2021-11-15T10:17:21-06:00 2020-12-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990PF 2020-01-01 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 2021-11-01 1 SARA MERCER 999009999 EDWARD G SCHERER P00953415 4123912920 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 9312337 X X 38 38 170438 170438 31172 404599 31172 43426 43426 245074 245074 44474 8059 36415 18891 9445 9446 4650 2325 2325 29554 29554 0 3814 1614 0 19386 19371 15 120769 70368 48201 411529 411529 532298 70368 459730 -287224 174706 136309 68226 68226 156984 239363 239363 7793304 7501525 9004748 8086597 7809114 9312337 0 0 X 8086597 7809114 0 0 0 0 8086597 7809114 8086597 7809114 8086597 -287224 9741 7809114 0 7809114 TD AMERITRADE - NET GAINS FROM BROKERAGE ACCOUNT 374980 373427 1553 1553 CAPITAL GAINS DIVIDENDS P 29619 29619 29619 31172 2428 0 2428 0 2428 4160 0 1500 0 5660 0 3232 3232 0 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 1.75 22237 0 0 SHANNON PAULOVICH 147 JULIA DRIVE SARVER PA 16055 TRUSTEE 1.00 22237 0 0 NONE 0 NONE 0 0 8444493 277676 0 8722169 0 0 8722169 130833 8591336 429567 429567 2428 2428 427139 0 427139 0 427139 459730 0 459730 0 459730 427139 356945 0 0 459730 356945 0 0 102785 0 0 0 0 0 0 0 0 324354 0 0 0 X ALLEGHENY KISKI VALLEY HISTORICAL SOCIETY 224 E 7TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT REMOVAL OF LARGE BRICK CHIMNEY AND DIGITIZING HISTORICAL MATERIALS 23300 ALLEGHENY VALLEY ASSOCIATION OF CHURCHES 1913 FREEPORT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT SUPPORT OPERATIONS OF THE FAMILY PROMISE OF THE AVAC PROGRAM 10000 ANIMAL PROTECTORS OF ALLEGHENY VALLEY 533 LINDEN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT OPERATING EXPENSES AND FUNDING FOR THE ANIMAL FRIENDS SPRAY/NEUTER VAN FOR TWO MONTHS TO ANIMAL PROTECTORS IN 2021 10000 BETHEL UNITED METHODIST CHURCH 150 ALDER STREET LOWER BURRELL PA 15068 CHARITY EXEMPT PURCHASE AND INSTALL SAFETY EQUIPMENT 12000 BURTNER HOUSE RESTORATION SOCIETY PO BOX 292 NATRONA HEIGHTS PA 15065 CHARITY EXEMPT UPDATE HOUSE/BUILDINGS SECURITY, FIRE, AND MOTION ALARM SYSTEM 6000 BUTLER COUNTY HUMANE SOCIETY 1015 EVANS CITY ROAD RENFREW PA 16053 CHARITY EXEMPT VETERINARY COSTS RELATED TO SPRAY/NEUTER, ETC. 25000 CABOT UNITED METHODIST CHURCH 707 WINFIELD ROAD CABOT PA 16023 CHARITY EXEMPT UPDATE CHURCH WEBSITE; PROVIDE LISTENING DEVICES; PURCHASE SMART TV AND REPLACE OLD PHONE SYSTEM 7000 CENTER UNITED METHODIST CHURCH 1575 DONNELLVILLE ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT REPAIR MORTAR JOINTS, RESURFACE FALLING CONCRETE AND ASPHALT DRIVEWAY/PARKING LOT REPAIRS 7000 CENTRAL BAPTIST CHURCH OF PITTSBURGH 2200 WYLIE AVENUE PITTSBURGH PA 15219 CHARITY EXEMPT ASSIST THE YOUTH OUTREACH PROGRAM 12000 CENTRAL PRESBYTERIAN CHURCH 305 ALLEGHENY STREET TARENTUM PA 15084 CHARITY EXEMPT PART OF THE OPERATING BUDGET FOR A NEW PROJECT CALL "EXTEND OUR REACH" 10000 CHRIST COMMUNITY FELLOWSHIP 160 SINGLETON ROAD SARVER PA 16055 CHARITY EXEMPT CLASSROOM RENOVATION 1700 CHRIST IS THE ANSWER INC 450 WESTMINSTER ROAD SARVER PA 16055 CHARITY EXEMPT REMOVE DANGEROUS TREES AT RETREAT CENTER ENTRANCE AND AROUND PARSONAGE 5050 CHRIST OUR HOPE ANGLICAN CHURCH 926 PAINTER AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT ASSIST WITH BUDGET DEFICIT AND DIAPER PANTRY 12000 COMMUNITY LIBRAY OF ALLEGHENY VALLEY 1522 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT INCREASE COMMUNITY OUTREACH EFFORTS WITH VIRTUAL PROGRAMMING 2915 DEER CREEK UP CHURCH 33 BAIRDFORD ROAD GIBSONIA PA 15044 CHARITY EXEMPT REPAIR FRONT WALL OF SANCTUARY 5000 EAST UNION PRESBYTERIAN CHURCH 292 EAST UNION ROAD CHESWICK PA 15024 CHARITY EXEMPT RE-POINTING BRICK WORK AND REPLACING STAINED GLASS WINDOW LINTELS - PHASE ONE 5000 FAITH EVANGELICAL LUTHERAN CHURCH 1500 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT FELLOWSHIP HALL FLOORING RENOVATION PROJECT 10000 FIRST BAPTIST CHURCH OF TARENTUM 410 THIRD AVENUE TARENTUM PA 15084 CHARITY EXEMPT ONLINE INFRASTRUCTURE PROJECT 3000 FIRST EVANGELICAL LUTHERAN CHURCH 221 RIDGE AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT PROVIDE FOOD FOR NEEDY MEMBERS OF OUR PARISH AND VERMONT BAPTIST'S PARISH 4400 FIRST UNITED METHODIST CHURCH NEW KENSINGTON 130 RIDGE AVENUE NEW KENSINGTON PA 15608 CHARITY EXEMPT STEAM BOILER UPGRADE 4000 GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH 161 MCFANN ROAD VALENCIA PA 16059 CHARITY EXEMPT PURCHASE SHADE SAIL FOR PLAYGROUND AND PORTABLE CANOPIES 4000 HARVEST BAPTIST CHURCH 224 HARVEST LANE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT BROADCASTING OF CHURCH SERVICES 7000 HOWARD INTERNATIONAL MINISTRIES 930 MERWIN ROAD NEW KENSINGTON PA 15068 CHARITY EXEMPT FEEDING MINISTRY IN NEW KENSINGTON, JEANNETTE & PITTSBURGH 7500 JANES UNITED METHODIST CHURCH 947 FREEPORT ROAD CREIGHTON PA 15030 CHARITY EXEMPT PURCHASE AED FOR THE CHURCH 1250 LITTLE SISTERS OF THE POOR OF PENNSYLVANIA 1028 BENTON AVENUE PITTSBURGH PA 15212 CHARITY EXEMPT RESTOCK THE KITCHEN PANTRY - MAKE UP THE SHORTFALL DUE TO COVID-19 15000 LUTHERAN SENIORLIFE FOUNDATION 105 BURGESS DRIVE ZELIENOPLE PA 16063 CHARITY EXEMPT SUPPLEMENTAL NUTRITION PROGRAM OFFERED BY LIFE PROGRAMS IN ARMSTRONG, BEAVER, BUTLER AND LAWRENCE COUNTIES 27330 LUTHERAN SERVICE SOCIETY OF WESTERN PA 440 LINCOLN AVE PITTSBURGH PA 15202 CHARITY EXEMPT PURCHASE IPADS SO THAT PARTICIPANTS CAN JOIN PROGRAMS & EVENTS VIRTUALLY 3000 MANCHESTER YOUTH DEVELOPMENT CENTER 1214 LIVERPOOL STREET PITTSBURGH PA 15233 CHARITY EXEMPT SUPPORT AFTERSCHOOL & SUMMER PROGRAM WITH TRANSPORTATION & FIELD TRIP EXPENSES 8000 MILLERSTOWN UNITED METHODIST CHURCH 131 DONAHUE LANE TARENTUM PA 15084 CHARITY EXEMPT REACH OUT TO RURAL COMMUNITY BY STARTING A FLY-FISHING OUTREACH PROGRAM 2000 NATRONA HEIGHTS CHURCH OF THE BRETHREN 120 COE STREET SARVER PA 16055 CHARITY EXEMPT REPLACE 2 OLD WATER FURNANACES AND AN OLD HOT WATER TANK 10000 OLD UNION PRESBYTERIAN CHURCH 200 UNION CHURCH ROAD MARS PA 16046 CHARITY EXEMPT INSTALL AUTOMATIC DOOR OPENERS - EXTERIOR AND RESTROOM DOORS 2000 PLEASANT UNITY UNITED PRESBYTERIAN CHURCH 188 MILLERSTOWN-CULMERVILLE RD TARENTUM PA 15084 CHARITY EXEMPT HANDICAP WALKWAY ACCESS & ROOF REPAIR 6000 SALVATION ARMY BRACKENRIDGE (ALLEGHENY VALLEY) 917 BRACKENRIDGE AVENUE BRACKENRIDGE PA 15014 CHARITY EXEMPT CAMPING SCHOLARSHIPS 5000 SALVATION ARMY OF NEW KENSINGTON 1101 FIFTH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT MONTHLY MEAL & ACTIVITY BOXES FOR A COMMUNITY OUTREACH PROJECT FOR SENIORS 15000 SPRINGDALE UNITED METHODIST CHURCH 739 PITTSBURGH STREET SPRINGDALE PA 15144 CHARITY EXEMPT SUPPLEMENT LOSS TO SECONDARY INCOME SOURCE DUE TO COVID-19 2196 ST GEORGE ANTIOCHIAN ORTHODOX CHURCH 1150 LEISHMAN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT PAINT INTERIOR PORTIONS OF THE CHURCH AND CHURCH SCHOOL 5000 ST JOHN LUTHERAN CARE CENTER 500 WITTENBURG WAY MARS PA 16046 CHARITY EXEMPT COMPLETION OF THE MONTESSORI CENTER OF EXCELLENCE FOR DEMENTIA 10000 ST MARGARET MARY CHURCH 3055 LEECHBURG ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT AWNING OVER FOOD BANK 5000 ST MARY'S OF CZESTOCHOWA CHURCH 857 KENNETH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT PROVIDE PASTORAL CARE TO HOMEBOUND SENIORS. HELP TO PAY FOR A MINISTER 15000 ST PAUL'S EVANGELICAL LUTHERAN CHURCH PO BOX 128 SARVER PA 16055 CHARITY EXEMPT CONSTRUCT SHELTER ON THE GROUND FOR THE BELL WHICH HAD BEEN REMOVED FROM THE OLD CHURCH AND STORED IN THE CHURCH'S SHED 2000 STS PETER AND PAUL BYZANTINE CATHOLIC CHURCH 339 EAST 10TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT 1.) LIVE STREAM TECHNOLOGY; 2.) DEHUMIDIFIER FOR CHURCH BASEMENT; 3.) WINDOW REPLACEMENT IN RECTORY 3700 TOUR-ED MINE AND MUSEUM 748 BULL CREEK ROAD TARENTUM PA 15084 CHARITY EXEMPT RENOVATE MANTRIP TRANSPORT CAR AND REPLACE 4 STEEL WHEELS FOR 5 TON LOCO. WORKING CAPITAL. START COMMUNITY EDUCATION OUTREACH PROGRAM 53900 TRINITY UNITED CHRISTIAN CHURCH 3400 GARVERS FERRY ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT TVSS SURGE PROTECTOR AND RTU GROUNDING INSTALLED TO ALLEVIATE ELEVATOR MALFUNCTIONS 3288 TRINITY UNITED METHODIST CHURCH 1209 PENNSYLVANIA AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT PURCHASE STREAMING LICENSE AND ADDITIONAL EQUIPMENT 10000 UNITY UNITED PRESBYTERIAN CHURCH 1146 GREENTREE ROAD PITTSBURGH PA 15220 CHARITY EXEMPT PROVIDE MEALS TO LOCAL FAMILIES ONCE A MONTH BY PARTNERING WITH LOCAL FAMILY-OWNED RESTUARANTS 5000 VISITING NURSES ASSOCIATION OF BUTLER COUNTY DBA VNA OF WESTERN PA 105 BURGESS STREET ZELIENOPLE PA 16063 CHARITY EXEMPT PURCHASE REMOTE SCANNERS IN ORDER TO ENHANCE THE HOME HEALTH EXPERIENCE 3000 WALTER CHAPEL UNITED METHODIST CHURCH 404 CRAWFORD RUN ROAD CHESWICK PA 15024 CHARITY EXEMPT REPLACE THE CHURCH'S PAVILION ROOF AND 2 SUPPORTS; SUPPORT AREA CHARITIES THROUGH HOAGIE SALES 5000 411529 0 14 38 14 170438 15 43426 14 31172 0 245074 0 245074 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4650 2325 2325 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 7501525 9004748 ATTORNEY FEES 18891 9445 9446 OFFICE EXPENSES 15 0 15 BANK SERVICE CHARGES 15 15 0 ROYALTY OPERATING EXPENSES 19356 19356 0 ROYALTY PAYMENTS 43426 43426 43426 NONDIVIDEND DISTRIBUTIONS 9741 INVESTMENT MANAGEMENT FEES 29554 29554 0 FEDERAL TAXES PAID 2200 0 0 FOREIGN TAXES PAID 1614 1614 0