Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
HERR BENJAMIN FOR JOHN C ET AL-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

38-6897740
B Telephone number (see instructions)

(717) 699-2711
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,395,379
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 426,264 425,265  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 654,355
b Gross sales price for all assets on line 6a 2,684,740
7 Capital gain net income (from Part IV, line 2)... 654,355
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)....... 1,800 1,862  
12 Total. Add lines 1 through 11........ 1,082,419 1,081,482  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 121,249 72,749   48,499
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)... 27,927 11,242   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)....... 35 35    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,211 84,026 0 48,499
25 Contributions, gifts, grants paid....... 575,548 575,548
26 Total expenses and disbursements. Add lines 24 and 25 724,759 84,026 0 624,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 357,660
b Net investment income (if negative, enter -0-) 997,456
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 2,988 14,032 14,032
2 Savings and temporary cash investments......... 381,905 509,615 509,615
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,680,412 Click to see attachment
List of Attached Documents:
// Content
12,895,528
12,871,732
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,065,305 13,419,175 13,395,379
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,065,305 13,419,175
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)..... 13,065,305 13,419,175
30 Total liabilities and net assets/fund balances (see instructions). 13,065,305 13,419,175
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
13,065,305
2
Enter amount from Part I, line 27a .....................
2
357,660
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,422,965
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,790
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,419,175
Form 990-PF (2022)
Form 990-PF (2022)
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 12. ADOBE SYS INC COM   2021-06-14 2022-01-05
b 16. ADOBE SYS INC COM   2013-02-04 2022-01-05
c 38. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-02-04 2022-01-14
d 20. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-08-05 2022-01-14
e 48. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-01-10 2022-01-14
24. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-03-25 2022-01-18
61. TEXAS INSTRUMENTS INC   2018-09-19 2022-01-20
220. PULTE GROUP INC   2021-09-27 2022-01-27
131. CHEVRONTEXACO CORP   2018-03-29 2022-01-31
47. PAYPAL HOLDINGS INC   2021-04-06 2022-02-02
21. PAYPAL HOLDINGS INC   2019-04-10 2022-02-02
111. MEDTRONIC PLC   2018-05-31 2022-02-02
35. FACEBOOK INC   2013-08-15 2022-02-03
140. GENERAL MOTORS CO   2021-05-07 2022-02-07
260. PULTE GROUP INC   2021-09-27 2022-02-07
55. TRANE TECHNOLOGIES PLC   2012-02-16 2022-02-09
.3333 CONSTELLATION ENERGY CORP   2021-03-16 2022-02-17
15. ADOBE SYS INC COM   2013-02-04 2022-02-18
10. INTUIT INC COM   2019-11-15 2022-02-22
23. HOME DEPOT INC USD 0.05   2011-08-24 2022-02-25
81. SKYWORKS SOLUTIONS INC   2020-07-16 2022-02-25
9. TESLA MOTORS INC   2021-08-27 2022-02-25
450. GENERAL MOTORS CO   2021-03-25 2022-03-17
32. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-17
2. ACCENTURE PLC IRELAND SHS CL A   2021-12-20 2022-03-17
49. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2022-03-17
30. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-18
66. SIMON PPTY GROUP INC NEW   2021-03-15 2022-03-18
100. TRADE DESK INC/THE   2021-11-05 2022-03-30
85. SIMON PPTY GROUP INC NEW   2021-03-15 2022-04-07
680. BOSTON SCIENTIFIC CORP COM   2018-10-18 2022-04-08
133. CONSTELLATION ENERGY CORP   2015-08-21 2022-04-08
59. PIONEER NAT RES CO   2022-01-31 2022-04-08
150. BANK AMER CORP   2015-02-25 2022-04-12
17. MASTERCARD INC   2021-11-19 2022-04-12
13. NETFLIX COM INC   2021-06-24 2022-04-20
55. NETFLIX COM INC   2018-08-24 2022-04-20
12. CHARTER COMMUNICATIONS INC-A   2021-10-18 2022-04-29
9. CHARTER COMMUNICATIONS INC-A   2021-12-20 2022-04-29
14. CHARTER COMMUNICATIONS INC-A   2020-02-03 2022-04-29
2. AMAZON COM INC   2021-08-19 2022-05-03
2. AMAZON COM INC   2021-12-03 2022-05-03
3. AMAZON COM INC   2020-09-29 2022-05-03
96. DATADOG INC   2021-10-13 2022-05-03
21. ADOBE SYS INC COM   2013-02-04 2022-05-06
21. INTUIT INC COM   2019-11-15 2022-05-06
50. SQUARE INC - A   2021-11-19 2022-05-06
48. SQUARE INC - A   2022-02-02 2022-05-11
102. SQUARE INC - A   2019-04-10 2022-05-11
47. APPLE COMPUTER INC COM   2022-02-03 2022-05-12
56. APPLE COMPUTER INC COM   2022-03-17 2022-05-12
13. APPLE COMPUTER INC COM   2019-08-01 2022-05-12
7. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
12. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
10. ATLASSIAN CORP PLC-CLASS A   2021-06-14 2022-05-12
21. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-12
55. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-17
26. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-17
16. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2022-05-17
7. COSTCO WHSL CORP NEW   2021-10-18 2022-05-18
20. COSTCO WHSL CORP NEW   2021-06-23 2022-05-18
82. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-18
6. ALPHABET INC/CA   2021-10-27 2022-05-19
87. APPLE COMPUTER INC COM   2008-10-31 2022-05-19
18. LIVE NATION INC   2021-11-26 2022-06-03
62. LIVE NATION INC   2021-12-20 2022-06-03
12. MICROSOFT CORP COM   2021-12-20 2022-06-03
39. MICROSOFT CORP COM   2019-06-24 2022-06-03
63. PROLOGIS INC   2022-04-07 2022-06-03
400. ROYAL CARIBBEAN CRUISES LTD   2021-07-30 2022-06-07
105. AMAZON COM INC   2011-05-02 2022-06-08
54. AMAZON COM INC   2011-05-02 2022-06-10
90. PAYPAL HOLDINGS INC   2022-04-12 2022-06-10
3. ALPHABET INC/CA   2021-10-27 2022-06-13
110. TRADE DESK INC/THE   2021-06-14 2022-06-13
60. TRADE DESK INC/THE   2021-05-26 2022-06-13
47. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2022-06-13
71. ZOETIS INC   2022-04-08 2022-06-17
28. LIVE NATION INC   2021-11-26 2022-06-21
42. LIVE NATION INC   2021-03-01 2022-06-21
63. AMAZON COM INC   2011-05-02 2022-06-22
102. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-06-22
3. ALPHABET INC/CA   2021-09-30 2022-06-30
1. ALPHABET INC/CA   2020-09-01 2022-06-30
60. CSX CORP COM   2022-02-09 2022-06-30
340. CSX CORP COM   2017-01-13 2022-06-30
50. LIVE NATION INC   2021-03-01 2022-06-30
10. PAYPAL HOLDINGS INC   2022-04-12 2022-07-22
152. PAYPAL HOLDINGS INC   2019-04-10 2022-07-22
134. ABBOTT LABORATORIES   2021-11-15 2022-07-25
75. PROCTER & GAMBLE CO COM   2022-02-07 2022-07-29
57. VALERO ENERGY CORP NEW   2022-06-03 2022-07-29
300. BAKER HUGHES A GE CO   2022-04-08 2022-08-01
32. PIONEER NAT RES CO   2021-10-11 2022-08-01
110. DUPONT DE NEMOURS INC   2022-01-14 2022-08-03
30. VALERO ENERGY CORP NEW   2021-10-11 2022-08-03
30. VALERO ENERGY CORP NEW   2022-06-03 2022-08-03
4. VALERO ENERGY CORP NEW   2021-02-08 2022-08-03
200. BAKER HUGHES A GE CO   2022-04-08 2022-08-04
35. CHEVRONTEXACO CORP   2019-01-02 2022-08-04
23. PIONEER NAT RES CO   2021-10-11 2022-08-04
20. RAYTHEON TECHNOLOGIES CORP   2021-11-24 2022-08-04
80. RAYTHEON TECHNOLOGIES CORP   2022-02-07 2022-08-04
80. RAYTHEON TECHNOLOGIES CORP   2021-05-27 2022-08-04
48. VALERO ENERGY CORP NEW   2011-08-24 2022-08-04
8. ILLINOIS TOOL WORKS INC COM   2022-02-09 2022-08-05
12. ILLINOIS TOOL WORKS INC COM   2014-08-15 2022-08-05
40. RAYTHEON TECHNOLOGIES CORP   2021-11-24 2022-08-05
490. AT&T INC   2022-05-19 2022-08-11
17. KLA TENCOR CORP   2022-05-19 2022-08-11
7. KLA TENCOR CORP   2021-02-23 2022-08-11
260. DUPONT DE NEMOURS INC   2022-01-18 2022-08-31
240. CVS CORP   2019-01-07 2022-09-02
62. FACEBOOK INC   2022-04-29 2022-09-14
57. NVIDIA CORP   2021-09-30 2022-09-23
20. NVIDIA CORP   2022-08-11 2022-09-23
64. NVIDIA CORP   2020-01-09 2022-09-23
116. QORVO INC   2022-08-04 2022-09-23
27. S & P GLOBAL INC   2019-06-05 2022-09-23
40. HORIZON THERAPEUTICS PUB LTD CO   2022-06-17 2022-09-23
200. HORIZON THERAPEUTICS PUB LTD CO   2020-10-30 2022-09-23
81. FEDEX CORPORATION   2022-06-30 2022-09-26
30271.835 BNY MELLON EMERGING MKTS FD CL M SHS   2009-04-24 2022-09-29
1592.698 BNYM SEL MGR S/C VAL-Y   2021-12-22 2022-09-29
9071.848 BNYM SEL MGR S/C VAL-Y   2010-07-02 2022-09-29
662.674 BNYM OPPORT SM CAP-Y   2021-12-10 2022-09-29
4727.193 BNYM OPPORT SM CAP-Y   2010-07-02 2022-09-29
540.9759 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-09-29
360. CENTENE CORP DEL   2020-01-23 2022-10-10
65. FACEBOOK INC   2022-04-29 2022-10-10
83. FACEBOOK INC   2013-08-15 2022-10-10
24. MICROSOFT CORP COM   2022-08-03 2022-10-10
32. MICROSOFT CORP COM   2019-09-13 2022-10-10
150. PFIZER INC COM   2022-04-08 2022-10-10
530. PFIZER INC COM   2021-09-20 2022-10-10
40. KLA TENCOR CORP   2019-10-28 2022-10-17
76. NVIDIA CORP   2020-01-09 2022-10-17
60. ADVANCED MICRO DEVICES INC   2022-08-11 2022-10-21
40. ADVANCED MICRO DEVICES INC   2019-01-31 2022-10-21
100. CVS CORP   2019-08-07 2022-10-21
60. BAKER HUGHES A GE CO   2022-04-08 2022-10-24
140. BAKER HUGHES A GE CO   2022-06-07 2022-10-24
44. VALERO ENERGY CORP NEW   2011-08-24 2022-10-24
27.0432 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-10-24
240. ALPHABET INC/CA   2013-04-19 2022-10-27
49. MICROSOFT CORP COM   2018-10-29 2022-10-27
62.7763 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-10-27
48. APPLE COMPUTER INC COM   2022-09-23 2022-10-28
45. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2022-10-31
180. SEAGATE TECHNOLOGY HOLDINGS   2022-01-05 2022-10-31
228. AMAZON COM INC   2022-07-29 2022-11-01
63. AMAZON COM INC   2011-05-02 2022-11-01
4. CROWDSTRIKE HOLDINGS INC - A   2022-08-11 2022-11-01
32. CROWDSTRIKE HOLDINGS INC - A   2021-05-26 2022-11-01
10. EQUINIX INC   2022-03-17 2022-11-01
11. NIKE INC CL B   2022-08-01 2022-11-01
19. NIKE INC CL B   2021-10-05 2022-11-01
96. NVIDIA CORP   2020-01-09 2022-11-01
116. PIONEER NAT RES CO   2015-07-14 2022-11-01
27. TESLA MOTORS INC   2022-04-20 2022-11-01
76. DANAHER CORP COMMON   2021-02-03 2022-11-02
130. ALPHABET INC/CA   2013-04-19 2022-11-03
70. AMAZON COM INC   2011-05-02 2022-11-03
8. APPLE COMPUTER INC COM   2022-09-23 2022-11-03
69. APPLE COMPUTER INC COM   2008-10-31 2022-11-03
34. CROWDSTRIKE HOLDINGS INC - A   2022-08-11 2022-11-04
5. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2022-11-04
110. TRADE DESK INC/THE   2020-03-09 2022-11-04
78. CROWDSTRIKE HOLDINGS INC - A   2020-05-14 2022-11-07
250. EXELON CORP   2022-05-11 2022-11-07
138. LIVE NATION INC   2021-03-04 2022-11-07
170. TRADE DESK INC/THE   2020-03-09 2022-11-07
58. TESLA MOTORS INC   2022-04-20 2022-11-08
37. DANAHER CORP COMMON   2021-02-09 2022-11-10
101. SEAGATE TECHNOLOGY HOLDINGS   2022-01-20 2022-11-10
110. SEAGATE TECHNOLOGY HOLDINGS   2022-07-25 2022-11-10
17. UNITED HEALTH GROUP INC   2021-06-01 2022-11-14
90. AMERICAN INTERNATIONAL GROUP   2019-01-15 2022-11-15
17. AMERIPRISE FINL INC   2021-07-16 2022-11-15
240. SYNCHRONY FINANCIAL   2016-10-06 2022-11-15
90. VOYA FINANCIAL INC   2015-10-19 2022-11-15
30. MICROSOFT CORP COM   2018-10-29 2022-11-16
36. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-11-17
33. AMERICAN TOWER CORP-CL A   2022-06-03 2022-11-18
20. TESLA MOTORS INC   2022-05-03 2022-11-21
12. TESLA MOTORS INC   2021-08-11 2022-11-21
51. TESLA MOTORS INC   2021-08-11 2022-11-22
99. APPLE COMPUTER INC COM   2008-10-31 2022-11-29
110. ADVANCED MICRO DEVICES INC   2019-02-19 2022-12-05
27. CHEVRONTEXACO CORP   2011-08-24 2022-12-06
70. AMAZON COM INC   2011-05-02 2022-12-07
87. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-12-07
52. ABBVIE INC   2021-07-06 2022-12-09
60. ALPHABET INC/CA   2013-04-19 2022-12-16
42. APPLE COMPUTER INC COM   2008-10-31 2022-12-16
67. CHEVRONTEXACO CORP   2016-03-03 2022-12-16
29. VALERO ENERGY CORP NEW   2011-08-24 2022-12-16
24. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2022-12-16
66. CELANESE CORP DEL   2011-08-24 2022-12-23
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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    
(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 6,274   6,694 -420
b 8,365   612 7,753
c 11,061   10,212 849
d 5,822   5,821 1
e 13,972   10,770 3,202
6,862   4,804 2,058
10,843   6,301 4,542
11,042   10,976 66
17,223   14,786 2,437
6,229   12,660 -6,431
2,783   2,254 529
11,441   9,589 1,852
8,294   2,901 5,393
7,122   8,205 -1,083
12,672   12,564 108
8,901   1,360 7,541
16   12 4
6,660   574 6,086
4,817   3,015 1,802
7,125   759 6,366
11,222   10,664 558
7,217   6,390 827
19,445   25,061 -5,616
4,212   4,102 110
637   772 -135
15,617   17,923 -2,306
3,909   3,846 63
8,600   7,971 629
7,309   6,945 364
10,633   10,266 367
30,515   24,658 5,857
8,505   3,681 4,824
14,992   12,908 2,084
5,882   2,475 3,407
5,926   5,857 69
2,857   6,709 -3,852
12,087   25,352 -13,265
5,041   8,474 -3,433
3,781   5,848 -2,067
5,881   7,094 -1,213
4,980   6,440 -1,460
4,980   6,851 -1,871
7,469   9,642 -2,173
10,972   14,876 -3,904
8,352   803 7,549
8,433   5,566 2,867
4,817   9,261 -4,444
3,564   5,490 -1,926
7,573   7,063 510
6,569   8,198 -1,629
7,919   8,977 -1,058
1,838   706 1,132
962   1,792 -830
1,673   3,073 -1,400
1,645   2,500 -855
3,486   5,193 -1,707
8,492   8,945 -453
4,523   6,001 -1,478
2,783   837 1,946
3,026   3,214 -188
8,562   8,582 -20
11,971   13,228 -1,257
13,431   17,627 -4,196
11,985   4,673 7,312
1,715   1,852 -137
5,907   6,572 -665
3,234   3,822 -588
10,509   5,360 5,149
8,054   10,645 -2,591
22,531   29,480 -6,949
12,755   1,055 11,700
5,910   543 5,367
7,101   10,025 -2,924
6,415   8,813 -2,398
4,965   6,663 -1,698
2,708   3,474 -766
7,890   2,459 5,431
11,363   14,243 -2,880
2,357   2,881 -524
3,536   3,912 -376
6,937   633 6,304
14,005   15,989 -1,984
6,582   8,311 -1,729
2,194   1,639 555
1,741   2,081 -340
9,865   4,383 5,482
4,123   4,634 -511
808   1,114 -306
12,282   16,288 -4,006
14,481   17,513 -3,032
10,484   11,617 -1,133
6,316   8,091 -1,775
7,401   11,284 -3,883
7,314   6,649 665
6,329   9,289 -2,960
3,245   2,382 863
3,245   4,046 -801
433   260 173
4,812   7,497 -2,685
5,307   3,846 1,461
4,949   4,492 457
1,859   1,745 114
7,437   7,524 -87
7,437   7,064 373
5,016   2,486 2,530
1,670   1,814 -144
2,505   1,042 1,463
3,708   3,489 219
8,844   9,875 -1,031
6,364   5,809 555
2,620   2,217 403
14,533   21,742 -7,209
24,086   18,348 5,738
9,373   12,874 -3,501
7,054   12,816 -5,762
2,475   3,671 -1,196
7,920   3,901 4,019
9,417   12,596 -3,179
8,568   8,343 225
2,465   3,322 -857
12,326   15,006 -2,680
11,584   18,677 -7,093
286,069   250,369 35,700
32,252   41,794 -9,542
183,705   159,044 24,661
18,051   22,948 -4,897
128,769   110,126 18,643
36,981   41,272 -4,291
26,680   23,138 3,542
8,654   11,362 -2,708
11,051   3,020 8,031
5,507   6,746 -1,239
7,342   4,378 2,964
6,277   8,305 -2,028
22,180   23,142 -962
10,527   11,580 -1,053
9,040   4,632 4,408
3,446   6,044 -2,598
2,297   1,449 848
9,197   5,786 3,411
1,568   2,249 -681
3,659   5,241 -1,582
5,654   819 4,835
2,028   2,063 -35
22,171   13,207 8,964
11,113   6,215 4,898
4,708   4,789 -81
7,462   7,213 249
9,070   14,056 -4,986
9,054   20,431 -11,377
22,045   31,715 -9,670
6,091   633 5,458
645   809 -164
5,162   7,332 -2,170
5,546   7,267 -1,721
1,032   1,261 -229
1,783   2,864 -1,081
13,099   5,793 7,306
29,406   17,934 11,472
6,187   8,964 -2,777
18,799   18,212 587
10,958   2,555 8,403
6,288   704 5,584
1,118   1,202 -84
9,645   264 9,381
4,335   6,873 -2,538
637   395 242
4,970   3,515 1,455
9,709   6,045 3,664
9,115   11,944 -2,829
9,913   11,564 -1,651
7,436   3,596 3,840
11,242   18,238 -6,996
9,871   8,795 1,076
5,403   10,407 -5,004
5,884   8,459 -2,575
8,843   6,899 1,944
5,473   4,604 869
5,527   4,234 1,293
8,684   6,561 2,123
5,768   3,441 2,327
7,228   3,188 4,040
5,735   5,643 92
7,109   8,871 -1,762
3,385   6,090 -2,705
2,031   2,832 -801
8,617   12,024 -3,407
13,944   378 13,566
8,182   2,679 5,503
4,667   2,672 1,995
6,188   704 5,484
13,728   13,344 384
8,521   6,022 2,499
5,402   1,179 4,223
5,660   160 5,500
11,238   5,815 5,423
3,408   540 2,868
6,349   8,534 -2,185
6,679   5,612 1,067
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
      512,682
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       -420
b       7,753
c       849
d       1
e       3,202
      2,058
      4,542
      66
      2,437
      -6,431
      529
      1,852
      5,393
      -1,083
      108
      7,541
      4
      6,086
      1,802
      6,366
      558
      827
      -5,616
      110
      -135
      -2,306
      63
      629
      364
      367
      5,857
      4,824
      2,084
      3,407
      69
      -3,852
      -13,265
      -3,433
      -2,067
      -1,213
      -1,460
      -1,871
      -2,173
      -3,904
      7,549
      2,867
      -4,444
      -1,926
      510
      -1,629
      -1,058
      1,132
      -830
      -1,400
      -855
      -1,707
      -453
      -1,478
      1,946
      -188
      -20
      -1,257
      -4,196
      7,312
      -137
      -665
      -588
      5,149
      -2,591
      -6,949
      11,700
      5,367
      -2,924
      -2,398
      -1,698
      -766
      5,431
      -2,880
      -524
      -376
      6,304
      -1,984
      -1,729
      555
      -340
      5,482
      -511
      -306
      -4,006
      -3,032
      -1,133
      -1,775
      -3,883
      665
      -2,960
      863
      -801
      173
      -2,685
      1,461
      457
      114
      -87
      373
      2,530
      -144
      1,463
      219
      -1,031
      555
      403
      -7,209
      5,738
      -3,501
      -5,762
      -1,196
      4,019
      -3,179
      225
      -857
      -2,680
      -7,093
      35,700
      -9,542
      24,661
      -4,897
      18,643
      -4,291
      3,542
      -2,708
      8,031
      -1,239
      2,964
      -2,028
      -962
      -1,053
      4,408
      -2,598
      848
      3,411
      -681
      -1,582
      4,835
      -35
      8,964
      4,898
      -81
      249
      -4,986
      -11,377
      -9,670
      5,458
      -164
      -2,170
      -1,721
      -229
      -1,081
      7,306
      11,472
      -2,777
      587
      8,403
      5,584
      -84
      9,381
      -2,538
      242
      1,455
      3,664
      -2,829
      -1,651
      3,840
      -6,996
      1,076
      -5,004
      -2,575
      1,944
      869
      1,293
      2,123
      2,327
      4,040
      92
      -1,762
      -2,705
      -801
      -3,407
      13,566
      5,503
      1,995
      5,484
      384
      2,499
      4,223
      5,500
      5,423
      2,868
      -2,185
      1,067
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 654,355
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 13,865
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 13,865
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 13,865
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 3,948
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,917
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,865
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow0 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowPA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (717) 699-2711

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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 ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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 .........right arrow
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
121,249    
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
13,894,913
b
Average of monthly cash balances.......................
1b
345,420
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,240,333
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
14,240,333
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
213,605
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,026,728
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
701,336
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
701,336
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,865
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
687,471
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
687,471
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
687,471
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
624,047
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
624,047
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 687,471
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 157,226
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 0
b From 2018...... 0
c From 2019...... 0
d From 2020...... 0
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 624,047
a Applied to 2021, but not more than line 2a 157,226
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 2022 distributable amount..... 466,821
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
220,650
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 0
c Excess from 2020.... 0
d Excess from 2021.... 0
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

LANCASTER GENERAL HEALTH

PO BOX 3555
LANCASTER,PA176043555
NONE PC GENERAL OPERATING 143,887

GOOD SHEPHERD REHABILITATION NETWORK

850 S 5TH STREET
ALLENTOWN,PA18103
NONE PC GENERAL OPERATING 143,887

ST JOHNS LUTHERAN CHURCH

PO BOX 391
COLUMBIA,PA17512
NONE PC GENERAL OPERATING 287,774
Total .................................right arrow 3a 575,548
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 426,264  
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 ............
    18 654,355  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP
    1 1,862  
bPARTNERSHIP/S-CORP 900099 -62      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -62 1,082,481  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,082,419
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 InvestmentsOtherSchedule2
Name:
HERR BENJAMIN FOR JOHN C ET AL-TR
EIN:
38-6897740
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
060505104 BANK AMER CORP AT COST 15,131 23,184
150870103 CELANESE CORP DEL AT COST 6,877 17,381
166764100 CHEVRONTEXACO CORP AT COST 5,554 11,487
126408103 CSX CORP COM AT COST 10,314 24,784
452308109 ILLINOIS TOOL WORKS AT COST 13,106 33,265
46141Q865 361 GLOBAL LNG/SHRT      
74925K581 ROBECO BP LNG/SHRT R AT COST 379,753 333,971
87165B103 SYNCHRONY FINANCIAL AT COST 15,149 20,702
29444U700 EQUINIX INC AT COST 7,380 11,136
654106103 NIKE INC CL B AT COST 13,877 24,572
91913Y100 VALERO ENERGY CORP N AT COST 1,637 11,164
929089100 VOYA FINANCIAL INC AT COST 9,782 21,522
05569M780 BNY MELLON S/T US GV AT COST 105,514 97,258
G06242104 ATLASSIAN CORP PLC-C      
02079K305 ALPHABET INC/CA AT COST 7,621 34,410
026874784 AMERICAN INTERNATION AT COST 21,202 38,576
05569M871 BNY MELLON INTL FD C AT COST 386,344 451,767
46625H100 J P MORGAN CHASE & C AT COST 31,806 42,912
64110L106 NETFLIX COM INC      
00724F101 ADOBE SYS INC COM      
05569M301 BNY MELLON INCOME ST AT COST 1,132,542 1,065,051
05569M384 BNY MELLON INTL EQUI AT COST 355,105 353,385
65339F101 NEXTERA ENERGY INC AT COST 16,588 24,077
437076102 HOME DEPOT INC USD 0 AT COST 17,306 29,375
594918104 MICROSOFT CORP COM AT COST 37,986 107,919
717081103 PFIZER INC COM      
723787107 PIONEER NAT RES CO AT COST 12,874 21,925
002824100 ABBOTT LABORATORIES AT COST 16,827 25,581
03027X100 AMERICAN TOWER CORP- AT COST 33,047 33,898
05569M368 BNY MELLON CORP BOND AT COST 437,862 397,371
05569M830 BNY MELLON BOND FD C AT COST 830,382 737,262
22160K105 COSTCO WHSL CORP NEW AT COST 17,849 29,216
244199105 DEERE & COMPANY AT COST 18,344 48,021
101137107 BOSTON SCIENTIFIC CO AT COST 19,250 20,822
30303M102 FACEBOOK INC      
G29183103 EATON CORP PLC AT COST 12,640 38,296
05569M509 BNY MELLON MID CAP S AT COST 1,066,670 1,334,230
05569M855 BNY MELLON EMERGING AT COST 119,160 165,600
30161N101 EXELON CORP AT COST 14,094 21,615
438516106 HONEYWELL INTL INC AT COST 9,553 45,003
872590104 T -MOBILE US INC AT COST 63,719 75,600
91324P102 UNITED HEALTH GROUP AT COST 29,850 74,225
G5960L103 MEDTRONIC PLC      
023135106 AMAZON COM INC AT COST 2,527 21,420
037833100 APPLE COMPUTER INC C AT COST 1,394 47,424
126650100 CVS CORP      
595112103 MICRON TECHNOLOGY AT COST 41,061 45,982
921075297 VAN ECK CM COMMODITY AT COST 260,432 185,202
882508104 TEXAS INSTRUMENTS IN AT COST 26,312 25,774
05569M814 BNY MELLON INTERMEDI AT COST 670,792 637,482
05587N737 BNYM OPPORT SM CAP-Y AT COST 46,923 58,815
12572Q105 CME GROUP INC AT COST 31,400 28,251
70450Y103 PAYPAL HOLDINGS INC      
00287Y109 ABBVIE INC AT COST 28,577 54,139
05587K824 BNYM SEL MGR S/C VAL      
05587N851 BNYM GLBL DYN BND IN AT COST 106,523 88,993
05587K857 BNYM INTL STCK-Y AT COST 139,751 221,489
05588Q507 BNYM RESEARCH GROWTH AT COST 652,585 530,944
89832Q109 TRUIST FINL CORP AT COST 22,068 22,247
191216100 COCA-COLA CO USD AT COST 43,931 48,344
05588F709 BNYM GLBL RL EST SEC AT COST 185,845 179,732
007903107 ADVANCED MICRO DEVIC AT COST 3,890 11,400
461202103 INTUIT INC COM      
05587N794 BNYM GLBL RL RTRN -Y AT COST 148,486 144,052
05588E850 BNY MELLON HIGH YIEL AT COST 323,034 264,878
05589K400 BNYM FLTNG RT INC-Y AT COST 268,882 234,266
482480100 KLA TENCOR CORP AT COST 10,239 22,999
883556102 THERMO ELECTRON CORP AT COST 16,587 26,984
05587K865 BNYM SELECT MGR S/C AT COST 232,513 219,712
78409V104 S & P GLOBAL INC AT COST 15,346 23,446
05587N703 BNY MELLON DYNAMIC V AT COST 585,061 584,545
852234103 SQUARE INC - A      
9DDI00547 MOLSSF LIQUIDATING T      
15135B101 CENTENE CORP DEL      
88339J105 TRADE DESK INC/THE      
75513E101 RAYTHEON TECHNOLOGIE AT COST 27,577 36,331
00771X419 G Q G PART EMERG MKT AT COST 228,976 182,544
532457108 ELI LILLY & CO COM AT COST 26,172 47,193
83088M102 SKYWORKS SOLUTIONS I      
87234N765 TCW EMERGING MARKETS AT COST 285,597 214,117
G46188101 HORIZON THERAPEUTICS      
16119P108 CHARTER COMMUNICATIO      
67066G104 NVIDIA CORP      
009158106 AIR PRODUCTS AND CHE      
22788C105 CROWDSTRIKE HOLDINGS      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,868 19,498
38145N220 GOLDMAN SACHS ABS RE AT COST 199,903 176,640
88160R101 TESLA MOTORS INC      
518439104 ESTEE LAUDER COMPANI AT COST 26,385 23,819
922042858 VANGUARD INTL EQUITY AT COST 245,340 175,410
571903202 MARRIOTT INTERNATION      
367829884 GATEWAY TR AT COST 302,405 275,125
03076C106 AMERIPRISE FINL INC AT COST 24,313 33,317
828806109 SIMON PPTY GROUP INC      
G1151C101 ACCENTURE PLC IRELAN AT COST 25,668 22,681
235851102 DANAHER CORP COMMON      
922908751 VANGUARD INDEX TR AT COST 725,690 587,328
31618H283 FIDELITY ADV INTL SM AT COST 247,211 189,736
57636Q104 MASTERCARD INC AT COST 70,125 71,632
37045V100 GENERAL MOTORS CO      
464288273 ISHARES MSCI EAFE SM AT COST 243,895 183,560
V7780T103 ROYAL CARIBBEAN CRUI      
538034109 LIVE NATION INC      
745867101 PULTE GROUP INC      
23804L103 DATADOG INC      
444859102 HUMANA INC COM AT COST 26,997 28,170
020002101 ALLSTATE CORP COM AT COST 27,921 28,612
036752103 ANTHEM INC AT COST 29,669 32,317
68389X105 ORACLE CORPORATION AT COST 40,362 42,505
00206R102 AT&T INC AT COST 43,274 42,159
125523100 CIGNA CORP AT COST 18,359 19,549
74340W103 PROLOGIS INC AT COST 11,274 11,498
29250N105 ENBRIDGE INC AT COST 14,530 14,858
747525103 QUALCOMM INC AT COST 30,052 25,176
097023105 BOEING COMPANY AT COST 21,594 23,430
30231G102 EXXON MOBIL CORP AT COST 66,332 69,710
11135F101 BROADCOM INC AT COST 45,527 45,290
05722G100 BAKER HUGHES A GE CO AT COST 12,777 11,812
01988X408 ALLSPRING GLO LNG/SH AT COST 327,852 317,236
75886F107 REGENERON PHARMACEUT AT COST 19,678 20,202
032095101 AMPHENOL CORP NEW AT COST 29,515 29,695
58933Y105 MERCK & CO INC AT COST 39,647 46,377
87612E106 TARGET CORP AT COST 16,806 15,351
580135101 MC DONALDS CORPORATI AT COST 49,545 50,334
742718109 PROCTER & GAMBLE CO AT COST 21,148 21,673
845467109 SOUTHWESTERN ENERGY AT COST 22,111 19,773
02209S103 ALTRIA GROUP INC AT COST 34,292 28,340
517834107 LAS VEGAS SANDS CORP AT COST 33,393 43,263
370334104 GENERAL MILLS INC CO AT COST 26,717 27,671
744573106 PUBLIC SERVICE ENTER AT COST 32,256 28,184
573284106 MARTIN MARIETTA MATL AT COST 14,921 14,533

TY 2022 OtherDecreasesSchedule
Name:
HERR BENJAMIN FOR JOHN C ET AL-TR
EIN:
38-6897740
Description Amount
MUTUAL FUND TIMING ADJ 1,235
PY RETURN OF CAPITAL ADJ 499
MOLSSF PARTNERSHIP K-1 ADJ 2,056


TY 2022 OtherExpensesSchedule
Name:
HERR BENJAMIN FOR JOHN C ET AL-TR
EIN:
38-6897740
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP 35 35   0


TY 2022 OtherIncomeSchedule2
Name:
HERR BENJAMIN FOR JOHN C ET AL-TR
EIN:
38-6897740
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 1,800 1,862  


TY 2022 TaxesSchedule
Name:
HERR BENJAMIN FOR JOHN C ET AL-TR
EIN:
38-6897740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,876 9,876   0
FEDERAL TAX PAYMENT - PRIOR YE 13,353 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,332 0   0
FOREIGN TAXES ON NONQUALIFIED 1,366 1,366   0