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 06-01-2020 , and ending 05-31-2021
Name of foundation
BURRELL L & FRANCES CRAVER NORTHAM
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6643976
B Telephone number (see instructions)

(216) 257-9834
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$1,996,901
J 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... 29,334 29,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,964
b Gross sales price for all assets on line 6a 363,903
7 Capital gain net income (from Part IV, line 2)... 102,964
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)....... 359    
12 Total. Add lines 1 through 11........ 132,657 132,107  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,129 17,703   4,426
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 962 649   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)....... 1,383 1,383    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,474 19,735 0 4,426
25 Contributions, gifts, grants paid....... 77,525 77,525
26 Total expenses and disbursements. Add lines 24 and 25 101,999 19,735 0 81,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 30,658
b Net investment income (if negative, enter -0-) 112,372
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 47,436 54,272 54,272
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)....... 263,698 Click to see attachment234,263 431,427
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,180,173 Click to see attachment1,233,075 1,511,202
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) 1,491,307 1,521,610 1,996,901
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........ 1,491,307 1,521,610
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)..... 1,491,307 1,521,610
30 Total liabilities and net assets/fund balances (see instructions). 1,491,307 1,521,610
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
1,491,307
2
Enter amount from Part I, line 27a .....................
2
30,658
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
505
4
Add lines 1, 2, and 3 ..........................
4
1,522,470
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
860
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,521,610
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 1. EQUITY LIFESTYLE PROPERTIES REIT   2018-09-26 2020-06-04
b 6. EQUITY LIFESTYLE PROPERTIES REIT   2020-04-14 2020-06-04
c 21. HOME DEPOT INC COM   2013-10-07 2020-06-04
d 5. SUN CMNTYS INC   2020-04-14 2020-06-04
e 96. BANK OF AMERICA CORP   2016-08-15 2020-06-10
29. BANK OF AMERICA CORP     2020-06-10
15. NIKE INC CL B   2018-12-14 2020-06-11
7. BOK FINL CORP NEW   2016-08-15 2020-06-17
2. BOK FINL CORP NEW   2020-02-14 2020-06-17
14. CAPITAL ONE FINANCIAL CORP   2017-09-28 2020-06-17
2. CAPITAL ONE FINANCIAL CORP   2020-02-14 2020-06-17
2. MICROSOFT CORP   2016-08-15 2020-06-29
2. ADOBE SYSTEMS INC   2018-12-14 2020-06-30
4. MSCI INC   2019-09-12 2020-08-03
32. AUTOMATIC DATA PROCESSING INC     2020-08-04
20. PAYPAL HOLDINGS INC-W/I   2019-01-02 2020-08-13
8. PAYPAL HOLDINGS INC-W/I   2019-01-02 2020-08-18
2. SERVICE NOW INC   2020-01-21 2020-08-18
4. ALIGN TECHNOLOGY INC   2018-12-14 2020-08-21
52. ELANCO ANIMAL HEALTH INC   2020-05-12 2020-08-24
13. ABBOTT LABORATORIES INC     2020-09-08
6. ADOBE SYSTEMS INC   2018-12-14 2020-09-08
145.367 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-09-08
2. ALIGN TECHNOLOGY INC   2018-12-14 2020-09-08
1. ALPHABET INC/CA-CL C   2018-12-14 2020-09-08
1. ALPHABET INC/CA-CL A   2010-02-24 2020-09-08
1. AMERIPRISE FINANCIAL INC   2020-04-14 2020-09-08
2. ANSYS INC   2020-02-20 2020-09-08
4. AUTODESK INC   2020-06-08 2020-09-08
124.103 BAIRD MIDCAP INST     2020-09-08
142.756 BAIRD MIDCAP INST     2020-09-08
1. CAPITAL ONE FINANCIAL CORP   2017-09-28 2020-09-08
4. COCACOLA CO   2020-04-14 2020-09-08
4. DOLLAR GENERAL CORP   2018-12-14 2020-09-08
9. EAST WEST BANCORP INC   2018-03-13 2020-09-08
15. ELANCO ANIMAL HEALTH INC   2020-05-12 2020-09-08
1. EQUITY LIFESTYLE PROPERTIES REIT   2018-09-26 2020-09-08
9. FACEBOOK INC   2020-03-19 2020-09-08
4. GARTNER INC   2018-12-14 2020-09-08
1. GENERAL DYNAMICS CORP   2016-08-15 2020-09-08
5. HONEYWELL INTL INC   2020-06-10 2020-09-08
1. INTUITIVE SURGICAL INC   2020-08-27 2020-09-08
369.108 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-09-08
27.509 WCM FOCUSED INTL GROWTH-INS   2020-04-14 2020-09-08
19. ISHARES TR S&P 500 INDEX FD   2020-04-14 2020-09-08
17. ISHARES TR S&P 500 INDEX FD   2018-12-14 2020-09-08
108. ISHARES TR S&P SMLCP VALU     2020-09-08
326. ISHARES TR S&P SMLCP VALU     2020-09-08
2. ISHARES TR S&P SMLCP GROW   2019-12-12 2020-09-08
14. ISHARES TR S&P SMLCP GROW     2020-09-08
85. ISHARES CORE MSCI EMERGING MARKETS     2020-09-08
7. LENNAR CORP   2020-02-20 2020-09-08
13. LENNAR CORP   2016-08-15 2020-09-08
1. MSCI INC   2019-09-12 2020-09-08
4. MASTERCARD INC CL A   2019-04-23 2020-09-08
14. MICROSOFT CORP   2016-08-15 2020-09-08
11. MITSUBISHI UFJ FINL GRP ADR   2016-08-15 2020-09-08
5. NIKE INC CL B   2018-12-14 2020-09-08
2. OSHKOSH CORPORATION CLASS B   2020-04-14 2020-09-08
1. PARKER HANNIFIN CORP   2020-02-14 2020-09-08
3. PARKER HANNIFIN CORP   2018-10-22 2020-09-08
7. PAYPAL HOLDINGS INC-W/I     2020-09-08
1. PIONEER NAT RES CO   2016-08-15 2020-09-08
2. PROCTER & GAMBLE CO   2020-08-21 2020-09-08
5. QUALCOMM   2020-04-16 2020-09-08
2. RPM INTERNATIONAL INC   2020-06-04 2020-09-08
1. REGENERON PHARMACEUTICALS INC   2018-12-14 2020-09-08
5. SALESFORCE.COM   2020-01-14 2020-09-08
339. REAL ESTATE SELECT SECT SPDR ETF   2019-03-21 2020-09-08
2. SERVICE NOW INC   2020-01-21 2020-09-08
9. STARBUCKS CORP COM   2020-06-11 2020-09-08
1. SUN CMNTYS INC   2018-09-13 2020-09-08
23. TWITTER INC   2018-08-30 2020-09-08
2. UNITEDHEALTH GROUP INC COM   2020-08-04 2020-09-08
5. VISA INC CLASS A SHARES   2018-12-14 2020-09-08
2. VISA INC CLASS A SHARES   2020-04-14 2020-09-08
3.63 WELLS FARGO SPECIAL US MID CAP VALUE I   2020-02-14 2020-09-08
40.88 WELLS FARGO SPECIAL US MID CAP VALUE I   2018-12-14 2020-09-08
11. XYLEM INC   2020-03-05 2020-09-08
8. ZOETIS INC   2018-12-14 2020-09-08
5. ALLEGION PLC SEDOL BFRT3W7   2019-06-17 2020-09-08
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2018-12-14 2020-09-08
25. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2018-01-03 2020-09-08
2. CHUBB LTD SEDOL B3BQMF6   2016-08-15 2020-09-08
19. MICROSOFT CORP   2016-08-15 2020-09-29
106. BANK OF AMERICA CORP   2016-08-15 2020-12-22
.75 COMMERCE BANCSHARES INC   2019-10-18 2020-12-24
5. DANAHER CORP   2016-08-15 2021-01-06
4. DANAHER CORP   2020-09-08 2021-01-06
5. AUTODESK INC   2020-06-08 2021-01-13
3. BOK FINL CORP NEW   2020-04-14 2021-01-13
25. BOK FINL CORP NEW   2016-08-15 2021-01-13
3. MSCI INC   2019-09-12 2021-01-13
28. DOLLAR GENERAL CORP   2018-12-14 2021-02-02
62. OSHKOSH CORPORATION CLASS B     2021-02-02
1. OSHKOSH CORPORATION CLASS B   2020-04-14 2021-02-02
10. REGENERON PHARMACEUTICALS INC   2018-12-14 2021-02-11
1. ALPHABET INC/CA-CL C   2018-12-14 2021-02-23
6. PAYPAL HOLDINGS INC-W/I   2016-08-15 2021-02-23
21. PIONEER NAT RES CO     2021-02-24
1. PIONEER NAT RES CO   2020-04-14 2021-02-24
4. ALIGN TECHNOLOGY INC   2018-12-14 2021-03-02
3. MICROCHIP TECHNOLOGY INC     2021-03-12
4. AMERIPRISE FINANCIAL INC   2016-08-15 2021-03-16
2. AMERIPRISE FINANCIAL INC   2020-04-14 2021-03-16
8. GARTNER INC   2018-12-14 2021-04-05
6. ABBOTT LABORATORIES INC   2019-10-23 2021-05-21
3. ADOBE SYSTEMS INC   2018-12-14 2021-05-21
211.188 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2021-05-21
1. ALIGN TECHNOLOGY INC   2018-12-14 2021-05-21
1. ALPHABET INC/CA-CL C   2018-12-14 2021-05-21
7. AMERIPRISE FINANCIAL INC   2016-08-15 2021-05-21
1. AMGEN INC   2016-10-03 2021-05-21
3. AMGEN INC   2020-09-08 2021-05-21
2. ANSYS INC   2017-06-30 2021-05-21
2. AUTODESK INC   2020-06-08 2021-05-21
54.518 BAIRD MIDCAP INST   2019-01-22 2021-05-21
63. CABOT OIL & GAS CORP COM   2019-11-15 2021-05-21
7. CAPITAL ONE FINANCIAL CORP   2021-01-11 2021-05-21
7. CINCINNATI FINANCIAL CORP   2020-12-22 2021-05-21
15. COCACOLA CO     2021-05-21
8. COMMERCE BANCSHARES INC     2021-05-21
3. COMMERCE BANCSHARES INC   2020-09-08 2021-05-21
26. CORTEVA INC-W/I   2020-01-22 2021-05-21
5. CORTEVA INC-W/I   2020-09-08 2021-05-21
6. CROWN CASTLE INTL CORP   2021-03-19 2021-05-21
3. CULLEN FROST BANKERS INC   2021-03-17 2021-05-21
7. DANAHER CORP     2021-05-21
15. EAST WEST BANCORP INC   2018-03-13 2021-05-21
10. EQUITY LIFESTYLE PROPERTIES REIT   2018-09-26 2021-05-21
4. FACEBOOK INC     2021-05-21
1. GARTNER INC   2018-12-14 2021-05-21
5. GENERAL DYNAMICS CORP   2016-08-15 2021-05-21
1. HONEYWELL INTL INC   2020-06-10 2021-05-21
1. ILLUMINA INC COM   2020-10-07 2021-05-21
12. INVESCO QQQ TRUST ETF   2020-09-08 2021-05-21
322.268 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2021-05-21
55. ISHARES TR S&P 500 INDEX FD   2018-12-14 2021-05-21
84. ISHARES TR S&P SMLCP GROW   2018-12-14 2021-05-21
94. ISHARES CORE MSCI EMERGING MARKETS     2021-05-21
8. J P MORGAN CHASE & CO COM     2021-05-21
1. J P MORGAN CHASE & CO COM   2020-09-08 2021-05-21
26.696 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2021-05-21
9. LENNAR CORP   2016-08-15 2021-05-21
5. MARTIN MARIETTA MATLS INC     2021-05-21
1. MARTIN MARIETTA MATLS INC   2020-09-08 2021-05-21
1. MASTERCARD INC CL A   2019-04-23 2021-05-21
28. MICHELIN (CGDE) UNSPON ADR   2021-03-17 2021-05-21
13. MICROSOFT CORP     2021-05-21
11. MICROCHIP TECHNOLOGY INC   2016-08-15 2021-05-21
94. MITSUBISHI UFJ FINL GRP ADR   2016-08-15 2021-05-21
2. NIKE INC CL B   2018-12-14 2021-05-21
3. NOVARTIS AG SPONSORED ADR     2021-05-21
5. NOVARTIS AG SPONSORED ADR   2020-09-08 2021-05-21
5. PARKER HANNIFIN CORP   2018-10-22 2021-05-21
7. PAYPAL HOLDINGS INC-W/I   2016-08-15 2021-05-21
11. PHILLIPS 66     2021-05-21
2. QUALCOMM   2020-04-16 2021-05-21
7. RPM INTERNATIONAL INC   2020-06-04 2021-05-21
3. SALESFORCE.COM   2021-01-13 2021-05-21
77. REAL ESTATE SELECT SECT SPDR ETF   2019-03-21 2021-05-21
1. SERVICE NOW INC   2020-01-21 2021-05-21
11. SONY GROUP CORPORATION ADR     2021-05-21
3. SONY GROUP CORPORATION ADR   2020-09-08 2021-05-21
2. STARBUCKS CORP COM   2020-06-11 2021-05-21
5. SUN CMNTYS INC   2018-09-13 2021-05-21
10. TWITTER INC   2018-08-30 2021-05-21
12. TYSON FDS INC COM   2019-06-11 2021-05-21
1. UNITEDHEALTH GROUP INC COM   2020-08-04 2021-05-21
2. VISA INC CLASS A SHARES   2018-12-14 2021-05-21
10. WALGREENS BOOTS ALLIANCE INC   2016-08-15 2021-05-21
391.328 WELLS FARGO SPECIAL US MID CAP VALUE I   2018-12-14 2021-05-21
3. XYLEM INC   2020-03-05 2021-05-21
2. ZOETIS INC   2018-12-14 2021-05-21
10. ALLEGION PLC SEDOL BFRT3W7   2019-06-17 2021-05-21
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2018-12-14 2021-05-21
18. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2018-01-03 2021-05-21
2. MEDTRONIC PLC SEDOL BTN1Y11   2020-09-08 2021-05-21
6. MEDTRONIC PLC SEDOL BTN1Y11   2016-08-15 2021-05-21
22. ALCON INC SEDOL BJXBP41   2019-05-10 2021-05-21
6. CHUBB LTD SEDOL B3BQMF6   2016-08-15 2021-05-21
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 63   48 15
b 377   382 -5
c 5,224   1,589 3,635
d 689   657 32
e 2,561   1,441 1,120
774   822 -48
1,480   1,096 384
425   471 -46
121   161 -40
1,024   1,178 -154
146   205 -59
389   116 273
865   465 400
1,504   927 577
4,346   4,199 147
3,854   1,688 2,166
1,567   675 892
876   629 247
1,183   869 314
1,424   1,065 359
1,345   1,117 228
2,821   1,395 1,426
3,466   4,038 -572
621   435 186
1,541   1,048 493
1,530   267 1,263
151   117 34
625   593 32
905   932 -27
3,100   2,674 426
3,566   2,733 833
71   84 -13
199   191 8
777   418 359
324   611 -287
426   307 119
64   48 16
2,467   1,418 1,049
517   561 -44
148   153 -5
829   778 51
699   703 -4
7,744   6,160 1,584
577   466 111
6,406   5,377 1,029
5,732   4,479 1,253
13,865   12,964 901
41,853   37,808 4,045
359   381 -22
2,513   2,383 130
4,456   4,510 -54
520   494 26
966   608 358
341   232 109
1,328   972 356
2,877   815 2,062
45   58 -13
567   365 202
154   131 23
206   212 -6
617   473 144
1,313   545 768
95   178 -83
271   276 -5
556   383 173
164   153 11
568   381 187
1,222   915 307
12,173   12,146 27
885   629 256
778   688 90
144   103 41
887   815 72
618   614 4
1,006   676 330
402   348 54
132   156 -24
1,484   1,373 111
904   911 -7
1,228   711 517
493   527 -34
1,173   781 392
1,026   973 53
244   253 -9
3,962   1,106 2,856
3,096   1,591 1,505
50   42 8
1,122   407 715
898   784 114
1,586   1,166 420
228   155 73
1,898   1,682 216
1,316   696 620
5,489   2,926 2,563
5,846   3,359 2,487
94   66 28
4,931   3,806 1,125
2,055   1,048 1,007
1,578   231 1,347
3,140   3,453 -313
150   78 72
2,275   869 1,406
434   230 204
887   387 500
443   233 210
1,518   1,122 396
707   488 219
1,468   698 770
6,105   5,867 238
595   217 378
2,347   1,048 1,299
1,793   677 1,116
251   165 86
754   729 25
661   242 419
565   466 99
1,583   1,018 565
1,120   1,147 -27
1,116   767 349
842   588 254
817   677 140
628   454 174
236   173 63
1,170   732 438
225   143 82
1,114   1,004 110
368   347 21
1,775   564 1,211
1,144   1,019 125
703   479 224
1,273   594 679
232   140 92
947   764 183
224   156 68
402   323 79
3,934   3,279 655
8,460   5,379 3,081
22,960   14,492 8,468
10,719   7,132 3,587
6,063   4,936 1,127
1,303   819 484
163   100 63
422   406 16
852   421 431
1,816   1,001 815
363   207 156
368   243 125
832   840 -8
3,192   754 2,438
1,656   668 988
540   495 45
267   146 121
264   220 44
440   438 2
1,534   789 745
1,759   270 1,489
932   887 45
263   153 110
659   537 122
670   653 17
3,263   2,759 504
472   315 157
1,061   568 493
289   229 60
222   153 69
827   509 318
546   355 191
966   993 -27
412   307 105
454   270 184
550   836 -286
20,306   13,145 7,161
346   249 97
351   178 173
1,378   1,055 323
568   312 256
1,165   700 465
256   210 46
767   528 239
1,515   1,394 121
1,000   759 241
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
      8,621
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       15
b       -5
c       3,635
d       32
e       1,120
      -48
      384
      -46
      -40
      -154
      -59
      273
      400
      577
      147
      2,166
      892
      247
      314
      359
      228
      1,426
      -572
      186
      493
      1,263
      34
      32
      -27
      426
      833
      -13
      8
      359
      -287
      119
      16
      1,049
      -44
      -5
      51
      -4
      1,584
      111
      1,029
      1,253
      901
      4,045
      -22
      130
      -54
      26
      358
      109
      356
      2,062
      -13
      202
      23
      -6
      144
      768
      -83
      -5
      173
      11
      187
      307
      27
      256
      90
      41
      72
      4
      330
      54
      -24
      111
      -7
      517
      -34
      392
      53
      -9
      2,856
      1,505
      8
      715
      114
      420
      73
      216
      620
      2,563
      2,487
      28
      1,125
      1,007
      1,347
      -313
      72
      1,406
      204
      500
      210
      396
      219
      770
      238
      378
      1,299
      1,116
      86
      25
      419
      99
      565
      -27
      349
      254
      140
      174
      63
      438
      82
      110
      21
      1,211
      125
      224
      679
      92
      183
      68
      79
      655
      3,081
      8,468
      3,587
      1,127
      484
      63
      16
      431
      815
      156
      125
      -8
      2,438
      988
      45
      121
      44
      2
      745
      1,489
      45
      110
      122
      17
      504
      157
      493
      60
      69
      318
      191
      -27
      105
      184
      -286
      7,161
      97
      173
      323
      256
      465
      46
      239
      121
      241
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 102,964
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 1,562
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 1,562
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 1,562
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 448
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.............. 7 448
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 1,114
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletPNC BANK NA Telephone no.bullet (216) 257-9834

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    5
    22,129    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    1,865,259
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,865,259
    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
    1,865,259
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,979
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,837,280
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    91,864
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    91,864
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,562
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,562
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    90,302
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    90,302
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    90,302
    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
    81,951
    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
    81,951
    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
    81,951
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 90,302
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 77,525
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 81,951
    a Applied to 2019, but not more than line 2a 77,525
    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..... 4,426
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    85,876
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    PRATT INSTITUTE
    MYRTLE HALL
    BROOKLYN,NY112053802
    NONE PC GENERAL SUPPORT 77,525
    Total .................................bullet 3a 77,525
    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 29,334  
    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 ............
        18 102,964  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 359  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   132,657  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    132,657
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Statement:
    The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Name of Stock End of Year Book Value End of Year Fair Market Value
    002824100 ABBOTT LABORATORIES 7,073 10,382
    00724F101 ADOBE INC 3,493 22,202
    016255101 ALIGN TECHNOLOGY INC 1,302 3,541
    02079K107 ALPHABET INC/CA-CL C 6,268 14,469
    02079K305 ALPHABET INC/CA-CL A 535 4,714
    023135106 AMAZON COM INC 9,936 9,669
    03076C106 AMERIPRISE FINANCIAL 2,031 5,457
    031162100 AMGEN INC 3,434 5,711
    03662Q105 ANSYS INC 2,787 7,773
    052769106 AUTODESK INC 3,375 6,575
    127097103 CABOT OIL & GAS CORP 3,884 3,624
    14040H105 CAPITAL ONE FINANCIA 3,776 7,878
    172062101 CINCINNATI FINANCIAL 3,694 5,355
    191216100 COCA COLA CO 3,846 5,031
    200525103 COMMERCE BANCSHARES 2,592 3,582
    22052L104 CORTEVA INC-W/I 4,134 6,689
    22822V101 CROWN CASTLE INTL CO 5,138 6,064
    229899109 CULLEN FROST BANKERS 2,469 3,983
    235851102 DANAHER CORP 2,759 8,965
    27579R104 EAST WEST BANCORP IN 2,946 4,337
    28414H103 ELANCO ANIMAL HEALTH 3,016 5,217
    29472R108 EQUITY LIFESTYLE PRO 1,583 2,338
    30303M102 FACEBOOK INC 3,214 17,751
    366651107 GARTNER INC 2,921 4,869
    369550108 GENERAL DYNAMICS COR 3,155 4,178
    438516106 HONEYWELL INTL INC 3,890 5,773
    452327109 ILLUMINA INC 3,557 4,462
    46120E602 INTUITIVE SURGICAL I 3,514 4,211
    46625H100 JPMORGAN CHASE & CO 2,718 6,405
    526057104 LENNAR CORP 3,011 7,030
    526057302 LENNAR CORP 73 157
    55354G100 MSCI INC 1,391 2,809
    573284106 MARTIN MARIETTA MATL 3,156 6,182
    57636Q104 MASTERCARD INC CL A 3,619 9,015
    59410T106 MICHELIN (CGDE) 5,523 5,625
    594918104 MICROSOFT CORP 3,912 25,218
    595017104 MICROCHIP TECHNOLOGY 2,672 6,906
    606822104 MITSUBISHI UFJ FINL 2,321 2,704
    64110L106 NETFLIX INC 5,923 5,531
    654106103 NIKE INC 2,192 4,094
    66987V109 NOVARTIS AG 3,044 3,800
    701094104 PARKER HANNIFIN CORP 3,254 6,471
    70450Y103 PAYPAL HOLDINGS INC- 1,926 13,001
    718546104 PHILLIPS 66 3,475 3,874
    742718109 PROCTER & GAMBLE CO 5,372 5,259
    747525103 QUALCOMM 3,602 6,323
    749685103 RPM INTERNATIONAL IN 4,220 5,144
    79466L302 SALESFORCE.COM 7,435 10,000
    81762P102 SERVICE NOW INC 3,848 7,108
    835699307 SONY GROUP CORPORATI 3,301 6,873
    855244109 STARBUCKS CORP 4,059 6,833
    866674104 SUN CMNTYS INC 1,431 2,344
    90184L102 TWITTER INC 3,224 5,742
    902494103 TYSON FOODS INC 4,055 3,975
    91324P102 UNITEDHEALTH GROUP I 4,909 6,591
    92826C839 VISA INC 5,542 9,319
    931427108 WALGREENS BOOTS ALLI 3,585 2,528
    98419M100 XYLEM INC 4,082 6,024
    98978V103 ZOETIS INC 4,417 8,834
    G0176J109 ALLEGION PLC 4,029 5,479
    G1151C101 ACCENTURE PLC CLASS 4,973 9,029
    G51502105 JOHNSON CTLS INTL PL 3,417 6,321
    G5960L103 MEDTRONIC PLC 3,800 5,570
    H01301128 ALCON INC 3,554 4,599
    H1467J104 CHUBB LTD 2,876 3,910

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    00769G543 CAMBIAR INTL EQUITY AT COST 70,158 80,073
    057071813 BAIRD MIDCAP INST AT COST 31,235 60,071
    057071854 BAIRD AGGREGATE BOND AT COST 166,728 177,383
    38145N220 GOLDMAN SACHS ABSOLU AT COST 87,841 99,218
    46090E103 INVESCO QQQ TRUST AT COST 49,181 60,107
    461418444 WCM FOCUSED INTL GRO AT COST 49,337 80,600
    464287200 ISHARES CORE S&P 500 AT COST 136,749 218,836
    464287226 ISHARES CORE US AGGR AT COST 172,378 177,553
    464287887 ISHARES S&P SMALL CA AT COST 21,307 40,222
    46434G103 ISHARES CORE MSCI EM AT COST 44,768 60,985
    52106N459 LAZARD GLOBAL LISTED AT COST 74,147 79,167
    592905749 METROPOLITAN WEST UN AT COST 77,645 78,827
    77958B105 T ROWE PRICE INSTITU AT COST 59,476 59,131
    81369Y860 REAL ESTATE SELECT S AT COST 47,425 60,304
    949915482 WELLS FARGO SPECIAL AT COST 49,133 79,939
    957663503 WESTERN ASSET CORE P AT COST 95,567 98,786

    TY 2020 OtherDecreasesSchedule
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 517
    RETURN OF CAPITAL COST ADJUSTMENT 4
    RETURN OF CAPITAL ADJUSTMENT 339


    TY 2020 OtherExpensesSchedule
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 1,371 1,371   0
    ADR SERVICE FEES 12 12   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 359 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Description Amount
    2019 TRANSACTIONS POSTED IN 2020 484
    ROUNDING ADJUSTMENT 21


    TY 2020 TaxesSchedule
    Name:
    BURRELL L & FRANCES CRAVER NORTHAM
    EIN:
    25-6643976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 194 194   0
    FEDERAL TAX PAYMENT - PRIOR YE 313 0   0
    FOREIGN TAXES ON QUALIFIED FOR 253 253   0
    FOREIGN TAXES ON NONQUALIFIED 202 202   0