efile Public Visual Render
ObjectId: 202212499349100801 - Submission: 2022-09-06
TIN: 13-6772877
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
05-01-2021
, and ending
04-30-2022
Name of foundation
E R TINKER CHAR TR UA 1957 # 859102
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
,
PA
152300185
A Employer identification number
13-6772877
B
Telephone number (see instructions)
(212) 922-8143
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
10,020,989
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
222,884
222,710
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
776,799
b
Gross sales price for all assets on line 6a
2,451,759
7
Capital gain net income (from Part IV, line 2)
...
776,799
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
999,683
999,509
13
Compensation of officers, directors, trustees, etc.
71,614
35,807
35,807
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)
...
28,204
5,398
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)
.......
750
750
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
100,568
41,205
0
36,557
25
Contributions, gifts, grants paid
.......
565,557
565,557
26
Total expenses and disbursements.
Add lines 24 and 25
666,125
41,205
0
602,114
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
333,558
b
Net investment income
(if negative, enter -0-)
958,304
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Page 2
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
437,444
500,290
500,290
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
0
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
7,060,432
7,346,179
9,520,699
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
7,497,876
7,846,469
10,020,989
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
7,497,876
7,846,469
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)
.....
7,497,876
7,846,469
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,497,876
7,846,469
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
7,497,876
2
Enter amount from Part I, line 27a
.....................
2
333,558
3
Other increases not included in line 2 (itemize)
3
15,037
4
Add lines 1, 2, and 3
..........................
4
7,846,471
5
Decreases not included in line 2 (itemize)
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,846,469
Form
990-PF
(2021)
Page 3
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
96. PROCTER & GAMBLE CO COM
2021-05-04
b
101. NIKE INC CL B
2018-02-14
2021-05-07
c
34. THERMO ELECTRON CORP
2019-02-28
2021-05-14
d
273. APPLE COMPUTER INC COM
2021-05-26
e
23. ABBOTT LABORATORIES
2020-01-23
2021-05-27
37. ABBVIE INC
2020-06-10
2021-05-27
5. ADOBE SYS INC COM
2013-02-04
2021-05-27
30. ADVANCED MICRO DEVICES INC
2021-05-27
11. AIR PRODUCTS AND CHEMICALS INC COMMON
2021-03-11
2021-05-27
3. ALPHABET INC/CA
2018-12-06
2021-05-27
3. AMAZON COM INC
2021-01-21
2021-05-27
80. AMERICAN INTERNATIONAL GROUP
2021-05-27
6. AMERICAN TOWER CORP-CL A
2021-05-27
2021-05-27
8. AMERIPRISE FINL INC
2021-02-19
2021-05-27
83. APPLE COMPUTER INC COM
2019-08-01
2021-05-27
70. BANK AMER CORP
2015-02-25
2021-05-27
1. BOOKING HOLDINGS INC
2021-04-26
2021-05-27
60. BOSTON SCIENTIFIC CORP COM
2020-07-17
2021-05-27
30. BRISTOL MYERS SQUIBB CO COM
2013-05-24
2021-05-27
14. CME GROUP INC
2021-05-27
34. CSX CORP COM
2017-01-13
2021-05-27
10. CVS CORP
2019-01-07
2021-05-27
20. CELANESE CORP DEL
2011-07-18
2021-05-27
40. CENTENE CORP DEL
2020-01-23
2021-05-27
1. CHARTER COMMUNICATIONS INC-A
2020-02-03
2021-05-27
31. CHEVRONTEXACO CORP
2018-03-29
2021-05-27
60. COCA-COLA CO USD
2019-10-21
2021-05-27
40. COMCAST CORP NEW CL A
2021-03-08
2021-05-27
2. COSTCO WHSL CORP NEW
2011-06-26
2021-05-27
11. CROWDSTRIKE HOLDINGS INC - A
2021-05-26
2021-05-27
12. DANAHER CORP COMMON
2021-02-03
2021-05-27
37. DEERE & COMPANY
2017-06-16
2021-05-27
9. DEERE & COMPANY
2017-06-16
2021-05-27
9. DISNEY (WALT) COMPANY HOLDING CO.
2011-07-18
2021-05-27
1. EQUINIX INC
2017-06-21
2021-05-27
40. EXELON CORP
2021-03-16
2021-05-27
11. F M C CORP COM NEW
2020-07-15
2021-05-27
25. FACEBOOK INC
2018-11-30
2021-05-27
40. GENERAL MOTORS CO
2021-05-07
2021-05-27
15. HOME DEPOT INC USD 0.05
2021-01-15
2021-05-27
17. HONEYWELL INTL INC
2004-12-07
2021-05-27
15. ILLINOIS TOOL WORKS INC COM
2014-08-15
2021-05-27
3. INTUIT INC COM
2020-02-19
2021-05-27
34. J P MORGAN CHASE & CO
2021-05-27
10. KLA TENCOR CORP
2021-02-23
2021-05-27
30. LAS VEGAS SANDS CORP
2020-09-02
2021-05-27
8. ESTEE LAUDER COMPANIES INC CL A
2021-04-16
2021-05-27
11. ELI LILLY & CO COM
2020-06-23
2021-05-27
10. LIVE NATION INC
2021-03-01
2021-05-27
20. LUMENTUM HOLDINGS INC
2020-07-06
2021-05-27
57. MICROSOFT CORP COM
2021-05-27
60. MICRON TECHNOLOGY
2020-09-04
2021-05-27
10. MONDELEZ INTERNATIONAL INC
2016-03-22
2021-05-27
6. NETFLIX COM INC
2021-04-16
2021-05-27
20. NEXTERA ENERGY INC
2018-05-09
2021-05-27
20. NIKE INC CL B
2021-05-27
6. NVIDIA CORP
2020-01-09
2021-05-27
43. O'REILLY AUTOMOTIVE INC
2020-04-24
2021-05-27
19. PAYPAL HOLDINGS INC
2021-04-06
2021-05-27
30. PHILIP MORRIS INTERNATIONAL
2018-05-04
2021-05-27
17. PIONEER NAT RES CO
2021-02-25
2021-05-27
10. PROCTER & GAMBLE CO COM
2019-01-17
2021-05-27
40. RAYTHEON TECHNOLOGIES CORP
2021-05-27
2021-05-27
8. S & P GLOBAL INC
2021-01-07
2021-05-27
6. SALESFORCE COM INC
2012-03-01
2021-05-27
13. SEMPRA ENERGY
2020-01-31
2021-05-27
20. SIMON PPTY GROUP INC NEW
2021-05-27
2021-05-27
9. SKYWORKS SOLUTIONS INC
2020-09-09
2021-05-27
10. SQUARE INC - A
2019-04-10
2021-05-27
90. SYNCHRONY FINANCIAL
2021-05-27
11. T -MOBILE US INC
2017-09-11
2021-05-27
25. TEXAS INSTRUMENTS INC
2021-03-05
2021-05-27
4. TRADE DESK INC/THE
2021-05-26
2021-05-27
4. THERMO ELECTRON CORP
2019-02-28
2021-05-27
50. TRUIST FINL CORP
2019-11-06
2021-05-27
12. UNITED HEALTH GROUP INC
2020-11-11
2021-05-27
30. VALERO ENERGY CORP NEW
2021-02-25
2021-05-27
28. VISA INC
2020-08-03
2021-05-27
40. VOYA FINANCIAL INC
2021-05-27
10. YUM BRANDS INC
2011-10-28
2021-05-27
9. ATLASSIAN CORP PLC-CLASS A
2021-05-26
2021-05-27
26. EATON CORP PLC
2020-10-07
2021-05-27
20. HORIZON THERAPEUTICS PUB LTD CO
2020-11-11
2021-05-27
35. MEDTRONIC PLC
2021-05-14
2021-05-27
20. TRANE TECHNOLOGIES PLC
2012-02-16
2021-05-27
172. ABBOTT LABORATORIES
2021-06-01
201. APPLE COMPUTER INC COM
2019-08-01
2021-06-14
67. ELI LILLY & CO COM
2020-06-23
2021-06-14
68. TEXAS INSTRUMENTS INC
2021-06-14
188. YUM BRANDS INC
2021-06-14
290. LAS VEGAS SANDS CORP
2020-09-02
2021-06-15
480. LAS VEGAS SANDS CORP
2021-06-23
90. LUMENTUM HOLDINGS INC
2020-02-24
2021-06-24
11. TEXAS INSTRUMENTS INC
2020-06-04
2021-06-24
17. TEXAS INSTRUMENTS INC
2020-07-06
2021-06-24
82. HOME DEPOT INC USD 0.05
2021-07-06
200. BANK AMER CORP
2015-02-25
2021-07-16
52. J P MORGAN CHASE & CO
2017-11-21
2021-07-16
19. VISA INC
2015-10-19
2021-07-29
34. VISA INC
2020-08-03
2021-07-29
210. MONDELEZ INTERNATIONAL INC
2021-06-15
2021-07-30
134. PHILIP MORRIS INTERNATIONAL
2021-07-30
320. MONDELEZ INTERNATIONAL INC
2021-08-04
30. MONDELEZ INTERNATIONAL INC
2021-06-15
2021-08-04
220. F M C CORP COM NEW
2020-07-15
2021-08-05
70. MICRON TECHNOLOGY
2020-09-04
2021-08-11
21. SQUARE INC - A
2019-04-10
2021-08-11
240. VALERO ENERGY CORP NEW
2021-08-11
50000. U S TREASURY NOTE
2011-11-25
2021-08-15
79. HOME DEPOT INC USD 0.05
2021-08-17
3. HOME DEPOT INC USD 0.05
2021-02-03
2021-08-17
94. NIKE INC CL B
2015-04-21
2021-08-19
120. COCA-COLA CO USD
2021-08-27
130. COCA-COLA CO USD
2020-11-11
2021-08-27
93. APPLE COMPUTER INC COM
2019-08-01
2021-09-20
490. BRISTOL MYERS SQUIBB CO COM
2021-09-20
202. PROCTER & GAMBLE CO COM
2021-09-27
78. FACEBOOK INC
2018-11-30
2021-09-30
69. TEXAS INSTRUMENTS INC
2020-06-04
2021-09-30
170. PHILIP MORRIS INTERNATIONAL
2021-10-05
188. SEMPRA ENERGY
2020-01-31
2021-10-07
75. SEMPRA ENERGY
2021-03-16
2021-10-07
400. COMCAST CORP NEW CL A
2021-03-08
2021-10-11
142. TEXAS INSTRUMENTS INC
2021-10-13
178. DISNEY (WALT) COMPANY HOLDING CO.
2021-10-18
96. APPLE COMPUTER INC COM
2019-08-01
2021-10-25
66. LUMENTUM HOLDINGS INC
2021-10-25
89. LUMENTUM HOLDINGS INC
2021-10-26
179. FACEBOOK INC
2021-10-27
115. LUMENTUM HOLDINGS INC
2020-02-28
2021-10-27
100. TEXAS INSTRUMENTS INC
2021-10-27
103. ADVANCED MICRO DEVICES INC
2021-09-30
2021-11-05
230. BOSTON SCIENTIFIC CORP COM
2021-06-01
2021-11-05
100. BOSTON SCIENTIFIC CORP COM
2021-11-05
250. COCA-COLA CO USD
2021-11-05
121. MEDTRONIC PLC
2021-11-05
52. MEDTRONIC PLC
2019-08-16
2021-11-15
68. MEDTRONIC PLC
2021-03-05
2021-11-15
498. VISA INC
2021-11-19
24. BOOKING HOLDINGS INC
2021-11-22
126. MEDTRONIC PLC
2021-11-23
200. AMERICAN INTERNATIONAL GROUP
2021-11-24
102. EATON CORP PLC
2020-10-07
2021-11-24
89. TRANE TECHNOLOGIES PLC
2012-02-16
2021-11-24
10. COMCAST CORP NEW CL A
2012-04-13
2021-11-26
210. COMCAST CORP NEW CL A
2021-03-05
2021-11-26
68. NIKE INC CL B
2021-10-05
2021-11-26
295. PHILIP MORRIS INTERNATIONAL
2021-12-03
500. COMCAST CORP NEW CL A
2012-04-13
2021-12-20
101. SALESFORCE COM INC
2021-12-20
139. MEDTRONIC PLC
2021-12-20
28. ADOBE SYS INC COM
2013-02-04
2022-01-05
24. ADOBE SYS INC COM
2021-06-14
2022-01-05
3189.491 BNYM INTL SMALL CAP-Y
2022-01-10
98. AIR PRODUCTS AND CHEMICALS INC COMMON
2022-01-14
115. AIR PRODUCTS AND CHEMICALS INC COMMON
2022-01-14
49. AIR PRODUCTS AND CHEMICALS INC COMMON
2020-03-25
2022-01-18
117. TEXAS INSTRUMENTS INC
2022-01-20
400. PULTE GROUP INC
2022-01-27
220. CHEVRONTEXACO CORP
2022-01-31
24. CHEVRONTEXACO CORP
2021-06-14
2022-01-31
52. PAYPAL HOLDINGS INC
2019-04-10
2022-02-02
74. PAYPAL HOLDINGS INC
2022-02-02
211. MEDTRONIC PLC
2018-05-31
2022-02-02
65. FACEBOOK INC
2022-02-03
320. GENERAL MOTORS CO
2022-02-07
500. PULTE GROUP INC
2021-09-27
2022-02-07
103. TRANE TECHNOLOGIES PLC
2012-02-16
2022-02-09
29. ADOBE SYS INC COM
2013-02-04
2022-02-18
39. INTUIT INC COM
2022-02-22
42. HOME DEPOT INC USD 0.05
2011-07-18
2022-02-25
177. SKYWORKS SOLUTIONS INC
2022-02-25
16. TESLA MOTORS INC
2021-08-27
2022-02-25
850. GENERAL MOTORS CO
2022-03-17
61. SIMON PPTY GROUP INC NEW
2021-05-27
2022-03-17
3. ACCENTURE PLC IRELAND SHS CL A
2021-12-20
2022-03-17
93. ACCENTURE PLC IRELAND SHS CL A
2022-03-17
136. SIMON PPTY GROUP INC NEW
2021-03-15
2022-03-18
44. SIMON PPTY GROUP INC NEW
2021-05-27
2022-03-18
190. TRADE DESK INC/THE
2021-11-05
2022-03-30
162. SIMON PPTY GROUP INC NEW
2021-03-15
2022-04-07
1290. BOSTON SCIENTIFIC CORP COM
2022-04-08
260. CONSTELLATION ENERGY CORP
2022-04-08
111. PIONEER NAT RES CO
2022-01-31
2022-04-08
260. BANK AMER CORP
2015-02-25
2022-04-12
31. MASTERCARD INC
2021-11-19
2022-04-12
104. NETFLIX COM INC
2022-04-20
24. NETFLIX COM INC
2021-06-24
2022-04-20
41. CHARTER COMMUNICATIONS INC-A
2022-04-29
26. CHARTER COMMUNICATIONS INC-A
2022-04-29
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CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
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
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
(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
12,967
8,823
4,144
b
13,909
6,853
7,056
c
15,627
8,831
6,796
d
34,673
14,834
19,839
e
2,684
2,085
599
4,189
3,624
565
2,501
191
2,310
2,341
700
1,641
3,279
3,029
250
7,128
3,196
3,932
9,744
9,962
-218
4,177
4,464
-287
1,527
1,530
-3
2,059
1,787
272
10,450
4,506
5,944
2,952
1,155
1,797
2,329
2,452
-123
2,514
2,256
258
1,977
1,414
563
3,041
2,673
368
3,415
1,315
2,100
865
689
176
3,304
1,066
2,238
2,934
2,694
240
691
536
155
3,186
3,532
-346
3,287
3,254
33
2,278
2,206
72
770
157
613
2,423
2,438
-15
3,047
2,882
165
13,314
4,735
8,579
3,256
1,152
2,104
1,601
352
1,249
734
436
298
1,796
1,738
58
1,279
1,179
100
8,251
3,510
4,741
2,384
2,355
29
4,797
4,114
683
3,917
567
3,350
3,470
1,302
2,168
1,291
917
374
5,538
3,399
2,139
3,172
3,167
5
1,757
1,519
238
2,427
2,499
-72
2,182
1,766
416
895
932
-37
1,624
1,698
-74
14,235
7,810
6,425
5,043
2,763
2,280
633
402
231
3,015
3,270
-255
1,466
793
673
2,744
1,055
1,689
3,732
1,463
2,269
22,825
16,539
6,286
4,908
4,819
89
2,898
2,469
429
2,572
2,573
-1
1,369
913
456
3,538
3,532
6
3,044
2,634
410
1,361
217
1,144
1,762
2,082
-320
2,561
2,564
-3
1,538
1,235
303
2,226
748
1,478
4,270
2,427
1,843
1,548
693
855
4,716
4,067
649
2,357
2,316
41
1,869
1,039
830
3,062
2,746
316
4,937
4,244
693
2,411
2,351
60
6,344
5,357
987
2,594
1,540
1,054
1,197
387
810
2,096
2,077
19
3,761
2,772
989
1,830
1,507
323
4,419
4,388
31
3,714
495
3,219
18,363
9,471
8,892
26,001
10,912
15,089
15,077
10,757
4,320
12,828
10,406
2,422
22,135
7,254
14,881
15,613
14,688
925
25,533
23,642
1,891
7,360
7,237
123
2,066
1,411
655
3,194
2,202
992
26,167
22,475
3,692
7,660
3,300
4,360
7,931
5,160
2,771
4,724
1,464
3,260
8,453
6,505
1,948
13,286
13,393
-107
13,363
10,945
2,418
19,771
12,584
7,187
1,854
1,913
-59
20,552
23,577
-3,025
5,198
3,224
1,974
5,696
1,571
4,125
15,810
16,813
-1,003
50,000
50,789
-789
25,260
4,706
20,554
959
822
137
15,540
4,708
10,832
6,674
6,485
189
7,230
7,047
183
13,260
5,049
8,211
29,577
22,665
6,912
28,642
18,367
10,275
26,538
10,951
15,587
13,299
8,851
4,448
16,377
11,645
4,732
23,648
30,104
-6,456
9,434
9,839
-405
21,166
22,063
-897
26,596
17,582
9,014
30,390
6,742
23,648
14,267
5,212
9,055
5,404
5,206
198
7,238
6,806
432
56,438
24,987
31,451
9,319
8,783
536
18,581
11,330
7,251
14,245
10,619
3,626
9,966
9,901
65
4,333
3,758
575
14,195
13,438
757
14,969
14,878
91
6,165
5,340
825
8,061
7,886
175
100,231
38,087
62,144
55,400
56,151
-751
14,272
12,655
1,617
11,604
10,186
1,418
17,424
10,876
6,548
17,371
2,201
15,170
511
148
363
10,734
11,420
-686
11,442
10,251
1,191
26,083
12,118
13,965
24,074
7,411
16,663
25,013
3,595
21,418
13,813
12,665
1,148
14,639
1,071
13,568
12,548
13,388
-840
47,077
44,182
2,895
28,526
21,588
6,938
33,474
31,539
1,935
14,010
9,809
4,201
20,796
11,462
9,334
20,077
19,954
123
28,924
24,455
4,469
3,155
2,580
575
6,892
5,580
1,312
9,808
20,213
-10,405
21,747
18,227
3,520
15,402
3,586
11,816
16,278
18,663
-2,385
24,369
24,161
208
16,670
2,547
14,123
12,877
1,109
11,768
18,787
11,632
7,155
13,011
1,507
11,504
24,523
23,306
1,217
12,830
11,360
1,470
36,730
47,275
-10,545
8,029
7,819
210
956
1,157
-201
29,640
34,062
-4,422
17,721
16,426
1,295
5,733
5,640
93
13,887
13,196
691
20,264
19,566
698
57,890
46,623
11,267
16,625
7,350
9,275
28,205
24,285
3,920
10,195
4,290
5,905
10,807
10,680
127
22,855
47,376
-24,521
5,274
12,386
-7,112
17,224
27,882
-10,658
10,922
13,043
-2,121
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
205,456
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
4,144
b
7,056
c
6,796
d
19,839
e
599
565
2,310
1,641
250
3,932
-218
-287
-3
272
5,944
1,797
-123
258
563
368
2,100
176
2,238
240
155
-346
33
72
613
-15
165
8,579
2,104
1,249
298
58
100
4,741
29
683
3,350
2,168
374
2,139
5
238
-72
416
-37
-74
6,425
2,280
231
-255
673
1,689
2,269
6,286
89
429
-1
456
6
410
1,144
-320
-3
303
1,478
1,843
855
649
41
830
316
693
60
987
1,054
810
19
989
323
31
3,219
8,892
15,089
4,320
2,422
14,881
925
1,891
123
655
992
3,692
4,360
2,771
3,260
1,948
-107
2,418
7,187
-59
-3,025
1,974
4,125
-1,003
-789
20,554
137
10,832
189
183
8,211
6,912
10,275
15,587
4,448
4,732
-6,456
-405
-897
9,014
23,648
9,055
198
432
31,451
536
7,251
3,626
65
575
757
91
825
175
62,144
-751
1,617
1,418
6,548
15,170
363
-686
1,191
13,965
16,663
21,418
1,148
13,568
-840
2,895
6,938
1,935
4,201
9,334
123
4,469
575
1,312
-10,405
3,520
11,816
-2,385
208
14,123
11,768
7,155
11,504
1,217
1,470
-10,545
210
-201
-4,422
1,295
93
691
698
11,267
9,275
3,920
5,905
127
-24,521
-7,112
-10,658
-2,121
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
776,799
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
...................
3
Form
990-PF
(2021)
Page 4
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
and enter “N/A" on line 1.
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
13,320
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
13,320
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
16,761
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
16,761
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,441
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
3,441
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
NY
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)
Page 5
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 address
N/A
14
The books are in care of
BNY MELLON NA
Telephone no.
(212) 922-8143
Located at
PO BOX 185
PITTSBURGH
PA
ZIP+4
152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
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.
20
,
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)
Page 6
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
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
BNY MELLON N A
TRUSTEE
1
71,614
PO BOX 185
PITTSBURGH
,
PA
152300185
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
...................
0
Form
990-PF
(2021)
Page 7
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
.............
0
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
.........................
Form
990-PF
(2021)
Page 8
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
10,729,220
b
Average of monthly cash balances
.......................
1b
317,010
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
11,046,230
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
11,046,230
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
165,693
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
10,880,537
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
544,027
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
544,027
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
13,320
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
13,320
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
530,707
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
530,707
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
530,707
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
602,114
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
4
602,114
Form
990-PF
(2021)
Page 9
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
530,707
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
......
38,263
b
From 2017
......
28,659
c
From 2018
......
65,574
d
From 2019
......
60,044
e
From 2020
......
0
f
Total
of lines 3a through e
........
192,540
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
602,114
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
.....
530,707
e
Remaining amount distributed out of corpus
71,407
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
263,947
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)
...
38,263
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
225,684
10
Analysis of line 9:
a
Excess from 2017
....
28,659
b
Excess from 2018
....
65,574
c
Excess from 2019
....
60,044
d
Excess from 2020
....
0
e
Excess from 2021
....
71,407
Form
990-PF
(2021)
Page 10
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
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX 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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2021)
Page 11
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)
a
Paid during the year
SALVATION ARMY
208 8TH AVE
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATING
457,551
NATIONAL 4-H CLUBS COUNCIL
7100 CONNECTICUT AVE
CHEVY CHASE
,
MD
20815
NONE
PC
GENERAL OPERATING
56,006
NORTHWELL HEALTH FOUNDATION
100 E 77TH ST
NEW YORK
,
NY
10075
NONE
PC
GENERAL OPERATING
10,000
THE SEEING EYE INC
10 WASHINGTON VALLEY ROAD
MORRISTOWN
,
NJ
07960
NONE
PC
GENERAL OPERATING
5,000
MIRIAM OSBORNE MEMORIAL HOME
1500 THEALL ROAD
RYE
,
NY
10580
NONE
PC
GENERAL OPERATING
10,000
MANCHESTER HEALTH SERVICES
5468 MAIN ST
MANCHESTER CENTER
,
VT
05255
NONE
PC
GENERAL OPERATING
5,000
ALL SAINTS EPISCOPAL CHURCH
230 E 60TH ST
NEW YORK
,
NY
10022
NONE
PC
GENERAL OPERATING
6,000
ST JOHN'S CHAPEL
411 E 66TH ST
NEW YORK
,
NY
10065
NONE
PC
GENERAL OPERATING
2,000
CITY OF NORTH ADAMS
10 MAIN ST
NORTH ADAMS
,
MA
01247
NONE
PC
GENERAL OPERATING
4,000
HW PUTNAM MEMORIAL HEALTH CORP
670 STONELEIGH AVE
CARMEL
,
NY
10512
NONE
PC
GENERAL OPERATING
10,000
Total
.................................
3a
565,557
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2021)
Page 12
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
14
222,884
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:
a
Debt-financed property
......
b
Not 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
776,799
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)
..
999,683
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
999,683
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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)
Page 13
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?
...........
Yes
No
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.
2022-07-13
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
SHAWN P HANLON
Preparer's Signature
Date
2022-07-13
Check if self-
employed
PTIN
P00965923
Firm's name
PRICEWATERHOUSECOOPERS LLP
Firm's EIN
13-4008324
Firm's address
301 GRANT STREET
PITTSBURGH
,
PA
15219
Phone no.
(412) 355-6000
Form
990-PF
(2021)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description