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
POTTER BENJAMIN FBO POTTER CHARIT-TR

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185

A Employer identification number

51-6016170

B Telephone number (see instructions)

(215) 553-3437

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

$6,032,631J 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...	135,788		134,651
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		311,315
b	Gross sales price for all assets on line 6a 3,215,588
7	Capital gain net income (from Part IV, line 2)...			311,315
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).......
12	Total. Add lines 1 through 11........	447,103		445,966
13	Compensation of officers, directors, trustees, etc.	68,404		40,970		27,362
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	863	0	0	863
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,383	1,641		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	16	16
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	79,666		42,627	0	28,225
25	Contributions, gifts, grants paid.......	257,022				257,022
26	Total expenses and disbursements. Add lines 24 and 25	336,688		42,627	0	285,247
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	110,415
b	Net investment income (if negative, enter -0-)			403,339
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.........	243,759	240,932	240,932
	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).......
	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)..........	4,948,109	List of Attached Documents: // Content 5,060,654	5,791,699
	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)	5,191,868	5,301,586	6,032,631
	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........	5,191,868	5,301,586
	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).....	5,191,868	5,301,586
	30	Total liabilities and net assets/fund balances (see instructions).	5,191,868	5,301,586

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

5,191,868

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

110,415

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

List of Attached Documents:

// Content

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

5,302,294

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

708

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

5,301,586

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	65. CELANESE CORP DEL		2013-08-20	2023-01-03
b	75. CHEVRONTEXACO CORP		2016-03-03	2023-01-03
c	24. MC DONALDS CORPORATION COMMON		2022-11-01	2023-01-03
d	150. GENERAL MILLS INC COM			2023-01-10
e	28. HUMANA INC COM			2023-01-10
	28. UNITED HEALTH GROUP INC		2016-09-14	2023-01-13
	57. UNITED HEALTH GROUP INC		2016-09-14	2023-01-18
	120. GENERAL MILLS INC COM			2023-01-19
	41. MICROSOFT CORP COM		2019-01-17	2023-01-19
	110. GENERAL MILLS INC COM		2022-10-27	2023-01-25
	55. ABBVIE INC		2019-09-23	2023-01-26
	490. ALTRIA GROUP INC			2023-01-26
	55. T -MOBILE US INC			2023-01-26
	690. AT&T INC		2022-06-13	2023-01-27
	230. ALTRIA GROUP INC		2022-05-18	2023-01-27
	510. CSX CORP COM		2017-01-13	2023-01-27
	130. LAS VEGAS SANDS CORP		2022-12-07	2023-01-30
	25. MC DONALDS CORPORATION COMMON		2022-11-01	2023-01-31
	45. HONEYWELL INTL INC		2022-09-26	2023-02-02
	23. HONEYWELL INTL INC		2013-08-20	2023-02-02
	53. MC DONALDS CORPORATION COMMON		2022-11-01	2023-02-02
	55. T -MOBILE US INC			2023-02-02
	48. ABBVIE INC			2023-02-08
	70. RAYTHEON TECHNOLOGIES CORP		2021-02-05	2023-02-08
	370. AT&T INC			2023-02-09
	80. RAYTHEON TECHNOLOGIES CORP		2021-02-05	2023-02-09
	49. T -MOBILE US INC		2022-06-13	2023-02-09
	140. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2023-02-10
	360. AT&T INC			2023-02-15
	111. PIONEER NAT RES CO			2023-02-15
	66. T -MOBILE US INC			2023-02-15
	102. VALERO ENERGY CORP NEW		2013-08-20	2023-02-15
	100. D R HORTON INC		2023-02-02	2023-02-17
	54. MICROSOFT CORP COM		2019-01-17	2023-02-17
	120. MICRON TECHNOLOGY		2022-10-17	2023-02-17
	133. CELANESE CORP DEL		2013-08-20	2023-02-21
	10. AMERICAN TOWER CORP-CL A		2022-06-30	2023-02-24
	57. AMERICAN TOWER CORP-CL A			2023-02-24
	20. AMERICAN TOWER CORP-CL A		2022-03-17	2023-03-01
	70. PUBLIC SERVICE ENTERPRISE GROUP INC COM			2023-03-01
	14. ANTHEM INC			2023-03-03
	23. CIGNA CORP		2022-11-10	2023-03-03
	128. QUALCOMM INC			2023-03-03
	60. D R HORTON INC			2023-03-06
	16. HOME DEPOT INC USD 0.05		2023-02-02	2023-03-06
	90. LAS VEGAS SANDS CORP			2023-03-06
	50. ORACLE CORPORATION		2022-12-16	2023-03-15
	25. ACCENTURE PLC IRELAND SHS CL A		2022-08-03	2023-03-15
	23. ACCENTURE PLC IRELAND SHS CL A		2021-10-27	2023-03-15
	91. T -MOBILE US INC		2022-02-25	2023-03-16
	280. AT&T INC		2022-11-01	2023-04-27
	47. ABBOTT LABORATORIES		2023-01-13	2023-04-27
	40. ABBOTT LABORATORIES		2021-10-07	2023-04-27
	64. ABBVIE INC		2019-09-20	2023-04-27
	40. ADVANCED MICRO DEVICES INC		2019-01-09	2023-04-27
	120. ALCOA UPSTREAM CORP		2023-03-03	2023-04-27
	56. ALLSTATE CORP COM			2023-04-27
	43. ALPHABET INC/CA		2023-02-15	2023-04-27
	96. AMAZON COM INC		2023-01-26	2023-04-27
	160. AMERICAN INTERNATIONAL GROUP		2020-06-11	2023-04-27
	22. AMERICAN TOWER CORP-CL A			2023-04-27
	28. AMERIPRISE FINL INC		2021-02-19	2023-04-27
	100. AMPHENOL CORP NEW		2022-11-01	2023-04-27
	13. ANTHEM INC		2022-10-10	2023-04-27
	95. APPLE COMPUTER INC COM		2009-06-05	2023-04-27
	130. BAKER HUGHES A GE CO			2023-04-27
	180. BANK AMER CORP		2022-09-23	2023-04-27
	32. BOEING COMPANY		2022-12-23	2023-04-27
	190. BOSTON SCIENTIFIC CORP COM		2023-01-10	2023-04-27
	21. BROADCOM INC		2022-05-12	2023-04-27
	69. C D W CORP/DE		2023-03-16	2023-04-27
	46. CIGNA CORP			2023-04-27
	43. CME GROUP INC		2019-03-04	2023-04-27
	90. CSX CORP COM		2017-01-13	2023-04-27
	12. CHARTER COMMUNICATIONS INC-A		2023-02-02	2023-04-27
	200. COCA-COLA CO USD		2022-01-27	2023-04-27
	130. CORNING INC COM		2023-02-17	2023-04-27
	17. COSTCO WHSL CORP NEW		2021-06-23	2023-04-27
	200. D R HORTON INC			2023-04-27
	18. DEERE & COMPANY		2022-11-03	2023-04-27
	9. DEERE & COMPANY		2017-06-16	2023-04-27
	130. DEVON ENERGY CORPORATION NEW		2023-02-15	2023-04-27
	150. ENBRIDGE INC		2023-01-03	2023-04-27
	20. EQUINIX INC		2018-04-11	2023-04-27
	140. EXELON CORP		2016-10-18	2023-04-27
	165. EXXON MOBIL CORP		2022-11-01	2023-04-27
	56. FACEBOOK INC		2023-02-08	2023-04-27
	18. GENUINE PARTS CO		2023-03-06	2023-04-27
	81. HOME DEPOT INC USD 0.05			2023-04-27
	51. HOME DEPOT INC USD 0.05		2013-08-20	2023-04-27
	39. HONEYWELL INTL INC		2013-08-20	2023-04-27
	8. HUMANA INC COM		2022-09-02	2023-04-27
	81. ILLINOIS TOOL WORKS INC COM		2014-08-15	2023-04-27
	15. KLA TENCOR CORP		2019-10-24	2023-04-27
	180. LAS VEGAS SANDS CORP		2022-06-08	2023-04-27
	31. ESTEE LAUDER COMPANIES INC CL A		2021-05-04	2023-04-27
	33. ELI LILLY & CO COM			2023-04-27
	11. MARTIN MARIETTA MATLS INC		2022-08-31	2023-04-27
	53. MASTERCARD INC		2021-11-19	2023-04-27
	27. MC DONALDS CORPORATION COMMON			2023-04-27
	112. MERCK & CO INC			2023-04-27
	95. MICROSOFT CORP COM			2023-04-27
	40. MICROCHIP TECHNOLOGY INC		2023-03-03	2023-04-27
	90. MICRON TECHNOLOGY		2022-10-17	2023-04-27
	120. MICRON TECHNOLOGY		2019-08-15	2023-04-27
	50. NEXTERA ENERGY INC		2023-02-10	2023-04-27
	50. NEXTERA ENERGY INC		2021-10-07	2023-04-27
	72. NIKE INC CL B		2023-02-17	2023-04-27
	80. OLIN CORP COM PAR $1		2023-02-21	2023-04-27
	120. ORACLE CORPORATION			2023-04-27
	69. PROCTER & GAMBLE CO COM		2023-01-10	2023-04-27
	119. PROLOGIS INC		2022-10-27	2023-04-27
	40. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-05-11	2023-04-27
	40. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-22	2023-04-27
	47. QUALCOMM INC		2022-09-23	2023-04-27
	60. RAYTHEON TECHNOLOGIES CORP		2021-02-05	2023-04-27
	8. REGENERON PHARMACEUTICALS INC		2022-12-09	2023-04-27
	18. S & P GLOBAL INC		2019-06-05	2023-04-27
	19. SALESFORCE COM INC		2023-03-15	2023-04-27
	870. SOUTHWESTERN ENERGY CO		2022-11-04	2023-04-27
	24. STRYKER CORP		2023-01-18	2023-04-27
	160. SYNCHRONY FINANCIAL		2020-07-13	2023-04-27
	69. T -MOBILE US INC			2023-04-27
	162. TARGET CORP			2023-04-27
	51. TEXAS INSTRUMENTS INC		2022-12-05	2023-04-27
	13. THERMO ELECTRON CORP		2019-02-28	2023-04-27
	587. TRUIST FINL CORP			2023-04-27
	18. UNITED HEALTH GROUP INC		2016-09-14	2023-04-27
	90. VOYA FINANCIAL INC			2023-04-27
	11. ACCENTURE PLC IRELAND SHS CL A			2023-04-27
	46. EATON CORP PLC		2022-09-26	2023-04-27
	17. EATON CORP PLC		2012-11-30	2023-04-27
	30. TRANE TECHNOLOGIES PLC		2013-08-20	2023-04-27
	8307. BNY MELLON MID CAP STK FD CL M			2023-05-01
	5000. BNY MELLON SMALL CAP STK FD CL M SHS			2023-05-01
	12864.495 BNY MELLON INTERMEDIATE BOND FD CL M		2022-09-19	2023-05-01
	19569.219 BNY MELLON INTERMEDIATE BOND FD CL M			2023-05-01
	4746.43 BNYM DIVERSIFIED INTL-Y		2022-12-30	2023-05-01
	25526.084 BNYM DIVERSIFIED INTL-Y			2023-05-01
	1600. ISHARES MSCI EAFE SMALL CAP		2022-04-29	2023-05-01
	77. AMERICAN TOWER CORP-CL A			2023-06-01
	36. BROADCOM INC			2023-06-01
	12. BROADCOM INC		2022-12-16	2023-06-30
	10. BROADCOM INC			2023-06-30
	117. FACEBOOK INC			2023-06-30
	14. KLA TENCOR CORP		2019-10-24	2023-06-30
	40. MASTERCARD INC		2022-07-22	2023-06-30
	51. MASTERCARD INC		2021-11-19	2023-06-30
	750. MICRON TECHNOLOGY			2023-06-30
	97. PROCTER & GAMBLE CO COM			2023-06-30
	74. PROCTER & GAMBLE CO COM		2022-03-17	2023-06-30
	166. QUALCOMM INC			2023-06-30
	177. TEXAS INSTRUMENTS INC			2023-06-30
	200. COCA-COLA CO USD			2023-07-31
	80. COCA-COLA CO USD		2019-08-08	2023-07-31
	83. DEERE & COMPANY		2017-06-16	2023-07-31
	40. MC DONALDS CORPORATION COMMON		2022-06-22	2023-07-31
	60. NEXTERA ENERGY INC		2023-02-10	2023-07-31
	100. NEXTERA ENERGY INC		2018-05-09	2023-07-31
	6. NIKE INC CL B		2023-02-17	2023-07-31
	138. NIKE INC CL B		2015-04-21	2023-07-31
	58. ORACLE CORPORATION			2023-07-31
	43. ORACLE CORPORATION		2022-10-31	2023-07-31
	200. SHOPIFY INC-A W/I		2023-06-01	2023-07-31
	340. SYNCHRONY FINANCIAL			2023-07-31
	27. T -MOBILE US INC		2022-02-18	2023-07-31
	81. T -MOBILE US INC			2023-07-31
	490. DEVON ENERGY CORPORATION NEW		2023-02-15	2023-08-02
	9. HUMANA INC COM		2022-09-02	2023-08-16
	18. HUMANA INC COM		2022-09-02	2023-08-17
	67. SALESFORCE COM INC		2023-03-15	2023-08-21
	163. ADVANCED MICRO DEVICES INC		2019-01-09	2023-08-31
	450. ALCOA UPSTREAM CORP			2023-08-31
	55. BOEING COMPANY			2023-08-31
	41. FACEBOOK INC		2023-01-26	2023-08-31
	73. HONEYWELL INTL INC		2013-08-20	2023-08-31
	36. MASTERCARD INC			2023-08-31
	145. MERCK & CO INC			2023-08-31
	136. ORACLE CORPORATION			2023-08-31
	14. REGENERON PHARMACEUTICALS INC			2023-08-31
	650. SOUTHWESTERN ENERGY CO			2023-08-31
	136. T -MOBILE US INC		2017-09-11	2023-08-31
	2380. SOUTHWESTERN ENERGY CO			2023-09-01
	57. BOEING COMPANY		2022-11-08	2023-09-25
	42. CHARTER COMMUNICATIONS INC-A			2023-09-25
	26. COSTCO WHSL CORP NEW			2023-09-25
	530. ENBRIDGE INC			2023-09-25
	63. HONEYWELL INTL INC		2013-08-20	2023-09-25
	204. OLIN CORP COM PAR $1			2023-09-25
	1350. PELOTON INTERACTIVE INC-A		2023-07-31	2023-09-25
	206. RAYTHEON TECHNOLOGIES CORP		2021-02-05	2023-09-25
	83. STRYKER CORP		2023-01-18	2023-09-25
	86. OLIN CORP COM PAR $1		2023-03-03	2023-09-26
	250. BAXTER INTL INC COM		2023-07-31	2023-10-13
	.6667 VERALTO CORP-W/I		2023-07-31	2023-10-16
	171. HESS CORP			2023-10-24
	242. MERCK & CO INC		2022-10-10	2023-11-10
	650. EQT CORP COM			2023-12-14
	40. FACEBOOK INC		2023-01-26	2023-12-14
	41. KLA TENCOR CORP		2019-10-24	2023-12-14
	29. ESTEE LAUDER COMPANIES INC CL A		2023-01-26	2023-12-14
	81. ESTEE LAUDER COMPANIES INC CL A			2023-12-14
	59. MASTERCARD INC			2023-12-14
	193. ORACLE CORPORATION			2023-12-14
	450. EXELON CORP			2023-12-18
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	6,619	3,197	3,422
b	13,046	6,509	6,537
c	6,251	6,549	-298
d	12,633	12,267	366
e	13,460	13,901	-441
	13,939	3,731	10,208
	27,270	7,595	19,675
	9,328	9,691	-363
	9,481	4,321	5,160
	8,488	8,791	-303
	8,103	4,052	4,051
	21,695	27,309	-5,614
	8,166	8,220	-54
	13,715	13,901	-186
	10,181	12,354	-2,173
	15,330	6,575	8,755
	7,506	6,026	1,480
	6,611	6,821	-210
	9,134	7,668	1,466
	4,668	1,793	2,875
	13,935	14,461	-526
	8,078	7,874	204
	6,979	3,490	3,489
	6,835	5,108	1,727
	7,016	7,119	-103
	7,811	5,838	1,973
	7,021	6,242	779
	8,443	10,099	-1,656
	6,902	6,622	280
	24,562	14,329	10,233
	9,718	8,331	1,387
	13,899	3,536	10,363
	9,423	10,311	-888
	13,873	5,691	8,182
	7,056	6,417	639
	15,014	6,541	8,473
	1,974	2,563	-589
	11,158	14,096	-2,938
	3,885	4,898	-1,013
	4,116	5,015	-899
	6,542	6,757	-215
	6,572	7,425	-853
	15,718	18,330	-2,612
	5,496	6,131	-635
	4,788	5,425	-637
	5,408	3,522	1,886
	4,121	4,003	118
	6,114	7,720	-1,606
	5,625	8,166	-2,541
	12,902	11,408	1,494
	4,867	5,144	-277
	5,108	5,334	-226
	4,348	4,721	-373
	9,786	4,647	5,139
	3,455	838	2,617
	4,275	6,623	-2,348
	6,375	7,487	-1,112
	4,498	4,163	335
	10,366	9,451	915
	8,173	5,131	3,042
	4,407	4,329	78
	8,250	6,255	1,995
	7,361	7,684	-323
	5,949	6,085	-136
	15,709	491	15,218
	3,709	4,154	-445
	5,138	5,666	-528
	6,548	6,024	524
	9,668	8,755	913
	12,940	11,932	1,008
	11,441	13,344	-1,903
	11,473	14,052	-2,579
	7,943	7,779	164
	2,716	1,160	1,556
	3,918	4,947	-1,029
	12,708	12,146	562
	4,173	4,619	-446
	8,412	6,671	1,741
	21,362	18,524	2,838
	6,724	7,117	-393
	3,362	1,152	2,210
	6,824	7,437	-613
	5,862	5,850	12
	14,185	8,195	5,990
	6,010	3,338	2,672
	19,044	18,461	583
	13,439	10,386	3,053
	2,943	3,124	-181
	23,326	26,596	-3,270
	14,687	3,819	10,868
	7,641	3,041	4,600
	4,054	3,880	174
	18,906	7,030	11,876
	5,774	2,516	3,258
	11,194	6,672	4,522
	7,526	9,197	-1,671
	12,869	6,742	6,127
	3,801	3,817	-16
	19,563	18,259	1,304
	7,842	6,929	913
	12,750	12,220	530
	28,118	9,157	18,961
	2,911	3,282	-371
	5,466	4,813	653
	7,288	5,068	2,220
	3,725	3,728	-3
	3,725	4,071	-346
	8,958	8,973	-15
	4,279	4,844	-565
	11,315	9,580	1,735
	10,746	10,473	273
	14,302	13,153	1,149
	2,499	2,783	-284
	2,499	2,817	-318
	5,351	5,665	-314
	5,849	4,378	1,471
	6,202	6,001	201
	6,226	3,959	2,267
	3,689	3,436	253
	4,204	5,922	-1,718
	7,165	6,067	1,098
	4,699	3,675	1,024
	10,269	8,623	1,646
	25,306	26,673	-1,367
	8,298	9,038	-740
	6,935	3,377	3,558
	17,998	19,513	-1,515
	8,679	2,398	6,281
	6,751	2,691	4,060
	3,012	3,303	-291
	7,502	6,155	1,347
	2,772	633	2,139
	5,384	1,117	4,267
	136,733	193,845	-57,112
	92,700	128,653	-35,953
	150,901	150,000	901
	229,547	247,548	-18,001
	53,492	47,749	5,743
	287,679	302,499	-14,820
	97,250	100,014	-2,764
	14,397	7,195	7,202
	28,437	20,204	8,233
	10,418	6,634	3,784
	8,681	5,550	3,131
	33,632	18,094	15,538
	6,770	2,348	4,422
	15,654	13,721	1,933
	19,959	17,570	2,389
	47,563	27,879	19,684
	14,636	14,448	188
	11,166	11,091	75
	19,752	19,769	-17
	31,754	29,724	2,030
	12,356	11,866	490
	4,958	4,289	669
	35,589	10,622	24,967
	11,685	9,746	1,939
	4,389	4,474	-85
	7,315	3,965	3,350
	662	748	-86
	15,218	6,912	8,306
	6,771	4,556	2,215
	5,023	3,352	1,671
	13,444	11,596	1,848
	11,718	7,801	3,917
	3,715	3,350	365
	11,145	7,825	3,320
	24,325	28,032	-3,707
	4,449	4,365	84
	8,839	8,731	108
	13,812	12,115	1,697
	17,197	3,413	13,784
	13,533	23,600	-10,067
	12,379	9,636	2,743
	12,203	6,019	6,184
	13,727	5,692	8,035
	14,848	12,226	2,622
	15,874	13,252	2,622
	16,368	10,541	5,827
	11,586	9,839	1,747
	4,380	4,326	54
	18,535	8,564	9,971
	16,111	15,273	838
	11,202	9,643	1,559
	18,429	16,786	1,643
	14,467	5,456	9,011
	18,249	20,327	-2,078
	12,020	4,913	7,107
	9,513	12,329	-2,816
	5,891	13,089	-7,198
	14,677	15,032	-355
	23,761	20,982	2,779
	3,953	5,151	-1,198
	7,946	11,341	-3,395
	48	60	-12
	26,610	24,662	1,948
	24,488	21,904	2,584
	24,534	27,402	-2,868
	13,274	5,872	7,402
	23,767	6,877	16,890
	4,258	7,884	-3,626
	11,892	21,381	-9,489
	24,768	19,438	5,330
	19,448	14,549	4,899
	15,457	9,895	5,562
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529
			21,529

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			3,422
b			6,537
c			-298
d			366
e			-441
			10,208
			19,675
			-363
			5,160
			-303
			4,051
			-5,614
			-54
			-186
			-2,173
			8,755
			1,480
			-210
			1,466
			2,875
			-526
			204
			3,489
			1,727
			-103
			1,973
			779
			-1,656
			280
			10,233
			1,387
			10,363
			-888
			8,182
			639
			8,473
			-589
			-2,938
			-1,013
			-899
			-215
			-853
			-2,612
			-635
			-637
			1,886
			118
			-1,606
			-2,541
			1,494
			-277
			-226
			-373
			5,139
			2,617
			-2,348
			-1,112
			335
			915
			3,042
			78
			1,995
			-323
			-136
			15,218
			-445
			-528
			524
			913
			1,008
			-1,903
			-2,579
			164
			1,556
			-1,029
			562
			-446
			1,741
			2,838
			-393
			2,210
			-613
			12
			5,990
			2,672
			583
			3,053
			-181
			-3,270
			10,868
			4,600
			174
			11,876
			3,258
			4,522
			-1,671
			6,127
			-16
			1,304
			913
			530
			18,961
			-371
			653
			2,220
			-3
			-346
			-15
			-565
			1,735
			273
			1,149
			-284
			-318
			-314
			1,471
			201
			2,267
			253
			-1,718
			1,098
			1,024
			1,646
			-1,367
			-740
			3,558
			-1,515
			6,281
			4,060
			-291
			1,347
			2,139
			4,267
			-57,112
			-35,953
			901
			-18,001
			5,743
			-14,820
			-2,764
			7,202
			8,233
			3,784
			3,131
			15,538
			4,422
			1,933
			2,389
			19,684
			188
			75
			-17
			2,030
			490
			669
			24,967
			1,939
			-85
			3,350
			-86
			8,306
			2,215
			1,671
			1,848
			3,917
			365
			3,320
			-3,707
			84
			108
			1,697
			13,784
			-10,067
			2,743
			6,184
			8,035
			2,622
			2,622
			5,827
			1,747
			54
			9,971
			838
			1,559
			1,643
			9,011
			-2,078
			7,107
			-2,816
			-7,198
			-355
			2,779
			-1,198
			-3,395
			-12
			1,948
			2,584
			-2,868
			7,402
			16,890
			-3,626
			-9,489
			5,330
			4,899
			5,562

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	311,315
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	5,606
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	5,606
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	5,606
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,908
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	5,908
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	302
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax302	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

The books are in care of right arrow

BNY MELLON NA Telephone no. right arrow

(215) 553-3437

Located at right arrow

PO BOX 185PITTSBURGHPA ZIP+4 right arrow

152300185

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)

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)

(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
BNY MELLON N A	TRUSTEE 1	68,404
PO BOX 185 PITTSBURGH,PA152300185	TRUSTEE 1	68,404

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

5,540,956

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

224,107

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

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

5,765,063

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

5,765,063

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

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

86,476

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

5,678,587

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

283,929

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

283,929

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

5,606

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

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

5,606

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

278,323

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

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

278,323

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

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

278,323

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 ..........

285,247

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. .......

285,247

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					278,323
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	3,057
c From 2020......	35,548
d From 2021......	30,038
e From 2022......	98,988
f Total of lines 3a through e ........		167,631
4Qualifying distributions for 2023 from Part
XI, line 4: $ 285,247
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					278,323
e Remaining amount distributed out of corpus		6,924
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		174,555
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 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 ......		174,555
10 Analysis of line 9:
a Excess from 2019....	3,057
b Excess from 2020....	35,548
c Excess from 2021....	30,038
d Excess from 2022....	98,988
e Excess from 2023....	6,924

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).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

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

Check here right arrow

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 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)

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
DELAWARE COMMUNITY FOUNDATION PO BOX 1636 WILMINGTON,DE19899	NONE	PC	GENERAL OPERATING	257,022
Total ................................. 3a				257,022

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	135,788
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	311,315
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				447,103

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

447,103

(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

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
87165B103 SYNCHRONY FINANCIAL	AT COST	5,257	8,784
02079K305 ALPHABET INC/CA	AT COST	60,753	129,074
05569M814 BNY MELLON INTERMEDI
126408103 CSX CORP COM	AT COST	4,255	11,441
150870103 CELANESE CORP DEL
65339F101 NEXTERA ENERGY INC	AT COST	7,453	11,419
882508104 TEXAS INSTRUMENTS IN
05569M509 BNY MELLON MID CAP S	AT COST	138,527	154,519
437076102 HOME DEPOT INC USD 0
654106103 NIKE INC CL B	AT COST	5,459	11,834
91324P102 UNITED HEALTH GROUP	AT COST	7,995	31,588
05569M830 BNY MELLON BOND FD C	AT COST	1,171,515	1,126,153
22160K105 COSTCO WHSL CORP NEW	AT COST	3,623	21,123
30161N101 EXELON CORP
438516106 HONEYWELL INTL INC
46625H100 J P MORGAN CHASE & C	AT COST	46,672	75,184
723787107 PIONEER NAT RES CO
101137107 BOSTON SCIENTIFIC CO	AT COST	30,702	41,045
595112103 MICRON TECHNOLOGY
929089100 VOYA FINANCIAL INC	AT COST	8,463	23,347
G29183103 EATON CORP PLC	AT COST	8,150	52,740
002824100 ABBOTT LABORATORIES	AT COST	17,186	33,461
166764100 CHEVRONTEXACO CORP
29444U700 EQUINIX INC
023135106 AMAZON COM INC	AT COST	44,896	94,811
03027X100 AMERICAN TOWER CORP-
037833100 APPLE COMPUTER INC C	AT COST	70,591	133,423
060505104 BANK AMER CORP	AT COST	11,878	21,212
244199105 DEERE & COMPANY	AT COST	2,304	7,198
026874784 AMERICAN INTERNATION	AT COST	15,376	37,263
452308109 ILLINOIS TOOL WORKS	AT COST	8,159	24,622
594918104 MICROSOFT CORP COM	AT COST	53,199	164,706
872590104 T -MOBILE US INC
91913Y100 VALERO ENERGY CORP N
05588L888 BNYM YLD ENHAN STRAT	AT COST	75,000	76,863
482480100 KLA TENCOR CORP
007903107 ADVANCED MICRO DEVIC
191216100 COCA-COLA CO USD	AT COST	20,366	23,572
78409V104 S & P GLOBAL INC	AT COST	13,759	27,753
883556102 THERMO ELECTRON CORP	AT COST	11,169	22,824
00287Y109 ABBVIE INC	AT COST	16,191	34,558
05588F600 BNYM DIVERSIFIED INT
12572Q105 CME GROUP INC	AT COST	26,378	31,379
89832Q109 TRUIST FINL CORP
532457108 ELI LILLY & CO COM	AT COST	18,004	67,619
75513E101 RAYTHEON TECHNOLOGIE
G8994E103 TRANE TECHNOLOGIES P	AT COST	3,873	25,366
05569M806 BNY MELLON SMALL CAP	AT COST	313,046	265,371
05589K400 BNYM FLTNG RT INC-Y	AT COST	75,000	75,044
03076C106 AMERIPRISE FINL INC	AT COST	21,446	36,464
05588E850 BNY MELLON HIGH YIEL	AT COST	75,057	73,813
518439104 ESTEE LAUDER COMPANI
57636Q104 MASTERCARD INC
G1151C101 ACCENTURE PLC IRELAN	AT COST	10,476	14,036
097023105 BOEING COMPANY
11135F101 BROADCOM INC	AT COST	7,942	16,744
573284106 MARTIN MARIETTA MATL	AT COST	13,533	19,457
233203421 DFA EMERG MKTS CORE	AT COST	225,000	228,959
367829884 GATEWAY TR	AT COST	125,000	141,268
75886F107 REGENERON PHARMACEUT	AT COST	9,658	12,296
517834107 LAS VEGAS SANDS CORP	AT COST	22,683	31,987
23320G463 D F A COMMODITY STRA	AT COST	69,745	52,022
036752103 ANTHEM INC	AT COST	21,065	21,220
370334104 GENERAL MILLS INC CO
444859102 HUMANA INC COM
464288273 ISHARES MSCI EAFE SM
05588F709 BNYM GLBL RL EST SEC	AT COST	75,772	66,500
125523100 CIGNA CORP
742718109 PROCTER & GAMBLE CO	AT COST	10,952	11,284
87612E106 TARGET CORP
30231G102 EXXON MOBIL CORP	AT COST	59,486	57,688
05587N794 BNYM GLBL RL RTRN -Y	AT COST	89,000	85,093
05722G100 BAKER HUGHES A GE CO	AT COST	14,491	16,065
74340W103 PROLOGIS INC
64128R608 NEUBERGER BERMAN LON	AT COST	132,386	138,642
020002101 ALLSTATE CORP COM	AT COST	25,068	26,596
845467109 SOUTHWESTERN ENERGY
38145N220 GOLDMAN SACHS ABS RE	AT COST	86,272	89,438
29250N105 ENBRIDGE INC
68389X105 ORACLE CORPORATION
744573106 PUBLIC SERVICE ENTER	AT COST	16,904	15,288
00206R102 AT&T INC	AT COST	21,838	20,807
580135101 MC DONALDS CORPORATI	AT COST	13,400	16,308
02209S103 ALTRIA GROUP INC
032095101 AMPHENOL CORP NEW	AT COST	26,380	34,696
747525103 QUALCOMM INC
58933Y105 MERCK & CO INC
016255101 ALIGN TECHNOLOGY INC	AT COST	31,871	24,660
01988X408 ALLSPRING GLO LNG/SH	AT COST	150,000	153,166
038222105 APPLIED MATERIALS IN	AT COST	18,388	21,879
03990B101 ARES MANAGEMENT CORP	AT COST	10,722	15,460
04621X108 ASSURANT INC	AT COST	25,033	29,486
075887109 BECTON DICKINSON AND	AT COST	38,483	34,136
084670702 BERKSHIRE HATHAWAY I	AT COST	57,877	59,206
16679L109 CHEWY INC - CLASS A	AT COST	14,717	19,140
17275R102 CISCO SYS INC	AT COST	20,114	17,682
21037T109 CONSTELLATION ENERGY	AT COST	27,137	27,937
219350105 CORNING INC COM	AT COST	15,870	13,703
22160N109 COSTAR GROUP INC	AT COST	19,042	20,974
235851102 DANAHER CORP COMMON	AT COST	29,918	31,000
25746U109 DOMINION RES INC VA	AT COST	15,469	15,040
31618H283 FIDELITY ADV INTL SM	AT COST	87,000	93,782
35671D857 FREEPORT-MCMORAN COP	AT COST	23,168	24,265
372460105 GENUINE PARTS CO	AT COST	12,843	10,249
443573100 HUBSPOT INC	AT COST	31,381	34,252
452327109 ILLUMINA INC	AT COST	25,113	22,418
458140100 INTEL CORPORATION	AT COST	15,637	17,085
46120E602 INTUITIVE SURGICAL I	AT COST	14,689	14,506
464287507 ISHARES TR S&P MIDCA	AT COST	135,955	152,433
464287804 ISHARES TR S & P SMA	AT COST	88,797	102,838
46432F842 ISHARES CORE MSCI EA	AT COST	272,440	281,400
56585A102 MARATHON PETROLEUM C	AT COST	21,439	21,364
595017104 MICROCHIP TECHNOLOGY	AT COST	12,306	13,527
64110L106 NETFLIX COM INC	AT COST	11,451	12,659
651639106 NEWMONT MINING CORP	AT COST	31,387	31,456
666807102 NORTHROP GRUMMAN COR	AT COST	30,261	33,238
67066G104 NVIDIA CORP	AT COST	43,946	82,702
674599105 OCCIDENTAL PETROLEUM	AT COST	25,190	24,481
759916109 REPLIGEN CORP	AT COST	12,517	12,946
80105N105 SANOFI-SYNTHELABO	AT COST	22,772	21,881
803607100 SAREPTA THERAPEUTICS	AT COST	24,279	20,443
806857108 SCHLUMBERGER LIMITED	AT COST	33,828	32,785
82509L107 SHOPIFY INC-A W/I	AT COST	10,436	14,022
852234103 SQUARE INC - A	AT COST	20,496	23,979
90138F102 TWILIO INC - A	AT COST	10,774	12,139
90353T100 UBER TECHNOLOGIES IN	AT COST	19,230	24,012
92338C103 VERALTO CORP-W/I	AT COST	3,890	3,619
G25508105 CRH ORD	AT COST	13,997	17,290
G3223R108 EVEREST RE GRP LTD	AT COST	16,651	15,558
G4863A108 INTERNATIONAL GAME T	AT COST	27,004	26,314
G7496G103 RENAISSANCERE HLDGS	AT COST	18,383	18,620

Description	Amount
MUTUAL FUND TIMING ADJ	561
ROC ON CY SALES	147

Category	Amount	Net Investment Income
FOREIGN TAXES	1,001	1,001
FEDERAL TAX PAYMENT - PRIOR YE	2,834	0
FEDERAL ESTIMATES - PRINCIPAL	5,908	0
FOREIGN TAXES ON NONQUALIFIED	640	640