TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
MARIA FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)300 FIFTH AVENUE 27TH FLOOR
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222401

A Employer identification number

23-7892071

B Telephone number (see instructions)

(412) 762-2083

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,795,149J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	70,831		70,454
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		158,499
b	Gross sales price for all assets on line 6a 963,322
7	Capital gain net income (from Part IV, line 2)...			158,499
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).......	List of Attached Documents: // Content	106
12	Total. Add lines 1 through 11........	229,436		228,953
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	390	0	0	390
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	33,277	18,277		15,000
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,580	664		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).......	List of Attached Documents: // Content	1	1
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	35,248		18,942	0	15,390
25	Contributions, gifts, grants paid.......	122,032				122,032
26	Total expenses and disbursements. Add lines 24 and 25	157,280		18,942	0	137,422
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	72,156
b	Net investment income (if negative, enter -0-)			210,011
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	126,887	33,514	33,514
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	176,961	List of Attached Documents: // Content 181,604	342,615
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,132,946	List of Attached Documents: // Content 2,292,974	2,419,020
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,436,794	2,508,092	2,795,149
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,436,794	2,508,092
	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).....	2,436,794	2,508,092
	30	Total liabilities and net assets/fund balances (see instructions).	2,436,794	2,508,092

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,436,794

Enter amount from Part I, line 27a .....................

72,156

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,547

Add lines 1, 2, and 3 ..........................

2,511,497

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,405

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,508,092

Form 990-PF (2023)

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	4. AMAZON COM INC	2022-09-09	2023-02-09
b	9. GOLDMAN SACHS GROUP INC	2021-03-25	2023-02-09
c	1. BANK OF AMERICA CORP	2022-09-09	2023-03-14
d	39. BANK OF AMERICA CORP	2019-02-06	2023-03-14
e	1. CDW CORP/DE	2022-09-09	2023-03-14
	3. CDW CORP/DE	2019-07-19	2023-03-14
	1. JPMORGAN CHASE & CO	2022-09-09	2023-03-14
	8. JPMORGAN CHASE & CO	2014-11-18	2023-03-14
	3. MICROSOFT CORP	2014-11-18	2023-03-14
	1. MORGAN STANLEY	2022-09-09	2023-03-14
	13. MORGAN STANLEY	2020-01-29	2023-03-14
	15. AVERY DENNISON CORP	2021-02-26	2023-04-12
	52. CAPRI HLDGS LTD SEDOL	2022-01-03	2023-04-12
	1379.123 DODGE & COX INTERNATIONAL STOCK FUND 1048	2015-01-09	2023-04-19
	1370. FIDELITY REAL ESTATE ETF ETF	2021-11-10	2023-04-19
	3305.049 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO	2016-09-27	2023-04-19
	450. ISHARES RUSSELL MID-CAP GROWTH ETF	2022-10-25	2023-04-19
	280. ISHARES RUSSELL MID-CAP GROWTH ETF	2019-04-24	2023-04-19
	1390. ISHARES RUSSELL 1000 VALUE ETF	2016-11-15	2023-04-19
	790. ISHARES RUSSELL 1000 GROWTH ETF	2019-03-19	2023-04-19
	438. VANGUARD REAL ESTATE ETF	2020-03-19	2023-04-19
	1. JP MORGAN ADR FX SETTLEMENT VARIOUS CUSI	2001-01-01	2023-05-08
	5. JPMORGAN CHASE & CO	2014-11-18	2023-05-16
	7. MORGAN STANLEY	2020-01-29	2023-05-16
	2. S&P GLOBAL INC	2016-05-26	2023-05-16
	1. TRUIST FINANCIAL CORP	2022-09-09	2023-05-16
	36. TRUIST FINANCIAL CORP	2016-06-29	2023-05-16
	28. TRUIST FINANCIAL CORP	2016-06-29	2023-05-17
	1. BROADCOM INC	2019-02-12	2023-06-02
	3. CDW CORP/DE	2019-07-19	2023-06-02
	13. EXXON MOBIL CORP	2021-02-26	2023-06-02
	4. MOTOROLA SOLUTIONS INC	2019-12-10	2023-06-02
	6. CDW CORP/DE	2019-07-19	2023-06-05
	21. UNION PACIFIC CORP	2021-09-13	2023-07-07
	16. DICK'S SPORTING GOODS, INC.	2023-04-12	2023-08-25
	36. CVS HEALTH CORPORATION	2022-09-15	2023-09-06
	7. COCA COLA CO	2022-12-06	2023-09-06
	81. COCA COLA CO	2022-06-09	2023-09-06
	9. ZOETIS INC	2022-01-03	2023-09-06
	9. BUNGE LIMITED MERGED 11/01/23	2021-02-26	2023-09-06
	1. ZOETIS INC	2022-01-03	2023-09-07
	75000. BLACKROCK LIQ FDS FEDFUND-IN	2022-10-25	2023-09-13
	1757.525 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS	2021-01-25	2023-09-13
	757. ISHARES MSCI USA QUALITY FACTOR ETF	2023-04-19	2023-10-02
	55. FORTINET INC	2020-05-21	2023-10-03
	9. LOCKHEED MARTIN CORP	2022-06-09	2023-10-16
	3. ELI LILLY & CO	2018-07-18	2023-11-28
	7. QUANTA SVCS INC	2022-06-09	2023-11-28
	18. WASTE MANAGEMENT INC	2022-09-09	2023-11-28

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	395	528	-133
b	3,329	2,930	399
c	29	35	-6
d	1,119	1,117	2
e	191	176	15
	572	343	229
	133	120	13
	1,061	487	574
	775	147	628
	90	90
	1,166	705	461
	2,668	2,679	-11
	2,261	3,439	-1,178
	64,805	57,043	7,762
	34,148	45,014	-10,866
	84,477	61,622	22,855
	40,914	36,639	4,275
	25,457	19,834	5,623
	215,622	171,468	44,154
	193,809	120,428	73,381
	36,437	26,028	10,409
	1		1
	672	304	368
	574	380	194
	720	221	499
	27	49	-22
	983	1,103	-120
	788	858	-70
	808	279	529
	524	343	181
	1,374	710	664
	1,132	646	486
	1,022	686	336
	4,259	4,330	-71
	1,824	2,208	-384
	2,362	3,697	-1,335
	410	445	-35
	4,750	5,095	-345
	1,682	2,082	-400
	996	691	305
	187	226	-39
	75,000	75,000
	40,564	50,002	-9,438
	99,955	94,708	5,247
	3,173	1,596	1,577
	3,954	3,991	-37
	1,777	269	1,508
	1,286	908	378
	3,060	3,124	-64

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			-133
b			399
c			-6
d			2
e			15
			229
			13
			574
			628

			461
			-11
			-1,178
			7,762
			-10,866
			22,855
			4,275
			5,623
			44,154
			73,381
			10,409
			1
			368
			194
			499
			-22
			-120
			-70
			529
			181
			664
			486
			336
			-71
			-384
			-1,335
			-35
			-345
			-400
			305
			-39

			-9,438
			5,247
			1,577
			-37
			1,508
			378
			-64

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	158,499
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,919
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	2,919
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	2,919
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,834
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	1,834
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,085
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

PRIVATE FOUNDATION SOLUTIONS Telephone no. right arrow

(412) 762-2083

Located at right arrow

300 FIFTH AVENUE 27TH FLOORPITTSBURGHPA ZIP+4 right arrow

152222401

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

16 At any time during calendar year 2023, 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

Form 990-PF (2023)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
MICHAEL E MARKSON	CO-TRUSTEE 1	0
445 MIDWAY AVE SAN MATEO,CA94402	CO-TRUSTEE 1	0
THOMAS R MARKSON	CO-TRUSTEE 1	0
8311 E VIA DE VENTURA 2032 SCOTTSDALE,AZ85258	CO-TRUSTEE 1	0

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...................				0

Form 990-PF (2023)

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 arrow

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 (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,684,051

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,684,051

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,684,051

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

40,261

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,643,790

Minimum investment return. Enter 5% (0.05) of line 5................

132,190

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.)

Minimum investment return from Part IX, line 6..................

132,190

Tax on investment income for 2022 from Part V, line 5.......

2,919

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,919

Distributable amount before adjustments. Subtract line 2c from line 1............

129,271

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

129,271

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

129,271

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

137,422

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

137,422

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					129,271
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				122,032
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 137,422
a Applied to 2022, but not more than line 2a				122,032
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 2023 distributable amount.....					15,390
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					113,881
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 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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).)

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

MR KENNETH SPRUILL -PT-PTWR-27-1
THE TOWER AT PNC PLAZA 300 FIFTH AV
PITTSBURGH,PA15222
(412) 762-5157

bThe form in which applications should be submitted and information and materials they should include:

NO FORMAL APPLICATION REQUIRED. A LETTER IS SUFFICIENT

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

LIMITED TO ONLY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501 ( C ) ( 3 ) OF THE CODE

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LEWY BODY DEMENTIA ASSOCIATION INC 912 KILLIAN HILL ROAD SW LILBURN,GA30047	NONE	PC	LBDA SUPPORT SERVICES	5,000
BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG,PA17837	NONE	PC	IN HONOR OF RICHARD MARKSON	6,500
COMMONCRAWL FOUNDATION 9663 SANTA MONICA BLVD BEVERLY HILLS,CA90210	NONE	PC	GENERAL SUPPORT	10,000
SKEPTOID MEDIA INC 740 NE THIRD STREET BEND,OR97701	NONE	PC	GENERAL SUPPORT	2,000
VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE,TN37240	NONE	PC	IN HONOR OF KELLY	6,500
FRONT LINE COVID 19 CRITICAL CARE ALLIANCE 2001 L ST NW SUITE 500 WASHINGTON,DC20036	NONE	PC	GENERAL SUPPORT	15,000
ARIZONA STATE UNIVERSITY FOUNDATION PO BOX 2260 TEMPE,AZ85280	NONE	PC	CENTER FOR AMERICAN	15,000
BROWNSTONE INSTITUTE 2028 E BEN WHITE BLVD 240-3088 AUSTIN,TX78741	NONE	PC	GENERAL SUPPORT	15,000
WOMEN'S COACHING ALLIANCE 127 CLARENDON ROAD BURLINGAME,CA94010	NONE	PC	COACH TRAINING AND SUPPORT	600
CURIODYSSEY 1651 COYOTE POINT DRIVE SAN MATEO,CA94401	NONE	PC	GENERAL SUPPORT; FUND A	20,000
EPISCOPAL DAY SCHOOL OF ST MATTHEW 16 BALDWIN AVENUE SAN MATEO,CA94401	NONE	PC	MUSTANG FUND	20,000
PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS 800 AIRPORT BLVD SUITE 320 BURLINGAME,CA94010	NONE	PC	GENERAL SUPPORT	2,932
THE CAREY SCHOOL 1 CAREY SCHOOL LANE SAN MATEO,CA94403	NONE	PC	5TH GRADE CLASS GIFT	2,500
CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION 18111 NORDHOOF STREET NORTHRIDGE,CA91330	NONE	PC	ADRIAN HERZOG GRADUATE	1,000
Total ................................. 3a				122,032

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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	70,831
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	158,499
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	106
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				229,436

13Total. Add line 12, columns (b), (d), and (e)..................

229,436

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	390			390

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Name of Stock	End of Year Book Value	End of Year Fair Market Value
172908105 CINTAS CORP	1,955	5,424
437076102 HOME DEPOT INC	2,965	6,584
460690100 INTERPUBLIC GROUP CO	1,794	2,481
512807108 LAM RESEARCH CORP	1,486	4,700
532457108 ELI LILLY & CO	1,523	9,910
539830109 LOCKHEED MARTIN CORP
594918104 MICROSOFT CORP	4,054	31,211
617446448 MORGAN STANLEY	2,170	3,730
620076307 MOTOROLA SOLUTIONS I	1,775	3,444
742718109 PROCTER & GAMBLE CO	2,685	4,103
863667101 STRYKER CORP	3,141	4,192
874039100 TAIWAN SEMICONDUCTOR	3,404	3,432
879360105 TELEDYNE TECHNOLOGIE	2,108	2,678
74762E102 QUANTA SVCS INC	2,466	4,100
34959E109 FORTINET INC
00287Y109 ABBVIE INC	3,982	6,974
02079K305 ALPHABET INC/CA-CL A	4,136	16,902
09247X101 BLACKROCK INC	2,956	4,059
11135F101 BROADCOM INC	2,511	10,046
12514G108 CDW CORP/DE	1,940	3,864
20030N101 COMCAST CORPORATION	2,152	3,113
22160K105 COSTCO WHOLESALE COR	1,786	5,281
30303M102 META PLATFORMS INC	5,291	10,619
46625H100 JPMORGAN CHASE & CO	2,554	7,144
58933Y105 MERCK & CO INC	5,843	7,849
78409V104 S&P GLOBAL INC	1,106	4,405
89832Q109 TRUIST FINANCIAL COR
91324P102 UNITEDHEALTH GROUP I	3,743	8,950
92826C839 VISA INC CLASS A SHA	1,639	5,728
92939U106 WEC ENERGY GROUP INC	1,320	2,273
G1151C101 ACCENTURE PLC CLASS	2,393	4,913
002824100 ABBOTT LABORATORIES	5,749	5,283
023135106 AMAZON COM INC	8,121	15,346
030420103 AMERICAN WATER WORKS	860	1,716
037833100 APPLE INC	4,198	27,147
053332102 AUTOZONE INC	1,460	5,171
053611109 AVERY DENNISON CORP
060505104 BANK OF AMERICA CORP	4,448	5,185
09260D107 BLACKSTONE INC	4,438	4,059
244199105 DEERE & CO	2,737	3,599
30231G102 EXXON MOBIL CORP	3,552	6,499
38141G104 GOLDMAN SACHS GROUP
57636Q104 MASTERCARD INC CL A	5,169	6,824
718172109 PHILIP MORRIS INTERN	4,944	4,610
806857108 SCHLUMBERGER LTD SED	2,820	4,684
907818108 UNION PACIFIC CORP
G16962105 BUNGE LIMITED
009158106 AIR PRODUCTS & CHEMI	2,023	2,190
126650100 CVS HEALTH CORPORATI
166764100 CHEVRON CORPORATION	3,951	3,580
191216100 COCA COLA CO
35137L105 FOX CORP - CLASS A -	2,660	2,225
580135101 MCDONALD'S CORP	3,569	3,855
94106L109 WASTE MANAGEMENT INC
98978V103 ZOETIS INC	3,369	3,553
G1890L107 CAPRI HLDGS LTD SEDO
101137107 BOSTON SCIENTIFIC CO	4,112	4,394
126408103 CSX CORP	4,729	4,923
127387108 CADENCE DESIGN SYSTE	3,560	4,630
150870103 CELANESE CORP	2,645	3,729
438516106 HONEYWELL INTL INC	4,874	5,452
452308109 ILLINOIS TOOL WORKS	3,860	4,191
713448108 PEPSICO INC	5,238	5,095
81762P102 SERVICE NOW INC	4,397	5,652
872540109 TJX COMPANIES INC NE	3,653	4,221
H11356104 BUNGE GLOBAL SA SEDO	1,995	2,625
H1467J104 CHUBB LTD SEDOL B3BQ	3,595	4,068

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

MARIA FOUNDATION

EIN:

23-7892071

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
256206103 DODGE & COX INTERNAT
256210105 DODGE & COX INCOME F	AT COST	296,203	267,263
317609295 SEAFARER OVERSEAS GR	AT COST	55,786	56,875
412295107 HARDING LOEVNER INTE
464287473 ISHARES RUSSELL MID-	AT COST	50,750	63,960
464287481 ISHARES RUSSELL MID-
464287499 ISHARES RUSSELL MID-	AT COST	64,701	118,150
464287598 ISHARES RUSSELL 1000
464287614 ISHARES RUSSELL 1000
464288273 ISHARES MSCI EAFE SM	AT COST	29,439	30,950
552746364 MFS EMERGING MKTS DE	AT COST	110,171	87,799
922908553 VANGUARD REAL ESTATE
31423A671 FEDERATED HERMES INT	AT COST	100,000	125,280
72201F490 PIMCO INCOME FUND CL	AT COST	97,537	88,390
97717X669 WISDOMTREE U.S. QUAL	AT COST	75,362	98,392
057071854 BAIRD AGGREGATE BOND	AT COST	305,000	279,424
316092857 FIDELITY REAL ESTATE
922031737 VANGUARD INFLATION P
024525669 AMERICAN BEACON AHL	AT COST	27,847	24,152
09250J734 BLACKROCK EVENT DRIV	AT COST	25,343	25,456
27831R108 EV GLBL MACR ABS RTR	AT COST	24,874	24,970
38147X325 GLDMN SCHS ABS RTRN	AT COST	25,280	24,714
464287804 ISHARES CORE S&P SMA	AT COST	78,390	78,698
464287879 ISHARES S&P SMALL CA	AT COST	55,391	61,430
464287887 ISHARES S&P SMALL CA	AT COST	60,110	66,700
921939203 VANGUARD INTERNATION	AT COST	62,000	59,864
464287200 ISHARES CORE S&P 500	AT COST	500,066	573,634
46429B267 ISHARES U S TREASURY	AT COST	50,019	51,494
46429B697 ISHARES MSCI USA MIN	AT COST	99,301	107,759
46434V456 ISHARES MSCI INTL QU	AT COST	99,404	103,666

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Description	Amount
ADJUSTMENT TO INCOME	1
2023 TRANSACTION POSTED IN 2024	3,145
RETURN OF CAPITAL ADJUSTMENT	87
PY WASH SALES ADJUSTMENT	172

- TIN:

TY 2023 OtherExpensesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CLASS ACTION FILING FEES	1	1		0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

MARIA FOUNDATION

EIN:

23-7892071

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND	106	0

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Description	Amount
2022 TRANSACTION POSTED IN 2023	2,545
ROUNDING ADJ FOR SALES AND TRANSACTIONS	2

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES	18,277	18,277
PNC PRIVATE FOUNDATION MANAGEM	15,000			15,000

- TIN:

TY 2023 TaxesSchedule

Name:

MARIA FOUNDATION

EIN:

23-7892071

Category	Amount	Net Investment Income
FOREIGN TAXES	27	27
FEDERAL ESTIMATES - PRINCIPAL	916	0
FOREIGN TAXES ON QUALIFIED FOR	573	573
FOREIGN TAXES ON NONQUALIFIED	64	64