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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
STEWART ALEXANDER MD FDN TR UDEED
 
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

23-6732616
B Telephone number (see instructions)

(215) 553-1152
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$9,101,955J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 245,976 245,782  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 521,748
b Gross sales price for all assets on line 6a 2,514,758
7 Capital gain net income (from Part IV, line 2)... 521,748
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 767,724 767,530  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,258 31,355   20,903
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,612 4,600   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 432     432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,302 35,955 0 21,335
25 Contributions, gifts, grants paid....... 484,817 484,817
26 Total expenses and disbursements. Add lines 24 and 25 567,119 35,955 0 506,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 200,605
b Net investment income (if negative, enter -0-) 731,575
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 243,874 12,710 12,710
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).......... 7,486,838 Click to see attachment7,917,554 9,089,245
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) 7,730,712 7,930,264 9,101,955
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........ 7,730,712 7,930,264
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)..... 7,730,712 7,930,264
30 Total liabilities and net assets/fund balances (see instructions). 7,730,712 7,930,264
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
7,730,712
2
Enter amount from Part I, line 27a .....................
2
200,605
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
314
4
Add lines 1, 2, and 3 ..........................
4
7,931,631
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,367
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,930,264
Form 990-PF (2021)
Form 990-PF (2021)
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 68. HOME DEPOT INC USD 0.05   2021-01-15 2021-07-06
b 2. HOME DEPOT INC USD 0.05   2020-01-13 2021-07-06
c 170. BANK AMER CORP   2015-02-25 2021-07-16
d 44. J P MORGAN CHASE & CO   2019-01-15 2021-07-16
e 8. VISA INC   2020-06-11 2021-07-29
37. VISA INC   2020-08-03 2021-07-29
180. MONDELEZ INTERNATIONAL INC   2021-06-15 2021-07-30
115. PHILIP MORRIS INTERNATIONAL   2015-04-30 2021-07-30
270. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-08-04
20. MONDELEZ INTERNATIONAL INC   2021-06-15 2021-08-04
187. F M C CORP COM NEW   2020-07-15 2021-08-05
30. MICRON TECHNOLOGY   2020-02-03 2021-08-11
30. MICRON TECHNOLOGY   2020-09-04 2021-08-11
18. SQUARE INC - A   2019-04-10 2021-08-11
130. VALERO ENERGY CORP NEW   2021-02-04 2021-08-11
70. VALERO ENERGY CORP NEW   2021-02-25 2021-08-11
69. HOME DEPOT INC USD 0.05   2011-07-15 2021-08-17
80. NIKE INC CL B   2015-04-21 2021-08-19
110. COCA-COLA CO USD   2019-10-21 2021-08-27
100. COCA-COLA CO USD   2020-11-11 2021-08-27
78. APPLE COMPUTER INC COM   2019-08-01 2021-09-20
420. BRISTOL MYERS SQUIBB CO COM   2013-05-24 2021-09-20
171. PROCTER & GAMBLE CO COM   2018-12-06 2021-09-27
67. FACEBOOK INC   2018-11-30 2021-09-30
58. TEXAS INSTRUMENTS INC   2020-06-04 2021-09-30
140. PHILIP MORRIS INTERNATIONAL   2018-05-04 2021-10-05
65. SEMPRA ENERGY   2021-03-16 2021-10-07
158. SEMPRA ENERGY   2020-01-31 2021-10-07
330. COMCAST CORP NEW CL A   2021-03-05 2021-10-11
121. TEXAS INSTRUMENTS INC   2020-05-26 2021-10-13
151. DISNEY (WALT) COMPANY HOLDING CO.   2011-07-15 2021-10-18
81. APPLE COMPUTER INC COM   2019-08-01 2021-10-25
56. LUMENTUM HOLDINGS INC   2020-02-24 2021-10-25
76. LUMENTUM HOLDINGS INC   2020-02-28 2021-10-26
151. FACEBOOK INC   2018-11-30 2021-10-27
98. LUMENTUM HOLDINGS INC   2020-02-28 2021-10-27
85. TEXAS INSTRUMENTS INC   2018-09-19 2021-10-27
86. ADVANCED MICRO DEVICES INC   2021-09-30 2021-11-05
160. BOSTON SCIENTIFIC CORP COM   2020-07-17 2021-11-05
130. BOSTON SCIENTIFIC CORP COM   2021-06-01 2021-11-05
10. COCA-COLA CO USD   2020-11-11 2021-11-05
200. COCA-COLA CO USD   2019-08-15 2021-11-05
29. MEDTRONIC PLC   2021-03-05 2021-11-05
66. MEDTRONIC PLC   2021-05-14 2021-11-05
7. MEDTRONIC PLC   2020-01-23 2021-11-05
47. MEDTRONIC PLC   2019-08-16 2021-11-15
55. MEDTRONIC PLC   2021-03-05 2021-11-15
423. VISA INC   2015-10-19 2021-11-19
21. BOOKING HOLDINGS INC   2021-03-01 2021-11-22
107. MEDTRONIC PLC   2019-08-16 2021-11-23
170. AMERICAN INTERNATIONAL GROUP   2019-07-18 2021-11-24
86. EATON CORP PLC   2013-05-02 2021-11-24
75. TRANE TECHNOLOGIES PLC   2013-05-02 2021-11-24
10. COMCAST CORP NEW CL A   2012-05-01 2021-11-26
180. COMCAST CORP NEW CL A   2021-03-05 2021-11-26
57. NIKE INC CL B   2021-10-05 2021-11-26
255. PHILIP MORRIS INTERNATIONAL   2008-11-06 2021-12-03
430. COMCAST CORP NEW CL A   2012-04-13 2021-12-20
86. SALESFORCE COM INC   2011-07-15 2021-12-20
118. MEDTRONIC PLC   2018-05-31 2021-12-20
24. ADOBE SYS INC COM   2013-02-04 2022-01-05
20. ADOBE SYS INC COM   2021-06-14 2022-01-05
63. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-02-04 2022-01-14
32. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-08-05 2022-01-14
86. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-01-10 2022-01-14
41. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-03-25 2022-01-18
99. TEXAS INSTRUMENTS INC   2018-09-19 2022-01-20
350. PULTE GROUP INC   2021-09-27 2022-01-27
208. CHEVRONTEXACO CORP   2018-03-29 2022-01-31
49. PAYPAL HOLDINGS INC   2019-04-10 2022-02-02
57. PAYPAL HOLDINGS INC   2021-04-06 2022-02-02
180. MEDTRONIC PLC   2018-05-31 2022-02-02
56. FACEBOOK INC   2013-08-15 2022-02-03
270. GENERAL MOTORS CO   2021-05-07 2022-02-07
420. PULTE GROUP INC   2021-09-27 2022-02-07
87. TRANE TECHNOLOGIES PLC   2012-02-16 2022-02-09
25. ADOBE SYS INC COM   2013-02-04 2022-02-18
33. INTUIT INC COM   2019-11-15 2022-02-22
35. HOME DEPOT INC USD 0.05   2011-07-15 2022-02-25
150. SKYWORKS SOLUTIONS INC   2020-07-16 2022-02-25
13. TESLA MOTORS INC   2021-08-27 2022-02-25
720. GENERAL MOTORS CO   2021-03-25 2022-03-17
52. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-17
3. ACCENTURE PLC IRELAND SHS CL A   2021-12-20 2022-03-17
79. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2022-03-17
120. SIMON PPTY GROUP INC NEW   2021-03-15 2022-03-18
32. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-18
150. TRADE DESK INC/THE   2021-11-05 2022-03-30
11022.572 BNY MELLON SMALL CAP STK FD CL M SHS   2020-08-04 2022-04-06
2751.534 BNY MELLON SMALL CAP STK FD CL M SHS   2021-12-17 2022-04-06
1615.707 VIRTUS EMERGING MKTS OPPOR-I   2021-12-22 2022-04-06
7216.121 VIRTUS EMERGING MKTS OPPOR-I   2012-09-05 2022-04-06
138. SIMON PPTY GROUP INC NEW   2021-03-15 2022-04-07
1090. BOSTON SCIENTIFIC CORP COM   2018-10-18 2022-04-08
220. CONSTELLATION ENERGY CORP   2015-08-21 2022-04-08
95. PIONEER NAT RES CO   2022-01-31 2022-04-08
230. BANK AMER CORP   2015-02-25 2022-04-12
26. MASTERCARD INC   2021-11-19 2022-04-12
21. NETFLIX COM INC   2021-06-24 2022-04-20
89. NETFLIX COM INC   2018-08-24 2022-04-20
15. CHARTER COMMUNICATIONS INC-A   2021-12-20 2022-04-29
22. CHARTER COMMUNICATIONS INC-A   2020-02-03 2022-04-29
19. CHARTER COMMUNICATIONS INC-A   2021-10-18 2022-04-29
4. AMAZON COM INC   2020-03-13 2022-05-03
4. AMAZON COM INC   2021-08-19 2022-05-03
3. AMAZON COM INC   2021-12-03 2022-05-03
155. DATADOG INC   2021-10-13 2022-05-03
33. ADOBE SYS INC COM   2013-02-04 2022-05-06
34. INTUIT INC COM   2019-11-15 2022-05-06
90. SQUARE INC - A   2021-11-19 2022-05-06
71. SQUARE INC - A   2022-02-02 2022-05-11
164. SQUARE INC - A   2019-04-10 2022-05-11
76. APPLE COMPUTER INC COM   2022-02-03 2022-05-12
98. APPLE COMPUTER INC COM   2022-02-03 2022-05-12
13. APPLE COMPUTER INC COM   2019-08-01 2022-05-12
10. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
18. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
15. ATLASSIAN CORP PLC-CLASS A   2021-06-14 2022-05-12
32. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-12
89. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-17
30. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2022-05-17
38. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-17
11. COSTCO WHSL CORP NEW   2021-10-18 2022-05-18
31. COSTCO WHSL CORP NEW   2021-06-23 2022-05-18
132. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-18
9. ALPHABET INC/CA   2021-10-27 2022-05-19
141. APPLE COMPUTER INC COM   2008-11-06 2022-05-19
27. LIVE NATION INC   2021-11-26 2022-06-03
103. LIVE NATION INC   2021-12-20 2022-06-03
43. MICROSOFT CORP COM   2019-09-13 2022-06-03
33. MICROSOFT CORP COM   2021-12-20 2022-06-03
103. PROLOGIS INC   2022-04-07 2022-06-03
650. ROYAL CARIBBEAN CRUISES LTD   2021-07-30 2022-06-07
183. AMAZON COM INC   2011-05-02 2022-06-08
88. AMAZON COM INC   2011-05-02 2022-06-10
150. PAYPAL HOLDINGS INC   2022-04-12 2022-06-10
6. ALPHABET INC/CA   2021-10-27 2022-06-13
90. TRADE DESK INC/THE   2021-05-26 2022-06-13
190. TRADE DESK INC/THE   2021-06-14 2022-06-13
77. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2022-06-13
114. ZOETIS INC   2022-04-08 2022-06-17
53. LIVE NATION INC   2021-03-01 2022-06-21
57. LIVE NATION INC   2021-11-26 2022-06-21
102. AMAZON COM INC   2011-05-02 2022-06-22
184. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-06-22
6. ALPHABET INC/CA   2021-09-30 2022-06-30
430. CSX CORP COM   2017-01-13 2022-06-30
210. CSX CORP COM   2022-02-09 2022-06-30
90. LIVE NATION INC   2021-03-01 2022-06-30
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(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 21,699   18,636 3,063
b 638   446 192
c 6,511   2,805 3,706
d 6,711   4,701 2,010
e 1,989   1,531 458
9,199   7,079 2,120
11,388   11,480 -92
11,468   9,574 1,894
16,682   10,635 6,047
1,236   1,276 -40
17,469   20,040 -2,571
2,228   1,615 613
2,228   1,382 846
4,882   1,346 3,536
8,564   8,328 236
4,611   5,486 -875
22,063   6,791 15,272
13,226   4,789 8,437
6,118   5,966 152
5,561   5,421 140
11,121   4,235 6,886
25,352   19,472 5,880
24,246   15,565 8,681
22,795   9,515 13,280
11,179   7,458 3,721
13,487   11,480 2,007
8,176   8,527 -351
19,874   25,300 -5,426
17,462   18,194 -732
22,663   15,188 7,475
25,780   6,000 19,780
12,038   4,398 7,640
4,586   4,480 106
6,181   5,813 368
47,610   21,167 26,443
7,941   7,484 457
15,794   9,731 6,063
11,894   8,867 3,027
6,933   6,015 918
5,633   5,596 37
568   542 26
11,356   10,753 603
3,588   3,363 225
8,165   8,274 -109
866   843 23
5,572   4,826 746
6,520   6,378 142
85,136   34,641 50,495
48,475   49,200 -725
12,120   10,866 1,254
9,863   9,480 383
14,690   8,737 5,953
14,638   2,408 12,230
511   154 357
9,201   9,789 -588
9,591   8,593 998
22,547   16,185 6,362
20,704   6,394 14,310
21,298   3,166 18,132
11,726   10,939 787
12,548   918 11,630
10,457   11,157 -700
18,338   16,742 1,596
9,314   9,313 1
25,033   19,194 5,839
11,722   8,207 3,515
17,597   9,894 7,703
17,567   17,473 94
27,346   23,330 4,016
6,494   5,258 1,236
7,555   15,666 -8,111
18,552   15,549 3,003
13,270   5,700 7,570
13,735   15,745 -2,010
20,470   20,295 175
14,081   2,354 11,727
11,101   956 10,145
15,897   9,961 5,936
10,842   1,263 9,579
20,782   19,826 956
10,425   9,230 1,195
31,113   40,038 -8,925
6,845   6,666 179
956   1,157 -201
25,178   28,920 -3,742
15,636   14,493 1,143
4,170   4,102 68
10,963   10,418 545
240,072   266,861 -26,789
59,928   61,497 -1,569
14,654   16,076 -1,422
65,450   68,749 -3,299
17,262   16,667 595
48,914   39,612 9,302
14,068   6,286 7,782
24,139   20,785 3,354
9,018   3,795 5,223
9,064   8,957 107
4,615   10,838 -6,223
19,559   40,947 -21,388
6,301   9,746 -3,445
9,242   11,121 -1,879
7,982   13,418 -5,436
9,959   9,745 214
9,959   12,880 -2,921
7,469   10,276 -2,807
17,716   24,019 -6,303
13,124   1,262 11,862
13,654   9,011 4,643
8,671   16,122 -7,451
5,271   8,120 -2,849
12,176   11,276 900
10,622   13,279 -2,657
13,858   15,753 -1,895
1,838   706 1,132
1,375   2,561 -1,186
2,509   4,609 -2,100
2,468   3,750 -1,282
5,312   7,943 -2,631
13,742   14,474 -732
5,219   1,570 3,649
6,611   8,771 -2,160
4,755   5,050 -295
13,271   13,365 -94
19,270   21,293 -2,023
20,147   26,440 -6,293
19,423   7,452 11,971
2,572   2,778 -206
9,813   10,917 -1,104
11,587   5,909 5,678
8,892   10,510 -1,618
13,167   17,404 -4,237
36,613   47,797 -11,184
22,230   2,049 20,181
9,631   885 8,746
11,835   16,708 -4,873
12,831   17,627 -4,796
4,062   5,212 -1,150
8,575   11,598 -3,023
12,926   4,029 8,897
18,245   22,869 -4,624
4,462   4,937 -475
4,798   5,865 -1,067
11,232   1,025 10,207
25,264   28,842 -3,578
13,164   16,623 -3,459
12,476   5,544 6,932
6,093   7,284 -1,191
7,422   8,348 -926
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
      237,843
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       3,063
b       192
c       3,706
d       2,010
e       458
      2,120
      -92
      1,894
      6,047
      -40
      -2,571
      613
      846
      3,536
      236
      -875
      15,272
      8,437
      152
      140
      6,886
      5,880
      8,681
      13,280
      3,721
      2,007
      -351
      -5,426
      -732
      7,475
      19,780
      7,640
      106
      368
      26,443
      457
      6,063
      3,027
      918
      37
      26
      603
      225
      -109
      23
      746
      142
      50,495
      -725
      1,254
      383
      5,953
      12,230
      357
      -588
      998
      6,362
      14,310
      18,132
      787
      11,630
      -700
      1,596
      1
      5,839
      3,515
      7,703
      94
      4,016
      1,236
      -8,111
      3,003
      7,570
      -2,010
      175
      11,727
      10,145
      5,936
      9,579
      956
      1,195
      -8,925
      179
      -201
      -3,742
      1,143
      68
      545
      -26,789
      -1,569
      -1,422
      -3,299
      595
      9,302
      7,782
      3,354
      5,223
      107
      -6,223
      -21,388
      -3,445
      -1,879
      -5,436
      214
      -2,921
      -2,807
      -6,303
      11,862
      4,643
      -7,451
      -2,849
      900
      -2,657
      -1,895
      1,132
      -1,186
      -2,100
      -1,282
      -2,631
      -732
      3,649
      -2,160
      -295
      -94
      -2,023
      -6,293
      11,971
      -206
      -1,104
      5,678
      -1,618
      -4,237
      -11,184
      20,181
      8,746
      -4,873
      -4,796
      -1,150
      -3,023
      8,897
      -4,624
      -475
      -1,067
      10,207
      -3,578
      -3,459
      6,932
      -1,191
      -926
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 521,748
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,169
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 10,169
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 13,780
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,780
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 3,611
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,611 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (215) 553-1152

    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 TRUSTEE
    1     		52,258    
    PO BOX 185
    PITTSBURGH,PA152300185
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,790,806
    b
    Average of monthly cash balances.......................
    1b
    303,767
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,094,573
    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
    11,094,573
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    166,419
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,928,154
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    546,408
    Part X
    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 IX, line 6..................
    1
    546,408
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,169
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,169
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    536,239
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    536,239
    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 XII, line 1 ...
    7
    536,239
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 536,239
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 479,211
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 506,152
    a Applied to 2020, but not more than line 2a 479,211
    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 2021 distributable amount..... 26,941
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		509,298
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    NONE
    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.
    NONE
    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:
    CO ARNOLD W JOHNSEN - 193-0370
    1735 Market St 8th Floor
    Philadelphia,PA19103
    (000) 000-0000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    SEE ATTACHED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    BETTER DAYS ANIMAL LEAGUE
    PO BOX 57
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 5,000
    CHRISTIAN RESIDENTIAL OPPORTUNITIES AND
    SOCIAL SERVICES
    712 PINOLA RD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 10,000
    DOMESTIC VIOLENCE SERVICES OF CUMBERLAND
    COUNTY
    PO BOX 1039
    CARLISLE,PA17013     		NONE PC GENERAL OPERATING 13,000
    FULTON COUNTY MEDICAL CENTER
    214 PEACH ORCHARD RD
    MCCONNELLSBURG,PA17233     		NONE PC GENERAL OPERATING 10,000
    LEAHS LEGACY
    10631 GRANT SHOOK RD
    GREENCASTLE,PA17225     		NONE PC GENERAL OPERATING 5,000
    SHIPPENSBURG UNIVERSITY FOUNDATION
    500 NEWBURG RD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 3,700
    SHIPPENSBURG SHADE TREE COMMISSION
    PO BOX 129
    SHIPPENSBURGH,PA17257     		NONE PC GENERAL OPERATING 4,000
    SHIPPENSBURGH ARTS PROGRAMMING AND EDUCA
    PO BOX 4
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 5,000
    WAYNESBORO COMMUNITY THEATRE
    C/O C STRAUSBAUGH 45 WALNUT ST
    WAYNESBORO,PA17268     		NONE PC GENERAL OPERATING 3,000
    FULTON COUNTY MEDICAL CENTER
    214 PEACH ORCHARD RD
    MC CONNELLSBG,PA17233     		NONE PC GENERAL OPERATING 10,000
    FULTON COUNTY LIBRARY
    227 N 1ST ST
    MC CONNELLSBG,PA17233     		NONE PC GENERAL OPERATING 10,000
    FRIENDS OF MEMORIAL PARK POOL
    110 PARK PL W
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 10,000
    FRANKLIN COUNTY LITERACY COUNCIL
    101 E KING ST
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 5,000
    DOWNTOWN CHAMBERSBURG INC
    100 LINCOLN WAY EAST SUITE A
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 4,000
    BLUE RIDGE SUMMIT FREE LIBRARY
    PO BOX 34
    BLUE RIDGE SM,PA17214     		NONE PC GENERAL OPERATING 5,595
    BELLA LUNA ANIMAL RESCUE
    545 BRITTON RD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 5,000
    ANTIETAM HUMANE SOCIETY
    8513 LYONS RD
    WAYNESBORO,PA172689502     		NONE PC GENERAL OPERATING 7,000
    CUMBERLAND VALLEY ANIMAL SHELTER
    5051 LETTERKENNY ROAD WEST
    CHAMBERSBURG,PA172018706     		NONE PC GENERAL OPERATING 3,357
    SHIPPENSBURG EMS
    711 E ORANGE ST
    SHIPPENSBURG,PA172572145     		NONE PC GENERAL OPERATING 10,000
    KATE'S PLACE OF SHIPPENSBURG
    130 S PENN ST
    SHIPPENSBURG,PA172571916     		NONE PC GENERAL OPERATING 5,500
    BOYS & GIRLS CLUB OF CHAMBERSBURG
    73 W BURD ST
    SHIPPENSBURG,PA172571259     		NONE PC GENERAL OPERATING 15,000
    ARENDTVILLE COMMUNITY FIRE CO INC
    48 PEARL ST
    ARENDTVILLE,PA17307     		NONE PC GENERAL OPERATING 10,914
    BUCHANAN VALLEY VOLUNTEER FIRE DEPT
    1799 BUCHANAN VALLEY ROAD
    ORRTANNA,PA17353     		NONE PC GENERAL OPERATING 12,500
    PLEASANT HALL VOLUNTEER FIRE COMPANY
    9722 CUMBERLAND HIGHWAY
    PLEASANT HALL,PA17246     		NONE PC GENERAL OPERATING 17,275
    THE SALVATION ARMY
    159 LINCOLN WAY WEST
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 30,000
    WAYNESBORO NEW HOPE SHELTER
    25 SOUTH POTOMAC STREET
    WAYNESBORO,PA17268     		NONE PC GENERAL OPERATING 15,000
    THE SHOOK HOME
    55 SOUTH SECOND STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 35,000
    THE HARBOR
    55 W KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 11,790
    SHIPPENSBURG PRODUCE AND OUTREACH
    962 BARD DRIVE
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 18,000
    SHIPPENSBURG AREA LITTLE LEAGUE
    295 S FAYETTE STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 3,000
    SHIPPENSBURG PUBLIC LIBRARY
    73 W KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 10,000
    MIDPENN LEGAL SERVICES
    213 A-NORTH FRONT STREET
    HARRISBURG,PA17101     		NONE PC GENERAL OPERATING 18,000
    MEDARD'S HOUSE
    1120 DREXEL HILLS BLVD
    CUMBERLAND,PA17070     		NONE PC GENERAL OPERATING 15,000
    SPIRITRUST LUTHERAN HOME CARE
    2700 LUTHER DRIVE
    CHAMBERSBURG,PA17202     		NONE PC GENERAL OPERATING 25,000
    FULTON COUNTY LIBRARY
    227 NORTH FIRST STREET
    MCCONNELLSBURG,PA17233     		NONE PC GENERAL OPERATING 10,000
    FRANKLIN COUNTY LEGAL SERVICES
    FRANKLIN COUNTY LEGAL SERVICES
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 25,000
    CHRIST AMONG NEIGHBORS
    130 S PENN STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 6,000
    CAPITAL THEATRE FOUNDATION
    159 S MAIN STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 15,000
    BOPIC INC
    530 S MAIN STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING 12,000
    BENDERSVILLE COMMUNITY FIRE CO INC
    98 SCARLET WAY
    BIGLERVILLE,PA17307     		NONE PC GENERAL OPERATING 12,500
    WEST END FIRE & RESCUE CO NO 3
    48 LURGAN AVENUE
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 5,896
    VIGILANT HOSE COMPANY NO 1
    20 WALNUT BOTTOM ROAD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 7,790
    WAYNESBORO COMMUNITY AND
    123 WALNUT STREET
    WAYNESBORO,PA17268     		NONE PC GENERAL OPERATING 20,000
    Total .................................bullet 3a 484,817
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 521,748  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   767,724  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    767,724
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    05569M830 BNY MELLON BOND FD C AT COST 529,389 463,029
    05569M855 BNY MELLON EMERGING AT COST 326,944 327,112
    05588D811 BNYM DIV EMG MKTS-Y AT COST 250,000 235,243
    126408103 CSX CORP COM AT COST 29,717 56,667
    20030N101 COMCAST CORP NEW CL      
    244199105 DEERE & COMPANY AT COST 19,964 46,717
    437076102 HOME DEPOT INC USD 0 AT COST 2,598 19,747
    438516106 HONEYWELL INTL INC AT COST 11,547 48,667
    46625H100 J P MORGAN CHASE & C AT COST 51,120 57,994
    595112103 MICRON TECHNOLOGY AT COST 41,591 57,491
    723787107 PIONEER NAT RES CO AT COST 68,345 96,817
    92828W361 VIRTUS EMERGING MKTS      
    G29183103 EATON CORP PLC AT COST 13,182 41,955
    023135106 AMAZON COM INC AT COST 7,508 79,339
    05569M368 BNY MELLON CORP BOND AT COST 350,000 327,391
    05587K865 BNYM SELECT MGR S/C AT COST 138,724 139,685
    12572Q105 CME GROUP INC AT COST 51,009 55,678
    254687106 DISNEY (WALT) COMPAN      
    29444U700 EQUINIX INC AT COST 24,615 29,566
    452308109 ILLINOIS TOOL WORKS AT COST 28,014 50,301
    609207105 MONDELEZ INTERNATION      
    79466L302 SALESFORCE COM INC      
    87165B103 SYNCHRONY FINANCIAL AT COST 34,434 38,392
    882508104 TEXAS INSTRUMENTS IN      
    92826C839 VISA INC      
    03027X100 AMERICAN TOWER CORP- AT COST 48,450 61,853
    05569M509 BNY MELLON MID CAP S AT COST 526,241 747,727
    05588D753 BNY MELLON INTL EQTY AT COST 192,809 206,548
    060505104 BANK AMER CORP AT COST 12,362 23,348
    101137107 BOSTON SCIENTIFIC CO      
    166764100 CHEVRONTEXACO CORP AT COST 30,945 45,171
    654106103 NIKE INC CL B AT COST 17,697 29,331
    718172109 PHILIP MORRIS INTERN      
    002824100 ABBOTT LABORATORIES AT COST 55,640 64,429
    05587K824 BNYM SEL MGR S/C VAL AT COST 142,245 141,148
    05587K840 BNYM GLOBAL STOCK-Y AT COST 402,164 504,908
    22160K105 COSTCO WHSL CORP NEW AT COST 20,410 41,697
    00724F101 ADOBE SYS INC COM      
    026874784 AMERICAN INTERNATION AT COST 39,749 57,777
    126650100 CVS CORP AT COST 39,442 50,963
    233203421 DFA EMERG MKTS CORE AT COST 82,098 95,479
    30303M102 FACEBOOK INC AT COST 30,831 41,764
    65339F101 NEXTERA ENERGY INC AT COST 27,402 36,716
    929089100 VOYA FINANCIAL INC AT COST 21,898 41,076
    02079K305 ALPHABET INC/CA AT COST 56,922 159,086
    05569M806 BNY MELLON SMALL CAP AT COST 142,730 181,338
    30161N101 EXELON CORP AT COST 42,616 55,290
    594918104 MICROSOFT CORP COM AT COST 84,407 234,743
    91913Y100 VALERO ENERGY CORP N AT COST 35,741 57,285
    G06242104 ATLASSIAN CORP PLC-C      
    05587N794 BNYM GLBL RL RTRN -Y AT COST 535,756 572,540
    150870103 CELANESE CORP DEL AT COST 25,913 46,221
    64110L106 NETFLIX COM INC      
    70450Y103 PAYPAL HOLDINGS INC AT COST 27,919 18,158
    742718109 PROCTER & GAMBLE CO AT COST 36,321 34,222
    852234103 SQUARE INC - A      
    78409V104 S & P GLOBAL INC AT COST 36,680 51,907
    G5960L103 MEDTRONIC PLC      
    05569M814 BNY MELLON INTERMEDI AT COST 359,232 338,988
    110122108 BRISTOL MYERS SQUIBB      
    872590104 T -MOBILE US INC AT COST 85,925 101,443
    883556102 THERMO ELECTRON CORP AT COST 26,835 42,919
    91324P102 UNITED HEALTH GROUP AT COST 57,028 129,435
    007903107 ADVANCED MICRO DEVIC AT COST 13,603 40,300
    037833100 APPLE COMPUTER INC C AT COST 3,309 127,970
    00287Y109 ABBVIE INC AT COST 57,714 102,617
    009158106 AIR PRODUCTS AND CHE      
    67066G104 NVIDIA CORP AT COST 45,592 72,308
    88339J105 TRADE DESK INC/THE AT COST 10,758 18,851
    75513E101 RAYTHEON TECHNOLOGIE AT COST 77,228 91,208
    816851109 SEMPRA ENERGY      
    191216100 COCA-COLA CO USD AT COST 71,509 78,008
    461202103 INTUIT INC COM      
    532457108 ELI LILLY & CO COM AT COST 42,850 68,088
    55024U109 LUMENTUM HOLDINGS IN      
    89832Q109 TRUIST FINL CORP AT COST 34,892 39,462
    15135B101 CENTENE CORP DEL AT COST 36,413 48,228
    482480100 KLA TENCOR CORP AT COST 47,776 64,773
    16119P108 CHARTER COMMUNICATIO      
    22788C105 CROWDSTRIKE HOLDINGS AT COST 21,732 31,689
    G8994E103 TRANE TECHNOLOGIES P AT COST 4,708 24,545
    828806109 SIMON PPTY GROUP INC      
    05588E850 BNY MELLON HIGH YIEL AT COST 250,000 212,083
    87234N765 TCW EMERGING MARKETS AT COST 250,000 187,654
    03076C106 AMERIPRISE FINL INC AT COST 45,839 47,298
    518439104 ESTEE LAUDER COMPANI AT COST 65,515 58,319
    05589K400 BNYM FLTNG RT INC-Y AT COST 250,000 240,690
    83088M102 SKYWORKS SOLUTIONS I      
    235851102 DANAHER CORP COMMON AT COST 49,484 52,479
    302491303 F M C CORP COM NEW      
    464288273 ISHARES MSCI EAFE SM AT COST 329,903 238,558
    09857L108 BOOKING HOLDINGS INC      
    538034109 LIVE NATION INC AT COST 26,552 25,352
    G46188101 HORIZON THERAPEUTICS AT COST 30,717 31,904
    37045V100 GENERAL MOTORS CO      
    00206R102 AT&T INC AT COST 38,687 40,243
    02209S103 ALTRIA GROUP INC AT COST 55,354 41,770
    26614N102 DUPONT DE NEMOURS IN AT COST 53,669 35,571
    G7997R103 SEAGATE TECHNOLOGY H AT COST 57,346 37,506
    05588F709 BNYM GLBL RL EST SEC AT COST 100,000 83,068
    G1151C101 ACCENTURE PLC IRELAN AT COST 28,423 22,212
    580135101 MC DONALDS CORPORATI AT COST 37,521 38,020
    744573106 PUBLIC SERVICE ENTER AT COST 53,261 48,093
    88160R101 TESLA MOTORS INC AT COST 78,065 61,281
    05722G100 BAKER HUGHES A GE CO AT COST 63,179 51,389
    717081103 PFIZER INC COM AT COST 50,960 57,673
    571903202 MARRIOTT INTERNATION AT COST 31,008 27,338
    517834107 LAS VEGAS SANDS CORP AT COST 31,272 29,223
    11135F101 BROADCOM INC AT COST 60,338 51,496
    57636Q104 MASTERCARD INC AT COST 79,239 72,876
    23320G463 D F A COMMODITY STRA AT COST 110,029 103,801

    TY 2021 OtherDecreasesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Description Amount
    CY PENDING SALES ADJ 1,357
    ROUNDINGS 10


    TY 2021 OtherExpensesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CHARITABLE EXPENSES - PR 432 0   432


    TY 2021 OtherIncreasesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Description Amount
    MUTUAL FUND TIMING ADJ 314


    TY 2021 TaxesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,575 3,575   0
    FEDERAL TAX PAYMENT - PRIOR YE 11,232 0   0
    FEDERAL ESTIMATES - PRINCIPAL 13,780 0   0
    FOREIGN TAXES ON NONQUALIFIED 1,025 1,025   0