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
TIPPETT E FBO METHODIST HOMES
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6910775
B Telephone number (see instructions)

(717) 221-3034
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$7,688,227
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... 158,052 157,784  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 542,839
b Gross sales price for all assets on line 6a 1,837,253
7 Capital gain net income (from Part IV, line 2)... 542,839
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)....... 17,818 3,360  
12 Total. Add lines 1 through 11........ 718,709 703,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,641 44,785   29,857
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,536 2,536   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 138 138    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,315 47,459 0 29,857
25 Contributions, gifts, grants paid....... 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 317,315 47,459 0 269,857
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 401,394
b Net investment income (if negative, enter -0-) 656,524
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......... 461,854 245,855 245,855
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,062,748 Click to see attachment5,665,542 7,442,372
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) 5,524,602 5,911,397 7,688,227
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........ 5,524,602 5,911,397
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)..... 5,524,602 5,911,397
30 Total liabilities and net assets/fund balances (see instructions). 5,524,602 5,911,397
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
5,524,602
2
Enter amount from Part I, line 27a .....................
2
401,394
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,925,996
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,599
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,911,397
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 16. J P MORGAN CHASE & CO   2018-03-21 2021-01-07
b 30. TRUIST FINL CORP   2019-11-06 2021-01-07
c 20. DISNEY (WALT) COMPANY HOLDING CO.   2011-08-16 2021-01-15
d 3. NVIDIA CORP   2020-01-23 2021-01-21
e 6. SQUARE INC - A   2019-04-10 2021-01-21
40. BRISTOL MYERS SQUIBB CO COM   2013-05-24 2021-01-27
10. BRISTOL MYERS SQUIBB CO COM   2020-05-04 2021-01-27
60. COMCAST CORP NEW CL A   2012-04-13 2021-01-27
1784.685 MOLSSF LIQUIDATING TRUST   2020-12-30 2021-01-29
20. COCA-COLA CO USD   2019-09-11 2021-02-03
40. PFIZER INC COM   2020-08-24 2021-02-03
90. PFIZER INC COM   2020-05-04 2021-02-03
20. PFIZER INC COM   2017-10-24 2021-02-03
11. PROCTER & GAMBLE CO COM   2020-03-19 2021-02-03
11. APPLE COMPUTER INC COM   2020-02-19 2021-02-04
4. CELANESE CORP DEL   2011-08-16 2021-02-04
20. CELANESE CORP DEL   2020-09-01 2021-02-04
5. MICROSOFT CORP COM   2019-06-24 2021-02-04
7. SQUARE INC - A   2019-04-10 2021-02-04
13. DEERE & COMPANY   2017-06-16 2021-02-05
27. TRANE TECHNOLOGIES PLC   2012-02-16 2021-02-05
8. MICROSOFT CORP COM   2019-06-24 2021-02-08
8. SQUARE INC - A   2019-04-10 2021-02-08
90. PFIZER INC COM   2017-10-25 2021-02-09
80. PFIZER INC COM   2020-06-03 2021-02-09
11. APPLE COMPUTER INC COM   2019-10-28 2021-02-11
13. APPLE COMPUTER INC COM   2020-02-19 2021-02-11
150. SCHWAB CHARLES CORP NEW   2015-05-12 2021-02-19
28. APPLE COMPUTER INC COM   2019-10-28 2021-02-23
19. APPLE COMPUTER INC COM   2019-10-28 2021-02-25
10. PAYPAL HOLDINGS INC   2019-04-10 2021-02-25
27. DOLLAR GENERAL CORP   2020-03-20 2021-03-01
6. NVIDIA CORP   2020-01-15 2021-03-01
4. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-04
5. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-05
9. COSTCO WHSL CORP NEW   2011-08-16 2021-03-05
11. NVIDIA CORP   2020-01-09 2021-03-05
4. O'REILLY AUTOMOTIVE INC   2020-11-11 2021-03-05
49. APPLE COMPUTER INC COM   2019-10-10 2021-03-08
16. PROCTER & GAMBLE CO COM   2018-12-06 2021-03-11
7. PROCTER & GAMBLE CO COM   2020-04-03 2021-03-11
4. AMERICAN TOWER CORP-CL A   2015-06-17 2021-03-15
7. AMERICAN TOWER CORP-CL A   2020-04-03 2021-03-15
9. EQUINIX INC   2017-06-21 2021-03-15
60. NEXTERA ENERGY INC   2018-05-09 2021-03-16
2. O'REILLY AUTOMOTIVE INC   2020-04-29 2021-03-16
5. O'REILLY AUTOMOTIVE INC   2020-11-11 2021-03-16
28. OTIS WORLDWIDE CORP   2019-10-21 2021-03-25
22. OTIS WORLDWIDE CORP   2020-04-08 2021-03-25
2513.112 BNY MELLON MID CAP STK FD CL M   2020-06-26 2021-04-05
4207. BNYM INTL SMALL CAP-Y   2020-06-26 2021-04-05
11203.613 BNYM INTL SMALL CAP-Y   2015-06-25 2021-04-05
40.253 GOLDMAN SACHS ABS RETURN TR FUND - I   2020-12-14 2021-04-05
6529. GOLDMAN SACHS ABS RETURN TR FUND - I   2020-06-26 2021-04-05
1500. ISHARES RUSSELL 1000 VALUE INDEX FD   2020-06-26 2021-04-05
2258.979 PGIM JENNISON GROWTH-Z   2020-06-26 2021-04-05
805.685 PGIM JENNISON GROWTH-Z   2020-12-11 2021-04-05
1717.557 VAN ECK CM COMMODITY INDX-I   2014-01-02 2021-04-05
80. BANK AMER CORP   2015-02-25 2021-04-06
5. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-04-16
20. MONDELEZ INTERNATIONAL INC   2020-11-11 2021-04-16
110. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-04-16
9. PROCTER & GAMBLE CO COM   2018-12-06 2021-04-16
58. OTIS WORLDWIDE CORP   2020-04-08 2021-04-20
29. YUM BRANDS INC   2011-08-16 2021-04-26
30. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-04-29
50. SYNCHRONY FINANCIAL   2016-10-05 2021-04-29
23. PROCTER & GAMBLE CO COM   2018-12-06 2021-05-04
25. NIKE INC CL B   2018-02-14 2021-05-07
8. THERMO ELECTRON CORP   2019-02-28 2021-05-14
66. APPLE COMPUTER INC COM   2019-08-01 2021-05-26
9. DEERE & COMPANY   2017-06-16 2021-05-27
10. O'REILLY AUTOMOTIVE INC   2020-04-24 2021-05-27
451.635 MOLSSF LIQUIDATING TRUST   2020-12-30 2021-05-27
46. ABBOTT LABORATORIES   2014-04-08 2021-06-01
51. APPLE COMPUTER INC COM   2019-08-01 2021-06-14
18. ELI LILLY & CO COM   2020-06-23 2021-06-14
14. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-14
47. YUM BRANDS INC   2011-08-16 2021-06-14
70. LAS VEGAS SANDS CORP   2020-09-02 2021-06-15
120. LAS VEGAS SANDS CORP   2020-09-02 2021-06-23
20. LUMENTUM HOLDINGS INC   2020-07-06 2021-06-24
4. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-24
3. TEXAS INSTRUMENTS INC   2020-09-09 2021-06-24
20. HOME DEPOT INC USD 0.05   2021-01-15 2021-07-06
50. BANK AMER CORP   2015-02-25 2021-07-16
15. J P MORGAN CHASE & CO   2019-01-15 2021-07-16
.5 HONG KONG & CHINA GAS LTD ADR   2020-06-26 2021-07-23
11. VISA INC   2020-06-11 2021-07-29
5. VISA INC   2020-08-03 2021-07-29
40. MONDELEZ INTERNATIONAL INC   2021-06-15 2021-07-30
38. PHILIP MORRIS INTERNATIONAL   2018-05-04 2021-07-30
10. MONDELEZ INTERNATIONAL INC   2021-06-15 2021-08-04
80. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-08-04
47. F M C CORP COM NEW   2020-07-15 2021-08-05
30. MICRON TECHNOLOGY   2020-02-03 2021-08-11
5. SQUARE INC - A   2019-04-10 2021-08-11
30. VALERO ENERGY CORP NEW   2021-02-08 2021-08-11
30. VALERO ENERGY CORP NEW   2021-02-25 2021-08-11
18. HOME DEPOT INC USD 0.05   2011-08-16 2021-08-17
2. HOME DEPOT INC USD 0.05   2021-02-03 2021-08-17
24. NIKE INC CL B   2015-04-21 2021-08-19
70. COCA-COLA CO USD   2019-09-11 2021-08-27
24. APPLE COMPUTER INC COM   2019-08-01 2021-09-20
120. BRISTOL MYERS SQUIBB CO COM   2013-05-24 2021-09-20
50. PROCTER & GAMBLE CO COM   2019-01-02 2021-09-27
24. FACEBOOK INC   2018-11-30 2021-09-30
18. TEXAS INSTRUMENTS INC   2020-06-04 2021-09-30
40. PHILIP MORRIS INTERNATIONAL   2007-01-24 2021-10-05
48. SEMPRA ENERGY   2020-01-31 2021-10-07
15. SEMPRA ENERGY   2021-03-16 2021-10-07
80. COMCAST CORP NEW CL A   2021-03-08 2021-10-11
35. TEXAS INSTRUMENTS INC   2020-05-26 2021-10-13
45. DISNEY (WALT) COMPANY HOLDING CO.   2011-08-16 2021-10-18
11695.906 BNY MELLON EMERGING MKTS FD CL M SHS   2021-04-05 2021-10-21
24. APPLE COMPUTER INC COM   2019-08-01 2021-10-25
17. LUMENTUM HOLDINGS INC   2020-02-24 2021-10-25
23. LUMENTUM HOLDINGS INC   2020-02-24 2021-10-26
44. FACEBOOK INC   2018-11-30 2021-10-27
30. LUMENTUM HOLDINGS INC   2020-02-28 2021-10-27
24. TEXAS INSTRUMENTS INC   2018-09-19 2021-10-27
26. ADVANCED MICRO DEVICES INC   2021-09-30 2021-11-05
70. BOSTON SCIENTIFIC CORP COM   2021-06-01 2021-11-05
30. COCA-COLA CO USD   2019-08-15 2021-11-05
30. COCA-COLA CO USD   2020-11-11 2021-11-05
26. MEDTRONIC PLC   2021-05-14 2021-11-05
29. MEDTRONIC PLC   2021-03-05 2021-11-15
123. VISA INC   2015-10-19 2021-11-19
5. BOOKING HOLDINGS INC   2021-03-01 2021-11-22
1. ADOBE SYS INC COM   2021-06-14 2021-11-23
10. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-11-23
1. AMERICAN TOWER CORP-CL A   2021-05-27 2021-11-23
1. AMERIPRISE FINL INC   2021-07-16 2021-11-23
1. APPLE COMPUTER INC COM   2019-08-01 2021-11-23
10. BANK AMER CORP   2015-02-25 2021-11-23
3. CME GROUP INC   2019-11-08 2021-11-23
40. CSX CORP COM   2017-01-13 2021-11-23
10. CENTENE CORP DEL   2020-01-23 2021-11-23
2. CHEVRONTEXACO CORP   2018-03-29 2021-11-23
470. CLP HOLDINGS LTD   2020-06-26 2021-11-23
1. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2021-11-23
1. DEERE & COMPANY   2017-06-16 2021-11-23
4. HONEYWELL INTL INC   2004-01-14 2021-11-23
2530. HONG KONG & CHINA GAS LTD ADR   2020-06-26 2021-11-23
4. ILLINOIS TOOL WORKS INC COM   2014-08-15 2021-11-23
2. J P MORGAN CHASE & CO   2019-01-15 2021-11-23
5. MICROSOFT CORP COM   2019-06-24 2021-11-23
1. NIKE INC CL B   2021-10-05 2021-11-23
1. PAYPAL HOLDINGS INC   2021-07-29 2021-11-23
1. S & P GLOBAL INC   2021-01-07 2021-11-23
1. SALESFORCE COM INC   2011-08-16 2021-11-23
1. SIMON PPTY GROUP INC NEW   2021-05-27 2021-11-23
10. SYNCHRONY FINANCIAL   2016-10-05 2021-11-23
3. T -MOBILE US INC   2017-06-08 2021-11-23
1. UNITED HEALTH GROUP INC   2021-06-01 2021-11-23
10. VOYA FINANCIAL INC   2015-10-19 2021-11-23
3. EATON CORP PLC   2020-10-07 2021-11-23
30. MEDTRONIC PLC   2019-08-16 2021-11-23
1. MEDTRONIC PLC   2021-03-05 2021-11-23
2. TRANE TECHNOLOGIES PLC   2012-02-16 2021-11-23
40. AMERICAN INTERNATIONAL GROUP   2019-11-08 2021-11-24
25. EATON CORP PLC   2012-11-30 2021-11-24
21. TRANE TECHNOLOGIES PLC   2012-02-16 2021-11-24
60. COMCAST CORP NEW CL A   2021-03-05 2021-11-26
16. NIKE INC CL B   2021-10-05 2021-11-26
75. PHILIP MORRIS INTERNATIONAL   2007-01-24 2021-12-03
120. COMCAST CORP NEW CL A   2012-04-13 2021-12-20
25. SALESFORCE COM INC   2011-08-16 2021-12-20
34. MEDTRONIC PLC   2018-05-31 2021-12-20
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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    
(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 2,184   1,841 343
b 1,546   1,648 -102
c 3,418   999 2,419
d 1,630   755 875
e 1,315   449 866
2,489   1,961 528
622   599 23
2,929   1,295 1,634
138,456   136,158 2,298
976   1,095 -119
1,393   1,471 -78
3,135   3,222 -87
697   689 8
1,413   1,262 151
1,488   891 597
504   179 325
2,518   2,072 446
1,203   725 478
1,646   524 1,122
4,023   1,705 2,318
4,039   662 3,377
1,932   1,105 827
2,066   598 1,468
3,132   3,057 75
2,784   2,739 45
1,476   683 793
1,744   1,053 691
9,260   4,779 4,481
3,463   1,740 1,723
2,329   1,180 1,149
2,552   1,079 1,473
5,159   3,806 1,353
3,280   1,478 1,802
2,456   2,142 314
3,083   2,678 405
2,776   667 2,109
5,246   2,692 2,554
1,814   1,860 -46
5,763   2,938 2,825
2,036   1,584 452
891   803 88
864   375 489
1,512   1,524 -12
6,033   4,671 1,362
4,533   2,426 2,107
966   784 182
2,414   2,324 90
1,882   1,991 -109
1,479   952 527
57,500   42,798 14,702
66,807   49,180 17,627
177,913   153,701 24,212
416   399 17
67,445   59,479 7,966
231,497   163,893 67,604
147,421   118,619 28,802
52,579   50,605 1,974
9,000   13,053 -4,053
3,173   1,320 1,853
3,206   2,678 528
1,175   1,158 17
6,463   4,450 2,013
1,235   828 407
4,103   2,509 1,594
3,361   1,060 2,301
1,463   1,705 -242
2,202   1,399 803
3,107   2,115 992
3,443   1,696 1,747
3,677   2,111 1,566
8,382   3,715 4,667
3,239   1,152 2,087
5,308   3,875 1,433
34,344   34,456 -112
4,911   3,449 1,462
6,597   2,769 3,828
4,050   2,890 1,160
2,641   2,278 363
5,534   1,718 3,816
3,769   3,545 224
6,383   5,919 464
1,635   1,698 -63
751   651 100
564   418 146
6,382   5,482 900
1,915   825 1,090
2,288   1,709 579
1   1  
2,735   2,105 630
1,243   957 286
2,531   2,551 -20
3,790   3,160 630
618   638 -20
4,943   3,156 1,787
4,391   5,037 -646
2,228   1,615 613
1,356   374 982
1,976   1,947 29
1,976   2,351 -375
5,755   1,738 4,017
639   548 91
3,968   1,557 2,411
3,893   3,812 81
3,422   1,303 2,119
7,243   5,354 1,889
7,090   4,549 2,541
8,166   3,406 4,760
3,469   2,390 1,079
3,853   3,034 819
6,038   7,686 -1,648
1,887   1,968 -81
4,233   4,413 -180
6,555   4,412 2,143
7,683   1,491 6,192
160,000   164,094 -4,094
3,567   1,303 2,264
1,392   1,367 25
1,870   1,771 99
13,873   6,161 7,712
2,431   2,291 140
4,459   2,762 1,697
3,596   2,681 915
3,033   3,013 20
1,703   1,613 90
1,703   1,626 77
3,217   3,260 -43
3,438   3,391 47
24,756   10,675 14,081
11,542   11,721 -179
663   558 105
584   568 16
258   255 3
301   249 52
161   54 107
470   165 305
669   595 74
1,437   516 921
746   674 72
231   228 3
4,548   4,611 -63
231   256 -25
348   128 220
869   137 732
3,547   3,725 -178
973   347 626
333   203 130
1,684   690 994
172   151 21
189   287 -98
454   329 125
293   34 259
168   128 40
487   280 207
340   197 143
439   410 29
665   400 265
516   320 196
3,398   3,081 317
113   116 -3
394   49 345
2,321   2,234 87
4,270   2,386 1,884
4,099   515 3,584
3,067   3,278 -211
2,692   2,412 280
6,631   3,447 3,184
5,778   1,779 3,999
6,191   862 5,329
3,379   3,263 116
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
      224,454
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       343
b       -102
c       2,419
d       875
e       866
      528
      23
      1,634
      2,298
      -119
      -78
      -87
      8
      151
      597
      325
      446
      478
      1,122
      2,318
      3,377
      827
      1,468
      75
      45
      793
      691
      4,481
      1,723
      1,149
      1,473
      1,353
      1,802
      314
      405
      2,109
      2,554
      -46
      2,825
      452
      88
      489
      -12
      1,362
      2,107
      182
      90
      -109
      527
      14,702
      17,627
      24,212
      17
      7,966
      67,604
      28,802
      1,974
      -4,053
      1,853
      528
      17
      2,013
      407
      1,594
      2,301
      -242
      803
      992
      1,747
      1,566
      4,667
      2,087
      1,433
      -112
      1,462
      3,828
      1,160
      363
      3,816
      224
      464
      -63
      100
      146
      900
      1,090
      579
       
      630
      286
      -20
      630
      -20
      1,787
      -646
      613
      982
      29
      -375
      4,017
      91
      2,411
      81
      2,119
      1,889
      2,541
      4,760
      1,079
      819
      -1,648
      -81
      -180
      2,143
      6,192
      -4,094
      2,264
      25
      99
      7,712
      140
      1,697
      915
      20
      90
      77
      -43
      47
      14,081
      -179
      105
      16
      3
      52
      107
      305
      74
      921
      72
      3
      -63
      -25
      220
      732
      -178
      626
      130
      994
      21
      -98
      125
      259
      40
      207
      143
      29
      265
      196
      317
      -3
      345
      87
      1,884
      3,584
      -211
      280
      3,184
      3,999
      5,329
      116
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 542,839
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 9,126
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 9,126
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 776
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,611
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,387
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 10 261
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet261 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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 addressbullet  
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (717) 221-3034

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON N A TRUSTEE
    1
    74,641    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,279,393
    b
    Average of monthly cash balances.......................
    1b
    195,657
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,475,050
    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
    7,475,050
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    112,126
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,362,924
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    368,146
    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
    368,146
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,126
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,126
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    359,020
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    359,020
    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
    359,020
    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 7 359,020
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 56,593
    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$ 269,857
    a Applied to 2020, but not more than line 2a 56,593
    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..... 213,264
    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 ..........
    145,756
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    UNITED METH HOMES FOR AGING
    10 ACRE PLACE
    BINGHAMPTON,NY13904
    NONE PC GENERAL OPERATING 240,000
    Total .................................bullet 3a 240,000
    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 ............
        18 542,839  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP/S-CORP
        1 3,360  
    bFEDERAL TAX REFUND     1 3,452  
    cPARTNERSHIP/S-CORP 900099 11,006      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 11,006 707,703  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    718,709
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TIPPETT E FBO METHODIST HOMES
    EIN:
    23-6910775
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    595112103 MICRON TECHNOLOGY AT COST 11,951 27,945
    87165B103 SYNCHRONY FINANCIAL AT COST 9,956 18,556
    91913Y100 VALERO ENERGY CORP N AT COST 4,210 8,713
    79466L302 SALESFORCE COM INC      
    22160K105 COSTCO WHSL CORP NEW AT COST 10,915 21,005
    244199105 DEERE & COMPANY AT COST 5,759 15,430
    29444U700 EQUINIX INC AT COST 3,356 6,767
    718172109 PHILIP MORRIS INTERN      
    808513105 SCHWAB CHARLES CORP      
    929089100 VOYA FINANCIAL INC AT COST 6,071 13,262
    63872T885 ASG GLOBAL ALTERNATI AT COST 59,240 64,493
    00724F101 ADOBE SYS INC COM AT COST 3,707 16,445
    126408103 CSX CORP COM AT COST 6,446 18,800
    150870103 CELANESE CORP DEL AT COST 6,723 18,991
    G5960L103 MEDTRONIC PLC AT COST 4,492 5,379
    002824100 ABBOTT LABORATORIES AT COST 15,952 24,067
    110122108 BRISTOL MYERS SQUIBB      
    05569M830 BNY MELLON BOND FD C AT COST 945,029 952,904
    438516106 HONEYWELL INTL INC AT COST 2,745 16,889
    723787107 PIONEER NAT RES CO AT COST 17,694 21,098
    742718109 PROCTER & GAMBLE CO      
    882508104 TEXAS INSTRUMENTS IN AT COST 2,869 5,466
    91324P102 UNITED HEALTH GROUP AT COST 17,139 36,656
    988498101 YUM BRANDS INC      
    023135106 AMAZON COM INC AT COST 13,443 63,352
    026874784 AMERICAN INTERNATION AT COST 12,216 18,764
    30303M102 FACEBOOK INC AT COST 3,019 18,499
    437076102 HOME DEPOT INC USD 0 AT COST 1,032 12,865
    594918104 MICROSOFT CORP COM AT COST 29,419 95,851
    05569M855 BNY MELLON EMERGING AT COST 339,175 471,208
    166764100 CHEVRONTEXACO CORP AT COST 15,404 17,603
    254687106 DISNEY (WALT) COMPAN      
    30161N101 EXELON CORP AT COST 6,511 10,974
    64110L106 NETFLIX COM INC AT COST 15,495 19,278
    92826C839 VISA INC      
    G06242104 ATLASSIAN CORP PLC-C AT COST 7,821 21,352
    02079K305 ALPHABET INC/CA AT COST 25,434 72,426
    03027X100 AMERICAN TOWER CORP- AT COST 3,584 8,190
    05569M509 BNY MELLON MID CAP S AT COST 375,346 709,754
    060505104 BANK AMER CORP AT COST 4,614 12,457
    20030N101 COMCAST CORP NEW CL      
    46141Q865 361 GLOBAL LNG/SHRT AT COST 121,738 133,910
    609207105 MONDELEZ INTERNATION      
    65339F101 NEXTERA ENERGY INC AT COST 4,145 8,776
    872590104 T -MOBILE US INC AT COST 2,989 5,451
    921075297 VAN ECK CM COMMODITY AT COST 88,796 72,236
    G29183103 EATON CORP PLC AT COST 3,530 16,591
    037833100 APPLE COMPUTER INC C AT COST 4,133 55,935
    101137107 BOSTON SCIENTIFIC CO AT COST 11,718 13,594
    126650100 CVS CORP AT COST 11,457 16,506
    46625H100 J P MORGAN CHASE & C AT COST 14,700 23,436
    654106103 NIKE INC CL B AT COST 5,063 13,834
    717081103 PFIZER INC COM AT COST 10,905 14,763
    452308109 ILLINOIS TOOL WORKS AT COST 6,162 17,523
    482480100 KLA TENCOR CORP AT COST 11,120 21,506
    852234103 SQUARE INC - A AT COST 6,508 10,014
    007903107 ADVANCED MICRO DEVIC AT COST 3,463 21,873
    05587N794 BNYM GLBL RL RTRN -Y AT COST 109,884 120,498
    191216100 COCA-COLA CO USD AT COST 7,356 8,289
    461202103 INTUIT INC COM AT COST 5,747 12,221
    00287Y109 ABBVIE INC AT COST 17,623 26,268
    05588E850 BNY MELLON HIGH YIEL AT COST 161,143 159,903
    05588F709 BNYM GLBL RL EST SEC AT COST 61,779 82,372
    12572Q105 CME GROUP INC AT COST 14,866 18,048
    89832Q109 TRUIST FINL CORP AT COST 10,452 14,286
    05589K400 BNYM FLTNG RT INC-Y AT COST 163,777 157,531
    70450Y103 PAYPAL HOLDINGS INC AT COST 14,310 19,235
    78409V104 S & P GLOBAL INC AT COST 10,649 20,765
    883556102 THERMO ELECTRON CORP AT COST 7,742 15,347
    05587K857 BNYM INTL STCK-Y AT COST 205,990 262,481
    09661F701 BNYM INTL SMALL CAP-      
    68902V107 OTIS WORLDWIDE CORP      
    816851109 SEMPRA ENERGY      
    75513E101 RAYTHEON TECHNOLOGIE AT COST 17,866 19,450
    G8994E103 TRANE TECHNOLOGIES P AT COST 1,960 16,162
    009158106 AIR PRODUCTS AND CHE AT COST 15,655 19,473
    302491303 F M C CORP COM NEW      
    464287598 ISHARES RUSSELL 1000 AT COST 327,786 503,790
    438550303 HONG KONG & CHINA GA      
    88339J105 TRADE DESK INC/THE AT COST 11,409 23,460
    256677105 DOLLAR GENERAL CORP      
    38145N220 GOLDMAN SACHS ABS RE      
    67066G104 NVIDIA CORP AT COST 9,490 36,764
    15135B101 CENTENE CORP DEL AT COST 10,238 13,184
    55024U109 LUMENTUM HOLDINGS IN      
    83088M102 SKYWORKS SOLUTIONS I AT COST 5,712 6,671
    9DDI00547 MOLSSF LIQUIDATING T AT COST 20,408 18,779
    413838723 OAKMARK INTERNATIONA AT COST 154,516 227,630
    74437E404 PGIM JENNISON GROWTH AT COST 444,770 548,662
    87234N765 TCW EMERGING MARKETS AT COST 130,118 128,461
    G46188101 HORIZON THERAPEUTICS AT COST 7,054 9,698
    532457108 ELI LILLY & CO COM AT COST 9,223 13,811
    16119P108 CHARTER COMMUNICATIO AT COST 9,866 10,432
    67103H107 O'REILLY AUTOMOTIVE      
    18946Q101 CLP HOLDINGS LTD      
    05569M806 BNY MELLON SMALL CAP AT COST 597,158 778,700
    22788C105 CROWDSTRIKE HOLDINGS AT COST 8,498 12,695
    517834107 LAS VEGAS SANDS CORP      
    G1151C101 ACCENTURE PLC IRELAN AT COST 16,967 19,484
    57636Q104 MASTERCARD INC AT COST 25,395 26,590
    745867101 PULTE GROUP INC AT COST 10,782 12,575
    235851102 DANAHER CORP COMMON AT COST 14,484 19,741
    828806109 SIMON PPTY GROUP INC AT COST 12,164 15,817
    88160R101 TESLA MOTORS INC AT COST 9,916 14,795
    518439104 ESTEE LAUDER COMPANI AT COST 12,725 15,178
    367829884 GATEWAY TR AT COST 125,663 133,657
    64128R608 NEUBERGER BERMAN LON AT COST 126,489 132,967
    74925K581 ROBECO BP LNG/SHRT R AT COST 140,791 142,429
    03076C106 AMERIPRISE FINL INC AT COST 13,092 17,195
    23804L103 DATADOG INC AT COST 6,973 8,015
    37045V100 GENERAL MOTORS CO AT COST 16,484 17,003
    464288273 ISHARES MSCI EAFE SM AT COST 222,008 219,270
    V7780T103 ROYAL CARIBBEAN CRUI AT COST 13,993 14,611
    538034109 LIVE NATION INC AT COST 14,708 18,911
    571903202 MARRIOTT INTERNATION AT COST 16,669 17,681

    TY 2021 OtherDecreasesSchedule
    Name:
    TIPPETT E FBO METHODIST HOMES
    EIN:
    23-6910775
    Description Amount
    MUTUAL FUND TIMING ADJ 177
    MOLSSF PARTNERSHIP ADJUSTMENT 14,422


    TY 2021 OtherExpensesSchedule
    Name:
    TIPPETT E FBO METHODIST HOMES
    EIN:
    23-6910775
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 40 40   0
    FROM PARTNERSHIP/S-CORP 98 98   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TIPPETT E FBO METHODIST HOMES
    EIN:
    23-6910775
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 3,452 0  
    FROM PARTNERSHIP/S-CORP 14,366 3,360  


    TY 2021 TaxesSchedule
    Name:
    TIPPETT E FBO METHODIST HOMES
    EIN:
    23-6910775
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,408 2,408   0
    FOREIGN TAXES ON NONQUALIFIED 128 128   0