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 10-01-2021 , and ending 09-30-2022
Name of foundation
CLAPP G H DECD CHAR AND ED TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6018976
B Telephone number (see instructions)

(412) 234-1634
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$18,899,961
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 485,510 485,510  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,014,980
b Gross sales price for all assets on line 6a 3,549,321
7 Capital gain net income (from Part IV, line 2)... 1,014,980
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)....... 34,224 10,705  
12 Total. Add lines 1 through 11........ 1,534,714 1,511,195  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 212,479 127,488   84,992
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)... 29,727 5,025   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)....... 9,398 6,085   3,313
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 251,604 138,598 0 88,305
25 Contributions, gifts, grants paid....... 992,000 992,000
26 Total expenses and disbursements. Add lines 24 and 25 1,243,604 138,598 0 1,080,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 291,110
b Net investment income (if negative, enter -0-) 1,372,597
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......... 105,718 606,115 606,115
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,429,138 Click to see attachment15,201,747 18,293,846
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) 15,534,856 15,807,862 18,899,961
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........ 15,534,856 15,807,862
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)..... 15,534,856 15,807,862
30 Total liabilities and net assets/fund balances (see instructions). 15,534,856 15,807,862
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
15,534,856
2
Enter amount from Part I, line 27a .....................
2
291,110
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17,151
4
Add lines 1, 2, and 3 ..........................
4
15,843,117
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
35,255
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,807,862
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 .8095 VANGUARD EUROPE PACIFIC ETF   2021-09-29 2021-10-04
b 15000. T-MOBILE USA INC   2021-05-27 2021-10-13
c 76. GNMA GTD REMIC P/T 13-17 AB   2014-01-27 2021-10-16
d 25000. GOLDMAN SACHS GR INC 2.905% 7/24/23   2018-01-17 2021-10-19
e 1559.09 BNYM SEL MGR S/C VAL-Y   2021-02-05 2021-11-12
15000. BP CAPITAL MARKETS PLC   2018-04-24 2021-11-16
238.2 GNMA GTD REMIC P/T 13-17 AB   2014-01-27 2021-11-16
.627 J P MORGAN CHASE & CO   2021-11-03 2021-11-17
.1618 AMGEN INC   2021-09-28 2021-11-18
1110. ISHARES TR S&P MIDCAP 400 INDEX FD   2021-02-05 2021-12-01
5000. MASSACHUSETTS ST   2011-01-12 2021-12-01
1650. SPDR SER TR   2019-09-26 2021-12-01
488. VANGUARD EUROPE PACIFIC ETF   2020-12-31 2021-12-01
430. VANGUARD EUROPE PACIFIC ETF   2021-07-01 2021-12-01
1092. VANGUARD EUROPE PACIFIC ETF   2015-09-25 2021-12-01
20000. UNITED STATES TREAS 1.75% 9/30/22   2016-10-06 2021-12-08
30000. U S TREASURY NOTE 2.0% 7/31/22   2015-08-14 2021-12-08
110.84 GNMA GTD REMIC P/T 13-17 AB   2014-01-27 2021-12-16
10000. SHELL INTERNATIONAL 2.375% 4/06/25   2020-04-01 2021-12-22
15000. UNITED STATES TREAS 2.375% 1/31/23   2018-02-01 2021-12-30
10000. UNITED STATES TREAS 2.625% 2/28/23   2018-04-17 2021-12-30
25000. UNITED STATES TREAS 1.75% 9/30/22   2016-10-06 2021-12-30
30000. WI TREASURY N/B .125 0.125% 2/28/23   2021-03-16 2022-01-03
41. MODERNA INC   2021-08-10 2022-01-07
.0851 VANGUARD EUROPE PACIFIC ETF   2022-01-03 2022-01-10
.2685 AMGEN INC   2021-12-22 2022-01-13
42.24 GNMA GTD REMIC P/T 13-17 AB   2014-01-27 2022-01-16
460. ISHARES S&P 500 INDEX FUND   2021-02-05 2022-01-25
290. ISHARES TR S&P MIDCAP 400 INDEX FD   2021-02-05 2022-01-25
90. ISHARES TR S&P MIDCAP 400 INDEX FD   2017-01-26 2022-01-25
2.91 GNMA GTD REMIC P/T 13-17 AB   2014-11-21 2022-02-16
37732.45 US TREAS-CPI INFLAT 0.125% 4/15/25   2020-06-11 2022-02-16
.0506 J P MORGAN CHASE & CO   2022-02-02 2022-02-18
1200. ISHARES TR S&P MIDCAP 400 INDEX FD   2017-01-26 2022-03-08
4300. ISHARES TR S & P SMALL CAP 600   2009-09-30 2022-03-08
10803.4 UNITED STATES TREASU 0.125% 10/15/25   2021-02-10 2022-03-16
15000. WI TREASURY N/B .125 0.125% 2/28/23   2021-03-16 2022-03-29
.3051 AMGEN INC   2022-03-10 2022-03-31
10000. CALIFORNIA ST 2.367% 4/01/22   2017-04-21 2022-04-01
10000. U S TREASURY NOTE   2018-10-25 2022-04-05
20000. U S TREASURY BOND 2.625% 1/31/26   2019-02-07 2022-04-05
5000. U S TREASURY NOTE   2020-08-28 2022-04-05
5000. WI TREASURY N/B .125 0.125% 2/28/23   2021-03-16 2022-04-05
.9945 VANGUARD EUROPE PACIFIC ETF   2022-04-04 2022-04-05
20000. UNITED STATES TREAS 1.375% 8/31/23   2021-05-18 2022-04-06
35000. UNITED STATES TREAS 1.375% 8/31/23   2016-09-09 2022-04-06
30000. U S TREASURY NOTE   2018-10-25 2022-04-06
20000. UNITED STATES TREAS 1.375% 9/30/23   2016-10-27 2022-04-06
15000. U S TREASURY NOTE   2016-08-15 2022-04-11
10000. BROADCOM INC 4.7% 4/15/25   2020-08-14 2022-04-15
20000. GLAXOSMITHKLINE CAPI 3.375% 5/15/23   2018-05-10 2022-04-29
2360. ISHARES TR S&P MIDCAP 400 INDEX FD   2017-01-26 2022-04-29
5000. UNIV OF CALIFORNIA 3.063% 7/01/25   2017-05-05 2022-05-02
37.58 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2022-05-16
.7789 J P MORGAN CHASE & CO   2022-05-04 2022-05-18
10000. NISOURCE FINANCE CORP 3.49% 5/15/27   2017-05-11 2022-05-20
10000. US TREASURY NOTE 2.875% 11/30/23   2021-12-22 2022-05-31
5000. U S TREASURY BOND 2.5% 1/31/24   2019-02-07 2022-05-31
15000. UNITED STATES TREAS 1.375% 9/30/23   2016-10-27 2022-05-31
45000. U S TREASURY NOTE   2016-11-09 2022-05-31
5000. US GOVT 0.375% 11/30/23   2021-11-30 2022-05-31
25000. APPLE INC 1.8% 9/11/24   2019-09-04 2022-06-01
15000. CVS HEALTH CORP 1.3% 8/21/27   2020-10-06 2022-06-02
25000. U S TREASURY BOND 2.5% 1/31/24   2019-02-07 2022-06-08
1222.47 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2022-06-16
.8777 VANGUARD EUROPE PACIFIC ETF   2022-06-30 2022-07-05
15000. SUMITOMO MITSUI FINL 2.784% 7/12/22   2019-10-22 2022-07-12
35.07 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2022-07-16
20000. U S TREASURY BOND 2.5% 1/31/24   2019-02-07 2022-07-18
5000. U S TREASURY NOTE 1.0% 1/31/24   2022-02-16 2022-07-18
.1871 AMGEN INC   2022-06-16 2022-07-19
5000. HEALTHCARE REALTY TR 3.625% 1/15/28   2021-01-01 2022-07-22
25000. U S TREASURY NOTE 1.0% 1/31/24   2022-02-16 2022-08-02
25000. FEDERAL HOME LOAN BANK 2.0% 7/14/23   2022-05-23 2022-08-10
35.15 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2022-08-16
.9658 J P MORGAN CHASE & CO   2022-08-15 2022-08-17
15000. UNITED STATES TREAS 2.375% 2/29/24   2022-07-12 2022-08-17
10000. UNITED STATES TREAS 0.25% 3/15/24   2021-03-16 2022-08-17
10000. U S TREASURY NOTE 1.0% 1/31/24   2022-02-16 2022-08-17
15000. UNITED STATES TREAS 0.25% 3/15/24   2021-03-16 2022-09-01
25000. WI TREASURY SEC. 2.125% 3/31/24   2022-04-06 2022-09-01
5000. CALIFORNIA ST 3.375% 4/01/25   2019-10-10 2022-09-07
35.22 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2022-09-16
15000. MICROSOFT CORP 3.125% 11/03/25   2015-10-29 2022-09-22
10000. ROYAL BANK OF CANADA 4.65% 1/27/26   2016-06-06 2022-09-22
5000. CATERPILLAR FINL SER 0.9% 3/02/26   2021-02-22 2022-09-26
490.3422 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-09-29
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 42   42  
b 14,981   15,050 -69
c 76   76  
d 25,435   24,685 750
e 50,000   43,747 6,253
15,299   14,880 419
238   238  
104   106 -2
32   36 -4
298,789   273,620 25,169
5,000   5,000  
200,097   168,873 31,224
24,253   23,323 930
21,371   22,405 -1,034
54,272   40,368 13,904
20,235   20,363 -128
30,353   30,215 138
111   111  
10,334   9,978 356
15,316   14,895 421
10,252   9,975 277
25,275   25,107 168
29,877   29,992 -115
8,873   19,930 -11,057
4   4  
58   57 1
42   42  
200,884   178,931 21,953
75,145   71,486 3,659
23,321   15,293 8,028
9   3 6
39,500   39,521 -21
8   7 1
303,649   203,904 99,745
450,632   198,255 252,377
11,497   11,805 -308
14,793   14,994 -201
66   71 -5
10,000   10,000  
10,060   9,911 149
19,906   20,095 -189
4,780   5,353 -573
4,929   4,998 -69
48   48  
19,762   20,528 -766
34,583   34,663 -80
30,189   29,732 457
19,731   19,731  
14,320   15,741 -1,421
10,436   11,442 -1,006
20,175   19,890 285
598,323   401,011 197,312
4,951   5,000 -49
38   35 3
96   93 3
9,725   9,998 -273
10,081   10,421 -340
5,007   5,008 -1
14,830   14,830  
44,578   44,694 -116
4,865   4,995 -130
24,467   24,943 -476
13,259   14,841 -1,582
24,932   25,042 -110
1,222   1,151 71
36   36  
15,000   15,231 -231
35   33 2
19,786   20,034 -248
4,825   4,936 -111
42   46 -4
4,958   4,958  
24,202   24,681 -479
24,834   25,000 -166
35   33 2
109   111 -2
14,798   14,839 -41
9,536   9,977 -441
9,657   9,872 -215
14,269   14,965 -696
24,514   24,865 -351
4,946   5,324 -378
35   33 2
14,470   14,996 -526
9,849   10,391 -542
4,419   4,989 -570
33,520   37,409 -3,889
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
      379,930
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        
b       -69
c        
d       750
e       6,253
      419
       
      -2
      -4
      25,169
       
      31,224
      930
      -1,034
      13,904
      -128
      138
       
      356
      421
      277
      168
      -115
      -11,057
       
      1
       
      21,953
      3,659
      8,028
      6
      -21
      1
      99,745
      252,377
      -308
      -201
      -5
       
      149
      -189
      -573
      -69
       
      -766
      -80
      457
       
      -1,421
      -1,006
      285
      197,312
      -49
      3
      3
      -273
      -340
      -1
       
      -116
      -130
      -476
      -1,582
      -110
      71
       
      -231
      2
      -248
      -111
      -4
       
      -479
      -166
      2
      -2
      -41
      -441
      -215
      -696
      -351
      -378
      2
      -526
      -542
      -570
      -3,889
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,014,980
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 19,079
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 19,079
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 24,824
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,824
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 5,745
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,745 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 234-1634

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    William Collin CO Annette Calgaro CO-TRUSTEE
    5
    55,000    
    PO BOX 185
    PITTSBURGH,PA152300185
    Hubbard Galbraith CO Annette Calga CO-TRUSTEE
    5
    55,000    
    PO BOX 185
    PITTSBURGH,PA152300185
    BNY MELLON N A TRUSTEE
    1
    102,479    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,899,066
    b
    Average of monthly cash balances.......................
    1b
    831,922
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,730,988
    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
    22,730,988
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    340,965
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,390,023
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,119,501
    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
    1,119,501
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,079
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,079
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,100,422
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    15,000
    5
    Add lines 3 and 4............................
    5
    1,115,422
    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
    1,115,422
    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 1,115,422
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 36,172
    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$ 1,080,305
    a Applied to 2020, but not more than line 2a 36,172
    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..... 1,044,133
    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 ..........
    71,289
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    LAUGHLIN CHILDREN'S CENTER
    424 FREDERICK AVE
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 15,000
    HISTORICAL SOCIETY OF WESTERN
    PENNSYLVANIA
    1212 SMALLMAN STREET
    Pittsburgh,PA15222
    NONE PC GENERAL OPERATING 10,000
    MISS PORTER'S SCHOOL
    60 MAIN ST
    Farmington,CT06032
    NONE PC GENERAL OPERATING 25,000
    CONE HEALTH
    3903 N ELM ST
    Greensboro,NC27455
    NONE PC GENERAL OPERATING 10,000
    THE SALVATION ARMY BOY & GIRLS CLUB OF
    GREENSBORO
    1306 E LEE ST
    GREENSBORO,NC27406
    NONE PC GENERAL OPERATING 10,000
    AMERICAN CANCER SOCIETY
    320 BILMAR DRIVE
    PITTSBURGH,PA15205
    NONE PC GENERAL OPERATING 10,000
    NORTHSTAR ACADEMY
    3790 GOODMAN ROAD EAST
    SOUTHAVEN,MS38672
    NONE PC GENERAL OPERATING 7,500
    COMMUNITY HOUSING SOLUTIONS
    1031 SUMMIT AVE STE 1E-1
    Greensboro,NC27405
    NONE PC GENERAL OPERATING 12,000
    HIGHER ACHIEVEMENT RICHMOND
    4009 FITZHUGH AVE 200
    Richmond,VA23230
    NONE PC GENERAL OPERATING 10,000
    SHELTERING ARMS
    140 EASTSHORE DR
    Glen Allen,VA23059
    NONE PC GENERAL OPERATING 5,000
    NEWARK ACADEMY
    91 S ORANGE AVE
    Livingston,NJ07039
    NONE PC GENERAL OPERATING 10,000
    SALVATION ARMY
    PO BOX 742
    CARNEGIE,PA15016
    NONE PC GENERAL OPERATING 15,000
    JACOBUS VANDERVEER HOUSE
    PO BOX 723
    BEDMINSTER,NJ07921
    NONE PC GENERAL OPERATING 10,000
    SEWICKLEY PUBLIC LIBRARY
    500 THORN STREET
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 15,000
    CARNEGIE MUSEUMS OF PITTSBURGH
    4400 FORBES AVENUE
    Pittsburgh,PA15213
    NONE PC GENERAL OPERATING 20,000
    SEWICKLEY YMCA
    625 BLACKBURN ROAD
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 25,000
    WQED PITTSBURGH
    4802 FIFTH AVENUE
    Pittsburgh,PA15213
    NONE PC GENERAL OPERATING 15,000
    WESTMORELAND MUSEUM OF AMERICAN ART
    221 NORTH MAIN STREET
    Greensburg,PA15601
    NONE PC GENERAL OPERATING 10,000
    UNION AID SOCIETY
    601 THORN STREET
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 10,000
    PITTSBURGH OPERA
    2425 LIBERTY AVENUE
    Pittsburgh,PA15222
    NONE PC GENERAL OPERATING 312,000
    WESTERN PENNSYLVANIA SCHOOL FOR
    BLIND CHILDREN
    201 N BELLEFIELD AVE
    Pittsburgh,PA15213
    NONE PC GENERAL OPERATING 75,000
    SWEETWATER ART CENTER
    200 BROAD STREET
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 10,000
    RIVER CITY BRASS BAND
    500 GRANT STREET SUITE 2720
    Pittsburgh,PA15219
    NONE PC GENERAL OPERATING 5,000
    PITTSBURGH ZOO
    ONE WILD PLACE
    Pittsburgh,PA15206
    NONE PC GENERAL OPERATING 30,000
    GREATER PGH FOOD BANK
    1 N LINDEN STREET
    Duquesne,PA15110
    NONE PC GENERAL OPERATING 15,000
    WATSON INSTITUTE
    301 CAMP MEETING ROAD
    Sewickley,PA15143
    NONE PC GENERAL OPERATING 15,000
    EXTRA MILE EDUCATION FOUNDATION
    111 BOULEVARD OF THE ALLIES
    Pittsburgh,PA15222
    NONE PC GENERAL OPERATING 10,000
    PITTSBURGH CIVIC LIGHT OPERA
    719 LIBERTY AVENUE BENEDUM CENTER
    Pittsburgh,PA15222
    NONE PC GENERAL OPERATING 5,000
    PITTSBURGH HISTORY &
    LANDMARKS FOUNDATION
    100 W STATION SQUARE DR
    PITTSBURGH,PA15219
    NONE PC GENERAL OPERATING 15,000
    ZACHARYS MISSION
    766 WHITEBREAD RD
    GREENSBURG,PA156013124
    NONE PC GENERAL OPERATING 1,500
    INVISION HUMAN SERVICES
    12450 PERRY HIGHWAY
    WEXFORD,PA150907387
    NONE PC GENERAL OPERATING 10,000
    OPERATION WARM
    6 DICKINSON DRIVE SUITE 314
    Chadds Ford,PA19317
    NONE PC GENERAL OPERATING 5,000
    BEVERLYS BIRTHDAYS
    9799 LAUREL AVE
    N HUNTINGDON,PA156422653
    NONE PC GENERAL OPERATING 5,000
    RICHMOND SPCA
    ROBINS-STARR HUMANE CENTER
    Richmond,VA23220
    NONE PC GENERAL OPERATING 38,000
    GATEWAY REHABILITATION
    100 MOFFET RUN ROAD
    ALIQUIPPA,PA15001
    NONE PC GENERAL OPERATING 15,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400218
    Charlottesville,VA22904
    NONE PC GENERAL OPERATING 15,000
    ST ANDREWS SCHOOL
    227 SOUTH CHERRY STREET
    Richmond,VA23220
    NONE PC GENERAL OPERATING 5,000
    KINGS MOUNTAIN WOMEN'S CLUB
    705 MARION ST
    KINGS MTN,NC28086
    NONE PC GENERAL OPERATING 6,000
    EARLIERORG
    PO BOX 10363
    GREENSBORO,NC27404
    NONE PC GENERAL OPERATING 10,000
    HUMANE SOLUTION
    PO BOX 20712
    Winston Salem,NC27120
    NONE PC GENERAL OPERATING 2,500
    UNIVERSITY OF NORTH CAROLINA GREENSBORO
    1400 SPRING GARDEN ST
    GREENSBORO,NC27412
    NONE PC GENERAL OPERATING 11,500
    HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    NONE PC GENERAL OPERATING 5,000
    WAKE FOREST UNIVERSITY HEALTH
    1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27109
    NONE PC GENERAL OPERATING 20,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114
    NONE PC GENERAL OPERATING 10,000
    THE BOLLING HAXALL HOUSE FOUNDATION
    211 E FRANKLIN STREET
    RICHMOND,VA23219
    NONE PC GENERAL OPERATING 1,000
    EYE AND EAR FOUNDATION
    203 LOTHROP ST SUITE 251
    Pittsburgh,PA15213
    NONE PC GENERAL OPERATING 25,000
    JUNIOR ACHIEVEMENT
    90 EMERSON LN SUITE 1403
    Bridgeville,PA15017
    NONE PC GENERAL OPERATING 10,000
    UNIVERSITY OF PITTSBURGH
    PITTSBURGH PA 15259
    PITTSBURGH,PA15260
    NONE PC GENERAL OPERATING 25,000
    LELY HIGH SCHOOL
    ATTN PRINCIPAL ELLEN KEEGAN
    NAPLES,FL34113
    NONE PC GENERAL OPERATING 5,000
    NATURE CONSERVANCY RICHMOND
    530 EAST MAIN STREET SUITE 800
    RICHMOND,VA23219
    NONE PC GENERAL OPERATING 5,000
    MEMORIAL SLOAN KETTERING CANCER CTR
    MEMORIAL SLOAN KETTERING CANCER CTR
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING 10,000
    PITTSBURGH SYMPHONY INC
    600 PENN AVENUE-HEINZ HALL
    PITTSBURGH,PA15222
    NONE PC GENERAL OPERATING 15,000
    Total .................................bullet 3a 992,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,014,980  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP/S-CORP
    900099 23,519 1 10,705  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 23,519 1,511,195  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,534,714
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    037833DM9 APPLE INC      
    06367WHH9 BANK OF MONTREAL AT COST 24,949 24,447
    105340AQ6 BRANDYWINE OPER PART AT COST 9,925 8,801
    21684AAF3 COOPERATIEVE RABOBAN AT COST 29,310 27,636
    46625HJJ0 JPMORGAN CHASE & CO AT COST 28,941 29,811
    539439AP4 LLOYDS BANKING GROUP AT COST 14,310 14,965
    57582PWK2 MASSACHUSETTS ST      
    580135101 MC DONALDS CORPORATI AT COST 15,324 20,767
    594918104 MICROSOFT CORP COM AT COST 34,763 53,101
    82481LAD1 SHIRE ACQ INV IRELAN AT COST 14,982 13,835
    845437BR2 SOUTHWESTERN ELECTRI AT COST 10,000 9,232
    88579Y101 3M CO AT COST 14,990 8,509
    9128284A5 UNITED STATES TREAS      
    9128286T2 UNITED STATES TREAS AT COST 61,744 54,295
    91412HFG3 UNIVERSITY OF CALIFO AT COST 20,000 18,041
    02079K305 ALPHABET INC/CA AT COST 62,327 145,388
    031162100 AMGEN INC AT COST 47,291 63,613
    13063DGB8 CALIFORNIA ST AT COST 5,037 4,862
    172967JT9 CITIGROUP INC AT COST 40,337 38,877
    21036P108 CONSTELLATION BRANDS AT COST 20,050 57,420
    30303M102 FACEBOOK INC AT COST 26,773 21,030
    45866F104 INTERCONTINENTALEXCH AT COST 19,887 19,425
    46266C105 IQVIA HOLDINGS INC AT COST 24,720 47,096
    464287200 ISHARES S&P 500 INDE AT COST 2,682,054 4,296,627
    464288273 ISHARES MSCI EAFE SM AT COST 301,543 282,924
    682680AS2 ONEOK INC AT COST 9,985 9,176
    780082AD5 ROYAL BANK OF CANADA AT COST 14,968 14,594
    912828YB0 UNITED STATES TREASU AT COST 40,405 34,495
    912828X88 UNITED STATES TREASU AT COST 10,637 9,269
    9128286A3 U S TREASURY BOND      
    084670702 BERKSHIRE HATHAWAY I AT COST 25,217 54,739
    38378B7N3 GNMA GTD REMIC P/T 1      
    594918BJ2 MICROSOFT CORP AT COST 14,708 14,404
    65339F101 NEXTERA ENERGY INC AT COST 19,843 28,228
    H1467J104 CHUBB LTD AT COST 26,030 42,560
    02209S103 ALTRIA GROUP INC AT COST 29,280 40,380
    78464A763 SPDR SER TR AT COST 481,033 524,050
    833034AK7 SNAP-ON INC AT COST 10,015 9,386
    912828XQ8 U S TREASURY NOTE      
    921943858 VANGUARD EUROPE PACI AT COST 1,201,481 1,312,852
    92343VDD3 VERIZON COMMUNICATIO AT COST 26,614 27,248
    00771X419 G Q G PART EMERG MKT AT COST 378,562 389,363
    035240AQ3 ANHEUSER-BUSCH INBEV AT COST 15,174 14,612
    05565QCB2 BP CAPITAL MARKETS P AT COST 4,804 4,987
    05587K824 BNYM SEL MGR S/C VAL AT COST 520,715 510,273
    134429BE8 CAMPBELL SOUP CO AT COST 2,993 2,985
    25470DAL3 DISCOVERY COMMUNICAT AT COST 10,167 9,675
    26078JAB6 DOWDUPONT INC AT COST 10,353 9,938
    464287804 ISHARES TR S & P SMA AT COST 29,413 97,827
    84756NAF6 SPECTRA ENERGY PARTN AT COST 9,758 9,566
    912828R36 U S TREASURY NOTE AT COST 44,607 41,131
    91412GU94 UNIV OF CALIFORNIA      
    037833100 APPLE COMPUTER INC C AT COST 17,706 525,160
    65473QBE2 NISOURCE FINANCE COR      
    70450Y103 PAYPAL HOLDINGS INC AT COST 14,934 40,453
    74052BAA5 PREMIER HEALTH PART AT COST 20,000 17,691
    863667101 STRYKER CORP AT COST 14,850 30,381
    912828L57 UNITED STATES TREAS      
    9128282D1 UNITED STATES TREAS      
    9128283U2 UNITED STATES TREAS      
    9128285M8 U S TREASURY NOTE AT COST 20,794 19,004
    9128285Z9 U S TREASURY BOND      
    91324P102 UNITED HEALTH GROUP AT COST 24,138 126,260
    92826C839 VISA INC AT COST 11,906 22,206
    00287YAX7 ABBVIE INC AT COST 19,801 19,781
    05587K832 BNYM US EQUITY FUND- AT COST 1,573,070 1,611,717
    05588L409 BNYM GLBL EMRG MKTS- AT COST 318,559 345,042
    13063DAD0 CALIFORNIA ST      
    233203421 DFA EMERG MKTS CORE AT COST 390,946 386,070
    31428X106 FEDEX CORPORATION AT COST 19,653 9,354
    369550108 GENERAL DYNAMICS COR AT COST 25,240 26,521
    67066G104 NVIDIA CORP AT COST 1,719 9,711
    701094AM6 PARKER-HANNIFIN CORP AT COST 9,995 9,627
    744573AL0 PUBLIC SERVICE ENTER AT COST 9,987 9,984
    90265EAL4 U D R INC AT COST 14,594 13,614
    05587K857 BNYM INTL STCK-Y AT COST 518,053 558,419
    06051GFP9 BANK OF AMERICA CORP AT COST 24,463 24,104
    38141GWM2 GOLDMAN SACHS GR INC      
    46625H100 J P MORGAN CHASE & C AT COST 20,153 47,757
    9128284U1 U S TREASURY NOTE      
    9128285C0 UNITED STATES TREAS AT COST 19,920 19,302
    92343V104 VERIZON COMMUNICATIO AT COST 20,341 15,947
    68323AFC3 PROVINCE OF ONTARIO AT COST 19,980 19,627
    891906AE9 TOTAL SYSTEM SERVICE AT COST 14,938 14,885
    912828G38 U S TREASURY NOTE AT COST 45,841 43,165
    912828T26 UNITED STATES TREAS      
    989207105 ZEBRA TECHNOLOGIES C AT COST 15,200 65,503
    05588F709 BNYM GLBL RL EST SEC AT COST 415,559 374,093
    101137107 BOSTON SCIENTIFIC CO AT COST 20,077 39,698
    370334CC6 GENERAL MILLS 3 AT COST 10,000 10,051
    377372AL1 GLAXOSMITHKLINE CAPI      
    421946AK0 HEALTHCARE REALTY TR      
    42225UAD6 HEALTHCARE TRUST OF AT COST 5,183 4,607
    464287507 ISHARES TR S&P MIDCA AT COST 1,124,224 1,454,132
    57636Q104 MASTERCARD INC AT COST 32,029 48,338
    6174824M3 MORGAN STANLEY AT COST 30,989 30,006
    912828T91 U S TREASURY NOTE      
    912828V49 U S TREASURY INFLATI AT COST 54,387 51,556
    912828V98 UNITED STATES TREAS AT COST 52,031 50,837
    064159TE6 BANK OF NOVA SCOTIA AT COST 19,975 19,824
    38141G104 GOLDMAN SACHS GROUP AT COST 14,791 24,909
    822582CF7 SHELL INTERNATIONAL      
    73358W4V3 PORT AUTHORITY OF NE AT COST 10,000 9,748
    668771108 NORTONLIFELOCK INC AT COST 20,394 22,154
    91282CAM3 UNITED STATES TREAS AT COST 64,949 57,769
    912828ZC7 TREASURY NOTE AT COST 30,109 27,860
    912828ZE3 U S TREASURY NOTE AT COST 10,008 8,579
    68389XBT1 ORACLE CORP AT COST 24,991 23,297
    023135BQ8 AMAZON.COM INC 0.8% AT COST 14,994 13,604
    092113AR0 BLACK HILLS CORP AT COST 14,948 12,567
    278642AV5 EBAY INC AT COST 15,152 13,920
    87612EBL9 TARGET CORP AT COST 9,983 9,431
    89236TGL3 TOYOTA MOTOR CREDIT AT COST 14,987 14,256
    912828ZJ2 US TREAS-CPI INFLAT      
    031162CT5 AMGEN INC AT COST 15,157 13,319
    3136G4H63 FEDERAL NATL MTG ASS AT COST 30,000 26,800
    337738AU2 FISERV INC AT COST 26,375 21,751
    341271AE4 STATE BOARD OF ADMIN AT COST 15,000 12,828
    78355HKQ1 RYDER SYSTEM INC AT COST 11,489 9,809
    80283LAY9 SANTANDER UK PLC AT COST 14,991 14,892
    912828YG9 UNITED STATES TREAS AT COST 24,951 22,697
    00206RKG6 AT&T INC AT COST 30,397 24,654
    912828ZB9 TREASURY NOTE AT COST 41,142 35,220
    912828ZN3 UNITED STATES TREAS AT COST 5,001 4,253
    00914AAF9 AIR LEASE CORP AT COST 14,844 13,802
    22160KAP0 COSTCO WHOLESALE COR AT COST 14,974 12,027
    14064D873 F&T BHVRL SM CAP EQ- AT COST 442,325 569,710
    86562MAQ3 SUMITOMO MITSUI FINL      
    225433AC5 CREDIT SUISSE GROUP AT COST 26,739 23,289
    254687FX9 WALT DISNEY COMPANY/ AT COST 16,040 12,412
    3134GWND4 FREDDIE MAC AT COST 30,000 26,922
    548661107 LOWES COMPANIES INC AT COST 19,182 22,537
    11135FBC4 BROADCOM INC      
    69371RR24 PACCAR FINANCIAL COR AT COST 14,983 14,196
    02666TAC1 AMERICAN HOMES 4 REN AT COST 9,851 7,540
    698813102 PAPA JOHNS INTL INC AT COST 19,697 14,352
    9DDI00547 MOLSSF LIQUIDATING T AT COST 6,211 5,565
    37045V100 GENERAL MOTORS CO AT COST 19,771 10,943
    369550BN7 GENERAL DYNAMICS COR AT COST 24,975 21,898
    91282CAQ4 UNITED STATES TREASU AT COST 31,032 26,966
    91282CCS8 U S TREASURY NOTE AT COST 29,255 24,245
    771195104 ROCHE HLDG LTD SPONS AT COST 24,630 23,153
    91282CBJ9 UNITED STATES TREAS AT COST 54,781 46,301
    91282CBN0 WI TREASURY N/B .125      
    04636NAA1 ASTRAZENECA FINANCE AT COST 15,017 13,143
    60770K107 MODERNA INC      
    91324PEC2 UNITEDHEALTH GROUP I AT COST 14,974 13,275
    060505104 BANK AMER CORP AT COST 25,161 21,140
    91282CBR1 UNITED STATES TREAS      
    14913R2K2 CATERPILLAR FINL SER AT COST 9,977 8,812
    37733W105 GLAXO SMITHKLINE PLC      
    023135106 AMAZON COM INC AT COST 19,209 13,560
    09247X101 BLACKROCK INC CL A AT COST 19,844 12,106
    254687106 DISNEY (WALT) COMPAN AT COST 19,920 10,188
    166764100 CHEVRONTEXACO CORP AT COST 14,668 21,551
    3130ALZS6 FEDERAL HOME LOAN BA AT COST 25,000 23,054
    24422EVR7 JOHN DEERE CAPITAL C AT COST 19,967 17,475
    025537101 AMERICAN ELECTRIC PO AT COST 15,147 14,697
    579780AR8 MCCORMICK & CO 0.9% AT COST 14,702 13,007
    548661DX2 LOWE'S COS INC 1.3% AT COST 9,993 8,072
    110122DN5 BRISTOL-MYERS SQUIBB AT COST 9,984 8,875
    651639106 NEWMONT MINING CORP AT COST 19,658 12,105
    921075297 VAN ECK CM COMMODITY AT COST 327,452 316,781
    02665WDZ1 AMERICAN HONDA FINAN AT COST 20,004 17,418
    444859BP6 HUMANA INC AT COST 4,997 4,828
    912828ZT0 UNITED STATES TREAS AT COST 109,725 98,940
    126650DM9 CVS HEALTH CORP 1.3%      
    64990FD76 NEW YORK ST DORM AT COST 15,000 12,767
    91282CCB5 UNITED STATES TREAS AT COST 15,491 12,591
    87264ABZ7 T-MOBILE USA INC      
    617446448 MORGAN STANLEY DEAN AT COST 19,966 18,093
    036752AJ2 ANTHEM INC AT COST 15,754 14,156
    693475105 PNC FINANCIAL SERVIC AT COST 19,877 14,793
    872540AV1 T J X COS I 1.15% 5/ AT COST 19,962 16,263
    747525103 QUALCOMM INC AT COST 24,735 19,207
    539830109 LOCKHEED MARTIN CORP AT COST 25,213 27,040
    91282CCV1 U S TREASURY NOTE AT COST 29,618 25,398
    742718109 PROCTER & GAMBLE CO AT COST 25,250 22,725
    125269100 CF INDS HLDGS INC AT COST 24,802 55,825
    9DDQ00713 LIAB-COMMONFUND VIII      
    91282CDJ7 U S TREASURY NOTE AT COST 29,302 24,375
    91282CFE6 U S TREASURY NOTE AT COST 19,532 19,386
    91282CFJ5 WI TREASURY SEC. AT COST 39,422 37,962
    38141GYM0 GOLDMAN SACHS GROUP AT COST 25,000 21,379
    025816CV9 AMERICAN EXPRESS CO AT COST 19,998 19,502
    91282CFC0 U S TREASURY NOTE AT COST 34,219 32,162
    91282CDK4 U S TREASURY NOTE AT COST 49,943 44,494
    3133ENUH1 FEDERAL FARM CREDIT AT COST 25,000 23,610
    9EEA00772 LIAB-NEUBERGER SECON      
    38378BT82 GOVERNMENT NATIONAL AT COST 11,679 10,848
    3134GXS54 FREDDIE MAC AT COST 25,006 24,713
    3130ARDV0 FEDERAL HOME BANK LO AT COST 25,000 23,330
    126650CX6 C V S HEALTH CORP AT COST 15,165 14,147
    037833CJ7 APPLE INC AT COST 25,111 23,870
    69447T771 P F FLOATING RATE IN AT COST 306,901 290,167
    91282CEG2 WI TREASURY SEC. AT COST 24,865 24,250
    9EEB00796 NB SECONDARY OPPS FU AT COST 24,918 24,918
    91282CEQ0 WI TREASURY SEC. AT COST 80,078 76,985
    91282CDQ1 WI TREASURY N/B AT COST 49,904 44,412
    404280CX5 HSBC HOLDINGS PLC 2. AT COST 15,000 12,603
    717081103 PFIZER INC COM AT COST 20,221 15,972
    3130ARAB7 FEDERAL HOME LOAN BA AT COST 25,000 23,216
    405552100 HALEON PLC AT COST 4,589 4,263
    42225UAK0 HEALTHCARE TRUST OF AT COST 4,953 4,402
    9DDQ00721 COMMONFUND CAPITAL V AT COST 194,222 226,015
    90353T100 UBER TECHNOLOGIES IN AT COST 15,135 11,395
    91282CFB2 U S TREASURY NOTE AT COST 24,968 23,541
    91282CEF4 US TREASURY N/B AT COST 9,852 9,341
    37733W204 GSK PLC AT COST 19,984 16,481
    05587N794 BNYM GLBL RL RTRN -Y AT COST 300,000 287,515
    87264ABD6 T-MOBILE USA INC AT COST 16,433 13,843
    91282CEH0 W I TREASURY SEC. AT COST 4,957 4,802
    91282CEP2 WI TREASURY SEC. AT COST 24,716 23,113
    91282CAT8 WI TREASURY N/B .250 AT COST 8,881 8,856
    912828X70 UNITED STATES TREAS AT COST 54,373 53,051

    TY 2021 OtherDecreasesSchedule
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT ON CY SALES 9
    MF TIMING DIFFERENCE 3,989
    POAI CARRYOVER 397
    MOLSSF PARTNERSHIP ADJ 30,820
    ROUNDING 40


    TY 2021 OtherExpensesSchedule
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CHARITABLE EXPENSES - PR 3,313 0   3,313
    INVESTMENT EXPENSES-DIVIDEND I 69 69   0
    FROM PARTNERSHIP/S-CORP 6,016 6,016   0


    TY 2021 OtherIncomeSchedule2
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PARTNERSHIP/S-CORP 34,224 10,705  


    TY 2021 OtherIncreasesSchedule
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Description Amount
    PY RETURN OF CAPITAL ADJUSTMENT CALC 2
    RECOVERY OF GRANT 15,000
    POAI 158
    COMMONFUND CAPITAL PARTNERS VIII ADJ 1,991


    TY 2021 TaxesSchedule
    Name:
    CLAPP G H DECD CHAR AND ED TR
    EIN:
    25-6018976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,730 2,730   0
    FEDERAL ESTIMATES - PRINCIPAL 24,702 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,814 1,814   0
    FOREIGN TAXES ON NONQUALIFIED 481 481   0