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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
STAMBAUGH AVANELL C CHAR TW
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

34-6673319
B Telephone number (see instructions)

(216) 222-3075
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$2,310,271J 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... 60,658 60,008  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,050
b Gross sales price for all assets on line 6a 1,059,450
7 Capital gain net income (from Part IV, line 2)... 62,050
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)....... Click to see attachment
List of Attached Documents:
// Content
4,517 2,446  
12 Total. Add lines 1 through 11........ 127,225 124,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,500 1,250   1,250
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
477 0 0 477
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,195 852   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)....... Click to see attachment
List of Attached Documents:
// Content
1,180 980   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,352 3,082 0 1,927
25 Contributions, gifts, grants paid....... 109,940 109,940
26 Total expenses and disbursements. Add lines 24 and 25 115,292 3,082 0 111,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,933
b Net investment income (if negative, enter -0-) 121,422
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 121,030 98,759 98,759
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)....... 400,697 Click to see attachment
List of Attached Documents:
// Content
76,102 		91,700
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).......... 1,569,392 Click to see attachment
List of Attached Documents:
// Content
1,929,763 		2,119,812
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) 2,091,119 2,104,624 2,310,271
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........ 2,091,119 2,104,624
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)..... 2,091,119 2,104,624
30 Total liabilities and net assets/fund balances (see instructions). 2,091,119 2,104,624
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
2,091,119
2
Enter amount from Part I, line 27a .....................
2
11,933
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,491
4
Add lines 1, 2, and 3 ..........................
4
2,108,543
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,919
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,104,624
Form 990-PF (2023)
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.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4. RESMED INC   2020-01-08 2023-01-03
b 15. TJX COMPANIES INC NEW   2019-07-30 2023-01-19
c 1346.783 TOUCHSTONE MID CAP GROW-R6   2022-04-07 2023-02-06
d 53. DISCOVER FINANCIAL W/I   2020-12-21 2023-02-15
e 4. MERCK & CO INC   2021-06-18 2023-02-15
5. ORACLE CORP   2022-09-19 2023-02-15
1. GRANITE CONSTRUCTION INC XXX-XX-XXXX CLASS   2001-01-01 2023-02-16
1. BROADCOM INC   2019-01-29 2023-02-24
5. DOVER CORP   2021-08-19 2023-02-24
4. MERCK & CO INC     2023-02-24
3. ORACLE CORP   2022-09-19 2023-02-24
5. ORACLE CORP   2019-05-17 2023-02-24
2. EPAM SYSTEMS INC   2021-06-01 2023-03-17
5. LULULEMON ATHLETICA INC     2023-03-17
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2020-01-08 2023-03-17
2230. FIDELITY REAL ESTATE ETF ETF   2020-05-20 2023-03-20
5. MICROSOFT CORP   2019-01-07 2023-03-20
27. EXPERIAN PLC SPON ADR   2020-01-08 2023-03-21
6870.314 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND     2023-03-24
36. ALCON INC SEDOL BJXBP41     2023-04-10
150. INVESCO QQQ TRUST ETF   2020-06-29 2023-04-11
43. ABBOTT LABORATORIES INC   2019-01-07 2023-04-20
31. AMAZON COM INC   2021-04-12 2023-04-20
60. AMERICAN INTERNATIONAL GROUP,INC     2023-04-20
19. AMERICAN TOWER CORP     2023-04-20
49. AMPHENOL CORP NEW CL A   2019-01-07 2023-04-20
42. ARCHER DANIELS MIDLAND CO   2019-05-17 2023-04-20
19. AUTOMATIC DATA PROCESSING INC     2023-04-20
49. BAXTER INTERNATIONAL INC   2021-10-28 2023-04-20
43455. BLACKROCK LIQ FDS FEDFUND-IN   2022-10-27 2023-04-20
2235.861 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446     2023-04-20
6. BROADCOM INC   2019-01-29 2023-04-20
31. CDW CORP/DE     2023-04-20
10. THE CIGNA GROUP   2019-05-17 2023-04-20
31. CVS HEALTH CORPORATION   2019-05-17 2023-04-20
66. CISCO SYSTEMS INC     2023-04-20
21. COGNIZANT TECHNOLOGY SOLUTIONS   2022-09-19 2023-04-20
30. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2023-04-20
95. COMCAST CORPORATION CL A   2020-03-16 2023-04-20
99. CONAGRA BRANDS INC     2023-04-20
28. CONOCOPHILLIPS     2023-04-20
5. CONSTELLATION BRANDS INC CL A   2023-01-19 2023-04-20
11. CONSTELLATION BRANDS INC CL A     2023-04-20
9. COOPER COS INC NEW   2022-01-14 2023-04-20
28. DISNEY WALT CO     2023-04-20
13. DOLLAR GENERAL CORP   2021-05-12 2023-04-20
23. DOLLAR TREE INC     2023-04-20
23. DOVER CORP   2021-08-19 2023-04-20
59. DUPONT DE NEMOURS INC-WI   2019-05-17 2023-04-20
49. EDISON INTL     2023-04-20
43. EQUITY RESIDENTIAL SH BEN INT REIT   2019-01-07 2023-04-20
51. FIDELITY NATIONAL INFORMATION     2023-04-20
45. HOLOGIC INC   2022-05-13 2023-04-20
19. HONEYWELL INTL INC   2020-12-04 2023-04-20
12. ILLUMINA INC     2023-04-20
24. IQVIA HOLDINGS INC     2023-04-20
690. ISHARES RUSSELL MID-CAP ETF   2022-04-20 2023-04-20
60. ISHARES RUSSELL 2000 ETF   2021-01-22 2023-04-20
575. ISHARES CORE MSCI EAFE ETF ETF   2021-01-21 2023-04-20
16. JOHNSON & JOHNSON     2023-04-20
16. LOWES COMPANIES INC   2023-02-15 2023-04-20
906.533 MFS EMERGING MKTS DEBT FD-R6     2023-04-20
23. MASTERCARD INC CL A     2023-04-20
38. MERCK & CO INC     2023-04-20
56. METLIFE INC.   2021-02-11 2023-04-20
29. MICROSOFT CORP   2019-01-07 2023-04-20
13. MOTOROLA SOLUTIONS INC   2020-10-15 2023-04-20
36. NIKE INC CLASS B     2023-04-20
6. NORTHROP GRUMMAN CORPORATION   2019-01-07 2023-04-20
41. ORACLE CORP     2023-04-20
39. RTX CORPORATION     2023-04-20
83. SCHWAB CHARLES CORP NEW     2023-04-20
57. STERICYCLE INC     2023-04-20
49. TJX COMPANIES INC NEW     2023-04-20
50. TJX COMPANIES INC NEW   2021-12-20 2023-04-20
68. TRUIST FINANCIAL CORP     2023-04-20
71. US BANCORP DEL COM NEW   2021-04-09 2023-04-20
79. VERIZON COMMUNICATIONS INC     2023-04-20
8. ZOETIS INC   2022-09-06 2023-04-20
19. ZOETIS INC     2023-04-20
11. EATON CORP PLC SEDOL B8KQN82     2023-04-20
7. EATON CORP PLC SEDOL B8KQN82   2022-04-14 2023-04-20
35. APTIV PLC-WHEN ISSUED SEDOL B783TY6     2023-04-20
110. ISHARES MSCI EAFE SMALL-CAP ETF   2022-10-27 2023-04-24
5. ZOETIS INC   2019-01-07 2023-05-08
47. LASERTEC CORP - ADR UNSP SEDOL BMC3HL0   2021-05-20 2023-05-09
55. METLIFE INC.   2021-02-11 2023-05-15
5. ZOETIS INC   2019-01-07 2023-05-23
3. BROADCOM INC   2019-01-29 2023-05-31
54. ABBOTT LABORATORIES INC   2019-01-07 2023-06-02
28. ALLSTATE CORP   2023-05-23 2023-06-02
49. AMAZON COM INC     2023-06-02
61. AMERICAN INTERNATIONAL GROUP,INC   2020-05-26 2023-06-02
6. AMERICAN TOWER CORP   2023-01-06 2023-06-02
19. AMERICAN TOWER CORP     2023-06-02
62. AMPHENOL CORP NEW CL A   2019-01-07 2023-06-02
43. ARCHER DANIELS MIDLAND CO   2019-05-17 2023-06-02
24. AUTOMATIC DATA PROCESSING INC     2023-06-02
28. BAXTER INTERNATIONAL INC   2022-09-19 2023-06-02
35. BAXTER INTERNATIONAL INC   2021-10-28 2023-06-02
4. BROADCOM INC   2019-01-29 2023-06-02
39. CDW CORP/DE     2023-06-02
11. THE CIGNA GROUP   2019-05-17 2023-06-02
32. CVS HEALTH CORPORATION   2019-05-17 2023-06-02
66. CISCO SYSTEMS INC     2023-06-02
51. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2023-06-02
67. COMCAST CORPORATION CL A   2022-09-19 2023-06-02
27. COMCAST CORPORATION CL A   2020-03-16 2023-06-02
99. CONAGRA BRANDS INC   2019-09-12 2023-06-02
29. CONOCOPHILLIPS   2020-09-18 2023-06-02
4. CONSTELLATION BRANDS INC CL A   2023-01-19 2023-06-02
16. CONSTELLATION BRANDS INC CL A     2023-06-02
12. COOPER COS INC NEW     2023-06-02
27. DISNEY WALT CO   2020-04-07 2023-06-02
13. DOLLAR GENERAL CORP   2021-05-12 2023-06-02
22. DOLLAR TREE INC   2019-01-07 2023-06-02
15. DOVER CORP   2022-09-19 2023-06-02
9. DOVER CORP   2021-08-19 2023-06-02
24. DUPONT DE NEMOURS INC-WI   2022-09-19 2023-06-02
35. DUPONT DE NEMOURS INC-WI     2023-06-02
49. EDISON INTL     2023-06-02
43. EQUITY RESIDENTIAL SH BEN INT REIT     2023-06-02
32. FIDELITY NATIONAL INFORMATION     2023-06-02
19. FIDELITY NATIONAL INFORMATION   2022-04-11 2023-06-02
45. HOLOGIC INC   2022-05-13 2023-06-02
19. HONEYWELL INTL INC     2023-06-02
20. ILLUMINA INC     2023-06-02
5. IQVIA HOLDINGS INC     2023-06-02
30. IQVIA HOLDINGS INC     2023-06-02
17. JOHNSON & JOHNSON   2019-01-07 2023-06-02
16. LOWES COMPANIES INC   2023-02-15 2023-06-02
28. MASTERCARD INC CL A   2019-01-07 2023-06-02
38. MERCK & CO INC   2019-01-07 2023-06-02
34. MICROSOFT CORP   2019-01-07 2023-06-02
14. MOTOROLA SOLUTIONS INC   2020-10-15 2023-06-02
44. NIKE INC CLASS B     2023-06-02
7. NORTHROP GRUMMAN CORPORATION   2019-01-07 2023-06-02
40. ORACLE CORP   2019-01-07 2023-06-02
39. RTX CORPORATION     2023-06-02
100. SCHWAB CHARLES CORP NEW     2023-06-02
70. STERICYCLE INC     2023-06-02
61. TJX COMPANIES INC NEW     2023-06-02
49. TJX COMPANIES INC NEW     2023-06-02
66. TRUIST FINANCIAL CORP     2023-06-02
29. US BANCORP DEL COM NEW   2022-09-19 2023-06-02
40. US BANCORP DEL COM NEW   2021-04-09 2023-06-02
39. VERIZON COMMUNICATIONS INC   2022-09-19 2023-06-02
40. VERIZON COMMUNICATIONS INC     2023-06-02
25. ZOETIS INC   2019-01-07 2023-06-02
23. EATON CORP PLC SEDOL B8KQN82   2022-04-14 2023-06-02
43. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-01-07 2023-06-02
7. LI NING CO LTD-UNSPON ADR SEDOL B3F9P07     2023-06-07
2065.835 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2022-10-27 2023-06-08
5148.614 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446     2023-06-08
5375.408 DOUBLELINE FLEXIBLE INC-R6   2022-04-07 2023-06-08
155. ISHARES MSCI EAFE SMALL-CAP ETF   2022-10-27 2023-06-08
290. ISHARES CORE MSCI EAFE ETF ETF   2021-01-21 2023-06-08
1396.819 WESTERN ASSET CORE PLUS BOND FUND CLASS IS     2023-06-08
1. ATLASSIAN CORP CL A SEDOL BQ1PC76   2021-09-20 2023-07-17
4. CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09   2020-01-08 2023-07-17
5. SIKA AG-BR-ADR ADR SEDOL B98D285   2020-01-17 2023-07-17
1. ICON PLC SEDOL B94G471   2021-08-19 2023-07-17
2. STERIS PLC SEDOL BFY8C75   2020-01-08 2023-07-17
1. FERRARI NV - W/I SEDOL BZ1GMK5   2021-03-26 2023-07-17
26. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2020-01-08 2023-08-04
62. AIA GROUP LTD SPONSORED ADR     2023-08-11
7. RESMED INC   2020-01-08 2023-09-15
49. PERNOD RICARD SA - SPON ADR SEDOL BP9RHV6   2020-01-08 2023-09-26
41. SCHNEIDER ELECTRIC SE   2022-04-06 2023-11-08
24. LONZA GROUP AG UNSPON ADR     2023-11-10
32. SIKA AG-BR-ADR ADR SEDOL B98D285   2020-01-17 2023-11-10
918.695 BAIRD MIDCAP INST   2023-02-06 2023-11-13
60. ISHARES RUSSELL 2000 ETF   2021-01-22 2023-11-13
170. ISHARES MSCI USA QUALITY FACTOR ETF   2023-04-20 2023-11-13
993.677 MFS EMERGING MKTS DEBT FD-R6   2018-08-27 2023-11-13
1. METTLER TOLEDO INTL INC   2020-01-08 2023-11-21
9. DSV A/S ADR SEDOL B3FP4L9   2023-03-29 2023-12-11
19. DSV A/S ADR SEDOL B3FP4L9   2020-01-08 2023-12-11
45. SIKA AG-BR-ADR ADR SEDOL B98D285   2020-01-17 2023-12-11
3. CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09   2023-08-10 2023-12-27
3. NOVO NORDISK A S ADR   2022-04-12 2023-12-27
1. ASM INTERNATIONAL N V   2022-04-19 2023-12-27
1. FERRARI NV - W/I SEDOL BZ1GMK5   2021-03-26 2023-12-27
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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    
(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 831   629 202
b 1,193   828 365
c 43,191   49,400 -6,209
d 6,083   4,638 1,445
e 433   307 126
440   344 96
85     85
575   266 309
740   862 -122
438   303 135
264   206 58
440   272 168
558   954 -396
1,460   1,115 345
1,004   820 184
53,774   47,764 6,010
1,356   515 841
877   901 -24
63,138   67,057 -3,919
2,476   2,020 456
47,419   36,200 11,219
4,765   2,984 1,781
3,220   5,233 -2,013
3,161   2,434 727
3,935   4,628 -693
3,768   1,927 1,841
3,420   1,722 1,698
4,108   3,499 609
2,128   3,854 -1,726
43,455   43,455  
20,637   23,149 -2,512
3,797   1,593 2,204
5,140   4,308 832
2,570   1,535 1,035
2,273   1,609 664
3,118   2,944 174
1,254   1,328 -74
1,792   1,708 84
3,594   3,643 -49
3,693   3,078 615
2,886   1,012 1,874
1,140   1,091 49
2,508   2,426 82
3,461   3,702 -241
2,750   3,079 -329
2,838   2,701 137
3,437   2,271 1,166
3,403   3,963 -560
4,185   3,958 227
3,587   2,864 723
2,653   2,804 -151
2,847   7,262 -4,415
3,754   3,430 324
3,755   4,018 -263
2,715   2,612 103
4,790   2,548 2,242
48,058   54,261 -6,203
10,631   12,694 -2,063
39,284   41,019 -1,735
2,590   2,092 498
3,371   3,434 -63
10,407   12,881 -2,474
8,587   5,434 3,153
4,328   2,822 1,506
3,439   3,122 317
8,311   2,986 5,325
3,744   2,259 1,485
4,493   3,692 801
2,853   1,500 1,353
3,895   2,004 1,891
4,019   2,606 1,413
4,599   3,569 1,030
2,393   2,664 -271
3,870   2,637 1,233
3,949   3,587 362
2,284   3,139 -855
2,435   4,043 -1,608
2,948   4,500 -1,552
1,396   1,262 134
3,316   1,698 1,618
1,799   1,784 15
1,145   981 164
3,718   3,262 456
6,661   5,710 951
920   430 490
1,266   1,564 -298
2,776   3,067 -291
878   430 448
2,434   797 1,637
5,609   3,747 1,862
3,096   3,265 -169
6,112   7,867 -1,755
3,385   1,924 1,461
1,145   1,302 -157
3,625   4,177 -552
4,798   2,438 2,360
3,090   1,763 1,327
5,177   3,693 1,484
1,151   1,634 -483
1,439   2,753 -1,314
3,236   1,062 2,174
6,805   3,969 2,836
2,834   1,689 1,145
2,241   1,661 580
3,302   2,765 537
3,245   2,903 342
2,624   2,301 323
1,057   1,035 22
3,464   2,947 517
2,979   1,043 1,936
981   873 108
3,922   3,450 472
4,321   4,768 -447
2,453   2,744 -291
2,138   2,701 -563
2,920   2,168 752
2,094   1,866 228
1,256   1,551 -295
1,740   1,319 421
2,537   2,248 289
3,288   2,805 483
2,709   2,589 120
1,766   2,097 -331
1,048   1,940 -892
3,564   3,430 134
3,772   3,788 -16
4,150   4,021 129
1,010   956 54
6,057   2,724 3,333
2,663   2,173 490
3,358   3,434 -76
10,467   5,387 5,080
4,271   2,755 1,516
11,367   3,501 7,866
3,960   2,432 1,528
4,749   3,919 830
3,111   1,750 1,361
4,265   1,918 2,347
3,739   2,558 1,181
5,438   4,246 1,192
3,077   3,072 5
4,765   2,880 1,885
3,828   3,268 560
2,123   2,635 -512
912   1,336 -424
1,258   2,278 -1,020
1,337   1,604 -267
1,372   2,190 -818
4,276   2,152 2,124
4,285   3,222 1,063
4,009   2,721 1,288
1,053   1,997 -944
19,006   19,047 -41
47,367   52,432 -5,065
45,046   49,400 -4,354
9,154   8,046 1,108
19,372   20,688 -1,316
13,172   15,677 -2,505
181   397 -216
319   209 110
147   94 53
245   245  
456   302 154
329   203 126
2,253   2,586 -333
2,324   2,690 -366
1,033   1,101 -68
1,663   1,749 -86
1,325   1,327 -2
886   1,482 -596
798   599 199
20,000   21,700 -1,700
10,104   12,694 -2,590
23,354   21,223 2,131
11,000   13,871 -2,871
1,096   801 295
699   871 -172
1,476   1,073 403
1,260   842 418
239   247 -8
308   176 132
530   318 212
339   203 136
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
      8,037
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       202
b       365
c       -6,209
d       1,445
e       126
      96
      85
      309
      -122
      135
      58
      168
      -396
      345
      184
      6,010
      841
      -24
      -3,919
      456
      11,219
      1,781
      -2,013
      727
      -693
      1,841
      1,698
      609
      -1,726
       
      -2,512
      2,204
      832
      1,035
      664
      174
      -74
      84
      -49
      615
      1,874
      49
      82
      -241
      -329
      137
      1,166
      -560
      227
      723
      -151
      -4,415
      324
      -263
      103
      2,242
      -6,203
      -2,063
      -1,735
      498
      -63
      -2,474
      3,153
      1,506
      317
      5,325
      1,485
      801
      1,353
      1,891
      1,413
      1,030
      -271
      1,233
      362
      -855
      -1,608
      -1,552
      134
      1,618
      15
      164
      456
      951
      490
      -298
      -291
      448
      1,637
      1,862
      -169
      -1,755
      1,461
      -157
      -552
      2,360
      1,327
      1,484
      -483
      -1,314
      2,174
      2,836
      1,145
      580
      537
      342
      323
      22
      517
      1,936
      108
      472
      -447
      -291
      -563
      752
      228
      -295
      421
      289
      483
      120
      -331
      -892
      134
      -16
      129
      54
      3,333
      490
      -76
      5,080
      1,516
      7,866
      1,528
      830
      1,361
      2,347
      1,181
      1,192
      5
      1,885
      560
      -512
      -424
      -1,020
      -267
      -818
      2,124
      1,063
      1,288
      -944
      -41
      -5,065
      -4,354
      1,108
      -1,316
      -2,505
      -216
      110
      53
       
      154
      126
      -333
      -366
      -68
      -86
      -2
      -596
      199
      -1,700
      -2,590
      2,131
      -2,871
      295
      -172
      403
      418
      -8
      132
      212
      136
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 62,050
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  
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 1,688
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 1,688
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 1,688
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 689
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.............. 7 689
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.......right arrow 9 999
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? 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
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 arrowPNC BANK NA Telephone no.right arrow (216) 222-3075

Located atright arrow116 ALLGEHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
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 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)
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 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.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
PNC BANK NA TRUSTEE
2 		2,500    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
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 (2023)
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 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 (2023)
Form 990-PF (2023)
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
2,241,146
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,241,146
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
2,241,146
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,617
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,207,529
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
110,376
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
110,376
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,688
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,688
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
108,688
4
Recoveries of amounts treated as qualifying distributions................
4
2,421
5
Add lines 3 and 4............................
5
111,109
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
111,109
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
111,867
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
111,867
Form 990-PF (2023)
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 7 111,109
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 109,941
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: right arrow$ 111,867
a Applied to 2022, but not more than line 2a 109,941
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..... 1,926
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 .......... 		109,183
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)
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 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
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 (2023)
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)
aPaid during the year

MEMORIAL PARK

C/O PARK DISTRICT LIBERTY TWP
ADA,OH458100228 		NONE PC GENERAL SUPPORT 10,894

OHIO NORTHERN UNIVERSITY

525 S MAIN ST
ADA,OH458101599 		NONE PC GENERAL SUPPORT 29,982

HARDIN MEMORIAL HOSPITAL

921 E FRANKLIN ST
KENTON,OH433262099 		NONE PC GENERAL SUPPORT 900

ADA 1ST UNTD METHODIST CHURCH

301 N MAIN ST
ADA,OH45810 		NONE PC GENERAL SUPPORT 11,194

ADA EXEMPTED VILLAGE SCHOOLS

725 W NORTH AVE
ADA,OH458101176 		NONE PC GENERAL SUPPORT 34,082

ADA PUBLIC LIBRARY

RHETT GRANT DIRECTOR
ADA,OH458101184 		NONE PC GENERAL SUPPORT 22,388

PEO CHAPTER O ADA OHIO

3700 GRAND AVE
DES MOINES,IA503122806 		NONE PC GENERAL SUPPORT 500
Total .................................right arrow 3a 109,940
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
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 60,658  
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 62,050  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMUTUAL FUND FEE RE 		    14 2,421  
bFEDERAL TAX REFUND     1 2,071  
cSECTION 897 CAPTIA     14 25  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   127,225  
13Total. Add line 12, columns (b), (d), and (e)..................
13
127,225
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpStockSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Name of Stock End of Year Book Value End of Year Fair Market Value
125523100 CIGNA CORP    
126650100 CVS HEALTH CORPORATI    
192446102 COGNIZANT TECHNOLOGY    
205887102 CONAGRA BRANDS INC    
254687106 DISNEY WALT CO    
254709108 DISCOVER FINANCIAL W    
256677105 DOLLAR GENERAL CORP    
256746108 DOLLAR TREE INC    
281020107 EDISON INTL    
438516106 HONEYWELL INTL INC    
478160104 JOHNSON & JOHNSON    
502441306 LVMH MOET HENNESSY L 1,502 2,599
550021109 LULULEMON ATHLETICA    
592688105 METTLER TOLEDO INTL    
594918104 MICROSOFT CORP    
620076307 MOTOROLA SOLUTIONS I    
641069406 NESTLE S.A. SPONSORE 2,345 2,544
654106103 NIKE INC CLASS B    
666807102 NORTHROP GRUMMAN COR    
761152107 RESMED INC    
808513105 SCHWAB CHARLES CORP    
858912108 STERICYCLE INC    
872540109 TJX COMPANIES INC NE    
75513E101 RAYTHEON TECHNOLOGIE    
00783V104 ADYEN NV-UNSPON ADR 4,018 3,349
02263T104 AMADEUS IT GROUP S A    
03027X100 AMERICAN TOWER CORP    
05523R107 BAE SYSYTEMS PLC SPO 2,610 2,891
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
12637N204 CSL LTD-SPONSORED AD    
13645T100 CANADIAN PACIFIC RAI    
17275R102 CISCO SYSTEMS INC    
20030N101 COMCAST CORPORATION    
20825C104 CONOCOPHILLIPS    
26251A108 DSV A/S ADR SEDOL B3    
26614N102 DUPONT DE NEMOURS IN    
29476L107 EQUITY RESIDENTIAL S    
30215C101 EXPERIAN PLC SPON AD 2,136 2,607
46266C105 IQVIA HOLDINGS INC    
54338V101 LONZA GROUP AG UNSPO    
57636Q104 MASTERCARD INC CL A    
58733R102 MERCADOLIBRE INC 2,732 3,143
58933Y105 MERCK & CO INC    
68389X105 ORACLE CORP    
82674R103 SIKA AG-BR-ADR ADR S    
89832Q109 TRUIST FINANCIAL COR    
92343V104 VERIZON COMMUNICATIO    
98978V103 ZOETIS INC    
G0403H108 AON PLC/IRELAND-A SE 2,284 2,910
G0450A105 ARCH CAPITAL GROUP L 2,231 2,377
G1151C101 ACCENTURE PLC CLASS 1,855 2,807
G4705A100 ICON PLC SEDOL B94G4 3,204 4,246
G6095L109 APTIV PLC-WHEN ISSUE    
G8473T100 STERIS PLC SEDOL BFY 1,660 2,418
H01301128 ALCON INC SEDOL BJXB    
N07059210 ASML HOLDING NV-NY S 1,509 3,785
N3167Y103 FERRARI NV - W/I SED 1,955 4,061
001317205 AIA GROUP LTD SPONSO    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
026874784 AMERICAN INTERNATION    
032095101 AMPHENOL CORP NEW CL    
039483102 ARCHER DANIELS MIDLA    
049255706 ATLAS COPCO AB SPONS 1,215 2,065
053015103 AUTOMATIC DATA PROCE    
071813109 BAXTER INTERNATIONAL    
20449X401 COMPASS GROUP PLC-SP 1,929 1,891
21036P108 CONSTELLATION BRANDS    
260003108 DOVER CORP    
29414B104 EPAM SYSTEMS INC 2,316 1,487
30051E104 EVOLUTION AB ADR SED 3,804 2,627
31620M106 FIDELITY NATIONAL IN    
51809L109 LASERTEC CORP - ADR    
52989T102 LI NING CO LTD-UNSPO    
59156R108 METLIFE INC.    
714264306 PERNOD RICARD SA - S    
902973304 US BANCORP DEL COM N    
046353108 ASTRAZENECA PLC SPON 2,560 2,559
049468101 ATLASSIAN CORP CL A 4,162 4,044
216648402 COOPER COS INC NEW    
436440101 HOLOGIC INC    
45104G104 ICICI BANK LTD SPON 2,318 2,479
452327109 ILLUMINA INC    
670100205 NOVO NORDISK A S ADR 2,547 5,069
80687P106 SCHNEIDER ELECTRIC S 1,505 1,971
94106B101 WASTE CONNECTIONS IN 1,889 2,090
G29183103 EATON CORP PLC SEDOL    
G3421J106 FERGUSON PLC SEDOL B 2,150 2,896
G5494J103 LINDE PLC SEDOL BZ12    
N07045102 ASM INTERNATIONAL N 1,588 2,596
00762U200 ADVANTEST CORP- SPON 2,213 1,890
136385101 CANADIAN NATURAL RES 1,800 1,835
13646K108 CANADIAN PACIFIC KAN 3,321 4,665
502117203 L OREAL CO UNSPONSOR 2,327 2,485
786584102 SAFRAN SA UNSPON ADR 2,653 2,648
884903808 THOMSON REUTERS CORP 1,713 2,193
G54950103 NEW LINDE PLC SEDOL 2,021 2,464
H42097107 UBS GROUP AG SEDOL B 2,030 2,009

TY 2023 InvestmentsOtherSchedule2
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 37,855 41,202
464287200 ISHARES CORE S&P 500 AT COST 605,838 759,432
464287499 ISHARES RUSSELL MID- AT COST 62,777 73,844
552746364 MFS EMERGING MKTS DE AT COST 26,499 22,685
46090E103 INVESCO QQQ TRUST ET      
03463K406 ANGEL OAK MULTI-STRA AT COST 24,300 20,852
09250J734 BLACKROCK EVENT DRIV AT COST 25,458 26,260
09260B382 BLACKROCK STRATEGIC      
74440Y884 PGIM HIGH YIELD FUND AT COST 51,245 43,531
89355J656 TRANSAMERICA SM CAP AT COST 39,442 38,568
97717X669 WISDOMTREE U.S. QUAL AT COST 57,496 81,525
024525669 AMERICAN BEACON AHL AT COST 13,031 12,025
057071854 BAIRD AGGREGATE BOND AT COST 101,928 89,182
27830W108 EV GL MACR ABS RTRN AT COST 23,240 23,617
464287655 ISHARES RUSSELL 2000 AT COST 26,446 25,089
46432F842 ISHARES CORE MSCI EA AT COST 46,811 47,838
77957Y403 T ROWE PR MID-CAP VA AT COST 51,577 44,053
77958B402 T ROWE PRICE INSTITU      
957663669 WESTERN ASSET CORE P AT COST 80,557 68,480
00171A852 AMG RR SM CAP VAL-I AT COST 49,400 51,558
258620533 DOUBLELINE FLEXIBLE      
464288273 ISHARES MSCI EAFE SM AT COST 29,848 35,593
89154M702 TOUCHSTONE SANDS EM AT COST 35,023 37,198
89154X112 TOUCHSTONE MID CAP G      
921939203 VANGUARD INTERNATION AT COST 65,180 79,404
00770X675 PZENA EMERG MKTS VAL AT COST 44,195 47,134
057071813 BAIRD MIDCAP INST AT COST 21,922 22,916
09260B309 BLACKROCK CORE BOND AT COST 100,480 100,841
413838566 OAKMARK INTL SM CAP- AT COST 33,490 35,713
46432F339 ISHARES MSCI USA QUA AT COST 53,863 66,213
46434V456 ISHARES MSCI INTL QU AT COST 66,502 69,298
592905749 METROPOLITAN WEST UN AT COST 44,660 44,833
921937603 VANGUARD TOTAL BD MK AT COST 110,700 110,928

TY 2023 LegalFeesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 477     477


TY 2023 OtherDecreasesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Amount
RETURN OF CAPITAL ADJUSTMENT 572
2023 TRANSACTION POSTED IN 2024 2,835
2022 SALES POSTED IN 2023 505
ADJUSTMENT TO INCOME 2
ROUNDING ADJ FOR SALES AND TRANSACTIONS 5


TY 2023 OtherExpensesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 928 928   0
ADR SERVICE FEES 27 27   0
CLASS ACTION FILING FEES 25 25   0


TY 2023 OtherIncomeSchedule2
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MUTUAL FUND FEE REIMBURSEMENTS 2,421 2,421  
FEDERAL TAX REFUND 2,071 0  
SECTION 897 CAPITAL GAINS 25 25  


TY 2023 OtherIncreasesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Amount
RETURN OF GRANTS 2,421
2022 TRANSACTION POSTED IN 2023 3,070


TY 2023 TaxesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 181 181   0
FEDERAL ESTIMATES - PRINCIPAL 343 0   0
FOREIGN TAXES ON QUALIFIED FOR 512 512   0
FOREIGN TAXES ON NONQUALIFIED 159 159   0