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
WABTEC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)30 ISABELLA STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

14-1994641
B Telephone number (see instructions)

(412) 825-1000
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$11,864,423
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 15,564 15,564  
4 Dividends and interest from securities... 199,762 199,762  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 681,218
b Gross sales price for all assets on line 6a 1,700,854
7 Capital gain net income (from Part IV, line 2)... 681,218
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)....... 3,250 0  
12 Total. Add lines 1 through 11........ 899,794 896,544  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 70,626 70,626   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 152 152   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,778 70,778   0
25 Contributions, gifts, grants paid....... 539,582 539,582
26 Total expenses and disbursements. Add lines 24 and 25 610,360 70,778   539,582
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 289,434
b Net investment income (if negative, enter -0-) 825,766
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.............      
2 Savings and temporary cash investments......... 4,268,757 450,577 450,577
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)      
b Investments—corporate stock (attach schedule)....... 2,856,903 Click to see attachment5,020,673 7,484,920
c Investments—corporate bonds (attach schedule)....... 2,046,461 Click to see attachment3,936,791 3,928,926
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 9,172,121 9,408,041 11,864,423
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 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........... 9,172,121 9,408,041
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)..... 9,172,121 9,408,041
30 Total liabilities and net assets/fund balances (see instructions). 9,172,121 9,408,041
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
9,172,121
2
Enter amount from Part I, line 27a .....................
2
289,434
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,461,555
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
53,514
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,408,041
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 CAPITAL GAINS DISTRIBUTIONS P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 59,211     59,211
b 1,641,643   1,019,636 622,007
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       59,211
b       622,007
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 2 681,218
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 11,478
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 11,478
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,855
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,855
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 9,377
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,377 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 ofbulletJAMES KALINOVICH Telephone no.bullet (412) 825-1000

    Located atbullet30 ISABELLA STREETPITTSBURGHPA 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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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
    RAFAEL SANTANA PRESIDENT/DIRECTOR
    1.00
    0 0 0
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    NICOLE B THEOPHILUS EXECUTIVE VICE PRESIDENT/CHRO
    1.00
    0 0 0
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    ALBERT J NEUPAVER DIRECTOR
    1.00
    0 0 0
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    LEE B FOSTER II DIRECTOR
    1.00
    0 0 0
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    WILLIAM E KASSLING DIRECTOR
    1.00
    0 0 0
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,941,375
    b
    Average of monthly cash balances.......................
    1b
    505,351
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,446,726
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,446,726
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    171,701
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,275,025
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    563,751
    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
    563,751
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,478
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,478
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    552,273
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,250
    5
    Add lines 3 and 4............................
    5
    555,523
    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
    555,523
    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 7 555,523
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 181,930
    b From 2017...... 286,096
    c From 2018...... 178,222
    d From 2019...... 272,692
    e From 2020...... 49,439
    f Total of lines 3a through e ........ 968,379
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 539,582
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 539,582
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 15,941 15,941
    (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 5 952,438
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    165,989
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    786,449
    10 Analysis of line 9:
    a Excess from 2017.... 286,096
    b Excess from 2018.... 178,222
    c Excess from 2019.... 272,692
    d Excess from 2020.... 49,439
    e Excess from 2021....  
    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 e-mail address of the person to whom applications should be addressed:
    NICOLE THEOPHILUS
    30 ISABELLA STREET
    PITTSBURGH,PA15212
    (412) 825-1000
    WABTECFOUNDATION@WABTEC.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THE BOARD OF DIRECTORS CONSIDERS ALL APPLICATIONS FOR POTENTIAL FUNDING. IN GENERAL, THE BOARD CONSIDERS REQUESTS FROM ORGANIZATIONS THAT MEET THE REQUIREMENTS FOUND IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IF THE REQUESTING ENTITY IS A NON U.S. ENTITY, THEY MUST MEET EQUIVALENCY DETERMINATION RULES AND PROVIDE THE REQUIRED DOCUMENTATION REGARDING HOW THEY MEET SUCH DEFINITION. THE APPLICATIONS SHOULD INCLUDE THE INTENDED PURPOSE AND REASONS WHY THE FOUNDATION SHOULD CONSIDER THE GRANT AND SHOULD CLEARLY STATE IF THE REQUESTING ORGANIZATION IS TAX-EXEMPT. CONSIDERATION WILL BE GIVEN TO THOSE ENTITIES WHICH CAN DEMONSTRATE SOME CONNECTION TO THE EMPLOYEES AT WABTEC.
    cAny submission deadlines:
    AT LEAST ONE WEEK PRIOR TO FOUNDATION BOARD MEETINGS (GENERALLY HELD IN FEB, MAY, JULY, OCT AND DEC)
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS FOR PERSONAL NEEDS, RELIGIOUS ORGANIZATIONS, ORGANIZATIONS THAT HAVE NOT BEEN CERTIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE UNLESS AN EQUIVALENCY DETERMINATION CAN BE PROVIDED, ECONOMIC DEVELOPMENT, CONFERENCES/SEMINARS/SYMPOSIUMS, OR TRAVEL.
    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
    ALEX'S LEMONADE STAND FOUNDATION FOR CHILDHOOD CANCER
    111 PRESIDENTIAL BLVD SUITE 203
    BALA CYNWYD,PA19004
    N/A PC GENERAL SUPPORT 250
    ALZHEIMER'S ASSOCIATION
    4 PINE WEST PLAZA SUITE 405
    ALBANY,NY12205
    N/A PC GENERAL SUPPORT 50
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303
    N/A PC GENERAL SUPPORT 125
    AMERICAN HUMANE
    1400 16TH STREET NW SUITE 360
    WASHINGTON,DC20036
    N/A PC GENERAL SUPPORT 250
    ASHA FOR EDUCATION
    PO BOX 322
    NEW YORK,NY10040
    N/A PC GENERAL SUPPORT 250
    BLESSING IN A BACKPACK
    4121 SHELBYVILLE RD
    LOUISVILLE,KY40207
    N/A PC GENERAL SUPPORT 250
    BROTHER'S BROTHER FOUNDATION
    1200 GALVESTON AVE
    PITTSBURGH,PA15233
    N/A PC GENERAL SUPPORT 25
    CAMP KESEM
    10586 W PICO BLVD 196
    LOS ANGELES,CA90064
    N/A PC GENERAL SUPPORT 250
    CENTRAIDE OF GREATER MONTREAL FOUNDATION
    493 RUE SHERBROOKE OUEST
    MONTREAL,QUEBECH3A 1B6
    CA
    N/A NC GENERAL SUPPORT 130
    CHICAGO PUBLIC MEDIA - WBEZ
    848 E GRAND AVE
    CHICAGO,IL60611
    N/A PC GENERAL SUPPORT 36
    CHILD'S VOICE SCHOOL
    180 HANSEN COURT
    WOOD DALE,IL60191
    N/A PC GENERAL SUPPORT 335
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80921
    N/A PC GENERAL SUPPORT 272
    ERIE PLAYHOUSE
    13 WEST 10TH STREET
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 25
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433
    N/A PC GENERAL SUPPORT 45
    FOOD FOR THE POOR
    6401 LYONS RD
    COCONUT,FL33073
    N/A PC GENERAL SUPPORT 51
    GIVE KIDS THE WORLD
    210 S BASS RD
    KISSIMMEE,FL34746
    N/A PC GENERAL SUPPORT 250
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632
    N/A PC GENERAL SUPPORT 25
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 N LINDEN ST
    DUQUESNE,PA15110
    N/A PC GENERAL SUPPORT 262
    HORSES FOR HEROES
    PO BOX 1882
    SANTA FE,NM87504
    N/A PC GENERAL SUPPORT 57
    INTER-CHURCH MINISTRIES OF ERIE COUNTY
    250 WEST SEVENTH STREET
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 250
    LIGHT OF LIFE
    913 WESTERN AVE
    PITTSBURGH,PA15233
    N/A PC GENERAL SUPPORT 25
    MAKE A WISH NORTH TEXAS
    16803 DALLAS PARKWAY STE 100
    ADDISON,TX75001
    N/A PC GENERAL SUPPORT 12
    MARCH OF DIMES
    1550 CRYSTAL DR SUITE 1300
    ARLINGTON,VA22202
    N/A PC GENERAL SUPPORT 61
    MARCH OF DIMES
    300 CEDAR RIDGE SUITE 311/313
    PITTSBURGH,PA15205
    N/A PC GENERAL SUPPORT 44
    MERCY HOME FOR BOYS & GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607
    N/A PC GENERAL SUPPORT 250
    SAFENET
    1702 FRENCH STREET
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 300
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    N/A PC GENERAL SUPPORT 250
    SECOND HARVEST FOOD BANK OF NW PA INC
    1507 GRIMM DRIVE
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 300
    SHRINERS HOSPITALS FOR CHILDREN
    2900 ROCKY POINT DRIVE
    TAMPA,FL33607
    N/A PC GENERAL SUPPORT 277
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 250
    TENNESSEE VALLEY RAILROAD MUSEUM
    4119 CROMWELL ROAD
    CHATTANOOGA,TN37421
    N/A PC GENERAL SUPPORT 250
    THE CHILDREN'S HUNGER PROJECT
    1855 W KING ST
    COCOA,FL32926
    N/A PC GENERAL SUPPORT 62
    THE FLAGSHIP NIAGARA LEAGUE
    150 EAST FRONT ST
    ERIE,PA16507
    N/A PC GENERAL SUPPORT 54
    THE SALVATION ARMY- KYTN
    216 W CHESTNUT ST
    LOUISVILLE,KY40202
    N/A PC GENERAL SUPPORT 250
    UNITED MINISTRIES
    606 PENDLETON ST
    GREENVILLE,SC29601
    N/A PC GENERAL SUPPORT 250
    WILLIS DADY HOMELESS SERVICES
    1247 4TH AVE SE
    CEDAR RAPIDS,IA52403
    N/A PC GENERAL SUPPORT 250
    WORLD WILDLIFE FUND INC
    1250 24TH STREET NW
    WASHINGTON,DC20037
    N/A PC GENERAL SUPPORT 27
    WQLN
    8425 PEACH ST
    ERIE,PA16509
    N/A PC GENERAL SUPPORT 182
    WTTW
    5400 N SAINT LOUIS AVENUE
    CHICAGO,IL60625
    N/A PC GENERAL SUPPORT 36
    CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
    PO BOX 53520
    PITTSBURGH,PA15253
    N/A PC GENERAL SUPPORT 5,000
    JUNIOR ACHIEVEMENT OF CENTRAL ILLINOIS
    508 HIGH POINT LANE
    PEORIA,IL61611
    N/A PC GENERAL SUPPORT 3,000
    MARCH OF DIMES
    555 HEMPHILL STREET
    FORT WORTH,TX76104
    N/A PC GENERAL SUPPORT 10,000
    MILLCREEK EDUCATION FOUNDATION
    2614 COLONIAL AVE
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 5,000
    ONE ACRE
    81 PROSPECT STREET
    BROOKLYN,NY11201
    N/A PC GENERAL SUPPORT 10,000
    PENN STATE ALTOONA
    1419 12TH AVENUE
    ALTOONA,PA16001
    N/A PC C. MARSHALL SCHOLARSHIP FUND 2,500
    UNIVERSITY OF PITTSBURGH CENTER FOR MILITARY MEDICAL RESEARCH
    BRIDGESIDE POINT II 450 TECHNOLOGY
    DR
    PITTSBURGH,PA15219
    N/A PC GENERAL SUPPORT 10,000
    Z SQUARE FOR THE CURE
    4505 JUBILEE DRIVE
    MCKINNEY,TX75070
    N/A PC GENERAL SUPPORT 5,000
    SALVATION ARMY OF NORTH TEXAS
    9216 HARRY HINES BLVD
    DALLAS,TX75235
    N/A PC GENERAL SUPPORT 10,000
    TARRANT AREA FOOD BANK
    2600 CULLEN STREET
    FORT WORTH,TX76107
    N/A PC GENERAL SUPPORT 10,000
    TARRANT COUNTY HOMELESS COALITION
    300 S BEACH STREET
    FORT WORTH,TX76105
    N/A PC GENERAL SUPPORT 10,000
    FRANKLIN & MARSHALL COLLEGE
    PO BOX 3003
    LANCASTER,PA17604
    N/A PC GENERAL SUPPORT 1,000
    WASHINGTON & JEFFERSON COLLEGE
    60 S LINCOLN
    WASHINGTON,PA15301
    N/A PC GENERAL SUPPORT 1,000
    FOUNDATION FOR CALIFORNIA UNIVERSITY OF PA
    PO BOX 668
    CALIFORNIA,PA15419
    N/A PC GENERAL SUPPORT 1,000
    FOUNDATION FOR CALIFORNIA UNIVERSITY OF PA
    PO BOX 668
    CALIFORNIA,PA15419
    N/A PC GENERAL SUPPORT 1,000
    ROWAN UNIVERSITY FOUNDATION
    201 MULLICAN HILL RD
    GLASSBORO,NJ08028
    N/A PC GENERAL SUPPORT 1,000
    NORTH CAROLINA STATE UNIVERSITY
    CAMPUS BOX 7474
    RALEIGH,NC27695
    N/A PC GENERAL SUPPORT 500
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 30
    AMERICAN HEART ASSOCIATION - DALLAS
    7272 GREENVILLE AVE
    DALLAS,TX75231
    N/A PC GENERAL SUPPORT 62
    BROTHER'S BROTHER FOUNDATION
    1200 GALVESTON AVENUE
    PITTSBURGH,PA15233
    N/A PC GENERAL SUPPORT 25
    CBCI SOCIETY FOR MEDICAL EDUCATION
    1 ASHOK PLACE NEAR GOL DAK KHANA
      NEW DELHI110 001
    IN
    N/A NC GENERAL SUPPORT 4,357
    CITY MISSION OF SCHENECTADY
    425 HAMILTON STREET
    SCHENECTADY,NY12305
    N/A PC GENERAL SUPPORT 256
    COMPASSION INTERNATIONAL
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80997
    N/A PC GENERAL SUPPORT 310
    ERIE HUMANE SOCIETY
    2407 ZIMMERLY ROAD
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 300
    FINCA
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005
    N/A PC GENERAL SUPPORT 50
    GIRLS WHO CODE
    28 W 23RD ST FL 4
    NEW YORK,NY10010
    N/A PC GENERAL SUPPORT 13
    HAPPY BARK INC
    PO BOX 9062
    ERIE,PA16505
    N/A PC GENERAL SUPPORT 25
    MARCH OF DIMES
    300 CEDAR RIDGE SUITE 311/313
    PITTSBURGH,PA15205
    N/A PC GENERAL SUPPORT 151
    MCCORD MEMORIAL LIBRARY
    32 W MAIN ST
    NORTH EAST,PA16428
    N/A PC GENERAL SUPPORT 12
    SHELTER HOUSE COMMUNITY SHELTER & TRANSITION SERVICES
    PO BOX 3146
    IOWA CITY,IA52244
    N/A PC GENERAL SUPPORT 250
    SHRINERS HOSPITALS FOR CHILDREN
    2900 ROCKY POINT DR
    TAMPA,FL33607
    N/A PC GENERAL SUPPORT 25
    ST JUDE CHILDREN'S HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 588
    TARRANT AREA FOOD BANK
    2525 CULLEN STREET
    FORT WORTH,TX76107
    N/A PC GENERAL SUPPORT 12
    UNIVERSITY OF IOWA STEAD FAMILY CHILDREN'S HOSPITAL
    ONE WEST PARK RD PO BOX 4550
    IOWA CITY,IA52244
    N/A PC GENERAL SUPPORT 250
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063
    N/A PC GENERAL SUPPORT 125
    CHILD DEVELOPMENT CENTERS INC
    3814 ASBURY ROAD
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 10,000
    JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA
    4215 STATION ROAD - LOGAN HOUSE
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 10,000
    LUMINARI INC
    PO BOX 81603
    PITTSBURGH,PA15217
    N/A PC GENERAL SUPPORT 5,000
    MIDDLE TYGER YMCA
    720 SHOALS ROAD
    DUNCAN,SC29334
    N/A PC GENERAL SUPPORT 5,000
    CARNEGIE SCIENCE CENTER
    ONE ALLEGHENY AVENUE
    PITTSBURGH,PA15212
    N/A PC GENERAL SUPPORT 15,000
    EDUCATION PARTNERSHIP
    281 CORLISS STREET
    PITTSBURGH,PA15220
    N/A PC GENERAL SUPPORT 1,000
    CBCI SOCIETY FOR MEDICAL EDUCATION
    1 ASHOK PLACE NEAR GOL DAK KHANA
      NEW DELHI110 001
    IN
    N/A NC GENERAL SUPPORT 10,000
    FCRA (NARI GUNJAN)
    NARI GUNJAN PRERANA HOSTEL LAL
    KOTHI MIDDLE SCHOOL CAMPUS DANAPUR
      BIHAR801503
    IN
    N/A NC GENERAL SUPPORT 10,000
    PITTSBURGH OPERA
    2425 LIBERTY AVENUE
    PITTSBURGH,PA15222
    N/A PC GENERAL SUPPORT 5,000
    AMERICAN RED CROSS
    2200 W HARRISON STREET
    CHICAGO,IL60612
    N/A PC GENERAL SUPPORT 25
    THE ANNA SHELTER
    1555 E 10TH STREET
    ERIE,PA16511
    N/A PC GENERAL SUPPORT 25
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80997
    N/A PC GENERAL SUPPORT 57
    ERIE BOYS & GIRLS CLUB
    1515 E LAKE ROAD
    ERIE,PA16511
    N/A PC GENERAL SUPPORT 6,281
    I-CARE FUND AMERICA
    139 CHARLES STREET 348
    BOSTON,MA02114
    N/A PC GENERAL SUPPORT 100
    INDIA DEVELOPMENT & RELIEF FUND INC USA
    5821 MOSSROCK DRIVE
    NORTH BETHESDA,MD20852
    N/A PC GENERAL SUPPORT 257
    INNER-CITY NEIGHBORHOOD ART HOUSE
    201 E 10TH STREET
    ERIE,PA16503
    N/A PC GENERAL SUPPORT 25
    JDRF
    200 VERSEY STREET
    NEW YORK,NY10281
    N/A PC GENERAL SUPPORT 50
    LEASER DOGS FOR THE BLIND
    1039 S ROCHESTER ROAD
    ROCHESTER HILLS,MI48307
    N/A PC GENERAL SUPPORT 25
    MA CENTERS NORTH AMERICA
    PO BOX 613
    SAN RAMON,CA94583
    N/A PC GENERAL SUPPORT 250
    MARCH OF DIMES - FORTH WORTH
    555 HEMPHILL STREET
    FORT WORTH,TX76104
    N/A PC GENERAL SUPPORT 600
    MARCH OF DIMES - IA
    PO BOX 3153
    HARLAN,IA515930344
    N/A PC GENERAL SUPPORT 15
    MARCH OF DIMES WESTERN PA
    300 CEDAR RIDGE SUITE 311/313
    PITTSBURGH,PA15205
    N/A PC GENERAL SUPPORT 260
    MARCH OF DIMES - VA
    1550 CRYSTAL DR STE 1300
    ARLINGTON,VA22202
    N/A PC GENERAL SUPPORT 85
    NATIONAL MS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 126
    PROVIDENCE PORTLAND MEDICAL FOUNDATION
    4805 NE GILSAN STREET
    PORTLAND,OR97213
    N/A PC GENERAL SUPPORT 368
    SHRINERS HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DRIVE
    TAMPA,FL33607
    N/A PC GENERAL SUPPORT 51
    SSJ NEIGHBORHOOD NETWORK
    425 WEST 18TH STREET
    ERIE,BC16502
    CA
    N/A PC GENERAL SUPPORT 50
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER SUITE 400
    MONROVIA,CA91016
    N/A PC GENERAL SUPPORT 102
    ST JUDE'S CHILDREN RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 175
    THE CITIZENS FOUNDATION USA
    9494 SOUTHWEST FWY SUITE 620
    HOUSTON,TX77074
    N/A PC GENERAL SUPPORT 100
    THE SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY10994
    N/A PC GENERAL SUPPORT 76
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    N/A PC GENERAL SUPPORT 25
    WESTERN PENNSYLVANIA CONSERVANCY
    800 WATERFRONT DRIVE
    PITTSBURGH,PA15222
    N/A PC GENERAL SUPPORT 113
    WORLD RENEW
    1700 28TH STREET
    GRAND RAPIDS,MI49508
    N/A PC GENERAL SUPPORT 125
    ASSETT INC
    2403 SINDEY STREET SUITE 211
    PITTSBURGH,PA15203
    N/A PC GENERAL SUPPORT 5,000
    HARVEST912
    1655 MOORHEADVILLE ROAD
    NORTH EAST,PA16428
    N/A PC GENERAL SUPPORT 1,000
    HUMANE ANIMAL RESCUE
    1101 WESTERN AVENUE
    PITTSBURGH,PA15233
    N/A PC GENERAL SUPPORT 10,000
    JOHN F KENNEDY CENTER INC
    2021 EAST 20TH STREET
    ERIE,PA16510
    N/A PC GENERAL SUPPORT 5,000
    THE ADVANCED LEADERSHIP INSTITUTE (TALI)
    BNY MELLON CENTER 500 GRANT ST 4125
    PITTSBURGH,PA15219
    N/A PC GENERAL SUPPORT 15,000
    ACHIEVEMENT CENTER OF LECOM HEALTH
    4950 WEST 23RD ST
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 13
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVENUE FLOOR 17
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 50
    ALZHEIMERS DISEASE & RELATED DISORDERS ASSOCIATION INC
    4 PINE WEST PLAZA SUITE 405
    ALBANY,NY12205
    N/A PC GENERAL SUPPORT 25
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303
    N/A PC GENERAL SUPPORT 26
    AMERICAN FOUNDATION OF SUICIDE PREVENTION
    199 WATER STREET 11TH FLOOR
    NEW YORK,NY10038
    N/A PC GENERAL SUPPORT 125
    AMERICAN HEART ASSOCIATION
    4250 CRUMS MILL RD STE 100
    HARRISBURG,PA17112
    N/A PC GENERAL SUPPORT 1,262
    ANNA SHELTER
    1555 EAST 10TH STREET
    ERIE,PA16511
    N/A PC GENERAL SUPPORT 63
    ATLANTA COMMUNITY FOOD BANK
    3400 NORTH DESERT DRIVE
    ATLANTA,GA30344
    N/A PC GENERAL SUPPORT 52
    BENEDICTINE SISTERS OF ERIE DBA INNER- CITY NEIGHBORHOOD ART HOUSE
    6101 E LAKE ROAD
    ERIE,PA165111530
    N/A PC GENERAL SUPPORT 25
    BOYS TOWN
    14100 CRAWFORD STREET
    BOYS TOWN,NE68010
    N/A PC GENERAL SUPPORT 50
    BROTHER'S BROTHER FOUNDATION
    1200 GALVESTON AVE
    PITTSBURGH,PA15233
    N/A PC GENERAL SUPPORT 50
    COMMUNITY HEALTH NET
    1202 STATE STREET
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 125
    COMPASSION INTERNATIONAL
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80997
    N/A PC GENERAL SUPPORT 70
    CRIME VICTIM CENTER OF ERIE COUNTY
    125 W 18TH ST
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 25
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE
    BOSTON,MA02215
    N/A PC GENERAL SUPPORT 250
    EMMA'S FOOTPRINTS
    412 W 8TH ST
    ERIE,PA16502
    N/A PC GENERAL SUPPORT 138
    ERIE CITY MISSION
    1017 FRENCH ST
    ERIE,PA16512
    N/A PC GENERAL SUPPORT 500
    ERIE PHILHARMONIC
    23 WEST 10TH STREET SUITE 3
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 25
    FRENCH CREEK COUNCIL BOY SCOUTS OF AMERICA
    1815 ROBISON RD W
    ERIE,PA16509
    N/A PC GENERAL SUPPORT 50
    FRIENDS OF THE ERIE COUNTY LIBRARY
    160 EAST FRONT STREET
    ERIE,PA16507
    N/A PC GENERAL SUPPORT 25
    GEM CITY BANDS
    ST JOHNS LUTHERAN CHURCH
    ERIE,PA16502
    N/A PC GENERAL SUPPORT 13
    GRADY'S DECISION
    PO BOX 9343
    ERIE,PA16505
    N/A PC GENERAL SUPPORT 100
    HOPE ON HORSEBACK THERAPEUTIC RIDING CENTER
    7280 STERRETTANIA ROAD
    FAIRVIEW,PA16415
    N/A PC GENERAL SUPPORT 50
    INNER-CITY NEIGHBORHOOD ART HOUSE
    201 EAST 10TH STREET
    ERIE,PA16503
    N/A PC GENERAL SUPPORT 13
    JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA
    4215 STATION ROAD - LOGAN HOUSE
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 13
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573
    N/A PC GENERAL SUPPORT 25
    MAKER DISTRICT
    1251 WILLIAM D TATE AVE 3667
    GRAPEVINE,TX76099
    N/A PC GENERAL SUPPORT 58
    MAKING STRIDES AGAINST BREAST CANCER
    250 WILLIAMS STREET
    ATLANTA,GA30303
    N/A PC GENERAL SUPPORT 106
    MATA AMRITANANDAMAYI CENTER
    PO BOX 613
    SAN RAMON,CA94583
    N/A PC GENERAL SUPPORT 250
    MCCORD MEMORIAL LIBRARY
    32 W MAIN ST
    NORTH EAST,PA16428
    N/A PC GENERAL SUPPORT 25
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065
    N/A PC GENERAL SUPPORT 100
    MERCY SHIPS
    15862 HIGHWAY 110 N
    LINDALE,TX75771
    N/A PC GENERAL SUPPORT 150
    MISSION EMPOWER
    1611 PEACH STREET SUITE 120
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 250
    NAMI OF ERIE COUNTY
    1611 PEACH STREET SUITE 218
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 25
    PROVIDENCE PORTLAND MEDICAL FOUNDATION
    4805 NE GILSAN STREET
    PORTLAND,OR97213
    N/A PC GENERAL SUPPORT 424
    REEF CHECK FOUNDATION
    13723 FIJI WAY STE B2
    MARINA DEL REY,CA90292
    N/A PC GENERAL SUPPORT 50
    SAFENET
    1702 FRENCH STREET
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 25
    SECOND HARVEST FOOD BANK OF NORTHWEST PA
    1507 GRIMM DRIVE
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 50
    SHRINERS HOSPITALS FOR CHILDREN
    1645 W 8TH ST
    ERIE,PA16505
    N/A PC GENERAL SUPPORT 958
    SPECIAL OLYMPICS
    1133 19TH STREET NW
    WASHINGTON,DC200363604
    N/A PC GENERAL SUPPORT 26
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 125
    THE ERIE COMMUNITY FOUNDATION
    459 WEST 6TH STREET
    ERIE,PA16507
    N/A PC GENERAL SUPPORT 650
    THE GENERAL MCLANE FOUNDATION
    11771 EDINBORO ROAD
    EDINBORO,PA16412
    N/A PC GENERAL SUPPORT 75
    THE SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY10994
    N/A PC GENERAL SUPPORT 26
    TRITT TIGER FOUNDATION
    4435 POST OAK TRITT ROAD
    MARIETTA,GA30062
    N/A PC GENERAL SUPPORT 50
    V FOUNDATION FOR CANCER RESEARCH
    14600 WESTON PARKWAY
    CARY,NC27513
    N/A PC GENERAL SUPPORT 50
    WHEELS FOR WISHES
    5775 WAYZATA BLVD SUITE 700
    ST LOUIS PARK,MN55416
    N/A PC GENERAL SUPPORT 500
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M STREET NW SUITE 200
    WASHINGTON,DC20036
    N/A PC GENERAL SUPPORT 100
    WOUNDED WARRIOR PROJECT INC
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC GENERAL SUPPORT 50
    WQLN
    8425 PEACH ST
    ERIE,PA16509
    N/A PC GENERAL SUPPORT 25
    ACES
    1001 STATE STREET SUITE 310
    ERIE,PA16501
    N/A PC GENERAL SUPPORT 5,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVENUE
    CHICAGO,IL60651
    N/A PC GENERAL SUPPORT 3,000
    GROVE CITY YMCA
    543 EAST MAIN STREET
    GROVE CITY,PA16127
    N/A PC GENERAL SUPPORT 5,000
    MARCH OF DIMES - WESTERN PA
    300 CEDAR RIDGE SUITE 311/313
    PITTSBURGH,PA15205
    N/A PC GENERAL SUPPORT 15,000
    PUBLIC BROADCSTING OF NWPA
    8425 PEACH STREET
    ERIE,PA16509
    N/A PC GENERAL SUPPORT 4,000
    ROWAN UNIVERSITY FOUNDATION
    201 MULLICAN HILL RD
    GLASSBORO,NJ08028
    N/A PC GENERAL SUPPORT 1,000
    ALZHEIMER'S ASSOCIATION - CHICAGO
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 30
    ALZHEIMER'S ASSOCIATION - ALBANY
    4 PINE WEST PLAZA SUITE 405
    ALBANY,NY12205
    N/A PC GENERAL SUPPORT 25
    AMERICAN HEART ASSOCIATION - HARRISBURG
    4250 CRUMS MILL RD STE 100
    HARRISBURG,PA17112
    N/A PC GENERAL SUPPORT 289
    AMERICAN HEART ASSOCIATION - DALLAS
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    N/A PC GENERAL SUPPORT 52
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
    N/A PC GENERAL SUPPORT 25
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    WASHINGTON,DC20036
    N/A PC GENERAL SUPPORT 500
    JOHNS HOPKINS ALL CHILDREN'S HOSPITAL FOUNDATION INC
    500 SEVENTH AVE S
    ST PETERSBURG,FL33701
    N/A PC GENERAL SUPPORT 79
    REEF CHECK FOUNDATION
    13723 FIJI WAY SUITE B2
    MARINA DEL REY,CA90292
    N/A PC GENERAL SUPPORT 50
    THE SALVATION ARMY - KANSAS & WESTERN MISSOURI
    3637 BROADWAY BLVD
    KANSAS CITY,MO64111
    N/A PC GENERAL SUPPORT 200
    UNITED MINISTRIES
    606 PENDLETON STREET
    GREENVILLE,SC29601
    N/A PC GENERAL SUPPORT 250
    WEST RIDGE FIRE DEPARTMENT
    3142 WEST 26TH STREET
    ERIE,PA16506
    N/A PC GENERAL SUPPORT 100
    WREATHS ACROSS AMERICA
    PO BOX 249
    COLUMBIA FALLS,ME04623
    N/A PC GENERAL SUPPORT 23
    ALLEGHENY HEALTH NETWORK
    120 FIFTH AVENUE
    PITTSBURGH,PA15222
    N/A PC GENERAL SUPPORT 2,500
    ARMY TRANSPORTATION MUSEUM FOUNDATION
    PO BOX 1791
    MT PLEASANT,SC29465
    N/A PC GENERAL SUPPORT 5,000
    LEADERSHIP PITTSBURGH
    650 SMITHFIELD ST SUITE 1110
    PITTSBURGH,PA15222
    N/A PC GENERAL SUPPORT 15,000
    RYAN SHAZIER FUND FOR SPINAL REHABILITATION
    1055 S NEGLEY AVE
    PITTSBURGH,PA15217
    N/A PC GENERAL SUPPORT 5,000
    WOMEN ARE DREAMERS TOO INC
    4080 MCGINNIS FERRY ROAD SUITE 1102
    ALPHARETTA,GA30005
    N/A PC GENERAL SUPPORT 5,000
    THE ASIAN AMERICAN FEDERATION
    120 WALL ST 9TH FLOOR
    NEW YORK,NY10005
    N/A PC GENERAL SUPPORT 10,000
    UNITED WAY OF SOUTHWESTERN PA
    1250 PENN AVE
    PITTSBURGH,PA15222
    N/A PC GENERAL SUPPORT 186,483
    SCHOLARSHIP AMERICA
    1750 PENNSYLVANIA AVE NW
    WASHINGTON,DC20038
    N/A PC GENERAL SUPPORT 50,000
    SCHOLARSHIP AMERICA
    1750 PENNSYLVANIA AVE NW
    WASHINGTON,DC20038
    N/A PC GENERAL SUPPORT 3,140
    Total .................................bullet 3a 539,582
    bApproved for future payment
    Total .................................bullet 3b 0
    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 15,564  
    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 ............
        18 681,218  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANT REFUNDS & ADJUSTMENTS
            3,250
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 896,544 3,250
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    899,794
    (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.)
    11A ALL FUNDS RECEIVED ARE USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE
    11A OF PROVIDING FUNDING TO OTHER EXEMPT ORGANIZATIONS.
    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:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000.000 SHS - BANK NEW YORK MTN BK ENT 50,875 54,599
    50000.000 SHS - BRISTOL-MYERS SQUIBB CO 49,553 52,182
    50000.000 SHS - NORTHERN TR CORP 2.3750% 48,907 50,518
    50000.000 SHS - NORTHERN TR CORP 3.9500% 50,475 54,667
    100000.000 SHS - ORACLE CORP (@100) 3.400% 102,677 104,563
    50000.000 SHS - PEPSICO INC 2.75% 50,284 50,215
    50000.000 SHS - PFIZER INC 3.00% 49,760 53,775
    50000.000 SHS - STATE STREET CORP 50,255 52,614
    113892.151 SHS - DOUBLELINE TOTAL RETURN BOND CL I 1,205,000 1,184,478
    91710.852 SHS - FIDELITY US BOND INDEX INSTL PREM 1,109,002 1,098,696
    6904.619 SHS - JPMORGAN MORTGAGE BACKED SEC FD 78,104 78,229
    7611.165 SHS - VANGUARD ADMIRAL GNMA FD #536 80,129 80,222
    1838.478 SHS - VANGUARD INFL-PROTD SEC ADMIN #5119 44,248 52,286
    5373.060 SHS - VANGUARD INTERM-TERM TREASURY ADM 59,445 60,769
    10.237 SHS - VOYA INTERMEDIATE BOND I 106 105
    68831.745 SHS - WESTERN ASSET CORE BOND I 907,971 901,008

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1190.000 SHS - ISHARES CORE S&P MID-CAP ETF 261,270 336,865
    1599.000 SHS - ISHARES INC CORE MSCI EMKT 82,672 95,716
    1590.000 SHS - VANGUARD REAL ESTATE ETF 130,908 184,456
    97.000 SHS - ACCENTURE PLC IRELAND SHS CLASS A 8,080 40,211
    41.000 SHS - ADOBE INC 4,641 23,249
    27.000 SHS - ALPHABET INC CL A 10,189 78,220
    19.000 SHS - ALPHABET INC CL C 4,613 54,978
    19.000 SHS - AMAZON COM INC 18,523 63,352
    282.000 SHS - AMERICAN EXPRESS CO 35,354 46,135
    85.000 SHS - AON PLC CL A 10,128 25,548
    1046.000 SHS - APPLE INC 11,335 185,738
    404.000 SHS - APPLIED MATERIALS INC 24,238 63,574
    111.000 SHS - AUTODESK INC 25,840 31,212
    1005.000 SHS - BANK OF AMERICA CORPORATION 28,635 44,712
    598.000 SHS - BORG WARNER AUTOMOTIVE INC 29,286 26,952
    492.000 SHS - CHARLES SCHWAB CORP NEW 21,845 41,377
    433.000 SHS - COCA-COLA CO 24,463 25,638
    410.000 SHS - COMCAST CORP NEW CL A 13,288 20,635
    74.000 SHS - COSTCO WHSL CORP NEW 12,855 42,010
    155.000 SHS - CUMMINS, INC 38,299 33,812
    502.000 SHS - CVS HEALTH CORPORATION 32,805 51,786
    533.000 SHS - D R HORTON INC 36,496 57,804
    205.000 SHS - DARDEN RESTAURANTS INC 31,722 30,881
    68.000 SHS - DEERE & CO. 24,854 23,317
    152.000 SHS - DIGITAL RLTY TR INC 19,943 26,884
    186.000 SHS - ELECTRONIC ARTS INC 26,437 24,533
    162.000 SHS - ELI LILLY & CO 14,359 44,748
    336.000 SHS - EMERSON ELECTRIC CO 30,237 31,238
    2850.000 SHS - FORD MOTOR CO 27,778 59,195
    1098.000 SHS - FREEPORT-MCMORAN INC 40,983 45,820
    79.000 SHS - GENERAC HLDGS INC 23,634 27,802
    160.000 SHS - HCA HEALTHCARE INC 22,938 41,107
    141.000 SHS - HERSHEY COMPANY 15,262 27,279
    79.000 SHS - HOME DEPOT INC 11,595 32,786
    123.000 SHS - HONEYWELL INTL INC 16,478 25,647
    282.000 SHS - JPMORGAN CHASE & CO 28,426 44,655
    105.000 SHS - L3HARRIS TECHNOLOGIES INC 9,918 22,390
    100.000 SHS - LINDE PLC COM USD 17,745 34,643
    152.000 SHS - MARRIOTT INTL INC CLASS A 23,582 25,116
    204.000 SHS - META PLATFORMS INC 29,165 68,615
    541.000 SHS - MICROSOFT CORP 27,083 181,949
    59.000 SHS - NETFLIX INC 30,071 35,544
    352.000 SHS - NEXTERA ENERGY INC COM 6,691 32,863
    245.000 SHS - NIKE INC CLASS B 19,137 40,834
    245.000 SHS - NVIDIA CORP 12,648 72,057
    545.000 SHS - ORACLE SYSTEMS CORP 26,577 47,529
    128.000 SHS - PAYPAL HLDGS INC COM 12,034 24,138
    155.000 SHS - PEPSICO INC 13,764 26,925
    153 SHS - PNC FINANCIAL SERVICES GROUP 15,225 30,680
    206.000 SHS - QORVO INC COM USD 35,783 32,216
    43.000 SHS - REGENERON PHARMACEUTICALS 22,830 27,155
    1705.000 SHS - REGIONS FINL CORP NEW 28,694 37,169
    106.000 SHS - STRYKER CORP 21,718 28,347
    197.000 SHS - TARGET CORP 17,906 45,594
    195.000 SHS - TEXAS INSTRUMENTS INC 11,144 36,752
    80.000 SHS - THERMO FISHER SCIENTIFIC INC 10,942 53,379
    238.000 SHS - TYSON FOODS INC CL A 14,829 20,744
    99.000 SHS - UNION PACIFIC CORP 14,983 24,941
    208.000 SHS - UNITED PARCEL SERVICE 24,036 44,583
    85.000 SHS - UNITEDHEALTH GROUP INC 12,551 42,682
    145.000 SHS - VERTEX PHARMACEUTICALS INC COM 29,799 31,842
    143.000 SHS - VISA INC 4,944 30,990
    125.000 SHS - VULCAN MATLS CO COM 17,719 25,948
    151.000 SHS - WALMART INC 12,987 21,848
    162.000 SHS - ZOETIS INC CL A 13,997 39,533
    8644.179 SHS - FIDELIY INTERNATIONAL INDEX INSTL PREM 363,883 426,072
    5840.014 SHS - FIDELITY SALEM STREET TRUST SMALL CAP INS PREM 144,169 160,951
    6906.932 SHS - FULLER & THALER BEHAVIORAL SMALL-CAP FUND 188,571 261,220
    20158.805 SHS - GOLDMAN SACHS GQG PARTNERS INTL 331,953 395,113
    2089.793 SHS - T ROWE PRICE INSTL EMERGING MKTS FD 92,117 90,342
    3546.499 SHS - T ROWE PRICE MID-CAP GROWTH FL INC 245,081 416,146
    5364.739 SHS - VANGUARD 500 INDEX ADMIRAL 1,765,988 2,359,573
    4687.500 SHS - VANGUARD COMMODITY STRATEGY FUND 150,000 128,625

    TY 2021 OtherDecreasesSchedule
    Name:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Description Amount
    INVESTMENT EQUITY TRANSACTION ADJUSTMENT 53,514


    TY 2021 OtherIncomeSchedule2
    Name:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANT REFUNDS & ADJUSTMENTS 3,250   3,250


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 70,626 70,626   0


    TY 2021 TaxesSchedule
    Name:
    WABTEC FOUNDATION
    EIN:
    14-1994641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHOLDING 152 152   0