Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
CARITA FOUNDATION-IMA
 
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

02-0733877
B Telephone number (see instructions)

(610) 254-1199
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,712,072J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 143,061 142,859  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 441,267
b Gross sales price for all assets on line 6a 3,175,908
7 Capital gain net income (from Part IV, line 2)... 441,267
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,521 977  
12 Total. Add lines 1 through 11........ 587,849 585,103  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
923 0 0 923
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,955 3,573   2,382
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,665 2,191   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39 39    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,582 5,803 0 3,305
25 Contributions, gifts, grants paid....... 268,500 268,500
26 Total expenses and disbursements. Add lines 24 and 25 280,082 5,803 0 271,805
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 307,767
b Net investment income (if negative, enter -0-) 579,300
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 110,146 112,562 112,562
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,867,792 Click to see attachment
List of Attached Documents:
// Content
5,226,063 		6,599,510
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,977,938 5,338,625 6,712,072
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,977,938 5,338,625
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)..... 4,977,938 5,338,625
30 Total liabilities and net assets/fund balances (see instructions). 4,977,938 5,338,625
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,977,938
2
Enter amount from Part I, line 27a .....................
2
307,767
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
56,887
4
Add lines 1, 2, and 3 ..........................
4
5,342,592
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,967
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,338,625
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 10000. TORONTO-DOMINION BANK 2.65% 6/12/24   2022-08-09 2023-07-20
b 25000. TORONTO-DOMINION BANK 2.65% 6/12/24   2021-08-30 2023-07-20
c 230. COCA-COLA CO USD   2022-01-27 2023-07-31
d 100. COCA-COLA CO USD   2022-01-27 2023-07-31
e 16. DEERE & COMPANY   2022-11-03 2023-07-31
77. DEERE & COMPANY   2017-06-16 2023-07-31
10. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
35. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
40. NEXTERA ENERGY INC   2023-02-10 2023-07-31
130. NEXTERA ENERGY INC   2021-10-07 2023-07-31
55. NIKE INC CL B   2022-08-01 2023-07-31
71. NIKE INC CL B   2023-02-17 2023-07-31
36. NIKE INC CL B   2015-04-21 2023-07-31
64. ORACLE CORPORATION   2022-11-16 2023-07-31
48. ORACLE CORPORATION   2022-11-16 2023-07-31
220. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
380. SYNCHRONY FINANCIAL   2017-05-22 2023-07-31
30. T -MOBILE US INC   2022-02-25 2023-07-31
91. T -MOBILE US INC   2022-02-18 2023-07-31
540. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
10000. SIMON PROPERTY GROUP 2.0% 9/13/24   2022-08-09 2023-08-08
25000. SIMON PROPERTY GROUP 2.0% 9/13/24   2021-08-31 2023-08-08
10. HUMANA INC COM   2022-09-02 2023-08-16
21. HUMANA INC COM   2022-09-02 2023-08-17
75. SALESFORCE COM INC   2023-03-15 2023-08-21
35000. SUMITOMO MITSUI FINL 2.696% 7/16/24   2021-08-30 2023-08-21
176. ADVANCED MICRO DEVICES INC   2019-01-09 2023-08-31
250. ALCOA UPSTREAM CORP   2023-01-27 2023-08-31
250. ALCOA UPSTREAM CORP   2023-03-01 2023-08-31
62. BOEING COMPANY   2022-11-08 2023-08-31
45. FACEBOOK INC   2023-01-26 2023-08-31
81. HONEYWELL INTL INC   2004-12-01 2023-08-31
40. MASTERCARD INC   2021-11-19 2023-08-31
164. MERCK & CO INC   2022-10-10 2023-08-31
152. ORACLE CORPORATION   2022-10-31 2023-08-31
15. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-08-31
730. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
151. T -MOBILE US INC   2017-09-11 2023-08-31
2660. SOUTHWESTERN ENERGY CO   2022-10-24 2023-09-01
64. BOEING COMPANY   2022-11-08 2023-09-25
46. CHARTER COMMUNICATIONS INC-A   2023-01-27 2023-09-25
29. COSTCO WHSL CORP NEW   2021-06-23 2023-09-25
590. ENBRIDGE INC   2022-12-16 2023-09-25
71. HONEYWELL INTL INC   2004-12-01 2023-09-25
225. OLIN CORP COM PAR $1   2023-02-21 2023-09-25
1510. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
234. RAYTHEON TECHNOLOGIES CORP   2020-04-21 2023-09-25
92. STRYKER CORP   2023-01-18 2023-09-25
95. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
35000. HSBC HOLDINGS PLC 3.803% 3/11/25   2021-09-29 2023-10-03
70. AT&T INC   2022-11-01 2023-10-05
20. ABBOTT LABORATORIES   2021-11-23 2023-10-05
15. ABBVIE INC   2020-04-21 2023-10-05
1161.972 G Q G PART EMERG MKTS EQ-INST   2020-04-21 2023-10-05
6. ALIGN TECHNOLOGY INC   2023-06-30 2023-10-05
14. ALLSTATE CORP COM   2022-11-21 2023-10-05
58. ALPHABET INC/CA   2023-07-31 2023-10-05
39. AMAZON COM INC   2023-08-31 2023-10-05
40. AMERICAN INTERNATIONAL GROUP   2018-12-19 2023-10-05
7. AMERIPRISE FINL INC   2021-02-19 2023-10-05
20. AMPHENOL CORP NEW   2022-11-01 2023-10-05
2. ANTHEM INC   2022-10-10 2023-10-05
43. APPLE COMPUTER INC COM   2023-07-31 2023-10-05
8. APPLIED MATERIALS INC   2023-09-25 2023-10-05
12. ARES MANAGEMENT CORP   2023-04-13 2023-10-05
8. ASSURANT INC   2023-08-17 2023-10-05
40. BAKER HUGHES A GE CO   2022-05-03 2023-10-05
50. BANK AMER CORP   2022-09-23 2023-10-05
20. BAXTER INTL INC COM   2023-07-31 2023-10-05
6. BECTON DICKINSON AND COMPANY   2023-08-31 2023-10-05
10. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2023-10-05
30. BOSTON SCIENTIFIC CORP COM   2023-01-10 2023-10-05
1. BROADCOM INC   2022-12-16 2023-10-05
11. CME GROUP INC   2021-11-24 2023-10-05
20. CSX CORP COM   2017-01-13 2023-10-05
40. CHEWY INC - CLASS A   2023-09-25 2023-10-05
20. CISCO SYS INC   2023-08-31 2023-10-05
20. COCA-COLA CO USD   2022-01-27 2023-10-05
8. CONSTELLATION ENERGY CORP   2023-09-25 2023-10-05
30. CORNING INC COM   2023-02-17 2023-10-05
2. COSTCO WHSL CORP NEW   2021-06-23 2023-10-05
8. DANAHER CORP COMMON   2023-07-31 2023-10-05
1. DEERE & COMPANY   2017-06-16 2023-10-05
50. EQT CORP COM   2023-08-21 2023-10-05
30. EXELON CORP   2022-05-18 2023-10-05
39. EXXON MOBIL CORP   2022-11-01 2023-10-05
2. FACEBOOK INC   2023-01-26 2023-10-05
30. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-07-31 2023-10-05
1. GENUINE PARTS CO   2023-03-06 2023-10-05
11. HESS CORP   2023-08-31 2023-10-05
26285.155 HOTCHKIS & WILEY HIGH YLD-I   2020-04-21 2023-10-05
4. HUBSPOT INC   2023-06-30 2023-10-05
5. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-10-05
4. ILLUMINA INC   2023-07-31 2023-10-05
2. INTUITIVE SURGICAL INC   2023-06-30 2023-10-05
1315. ISHARES MSCI EAFE SMALL CAP   2021-08-24 2023-10-05
28. J P MORGAN CHASE & CO   2023-04-19 2023-10-05
3. KLA TENCOR CORP   2019-10-24 2023-10-05
40. LAS VEGAS SANDS CORP   2022-06-08 2023-10-05
7. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-10-05
8. ELI LILLY & CO COM   2022-06-17 2023-10-05
3. MARTIN MARIETTA MATLS INC   2022-08-31 2023-10-05
4. MASTERCARD INC   2022-07-22 2023-10-05
4. MC DONALDS CORPORATION COMMON   2022-06-22 2023-10-05
15. MERCK & CO INC   2022-10-10 2023-10-05
27. MICROSOFT CORP COM   2023-07-31 2023-10-05
10. MICROCHIP TECHNOLOGY INC   2023-03-03 2023-10-05
1. NETFLIX COM INC   2023-06-30 2023-10-05
10. NEXTERA ENERGY INC   2023-02-10 2023-10-05
10. NIKE INC CL B   2015-04-21 2023-10-05
3. NORTHROP GRUMMAN CORP   2023-09-25 2023-10-05
7. NVIDIA CORP   2023-04-14 2023-10-05
20. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2023-10-05
12. ORACLE CORPORATION   2022-11-01 2023-10-05
4. PROCTER & GAMBLE CO COM   2023-01-19 2023-10-05
1. PROCTER & GAMBLE CO COM   2022-03-17 2023-10-05
20. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-10-05
1. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-10-05
4. REPLIGEN CORP   2023-08-31 2023-10-05
4. S & P GLOBAL INC   2019-06-05 2023-10-05
10. SANOFI-SYNTHELABO   2023-04-14 2023-10-05
14. SAREPTA THERAPEUTICS INC   2023-06-30 2023-10-05
40. SCHLUMBERGER LIMITED COM   2023-09-01 2023-10-05
10. SHOPIFY INC-A W/I   2023-06-01 2023-10-05
20. SQUARE INC - A   2023-06-30 2023-10-05
20. SYNCHRONY FINANCIAL   2020-07-13 2023-10-05
3. THERMO ELECTRON CORP   2021-11-05 2023-10-05
10. TWILIO INC - A   2023-06-01 2023-10-05
20. UBER TECHNOLOGIES INC   2023-07-31 2023-10-05
4. UNITED HEALTH GROUP INC   2016-09-14 2023-10-05
20. VOYA FINANCIAL INC   2016-01-19 2023-10-05
2. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-10-05
20. CRH ORD   2023-09-25 2023-10-05
16. EATON CORP PLC   2022-09-26 2023-10-05
1. EVEREST RE GRP LTD   2023-04-20 2023-10-05
30. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2023-10-05
8. TRANE TECHNOLOGIES PLC   2012-02-16 2023-10-05
260. BAXTER INTL INC COM   2023-07-31 2023-10-13
.6667 VERALTO CORP-W/I   2023-07-31 2023-10-16
35000. B B & T CORPORATION 2.5% 8/01/24   2021-08-27 2023-10-18
180. HESS CORP   2023-06-30 2023-10-24
255. MERCK & CO INC   2022-10-10 2023-11-10
690. EQT CORP COM   2023-06-30 2023-12-14
43. FACEBOOK INC   2023-01-26 2023-12-14
43. KLA TENCOR CORP   2019-10-24 2023-12-14
26. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
90. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-12-14
62. MASTERCARD INC   2021-11-24 2023-12-14
204. ORACLE CORPORATION   2022-11-01 2023-12-14
480. EXELON CORP   2015-08-21 2023-12-18
837.872 CHAMPLAIN MID CAP FUND-INS   2020-04-21 2024-01-02
184.763 BNYM INTL STCK-Y   2023-12-13 2024-01-02
465.714 BNYM INTL STCK-Y   2020-12-14 2024-01-02
2743.975 F&T BHVRL SM CAP EQ-R6   2023-10-05 2024-01-02
1250. ISHARES TR S & P SMALL CAP 600   2019-04-09 2024-01-02
5769.231 T ROWE PRICE INST HIGH YIELD   2023-10-05 2024-01-02
35000. LLOYDS BANKING GROUP 3.87% 7/09/25   2021-08-30 2024-01-03
30000. VERIZON COMMUNICATIO 3.376% 2/15/25   2021-08-30 2024-01-04
106. ABBOTT LABORATORIES   2023-01-13 2024-01-08
214. ABBOTT LABORATORIES   2014-04-08 2024-01-08
54. ASSURANT INC   2023-08-17 2024-01-08
490. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
3. COSTCO WHSL CORP NEW   2021-06-23 2024-01-08
31. COSTCO WHSL CORP NEW   2011-08-22 2024-01-08
99. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
57. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
66. S & P GLOBAL INC   2019-06-05 2024-01-08
31. EVEREST RE GRP LTD   2023-04-19 2024-01-08
15. EVEREST RE GRP LTD   2023-10-24 2024-01-08
35. ASSURANT INC   2023-08-16 2024-01-09
38. ASSURANT INC   2023-08-21 2024-01-10
58. ASSURANT INC   2023-08-18 2024-01-11
110. BUNGE GLOBAL SA   2024-01-08 2024-01-22
35000. BANK OF AMERICA CORP 3.366% 1/23/26   2022-01-03 2024-02-12
370. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
101. AMERIPRISE FINL INC   2021-02-19 2024-02-21
370. AMPHENOL CORP NEW   2022-11-01 2024-02-21
750. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
16. BROADCOM INC   2022-05-19 2024-02-21
38. ELI LILLY & CO COM   2021-11-05 2024-02-21
31. THERMO ELECTRON CORP   2019-02-28 2024-02-21
42. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
35000. ORACLE CORP 2.5% 4/01/25   2021-08-27 2024-03-07
48. ANTHEM INC   2022-10-10 2024-03-20
660. BANK AMER CORP   2015-02-25 2024-03-20
350. CSX CORP COM   2017-01-13 2024-03-20
420. COCA-COLA CO USD   2019-08-08 2024-03-20
480. CORNING INC COM   2023-02-17 2024-03-20
607. EXXON MOBIL CORP   2022-10-10 2024-03-20
78. GENUINE PARTS CO   2023-03-06 2024-03-20
41. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
160. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
111. NIKE INC CL B   2015-04-21 2024-03-20
31. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
81. PROCTER & GAMBLE CO COM   2022-09-14 2024-03-20
340. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
240. SYNCHRONY FINANCIAL   2020-04-21 2024-03-20
160. VOYA FINANCIAL INC   2016-01-19 2024-03-20
35000. CREDIT SUISSE NEW YO 2.95% 4/09/25   2021-08-30 2024-03-21
35000. MITSUBISHI UFJ FIN G 2.193% 2/25/25   2022-01-04 2024-04-02
19. DEERE & COMPANY   2017-06-16 2024-04-09
46. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
119. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
84. ELI LILLY & CO COM   2020-06-23 2024-04-09
52. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
198. NEXTERA ENERGY INC   2018-05-09 2024-04-09
150. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
270. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
15. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
15. THERMO ELECTRON CORP   2019-02-28 2024-04-09
160. TWILIO INC - A   2023-06-01 2024-04-09
61. EATON CORP PLC   2012-11-30 2024-04-09
68. ABBVIE INC   2024-02-21 2024-04-25
235. ABBVIE INC   2019-09-20 2024-04-25
160. CF INDS HLDGS INC   2024-03-20 2024-05-07
640. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
35000. JOHN DEERE CAPITAL C 4.8% 1/09/26   2023-01-05 2024-05-16
35000. BANK OF NOVA SCOTIA 1.3% 6/11/25   2021-08-31 2024-05-22
35000. MORGAN STANLEY   2021-08-27 2024-06-06
360. INTEL CORPORATION   2023-12-14 2024-06-12
290. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
190. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
45. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,726   9,791 -65
b 24,316   26,438 -2,122
c 14,210   14,362 -152
d 6,198   6,073 125
e 6,861   6,326 535
33,016   9,854 23,162
2,921   2,729 192
10,225   8,527 1,698
2,926   2,982 -56
9,510   10,761 -1,251
6,065   6,307 -242
7,830   8,849 -1,019
3,970   1,803 2,167
7,471   5,116 2,355
5,607   3,827 1,780
14,788   12,756 2,032
13,096   9,078 4,018
4,128   3,785 343
12,521   11,402 1,119
26,807   30,893 -4,086
9,614   9,666 -52
24,036   25,913 -1,877
4,944   4,850 94
10,312   10,186 126
15,461   13,562 1,899
34,017   36,081 -2,064
18,569   3,686 14,883
7,518   13,207 -5,689
7,518   13,394 -5,876
13,955   11,312 2,643
13,393   6,607 6,786
15,231   2,786 12,445
16,497   13,739 2,758
17,955   16,775 1,180
18,294   11,849 6,445
12,413   10,891 1,522
4,919   4,969 -50
20,579   12,502 8,077
18,007   17,189 818
12,577   10,827 1,750
20,184   18,513 1,671
16,136   12,655 3,481
20,315   22,713 -2,398
13,547   2,442 11,105
10,493   13,620 -3,127
6,590   14,640 -8,050
16,672   16,974 -302
26,337   23,258 3,079
4,367   5,690 -1,323
34,556   36,511 -1,955
1,036   1,286 -250
1,923   2,480 -557
2,215   1,215 1,000
16,500   13,061 3,439
1,686   2,125 -439
1,571   1,875 -304
7,841   7,680 161
4,918   5,391 -473
2,399   1,585 814
2,252   1,692 560
1,656   1,537 119
888   936 -48
7,533   8,434 -901
1,115   1,090 25
1,270   1,002 268
1,169   1,137 32
1,330   1,438 -108
1,297   1,574 -277
741   907 -166
1,565   1,677 -112
3,448   3,605 -157
1,553   1,382 171
827   553 274
2,281   2,516 -235
611   258 353
730   728 2
1,061   1,149 -88
1,054   1,215 -161
865   892 -27
889   1,066 -177
1,140   785 355
1,737   1,803 -66
377   128 249
2,056   2,216 -160
1,121   1,412 -291
4,250   4,364 -114
611   294 317
1,058   1,338 -280
143   174 -31
1,566   1,700 -134
261,012   275,000 -13,988
1,853   2,128 -275
1,164   434 730
558   767 -209
581   683 -102
71,919   100,582 -28,663
3,998   3,955 43
1,387   503 884
1,763   1,483 280
989   2,187 -1,198
4,338   2,364 1,974
1,267   1,041 226
1,575   1,372 203
1,014   975 39
1,551   1,358 193
8,609   9,034 -425
775   820 -45
373   440 -67
496   746 -250
960   501 459
1,269   1,279 -10
3,136   1,865 1,271
1,188   1,229 -41
1,299   925 374
577   581 -4
144   150 -6
1,131   1,443 -312
829   690 139
606   695 -89
1,445   880 565
540   563 -23
1,709   1,603 106
2,220   2,406 -186
522   580 -58
852   1,322 -470
572   459 113
1,494   1,832 -338
557   673 -116
894   986 -92
2,067   533 1,534
1,310   603 707
619   618 1
1,108   1,120 -12
3,274   2,141 1,133
386   375 11
904   858 46
1,608   198 1,410
8,264   11,794 -3,530
48   60 -12
33,975   36,139 -2,164
28,011   25,833 2,178
25,803   23,081 2,722
26,044   28,987 -2,943
14,270   6,313 7,957
24,927   7,118 17,809
3,817   7,069 -3,252
13,213   24,448 -11,235
26,028   20,540 5,488
20,556   15,435 5,121
16,487   12,907 3,580
20,000   14,738 5,262
4,261   4,209 52
10,739   11,101 -362
115,000   100,073 14,927
134,136   98,550 35,586
45,000   42,404 2,596
34,646   36,974 -2,328
29,414   32,069 -2,655
11,805   12,031 -226
23,832   14,551 9,281
8,963   7,981 982
15,689   15,143 546
1,966   1,177 789
20,317   2,356 17,961
25,316   8,593 16,723
16,439   13,888 2,551
28,355   14,446 13,909
11,331   11,605 -274
5,483   5,949 -466
5,742   4,962 780
6,203   5,383 820
9,515   8,118 1,397
9,788   10,815 -1,027
34,270   36,058 -1,788
25,315   13,049 12,266
39,848   22,562 17,286
38,694   27,978 10,716
49,119   32,809 16,310
19,419   8,545 10,874
28,084   10,497 17,587
17,025   10,859 6,166
15,132   11,188 3,944
33,913   35,901 -1,988
24,666   22,470 2,196
23,749   13,723 10,026
12,958   4,512 8,446
25,371   22,569 2,802
15,629   16,951 -1,322
68,272   63,503 4,769
12,067   13,537 -1,470
24,691   14,227 10,464
13,848   13,126 722
11,054   5,560 5,494
14,538   13,213 1,325
13,103   11,610 1,493
22,557   21,923 634
10,176   5,200 4,976
11,436   4,596 6,840
34,066   36,445 -2,379
33,987   35,432 -1,445
7,828   2,431 5,397
17,817   15,714 2,103
23,393   16,026 7,367
63,377   13,674 49,703
10,960   7,742 3,218
12,881   8,897 3,984
30,743   28,377 2,366
18,076   18,589 -513
14,108   10,348 3,760
8,800   3,896 4,904
9,822   10,774 -952
19,170   4,563 14,607
11,355   11,852 -497
39,241   17,303 21,938
11,911   13,826 -1,915
19,754   21,283 -1,529
34,882   34,979 -97
33,493   35,161 -1,668
34,456   37,796 -3,340
11,270   16,557 -5,287
18,778   22,429 -3,651
12,303   11,016 1,287
19,365   19,179 186
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
      9,832
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       -65
b       -2,122
c       -152
d       125
e       535
      23,162
      192
      1,698
      -56
      -1,251
      -242
      -1,019
      2,167
      2,355
      1,780
      2,032
      4,018
      343
      1,119
      -4,086
      -52
      -1,877
      94
      126
      1,899
      -2,064
      14,883
      -5,689
      -5,876
      2,643
      6,786
      12,445
      2,758
      1,180
      6,445
      1,522
      -50
      8,077
      818
      1,750
      1,671
      3,481
      -2,398
      11,105
      -3,127
      -8,050
      -302
      3,079
      -1,323
      -1,955
      -250
      -557
      1,000
      3,439
      -439
      -304
      161
      -473
      814
      560
      119
      -48
      -901
      25
      268
      32
      -108
      -277
      -166
      -112
      -157
      171
      274
      -235
      353
      2
      -88
      -161
      -27
      -177
      355
      -66
      249
      -160
      -291
      -114
      317
      -280
      -31
      -134
      -13,988
      -275
      730
      -209
      -102
      -28,663
      43
      884
      280
      -1,198
      1,974
      226
      203
      39
      193
      -425
      -45
      -67
      -250
      459
      -10
      1,271
      -41
      374
      -4
      -6
      -312
      139
      -89
      565
      -23
      106
      -186
      -58
      -470
      113
      -338
      -116
      -92
      1,534
      707
      1
      -12
      1,133
      11
      46
      1,410
      -3,530
      -12
      -2,164
      2,178
      2,722
      -2,943
      7,957
      17,809
      -3,252
      -11,235
      5,488
      5,121
      3,580
      5,262
      52
      -362
      14,927
      35,586
      2,596
      -2,328
      -2,655
      -226
      9,281
      982
      546
      789
      17,961
      16,723
      2,551
      13,909
      -274
      -466
      780
      820
      1,397
      -1,027
      -1,788
      12,266
      17,286
      10,716
      16,310
      10,874
      17,587
      6,166
      3,944
      -1,988
      2,196
      10,026
      8,446
      2,802
      -1,322
      4,769
      -1,470
      10,464
      722
      5,494
      1,325
      1,493
      634
      4,976
      6,840
      -2,379
      -1,445
      5,397
      2,103
      7,367
      49,703
      3,218
      3,984
      2,366
      -513
      3,760
      4,904
      -952
      14,607
      -497
      21,938
      -1,915
      -1,529
      -97
      -1,668
      -3,340
      -5,287
      -3,651
      1,287
      186
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 441,267
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,052
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 8,052
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 8,052
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,948
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 4,948
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,104
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (610) 254-1199

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MR MRS ROBERT C LEGNINI TRUSTEE
1 		0    
179 GRUBB RD
MALVERN,PA19355
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,204,107
b
Average of monthly cash balances.......................
1b
169,562
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,373,669
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,373,669
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
95,605
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,278,064
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
313,903
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
313,903
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,052
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,052
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
305,851
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
305,851
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
305,851
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
271,805
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
271,805
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 305,851
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...... 9,015
b From 2019...... 34,870
c From 2020...... 0
d From 2021...... 36,298
e From 2022...... 0
f Total of lines 3a through e ........ 80,183
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 271,805
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..... 271,805
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 34,046 34,046
(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 46,137
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 ...... 		46,137
10 Analysis of line 9:
a Excess from 2019.... 9,839
b Excess from 2020.... 0
c Excess from 2021.... 36,298
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

EPISCOPAL COMMUNITY SERVICES

216-10 JAMAICA AVE
QUEENS VILLAGE,NY11428 		NONE PC GENERAL OPERATING 3,000

MALVERN LIBRARY

1 E 1ST AVE 2
MALVERN,PA19355 		NONE PC GENERAL OPERATING 5,000

LANAI CAT SANCTUARY

1 KAUPILI RD
LANAI CITY,HI96763 		NONE PC GENERAL OPERATING 1,000

ASHLEY RIGGS MAKING A DIFFERENCE

5420 KEMMONT DR
DURHAM,NC27713 		NONE PC GENERAL OPERATING 2,000

PACS PHOENIXVILLE

101 BUCHANAN ST
PHOENIZVILLE,PA19460 		NONE PC GENERAL OPERATING 2,000

SIERRA CLUB PA CHAPTER

PO BOX 60823
HARRISBURG,PA17106 		NONE PC GENERAL OPERATING 1,000

NATURAL LANDS

1031 PALMERS MILL ROAD
MEDIA,PA19063 		NONE PC GENERAL OPERATING 5,000

TRINITY FOUNDATION

5640 COLUMBIA AVE
DALLAS,TX75214 		NONE PC GENERAL OPERATING 20,000

ACLU

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL OPERATING 2,000

ANERA

1111 14TH ST NW 400
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 5,000

PARTNERS IN HEALTH

150 STATE ST
BREWER,ME044121949 		NONE PC GENERAL OPERATING 1,000

CHESTER COUNTY HISTORY CENTER

225 N HIGH ST
WEST CHESTER,PA19380 		NONE PC GENERAL OPERATING 1,000

MANNA

420 N 20TH ST
PHILADELPHIA,PA19130 		NONE PC GENERAL OPERATING 3,000

LAMBDA LEGAL

120 WALL ST 19TH FLOOR
NEW YORK,NY100053919 		NONE PC GENERAL OPERATING 3,000

CRADLES TO CRAYONS

281 NEWTONVILLE AVE
NEWTON,MA02460 		NONE PC GENERAL OPERATING 5,000

ALITE RESCUE FUND

28 WEST MARKET STREET
WEST CHESTER,PA19382 		NONE PC GENERAL OPERATING 30,000

ED SNIDER YOUTH HOCKEY FOUNDATION

100 W OXFORD STREET
PHILADELPHIA,PA191223927 		NONE PC GENERAL OPERATING 10,000

BRYN MAWR COLLEGE

101 N MERION AVE
BRYN MAWR,PA19010 		NONE PC GENERAL OPERATING 3,000

AGNES IRWIN SCHOOL

ITHAN AVE CONESTOGA RD
ROSEMONT,PA190100000 		NONE PC GENERAL OPERATING 10,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA190851603 		NONE PC GENERAL OPERATING 5,000

AMERICAN PHILOSOPHICAL SOCIETY

104 SOUTH FIFTH STREET
PHILADELPHIA,PA191060000 		NONE PC GENERAL OPERATING 10,000

OPERA PHILADELPHIA

1420 LOCUST ST STE 210
PHILADELPHIA,PA191024204 		NONE PC GENERAL OPERATING 1,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA191302936 		NONE PC GENERAL OPERATING 2,000

COMMUNITY COALITION

10 WEST MAIN STREET
PHOENIXVILLE,PA194600000 		NONE PC GENERAL OPERATING 2,500

SPEAKUP

80 W LANCASTER AVENUE SUITE 220
DEVON,PA19333 		NONE PC GENERAL OPERATING 1,000

CALVARY EPIS CHURCH CENTENNIAL END FD 10

PO BOX 185
PITTSBURGH,PA152300185 		NONE PC GENERAL OPERATING 1,000

UNITE FOR HER

127 E CHESTNUT STREET
WEST CHESTER,PA193802651 		NONE PC GENERAL OPERATING 2,000

US SOCCER FOUNDATION

1140 CONNECTICUT AVE NW SUITE 1200
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 10,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE STE 900
WASHINGTON,DC200033348 		NONE PC GENERAL OPERATING 2,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20090 		NONE PC GENERAL OPERATING 2,000

NATURE CONSERVANCY

4245 FAIRFAX DR STE 100
ARLINGTON,VA222031637 		NONE PC GENERAL OPERATING 2,000

BAT CONSERVATION INTERNATIONAL

500 N CAPITAL OF TEXAS HWY
AUSTIN,TX78746 		NONE PC GENERAL OPERATING 2,000

NURTURING MINDS

506 GREENBRIER AVE
RICHMOND,VA232221608 		NONE PC GENERAL OPERATING 1,000

PA HUNT CUP

327 GUM TREE ROAD
COATESVILLE,PA19320 		NONE PC GENERAL OPERATING 7,500

WHYY

150 N SIXTH ST
PHILADELPHIA,PA19019 		NONE PC GENERAL OPERATING 5,000

GESU SCHOOL

1700 W THOMPSON ST
PHILADELPHIA,PA19121 		NONE PC GENERAL OPERATING 8,000

ECHOES

PO BOX 772
DEVON,PA19333 		NONE PC GENERAL OPERATING 10,000

BLUE RIDGE SCHOLARS

400 RAY C HUNT DRIVE
CHARLOTTESVILLE,VA22904 		NONE PC GENERAL OPERATING 2,000

PHILADELPHIA ZOO

3400 W GIRARD AVENUE
PHIADELPHIA,PA19104 		NONE PC GENERAL OPERATING 2,500

ACADEMY OF NATURAL SCIENCES

1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 10,000

LAUREL HOUSE

197 W MAIN ST
UNIONTOWN,PA15401 		NONE PC GENERAL OPERATING 5,000

DC ABORTION FUND

PO BOX 65061
WASHINGTON DC,DC20035 		NONE PC GENERAL OPERATING 10,000

FOOD & FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011 		NONE PC GENERAL OPERATING 15,000

SHIPLEY SCHOOL

814 YARROW ST
BRYN MAWR,PA19010 		NONE PC GENERAL OPERATING 10,000

EVERYTOWN FOR GUN SAFETY

PO BOX 3886
NEW YORK,NY10163 		NONE PC GENERAL OPERATING 5,000

HOME OF THE SPARROW

4209 W SHAMROCK LN
MCHENRY,IL60050 		NONE PC GENERAL OPERATING 5,000

EASTTOWN LIBRARY

720 FIRST AVE
BERWYN,PA19312 		NONE PC GENERAL OPERATING 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL OPERATING 3,000

DONORSCHOOSE

6656 PO BOX 7247
PHILADELPHIA,PA19170 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 268,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 143,061  
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 ............ 		    18 441,267  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 977  
bFEDERAL TAX REFUND     1 2,544  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   587,849  
13Total. Add line 12, columns (b), (d), and (e)..................
13
587,849
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 923     923

TY 2023 InvestmentsOtherSchedule2
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
30161N101 EXELON CORP      
609207105 MONDELEZ INTERNATION      
872590104 T -MOBILE US INC      
929089100 VOYA FINANCIAL INC AT COST 4,373 12,096
026874784 AMERICAN INTERNATION AT COST 5,220 15,590
166764100 CHEVRONTEXACO CORP AT COST 20,379 20,491
64110L106 NETFLIX COM INC AT COST 12,332 18,897
023135106 AMAZON COM INC AT COST 66,337 143,778
05569M814 BNY MELLON INTERMEDI      
742718109 PROCTER & GAMBLE CO      
00724F101 ADOBE SYS INC COM      
02079K305 ALPHABET INC/CA AT COST 82,838 193,261
12572Q105 CME GROUP INC AT COST 44,977 45,808
150870103 CELANESE CORP DEL      
30303M102 FACEBOOK INC      
G29183103 EATON CORP PLC AT COST 6,175 52,990
060505104 BANK AMER CORP AT COST 19,205 20,283
101137107 BOSTON SCIENTIFIC CO      
110122108 BRISTOL MYERS SQUIBB      
126408103 CSX CORP COM      
126650100 CVS CORP      
20030N101 COMCAST CORP NEW CL      
437076102 HOME DEPOT INC USD 0      
595112103 MICRON TECHNOLOGY      
654106103 NIKE INC CL B      
70450Y103 PAYPAL HOLDINGS INC      
007903107 ADVANCED MICRO DEVIC      
718172109 PHILIP MORRIS INTERN AT COST 15,260 15,200
852234103 SQUARE INC - A AT COST 21,818 21,282
87165B103 SYNCHRONY FINANCIAL      
91324P102 UNITED HEALTH GROUP AT COST 27,294 51,945
91913Y100 VALERO ENERGY CORP N      
452308109 ILLINOIS TOOL WORKS      
464287804 ISHARES TR S & P SMA      
79466L302 SALESFORCE COM INC      
92826C839 VISA INC      
438516106 HONEYWELL INTL INC      
882508104 TEXAS INSTRUMENTS IN      
594918104 MICROSOFT CORP COM AT COST 86,029 240,906
723787107 PIONEER NAT RES CO      
78409V104 S & P GLOBAL INC      
883556102 THERMO ELECTRON CORP      
G5960L103 MEDTRONIC PLC AT COST 52,049 48,013
002824100 ABBOTT LABORATORIES      
037833100 APPLE COMPUTER INC C AT COST 75,213 160,071
G06242104 ATLASSIAN CORP PLC-C      
03027X100 AMERICAN TOWER CORP-      
05587K857 BNYM INTL STCK-Y AT COST 256,902 399,499
05588F709 BNYM GLBL RL EST SEC AT COST 64,442 53,943
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
254687106 DISNEY (WALT) COMPAN AT COST 27,972 24,127
29444U700 EQUINIX INC      
46625H100 J P MORGAN CHASE & C AT COST 34,887 69,982
65339F101 NEXTERA ENERGY INC      
816851109 SEMPRA ENERGY      
88339J105 TRADE DESK INC/THE      
00766Y513 CHAMPLAIN MID CAP FU AT COST 325,835 452,724
15135B101 CENTENE CORP DEL      
16119P108 CHARTER COMMUNICATIO      
191216100 COCA-COLA CO USD      
00771X419 G Q G PART EMERG MKT AT COST 145,560 238,154
009158106 AIR PRODUCTS AND CHE      
22788C105 CROWDSTRIKE HOLDINGS      
461202103 INTUIT INC COM      
75513E101 RAYTHEON TECHNOLOGIE      
89832Q109 TRUIST FINL CORP      
464287465 ISHARES MSCI EAFE IN      
532457108 ELI LILLY & CO COM      
55024U109 LUMENTUM HOLDINGS IN      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,695 35,853
14064D873 F&T BHVRL SM CAP EQ- AT COST 158,822 295,340
464287234 ISHARES MSCI EMERGIN      
05569M368 BNY MELLON CORP BOND      
67066G104 NVIDIA CORP AT COST 56,916 235,961
00287Y109 ABBVIE INC      
44134R735 HOTCHKIS & WILEY HIG      
482480100 KLA TENCOR CORP      
83088M102 SKYWORKS SOLUTIONS I      
235851102 DANAHER CORP COMMON AT COST 47,256 52,219
G46188101 HORIZON THERAPEUTICS      
518439104 ESTEE LAUDER COMPANI      
302491303 F M C CORP COM NEW      
37045V100 GENERAL MOTORS CO AT COST 18,134 19,978
828806109 SIMON PPTY GROUP INC      
09857L108 BOOKING HOLDINGS INC      
538034109 LIVE NATION INC      
03076C106 AMERIPRISE FINL INC      
110122CN6 BRISTOL-MYERS SQUIBB AT COST 37,374 33,742
00206R102 AT&T INC AT COST 33,012 35,927
961214EC3 WESTPAC BKG CORP      
87612EBL9 TARGET CORP      
458140AS9 INTEL CORP AT COST 30,758 29,484
06738EBL8 BARCLAYS PLC AT COST 36,073 34,124
693475AV7 PNC FINANCIAL SERVIC      
22550L2C4 CREDIT SUISSE NEW YO      
06051GGZ6 BANK OF AMERICA CORP      
580135101 MC DONALDS CORPORATI      
G1151C101 ACCENTURE PLC IRELAN      
46647PAY2 JPMORGAN CHASE & CO      
05531FBH5 B B & T CORPORATION      
571903202 MARRIOTT INTERNATION      
064159VL7 BANK OF NOVA SCOTIA      
24422EVC0 JOHN DEERE CAPITAL C      
437076CN0 HOME DEPOT INC AT COST 34,738 33,129
86562MBM1 SUMITOMO MITSUI FINL      
53944YAL7 LLOYDS BANKING GROUP      
377372AM9 GLAXOSMITHKLINE CAP      
822582BZ4 SHELL INTERNATIONAL      
717081103 PFIZER INC COM      
05722G100 BAKER HUGHES A GE CO      
88160R101 TESLA MOTORS INC      
037833CJ7 APPLE INC AT COST 30,066 28,920
G7997R103 SEAGATE TECHNOLOGY H      
11135F101 BROADCOM INC      
126650CL2 C V S HEALTH CORP AT COST 32,553 29,456
89236TGT6 TOYOTA MOTOR CREDIT      
38145GAH3 GOLDMAN SACHS GROUP AT COST 37,063 33,593
78013XZU5 ROYAL BANK OF CANADA      
92343VEN0 VERIZON COMMUNICATIO      
025816CV9 AMERICAN EXPRESS CO      
26614N102 DUPONT DE NEMOURS IN      
91159HHK9 U S BANCORP      
606822BN3 MITSUBISHI UFJ FIN G      
20030NCS8 COMCAST CORP AT COST 32,956 29,527
57636Q104 MASTERCARD INC      
828807DG9 SIMON PROPERTY GROUP      
404280BZ1 HSBC HOLDINGS PLC      
95000U2N2 WELLS FARGO & CO AT COST 33,666 33,986
744573106 PUBLIC SERVICE ENTER      
02209S103 ALTRIA GROUP INC      
517834107 LAS VEGAS SANDS CORP AT COST 24,037 30,090
21684AAF3 COOPERATIEVE RABOBAN AT COST 37,423 33,691
172967MQ1 CITIGROUP INC AT COST 36,904 34,290
89114QCA4 TORONTO-DOMINION BAN      
6174468C6 MORGAN STANLEY      
00206RDQ2 A T & T INC      
68389XBT1 ORACLE CORP      
464288273 ISHARES MSCI EAFE SM      
254687FV3 WALT DISNEY COMPANY/      
06367WHH9 BANK OF MONTREAL      
02665WDD0 AMERICAN HONDA FINAN      
00206RGL0 A T & T INC AT COST 28,550 28,955
013872106 ALCOA UPSTREAM CORP      
020002101 ALLSTATE CORP COM AT COST 26,444 31,932
025816DB2 AMERICAN EXPRESS CO AT COST 31,348 30,728
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
03990B101 ARES MANAGEMENT CORP AT COST 22,860 29,988
05565QDN5 B P CAP MKTS PLC AT COST 29,043 28,429
06368LGV2 BANK OF MONTREAL AT COST 35,515 35,051
097023105 BOEING COMPANY      
13607HR61 CANADIAN IMPERIAL BA AT COST 33,260 33,510
219350105 CORNING INC COM      
233203421 DFA EMERG MKTS CORE AT COST 50,000 56,728
24422EWP0 JOHN DEERE CAPITAL C      
25179M103 DEVON ENERGY CORPORA      
29250N105 ENBRIDGE INC      
30231G102 EXXON MOBIL CORP      
30303M8G0 META PLATFORMS INC AT COST 33,218 33,602
35671D857 FREEPORT-MCMORAN COP AT COST 32,896 35,478
372460105 GENUINE PARTS CO      
444859102 HUMANA INC COM      
464287457 ISHARES 1-3 YEAR TRE AT COST 179,378 177,589
464287507 ISHARES TR S&P MIDCA AT COST 50,424 58,520
46432F842 ISHARES CORE MSCI EA AT COST 88,174 103,875
46647PDG8 JPMORGAN CHASE & CO AT COST 29,987 29,693
573284106 MARTIN MARIETTA MATL      
58933Y105 MERCK & CO INC      
595017104 MICROCHIP TECHNOLOGY      
680665205 OLIN CORP COM PAR $1      
68389X105 ORACLE CORPORATION      
693475BR5 P N C FINANCIAL SERV AT COST 34,905 35,383
70450YAD5 PAYPAL HLDGS INC AT COST 33,656 33,125
716973AC6 PFIZER INVESTMENT EN AT COST 34,766 34,387
747525103 QUALCOMM INC      
75886F107 REGENERON PHARMACEUT      
78016EZD2 ROYAL BANK OF CANADA AT COST 34,246 33,587
80105N105 SANOFI-SYNTHELABO AT COST 35,454 33,964
806857108 SCHLUMBERGER LIMITED AT COST 45,351 38,688
822582BT8 SHELL INTL FIN AT COST 34,300 33,654
82509L107 SHOPIFY INC-A W/I      
845467109 SOUTHWESTERN ENERGY      
863667101 STRYKER CORP      
89236TKQ7 TOYOTA MOTOR CREDIT AT COST 30,452 29,717
90138F102 TWILIO INC - A      
91159HJH4 U S BANCORP AT COST 30,572 30,051
961214FA6 WESTPAC BANKING CORP AT COST 29,965 29,487
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 29,212 20,869
016255101 ALIGN TECHNOLOGY INC AT COST 33,287 22,694
031100100 AMETEK INC NEW AT COST 22,971 21,172
038222105 APPLIED MATERIALS IN AT COST 38,086 55,694
05964HAU9 BANCO SANTANDER SA AT COST 35,289 35,324
06051GLG2 BANK OF AMERICA CORP AT COST 34,956 34,945
075887109 BECTON DICKINSON AND AT COST 40,139 34,122
084670702 BERKSHIRE HATHAWAY I AT COST 60,888 71,190
09073M104 BIO-TECHNE CORP AT COST 15,678 15,763
16679L109 CHEWY INC - CLASS A AT COST 15,623 23,426
17275R102 CISCO SYS INC AT COST 43,987 39,908
172908105 CINTAS CORP AT COST 21,556 25,910
172967424 CITIGROUP INC AT COST 17,236 18,403
20825C104 CONOCOPHILLIPS AT COST 22,254 20,932
21037T109 CONSTELLATION ENERGY AT COST 28,728 50,668
22160N109 COSTAR GROUP INC AT COST 27,297 24,466
22550L2K6 CREDIT SUISSE NEW YO AT COST 34,773 34,712
24422EXH7 JOHN DEERE CAPITAL C AT COST 34,513 34,406
251526CW7 DEUTSCHE BANK NY AT COST 34,956 34,948
252131107 DEXCOM INC AT COST 13,953 11,451
25746U109 DOMINION RES INC VA AT COST 31,265 31,360
26884L109 EQT CORP COM AT COST 24,287 26,626
28176E108 EDWARDS LIFESCIENCES AT COST 27,723 27,711
31618H283 FIDELITY ADV INTL SM AT COST 90,000 103,381
320517105 FIRST HORIZON NATL C AT COST 14,656 15,297
337738AU2 FISERV INC AT COST 32,570 32,359
38141G104 GOLDMAN SACHS GROUP AT COST 25,875 30,305
384747101 GRAIL INC AT COST 753 435
404280DZ9 HSBC HOLDINGS PLC AT COST 34,374 35,263
443201108 HOWMET AEROSPACE INC AT COST 30,980 36,486
443573100 HUBSPOT INC AT COST 32,445 35,977
452327109 ILLUMINA INC AT COST 25,740 17,745
45687V106 INGERSOLL RAND INC AT COST 36,303 37,244
46120E602 INTUITIVE SURGICAL I AT COST 27,913 31,140
464287200 ISHARES S&P 500 INDE AT COST 80,646 93,029
49177J102 KENVUE INC AT COST 24,799 22,180
502431109 L3HARRIS TECHNOLOGIE AT COST 27,704 29,195
504922105 LABCORP HOLDINGS INC AT COST 13,512 13,839
53944YAZ6 LLOYDS BANKING GROUP AT COST 34,987 34,926
550021109 LULULEMON ATHLETICA AT COST 16,692 10,156
56585A102 MARATHON PETROLEUM C AT COST 15,037 17,521
61747YFA8 MORGAN STANLEY AT COST 34,933 34,862
651639106 NEWMONT MINING CORP AT COST 33,039 33,496
66987V109 NOVARTIS AG SPNSRD A AT COST 13,872 14,904
674599105 OCCIDENTAL PETROLEUM AT COST 27,033 27,733
681919106 OMNICOM GROUP INC CO AT COST 31,323 29,601
718546104 PHILLIPS 66 AT COST 22,321 20,046
759916109 REPLIGEN CORP AT COST 13,213 9,581
776696106 ROPER INDS INC NEW AT COST 36,468 38,329
778296103 ROSS STORES INC AT COST 16,320 16,131
77958B204 T ROWE PRICE INST HI AT COST 257,596 271,615
780097BA8 ROYAL BANK OF SCOTLA AT COST 34,140 34,566
803607100 SAREPTA THERAPEUTICS AT COST 25,539 35,234
86562MCR9 SUMITOMO MITSUI FINL AT COST 34,728 35,378
89115A2S0 TORONTO-DOMINION BAN AT COST 35,096 35,123
89788MAN2 TRUIST FINANCIAL COR AT COST 34,271 35,245
90353T100 UBER TECHNOLOGIES IN AT COST 20,217 29,799
92338C103 VERALTO CORP-W/I AT COST 24,458 27,591
92343VER1 VERIZON COMMUNICATIO AT COST 29,450 29,171
98978V103 ZOETIS INC AT COST 23,489 22,537
G25508105 CRH ORD AT COST 30,484 33,741
G51502105 JOHNSON CTLS INTL PL AT COST 30,727 31,241
G7496G103 RENAISSANCERE HLDGS AT COST 19,545 22,575
H01301128 ALCON INC AT COST 13,851 13,362

TY 2023 OtherDecreasesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Description Amount
MUTUAL FUND TIMING ADJ 206
PURCHASE OF ACCRUED INTEREST CARRYOVER 3,071
ROC ADJ ON CY SALES 56
PY RETURN OF CAPITAL ADJUSTMENT 145
TAX LOT BASIS ADJUSTMENT 1
COST BASIS ADJUSTMENT 488


TY 2023 OtherExpensesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 39 39   0


TY 2023 OtherIncomeSchedule2
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 977 977  
FEDERAL TAX REFUND 2,544 0  


TY 2023 OtherIncreasesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Description Amount
PY PENDING SALES 52,389
PY POAI 4,498


TY 2023 OtherProfessionalFeesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 5,955 3,573   2,382


TY 2023 TaxesSchedule
Name:
CARITA FOUNDATION-IMA
EIN:
02-0733877
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,826 1,826   0
FEDERAL ESTIMATES - PRINCIPAL 2,474 0   0
FOREIGN TAXES ON NONQUALIFIED 365 365   0