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 11-01-2021 , and ending 10-31-2022
Name of foundation
ROBERT S ANDERSON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

26-6561966
B Telephone number (see instructions)

(412) 762-7070
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$2,031,382J 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... 50,174 50,168  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,841
b Gross sales price for all assets on line 6a 219,753
7 Capital gain net income (from Part IV, line 2)... 38,841
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 89,015 89,009  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,988 24,289   2,699
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,649 199   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,640 24,491 0 2,699
25 Contributions, gifts, grants paid....... 114,749 114,749
26 Total expenses and disbursements. Add lines 24 and 25 145,389 24,491 0 117,448
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,374
b Net investment income (if negative, enter -0-) 64,518
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......... 49,051 58,001 58,001
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)....... 274,852 Click to see attachment283,902 468,760
c Investments—corporate bonds (attach schedule)....... 74,036    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,301,450 Click to see attachment1,301,450 1,504,621
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) 1,699,389 1,643,353 2,031,382
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........ 1,699,389 1,643,353
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)..... 1,699,389 1,643,353
30 Total liabilities and net assets/fund balances (see instructions). 1,699,389 1,643,353
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
1,699,389
2
Enter amount from Part I, line 27a .....................
2
-56,374
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,002
4
Add lines 1, 2, and 3 ..........................
4
1,644,017
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
664
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,643,353
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 30. ACTIVISION BLIZZARD INC   2020-05-11 2021-11-05
b 2. ACTIVISION BLIZZARD INC   2020-05-11 2021-11-05
c 22. ACTIVISION BLIZZARD INC   2020-06-30 2021-11-09
d 15. ALLSTATE CORP   2019-02-25 2021-11-09
e 8. BANK OF AMERICA CORP   2019-07-08 2021-11-09
2. BANK OF AMERICA CORP   2019-07-08 2021-11-09
1. ABBVIE INC   2020-03-02 2021-11-16
2. EMERSON ELEC CO COM   2020-03-13 2021-11-16
1. MORGAN STANLEY   2020-01-24 2021-11-16
1. MOTOROLA SOLUTIONS INC   2020-05-21 2021-11-16
3. APPLE INC   2021-06-24 2021-11-17
10. AMGEN INC   2013-12-23 2021-11-18
7. FORTINET INC   2020-04-14 2021-11-23
5. PAYPAL HOLDINGS INC-W/I   2021-02-22 2021-11-23
8. PAYPAL HOLDINGS INC-W/I   2020-05-13 2021-11-23
9. PAYPAL HOLDINGS INC-W/I   2020-05-13 2021-11-23
8. BEST BUY INC   2020-11-25 2021-12-13
5. BEST BUY INC   2020-11-25 2021-12-13
8. CISCO SYS INC COM   2012-02-14 2021-12-13
11. BEST BUY INC   2020-12-24 2021-12-15
27. BEST BUY INC   2020-11-04 2021-12-15
5. IDEXX LABS INC COM   2021-02-22 2021-12-15
1. MORGAN STANLEY   2020-01-24 2021-12-15
2. PHILIP MORRIS INTERNAT-W/I   2020-01-24 2021-12-15
19. POLARIS INDS INC   2021-04-06 2021-12-15
12. POLARIS INDS INC   2021-04-06 2021-12-15
1. PROCTER & GAMBLE CO   2019-04-16 2021-12-15
11. VEEVA SYSTEMS INC-CLASS A   2019-01-30 2021-12-15
25000. MICROSOFT CORP CALL 01/06/2022 UNSC   2017-03-10 2022-01-06
1. TRINITY INDUSTRIES INC XXX-XX-XXXX CLASS ACTION   2001-01-01 2022-01-11
3. APPLE INC   2020-06-16 2022-01-14
3. HOME DEPOT INC COM   2012-01-09 2022-01-14
3. PROCTER & GAMBLE CO   2019-04-16 2022-01-14
7. EATON CORP PLC SEDOL B8KQN82   2019-06-11 2022-01-14
2. LAM RESEARCH CORP   2019-06-06 2022-01-31
3. META PLATFORMS INC   2021-02-23 2022-02-09
6. META PLATFORMS INC   2021-11-05 2022-02-09
6. META PLATFORMS INC   2016-02-19 2022-02-09
4. AIR PRODUCTS & CHEMICALS INC   2018-10-26 2022-02-15
1. AMERIPRISE FINANCIAL INC   2019-06-11 2022-02-15
9. BANK OF AMERICA CORP   2019-07-08 2022-02-15
1. EMERSON ELEC CO COM   2020-03-13 2022-02-15
22. EMERSON ELEC CO COM   2020-03-13 2022-02-15
16. TC ENERGY CORPORATION SEDOL BJMY6F9   2016-09-15 2022-02-15
4. TC ENERGY CORPORATION SEDOL BJMY6F9   2016-09-15 2022-02-15
11. TC ENERGY CORPORATION SEDOL BJMY6F9   2016-09-16 2022-02-15
9. BERRY GLOBAL GROUP INC   2021-06-02 2022-03-04
35. BERRY GLOBAL GROUP INC   2021-06-02 2022-03-04
25000. WALT DISNEY COMPANY/THE SER MTN UNSC   2018-06-20 2022-03-04
5. APPLE INC   2021-06-24 2022-03-07
4. BERRY GLOBAL GROUP INC   2021-06-02 2022-03-07
5. ABBVIE INC   2020-03-02 2022-03-17
2. HOME DEPOT INC COM   2012-01-09 2022-03-17
2. LILLY ELI & CO   2021-06-22 2022-03-17
2. TARGET CORP   2019-05-23 2022-03-17
1. AMAZON.COM INC   2021-06-24 2022-03-28
2. MICROSOFT CORP   2018-05-09 2022-03-28
1. ABBOTT LABORATORIES INC   2021-06-22 2022-03-29
1. J P MORGAN CHASE & CO COM   2012-03-13 2022-03-29
1. MARSH & MCLENNAN COS INC COM   2020-03-10 2022-03-29
2. NEXTERA ENERGY INC   2020-04-24 2022-03-29
1. PARKER HANNIFIN CORP   2021-07-02 2022-03-29
1. PEPSICO INC COM   2012-03-13 2022-03-29
1. PROCTER & GAMBLE CO   2019-04-16 2022-03-29
2. TOTAL FINA S A   2015-08-07 2022-03-29
2. TRUIST FINANCIAL CORP   2018-02-07 2022-03-29
1. SIGNET JEWELERS LIMITED G81276100 CLASS ACTION   2001-01-01 2022-04-08
1. HD SUPPLY HOLDINGS INC. 40416M105 CLASS ACTION   2001-01-01 2022-04-11
5. NETFLIX.COM INC   2022-01-31 2022-04-20
7. NETFLIX.COM INC   2020-03-19 2022-04-20
1. NETFLIX.COM INC   2020-03-19 2022-04-20
20. VERIZON COMMUNICATIONS COM   2020-06-16 2022-04-28
18. VERIZON COMMUNICATIONS COM   2020-06-16 2022-04-28
12. EATON CORP PLC SEDOL B8KQN82   2019-06-11 2022-04-28
39. ENTEGRIS, INC   2020-08-20 2022-05-09
29. QUANTA SVCS INC   2021-06-02 2022-05-13
4. COMCAST CORPORATION CL A   2021-11-09 2022-05-24
13. COMCAST CORPORATION CL A   2021-11-09 2022-05-24
26. COMCAST CORPORATION CL A   2018-11-19 2022-05-24
3. TARGET CORP   2019-05-23 2022-05-24
1. WILLIS TOWERS WATSON PLC CLASS ACTION 1 OF 2   2001-01-01 2022-05-27
68. ALLY FINANCIAL INC   2021-02-24 2022-06-07
4. ALLY FINANCIAL INC   2021-02-24 2022-06-07
10. CATERPILLAR INC   2021-06-24 2022-06-07
13. CATERPILLAR INC   2021-06-02 2022-06-07
43. EMERSON ELEC CO COM   2021-02-23 2022-06-07
1. WILLIS TOWERS WATSON PLC CLASS ACTION 2 OF 2   2001-01-01 2022-06-17
1. GENERAL DYNAMICS CORP   2019-09-30 2022-06-22
1. J P MORGAN CHASE & CO COM   2012-03-13 2022-06-22
1. MERCK & CO INC   2021-11-18 2022-06-22
2. AMERISOURCEBERGEN CORP   2021-06-22 2022-06-27
14. AMERISOURCEBERGEN CORP   2021-06-22 2022-06-27
2. HERSHEY FOODS CORP COM   2021-05-13 2022-06-27
2. LILLY ELI & CO   2020-03-13 2022-06-27
2. PROCTER & GAMBLE CO   2018-12-18 2022-06-27
3. AMERIPRISE FINANCIAL INC   2017-03-31 2022-06-28
22. BANK OF AMERICA CORP   2017-08-22 2022-06-28
1. BANK OF AMERICA CORP   2017-08-22 2022-06-28
1. DOVER CORP COM   2020-05-21 2022-06-28
6. DOVER CORP COM   2020-05-21 2022-06-28
4. J P MORGAN CHASE & CO COM   2012-03-13 2022-06-28
1. J P MORGAN CHASE & CO COM   2012-03-13 2022-06-28
5. APPLE INC   2021-06-24 2022-06-29
6. CDW CORP/DE   2014-09-30 2022-06-29
6. DOVER CORP COM   2020-05-21 2022-06-29
1. DOVER CORP COM   2020-05-21 2022-06-29
19. META PLATFORMS INC   2016-02-19 2022-06-29
5. MOTOROLA SOLUTIONS INC   2018-03-12 2022-06-29
8. TELEDYNE TECHNOLOGIES INC   2019-10-03 2022-06-29
4. UNITEDHEALTH GROUP INC COM   2021-07-26 2022-06-30
14. PRICE T ROWE GROUP INC COM   2016-05-18 2022-07-27
25000. PHILIP MORRIS INTL INC UNSC   2019-05-17 2022-08-22
6. PARKER HANNIFIN CORP   2021-03-03 2022-08-30
6. PARKER HANNIFIN CORP   2021-03-03 2022-08-31
24. BANK OF AMERICA CORP   2017-08-22 2022-09-01
2. BANK OF AMERICA CORP   2017-08-22 2022-09-01
2. BROADCOM INC   2020-12-22 2022-09-01
1. PARKER HANNIFIN CORP   2021-06-24 2022-09-01
9. PROCTER & GAMBLE CO   2018-12-18 2022-09-01
29. AVANTOR INC   2022-05-13 2022-09-14
107. AVANTOR INC   2021-02-10 2022-09-14
1. HOME DEPOT INC COM   2012-01-09 2022-09-19
31. PUBLIC SVC ENTERPRISE GROUP INC   2021-09-17 2022-09-19
1. PUBLIC SVC ENTERPRISE GROUP INC   2021-09-17 2022-09-19
4. DICK'S SPORTING GOODS, INC   2021-12-15 2022-09-28
4. DICK'S SPORTING GOODS, INC   2021-12-15 2022-09-28
4. HOME DEPOT INC COM   2021-12-15 2022-09-28
5. HOME DEPOT INC COM   2021-06-24 2022-09-28
24. WILLIAMS SONOMA INC   2021-02-10 2022-09-28
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,032   2,263 -231
b 136   151 -15
c 1,471   1,687 -216
d 1,733   1,426 307
e 377   234 143
94   58 36
117   85 32
193   94 99
100   54 46
252   138 114
463   403 60
2,045   1,121 924
2,273   756 1,517
941   1,403 -462
1,506   1,134 372
1,714   1,275 439
801   917 -116
502   573 -71
471   161 310
1,113   1,127 -14
2,733   3,137 -404
3,016   2,679 337
99   54 45
186   172 14
2,016   2,663 -647
1,274   1,648 -374
159   106 53
2,885   1,179 1,706
25,000   24,876 124
14   14  
518   263 255
1,133   130 1,003
476   318 158
1,188   556 632
1,145   366 779
679   773 -94
1,358   2,051 -693
1,358   626 732
991   665 326
306   152 154
430   263 167
95   47 48
2,089   1,033 1,056
839   750 89
209   187 22
576   514 62
511   616 -105
1,992   2,397 -405
25,000   24,377 623
808   672 136
217   274 -57
788   417 371
658   86 572
556   444 112
431   158 273
3,330   3,504 -174
615   203 412
120   111 9
141   43 98
171   103 68
170   119 51
295   309 -14
168   64 104
155   106 49
102   100 2
121   108 13
35   25 10
24   24  
1,118   2,086 -968
1,565   2,695 -1,130
222   319 -97
973   1,138 -165
879   990 -111
1,749   952 797
4,173   2,711 1,462
3,266   2,773 493
171   215 -44
554   696 -142
1,107   1,063 44
451   238 213
8   8  
2,902   2,893 9
169   170 -1
2,226   2,172 54
2,894   3,164 -270
3,879   3,752 127
63   25 38
217   183 34
115   43 72
90   83 7
298   233 65
2,089   1,628 461
442   343 99
653   264 389
288   199 89
756   391 365
718   557 161
33   24 9
125   91 34
733   546 187
471   171 300
119   43 76
697   672 25
944   187 757
724   546 178
121   91 30
3,106   1,983 1,123
1,044   545 499
2,963   2,507 456
2,053   1,727 326
1,659   1,026 633
25,000   24,783 217
1,621   1,794 -173
1,596   1,786 -190
794   573 221
66   48 18
979   861 118
263   295 -32
1,239   835 404
686   893 -207
2,533   3,247 -714
276   43 233
2,048   1,951 97
66   63 3
447   418 29
447   418 29
1,100   1,607 -507
1,375   1,568 -193
2,992   3,044 -52
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
      21,884
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       -231
b       -15
c       -216
d       307
e       143
      36
      32
      99
      46
      114
      60
      924
      1,517
      -462
      372
      439
      -116
      -71
      310
      -14
      -404
      337
      45
      14
      -647
      -374
      53
      1,706
      124
       
      255
      1,003
      158
      632
      779
      -94
      -693
      732
      326
      154
      167
      48
      1,056
      89
      22
      62
      -105
      -405
      623
      136
      -57
      371
      572
      112
      273
      -174
      412
      9
      98
      68
      51
      -14
      104
      49
      2
      13
      10
       
      -968
      -1,130
      -97
      -165
      -111
      797
      1,462
      493
      -44
      -142
      44
      213
       
      9
      -1
      54
      -270
      127
      38
      34
      72
      7
      65
      461
      99
      389
      89
      365
      161
      9
      34
      187
      300
      76
      25
      757
      178
      30
      1,123
      499
      456
      326
      633
      217
      -173
      -190
      221
      18
      118
      -32
      404
      -207
      -714
      233
      97
      3
      29
      29
      -507
      -193
      -52
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 38,841
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........................... 3 897
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- ..... 5 897
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,923
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,923
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 1,026
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet900 RefundedBullet 11 126
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-7070

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    6     		26,988    
    116 ALLEGHENY CENTER MALL
    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.........................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
    2,311,288
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,311,288
    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
    2,311,288
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    34,669
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,276,619
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    113,831
    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
    113,831
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    897
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    897
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,934
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    112,934
    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
    112,934
    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 7 112,934
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 114,749
    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$ 117,448
    a Applied to 2020, but not more than line 2a 114,749
    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..... 2,699
    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 ..........     		110,235
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MISERICORDIA UNIVERSITY
    301 LAKE STREET
    DALLAS,PA186121008     		NONE PC FUND THE R S ANDERSON 114,749
    Total .................................bullet 3a 114,749
    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 38,841  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   89,015  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    89,015
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS    
    25468PDQ6 WALT DISNEY COMPANY/    
    718172AT6 PHILIP MORRIS INTL I    
    594918BW3 MICROSOFT CORP CALL    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Name of Stock End of Year Book Value End of Year Fair Market Value
    594918104 MICROSOFT CORP 6,346 35,748
    20030N101 COMCAST CORPORATION 2,738 2,317
    030420103 AMERICAN WATER WORKS 893 2,180
    037833100 APPLE INC 2,586 46,462
    92826C839 VISA INC CLASS A SHA 10,542 9,737
    053332102 AUTOZONE INC 2,302 7,599
    02079K305 ALPHABET INC/CA-CL A 3,357 17,012
    78409V104 S&P GLOBAL INC 855 2,249
    532457108 ELI LILLY & CO 5,375 13,759
    437076102 HOME DEPOT INC 1,378 7,996
    89832Q109 TRUIST FINANCIAL COR 1,929 2,374
    020002101 ALLSTATE CORP    
    87612E106 TARGET CORP 3,560 5,749
    172908105 CINTAS CORP 2,682 4,703
    00507V109 ACTIVISION BLIZZARD    
    34959E109 FORTINET INC 1,511 4,001
    46625H100 JPMORGAN CHASE & CO 1,471 4,532
    879360105 TELEDYNE TECHNOLOGIE    
    742718109 PROCTER & GAMBLE CO 5,575 7,272
    64110L106 NETFLIX INC    
    G1151C101 ACCENTURE PLC CLASS 4,570 7,381
    30303M102 META PLATFORMS INC 1,636 1,491
    512807108 LAM RESEARCH CORP 2,012 4,453
    38141G104 GOLDMAN SACHS GROUP 4,907 4,823
    874039100 TAIWAN SEMICONDUCTOR 4,005 2,277
    620076307 MOTOROLA SOLUTIONS I 2,891 5,993
    70450Y103 PAYPAL HOLDINGS INC-    
    291011104 EMERSON ELECTRIC CO    
    244199105 DEERE & CO 1,437 1,583
    260003108 DOVER CORP    
    460690100 INTERPUBLIC GROUP CO 1,416 1,847
    701094104 PARKER HANNIFIN CORP 1,543 1,453
    053611109 AVERY DENNISON CORP 2,631 2,204
    22160K105 COSTCO WHOLESALE COR 3,926 8,526
    11135F101 BROADCOM INC 3,639 6,582
    08579W103 BERRY GLOBAL GROUP I    
    149123101 CATERPILLAR INC    
    74762E102 QUANTA SVCS INC 2,312 3,551
    05352A100 AVANTOR INC    
    863667101 STRYKER CORP 3,385 3,439
    09247X101 BLACKROCK INC 5,457 5,167
    12514G108 CDW CORP/DE 777 4,320
    731068102 POLARIS INC    
    617446448 MORGAN STANLEY 1,927 2,958
    00287Y109 ABBVIE INC 6,309 9,955
    718172109 PHILIP MORRIS INTERN 1,242 1,470
    907818108 UNION PACIFIC CORP 7,002 6,308
    060505104 BANK OF AMERICA CORP 2,521 3,820
    91324P102 UNITEDHEALTH GROUP I 4,118 9,993
    58933Y105 MERCK & CO INC 2,394 4,756
    002824100 ABBOTT LABORATORIES 6,168 7,322
    023135106 AMAZON COM INC 14,729 18,132
    277432100 EASTMAN CHEM CO 2,632 1,767
    922475108 VEEVA SYSTEMS INC-CL    
    30225T102 EXTRA SPACE STORAGE 1,356 3,194
    297178105 ESSEX PPTY TR INC RE 1,357 1,333
    02005N100 ALLY FINANCIAL INC    
    03073E105 AMERISOURCEBERGEN CO    
    G1890L107 CAPRI HLDGS LTD SEDO 3,541 2,786
    45168D104 IDEXX LABS INC    
    74144T108 PRICE T ROWE GROUP I    
    086516101 BEST BUY CO INC    
    744573106 PUBLIC SERVICE ENTER    
    29414B104 EPAM SYSTEMS INC 1,725 3,500
    009158106 AIR PRODUCTS & CHEMI 1,219 2,254
    461202103 INTUIT SOFTWARE 2,522 4,703
    22822V101 CROWN CASTLE INC 2,112 1,866
    87807B107 TC ENERGY CORPORATIO    
    G29183103 EATON CORP PLC SEDOL    
    609207105 MONDELEZ INTERNATION 1,696 1,721
    571748102 MARSH & MCLENNAN COM 1,785 3,068
    747525103 QUALCOMM 1,773 1,412
    65339F101 NEXTERA ENERGY INC 671 3,410
    902973304 US BANCORP DEL COM N 1,882 2,080
    125523100 CIGNA CORP 2,419 3,231
    882508104 TEXAS INSTRUMENTS IN 1,673 1,446
    031162100 AMGEN INC    
    911312106 UNITED PARCEL SERVIC 1,949 2,013
    89151E109 TOTALENERGIES SE 3,125 3,724
    57636Q104 MASTERCARD INC CL A 4,680 8,533
    580135101 MCDONALD'S CORP 2,721 4,635
    17275R102 CISCO SYSTEMS INC 835 1,908
    713448108 PEPSICO INC 772 2,179
    92343V104 VERIZON COMMUNICATIO 2,015 1,644
    166764100 CHEVRON CORPORATION 3,881 6,332
    539830109 LOCKHEED MARTIN CORP 6,007 8,274
    443510607 HUBBELL INC 1,620 2,612
    427866108 THE HERSHEY COMPANY 1,825 2,388
    631103108 NASDAQ INC 1,738 3,548
    03076C106 AMERIPRISE FINANCIAL 1,280 3,091
    369550108 GENERAL DYNAMICS COR 2,512 3,747
    29362U104 ENTEGRIS, INC    
    478160104 JOHNSON & JOHNSON 3,841 5,219
    969904101 WILLIAMS SONOMA INC    
    025537101 AMERICAN ELECTRIC PO 2,000 1,758
    09260D107 BLACKSTONE INC 3,176 2,096
    126650100 CVS HEALTH CORPORATI 5,485 5,114
    191216100 COCA COLA CO 8,435 7,960
    253393102 DICK'S SPORTING GOOD 3,029 3,299
    256677105 DOLLAR GENERAL CORP 3,082 3,316
    30231G102 EXXON MOBIL CORP 4,488 5,984
    35137L105 FOX CORP - CLASS A - 6,211 4,792
    42809H107 HESS CORPORATION 2,890 3,668
    65336K103 NEXSTAR MEDIA GROUP 2,520 2,570
    682189105 ON SEMICONDUCTOR COR 3,101 3,563
    723787107 PIONEER NAT RES CO 3,816 4,103
    817565104 SERVICE CORP INTERNA 2,243 2,000
    92939U106 WEC ENERGY GROUP INC 2,304 2,101
    94106L109 WASTE MANAGEMENT INC 5,929 5,701
    98978V103 ZOETIS INC 6,465 4,523
    G46188101 HORIZON THERAPEUTICS 3,046 2,306
    H1467J104 CHUBB LTD SEDOL B3BQ 2,464 2,794

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287630 ISHARES RUSSELL 2000 AT COST 38,097 84,140
    464287499 ISHARES RUSSELL MID- AT COST 29,627 84,918
    09260B382 BLACKROCK STRATEGIC AT COST 79,169 72,285
    316092857 FIDELITY REAL ESTATE AT COST 29,878 30,319
    464287614 ISHARES RUSSELL 1000 AT COST 13,805 27,155
    552746364 MFS EMERGING MKTS DE AT COST 26,158 20,055
    256210105 DODGE & COX INCOME F AT COST 100,066 84,610
    97717X669 WISDOMTREE U.S. QUAL AT COST 54,813 60,428
    464287200 ISHARES CORE S&P 500 AT COST 113,628 165,199
    74440Y884 PGIM HIGH YIELD FUND AT COST 30,000 25,061
    464288646 ISHARES TRUST ISHARE AT COST 35,224 33,116
    464288638 ISHARES TRUST ISHARE AT COST 47,866 42,862
    46090E103 INVESCO QQQ TRUST ET AT COST 54,558 48,363
    922908744 VANGUARD VALUE ETF AT COST 169,835 217,303
    464287465 ISHARES MSCI EAFE ET AT COST 65,481 59,962
    464287473 ISHARES RUSSELL MID- AT COST 26,044 46,218
    464287176 ISHARES TIPS BOND ET AT COST 39,819 37,662
    464287234 ISHARES MSCI EMERGIN AT COST 39,918 30,053
    46429B655 ISHARES FLOATING RAT AT COST 39,994 39,539
    779556406 T ROWE PR MID CAP GR AT COST 45,370 64,885
    464287648 ISHARES RUSSELL 2000 AT COST 51,724 67,878
    04314H402 ARTISAN INTERNATIONA AT COST 52,264 49,996
    464287242 ISHARES IBOXX $ INVE AT COST 55,879 50,168
    256206103 DODGE & COX INTERNAT AT COST 62,233 62,446

    TY 2021 OtherDecreasesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Description Amount
    2021 TRANSACTION POSTED IN 2022 638
    ROUNDING 26


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 3 3   0


    TY 2021 OtherIncreasesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Description Amount
    2020 TRANSACTION POSTED IN 2021 407
    PRIOR YEAR ADJUSTMENT 595


    TY 2021 TaxesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 97 97   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,490 0   0
    FEDERAL ESTIMATES - PRINCIPAL 960 0   0
    FOREIGN TAXES ON QUALIFIED FOR 92 92   0
    FOREIGN TAXES ON NONQUALIFIED 10 10   0