Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
FINDT HARRY L TW I4
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

34-6617320
B Telephone number (see instructions)

(216) 222-3075
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,578,414
J 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... 42,413 42,090  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,560
b Gross sales price for all assets on line 6a 623,418
7 Capital gain net income (from Part IV, line 2)... 42,560
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)....... 273    
12 Total. Add lines 1 through 11........ 85,246 84,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,343 10,672   10,671
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 380 0 0 380
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 977 608   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)....... 556 356   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,256 11,636 0 11,251
25 Contributions, gifts, grants paid....... 121,929 121,929
26 Total expenses and disbursements. Add lines 24 and 25 145,185 11,636 0 133,180
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,939
b Net investment income (if negative, enter -0-) 73,014
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............. -59    
2 Savings and temporary cash investments......... 17,829 75,558 75,558
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)....... 324,163    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,146,059 Click to see attachment
List of Attached Documents:
// Content
1,351,756
1,502,856
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) 1,487,992 1,427,314 1,578,414
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........ 1,487,992 1,427,314
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)..... 1,487,992 1,427,314
30 Total liabilities and net assets/fund balances (see instructions). 1,487,992 1,427,314
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
1,487,992
2
Enter amount from Part I, line 27a .....................
2
-59,939
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,938
4
Add lines 1, 2, and 3 ..........................
4
1,429,991
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,677
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,427,314
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 3. RESMED INC   2019-07-19 2023-01-03
b 150. FIDELITY REAL ESTATE ETF ETF   2020-05-20 2023-01-10
c 1300. ISHARES CORE MSCI EAFE ETF ETF     2023-01-10
d 17. ABBOTT LABORATORIES INC   2019-07-24 2023-01-11
e 8. AMAZON COM INC   2021-04-12 2023-01-11
19. AMERICAN INTERNATIONAL GROUP,INC   2019-07-25 2023-01-11
20. AMPHENOL CORP NEW CL A   2019-07-24 2023-01-11
12. ARCHER DANIELS MIDLAND CO   2019-07-25 2023-01-11
3. AUTOMATIC DATA PROCESSING INC   2022-01-26 2023-01-11
4. AUTOMATIC DATA PROCESSING INC     2023-01-11
20. BAXTER INTERNATIONAL INC   2021-10-28 2023-01-11
2. BROADCOM INC   2019-07-25 2023-01-11
13. CDW CORP/DE     2023-01-11
3. THE CIGNA GROUP   2019-07-25 2023-01-11
10. CVS HEALTH CORPORATION   2019-07-25 2023-01-11
20. CISCO SYSTEMS INC   2019-07-25 2023-01-11
15. COGNIZANT TECHNOLOGY SOLUTIONS   2022-09-19 2023-01-11
28. COMCAST CORPORATION CL A   2020-03-16 2023-01-11
31. CONAGRA BRANDS INC   2021-09-16 2023-01-11
9. CONOCOPHILLIPS   2020-04-23 2023-01-11
1. CONSTELLATION BRANDS INC CL A   2022-02-16 2023-01-11
4. CONSTELLATION BRANDS INC CL A   2021-11-08 2023-01-11
3. COOPER COS INC NEW   2022-01-14 2023-01-11
8. DISNEY WALT CO   2022-04-11 2023-01-11
8. DISCOVER FINANCIAL W/I   2020-12-21 2023-01-11
4. DOLLAR GENERAL CORP   2021-05-12 2023-01-11
7. DOLLAR TREE INC   2019-07-25 2023-01-11
7. DOVER CORP   2021-08-19 2023-01-11
18. DUPONT DE NEMOURS INC-WI   2019-07-25 2023-01-11
15. EDISON INTL   2019-07-25 2023-01-11
13. EQUITY RESIDENTIAL SH BEN INT REIT   2019-07-25 2023-01-11
10. FIDELITY NATIONAL INFORMATION   2021-03-11 2023-01-11
14. HOLOGIC INC   2022-05-13 2023-01-11
6. HONEYWELL INTL INC   2020-12-04 2023-01-11
5. ILLUMINA INC   2022-11-17 2023-01-11
10. IQVIA HOLDINGS INC   2019-07-24 2023-01-11
5. JOHNSON & JOHNSON   2019-07-25 2023-01-11
9. MASTERCARD INC CL A     2023-01-11
13. MERCK & CO INC   2019-07-25 2023-01-11
17. METLIFE INC.   2021-02-11 2023-01-11
12. MICROSOFT CORP   2019-07-24 2023-01-11
5. MOTOROLA SOLUTIONS INC   2020-10-15 2023-01-11
13. NIKE INC CLASS B     2023-01-11
2. NORTHROP GRUMMAN CORPORATION   2019-07-25 2023-01-11
12. ORACLE CORP   2022-09-19 2023-01-11
2. ORACLE CORP   2019-07-25 2023-01-11
12. RTX CORPORATION   2019-07-25 2023-01-11
32. SCHWAB CHARLES CORP NEW   2019-07-24 2023-01-11
23. STERICYCLE INC   2019-07-24 2023-01-11
21. TJX COMPANIES INC NEW     2023-01-11
15. TJX COMPANIES INC NEW   2021-12-20 2023-01-11
20. TRUIST FINANCIAL CORP   2019-07-25 2023-01-11
21. US BANCORP DEL COM NEW   2021-04-09 2023-01-11
23. VERIZON COMMUNICATIONS INC   2019-07-25 2023-01-11
5. ZOETIS INC   2022-09-06 2023-01-11
5. ZOETIS INC   2019-07-24 2023-01-11
5. EATON CORP PLC SEDOL B8KQN82   2022-04-14 2023-01-11
9. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2022-02-14 2023-01-11
5. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-07-24 2023-01-11
8. TJX COMPANIES INC NEW   2019-07-30 2023-01-19
7. AMERICAN TOWER CORP     2023-02-08
1. BROADCOM INC   2019-07-25 2023-02-15
32. DISCOVER FINANCIAL W/I   2020-12-21 2023-02-15
3. MERCK & CO INC   2019-07-25 2023-02-15
3. ORACLE CORP   2019-07-25 2023-02-15
3. DOVER CORP   2021-08-19 2023-02-24
2. MERCK & CO INC   2019-07-25 2023-02-24
5. ORACLE CORP   2019-07-25 2023-02-24
1. EPAM SYSTEMS INC   2021-06-01 2023-03-17
4. LULULEMON ATHLETICA INC   2019-11-22 2023-03-17
3. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-19 2023-03-17
57. ABBOTT LABORATORIES INC   2019-07-24 2023-03-20
52. AMAZON COM INC     2023-03-20
73. AMERICAN INTERNATIONAL GROUP,INC     2023-03-20
5. AMERICAN TOWER CORP   2023-01-06 2023-03-20
22. AMERICAN TOWER CORP     2023-03-20
66. AMPHENOL CORP NEW CL A   2019-07-24 2023-03-20
52. ARCHER DANIELS MIDLAND CO   2019-07-25 2023-03-20
26. AUTOMATIC DATA PROCESSING INC     2023-03-20
30. BAXTER INTERNATIONAL INC     2023-03-20
46. BAXTER INTERNATIONAL INC   2021-10-28 2023-03-20
8. BROADCOM INC   2019-07-25 2023-03-20
41. CDW CORP/DE     2023-03-20
13. THE CIGNA GROUP   2019-07-25 2023-03-20
38. CVS HEALTH CORPORATION   2019-07-25 2023-03-20
80. CISCO SYSTEMS INC     2023-03-20
7. COGNIZANT TECHNOLOGY SOLUTIONS   2022-09-19 2023-03-20
55. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2023-03-20
43. COMCAST CORPORATION CL A   2022-09-19 2023-03-20
71. COMCAST CORPORATION CL A   2020-03-16 2023-03-20
120. CONAGRA BRANDS INC     2023-03-20
34. CONOCOPHILLIPS     2023-03-20
5. CONSTELLATION BRANDS INC CL A   2023-01-19 2023-03-20
16. CONSTELLATION BRANDS INC CL A     2023-03-20
4. COOPER COS INC NEW     2023-03-20
9. COOPER COS INC NEW     2023-03-20
1. DISNEY WALT CO   2022-04-11 2023-03-20
32. DISNEY WALT CO     2023-03-20
16. DOLLAR GENERAL CORP   2021-05-12 2023-03-20
27. DOLLAR TREE INC     2023-03-20
10. DOVER CORP   2022-09-19 2023-03-20
19. DOVER CORP   2021-08-19 2023-03-20
15. DUPONT DE NEMOURS INC-WI   2022-09-19 2023-03-20
56. DUPONT DE NEMOURS INC-WI     2023-03-20
59. EDISON INTL     2023-03-20
52. EQUITY RESIDENTIAL SH BEN INT REIT     2023-03-20
1510. FIDELITY REAL ESTATE ETF ETF   2020-05-20 2023-03-20
32. FIDELITY NATIONAL INFORMATION     2023-03-20
30. FIDELITY NATIONAL INFORMATION     2023-03-20
54. HOLOGIC INC   2022-05-13 2023-03-20
7. HONEYWELL INTL INC   2022-04-11 2023-03-20
16. HONEYWELL INTL INC   2020-12-04 2023-03-20
16. ILLUMINA INC     2023-03-20
100. INVESCO QQQ TRUST ETF   2022-08-15 2023-03-20
32. IQVIA HOLDINGS INC     2023-03-20
20. JOHNSON & JOHNSON   2019-07-25 2023-03-20
19. LOWES COMPANIES INC   2023-02-15 2023-03-20
30. MASTERCARD INC CL A   2019-07-24 2023-03-20
46. MERCK & CO INC     2023-03-20
67. METLIFE INC.   2021-02-11 2023-03-20
2. MICROSOFT CORP   2019-07-24 2023-03-20
38. MICROSOFT CORP   2019-07-24 2023-03-20
16. MOTOROLA SOLUTIONS INC     2023-03-20
48. NIKE INC CLASS B     2023-03-20
8. NORTHROP GRUMMAN CORPORATION   2019-07-25 2023-03-20
49. ORACLE CORP     2023-03-20
47. RTX CORPORATION     2023-03-20
107. SCHWAB CHARLES CORP NEW     2023-03-20
75. STERICYCLE INC     2023-03-20
66. TJX COMPANIES INC NEW     2023-03-20
16. TJX COMPANIES INC NEW   2022-04-11 2023-03-20
43. TJX COMPANIES INC NEW     2023-03-20
80. TRUIST FINANCIAL CORP     2023-03-20
19. US BANCORP DEL COM NEW   2022-09-19 2023-03-20
65. US BANCORP DEL COM NEW   2021-04-09 2023-03-20
26. VERIZON COMMUNICATIONS INC   2022-09-19 2023-03-20
70. VERIZON COMMUNICATIONS INC     2023-03-20
2390.794 WESTERN ASSET CORE PLUS BOND FUND CLASS IS     2023-03-20
37. ZOETIS INC   2019-07-24 2023-03-20
21. EATON CORP PLC SEDOL B8KQN82     2023-03-20
46. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-07-24 2023-03-20
23. EXPERIAN PLC SPON ADR   2019-07-19 2023-03-21
808.718 MFS EMERGING MKTS DEBT FD-R6   2018-06-04 2023-03-23
1185.138 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2022-08-15 2023-03-23
4129.135 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND     2023-03-23
29. ALCON INC SEDOL BJXBP41     2023-04-10
39. LASERTEC CORP - ADR UNSP SEDOL BMC3HL0   2021-05-20 2023-05-09
51. AIA GROUP LTD SPONSORED ADR     2023-06-02
113. ADYEN NV-UNSPON ADR SEDOL BJXK4M9     2023-06-02
63. ADYEN NV-UNSPON ADR SEDOL BJXK4M9   2020-10-08 2023-06-02
31. ASTRAZENECA PLC SPONS ADR   2022-07-11 2023-06-02
98. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2019-07-19 2023-06-02
8. ATLASSIAN CORP CL A SEDOL BQ1PC76     2023-06-02
5. ATLASSIAN CORP CL A SEDOL BQ1PC76   2021-09-20 2023-06-02
31. BAE SYSYTEMS PLC SPONSORED ADR   2023-05-03 2023-06-02
21. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2019-07-19 2023-06-02
44. CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09   2019-07-19 2023-06-02
7. DSV A/S ADR SEDOL B3FP4L9   2023-03-29 2023-06-02
16. DSV A/S ADR SEDOL B3FP4L9   2019-07-19 2023-06-02
2. EPAM SYSTEMS INC   2022-08-22 2023-06-02
2. EPAM SYSTEMS INC   2021-06-01 2023-06-02
19. EVOLUTION AB ADR SEDOL BD079T3     2023-06-02
53. EXPERIAN PLC SPON ADR   2019-07-19 2023-06-02
86. ICICI BANK LTD SPON ADR     2023-06-02
13. LVMH MOET HENNESSY LOUIS ADR   2019-07-19 2023-06-02
5. LI NING CO LTD-UNSPON ADR SEDOL B3F9P07   2021-10-04 2023-06-02
20. LONZA GROUP AG UNSPON ADR     2023-06-02
1. METTLER TOLEDO INTL INC   2019-07-19 2023-06-02
18. NESTLE S.A. SPONSORED ADR REPSTG REG SH   2019-07-19 2023-06-02
22. NOVO NORDISK A S ADR     2023-06-02
38. PERNOD RICARD SA - SPON ADR SEDOL BP9RHV6     2023-06-02
6. RESMED INC   2019-07-19 2023-06-02
22. SCHNEIDER ELECTRIC SE   2022-11-18 2023-06-02
52. SCHNEIDER ELECTRIC SE   2022-04-06 2023-06-02
68. SIKA AG-BR-ADR ADR SEDOL B98D285     2023-06-02
12. THOMSON REUTERS CORP SEDOL BFXPT09   2022-12-29 2023-06-02
10. WASTE CONNECTIONS INC SEDOL BYVG1F6   2022-10-07 2023-06-02
8. AON PLC/IRELAND-A SEDOL BLP1HW5   2020-07-31 2023-06-02
22. ARCH CAPITAL GROUP LTD SEDOL 2740542   2023-03-31 2023-06-02
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-19 2023-06-02
2. FERGUSON PLC SEDOL BKB0C57   2023-05-24 2023-06-02
11. FERGUSON PLC SEDOL BKB0C57   2022-03-10 2023-06-02
10. ICON PLC SEDOL B94G471   2019-07-19 2023-06-02
4. NEW LINDE PLC SEDOL BNZHB81   2022-12-28 2023-06-02
10. STERIS PLC SEDOL BFY8C75   2019-07-19 2023-06-02
5. ASM INTERNATIONAL N V   2022-04-19 2023-06-02
4. ASML HOLDING NV-NY SEDOL B908F01   2019-07-19 2023-06-02
11. FERRARI NV - W/I SEDOL BZ1GMK5   2020-03-25 2023-06-02
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 623   377 246
b 3,798   3,218 580
c 83,575   83,113 462
d 1,934   1,494 440
e 746   1,351 -605
1,207   1,088 119
1,603   929 674
1,039   490 549
726   593 133
969   734 235
918   1,573 -655
1,143   602 541
2,446   1,914 532
926   504 422
901   552 349
975   1,135 -160
920   949 -29
1,051   1,074 -23
1,242   1,033 209
1,059   326 733
221   220 1
886   884 2
1,053   1,234 -181
768   1,046 -278
847   700 147
955   831 124
1,035   743 292
981   1,206 -225
1,337   1,324 13
1,031   1,051 -20
777   1,012 -235
684   1,477 -793
1,136   1,067 69
1,268   1,269 -1
992   1,116 -124
2,216   1,590 626
868   654 214
3,347   2,733 614
1,433   1,020 413
1,215   948 267
2,802   1,680 1,122
1,303   869 434
1,654   1,537 117
987   703 284
1,045   825 220
174   117 57
1,195   977 218
2,703   1,407 1,296
1,206   1,082 124
1,729   1,162 567
1,235   1,076 159
923   1,030 -107
982   1,196 -214
948   1,288 -340
787   789 -2
787   572 215
806   701 105
901   1,229 -328
501   414 87
636   442 194
1,520   1,728 -208
600   301 299
3,673   2,800 873
325   235 90
264   175 89
444   517 -73
219   157 62
440   292 148
279   477 -198
1,168   863 305
753   584 169
5,554   5,008 546
5,025   8,520 -3,495
3,578   3,200 378
1,010   1,085 -75
4,443   4,968 -525
5,118   3,065 2,053
3,988   2,123 1,865
5,593   4,255 1,338
1,135   1,690 -555
1,740   3,618 -1,878
5,146   2,406 2,740
7,819   4,722 3,097
3,538   2,183 1,355
2,852   2,096 756
4,064   4,079 -15
410   443 -33
3,220   3,131 89
1,560   1,477 83
2,577   2,723 -146
4,331   3,607 724
3,273   1,227 2,046
1,073   1,091 -18
3,433   3,466 -33
1,372   1,570 -198
3,087   3,660 -573
94   131 -37
3,000   3,436 -436
3,368   3,324 44
3,799   2,612 1,187
1,391   1,244 147
2,644   3,274 -630
1,035   825 210
3,863   3,849 14
4,066   3,988 78
3,001   3,655 -654
36,315   32,394 3,921
1,648   2,568 -920
1,545   4,273 -2,728
4,208   4,116 92
1,323   1,334 -11
3,024   3,384 -360
3,492   3,219 273
30,355   33,328 -2,973
6,099   3,179 2,920
3,066   2,618 448
3,725   4,078 -353
10,490   8,324 2,166
4,874   3,588 1,286
3,823   3,736 87
542   280 262
10,302   5,322 4,980
4,307   2,770 1,537
5,780   4,373 1,407
3,593   2,812 781
4,268   2,817 1,451
4,581   3,529 1,052
6,045   4,663 1,382
3,169   3,431 -262
4,946   3,322 1,624
1,199   995 204
3,222   3,079 143
2,504   3,777 -1,273
659   875 -216
2,254   3,701 -1,447
972   1,069 -97
2,617   3,884 -1,267
22,593   29,227 -6,634
6,122   4,233 1,889
3,438   3,013 425
4,979   3,813 1,166
747   696 51
9,276   11,475 -2,199
10,903   11,164 -261
37,988   41,134 -3,146
1,995   1,664 331
1,050   1,298 -248
2,047   2,177 -130
1,909   1,679 230
1,064   1,232 -168
2,257   2,089 168
1,452   758 694
1,468   1,517 -49
917   1,984 -1,067
1,479   1,612 -133
2,148   1,667 481
3,455   2,097 1,358
686   677 9
1,568   765 803
521   885 -364
521   954 -433
2,540   2,992 -452
1,920   1,603 317
1,988   1,915 73
2,311   1,119 1,192
750   1,409 -659
1,288   1,228 60
1,343   829 514
2,171   1,881 290
3,463   2,257 1,206
1,663   1,337 326
1,325   753 572
779   648 131
1,840   1,683 157
1,909   1,262 647
1,473   1,370 103
1,391   1,339 52
2,507   1,642 865
1,553   1,487 66
1,555   974 581
294   285 9
1,618   1,578 40
2,201   1,537 664
1,440   1,320 120
2,061   1,484 577
2,134   1,588 546
2,894   894 2,000
3,276   1,646 1,630
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
      3,161
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       246
b       580
c       462
d       440
e       -605
      119
      674
      549
      133
      235
      -655
      541
      532
      422
      349
      -160
      -29
      -23
      209
      733
      1
      2
      -181
      -278
      147
      124
      292
      -225
      13
      -20
      -235
      -793
      69
      -1
      -124
      626
      214
      614
      413
      267
      1,122
      434
      117
      284
      220
      57
      218
      1,296
      124
      567
      159
      -107
      -214
      -340
      -2
      215
      105
      -328
      87
      194
      -208
      299
      873
      90
      89
      -73
      62
      148
      -198
      305
      169
      546
      -3,495
      378
      -75
      -525
      2,053
      1,865
      1,338
      -555
      -1,878
      2,740
      3,097
      1,355
      756
      -15
      -33
      89
      83
      -146
      724
      2,046
      -18
      -33
      -198
      -573
      -37
      -436
      44
      1,187
      147
      -630
      210
      14
      78
      -654
      3,921
      -920
      -2,728
      92
      -11
      -360
      273
      -2,973
      2,920
      448
      -353
      2,166
      1,286
      87
      262
      4,980
      1,537
      1,407
      781
      1,451
      1,052
      1,382
      -262
      1,624
      204
      143
      -1,273
      -216
      -1,447
      -97
      -1,267
      -6,634
      1,889
      425
      1,166
      51
      -2,199
      -261
      -3,146
      331
      -248
      -130
      230
      -168
      168
      694
      -49
      -1,067
      -133
      481
      1,358
      9
      803
      -364
      -433
      -452
      317
      73
      1,192
      -659
      60
      514
      290
      1,206
      326
      572
      131
      157
      647
      103
      52
      865
      66
      581
      9
      40
      664
      120
      577
      546
      2,000
      1,630
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 42,560
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,015
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,015
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,015
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 739
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.............. 7 739
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 9 276
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (216) 222-3075

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
5
21,343    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,526,693
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,526,693
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
1,526,693
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,900
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,503,793
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
75,190
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
75,190
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,015
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,015
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
74,175
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
74,175
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
74,175
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
133,180
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
133,180
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 74,175
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...... 107,858
b From 2019...... 56,402
c From 2020...... 105,879
d From 2021...... 41,282
e From 2022...... 59,508
f Total of lines 3a through e ........ 370,929
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 133,180
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..... 74,175
e Remaining amount distributed out of corpus 59,005
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 5 429,934
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) ...
107,858
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
322,076
10 Analysis of line 9:
a Excess from 2019.... 56,402
b Excess from 2020.... 105,879
c Excess from 2021.... 41,282
d Excess from 2022.... 59,508
e Excess from 2023.... 59,005
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

ZION UNITED CHURCH OF CHRIST

139 N 5TH STREET
STEUBENVILLE,OH439522127
N/A PC GENERAL SUPPORT 121,929
Total .................................right arrow 3a 121,929
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 42,413  
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 42,560  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 273  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   85,246  
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,246
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpStockSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Name of Stock End of Year Book Value End of Year Fair Market Value
375204 ABB LTD SPONSORED ADR    
1317205 AIA GROUP LTD SPONSORE    
2824100 ABBOTT LABORATORIES IN    
6754204 ADECCO GROUP SA    
9126202 AIR LIQUIDE ADR    
9279100 AIRBUS SE ADR    
20002101 ALLSTATE CORP    
26874784 AMERICAN INTERNATIONA    
32095101 AMPHENOL CORP NEW CL    
38336103 APTARGROUP INC    
39483102 ARCHER DANIELS MIDLAN    
49255706 ATLAS COPCO AB SPONSO    
53015103 AUTOMATIC DATA PROCES    
53484101 AVALONBAY COMMUNITIES    
71813109 BAXTER INTERNATIONAL    
75887406 BECTON DICKINSON AND    
84423102 WR BERKLEY CORP    
101121101 BOSTON PPTYS INC REI    
105105209 BRAMBLES LTD-SPONSOR    
125523100 CIGNA CORP    
126650100 CVS HEALTH CORPORATI    
128030202 CAL MAINE FOODS INC    
128246105 CALAVO GROWERS INC    
130788102 CALIFORNIA WTR SVC G    
142795202 CARLSBERG AS SPON AD    
149123101 CATERPILLAR INC    
192446102 COGNIZANT TECHNOLOGY    
204280309 COMPAGNIE DE SAINT-U    
205887102 CONAGRA BRANDS INC    
251542106 DEUTSCHE BOERSE AG U    
254687106 DISNEY WALT CO    
254709108 DISCOVER FINANCIAL W    
256746108 DOLLAR TREE INC    
281020107 EDISON INTL    
294628102 EQUITY COMMONWEALTH    
307305102 FANUC CORP ADR    
379577208 GLOBUS MEDICAL INC A    
421946104 HEALTHCARE REALTY TR    
433578507 HITACHI LTD ADR 10 C    
438516106 HONEYWELL INTL INC    
451107106 IDACORP INC    
455793109 INDUSTRIA DE DISENO    
458140100 INTEL CORP    
459506101 INTERNATIONAL FLAVOR    
478160104 JOHNSON & JOHNSON    
494368103 KIMBERLY-CLARK CORP    
500458401 KOMATSU LTD SPON ADR    
500467501 KONINKLIJKE AHOLD DE    
500472303 KONINKLIJKE PHILLIPS    
502441306 LVMH MOET HENNESSY L    
535555106 LINDSAY CORPORATION    
548661107 LOWES COMPANIES INC    
550021109 LULULEMON ATHLETICA    
553777103 MTS SYSTEMS CORP    
573284106 MARTIN MARIETTA MATL    
589339209 MERCK KGAA-SPONSORED    
589889104 MERIT MEDICAL SYSTEM    
592688105 METTLER TOLEDO INTL    
594918104 MICROSOFT CORP    
596680108 MIDDLESEX WATER CO    
609207105 MONDELEZ INTERNATION    
620076307 MOTOROLA SOLUTIONS I    
624758108 MUELLER WATER PRODUC    
626425102 MURATA MFG CO LTD AD    
641069406 NESTLE S.A. SPONSORE    
654106103 NIKE INC CLASS B    
665859104 NORTHERN TRUST CORP    
666807102 NORTHROP GRUMMAN COR    
714264207 PERNOD RICARD SA UNS    
717081103 PFIZER INC    
756255204 RECKITT BENCKISER-SP    
759351604 REINSURANCE GROUP OF    
761152107 RESMED INC    
771195104 ROCHE HOLDING LTD SP    
784305104 SJW GROUP    
800013104 SANDERSON FARMS INC    
803054204 SAP SE SPONSORED ADR    
808513105 SCHWAB CHARLES CORP    
808513600 CHARLES SCHWAB CORP    
826197501 SIEMENS AG SPON ADR    
858912108 STERICYCLE INC    
872540109 TJX COMPANIES INC NE    
874039100 TAIWAN SEMICONDUCTOR    
902788108 UMB FINL CORP    
902973155 US BANCORP PFD SER B    
902973833 US BANCORP PFD CALL    
903480101 UCB SA - UNSPONSORED    
913903100 UNIVERSAL HEALTH SER    
919794107 VALLEY NATIONAL BANC    
950755108 WERNER ENTERPRISES I    
989825104 ZURICH INS GROUP LTD    
75513E101 RAYTHEON TECHNOLOGIE    
23328E106 DNB ASA-SPONSOR ADR    
89417E109 THE TRAVELERS COS IN    
74975E303 RWE AG SPONSORED ADR    
00206R102 AT&T INC    
00783V104 ADYEN NV-UNSPON ADR    
01609W102 ALIBABA GROUP HOLDIN    
02079K107 ALPHABET INC/CA-CL C    
02263T104 AMADEUS IT GROUP S A    
03027X100 AMERICAN TOWER CORP    
03485P300 ANGLO AMERICAN PLC-S    
05379B107 AVISTA CORP    
05523R107 BAE SYSYTEMS PLC SPO    
07724U103 BEIERSDORF AG-UNSPON    
11135F101 BROADCOM INC    
12504L109 CBRE GROUP INC    
12514G108 CDW CORP/DE    
12637N204 CSL LTD-SPONSORED AD    
13645T100 CANADIAN PACIFIC RAI    
13961R100 CAPGEMINI SE - UNSPO    
14149Y108 CARDINAL HEALTH INC    
17275R102 CISCO SYSTEMS INC    
20030N101 COMCAST CORPORATION    
20825C104 CONOCOPHILLIPS    
23304Y100 DBS GROUP HLDGS LTD    
23636T100 DANONE SPONS ADR    
24906P109 DENTSPLY SIRONA INC    
25157Y202 DEUTSCHE POST AG SPO    
25243Q205 DIAGEO PLC SPONSORED    
26251A108 DSV A/S ADR SEDOL B3    
26614N102 DUPONT DE NEMOURS IN    
29265W207 ENEL SPA ADR    
29476L107 EQUITY RESIDENTIAL S    
29670G102 ESSENTIAL UTILITIES    
29670G201 ESSENTIAL UTILITIES    
30215C101 EXPERIAN PLC SPON AD    
30303M102 META PLATFORMS INC    
40415F101 HDFC BANK LTD SPON -    
42550U109 HENKEL AG & COMPANY    
44930G107 ICU MED INC    
46266C105 IQVIA HOLDINGS INC    
48137C108 JULIS BAER GROUP LTD    
48241F104 KBC GROEP NV UNSP AD    
54338V101 LONZA GROUP AG UNSPO    
57636Q104 MASTERCARD INC CL A    
58733R102 MERCADOLIBRE INC    
58933Y105 MERCK & CO INC    
59156R108 METLIFE INC.    
59156R850 METLIFE INC PFD SER    
59156R876 METLIFE INC PFD 05.6    
60510V108 MISSION PRODUCE INC    
65558R109 NORDEA BANK ABP - SP    
68389X105 ORACLE CORP    
74365P108 PROSUS NV -SPON ADR    
80007R105 SANDS CHINA LTD UNSP    
80105N105 SANOFI SPONSORED ADR    
82509L107 SHOPIFY INC - A W/I    
82674R103 SIKA AG-BR-ADR ADR S    
83175M205 SMITH & NEPHEW P/C S    
87974R208 TEMENOS AG ADR SEDOL    
88032Q109 TENCENT HOLDINGS LTD    
89214P109 TOWNE BANK    
89832Q109 TRUIST FINANCIAL COR    
90384S303 ULTA BEAUTY INC    
92220P105 VARIAN MEDICAL SYSTE    
92343V104 VERIZON COMMUNICATIO    
92345Y106 VERISK ANALYTICS INC    
92556V106 VIATRIS INC-W/I    
98850P109 YUM CHINA HOLDINGS I    
98978V103 ZOETIS INC    
G0176J109 ALLEGION PLC SEDOL B    
G0403H108 AON PLC/IRELAND-A SE    
G1151C101 ACCENTURE PLC CLASS    
G3223R108 EVEREST RE GROUP LTD    
G4705A100 ICON PLC SEDOL B94G4    
G6095L109 APTIV PLC-WHEN ISSUE    
G8473T100 STERIS PLC SEDOL BFY    
G9618E107 WHITE MOUNTAINS INSU    
H01301128 ALCON INC SEDOL BJXB    
H1467J104 CHUBB LTD SEDOL B3BQ    
N07059210 ASML HOLDING NV-NY S    
N3167Y103 FERRARI NV - W/I SED    
001317205 AIA GROUP LTD SPONSO    
002824100 ABBOTT LABORATORIES    
00774W103 AENA SME SA-ADR SEDO    
009126202 AIR LIQUIDE ADR    
009279100 AIRBUS SE ADR    
023135106 AMAZON COM INC    
026874784 AMERICAN INTERNATION    
032095101 AMPHENOL CORP NEW CL    
039483102 ARCHER DANIELS MIDLA    
049255706 ATLAS COPCO AB SPONS    
053015103 AUTOMATIC DATA PROCE    
06738E204 BARCLAYS PLC ADR    
071813109 BAXTER INTERNATIONAL    
20449X401 COMPASS GROUP PLC-SP    
21036P108 CONSTELLATION BRANDS    
256677105 DOLLAR GENERAL CORP    
260003108 DOVER CORP    
293603106 ENTAIN PLC -UNSPONSO    
29414B104 EPAM SYSTEMS INC    
30051E104 EVOLUTION AB ADR SED    
31620M106 FIDELITY NATIONAL IN    
358029106 FRESENIUS MEDICAL CA    
450737101 IBERDROLA SA SPON AD    
51809L109 LASERTEC CORP - ADR    
52989T102 LI NING CO LTD-UNSPO    
54211N101 LONDON STOCK EXCHG-U    
714264306 PERNOD RICARD SA - S    
78467K107 SSE PLC SPN ADR    
82322R109 SHENZHOU INTERNATI-U    
835699307 SONY GROUP CORPORATI    
902973304 US BANCORP DEL COM N    
98161H101 WORLDLINE SA - UNSP    
98260N108 WUXI BIOLOGICS CAYMA    
G06242104 ATLASSIAN CORP PLC-C    
046353108 ASTRAZENECA PLC SPON    
049468101 ATLASSIAN CORP CL A    
216648402 COOPER COS INC NEW    
436440101 HOLOGIC INC    
45104G104 ICICI BANK LTD SPON    
452327109 ILLUMINA INC    
670100205 NOVO NORDISK A S ADR    
80687P106 SCHNEIDER ELECTRIC S    
94106B101 WASTE CONNECTIONS IN    
G29183103 EATON CORP PLC SEDOL    
G3421J106 FERGUSON PLC SEDOL B    
G5494J103 LINDE PLC SEDOL BZ12    
N07045102 ASM INTERNATIONAL N    

TY 2023 InvestmentsOtherSchedule2
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
57071854 BAIRD AGGREGATE BOND      
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 36,369 37,811
411511843 HARBOR SMALL CAP VAL      
464287200 ISHARES CORE S&P 500 AT COST 368,219 482,406
464287499 ISHARES RUSSELL MID- AT COST 58,361 61,018
464287655 ISHARES RUSSELL 2000 AT COST 9,492 33,117
464288273 ISHARES MSCI EAFE SM AT COST 45,546 43,949
552746364 MFS EMERGING MKTS DE AT COST 27,820 23,429
592905749 METROPOLITAN WEST UN AT COST 53,970 48,141
957663503 WESTERN ASSET CORE P      
46432F842 ISHARES CORE MSCI EA      
52106N459 LAZARD GLOBAL LISTED      
74256W584 PRINCIPAL MIDCAP FUN      
74440Y884 PGIM HIGH YIELD FUND AT COST 39,642 34,227
77958B105 T ROWE PRICE INSTITU      
89154Q562 TOUCHSTONE SANDS EM      
89355J656 TRANSAMERICA SM CAP AT COST 34,074 31,829
057071854 BAIRD AGGREGATE BOND AT COST 84,870 74,297
77958B402 T ROWE PRICE INSTITU      
957663669 WESTERN ASSET CORE P AT COST 35,118 29,829
00171A852 AMG RR SM CAP VAL-I AT COST 33,370 34,015
258620533 DOUBLELINE FLEXIBLE AT COST 53,117 48,177
46090E103 INVESCO QQQ TRUST ET      
46434G103 ISHARES CORE MSCI EM AT COST 39,657 33,383
89154M702 TOUCHSTONE SANDS EM AT COST 26,313 28,356
89155T490 TOUCHSTONE MID CAP-R AT COST 80,027 95,718
921939203 VANGUARD INTERNATION AT COST 60,000 75,205
97717X669 WISDOMTREE U.S. QUAL AT COST 78,638 88,201
09260B382 BLACKROCK STRATEGIC AT COST 30,650 31,145
256210105 DODGE & COX INCOME F AT COST 30,650 31,119
46432F339 ISHARES MSCI USA QUA AT COST 51,333 63,270
921937603 VANGUARD TOTAL BD MK AT COST 74,520 74,214

TY 2023 LegalFeesSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 380     380


TY 2023 OtherDecreasesSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Description Amount
2022 SALES POSTED IN 2023 311
2023 TRANSACTIONS POSTED IN 2024 2,158
COST BASIS ADJUSTMENT/ROC 7
ROC ADJUSTMENT 196
ROUNDING 5


TY 2023 OtherExpensesSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 341 341   0
ADR SERVICE FEES 15 15   0


TY 2023 OtherIncomeSchedule2
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 273 0  


TY 2023 OtherIncreasesSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Description Amount
2022 TRANSACTIONS POSTED IN 2023 1,938


TY 2023 TaxesSchedule
Name:
FINDT HARRY L TW I4
EIN:
34-6617320
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 105 105   0
FEDERAL ESTIMATES - PRINCIPAL 369 0   0
FOREIGN TAXES ON QUALIFIED FOR 298 298   0
FOREIGN TAXES ON NONQUALIFIED 205 205   0