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
CARL S & WANDA M WEYANDT FOUNDATION
C/O HILL BARTH & KING LLC
Number and street (or P.O. box number if mail is not delivered to street address)100 PINEWOOD LANE NO 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARRENDALE, PA15086
A Employer identification number

25-1668618
B Telephone number (see instructions)

(724) 934-5300
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$767,916J 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... 15,077 15,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -10,209
b Gross sales price for all assets on line 6a 499,846
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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 950 0  
12 Total. Add lines 1 through 11........ 5,818 15,077  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,065 2,033   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,890 564   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,253 6,253   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,208 8,850   0
25 Contributions, gifts, grants paid....... 58,250 58,250
26 Total expenses and disbursements. Add lines 24 and 25 72,458 8,850   58,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -66,640
b Net investment income (if negative, enter -0-) 6,227
c Adjusted net income (if negative, enter -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............. 26,797 25,991 25,991
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 735,183 Click to see attachment741,925 741,925
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)..........      
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) 761,980 767,916 767,916
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 761,980 767,916
29 Total net assets or fund balances (see instructions)..... 761,980 767,916
30 Total liabilities and net assets/fund balances (see instructions). 761,980 767,916
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
761,980
2
Enter amount from Part I, line 27a .....................
2
-66,640
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
73,878
4
Add lines 1, 2, and 3 ..........................
4
769,218
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,302
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
767,916
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 MORGAN STANLEY ST COVERED P 2020-01-01 2020-12-31
b MORGAN STANLEY LT COVERED P 2019-01-01 2020-12-31
c ALLERGEN PLC SHS P 2008-07-07 2020-05-11
d JOHNSON CTLS INTL PLC P 2008-07-07 2020-12-10
e LIBERTY BROADBAND CORP S-C P 2009-05-07 2020-12-21
LIBERTY MEDIA CORP DEL P 2009-01-21 2020-05-26
TE CONNECTIVITY LTD NEW P 2009-01-21 2020-12-10
CAPITAL GAINS 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 367,306   399,836 -32,530
b 125,421   109,199 16,222
c 1,353   713 640
d 502   222 280
e 143   8 135
24     24
593   77 516
4,504     4,504
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       -32,530
b       16,222
c       640
d       280
e       135
      24
      516
      4,504
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 -10,209
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 87
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 87
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 87
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,760
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,760
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 1,673
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,673 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHILL BARTH KING LLC Telephone no.bullet (724) 934-5300

    Located atbullet100 PINEWOOD LANE SUITE 201WARRENDALEPA ZIP+4bullet15086
    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
     
     
    ........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
    JOHN J WEYANDT TRUSTEE
    0.10     		0 0 0
    3444 OLD ROUTE 56 WEST
    INDIANA,PA15701
    KATHLEEN WEYANDT TRUSTEE
    0.10     		0 0 0
    3444 OLD ROUTE 56 WEST
    INDIANA,PA15701
    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.........................bullet0
    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
    682,684
    b
    Average of monthly cash balances.......................
    1b
    15,168
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    697,852
    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
    697,852
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,468
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    687,384
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    34,369
    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
    34,369
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    87
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    87
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    34,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    34,282
    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
    34,282
    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
    58,250
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    58,250
    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
    58,250
    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 34,282
    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...... 4,888
    b From 2016...... 23,686
    c From 2017...... 14,691
    d From 2018...... 18,435
    e From 2019...... 2,750
    fTotal of lines 3a through e........ 64,450
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 58,250
    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..... 34,282
    e Remaining amount distributed out of corpus 23,968
    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 88,418
    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) ...     		4,888
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		83,530
    10 Analysis of line 9:
    a Excess from 2016.... 23,686
    b Excess from 2017.... 14,691
    c Excess from 2018.... 18,435
    d Excess from 2019.... 2,750
    e Excess from 2020.... 23,968
    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).)
    JOHN J WEYANDT
    KATHLEEN WEYANDT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TED TISHMAN ESQ CO LEECH TISHMAN
    220 TWO CHATHAM CENTER
    PITTSBURGH,PA15219
    (412) 261-1600
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC REQUIREMENTS
    cAny submission deadlines:
    APPLICATIONS ARE ACCEPTED ANYTIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AULTMAN VOLUNTEER FIRE DEPARTMENT
    58 S 7TH ST
    AULTMAN,PA15713     		  TAX EXEMPT CIVIC ORG SOCIAL/WELFARE 1,500
    CORAL GRACETON FIRE DEPARTMENT
    PO BOX 167 437 1ST STREET
    CORAL,PA15731     		  TAX EXEMPT CIVIC ORG SOCIAL/WELFARE 1,500
    FOUNDATION FOR IUP
    1011 SOUTH DRIVE SUTTON HALL G-1
    INDIANA,PA15705     		  OPERATING FOUNDATION EDUCATION/NATURAL SCIENCES AND MATHEMATICS BUILDING FUND 1,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 NORTH LINDEN ST
    DUQUESNE,PA15110     		  PUBLIC CHARITY SOCIAL/WELFARE 1,500
    INDIANA COUNTY HUMANE SOCIETY INC
    191 AIRPORT ROAD
    INDIANA,PA15701     		  PUBLIC CHARITY HEALTH CARE/MEDICAL 250
    INDIANA COUNTY MEALS ON WHEELS
    534 REAR PHILADELPHIA ST
    INDIANA,PA15701     		  PUBLIC CHARITY SOCIAL/WELFARE 1,500
    INDIANA FIRE DEPARTMENT
    1555 INDIAN SPRINGS RD
    INDIANA,PA15701     		  TAX EXEMPT CIVIC ORG SOCIAL/WELFARE 1,500
    INTERNATIONAL RESCUE COMMITTEE
    122 E 42ND STREET
    NEW YORK,NY10168     		  PUBLIC CHARITY SOCIAL/WELFARE 3,000
    LIFE CHOICES
    15A FRANKLIN VILLAGE MALL
    KITTANNING,PA16201     		  PUBLIC CHARITY SOCIAL/WELFARE 2,500
    LIGHT OF LIFE RESCUE MISSION
    PO BOX 6823 915 WESTERN AVE
    PITTSBURGH,PA15212     		  PUBLIC CHARITY SOCIAL/WELFARE 2,500
    SALVATION ARMY
    PO BOX 742 700 NORTH BELL AVE
    CARNEGIE,PA15106     		  PUBLIC CHARITY SOCIAL/WELFARE 1,000
    FOUNDATION FOR IUP
    1011 SOUTH DRIVE SUTTON HALL G-1
    INDIANA,PA15705     		  OPERATING FOUNDATION EDUCATION/NATURAL SCIENCES AND MATHEMATICS BUILDING FUND 10,000
    CHURCH OF THE ASSUMPTION
    PO BOX G 2434 NEAL RD
    CORAL,PA15731     		  TAX EXEMPT CIVIC ORG SOCIAL/WELFARE 11,000
    TARAHUMARA CHILDREN'S HOSPITAL FUND
    14009 SE MATILDA DRIVE
    MILWAUKEE,OR97267     		  TAX EXEMPT CIVIC ORG HEALTH CARE/MEDICAL 8,000
    SHRINER'S HOSPITAL
    3900 ROCKY POINT DR
    TAMPA,FL33607     		  TAX EXEMPT CIVIC ORG HEALTH CARE/MEDICAL 3,000
    OPEN DOOR
    665 PHILADELPHIA ST
    INDIANA,PA15701     		  PUBLIC CHARITY SOCIAL/WELFARE 1,000
    CANTERBURY SHAKER VILLAGE
    288 SHAKER ROAD
    CANTERBURY,NH03224     		  PUBLIC CHARITY SOCIAL WELFARE 500
    OPERATION SMILE
    3641 FACILITY BLVD
    VIRGINIA BEACH,VA23453     		  PUBLIC CHARITY SOCIAL WELFARE 1,000
    ALICE PAUL HOUSE
    PO BOX 417
    INDIANA,PA15701     		  PUBLIC CHARITY SOCIAL WELFARE 2,000
    RED CROSS OF INDIANA CO
    610 KOLTER DRIVE
    INDIANA,PA15701     		  TAX EXEMPT CIVIC ORG HEALTH CARE/MEDICAL 2,000
    HOMER CITY FIRE DEPT
    PO BOX 61 30 S WILEY ST
    HOMER CITY,PA15748     		  TAX EXEMPT CIVIC ORG SOCIAL/WELFARE 2,000
    Total .................................bullet 3a 58,250
    bApproved for future payment
    Total .................................bullet 3b 0
    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 15,077  
    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.....     14 950  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 -10,209  
    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).. 0 5,818 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,818
    (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:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND LEGAL FEES 4,065 2,033   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 874 874
    AB SMALL CAP GRW ADV 30,989 30,989
    ABB LTD 1,062 1,062
    ABBOTT LABORATORIES 6,569 6,569
    ABBVIE INC COM 1,179 1,179
    ACCENTURE PLC IRELAND CL A 784 784
    ADIDAS AG 3,477 3,477
    ADYEN N V UNSPONSRED ADR 3,434 3,434
    AIA GROUP LTD SPON ADR 5,208 5,208
    AIR LIQUIDE ADR 855 855
    ALCON INC 2,573 2,573
    ALFA LAVAL AB-UNSPONS ADR 1,003 1,003
    ALIBABA GROUP HLDG LTD 3,258 3,258
    ALLEGION PUB LTD CO 1,746 1,746
    ALLIANZ SE ADR 3,131 3,131
    ALLSTATE CORP 1,099 1,099
    ALPHABET INC CL C 5,256 5,256
    AMBEV S A SPONSORED ADR 1,102 1,102
    AMC NETWORKS INC CL A 751 751
    AMEREN CORP 546 546
    AMERICAN ELECTRIC POWER CO 1,749 1,749
    AMERICAN EXPRESS CO 967 967
    AMERICAN TOWER REIT 1,796 1,796
    AMPHENOL CORP CL A 5,100 5,100
    ANALOG DEVICES INC 886 886
    ANHEUSER BUSCH INBEV SA SPON 1,328 1,328
    APPLE INC 2,123 2,123
    APTIV PLC 4,690 4,690
    ASML HOLDING NV NY REG NEW 2,439 2,439
    AT&T INC 1,869 1,869
    ATLAS COPCO AS A ADR A NEW 2,452 2,452
    AUTODESK INC DELAWARE 2,748 2,748
    AUTOMATIC DATA PROCESSING INC 4,757 4,757
    AVALONBAY COMM INC 160 160
    AVERY DENNISON CORPORATION 310 310
    BAKER HUGHES COMPANY CL A 480 480
    BANCO BILBAO VIZ ARG SA ADS 2,134 2,134
    BANK OF AMERICA 1,788 1,788
    BASF SE SP ADR 827 827
    BAXTER INTL INC 401 401
    BAYER AG SPON ADR 846 846
    BAYERISCHE MOTOREN WERKE ADR 1,614 1,614
    BEST BUY CO 200 200
    BIOGEN INC COM 3,183 3,183
    BLACKROCK GLB LONG SHORT EQ 25,772 25,772
    BLACKROCK INC 1,443 1,443
    BLACKSTONE ALT MULTI-STRAT INST 21,281 21,281
    BRISTOL MYERS SQUIBB CO 1,985 1,985
    BROADCOM INC 5,692 5,692
    BUNZL PLC NEW 1,394 1,394
    BURBERRY GROUP PLC SPONS ADR 1,154 1,154
    CAMPBELL SOUP 2,176 2,176
    CANADIAN NATL RAILWAY CO 2,307 2,307
    CDW CORPORATION 4,481 4,481
    CERENCE INC 402 402
    CHARLES SCHWAB NEW 6,630 6,630
    CHECK POINT SOFTWARE TECH LTD 2,127 2,127
    CHEVRON CORP 1,351 1,351
    CHUBB LTD 1,231 1,231
    CHUGAI PHARMACEUTIC UNSP ADR 1,915 1,915
    CISCO SYS INC 1,745 1,745
    CITRIX SYSTEMS INC 2,602 2,602
    CME GROUP INC 728 728
    CMS ENERGY CP 366 366
    COCA COLA CO 1,919 1,919
    COLUMBIA SPORTSWEAR CO 524 524
    COMCAST CORP (NEW) CLASS A 6,131 6,131
    COMERICA INC 838 838
    COMPAGNIE DE ST GOBAIN UNSP 1,620 1,620
    CONOCOPHILLIPS 1,480 1,480
    CONSOLIDATED EDISON INC 723 723
    CREE RESEARCH INCH 1,377 1,377
    CROWN CASTLE INTL CORP 478 478
    CULLEN FROST BANKERS INC 872 872
    CUMMINS INC 1,590 1,590
    DASSAULT SYSTEMS SA ADS 2,444 2,444
    DBS GROUP HOLDINGS LTD SP 2,282 2,282
    DEERE & CO 1,345 1,345
    DEUTSCHE TELEKOM AG 1 ORD 1ADS 987 987
    DEUTSCHE WOHNEN AG UNSPONSORED 1,707 1,707
    DIAGEO PLC SPON ADR NEW 2,700 2,700
    DIGITAL REALTY TRUST INC 698 698
    DISCOVERY INC SER A 1,565 1,565
    DNB ASA SPONSORED ADR 1,903 1,903
    DOLBY CLA A COM STK 1,263 1,263
    DOMINION ENERGY INC 1,730 1,730
    DTE ENERGY COMPANY 364 364
    DUKE ENERGY CORPORATION 1,007 1,007
    DUPONT 924 924
    E V INCOME FUND OF BOSTON 35,085 35,085
    EATON CORP PLC 601 601
    EBAY INC 804 804
    ELI LILLY & CO 2,364 2,364
    EMERSON ELECTRIC CO 723 723
    ENTERGY CORP NEW 1,597 1,597
    EOG RESOURCES INC 349 349
    EPIROC AKTIEBOLAG ADR 1,236 1,236
    EQUINOR ASA 1,215 1,215
    ERSTE GROUP BANK AG SPONS ADR 1,016 1,016
    EVERSOURCE ENERGY COM 519 519
    EXELON CORP 1,267 1,267
    EXTRA SPACE STORAGE INC 348 348
    FACEBOOK INC CL-A 4,643 4,643
    FANUC CORPORATION UNSP ADR 864 864
    FIDELITY NATL INFORMATION 424 424
    FIFTH 3RD BANCORP OHIO 744 744
    FIREEYE INC 1,545 1,545
    FLOWSERVE CORP 1,327 1,327
    FOMENTO ECONOMIC MEXICANO 1,288 1,288
    FREEPORT-MCMORAN CL-B 937 937
    FUCHS PETROLUB AG UNSPON ADR 470 470
    GEA GROUP AG SPON ADR 1,823 1,823
    GENERAL MILLS INC 2,470 2,470
    GENL DYNAMICS CORP 893 893
    GILEAD SCIENCE 291 291
    GLAXOSMITHKLINE PLC ADR 1,472 1,472
    GUARDANT HEALTH INC 1,675 1,675
    HARLEY DAVIDSON INC 1,101 1,101
    HARTFORD FIN SERS GRP INC 2,057 2,057
    HDFC BANK LTD ADR 2,818 2,818
    HEINEKEN NV SPN ADR 1,005 1,005
    HERSHEY COMPANY 305 305
    HOME DEPOT INC 1,594 1,594
    HONEYWELL INTERNATIONAL INC 1,489 1,489
    HONG KONG EXCHANGES & CLEARING 1,806 1,806
    IBEROLA SA SPON ADR 1,553 1,553
    ICICI BANK LTD 1,233 1,233
    IMMUNOGEN INC 200 200
    INFINEON TECHNOLOGIES AG 6,014 6,014
    INTERNATIONAL PAPER CO 845 845
    INTESA SANPAOLI S.P.A ADR 1,174 1,174
    INTL BUSINESS MACHINES CORP 2,266 2,266
    INTL FLAVORS & FRAGRANCES 2,721 2,721
    IONIS PHARMACEUTICALS INC 1,527 1,527
    IQVIA HOLDINGS INC 8,062 8,062
    ITAU UNIBANCO MULTIPLE ADR 1,443 1,443
    JOHNSON & JOHNSON 4,092 4,092
    JOHNSON CTLS INTL PLC 2,143 2,143
    JPMORGAN CHASE & CO 2,160 2,160
    KEYCORP NEW 459 459
    KIMBERLY CLARK CORP 2,157 2,157
    KLA CORPROATION 1,295 1,295
    KNORR BREMSE AG ADR 1,587 1,587
    KOMATSU LTD SPON ADR NEW 1,273 1,273
    KONINKLUKE PHIL EL SP ADR NEW 1,571 1,571
    KRAFT HEINZ CO COM 624 624
    KUBOTA CP ADR 1,545 1,545
    L OREAL CO ADR 3,731 3,731
    L3HARRIS TECHNOLOGIES INC 2,079 2,079
    LAM RESEARCH CORPORATION 1,416 1,416
    LIBERTY BROADBAND CORP S-A 315 315
    LIBERTY BROADBAND CORP S-C 633 633
    LIBERTY MEDIA C SER A SIRIUSXM 302 302
    LIBERTY MEDIA C SER C SIRIUSXM 566 566
    LIBERTY MEDIA CORP SER A 114 114
    LIBERTY MEDIA CORP SER C 128 128
    LINDE PLC 1,318 1,318
    LIONS GATE ENTMNT CORP CL B 374 374
    LOCKHEED MARTIN CORP 1,420 1,420
    LONZA GROUP AG ZUERICH ADR 3,781 3,781
    LORD ABBETT SHT DURATION INC F 33,220 33,220
    M&T BANK CORP 1,528 1,528
    MARSH & MCLENNAN COS INC 1,053 1,053
    MASTERCARD INC CL A 7,853 7,853
    MCDONALDS CORP 644 644
    MEDTRONIC PLC SHS 1,991 1,991
    MERCADOLIBRE INC 1,675 1,675
    MERCK & CO INC NEW COM 3,272 3,272
    MICROSOFT CORP 10,231 10,231
    MIRAE EMERG MKTS GRT CONSMR 44,064 44,064
    MONDELEZ INTL INC COM 1,637 1,637
    NATIONAL GRID PLC SPON ADR 1,181 1,181
    NATIONAL OILWELL VARCO INC 687 687
    NESTLE SPON ADR REP REG SHR 5,301 5,301
    NEXTERA ENERGY INC 617 617
    NIKE INC B 4,951 4,951
    NITORI HLDGS CO LTD ADR 1,059 1,059
    NORTHERN TRUST CORP 745 745
    NORTHROP GRUMMAN CP 305 305
    NOVOZYMES A/S UNSPONS APR 799 799
    NOW INC 574 574
    NUANCE COMMUNICATIONS INC 794 794
    NUCOR CORPORATION 851 851
    OCADO GROUP PLC SPONSORED ADR 1,677 1,677
    PACKAGING CORP AMER 276 276
    PARKER HANNIFIN CORP 545 545
    PENTAIR PLC 1,646 1,646
    PEPSICO INC NC 1,037 1,037
    PGIM TOTAL RETURN BOND Z 61,461 61,461
    PHILIP MORRIS INTL INC 828 828
    PHILLIPS 66 COM 350 350
    PING AN INSURANCE ADR 1,348 1,348
    PINNACLE WEST CAPITAL CORP 160 160
    PJSC LUKOIL SPONSORED ADR 889 889
    PNC FINL SVSC GP 1,043 1,043
    PPL CORPORATION 1,692 1,692
    PRINCIPAL SM MDCP DIV INC I 29,632 29,632
    PROCTER & GAMBLE 3,479 3,479
    QURATE RETAIL INC SER A 395 395
    RAYTHEON CO (NEW) 429 429
    RIO TINTO PLC SPON ADR 1,805 1,805
    ROCHE HOLDINGS ADR 3,946 3,946
    ROYAL DUTCH SHELL PLC 1,757 1,757
    ROYAL DUTCH SHELL PLC CL B 1,008 1,008
    SAP AG 4,042 4,042
    SCHNEIDER ELEC SA UNSP ADR 4,690 4,690
    SEA LIMITED ADR 1,194 1,194
    SEAGATE TECHNOLOGY PLC 2,549 2,549
    SEMPRA ENERGY 1,529 1,529
    SGS SA ADR 810 810
    SHIONOGI & CO LTD UNSPONS ADR 740 740
    SIEMENS AKTIENGESELLSCHAFT 933 933
    SIKA AG ADR 926 926
    SMC CORP JAPAN SPONSORED ADR 1,929 1,929
    SONOCO PRODUCTS CO 1,304 1,304
    SONOVA HLDG AG UNSP ADR 1,208 1,208
    SONY SORP ADR 1974 NEW 2,730 2,730
    SSE PLC SPON ADR 1,077 1,077
    STERICYCLE INC 4,714 4,714
    SUNCOR ENERGY INC 587 587
    SVENSKA HANDELSBANKEN AB ADR 1,080 1,080
    SYMRISE AG UNSPONS ADR 1,497 1,497
    SYSCO CORP 1,040 1,040
    SYSMEX CORP UNSPON ADR 1,624 1,624
    T ROWE PRICE GROUP 757 757
    TAIWAN SMCNDCTR MFG CO LTD ADR 7,415 7,415
    TAKEDA PHARMACEUTICAL CO LTD ADR 1,401 1,401
    TARGET CORPORATION 3,531 3,531
    TE CONNECTIVITY LTD NEW 2,906 2,906
    TECHTRONIC INC LTD SPONS ADR 1,356 1,356
    TENCENT HLDGS LTD UNSPON ADR 4,313 4,313
    TEXAS INSTRUMENTS 1,641 1,641
    TJX COS INC NEW 5,873 5,873
    TOTAL S A SPON ADR 1,425 1,425
    TRANE TECHNOLOGIES PLC 1,161 1,161
    TRAVELERS COMPANIES INC COM 1,825 1,825
    TWITTER INC 3,087 3,087
    U S BANCORP COM NEW 792 792
    ULTA BEAUTY COM NEW 1,149 1,149
    UNICHARM CORP UNSPON ADR 1,745 1,745
    UNILEVER PLC (NEW) ADS 1,388 1,388
    UNION PACIFIC CORP 1,874 1,874
    UNITED PARCEL SER INC CL-B 1,684 1,684
    UNITEDHEALTH GP INC 5,260 5,260
    VERISK ANALYTICS INC COM 4,982 4,982
    VERIZON COMMUNICATIONS 999 999
    VERTEX PHARMACEUTICALS 4,254 4,254
    VESTAS WIND SYSTEMS ADS 2,347 2,347
    WALMART INC 1,009 1,009
    WALT DISNEY CO HLDG CO 725 725
    WASTE MGMT INC 708 708
    WEC ENERGY GROUP INC COM 644 644
    WESTERN DIGITAL CORPORATION 1,828 1,828
    WEYERHAEUSER CO 1,140 1,140
    WHITBREAD PLC SPONSORED ADR 1,204 1,204
    XCEL ENERGY INC 600 600
    YANDEX NVA 765 765
    ZIONS BANCORPORATION N A 1,086 1,086
    ZOETIS INC CLASS-A 5,131 5,131

    TY 2020 OtherDecreasesSchedule
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Description Amount
    NONDEDUCTIBLE MISCELLANEOUS EXPENSE 1,302


    TY 2020 OtherExpensesSchedule
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGEMENT FEES 6,253 6,253   0


    TY 2020 OtherIncomeSchedule2
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONDIVIDEND DISTRIBUTIONS 950 0 950


    TY 2020 OtherIncreasesSchedule
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Description Amount
    UNREALIZED GAIN ON MARKET VALUE OF SECURITIES 73,878


    TY 2020 TaxesSchedule
    Name:
    CARL S & WANDA M WEYANDT FOUNDATION
     
    C/O HILL BARTH & KING LLC
    EIN:
    25-1668618
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 564 564   0
    FEDERAL TAXES PAID 3,326 0   0