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
DINON L R FDN FOR CLIN CARDIOLOGY-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

25-6821850

B Telephone number (see instructions)

(215) 553-3252

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

$7,760,892J 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)	13,894
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	218,880		218,583
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		334,707
b	Gross sales price for all assets on line 6a 3,206,638
7	Capital gain net income (from Part IV, line 2)...			334,707
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	381
12	Total. Add lines 1 through 11........	567,862		553,290
13	Compensation of officers, directors, trustees, etc.	83,845		50,307		33,538
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,639	1,929		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	14	14
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	88,498		52,250	0	33,538
25	Contributions, gifts, grants paid.......	188,434				188,434
26	Total expenses and disbursements. Add lines 24 and 25	276,932		52,250	0	221,972
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	290,930
b	Net investment income (if negative, enter -0-)			501,040
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.........	91,754	52,155	52,155
	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)..........	6,566,985	List of Attached Documents: // Content 6,891,651	7,708,737
	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)	6,658,739	6,943,806	7,760,892
	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........	6,658,739	6,943,806
	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).....	6,658,739	6,943,806
	30	Total liabilities and net assets/fund balances (see instructions).	6,658,739	6,943,806

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

6,658,739

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

290,930

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

List of Attached Documents:

// Content

380

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

6,950,049

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

6,243

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

6,943,806

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	46. CELANESE CORP DEL		2018-03-29	2023-01-03
b	52. CHEVRONTEXACO CORP		2016-03-03	2023-01-03
c	12. MC DONALDS CORPORATION COMMON		2022-11-01	2023-01-03
d	60000. BANK OF MONTREAL 3.3% 2/05/24		2019-04-03	2023-01-10
e	110. GENERAL MILLS INC COM		2022-10-28	2023-01-10
	20. HUMANA INC COM		2022-09-02	2023-01-10
	20. UNITED HEALTH GROUP INC		2020-10-28	2023-01-13
	40. UNITED HEALTH GROUP INC		2018-03-29	2023-01-18
	90. GENERAL MILLS INC COM		2022-10-27	2023-01-19
	29. MICROSOFT CORP COM		2019-07-02	2023-01-19
	70. GENERAL MILLS INC COM		2022-10-27	2023-01-25
	39. ABBVIE INC		2020-02-14	2023-01-26
	340. ALTRIA GROUP INC		2022-05-06	2023-01-26
	38. T -MOBILE US INC		2022-11-07	2023-01-26
	490. AT&T INC		2022-05-19	2023-01-27
	160. ALTRIA GROUP INC		2022-05-18	2023-01-27
	360. CSX CORP COM		2003-06-09	2023-01-27
	70. LAS VEGAS SANDS CORP		2022-12-07	2023-01-30
	18. MC DONALDS CORPORATION COMMON		2022-11-01	2023-01-31
	29. HONEYWELL INTL INC		2022-09-26	2023-02-02
	19. HONEYWELL INTL INC		2018-03-29	2023-02-02
	37. MC DONALDS CORPORATION COMMON		2022-11-01	2023-02-02
	12. T -MOBILE US INC		2022-06-03	2023-02-02
	26. T -MOBILE US INC		2022-11-18	2023-02-02
	60000. VERIZON COMMUNICATIO 2.625% 8/15/26		2018-06-26	2023-02-03
	33. ABBVIE INC		2020-02-28	2023-02-08
	60000. MORGAN STANLEY		2022-01-11	2023-02-08
	50. RAYTHEON TECHNOLOGIES CORP		2019-10-21	2023-02-08
	70. AT&T INC		2022-06-13	2023-02-09
	180. AT&T INC		2022-11-18	2023-02-09
	50. RAYTHEON TECHNOLOGIES CORP		2019-10-21	2023-02-09
	35. T -MOBILE US INC		2022-03-30	2023-02-09
	100. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2023-02-10
	260. AT&T INC		2022-11-01	2023-02-15
	78. PIONEER NAT RES CO		2015-10-07	2023-02-15
	45. T -MOBILE US INC		2022-03-30	2023-02-15
	72. VALERO ENERGY CORP NEW		2015-01-06	2023-02-15
	70. D R HORTON INC		2023-02-02	2023-02-17
	37. MICROSOFT CORP COM		2019-04-03	2023-02-17
	90. MICRON TECHNOLOGY		2022-07-25	2023-02-17
	93. CELANESE CORP DEL		2015-01-06	2023-02-21
	9615.385 BNY MELLON HIGH YIELD-I		2014-02-18	2023-02-23
	4582.951 BNYM FLTNG RT INC-Y		2018-04-30	2023-02-23
	615. ISHARES 1-3 YEAR TREASURY BOND ETF		2022-08-01	2023-02-23
	7. AMERICAN TOWER CORP-CL A		2022-06-03	2023-02-24
	29. AMERICAN TOWER CORP-CL A		2022-06-03	2023-02-24
	11. AMERICAN TOWER CORP-CL A		2021-05-27	2023-02-24
	14. AMERICAN TOWER CORP-CL A		2022-06-21	2023-03-01
	50. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2023-03-01
	10. ANTHEM INC		2022-10-10	2023-03-03
	16. CIGNA CORP		2022-11-10	2023-03-03
	68. QUALCOMM INC		2022-08-04	2023-03-03
	23. QUALCOMM INC		2022-09-23	2023-03-03
	40. D R HORTON INC		2023-02-02	2023-03-06
	11. HOME DEPOT INC USD 0.05		2023-02-02	2023-03-06
	50. LAS VEGAS SANDS CORP		2022-06-08	2023-03-06
	20. LAS VEGAS SANDS CORP		2022-12-07	2023-03-06
	30. ORACLE CORPORATION		2022-12-16	2023-03-15
	13. ACCENTURE PLC IRELAND SHS CL A		2022-08-03	2023-03-15
	20. ACCENTURE PLC IRELAND SHS CL A		2021-10-27	2023-03-15
	64. T -MOBILE US INC		2022-06-13	2023-03-16
	60000. TOTAL CAPITAL INTERN 2.434% 1/10/25		2019-07-10	2023-04-11
	106. TARGET CORP		2022-11-01	2023-04-12
	412. TRUIST FINL CORP		2019-11-06	2023-04-12
	60000. JOHN DEERE CAPITAL C 2.05% 1/09/25		2021-08-17	2023-04-13
	32. CIGNA CORP		2022-10-21	2023-04-14
	140. D R HORTON INC		2023-01-03	2023-04-14
	14. EQUINIX INC		2018-03-29	2023-04-14
	56. HOME DEPOT INC USD 0.05		2022-11-22	2023-04-14
	36. HOME DEPOT INC USD 0.05		2015-01-06	2023-04-14
	39. ILLINOIS TOOL WORKS INC COM		2018-07-10	2023-04-14
	48. C D W CORP/DE		2023-03-16	2023-04-19
	79. PROLOGIS INC		2022-10-27	2023-04-19
	60000. PEPSICO INC 2.625% 7/29/29		2021-01-05	2023-05-10
	3. AMERICAN TOWER CORP-CL A		2022-06-21	2023-06-01
	66. AMERICAN TOWER CORP-CL A		2012-07-06	2023-06-01
	32. BROADCOM INC		2022-05-12	2023-06-01
	8. BROADCOM INC		2022-12-16	2023-06-30
	12. BROADCOM INC		2022-05-12	2023-06-30
	105. FACEBOOK INC		2023-01-26	2023-06-30
	12. KLA TENCOR CORP		2019-10-24	2023-06-30
	83. MASTERCARD INC		2021-11-19	2023-06-30
	150. MICRON TECHNOLOGY		2022-10-17	2023-06-30
	520. MICRON TECHNOLOGY		2018-11-19	2023-06-30
	38. PROCTER & GAMBLE CO COM		2022-12-07	2023-06-30
	61. PROCTER & GAMBLE CO COM		2023-01-10	2023-06-30
	55. PROCTER & GAMBLE CO COM		2022-03-17	2023-06-30
	96. QUALCOMM INC		2022-09-23	2023-06-30
	53. QUALCOMM INC		2023-01-19	2023-06-30
	126. TEXAS INSTRUMENTS INC		2022-11-07	2023-06-30
	30. TEXAS INSTRUMENTS INC		2023-01-25	2023-06-30
	40. AT&T INC		2022-11-01	2023-07-03
	13. ABBOTT LABORATORIES		2021-11-23	2023-07-03
	10. ABBVIE INC		2020-04-16	2023-07-03
	7. ADVANCED MICRO DEVICES INC		2019-02-19	2023-07-03
	20. ALCOA UPSTREAM CORP		2023-03-03	2023-07-03
	4. ALIGN TECHNOLOGY INC		2023-06-30	2023-07-03
	10. ALLSTATE CORP COM		2022-11-21	2023-07-03
	33. ALPHABET INC/CA		2023-06-01	2023-07-03
	23. AMAZON COM INC		2023-06-30	2023-07-03
	30. AMERICAN INTERNATIONAL GROUP		2012-09-12	2023-07-03
	5. AMERIPRISE FINL INC		2021-07-16	2023-07-03
	20. AMPHENOL CORP NEW		2022-11-01	2023-07-03
	3. ANTHEM INC		2022-10-10	2023-07-03
	15. APPLE COMPUTER INC COM		2009-07-06	2023-07-03
	10. ARES MANAGEMENT CORP		2023-04-13	2023-07-03
	18738.099 BNY MELLON MID CAP STK FD CL M		2003-03-26	2023-07-03
	43569.287 BNY MELLON HIGH YIELD-I		2016-09-29	2023-07-03
	23222.059 BNYM FLTNG RT INC-Y		2016-09-29	2023-07-03
	10. BAKER HUGHES A GE CO		2022-06-07	2023-07-03
	30. BANK AMER CORP		2022-09-23	2023-07-03
	4. BERKSHIRE HATHAWAY INC DEL CL B		2023-06-30	2023-07-03
	5. BOEING COMPANY		2022-12-23	2023-07-03
	30. BOSTON SCIENTIFIC CORP COM		2023-01-10	2023-07-03
	9. CME GROUP INC		2021-11-24	2023-07-03
	10. CSX CORP COM		2003-06-09	2023-07-03
	1. CHARTER COMMUNICATIONS INC-A		2023-02-02	2023-07-03
	40. COCA-COLA CO USD		2022-06-07	2023-07-03
	20. CORNING INC COM		2023-02-17	2023-07-03
	3. COSTCO WHSL CORP NEW		2022-09-14	2023-07-03
	4. DEERE & COMPANY		2022-11-03	2023-07-03
	20. DEVON ENERGY CORPORATION NEW		2023-02-15	2023-07-03
	20. EQT CORP COM		2023-06-30	2023-07-03
	10. ENBRIDGE INC		2023-01-03	2023-07-03
	20. EXELON CORP		2022-05-18	2023-07-03
	13. EXXON MOBIL CORP		2022-11-01	2023-07-03
	4. FACEBOOK INC		2023-01-26	2023-07-03
	10. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2023-04-14	2023-07-03
	2. GENUINE PARTS CO		2023-03-06	2023-07-03
	4. HESS CORP		2023-06-30	2023-07-03
	6. HONEYWELL INTL INC		2018-03-29	2023-07-03
	3. HUBSPOT INC		2023-06-30	2023-07-03
	2. HUMANA INC COM		2022-09-02	2023-07-03
	4. ILLINOIS TOOL WORKS INC COM		2018-07-10	2023-07-03
	2. INTUITIVE SURGICAL INC		2023-06-30	2023-07-03
	16. J P MORGAN CHASE & CO		2023-04-19	2023-07-03
	2. KLA TENCOR CORP		2019-10-24	2023-07-03
	30. LAS VEGAS SANDS CORP		2022-06-08	2023-07-03
	4. ESTEE LAUDER COMPANIES INC CL A		2021-04-16	2023-07-03
	6. ELI LILLY & CO COM		2022-06-17	2023-07-03
	1. MARTIN MARIETTA MATLS INC		2022-08-31	2023-07-03
	4. MASTERCARD INC		2021-11-19	2023-07-03
	4. MC DONALDS CORPORATION COMMON		2022-11-01	2023-07-03
	18. MERCK & CO INC		2022-12-09	2023-07-03
	15. MICROSOFT CORP COM		2018-10-29	2023-07-03
	2. NETFLIX COM INC		2023-06-30	2023-07-03
	20. NEXTERA ENERGY INC		2022-01-14	2023-07-03
	11. NIKE INC CL B		2023-02-17	2023-07-03
	7. NVIDIA CORP		2023-04-14	2023-07-03
	10. OLIN CORP COM PAR $1		2023-02-21	2023-07-03
	21. ORACLE CORPORATION		2022-12-16	2023-07-03
	3. PROCTER & GAMBLE CO COM		2022-03-17	2023-07-03
	10. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2023-07-03
	10. RAYTHEON TECHNOLOGIES CORP		2021-02-05	2023-07-03
	1. REGENERON PHARMACEUTICALS INC		2022-12-09	2023-07-03
	3. S & P GLOBAL INC		2019-07-02	2023-07-03
	1. SALESFORCE COM INC		2023-03-15	2023-07-03
	10. SANOFI-SYNTHELABO		2023-04-14	2023-07-03
	9. SAREPTA THERAPEUTICS INC		2023-06-30	2023-07-03
	10. SCHLUMBERGER LIMITED COM		2023-04-12	2023-07-03
	20. SHOPIFY INC-A W/I		2023-06-01	2023-07-03
	160. SOUTHWESTERN ENERGY CO		2022-11-04	2023-07-03
	10. SQUARE INC - A		2023-06-30	2023-07-03
	4. STRYKER CORP		2023-01-18	2023-07-03
	20. SYNCHRONY FINANCIAL		2020-08-07	2023-07-03
	11. T -MOBILE US INC		2022-02-25	2023-07-03
	2. THERMO ELECTRON CORP		2021-11-05	2023-07-03
	10. TWILIO INC - A		2023-06-01	2023-07-03
	2. UNITED HEALTH GROUP INC		2018-03-29	2023-07-03
	10. VOYA FINANCIAL INC		2020-04-16	2023-07-03
	2. ACCENTURE PLC IRELAND SHS CL A		2022-08-03	2023-07-03
	11. EATON CORP PLC		2022-09-26	2023-07-03
	30. INTERNATIONAL GAME TECHNOLOG		2023-04-24	2023-07-03
	5. TRANE TECHNOLOGIES PLC		2015-01-06	2023-07-03
	60000. JPMORGAN CHASE & CO		2019-05-03	2023-07-20
	170. COCA-COLA CO USD		2022-01-27	2023-07-31
	70. COCA-COLA CO USD		2022-01-27	2023-07-31
	8. DEERE & COMPANY		2022-11-03	2023-07-31
	63. DEERE & COMPANY		2003-03-26	2023-07-31
	12. MC DONALDS CORPORATION COMMON		2022-11-01	2023-07-31
	22. MC DONALDS CORPORATION COMMON		2022-06-22	2023-07-31
	60. NEXTERA ENERGY INC		2023-02-10	2023-07-31
	80. NEXTERA ENERGY INC		2021-10-07	2023-07-31
	48. NIKE INC CL B		2022-08-01	2023-07-31
	41. NIKE INC CL B		2023-02-17	2023-07-31
	34. NIKE INC CL B		2013-02-22	2023-07-31
	50. ORACLE CORPORATION		2022-11-16	2023-07-31
	38. ORACLE CORPORATION		2022-11-16	2023-07-31
	160. SHOPIFY INC-A W/I		2023-06-01	2023-07-31
	290. SYNCHRONY FINANCIAL		2020-07-13	2023-07-31
	23. T -MOBILE US INC		2022-02-25	2023-07-31
	69. T -MOBILE US INC		2022-02-18	2023-07-31
	420. DEVON ENERGY CORPORATION NEW		2023-02-15	2023-08-02
	60000. AMERICAN HONDA FINAN 2.15% 9/10/24		2019-10-28	2023-08-16
	8. HUMANA INC COM		2022-09-02	2023-08-16
	15. HUMANA INC COM		2022-09-02	2023-08-17
	60000. TORONTO-DOMINION BANK 2.65% 6/12/24		2020-06-12	2023-08-17
	58. SALESFORCE COM INC		2023-03-15	2023-08-21
	137. ADVANCED MICRO DEVICES INC		2019-01-09	2023-08-31
	200. ALCOA UPSTREAM CORP		2023-01-27	2023-08-31
	180. ALCOA UPSTREAM CORP		2023-03-01	2023-08-31
	47. BOEING COMPANY		2022-11-08	2023-08-31
	34. FACEBOOK INC		2023-01-26	2023-08-31
	62. HONEYWELL INTL INC		2015-01-06	2023-08-31
	30. MASTERCARD INC		2021-11-19	2023-08-31
	124. MERCK & CO INC		2022-10-10	2023-08-31
	116. ORACLE CORPORATION		2022-10-31	2023-08-31
	12. REGENERON PHARMACEUTICALS INC		2022-09-23	2023-08-31
	560. SOUTHWESTERN ENERGY CO		2022-10-24	2023-08-31
	116. T -MOBILE US INC		2018-03-29	2023-08-31
	2030. SOUTHWESTERN ENERGY CO		2022-10-24	2023-09-01
	55000. SIMON PROPERTY GROUP 3.375% 12/01/27		2018-06-19	2023-09-07
	49. BOEING COMPANY		2022-11-08	2023-09-25
	36. CHARTER COMMUNICATIONS INC-A		2023-01-27	2023-09-25
	22. COSTCO WHSL CORP NEW		2021-06-23	2023-09-25
	450. ENBRIDGE INC		2022-12-16	2023-09-25
	54. HONEYWELL INTL INC		2015-01-06	2023-09-25
	176. OLIN CORP COM PAR $1		2023-02-21	2023-09-25
	1160. PELOTON INTERACTIVE INC-A		2023-07-31	2023-09-25
	183. RAYTHEON TECHNOLOGIES CORP		2020-04-16	2023-09-25
	71. STRYKER CORP		2023-01-18	2023-09-25
	74. OLIN CORP COM PAR $1		2023-03-03	2023-09-26
	210. BAXTER INTL INC COM		2023-07-31	2023-10-13
	.3333 VERALTO CORP-W/I		2023-07-31	2023-10-16
	146. HESS CORP		2023-06-30	2023-10-24
	207. MERCK & CO INC		2022-10-10	2023-11-10
	60000. HSBC HOLDINGS PLC 3.803% 3/11/25		2021-09-29	2023-11-28
	60000. APPLE INC 2.05% 9/11/26		2019-09-09	2023-11-30
	60000. B B & T CORPORATION 2.5% 8/01/24		2021-05-19	2023-12-12
	560. EQT CORP COM		2023-06-30	2023-12-14
	35. FACEBOOK INC		2023-01-26	2023-12-14
	35. KLA TENCOR CORP		2019-10-24	2023-12-14
	20. ESTEE LAUDER COMPANIES INC CL A		2023-01-26	2023-12-14
	74. ESTEE LAUDER COMPANIES INC CL A		2021-04-16	2023-12-14
	51. MASTERCARD INC		2021-11-24	2023-12-14
	165. ORACLE CORPORATION		2022-11-01	2023-12-14
	390. EXELON CORP		2015-08-21	2023-12-18
	5888.879 BNY MELLON SMALL CAP STK FD CL M SHS		2003-03-26	2023-12-19
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	4,684	4,162	522
b	9,045	4,212	4,833
c	3,125	3,274	-149
d	58,979	61,778	-2,799
e	9,264	8,997	267
	9,614	10,021	-407
	9,957	7,010	2,947
	19,137	10,069	9,068
	6,996	7,260	-264
	6,706	3,946	2,760
	5,401	5,594	-193
	5,746	3,510	2,236
	15,054	19,070	-4,016
	5,642	5,679	-37
	9,740	9,872	-132
	7,083	8,594	-1,511
	10,821	631	10,190
	4,042	3,245	797
	4,760	4,911	-151
	5,886	4,942	944
	3,856	2,638	1,218
	9,728	10,096	-368
	1,763	1,639	124
	3,819	3,876	-57
	56,348	56,918	-570
	4,798	2,752	2,046
	59,189	63,410	-4,221
	4,882	4,199	683
	1,327	1,410	-83
	3,413	3,409	4
	4,882	3,790	1,092
	5,015	4,771	244
	6,031	7,213	-1,182
	4,984	4,782	202
	17,260	9,007	8,253
	6,626	5,773	853
	9,811	3,425	6,386
	6,596	7,217	-621
	9,506	5,002	4,504
	5,292	5,440	-148
	10,499	5,586	4,913
	50,000	64,964	-14,964
	50,000	55,408	-5,408
	49,845	51,044	-1,199
	1,382	1,879	-497
	5,677	7,592	-1,915
	2,153	2,806	-653
	2,719	3,463	-744
	2,940	3,607	-667
	4,673	4,834	-161
	4,572	5,165	-593
	8,350	10,252	-1,902
	2,824	2,772	52
	3,664	4,124	-460
	3,292	3,730	-438
	3,005	1,853	1,152
	1,202	927	275
	2,473	2,402	71
	3,179	4,014	-835
	4,891	7,100	-2,209
	9,074	8,152	922
	58,149	60,443	-2,294
	17,530	17,432	98
	13,674	14,705	-1,031
	57,873	62,745	-4,872
	8,298	9,776	-1,478
	13,709	13,024	685
	9,641	6,099	3,542
	16,359	18,385	-2,026
	10,516	3,656	6,860
	9,021	5,693	3,328
	7,927	9,283	-1,356
	9,886	8,732	1,154
	55,424	65,925	-10,501
	561	742	-181
	12,340	9,559	2,781
	25,277	18,467	6,810
	6,945	4,422	2,523
	10,418	6,724	3,694
	30,183	17,558	12,625
	5,803	2,013	3,790
	32,482	28,594	3,888
	9,513	8,022	1,491
	32,977	20,984	11,993
	5,734	5,697	37
	9,204	9,259	-55
	8,299	8,243	56
	11,423	11,522	-99
	6,306	6,268	38
	22,605	21,250	1,355
	5,382	5,250	132
	641	735	-94
	1,394	1,612	-218
	1,349	826	523
	808	171	637
	688	1,102	-414
	1,373	1,416	-43
	1,108	1,340	-232
	3,933	4,084	-151
	3,017	2,997	20
	1,744	1,072	672
	1,677	1,245	432
	1,686	1,537	149
	1,333	1,404	-71
	2,884	74	2,810
	970	835	135
	326,230	159,779	166,451
	226,125	261,816	-35,691
	252,192	259,192	-7,000
	317	374	-57
	874	944	-70
	1,361	1,364	-3
	1,058	941	117
	1,603	1,382	221
	1,675	2,058	-383
	343	18	325
	369	412	-43
	2,421	2,513	-92
	703	711	-8
	1,616	1,525	91
	1,623	1,582	41
	977	1,144	-167
	818	824	-6
	373	390	-17
	818	950	-132
	1,405	1,455	-50
	1,142	587	555
	409	430	-21
	337	347	-10
	551	545	6
	1,247	833	414
	1,567	1,596	-29
	891	970	-79
	998	574	424
	670	683	-13
	2,352	2,260	92
	957	335	622
	1,762	1,112	650
	790	1,249	-459
	2,754	1,773	981
	457	347	110
	1,574	1,378	196
	1,186	1,091	95
	2,061	1,973	88
	5,054	1,647	3,407
	874	881	-7
	1,486	1,668	-182
	1,206	1,371	-165
	2,982	1,865	1,117
	527	605	-78
	2,456	1,681	775
	457	450	7
	629	721	-92
	983	730	253
	717	750	-33
	1,193	704	489
	211	181	30
	537	563	-26
	1,012	1,031	-19
	498	519	-21
	1,309	1,160	149
	960	1,089	-129
	664	661	3
	1,193	1,011	182
	686	466	220
	1,530	1,399	131
	1,038	1,221	-183
	643	673	-30
	954	440	514
	721	421	300
	618	618
	2,202	1,472	730
	956	858	98
	960	240	720
	57,058	61,698	-4,640
	10,503	10,557	-54
	4,338	4,251	87
	3,430	3,163	267
	27,013	1,268	25,745
	3,506	3,274	232
	6,427	5,360	1,067
	4,389	4,474	-85
	5,852	6,612	-760
	5,293	5,504	-211
	4,521	5,110	-589
	3,749	929	2,820
	5,837	3,993	1,844
	4,439	3,029	1,410
	10,755	9,277	1,478
	9,994	6,675	3,319
	3,165	2,883	282
	9,494	8,637	857
	20,850	24,028	-3,178
	57,820	60,135	-2,315
	3,955	3,880	75
	7,366	7,276	90
	58,503	63,963	-5,460
	11,956	10,488	1,468
	14,454	2,940	11,514
	6,014	10,526	-4,512
	5,413	9,581	-4,168
	10,579	8,528	2,051
	10,119	4,992	5,127
	11,658	7,911	3,747
	12,373	10,298	2,075
	13,575	12,532	1,043
	13,961	9,030	4,931
	9,931	8,640	1,291
	3,773	3,806	-33
	15,809	9,526	6,283
	13,742	13,091	651
	50,539	54,456	-3,917
	9,630	8,290	1,340
	15,796	14,468	1,328
	12,241	9,329	2,912
	15,494	17,314	-1,820
	10,303	5,096	5,207
	8,208	10,652	-2,444
	5,062	11,246	-6,184
	13,038	13,124	-86
	20,325	17,949	2,376
	3,402	4,432	-1,030
	6,675	9,526	-2,851
	24	30	-6
	22,720	21,038	1,682
	20,946	18,736	2,210
	59,573	64,013	-4,440
	55,907	59,763	-3,856
	58,738	63,480	-4,742
	21,137	23,600	-2,463
	11,615	5,138	6,477
	20,289	5,769	14,520
	2,936	5,437	-2,501
	10,864	20,158	-9,294
	21,410	16,917	4,493
	16,626	12,486	4,140
	13,396	11,202	2,194
	117,601	49,724	67,877
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381
			9,381

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			522
b			4,833
c			-149
d			-2,799
e			267
			-407
			2,947
			9,068
			-264
			2,760
			-193
			2,236
			-4,016
			-37
			-132
			-1,511
			10,190
			797
			-151
			944
			1,218
			-368
			124
			-57
			-570
			2,046
			-4,221
			683
			-83
			4
			1,092
			244
			-1,182
			202
			8,253
			853
			6,386
			-621
			4,504
			-148
			4,913
			-14,964
			-5,408
			-1,199
			-497
			-1,915
			-653
			-744
			-667
			-161
			-593
			-1,902
			52
			-460
			-438
			1,152
			275
			71
			-835
			-2,209
			922
			-2,294
			98
			-1,031
			-4,872
			-1,478
			685
			3,542
			-2,026
			6,860
			3,328
			-1,356
			1,154
			-10,501
			-181
			2,781
			6,810
			2,523
			3,694
			12,625
			3,790
			3,888
			1,491
			11,993
			37
			-55
			56
			-99
			38
			1,355
			132
			-94
			-218
			523
			637
			-414
			-43
			-232
			-151
			20
			672
			432
			149
			-71
			2,810
			135
			166,451
			-35,691
			-7,000
			-57
			-70
			-3
			117
			221
			-383
			325
			-43
			-92
			-8
			91
			41
			-167
			-6
			-17
			-132
			-50
			555
			-21
			-10
			6
			414
			-29
			-79
			424
			-13
			92
			622
			650
			-459
			981
			110
			196
			95
			88
			3,407
			-7
			-182
			-165
			1,117
			-78
			775
			7
			-92
			253
			-33
			489
			30
			-26
			-19
			-21
			149
			-129
			3
			182
			220
			131
			-183
			-30
			514
			300

			730
			98
			720
			-4,640
			-54
			87
			267
			25,745
			232
			1,067
			-85
			-760
			-211
			-589
			2,820
			1,844
			1,410
			1,478
			3,319
			282
			857
			-3,178
			-2,315
			75
			90
			-5,460
			1,468
			11,514
			-4,512
			-4,168
			2,051
			5,127
			3,747
			2,075
			1,043
			4,931
			1,291
			-33
			6,283
			651
			-3,917
			1,340
			1,328
			2,912
			-1,820
			5,207
			-2,444
			-6,184
			-86
			2,376
			-1,030
			-2,851
			-6
			1,682
			2,210
			-4,440
			-3,856
			-4,742
			-2,463
			6,477
			14,520
			-2,501
			-9,294
			4,493
			4,140
			2,194
			67,877

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	334,707
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	6,964
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	6,964
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	6,964
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,420
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	5,420
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,544
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

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

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

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

Yes

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) 553-3252

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-)
JAMES A RIVIELLO	CO-TRUSTEE 1	3,317
66 HARBARD ROAD HAVERTOWN,PA19083	CO-TRUSTEE 1	3,317
BNY MELLON N A	CO-TRUSTEE 1	80,528
PO BOX 185 PITTSBURGH,PA152300185	CO-TRUSTEE 1	80,528

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

7,321,209

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

159,155

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

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

7,480,364

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

7,480,364

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

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

112,205

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

7,368,159

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

368,408

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

368,408

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

6,964

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

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

6,964

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

361,444

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

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

361,444

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

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

361,444

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 ..........

221,972

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. .......

221,972

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					361,444
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......	6,490,224
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		6,490,224
4Qualifying distributions for 2023 from Part
XI, line 4: $ 221,972
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.....					221,972
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		139,472			139,472
(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		6,350,752
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) ...		6,350,752
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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
PENNSYLVANIA HOSPITAL 3535 MARKET STREET SUITE 750 PHILADELPHIA,PA191043309	NONE	PC	GENERAL OPERATING	94,217
THOMAS JEFFERSON UNIVERSITY 125 S 9TH ST STE 600 PHILADELPHIA,PA19107	NONE	PC	GENERAL OPERATING	94,217
Total ................................. 3a				188,434

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	218,880
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	334,707
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	381
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				553,968

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

553,968

(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

Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	DINON LOUIS R FBO LOIS-TR C/O BNY MELLON NA PO BOX 185 PITTSBURGH, PA152300185	$ 13,894	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR		Employer identification number 25-6821850

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
780082AD5 ROYAL BANK OF CANADA	AT COST	58,175	54,534
87234N765 TCW EMERGING MARKETS	AT COST	223,745	176,648
89153VAS8 TOTAL CAPITAL INTERN
89832Q109 TRUIST FINL CORP
007903107 ADVANCED MICRO DEVIC
026874784 AMERICAN INTERNATION	AT COST	13,393	31,843
191216100 COCA-COLA CO USD	AT COST	17,883	20,036
595112103 MICRON TECHNOLOGY
654106103 NIKE INC CL B	AT COST	2,526	10,097
828807DE4 SIMON PROPERTY GROUP
882508104 TEXAS INSTRUMENTS IN
91159HHM5 U S BANCORP 3.1% 4	AT COST	59,064	57,497
921075297 VAN ECK CM COMMODITY	AT COST	16,872	13,999
929089100 VOYA FINANCIAL INC	AT COST	9,637	19,699
037833DN7 APPLE INC
05569M806 BNY MELLON SMALL CAP
12572Q105 CME GROUP INC	AT COST	23,713	26,746
65339F101 NEXTERA ENERGY INC	AT COST	3,396	9,475
86562MAF7 SUMITOMO MITSUI FINL	AT COST	62,379	56,837
872590104 T -MOBILE US INC
G8994E103 TRANE TECHNOLOGIES P	AT COST	4,280	21,707
023135106 AMAZON COM INC	AT COST	41,597	80,984
02665WDD0 AMERICAN HONDA FINAN
05588D753 BNY MELLON INTL EQTY	AT COST	115,843	129,061
05588F709 BNYM GLBL RL EST SEC	AT COST	85,755	83,165
060505104 BANK AMER CORP	AT COST	11,304	18,182
126408103 CSX CORP COM	AT COST	500	9,881
21684AAF3 COOPERATIEVE RABOBAN	AT COST	53,611	52,657
22546QAP2 CREDIT SUISSE NEW YO	AT COST	61,918	59,149
30161N101 EXELON CORP
377372AN7 GLAXOSMITHKLINE CAP	AT COST	65,876	54,226
464287507 ISHARES TR S&P MIDCA	AT COST	430,383	483,072
594918104 MICROSOFT CORP COM	AT COST	54,505	141,015
95000U2D4 WELLS FARGO & CO	AT COST	58,630	53,458
05589K400 BNYM FLTNG RT INC-Y
20030NCA7 COMCAST CORP	AT COST	56,330	52,424
438516106 HONEYWELL INTL INC
458140BH2 INTEL CORP	AT COST	62,460	54,004
464287804 ISHARES TR S & P SMA	AT COST	165,940	200,263
00287Y109 ABBVIE INC	AT COST	14,287	29,599
035240AQ3 ANHEUSER-BUSCH INBEV	AT COST	60,301	55,855
037833100 APPLE COMPUTER INC C	AT COST	60,403	114,170
05587K857 BNYM INTL STCK-Y	AT COST	77,861	209,665
05588E850 BNY MELLON HIGH YIEL
06051GFP9 BANK OF AMERICA CORP	AT COST	55,726	54,068
06367WHH9 BANK OF MONTREAL
166764100 CHEVRONTEXACO CORP
244199105 DEERE & COMPANY	AT COST	302	5,998
46625HQW3 JPMORGAN CHASE & CO
46625H100 J P MORGAN CHASE & C	AT COST	24,945	64,298
482480100 KLA TENCOR CORP
532457108 ELI LILLY & CO COM	AT COST	19,632	57,709
693475AW5 PNC FINANCIAL SERVIC	AT COST	60,086	52,073
78409V104 S & P GLOBAL INC	AT COST	11,776	23,348
89114QCA4 TORONTO-DOMINION BAN
03027X100 AMERICAN TOWER CORP-
101137107 BOSTON SCIENTIFIC CO	AT COST	26,688	35,264
172967ME8 CITIGROUP INC	AT COST	60,690	52,191
22160K105 COSTCO WHSL CORP NEW	AT COST	5,117	17,822
68389XBU8 ORACLE CORP	AT COST	64,186	56,594
87165B103 SYNCHRONY FINANCIAL	AT COST	3,808	7,638
00206RGL0 A T & T INC	AT COST	56,555	53,748
02079K305 ALPHABET INC/CA	AT COST	60,338	110,355
05569M509 BNY MELLON MID CAP S
150870103 CELANESE CORP DEL
29444U700 EQUINIX INC
437076102 HOME DEPOT INC USD 0
452308109 ILLINOIS TOOL WORKS	AT COST	7,848	20,955
723787107 PIONEER NAT RES CO
92343VDD3 VERIZON COMMUNICATIO
464287200 ISHARES S&P 500 INDE	AT COST	391,127	523,005
75513E101 RAYTHEON TECHNOLOGIE
883556102 THERMO ELECTRON CORP	AT COST	12,089	19,639
91324P102 UNITED HEALTH GROUP	AT COST	7,016	27,376
91913Y100 VALERO ENERGY CORP N
G29183103 EATON CORP PLC	AT COST	12,001	45,033
002824100 ABBOTT LABORATORIES	AT COST	22,694	28,618
539439AV1 LLOYDS BANKING GROUP	AT COST	67,862	62,717
437076CB6 HOME DEPOT INC 2.7%	AT COST	63,391	54,799
05531FBH5 B B & T CORPORATION
518439104 ESTEE LAUDER COMPANI
822582CG5 SHELL INTERNATIONAL	AT COST	63,138	54,805
404280BZ1 HSBC HOLDINGS PLC
57636Q104 MASTERCARD INC
606822BN3 MITSUBISHI UFJ FIN G	AT COST	61,860	57,949
110122CN6 BRISTOL-MYERS SQUIBB	AT COST	65,806	58,217
713448EL8 PEPSICO INC
G1151C101 ACCENTURE PLC IRELAN	AT COST	9,092	11,931
10373QAE0 BP CAPITAL MARKETS A	AT COST	62,541	54,663
03076C106 AMERIPRISE FINL INC	AT COST	18,574	31,146
06738EAE5 BARCLAYS PLC 3.65% 3	AT COST	64,550	58,659
24422EVC0 JOHN DEERE CAPITAL C
05722G100 BAKER HUGHES A GE CO	AT COST	12,457	13,672
05569M830 BNY MELLON BOND FD C	AT COST	300,000	279,963
747525103 QUALCOMM INC
744573106 PUBLIC SERVICE ENTER	AT COST	15,082	13,453
00206R102 AT&T INC	AT COST	18,691	17,787
61746BDQ6 MORGAN STANLEY
023135CF1 AMAZON.COM INC	AT COST	59,230	58,243
580135101 MC DONALDS CORPORATI	AT COST	11,451	13,936
097023105 BOEING COMPANY
254687FX9 WALT DISNEY COMPANY/	AT COST	58,917	53,384
87612E106 TARGET CORP
444859102 HUMANA INC COM
032095101 AMPHENOL CORP NEW	AT COST	22,660	29,739
02209S103 ALTRIA GROUP INC
845467109 SOUTHWESTERN ENERGY
464287457 ISHARES 1-3 YEAR TRE	AT COST	446,944	441,785
30231G102 EXXON MOBIL CORP	AT COST	51,598	49,290
517834107 LAS VEGAS SANDS CORP	AT COST	19,508	27,066
75886F107 REGENERON PHARMACEUT	AT COST	8,278	10,539
036752103 ANTHEM INC	AT COST	17,788	17,919
68389X105 ORACLE CORPORATION
020002101 ALLSTATE CORP COM	AT COST	21,420	22,677
482480AL4 K L A CORP	AT COST	63,136	61,289
742718109 PROCTER & GAMBLE CO	AT COST	9,462	9,672
370334104 GENERAL MILLS INC CO
11135F101 BROADCOM INC	AT COST	6,986	14,511
573284106 MARTIN MARIETTA MATL	AT COST	11,451	16,464
125523100 CIGNA CORP
00771X419 G Q G PART EMERG MKT	AT COST	75,000	85,100
74340W103 PROLOGIS INC
233203421 DFA EMERG MKTS CORE	AT COST	140,000	149,045
13607HR61 CANADIAN IMPERIAL BA	AT COST	58,194	57,605
58933Y105 MERCK & CO INC
38141GWQ3 GOLDMAN SACHS GRP	AT COST	64,789	63,901
29250N105 ENBRIDGE INC
016255101 ALIGN TECHNOLOGY INC	AT COST	27,267	21,098
025816DB2 AMERICAN EXPRESS CO	AT COST	56,567	57,351
038222105 APPLIED MATERIALS IN	AT COST	15,800	18,800
03990B101 ARES MANAGEMENT CORP	AT COST	9,082	13,081
04045F592 ARISTOTLE FLTNG RT I	AT COST	240,000	243,838
04621X108 ASSURANT INC	AT COST	21,456	25,274
06368LGV2 BANK OF MONTREAL	AT COST	60,559	61,119
075887109 BECTON DICKINSON AND	AT COST	32,438	28,772
084670702 BERKSHIRE HATHAWAY I	AT COST	49,498	50,646
16679L109 CHEWY INC - CLASS A	AT COST	12,536	16,305
17275R102 CISCO SYS INC	AT COST	16,666	14,651
21037T109 CONSTELLATION ENERGY	AT COST	23,277	23,962
219350105 CORNING INC COM	AT COST	13,777	11,876
22160N109 COSTAR GROUP INC	AT COST	16,661	18,352
235851102 DANAHER CORP COMMON	AT COST	25,674	26,604
24422EWR6 JOHN DEERE CAPITAL C	AT COST	56,606	55,910
25746U109 DOMINION RES INC VA	AT COST	13,535	13,160
30303M8G0 META PLATFORMS INC	AT COST	58,130	58,427
35671D857 FREEPORT-MCMORAN COP	AT COST	21,002	20,434
372460105 GENUINE PARTS CO	AT COST	10,934	8,726
404280DZ9 HSBC HOLDINGS PLC	AT COST	59,782	60,830
44134R735 HOTCHKIS & WILEY HIG	AT COST	240,000	248,757
443573100 HUBSPOT INC	AT COST	26,594	29,027
452327109 ILLUMINA INC	AT COST	21,509	19,215
458140100 INTEL CORPORATION	AT COST	13,338	14,573
46120E602 INTUITIVE SURGICAL I	AT COST	12,639	12,482
46432F842 ISHARES CORE MSCI EA	AT COST	72,347	77,385
46647PDH6 JPMORGAN CHASE & CO	AT COST	58,546	59,324
56585A102 MARATHON PETROLEUM C	AT COST	18,462	18,397
595017104 MICROCHIP TECHNOLOGY	AT COST	10,665	11,723
61747YFA8 MORGAN STANLEY	AT COST	60,334	60,273
64110L106 NETFLIX COM INC	AT COST	9,689	10,711
651639106 NEWMONT MINING CORP	AT COST	26,844	26,904
666807102 NORTHROP GRUMMAN COR	AT COST	25,999	28,557
67066G104 NVIDIA CORP	AT COST	37,507	70,321
674599105 OCCIDENTAL PETROLEUM	AT COST	21,503	20,899
716973AE2 PFIZER INVESTMENT EN	AT COST	57,839	60,135
759916109 REPLIGEN CORP	AT COST	10,779	11,148
78009PEH0 ROYAL BANK OF SCOTLA	AT COST	56,807	59,062
80105N105 SANOFI-SYNTHELABO	AT COST	19,694	18,897
803607100 SAREPTA THERAPEUTICS	AT COST	20,729	17,454
806857108 SCHLUMBERGER LIMITED	AT COST	30,163	28,102
82509L107 SHOPIFY INC-A W/I	AT COST	9,277	12,464
852234103 SQUARE INC - A	AT COST	17,851	20,885
87612EBP0 TARGET CORP	AT COST	55,043	55,549
89115A2S0 TORONTO-DOMINION BAN	AT COST	59,782	61,140
89788MAN2 TRUIST FINANCIAL COR	AT COST	60,076	61,057
90138F102 TWILIO INC - A	AT COST	8,754	9,863
90353T100 UBER TECHNOLOGIES IN	AT COST	16,272	20,318
92338C103 VERALTO CORP-W/I	AT COST	3,359	3,126
92343VEU4 VERIZON COMMUNICATIO	AT COST	57,740	58,013
G25508105 CRH ORD	AT COST	11,757	14,524
G3223R108 EVEREST RE GRP LTD	AT COST	14,119	13,082
G4863A108 INTERNATIONAL GAME T	AT COST	23,472	22,476
G7496G103 RENAISSANCERE HLDGS	AT COST	15,868	16,072

Description	Amount
CY PURCHASE OF ACCRUED INTEREST	2,045
MUTUAL FUND TIMING ADJ	3,041
PY RETURN OF CAPITAL ADJUSTMENT	801
ROC ON CY SALES	123
COST BASIS ADJ	233

Category	Amount	Net Investment Income
FOREIGN TAXES	1,601	1,601
FEDERAL ESTIMATES - PRINCIPAL	2,710	0
FOREIGN TAXES ON NONQUALIFIED	328	328


Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR			Employer identification number 25-6821850
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.