2020-11-16T14:12:30-06:00 2019-12-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990PF 2019-01-01 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 2020-11-11 1 EDWARD G SCHERER P00953415 4123912920 2020-11-11 68.66.138.158 2020-11-11 09:56:05 ES P D5B3870425A64AB81254A69E8E35597CD822CCAA D5B3870425A64AB81254A69E8E35597CD822CCAA 2019 2021-04-22 16:20:28Z X X 9034428 X X 390 390 194614 194614 60568 871602 60568 95431 95431 351003 351003 42458 12313 30145 7818 3909 3909 3750 1875 1875 31415 31415 0 11615 2476 0 12 0 12 97068 51988 35941 422851 422851 519919 51988 458792 -168916 299015 36903 136309 136309 170677 156984 156984 8028355 7793304 8741135 8235935 8086597 9034428 0 0 X 8235935 8086597 0 0 0 0 8235935 8086597 8235935 8086597 8235935 -168916 19578 8086597 0 8086597 TD AMERITRADE - NET FROM BROKERAGE ACCOUNT 815583 811034 4549 4549 CAPITAL GAINS DIVIDENDS P 56019 56019 56019 60568 0 486954 8993267 0.054147 502654 9073156 0.055400 331542 8777888 0.037770 254396 8980951 0.028326 297395 9190474 0.032359 0.208002 0.041600 8741686 363654 2990 366644 458792 X 2990 0 2990 0 2990 4950 0 0 4950 0 1960 1960 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 21229 0 0 SHANNON PAULOVICH 147 JULIA DRIVE SARVER PA 16055 TRUSTEE 1.00 21229 0 0 NONE 0 NONE 0 0 8677775 197033 0 8874808 0 0 8874808 133122 8741686 437084 437084 2990 2990 434094 0 434094 0 434094 458792 0 458792 2990 455802 434094 381643 0 0 458792 381643 0 0 77149 0 0 0 0 0 0 0 0 356945 0 0 0 X ABUNDANT JOY FELLOWSHIP 411 E FIRST AVENUE TARENTUM PA 15084 CHARITY EXEMPT IRRIGATION SYSTEM; COMMERCIAL FREEZER; FEEDING PROGRAM 4100 ALLEGHENY KISKI VALLEY HISTORICAL SOCIETY 224 E 7TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT WINDOW REPLACEMENT; SIDEWALK REPLACEMENT 19650 ALLEGHENY VALLEY ASSOCIATION OF CHURCHES 1913 FREEPORT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT OPERATING SUPPPORT FOR THE DAY CENTER 10000 ANIMAL PROTECTORS OF ALLEGHENY VALLEY 533 LINDEN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT MEDICAL SUPPLIES FOR EXPANDED VETRINARY SERVICES AT NEW SHELTER AND UPDATE STRATEGIC PLAN 9000 BAIRDFORD UNITED METHODIST CHURCH PO BOX 94 BAIRDFORD PA 15006 CHARITY EXEMPT REPAIRS TO ACCESSIBLE RAMP 4500 BETHEL UNITED METHODIST CHURCH 150 ALDER STREET LOWER BURRELL PA 15068 CHARITY EXEMPT PURCHASE AND INSTALL SAFETY EQUIPMENT FOR CHURCH & NURSERY SCHOOL 6500 BURTNER HOUSE RESTORATION SOCIETY PO BOX 292 NATRONA HEIGHTS PA 15065 CHARITY EXEMPT REPLACE OUTSIDE STAIRS, REPAINT OUTSIDE EXTERIOR OF HOUSE; REBUILD STORAGE SHED; REPAIR LOOSE FLOOR BOARD IN HOUSE; REPAIR CHIMNEY 20000 BUTLER COUNTY HUMANE SOCIETY 1015 EVANS CITY ROAD RENFREW PA 16053 CHARITY EXEMPT ADOPTION & SHELTER PROGRAM 25000 CABOT UNITED METHODIST CHURCH 707 WINFIELD ROAD CABOT PA 16023 CHARITY EXEMPT PURCHASE AND INSTALLATION SECURITY SYSTEM 5000 CENTER UNITED METHODIST CHURCH 1575 DONNELLVILLE ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT ROOF ON THE CHURCH 12000 CENTRAL BAPTIST CHURCH OF PITTSBURGH 2200 WYLIE AVENUE PITTSBURGH PA 15219 CHARITY EXEMPT THE YOUTH ENRICHMENT PROGRAM 7000 CENTRAL PRESBYTERIAN CHURCH 305 ALLEGHENY STREET TARENTUM PA 15084 CHARITY EXEMPT RETAIN ARCHITECTUAL SERVICES FOR THE RECONSTRUCTION OF THE BUILDING HOUSING, THE DEPOT 10000 CHRIST IS THE ANSWER INC 450 WESTMINSTER ROAD SARVER PA 16055 CHARITY EXEMPT PURCHASE NEW WOODS MOWER 3000 CHRIST OUR HOPE ANGLICAN CHURCH 926 PAINTER AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT NEW ROOF AND DIAPER PANTRY 12000 CHURCH OF THE BRETHREN 1007 DAVIS STREET NATRONA HEIGHTS PA 15065 CHARITY EXEMPT HANDICAPPED RAMPS AND RAILINGS 10000 COMMUNITY LIBRAY OF ALLEGHENY VALLEY 1522 BROADVIEW BOULEVARD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT EQUIPMENT & SOFTWARE FOR MOBILE VIDEO LAB 2665 EAST UNION PRESBYTERIAN CHURCH 292 EAST UNION ROAD CHESWICK PA 15024 CHARITY EXEMPT PURCHASE THREE ADDITIONAL EXTERIOR DOORS TO COMPLETE THE SAFETY PLAN 6000 FIRST BAPTIST CHURCH OF TARENTUM 410 THIRD AVENUE TARENTUM PA 15084 CHARITY EXEMPT PARSONAGE RENOVATION PROJECT 4300 FIRST EVANGELICAL LUTHERAN CHURCH 221 RIDGE AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT REPAIR OF LOOSENED MASONRY IN THE ORIGINAL PART OF THE CHURCH 4500 FIRST UNITED METHODIST CHURCH NEW KENSINGTON 130 RIDGE AVENUE NEW KENSINGTON PA 15608 CHARITY EXEMPT STAIRLIFT TO THE LOWER LEVEL OF THE CHURCH 4220 GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH 161 MCFANN ROAD VALENCIA PA 16059 CHARITY EXEMPT PURCHASE PICNIC TABLE FOR PAVILION; PURCHASE SPORTS EQUIPMENT 5000 GRACE COMMUNITY PRESBYTERIAN CHURCH 2751 GRANT STREET LOWER BURRELL PA 15068 CHARITY EXEMPT CONTINUING WORK TO UPGRADE TO MEET ADA CODES 10000 GRACE UNITED METHODIST CHURCH 1333 FREEPORT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT REPLACEMENT OF OLD WOODEN DOORS LEADING TO SOCIAL HALL LEVEL 1600 HARVEST BAPTIST CHURCH 224 HARVEST LANE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT PURCHASE VAN 6000 HOLY MARTYRS CHURCH 353 WEST 9TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT FOOD SERVING ITEMS; LIGHTGS; WIRELESS SECURITY CAMERA SYSTEM 3000 HOWARD INTERNATIONAL MINISTRIES 930 MERWIN ROAD NEW KENSINGTON PA 15068 CHARITY EXEMPT HOMELESS MINISTRY AND FOODBANK IN PITTSBURGH AND NEW KENSINGTON 7500 JANES UNITED METHODIST CHURCH 947 FREEPORT ROAD CREIGHTON PA 15030 CHARITY EXEMPT PAINT AND/OR REFINISH FIVE EXTERIOR DOORS ON THE CHURCH 750 JOHN HUSS EVANGELICAL LUTHERAN CHURCH 1539 KENNETH AVENUE ARNOLD PA 15068 CHARITY EXEMPT AUDIO VISUAL EQUIPMENT 950 LAS GERIATRIC CARE SERVICES 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 CHARITY EXEMPT CREATE "LOW VISION TOOLKITS" 10000 LITTLE SISTERS OF THE POOR OF PENNSYLVANIA 1028 BENTON AVENUE PITTSBURGH PA 15212 CHARITY EXEMPT REPLACE 45 WINDOWS IN COMMON ROOMS IN THE JEANNE JUGAN PAVILION APT. BLDG. 10000 LUTHERAN SENIORLIFE FOUNDATION 105 BURGESS DRIVE ZELIENOPLE PA 16063 CHARITY EXEMPT CONTINUE TO GROW SUPPLEMENTAL NUTRITION PROGRAM 10000 LUTHERAN SERVICE SOCIETY OF WESTERN PA 440 LINCOLN AVE PITTSBURGH PA 15202 CHARITY EXEMPT EXPAND ARTS PROGRAM AT THE CENTER AT THE MALL 2000 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 REPLACE KITCHEN APPLIANCES LOST IN FLOOD - STOVE, REFRIGERATOR/FREEZER AND SINK 6581 OLD UNION PRESBYTERIAN CHURCH 200 UNION CHURCH ROAD MARS PA 16046 CHARITY EXEMPT REPAIR AND REPLACE RETAINING WALL AND PORCH 2000 PLEASANT UNITY UNITED PRESBYTERIAN CHURCH 188 MILLERSTOWN-CULMERVILLE RD TARENTUM PA 15084 CHARITY EXEMPT IMPROVE HANDICAP PARKING AND REPLACE WINDOWS 10500 ROSE CRESTMARS HOLDINGS INC 1000 GRAHAM WAY MARS PA 16046 CHARITY EXEMPT MEMORY STIMULATION, SOCIALIZATION AND CONTINUED LEARNING FOR ROSE CREST RESIDENTS 2500 SAINT VICTOR CHURCH PO BOX 149 BAIRDFORD PA 15006 CHARITY EXEMPT REPLACE CONCRETE SIDEWALKS AT LOWER LEVEL COVERED WALKWAY ENTRANCE 6000 SALVATION ARMY OF NEW KENSINGTON 1101 FIFTH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT YOUTH PROGRAMS 13000 SPRINGDALE UNITED METHODIST CHURCH 739 PITTSBURGH STREET SPRINGDALE PA 15144 CHARITY EXEMPT REPLACE WOODEN DOOR FRAME TO SIDE BASEMENT ENTRANCE WITH NEW STEEL DOOR AND FRAME 3085 ST BARNABAS EPISCOPAL CHURCH 201 CAMBREL POINT ROAD NATRONA HEIGHTS PA 15065 CHARITY EXEMPT PURCHASE AND INSTALLATION OF HEATING/COOLING UNIT 4485 ST GEORGE ANTIOCHIAN ORTHODOX CHURCH 1150 LEISHMAN AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT REPAIR PLASTER IN 4 ESSENTIAL AREAS OF THE CHURCH AND SUNDAY SCHOOL 7300 ST JOHN LUTHERAN CARE CENTER 500 WITTENBURG WAY MARS PA 16046 CHARITY EXEMPT CREATION OF A MONTISSORI CENTER OF EXCELLENCE FOR DEMTIA AT ST. JOHN 10000 ST LUKE LUTHERAN CHURCH AND SCHOOL 330 HANNAHSTOWN ROAD CABOT PA 16023 CHARITY EXEMPT ASSIST WITH COMPLETION OF THE HOUSE THAT WAS FRAMED IN SEPTEMBER OF 2019 4000 ST MARGARET MARY CHURCH 3055 LEECHBURG ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT PURCHASE PALLET JACK, HEATERS, TILT TRUCK 2500 ST MARY OF CZESTOCHOWA CHURCH - RETURN OF GRANT 857 KENNETH AVENUE PITTSBURGH PA 15219 CHARITY EXEMPT RETURN OF 2018 GRANT MONEY -10000 ST MARY'S OF CZESTOCHOWA CHURCH 857 KENNETH AVENUE NEW KENSINGTON PA 15068 CHARITY EXEMPT REPLACEMENT OF FRONT DOORS AND CHAIRS 8000 STS PETER AND PAUL BYZANTINE CATHOLIC CHURCH 339 EAST 10TH AVENUE TARENTUM PA 15084 CHARITY EXEMPT MASONRY REPAIR 5000 THE ALLEGHENY VALLEY SALVATION ARMY 917 BRACKENRIDGE AVENUE BRACKENRIDGE PA 15014 CHARITY EXEMPT CAMPING SCHOLARSHIPS 7500 TOUR-ED MINE AND MUSEUM 748 BULL CREEK ROAD TARENTUM PA 15084 CHARITY EXEMPT REPLACE PICNIC SHELTER, REPLACE LOCOMOTIVE AXLE & CONTROLLER, PURCHASE OFFICE BUILDING, WORKING CAPITAL 57000 TRINITY UNITED CHRISTIAN CHURCH 3400 GARVERS FERRY ROAD LOWER BURRELL PA 15068 CHARITY EXEMPT OBTAIN AED AND TRAINING 1065 TRINITY UNITED METHODIST CHURCH 1209 PENNSYLVANIA AVENUE NATRONA HEIGHTS PA 15065 CHARITY EXEMPT SIX DIFFERENT PROJECTS - EDUCATIONAL MEDIA CENTER; DISCIPLE CLASS MATERIALS; COMMUNITY CONCERT SERIES; CHRISTIAN PRAISE BAND; HEATING/COOLING SYSTEM; CHURCH REPAIRS 19800 WALTER CHAPEL UNITED METHODIST CHURCH 404 CRAWFORD RUN ROAD CHESWICK PA 15024 CHARITY EXEMPT REPLACE CHURCH GUTTERS 8300 422851 0 14 390 14 194614 15 95431 14 60568 0 351003 0 351003 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3750 1875 1875 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 7793304 8741135 ATTORNEY FEES 7818 3909 3909 MISCELLANEOUS FEES 12 0 12 OTHER INCOME 75 75 75 ROYALTY PAYMENT 95356 95356 95356 NONDIVIDEND DISTRIBUTIONS 19578 INVESTMENT MANAGEMENT FEES 31415 31415 0 FEDERAL TAXES PAID 9139 0 0 FOREIGN TAXES PAID 2476 2476 0