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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE H GLENN SAMPLE JR MD MEMORIAL FUND
 
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

91-6453143
B Telephone number (see instructions)

(412) 768-9969
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$5,034,175J 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... 116,112 116,112  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 360,846
b Gross sales price for all assets on line 6a 2,191,647
7 Capital gain net income (from Part IV, line 2)... 360,846
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 476,958 476,958  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,394 64,025   3,370
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,113 143   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,019 1,019    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,526 65,187 0 3,370
25 Contributions, gifts, grants paid....... 246,804 246,804
26 Total expenses and disbursements. Add lines 24 and 25 319,330 65,187 0 250,174
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 157,628
b Net investment income (if negative, enter -0-) 411,771
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 168,579 189,599 189,599
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)....... 223,578 127,959 248,554
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).......... 4,373,999 Click to see attachment4,606,224 4,596,022
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) 4,766,156 4,923,782 5,034,175
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,737,259 4,923,782
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 28,897  
30 Total net assets or fund balances (see instructions)..... 4,766,156 4,923,782
31 Total liabilities and net assets/fund balances (see instructions). 4,766,156 4,923,782
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,766,156
2
Enter amount from Part I, line 27a .....................
2
157,628
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,923,784
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,923,782
Form 990-PF (2018)
Form 990-PF (2018)
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 9. ADIDAS AG SPONSORED ADR   2016-07-13 2018-01-03
b 15. CROWN CASTLE INTL CORP   2017-04-06 2018-01-05
c 30. ABBVIE INC   2017-09-28 2018-01-09
d 36. ACTIVISION BLIZZARD INC   2017-03-13 2018-01-09
e 30. ADOBE SYSTEMS INC   2013-10-25 2018-01-09
12. ALBEMARLE CORP   2017-05-15 2018-01-09
7. ALBEMARLE CORP   2016-12-13 2018-01-09
15. ALEXION PHARMACEUTICALS INC   2017-07-27 2018-01-09
43. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-01-09
10. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2017-04-10 2018-01-09
4. ALPHABET INC/CA-CL C   2005-02-24 2018-01-09
4. ALPHABET INC/CA-CL A   2005-02-24 2018-01-09
8. AMAZON.COM INC   2008-12-01 2018-01-09
23. APPLE INC   2017-02-16 2018-01-09
42. APPLE INC   2005-01-06 2018-01-09
5. BIOMARIN PHARMACEUTICAL INC   2017-04-06 2018-01-09
17. BIOMARIN PHARMACEUTICAL INC   2013-06-14 2018-01-09
6. BOEING CO   2017-07-27 2018-01-09
10. BOEING CO   2010-02-17 2018-01-09
33. BRISTOL MYERS SQUIBB CO   2017-07-25 2018-01-09
5. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-01-09
17. BRISTOL MYERS SQUIBB CO   2017-03-16 2018-01-09
12. CATERPILLAR INC   2017-10-25 2018-01-09
14. CELGENE CORP   2017-12-13 2018-01-09
12. CELGENE CORP   2013-02-05 2018-01-09
7. CHARTER COMMUNICATIONS INC-A   2016-12-20 2018-01-09
1. CHARTER COMMUNICATIONS INC-A   2017-05-25 2018-01-09
9. CONCHO RESOURCES INC   2017-12-21 2018-01-09
1. CONCHO RESOURCES INC   2016-12-05 2018-01-09
8. CONCHO RESOURCES INC   2017-05-02 2018-01-09
18. COSTCO WHSL CORP NEW COM   2017-11-03 2018-01-09
5. CROWN CASTLE INTL CORP   2017-04-06 2018-01-09
44. FACEBOOK INC   2012-10-24 2018-01-09
14. FEDEX CORPORATION   2017-10-05 2018-01-09
9. FLEETCOR TECHNOLOGIES INC   2014-01-23 2018-01-09
7. GOLDMAN SACHS GROUP INC COM   2017-09-28 2018-01-09
6. GOLDMAN SACHS GROUP INC COM   2016-07-13 2018-01-09
13. HOME DEPOT INC COM   2017-08-04 2018-01-09
9. HOME DEPOT INC COM   2017-05-10 2018-01-09
8. ILLUMINA INC COM   2017-02-01 2018-01-09
7. INDUSTRIA DE DISENO TEXTIL IND ADR   2017-12-14 2018-01-09
1410. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2016-04-20 2018-01-09
34. J P MORGAN CHASE & CO COM   2017-04-07 2018-01-09
3942.322 JPMORGAN VALUE ADVANTAGE-INS FD 1400   2015-06-24 2018-01-09
49. KERING S A ADR   2017-10-25 2018-01-09
23. LAUDER ESTEE COS INC CL A   2017-08-22 2018-01-09
29. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-01-09
41. MASTERCARD INC CL A   2009-03-02 2018-01-09
20. MCDONALDS CORP COM   2017-07-10 2018-01-09
4. MCDONALDS CORP COM   2017-07-07 2018-01-09
27. MICROSOFT CORP   2017-03-02 2018-01-09
60. MICROSOFT CORP   2015-10-27 2018-01-09
17. MONSTER BEVERAGE CORPORATION   2017-12-08 2018-01-09
28. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-01-09
22. NETFLIX.COM INC   2013-06-03 2018-01-09
9. NETFLIX.COM INC   2017-02-08 2018-01-09
19. NVIDIA CORP   2016-01-28 2018-01-09
12. PARKER HANNIFIN CORP   2017-01-19 2018-01-09
3. PARKER HANNIFIN CORP   2016-12-16 2018-01-09
43. PAYPAL HOLDINGS INC-W/I   2017-10-06 2018-01-09
1. PRICELINE GROUP, INC. NAME CHANGE 02/27/18   2010-11-17 2018-01-09
12. RED HAT INC   2010-10-07 2018-01-09
6. RED HAT INC   2017-10-10 2018-01-09
3325.511 ROWE T PRICE VALUE FD INC COM   2015-06-24 2018-01-09
9845.629 T ROWE PRICE SHORTTERM BD FD INC   2010-03-24 2018-01-09
27. SALESFORCE.COM   2017-02-16 2018-01-09
17. SALESFORCE.COM   2009-06-18 2018-01-09
4. SCHLUMBERGER LTD COM   2018-01-09 2018-01-09
20. SPLUNK INC   2012-10-10 2018-01-09
63. TENCENT HOLDINGS LTD UNSPON ADR   2017-12-06 2018-01-09
5. TESLA INC   2017-11-08 2018-01-09
3. TESLA INC   2013-11-26 2018-01-09
1. TESLA INC   2017-05-04 2018-01-09
15. TEXAS INSTRS INC COM   2017-01-26 2018-01-09
10. UNITEDHEALTH GROUP INC COM   2017-07-20 2018-01-09
6. VERTEX PHARMACEUTICALS INC   2017-08-31 2018-01-09
4. VERTEX PHARMACEUTICALS INC   2017-05-01 2018-01-09
54. VISA INC CLASS A SHARES   2011-12-16 2018-01-09
22. WORKDAY INC CL A   2012-11-30 2018-01-09
9. BROADCOM LTD EXCH 04/05/18   2017-03-09 2018-01-09
5. BROADCOM LTD EXCH 04/05/18   2017-11-17 2018-01-09
4263.216 BAIRD AGGREGATE BOND FUND FD 72   2014-10-10 2018-01-11
2947.7 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2016-09-01 2018-01-11
4. FACEBOOK INC   2012-10-31 2018-01-12
4. FACEBOOK INC   2012-10-31 2018-01-12
8. CROWN CASTLE INTL CORP   2017-04-25 2018-01-16
2. GOLDMAN SACHS GROUP INC COM   2016-07-13 2018-01-18
2. GOLDMAN SACHS GROUP INC COM   2016-07-13 2018-01-18
4. ADOBE SYSTEMS INC   2013-10-25 2018-01-23
4. APPLE INC   2005-01-06 2018-01-24
10. APPLE INC   2005-01-06 2018-01-26
7. ABBVIE INC   2017-09-28 2018-01-31
5. MASTERCARD INC CL A   2009-03-02 2018-02-01
8. APPLE INC   2005-01-06 2018-02-05
1. COSTCO WHSL CORP NEW COM   2007-05-24 2018-02-05
1. COSTCO WHSL CORP NEW COM   2017-11-03 2018-02-05
22. INDUSTRIA DE DISENO TEXTIL IND ADR   2017-12-14 2018-02-07
23. INDUSTRIA DE DISENO TEXTIL IND ADR   2017-12-15 2018-02-13
9. ABBVIE INC   2017-09-28 2018-02-14
16. SCHLUMBERGER LTD COM   2018-01-16 2018-02-14
13. SCHLUMBERGER LTD COM   2018-01-09 2018-02-14
6. MCDONALDS CORP COM   2017-05-30 2018-02-16
20. WAL MART STORES INC COM   2018-01-25 2018-02-21
8. CELGENE CORP   2013-02-05 2018-03-22
7. CELGENE CORP   2013-02-05 2018-03-22
8. APPLE INC   2005-01-06 2018-04-02
2. LAUDER ESTEE COS INC CL A   2017-08-22 2018-04-02
5. APPLE INC   2005-01-06 2018-04-03
14. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-04-04
8. ALBEMARLE CORP   2016-07-13 2018-04-10
3. AMERICAN TOWER CORP   2018-04-10 2018-04-12
24. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-04-18
4. APPLE INC   2005-01-06 2018-04-20
17. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-04-23
3. CHARTER COMMUNICATIONS INC-A   2016-12-12 2018-04-27
2. CHARTER COMMUNICATIONS INC-A   2016-10-07 2018-04-27
1. CROCS INC   2001-01-01 2018-04-27
3. FEDEX CORPORATION   2018-02-20 2018-05-08
13. ABBVIE INC   2017-09-19 2018-05-15
1. GOLDMAN SACHS GROUP INC COM   2018-03-08 2018-05-15
2. FEDEX CORPORATION   2017-10-05 2018-05-16
2. FEDEX CORPORATION   2016-09-28 2018-05-16
13. ABBVIE INC   2017-09-08 2018-05-18
1. ACTIVISION BLIZZARD INC   2017-03-13 2018-05-18
2. ADOBE SYSTEMS INC   2013-10-25 2018-05-18
2. ALBEMARLE CORP   2018-05-18 2018-05-18
1. ALEXION PHARMACEUTICALS INC   2017-07-27 2018-05-18
4. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2016-06-14 2018-05-18
1. ALPHABET INC/CA-CL C   2018-05-17 2018-05-18
1. ALPHABET INC/CA-CL A   2018-05-17 2018-05-18
1. AMAZON.COM INC   2018-02-15 2018-05-18
3. APPLE INC   2005-01-06 2018-05-18
997.21 BAIRD INTERMEDIATE BD FD INSTL FD 70   2017-06-12 2018-05-18
24084.735 BAIRD INTERMEDIATE BD FD INSTL FD 70   2015-06-17 2018-05-18
2. BIOMARIN PHARMACEUTICAL INC   2013-06-14 2018-05-18
1. BOEING CO   2018-02-16 2018-05-18
2. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-05-18
2. CATERPILLAR INC   2017-10-25 2018-05-18
2. CELGENE CORP   2013-02-05 2018-05-18
3. CHARTER COMMUNICATIONS INC-A   2016-10-07 2018-05-18
2. CONCHO RESOURCES INC   2016-02-26 2018-05-18
1. COSTCO WHSL CORP NEW COM   2007-05-24 2018-05-18
933.982 DODGE & COX INTERNATIONAL STOCK FUND   2017-09-21 2018-05-18
1459.205 DODGE & COX INTERNATIONAL STOCK FUND   2009-08-03 2018-05-18
1. FEDEX CORPORATION   2016-09-28 2018-05-18
2. FLEETCOR TECHNOLOGIES INC   2018-05-04 2018-05-18
1. GOLDMAN SACHS GROUP INC COM   2018-03-08 2018-05-18
2. HOME DEPOT INC COM   2017-03-02 2018-05-18
1. ILLUMINA INC COM   2017-03-17 2018-05-18
280. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2016-04-20 2018-05-18
8. J P MORGAN CHASE & CO COM   2018-01-18 2018-05-18
1555.386 JPMORGAN VALUE ADVANTAGE-INS FD 1400   2015-06-24 2018-05-18
6. KERING S A ADR   2018-02-16 2018-05-18
1. LAUDER ESTEE COS INC CL A   2017-08-22 2018-05-18
2. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-05-18
2. MASTERCARD INC CL A   2009-03-02 2018-05-18
2. MCDONALDS CORP COM   2017-05-26 2018-05-18
7. MICROSOFT CORP   2015-10-27 2018-05-18
13. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-05-18
4. NETFLIX.COM INC   2013-06-03 2018-05-18
3. NIKE INC CL B   2018-02-14 2018-05-18
1. PARKER HANNIFIN CORP   2016-12-16 2018-05-18
4. PAYPAL HOLDINGS INC-W/I   2017-09-28 2018-05-18
3. RED HAT INC   2010-10-07 2018-05-18
1395.336 ROWE T PRICE VALUE FD INC COM   2015-06-24 2018-05-18
65. SPDR TR UNIT SER 1   2013-03-11 2018-05-18
4. SALESFORCE.COM   2018-04-19 2018-05-18
1. SPLUNK INC   2012-11-19 2018-05-18
4. SQUARE INC - A   2018-01-09 2018-05-18
5. TENCENT HOLDINGS LTD UNSPON ADR   2018-02-20 2018-05-18
5. TEXAS INSTRS INC COM   2017-01-30 2018-05-18
1. UNITEDHEALTH GROUP INC COM   2017-07-20 2018-05-18
4. VISA INC CLASS A SHARES   2011-12-16 2018-05-18
3739.906 WESTERN ASSET INTERMEDIATE BOND FUND CLASS I FD 224   2016-02-09 2018-05-18
3. WORKDAY INC CL A   2012-12-03 2018-05-18
3. CHARTER COMMUNICATIONS INC-A   2016-10-07 2018-05-21
5. HOME DEPOT INC COM   2017-03-02 2018-05-30
5. NETFLIX.COM INC   2013-06-03 2018-06-15
3. FEDEX CORPORATION   2016-09-28 2018-06-27
2. NETFLIX.COM INC   2013-06-03 2018-06-27
2. J P MORGAN CHASE & CO COM   2017-04-07 2018-06-28
6. J P MORGAN CHASE & CO COM   2018-01-18 2018-06-28
6. WORKDAY INC CL A   2012-12-03 2018-06-28
8. VISA INC CLASS A SHARES   2011-12-16 2018-07-12
4. BROADCOM INC   2017-03-02 2018-07-17
4. FEDEX CORPORATION   2016-10-10 2018-07-17
5. PARKER HANNIFIN CORP   2016-12-05 2018-07-18
15773.41 TCW EMERGING MARKETS INCOME FUND CLASS I   2017-09-13 2018-07-18
3. CONSTELLATION BRANDS INC CL A   2018-04-06 2018-07-27
4. CONSTELLATION BRANDS INC CL A   2018-04-02 2018-07-31
5. MCDONALDS CORP COM   2017-05-24 2018-08-01
7. LAUDER ESTEE COS INC CL A   2017-08-17 2018-08-03
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-10
9. SQUARE INC - A   2018-01-09 2018-08-13
5. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2016-06-14 2018-08-14
2. BOOKING HOLDINGS INC   2010-11-30 2018-08-17
5. BROADCOM INC   2017-02-16 2018-08-22
3. FEDEX CORPORATION   2016-11-02 2018-08-23
13. KERING S A ADR   2018-02-16 2018-08-23
5. FEDEX CORPORATION   2016-10-07 2018-08-30
2. FEDEX CORPORATION   2016-10-24 2018-08-31
3. ADOBE SYSTEMS INC   2013-10-25 2018-09-05
300. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2016-04-20 2018-09-12
100. SPDR TR UNIT SER 1   2013-03-11 2018-09-12
4556.052 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2016-09-01 2018-09-12
11. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-13
8. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-20
13. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-27
2. PAYPAL HOLDINGS INC-W/I   2017-09-26 2018-09-27
12. PAYPAL HOLDINGS INC-W/I   2017-09-28 2018-09-27
16. KERING S A ADR   2017-10-25 2018-10-01
5. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-10-01
3. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-10-08
9. PAYPAL HOLDINGS INC-W/I   2017-09-26 2018-10-08
7703.588 ROWE T PRICE VALUE FD INC COM   2015-11-04 2018-10-10
4. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2016-06-14 2018-10-11
18. PAYPAL HOLDINGS INC-W/I   2017-08-08 2018-10-11
1. PARKER HANNIFIN CORP   2016-12-05 2018-10-16
7. CONCHO RESOURCES INC   2016-02-26 2018-10-18
8. TEXAS INSTRS INC COM   2017-01-30 2018-10-18
1. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-19
7. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-22
14. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-23
5. PARKER HANNIFIN CORP   2016-12-05 2018-10-24
7. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-10-25
3. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-25
13. CATERPILLAR INC   2017-10-25 2018-10-25
3. CELGENE CORP   2013-02-05 2018-10-25
8. CELGENE CORP   2018-08-10 2018-10-25
5. TEXAS INSTRS INC COM   2017-01-23 2018-10-25
9. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-10-26
4. PARKER HANNIFIN CORP   2016-12-09 2018-10-26
8. RED HAT INC   2010-10-07 2018-10-29
5. PARKER HANNIFIN CORP   2016-12-06 2018-10-30
6. CATERPILLAR INC   2017-10-25 2018-11-20
3. NVIDIA CORP   2018-05-11 2018-11-21
7. TIFFANY & CO NEW COM   2018-07-23 2018-11-21
6. CATERPILLAR INC   2017-10-25 2018-11-27
3. NVIDIA CORP   2018-05-17 2018-11-29
2. NVIDIA CORP   2018-08-17 2018-11-29
7. TEXAS INSTRS INC COM   2017-01-20 2018-12-10
5. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
6. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
1. CONCHO RESOURCES INC   2016-03-01 2018-12-12
3. MCDONALDS CORP COM   2017-05-24 2018-12-12
1. APPLE INC   2005-01-06 2018-12-14
7. APPLE INC   2018-08-01 2018-12-14
7. CONCHO RESOURCES INC   2016-03-01 2018-12-14
1. ADOBE SYSTEMS INC   2013-10-28 2018-12-17
2. ADOBE SYSTEMS INC   2018-10-25 2018-12-17
1. WYETH XXX-XX-XXXX   2001-01-01 2018-12-17
11. CONCHO RESOURCES INC   2016-03-01 2018-12-19
6. ALEXION PHARMACEUTICALS INC   2018-09-27 2018-12-21
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 904   651 253
b 1,618   1,424 194
c 2,998   2,820 178
d 2,363   1,824 539
e 5,568   1,621 3,947
1,633   1,326 307
953   640 313
1,820   2,096 -276
8,223   3,581 4,642
1,912   1,113 799
4,430   372 4,058
4,463   373 4,090
9,995   343 9,652
4,018   3,149 869
7,338   4,075 3,263
444   434 10
1,510   999 511
1,909   1,458 451
3,181   629 2,552
2,034   1,844 190
308   213 95
1,048   974 74
2,003   1,652 351
1,479   1,515 -36
1,267   597 670
2,488   2,058 430
355   333 22
1,403   1,348 55
156   145 11
1,247   1,006 241
3,367   3,280 87
541   471 70
8,267   988 7,279
3,740   3,538 202
1,776   1,139 637
1,775   1,762 13
1,522   998 524
2,497   2,281 216
1,729   1,430 299
1,959   1,296 663
123   127 -4
196,775   143,143 53,632
3,712   3,106 606
144,289   120,438 23,851
2,355   2,252 103
3,039   2,518 521
3,991   1,604 2,387
6,537   629 5,908
3,461   3,295 166
692   623 69
2,390   1,744 646
5,311   3,301 2,010
1,097   1,067 30
1,807   1,115 692
4,638   1,685 2,953
1,897   1,288 609
4,235   532 3,703
2,483   1,875 608
621   430 191
3,424   3,084 340
1,866   406 1,460
1,491   458 1,033
745   722 23
126,968   119,718 7,250
46,176   47,751 -1,575
2,936   2,370 566
1,848   170 1,678
300   299 1
1,783   595 1,188
3,596   3,086 510
1,679   1,514 165
1,008   379 629
336   295 41
1,659   1,177 482
2,247   1,977 270
929   960 -31
619   489 130
6,433   1,319 5,114
2,403   1,104 1,299
2,417   2,042 375
1,343   1,355 -12
46,128   46,085 43
74,960   79,293 -4,333
720   85 635
720   85 635
849   752 97
502   315 187
503   315 188
800   216 584
702   18 684
1,708   46 1,662
784   631 153
870   77 793
1,303   37 1,266
191   56 135
191   167 24
356   398 -42
371   407 -36
1,019   805 214
1,041   1,258 -217
857   982 -125
951   911 40
1,837   2,141 -304
706   398 308
616   348 268
1,339   37 1,302
298   213 85
834   23 811
783   557 226
742   720 22
416   415 1
1,254   755 499
671   18 653
864   533 331
802   834 -32
523   536 -13
11   11  
727   727  
1,350   1,140 210
242   266 -24
495   443 52
495   350 145
1,382   1,119 263
72   50 22
476   108 368
209   212 -3
121   134 -13
782   311 471
1,066   1,083 -17
1,070   1,088 -18
1,573   1,458 115
560   14 546
10,700   11,079 -379
258,429   267,522 -9,093
177   117 60
351   358 -7
105   63 42
311   275 36
157   99 58
807   804 3
307   187 120
199   56 143
42,692   43,701 -1,009
66,700   42,507 24,193
249   175 74
409   403 6
237   266 -29
376   295 81
270   160 110
39,671   28,426 11,245
889   907 -18
55,154   47,517 7,637
366   294 72
146   106 40
277   111 166
382   31 351
322   299 23
675   378 297
643   518 125
1,297   128 1,169
214   204 10
179   143 36
323   262 61
489   115 374
51,460   49,055 2,405
17,651   10,100 7,551
507   497 10
116   28 88
219   165 54
261   289 -28
553   390 163
245   191 54
519   97 422
39,830   40,989 -1,159
403   150 253
804   787 17
927   737 190
1,979   160 1,819
693   524 169
788   64 724
209   173 36
628   680 -52
708   299 409
1,115   194 921
826   884 -58
921   694 227
800   717 83
126,503   136,440 -9,937
644   691 -47
839   908 -69
783   745 38
943   727 216
136     136
666   371 295
865   389 476
3,635   796 2,839
1,048   1,051 -3
736   519 217
683   638 45
1,231   864 367
493   344 149
773   162 611
46,160   30,456 15,704
28,869   15,538 13,331
115,040   121,883 -6,843
642   438 204
482   318 164
763   518 245
179   126 53
1,075   764 311
865   737 128
287   199 88
362   166 196
730   568 162
284,108   249,296 34,812
557   311 246
1,373   1,100 273
165   143 22
1,039   653 386
799   623 176
55   57 -2
358   397 -39
703   775 -72
745   714 31
340   220 120
146   164 -18
1,475   1,784 -309
226   149 77
602   729 -127
457   375 82
456   282 174
586   570 16
1,360   305 1,055
743   711 32
737   820 -83
436   767 -331
714   944 -230
742   820 -78
471   752 -281
314   493 -179
647   525 122
479   373 106
572   448 124
123   90 33
552   446 106
167   5 162
1,172   1,404 -232
807   633 174
226   54 172
452   498 -46
20     20
1,174   995 179
581   831 -250
      78,129
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       253
b       194
c       178
d       539
e       3,947
      307
      313
      -276
      4,642
      799
      4,058
      4,090
      9,652
      869
      3,263
      10
      511
      451
      2,552
      190
      95
      74
      351
      -36
      670
      430
      22
      55
      11
      241
      87
      70
      7,279
      202
      637
      13
      524
      216
      299
      663
      -4
      53,632
      606
      23,851
      103
      521
      2,387
      5,908
      166
      69
      646
      2,010
      30
      692
      2,953
      609
      3,703
      608
      191
      340
      1,460
      1,033
      23
      7,250
      -1,575
      566
      1,678
      1
      1,188
      510
      165
      629
      41
      482
      270
      -31
      130
      5,114
      1,299
      375
      -12
      43
      -4,333
      635
      635
      97
      187
      188
      584
      684
      1,662
      153
      793
      1,266
      135
      24
      -42
      -36
      214
      -217
      -125
      40
      -304
      308
      268
      1,302
      85
      811
      226
      22
      1
      499
      653
      331
      -32
      -13
       
       
      210
      -24
      52
      145
      263
      22
      368
      -3
      -13
      471
      -17
      -18
      115
      546
      -379
      -9,093
      60
      -7
      42
      36
      58
      3
      120
      143
      -1,009
      24,193
      74
      6
      -29
      81
      110
      11,245
      -18
      7,637
      72
      40
      166
      351
      23
      297
      125
      1,169
      10
      36
      61
      374
      2,405
      7,551
      10
      88
      54
      -28
      163
      54
      422
      -1,159
      253
      17
      190
      1,819
      169
      724
      36
      -52
      409
      921
      -58
      227
      83
      -9,937
      -47
      -69
      38
      216
      136
      295
      476
      2,839
      -3
      217
      45
      367
      149
      611
      15,704
      13,331
      -6,843
      204
      164
      245
      53
      311
      128
      88
      196
      162
      34,812
      246
      273
      22
      386
      176
      -2
      -39
      -72
      31
      120
      -18
      -309
      77
      -127
      82
      174
      16
      1,055
      32
      -83
      -331
      -230
      -78
      -281
      -179
      122
      106
      124
      33
      106
      162
      -232
      174
      172
      -46
      20
      179
      -250
       
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 2 360,846
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 247,690 5,382,182 0.04602
2016 254,839 5,043,624 0.050527
2015 249,343 5,314,680 0.046916
2014 228,722 5,262,757 0.04346
2013 231,158 4,891,261 0.047259
2
Total of line 1, column (d) .....................
2
0.234182
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046836
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,545,463
5
Multiply line 4 by line 3......................
5
259,727
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,118
7
Add lines 5 and 6........................
7
263,845
8
Enter qualifying distributions from Part XII, line 4,.............
8
250,174
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,235
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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 8,235
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 8,235
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,259
b Exempt foreign organizations—tax withheld at source...... 6b
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 4,259
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 3,976
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 2019 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 Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 addressbulletSEE FOOTNOTES
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 768-9969

    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 NA TRUSTEE
    10     		67,394    
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    5,629,912
    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
    5,629,912
    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
    5,629,912
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    84,449
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,545,463
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    277,273
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    277,273
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,235
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,235
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    269,038
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    269,038
    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
    269,038
    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
    250,174
    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
    250,174
    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
    250,174
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 269,038
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 246,804
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 250,174
    a Applied to 2017, but not more than line 2a 246,804
    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 2018 distributable amount..... 3,370
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		265,668
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHARITABLE TRUST GRANT REVIEW COMMI
    THE TOWER AT PNC PLAZA 300 FIFTH A
    PITTSBURGH,PA15222
    (412) 762-5157
    bThe form in which applications should be submitted and information and materials they should include:
    SEE FOOTNOTE
    cAny submission deadlines:
    SEE FOOTNOTE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE FOOTNOTE
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    NATIONAL CHORAL COUNCIL INC
    1650 BROADWAY STE 301
    NEW YORK,NY10019     		NONE PC GENERAL 20,000
    AMYOTROPHIC LATERAL SCLEROSIS
    1275 K STREET NW SUITE 250
    Washington,DC20005     		NONE PC GENERAL 15,000
    WHOSOEVER GOSPEL MISSION RESCUE
    PO BOX 48308
    PHILADELPHIA,PA19144     		NONE PC GENERAL 10,000
    SUPPORT CENTER FOR CHILD ADVOCAT
    ADVOCATES 1617 JFK BOULEVARD SUITE
    Philadelphia,PA19103     		NONE PC GENERAL 10,200
    GRETNA PRODUCTIONS INC
    PO BOX 578
    Mt Gretna,PA17064     		NONE PC GENERAL 4,000
    ONE HOUSE AT A TIME
    411 SUSQUEHANNA RD
    AMBLER,PA19002     		NONE PC GENERAL 5,000
    HISTORICAL SOCIETY OF WESTRN PA
    1212 SMALLMAN ST
    PITTSBURGH,PA15222     		NONE PC GENERAL 12,500
    CENTER FOR VICTIMS
    3433 EAST CARSON STREET
    PITTSBURGH,PA15203     		NONE PC GENERAL 12,500
    NORTH SIDE CHRISTIAN HEALTH CENTER
    816 MIDDLE STREET
    PITTSBURGH,PA15212     		NONE PC GENERAL 15,000
    SISTERS PLACE INC
    418 MITCHELL AVENUE
    CLAIRTON,PA15025     		NONE PC GENERAL 15,000
    PARKINSON FOUNDATION OF WESTERN PA
    575 LINCOLN AVENUE 1ST FLOOR
    Bellevue,PA15202     		NONE PC GENERAL 12,500
    FREE MEDICAL CLINIC OF DUBOIS INC
    47 W LONG AVE
    DUBOIS,PA15801     		NONE PC GENERAL 6,000
    OUR CLUBHOUSE
    2816 SMALLMAN STREET
    Pittsburgh,PA15222     		NONE PC GENERAL 17,500
    MAYA ORGINAZIATION
    7451 WASHINGTON AVENUE
    SWISSVALE,PA15218     		NONE PC GENERAL 9,000
    SIDE PROJECT INC
    2405 QUANTUM BLVD
    Boynton Beach,FL33426     		NONE PC GENERAL 12,500
    THEATRE HISTORICAL SOCIETY OF AMERICA
    461 COCHRAN ROAD 3144
    PITTSBURGH,PA15228     		NONE PC GENERAL 10,000
    SERVICE CORPS OF RETIRED EXECUTIIVES
    409 3RD ST SW 6TH FL
    WASHINGTON,DC20024     		NONE PC GENERAL 12,500
    MOVEABLE FEAST INC
    PO BOX 2298
    BALTIMORE,MD21203     		NONE PC GENERAL 12,500
    UNITED MINISTRIES INC
    7511 FORDSON RD
    Alexandria,VA22306     		NONE PC GENERAL 5,289
    PANHANDLE TRAIL ASSOC OF PA
    2520 HILLTOP RD
    OAKDALE,PA15071     		NONE PC GENERAL 18,000
    HAIR PEACE CHARITIES
    102 CLEVELAND AVENUE
    PITTSBURGH,PA15202     		NONE PC GENERAL 11,815
    Total .................................bullet 3a 246,804
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 116,112  
    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 ............     		    18 360,846  
    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)..   476,958  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    476,958
    (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 (2018)
    Form 990-PF (2018)
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE H GLENN SAMPLE JR MD MEMORIAL FUND
    EIN:
    91-6453143
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 1,558,078 1,512,323
    MUTUAL FUNDS - EQUITY AT COST 3,048,146 3,083,699

    TY 2018 OtherDecreasesSchedule
    Name:
    THE H GLENN SAMPLE JR MD MEMORIAL FUND
    EIN:
    91-6453143
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2


    TY 2018 OtherExpensesSchedule
    Name:
    THE H GLENN SAMPLE JR MD MEMORIAL FUND
    EIN:
    91-6453143
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 1,003 1,003   0
    ADR SERVICE FEES 16 16   0


    TY 2018 TaxesSchedule
    Name:
    THE H GLENN SAMPLE JR MD MEMORIAL FUND
    EIN:
    91-6453143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 143 143   0
    FEDERAL ESTIMATES - PRINCIPAL 3,970 0   0