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
WATSON ALBERT TA B
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6473938
B Telephone number (see instructions)

(412) 234-8833
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$2,399,314
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... 79,718 79,366  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,776
b Gross sales price for all assets on line 6a 720,356
7 Capital gain net income (from Part IV, line 2)... 70,776
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)....... 413 427  
12 Total. Add lines 1 through 11........ 150,907 150,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,653 13,592   9,061
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 355 0 0 355
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 10,195 2,642   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)....... 8 8    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,211 16,242 0 9,416
25 Contributions, gifts, grants paid....... 154,014 154,014
26 Total expenses and disbursements. Add lines 24 and 25 187,225 16,242 0 163,430
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,318
b Net investment income (if negative, enter -0-) 134,327
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.............   17 17
2 Savings and temporary cash investments......... 163,870 121,584 121,584
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).......... 2,235,281 Click to see attachment
List of Attached Documents:
// Content
2,240,727
2,277,713
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) 2,399,151 2,362,328 2,399,314
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........ 2,399,151 2,362,328
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)..... 2,399,151 2,362,328
30 Total liabilities and net assets/fund balances (see instructions). 2,399,151 2,362,328
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
2,399,151
2
Enter amount from Part I, line 27a .....................
2
-36,318
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
83
4
Add lines 1, 2, and 3 ..........................
4
2,362,916
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
588
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,362,328
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 2. ADOBE SYS INC COM   2021-06-14 2022-01-05
b 4. ADOBE SYS INC COM   2013-02-04 2022-01-05
c 111.857 BNYM SEL MGR S/C VAL-Y   2021-02-01 2022-01-07
d 103.484 BNYM SELECT MGR S/C GRW-Y   2021-02-01 2022-01-07
e 86.505 BNYM OPPORT SM CAP-Y   2021-02-01 2022-01-07
10. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-02-04 2022-01-14
4. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-08-05 2022-01-14
11. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-01-10 2022-01-14
6. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-03-25 2022-01-18
14. TEXAS INSTRUMENTS INC   2018-09-19 2022-01-20
50. PULTE GROUP INC   2021-09-27 2022-01-27
3. CHEVRONTEXACO CORP   2021-06-14 2022-01-31
27. CHEVRONTEXACO CORP   2018-03-29 2022-01-31
10. PAYPAL HOLDINGS INC   2021-04-06 2022-02-02
5. PAYPAL HOLDINGS INC   2019-10-28 2022-02-02
25. MEDTRONIC PLC   2018-05-31 2022-02-02
8. FACEBOOK INC   2018-12-06 2022-02-03
40. GENERAL MOTORS CO   2021-05-07 2022-02-07
60. PULTE GROUP INC   2021-09-27 2022-02-07
12. TRANE TECHNOLOGIES PLC   2012-02-16 2022-02-09
3. ADOBE SYS INC COM   2013-02-04 2022-02-18
5. INTUIT INC COM   2019-11-15 2022-02-22
5. HOME DEPOT INC USD 0.05   2011-08-16 2022-02-25
19. SKYWORKS SOLUTIONS INC   2020-07-16 2022-02-25
1. TESLA MOTORS INC   2021-08-27 2022-02-25
1179.822 BNYM SEL MGR S/C VAL-Y   2014-12-31 2022-03-07
1160.464 BNYM SELECT MGR S/C GRW-Y   2020-07-27 2022-03-07
920.051 BNYM OPPORT SM CAP-Y   2014-12-18 2022-03-07
100. GENERAL MOTORS CO   2021-03-25 2022-03-17
7. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-17
11. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2022-03-17
8. SIMON PPTY GROUP INC NEW   2021-05-27 2022-03-18
14. SIMON PPTY GROUP INC NEW   2021-03-15 2022-03-18
20. TRADE DESK INC/THE   2021-11-05 2022-03-30
19. SIMON PPTY GROUP INC NEW   2021-03-15 2022-04-07
150. BOSTON SCIENTIFIC CORP COM   2018-10-18 2022-04-08
30. CONSTELLATION ENERGY CORP   2015-08-20 2022-04-08
13. PIONEER NAT RES CO   2022-01-31 2022-04-08
40. BANK AMER CORP   2015-02-25 2022-04-12
4. MASTERCARD INC   2021-11-19 2022-04-12
2. NETFLIX COM INC   2021-06-24 2022-04-20
13. NETFLIX COM INC   2018-08-24 2022-04-20
2. CHARTER COMMUNICATIONS INC-A   2021-10-18 2022-04-29
3. CHARTER COMMUNICATIONS INC-A   2021-12-20 2022-04-29
3. CHARTER COMMUNICATIONS INC-A   2020-03-03 2022-04-29
21. DATADOG INC   2021-10-13 2022-05-03
5. ADOBE SYS INC COM   2013-02-04 2022-05-06
5. INTUIT INC COM   2019-11-15 2022-05-06
10. SQUARE INC - A   2021-11-19 2022-05-06
11. SQUARE INC - A   2022-02-02 2022-05-11
23. SQUARE INC - A   2019-04-10 2022-05-11
11. APPLE COMPUTER INC COM   2022-02-03 2022-05-12
11. APPLE COMPUTER INC COM   2022-03-17 2022-05-12
4. APPLE COMPUTER INC COM   2019-10-10 2022-05-12
2. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
3. CROWDSTRIKE HOLDINGS INC - A   2021-09-20 2022-05-12
2. ATLASSIAN CORP PLC-CLASS A   2021-06-14 2022-05-12
5. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-12
12. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-17
5. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2022-05-17
5. ATLASSIAN CORP PLC-CLASS A   2018-03-02 2022-05-17
1. COSTCO WHSL CORP NEW   2021-10-18 2022-05-18
5. COSTCO WHSL CORP NEW   2021-06-23 2022-05-18
18. PROCTER & GAMBLE CO COM   2022-02-02 2022-05-18
1. ALPHABET INC/CA   2021-10-27 2022-05-19
19. APPLE COMPUTER INC COM   2019-08-01 2022-05-19
2. LIVE NATION INC   2021-11-26 2022-06-03
18. LIVE NATION INC   2021-12-20 2022-06-03
13. MICROSOFT CORP COM   2020-04-24 2022-06-03
14. PROLOGIS INC   2022-04-07 2022-06-03
80. ROYAL CARIBBEAN CRUISES LTD   2021-07-30 2022-06-07
14. AMAZON COM INC   2020-04-24 2022-06-08
11. AMAZON COM INC   2011-05-02 2022-06-10
20. PAYPAL HOLDINGS INC   2022-04-12 2022-06-10
1. ALPHABET INC/CA   2021-10-27 2022-06-13
20. TRADE DESK INC/THE   2021-06-14 2022-06-13
20. TRADE DESK INC/THE   2021-05-26 2022-06-13
10. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2022-06-13
16. ZOETIS INC   2022-04-08 2022-06-17
5. LIVE NATION INC   2021-11-26 2022-06-21
5. LIVE NATION INC   2021-03-01 2022-06-21
15. AMAZON COM INC   2011-05-02 2022-06-22
1. ALPHABET INC/CA   2020-04-24 2022-06-30
90. CSX CORP COM   2017-01-13 2022-06-30
20. LIVE NATION INC   2021-03-01 2022-06-30
2. PAYPAL HOLDINGS INC   2022-04-12 2022-07-22
34. PAYPAL HOLDINGS INC   2019-04-10 2022-07-22
30. ABBOTT LABORATORIES   2021-11-15 2022-07-25
16. PROCTER & GAMBLE CO COM   2022-02-07 2022-07-29
10. VALERO ENERGY CORP NEW   2022-06-03 2022-07-29
60. BAKER HUGHES A GE CO   2022-04-08 2022-08-01
8. PIONEER NAT RES CO   2021-10-11 2022-08-01
20. DUPONT DE NEMOURS INC   2022-01-14 2022-08-03
6. VALERO ENERGY CORP NEW   2021-10-11 2022-08-03
8. VALERO ENERGY CORP NEW   2022-06-03 2022-08-03
50. BAKER HUGHES A GE CO   2022-04-08 2022-08-04
8. CHEVRONTEXACO CORP   2011-08-16 2022-08-04
4. PIONEER NAT RES CO   2021-10-11 2022-08-04
1. PIONEER NAT RES CO   2021-06-14 2022-08-04
10. RAYTHEON TECHNOLOGIES CORP   2021-11-24 2022-08-04
20. RAYTHEON TECHNOLOGIES CORP   2022-02-07 2022-08-04
20. RAYTHEON TECHNOLOGIES CORP   2021-05-27 2022-08-04
4. VALERO ENERGY CORP NEW   2021-10-11 2022-08-04
7. VALERO ENERGY CORP NEW   2021-02-04 2022-08-04
1353.383 BNY MELLON EMERGING MKTS FD CL M SHS   2022-01-07 2022-08-05
2319.712 BNY MELLON EMERGING MKTS FD CL M SHS   2017-08-28 2022-08-05
3.155 BNYM INTL STCK-Y   2021-12-14 2022-08-05
913.342 BNYM INTL STCK-Y   2017-02-10 2022-08-05
1310.484 BNY MELLON INTL EQTY-Y   2017-02-10 2022-08-05
952.834 BNYM DIV EMG MKTS-Y   2014-04-17 2022-08-05
1615.509 BNY MELLON HIGH YIELD-I   2021-09-02 2022-08-05
6733.284 BNY MELLON HIGH YIELD-I   2011-06-02 2022-08-05
1287.948 BNYM FLTNG RT INC-Y   2014-12-26 2022-08-05
2. ILLINOIS TOOL WORKS INC COM   2022-02-09 2022-08-05
3. ILLINOIS TOOL WORKS INC COM   2020-07-27 2022-08-05
601. ISHARES MSCI EAFE SMALL CAP   2021-09-03 2022-08-05
110. AT&T INC   2022-05-19 2022-08-11
4. KLA TENCOR CORP   2022-05-19 2022-08-11
1. KLA TENCOR CORP   2021-02-23 2022-08-11
60. DUPONT DE NEMOURS INC   2022-01-18 2022-08-31
60. CVS CORP   2019-08-07 2022-09-02
14. FACEBOOK INC   2022-04-29 2022-09-14
13. NVIDIA CORP   2021-09-30 2022-09-23
3. NVIDIA CORP   2022-08-11 2022-09-23
15. NVIDIA CORP   2020-01-09 2022-09-23
25. QORVO INC   2022-08-04 2022-09-23
7. S & P GLOBAL INC   2019-06-19 2022-09-23
50. HORIZON THERAPEUTICS PUB LTD CO   2020-10-30 2022-09-23
15. FEDEX CORPORATION   2022-06-30 2022-09-26
124.158 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-09-29
80. CENTENE CORP DEL   2020-01-23 2022-10-10
14. FACEBOOK INC   2022-04-29 2022-10-10
18. FACEBOOK INC   2013-08-15 2022-10-10
5. MICROSOFT CORP COM   2022-08-03 2022-10-10
8. MICROSOFT CORP COM   2019-06-24 2022-10-10
30. PFIZER INC COM   2022-04-08 2022-10-10
120. PFIZER INC COM   2021-09-20 2022-10-10
9. KLA TENCOR CORP   2019-10-28 2022-10-17
16. NVIDIA CORP   2020-01-09 2022-10-17
10. ADVANCED MICRO DEVICES INC   2022-08-11 2022-10-21
10. ADVANCED MICRO DEVICES INC   2019-02-19 2022-10-21
20. CVS CORP   2019-08-07 2022-10-21
10. BAKER HUGHES A GE CO   2022-04-08 2022-10-24
30. BAKER HUGHES A GE CO   2022-06-07 2022-10-24
10. VALERO ENERGY CORP NEW   2011-08-16 2022-10-24
6.2066 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-10-24
50. ALPHABET INC/CA   2015-07-27 2022-10-27
11. MICROSOFT CORP COM   2019-06-24 2022-10-27
14.4076 MOLSSF LIQUIDATING TRUST   2020-12-30 2022-10-27
10. APPLE COMPUTER INC COM   2022-09-23 2022-10-28
9. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2022-10-31
40. SEAGATE TECHNOLOGY HOLDINGS   2022-01-05 2022-10-31
50. AMAZON COM INC   2022-07-29 2022-11-01
14. AMAZON COM INC   2011-05-02 2022-11-01
2. CROWDSTRIKE HOLDINGS INC - A   2022-08-11 2022-11-01
6. CROWDSTRIKE HOLDINGS INC - A   2021-05-26 2022-11-01
2. EQUINIX INC   2022-03-17 2022-11-01
6. NIKE INC CL B   2022-08-01 2022-11-01
4. NIKE INC CL B   2021-10-05 2022-11-01
21. NVIDIA CORP   2020-01-09 2022-11-01
25. PIONEER NAT RES CO   2015-02-13 2022-11-01
21. DANAHER CORP COMMON   2021-02-03 2022-11-02
30. ALPHABET INC/CA   2013-04-19 2022-11-03
20. AMAZON COM INC   2011-05-02 2022-11-03
17. APPLE COMPUTER INC COM   2019-08-01 2022-11-03
6. CROWDSTRIKE HOLDINGS INC - A   2022-08-11 2022-11-04
2. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2022-11-04
20. TRADE DESK INC/THE   2020-03-09 2022-11-04
17. CROWDSTRIKE HOLDINGS INC - A   2020-05-14 2022-11-07
50. EXELON CORP   2022-05-11 2022-11-07
25. LIVE NATION INC   2021-03-04 2022-11-07
40. TRADE DESK INC/THE   2020-03-09 2022-11-07
9. TESLA MOTORS INC   2022-04-20 2022-11-08
2. TESLA MOTORS INC   2021-08-27 2022-11-08
8. DANAHER CORP COMMON   2021-02-09 2022-11-10
31. SEAGATE TECHNOLOGY HOLDINGS   2022-01-20 2022-11-10
20. SEAGATE TECHNOLOGY HOLDINGS   2022-07-25 2022-11-10
6. UNITED HEALTH GROUP INC   2021-06-01 2022-11-14
30. AMERICAN INTERNATIONAL GROUP   2019-01-15 2022-11-15
5. AMERIPRISE FINL INC   2021-07-16 2022-11-15
60. SYNCHRONY FINANCIAL   2016-10-05 2022-11-15
20. VOYA FINANCIAL INC   2020-04-24 2022-11-15
7. MICROSOFT CORP COM   2019-09-13 2022-11-16
6. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-11-17
8. AMERICAN TOWER CORP-CL A   2022-06-03 2022-11-18
7. TESLA MOTORS INC   2021-08-11 2022-11-21
5. TESLA MOTORS INC   2022-11-01 2022-11-22
6. TESLA MOTORS INC   2021-08-11 2022-11-22
23. APPLE COMPUTER INC COM   2009-12-30 2022-11-29
20. ADVANCED MICRO DEVICES INC   2019-02-19 2022-12-05
7. CHEVRONTEXACO CORP   2011-08-16 2022-12-06
10. AMAZON COM INC   2011-05-02 2022-12-07
1. MARRIOTT INTERNATIONAL INC CL A   2022-06-22 2022-12-07
18. MARRIOTT INTERNATIONAL INC CL A   2021-11-22 2022-12-07
20. ABBVIE INC   2020-06-10 2022-12-09
20. ALPHABET INC/CA   2013-04-19 2022-12-16
9. APPLE COMPUTER INC COM   2009-12-30 2022-12-16
14. CHEVRONTEXACO CORP   2011-08-16 2022-12-16
6. VALERO ENERGY CORP NEW   2011-08-16 2022-12-16
6. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2022-12-16
19. CELANESE CORP DEL   2011-08-16 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    
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 1,046   1,116 -70
b 2,091   550 1,541
c 3,000   2,996 4
d 3,000   3,536 -536
e 3,000   3,041 -41
2,911   2,670 241
1,164   1,164  
3,202   2,527 675
1,715   1,212 503
2,488   1,381 1,107
2,510   2,502 8
394   323 71
3,550   3,032 518
1,325   2,671 -1,346
663   540 123
2,577   2,160 417
1,896   1,105 791
2,035   2,343 -308
2,924   2,899 25
1,942   297 1,645
1,332   115 1,217
2,409   1,434 975
1,549   166 1,383
2,632   2,516 116
802   710 92
29,000   30,244 -1,244
29,000   35,847 -6,847
29,000   31,088 -2,088
4,321   5,593 -1,272
921   897 24
3,506   4,042 -536
1,042   1,025 17
1,824   1,691 133
1,462   1,389 73
2,377   2,295 82
6,731   5,577 1,154
1,918   873 1,045
3,303   2,844 459
1,568   660 908
1,394   1,378 16
440   1,032 -592
2,857   6,116 -3,259
840   1,412 -572
1,260   1,949 -689
1,260   1,502 -242
2,400   3,254 -854
1,988   191 1,797
2,008   1,314 694
963   1,944 -981
817   1,258 -441
1,708   1,579 129
1,537   1,908 -371
1,556   1,763 -207
566   230 336
275   512 -237
418   768 -350
329   500 -171
830   1,231 -401
1,853   1,952 -99
870   1,154 -284
870   537 333
432   459 -27
2,141   2,162 -21
2,628   2,905 -277
2,239   2,938 -699
2,617   1,038 1,579
191   206 -15
1,715   1,908 -193
3,503   2,365 1,138
1,790   2,366 -576
4,506   5,846 -1,340
1,701   1,683 18
1,204   772 432
1,578   2,228 -650
2,138   2,938 -800
903   1,211 -308
903   1,158 -255
1,679   523 1,156
2,561   3,210 -649
421   514 -93
421   466 -45
1,652   151 1,501
2,194   1,268 926
2,611   1,736 875
1,649   1,858 -209
162   223 -61
2,747   3,644 -897
3,242   3,925 -683
2,237   2,480 -243
1,108   1,413 -305
1,480   2,256 -776
1,829   1,633 196
1,151   1,693 -542
649   476 173
865   1,079 -214
1,203   1,874 -671
1,213   821 392
861   781 80
215   163 52
930   872 58
1,859   1,881 -22
1,859   1,766 93
418   318 100
732   429 303
14,738   18,000 -3,262
25,262   31,778 -6,516
66   82 -16
19,208   14,173 5,035
26,000   24,038 1,962
23,068   20,831 2,237
8,708   10,000 -1,292
36,292   42,987 -6,695
14,000   15,598 -1,598
418   453 -35
626   561 65
34,407   47,462 -13,055
1,985   2,217 -232
1,497   1,367 130
374   317 57
3,354   5,017 -1,663
6,022   4,350 1,672
2,117   2,907 -790
1,609   2,895 -1,286
371   551 -180
1,856   914 942
2,030   2,715 -685
2,221   2,105 116
3,081   3,753 -672
2,145   3,442 -1,297
8,487   9,472 -985
5,929   5,222 707
1,864   2,428 -564
2,397   655 1,742
1,147   1,405 -258
1,836   1,256 580
1,256   1,661 -405
5,022   5,238 -216
2,369   2,488 -119
1,903   975 928
574   1,007 -433
574   401 173
1,839   1,157 682
261   375 -114
784   1,123 -339
1,285   319 966
465   474 -9
4,619   2,868 1,751
2,495   1,514 981
1,080   1,099 -19
1,555   1,503 52
1,814   2,811 -997
2,012   4,533 -2,521
4,834   6,970 -2,136
1,354   141 1,213
323   404 -81
968   1,364 -396
1,109   1,449 -340
563   688 -125
375   603 -228
2,865   1,263 1,602
6,338   3,821 2,517
5,194   5,035 159
2,529   726 1,803
1,796   201 1,595
2,376   923 1,453
765   1,213 -448
255   158 97
904   645 259
2,116   1,323 793
1,823   2,390 -567
1,796   2,048 -252
1,750   863 887
1,744   2,988 -1,244
388   473 -85
2,134   1,902 232
1,658   3,217 -1,559
1,070   1,538 -468
3,121   2,413 708
1,824   1,399 425
1,626   1,245 381
2,171   1,623 548
1,282   910 372
1,687   957 730
956   941 15
1,723   2,150 -427
1,185   1,651 -466
845   1,144 -299
1,014   1,415 -401
3,240   265 2,975
1,488   487 1,001
1,210   684 526
884   101 783
158   140 18
2,840   2,762 78
3,277   2,173 1,104
1,801   393 1,408
1,213   67 1,146
2,348   1,368 980
705   116 589
1,587   2,133 -546
1,923   2,009 -86
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
      86,893
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       -70
b       1,541
c       4
d       -536
e       -41
      241
       
      675
      503
      1,107
      8
      71
      518
      -1,346
      123
      417
      791
      -308
      25
      1,645
      1,217
      975
      1,383
      116
      92
      -1,244
      -6,847
      -2,088
      -1,272
      24
      -536
      17
      133
      73
      82
      1,154
      1,045
      459
      908
      16
      -592
      -3,259
      -572
      -689
      -242
      -854
      1,797
      694
      -981
      -441
      129
      -371
      -207
      336
      -237
      -350
      -171
      -401
      -99
      -284
      333
      -27
      -21
      -277
      -699
      1,579
      -15
      -193
      1,138
      -576
      -1,340
      18
      432
      -650
      -800
      -308
      -255
      1,156
      -649
      -93
      -45
      1,501
      926
      875
      -209
      -61
      -897
      -683
      -243
      -305
      -776
      196
      -542
      173
      -214
      -671
      392
      80
      52
      58
      -22
      93
      100
      303
      -3,262
      -6,516
      -16
      5,035
      1,962
      2,237
      -1,292
      -6,695
      -1,598
      -35
      65
      -13,055
      -232
      130
      57
      -1,663
      1,672
      -790
      -1,286
      -180
      942
      -685
      116
      -672
      -1,297
      -985
      707
      -564
      1,742
      -258
      580
      -405
      -216
      -119
      928
      -433
      173
      682
      -114
      -339
      966
      -9
      1,751
      981
      -19
      52
      -997
      -2,521
      -2,136
      1,213
      -81
      -396
      -340
      -125
      -228
      1,602
      2,517
      159
      1,803
      1,595
      1,453
      -448
      97
      259
      793
      -567
      -252
      887
      -1,244
      -85
      232
      -1,559
      -468
      708
      425
      381
      548
      372
      730
      15
      -427
      -466
      -299
      -401
      2,975
      1,001
      526
      783
      18
      78
      1,104
      1,408
      1,146
      980
      589
      -546
      -86
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 70,776
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 1,867
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 1,867
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 1,867
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 3,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 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 2,117
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow934 Refundedright arrow 11 1,183
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 (412) 234-8833

Located atright arrowPO BOX 267PITTSBURGHPA 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
22,653    
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
2,521,553
b
Average of monthly cash balances.......................
1b
57,805
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,579,358
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
2,579,358
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,690
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,540,668
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
127,033
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
127,033
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,867
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,867
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
125,166
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
125,166
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
125,166
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
163,430
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
163,430
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 7 125,166
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
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...... 16,028
d From 2020...... 0
e From 2021...... 7,645
f Total of lines 3a through e ........ 23,673
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 163,430
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2022 distributable amount..... 125,166
e Remaining amount distributed out of corpus 38,264
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 61,937
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 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 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 ......
61,937
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 16,028
c Excess from 2020.... 0
d Excess from 2021.... 7,645
e Excess from 2022.... 38,264
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

PARTNERSHIP FOR BETTER HEALTH

274 WILSON STREET
CARLISLE,PA17013
NONE PC GENERAL OPERATING PURPOSES 25,674

LEBANON VALLEY COLLEGE

101 NORTH COLLEGE AVENUE
ANNVILLE,PA17003
NONE PC GENERAL OPERATING 51,333

UNITED WAY OF CARLISLE

CUMBERLAND COUNTY
CARLISLE,PA170133437
NONE PC GENERAL OPERATING 25,674

CARLISLE UNITED METHODIST CHURCH

333 S SPRING GARDEN
CARLISLE,PA17013
NONE PC GENERAL OPERATING 51,333
Total .................................right arrow 3a 154,014
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 79,718  
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 70,776  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP
    1 427  
bPARTNERSHIP/S-CORP 900099 -14      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -14 150,921  
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,907
(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:
WATSON ALBERT TA B
EIN:
23-6473938
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
595112103 MICRON TECHNOLOGY AT COST 9,085 9,996
02079K305 ALPHABET INC/CA AT COST 1,565 7,058
05569M384 BNY MELLON INTL EQUI AT COST 69,684 64,815
05569M830 BNY MELLON BOND FD C AT COST 454,092 402,056
05569M855 BNY MELLON EMERGING AT COST 95,440 88,153
G06242104 ATLASSIAN CORP PLC-C      
060505104 BANK AMER CORP AT COST 3,222 4,968
101137107 BOSTON SCIENTIFIC CO AT COST 4,705 5,090
166764100 CHEVRONTEXACO CORP AT COST 1,268 2,513
87165B103 SYNCHRONY FINANCIAL AT COST 3,112 4,600
46625H100 J P MORGAN CHASE & C AT COST 7,032 9,655
023135106 AMAZON COM INC AT COST 562 4,704
05569M301 BNY MELLON INCOME ST AT COST 90,854 90,733
05569M509 BNY MELLON MID CAP S AT COST 123,699 179,944
05569M780 BNY MELLON S/T US GV AT COST 20,417 18,894
126408103 CSX CORP COM AT COST 2,321 5,576
437076102 HOME DEPOT INC USD 0 AT COST 3,245 6,001
65339F101 NEXTERA ENERGY INC AT COST 3,333 5,183
002824100 ABBOTT LABORATORIES AT COST 3,615 5,599
30161N101 EXELON CORP AT COST 3,171 4,755
30303M102 FACEBOOK INC      
91324P102 UNITED HEALTH GROUP AT COST 6,617 15,905
91913Y100 VALERO ENERGY CORP N AT COST 368 2,410
22160K105 COSTCO WHSL CORP NEW AT COST 3,816 6,391
64110L106 NETFLIX COM INC      
929089100 VOYA FINANCIAL INC AT COST 2,366 4,919
037833100 APPLE COMPUTER INC C AT COST 583 10,135
126650100 CVS CORP      
G5960L103 MEDTRONIC PLC      
026874784 AMERICAN INTERNATION AT COST 4,086 8,221
05569M368 BNY MELLON CORP BOND AT COST 72,576 66,573
05569M814 BNY MELLON INTERMEDI AT COST 102,680 94,565
03027X100 AMERICAN TOWER CORP- AT COST 6,998 7,203
05569M871 BNY MELLON INTL FD C AT COST 111,710 104,787
244199105 DEERE & COMPANY AT COST 3,606 10,290
29444U700 EQUINIX INC AT COST 1,691 2,620
452308109 ILLINOIS TOOL WORKS AT COST 3,004 7,270
654106103 NIKE INC CL B AT COST 2,609 4,914
717081103 PFIZER INC COM      
723787107 PIONEER NAT RES CO AT COST 2,732 4,796
921075297 VAN ECK CM COMMODITY AT COST 34,491 29,934
872590104 T -MOBILE US INC AT COST 13,844 16,240
882508104 TEXAS INSTRUMENTS IN AT COST 5,380 5,287
G29183103 EATON CORP PLC AT COST 2,942 8,318
00724F101 ADOBE SYS INC COM      
150870103 CELANESE CORP DEL AT COST 1,614 3,681
438516106 HONEYWELL INTL INC AT COST 3,030 9,858
594918104 MICROSOFT CORP COM AT COST 8,546 23,263
05588D811 BNYM DIV EMG MKTS-Y      
191216100 COCA-COLA CO USD AT COST 9,602 10,814
70450Y103 PAYPAL HOLDINGS INC      
05588D753 BNY MELLON INTL EQTY AT COST 7,685 8,192
05588F709 BNYM GLBL RL EST SEC AT COST 26,182 24,624
461202103 INTUIT INC COM      
482480100 KLA TENCOR CORP AT COST 2,191 4,901
05587K824 BNYM SEL MGR S/C VAL AT COST 36,134 40,518
05587K857 BNYM INTL STCK-Y      
00287Y109 ABBVIE INC AT COST 5,839 11,636
05587K865 BNYM SELECT MGR S/C AT COST 25,156 28,956
05587N703 BNY MELLON DYNAMIC V AT COST 78,404 86,571
05588E850 BNY MELLON HIGH YIEL AT COST 29,858 25,477
05588Q507 BNYM RESEARCH GROWTH AT COST 117,400 94,608
852234103 SQUARE INC - A      
007903107 ADVANCED MICRO DEVIC AT COST 958 2,720
05587N851 BNYM GLBL DYN BND IN AT COST 24,288 20,714
78409V104 S & P GLOBAL INC AT COST 3,300 5,024
883556102 THERMO ELECTRON CORP AT COST 3,559 6,058
89832Q109 TRUIST FINL CORP AT COST 4,584 5,035
05589K400 BNYM FLTNG RT INC-Y AT COST 92,076 84,644
12572Q105 CME GROUP INC AT COST 6,809 6,222
05587K832 BNYM US EQUITY FUND- AT COST 86,814 79,892
05587N737 BNYM OPPORT SM CAP-Y AT COST 38,714 43,769
83088M102 SKYWORKS SOLUTIONS I      
67066G104 NVIDIA CORP      
88339J105 TRADE DESK INC/THE      
9DDI00547 MOLSSF LIQUIDATING T      
G8994E103 TRANE TECHNOLOGIES P AT COST 643 4,370
G46188101 HORIZON THERAPEUTICS      
009158106 AIR PRODUCTS AND CHE      
16119P108 CHARTER COMMUNICATIO      
87234N765 TCW EMERGING MARKETS AT COST 98,884 73,225
75513E101 RAYTHEON TECHNOLOGIE AT COST 6,142 8,275
15135B101 CENTENE CORP DEL      
22788C105 CROWDSTRIKE HOLDINGS      
532457108 ELI LILLY & CO COM AT COST 5,582 10,244
745867101 PULTE GROUP INC      
235851102 DANAHER CORP COMMON      
23804L103 DATADOG INC      
57636Q104 MASTERCARD INC AT COST 14,994 15,300
518439104 ESTEE LAUDER COMPANI AT COST 5,856 5,210
538034109 LIVE NATION INC      
G1151C101 ACCENTURE PLC IRELAN AT COST 5,367 4,803
828806109 SIMON PPTY GROUP INC      
37045V100 GENERAL MOTORS CO      
03076C106 AMERIPRISE FINL INC AT COST 5,215 7,162
464288273 ISHARES MSCI EAFE SM AT COST 51,784 37,503
V7780T103 ROYAL CARIBBEAN CRUI      
571903202 MARRIOTT INTERNATION      
88160R101 TESLA MOTORS INC      
747525103 QUALCOMM INC AT COST 6,558 5,497
845467109 SOUTHWESTERN ENERGY AT COST 4,697 4,212
742718109 PROCTER & GAMBLE CO AT COST 4,592 4,698
125523100 CIGNA CORP AT COST 4,064 4,307
00206R102 AT&T INC AT COST 9,260 9,021
11135F101 BROADCOM INC AT COST 9,595 9,505
036752103 ANTHEM INC AT COST 6,605 7,182
02209S103 ALTRIA GROUP INC AT COST 7,191 5,942
517834107 LAS VEGAS SANDS CORP AT COST 6,434 8,653
097023105 BOEING COMPANY AT COST 4,756 5,143
744573106 PUBLIC SERVICE ENTER AT COST 7,023 6,127
75886F107 REGENERON PHARMACEUT AT COST 5,010 5,050
87612E106 TARGET CORP AT COST 2,774 2,534
30231G102 EXXON MOBIL CORP AT COST 12,700 13,457
580135101 MC DONALDS CORPORATI AT COST 8,283 8,169
573284106 MARTIN MARIETTA MATL AT COST 3,123 3,042
05722G100 BAKER HUGHES A GE CO AT COST 2,894 2,658
68389X105 ORACLE CORPORATION AT COST 8,505 8,991
020002101 ALLSTATE CORP COM AT COST 5,953 6,102
032095101 AMPHENOL CORP NEW AT COST 6,036 6,091
29250N105 ENBRIDGE INC AT COST 3,059 3,128
370334104 GENERAL MILLS INC CO AT COST 4,850 5,031
58933Y105 MERCK & CO INC AT COST 8,736 10,207
74340W103 PROLOGIS INC AT COST 2,432 2,480
444859102 HUMANA INC COM AT COST 5,866 6,146

TY 2022 LegalFeesSchedule
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NON-ALLOCABLE LEGAL FEES 355     355


TY 2022 OtherDecreasesSchedule
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Description Amount
PY RETURN OF CAPITAL ADJ 116
MOLSSF DRAFT PARTNERSHIP K-1 ADJ 472


TY 2022 OtherExpensesSchedule
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP 8 8   0


TY 2022 OtherIncomeSchedule2
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 413 427  


TY 2022 OtherIncreasesSchedule
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Description Amount
MUTUAL FUND TIMING ADJ 82
ROUNDING 1


TY 2022 TaxesSchedule
Name:
WATSON ALBERT TA B
EIN:
23-6473938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,237 2,237   0
FEDERAL TAX PAYMENT - PRIOR YE 3,710 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,843 0   0
FOREIGN TAXES ON NONQUALIFIED 405 405   0