Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
CLARENCE S & MARGARET F FUGH FDN
 
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

25-6062524
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$3,379,238J 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... 78,586 78,031  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 143,474
b Gross sales price for all assets on line 6a 744,644
7 Capital gain net income (from Part IV, line 2)... 143,474
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........ 222,060 221,505  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,311 21,555   21,156
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 3,016 874   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,327 22,429 0 21,156
25 Contributions, gifts, grants paid....... 160,744 160,744
26 Total expenses and disbursements. Add lines 24 and 25 206,071 22,429 0 181,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,989
b Net investment income (if negative, enter -0-) 199,076
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......... 37,816 36,381 36,381
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)....... 592,441 Click to see attachment494,215 780,706
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).......... 2,226,849 Click to see attachment2,338,575 2,562,151
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) 2,857,106 2,869,171 3,379,238
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........ 2,857,106 2,869,171
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)..... 2,857,106 2,869,171
30 Total liabilities and net assets/fund balances (see instructions). 2,857,106 2,869,171
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
2,857,106
2
Enter amount from Part I, line 27a .....................
2
15,989
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,711
4
Add lines 1, 2, and 3 ..........................
4
2,874,806
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,635
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,869,171
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 25. ABBVIE INC   2020-02-19 2021-08-03
b 20. ACTIVISION BLIZZARD INC   2020-05-12 2021-08-03
c 14. ALLSTATE CORP   2019-10-10 2021-08-03
d 2. ALPHABET INC/CA-CL A   2008-12-11 2021-08-03
e 3. AMAZON.COM INC   2018-02-09 2021-08-03
9. AMERICAN WATER WORKS CO INC   2016-02-18 2021-08-03
8. AMGEN INC   2014-01-09 2021-08-03
100. APPLE INC   2020-05-20 2021-08-03
1. AUTOZONE INC   2018-10-19 2021-08-03
63. AVANTOR INC   2021-02-11 2021-08-03
10. AVERY DENNISON CORPORATION   2021-02-26 2021-08-03
113. BANK OF AMERICA CORP   2018-08-08 2021-08-03
29. BERRY GLOBAL GROUP INC   2021-06-22 2021-08-03
4. BLACKROCK INC CLASS A   2021-01-04 2021-08-03
194. BRISTOL MYERS SQUIBB CO   2018-09-20 2021-08-03
8. BROADCOM INC   2019-02-12 2021-08-03
22. CDW CORP/DE   2019-08-23 2021-08-03
9. CATERPILLAR INC   2021-05-28 2021-08-03
7. CINTAS CORP   2019-05-13 2021-08-03
34. COMCAST CORPORATION CL A   2011-10-20 2021-08-03
9. COSTCO WHSL CORP NEW COM   2018-08-08 2021-08-03
18. CROWN HOLDINGS INC   2021-02-26 2021-08-03
17. D R HORTON INC   2020-08-21 2021-08-03
4. DEERE & CO   2021-01-14 2021-08-03
12. DENTSPLY SIRONA INC   2021-04-20 2021-08-03
15. DOVER CORP COM   2021-02-26 2021-08-03
21. EMERSON ELEC CO COM   2021-02-26 2021-08-03
54. EXXON MOBIL CORP   2021-02-26 2021-08-03
5. META PLATFORMS INC   2016-03-03 2021-08-03
11. FORTINET INC   2020-05-20 2021-08-03
38. GENERAL MOTORS CO   2021-01-21 2021-08-03
5. GOLDMAN SACHS GROUP INC COM   2021-03-25 2021-08-03
11. HOME DEPOT INC COM   2021-04-15 2021-08-03
81. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-08-03
43. J P MORGAN CHASE & CO COM   2010-01-21 2021-08-03
11. KANSAS CITY SOUTHERN   2020-03-25 2021-08-03
6. LAM RESEARCH CORP   2020-01-22 2021-08-03
12. LILLY ELI & CO   2018-07-17 2021-08-03
37. MERCK & CO INC   2019-10-17 2021-08-03
62. MICROSOFT CORP   2018-11-20 2021-08-03
49. MORGAN STANLEY   2021-01-04 2021-08-03
10. MOTOROLA SOLUTIONS INC   2019-10-10 2021-08-03
4. NETFLIX.COM INC   2020-05-20 2021-08-03
6. PARKER HANNIFIN CORP   2021-03-11 2021-08-03
10. PAYPAL HOLDINGS INC-W/I   2021-02-26 2021-08-03
1. PAYPAL HOLDINGS INC-W/I   2020-05-20 2021-08-03
28. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2021-08-03
17. POLARIS INDS INC   2021-04-15 2021-08-03
17. PROCTER & GAMBLE CO   2018-11-02 2021-08-03
41. QUANTA SVCS INC   2020-12-14 2021-08-03
10. S&P GLOBAL INC   2016-05-26 2021-08-03
62. SCHLUMBERGER LTD COM   2021-05-28 2021-08-03
17. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2021-08-03
14. TARGET CORP   2020-04-21 2021-08-03
4. TELEDYNE TECHNOLOGIES INC   2019-11-19 2021-08-03
50. TRUIST FINANCIAL CORP   2016-06-29 2021-08-03
15. VISA INC CLASS A SHARES   2021-05-28 2021-08-03
20. WEC ENERGY GROUP INC   2010-01-21 2021-08-03
10. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2021-08-03
25. BUNGE LIMITED   2021-02-26 2021-08-03
159. GENERAL MOTORS CO   2021-01-21 2021-08-30
45. KANSAS CITY SOUTHERN   2020-03-25 2021-09-13
1. GSE BONDS ANTITRUST LITIGATION MANY CUSIPS   2001-01-01 2021-09-27
33. AMGEN INC   2014-01-09 2021-10-26
2993.069 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-08-08 2021-10-28
83. ACTIVISION BLIZZARD INC   2020-05-12 2021-11-10
110. INTERPUBLIC GROUP COS INC COM   2020-12-03 2021-11-10
57. ALLSTATE CORP   2019-10-10 2021-11-23
11. FORTINET INC   2020-05-20 2021-11-23
15. J P MORGAN CHASE & CO COM   2010-01-21 2021-11-23
9. MICROSOFT CORP   2018-11-20 2021-11-23
25. MORGAN STANLEY   2021-01-04 2021-11-23
49. PAYPAL HOLDINGS INC-W/I   2020-05-20 2021-11-23
6. S&P GLOBAL INC   2016-05-26 2021-11-23
132. DENTSPLY SIRONA INC   2021-04-20 2022-01-03
85. POLARIS INDS INC   2021-03-25 2022-01-03
300. ISHARES TR RUSSELL 2000   2017-09-27 2022-01-21
3262.466 CAMBIAR INTL EQUITY FUND-INS   2018-08-08 2022-01-31
179.245 BAIRD AGGREGATE BOND FUND FD 72   2021-03-23 2022-01-31
4325.26 BAIRD AGGREGATE BOND FUND FD 72   2021-08-06 2022-01-31
153.594 DODGE & COX INCOME FUND   2021-03-23 2022-01-31
3472.222 DODGE & COX INCOME FUND   2021-08-06 2022-01-31
8. LAM RESEARCH CORP   2020-01-22 2022-02-08
16. META PLATFORMS INC   2021-11-10 2022-02-17
18. META PLATFORMS INC   2016-03-03 2022-02-17
132. BERRY GLOBAL GROUP INC   2021-06-22 2022-03-10
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
93. D R HORTON INC   2020-08-21 2022-04-18
12. NETFLIX.COM INC   2022-02-08 2022-05-03
15. NETFLIX.COM INC   2020-05-20 2022-05-03
170. QUANTA SVCS INC   2020-09-16 2022-05-12
18. ABBOTT LABORATORIES INC   2021-10-26 2022-06-06
8. ABBOTT LABORATORIES INC   2021-02-11 2022-06-06
1. ALPHABET INC/CA-CL A   2008-12-11 2022-06-06
1. AMAZON.COM INC   2021-11-10 2022-06-06
10. APPLE INC   2020-05-20 2022-06-06
36. CATERPILLAR INC   2021-05-28 2022-06-06
65. DOVER CORP COM   2021-02-26 2022-06-06
92. EMERSON ELEC CO COM   2021-02-26 2022-06-06
42. MERCK & CO INC   2022-05-12 2022-06-06
6. MICROSOFT CORP   2018-11-20 2022-06-06
21. ZOETIS INC   2022-01-03 2022-06-06
2885.408 MFS EMERGING MKTS DEBT FD-R6   2021-03-23 2022-06-09
CAPITAL GAIN DIVIDENDS P    
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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 2,880   2,333 547
b 1,558   1,496 62
c 1,819   1,505 314
d 5,353   310 5,043
e 9,909   3,975 5,934
1,587   595 992
1,939   939 1,000
14,578   7,974 6,604
1,657   735 922
2,385   1,920 465
2,126   1,784 342
4,301   3,294 1,007
1,874   1,884 -10
3,490   2,888 602
13,337   11,811 1,526
3,854   2,232 1,622
4,042   2,876 1,166
1,858   2,158 -300
2,728   1,517 1,211
1,957   403 1,554
3,905   2,009 1,896
1,794   1,744 50
1,638   1,293 345
1,445   1,216 229
789   786 3
2,533   1,852 681
2,114   1,831 283
3,108   2,944 164
1,743   547 1,196
3,172   1,605 1,567
2,188   2,087 101
1,883   1,633 250
3,653   3,545 108
2,871   1,911 960
6,509   1,773 4,736
2,950   1,456 1,494
3,843   1,888 1,955
3,075   1,077 1,998
2,836   2,969 -133
17,671   7,468 10,203
4,697   3,405 1,292
2,238   1,695 543
2,034   1,789 245
1,834   1,854 -20
2,712   2,592 120
271   151 120
2,803   2,803  
2,264   2,436 -172
2,447   1,523 924
3,690   2,900 790
4,311   1,106 3,205
1,747   1,949 -202
1,996   1,779 217
3,668   1,493 2,175
1,805   1,395 410
2,711   1,532 1,179
3,537   3,435 102
1,939   502 1,437
3,169   1,933 1,236
1,931   1,902 29
7,827   8,734 -907
12,638   5,955 6,683
25   25  
6,870   3,871 2,999
49,086   43,994 5,092
5,556   6,208 -652
4,029   2,595 1,434
6,530   6,127 403
3,562   1,605 1,957
2,505   618 1,887
3,022   922 2,100
2,522   1,737 785
9,144   7,393 1,751
2,735   663 2,072
7,471   8,642 -1,171
9,291   10,967 -1,676
60,850   45,433 15,417
86,292   90,147 -3,855
1,990   2,040 -50
48,010   50,000 -1,990
2,118   2,198 -80
47,882   50,000 -2,118
4,558   2,518 2,040
3,424   5,299 -1,875
3,851   1,968 1,883
7,451   8,576 -1,125
43   25 18
179   25 154
6,605   7,076 -471
2,375   4,813 -2,438
2,969   6,707 -3,738
18,424   9,183 9,241
2,112   2,287 -175
939   1,013 -74
2,334   155 2,179
125   180 -55
1,470   797 673
8,023   8,632 -609
8,715   8,026 689
8,378   8,022 356
3,786   3,740 46
1,632   615 1,017
3,580   4,925 -1,345
35,000   42,502 -7,502
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
      40,591
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       547
b       62
c       314
d       5,043
e       5,934
      992
      1,000
      6,604
      922
      465
      342
      1,007
      -10
      602
      1,526
      1,622
      1,166
      -300
      1,211
      1,554
      1,896
      50
      345
      229
      3
      681
      283
      164
      1,196
      1,567
      101
      250
      108
      960
      4,736
      1,494
      1,955
      1,998
      -133
      10,203
      1,292
      543
      245
      -20
      120
      120
       
      -172
      924
      790
      3,205
      -202
      217
      2,175
      410
      1,179
      102
      1,437
      1,236
      29
      -907
      6,683
       
      2,999
      5,092
      -652
      1,434
      403
      1,957
      1,887
      2,100
      785
      1,751
      2,072
      -1,171
      -1,676
      15,417
      -3,855
      -50
      -1,990
      -80
      -2,118
      2,040
      -1,875
      1,883
      -1,125
      18
      154
      -471
      -2,438
      -3,738
      9,241
      -175
      -74
      2,179
      -55
      673
      -609
      689
      356
      46
      1,017
      -1,345
      -7,502
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 143,474
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 2,767
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 2,767
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,128
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,029
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,157
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 1,390
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,384 RefundedBullet 11 6
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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-7070

    Located atbullet116 ALLEGHENY CENTER MALLPITTSURGHPA 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)
    Yes
     
    (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
     
    No
    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
    8     		42,311    
    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
    4,003,740
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,003,740
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,003,740
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    60,056
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,943,684
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    197,184
    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
    197,184
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,767
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,767
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    194,417
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    194,417
    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
    194,417
    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 7 194,417
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 160,744
    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$ 181,900
    a Applied to 2020, but not more than line 2a 160,744
    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..... 21,156
    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 ..........     		173,261
    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 e-mail address of the person to whom applications should be addressed:
    CHARITABLE TRUST GRANT REVIEW COMMI
    THE TOWER AT PNC PLAZA 300 FIFTH A
    PITTSBURGH,PA15212
    (412) 762-5157
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING FOR WHAT THE FUNDS WILL BE USED
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED FOR LOCAL CHARITIES
    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
    ETNA BOROUGH ATHLETIC CLUB
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 2,500
    ETNA BOROUGH DECK HOCKEY
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 2,500
    ETNA BOROUGH COMMUNITY GARDEN
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 2,500
    ETNA NEIGHBORHOOD ASSOCIATION
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 2,500
    ETNA POLICE DEPARTMENT
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE GOV GENERAL SUPPORT 5,000
    ETNA SENIOR CITIZENS
    437 BUTLER ST
    PITTTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 2,500
    ETNA VOLUNTEER FIRE DEPARTMENT
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 10,000
    ETNA COMMUNITY ORGANIZATION
    19 HIGH ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 10,000
    SHARPSBURG HISTORICAL SOCIETY
    1611 MAIN ST
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPORT 2,500
    SHARPSBURG COMMUNITY LIBRARY
    1212 MAIN ST
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPPORT 4,622
    BOROUGH OF SHARPSBURG
    1611 MAIN ST
    SHARPSBURG,PA15215     		NONE GOV GENERAL SUPPORT 15,000
    SHARPSBURG REC CENTER
    1611 MAIN ST
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPPORT 5,000
    SHARPSBURG YOUTH BASEBALL
    1611 MAIN ST
    SHARSBURG,PA15215     		NONE PC GENERAL SUPPORT 4,000
    SOPHIE PILARSKI
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    RILEY NIST
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    BREAD OF LIFE FOOD PANTRY
    94 LOCUST STREET
    ETNA,PA15223     		NONE PC GENERAL SUPPORT 5,000
    GRACE RITTER
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    EMILY BEN
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    ALYSSA MATTHEIS
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    JULIA KUST
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    CHEYENNE TURNER
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH PA,MP15212     		NONE I SCHOLARSHIP 2,500
    JORDYN HELGERT
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    ETNAMILLVALE LIBRARY
    1212 MAIN ST
    PITTSBURGH,PA15212     		NONE PC GENERAL SUPPORT 2,122
    ALLEGHENY RIVERTRAIL PARK
    285 RIVER AVENUE
    PITTSBURGH,PA15215     		NONE PC GENERAL SUPPORT 1,500
    FOX CHAPEL CREW
    285 RIVER AVENUE
    PITTSBURGH,PA15215     		NONE PC GENERAL SUPPORT 2,500
    SHALER AREA SCHOOL DISTRICT
    1800 MT ROYAL BLVD
    GLENSHAW,PA15116     		NONE GOV GENERAL SUPPORT OF VARIOUS 10,000
    CHRIST THE DIVINE TEACHER CATHOLIC
    205 BRILLANT ST
    ASPINWALL,PA15215     		NONE PC GENERAL SUPPORT 1,500
    BOROUGH OF ASPINWALL
    217 COMMERCIAL AVENUE
    ASPINWALL,PA15215     		NONE GOV SUPPORT OF POLICE, FIRE 10,000
    CAMP GUYASUTA - BOY SCOUTS OF
    AMERICA
    300 23RD STREET EXT
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPPORT 5,000
    BOYS AND GIRLS CLUBS OF
    WESTERN PA
    317 EAST CARSON STREET
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 10,000
    ASPINWALL MEALS ON WHEELS
    450 WALNUT STREET
    BLAWNOX,PA15238     		NONE PC GENERAL SUPPORT 2,000
    ETNA ECONOMIC DEVELOPMENT
    437 BUTLER ST
    PITTSBURGH,PA15223     		NONE PC GENERAL SUPPORT 5,000
    SHARPSBURG NEIGHBORHOOD ORGANIZATION
    511 S MAIN ST
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPPORT 5,000
    ADDICTION RECOVERY MINISTRY
    201 9TH ST
    SHARPSBURG,PA15215     		NONE PC GENERAL SUPPORT 5,000
    SECOND HARVEST
    624 CLAY ST
    PITTSBURGH,PA15215     		NONE PC GENERAL SUPPORT 7,500
    Total .................................bullet 3a 160,744
    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 ............     		    18 143,474  
    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) ..   222,060  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    222,060
    (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 InvestmentsCorpStockSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Name of Stock End of Year Book Value End of Year Fair Market Value
    002824100 ABBOTT LABORATORIES 16,205 14,885
    020002101 ALLSTATE CORP    
    023135106 AMAZON COM INC 21,420 27,508
    030420103 AMERICAN WATER WORKS 2,447 5,504
    031162100 AMGEN INC    
    037833100 APPLE INC 3,745 56,055
    053332102 AUTOZONE INC 3,675 10,746
    053611109 AVERY DENNISON CORP 8,027 7,284
    060505104 BANK OF AMERICA CORP 12,811 13,915
    110122108 BRISTOL MYERS SQUIBB    
    149123101 CATERPILLAR INC    
    172908105 CINTAS CORP 6,068 10,459
    228368106 CROWN HOLDINGS INC 7,850 7,466
    244199105 DEERE & CO 7,906 7,786
    260003108 DOVER CORP    
    291011104 EMERSON ELECTRIC CO    
    437076102 HOME DEPOT INC 6,597 14,811
    460690100 INTERPUBLIC GROUP CO 5,402 6,304
    485170302 KANSAS CITY SOUTHERN    
    512807108 LAM RESEARCH CORP 5,022 8,097
    532457108 LILLY ELI & CO 7,637 21,399
    594918104 MICROSOFT CORP 6,654 64,721
    617446448 MORGAN STANLEY 9,863 13,767
    620076307 MOTOROLA SOLUTIONS I 7,400 9,432
    701094104 PARKER HANNIFIN CORP 8,342 6,643
    718172109 PHILIP MORRIS INTERN 12,512 12,343
    731068102 POLARIS INC    
    742718109 PROCTER & GAMBLE CO 6,718 10,784
    806857108 SCHLUMBERGER LTD SED 8,549 9,727
    863667101 STRYKER CORP 9,258 8,156
    874039100 TAIWAN SEMICONDUCTOR 7,432 5,804
    879360105 TELEDYNE TECHNOLOGIE 6,627 7,127
    74762E102 QUANTA SVCS INC 12,652 11,782
    87612E106 TARGET CORP 6,234 8,333
    34959E109 FORTINET INC 4,668 9,053
    00287Y109 ABBVIE INC 11,668 19,451
    00507V109 ACTIVISION BLIZZARD    
    02079K305 ALPHABET INC/CA-CL A 2,478 34,868
    05352A100 AVANTOR INC 8,082 8,366
    08579W103 BERRY GLOBAL GROUP I    
    09247X101 BLACKROCK INC 9,851 9,745
    11135F101 BROADCOM INC 8,649 15,060
    12514G108 CDW CORP/DE 10,059 13,865
    20030N101 COMCAST CORPORATION 5,614 8,319
    22160K105 COSTCO WHOLESALE COR 8,260 17,733
    23331A109 D R HORTON INC    
    24906P109 DENTSPLY SIRONA INC    
    30231G102 EXXON MOBIL CORP 12,758 20,040
    30303M102 META PLATFORMS INC 5,249 7,740
    37045V100 GENERAL MOTORS CO    
    38141G104 GOLDMAN SACHS GROUP 7,513 6,831
    46625H100 JPMORGAN CHASE & CO 6,836 18,693
    58933Y105 MERCK & CO INC 16,919 18,872
    64110L106 NETFLIX INC    
    70450Y103 PAYPAL HOLDINGS INC-    
    78409V104 S&P GLOBAL INC 3,980 12,134
    89832Q109 TRUIST FINANCIAL COR 5,946 9,201
    91324P102 UNITEDHEALTH GROUP I 12,896 27,222
    92826C839 VISA INC CLASS A SHA 4,151 13,192
    92939U106 WEC ENERGY GROUP INC 1,981 7,951
    G1151C101 ACCENTURE PLC CLASS 7,027 11,384
    G16962105 BUNGE LIMITED 7,912 9,432
    09260D107 BLACKSTONE INC 13,447 8,484
    166764100 CHEVRON CORPORATION 12,434 10,135
    191216100 COCA COLA CO 14,716 14,595
    35137L105 FOX CORP - CLASS A - 8,127 7,365
    539830109 LOCKHEED MARTIN CORP 11,984 11,609
    57636Q104 MASTERCARD INC CL A 15,881 15,459
    907818108 UNION PACIFIC CORP 12,576 13,010
    98978V103 ZOETIS INC 15,080 13,579
    G1890L107 CAPRI HLDGS LTD SEDO 10,420 6,480

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    057071854 BAIRD AGGREGATE BOND AT COST 247,960 230,044
    256210105 DODGE & COX INCOME F AT COST 269,802 246,829
    317609295 SEAFARER OVERSEAS GR AT COST 55,000 55,970
    412295107 HARDING LOEVNER INTE AT COST 58,839 86,685
    464287473 ISHARES RUSSELL MID- AT COST 40,638 60,942
    464287499 ISHARES RUSSELL MID- AT COST 52,533 116,388
    464287598 ISHARES RUSSELL 1000 AT COST 284,697 368,949
    464287614 ISHARES RUSSELL 1000 AT COST 243,482 349,920
    464287655 ISHARES RUSSELL 2000      
    464288273 ISHARES MSCI EAFE SM AT COST 35,345 32,754
    552746364 MFS EMERGING MKTS DE AT COST 47,863 38,295
    557492485 MADISON MID CAP FUND AT COST 57,127 63,574
    779562107 T ROWE PRICE NEW HOR      
    922031737 VANGUARD INFLATION P AT COST 50,000 44,547
    922908553 VANGUARD REAL ESTATE AT COST 28,042 42,093
    922908611 VANGUARD SMALL CAP V AT COST 37,468 43,448
    00769G543 CAMBIAR INTL EQUITY      
    09260B382 BLACKROCK STRATEGIC AT COST 85,422 80,557
    31423A671 FEDERATED HERMES INT AT COST 57,854 51,896
    46432F842 ISHARES CORE MSCI EA AT COST 34,234 31,191
    52106N459 LAZARD GLOBAL LISTED      
    56167N712 NUANCE MID CAP VALUE AT COST 59,211 59,602
    72201F490 PIMCO INCOME FUND CL AT COST 98,728 88,418
    74256W584 PRINCIPAL MIDCAP FUN AT COST 57,916 63,081
    89154Q562 TOUCHSTONE SANDS EM      
    89154X526 TOUCHSTONE MID CAP G      
    97717X669 WISDOMTREE U.S. QUAL AT COST 35,875 41,550
    316092857 FIDELITY REAL ESTATE AT COST 49,087 40,740
    464287804 ISHARES CORE S&P SMA AT COST 61,138 52,396
    779562206 T ROWE PR NEW HORIZO AT COST 16,128 31,154
    77958B402 T ROWE PRICE INSTITU AT COST 75,000 69,703
    89154M702 TOUCHSTONE SANDS EM AT COST 45,000 45,447
    89154X112 TOUCHSTONE MID CAP G AT COST 69,186 54,542
    921939203 VANGUARD INTERNATION AT COST 85,000 71,436

    TY 2021 OtherDecreasesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Description Amount
    ADJUSTMENT TO INCOME 1
    2021 TRANSACTION POSTED IN 2022 3,033
    WASH SALES ADJUSTMENT 1,594
    COST BASIS ADJUSTMENT 1,007


    TY 2021 OtherIncreasesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Description Amount
    2020 TRANSACTION POSTED IN 2021 959
    PRIOR PERIOD ADJUSTMENT 747
    ROUNDING 5


    TY 2021 TaxesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 71 71   0
    FEDERAL TAX PAYMENT - PRIOR YE 14 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,128 0   0
    FOREIGN TAXES ON QUALIFIED FOR 729 729   0
    FOREIGN TAXES ON NONQUALIFIED 74 74   0