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
MCELHATTAN FOUNDATION
 
% JIM WOLL TREASURER
Number and street (or P.O. box number if mail is not delivered to street address)C/O BLAIR535 SMITHFIELD STSTE 800
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-1756557
B Telephone number (see instructions)

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$130,400,729
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 125,606 125,604  
4 Dividends and interest from securities... 2,549,534 2,545,158  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,247,223
b Gross sales price for all assets on line 6a 27,724,007
7 Capital gain net income (from Part IV, line 2)... 2,247,223
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)....... 77 77  
12 Total. Add lines 1 through 11........ 4,922,440 4,918,062  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 133,926 33,482   100,444
14 Other employee salaries and wages...... 188,332 47,083   141,249
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 35,193 9,537 0 25,656
b Accounting fees (attach schedule)....... 584,255 584,255 0 0
c Other professional fees (attach schedule).... 26,600     26,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 290,067 67,762   19,238
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,919     12,919
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 56,573 8,534   44,092
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,327,865 750,653 0 370,198
25 Contributions, gifts, grants paid....... 7,187,310 7,187,310
26 Total expenses and disbursements. Add lines 24 and 25 8,515,175 750,653 0 7,557,508
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,592,735
b Net investment income (if negative, enter -0-) 4,167,409
c Adjusted net income (if negative, enter -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............. 384,458 139,918 139,918
2 Savings and temporary cash investments......... 1,681,306 2,490,956 2,490,956
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,559,298 Click to see attachment2,688,639 2,617,727
b Investments—corporate stock (attach schedule)....... 105,276,962 Click to see attachment103,029,995 114,134,831
c Investments—corporate bonds (attach schedule)....... 2,462,161 Click to see attachment2,325,262 2,098,257
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,525,947 Click to see attachment9,605,541 8,919,040
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) 123,890,132 120,280,311 130,400,729
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 458,978  
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)......... 458,978 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........... 123,431,154 120,280,311
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)..... 123,431,154 120,280,311
30 Total liabilities and net assets/fund balances (see instructions). 123,890,132 120,280,311
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
123,431,154
2
Enter amount from Part I, line 27a .....................
2
-3,592,735
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
458,978
4
Add lines 1, 2, and 3 ..........................
4
120,297,397
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,086
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,280,311
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 HAWTHRON - SEE DETAIL ATTACHED   2021-09-09 2022-05-12
b HAWTHORN - SEE DETAIL ATTACHED   2018-06-04 2022-06-27
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
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 8,143,340   9,299,040 -1,078,898
b 19,264,933   16,254,805 3,010,387
c       300,955
d       300,955
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       -1,155,700
b       3,010,128
c        
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 2,247,223
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  
3 Add lines 1 and 2........................... 3 57,927
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 57,927
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 100,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,000
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 42,073
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet42,073 RefundedBullet 11  
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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletmcelhattan.org
    14
    The books are in care ofbulletJIM WOLL TREASURER Telephone no.bullet (724) 880-5234

    Located atbullet4638 CENTRE AVENUEPITTSBURGHPA ZIP+4bullet15213
    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
     
    No
    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
    KENT D MCELHATTAN PRESIDENT & DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    ELAINE L BONOMA DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    SHIRLEY MCELHATTAN DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    LARRY S BLAIR DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    JIM WOLL TREASURER
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    ERIN MCELHATTAN DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    MARTHA MCELHATTAN SECRETARY
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    K JOSHUA MCELHATTAN DIRECTOR
    0
    0 0 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    LESLEY CARLIN EXECUTIVE DIRECTOR
    0
    133,926 10,467 0
    C/O BLAIR535 SMITHFIELD STSTE 800
    PITTSBURGH,PA15222
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 NOT APPLICABLE  
    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
    152,439,426
    b
    Average of monthly cash balances.......................
    1b
    4,461,083
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    156,900,509
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    156,900,509
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,353,508
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    154,547,001
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,727,350
    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
    7,727,350
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    57,927
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    57,927
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,669,423
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    7,669,423
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    7,669,423
    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 7,669,423
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 6,858,696
    b Total for prior years:2019, 2018, 2017 31,490
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    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$ 7,557,508
    a Applied to 2020, but not more than line 2a 6,858,696
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 698,812
    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 ..........
    31,490
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    31,490
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    6,970,611
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    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).)
    K JOSHUA MCELHATTAN
    KENT D MCELHATTAN
    ELAINE L BONOMA
    ERIN J MCELHATTAN
    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:
    LESLEY CARLIN
    4638 CENTRE AVENUE
    PITTSBURGH,PA15213
    (412) 450-0173
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED VIA THE FOUNDATION WEBSITE: MCELHATTAN.ORG
    cAny submission deadlines:
    SEE MCELHATTAN.ORG FOR DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NON-PROFITS BASED IN THE UNITED STATES MAY APPLY. AWARDS ARE RESTRICTED TO WORKPLACE, SAFETY, EDUCATION, END OF LIFE PLANNING AND CARE, AND COMMUNITY DEVELOPMENT IN KNOX AND FRANKLIN PA.
    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
    CHILDREN'S MUSEUM OF PITTSBURGH
    10 CHILDRENS WAY
    PITTSBURGH,PA15212
    JOSH MCELHATTAN TRUSTEE & SUBSTANTIAL CONTRIBUTOR   GENERAL SUPPORT 50,000
    ASSEMBLE
    4824 PENN AVENUE
    PITTSBURGH,PA15224
    NONE   GENERAL SUPPORT 25,000
    ANGEL'S PLACE
    2615 NORWOOD AVENUE
    PITTSBURGH,PA15214
    NONE   GENERAL SUPPORT 25,000
    WORKSAFE
    1736 FRANKLIN STREET SUITE 500
    OAKLAND,CA94612
    NONE   GENERAL SUPPORT MULTI-YEAR GRANT 50,000
    ACH CLEAR PATHWAYS
    510 HELDMAN STREET
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 50,000
    HOMEWOOD CHILDREN'S VILLAGE
    801 NORTH HOMEWOOD AVENUE
    UPSTAIRS HOMEWOOD CHILDRENS VILLA
    PITTSBURGH,PA15208
    NONE   GENERAL SUPPORT 50,000
    ALUMNI THEATER COMPANY
    6601 HAMILTON AVENUE
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 30,000
    OIL REGION MUSIC PRESERVATION
    1261 LIBERTY STREET
    FRANKLINE,PA16323
    NONE   RAPID RESPONSE GRANT 2,000
    BOYS AND GIRLS CLUB OF WESTERN PA
    33 TERMINAL WAY STE 435A
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 100,000
    HOPE GROWS
    183 SHAFER ROAD
    MOON TOWNSHIP,PA15108
    NONE   GENERAL SUPPORT 30,000
    UNITED WAY OF VENANGO COUNTY
    PO BOX 303
    RENO,PA16343
    NONE   GENERAL SUPPORT 40,000
    PEDIATRIC PALLIATIVE CARE COALITION
    384 FOX CHAPEL ROAD
    PITTSBURGH,PA15238
    NONE   GENERAL SUPPORT 50,000
    ARYSE
    6101 PENN AVENUE SUITE 201
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 66,667
    YOUTH PLACES INC
    711 W COMMONS 2ND FLOOR
    PITTSBURGH,PA15212
    NONE   GENERAL SUPPORT 50,000
    LATINO COMMUNITY CENTER
    212 9TH STREET
    PITTSBURGH,PA15222
    NONE   GENERAL SUPPORT 50,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260
    NONE   GENERAL SUPPORT ($500,000) FOUR YEAR GRANT, $87,498 TWO YEAR GRANT, GENERAL SUPPORT ($190,317) 777,815
    UNITED WAY OF GREATER PITTSBURGH
    1250 PENN AVENUE
    PITTSBURGH,PA15222
    NONE   GENERAL SUPPORT (MULTI-YEAR GRANT) 500,000
    NATIONAL SAFETY COUNCIL
    1121 SPRING LAKE DRIVE
    ITASCA,IL601433201
    NONE   GENERAL SUPPORT (THREE YEAR GRANT) 1,000,000
    CARLOW UNIVERSITY
    3333 FIFTH AVENUE
    PITTSBURGH,PA15213
    NONE   GENERAL SUPPORT (THREE YEAR GRANT) 74,700
    THE GEORGE WASHINGTON UNIVERSITY
    950 NEW HAMPSHIRE AVENUE NW ROOM 4
    WASHINGTON,DC20052
    NONE   GENERAL SUPPORT 525,388
    CARNEGIE LIBRARY OF PITTSBURGH
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    NONE   GENERAL SUPPORT 166,667
    CHILDREN'S HOSPITAL FOUNDATION
    105 40TH STREET
    PITTSBURGH,PA15201
    NONE   GENERAL SUPPORT 101,995
    HIS PLACECONTACT CONTACT CENTER INC
    1911 RHINE STREET
    PITTSBURGH,PA15212
    NONE   GENERAL SUPPORT 35,000
    5A ELITE YOUTH EMPOWERMENT
    3632 CENTRALIA STREET
    PITTSBURGH,PA15204
    NONE   GENERAL SUPPORT 35,000
    A SCHOOLS
    1901 CENTRE AVENUE SUITE 302
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 50,000
    ALLEGHENY INTERMEDIATE UNIT
    475 E WATERFRONT DRIVE
    HOMESTEAD,PA15120
    NONE   GENERAL SUPPORT 100,000
    BEST OF THE BATCH FOUNDATION
    2000 WEST STREET
    MUNHALL,PA15120
    NONE   GENERAL SUPPORT 45,000
    CCAC EDUCATIONAL FOUNDATION
    808 RIDGE AVENUE BAYERS HALL ROOM
    PITTSBURGH,PA15212
    NONE   GENERAL SUPPORT 100,000
    CENTER OF LIFE
    161 HAZELWOOD AVENUE
    PITTSBURGH,PA15207
    NONE   GENERAL SUPPORT 20,000
    CLARION FOREST VNA INC
    271 PERKINS ROAD
    CLARION,PA16214
    NONE   GENERAL SUPPORT 50,000
    COMMUNITY EMPOWERMENT ASSOCIATION INC
    7120 KELLY STREET
    PITTSBURGH,PA15208
    NONE   GENERAL SUPPORT 50,000
    COMM THEATER PROJCORP (KELLY STRAYHORN THEATER)
    5530 PENN AVENUE SUITE A
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 25,000
    CONSORTIUM FOR PUBLIC EDUCATION
    1100 INDUSTRY ROAD
    MCKEESPORT,PA15132
    NONE   GENERAL SUPPORT 60,000
    DUQUESNE UNIVERSITY
    600 FORBES AVENUE 4TH FLOOR ADMIN
    PITTSBURGH,PA15282
    NONE   GENERAL SUPPORT 32,028
    END WELL FOUNDATION
    41 CASTLE STREET
    SAN FRANCISCO,CA94133
    NONE   GENERAL SUPPORT 25,000
    FAMILY HOSPICE AND PALLIATIVE CARE
    50 MOFFETT STREET
    PITTSBURGH,PA15243
    NONE   GENERAL SUPPORT ($14,700), RAPID RESPONSE GRANT (15,050) 29,750
    FAMILY SERVICE&CHILDREN'S AID SOC OF VENANGO CTY
    716 EAST SECOND STREET
    OIL CITY,PA16301
    NONE   GENERAL SUPPORT 75,000
    GEMS-GIRLS EXCELLING IN MATH AND SCIENCE
    806 LIBERTY STREET
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 60,000
    GREEN AMERICA
    1612 K STEET NW SUITE 600
    WASHINGTON,DC20006
    NONE   GENERAL SUPPORT 20,000
    HOPEBOUND MINISTRIES INC
    308 HEMLOCK DRIVE
    MOON TOWNSHIP,PA15108
    NONE   MOONCREST NEIGHBORHOOD PROGRAMS 21,600
    INDUSTRIAL ARTS WORKSHOP
    5430 DYKE STREET
    PITTSBURGH,PA15207
    NONE   GENERAL SUPPORT 30,000
    KNOX PUBLIC LIBRARY
    305 NORTH MAIN STREET PO BOX 510
    KNOX,PA16232
    NONE   GENERAL SUPPORT 20,000
    MELTING POT MINISTRIES
    5811 CURRY ROAD
    PITTSBURGH,PA15236
    NONE   GENERAL SUPPORT 50,000
    NORTHWEST HOSPITAL FOUNDATION
    100 FAIRFIELD DRIVE
    SENECA,PA16346
    NONE   GENERAL SUPPORT 21,000
    SMALL SEEDS DEVELOPMENT INC
    6031 BROAD STREET 2ND FLOOR SUITE 2
    PITTSBRUGH,PA15206
    NONE   GENERAL SUPPORT 20,000
    STEM CODING LAB INC
    800 VINIAL STREET SUITE A200
    PITTSBURGH,PA15212
    NONE   GENERAL SUPPORT 28,000
    SUGAR VALLEY LODGE INC
    190 SUGAR VALLEY LANE
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 80,000
    THE FRIENDSHIP CIRCLE OF PITTSBURGH INC
    1922 MURRAY AVENUE
    PITTSBURGH,PA15217
    NONE   GENERAL SUPPORT 40,000
    THE NEIGHBORHOOD ACADEMY
    709 N AIKEN AVENUE
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 50,000
    THE PITTSBURGH PROJECT
    2801 N CHARLES STREET
    PITTSBURGH,PA15214
    NONE   GENERAL SUPPORT 30,000
    THE SALVATION ARMY
    PO BOX 742 700 N BELL AVENUE
    CARNEGIE,PA15106
    NONE   GENERAL SUPPORT 25,000
    UNIVERSITY OF PITTBURGH SCHOOL OF NURSING
    128 NORTH CRAIG STREET 133 PARK PL
    PITTSBURGH,PA15260
    NONE   GENERAL SUPPORT 100,000
    VENTURE OUTDOORS INC
    317 E CARSON STREET SUITE 330
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 30,000
    VINTAGE WINGS INC
    1560 AIRPORT ROAD
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 45,000
    VOICES AGAINST VIOLENCE
    900 DELMONT AVENUE
    PITTSBURGH,PA15210
    NONE   GENERAL SUPPORT (FISCAL CONDUIT - THE PITTSBRUGH CONTINGENCY) 50,000
    YMCA OF FRANKLIN & GROVE CITY
    111 WEST PARK STREET
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 25,000
    YOUTH ALTERNATIVE INC
    1 GRAFF STREET
    OIL CITY,PA16301
    NONE   GENERAL SUPPORT 20,000
    SHIPPENVILLE
    213 MAIN STREET
    SHIPPENVILLE,PA16254
    NONE   GENERAL SUPPORT 10,000
    UNITED SOMALI BANTU
    PO BOX 100206
    PITTSBURGH,PA15233
    NONE   GENERAL SUPPORT 7,000
    BROOKLINE TEEN OUTREACH
    520 BROOKLINE BOULEVARD
    PITTSBURGH,PA15226
    NONE   GENERAL SUPPORT 40,000
    BIBLE CENTER CHURCH
    7238 FLEURY WAY
    PITTSBURGH,PA15208
    NONE   GENERAL SUPPORT 50,000
    BLOOMFIELD-GARFIELD CORP
    113 N PACIFIC AVENUE
    PITTSBURGH,PA15224
    NONE   GENERAL SUPPORT 50,000
    CITY OF BRIDGES
    733 NORTH HIGHLAND AVENUE
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 18,000
    CROSSROADS FOUNDATION
    6901 LYNN WAY
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 50,000
    HELPING OURSELVES PRODUCE EXCELLENCE FOR TOMORROW
    3313 KATHY DRIVE
    PITTSBURGH,PA15204
    NONE   GENERAL SUPPORT 35,000
    HOMELESS CHILDREN'S EDUCATION FUND
    1901 CENTRE AVENUE 301
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 25,000
    MANCHESTER YOUTH DEVELOPMENT CENTER
    1214 LIVERPOOL STREET
    PITTSBURGH,PA15222
    NONE   GENERAL SUPPORT 50,000
    PENNSYLVANIA EDUCATOR DIVERSITY CONSORTIUM
    1382 KIRKLAND AVENUE
    WEST CHESTER,PA19380
    NONE   GENERAL SUPPORT 125,000
    PITTSBURGH CHAPTER NATL TOOLING&MACHINERY FOUND
    305 EAST CARSON STREET
    PITTSBURGH,PA15219
    NONE   GENERAL SUPPORT 15,000
    RESEARCH FOR ACTION
    100 S BROAD STREET SUITE 700
    PHILADELPHIA,PA19110
    NONE   GENERAL SUPPORT 75,000
    RIVER OF STEEL HERITAGE CORPORATION
    623 E 8TH AVENUE
    HOMESTEAD,PA15120
    NONE   GENERAL SUPPORT 46,200
    THE URBAN ACADEMY OF GREATER PITTSBURGH
    437 TURRETT STREET
    PITTSBURGH,PA15206
    NONE   GENERAL SUPPORT 50,000
    URBAN IMPACT FOUNDATION
    801 UNION PLACE 4TH FLOOR
    PITTSBURGH,PA15212
    NONE   GENERAL SUPPORT 25,000
    YMCA GREATER PITTSBURGH
    305 WOOD STREET
    PITTSBURGH,PA15222
    NONE   GENERAL SUPPORT 40,000
    FAME
    PO BOX 100073
    PITTSBURGH,PA15233
    NONE   GENERAL SUPPORT 200,000
    CITY OF FRANKLIN
    430 13TH STREET
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 100,000
    EHCA FOUNDATION
    226 E 27TH STREET
    ERIE,PA16504
    NONE   GENERAL SUPPORT 3,000
    GLADE RUN FOUNDATION
    30 GLADE RUN DRIVE PO BOX 70
    ZELIENOPLE,PA16063
    NONE   GLADE RUN LUTHERAN SERVICES 10,000
    KEYSTONE SMILES COMMUNITY LEARNING CENTER
    P O BOX 352 525 MAIN STREET
    KNOX,PA16232
    NONE   GENERAL SUPPORT 112,500
    KNOX AREA VOLUNTEER AMBULANCE COMPANY
    343 MAIN ST PO BOX 636
    KNOX,PA16232
    NONE   GENERAL SUPPORT 500,000
    KNOX BASEBALL ASSOCIATION
    PO BOX 37
    KNOX,PA16232
    NONE   GENERAL SUPPORT 40,000
    KNOX CIVIC CLUB
    PO BOX 34
    KNOX,PA16232
    NONE   GENERAL SUPPORT 100,000
    MUSTARD SEED MISSIONS OF VENANGO COUNTY
    PO BOX 841 215 E BISSELL AVENUE
    OIL CITY,PA16301
    NONE   GENERAL SUPPORT 20,000
    OIL REGION MUSIC PRESERVATION MUSEUM
    1261 LIBERTY STREET
    FRANKLIN,PA16323
    NONE   GENERAL SUPPORT 3,000
    INNOVATION INSTITUTE FOR TOMORROW INC
    594 UPPER SAGE RUN ROAD
    OIL CITY,PA16301
    NONE   GENERAL SUPPORT 25,000
    WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA15224
    NONE   GENERAL SUPPORT 50,000
    Total .................................bullet 3a 7,187,310
    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 ...........
        14 125,606  
    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 2,247,223  
    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) ..   4,922,440  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,922,440
    (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 AccountingFeesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HAWTHORN OTHER EXPENSES 10,466 10,466    
    HAWTHORN INV MGMT FEE 573,789 573,789    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC 0 0
    ABBVIE INC 53,493 45,997
    ALEXANDRIA REAL ESTATE 18,121 14,889
    AMERICAN ELECTRIC POWER 50,203 44,957
    AMERICAN TOWER CORP 26,718 23,203
    AMGEN INC 52,259 45,913
    ANHEUSER-BUSCH INBEV WOR 59,990 59,230
    ANTHEM INC 50,317 44,533
    APPLE INC 89,626 83,805
    BANK OF AMERICA CORP 85,963 68,134
    BP CAP MARKETS AMERICA 48,056 44,691
    CVS HEALTH CORP 51,425 44,524
    CARRIER GLOBAL 18,640 17,104
    CITIGROUP INC 61,478 61,850
    COMCAST CORP 0 0
    DTE ELECTRIC CORP 53,765 43,765
    WALT DISNEY COMPANY 63,819 54,140
    ENBRIDGE INC 24,604 25,098
    EQUINOR ASA 27,426 23,181
    ENTERPRISE PRODUCTS OPER 0 0
    EXXON MOBIL CORPORATION 0 0
    GENERAL MILLS 0 0
    GILEAD SCIENCES INC 52,781 47,378
    GOLDMAN SACHS GROUP INC 51,609 42,673
    HOME DEPOT INC 81,970 69,997
    JP MORGAN CHASE & CO 77,336 64,788
    LOCKHEED MARTIN CORP 25,404 23,042
    LOWE&S COS INC 51,171 47,140
    MERCK & CO INC 76,574 72,446
    MORGAN STANLEY 55,500 48,821
    NEXTERA ENERGY CAPITAL 45,926 38,617
    PEPSICO INC 73,984 69,145
    PRUDENTIAL FINANCIAL INC 0 0
    PROLOGIS LP 51,048 43,477
    SALES FORCE COM INC 50,772 42,470
    SCHLUMBERGER INVESTMENT 91,463 90,302
    CHARLES SCHWAB CORP 44,752 40,370
    SEMPRA ENERGY 46,946 42,681
    EIMON PROPERTY GROUP LP 50,905 47,811
    STARBUCKS CORP 88,978 86,531
    STATE STREET CORPORATION 75,272 72,131
    THERMO TISHER SCIENTIFIC 0 0
    TORONTO-DOMINION BANK 76,266 72,367
    TOTAL CAPITAL INTL SA 81,655 80,223
    UNITED PARCEL SERVICE 0 0
    UNITED TECHNOLOGIES CORP 27,876 23,907
    UNITED HEALTH GROUP INC 78,574 68,500
    VERIZON COMMUNICATIONS 53,548 47,026
    VISA INC 0 0
    WELLS FARGO & COMPANY 79,049 71,400

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY STOCKS - SEE DETAIL 31,153,863 35,214,270
    ETF EQUITY - SEE DETAIL 49,956,182 56,576,446
    MUTUAL FDS EQUITY - SEE DETAIL 1,826,583 1,569,029
    PRIV. EQU. - HAMILTON LANE FD 912,830 1,744,062
    PRIV. EQU. - ALTERNATIVE INV. 1,411,804 1,365,593
    ETF - ALTERNATIVE INVESTMENTS 2,481,659 2,396,344
    MUTUAL FDS ALTERN INV-SEE DETA 15,287,074 15,269,087

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    US Government Securities - End of Year Book Value:

    1,717,373
    US Government Securities - End of Year Fair Market Value:

    1,656,516
    State & Local Government Securities - End of Year Book Value:


    971,266
    State & Local Government Securities - End of Year Fair Market Value:


    961,211


    TY 2021 InvestmentsOtherSchedule2
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CATHAIN CAPITAL, LP   25,340 25,340
    VANGUARD TOTAL BOND MARKET   9,580,201 8,893,700

    TY 2021 LegalFeesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION AND PLANNING 11,005     11,005
    LEGAL FEES 9,537 9,537    
    AUDIT FEES 14,651     14,651


    TY 2021 OtherDecreasesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Description Amount
    CATHAIN CAPITAL DISTR. RECORDED IN PY 17,086


    TY 2021 OtherExpensesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT MAKING SOFTWARE FEES 9,975     9,975
    BUSINESS INSURANCE 4,382 1,096   3,286
    SUPPLIES 7,304 1,826   5,478
    MEDICAL/DENTAL/VISION INSURANC 16,582 4,146   12,436
    MEMBERSHIPS 4,098     4,098
    PAYROLL PROCESSING FEE 3,612 903   2,709
    TELEPHONE SYSTEM 2,253 563   1,690
    DESKTOP SOFTWARE 4,420     4,420
    CATHAIN K-1 EXPENSES 17      
    MISC 3,930      


    TY 2021 OtherIncomeSchedule2
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME CATHAIN CAPITAL, LP 77 77  


    TY 2021 OtherIncreasesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Description Amount
    REVERSAL OF PY ACCRUED GRANTS PAID IN CY 458,978


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 26,600     26,600


    TY 2021 SubstantialContributorsSch
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Name Address
    KENT MCELHATTAN 10 W WOODLAND ROAD
    PITTSBURGH,PA15232
    ESTATE OF KENTON MCELHATTAN 10 W WOODLAND ROAD
    PITTSBURGH,PA15232
    FLORENCE MCELHATTAN PROVIDENCE POINT 100 ADAMS AVE AP
    PITTSBURGH,PA15243
    JUSTIN MCELHATTAN 109 JEFFERSON DRIVE
    PITTSBURGH,PA15228
    ELAINE BONOMA 15 FLORIO DRIVE
    CONCORD,MA01742
    WILLIAM MCELHATTAN 109 JEFFERSON DRIVE
    PITTSBURGH,PA15228
    JESSE MCELHATTAN 109 JEFFERSON DRIVE
    PITTSBURGH,PA15228
    MARY MCELHATTAN 109 JEFFERSON DRIVE
    PITTSBURGH,PA15228
    K JOSHUA MCELHATTAN LESLEY CARL 5315 WESTMINSTER PLACE
    PITTSBURGH,PA15232
    CLAUDIA MCELHATTAN 5315 WESTMINSTER PLACE
    PITTSBURGH,PA15232
    HARRY MCELHATTAN 5315 WESTMINSTER PLACE
    PITTSBURGH,PA15232
    ERIN MCCLELLAND 1160 HILL ROAD
    NEW BETHLEHEM,PA16242


    TY 2021 TaxesSchedule
    Name:
    MCELHATTAN FOUNDATION
    EIN:
    25-1756557
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES HAWTHORN 61,350 61,350    
    PAYROLL TAXES 25,650 6,412   19,238
    FORM 990PF 2020 BALANCE DUE 102,674      
    ESTIM TAXES 2022 FISCAL YEAR 100,000      
    EXCISE AND OTHER TAXES 393      
    US TREASURY NOTICE FOR 6/30/20