Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BROADSIDE PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

84-3950403
B Telephone number (see instructions)

(302) 421-2207
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$20,766,396J 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) 56,586
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 184,420 173,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,508,689
b Gross sales price for all assets on line 6a 30,650,128
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 196 196  
12 Total. Add lines 1 through 11........ -1,267,487 173,844  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,705 44,790   36,915
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 56,586 0 0 56,586
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest............... 72 72   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,597 1,275   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 5,603 5,603    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,563 51,740 0 93,501
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 345,563 51,740 0 293,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,613,050
b Net investment income (if negative, enter -0-) 122,104
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......... 107,741 715,319 715,319
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,892,223 Click to see attachment17,671,047 20,051,077
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) 19,999,964 18,386,366 20,766,396
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........ 19,999,964 18,386,366
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)..... 19,999,964 18,386,366
30 Total liabilities and net assets/fund balances (see instructions). 19,999,964 18,386,366
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
19,999,964
2
Enter amount from Part I, line 27a .....................
2
-1,613,050
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,386,914
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
548
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,386,366
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 324. ADVANCE AUTO PARTS INC   2000-01-01 2020-05-01
b 393. ALIBABA GROUP HOLDING-SP ADR   2000-01-01 2020-05-01
c 178. ALPHABET INC   2000-01-01 2020-05-01
d 106. AMAZON COM INC   2000-01-01 2020-05-01
e 1021. AMEREN CORP   2000-01-01 2020-05-01
378. AMERICAN TOWER CORP-CL A   2000-01-01 2020-05-01
441. AMERICAN WTR WKS CO INC NEW   2000-01-01 2020-05-01
637. AMPHENOL CORP NEW   2000-01-01 2020-05-01
163. ANSYS INC   2000-01-01 2020-05-01
702. APPLE COMPUTER INC COM   2000-01-01 2020-05-01
246. APTARGROUP INC   2000-01-01 2020-05-01
5009. BANK AMER CORP   2000-01-01 2020-05-01
118. BLACKROCK INC CL A   2000-01-01 2020-05-01
1850. BLACKSTONE GROUP INC   2000-01-01 2020-05-01
177. BURLINGTON STORES INC   2000-01-01 2020-05-01
258. C D W CORP/DE   2000-01-01 2020-05-01
326. CME GROUP INC   2000-01-01 2020-05-01
271. CABOT MICROELECTRONICS CORP   2000-01-01 2020-05-01
213. CHARTER COMMUNICATIONS INC-A   2000-01-01 2020-05-01
219. CINTAS CORP   2000-01-01 2020-05-01
2061. CITIGROUP INC   2000-01-01 2020-05-01
1933. CONOCOPHILLIPS   2000-01-01 2020-05-01
150. COOPER CO INC NEW   2000-01-01 2020-05-01
786. DANAHER CORP COMMON   2000-01-01 2020-05-01
293. DOVER CORPORATION   2000-01-01 2020-05-01
238. EQUIFAX INC   2000-01-01 2020-05-01
881. FACEBOOK INC   2000-01-01 2020-05-01
1042. FIDELITY NATL INFORMATION SVCS   2000-01-01 2020-05-01
1142. FORTIVE CORP.   2000-01-01 2020-05-01
775. HILTON WORLDWIDE HOLDINGS INC   2000-01-01 2020-05-01
443. HOME DEPOT INC USD 0.05   2000-01-01 2020-05-01
954. I A A INC-W/I   2000-01-01 2020-05-01
152. IDEX CORP COM   2000-01-01 2020-05-01
166. INGREDION INC   2000-01-01 2020-05-01
659. IQVIA HOLDINGS INC   2000-01-01 2020-05-01
104. L3HARRIS TECHNOLOGIES INC   2000-01-01 2020-05-01
199. LABORATORY CORP AMER HLDGS   2000-01-01 2020-05-01
2217. MICROSOFT CORP COM   2000-01-01 2020-05-01
406. NASDAQ STK MKT INC   2000-01-01 2020-05-01
95. NICE SYS LTD SPONSORED ADR   2000-01-01 2020-05-01
1206. NIKE INC CL B   2000-01-01 2020-05-01
889. PEPSICO INC   2000-01-01 2020-05-01
341. PIONEER NAT RES CO   2000-01-01 2020-05-01
176. S & P GLOBAL INC   2000-01-01 2020-05-01
549. SALESFORCE COM INC   2000-01-01 2020-05-01
875. SEA LTD-ADR   2000-01-01 2020-05-01
998. SECTOR SPDR TR SHS BEN   2000-01-01 2020-05-01
159. SERVICENOW INC   2000-01-01 2020-05-01
627. A O SMITH CORP COM   2000-01-01 2020-05-01
309. SYNOPSYS INC COM   2000-01-01 2020-05-01
118. TELEFLEX INC   2000-01-01 2020-05-01
1019. TEXAS INSTRUMENTS INC   2000-01-01 2020-05-01
382. THERMO ELECTRON CORP   2000-01-01 2020-05-01
910. UNION PACIFIC CORP   2000-01-01 2020-05-01
414. UNITED HEALTH GROUP INC   2000-01-01 2020-05-01
167. VERISK ANALYTICS INC-CLASS A   2000-01-01 2020-05-01
1101. VISA INC   2000-01-01 2020-05-01
165. VULCAN MATERIALS COMPANY COM   2000-01-01 2020-05-01
636. WASTE MANAGEMENT INC NEW   2000-01-01 2020-05-01
144. WEST PHARMACEUTICAL SVCS INC   2000-01-01 2020-05-01
165. WEX INC   2000-01-01 2020-05-01
501. WYNDHAM HOTELS & RESORTS INC   2000-01-01 2020-05-01
863. ZOETIS INC   2000-01-01 2020-05-01
270. ALLEGION PLC   2000-01-01 2020-05-01
234. STERIS PLC   2000-01-01 2020-05-01
432. CHUBB LTD   2000-01-01 2020-05-01
6578.947 BNYM DYN TTL RTRN-Y   2020-05-01 2020-07-14
11459.129 ROBECO BP LNG/SHRT RES-INS   2020-05-01 2020-07-14
7863. VANGUARD INTL EQUITY INDEX FD     2020-07-31
17340. ISHARES 1-3 YEAR TREASURY BOND ETF   2020-05-01 2020-08-28
4625. ISHARES 1-3 YEAR TREASURY BOND ETF   2020-05-01 2020-09-08
21858. ISHARES S&P 500 INDEX FUND     2020-09-15
9251. ISHARES 1-3 YEAR TREASURY BOND ETF   2020-05-01 2020-09-18
4. AMAZON COM INC   2020-09-16 2020-09-29
300. YUM BRANDS INC   2020-09-16 2020-09-29
730. EXXON MOBIL CORP   2020-09-16 2020-10-07
189. ELI LILLY & CO COM   2020-09-16 2020-10-28
6942. ISHARES 1-3 YEAR TREASURY BOND ETF   2020-05-01 2020-10-30
128. VERTEX PHARMACEUTICALS INC   2020-09-16 2020-10-30
205. DISNEY (WALT) COMPANY HOLDING CO.   2020-09-16 2020-11-02
193. AMGEN INC   2020-09-16 2020-11-11
104. COSTCO WHSL CORP NEW   2020-09-16 2020-11-11
115. DOLLAR GENERAL CORP   2020-09-16 2020-11-11
110. PFIZER INC COM   2020-09-16 2020-11-20
297. VIATRIS INC   2020-09-16 2020-11-20
.7893 VIATRIS INC   2020-09-16 2020-11-25
15052. ISHARES 1-3 YEAR TREASURY BOND ETF   2020-05-01 2020-12-04
2. PRIOR TRUSTEE TRANSACTIONS     2020-12-31
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    
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    
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 37,922   50,851 -12,929
b 75,856   84,212 -8,356
c 233,451   239,414 -5,963
d 241,577   189,959 51,618
e 72,251   77,392 -5,141
88,150   85,992 2,158
52,416   53,677 -1,261
53,708   68,341 -14,633
41,226   41,698 -472
203,851   193,828 10,023
25,939   27,933 -1,994
114,559   176,201 -61,642
57,222   58,956 -1,734
92,763   109,668 -16,905
31,261   36,147 -4,886
27,486   36,014 -8,528
56,217   66,207 -9,990
31,842   39,008 -7,166
107,801   103,706 4,095
46,551   58,694 -12,143
93,529   161,605 -68,076
75,254   125,867 -50,613
42,175   48,231 -6,056
125,714   120,366 5,348
26,538   33,718 -7,180
32,709   33,510 -801
176,343   181,603 -5,260
133,841   143,477 -9,636
69,549   87,329 -17,780
55,398   82,245 -26,847
96,081   97,742 -1,661
35,380   44,860 -9,480
22,858   26,162 -3,304
13,171   15,332 -2,161
89,963   101,694 -11,731
19,662   20,910 -1,248
30,911   32,778 -1,867
387,326   349,375 37,951
43,084   43,527 -443
15,387   13,926 1,461
102,895   118,438 -15,543
115,562   121,652 -6,090
28,485   51,832 -23,347
50,213   48,013 2,200
85,513   89,542 -4,029
47,348   39,337 8,011
97,015   102,794 -5,779
54,248   45,146 9,102
26,127   29,811 -3,684
45,861   42,596 3,265
39,728   42,909 -3,181
112,078   130,484 -18,406
125,992   124,904 1,088
141,904   163,484 -21,580
116,413   122,262 -5,849
25,512   24,951 561
194,041   206,595 -12,554
17,851   22,780 -4,929
62,241   71,607 -9,366
27,221   21,709 5,512
20,578   36,552 -15,974
17,905   31,413 -13,508
109,403   114,166 -4,763
26,271   33,483 -7,212
32,986   35,485 -2,499
44,028   66,527 -22,499
106,447   100,000 6,447
149,427   150,000 -573
336,097   293,303 42,794
1,499,530   1,502,251 -2,721
399,776   400,687 -911
7,497,495   6,213,186 1,284,309
799,731   801,460 -1,729
12,637   12,727 -90
27,249   28,180 -931
24,360   26,613 -2,253
25,031   28,595 -3,564
599,671   601,420 -1,749
26,600   34,670 -8,070
24,735   27,096 -2,361
46,514   48,424 -1,910
38,738   36,118 2,620
24,646   23,498 1,148
4,009   3,879 130
5,122   4,655 467
13   12 1
1,299,185   1,304,030 -4,845
12,641,722   15,017,386 -2,375,664
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
      17,052
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       -12,929
b       -8,356
c       -5,963
d       51,618
e       -5,141
      2,158
      -1,261
      -14,633
      -472
      10,023
      -1,994
      -61,642
      -1,734
      -16,905
      -4,886
      -8,528
      -9,990
      -7,166
      4,095
      -12,143
      -68,076
      -50,613
      -6,056
      5,348
      -7,180
      -801
      -5,260
      -9,636
      -17,780
      -26,847
      -1,661
      -9,480
      -3,304
      -2,161
      -11,731
      -1,248
      -1,867
      37,951
      -443
      1,461
      -15,543
      -6,090
      -23,347
      2,200
      -4,029
      8,011
      -5,779
      9,102
      -3,684
      3,265
      -3,181
      -18,406
      1,088
      -21,580
      -5,849
      561
      -12,554
      -4,929
      -9,366
      5,512
      -15,974
      -13,508
      -4,763
      -7,212
      -2,499
      -22,499
      6,447
      -573
      42,794
      -2,721
      -911
      1,284,309
      -1,729
      -90
      -931
      -2,253
      -3,564
      -1,749
      -8,070
      -2,361
      -1,910
      2,620
      1,148
      130
      467
      1
      -4,845
      -2,375,664
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -1,508,689
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 1,697
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 1,697
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 1,697
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 161
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,839
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,303
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet850 RefundedBullet 11 12,453
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)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    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 ofbulletBNY MELLON NA Telephone no.bullet (302) 421-2207

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON N A CORPORATE TRUSTEE
    0     		60,539    
    PO BOX 185
    PITTSBURGH,PA152300185
    BESSEMER TRUST PRIOR TRUSTEE
    0     		21,166    
    2 INTERNATIONAL PLACE 22ND FL
    BOSTON,MA021104104
    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
    GORDON FOURNARIS &
    MAMMARELLA PA     		0 56,586
    1925 LOVERING AVE
    WILMINGTON,DE19806
    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
    16,916,945
    b
    Average of monthly cash balances.......................
    1b
    1,628,051
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,544,996
    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
    18,544,996
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    278,175
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,266,821
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    913,341
    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
    913,341
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,697
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,697
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    911,644
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    911,644
    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
    911,644
    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
    293,501
    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
    293,501
    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
    293,501
    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 7 911,644
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 37,721
    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$ 293,501
    a Applied to 2019, but not more than line 2a 37,721
    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..... 255,780
    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 ..........     		655,864
    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
    ST THOMAS AQUINAS HIGH SCHOOL
    197 DOVER POINT RD
    DOVER,NH038204612     		NONE PC GENERAL OPERATING 25,000
    THOMAS MORE COLLEGE
    DR WILLIAM FAHEY PRESIDENT
    MERRIMACK,NH03054     		NONE PC GENERAL OPERATING 100,000
    ST PATRICK ACADEMY
    244 SMITH ST
    PROVIDENCE,RI029084933     		NONE PC GENERAL OPERATING 25,000
    SACRED HEART SCHOOL
    308 SPRING AVE
    TROY,NY12180     		NONE PC GENERAL OPERATING 25,000
    SACRED HEART SCHOOL
    289 LAFAYETTE RD
    HAMPTON,NH03842     		NONE PC GENERAL OPERATING 25,000
    Total .................................bullet 3a 200,000
    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....     14 184,420  
    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 -1,508,689  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERHSIP INCOME     		    14 196  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -1,324,073  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -1,324,073
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BROADSIDE PHILANTHROPIC FOUNDATION
     
    Employer identification number

    84-3950403
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BROADSIDE PHILANTHROPIC FOUNDATION
          		Employer identification number
    84-3950403
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CONFIDENTIAL DONOR
    C/O BNY MELLON NA
    PO BOX 185
    PITTSBURGH, PA152300185

    		$ 56,586


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BROADSIDE PHILANTHROPIC FOUNDATION
          		Employer identification number

    84-3950403
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SERVICES PROVIDED AS CONTRIBUTION TO FDN $ 56,586 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BROADSIDE PHILANTHROPIC FOUNDATION
          		Employer identification number

    84-3950403
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 ContractorCompensationExpln
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Contractor Explanation
    GORDON FOURNARIS &
    MAMMARELLA PA     		PROFESSIONAL SERVICES

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LARGE CAP CORE      
    LARGE CAP STRATEGIES      
    SMALL & MID CAP CORE      
    SMALL & MID CAP STRATEGIES      
    91324P102 UNITED HEALTH GROUP AT COST 130,357 145,883
    91913Y100 VALERO ENERGY CORP N AT COST 24,933 29,982
    808513105 SCHWAB CHARLES CORP AT COST 39,094 59,405
    70450Y103 PAYPAL HOLDINGS INC AT COST 128,360 159,724
    15135B101 CENTENE CORP DEL AT COST 53,372 54,627
    02079K305 ALPHABET INC/CA AT COST 228,892 259,391
    30161N101 EXELON CORP AT COST 38,004 44,331
    872590104 T -MOBILE US INC AT COST 42,673 49,355
    023135106 AMAZON COM INC AT COST 365,891 374,547
    718172109 PHILIP MORRIS INTERN AT COST 92,438 93,553
    452308109 ILLINOIS TOOL WORKS AT COST 109,808 112,134
    742718109 PROCTER & GAMBLE CO AT COST 121,029 120,217
    532457108 ELI LILLY & CO COM AT COST 56,131 62,640
    G5960L103 MEDTRONIC PLC AT COST 102,598 111,049
    464288273 ISHARES MSCI EAFE SM AT COST 604,101 740,025
    78468R622 S P D R BBG BARC HIG AT COST 452,943 473,344
    882508104 TEXAS INSTRUMENTS IN AT COST 121,658 140,659
    64128R608 NEUBERGER BERMAN LON AT COST 767,052 808,913
    254687106 DISNEY (WALT) COMPAN AT COST 58,025 79,538
    110122108 BRISTOL MYERS SQUIBB AT COST 76,363 79,398
    67066G104 NVIDIA CORP AT COST 187,896 188,514
    609207105 MONDELEZ INTERNATION AT COST 86,987 87,120
    16119P108 CHARTER COMMUNICATIO AT COST 99,887 105,186
    92826C839 VISA INC AT COST 215,075 227,479
    009158106 AIR PRODUCTS AND CHE AT COST 80,226 71,857
    126650100 CVS CORP AT COST 39,145 47,127
    88339J105 TRADE DESK INC/THE AT COST 39,416 70,488
    464287804 ISHARES TR S & P SMA AT COST 1,738,728 2,243,830
    723787107 PIONEER NAT RES CO AT COST 31,736 37,584
    9WB000710 LIAB-FUGIO XI PE      
    G8994E103 TRANE TECHNOLOGIES P AT COST 117,028 139,063
    78409V104 S & P GLOBAL INC AT COST 94,310 87,113
    G06242104 ATLASSIAN CORP PLC-C AT COST 38,397 51,919
    87165B103 SYNCHRONY FINANCIAL AT COST 90,938 118,361
    007903107 ADVANCED MICRO DEVIC AT COST 88,518 102,715
    20030N101 COMCAST CORP NEW CL AT COST 63,121 70,740
    30303M102 FACEBOOK INC AT COST 243,651 247,483
    437076102 HOME DEPOT INC USD 0 AT COST 105,181 97,748
    12572Q105 CME GROUP INC AT COST 86,421 92,846
    22788C105 CROWDSTRIKE HOLDINGS AT COST 38,637 62,063
    461202103 INTUIT INC COM AT COST 48,061 56,218
    002824100 ABBOTT LABORATORIES AT COST 86,950 88,796
    256677105 DOLLAR GENERAL CORP AT COST 36,984 38,064
    929089100 VOYA FINANCIAL INC AT COST 73,275 89,979
    302491303 F M C CORP COM NEW AT COST 46,511 47,696
    55024U109 LUMENTUM HOLDINGS IN AT COST 49,451 64,464
    00287Y109 ABBVIE INC AT COST 115,795 136,081
    00724F101 ADOBE SYS INC COM AT COST 91,411 90,522
    126408103 CSX CORP COM AT COST 105,406 117,975
    464287465 ISHARES MSCI EAFE IN AT COST 1,586,643 1,864,785
    191216100 COCA-COLA CO USD AT COST 104,517 112,422
    595112103 MICRON TECHNOLOGY AT COST 120,658 184,191
    438516106 HONEYWELL INTL INC AT COST 105,325 132,512
    65339F101 NEXTERA ENERGY INC AT COST 77,642 83,631
    816851109 SEMPRA ENERGY AT COST 42,522 45,868
    464287507 ISHARES TR S&P MIDCA AT COST 1,772,683 2,264,055
    464287200 ISHARES S&P 500 INDE AT COST 294,658 340,103
    482480100 KLA TENCOR CORP AT COST 41,774 59,290
    988498101 YUM BRANDS INC AT COST 47,907 55,366
    46625H100 J P MORGAN CHASE & C AT COST 132,874 170,274
    G29183103 EATON CORP PLC AT COST 87,963 101,158
    101137107 BOSTON SCIENTIFIC CO AT COST 107,382 93,830
    22160K105 COSTCO WHSL CORP NEW AT COST 52,093 56,517
    060505104 BANK AMER CORP AT COST 78,930 94,567
    026874784 AMERICAN INTERNATION AT COST 88,636 116,609
    83088M102 SKYWORKS SOLUTIONS I AT COST 47,552 51,062
    883556102 THERMO ELECTRON CORP AT COST 86,244 91,293
    9WB000694 LIAB-FUGIO XI VC      
    852234103 SQUARE INC - A AT COST 86,034 120,355
    67103H107 O'REILLY AUTOMOTIVE AT COST 78,308 74,221
    46141Q865 361 GLOBAL LNG/SHRT AT COST 800,000 819,384
    29444U700 EQUINIX INC AT COST 97,998 89,987
    517834107 LAS VEGAS SANDS CORP AT COST 59,718 70,924
    150870103 CELANESE CORP DEL AT COST 101,413 118,505
    03027X100 AMERICAN TOWER CORP- AT COST 66,520 56,339
    717081103 PFIZER INC COM AT COST 80,753 84,295
    166764100 CHEVRONTEXACO CORP AT COST 77,951 86,139
    G46188101 HORIZON THERAPEUTICS AT COST 47,248 46,085
    75513E101 RAYTHEON TECHNOLOGIE AT COST 25,073 29,319
    9WB000702 FUGIO XI PE AT COST 27,512 29,773
    68902V107 OTIS WORLDWIDE CORP AT COST 49,095 54,716
    9WB000728 FUGIO XI VC AT COST 26,956 30,357
    922908553 VANGUARD INDEX TR AT COST 179,031 198,906
    594918104 MICROSOFT CORP COM AT COST 461,778 489,324
    921075297 VAN ECK CM COMMODITY AT COST 160,053 209,822
    89832Q109 TRUIST FINL CORP AT COST 81,878 100,174
    244199105 DEERE & COMPANY AT COST 109,043 134,525
    79466L302 SALESFORCE COM INC AT COST 48,900 42,726
    464287457 ISHARES 1-3 YEAR TRE AT COST 2,376,918 2,369,922

    TY 2020 LegalFeesSchedule
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 56,586     56,586


    TY 2020 OtherDecreasesSchedule
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Description Amount
    COST BASIS ADJUSTMENT 180
    ROC ADJ ON CY SALES 368


    TY 2020 OtherExpensesSchedule
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 8 8   0
    FROM PARTNERSHIP/S-CORP 5,595 5,595   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PARTNERSHIP/S-CORP 196 196  


    TY 2020 TaxesSchedule
    Name:
    BROADSIDE PHILANTHROPIC FOUNDATION
    EIN:
    84-3950403
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,125 1,125   0
    FEDERAL TAX PAYMENT - PRIOR YE 161 0   0
    FEDERAL ESTIMATES - INCOME 161 0   0
    FOREIGN TAXES ON NONQUALIFIED 150 150   0