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
FIMA FIDELMAN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7146273
B Telephone number (see instructions)

(215) 553-3028
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$2,145,733J 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... 36,106 35,394  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,591
b Gross sales price for all assets on line 6a 389,183
7 Capital gain net income (from Part IV, line 2)... 26,591
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,019    
12 Total. Add lines 1 through 11........ 63,716 61,985  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,777 11,710   7,911
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,414 578   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 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,441 12,288 0 8,161
25 Contributions, gifts, grants paid....... 75,240 75,240
26 Total expenses and disbursements. Add lines 24 and 25 96,681 12,288 0 83,401
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -32,965
b Net investment income (if negative, enter -0-) 49,697
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......... 92,543 110,130 110,130
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).......... 1,331,905 Click to see attachment1,281,075 2,035,603
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) 1,424,448 1,391,205 2,145,733
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........ 1,424,448 1,391,205
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)..... 1,424,448 1,391,205
30 Total liabilities and net assets/fund balances (see instructions). 1,424,448 1,391,205
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
1,424,448
2
Enter amount from Part I, line 27a .....................
2
-32,965
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6
4
Add lines 1, 2, and 3 ..........................
4
1,391,489
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
284
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,391,205
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 .15 TRUIST FINL CORP   2019-11-06 2020-01-02
b 70. CISCO SYS INC     2020-01-09
c 120. MARVELL TECHNOLOGY GROUP LTD 0.002     2020-01-09
d 50. DUPONT DE NEMOURS INC     2020-01-10
e 10. DUPONT DE NEMOURS INC   2019-06-10 2020-01-10
50. DOLLAR TREE INC     2020-01-13
40. TAIWAN SEMICONDUCTOR ADR   2019-10-21 2020-01-15
20. ALIGN TECHNOLOGY INC     2020-01-23
50. BOSTON SCIENTIFIC CORP COM   2018-10-18 2020-01-23
20. CVS CORP   2018-09-18 2020-01-23
50. TAIWAN SEMICONDUCTOR ADR     2020-01-23
10. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
30. DOLLAR TREE INC     2020-01-24
30. CVS CORP     2020-01-31
130. EXELON CORP     2020-01-31
9. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-01-31
200. AT&T INC   2019-09-11 2020-02-03
50. COMCAST CORP NEW CL A     2020-02-03
130. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-09-20 2020-02-03
30. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-03-25 2020-02-03
31. DOLLAR TREE INC     2020-02-10
70. AT&T INC     2020-02-12
12. AMGEN INC   2019-08-16 2020-02-14
30000. U S TREASURY BONDS   1997-01-03 2020-02-15
110. CISCO SYS INC   2018-10-22 2020-02-19
16. KLA TENCOR CORP   2019-10-28 2020-02-24
30. ABBOTT LABORATORIES   2020-01-23 2020-02-28
35. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
70. COMCAST CORP NEW CL A     2020-03-03
130. MGM MIRAGE     2020-03-04
.3008 INGERSOLL RAND INC   2012-02-16 2020-03-09
7. S & P GLOBAL INC   2019-09-17 2020-03-09
14. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
5. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
7. KLA TENCOR CORP   2019-10-28 2020-03-12
40. NIKE INC CL B     2020-03-13
42. EXACT SCIENCES CORP     2020-03-17
10. MEDTRONIC PLC     2020-03-17
70. MGM MIRAGE   2019-11-06 2020-03-19
240. MGM MIRAGE     2020-03-19
10. PHILIP MORRIS INTERNATIONAL   2019-04-30 2020-03-19
40. PHILIP MORRIS INTERNATIONAL     2020-03-19
24. HOME DEPOT INC USD 0.05     2020-03-20
70. SYNCHRONY FINANCIAL   2016-10-06 2020-03-24
50. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
14. VISA INC     2020-03-24
50. DOW INC.     2020-03-25
40. DOW INC.   2019-04-12 2020-03-25
30. DISNEY (WALT) COMPANY HOLDING CO.     2020-03-30
60. EXXON MOBIL CORP   2019-05-09 2020-03-30
70. AT&T INC   2019-08-27 2020-04-03
16. CONSTELLATION BRANDS INC     2020-04-03
61. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
125. INGERSOLL RAND INC   2012-02-16 2020-04-08
40. EXELON CORP     2020-04-15
7. NEXTERA ENERGY INC   2018-06-27 2020-04-15
12. SEMPRA ENERGY   2020-01-31 2020-04-15
.5 OTIS WORLDWIDE CORP   2019-10-21 2020-04-22
2. AMAZON COM INC     2020-04-29
60. MERCK & CO INC     2020-05-04
10. MERCK & CO INC   2014-01-24 2020-05-06
4. THERMO ELECTRON CORP   2019-03-21 2020-05-06
14. SALESFORCE COM INC   2011-05-09 2020-05-14
60. TAIWAN SEMICONDUCTOR ADR     2020-05-19
60. TAIWAN SEMICONDUCTOR ADR     2020-05-26
1. AMAZON COM INC   2020-03-13 2020-06-03
12. JOHNSON & JOHNSON COM     2020-06-03
8. VERTEX PHARMACEUTICALS INC     2020-06-03
4. ADOBE SYS INC COM   2020-02-28 2020-06-04
13. MICROSOFT CORP COM   2019-11-15 2020-06-04
2. ATLASSIAN CORP PLC-CLASS A   2019-06-25 2020-06-04
13. ATLASSIAN CORP PLC-CLASS A     2020-06-04
5. AMGEN INC   2019-08-16 2020-06-10
6. JOHNSON & JOHNSON COM     2020-06-10
20. MERCK & CO INC   2014-01-24 2020-06-10
30. SQUARE INC - A   2019-04-11 2020-06-11
60. TRUIST FINL CORP   2019-11-06 2020-06-11
10. ABBOTT LABORATORIES   2020-01-23 2020-06-16
1. ADOBE SYS INC COM   2020-02-28 2020-06-16
10. ADVANCED MICRO DEVICES INC   2019-02-19 2020-06-16
1. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-01-10 2020-06-16
2. ALPHABET INC/CA   2019-11-25 2020-06-16
20. AMERICAN INTERNATIONAL GROUP   2019-09-17 2020-06-16
2. AMERICAN TOWER CORP-CL A   2020-04-03 2020-06-16
1. AMGEN INC   2019-08-16 2020-06-16
8. APPLE COMPUTER INC COM     2020-06-16
20. BANK AMER CORP   2015-02-25 2020-06-16
9. BIOGEN IDEC INC   2020-03-17 2020-06-16
4. CME GROUP INC   2019-11-08 2020-06-16
10. CSX CORP COM   2017-01-13 2020-06-16
10. CVS CORP   2018-10-19 2020-06-16
10. CELANESE CORP DEL   2010-04-23 2020-06-16
1. CHARTER COMMUNICATIONS INC-A   2020-02-03 2020-06-16
10. CHEVRONTEXACO CORP     2020-06-16
10. COCA-COLA CO USD   2019-09-11 2020-06-16
10. COMCAST CORP NEW CL A   2018-07-13 2020-06-16
1. CONSTELLATION BRANDS INC   2015-08-13 2020-06-16
2. COSTCO WHSL CORP NEW   2016-10-03 2020-06-16
4. DEERE & COMPANY   2017-08-08 2020-06-16
1. DISNEY (WALT) COMPANY HOLDING CO.   2017-12-15 2020-06-16
2. DOLLAR GENERAL CORP   2020-03-30 2020-06-16
10. EXELON CORP   2015-08-20 2020-06-16
10. EXXON MOBIL CORP   2019-05-09 2020-06-16
7. FACEBOOK INC   2018-12-03 2020-06-16
3. HOME DEPOT INC USD 0.05   2020-01-13 2020-06-16
6. HONEYWELL INTL INC   2004-10-29 2020-06-16
5. ILLINOIS TOOL WORKS INC COM   2014-08-15 2020-06-16
1. INTUIT INC COM   2020-02-19 2020-06-16
12. J P MORGAN CHASE & CO   2018-03-21 2020-06-16
2. JOHNSON & JOHNSON COM   2017-08-11 2020-06-16
1. KLA TENCOR CORP   2019-10-28 2020-06-16
12. MICROSOFT CORP COM     2020-06-16
10. MICRON TECHNOLOGY   2020-02-03 2020-06-16
10. MONDELEZ INTERNATIONAL INC   2018-07-31 2020-06-16
2. NEXTERA ENERGY INC   2018-06-27 2020-06-16
10. NIKE INC CL B   2018-02-14 2020-06-16
3. NVIDIA CORP   2020-01-23 2020-06-16
10. OTIS WORLDWIDE CORP   2019-10-21 2020-06-16
8. PAYPAL HOLDINGS INC   2019-07-29 2020-06-16
10. PFIZER INC COM   2020-05-04 2020-06-16
3. S & P GLOBAL INC   2019-06-19 2020-06-16
2. SALESFORCE COM INC   2011-05-09 2020-06-16
10. SCHWAB CHARLES CORP NEW   2015-05-11 2020-06-16
2. SEMPRA ENERGY   2020-01-31 2020-06-16
10. SYNCHRONY FINANCIAL   2016-10-06 2020-06-16
5. TEXAS INSTRUMENTS INC   2020-06-04 2020-06-16
2. THERMO ELECTRON CORP   2019-03-21 2020-06-16
10. TRUIST FINL CORP   2019-11-06 2020-06-16
4. UNITED HEALTH GROUP INC   2019-11-18 2020-06-16
10. VALERO ENERGY CORP NEW   2010-04-23 2020-06-16
1. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-06-16
5. VISA INC   2020-06-11 2020-06-16
10. VOYA FINANCIAL INC     2020-06-16
1. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2020-06-16
10. MEDTRONIC PLC   2019-08-16 2020-06-16
10. TRANE TECHNOLOGIES PLC   2012-02-16 2020-06-16
40. CVS CORP     2020-06-23
70. MERCK & CO INC   2014-01-24 2020-06-23
3. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
47. JOHNSON & JOHNSON COM     2020-06-25
51. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
70. AT&T INC   2019-08-27 2020-07-06
20. SQUARE INC - A     2020-07-13
15. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
1. PAYPAL HOLDINGS INC   2019-05-09 2020-07-15
17. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
4. TRADE DESK INC/THE   2020-03-09 2020-07-15
6. ADOBE SYS INC COM   2013-02-04 2020-07-16
13. SALESFORCE COM INC   2011-05-09 2020-07-16
5. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
3. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
20. PROCTER & GAMBLE CO COM     2020-07-27
40. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
40. EXELON CORP   2015-08-20 2020-08-03
5. NEXTERA ENERGY INC   2018-06-27 2020-08-03
14. PAYPAL HOLDINGS INC   2019-05-09 2020-08-03
17. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
7. S & P GLOBAL INC     2020-08-07
39. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
3. KLA TENCOR CORP   2019-10-28 2020-09-01
3. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
3. SQUARE INC - A   2019-04-10 2020-09-01
26. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
7. NVIDIA CORP   2020-01-23 2020-09-04
1. ALPHABET INC/CA   2019-03-08 2020-09-09
4. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
4. COSTCO WHSL CORP NEW   2016-10-03 2020-09-17
13. NIKE INC CL B   2018-02-14 2020-09-17
30. YUM BRANDS INC     2020-09-29
100. EXXON MOBIL CORP   2019-05-09 2020-10-07
20. ELI LILLY & CO COM   2020-06-23 2020-10-28
18. VERTEX PHARMACEUTICALS INC     2020-10-30
22. DISNEY (WALT) COMPANY HOLDING CO.     2020-11-02
19. AMGEN INC   2019-08-16 2020-11-11
8. AMGEN INC   2020-06-25 2020-11-11
9. COSTCO WHSL CORP NEW     2020-11-11
13. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
13.9435 VIATRIS INC     2020-11-20
26.0565 VIATRIS INC     2020-11-20
.946 VIATRIS INC   2017-10-30 2020-11-25
2484.913 BNYM INFLTN ADJ SEC-Y     2020-12-21
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 8   8  
b 3,304   3,232 72
c 3,125   2,389 736
d 3,004   3,726 -722
e 601   746 -145
4,538   5,212 -674
2,334   2,004 330
5,423   2,941 2,482
2,169   1,877 292
1,457   1,576 -119
2,849   2,155 694
2,983   2,742 241
2,651   2,920 -269
2,037   2,331 -294
6,162   6,004 158
2,021   1,622 399
7,404   7,709 -305
2,144   1,832 312
3,150   2,445 705
727   594 133
2,696   2,971 -275
2,674   2,623 51
2,676   2,450 226
30,000   35,634 -5,634
5,059   5,050 9
2,482   2,788 -306
2,281   2,719 -438
3,931   3,851 80
2,956   2,470 486
2,981   4,539 -1,558
7   2 5
1,716   1,789 -73
2,306   2,426 -120
821   866 -45
928   1,220 -292
2,987   3,115 -128
1,786   2,112 -326
776   1,186 -410
557   2,126 -1,569
1,911   7,358 -5,447
649   850 -201
2,598   3,970 -1,372
3,889   5,606 -1,717
1,018   1,929 -911
727   1,847 -1,120
2,114   1,135 979
1,500   2,441 -941
1,200   2,316 -1,116
2,921   3,409 -488
2,256   4,588 -2,332
1,926   2,435 -509
2,100   2,213 -113
854   1,447 -593
3,115   1,023 2,092
1,483   1,581 -98
1,661   1,176 485
1,457   1,922 -465
23   36 -13
4,719   3,801 918
4,595   3,678 917
777   520 257
1,347   1,083 264
2,327   459 1,868
3,068   2,518 550
3,076   2,424 652
2,469   1,712 757
1,774   1,651 123
2,216   1,421 795
1,542   1,349 193
2,390   1,946 444
344   258 86
2,238   707 1,531
1,132   1,021 111
883   816 67
1,624   1,040 584
2,603   2,269 334
2,269   3,295 -1,026
901   906 -5
410   337 73
542   244 298
240   235 5
2,891   2,609 282
673   1,137 -464
531   435 96
226   204 22
2,810   2,366 444
514   330 184
2,548   2,755 -207
708   794 -86
707   387 320
659   755 -96
905   340 565
534   536 -2
944   1,141 -197
469   548 -79
397   351 46
176   127 49
601   302 299
638   527 111
119   111 8
380   296 84
389   341 48
483   765 -282
1,647   1,002 645
748   669 79
897   194 703
850   434 416
289   306 -17
1,230   1,383 -153
289   268 21
193   174 19
2,315   1,703 612
510   538 -28
526   433 93
501   336 165
993   679 314
1,081   755 326
576   711 -135
1,289   896 393
334   378 -44
978   688 290
360   66 294
370   321 49
251   320 -69
252   276 -24
632   641 -9
694   542 152
413   549 -136
1,179   1,097 82
657   180 477
274   174 100
966   957 9
483   402 81
171   52 119
960   1,027 -67
920   247 673
2,584   2,888 -304
5,407   3,638 1,769
894   822 72
6,555   6,277 278
9     9
2,123   2,435 -312
2,507   1,504 1,003
1,518   1,184 334
170   109 61
2,893   1,903 990
1,709   889 820
2,532   230 2,302
2,383   427 1,956
1,539   1,371 168
879   521 358
2,529   2,303 226
3,120   974 2,146
1,522   1,365 157
1,389   840 549
2,754   1,521 1,233
3,344   1,837 1,507
2,412   1,596 816
2,851   4,821 -1,970
618   523 95
623   324 299
503   224 279
4,872   3,313 1,559
3,417   1,762 1,655
1,542   1,144 398
509   316 193
1,351   604 747
1,515   882 633
2,725   2,940 -215
3,337   7,646 -4,309
2,649   3,211 -562
3,741   3,110 631
2,654   2,261 393
4,579   3,879 700
1,928   1,871 57
3,352   1,042 2,310
2,786   1,921 865
240   212 28
449   409 40
16   14 2
33,447   35,000 -1,553
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
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        
b       72
c       736
d       -722
e       -145
      -674
      330
      2,482
      292
      -119
      694
      241
      -269
      -294
      158
      399
      -305
      312
      705
      133
      -275
      51
      226
      -5,634
      9
      -306
      -438
      80
      486
      -1,558
      5
      -73
      -120
      -45
      -292
      -128
      -326
      -410
      -1,569
      -5,447
      -201
      -1,372
      -1,717
      -911
      -1,120
      979
      -941
      -1,116
      -488
      -2,332
      -509
      -113
      -593
      2,092
      -98
      485
      -465
      -13
      918
      917
      257
      264
      1,868
      550
      652
      757
      123
      795
      193
      444
      86
      1,531
      111
      67
      584
      334
      -1,026
      -5
      73
      298
      5
      282
      -464
      96
      22
      444
      184
      -207
      -86
      320
      -96
      565
      -2
      -197
      -79
      46
      49
      299
      111
      8
      84
      48
      -282
      645
      79
      703
      416
      -17
      -153
      21
      19
      612
      -28
      93
      165
      314
      326
      -135
      393
      -44
      290
      294
      49
      -69
      -24
      -9
      152
      -136
      82
      477
      100
      9
      81
      119
      -67
      673
      -304
      1,769
      72
      278
      9
      -312
      1,003
      334
      61
      990
      820
      2,302
      1,956
      168
      358
      226
      2,146
      157
      549
      1,233
      1,507
      816
      -1,970
      95
      299
      279
      1,559
      1,655
      398
      193
      747
      633
      -215
      -4,309
      -562
      631
      393
      700
      57
      2,310
      865
      28
      40
      2
      -1,553
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 26,591
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................................ 1 691
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........................... 3 691
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- ..... 5 691
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,674
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 1,674
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 10 983
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet692 RefundedBullet 11 291
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)
    bulletNY
    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 ofbulletBNY MELLON NA Telephone no.bullet (215) 553-3028

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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
    BNY MELLON N A TRUSTEE
    0     		19,777    
    PO BOX 185
    PITTSBURGH,PA152300185
    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
    1,771,266
    b
    Average of monthly cash balances.......................
    1b
    88,125
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,859,391
    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
    1,859,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,891
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,831,500
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    91,575
    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
    91,575
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    691
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    691
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    90,884
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    90,884
    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
    90,884
    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
    83,401
    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
    83,401
    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
    83,401
    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 90,884
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 8,703
    b From 2016...... 9,552
    c From 2017...... 5,528
    d From 2018...... 3,460
    e From 2019...... 0
    fTotal of lines 3a through e........ 27,243
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 83,401
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 83,401
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 7,483 7,483
    (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 19,760
    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) ...     		1,220
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		18,540
    10 Analysis of line 9:
    a Excess from 2016.... 9,552
    b Excess from 2017.... 5,528
    c Excess from 2018.... 3,460
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLZ
    NEW YORK,NY10023     		NONE PC GENERAL OPERATING PURPOSES 75,240
    Total .................................bullet 3a 75,240
    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 36,106  
    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 26,591  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,019  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   63,716  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    63,716
    (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:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    717081103 PFIZER INC COM AT COST 12,231 12,884
    79466L302 SALESFORCE COM INC AT COST 886 6,008
    808513105 SCHWAB CHARLES CORP AT COST 5,102 8,486
    30063P105 EXACT SCIENCES CORP      
    58933Y105 MERCK & CO INC      
    595112103 MICRON TECHNOLOGY AT COST 13,843 25,561
    609207105 MONDELEZ INTERNATION AT COST 9,762 13,448
    872590104 T -MOBILE US INC AT COST 3,279 6,877
    91324P102 UNITED HEALTH GROUP AT COST 12,703 22,444
    929089100 VOYA FINANCIAL INC AT COST 6,781 12,350
    G29183103 EATON CORP PLC AT COST 6,889 15,618
    G5960L103 MEDTRONIC PLC AT COST 11,446 14,525
    101137107 BOSTON SCIENTIFIC CO AT COST 13,116 12,942
    20030N101 COMCAST CORP NEW CL AT COST 3,020 9,956
    29444U700 EQUINIX INC AT COST 8,437 12,855
    05569M301 BNY MELLON INCOME ST AT COST 37,617 50,771
    016255101 ALIGN TECHNOLOGY INC      
    126408103 CSX CORP COM AT COST 6,962 16,335
    150870103 CELANESE CORP DEL AT COST 4,922 14,553
    30161N101 EXELON CORP AT COST 4,622 6,333
    552953101 MGM MIRAGE      
    912810EK0 U S TREASURY BONDS AT COST 34,463 31,481
    92826C839 VISA INC AT COST 13,587 31,497
    G47791101 INGERSOLL-RAND PLC      
    G06242104 ATLASSIAN CORP PLC-C AT COST 1,622 7,250
    02079K305 ALPHABET INC/CA AT COST 12,278 36,805
    05569M368 BNY MELLON CORP BOND AT COST 30,000 32,646
    05569M780 BNY MELLON S/T US GV AT COST 40,000 40,000
    110122108 BRISTOL MYERS SQUIBB AT COST 8,753 11,165
    254687106 DISNEY (WALT) COMPAN AT COST 2,895 12,320
    437076102 HOME DEPOT INC USD 0 AT COST 2,603 13,547
    46625H100 J P MORGAN CHASE & C AT COST 19,032 23,762
    65339F101 NEXTERA ENERGY INC AT COST 6,064 11,727
    723787107 PIONEER NAT RES CO AT COST 7,058 5,467
    988498101 YUM BRANDS INC AT COST 3,288 8,902
    G5876H105 MARVELL TECHNOLOGY G      
    05569M509 BNY MELLON MID CAP S AT COST 90,000 150,757
    05569M855 BNY MELLON EMERGING AT COST 104,593 129,456
    21036P108 CONSTELLATION BRANDS      
    64110L106 NETFLIX COM INC AT COST 6,030 8,111
    912810EH7 U S TREASURY BONDS AT COST 33,534 30,264
    91913Y100 VALERO ENERGY CORP N AT COST 1,331 4,186
    037833100 APPLE COMPUTER INC C AT COST 23,543 85,452
    17275R102 CISCO SYS INC      
    654106103 NIKE INC CL B AT COST 7,296 18,250
    742718109 PROCTER & GAMBLE CO AT COST 11,483 16,836
    05569M806 BNY MELLON SMALL CAP AT COST 97,660 177,512
    060505104 BANK AMER CORP AT COST 7,256 13,336
    166764100 CHEVRONTEXACO CORP AT COST 13,739 11,907
    22160K105 COSTCO WHSL CORP NEW AT COST 1,653 8,666
    912810EE4 U S TREASURY BONDS      
    244199105 DEERE & COMPANY AT COST 9,011 18,834
    05569M871 BNY MELLON INTL FD C AT COST 50,000 76,188
    002824100 ABBOTT LABORATORIES AT COST 5,345 12,044
    126650100 CVS CORP AT COST 6,078 6,830
    30303M102 FACEBOOK INC AT COST 12,611 34,691
    452308109 ILLINOIS TOOL WORKS AT COST 6,683 15,699
    478160104 JOHNSON & JOHNSON CO      
    594918104 MICROSOFT CORP COM AT COST 29,670 68,505
    718172109 PHILIP MORRIS INTERN AT COST 12,176 13,412
    87165B103 SYNCHRONY FINANCIAL AT COST 11,853 16,314
    882508104 TEXAS INSTRUMENTS IN AT COST 13,810 19,203
    912810EJ3 U S TREASURY BONDS AT COST 34,434 30,872
    00724F101 ADOBE SYS INC COM AT COST 956 12,503
    023135106 AMAZON COM INC AT COST 3,176 55,368
    026874784 AMERICAN INTERNATION AT COST 16,991 16,280
    03027X100 AMERICAN TOWER CORP- AT COST 4,141 7,856
    438516106 HONEYWELL INTL INC AT COST 2,808 18,505
    12572Q105 CME GROUP INC AT COST 12,788 12,926
    852234103 SQUARE INC - A AT COST 5,476 16,758
    191216100 COCA-COLA CO USD AT COST 16,467 17,000
    031162100 AMGEN INC      
    26614N102 DUPONT DE NEMOURS IN      
    89832Q109 TRUIST FINL CORP AT COST 12,926 13,900
    70450Y103 PAYPAL HOLDINGS INC AT COST 10,184 22,249
    913017109 UNITED TECHNOLOGIES      
    G1151C101 ACCENTURE PLC IRELAN      
    00287Y109 ABBVIE INC AT COST 14,959 19,287
    482480100 KLA TENCOR CORP AT COST 5,381 8,285
    N6596X109 NXP SEMICONDUCTORS N      
    00206R102 AT&T INC      
    05600G206 BNYM INFLTN ADJ SEC-      
    256746108 DOLLAR TREE INC      
    78409V104 S & P GLOBAL INC AT COST 8,112 12,163
    874039100 TAIWAN SEMICONDUCTOR      
    883556102 THERMO ELECTRON CORP AT COST 7,046 12,576
    92532F100 VERTEX PHARMACEUTICA      
    007903107 ADVANCED MICRO DEVIC AT COST 3,500 14,674
    260557103 DOW INC.      
    30231G102 EXXON MOBIL CORP      
    461202103 INTUIT INC COM AT COST 5,971 7,977
    05588E850 BNY MELLON HIGH YIEL AT COST 35,602 33,086
    532457108 ELI LILLY & CO COM AT COST 8,987 9,624
    75513E101 RAYTHEON TECHNOLOGIE AT COST 4,826 4,362
    55024U109 LUMENTUM HOLDINGS IN AT COST 7,082 8,532
    67066G104 NVIDIA CORP AT COST 12,197 26,110
    83088M102 SKYWORKS SOLUTIONS I AT COST 5,818 6,727
    16119P108 CHARTER COMMUNICATIO AT COST 11,599 14,554
    22788C105 CROWDSTRIKE HOLDINGS AT COST 3,180 8,685
    009158106 AIR PRODUCTS AND CHE AT COST 7,944 10,109
    67103H107 O'REILLY AUTOMOTIVE AT COST 10,011 10,862
    G46188101 HORIZON THERAPEUTICS AT COST 7,507 7,315
    517834107 LAS VEGAS SANDS CORP AT COST 9,464 11,324
    256677105 DOLLAR GENERAL CORP AT COST 3,931 5,888
    05569M491 MUN OPPORTUNITIES FD AT COST 55,000 57,233
    88339J105 TRADE DESK INC/THE AT COST 2,563 9,612
    816851109 SEMPRA ENERGY AT COST 8,006 6,371
    302491303 F M C CORP COM NEW AT COST 6,216 6,666
    15135B101 CENTENE CORP DEL AT COST 8,630 7,804
    G8994E103 TRANE TECHNOLOGIES P AT COST 3,264 19,161
    68902V107 OTIS WORLDWIDE CORP AT COST 5,316 7,431

    TY 2020 OtherDecreasesSchedule
    Name:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Description Amount
    PY RETURN OF CAPITAL ADJ 284


    TY 2020 OtherExpensesSchedule
    Name:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE INCOME TAXES - INCOME 250 0   250


    TY 2020 OtherIncomeSchedule2
    Name:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,019 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Description Amount
    ROUNDING 6


    TY 2020 TaxesSchedule
    Name:
    FIMA FIDELMAN CHARITABLE TRUST
    EIN:
    13-7146273
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 533 533   0
    FEDERAL ESTIMATES - INCOME 836 0   0
    FOREIGN TAXES ON NONQUALIFIED 45 45   0