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 01-01-2021 , and ending 12-31-2021
Name of foundation
HERBERT G FELDMAN CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)149 LINNVIEW AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152103717
A Employer identification number

25-1832024
B Telephone number (see instructions)

(412) 995-1769
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$4,959,441
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 90,998 88,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 273,953
b Gross sales price for all assets on line 6a 1,057,391
7 Capital gain net income (from Part IV, line 2)... 273,953
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)....... 5,893    
12 Total. Add lines 1 through 11........ 370,844 362,943  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,190 24,095   24,095
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,555 0 0 2,555
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 38,491 38,491   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 703 703   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,036 0 0 1,036
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,980 63,294 0 27,686
25 Contributions, gifts, grants paid....... 185,571 185,571
26 Total expenses and disbursements. Add lines 24 and 25 276,551 63,294 0 213,257
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 94,293
b Net investment income (if negative, enter -0-) 299,649
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......... 156,227 97,849 97,849
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)....... 814,960 Click to see attachment626,236 1,255,442
c Investments—corporate bonds (attach schedule)....... 49,659    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,514,088 Click to see attachment2,902,160 3,606,150
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) 3,534,934 3,626,245 4,959,441
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........ 3,534,934 3,626,245
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)..... 3,534,934 3,626,245
30 Total liabilities and net assets/fund balances (see instructions). 3,534,934 3,626,245
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
3,534,934
2
Enter amount from Part I, line 27a .....................
2
94,293
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,455
4
Add lines 1, 2, and 3 ..........................
4
3,630,682
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,437
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,626,245
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 43. AMERISOURCEBERGEN CORP   2020-05-01 2021-01-04
b 74. CROWN CASTLE INTERNATIONAL CORP - REIT   2019-09-10 2021-01-04
c 44. NORTHROP GRUMMAN CORPORATION   2015-03-30 2021-01-14
d 50000. ROYAL BANK OF CANADA SEDOL BDFM4G5 ISIN US78012KKU06   2018-02-02 2021-01-19
e 28. ABBVIE INC   2020-02-19 2021-01-22
21. ACTIVISION BLIZZARD INC   2020-05-12 2021-01-22
7. AIR PRODUCTS & CHEMICALS INC   2019-08-23 2021-01-22
17. AKAMAI TECHNOLOGIES   2020-07-15 2021-01-22
15. ALLSTATE CORP   2019-10-10 2021-01-22
4. ALPHABET INC/CA-CL A   2013-09-25 2021-01-22
3. AMAZON.COM INC   2018-02-09 2021-01-22
6. AMERICAN TOWER CORP-CL A - REIT   2020-05-04 2021-01-22
10. AMERICAN WATER WORKS CO INC   2016-02-18 2021-01-22
16. AMERISOURCEBERGEN CORP   2020-05-01 2021-01-22
21. AMGEN INC   2014-01-09 2021-01-22
108. APPLE INC   2020-05-20 2021-01-22
1. AUTOZONE INC   2018-10-19 2021-01-22
121. BANK OF AMERICA CORP   2018-08-08 2021-01-22
4. BLACKROCK INC   2021-01-04 2021-01-22
29. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2021-01-22
41. BRISTOL MYERS SQUIBB CO   2018-09-20 2021-01-22
8. BROADCOM INC   2019-02-12 2021-01-22
23. CDW CORP/DE   2019-12-10 2021-01-22
17. CHARTER COMMUNICATIONS INC-A   2020-02-19 2021-01-22
7. CINTAS CORP   2019-05-13 2021-01-22
9. CLOROX CO   2020-04-21 2021-01-22
115. COMCAST CORPORATION CL A   2011-10-28 2021-01-22
10. COSTCO WHSL CORP NEW COM   2018-08-08 2021-01-22
15. D R HORTON INC   2020-08-21 2021-01-22
5. DEERE & CO   2021-01-14 2021-01-22
9. DOLLAR GENERAL CORP   2018-11-20 2021-01-22
23. EDWARDS LIFESCIENCES CORP   2019-09-10 2021-01-22
15. FMC CORPORATION NEW   2019-11-07 2021-01-22
15. META PLATFORMS INC   2016-03-03 2021-01-22
11. FORTINET INC   2020-05-20 2021-01-22
12. HOME DEPOT INC COM   2012-01-11 2021-01-22
86. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-01-22
22. J P MORGAN CHASE & CO COM   2003-09-02 2021-01-22
30. J P MORGAN CHASE & CO COM   2021-01-04 2021-01-22
11. JOHNSON & JOHNSON COM   2020-06-29 2021-01-22
12. KANSAS CITY SOUTHERN   2020-03-25 2021-01-22
12. L3 HARRIS TECHNOLOGIES INC   2019-08-23 2021-01-22
9. LAM RESEARCH CORP   2020-01-22 2021-01-22
18. LILLY ELI & CO   2018-07-17 2021-01-22
5. LOCKHEED MARTIN CORP   2019-07-01 2021-01-22
42. MERCK & CO INC   2019-10-17 2021-01-22
71. MICROSOFT CORP   2018-07-17 2021-01-22
32. MONDELEZ INTERNATIONAL   2020-02-19 2021-01-22
53. MORGAN STANLEY   2021-01-04 2021-01-22
14. MOTOROLA SOLUTIONS INC   2019-10-10 2021-01-22
4. NETFLIX.COM INC   2020-05-20 2021-01-22
10. PAYPAL HOLDINGS INC-W/I   2020-05-20 2021-01-22
33. PROCTER & GAMBLE CO   2018-11-02 2021-01-22
12. QUALCOMM   2020-12-14 2021-01-22
44. QUANTA SVCS INC   2020-12-14 2021-01-22
11. S&P GLOBAL INC   2016-05-26 2021-01-22
8. STRYKER CORP   2019-08-23 2021-01-22
19. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2021-01-22
15. TARGET CORP   2019-08-23 2021-01-22
5. TELEDYNE TECHNOLOGIES INC   2019-11-19 2021-01-22
7. THERMO ELECTRON CORP COM   2020-09-16 2021-01-22
67. TOTAL FINA S A   2016-05-13 2021-01-22
24. TRANSUNION   2019-10-10 2021-01-22
52. TRUIST FINANCIAL CORP   2016-06-29 2021-01-22
7. UNITEDHEALTH GROUP INC COM   2016-10-28 2021-01-22
12. VISA INC CLASS A SHARES   2013-02-11 2021-01-22
21. WEC ENERGY GROUP INC   2009-07-30 2021-01-22
11. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-19 2021-01-22
101. AMERISOURCEBERGEN CORP   2020-05-01 2021-02-11
127. EDWARDS LIFESCIENCES CORP   2019-09-10 2021-02-11
40. AIR PRODUCTS & CHEMICALS INC   2019-08-23 2021-02-26
96. AKAMAI TECHNOLOGIES   2020-06-29 2021-02-26
7. CHARTER COMMUNICATIONS INC-A   2020-02-19 2021-02-26
9. CHARTER COMMUNICATIONS INC-A   2020-03-25 2021-02-26
130. FMC CORPORATION NEW   2019-11-07 2021-02-26
65. L3 HARRIS TECHNOLOGIES INC   2019-08-23 2021-02-26
25. LOCKHEED MARTIN CORP   2019-07-01 2021-02-26
180. MONDELEZ INTERNATIONAL   2020-02-19 2021-02-26
107. TOTAL FINA S A   2020-03-25 2021-02-26
119. TOTAL FINA S A   2020-12-03 2021-02-26
183. TOTAL FINA S A   2016-05-13 2021-02-26
140. TRANSUNION   2019-10-10 2021-03-11
583.162 ALLSPRING CORE BOND FUND   2020-12-14 2021-03-23
12124.625 ALLSPRING CORE BOND FUND   2011-12-22 2021-03-23
37. AMERICAN TOWER CORP-CL A - REIT   2020-05-04 2021-03-25
19. HOME DEPOT INC COM   2012-01-11 2021-03-25
33. J P MORGAN CHASE & CO COM   2003-09-02 2021-03-25
18. LILLY ELI & CO   2018-07-17 2021-03-25
23. MOTOROLA SOLUTIONS INC   2019-10-10 2021-03-25
51. DOLLAR GENERAL CORP   2018-11-20 2021-04-15
14. ABBVIE INC   2020-02-19 2021-04-20
12. ACTIVISION BLIZZARD INC   2020-05-12 2021-04-20
8. ALLSTATE CORP   2019-10-10 2021-04-20
1. AMAZON.COM INC   2018-02-09 2021-04-20
5. AMERICAN WATER WORKS CO INC   2016-02-18 2021-04-20
4. AMGEN INC   2014-01-09 2021-04-20
58. APPLE INC   2020-04-21 2021-04-20
1. AUTOZONE INC   2018-10-19 2021-04-20
6. AVERY DENNISON CORPORATION   2021-02-26 2021-04-20
62. BANK OF AMERICA CORP   2018-08-08 2021-04-20
2. BLACKROCK INC   2021-01-04 2021-04-20
15. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2021-04-20
21. BRISTOL MYERS SQUIBB CO   2018-09-20 2021-04-20
4. BROADCOM INC   2019-02-12 2021-04-20
12. CDW CORP/DE   2019-08-23 2021-04-20
4. CINTAS CORP   2019-05-13 2021-04-20
1. CLOROX CO   2020-04-21 2021-04-20
4. CLOROX CO   2020-04-08 2021-04-20
20. COMCAST CORPORATION CL A   2011-10-28 2021-04-20
5. COSTCO WHSL CORP NEW COM   2018-08-08 2021-04-20
11. CROWN HOLDINGS INC   2021-02-26 2021-04-20
13. D R HORTON INC   2020-08-21 2021-04-20
3. DEERE & CO   2021-01-14 2021-04-20
8. DOVER CORP COM   2021-02-26 2021-04-20
11. EMERSON ELEC CO COM   2021-02-26 2021-04-20
39. EXXON MOBIL CORP   2021-02-26 2021-04-20
7. FORTINET INC   2020-05-20 2021-04-20
22. GENERAL MOTORS CO   2021-01-22 2021-04-20
3. GOLDMAN SACHS GROUP INC COM   2021-03-25 2021-04-20
6. HOME DEPOT INC COM   2021-04-15 2021-04-20
47. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-04-20
23. J P MORGAN CHASE & CO COM   2003-09-02 2021-04-20
71. JOHNSON & JOHNSON COM   2020-06-29 2021-04-20
6. KANSAS CITY SOUTHERN   2020-03-25 2021-04-20
4. LAM RESEARCH CORP   2020-01-22 2021-04-20
7. LILLY ELI & CO   2018-07-17 2021-04-20
19. MERCK & CO INC   2019-10-17 2021-04-20
37. MICROSOFT CORP   2018-07-17 2021-04-20
28. MORGAN STANLEY   2021-01-04 2021-04-20
5. MOTOROLA SOLUTIONS INC   2019-10-10 2021-04-20
2. NETFLIX.COM INC   2020-05-20 2021-04-20
3. PARKER HANNIFIN CORP   2021-03-11 2021-04-20
6. PAYPAL HOLDINGS INC-W/I   2021-02-26 2021-04-20
8. POLARIS INDS INC   2021-04-15 2021-04-20
16. PROCTER & GAMBLE CO   2018-11-02 2021-04-20
7. QUALCOMM   2020-12-14 2021-04-20
24. QUANTA SVCS INC   2020-12-14 2021-04-20
6. S&P GLOBAL INC   2016-05-26 2021-04-20
4. STRYKER CORP   2019-08-23 2021-04-20
10. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2021-04-20
8. TARGET CORP   2019-08-23 2021-04-20
2. TELEDYNE TECHNOLOGIES INC   2019-11-19 2021-04-20
4. THERMO ELECTRON CORP COM   2020-09-16 2021-04-20
27. TRUIST FINANCIAL CORP   2016-06-29 2021-04-20
4. UNITEDHEALTH GROUP INC COM   2016-10-28 2021-04-20
7. VISA INC CLASS A SHARES   2013-02-11 2021-04-20
11. WEC ENERGY GROUP INC   2009-07-30 2021-04-20
6. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2021-04-20
14. BUNGE LIMITED   2021-02-26 2021-04-20
151. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2021-05-28
100. EXXON MOBIL CORP   2021-02-26 2021-05-28
10. LAM RESEARCH CORP   2020-01-22 2021-05-28
66. QUALCOMM   2020-12-14 2021-05-28
13. THERMO ELECTRON CORP COM   2020-08-12 2021-05-28
.3 ORGANON & CO-W/I   2019-10-17 2021-06-11
12.5 ORGANON & CO-W/I   2020-09-29 2021-06-14
6.5 ORGANON & CO-W/I   2019-10-17 2021-06-14
46. CLOROX CO   2020-04-08 2021-06-22
63. PROCTER & GAMBLE CO   2018-11-02 2021-06-22
27. THERMO ELECTRON CORP COM   2020-08-12 2021-06-22
12. ABBVIE INC   2020-02-19 2021-08-03
10. ACTIVISION BLIZZARD INC   2020-05-12 2021-08-03
7. ALLSTATE CORP   2019-10-10 2021-08-03
2. ALPHABET INC/CA-CL A   2013-09-25 2021-08-03
1. AMAZON.COM INC   2018-02-09 2021-08-03
4. AMERICAN WATER WORKS CO INC   2016-02-18 2021-08-03
4. AMGEN INC   2014-01-09 2021-08-03
49. APPLE INC   2009-07-30 2021-08-03
1. AUTOZONE INC   2018-10-19 2021-08-03
7. AVANTOR INC   2021-02-11 2021-08-03
5. AVERY DENNISON CORPORATION   2021-02-26 2021-08-03
52. BANK OF AMERICA CORP   2019-02-06 2021-08-03
15. BERRY GLOBAL GROUP INC   2021-06-22 2021-08-03
2. BLACKROCK INC   2021-01-04 2021-08-03
218. BRISTOL MYERS SQUIBB CO   2018-09-20 2021-08-03
4. BROADCOM INC   2019-02-12 2021-08-03
11. CDW CORP/DE   2019-08-23 2021-08-03
5. CATERPILLAR INC   2021-05-28 2021-08-03
3. CINTAS CORP   2019-05-13 2021-08-03
16. COMCAST CORPORATION CL A   2011-10-28 2021-08-03
4. COSTCO WHSL CORP NEW COM   2018-08-08 2021-08-03
9. CROWN HOLDINGS INC   2021-02-26 2021-08-03
11. D R HORTON INC   2020-08-21 2021-08-03
3. DEERE & CO   2021-01-14 2021-08-03
15. DENTSPLY SIRONA INC   2021-04-20 2021-08-03
7. DOVER CORP COM   2021-02-26 2021-08-03
11. EMERSON ELEC CO COM   2021-02-26 2021-08-03
27. EXXON MOBIL CORP   2021-02-26 2021-08-03
3. META PLATFORMS INC   2016-03-03 2021-08-03
4. FORTINET INC   2020-05-20 2021-08-03
18. GENERAL MOTORS CO   2021-01-22 2021-08-03
3. GOLDMAN SACHS GROUP INC COM   2021-03-25 2021-08-03
4. HOME DEPOT INC COM   2021-04-15 2021-08-03
39. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-08-03
21. J P MORGAN CHASE & CO COM   2003-09-02 2021-08-03
5. KANSAS CITY SOUTHERN   2020-03-25 2021-08-03
3. LAM RESEARCH CORP   2020-01-22 2021-08-03
6. LILLY ELI & CO   2018-07-17 2021-08-03
16. MERCK & CO INC   2019-10-17 2021-08-03
31. MICROSOFT CORP   2018-07-17 2021-08-03
24. MORGAN STANLEY   2021-01-04 2021-08-03
5. MOTOROLA SOLUTIONS INC   2019-10-10 2021-08-03
1. NETFLIX.COM INC   2020-05-20 2021-08-03
3. PARKER HANNIFIN CORP   2021-03-11 2021-08-03
6. PAYPAL HOLDINGS INC-W/I   2021-02-26 2021-08-03
14. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2021-08-03
10. POLARIS INDS INC   2021-04-15 2021-08-03
8. PROCTER & GAMBLE CO   2018-11-02 2021-08-03
19. QUANTA SVCS INC   2020-09-16 2021-08-03
4. S&P GLOBAL INC   2016-05-26 2021-08-03
31. SCHLUMBERGER LTD COM   2021-05-28 2021-08-03
8. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2021-08-03
7. TARGET CORP   2019-08-23 2021-08-03
2. TELEDYNE TECHNOLOGIES INC   2019-11-19 2021-08-03
22. TRUIST FINANCIAL CORP   2016-06-29 2021-08-03
8. VISA INC CLASS A SHARES   2021-05-28 2021-08-03
9. WEC ENERGY GROUP INC   2009-07-30 2021-08-03
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2021-08-03
12. BUNGE LIMITED   2021-02-26 2021-08-03
204. GENERAL MOTORS CO   2021-01-22 2021-08-30
58. KANSAS CITY SOUTHERN   2020-03-25 2021-09-13
42. AMGEN INC   2014-01-09 2021-10-22
106. ACTIVISION BLIZZARD INC   2020-05-12 2021-11-09
1. AMAZON.COM INC   2021-08-30 2021-11-09
140. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-11-09
72. ALLSTATE CORP   2019-10-10 2021-11-23
15. FORTINET INC   2020-05-20 2021-11-23
19. J P MORGAN CHASE & CO COM   2003-09-02 2021-11-23
11. MICROSOFT CORP   2018-11-20 2021-11-23
22. MORGAN STANLEY   2020-01-29 2021-11-23
10. MORGAN STANLEY   2021-01-04 2021-11-23
62. PAYPAL HOLDINGS INC-W/I   2020-05-20 2021-11-23
7. S&P GLOBAL INC   2016-05-26 2021-11-23
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,102   3,856 246
b 11,530   10,289 1,241
c 13,485   7,197 6,288
d 50,000   49,659 341
e 3,092   2,618 474
1,973   1,575 398
1,988   1,577 411
1,862   1,907 -45
1,655   1,610 45
7,588   1,761 5,827
9,910   4,261 5,649
1,342   1,415 -73
1,598   661 937
1,693   1,368 325
5,309   2,464 2,845
14,822   8,598 6,224
1,236   728 508
3,813   3,842 -29
2,935   2,823 112
2,753   1,323 1,430
2,646   2,503 143
3,713   2,232 1,481
3,123   3,117 6
10,962   9,151 1,811
2,286   1,516 770
1,795   1,727 68
5,564   1,369 4,195
3,607   2,232 1,375
1,147   1,141 6
1,515   1,519 -4
1,865   949 916
1,976   1,657 319
1,709   1,468 241
4,155   1,640 2,515
1,663   1,600 63
3,365   522 2,843
2,104   2,032 72
2,944   761 2,183
4,015   3,764 251
1,795   1,525 270
2,597   1,581 1,016
2,197   2,562 -365
5,140   2,828 2,312
3,667   1,616 2,051
1,694   1,826 -132
3,405   3,540 -135
16,307   9,243 7,064
1,792   1,906 -114
3,887   3,623 264
2,393   2,375 18
2,298   1,786 512
2,517   1,504 1,013
4,314   3,031 1,283
1,954   1,730 224
3,406   3,100 306
3,499   1,216 2,283
1,935   1,754 181
2,483   1,982 501
2,870   1,584 1,286
1,941   1,749 192
3,595   3,038 557
2,947   3,234 -287
2,199   1,913 286
2,650   1,594 1,056
2,470   982 1,488
2,459   472 1,987
1,827   457 1,370
2,800   2,153 647
10,652   8,633 2,019
11,081   9,152 1,929
10,381   9,014 1,367
9,154   10,026 -872
4,357   3,768 589
5,602   3,944 1,658
13,265   12,719 546
11,966   13,792 -1,826
8,373   9,129 -756
9,643   10,721 -1,078
4,998   3,882 1,116
5,558   5,285 273
8,548   8,832 -284
12,254   11,159 1,095
7,599   7,838 -239
157,984   155,231 2,753
8,430   8,721 -291
5,602   827 4,775
4,960   1,142 3,818
3,277   1,616 1,661
4,162   3,902 260
11,035   5,376 5,659
1,517   1,309 208
1,143   900 243
987   859 128
3,326   1,332 1,994
810   331 479
1,034   469 565
7,713   4,151 3,562
1,515   728 787
1,184   1,074 110
2,354   1,926 428
1,606   1,411 195
1,263   679 584
1,390   1,282 108
1,829   1,116 713
2,169   1,404 765
1,362   866 496
194   192 2
777   727 50
1,076   238 838
1,864   1,116 748
1,189   1,068 121
1,208   989 219
1,113   911 202
1,157   991 166
994   964 30
2,138   2,140 -2
1,417   1,018 399
1,222   1,213 9
1,000   972 28
1,938   1,934 4
1,407   1,111 296
3,443   796 2,647
11,842   9,844 1,998
1,779   791 988
2,441   1,257 1,184
1,343   629 714
1,500   1,602 -102
9,519   3,937 5,582
2,169   1,914 255
928   848 80
1,093   893 200
930   925 5
1,584   1,556 28
1,135   1,148 -13
2,206   1,434 772
932   1,009 -77
2,220   1,691 529
2,268   663 1,605
1,033   877 156
1,149   1,043 106
1,660   845 815
849   700 149
1,950   1,736 214
1,507   828 679
1,577   561 1,016
1,559   275 1,284
1,096   239 857
1,723   1,102 621
1,142   1,073 69
12,897   6,835 6,062
5,821   5,486 335
6,528   3,142 3,386
8,905   9,516 -611
6,149   5,575 574
9   12 -3
379   489 -110
197   258 -61
8,028   8,356 -328
8,404   5,647 2,757
13,153   11,263 1,890
1,383   1,122 261
791   750 41
912   751 161
5,400   881 4,519
3,338   1,332 2,006
703   265 438
974   469 505
7,188   1,640 5,548
1,659   728 931
264   214 50
1,070   895 175
1,993   1,492 501
974   972 2
1,748   1,411 337
15,005   13,262 1,743
1,944   1,116 828
2,032   1,268 764
1,038   1,200 -162
1,172   650 522
928   190 738
1,744   893 851
895   874 21
1,065   837 228
1,090   911 179
980   981 -1
1,187   867 320
1,110   964 146
1,571   1,481 90
1,056   328 728
1,167   582 585
1,040   993 47
1,138   972 166
1,331   1,289 42
1,397   922 475
3,202   727 2,475
1,342   659 683
1,937   943 994
1,548   539 1,009
1,224   1,285 -61
8,884   3,171 5,713
2,319   1,641 678
1,122   848 274
510   447 63
923   925 -2
1,637   1,556 81
1,410   1,404 6
1,331   1,435 -104
1,151   717 434
1,720   1,178 542
1,728   442 1,286
888   974 -86
945   834 111
1,839   739 1,100
907   700 207
1,205   674 531
1,887   1,834 53
866   196 670
1,586   857 729
926   920 6
10,037   11,251 -1,214
16,296   7,643 8,653
8,783   4,927 3,856
7,061   7,949 -888
3,588   3,434 154
5,020   3,308 1,712
8,209   7,727 482
4,823   2,182 2,641
3,168   657 2,511
3,677   1,122 2,555
2,226   1,193 1,033
1,012   684 328
11,555   9,327 2,228
3,174   774 2,400
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
      51,871
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       246
b       1,241
c       6,288
d       341
e       474
      398
      411
      -45
      45
      5,827
      5,649
      -73
      937
      325
      2,845
      6,224
      508
      -29
      112
      1,430
      143
      1,481
      6
      1,811
      770
      68
      4,195
      1,375
      6
      -4
      916
      319
      241
      2,515
      63
      2,843
      72
      2,183
      251
      270
      1,016
      -365
      2,312
      2,051
      -132
      -135
      7,064
      -114
      264
      18
      512
      1,013
      1,283
      224
      306
      2,283
      181
      501
      1,286
      192
      557
      -287
      286
      1,056
      1,488
      1,987
      1,370
      647
      2,019
      1,929
      1,367
      -872
      589
      1,658
      546
      -1,826
      -756
      -1,078
      1,116
      273
      -284
      1,095
      -239
      2,753
      -291
      4,775
      3,818
      1,661
      260
      5,659
      208
      243
      128
      1,994
      479
      565
      3,562
      787
      110
      428
      195
      584
      108
      713
      765
      496
      2
      50
      838
      748
      121
      219
      202
      166
      30
      -2
      399
      9
      28
      4
      296
      2,647
      1,998
      988
      1,184
      714
      -102
      5,582
      255
      80
      200
      5
      28
      -13
      772
      -77
      529
      1,605
      156
      106
      815
      149
      214
      679
      1,016
      1,284
      857
      621
      69
      6,062
      335
      3,386
      -611
      574
      -3
      -110
      -61
      -328
      2,757
      1,890
      261
      41
      161
      4,519
      2,006
      438
      505
      5,548
      931
      50
      175
      501
      2
      337
      1,743
      828
      764
      -162
      522
      738
      851
      21
      228
      179
      -1
      320
      146
      90
      728
      585
      47
      166
      42
      475
      2,475
      683
      994
      1,009
      -61
      5,713
      678
      274
      63
      -2
      81
      6
      -104
      434
      542
      1,286
      -86
      111
      1,100
      207
      531
      53
      670
      729
      6
      -1,214
      8,653
      3,856
      -888
      154
      1,712
      482
      2,641
      2,511
      2,555
      1,033
      328
      2,228
      2,400
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 273,953
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 4,165
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 4,165
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,204
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,248
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,083
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,083 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 ofbulletPNC BANK NA Telephone no.bullet (412) 995-1769

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    BARBARA WESTELL OFFICER
    2
    9,398    
    1765 PATRICK PLACE
    SOUTH PARK,PA15129
    CAROL CINOWALT OFFICER
    2
    9,398    
    1434 NANCY AVE
    ESPYVILLE,PA16424
    DEBRA ALEXANDER OFFICER
    2
    9,398    
    210 SHERRY TRAIL
    WEATHERFORD,TX76086
    PAUL RINGLOFF OFFICER
    2
    9,398    
    266 CONSTITUTION DRIVE
    PITTSBURGH,PA15236
    SUZAN ZMUDA OFFICER
    2
    10,598    
    149 LINNVIEW AVE
    PITTSBURGH,PA15210
    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
    4,765,054
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,765,054
    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
    4,765,054
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    71,476
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,693,578
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    234,679
    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
    234,679
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,165
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,165
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    230,514
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    230,514
    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
    230,514
    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 7 230,514
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 180,766
    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$ 213,257
    a Applied to 2020, but not more than line 2a 180,766
    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..... 32,491
    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 ..........
    198,023
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    KNIGHTS OF COLUMBUS
    1030 JANCEY STREET
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 2,000
    TREE OF LIFE OPEN BIBLE CHURCH
    1036 BROOKLINE BLVD
    PITTSBURGH,PA15226
    NONE PC GENERAL SUPPORT 1,000
    LIGHT OF LIFE RESCUE MISSION
    913 WESTERN AVENUE
    PITTSBURGH,PA15233
    NONE PC GENERAL SUPPORT 7,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    NONE PC GENERAL SUPPORT 1,000
    GREATER PITTSBURGH COMMUNITY
    FOOD BANK
    1 N LINDEN STREET
    DUQUESNE,PA15110
    NONE PC GENERAL SUPPORT 3,000
    PB&J SPREADING LOVE FUND
    13100 FILLY LANE
    TRUCKEE,CA96161
    NONE PC GENERAL SUPPORT 7,000
    SAINT JUDE CHILDRENS RESEARCH
    105 BRAUNLICH DR 420
    PITTSBURGH,PA15237
    NONE PC GENERAL SUPPORT 4,000
    COMPASSION THAT COMPELS
    3433 HWY 190 PMB 234
    MANDEVILLE,LA70471
    NONE PC GENERAL SUPPORT 2,500
    WEATHERFORD LITTLE LEAGUE
    ASSOCIATION
    1011 CHARLES STREET
    WEATHERFORD,TX76086
    NONE PC GENERAL SUPPORT 3,000
    YOUNG ADULT SURVIVORS UNITED
    PO BOX 65
    ALLISON PARK,PA15101
    NONE PC GENERAL SUPPORT 2,300
    VANPORT VOLUNTEER FIRE DEPT
    435 JEFFESON STREET
    VANPORT,PA15009
    NONE PC GENERAL SUPPORT 4,000
    NATIONAL AVIARY
    700 ARCH ST
    PITTSBURGH,PA15212
    NONE PC GENERAL SUPPORT 3,000
    CARLOW UNIVERSITY
    3333 FIFTH AVENUE
    PITTSBURGH,PA15213
    NONE PC SCHOLARSHIPS 8,356
    JDRF INTERNATIONAL
    200 VESEY STREET
    NEW YORK,NY10281
    NONE PC GENERAL SUPPORT 4,000
    WEST SALEM VOLUNTEER FIRE DEPARTMENT
    625 VERNON ROAD
    GREENVILLE,PA16125
    NONE PC GENERAL SUPPORT 1,000
    SOUTH SIDE MARKET HOUSE
    1 BEDFORD SQUARE
    PITTSBURGH,PA15203
    NONE PC GENERAL SUPPORT 2,500
    PITTSBURGH ZOO
    1 WILD PLACE
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 7,000
    PYMATUNING COMMUNITY HALL
    2277 HAZEL AVENUE
    ESPYVILLE,PA16424
    NONE PC GENERAL SUPPORT 3,000
    MARIO LEMIEUX FOUNDATION
    TWO CHATHAM CENTER STE 1661
    PITTSBURGH,PA15219
    NONE PC GENERAL SUPPORT 1,000
    WEATHERFORD COLLEGE
    225 COLLEGE PARK DR
    WEATHERFORD,TX76086
    NONE PC SCHOLARSHIPS 18,500
    CAREITY FOUNDATION
    920 SANTE FA
    WEATHERFORD,TX76086
    NONE PC GENERAL SUPPORT 5,000
    AMERICAN LUNG ASSOCIATION
    55 W WACKER DRIVE
    CHICAGO,IL60601
    NONE PC GENERAL SUPPORT 1,000
    CENTER OF HOPE
    1318 CLEAR LAKE ROAD
    WEATHERFORD,TX76086
    NONE PC GENERAL SUPPORT 10,000
    PYMATUNING LAKE ASSOCIATION
    PO BOX 78
    WESTFORD,PA16134
    NONE PC GENERAL SUPPORT 4,000
    PENN STATE UNIVERISTY
    201 OLD MAIN
    UNIVERSITY PARK,PA16802
    NONE PF SCHOLARSHIP 8,240
    BEAVER COUNTY HUMANE SOCIETY
    3394 BRODHEAD ROAD
    CENTER TOWNSHIP,PA15001
    NONE PC GENERAL SUPPORT 3,000
    CRICAAT
    1611 EAST CARSON ST
    PITTSBURGH,PA15203
    NONE PC GENERAL SUPPORT 4,000
    PLEASANT HILLS VOLUNTEER FIRE COMPANY
    72 CLARITON BLVD
    PITTSBURGH,PA15236
    NONE PC GENERAL SUPPORT 5,000
    CLOVERLEAF AREA ECUMENICAL FOOD BANK
    1 GROVE PLACE
    PITTSBURGH,PA15236
    NONE PC GENERAL SUPPORT 11,200
    SURGICORPS INTERNATIONAL
    3392 SAXONBURG BLVD
    GLENSHAW,PA15116
    NONE PC GENERAL SUPPORT 1,000
    CHILDRENS HOSPITAL OF PITTSBURGH
    FOUNDATION
    4401 PENN AVENUE CENTRAL PLANT
    PITTSBURGH,PA15224
    NONE PC GENERAL SUPPORT 10,000
    CORNELL YOUTH ATHLETIC ASSOC
    1516 EDGEWOOD AVENUE
    CORAOPOLIS,PA15108
    NONE PC GENERAL SUPPORT 5,000
    SALVATION ARMY
    700 NORTH BELL AVENUE
    CARNEGIE,PA15106
    NONE PC GENERAL SUPPORT 5,000
    SHRINERS HOSPITALS FOR CHILDREN
    PO BOX 31356
    TAMPA,FL33631
    NONE PC GENERAL SUPPORT 2,000
    RONALD MCDONALD HOUSE CHARITIES
    ONE KROC DRIVE
    OAK BROOK,IL60523
    NONE PC GENERAL SUPPORT 4,000
    SOUTH PARK MEALS ON WHEELS
    6810 HILLDALE DRIVE
    PITTSBURGH,PA15236
    NONE PC GENERAL SUPPORT 2,000
    PAART
    15 ALLEGHENY COUNTY AIRPORT
    WEST MIFFLIN,PA15122
    NONE PC GENERAL SUPPORT 5,000
    BALDWIN-WHITEHALL EDUCATIONAL
    FOUNDATION
    4900 CURRY ROAD
    PITTSBURGH,PA15236
    NONE PC GENERAL SUPPORT 3,975
    FORT WORTH ZOOLOGICAL ASSOCIATION
    1989 COLONIAL PAKRWAY
    FORT WORTH,TX76110
    NONE PC GENERAL SUPPORT 5,000
    GARY SINISE CHARITABLE FOUNDATION
    2049 CENTURY PARK E STE 3800
    LOS ANGELES,CA90067
    NONE PC GENERAL SUPPORT 3,000
    CLUB HOPE FOUNDATION INC
    113 COLLINS ROAD
    ELLWOOD CITY,PA16117
    NONE PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 185,571
    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 ............
        18 273,953  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 5,893  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   370,844  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    370,844
    (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 InvestmentsCorpBondsSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Name of Bond End of Year Book Value End of Year Fair Market Value
    78012KKU0 ROYAL BANK OF CANADA    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9158106 AIR PRODUCTS & CHEMICA    
    20002101 ALLSTATE CORP    
    23135106 AMAZON COM INC    
    30420103 AMERICAN WATER WORKS    
    31162100 AMGEN INC    
    37833100 APPLE INC    
    53332102 AUTOZONE INC    
    60505104 BANK OF AMERICA CORP    
    99502106 BOOZ ALLEN HAMILTON H    
    110122108 BRISTOL MYERS SQUIBB    
    172908105 CINTAS CORP 7,797 15,954
    189054109 CLOROX CO    
    256677105 DOLLAR GENERAL CORP    
    302491303 FMC CORPORATION NEW    
    437076102 HOME DEPOT INC 9,548 29,051
    460690100 INTERPUBLIC GROUP CO 6,947 11,010
    478160104 JOHNSON & JOHNSON    
    485170302 KANSAS CITY SOUTHERN    
    502431109 L3 HARRIS TECHNOLOGI    
    512807108 LAM RESEARCH CORP 9,287 24,451
    532457108 LILLY ELI & CO 6,285 19,335
    539830109 LOCKHEED MARTIN CORP    
    594918104 MICROSOFT CORP 11,462 110,986
    609207105 MONDELEZ INTERNATION    
    617446448 MORGAN STANLEY 12,529 22,675
    620076307 MOTOROLA SOLUTIONS I 9,510 15,759
    666807102 NORTHROP GRUMMAN COR    
    742718109 PROCTER & GAMBLE CO 8,605 15,704
    747525103 QUALCOMM    
    863667101 STRYKER CORP 12,347 14,173
    874039100 TAIWAN SEMICONDUCTOR 9,492 10,948
    879360105 TELEDYNE TECHNOLOGIE 8,397 10,485
    883556102 THERMO FISHER SCIENT    
    74762E102 QUANTA SVCS INC 11,473 24,996
    03073E105 AMERISOURCEBERGEN CO    
    87612E106 TARGET CORP 7,919 17,358
    28176E108 EDWARDS LIFESCIENCES    
    34959E109 FORTINET INC 5,965 14,735
    89151E109 TOTAL S E    
    00287Y109 ABBVIE INC 15,676 23,018
    00507V109 ACTIVISION BLIZZARD    
    00971T101 AKAMAI TECHNOLOGIES    
    02079K305 ALPHABET INC/CA-CL A 6,043 63,735
    03027X100 AMERICAN TOWER CORP    
    09247X101 BLACKROCK INC 12,023 18,311
    11135F101 BROADCOM INC 10,881 25,951
    12514G108 CDW CORP/DE 12,807 22,935
    16119P108 CHARTER COMMUNICATIO    
    20030N101 COMCAST CORPORATION 7,219 13,740
    22160K105 COSTCO WHOLESALE COR 10,493 26,682
    22822V101 CROWN CASTLE INTL CO    
    23331A109 D R HORTON INC 9,054 12,906
    30303M102 META PLATFORMS INC 16,583 35,653
    46625H100 JPMORGAN CHASE & CO 7,370 33,729
    58933Y105 MERCK & CO INC 17,795 17,091
    64110L106 NETFLIX INC 8,930 12,049
    70450Y103 PAYPAL HOLDINGS INC-    
    78409V104 S&P GLOBAL INC 5,197 22,181
    89400J107 TRANSUNION    
    89832Q109 TRUIST FINANCIAL COR 7,601 14,520
    91324P102 UNITEDHEALTH GROUP I 18,321 34,146
    92826C839 VISA INC CLASS A SHA 6,951 18,420
    92939U106 WEC ENERGY GROUP INC 2,197 9,804
    G1151C101 ACCENTURE PLC CLASS 8,917 21,557
    002824100 ABBOTT LABORATORIES 18,841 21,111
    023135106 AMAZON COM INC 23,410 53,349
    030420103 AMERICAN WATER WORKS 3,175 9,065
    037833100 APPLE INC 3,149 95,355
    053332102 AUTOZONE INC 4,370 12,578
    05352A100 AVANTOR INC 10,524 14,538
    053611109 AVERY DENNISON CORP 10,200 12,344
    060505104 BANK OF AMERICA CORP 16,414 25,448
    08579W103 BERRY GLOBAL GROUP I 10,885 12,395
    09260D107 BLACKSTONE INC 17,248 15,397
    149123101 CATERPILLAR INC 11,038 9,510
    228368106 CROWN HOLDINGS INC 10,004 11,394
    244199105 DEERE & CO 10,025 11,315
    24906P109 DENTSPLY SIRONA INC 11,058 9,429
    260003108 DOVER CORP 10,281 15,073
    291011104 EMERSON ELECTRIC CO 10,252 10,877
    30231G102 EXXON MOBIL CORP 16,458 18,357
    38141G104 GOLDMAN SACHS GROUP 9,398 11,094
    57636Q104 MASTERCARD INC CL A 20,069 22,278
    701094104 PARKER HANNIFIN CORP 10,483 10,816
    718172109 PHILIP MORRIS INTERN 16,051 15,200
    731068102 POLARIS INC 14,054 11,980
    806857108 SCHLUMBERGER LTD SED 10,938 10,423
    907818108 UNION PACIFIC CORP 16,092 19,651
    G16962105 BUNGE LIMITED 10,198 12,417

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    57071854 BAIRD AGGREGATE BOND      
    256210105 DODGE & COX INCOME F AT COST 387,787 397,243
    258620798 DOUBLELINE FLEXIBLE      
    317609295 SEAFARER OVERSEAS GR AT COST 65,861 80,328
    461418444 WCM FOCUSED INTL GRO AT COST 88,110 146,231
    464287457 ISHARES 1 TO 3 YEAR AT COST 52,014 51,324
    464287465 ISHARES MSCI EAFE ET AT COST 65,532 102,284
    464287598 ISHARES RUSSELL 1000 AT COST 234,609 335,860
    464287614 ISHARES RUSSELL 1000 AT COST 183,308 371,292
    464287630 ISHARES RUSSELL 2000 AT COST 47,890 66,420
    464288273 ISHARES MSCI EAFE SM AT COST 29,419 36,545
    552746364 MFS EMERGING MKTS DE AT COST 98,983 96,620
    557492485 MADISON MID CAP FUND AT COST 113,190 143,976
    779562107 T ROWE PRICE NEW HOR      
    921908877 VANGUARD REAL ESTATE AT COST 73,947 109,183
    921937603 VANGUARD TOTAL BD MK AT COST 176,666 180,469
    921939203 VANGUARD INTERNATION AT COST 76,847 108,389
    00170K869 AMG GW&K SC CORE-I AT COST 29,849 48,104
    56167N712 NUANCE MID CAP VALUE AT COST 117,446 121,807
    72201F490 PIMCO INCOME FUND CL AT COST 98,537 99,232
    74256W584 PRINCIPAL MIDCAP FUN AT COST 118,392 167,637
    89154Q562 TOUCHSTONE SANDS EM AT COST 40,000 59,144
    94987W794 WELLS FARGO CORE BON      
    97717X669 WISDOMTREE U.S. QUAL AT COST 98,048 127,768
    057071854 BAIRD AGGREGATE BOND AT COST 414,715 429,082
    258620533 DOUBLELINE FLEXIBLE AT COST 100,000 97,655
    779562206 T ROWE PR NEW HORIZO AT COST 16,000 54,954
    922031711 VANGUARD ULTRA-SHORT AT COST 75,007 74,635
    922031737 VANGUARD INFLATION P AT COST 100,003 99,968

    TY 2021 LegalFeesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - INCOME (ALLOCABLE 2,555     2,555


    TY 2021 OtherDecreasesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 61
    PRIOR YEAR ROC ADJUSTMENT 2,504
    2021 TRANSACTION POSTED IN 2022 1,842
    WASH SALES ADJUSTMENT 13
    ROUNDING 17


    TY 2021 OtherExpensesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 5 5   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 5,893 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Description Amount
    2020 TRANSACTION POSTED IN 2021 1,455


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 38,491 38,491    


    TY 2021 TaxesSchedule
    Name:
    HERBERT G FELDMAN CHARITABLE FOUNDATION
    EIN:
    25-1832024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 197 197   0
    FOREIGN TAXES ON QUALIFIED FOR 411 411   0
    FOREIGN TAXES ON NONQUALIFIED 95 95   0