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
FRANK P MCCANDLESS
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

25-6033691
B Telephone number (see instructions)

(614) 331-9547
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$1,651,578J 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... 28,252 27,677  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,107
b Gross sales price for all assets on line 6a 345,322
7 Capital gain net income (from Part IV, line 2)... 76,107
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........ 104,359 103,784  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,383 9,692   9,692
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)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 379 1   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,762 9,693 0 10,692
25 Contributions, gifts, grants paid....... 101,601 101,601
26 Total expenses and disbursements. Add lines 24 and 25 122,363 9,693 0 112,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,004
b Net investment income (if negative, enter -0-) 94,091
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.............   133 133
2 Savings and temporary cash investments......... 43,439 92,429 92,429
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)....... 752,640 Click to see attachment878,680 1,506,456
c Investments—corporate bonds (attach schedule)....... 217,840 Click to see attachment50,263 52,560
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,013,919 1,021,505 1,651,578
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........ 1,013,919 1,021,505
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)..... 1,013,919 1,021,505
30 Total liabilities and net assets/fund balances (see instructions). 1,013,919 1,021,505
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
1,013,919
2
Enter amount from Part I, line 27a .....................
2
-18,004
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,590
4
Add lines 1, 2, and 3 ..........................
4
1,021,505
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,021,505
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 90. ATT INC   2018-03-05 2020-04-16
b 12. ABBVIE INC   2013-05-17 2020-04-16
c 15. ABBVIE INC   2013-05-17 2020-07-02
d 1. ALPHABET INCORPORATION   2015-12-28 2020-07-02
e 38. AMERICAN EXPRESS COMPANY   2018-11-01 2020-05-12
16. AMERICAN EXPRESS COMPANY   2018-11-01 2020-07-02
28. AMERICAN EXPRESS COMPANY   2018-11-01 2020-07-30
8. AMGEN INC.   2013-05-17 2020-04-16
3. AMGEN INC.   2013-05-17 2020-07-02
16. ANALOG DEVICES   2013-03-04 2020-07-02
6. ANTHEM INC   2015-06-10 2020-04-16
5. ANTHEM INC   2015-06-10 2020-05-12
6. ANTHEM INC   2015-06-10 2020-07-02
13. APPLE COMPUTER   2011-01-05 2020-03-04
37. APPLE COMPUTER   2011-01-05 2020-04-16
5. APPLE COMPUTER   2011-01-05 2020-05-12
12. APPLE COMPUTER   2011-01-05 2020-07-02
8. APPLE COMPUTER   2011-03-07 2020-07-30
58. AUTOMATIC DATA PROCESSING   2020-03-04 2020-10-06
18. BECTON DICKINSON AND CO.   2011-03-07 2020-04-16
4. BECTON DICKINSON AND CO.   2011-03-14 2020-07-02
80. BERKSHIRE HATHAWAY CL-B   2018-11-01 2020-07-30
2. BLACKROCK INC   2015-03-02 2020-07-02
11. BRISTOL-MYERS SQUIBB CO   2011-03-07 2020-07-02
95. CARRIER GLOBAL CORP   2011-01-05 2020-04-16
13. CHEVRONTEXACO CORP   2011-01-05 2020-07-02
18. CISCO SYSTEMS, INC.   2017-06-21 2020-07-02
13. CONSTELLATION BRANDS INC CL A   2013-05-17 2020-03-04
31. CONSTELLATION BRANDS INC CL A   2013-05-17 2020-04-16
8. CONSTELLATION BRANDS INC CL A   2013-05-17 2020-07-02
6. COSTCO WHOLESALE CORP   2013-03-04 2020-04-16
2. COSTCO WHOLESALE CORP   2013-03-04 2020-07-02
167. DOLLAR TREE INC   2018-11-01 2020-03-04
8. DOMINION RES INC VA NEW COM   2014-03-03 2020-07-02
16. EOG RESOURCES INC   2015-12-28 2020-07-02
84. EOG RESOURCES INC   2015-12-28 2020-07-30
65. EASTMAN CHEMICAL CO   2011-03-07 2020-04-16
53. EDWARDS LIFESCIENCES CORP   2017-11-17 2020-04-16
17. EDWARDS LIFESCIENCES CORP   2018-03-05 2020-05-12
20. EDWARDS LIFESCIENCES CORP   2018-03-05 2020-07-02
13. EDWARDS LIFESCIENCES CORP   2018-03-05 2020-07-30
10. FACEBOOK INC CL-A   2014-03-03 2020-04-16
5. FACEBOOK INC CL-A   2014-03-03 2020-07-02
16. FISERV INC   2018-07-05 2020-07-02
50000. GENERAL ELECTRIC 3.150% 09/07/22   2013-02-12 2020-12-22
656. HP INC   2018-11-01 2020-03-04
5. HOME DEPOT INC.   2015-02-17 2020-04-16
7. HOME DEPOT INC.   2015-02-17 2020-07-02
7. HONEYWELL INTL INC COM   2013-05-17 2020-07-02
12. J P MORGAN CHASE & CO   2015-07-02 2020-05-12
18. J P MORGAN CHASE & CO   2015-07-02 2020-07-02
21. KIMBERLY-CLARK CORPORATION   2011-01-05 2020-04-16
9. KIMBERLY-CLARK CORPORATION   2011-03-07 2020-07-02
3. LOCKHEED MARTIN (COMMON STOCK)   2015-12-28 2020-07-02
40. MARATHON PETROLEUM CORP   2013-03-04 2020-05-12
70. MCCORMICK & CO INC COM NON VTG   2017-11-17 2020-04-16
25. MCDONALDS CORP   2017-06-21 2020-04-16
4. MCDONALDS CORP   2017-06-21 2020-05-12
4. MCDONALDS CORP   2017-06-21 2020-07-02
5. NEXTERA ENERGY, INC   2015-07-02 2020-05-12
3. NVIDIA CORP   2020-03-04 2020-07-02
16. O'REILLY AUTOMOTIVE INC   2017-11-17 2020-03-04
5. O'REILLY AUTOMOTIVE INC   2017-11-17 2020-04-16
4. O'REILLY AUTOMOTIVE INC   2017-11-17 2020-07-02
47. OTIS WORLDWIDE CORP   2011-01-05 2020-04-16
.5 OTIS WORLDWIDE CORP   2011-10-05 2020-04-21
10. PAYPAL HOLDINGS INCORPORATION   2013-03-04 2020-07-02
21. PEPSICO INC   2011-01-05 2020-04-16
15. PEPSICO INC   2011-03-07 2020-07-02
39. PHILLIPS 66   2011-01-05 2020-05-12
10. PHILLIPS 66   2011-10-05 2020-07-02
61. PHILLIPS 66   2011-10-05 2020-07-30
211.57 PGIM TOTAL RETURN BOND FUND   2015-02-17 2020-04-13
14. ROSS STORES INC   2017-11-17 2020-07-02
7. SALESFORCE.COM INC   2015-12-28 2020-03-04
8. SALESFORCE.COM INC   2015-12-28 2020-07-02
8. SEMPRA ENERGY CORP   2011-03-14 2020-07-02
25. SIMON PROPERTY GROUP INC NEW (REIT)   2011-01-05 2020-07-02
40. SIMON PROPERTY GROUP INC NEW (REIT)   2011-03-07 2020-07-30
15. TJX COMPANIES INC W/1 RT/SH   2020-03-04 2020-04-16
209. TJX COMPANIES INC W/1 RT/SH   2020-03-04 2020-05-12
14. TEXAS INSTRUMENTS INC.   2011-01-05 2020-07-02
9. TEXAS INSTRUMENTS INC.   2011-01-05 2020-07-30
8. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2020-04-16
17. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2020-05-12
10. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2020-07-02
5. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2020-07-30
68. TRUIST FINANCIAL CORP   2019-09-23 2020-05-12
45. TRUIST FINANCIAL CORP   2019-09-23 2020-07-02
180. UNILEVER PLC ADR SPON NEW   2015-12-28 2020-04-16
9. UNION PACIFIC CORP   2011-03-07 2020-07-02
9. UNITED PARCEL SVC INC   2015-12-28 2020-07-02
18. VALERO ENERGY   2015-07-02 2020-07-02
27. VALERO ENERGY   2015-07-02 2020-07-30
108. VANGUARD FTSE DEVELOPED MARKETS ETF   2018-03-05 2020-05-12
53. VANGUARD FTSE EMERGING MARKETS ETF   2018-03-05 2020-05-12
10. VERIZON COMMUNICATIONS   2010-12-06 2020-07-02
120. WISDOMTREE US MIDCAP DIVIDEND FUND   2016-07-29 2020-05-12
120. WISDOMTREE US SMALLCAP DIVIDEND FUND   2016-07-29 2020-05-12
2. ACCENTURE LTD CLASS A   2011-01-05 2020-07-02
26. LINDE PLC   2018-10-31 2020-04-16
11. LINDE PLC   2018-10-31 2020-05-12
4. LINDE PLC   2018-10-31 2020-07-02
13. CHUBB LIMITED   2016-01-15 2020-07-02
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,717   3,314 -597
b 984   564 420
c 1,474   706 768
d 1,459   781 678
e 3,189   3,952 -763
1,528   1,664 -136
2,635   2,912 -277
1,855   846 1,009
779   317 462
1,949   724 1,225
1,612   986 626
1,385   822 563
1,627   986 641
3,888   619 3,269
10,578   1,762 8,816
1,586   238 1,348
4,414   577 3,837
3,058   403 2,655
8,366   9,365 -999
4,690   1,413 3,277
968   312 656
15,506   16,485 -979
1,116   750 366
646   290 356
1,205   907 298
1,157   1,194 -37
823   572 251
2,396   677 1,719
5,053   1,614 3,439
1,492   417 1,075
1,930   617 1,313
617   206 411
13,285   14,778 -1,493
664   550 114
815   1,127 -312
3,903   5,795 -1,892
3,386   2,730 656
11,510   5,850 5,660
3,755   2,317 1,438
1,392   909 483
1,022   591 431
1,751   676 1,075
1,182   338 844
1,596   1,193 403
52,438   49,830 2,608
13,888   15,266 -1,378
1,001   561 440
1,748   786 962
1,021   538 483
1,057   809 248
1,672   1,213 459
2,940   1,283 1,657
1,290   554 736
1,086   655 431
1,298   1,743 -445
10,899   6,984 3,915
4,479   3,845 634
716   615 101
739   615 124
1,134   501 633
1,162   838 324
5,923   3,531 2,392
1,837   1,103 734
1,714   883 831
2,111   1,813 298
22   18 4
1,785   327 1,458
2,845   1,396 1,449
1,999   953 1,046
2,888   1,301 1,587
694   304 390
3,823   4,631 -808
3,000   3,064 -64
1,261   1,007 254
1,215   546 669
1,555   624 931
980   426 554
1,753   2,384 -631
2,558   3,985 -1,427
696   915 -219
9,737   12,753 -3,016
1,769   459 1,310
1,152   315 837
2,627   988 1,639
5,721   2,100 3,621
3,659   1,235 2,424
2,051   618 1,433
2,271   3,585 -1,314
1,671   2,372 -701
9,403   8,389 1,014
1,519   424 1,095
1,030   872 158
1,030   1,165 -135
1,509   1,748 -239
3,850   4,505 -655
1,932   2,520 -588
549   331 218
3,107   3,795 -688
2,282   3,105 -823
434   97 337
4,752   4,250 502
2,037   1,798 239
884   654 230
1,648   1,444 204
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
      4,528
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       -597
b       420
c       768
d       678
e       -763
      -136
      -277
      1,009
      462
      1,225
      626
      563
      641
      3,269
      8,816
      1,348
      3,837
      2,655
      -999
      3,277
      656
      -979
      366
      356
      298
      -37
      251
      1,719
      3,439
      1,075
      1,313
      411
      -1,493
      114
      -312
      -1,892
      656
      5,660
      1,438
      483
      431
      1,075
      844
      403
      2,608
      -1,378
      440
      962
      483
      248
      459
      1,657
      736
      431
      -445
      3,915
      634
      101
      124
      633
      324
      2,392
      734
      831
      298
      4
      1,458
      1,449
      1,046
      1,587
      390
      -808
      -64
      254
      669
      931
      554
      -631
      -1,427
      -219
      -3,016
      1,310
      837
      1,639
      3,621
      2,424
      1,433
      -1,314
      -701
      1,014
      1,095
      158
      -135
      -239
      -655
      -588
      218
      -688
      -823
      337
      502
      239
      230
      204
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 76,107
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 1,308
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 1,308
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 1,308
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,484
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 1,484
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 10 176
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet176 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (614) 331-9547

    Located atbulletPO BOX 1558 DEPT EA4E86COLUMBUSOH ZIP+4bullet43216
    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
    Huntington National Bank TRUSTEE
    4     		19,383    
    PO BOX 1558 DEPT EA4E86
    COLUMBUS,OH43216
    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
    1,426,121
    b
    Average of monthly cash balances.......................
    1b
    27,083
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,453,204
    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
    1,453,204
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,798
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,431,406
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,570
    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
    71,570
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,308
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,308
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    70,262
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,497
    5
    Add lines 3 and 4............................
    5
    95,759
    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
    95,759
    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
    112,293
    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
    112,293
    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
    112,293
    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 95,759
    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...... 8,554
    b From 2016...... 12,694
    c From 2017...... 8,638
    d From 2018...... 8,822
    e From 2019...... 7,558
    fTotal of lines 3a through e........ 46,266
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 112,293
    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..... 95,759
    e Remaining amount distributed out of corpus 16,534
    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 62,800
    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) ...     		8,554
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		54,246
    10 Analysis of line 9:
    a Excess from 2016.... 12,694
    b Excess from 2017.... 8,638
    c Excess from 2018.... 8,822
    d Excess from 2019.... 7,558
    e Excess from 2020.... 16,534
    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 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
    PORTIUNCULA FOUNDATION
    C/O NATALIE KASIEVICH
    PITTSBURGH,PA15201     		NONE PC GENERAL SUPPORT 38,052
    UPMC JAMESON
    600 GRANT ST 58TH FL JOHN PALKO
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 63,549
    Total .................................bullet 3a 101,601
    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 28,252  
    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 76,107  
    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)..   104,359  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    104,359
    (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 AccountingFeesSchedule
    Name:
    FRANK P MCCANDLESS
    EIN:
    25-6033691
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    FRANK P MCCANDLESS
    EIN:
    25-6033691
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FEDERATED TOTAL RETURN BOND FU    
    GENERAL ELEC CAP CORP 3.15% 09    
    LORD ABBETT SHORT DURATION INC    
    PIMCO INCOME FUND-INSTITUTIONA    
    PRUDENTIAL TOTAL RETURN BOND F    
    BANK NOVA SCOTIA N Y AGY 2.8%    
    FRANKLIN RES INC 2.85%    
    FEDERATED INSTITUTIONAL HIGH    
    PIMCO LONG DURATION TOTAL RETU    
    354613AK7 FRANKLIN RES INC 2.8 24,829 27,217
    064159FL5 BANK OF NOVA SCOTIA 25,434 25,343

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FRANK P MCCANDLESS
    EIN:
    25-6033691
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC    
    ALPHABET INC-CL A    
    ALTRIA GROUP INC    
    AMGEN INC    
    ANALOG DEVICES INC    
    ANTHEM INC    
    APPLE INC    
    ARTISAN INTERNATIONAL VALUE FU    
    BECTON DICKISON    
    BLACKROCK INC    
    BOEING CO    
    BRISTOL-MYERS SQUIBB CO    
    CAPITAL ONE FINANCIAL CORP    
    CHEVRON CORPORATION    
    CONSTELLATION BRANDS INC CL A    
    COSTCO WHOLESALE CORP    
    EOG RESOURCES INC    
    EASTMAN CHEMICAL CO    
    EATON VANCE ATLANTA CAPITAL SM    
    EMERSON ELECTRIC CO    
    FACEBOOK INC-A    
    HOME DEPOT INC    
    HONEYWELL INTERNATIONAL INC    
    JP CHASE MORGAN & CO    
    JOHNSON & JOHNSON    
    KIMBERLY-CLARK CORP    
    LOCKHEED MARTIN CORPORATION    
    MARATHON PETROLEUM CORP    
    NEXTERA ENERGY INC    
    NIKE INC CL B    
    OPPENHEIMER DEVELOPING MARKETS    
    PAYPAL HOLDINGS INC    
    PEPSICO INC    
    PHILLIPS 66    
    SALESFORCE.COM INC    
    SEMPRA ENERGY    
    SIMON PROPERTY GROUP INC    
    TEXAS INSTRUMENT INC    
    THERMO FISHER SCIENTIFIC INC 1    
    UNILEVER PLC SPONSORED ADR    
    UNION PACIFIC CORP    
    UNITED PARCEL SERVICE CL B    
    UNITED TECHNOLOGIES CORP    
    VALERO ENERGY CORP    
    VANGUARD SMALL CAP INDEX-ADMIR    
    VERIZON COMMUNICATIIONS    
    ACCENTURE PLC CL A    
    ILLINOIS TOOL WORKS    
    MCDONALDS CORP    
    CHUBB LIMITED    
    CROWN CASTLE INTL CORP    
    WISDOMTREE MIDCAP DIVIDEND FUN    
    WISDOMTREE SMALL CAP DVD INDEX    
    CISCO SYSTEMS    
    EDWARDS LIFESCIENCES CORP    
    M & T BANK CORP    
    MCCORMICK & CO INC COM NON VTG    
    NORTHROP GRUMMAN CORP W/1 RT/S    
    O'REILLY AUTOMOTIVE INC    
    STRYKER CORP    
    AT&T INC    
    AMAZON.COM INC    
    AMERICAN EXPRESS    
    BERKSHIRE HATHAWAY INC CL B    
    DOLLAR TREE INC    
    DOMINION ENERGY    
    DOWDUPONT INC    
    FISERV INC    
    FEDEX CORP    
    HP INC    
    MICROSOFT CORP    
    PNC FINANCIAL SERVICES    
    ROCKWELL AUTOMATION INC    
    ROSS STORES INC    
    VANGUARD FTSE DEVELOPED MARKET    
    VANGUARD FTSE EMERGING MARKETS    
    VISA INC CLASS A SHARES    
    WAL-MART STORES INC    
    LINDE PUBLIC LIMITED COMPANY    
    TRUIST FINANCIAL CORPORATION    
    097023105 BOEING CO/THE 7,065 10,061
    21036P108 CONSTELLATION BRANDS 4,974 11,610
    512807108 LAM RESEARCH CORP 7,942 10,390
    911312106 UNITED PARCEL SERVIC 8,331 14,482
    31428Q739 FEDERATED TOTAL RETU 38,714 43,309
    02079K305 ALPHABET INCORPORATI 15,946 33,300
    14040H105 CAPITAL ONE FINANCIA 13,705 15,124
    166764100 CHEVRON CORP 9,591 8,107
    22160K105 COSTCO WHOLESALE COR 9,920 31,273
    337738108 FISERV INC 19,657 27,440
    023135106 AMAZON COM INC 25,589 48,854
    025816109 AMERICAN EXPRESS CO 12,582 14,630
    594918104 MICROSOFT CORP 22,084 41,148
    654106103 NIKE INC 10,430 16,835
    79466L302 SALESFORCE.COM INC 7,286 21,140
    816851109 SEMPRA ENERGY 3,108 8,027
    882508104 TEXAS INSTRUMENTS IN 11,148 27,902
    075887109 BECTON DICKINSON AND 4,363 14,513
    22822V101 CROWN CASTLE INTERNA 9,141 15,919
    742718109 PROCTER GAMBLE CO/T 10,906 12,383
    773903109 ROCKWELL AUTOMATION 13,204 16,553
    883556102 THERMO FISHER SCIENT 12,084 37,262
    031162100 AMGEN INC 4,656 10,116
    17275R102 CISCO SYSTEMS INC 5,778 8,145
    291011104 EMERSON ELECTRIC CO 5,605 8,841
    532457108 ELI LILLY CO 9,822 10,468
    74144T108 T ROWE PRICE GROUP I 5,116 6,661
    89832Q109 TRUIST FINANCIAL COR 14,182 12,893
    92826C839 VISA INC 21,022 32,153
    74440B405 PGIM TOTAL RETURN BO 16,706 17,294
    30303M102 FACEBOOK INC CL-A 8,441 27,316
    46120E602 INTUITIVE SURGICAL I 15,520 24,543
    46625H100 JPMORGAN CHASE CO 24,914 34,309
    478160104 JOHNSON JOHNSON 12,501 18,256
    65339F101 NEXTERA ENERGY INC 6,054 16,973
    74340W103 PROLOGIS INC 7,610 7,176
    778296103 ROSS STORES INC 15,581 25,544
    871829107 SYSCO CORP 10,149 15,520
    931142103 WAL MART STORES INC 8,721 12,109
    550021109 LULULEMON ATHLETICA 9,967 15,313
    032654105 ANALOG DEVICES INC 12,260 30,876
    071813109 BAXTER INTERNATIONAL 10,564 9,388
    00287Y109 ABBVIE INC 5,213 12,108
    110122108 BRISTOL-MYERS SQUIBB 5,391 8,002
    254687106 WALT DISNEY CO/THE 7,812 13,407
    28176E108 EDWARDS LIFESCIENCES 18,010 31,201
    438516106 HONEYWELL INTERNATIO 4,457 12,337
    67066G104 NVIDIA CORP 23,588 42,298
    67103H107 O'REILLY AUTOMOTIVE 19,116 29,870
    75513E101 RAYTHEON TECHNOLOGIE 4,387 6,793
    824348106 SHERWIN WILLIAMS CO 7,606 8,084
    91913Y100 VALERO ENERGY CORP 14,579 11,088
    92343V104 VERIZON COMMUNICATIO 6,712 10,516
    G5494J103 LINDE PLC 6,375 10,277
    H1467J104 CHUBB LIMITED 13,387 17,085
    31420B847 FEDERATED INSTITUTIO 7,500 7,661
    72201F490 PIMCO INCOME FUND 28,263 27,402
    72201F623 PIMCO LONG DURATION 5,500 5,616
    05586X405 BNY MELLON SMALL/MID 3,000 3,973
    907818108 UNION PACIFIC CORP 5,599 26,236
    G1151C101 ACCENTURE LTD CLASS 5,116 25,599
    543916688 LORD ABBETT SHORT DU 18,000 17,128
    277902698 E V ATLANTA CAP SMID 21,200 35,649
    922908686 VANGUARD SMALL-CAP I 12,000 19,597
    494368103 KIMBERLY-CLARK CORP 1,812 4,045
    007903107 ADVANCED MICRO DEVIC 8,874 14,674
    036752103 ANTHEM INC 11,627 23,440
    037833100 APPLE INC 8,312 87,575
    25746U109 DOMINION ENERGY INC 7,064 7,670
    437076102 HOME DEPOT INC/THE 9,639 22,312
    56585A102 MARATHON PETROLEUM C 6,038 6,824
    70450Y103 PAYPAL HOLDINGS INCO 3,660 25,762
    31421N683 FEDERATED KAUFMANN S 3,000 4,151
    09247X101 BLACKROCK INC 8,625 16,595
    452308109 ILLINOIS TOOL WORKS 10,697 13,252
    539830109 LOCKHEED MARTIN CORP 9,391 15,264
    55261F104 MT BANK CORP 8,146 9,929
    580135101 MCDONALD S CORP 9,973 13,089
    666807102 NORTHROP GRUMMAN COR 10,553 10,056
    713448108 PEPSICO INC 5,202 12,457
    00507V109 ACTIVISION BLIZZARD 10,317 13,278

    TY 2020 OtherIncreasesSchedule
    Name:
    FRANK P MCCANDLESS
    EIN:
    25-6033691
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 66
    RECOVERY OF GRANTS PAID 25,497
    COST BASIS ADJUSTMENT 27


    TY 2020 TaxesSchedule
    Name:
    FRANK P MCCANDLESS
    EIN:
    25-6033691
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1 1   0
    FEDERAL ESTIMATES - PRINCIPAL 378 0   0
    FOREIGN TAXES ON NONQUALIFIED   0   0