2022-05-16T14:58:52-05:00 2021-12-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990PF 2021-01-01 256897871 IRA R WOOD AND FRANCES WOOD CHARITABLE TRUST IRAR 4122611600 CO LEECH TISHMAN 525 WM PENN WAY PITTSBURGH PA 15219 SARA A MERCER TRUSTEE 4122611600 2022-04-29 1 SARA MERCER XXX-XX-XXXX EDWARD G SCHERER P00953415 4123912920 2022-04-29 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 9994819 X X 32 32 238371 238371 249889 837947 249889 108913 108913 597205 597205 46564 938 45626 11666 5833 5833 36782 33550 3232 2527 1027 0 24310 23960 350 121849 65308 55041 401254 401254 523103 65308 456295 74102 531897 68226 88620 88620 239363 164143 164143 7501525 7648443 9742056 7809114 7901206 9994819 0 0 X 7809114 7901206 0 0 0 0 7809114 7901206 7809114 7901206 7809114 74102 17990 7901206 0 7901206 TD AMERITRADE XX0375 150614 156000 -5386 -5386 TD AMERITRADE XX0375 529154 432058 97096 97096 CAPITAL GAINS DIVIDENDS P 158179 158179 158179 249889 7393 0 7393 0 7393 3232 0 0 0 3232 0 4161 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SARA MERCER CO LEECH TISHMAN 4122611600 525 WILLIAM PENN WAY 28TH FLOOR PITTSBURGH PA 15219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARA A MERCER 216 MERIDAN STREET PITTSBURGH PA 15211 TRUSTEE 1.00 23282 0 0 SHANNON PAULOVICH 147 JULIA DRIVE SARVER PA 16055 TRUSTEE 2.00 23282 0 0 NONE 0 NONE 0 0 9546491 308792 0 9855283 0 0 9855283 147829 9707454 485373 485373 7393 7393 477980 0 477980 0 477980 456295 0 456295 477980 324354 0 0 456295 324354 0 0 131941 0 0 0 0 0 0 0 0 346039 0 0 0 X ALLEGHENY KISKI VALLEY HISTORICAL SOCIETY 224 E 7TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT MAINTENANCE OF BUILDING (REPLACE FURNACE & AC ON MAIN LEVEL, REPLACE DOOR ON RAMP ENTRANCE, REPLACE NON-WORKING PLUMBING FIXTURES IN RESTROOM, AND CONTINUING TO DIGITIZE MUSUEM COLLECTION) 15000 ALLEGHENY VALLEY ASSOCIATION OF CHURCHES 1913 FREEPORT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT SUPPORT OPERATIONS OF FAMILY PROMISE 10000 ANIMAL PROTECTORS OF ALLEGHENY VALLEY 533 LINDEN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT PRE-ADOPTION AND EMERGENCY MEDICAL CARE FOR SHELTER ANIMALS 10000 BETHEL UNITED METHODIST CHURCH 150 ALDER STREET LOWER BURRELL PA 15068 CHARITY EXEMPT PURCHASE AND INSTALL HOT WATER BOILER SYSTEM, SAFETY EQUIPMENT UPGRADES AND REPLACE PARTS 7500 BETHESDA EVANGELICAL LUTHERAN CHURCH 3084 LEECHBURG ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT PROVIDE NON-PERISHABLE FOOD ITEMS FOR LOCAL FAMILIES AND THEIR PETS; ADD CABINETRY FOR STORAGE 10000 BUTLER COUNTY HUMANE SOCIETY 1015 EVANS CITY ROAD RENFREW PA 16053 CHARITY EXEMPT SPAY & NEUTER COST OF SHELTER ANIMALS AND DEVELOP A SPAY & NEUTER 50% REIMBURSEMENT PROGRAM FOR COMMUNITY PET OWNERS 25000 CENTER UNITED METHODIST CHURCH 1575 DONNELLVILLE ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT FIX WATER PROBLEM AT PARSONAGE AND ON THE WEST WALL OF THE CHURCH 10000 CENTRAL BAPTIST CHURCH OF PITTSBURGH 2200 WYLIE AVENUE PITTSBURGH PA 15219 CHARITY EXEMPT YOUTH OUTREACH PROGRAM 12000 CENTRAL PRESBYTERIAN CHURCH 305 ALLEGHENY STREET TARENTUM PA 15084 CHARITY EXEMPT IMPLEMENT 3 TASK FORCES WITHIN FCP'S NEWLY FORMED COMMUNITY DEVELOPMENT CORPORATION 10000 CHRIST COMMUNITY FELLOWSHIP 160 SINGLETON ROAD SARVER PA 16055 CHARITY EXEMPT UPGRADE SOUND, PROJECTION AND BROADCAST TECHNOLOGY (COMPUTERS) 1698 CHRIST IS THE ANSWER INC 450 WESTMINSTER ROAD SARVER PA 16055 CHARITY EXEMPT REPLACE PRAYER TABERNACLE THAT WAS DESTROYED BY STORM 1910 CHRIST OUR HOPE ANGLICAN CHURCH 926 PAINTER AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT HELP OFFSET BUDGET DEFICIT; DIAPER PANTRY; NEW ASPHALT DRIVEWAY AND PARKING LOT 15000 CHURCH OF THE BRETHREN 1007 DAVIS STREET NATRONA HEIGHTS PA 15065 CHARITY EXEMPT IMPROVE OVERHEAD SCREEN VISABILITY AND CHURCH BUILDING TLC MAINTENANCE 5000 COMMUNITY LIBRAY OF ALLEGHENY VALLEY 1522 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT ESTABLISH COLLECTION CONNECTIONS IN EACH OF SIX COMMUNITIES THE LIBRARY SERVES 3540 EAST UNION PRESBYTERIAN CHURCH 292 EAST UNION ROAD CHESWICK PA 15024 CHARITY EXEMPT REPAIR EAST WALL IN OLDEST BUILDING, FOUNDER'S CHAPEL, PHASE TWO 6900 FAITH EVANGELICAL LUTHERAN CHURCH 1500 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT STAIRLIFT REPLACEMENT PROJECT 10000 FIRST BAPTIST CHURCH OF TARENTUM 410 THIRD AVENUE TARENTUM PA 15084 CHARITY EXEMPT FURNITURE REPLACEMENT AND TECHNOLOGY UPGRADE PROJECT 4800 FIRST EVANGELICAL LUTHERAN CHURCH 221 RIDGE AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT STOCK AND PROVIDE FOOD FOR THE NEIGHBORHOOD 4800 FREEPORT UNITED METHODIST CHURCH 211 FOURTH STREET FREEPORT PA 16229 CHARITY EXEMPT REPAIR ROOF, REPAIR INTERIOR WALL DAMAGE CAUSED BY ROOF DAMAGE, REPLACE OUTDATED FIRE SUPPRESSION SYSTEM IN KITCHEN 10000 GRACE COMMUNITY PRESBYTERIAN CHURCH 2751 GRANT STREET LOWER BURRELL PA 15068 CHARITY EXEMPT REPLACE SIDEWALK THAT CONNECTS THE PARKING LOT, HANDICAP PARKING SPACES, AND RAMP TO THE CHURCH ENTRANCES 2000 GRACE UNITED METHODIST CHURCH 1333 FREEPORT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT REPLACEMENT OF EXTERIOR STAIRWAY 6875 HARVEST BAPTIST CHURCH 224 HARVEST LANE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT BROADCASTING OF CHURCH SERVICES 5000 HOWARD INTERNATIONAL MINISTRIES 930 MERWIN ROAD NEW KENSINGTON PA 15068 CHARITY EXEMPT FEEDING MINISTRY IN NEW KENSINGTON AND JEANETTE 7500 JANES UNITED METHODIST CHURCH 947 FREEPORT ROAD CREIGHTON PA 15030 CHARITY EXEMPT MASONRY WORK TO REPAIR LOOSE BRICKSON CHIMNEY AND SIDE PORCH OF THE CHURCH BUILDING 2475 LAS GERIATRIC CARE SERVICES 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 CHARITY EXEMPT EXPAND THE PAIN MANAGEMENT PROGRAM 2500 LITTLE SISTERS OF THE POOR OF PENNSYLVANIA 1028 BENTON AVENUE PITTSBURGH PA 15212 CHARITY EXEMPT RESTOCK KITCHEN PANTRY 15000 LUTHERAN SENIORLIFE FOUNDATION 105 BURGESS DRIVE ZELIENOPLE PA 16063 CHARITY EXEMPT CONTINUE TO PROVIDE FOOD AND MEALS 10000 LUTHERAN SERVICE SOCIETY OF WESTERN PA 440 LINCOLN AVE PITTSBURGH PA 15202 CHARITY EXEMPT HELP OFFSET COSTS OF MEALS DELIVERED TO PARTICIPANTS WHO CANNOT AFFORD TO PAY FOR THEM 3500 MANCHESTER YOUTH DEVELOPMENT CENTER 1214 LIVERPOOL STREET PITTSBURGH PA 15233 CHARITY EXEMPT STEM ACTIVITIES, OFF-SITE ENRICHMENT AND MANDARIN COURSES FOR PRE-K 8000 NATRONA HEIGHTS PRESBYTERIAN CHURCH 1428 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT UPGRADE/REVAMP TECHNOLOGY; FIX SECTIONS OF ROOF; BREAKER BOX NOT UP TO CODE; CHANGE OLD LIGHTS AND BALLASTS; ADD STONE/GRAVEL TO PARKING LOT 16000 OLD UNION PRESBYTERIAN CHURCH 200 UNION CHURCH ROAD MARS PA 16046 CHARITY EXEMPT INSTALL AIR CONDITIONING IN THE SANCTUARY 2000 PLEASANT UNITY UNITED PRESBYTERIAN CHURCH 188 MILLERSTOWN-CULMERVILLE RD TARENTUM PA 15084 CHARITY EXEMPT REPAIR OF MUD SPILLING INTO HANDICAP ACCESS AS WELL AS WATER IN THE FURNACE ROOM BASEMENT 4000 SALVATION ARMY BRACKENRIDGE (ALLEGHENY VALLEY) 917 BRACKENRIDGE AVENUE BRACKENRIDGE PA 15014 CHARITY EXEMPT SEND UNDERPRIVILEGED CHILDREN TO CAMP ALLEGHENY; SUPPORT 12-15 TEENAGERS INVOLVED IN WEEKLY CORPS PROGAMS 7500 SALVATION ARMY OF NEW KENSINGTON 1101 FIFTH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT PROVIDE MONTHLY MEAL AND ACTIVITY BOXES AND FOOD PANTRY ITEMS 5000 SPRINGDALE UNITED METHODIST CHURCH 739 PITTSBURGH STREET SPRINGDALE PA 15144 CHARITY EXEMPT REPLACE HANDICAP ACCESSIBLE RAMP AND GLASS BLOCKS IN WINDOW IN FELLOWSHIP HALL 8000 ST GEORGE ANTIOCHIAN ORTHODOX CHURCH 1150 LEISHMAN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT EXCAVATE AND REPLACE SEVERELY DAMAGED AND DETERIORATED ASPHALT PARKING LOT 5000 ST JOHN THE BAPTIST ORTHODOX CATHOLIC CHURCH 150 ELMTREE ROAD NEW KENSINGTON PA 15068 CHARITY EXEMPT PURCHASE A NEW ROOF AND REBUILD ONION DOME 5000 ST LUKE LUTHERAN CHURCH AND SCHOOL 330 HANNAHSTOWN ROAD CABOT PA 16023 CHARITY EXEMPT SUPPLY 125 CHILDREN WITH BACKPACKS FILLED WITH SCHOOL SUPPLIES AND DEVOTIONAL MATERIALS 2750 ST MARGARET MARY CHURCH 3055 LEECHBURG ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT PASTORAL CARE FOR THE SICK & HOME BOUND; FOOD BANK COORDINATORS 8000 ST MARY'S OF CZESTOCHOWA CHURCH 857 KENNETH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT SUPPORT FOR SICK & HOME BOUND 8000 STS PETER AND PAUL BYZANTINE CATHOLIC CHURCH 339 EAST 10TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT VIDEO EQUIPMENT AND COMMERCIAL REFRIGERATOR 5326 TOUR-ED MINE AND MUSEUM 748 BULL CREEK ROAD TARENTUM PA 15084 CHARITY EXEMPT LOCOMOTIVE REPAIR, WORKING CAPITAL, TREE TRIM AND REMOVAL 48800 TRINITY UNITED CHRISTIAN CHURCH 3400 GARVERS FERRY ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT ASSIST WITH DEFICIT IN THE CHURCH 10000 TRINITY UNITED METHODIST CHURCH 1209 PENNSYLVANIA AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT SUPPORT FOR PORTION OF ONGOING EXPENSE DEFICIT 10000 UNITY UNITED PRESBYTERIAN CHURCH 1146 GREENTREE ROAD PITTSBURGH PA 15220 CHARITY EXEMPT PROVIDE AND DISTRIBUTE 170 PERSONAL HYGIENE BAGS TO HOMELESS POPULATION OF PITTSBURGH 12000 VISITING NURSES ASSOCIATION OF BUTLER COUNTY DBA VNA OF WESTERN PA 105 BURGESS STREET ZELIENOPLE PA 16063 CHARITY EXEMPT PURCHASE 15 GRAND PADS FOR SENIORS SERVED BY PRIVATE DUTY AND HOSPICE CARE 2880 WALTER CHAPEL UNITED METHODIST CHURCH 404 CRAWFORD RUN ROAD CHESWICK PA 15024 CHARITY EXEMPT REMOVAL OF TWO 200 YEAR OLD OAK TREES AND REPLACEMENT OF 2 DOORS FOR HANDICAP ACCESSABILITY 5000 401254 0 14 32 14 238371 15 108913 14 249889 0 597205 0 597205 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SECTION 4942(H)(2) AND TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/15 IN THE AMOUNT OF $50,117. TD AMERITRADE 7648443 9742056 ATTORNEY FEES 11666 5833 5833 OFFICE EXPENSES 350 0 350 ROYALTY OPERATING EXPENSES 23960 23960 0 ROYALTY PAYMENTS 108913 108913 108913 NONDIVIDEND DISTRIBUTIONS 17990 INVESTMENT MANAGEMENT FEES 33550 33550 0 CONSULTING FEES 350 0 350 ADMINISTRATIVE ASSISTANT 2882 0 2882 FEDERAL TAXES PAID 1500 0 0 FOREIGN TAXES PAID 1027 1027 0