Form990-PF
Click to see attachment

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
ALLEGHENY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)301 GRANT ST ONE OXFORD CTR STE3
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152196401
A Employer identification number

25-6012303
B Telephone number (see instructions)

(412) 392-2900
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$546,783,894
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 46,147 46,147  
4 Dividends and interest from securities... 7,569,899 7,609,931  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,671,452
b Gross sales price for all assets on line 6a 152,908,677
7 Capital gain net income (from Part IV, line 2)... 15,691,692
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 44,621 -41,300  
12 Total. Add lines 1 through 11........ 23,332,119 23,306,470  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 524,350 90,634   433,716
14 Other employee salaries and wages...... 158,775 11,779   146,996
15 Pension plans, employee benefits....... 269,261 40,132   227,558
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 47,700 7,151   40,549
c Other professional fees (attach schedule).... 806,479 806,479   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 310,427 0   0
19 Depreciation (attach schedule) and depletion... 129,973 0  
20 Occupancy.............. 180,973 31,957   181,207
21 Travel, conferences, and meetings....... 3,491 0   3,491
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 88,885 9,565   80,186
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,520,314 997,697   1,113,703
25 Contributions, gifts, grants paid....... 13,727,800 22,835,800
26 Total expenses and disbursements. Add lines 24 and 25 16,248,114 997,697   23,949,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,084,005
b Net investment income (if negative, enter -0-) 22,308,773
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 30,451 29,183 29,183
2 Savings and temporary cash investments......... 14,490,606 24,598,189 24,598,189
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 36,259 14,801 14,801
10a Investments—U.S. and state government obligations (attach schedule) 21,848,020 Click to see attachment10,598,851 11,925,669
b Investments—corporate stock (attach schedule)....... 256,086,317 Click to see attachment136,070,109 243,232,434
c Investments—corporate bonds (attach schedule)....... 4,643,454 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 66,899,117 Click to see attachment190,762,484 266,283,044
14 Land, buildings, and equipment: basis bullet1,060,173
Less: accumulated depreciation (attach schedule) bullet385,146 794,582 675,027 675,027
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment25,547 Click to see attachment25,547
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 364,828,806 362,774,191 546,783,894
Liabilities 17 Accounts payable and accrued expenses.......... 264,704 234,084
18 Grants payable................. 30,487,000 21,379,000
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)......... 30,751,704 21,613,084
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........... 334,077,102 341,161,107
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........    
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)..... 334,077,102 341,161,107
30 Total liabilities and net assets/fund balances (see instructions). 364,828,806 362,774,191
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
334,077,102
2
Enter amount from Part I, line 27a .....................
2
7,084,005
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
341,161,107
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
341,161,107
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 PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
b HAMILTON LANE MARKET STREET OPP FUND P 2020-01-01 2020-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 152,669,080   137,216,985 15,452,095
b 20,240     20,240
c 219,357     219,357
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       15,452,095
b       20,240
c       219,357
d
e
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 15,691,692
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................................ 1 310,092
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........................... 3 310,092
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- ..... 5 310,092
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 336,547
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 336,547
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 26,455
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet26,455 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SCAIFE.COM
    14
    The books are in care ofbulletALLEGHENY FOUNDATION Telephone no.bullet (412) 392-2900

    Located atbullet301 GRANT ST STE 3900PITTSBURGHPA ZIP+4bullet152196401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MATTHEW A GROLL CHAIRMAN/TRUSTEE
    40.00
    376,000 56,250 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    LISA ORLANDO SECRETARY
    40.00
    136,350 31,944 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    JOANNE B BEYER TRUSTEE
    1.00
    12,000 0 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    JAMES ROHR TRUSTEE
    1.00
    0 0 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    PETER STEPHAICH TRUSTEE
    1.00
    0 0 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    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
    COLLEEN XENAKIS CONTROLLER
    20.00
    78,525 19,484 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    NIKI DILLENBURG PROGRAM OFFICER
    32.00
    65,000 15,125 0
    301 GRANT ST STE 3900
    PITTSBURGH,PA152196401
    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
    PNC FINANCIAL SERVICES GROUP FISCAL AGENT/ADMIN 316,468
    300 5TH AVENUE
    PITTSBURGH,PA15222
    EDGEWOOD MANAGEMENT FUND MANAGEMENT 202,737
    535 MADISON AVENUE 15TH FLOOR
    NEW YORK,NY10022
    COVINGTON INVESTMENT ADVISORS FISCAL AGENT/ADMIN 199,569
    301 EAST MAIN STREET
    LIGONIER,PA15658
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    491,974,569
    b
    Average of monthly cash balances.......................
    1b
    29,879
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    492,004,448
    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
    492,004,448
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,380,067
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    484,624,381
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    24,231,219
    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
    24,231,219
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    310,092
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    310,092
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    23,921,127
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    23,921,127
    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
    23,921,127
    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
    23,949,503
    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
    10,145
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    23,959,648
    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
    23,959,648
    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 23,921,127
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 230,210
    e From 2019......  
    fTotal of lines 3a through e........ 230,210
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 23,959,648
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 23,921,127
    e Remaining amount distributed out of corpus 38,521
    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 5 268,731
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    268,731
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 230,210
    d Excess from 2019....  
    e Excess from 2020.... 38,521
    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 e-mail address of the person to whom applications should be addressed:
    MR MATTHEW A GROLL - ALLEGHENY FOUN
    ONE OXFORD CENTRE - 301 GRANT
    STREET SUITE 3900
    PITTSBURGH,PA152196401
    (412) 392-2900
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GENERAL EXPLANATION STATEMENT
    cAny submission deadlines:
    SEE GENERAL EXPLANATION STATEMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE GENERAL EXPLANATION STATEMENT
    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
    412 FOOD RESCUE INC
    6022 BROAD STREET
    PITTSBURGH,PA15206
    NONE PC GENERAL OPERATING SUPPORT 100,000
    ACTION-HOUSING INC
    611 WILLIAM PENN PLACE SUITE 800
    PITTSBURGH,PA15219
    NONE PC CAPITAL SUPPORT 300,000
    ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
    98 E FULTON STREET
    GRAND RAPIDS,MI49503
    NONE PC PROGRAM SUPPORT 50,000
    ALLEGHENY CEMETERY HISTORICAL ASSOCIATION
    4734 BUTLER STREET
    PITTSBURGH,PA15201
    NONE PC CAPITAL SUPPORT 150,000
    ALLEGHENY CNTY COURT OF COMMON PLEAS
    FIFTH JUDICIAL DISTRICT OF PA
    PITTSBURGH,PA15219
    NONE PC PROJECT SUPPORT 100,000
    ALLEGHENY INSTITUTE FOR PUBLIC POLICY
    305 MT LEBANON BOULEVARD SUITE 208
    PITTSBURGH,PA15234
    NONE PC GENERAL OPERATING SUPPORT 200,000
    ALLEGHENY YOUTH DEVELOPMENT
    2700 SHADELAND AVENUE 2ND FLOOR
    PITTSBURGH,PA15212
    NONE PC PROGRAM SUPPORT 60,000
    AMERICAN LEGISLATIVE EXCHANGE COUNCIL
    2900 CRYSTAL DRIVE SUITE 600
    ARLINGTON,VA22202
    NONE PC PROGRAM SUPPORT 60,000
    ASHLAND UNIVERSITY (ASHBROOK CENTER)
    401 COLLEGE AVENUE
    ASHLAND,OH44805
    NONE PC PROGRAM SUPPORT 100,000
    BAPTIST HOMES FOUNDATION
    489 CASTLE SHANNON BOULEVARD
    PITTSBURGH,PA15234
    NONE PC CAPITAL CAMPAIGN SUPPORT 50,000
    BOY SCOUTS OF AMERICA WESTMORELAND-FAYETTE COUNCIL
    2 GARDEN CENTER DRIVE
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING SUPPORT 30,000
    BOYS & GIRLS CLUBS OF WESTERN PA
    33 TERMINAL WAY SUITE 435A
    PITTSBURGH,PA15219
    NONE PC PROGRAM SUPPORT 250,000
    BRADDOCK CARNEGIE LIBRARY ASSOCIATION
    419 LIBRARY STREET
    BRADDOCK,PA15104
    NONE PC CAPITAL CAMPAIGN SUPPORT 1,250,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA152133890
    NONE PC CAPITAL SUPPORT 5,000,000
    CITY MISSION (WASHINGTON CITY MISSION INC)
    84 WEST WHEELING STREET
    WASHINGTON,PA15301
    NONE PC GENERAL OPERATING SUPPORT 100,000
    CITY OF BRIDGES COMMUNITY LAND TRUST
    100 43RD STREET SUITE 208
    PITTSBURGH,PA15201
    NONE PC GENERAL OPERATING SUPPORT 100,000
    CITY THEATRE COMPANY INC
    1300 BINGHAM STREET
    PITTSBURGH,PA15203
    NONE PC GENERAL OPERATING SUPPORT 100,000
    COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES
    225 STATE STREET SUITE 302
    HARRISBURG,PA17101
    NONE PC GENERAL OPERATING SUPPORT 200,000
    COMMUNIO
    5901 KINGSTOWNE VILLAGE PKWY SUITE
    102
    ALEXANDRIA,VA22315
    NONE PC PROJECT SUPPORT 250,000
    COMMUNITY COLLEGE OF ALLEGHENY COUNTY
    800 ALLEGHENY AVENUE
    PITTSBURGH,PA15233
    NONE PC CAPITAL SUPPORT 1,000,000
    COMPUTER REACH
    971 BEECH AVENUE
    PITTSBURGH,PA15233
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CORAOPOLIS COMMUNITY DEVELOPMENT CORPORATION INC
    PO BOX 40 411 BROADWAY STREET
    CORAOPOLIS,PA151080040
    NONE PC PROJECT SUPPORT 85,000
    CROSSROADS FOUNDATION
    6901 LYNN WAY
    PITTSBURGH,PA15208
    NONE PC PROGRAM SUPPORT 100,000
    DOORS OPEN PITTSBURGH INC
    404 ALLENBERRY DRIVE
    PITTSBURGH,PA15237
    NONE PC GENERAL OPERATING SUPPORT 25,000
    EDUCATION PARTNERSHIP
    281 CORLISS STREET
    PITTSBURGH,PA15220
    NONE PC GENERAL OPERATING SUPPORT 25,000
    EXTRA MILE EDUCATION FOUNDATION INC
    603 STANWIX STREET SUITE 348 TWO
    GATEWAY CENTER
    PITTSBURGH,PA152221423
    NONE PC PROGRAM SUPPORT 6,800
    EXTRA MILE EDUCATION FOUNDATION INC
    603 STANWIX STREET SUITE 348 TWO
    GATEWAY CENTER
    PITTSBURGH,PA152221423
    NONE PC GENERAL OPERATING SUPPORT 200,000
    FAIRNESS CENTER INC THE
    500 NORTH THIRD STREET SUITE 600B
    HARRISBURG,PA17101
    NONE PC GENERAL OPERATING SUPPORT 150,000
    FAMILY GUIDANCE INC
    850 CRANBERRY WOODS DRIVE SUITE
    2236
    CRANBERRY TOWNSHIP,PA16066
    NONE PC GENERAL OPERATING SUPPORT 150,000
    FAMILY HOUSE INC
    5001 BAUM BOULEVARD SUITE 545
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING SUPPORT 100,000
    FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
    108 N BEESON AVENUE
    UNIONTOWN,PA15401
    NONE PC PROGRAM SUPPORT 100,000
    FAYETTE COUNTY CULTURAL TRUST
    139 WEST CRAWFORD AVENUE
    CONNELLSVILLE,PA15425
    NONE PC GENERAL OPERATING SUPPORT 140,000
    FIRST TEE OF PITTSBURGH
    THE BOB O CONNOR GOLF COURSE AT
    SCHENLEY PARK 5370 SCHENLEY DRIVE
    PITTSBURGH,PA15217
    NONE PC CAPITAL SUPPORT 150,000
    FIRST UNITED METHODIST CHURCH
    1406 CORNELL STREET
    MCKEESPORT,PA15132
    NONE PC CAPITAL SUPPORT 33,000
    FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA
    250 UNIVERSITY AVENUE BOX 20
    CALIFORNIA,PA154191394
    NONE PC PROGRAM SUPPORT 135,000
    FOUNDATION FOR FREE ENTERPRISE EDUCATION
    3076 WEST 12TH STREET
    ERIE,PA16505
    NONE PC PROGRAM SUPPORT 25,000
    FRANKLIN NEWS FOUNDATION
    200 W MADISON STREET SUITE 2100
    CHICAGO,IL60606
    NONE PC PROJECT SUPPORT 150,000
    FRICK ART AND HISTORICAL CENTER INC
    7227 REYNOLDS STREET
    PITTSBURGH,PA15208
    NONE PC GENERAL OPERATING SUPPORT 150,000
    FRICK ART AND HISTORICAL CENTER INC
    7227 REYNOLDS STREET
    PITTSBURGH,PA15208
    NONE PC PROJECT SUPPORT 250,000
    FRIENDSHIP CIRCLE OF PITTSBURGH INC THE
    1922 MURRAY AVENUE
    PITTSBURGH,PA15217
    NONE PC PROJECT SUPPORT 200,000
    GLOBAL LINKS
    700 TRUMBULL DR
    GREEN TREE,PA15205
    NONE PC PROGRAM SUPPORT 100,000
    GOODWILL OF SOUTHWESTERN PENNSYLVANIA
    ROBERT S FOLTZ BUILDING 118 52ND
    STREET
    PITTSBURGH,PA15201
    NONE PC CAPITAL CAMPAIGN 500,000
    GOODWILL OF SOUTHWESTERN PENNSYLVANIA
    ROBERT S FOLTZ BUILDING 118 52ND
    STREET
    PITTSBURGH,PA15201
    NONE PC GENERAL OPERATING SUPPORT 150,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 NORTH LINDEN STREET
    DUQUESNE,PA15110
    NONE PC GENERAL OPERATING SUPPORT 200,000
    GREENSBURG VOLUNTEER FIRE DEPARTMENT
    416 SOUTH MAIN STREET
    GREENSBURG,PA15601
    NONE PC PROJECT SUPPORT 50,000
    GROVE CITY COLLEGE (THE INSTITUTE FOR FAITH AND FREEDOM)
    100 CAMPUS DRIVE
    GROVE CITY,PA16127
    NONE PC GENERAL OPERATING SUPPORT 210,000
    GROW PITTSBURGH
    6587 HAMILTON AVENUE 2W
    PITTSBURGH,PA15206
    NONE PC PROGRAM SUPPORT 75,000
    HABITAT FOR HUMANITY OF GREATER PITTSBURGH
    6435 FRANKSTOWN AVENUE SUITE 100
    PITTSBURGH,PA15206
    NONE PC GENERAL OPERATING SUPPORT 125,000
    HABITAT FOR HUMANITY OF GREATER PITTSBURGH
    6435 FRANKSTOWN AVENUE SUITE 100
    PITTSBURGH,PA15206
    NONE PC PROGRAM SUPPORT 175,000
    HILLTOP URBAN FARM
    831 EAST WARRINGTON AVENUE 2ND
    FLOOR
    PITTSBURGH,PA15210
    NONE PC CAPITAL SUPPORT 50,000
    HOLY FAMILY INSTITUTE
    8235 OHIO RIVER BOULEVARD
    PITTSBURGH,PA15202
    NONE PC GENERAL OPERATING SUPPORT 250,000
    IMANI CHRISTIAN ACADEMY
    2150 EAST HILLS DRIVE
    WILKINSBURG,PA15221
    NONE PC GENERAL OPERATING SUPPORT 250,000
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE ROAD
    WILMINGTON,DE198071938
    NONE PC PROGRAM SUPPORT 125,000
    KISKIMINETAS SPRINGS SCHOOL
    1888 BRETT LANE
    SALTSBURG,PA15681
    NONE PC GENERAL OPERATING SUPPORT 500,000
    LAUREL HIGHLANDS WORKFORCE & OPPORTUNITY CENTER
    PO BOX 250
    GREENSBURG,PA156010250
    NONE PC PROJECT SUPPORT 150,000
    LAUREL HIGHLANDS WORKFORCE & OPPORTUNITY CENTER
    PO BOX 250
    GREENSBURG,PA156010250
    NONE PC CAPITAL SUPPORT 1,300,000
    LAUREL HIGHLANDS WORKFORCE & OPPORTUNITY CENTER
    PO BOX 250
    GREENSBURG,PA156010250
    NONE PC GENERAL OPERATING SUPPORT 250,000
    LEUKEMIA & LYMPHOMA SOCIETY
    333 EAST CARSON STREET SUITE 441
    PITTSBURGH,PA15219
    NONE PC PROJECT SUPPORT 15,000
    LIGHT OF LIFE MINISTRIES INC
    913 WESTERN AVENUE
    PITTSBURGH,PA15233
    NONE PC CAPITAL CAMPAIGN 250,000
    LIGHT OF LIFE MINISTRIES INC
    913 WESTERN AVENUE
    PITTSBURGH,PA15233
    NONE PC GENERAL OPERATING SUPPORT 50,000
    LIGONIER VALLEY RAIL ROAD ASSOCIATION
    PO BOX 21
    LIGONIER,PA15658
    NONE PC CAPITAL SUPPORT 15,000
    LINCOLN INSTITUTE OF PUBLIC OPINION RESEARCH INC
    5405 JONESTOWN ROAD SUITE 110
    HARRISBURG,PA17112
    NONE PC GENERAL OPERATING SUPPORT 65,000
    MANCHESTER ACADEMIC CHARTER SCHOOL
    1214 LIVERPOOL ST
    PITTSBURGH,PA15233
    NONE PC PROJECT SUPPORT 200,000
    MON YOUGH COMMUNITY SERVICES INC
    500 WALNUT STREET 3RD FLOOR
    MCKEESPORT,PA15132
    NONE PC PROGRAM SUPPORT 180,000
    NATIONAL AVIARY IN PITTSBURGH INC
    700 ARCH STREET
    PITTSBURGH,PA15212
    NONE PC CAPITAL SUPPORT 250,000
    NEIGHBORHOOD ACADEMY THE
    709 NORTH AIKEN AVENUE
    PITTSBURGH,PA15206
    NONE PC GENERAL OPERATING SUPPORT 100,000
    NEVILLE HOUSE ASSOCIATES INC
    1375 WASHINGTON PIKE
    BRIDGEVILLE,PA15017
    NONE PC GENERAL OPERATING SUPPORT 10,000
    NEW CENTURY CAREERS
    305 E CARSON STREET
    PITTSBURGH,PA15219
    NONE PC PROGRAM SUPPORT 200,000
    PARKINSON FOUNDATION WESTERN PA
    575 LINCOLN AVENUE
    BELLEVUE,PA152023550
    NONE PC PROGRAM SUPPORT 50,000
    PENNSYLVANIA COALITION OF PUBLIC CHARTER SCHOOLS
    702 E SIMPSON STREET 318
    MECHANICSBURG,PA17055
    NONE PC GENERAL OPERATING SUPPORT 225,000
    PENNSYLVANIA TROLLEY MUSEUM INC
    1 MUSEUM ROAD
    WASHINGTON,PA15301
    NONE PC CAPITAL SUPPORT 867,000
    PENNSYLVANIA TROLLEY MUSEUM INC
    1 MUSEUM ROAD
    WASHINGTON,PA15301
    NONE PC GENERAL OPERATING SUPPORT 100,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036
    NONE PC PROGRAM SUPPORT 25,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 25,000
    PITTSBURGH BALLET THEATRE INC
    2900 LIBERTY AVENUE
    PITTSBURGH,PA15201
    NONE PC GENERAL OPERATING SUPPORT 100,000
    PITTSBURGH BOTANIC GARDEN
    799 PINKERTON RUN ROAD
    OAKDALE,PA15071
    NONE PC GENERAL OPERATING SUPPORT 100,000
    PITTSBURGH CIVIC LIGHT OPERA ASSOC
    THE BENEDUM CENTER 719 LIBERTY
    AVENUE
    PITTSBURGH,PA15222
    NONE PC PROGRAM SUPPORT 50,000
    PITTSBURGH MERCY HEALTH SYSTEM INC (OPERATION SAFETY NET)
    1200 REEDSDALE STREET
    PITTSBURGH,PA15233
    NONE PC GENERAL OPERATING SUPPORT 100,000
    PITTSBURGH OPERA INC
    2425 LIBERTY AVE
    PITTSBURGH,PA15222
    NONE PC GENERAL OPERATING SUPPORT 150,000
    PITTSBURGH PUBLIC THEATER CORPORATION
    OREILLY THEATER 621 PENN AVE
    PITTSBURGH,PA15222
    NONE PC GENERAL OPERATING SUPPORT 105,000
    PITTSBURGH SYMPHONY INC
    600 PENN AVENUE
    PITTSBURGH,PA15222
    NONE PC GENERAL OPERATING SUPPORT 100,000
    PITTSBURGH TRUST FOR CULTURAL RESOURCES
    803 LIBERTY AVE
    PITTSBURGH,PA15222
    NONE PC GENERAL OPERATING SUPPORT 250,000
    POINT PARK UNIVERSITY
    201 WOOD STREET
    PITTSBURGH,PA15222
    NONE PC CENTER FOR MEDIA INNOVATION 60,000
    PRESERVATION PITTSBURGH
    1501 REEDSDALE STREET SUITE 5003
    PITTSBURGH,PA15233
    NONE PC PROJECT SUPPORT 20,000
    READING IS FUNDAMENTAL PITTSBURGH
    10 CHILDRENS WAY SUITE 300
    PITTSBURGH,PA15212
    NONE PC GENERAL OPERATING SUPPORT 50,000
    REAL CLEAR FOUNDATION
    666 DUNDEE ROAD BUILDING 600
    NORTHBROOK,IL60062
    NONE PC PROJECT SUPPORT 100,000
    RIVER CITY BRASS BAND BNY MELLON CENTER
    500 GRANT STREET SUITE 2720
    PITTSBURGH,PA15219
    NONE PC GENERAL OPERATING SUPPORT 160,000
    RIVER CITY BRASS BAND BNY MELLON CENTER
    500 GRANT STREET SUITE 2720
    PITTSBURGH,PA15219
    NONE PC PROGRAM SUPPORT 40,000
    SAINT VINCENT COLLEGE
    300 FRASER PURCHASE ROAD
    LATROBE,PA156502690
    NONE PC CAPITAL SUPPORT 500,000
    SALVATION ARMY WESTERN PENNSYLVANIA DIVISION
    700 NORTH BELL AVENUE PO BOX 742
    CARNEGIE,PA15106
    NONE PC GENERAL OPERATING SUPPORT 100,000
    ST BARNABAS CHARITIES INC
    5850 MERIDIAN ROAD
    GIBSONIA,PA15044
    NONE PC PROGRAM SUPPORT 50,000
    TRADE INSTITUTE OF PITTSBURGH
    7800 SUSQUEHANNA STREET
    PITTSBURGH,PA15208
    NONE PC PROGRAM SUPPORT 300,000
    TREE PITTSBURGH (FRIENDS OF THE PITTSBURGH URBAN FOREST)
    32 62ND STREET
    PITTSBURGH,PA15201
    NONE PC GENERAL OPERATING SUPPORT 125,000
    UNION PROJECT THE
    801 N NEGLEY AVENUE
    PITTSBURGH,PA15206
    NONE PC CAPITAL SUPPORT 30,000
    WESTERN PENNSYLVANIA CONSERVANCY
    800 WATERFRONT DRIVE
    PITTSBURGH,PA15222
    NONE PC PROJECT SUPPORT AT FALLINGWATER 500,000
    WESTMORELAND COUNTY FEDERATED LIBRARY SYSTEM
    226 DONOHOE ROAD 202
    GREENSBURG,PA15601
    NONE PC PROJECT SUPPORT 100,000
    WESTMORELAND COUNTY FOOD BANK INC
    100 DEVONSHIRE DRIVE
    DELMONT,PA156261607
    NONE PC GENERAL OPERATING SUPPORT 100,000
    WESTMORELAND LAND TRUST
    218 DONOHOE ROAD
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING SUPPORT 50,000
    WESTMORELAND LAND TRUST
    218 DONOHOE ROAD
    GREENSBURG,PA15601
    NONE PC CAPITAL SUPPORT 222,000
    WESTMORELAND MUSEUM OF ART
    221 NORTH MAIN STREET
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING SUPPORT 250,000
    WESTMORELAND SYMPHONY ORCHESTRA
    951 OLD SALEM ROAD
    GREENSBURG,PA15601
    NONE PC PROGRAM SUPPORT 27,000
    WILMERDING COMMUNITY CENTER INC
    1 MEMORIAL FIELD
    WILMERDING,PA15148
    NONE PC GENERAL OPERATING SUPPORT 25,000
    YOUNG AMERICA'S FOUNDATION
    11480 COMMERCE PARK DRIVE SUITE 600
    RESTON,VA20191
    NONE PC PROGRAM SUPPORT 250,000
    YOUNG PRESERVATIONISTS ASSOCIATION OF PITTSBURGH
    700 RIVER AVENUE SUITE 318
    PITTSBURGH,PA15212
    NONE PC GENERAL OPERATING SUPPORT 100,000
    Total .................................bullet 3a 22,835,800
    bApproved for future payment
    ST BARNABAS CHARITIES INC
    5850 MERIDIAN ROAD
    GIBSONIA,PA15044
    NONE PC PROGRAM SUPPORT 50,000
    TREE PITTSBURGH (FRIENDS OF THE PITTSBURGH URBAN FOREST)
    32 62ND STREET
    PITTSBURGH,PA15201
    NONE PC GENERAL OPERATING SUPPORT 125,000
    WESTMORELAND SYMPHONY ORCHESTRA
    951 OLD SALEM ROAD
    GREENSBURG,PA15601
    NONE PC PROGRAM SUPPORT 54,000
    Total .................................bullet 3b 229,000
    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 ...........
        14 46,147  
    4 Dividends and interest from securities....     14 7,569,899  
    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.....     18 40,355  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 15,671,452  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE
        01 4,266  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 23,332,119 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,332,119
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT, COMPILATION AND TAX 47,700 7,151   40,549

    TY 2020 GeneralExplanationAttachment
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Identifier Return Reference Explanation
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
    EXPENSE ALLOCATIONS PART I, LINES 13 THROUGH 23 COMPENSATION OF OFFICERS, TRUSTEES, AND OTHER EMPLOYEES AS WELL AS THE RELATED EMPLOYEE BENEFITS ARE ALLOCATED BASED ON TIME SPENT IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE VERSUS TIME SPENT IN THE PRODUCTION OF INCOME. FOR ALL OTHER EXPENSES, IF THE EXPENSE CAN BE DIRECTLY ATTRIBUTABLE TO THE PRODUCTION OF INCOME OR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE, THAT EXPENSE WILL BE ALLOCATED DIRECTLY TO THAT ACTIVITY. ALL OTHER EXPENSES NOT DIRECTLY ATTRIBUTABLE TO THE PRODUCTION OF INCOME OR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE ARE ALLOCATED BASED ON THE SALARY ALLOCATION PREVIOUSLY DESCRIBED.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1/100 BERKSHIRE HTWY CLA 483,946 1,391,260
    3M CO 999,641 1,136,135
    ABBOTT LABORATORIES 156,308 2,737,250
    ACCENTURE PLC F CLASS A 2,794,623 6,895,944
    ADIDAS AG SPONSORED ADR 185,125 242,462
    ADOBE INC 576,096 1,203,289
    ADYEN NV-UNSPON ADR 51,621 116,510
    AERCAP HOLDINGS NV 50,498 59,300
    AFTERPAY LTD - UNSP ADR 273,890 374,847
    AIA GROUP LTD SPONSORED ADR 280,518 403,750
    AIR LIQUIDE ADR 16,321 26,674
    AIR PROD & CHEMICALS 1,946,310 2,683,020
    AIRBUS SE ADR 176,532 222,112
    AKAMAI TECHNOLOGIES 45,323 77,903
    ALBEMARLE CORP 97,066 141,619
    ALCON INC 33,934 35,629
    ALEXANDRIA REAL ESTATE EQUITIES INC 61,793 95,169
    ALFA LAVAL AB-UNSPON ADR ADR 22,646 29,669
    ALIGN TECHNOLOGY INC 577,815 1,310,834
    ALIBABA GROUP HOLDING LTD ADR 347,823 323,727
    ALLIANZ SE - UNSP ADR 53,620 68,626
    ALPHABET INC. CLASS C 7,570,535 10,019,002
    ALPHABET INC/CA-CL C 496,375 487,023
    ALTRA INDUSTRIAL MOTION CORP 28,613 38,635
    AMAZON COM INC 621,665 1,416,765
    AMAZON.COM INC 5,844,583 6,839,553
    AMBEV SA-SPN ADR ADR 41,119 31,399
    AMERICAN CAMPUS CMNTYS INC 23,690 27,287
    AMERICAN EAGLE OUTFITTERS INC 19,357 30,828
    AMERICAN TOWER CORP 711,555 1,126,565
    AMERN TOWER CORP REIT 1,695,170 1,462,357
    AMPHENOL CORP NEW CL A 78,436 146,201
    ANTHEM INC 132,398 135,500
    AON PLC/IRELAND-A 261,643 264,933
    APPLE INC 3,027,871 10,177,323
    APPLIED MATERIALS INC 71,229 172,600
    APTIV PLC-WHEN ISSUED 249,118 304,879
    ARCH CAPITAL GROUP LTD 178,829 231,533
    ARISTA NETWORKS INC 128,598 168,821
    ARMSTRONG WORLD INDUSTRIE - WI 84,968 89,119
    ASML HOLDING NV-NY 300,424 396,029
    ASTRAZENECA PLC SPONS ADR 277,393 248,950
    ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM 49,611 85,661
    ATLASSIAN CORP PLC-CLASS A 301,659 408,103
    ATMOS ENERGY CORP 92,146 88,941
    AVNET INC 58,178 52,700
    BANCO BILBAO VIZCAYA ARGENTARIA S A 69,780 42,899
    BANKUNITED INC 63,680 60,065
    BECTON DICKINSON&CO 2,031,387 3,377,970
    BELDEN INC 15,694 10,894
    BERKSHIRE HATHAWAY INC CLASS B 281,911 287,751
    BJ'S WHOLESALE CLUB HOLDINGS 8,637 13,794
    BLACK HILLS CORP 22,776 23,351
    BLACK KNIGHT INC-WHEN ISSUED 63,173 138,975
    BLACKROCK INC 2,235,533 4,585,387
    BLACKSTONE MORTGAGE TRUST 41,469 36,863
    BORG WARNER INC. 57,926 54,251
    BOSTON PPTYS INC REIT 72,130 51,046
    BROADRIDGE FINL SOLU 4,351,043 5,719,722
    BROOKFIELD ASSET MANAGEMENT CL A 83,317 130,166
    BROWN & BROWN INC 82,422 184,994
    BROWN FORMAN CORP CLASS B 586,221 6,298,322
    BUSINESS DEVELOPMENT CORP 989,975 655,914
    BWX TECHNOLOGIES INC 29,575 39,182
    CABOT CORP 12,833 13,733
    CACI INTL INC CL A 18,563 36,652
    CAL MAINE FOODS INC NEW 20,169 18,695
    CALLAWAY GOLF CO 12,523 17,647
    CANADIAN NATL RAILWAY CO 18,075 27,023
    CAPITAL ONE FINANCIAL CORP 67,369 72,259
    CARLISLE COMPANIES INC 140,804 184,605
    CARMAX INC 98,390 167,855
    CARTER'S INC 17,802 17,027
    CBRE GROUP INC 55,988 98,031
    CDW CORP/DE 61,000 140,225
    CF INDUSTRIES HOLDINGS INC 59,057 80,788
    CHARLES RIV LABORATORIES INTL INC 93,200 224,874
    CHECK POINT SOFTWARE TECH 50,150 63,531
    CHIPOTLE MEXICAN GRIL CL A 786,239 830,639
    CHUGAI PHARMACEUTIC-UNSP ADR 25,529 58,414
    CIRCOR INTERNATIONAL INC 21,455 22,795
    CISCO SYSTEMS INC 835,428 1,388,145
    CITIGROUP INC 227,275 240,351
    CLARIVATE PLC 80,691 78,553
    CLEAN HARBORS INC 35,462 44,899
    CME GROUP INC A DERIVATIVIES EXCHANGE 598,747 874,204
    COGENT COMMUNICATIONS HOLDINGS INC 11,322 17,841
    COLUMBIA PROPERTY TRUST INC 39,928 26,041
    COMCAST CORPORATION CL A 370,049 381,472
    CONTINENTAL RESOURCES INC/OK 78,260 26,504
    COPART INC 43,513 186,167
    CORPORATE OFFICE PPTYS TR REIT 26,176 21,360
    CORTEVA INC 804,907 1,271,294
    COSTCO WHOLESALE CO 1,641,070 2,072,290
    CROWN CASTLE INTL CO REIT 1,685,813 1,595,084
    CSX CORP 101,166 186,219
    CUMMINS INC 97,114 149,432
    D R HORTON INC 83,055 161,686
    DAIFUKU CO LTD - UNSP ADR ADR 275,400 382,500
    DANAHER CORP 966,834 992,744
    DARDEN RESTAURANTS INC W I 96,202 148,066
    DASSAULT SYSTEMS SA SPON ADR 53,612 85,134
    DBS GROUP HLDGS LTD SPONSORED ADR 52,519 70,270
    DIAGEO PLC SPONSORED ADR 39,326 39,703
    DISH NETWORK CORP CL A 92,658 87,609
    DISNEY WALT CO 151,461 172,846
    DMC GLOBAL INC 16,351 16,046
    DOLLAR TREE INC 186,452 240,713
    DUKE ENERGY CORP 491,659 2,105,880
    DYNEX CAPITAL INC 16,343 18,850
    EASTMAN CHEM CO 67,245 80,826
    EATON VANCE CORP COM NON VTG 74,903 119,013
    ECOLAB INC 1,644,859 2,081,383
    EMCOR GROUP INC 13,264 19,115
    ENERGIZER SPINCO INC- W/I 16,444 16,408
    ENERPAC TOOL GROUP CORP 22,326 19,648
    ENPRO INDUSTRIES INC 26,223 29,377
    ENVISTA HOLDINGS CORP 29,478 43,849
    EPIROC AKTIEBOLAG-UNSP ADR ADR 21,005 39,723
    EQUINIX INC 2,453,195 2,993,843
    ESSEX PPTY TR INC REIT 90,715 77,399
    EXLSERVICE HOLDINGS INC 24,273 37,117
    EXPEDITORS INTERNATIONAL WASHINGTON INC 51,565 92,066
    F.N.B. CORP PA 59,823 43,016
    FACEBOOK INC 1,047,126 1,638,960
    FACTSET RESH SYS INC 70,429 141,645
    FANUC CORP ADR 22,491 26,813
    FASTENAL CO 38,512 87,699
    FIRST HORIZON CORPORATION 94,857 63,877
    FISERV INC 2,797,563 6,722,294
    FLEX LTD 99,422 133,286
    FOMENTO ECONOMICO MEXICANO SAB DE CV 44,380 39,779
    FUCHS PETROLUB SE-PREF ADR ADR 13,450 14,813
    GARTNER INC 151,255 220,582
    GATX CORP 37,811 51,904
    GENERAL ELECTRIC CO 242,524 249,707
    GENERAL MOTORS CO 123,848 119,548
    GENMAB A/S -SP ADR ADR 329,784 366,753
    GLACIER BANCORP INC 59,837 85,533
    GLOBAL PAYMENTS INC-W/I 84,202 205,080
    GOLDMAN SACHS GROUP INC 235,325 254,744
    GRACE W R & CO DEL NEW 45,861 36,620
    HAIN CELESTIAL GROUP INC 16,250 26,820
    HANOVER INSURANCE GROUP INC 40,326 47,236
    HARMONIC INC 17,298 19,539
    HARSCO CORP 20,612 24,758
    HAWAIIAN ELECTRIC INDUSTRIES INC 11,914 12,953
    HDFC BANK LTD SPON - ADR 19,599 32,806
    HESS CORPORATION 44,460 47,194
    HEXCEL CORP 26,352 25,118
    HILL ROM HLDGS INC 2,705,177 3,588,641
    HILLENBRAND INC 11,829 15,243
    HILTON WORLDWIDE HLDGS - W/I 158,467 167,335
    HONEYWELL INTL INC 527,029 2,552,400
    HOSTESS BRANDS INC 33,961 35,165
    HUMANA INC 64,609 118,158
    HUNTINGTON INGALLS INDS INC 92,698 75,693
    HURON CONSULTING GROUP INC 26,676 36,667
    ICICI BANK LTD SPON ADR 215,747 312,060
    IDACORP INC 34,727 38,124
    IHS MARKIT LTD 567,392 1,154,944
    ILLINOIS TOOL WORKS 1,679,555 3,701,441
    ILLUMINA INC 2,562,119 3,217,520
    INFINEON TECHNOLOGIES ADR 187,613 314,105
    INGEVITY CORP 21,608 26,808
    INGREDION INC 40,419 39,571
    INNOSPEC INC 19,016 22,683
    INTEGRA LIFESCIENCES HLDG CORP 30,833 39,796
    INTERCONTINENTAL EXCHANGE INC 100,952 187,577
    INTUIT SOFTWARE 882,685 1,249,327
    INTUITIVE SURGICAL INC 546,438 1,389,952
    ITAU UNIBANCO BANCO HOLDING SPONSERED ADR 47,869 43,458
    ITT INC 26,919 49,678
    JOHNSON & JOHNSON 1,349,763 2,124,630
    KELLY SERVICES INC CLASS A 15,606 14,543
    KEMPER CORP 120,099 119,624
    KEYCORP NEW 71,439 66,608
    KOMATSU LTD SPON ADR 31,524 38,035
    KORN FERRY 23,944 29,841
    KUBOTA CORP SPON ADR 33,554 47,226
    L OREAL CO UNSPONSORED ADR 41,957 79,958
    LABORATORY CORP OF AMERICA HLDG 203,639 291,687
    LAUDER ESTEE COS INC CL A 729,250 1,226,604
    LEXINGTON REALTY TRUST 17,971 18,702
    LIBERTY BROADBAND-C 451,149 598,322
    LILLY ELI & CO 1,126,550 2,303,822
    LINDE PLC 24,565 40,844
    LIVENT CORP 21,664 43,822
    LONZA GROUP AG UNSPON ADR 29,270 70,296
    LUKOIL PJSC-SPON ADR ADR 34,966 27,139
    LVMH MOET HENNESSY LOUIS ADR 277,306 391,652
    LYONDELLBASELL INDUSTRIES N.V. 54,395 57,288
    MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 12,301 35,060
    MADDEN STEVEN LTD 19,116 25,678
    MANTECH INTL CORP CL A 16,713 27,038
    MARKEL CORP (HOLDING CO) 164,661 175,661
    MARRIOTT INTERNATIONAL INC CL A 272,545 280,330
    MASCO CORP 53,432 86,020
    MASONITE INTERNATIONAL CORP 30,673 41,696
    MCDONALDS CORP 1,078,777 2,381,838
    MELCO RESORTS ENTERTAIN LTD ADR 306,862 314,979
    MGIC INVT CORP WIS 51,185 54,793
    MGP INGREDIENTS INC 17,258 20,142
    MICROSOFT CORP 3,197,675 11,306,943
    MOELIS & CO 84,168 117,461
    MONDELEZ INTL CLASS A 152,193 2,923,500
    MORGAN STANLEY 141,656 148,916
    MURATA MFG CO LTD ADR UNSPON ADR 256,186 372,222
    MURPHY OIL CORP 61,677 25,035
    MURPHY USA INC-W/I 30,756 61,116
    NATIONAL OILWELL VARCO INC 51,271 23,822
    NESTLE S.A. SPONSORED ADR REPSTG REG SH 39,289 59,489
    NETFLIX INC 460,000 1,013,328
    NEW MARKET CORPORATION 82,794 83,641
    NEWMARK GROUP INC-CLASS A 21,877 30,698
    NEXTERA ENERGY INC 258,864 4,629,000
    NIDEC CORPORATION SPON ADR 230,728 357,576
    NIKE INC CLASS B 1,622,130 3,155,630
    NITORI HLDGS CO LTD-UNSP ADR 17,853 29,398
    NORTHERN TRUST CORP 66,760 68,365
    NOVOZYMES A/S UNSPONSORED ADR 21,530 23,627
    NUVASIVE INC 20,866 23,095
    NVIDIA CORP 1,976,674 3,520,672
    O-I GLASS INC 36,027 25,728
    OLIN CORP PAR $1 24,652 20,557
    OMRON CORP SPON ADR 239,092 240,701
    ON SEMICONDUCTOR CORPORATION 71,459 148,234
    ONEOK INC NEW 71,222 52,120
    OTIS WORLDWIDE CORP 266,742 540,400
    OXFORD INDUSTRIES INC 15,507 17,033
    PARSLEY ENERGY INC-CLASS A 13,723 20,491
    PAYPAL HOLDINGS INCORPOR 2,047,555 2,342,000
    PAYPAL HOLDINGS INC-W/I 348,092 1,763,994
    PDC ENERGY INC 20,904 16,547
    PING AN INSURANCE (GROUP) CO OF CHINA 36,628 40,891
    PINNACLE FINANCIAL 43,005 61,051
    PNC FINL SERVICES 1,731,211 3,175,190
    PORTLAND GENERAL ELECTRIC CO 80,276 83,059
    PRESTIGE CONSUMER HEALTHCARE INC 32,813 31,801
    PROCTER & GAMBLE 1,019,175 2,226,240
    PROGRESSIVE CORP OHIO 236,391 354,485
    PROLOGIS INC. REIT 711,443 1,112,206
    PRYSMIAN SPA-UNSPONSOREE ADR ADR 235,717 320,746
    PUMA SE - UNSPONSORED ADR ADR 183,621 261,193
    RAYMOND JAMES FINANCIAL INC 68,162 86,868
    RAYTHEON TECHNOLOGIES CO 1,828,852 3,314,632
    REGAL BELOIT CORP 20,831 33,896
    REINSURANCE GROUP OF AMERICA 62,868 55,980
    RENAISSANCE HOLDINGS LTD 55,830 66,328
    RIO TINTO PLC SPONSORED ADR 39,815 56,716
    ROCHE HOLDING LTD SPONSORED ADR 55,133 74,484
    ROGERS CORP 23,376 28,884
    ROSS STORES INC 76,592 159,899
    ROYAL CARIBBEAN CRUISES LTD 76,971 58,109
    ROYAL DUTCH SHELL PLC ADR B 40,208 29,745
    S&P GLOBAL INC 2,956,705 4,203,142
    SABRE CORP 65,429 38,704
    SAFRAN SA UNSPON ADR 267,633 301,410
    SALESFORCE COM 1,731,597 5,707,895
    SANDERSON FARMS INC 28,877 33,975
    SAP SE SPONSORED ADR 70,204 88,796
    SCHNEIDER ELECTRIC SE 43,758 65,717
    SEALED AIR CORP 63,198 67,494
    SELECT ENERGY SERVICES INC-A 13,050 4,190
    SENSIENT TECHNOLOGIES CORP 11,654 13,279
    SGS S.A. UNSPONSORED ADR 21,876 25,084
    SHIONOGI & CO LTD-UNSPON A ADR 22,672 21,495
    SILGAN HLDGS INC 16,381 20,172
    SNAP INC - A 609,167 1,653,862
    SNAP ON INC 77,811 84,201
    SONOCO PRODUCTS CO 50,243 57,769
    SONOVA HLDG AG ADR 22,024 39,870
    SPECTRUM BRANDS HLDGS INC 23,956 26,695
    SPIRE INC 32,035 27,601
    SPX FLOW INC 15,086 16,982
    STANDEX INTERNATIONAL CORP 37,106 29,845
    STARBUCKS CORP 1,558,171 2,995,440
    STERLING BANCORP 166,962 134,526
    STIFEL FINL CORP 72,618 109,599
    SYMRISE AG UNSPON ADR 23,232 43,810
    SYNOPSYS INC 71,828 256,388
    SYSCO CORP 86,701 113,692
    SYSMEX CORP UNSPONSORED ADR 26,014 49,564
    TAIWAN SEMICONDUCTOR MTG CO ADR 38,176 125,723
    TAIWAN SEMICONDUCTR F SPONSORED ADR 1,838,208 2,071,760
    TEAM INC 48,791 22,650
    TEGNA INC 30,243 34,582
    TENCENT HOLDINGS LTD UNSPON ADR 350,701 393,382
    TEXAS INSTRUMENTS 1,295,243 1,912,115
    TEXAS ROADHOUSE INC 8,782 16,648
    THE BANK OF N T BUTTERFIELD 47,469 44,870
    THE COCA-COLA CO 332,693 2,193,600
    THE SCOTTS MIRACLE-GRO COMPANY 65,816 155,727
    THERMO FISHER SCNTFC 2,338,315 5,547,440
    TJX COMPANIES INC NEW 87,733 155,291
    TORONTO-DOMINION BK F 1,013,133 1,297,660
    TREEHOUSE FOODS INC WHEN ISS 57,457 52,773
    UMPQUA HLDGS C 23,495 29,538
    UNI CHARM CORP SPON ADR 42,933 61,021
    UNILEVER PLC W/I SPONSORED ADR 36,222 42,735
    UNITEDHEALTH GROUP INC 212,132 216,720
    UNITEDHEALTH GRP INC 2,602,489 5,972,080
    UNIVEST FINANCIAL CORP 32,927 24,223
    VALVOLINE INC 31,331 34,317
    VERIZON COMMUNICATN 972,178 1,997,500
    VIAVI SOLUTIONS INC -W/I 24,529 39,893
    VISA INC CLASS A 6,982,901 7,893,966
    VISA INC CLASS A SHARES 662,963 1,570,700
    VISTA OUTDOOR INC-WI 9,522 21,051
    VONTIER CORP-W/I 136,417 161,188
    WABTEC CORP 46,629 47,068
    WALMART INC 1,933,494 2,738,850
    WALT DISNEY CO 4,126,402 6,588,611
    WATSCO INC 2,026,283 2,827,344
    WEC ENERGY GROUP INC 78,848 110,344
    WELLS FARGO & COMPANY 235,627 246,480
    WESTERN ALLIANCE BANCORP 31,663 51,137
    WOODWARD INC 44,532 46,788
    WR BERKLEY CORP 79,098 115,038
    WUXI BIOLOGICS CAYMAN - ADR 251,310 454,636
    XILINX INC 70,646 173,809
    YANDEX INV A 9,472 24,491

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    US Government Securities - End of Year Book Value:

    10,598,851
    US Government Securities - End of Year Fair Market Value:

    11,925,669
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HAMILTON LANE MARKET STREET OPPORTUNITIES FUND LP AT COST 1,716,925 1,846,222
    BLACKROCK EVENT DRIVEN EQ-IS AT COST 8,530,000 9,097,080
    EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND CLASS I AT COST 4,903,122 4,893,666
    GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I FD # 3279 AT COST 2,000,000 2,055,328
    ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 8,055,927 9,421,394
    VANGUARD INTERMEDIATE TERM COR ETF AT COST 222,033 251,528
    SPDR S&P HOMEBUILDERS ETF AT COST 923,569 1,074,986
    GLOBAL X FINTECH THEMATIC ET ETF AT COST 1,605,424 2,568,443
    GLOBAL X GENOMICS & BIOTEC ETF AT COST 534,487 792,711
    GLOBAL X INTERNET OF THINGS ETF AT COST 1,755,202 2,616,349
    GLOBAL X LITHIUM & BATTERY TECH ETF AT COST 1,217,486 2,562,679
    GLOBAL X ROBOTICS & ARTIFI ETF AT COST 1,717,656 2,602,787
    GLOBAL X SOCIAL MEDIA INDEX ETF AT COST 1,241,383 2,215,987
    INVESCO WATER RESOURCES ETF AT COST 1,477,015 1,980,814
    ISHARES CORE MSCI EAFE ETF ETF AT COST 30,476,490 34,243,077
    MATERIALS SELECT SECTOR SPDR FUND ETF AT COST 1,833,975 2,157,222
    TECHNOLOGY SELECT SECTOR SPDR FUND ETF AT COST 3,269,358 5,705,928
    VANGUARD LARGE CAP ETF AT COST 22,074,090 40,066,963
    WISDOMTREE U.S. QUALITY DIVI ETF AT COST 8,698,095 10,033,053
    ISHARES RUSSELL 1000 GROWTH ETF AT COST 17,242,530 41,306,076
    ISHARES RUSSELL 1000 VALUE ETF AT COST 17,967,600 23,450,562
    ISHARES RUSSELL MID-CAP GROWTH ETF AT COST 2,528,075 5,298,793
    HERCULES CAPITAL INC AT COST 42,401 43,563
    ISHARES GOLD TRUST ETF AT COST 2,502,315 2,513,489
    VANGUARD SMALL CAP GROWTH ETF AT COST 6,071,400 11,900,698
    VANGUARD TOTAL BOND MARKET ETF AT COST 42,155,926 45,583,646

    TY 2020 OtherAssetsSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES   25,547 25,547


    TY 2020 OtherExpensesSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 7,438 0   7,438
    INSURANCE 34,329 5,276   29,919
    OFFICE EXPENSE 15,613 2,341   13,272
    COMPUTER MAINTENANCE 8,822 1,323   7,499
    TELEPHONE 4,169 625   3,544
    GRANT MANAGEMENT SOFTWARE 15,167 0   15,167
    HISTORIC PRESERVATION 3,347 0   3,347


    TY 2020 OtherIncomeSchedule2
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HAMILTON LANE MARKET STREET OPP FUND 40,355 -44,733 40,355
    HAMILTON LANE MARKET STREET OPP FUND II 0 -833 0
    OTHER REVENUE 4,266 4,266 4,266


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FISCAL AGENT FEE 806,479 806,479   0


    TY 2020 TaxesSchedule
    Name:
    ALLEGHENY FOUNDATION
    EIN:
    25-6012303
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 310,427 0   0