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
UVAS FOUNDATION
C/O PITCAIRN
Number and street (or P.O. box number if mail is not delivered to street address)161 WASHINGTON STREET SUITE 801
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONSHOHOCKEN, PA19428
A Employer identification number

94-2678808
B Telephone number (see instructions)

(650) 845-8100
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$4,365,674J Accounting method:
MODIFIED CASH
(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) 1,001,165
2 Check right arrow.............
3 Interest on savings and temporary cash investments 718 718  
4 Dividends and interest from securities... 61,212 61,212  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,344
b Gross sales price for all assets on line 6a 1,409,115
7 Capital gain net income (from Part IV, line 2)... 1,041,480
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,123,439 1,103,410  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,486 216   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,955 4,602   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,441 4,818   0
25 Contributions, gifts, grants paid....... 174,000 174,000
26 Total expenses and disbursements. Add lines 24 and 25 196,441 4,818   174,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 926,998
b Net investment income (if negative, enter -0-) 1,098,592
c Adjusted net income (if negative, enter -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......... 34,012 46,081 46,081
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,309    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,459,314 Click to see attachment
List of Attached Documents:
// Content
2,083,529 		1,115,300
c Investments—corporate bonds (attach schedule)....... 914,806 Click to see attachment
List of Attached Documents:
// Content
1,220,790 		3,204,293
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,410,441 3,350,400 4,365,674
Liabilities 17 Accounts payable and accrued expenses..........   12,961
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 12,961
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,410,441 3,337,439
29 Total net assets or fund balances (see instructions)..... 2,410,441 3,337,439
30 Total liabilities and net assets/fund balances (see instructions). 2,410,441 3,350,400
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,410,441
2
Enter amount from Part I, line 27a .....................
2
926,998
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,337,439
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,337,439
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 15 SHARES ALPHABET INC CLASS C P 2015-10-09 2023-11-13
b 10 SHARES ALPHABET INC CLASS C P 2016-04-25 2023-11-13
c 15 SHARES AMAZON.COM INC P 2016-09-09 2023-11-13
d 5 SHARES AMEREN CORP P 2022-07-28 2023-11-13
e 5 SHARES AMEREN CORP P 2022-10-11 2023-11-13
95 SHARES AMPHENOL CORP P 2019-09-12 2023-10-06
50 SHARES ANTA SPORTS PRODUCTS LTD P 2022-08-22 2023-08-23
35 SHARES ANTA SPORTS PRODUCTS LTD P 2022-01-06 2023-08-23
110 SHARES ANTA SPORTS PRODUCTS LTD P 2022-01-07 2023-08-23
5 SHARES AON PLC P 2020-09-28 2024-01-02
5 SHARES AON PLC P 2021-02-10 2024-01-02
10 SHARES AON PLC P 2022-03-31 2024-01-02
4 SHARES AON PLC P 2020-09-02 2024-01-02
5 SHARES APPLE INC P 2020-06-01 2023-11-13
20 SHARES APPLE INC P 2020-04-06 2023-11-13
15 SHARES BANK OF AMERICA CORP P 2019-01-25 2023-11-13
35 SHARES BANK OF AMERICA CORP P 2019-01-28 2023-11-13
60 SHARES BATH & BODY WORKS INC P 2023-01-20 2024-06-06
10 SHARES BLACKSTONE INC P 2020-06-01 2023-11-13
15 SHARES BROOKFIELD CORPORATION P 2022-04-01 2023-11-13
30 SHARES CONOCOPHILLIPS P 2016-08-23 2023-07-11
15 SHARES CONOCOPHILLIPS P 2016-08-23 2023-11-13
30 SHARES COPART INC P 2022-07-15 2023-07-19
40 SHARES COPART INC P 2022-07-15 2023-11-13
5 SHARES COPART INC P 2022-10-17 2023-11-13
10 SHARES COPART INC P 2022-10-17 2024-05-01
10 SHARES EATON CORP PLC P 2021-04-23 2023-10-06
10 SHARES EATON CORP PLC P 2021-04-22 2023-11-13
17 SHARES EATON CORP PLC P 2021-04-22 2024-06-06
5 SHARES HILTON WORLDWIDE HOLDINGS P 2020-01-21 2023-11-13
20 SHARES HOWMET AEROSPACE INC P 2022-08-01 2023-11-13
5 SHARES IQVIA HOLDINGS INC P 2022-10-25 2023-11-13
10 SHARES IQVIA HOLDINGS INC P 2019-10-30 2024-06-10
30 SHARES IQVIA HOLDINGS INC P 2019-10-30 2024-06-11
10 SHARES IQVIA HOLDINGS INC P 2020-04-30 2024-06-11
10 SHARES JPMORGAN CHASE & CO P 2021-05-12 2023-11-13
5 SHARES META PLATFORMS INC P 2019-01-30 2023-11-13
20 SHARES MICROSOFT CORP P 2016-12-19 2023-11-13
5 SHARES MICROSOFT CORP P 2016-12-19 2023-12-01
5 SHARES MOTOROLA SOLUTIONS INC P 2022-08-05 2023-11-13
5 SHARES NVIDIA CORP P 2021-12-21 2023-11-13
10 SHARES ORACLE CORP P 2023-02-10 2024-04-25
20 SHARES ORACLE CORP P 2023-03-16 2024-04-25
10 SHARES ORACLE CORP P 2022-11-21 2024-04-25
50 SHARES ORACLE CORP P 2022-11-21 2024-04-26
20 SHARES ORACLE CORP P 2022-11-21 2024-04-29
15 SHARES ORACLE CORP P 2022-11-21 2024-06-06
5 SHARES ORACLE CORP P 2022-11-21 2024-06-07
4825.575 SHARES OW LARGE CAP STRATEGIES FD P 2021-03-12 2024-06-11
10 SHARES PEPSICO INC P 2015-06-22 2023-07-11
40 SHARES PEPSICO INC P 2015-06-22 2023-10-05
5 SHARES PIONEER NATURAL RESOURCES P 2018-06-22 2023-11-13
15 SHARES PIONEER NATURAL RESOURCES P 2018-06-22 2024-01-19
5 SHARES PIONEER NATURAL RESOURCES P 2020-09-28 2024-01-19
5 SHARES PIONEER NATURAL RESOURCES P 2020-06-01 2024-01-19
2 SHARES S&P GLOBAL INC. P 2021-11-04 2023-11-13
3 SHARES S&P GLOBAL INC. P 2021-11-04 2023-11-13
3 SHARES S&P GLOBAL INC. P 2021-11-04 2023-12-01
1 SHARES SERVICENOW INC P 2018-03-06 2023-12-01
10 SHARES TAKE-2 INTERACTIVE P 2022-07-25 2023-11-13
45 SHARES TEXAS INSTRUMENTS INC P 2019-01-09 2023-08-10
5 SHARES UNITEDHEALTH GROUP INC P 2018-10-24 2023-11-13
0.333 SHARES VERALTO CORP P 2017-01-05 2023-10-02
11.333 SHARES VERALTO CORP P 2017-01-05 2023-12-01
0.333 SHARES VERALTO CORP P 2020-06-01 2023-12-01
5 SHARES VISA INC P 2020-06-01 2023-11-13
10 SHARES VULCAN MATERIALS P 2021-05-13 2023-07-19
5 SHARES VULCAN MATERIALS P 2021-11-04 2023-07-19
5 SHARES VULCAN MATERIALS P 2021-05-13 2023-11-13
30 SHARES VULCAN MATERIALS P 2021-04-22 2024-03-01
5 SHARES VULCAN MATERIALS P 2021-05-13 2024-03-01
10 SHARES WALMART INC P 2022-05-05 2023-07-11
10 SHARES WALMART INC P 2022-05-05 2023-11-13
25 SHARES ALIMENTATION COUCHE-TARD I P 2023-03-30 2023-11-10
75 SHARES ANTA SPORTS PRODUCTS LTD P 2022-08-24 2023-08-22
45 SHARES ANTA SPORTS PRODUCTS LTD P 2022-08-23 2023-08-22
30 SHARES ANTA SPORTS PRODUCTS LTD P 2022-08-23 2023-08-23
5 SHARES ASHTEAD GROUP P 2023-07-20 2023-11-13
3 SHARES ASM INTERNATIONAL NV P 2024-03-12 2024-06-21
2 SHARES AUTOZONE INC P 2024-03-08 2024-06-20
5 SHARES BATH & BODY WORKS INC P 2023-01-20 2023-11-13
35 SHARES BATH & BODY WORKS INC P 2024-03-08 2024-06-06
10 SHARES BJ'S WHOLESALE CLUB HOLDIN P 2024-03-11 2024-05-29
10 SHARES CANADIAN PACIFIC KANSAS CI P 2023-05-11 2023-11-10
3 SHARES CARLISLE COS P 2024-03-11 2024-04-30
2 SHARES CARLISLE COS P 2024-03-11 2024-06-21
3 SHARES CDW CORP/DE P 2024-03-11 2024-05-29
10 SHARES COOPER COS INC/THE P 2024-03-11 2024-06-21
140 SHARES COPART INC P 2024-03-08 2024-05-01
5 SHARES DANAHER CORP P 2023-05-23 2023-11-13
2 SHARES EQUIFAX INC P 2024-03-11 2024-05-29
3 SHARES EQUIFAX INC P 2024-03-11 2024-06-21
5 SHARES EXPEDIA GROUP INC P 2024-03-11 2024-04-30
44 SHARES EXPEDIA GROUP INC P 2024-03-11 2024-05-03
5 SHARES HEALTH CARE SELECT SPDR P 2023-01-17 2023-11-13
10 SHARES INTERCONTINENTAL EXCHG INC P 2023-06-05 2023-11-13
15 SHARES IQVIA HOLDINGS INC P 2024-03-08 2024-06-07
10 SHARES IQVIA HOLDINGS INC P 2024-03-08 2024-06-10
15 SHARES ISHARES CHINA LRGE-CAP ETF P 2023-08-21 2023-11-13
3 SHARES LINCOLN ELEC HLDG P 2024-03-11 2024-04-30
12 SHARES LINCOLN ELEC HLDG P 2024-03-11 2024-05-29
5 SHARES LOWES COS INC P 2023-06-05 2023-11-13
5 SHARES MARVELL TECHNOLOGY INC P 2023-09-18 2023-11-13
20 SHARES MGM RESORTS INTERNATIONAL P 2023-02-13 2023-08-21
40 SHARES MGM RESORTS INTERNATIONAL P 2023-02-13 2023-08-22
50 SHARES MGM RESORTS INTERNATIONAL P 2023-02-10 2023-08-23
30 SHARES MGM RESORTS INTERNATIONAL P 2023-02-13 2023-08-23
10 SHARES NEXTERA ENERGY INC P 2023-05-24 2023-11-13
10 SHARES ORACLE CORP P 2023-02-10 2023-11-13
60 SHARES ORACLE CORP P 2024-03-08 2024-06-07
7905.572 SHARES OW FIXED INCOME FUND P 2024-03-08 2024-06-11
10 SHARES PROLOGIS INC P 2023-05-23 2023-11-13
10 SHARES PROLOGIS INC P 2023-12-14 2024-06-20
7 SHARES S&P 500 DEP RCPTS P 2023-07-19 2023-08-15
25 SHARES SCHLUMBERGER LTD P 2023-07-11 2023-11-13
45 SHARES SELECT SECTOR SPDR TR SBI P 2023-08-22 2023-10-05
5 SHARES SHERWIN-WILLIAMS CO P 2023-01-23 2023-11-13
15 SHARES TELEFLEX INC P 2024-03-11 2024-05-30
20 SHARES TRANSUNION P 2023-08-10 2023-11-13
4.333 SHARES VERALTO CORP P 2023-05-23 2023-12-01
20 SHARES ZOOMINFO TECHNOLOGIES INC P 2023-03-17 2023-09-18
40 SHARES ZOOMINFO TECHNOLOGIES INC P 2023-03-17 2023-09-19
30 SHARES ZOOMINFO TECHNOLOGIES INC P 2023-03-16 2023-09-20
40 SHARES ZOOMINFO TECHNOLOGIES INC P 2023-03-17 2023-09-20
0 SHARES BAUSCH HEALTH COS INC P 1975-01-01 2023-09-21
86.446 SHARES MCDONALD'S CORP D 1988-11-15 2024-03-06
406.942 SHARES MCDONALD'S CORP D 1988-11-15 2024-03-06
1603.612 SHARES MCDONALD'S CORP D 1988-11-15 2024-03-06
1332 SHARES MCDONALD'S CORP D 1988-11-15 2024-03-06
(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 2,000   482 1,518
b 1,334   359 975
c 2,126   578 1,548
d 381   459 -78
e 381   390 -9
7,885   4,453 3,432
534   564 -30
374   492 -118
1,174   1,532 -358
1,443   1,017 426
1,443   1,134 309
2,885   3,275 -390
1,154   839 315
929   401 528
3,717   1,280 2,437
413   442 -29
963   1,036 -73
2,785   2,702 83
977   521 456
478   694 -216
3,223   1,295 1,928
1,730   647 1,083
2,765   1,738 1,027
1,947   1,158 789
243   139 104
547   277 270
2,075   1,431 644
2,213   1,419 794
5,320   2,412 2,908
807   556 251
990   745 245
971   980 -9
2,155   1,431 724
6,440   4,293 2,147
2,147   1,423 724
1,458   1,598 -140
1,635   741 894
7,351   1,273 6,078
1,871   318 1,553
1,553   1,251 302
2,410   1,541 869
1,145   870 275
2,290   1,678 612
1,145   797 348
5,890   3,987 1,903
2,328   1,595 733
1,856   1,196 660
627   399 228
94,340   85,654 8,686
1,837   957 880
6,421   3,827 2,594
1,170   928 242
3,249   2,783 466
1,083   441 642
1,083   457 626
788   870 -82
1,182   1,388 -206
1,266   1,306 -40
691   171 520
1,473   1,306 167
7,559   4,312 3,247
2,694   1,318 1,376
25   9 16
868   317 551
26   19 7
1,225   971 254
2,213   1,894 319
1,106   968 138
1,048   944 104
8,024   5,295 2,729
1,337   944 393
1,545   1,521 24
1,665   1,521 144
1,420   1,248 172
742   919 -177
445   522 -77
320   348 -28
301   357 -56
2,273   1,839 434
6,025   6,147 -122
154   225 -71
1,624   1,568 56
854   746 108
709   813 -104
1,166   1,063 103
822   709 113
665   745 -80
916   1,014 -98
7,663   7,707 -44
980   1,026 -46
462   529 -67
717   793 -76
673   685 -12
5,208   6,025 -817
632   674 -42
1,093   1,082 11
3,278   3,864 -586
2,155   2,576 -421
388   392 -4
659   759 -100
2,362   3,034 -672
966   1,037 -71
270   273 -3
843   884 -41
1,710   1,768 -58
2,150   2,190 -40
1,290   1,326 -36
549   742 -193
1,130   870 260
7,520   6,741 779
79,451   80,194 -743
1,035   1,235 -200
1,095   1,371 -276
3,105   3,188 -83
1,331   1,401 -70
7,184   7,429 -245
1,272   1,227 45
3,107   3,408 -301
1,043   1,574 -531
332   352 -20
344   468 -124
662   935 -273
485   689 -204
647   935 -288
233     233
25,317   505 24,812
119,178   2,377 116,801
469,640   9,367 460,273
390,094   7,781 382,313
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       1,518
b       975
c       1,548
d       -78
e       -9
      3,432
      -30
      -118
      -358
      426
      309
      -390
      315
      528
      2,437
      -29
      -73
      83
      456
      -216
      1,928
      1,083
      1,027
      789
      104
      270
      644
      794
      2,908
      251
      245
      -9
      724
      2,147
      724
      -140
      894
      6,078
      1,553
      302
      869
      275
      612
      348
      1,903
      733
      660
      228
      8,686
      880
      2,594
      242
      466
      642
      626
      -82
      -206
      -40
      520
      167
      3,247
      1,376
      16
      551
      7
      254
      319
      138
      104
      2,729
      393
      24
      144
      172
      -177
      -77
      -28
      -56
      434
      -122
      -71
      56
      108
      -104
      103
      113
      -80
      -98
      -44
      -46
      -67
      -76
      -12
      -817
      -42
      11
      -586
      -421
      -4
      -100
      -672
      -71
      -3
      -41
      -58
      -40
      -36
      -193
      260
      779
      -743
      -200
      -276
      -83
      -70
      -245
      45
      -301
      -531
      -20
      -124
      -273
      -204
      -288
      233
      24,812
      116,801
      460,273
      382,313
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 1,041,480
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 15,270
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 15,270
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 15,270
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,424
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,424
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 13,846
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowCA
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 arrowPITCAIRN TRUST Telephone no.right arrow (215) 887-6700

Located atright arrow161 WASHINGTON STREET SUITE 801CONSHOHOCKENPA ZIP+4right arrow19428
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
KENNETH MATEO PRESIDENT
0.00 		0 0 0
161 WASHINGTON STREET SUITE 801
CONSHOHOCKEN,PA19428
GREGORY MATEO VICE PRESIDENT
0.00 		0 0 0
161 WASHINGTON STREET SUITE 801
CONSHOHOCKEN,PA19428
VICTORIA MATEO SECRETARY
0.00 		0 0 0
161 WASHINGTON STREET SUITE 801
CONSHOHOCKEN,PA19428
COLLEEN MATEO TREASURER
0.00 		0 0 0
161 WASHINGTON STREET SUITE 801
CONSHOHOCKEN,PA19428
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 arrow0
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
3,715,031
b
Average of monthly cash balances.......................
1b
39,263
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,754,294
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
3,754,294
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,314
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,697,980
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
184,899
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
184,899
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,270
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,270
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
169,629
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
169,629
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
169,629
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
174,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
174,000
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 7 169,629
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 53,435
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 174,000
a Applied to 2022, but not more than line 2a 53,435
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..... 120,565
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		49,064
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BATTLESHIP COVE

USS MASSACHUSETTS 5 WATER STREET
FALL RIVER,MA02721 		N/A PC USS MASSACHUSETTS 1,000

BREAKTHROUGH SCHOOLS

3615 SUPERIOR AVENUE E BLDG 44
SUITE 4403D
CLEVELAND,OH44114 		N/A PC GENERAL PURPOSE 2,500

CASA ROMANTICA

415 AVENIDA GRANADA
SAN CLEMENTE,CA92672 		N/A PC GENERAL PURPOSE 1,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVENUE
CLEVELAND,OH441067035 		N/A PC WEATHERHEAD ANNUAL FUND 2,500

CATHOLIC CHARITIES

12141 S LEWIS ST 11TH FLOOR
GARDEN GROVE,CA92840 		N/A PC GENERAL PURPOSE 2,500

CATHOLIC CHARITIES

1505 NE 26TH STREET
WILTON MANORS,FL33305 		N/A PC GENERAL PURPOSE 2,500

CATHOLIC CHARITIES

200 N GLEBE ROAD SUITE 250
ARLINGTON,VA22203 		N/A PC GENERAL PURPOSE 2,500

CHARLESTON AREA THERAPEUTIC RIDING

PO BOX 146
JOHNS ISLAND,SC29457 		N/A PC GENERAL PURPOSE 2,500

CHILDREN'S MUSEUM CLEVELAND

3813 EUCLID AVENUE
CLEVELAND,OH44115 		N/A PC GENERAL PURPOSE 2,500

HOLDEN FORESTS & GARDENS

PO BOX 74422
CLEVELAND,OH441940002 		N/A PC GENERAL PURPOSE 2,500

CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		N/A PC GENERAL PURPOSE 2,500

CLEVELAND MUSEUM OF NATURAL HISTORY

1 WADE OVAL DRIVE UNIVERSITY CIRCLE
CLEVELAND,OH441061767 		N/A PC GENERAL PURPOSE 2,500

CLEVELAND NEIGHBORHOOD PROGRESS

11327 SHAKER BLVD STE 500W
CLEVELAND,OH44104 		N/A PC GENERAL PURPOSE 2,500

CLEVELAND ORCHESTRA

11001 EUCLID AVE
CLEVELAND,OH44106 		N/A PC GENERAL PURPOSE 2,500

CLEVELAND PUBLIC THEATRE

6415 DETROIT AVENUE
CLEVELAND,OH44102 		N/A PC GENERAL PURPOSE 2,500

EAST PALO ALTO CHARTER SCHOOL

1286 RUNNYMEDE STREET
EAST PALO ALTO,CA94303 		N/A PC GENERAL PURPOSE 2,500

FRONTLINE SERVICE

1744 PAYNE AVENUE
CLEVELAND,OH44114 		N/A PC GENERAL PURPOSE 2,500

FROST MUSEUM OF SCIENCE

1101 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC GENERAL PURPOSE 1,000

GIVE KIDS THE WORLD VILLAGE

210 SOUTH BASS ROAD
KISSIMMEE,FL34746 		N/A PC GENERAL PURPOSE 2,500

HATHAWAY BROWN

19600 NORTH PARK BOULEVARD
SHAKER HEIGHTS,OH44122 		N/A PC GENERAL PURPOSE 2,500

HOAG HOSPITAL FOUNDATION

16300 SAND CANYON AVENUE SUITE 811
IRVINE,CA92618 		N/A PC FUDGE FAMILY BIRTHING SUITES 5,000

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780 		N/A PC GENERAL PURPOSE 5,000

KID - KIDS IN DISTRESS IN BROWARD COUNTY

819 NE 26TH STREET
FT LAUDERDALE,FL33305 		N/A PC GENERAL PURPOSE 1,000

LAWRENCE HALL OF SCIENCE

UNIVERSITY OF CALIFORNIA GIFT
ADMINISTRATION 1 CENTENNIAL DRIVE
BERKELEY,CA947205200 		N/A PC GENERAL PURPOSE 1,000

MAY DUGAN CENTER

4115 BRIDGE AVE
CLEVELAND,OH44113 		N/A PC GENERAL PURPOSE 2,500

MISSION HOSPITAL

27700 MEDICAL CENTER ROAD MEDICAL
OFFICE BUILDING 3 SUITE 356
MISSION VIEJO,CA92691 		N/A PC GENERAL PURPOSE 5,000

MUSEUM OF DISCOVERY AND SCIENCE - FORT LAUDERDALE

401 SW 2ND STREET
FT LAUDERDALE,FL33312 		N/A PC GENERAL PURPOSE 2,500

MUSEUM OF SCIENCE BOSTON

1 SCIENCE PARK
BOSTON,MA02114 		N/A PC GENERAL PURPOSE 2,500

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC GENERAL PURPOSE 5,000

NATURE CENTER AT SHAKER LAKES

2600 SOUTH PARK BLVD
CLEVELAND,OH44120 		N/A PC GENERAL PURPOSE 5,000

NAVAL AVIATION MUSEUM FOUNDATION

1750 RADFORD BOULEVARD SUITE B NAS
PENSACOLA,FL325083104 		N/A PC NATIONAL FLIGHT ACADEMY 2,500

NAVY-MARINE CORPS RELIEF SOCIETY

875 N RANDOLPH ST SUITE 225
ARLINGTON,VA22203 		N/A PC GENERAL PURPOSE 10,000

NEW ENGLAND AQUARIUM

DEVELOPMENT DEPARTMENT 1 CENTRAL
WHARF
BOSTON,MA02110 		N/A PC GENERAL PURPOSE 2,500

NEWTON COUNTRY DAY SCHOOL

DEVELOPMENT OFFICE 785 CENTRE
STREET
NEWTON,MA02458 		N/A PC ANNUAL FUND 5,000

PATRIOTS POINT FOUNDATION

PO BOX 309
MT PLEASANT,SC29465 		N/A PC GENERAL PURPOSE 1,000

PLAYHOUSE SQUARE

1501 EUCLID AVENUE SUITE 200
CLEVELAND,OH44115 		N/A PC GENERAL PURPOSE 2,500

PRETEND CITY

29 HUBBLE
IRVINE,CA92618 		N/A PC GENERAL PURPOSE 1,000

PROVIDENCE HOUSE

2050 WEST 32ND STREET
CLEVELAND,OH44113 		N/A PC GENERAL PURPOSE 5,000

SAINT ANTHONY CATHOLIC SCHOOL

820 NORTHEAST THIRD STREET
FORT LAUDERDALE,FL33301 		N/A PC GENERAL PURPOSE 2,500

SAINT JOHN PAUL THE GREAT

17700 DOMINICAN DRIVE
POTOMAC SHORES,VA22026 		N/A PC GENERAL PURPOSE 2,500

SAMARITANS

41 WEST STREET 4TH FLOOR
BOSTON,MA02111 		N/A PC GENERAL PURPOSE 1,000

SEMPER FI FUND INJURED MARINE

825 COLLEGE BOULEVARD SUITE 102 PMB
609
OCEANSIDE,CA92057 		N/A PC GENERAL PURPOSE 10,000

SHAKER SCHOOLS FOUNDATION

15600 PARKLAND DRIVE
SHAKER HEIGHTS,OH44120 		N/A PC GENERAL PURPOSE 5,000

STANFORD UNIVERSITY

THE OFFICE OF THE VICE PROVOST FOR
UNDERGRADUATE EDUCATION SWEET HALL
STANFORD,CA943053082 		N/A PC GENERAL PURPOSE 5,000

STANFORD UNIVERSITY

PO BOX 20466
STANFORD,CA943090466 		N/A PC GENERAL PURPOSE 5,000

SURFERS HEALING

30767 GATEWAY PLACE PMB 126 RANCHO
MISSION VIEGO,CA92694 		N/A PC GENERAL PURPOSE 1,000

TEACH FOR AMERICA

PO BOX 7410773 2814 DETROIT AVE
CLEVELAND,OH44113 		N/A PC GENERAL PURPOSE 2,500

OPERATION UNDERGROUND RAILROAD

PO BOX 560902
DENVER,CO802560902 		N/A PC GENERAL PURPOSE 2,500

UNITED STATES NAVAL ACADEMY

301 KING GEORGE STREET
ANNAPOLIS,MD21402 		N/A PC GENERAL PURPOSE 10,000

UNIVERSITY OF SAN DIEGO

OFFICE OF ANNUAL GIVING 5998 ALCALA
PARK
SAN DIEGO,CA921108001 		N/A PC SCHOOL OF BUSINESS 5,000

WESTERN RESERVE HISTORICAL SOCIETY

CLEVELAND HISTORY CENTER 10825 EAST
BOULEVARD
CLEVELAND,OH44106 		N/A PC GENERAL PURPOSE 2,500

WESTSIDE CATHOLIC CENTER

3135 LORAIN AVENUE
CLEVELAND,OH44113 		N/A PC GENERAL PURPOSE 2,500

YMCA

3708 RUFFIN ROAD
SAN DIEGO,CA92123 		N/A PC MAGDALENA ECKE FAMILY YMCA 2,500

ZOOLOGICAL SOCIETY OF SAN DIEGO

PO 120551
SAN DIEGO,CA921120551 		N/A PC GENERAL PURPOSE 5,000
Total .................................right arrow 3a 174,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 718  
4 Dividends and interest from securities ....     14 61,212  
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 60,344  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 122,274 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
122,274
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
UVAS FOUNDATION
C/O PITCAIRN
Employer identification number

94-2678808
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UVAS FOUNDATION
C/O PITCAIRN 		Employer identification number
94-2678808
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
LAURA DAVIES MATEO
161 WASHINGTON STREET SUITE 801
 
CONSHOHOCKEN, PA19428

$ 25,240


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LAURA DAVIES MATEO
161 WASHINGTON STREET SUITE 801
 
CONSHOHOCKEN, PA19428

$ 118,815


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
LAURA DAVIES MATEO
161 WASHINGTON STREET SUITE 801
 
CONSHOHOCKEN, PA19428

$ 468,206


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
LAURA DAVIES MATEO
161 WASHINGTON STREET SUITE 801
 
CONSHOHOCKEN, PA19428

$ 388,904


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UVAS FOUNDATION
C/O PITCAIRN 		Employer identification number

94-2678808
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
1
 86.446 SHARES MCDONALD'S CORP $ 25,240 2023-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 406.942 SHARES MCDONALD'S CORP $ 118,815 2023-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1,603.612 SHARES MCDONALD'S CORP $ 468,206 2023-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,332 SHARES MCDONALD'S CORP $ 388,904 2023-12-26
(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)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UVAS FOUNDATION
C/O PITCAIRN 		Employer identification number

94-2678808
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
UVAS FOUNDATION
 
C/O PITCAIRN
EIN:
94-2678808
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,220,790 3,204,293

TY 2023 InvestmentsCorpStockSchedule
Name:
UVAS FOUNDATION
 
C/O PITCAIRN
EIN:
94-2678808
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCK 2,083,529 1,115,300

TY 2023 OtherExpensesSchedule
Name:
UVAS FOUNDATION
 
C/O PITCAIRN
EIN:
94-2678808
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,602 4,602   0
MISCELLANEOUS EXPENSES 160 0   0
BANK SERVICE CHARGES 2,097 0   0
BOOK ADJUSTMENT 96 0   0


TY 2023 TaxesSchedule
Name:
UVAS FOUNDATION
 
C/O PITCAIRN
EIN:
94-2678808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 216 216   0
FEDERAL TAX 15,270 0   0