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 12-01-2021 , and ending 11-30-2022
Name of foundation
DOLLAR BANK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)20 STANWIX STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-1822243
B Telephone number (see instructions)

(412) 261-7652
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$24,833,682
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 300,598 300,598 300,598
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 1,176,266
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 300,598 1,476,864 300,598
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,196 16,196 16,196 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 49,862 49,862 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,058 66,058 16,196 0
25 Contributions, gifts, grants paid....... 1,720,634 1,720,634
26 Total expenses and disbursements. Add lines 24 and 25 1,786,692 66,058 16,196 1,720,634
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,486,094
b Net investment income (if negative, enter -0-) 1,410,806
c Adjusted net income (if negative, enter -0-)... 284,402
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............. 25,613 4,817 4,817
2 Savings and temporary cash investments......... 4,230,155 4,875,916 4,875,916
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 13,739,930 Click to see attachment15,886,080 19,952,306
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,083,085 Click to see attachment643 Click to see attachment643
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,078,783 20,767,456 24,833,682
Liabilities 17 Accounts payable and accrued expenses.......... 700 2,200
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)......... 700 2,200
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........... 20,222,918 19,909,859
25 Net assets with donor restrictions............ 855,165 855,397
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 21,078,083 20,765,256
30 Total liabilities and net assets/fund balances (see instructions). 21,078,783 20,767,456
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
21,078,083
2
Enter amount from Part I, line 27a .....................
2
-1,486,094
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,173,267
4
Add lines 1, 2, and 3 ..........................
4
20,765,256
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,765,256
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 PRIMECAP ODYSSEY GROWTH FUND P    
b PRIMECAP ODYSSEY GROWTH FUND P    
c T.ROWE PRICE MID-CAP GROWTH P    
d T.ROWE PRICE MID-CAP GROWTH P    
e VANGUARD SHORT-TERM FEDERAL ADM P    
VANGUARD EXPLORER FUND ADMIRAL P    
VANGUARD EXPLORER FUND ADMIRAL P    
VANGUARD PRIMECAP FUND ADMIRAL P    
VANGUARD PRIMECAP FUND ADMIRAL P    
VANGUARD SHORT-TERM INVEST INST P    
VANGUARD INTERNATIONAL GROWTH ADM P    
VANGUARD INTERNATIONAL GROWTH ADM P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 215,202     215,202
b 4,534     4,534
c 145,883     145,883
d 5,811     5,811
e 6,477     6,477
334,506     334,506
102,971     102,971
279,021     279,021
11,668     11,668
19,397     19,397
46,736     46,736
4,060     4,060
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       215,202
b       4,534
c       145,883
d       5,811
e       6,477
      334,506
      102,971
      279,021
      11,668
      19,397
      46,736
      4,060
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 1,176,266
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 0
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 19,610
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 19,610
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,966
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,966
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 15,356
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,356 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GUIDESTAR.ORG
    14
    The books are in care ofbulletTHOMAS M DOBROSIELSKI Telephone no.bullet (412) 261-3062

    Located atbullet20 STANWIX STREETPITTSBURGHPA ZIP+4bullet15222
    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)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    JAMES P WHEELER PRESIDENT, DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    LISA L GRIFFITH ASST. TREASURER, DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    MORTON D STANFIELD JR VICE PRESIDENT, DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    BERRY GRANT III DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    JOSEPH R TOTH VICE PRESIDENT, DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    FRANK BUONOMO VICE PRESIDENT, DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    JOSEPH B SMITH VICE PRESIDENT
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    WILLIAM M ELLIOTT DIRECTOR
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    REBECCA A YAGO VICE PRESIDENT
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    DAVID PARADISE VICE PRESIDENT
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    JAMES HINTON VICE PRESIDENT
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    DOROTHY CURTIS VICE PRESIDENT
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    WILLIAM R CAMP SECRETARY
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    THOMAS M DOBROSIELSKI TREASURER
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    BRIAN BRUBAKER ASST. TREASURER
    0.00
    0 0 0
    20 STANWIX STREET
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,887,829
    b
    Average of monthly cash balances.......................
    1b
    6,362
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,894,191
    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
    25,894,191
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    388,413
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,505,778
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,275,289
    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
    1,275,289
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,610
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,610
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,255,679
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,255,679
    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
    1,255,679
    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 1,255,679
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 68,715
    b From 2017...... 86,232
    c From 2018......  
    d From 2019...... 369,931
    e From 2020...... 113,556
    f Total of lines 3a through e ........ 638,434
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,720,634
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 1,255,679
    e Remaining amount distributed out of corpus 464,955
    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 1,103,389
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    68,715
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,034,674
    10 Analysis of line 9:
    a Excess from 2017.... 86,232
    b Excess from 2018....  
    c Excess from 2019.... 369,931
    d Excess from 2020.... 113,556
    e Excess from 2021.... 464,955
    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:
    DOLLAR BANK FOUNDATION CO DOLLAR BA
    20 STANWIX STREET 18TH FLOOR
    PITTSBURGH,PA15222
    (412) 261-7652
    bThe form in which applications should be submitted and information and materials they should include:
    Applicants should become familiar with the giving guidelines, which are subject to change without notice. Each request is analyzed on a case-by-case basis. Grants are made on an annual basis. All requests must be submitted in writing, and include proof of IRS 501 (c)(3) tax-exempt status, description of the organization and the specific program for which it seeks support, description of how the grant will benefit the community, the amount being requested, an itemized budget for any project, and past record of support, by the Foundation or Dollar Bank. The Foundation receives more funding request than it can grant in any year. If it is necessary to decline support of a worthwhile organization or program, the decision is not an adverse reflection on the value of the non-profit or its service. Contributions of grants do not establish entitlement for continuing support.
    cAny submission deadlines:
    NO
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    As a general rule, the Foundation will not provide support to organizations outside the geographic boundaries served by Dollar Bank and its subsidiaries. In addition, the Foundation generally will not support organizations without IRS 501(c)(3) tax-exempt status, individuals, political organizations, candidates or lobbying efforts, labor or fraternal organizations, religious organizations, with respect to religiously oriented activities and/or programs, hospital or other health care delivery facilities that are not 501 (c)(3) non-profits, non-academic efforts at the elementary thru high school levels, sports teams, or capital campaigns. Note: IRS rules prohibit any contributions that would result in a direct benefit to Dollar Bank or its employees.
    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
    ADVANCED LEADERSHIP INSTITUTE
    500 GRANT ST
    PITTSBURGH,PA15219
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 15,000
    ALLEGHENY COUNTY LIBRARY ASSOCIATION
    22 WABASH STREET SUITE 202
    PITTSBURGH,PA15220
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 20,000
    ALS ASSOCIATION
    416 LINCOLN AVE
    MILLVALE,PA15209
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    BEAM COLLABORATIVE
    4955 STEUBENVILLE PIKE
    PITTSBURGH,PA15205
        ASSISTANCE FOR SOCIAL SERVICES 20,000
    BLOOMFIELD GARFIELD CORP
    113 N PACIFIC AVE
    PITTSBURGH,PA15224
        COMMUNITY DEVELOPMENT 10,000
    BOWLING GREEN STATE UNIVERSITY
    1001 EAST WOOSTER ST
    BOWLING GREEN,OH43403
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    BOYS & GIRLS CLUB OF SOUTHEASTERN VIRGINIA
    1300 DIAMOND SPRINGS ROAD SUITE 300
    VIRGINIA BEACH,VA23455
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    BROTHER'S BROTHER FOUNDATION
    1200 GALVESTON AVE
    PITTSBURGH,PA15233
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    CHATHAM UNIVERSITY
    WOODLAND ROAD
    PITTSBURGH,PA15232
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 66,000
    CHESAPEAKE EDUCATIONAL FOUNDATION
    312 CEDAR RD
    CHESAPEAKE,VA23322
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    CHESAPEAKE HOSPITAL FOUNDATION
    736 BATTLEFIELD BLVD N
    CHESAPEAKE,VA23320
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    CHESAPEAKE PUBLIC LIBRARY
    298 CEDAR ROAD
    CHESAPEAKE,VA23322
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 15,000
    CHN HOUSING PARTNERS
    2999 PAYNE AVENUE 3RD FLOOR
    CLEVELAND,OH44114
        COMMUNITY DEVELOPMENT 12,000
    CITY MISSION WASHINGTON
    84 WEST WHEELING STREET
    WASHINGTON,PA15301
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    CIVICALLY INC
    PO BOX 8849
    PITTSBURGH,PA15221
        COMMUNITY DEVELOPMENT 10,000
    CLEVELAND PUBLIC THEATRE
    6415 DETROIT AVENUE
    CLEVELAND,OH44102
        SUPPORT FOR ARTS PROGRAMS 3,000
    CLEVELAND ZOOLOGICAL SOCIETY
    3900 WILDLIFE WAY
    CLEVELAND,OH44109
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    COMMUNITY COLLEGE OF ALLEGHENY COUNTY
    800 RIDGE AVE
    PITTSBURGH,PA15212
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    COMMUNITY FORGE
    1256 FRANKLIN AVE
    PITTSBURGH,PA15221
        COMMUNITY DEVELOPMENT 15,000
    CONSERVANCY FOR THE CUYAHOGA VALLEY NATIONAL PARK
    1403 WEST HINES HILL ROAD
    PENINSULA,OH44264
        COMMUNITY DEVELOPMENT 1,000
    CUYAHOGA COMMUNITY COLLEGE FOUNDATION
    700 CARNEGIE AVENUE
    CLEVELAND,OH44115
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 25,000
    DAISY WILSON ARTIST COMMUNITY
    PO BOX 54
    BETHEL PARK,PA15102
        SUPPORT FOR ARTS PROGRAMS 75,000
    DOMESTIC VIOLENCE PROJECT INC
    PO BOX 9432
    CANTON,OH44711
        ASSISTANCE FOR SOCIAL SERVICES 1,000
    EAST AKRON NEIGHBORHOOD DEVELOPMENT CORPORATION
    550 S ARLINGTON STREET
    AKRON,OH44306
        COMMUNITY DEVELOPMENT 10,000
    EDWINS LEADERSHIP & RESTAURANT INSTITUTE
    13101 SHAKER SQ
    CLEVELAND,OH44120
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 1,000
    EL CENTRO
    2800 PEARL AVENUE
    LORAIN,OH44055
        ASSISTANCE FOR SOCIAL SERVICES 3,500
    ENTERPRISE COMMUNITY PARTNERS INC
    1360 EAST 9TH STREET SUITE 510
    CLEVELAND,OH44114
        COMMUNITY DEVELOPMENT 5,000
    FAMILY PROMISE OF GREATER CLEVELAND
    3470 EAST 152ND STREET
    CLEVELAND,OH44120
        ASSISTANCE FOR SOCIAL SERVICES 2,000
    FAMILYLINKS INC
    401 N HIGHLAND AVE
    PITTSBURGH,PA15206
        ASSISTANCE FOR SOCIAL SERVICES 3,000
    FEEDING THE SPIRIT
    611 SOUTHWEST AVE
    GREENSBURG,PA15601
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM
    20 STANWIX STREET
    PITTSBURGH,PA15222
        GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM 70,871
    GREATER CLEVELAND FOOD BANK
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110
        ASSISTANCE FOR SOCIAL SERVICES 25,000
    GREATER CLEVELAND HABITAT FOR HUMANITY
    2110 WEST 110 STREET
    CLEVELAND,OH44102
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    GREATER CLEVELAND URBAN FILM FESTIVAL
    11327 SHAKER BLVD SUITE 500W
    CLEVELAND,OH44104
        SUPPORT FOR ARTS PROGRAMS 3,500
    HABITAT FOR HUMANITY OF ALLEGANY COUNTY
    323 PACA ST
    CUMBERLAND,MD21502
        ASSISTANCE FOR SOCIAL SERVICES 15,000
    HABITAT FOR HUMANITY OF SOUTH HAMPTION ROADS
    217 DIAMOND AVE
    CHESAPEAKE,VA23323
        ASSISTANCE FOR SOCIAL SERVICES 20,000
    HAMPTON ROADS ECONOMIC DEVELOPMENT ALLIANCE
    500 E MAIN ST STE 1300
    NORFOLK,VA23510
        COMMUNITY DEVELOPMENT 10,000
    HAMPTON ROADS WORKFORCE FOUNDATION
    999 WATERSIDE DRIVE SUITE 1314
    NORFOLK,VA23510
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 4,000
    HEARTH
    3724 MT ROYAL BLVD
    GLENSHAW,PA15116
        COMMUNITY DEVELOPMENT 20,000
    HEBREW FREE LOAN ASSOCIATION
    23300 CHAGRIN BOULEVARD SUITE 204
    BEACHWOOD,OH44122
        ASSISTANCE FOR SOCIAL SERVICES 3,500
    HELLO NEIGHBOR
    6587 HAMILTON AVENUE 1E
    PITTSBURGH,PA15206
        COMMUNITY DEVELOPMENT 10,000
    HIRAM HOUSE
    33775 HIRAM TRAIL
    CHAGRIN FALLS,OH44022
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    HOMELESS CHILDREN'S EDUCATION FUND
    1901 CENTRE AVENUE SUITE 301
    PITTSBURGH,PA15219
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 25,000
    HUMANE ANIMAL RESCUE
    6926 HAMILTON AVENUE
    PITTSBURGH,PA15208
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    HUNGER NETWORK OF GREATER CLEVELAND
    4415 EUCLID AVE STE 110
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 1,000
    HYNDMAN LONDONDERRY LION'S CLUB
    PO BOX 417
    HYNDMAN,PA15545
        COMMUNITY DEVELOPMENT 1,500
    INVISION FOUNDATION
    12450 PERRY HWY
    WEXFORD,PA15090
        ASSISTANCE FOR SOCIAL SERVICES 15,000
    JOSEPH'S HOME
    2475 E 22ND STREET
    CLEVELAND,OH44115
        ASSISTANCE FOR SOCIAL SERVICES 1,500
    JOSH GIBSON FOUNDATION
    PO BOX 100244
    PITTSBURGH,PA15233
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    JUBILEE ASSOCIATION INC
    2005 WYANDOTTE ST
    PITTSBURGH,PA15219
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    JUDEO-CHRISTIAN OUTREACH CENTER INC
    1053 VIRGINIA BEACH BLVD
    VIRGINIA BEACH,VA23451
        ASSISTANCE FOR SOCIAL SERVICES 25,000
    JUNIATA COLLEGE
    1700 MOORE STREET
    HUNTINGDON,PA16652
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    KAPPA ALPHA PSI CLEVELAND ALUMNI SCHOLARSHIP
    PO BOX 43485
    CLEVELAND,OH44143
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,000
    LIGHT OF LIFE MINISTRIES
    10 EAST NORTH AVE
    PITTSBURGH,PA15212
        ASSISTANCE FOR SOCIAL SERVICES 20,000
    LUTHERAN METROPOLITAN MINISTRY
    4515 SUPERIOR AVE
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 7,500
    MAKE A WISH FOUNDATION OF GREATER PA AND WEST VIRGINIA
    707 GRANT ST
    PITTSBURGH,PA15219
        ASSISTANCE FOR SOCIAL SERVICES 25,000
    MALACHI CENTER
    2416 SUPERIOR VIADUCT
    CLEVELAND,OH44113
        ASSISTANCE FOR SOCIAL SERVICES 1,500
    MARYLAND CASA ASSOCIATION
    200 E JOPPA RD
    TOWSON,MD21286
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    MARYLAND SALEM CHILDREN'S TRUST INC
    2705 LOWER NEW GERMANY RD
    FROSTBURG,MD21532
        ASSISTANCE FOR SOCIAL SERVICES 7,000
    METROHEALTH FOUNDATION INC
    2500 METROHEALTH DRIVE
    CLEVELAND,OH44109
        ASSISTANCE FOR SOCIAL SERVICES 120,000
    MIAMI UNIVERSITY
    301 S CAMPUS AVENUE
    OXFORD,OH45056
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 5,000
    MON VALLEY INITIATIVE
    305 E 8TH AVE
    HOMESTEAD,PA15120
        COMMUNITY DEVELOPMENT 20,000
    MOONSHOT MUSEUM
    1016 N LINCOLN AVE
    PITTSBURGH,PA15233
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    MT PLEASANT EMERGENCY MED SERVICES
    100 E MAIN ST
    MT PLEASANT,PA15666
        ASSISTANCE FOR SOCIAL SERVICES 3,800
    NEIGHBORHOOD ALLIES
    429 FOURTH AVENUE
    PITTSBURGH,PA15219
        COMMUNITY DEVELOPMENT 50,000
    NEW AVENUES TO INDEPENDENCE
    17608 EUCLID AVENUE
    CLEVELAND,OH44112
        ASSISTANCE FOR SOCIAL SERVICES 1,500
    OLD DOMINION UNIVERSITY
    1 OLD DOMINION UNIVERSITY
    NORFOLK,VA23529
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    OMICELO CARES
    1435 BEDFORD AVE
    PITTSBURGH,PA15219
        ASSISTANCE FOR SOCIAL SERVICES 7,500
    ONCOLOGY NURSING FOUNDATION
    125 ENTERPRISE DRIVE
    PITTSBURGH,PA15275
        ASSISTANCE FOR SOCIAL SERVICES 2,500
    ORANGE ARROW
    3945 FORBES AVE
    PITTSBURGH,PA15213
        ASSISTANCE FOR SOCIAL SERVICES 2,500
    PASSAGES
    4600 CARNEGIE AVENUE
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 3,500
    PENNSYLVANIA TROLLEY MUSEUM
    1 MUSEUM ROAD
    WASHINGTON,PA15301
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    PITTSBURGH COMMUNITY REINVESTMENT GROUP
    1901 CENTRE AVENUE SUITE 200
    PITTSBURGH,PA15219
        COMMUNITY DEVELOPMENT 32,500
    PITTSBURGH FOUNDATION
    5 PPG PLACE SUITE 250
    PITTSBURGH,PA15222
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 15,000
    PITTSBURGH GATEWAYS CORPORATION
    1435 BEDFORD AVE
    PITTSBURGH,PA15219
        COMMUNITY DEVELOPMENT 30,000
    PITTSBURGH HOUSING DEVELOPMENT CORPORATION
    412 BOULEVARD OF THE ALLIES
    PITTSBURGH,PA15219
        COMMUNITY DEVELOPMENT 5,000
    PITTSBURGH THEOLOGICAL SEMINARY
    616 N HIGHLAND AVE
    PITTSBURGH,PA15206
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 20,000
    PITTSBURGH URBAN MAGNET PROJECT
    100 ROSS STREET SUITE 502
    PITTSBURGH,PA15219
        COMMUNITY DEVELOPMENT 5,000
    PLUM BOROUGH SCHOOL DISTRICT
    900 ELICKER ROAD
    PLUB,PA15239
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    POWER
    907 WEST STREET 2ND FL
    PITTSBURGH,PA15221
        ASSISTANCE FOR SOCIAL SERVICES 3,000
    READING IS FUNDAMENTAL PITTSBURGH
    10 CHILDRENS WAY SUITE 300
    PITTSBURGH,PA15212
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 15,000
    RIVER ART WORKS
    35 S 7TH ST
    YOUNGWOOD,PA15697
        SUPPORT FOR ARTS PROGRAMS 10,000
    RIVERSIDE CENTER FOR INNOVATION
    700 RIVER AVENUE NO 531
    PITTSBURGH,PA15212
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 10,000
    ROLLINBUCKEYEZ FOUNDATION
    2119 BRANDYWINE DRIVE
    EUCLID,OH44143
        ASSISTANCE FOR SOCIAL SERVICES 2,500
    SCRANTON ROAD MINISTRIES CDC
    3095 SCRANTON ROAD
    CLEVELAND,OH44113
        COMMUNITY DEVELOPMENT 6,000
    SETON YOUTH SHELTER
    3396 STONESHORE RD
    VIRGINIA BEACH,VA23452
        ASSISTANCE FOR SOCIAL SERVICES 20,000
    SHEEPDOG COALITION
    348 BACK BAY CRES
    VIRGINIA BEACH,VA23456
        ASSISTANCE FOR SOCIAL SERVICES 1,500
    SHOES & CLOTHES FOR KIDS INC
    3631 PERKINS AVE
    CLEVELAND,OH44114
        ASSISTANCE FOR SOCIAL SERVICES 1,000
    SPANISH AMERICAN COMMITTEE
    4407 LORAIN AVENUE
    CLEVELAND,OH44113
        COMMUNITY DEVELOPMENT 5,000
    STOREHOUSE FOR TEACHERS DBA THE EDUCATION PARTNERSHIP
    281 CORLISS STREET
    PITTSBURGH,PA15220
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 26,000
    STRENGTHENING OUR STUDENTS
    2214 MT VERNON BLVD
    CLEVELAND,OH44112
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 1,000
    STRONG WOMEN STRONG GIRLS
    1620 MURRAY AVE
    PITTSBURGH,PA15212
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    13770 NOEL RD SUITE 807889
    DALLAS,TX75240
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    THE FRIENDSHIP CIRCLE
    1922 MURRAY AVE
    PITTSBURGH,PA15217
        ASSISTANCE FOR SOCIAL SERVICES 1,800
    THE GREENWOOD PLAN
    213 SMITHFIELD ST
    PITTSBURGH,PA15222
        COMMUNITY DEVELOPMENT 15,000
    THE MISSION CONTINUES
    PO BOX 776792
    CHICAGO,IL60677
        ASSISTANCE FOR SOCIAL SERVICES 3,750
    TIDEWATER COMMUNITY COLLEGE
    1700 COLLEGE CRESCENT
    VIRGINIA BEACH,VA23453
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 17,500
    TOWARDS EMPLOYMENT
    3301 ST CLAIR AVE NE
    CLEVELAND,OH44114
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 3,000
    TUBE CITY RENAISSANCE
    600 WALNUT STREET
    MCKEESPORT,PA15132
        COMMUNITY DEVELOPMENT 20,000
    UNION MILES DEVELOPMENT CORPORATION
    4127 E 131ST ST
    CLEVELAND,OH44105
        COMMUNITY DEVELOPMENT 5,000
    UNION RESCUE MISSION OF WESTERN MARYLAND
    16 MEMORIAL AVE
    CUMBERLAND,MD21502
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    UNITED WAY OF GREATER CLEVELAND
    1331 EUCLID AVENUE
    CLEVELAND,OH44115
        ASSISTANCE FOR SOCIAL SERVICES 48,460
    UNITED WAY OF GREATER STARK COUNTY
    401 MARKET AVE N SUITE 300
    CANTON,OH44702
        ASSISTANCE FOR SOCIAL SERVICES 2,215
    UNITED WAY OF LAKE COUNTY
    9285 PROGRESS PARKWAY
    MENTOR,OH44060
        ASSISTANCE FOR SOCIAL SERVICES 187
    UNITED WAY OF MEDINA COUNTY
    23 PUBLIC SQUARE SUITE L-1
    MEDINA,OH44256
        ASSISTANCE FOR SOCIAL SERVICES 410
    UNITED WAY OF SOUTH HAMPTON ROADS
    2515 WALMER AVE
    NORFOLK,VA23513
        ASSISTANCE FOR SOCIAL SERVICES 7,356
    UNITED WAY OF SOUTHWESTERN PA
    1250 PENN AVENUE
    PITTSBURGH,PA15222
        ASSISTANCE FOR SOCIAL SERVICES 120,557
    UNITED WAY OF WASHINGTON COUNTY
    70 E BEAU ST SUITE 400
    WASHINGTON,PA15301
        ASSISTANCE FOR SOCIAL SERVICES 528
    UNIVERSITY OF NC CHAPEL HILL
    450 RIDGE ROAD CB 1400 SUITE 2215
    CHAPEL HILL,NC27599
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    UNIVERSITY OF PITTSBURGH
    139 UNIVERSITY PLACE G-9 THACKERAY
    HALL
    PITTSBURGH,PA15260
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 2,500
    VAGABOND MISSIONS
    PO BOX 53109
    PITTSBURGH,PA15219
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    VARIETY THE CHILDREN'S CHARITY
    11279 PERRY HIGHWAY SUITE 512
    WEXFORD,PA15090
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    VETERAN'S HOMEFRONT
    PO BOX 2602
    CHESAPEAKE,VA23327
        ASSISTANCE FOR SOCIAL SERVICES 1,000
    VETERANS PLACE
    945 WASHINGTON BLVD
    PITTSBURGH,PA15206
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    VILLAGE CAPITAL CORPORATION
    11327 SHAKER BOULEVARD SUITE 500W
    CLEVELAND,OH44104
        COMMUNITY DEVELOPMENT 25,000
    VIRGINIA BEACH SPCA
    3040 HOLLAND RD
    VIRGINIA BEACH,VA23453
        ASSISTANCE FOR SOCIAL SERVICES 1,000
    VIRGINIA COMMUNITY CAPITAL
    7814 CAROUSEL LN
    HENRICO,VA23294
        COMMUNITY DEVELOPMENT 50,000
    VITALANT FOUNDATION
    PO BOX 29650
    PHOENIX,AZ85038
        ASSISTANCE FOR SOCIAL SERVICES 6,000
    VOCATIONAL GUIDANCE SERVICES
    2235-2239 EAST 55TH STREET
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 2,000
    VOLUNTEERS OF AMERICA
    1780 E BROAD ST
    COLUMBUS,OH43203
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    WESTERN MARYLAND FOOD BANK INC
    816 FREDERICK ST
    CUMBERLAND,MD21502
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    WESTERN PA SEARCH & RESCUE DEVELOPMENT CENTER
    1717 PENN AVE STE 4001
    WILKINSBURG,PA15221
        ASSISTANCE FOR SOCIAL SERVICES 6,200
    WESTERN PENNSYLVANIA DIAPER BANK
    201 N BRADDOCK AVE
    PITTSBURGH,PA15208
        ASSISTANCE FOR SOCIAL SERVICES 3,000
    WESTERN RESERVE LAND CONSERVENCY
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44022
        COMMUNITY DEVELOPMENT 2,500
    WESTMORELAND COUNTY FOOD BANK
    100 DEVONSHIRE DR
    DELMONT,PA15626
        ASSISTANCE FOR SOCIAL SERVICES 15,000
    WISHES CAN HAPPEN
    1310 N MAIN ST
    NORTH CANTON,OH44720
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
    3935 WASHINGTON RD
    CANONSBURG,PA15317
        ASSISTANCE FOR SOCIAL SERVICES 2,500
    WPA JUNETEENTH
    1106 SUCCESS STREET
    PITTSBURGH,PA15212
        COMMUNITY DEVELOPMENT 20,000
    YMCA OF CUMBERLAND MD
    205 BALTIMORE AVE
    CUMBERLAND,MD21502
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    YMCA OF GREATER CLEVELAND
    4019 PROSPECT AVENUE
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 15,000
    YOUTH OPPORTUNITIES UNLIMITED
    1361 EUCLID AVENUE
    CLEVELAND,OH44114
        ASSISTANCE FOR EDUCATIONAL PROGRAMS 12,000
    YWCA OF CLEVELAND OHIO
    4019 PROSPECT AVENUE
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    YWCA OF GREATER CLEVELAND
    4019 PROSPECT AVENUE
    CLEVELAND,OH44103
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    YWCA OF GREATER PITTSBURGH
    305 WOOD ST
    PITTSBURGH,PA15222
        ASSISTANCE FOR SOCIAL SERVICES 5,000
    YWCA WESTMORELAND COUNTY
    424 N MAIN ST
    GREENSBURG,PA15601
        ASSISTANCE FOR SOCIAL SERVICES 10,000
    Total .................................bullet 3a 1,720,634
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
            300,598
    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 ............
             
    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) .. 0 0 300,598
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    300,598
    (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.)
    3 INTEREST EARNED ON INVESTMENTS USED SOLELY FOR CONTRIBUTION PURPOSES.
    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 AccountingFeesSchedule
    Name:
    DOLLAR BANK FOUNDATION
    EIN:
    25-1822243
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 16,196 16,196 16,196 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DOLLAR BANK FOUNDATION
    EIN:
    25-1822243
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD PRIMECAP FUND FMV 1,870,424 3,086,588
    VANGUARD MID-CAP INDEX FUND FMV 987,755 3,392,611
    VANGUARD EXPLORER FUND FMV 2,268,410 2,625,022
    VANGUARD SHORT-TERM FED. ADMIN FMV 1,166,555 1,082,615
    VANGUARD SHORT-TERM INVEST.GR.INST. FMV 5,407,957 5,018,480
    VANGUARD INTERNATIONAL GROWTH FMV 330,428 326,338
    ODYSSEY PRIME CAP GROWTH FUND FMV 1,239,159 1,665,889
    T. ROWE PRICE MID-CAP GROWTH FUND FMV 996,717 1,286,502
    VANGUARD 500 INDEX FUND ADM FMV 1,618,675 1,468,261

    TY 2021 OtherAssetsSchedule
    Name:
    DOLLAR BANK FOUNDATION
    EIN:
    25-1822243
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAX 253 643 643
    STANDARD CHARITABLE FOUNDATION - STIFEL 3,082,832 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    DOLLAR BANK FOUNDATION
    EIN:
    25-1822243
    Description Amount
    REALIZED GAINS 1,173,267


    TY 2021 TaxesSchedule
    Name:
    DOLLAR BANK FOUNDATION
    EIN:
    25-1822243
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON INVESTMENT INCOME 49,862 49,862 0 0