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
B K SIMON FAMILY CHARITABLE FDN-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

20-6817430
B Telephone number (see instructions)

(412) 234-1584
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$5,558,738J 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... 131,116 129,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 639,440
b Gross sales price for all assets on line 6a 2,981,606
7 Capital gain net income (from Part IV, line 2)... 639,440
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,267 16,267  
12 Total. Add lines 1 through 11........ 786,823 785,430  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,610 12,966   8,644
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,023 2,115   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
270 270    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,903 15,351 0 8,644
25 Contributions, gifts, grants paid....... 1,396,000 1,396,000
26 Total expenses and disbursements. Add lines 24 and 25 1,435,903 15,351 0 1,404,644
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -649,080
b Net investment income (if negative, enter -0-) 770,079
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............. 30,195 7,275 7,275
2 Savings and temporary cash investments......... 416,010 57,834 57,834
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,609,064 Click to see attachment
List of Attached Documents:
// Content
4,333,462 		5,493,629
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) 5,055,269 4,398,571 5,558,738
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........ 5,055,269 4,398,571
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,055,269 4,398,571
30 Total liabilities and net assets/fund balances (see instructions). 5,055,269 4,398,571
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
5,055,269
2
Enter amount from Part I, line 27a .....................
2
-649,080
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,603
4
Add lines 1, 2, and 3 ..........................
4
4,417,792
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,221
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,398,571
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 52. CELANESE CORP DEL   2018-10-11 2023-01-03
b 120. CHEVRONTEXACO CORP   2010-05-14 2023-01-03
c 10. GENERAL MILLS INC COM   2022-10-31 2023-01-10
d 23. HUMANA INC COM   2022-09-02 2023-01-10
e 133. ABBOTT LABORATORIES   2021-11-15 2023-01-13
28. UNITED HEALTH GROUP INC   2016-09-14 2023-01-13
45. UNITED HEALTH GROUP INC   2016-09-14 2023-01-18
100. GENERAL MILLS INC COM   2022-10-31 2023-01-19
47. MICROSOFT CORP COM   2019-01-17 2023-01-19
80. GENERAL MILLS INC COM   2022-10-28 2023-01-25
10. LAS VEGAS SANDS CORP   2022-09-23 2023-01-30
66. HONEYWELL INTL INC   2006-03-17 2023-02-02
86. T -MOBILE US INC   2022-11-07 2023-02-02
10. NEXTERA ENERGY INC   2022-01-14 2023-02-10
190. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
103. CELANESE CORP DEL   2010-05-14 2023-02-21
68. AMERICAN TOWER CORP-CL A   2022-03-17 2023-03-01
3. AMERICAN TOWER CORP-CL A   2021-05-27 2023-03-01
50. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
7. ANTHEM INC   2022-11-14 2023-03-03
71. QUALCOMM INC   2022-09-23 2023-03-03
70. LAS VEGAS SANDS CORP   2022-09-23 2023-03-06
20. ACCENTURE PLC IRELAND SHS CL A   2021-10-25 2023-03-15
41. T -MOBILE US INC   2022-03-30 2023-03-16
25. T -MOBILE US INC   2022-11-18 2023-03-16
91. T -MOBILE US INC   2022-02-25 2023-03-16
650. AT&T INC   2022-05-19 2023-04-28
1020. AT&T INC   2022-11-07 2023-04-28
303. ABBOTT LABORATORIES   2014-04-08 2023-04-28
221. ABBVIE INC   2019-09-20 2023-04-28
161. ADVANCED MICRO DEVICES INC   2019-01-09 2023-04-28
130. ALCOA UPSTREAM CORP   2023-03-01 2023-04-28
194. ALLSTATE CORP COM   2022-11-15 2023-04-28
740. ALTRIA GROUP INC   2022-05-06 2023-04-28
580. AMERICAN INTERNATIONAL GROUP   2020-03-16 2023-04-28
75. AMERICAN TOWER CORP-CL A   2015-06-12 2023-04-28
91. AMERIPRISE FINL INC   2021-02-19 2023-04-28
320. AMPHENOL CORP NEW   2022-11-04 2023-04-28
44. ANTHEM INC   2022-11-14 2023-04-28
199. APPLE COMPUTER INC COM   2009-06-05 2023-04-28
57. ATLASSIAN CORP   2018-10-11 2023-04-28
380. BAKER HUGHES A GE CO   2022-05-03 2023-04-28
30. BAKER HUGHES A GE CO   2023-01-03 2023-04-28
100. BANK AMER CORP   2022-09-23 2023-04-28
560. BANK AMER CORP   2015-02-25 2023-04-28
113. BOEING COMPANY   2022-11-08 2023-04-28
630. BOSTON SCIENTIFIC CORP COM   2022-11-02 2023-04-28
78. BROADCOM INC   2022-05-12 2023-04-28
52. C D W CORP/DE   2023-03-16 2023-04-28
9. CIGNA CORP   2022-10-21 2023-04-28
9. CIGNA CORP   2023-03-03 2023-04-28
125. CME GROUP INC   2019-03-04 2023-04-28
420. CENTENE CORP DEL   2020-01-23 2023-04-28
18. CHARTER COMMUNICATIONS INC-A   2023-02-02 2023-04-28
740. COCA-COLA CO USD   2019-08-08 2023-04-28
64. COSTCO WHSL CORP NEW   2010-07-09 2023-04-28
140. D R HORTON INC   2023-01-03 2023-04-28
115. DEERE & COMPANY   2017-06-16 2023-04-28
190. ENBRIDGE INC   2023-01-03 2023-04-28
33. EQUINIX INC   2017-06-21 2023-04-28
330. EXELON CORP   2015-08-21 2023-04-28
24. GENUINE PARTS CO   2023-03-06 2023-04-28
45. HOME DEPOT INC USD 0.05   2022-11-22 2023-04-28
53. HOME DEPOT INC USD 0.05   2008-11-20 2023-04-28
133. HONEYWELL INTL INC   2006-03-17 2023-04-28
4. HUMANA INC COM   2022-09-02 2023-04-28
204. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-04-28
2400. ISHARES MSCI EAFE INDEX FD   2013-07-29 2023-04-28
246. J P MORGAN CHASE & CO   2017-11-20 2023-04-28
96. KLA TENCOR CORP   2019-10-24 2023-04-28
480. LAS VEGAS SANDS CORP   2022-09-23 2023-04-28
32. ESTEE LAUDER COMPANIES INC CL A   2022-05-17 2023-04-28
45. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-04-28
77. ELI LILLY & CO COM   2020-06-23 2023-04-28
2. MASTERCARD INC   2022-07-22 2023-04-28
16. MASTERCARD INC   2022-11-07 2023-04-28
170. MASTERCARD INC   2021-11-19 2023-04-28
73. MC DONALDS CORPORATION COMMON   2023-01-03 2023-04-28
389. MERCK & CO INC   2022-11-29 2023-04-28
161. MICROSOFT CORP COM   2015-09-22 2023-04-28
60. MICROCHIP TECHNOLOGY INC   2023-03-03 2023-04-28
340. NEXTERA ENERGY INC   2018-10-11 2023-04-28
17. NIKE INC CL B   2022-08-01 2023-04-28
211. NIKE INC CL B   2015-04-21 2023-04-28
90. NVIDIA CORP   2020-02-03 2023-04-28
230. OLIN CORP COM PAR $1   2023-02-21 2023-04-28
410. ORACLE CORPORATION   2022-11-16 2023-04-28
810. PFIZER INC COM   2021-09-20 2023-04-28
224. PIONEER NAT RES CO   2015-10-07 2023-04-28
95. PROCTER & GAMBLE CO COM   2023-01-10 2023-04-28
130. PROCTER & GAMBLE CO COM   2022-02-25 2023-04-28
230. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-05-11 2023-04-28
20. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-04-28
75. QUALCOMM INC   2022-09-23 2023-04-28
87. QUALCOMM INC   2023-01-19 2023-04-28
20. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-04-28
8. REGENERON PHARMACEUTICALS INC   2022-12-09 2023-04-28
66. S & P GLOBAL INC   2019-06-05 2023-04-28
1680. SOUTHWESTERN ENERGY CO   2022-10-24 2023-04-28
1420. SOUTHWESTERN ENERGY CO   2022-11-04 2023-04-28
82. STRYKER CORP   2023-01-18 2023-04-28
590. SYNCHRONY FINANCIAL   2020-03-16 2023-04-28
238. T -MOBILE US INC   2017-09-11 2023-04-28
100. TARGET CORP   2022-11-17 2023-04-28
156. TEXAS INSTRUMENTS INC   2022-11-07 2023-04-28
58. THERMO ELECTRON CORP   2019-02-28 2023-04-28
608. TRUIST FINL CORP   2019-11-06 2023-04-28
33. UNITED HEALTH GROUP INC   2016-09-14 2023-04-28
111. VALERO ENERGY CORP NEW   2010-05-14 2023-04-28
260. VOYA FINANCIAL INC   2016-01-19 2023-04-28
39. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-04-28
177. EATON CORP PLC   2012-11-30 2023-04-28
100. TRANE TECHNOLOGIES PLC   2012-02-16 2023-04-28
16810.564 BNY MELLON BOND FD CL M   2010-05-18 2023-05-01
800. BNYM INTL STCK-Y   2016-03-18 2023-05-01
767.747 BNYM MIDCAP INDEX FUND, INC.-I   2022-12-22 2023-05-01
5201.601 BNYM MIDCAP INDEX FUND, INC.-I   2010-03-26 2023-05-01
4000. ISHARES GOLD TRUST   2023-04-28 2023-05-31
4000. ISHARES GOLD TRUST   2023-04-28 2023-06-30
4000. ISHARES GOLD TRUST   2023-04-28 2023-07-31
4000. ISHARES GOLD TRUST   2023-04-28 2023-08-31
3000. ISHARES CORE MSCI EMERGING   2020-03-16 2023-09-06
250. ALCOA UPSTREAM CORP   2023-03-01 2023-09-07
9. AMERIPRISE FINL INC   2021-02-19 2023-09-07
39. ANSYS INC   2023-04-28 2023-09-07
28. APPLIED MATERIALS INC   2023-04-28 2023-09-07
4. ARES MANAGEMENT CORP   2023-04-28 2023-09-07
30. BILL.COM HOLDINGS INC   2023-04-28 2023-09-07
60. BIOMARIN PHARMACEUTICAL INC   2023-04-28 2023-09-07
3. BOOKING HOLDINGS INC   2023-04-28 2023-09-07
100. BRITISH AMERICAN TOBACCO   2023-04-28 2023-09-07
26. CATERPILLAR INC   2023-04-28 2023-09-07
70. DATADOG INC   2023-04-28 2023-09-07
57. DEXCOM INC   2023-04-28 2023-09-07
50. DOLBY LABORATORIES INC   2023-04-28 2023-09-07
23. HUMANA INC COM   2022-09-02 2023-09-07
150. INTERPUBLIC GROUP OF COMPANIES INC   2023-04-28 2023-09-07
12. INTUITIVE SURGICAL INC   2023-04-28 2023-09-07
25. L3HARRIS TECHNOLOGIES INC   2023-04-28 2023-09-07
80. MARVELL TECHNOLOGY INC   2023-04-28 2023-09-07
100. MOSAIC CO/THE   2023-04-28 2023-09-07
230. PPL CORP   2023-04-28 2023-09-07
36. SALESFORCE COM INC   2023-03-15 2023-09-07
160. SHOPIFY INC-A W/I   2023-04-28 2023-09-07
60. TWILIO INC - A   2023-04-28 2023-09-07
9. AON PLC/IRELAND A   2023-04-28 2023-09-07
61. CHUBB LTD   2023-04-28 2023-09-07
4000. ISHARES GOLD TRUST   2023-04-28 2023-09-30
110. SCHWAB CHARLES CORP NEW   2023-04-28 2023-10-06
100. BAXTER INTL INC COM   2023-09-07 2023-10-12
.3333 VERALTO CORP-W/I   2023-09-07 2023-10-16
30. HESS CORP   2023-04-28 2023-10-24
50. HESS CORP   2023-04-28 2023-10-24
4000. ISHARES GOLD TRUST   2023-04-28 2023-10-31
32. ESTEE LAUDER COMPANIES INC CL A   2023-09-07 2023-11-03
14. ESTEE LAUDER COMPANIES INC CL A   2022-05-17 2023-11-03
100. GILEAD SCIENCES INC   2023-04-28 2023-11-15
22. MCKESSON CORPORATION   2023-04-28 2023-11-16
4000. ISHARES GOLD TRUST   2023-04-28 2023-11-30
26. ASSURANT INC   2023-09-07 2023-12-07
1. CONOCOPHILLIPS   2023-09-07 2023-12-07
200. EQT CORP COM   2023-04-28 2023-12-07
40. EQT CORP COM   2023-09-07 2023-12-07
22. INTUITIVE SURGICAL INC   2023-04-28 2023-12-07
8. AON PLC/IRELAND A   2023-04-28 2023-12-07
12. EVEREST RE GRP LTD   2023-04-28 2023-12-07
9. EVEREST RE GRP LTD   2023-09-07 2023-12-07
22. ASSURANT INC   2023-09-07 2023-12-08
50. EXELON CORP   2023-09-07 2023-12-18
150. EXELON CORP   2016-01-06 2023-12-18
4000. ISHARES GOLD TRUST   2023-04-28 2023-12-31
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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    
(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 5,295   4,354 941
b 20,874   9,204 11,670
c 842   818 24
d 11,057   11,339 -282
e 15,034   17,177 -2,143
13,939   5,181 8,758
21,529   5,996 15,533
7,774   8,183 -409
10,869   4,953 5,916
6,173   6,528 -355
577   350 227
13,396   2,694 10,702
12,632   12,853 -221
747   834 -87
11,459   13,706 -2,247
11,628   3,164 8,464
13,209   17,053 -3,844
583   765 -182
2,940   3,607 -667
3,271   3,455 -184
8,719   8,558 161
4,206   2,452 1,754
4,891   7,109 -2,218
5,813   5,260 553
3,545   3,726 -181
12,902   11,408 1,494
11,441   13,099 -1,658
17,954   18,830 -876
33,467   21,708 11,759
33,334   16,159 17,175
14,410   3,658 10,752
4,813   6,916 -2,103
22,459   25,664 -3,205
35,092   40,946 -5,854
30,723   16,091 14,632
15,301   8,518 6,783
27,758   20,329 7,429
24,071   24,221 -150
20,596   21,717 -1,121
33,603   1,025 32,578
8,409   4,462 3,947
11,104   11,969 -865
877   878 -1
2,921   3,148 -227
16,358   9,221 7,137
23,302   19,946 3,356
32,799   27,379 5,420
48,757   44,248 4,509
8,788   10,056 -1,268
2,275   2,706 -431
2,275   2,572 -297
23,122   23,186 -64
28,893   26,218 2,675
6,607   7,421 -814
47,324   40,676 6,648
32,147   12,335 19,812
15,373   13,930 1,443
43,355   14,675 28,680
7,549   7,410 139
23,805   17,860 5,945
14,035   7,587 6,448
4,035   4,165 -130
13,464   14,751 -1,287
15,858   950 14,908
26,536   5,430 21,106
2,118   1,940 178
49,354   17,986 31,368
176,259   144,862 31,397
33,970   24,358 9,612
36,996   15,807 21,189
30,577   16,814 13,763
7,878   7,725 153
11,078   13,570 -2,492
30,577   14,282 16,295
758   686 72
6,062   5,171 891
64,412   58,292 6,120
21,570   19,076 2,494
44,693   42,464 2,229
49,236   10,667 38,569
4,374   4,922 -548
26,034   19,360 6,674
2,148   1,950 198
26,662   10,870 15,792
24,876   5,311 19,565
12,814   13,900 -1,086
38,809   32,711 6,098
31,348   36,989 -5,641
48,824   30,030 18,794
14,820   14,057 763
20,280   19,562 718
14,532   15,864 -1,332
1,264   1,443 -179
8,729   9,040 -311
10,125   10,289 -164
16,005   13,797 2,208
6,402   6,001 401
23,866   14,448 9,418
8,739   11,122 -2,383
7,386   9,120 -1,734
24,538   20,730 3,808
17,382   12,876 4,506
34,157   21,320 12,837
15,731   16,047 -316
26,070   26,649 -579
32,014   17,872 14,142
19,767   21,097 -1,330
16,191   4,397 11,794
12,737   2,080 10,657
19,877   7,195 12,682
10,888   13,846 -2,958
29,648   6,528 23,120
18,590   2,473 16,117
185,084   216,080 -30,996
18,448   11,392 7,056
20,844   20,138 706
141,223   134,256 6,967
32   32  
31   32 -1
31   32 -1
32   32  
147,329   141,793 5,536
7,328   13,028 -5,700
3,047   2,011 1,036
12,429   12,224 205
4,178   3,162 1,016
404   348 56
3,408   2,307 1,101
5,442   5,783 -341
9,332   8,058 1,274
3,232   3,704 -472
7,304   5,684 1,620
6,696   4,703 1,993
6,084   6,911 -827
4,161   4,192 -31
10,746   11,156 -410
4,844   5,374 -530
3,666   3,605 61
4,260   4,886 -626
4,418   3,152 1,266
3,777   4,275 -498
5,594   6,635 -1,041
7,911   6,747 1,164
10,336   7,753 2,583
3,890   3,149 741
2,986   2,921 65
12,361   12,317 44
31   34 -3
5,620   5,743 -123
3,169   3,968 -799
24   30 -6
4,768   4,603 165
7,781   7,295 486
31   31  
3,596   5,005 -1,409
1,573   3,380 -1,807
7,506   8,153 -647
9,908   8,024 1,884
31   30 1
4,360   3,598 762
111   123 -12
7,287   7,026 261
1,457   1,700 -243
6,801   6,608 193
2,563   2,596 -33
4,594   4,524 70
3,445   3,312 133
3,688   3,044 644
1,717   2,012 -295
5,152   3,041 2,111
33   31 2
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
      35,413
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       941
b       11,670
c       24
d       -282
e       -2,143
      8,758
      15,533
      -409
      5,916
      -355
      227
      10,702
      -221
      -87
      -2,247
      8,464
      -3,844
      -182
      -667
      -184
      161
      1,754
      -2,218
      553
      -181
      1,494
      -1,658
      -876
      11,759
      17,175
      10,752
      -2,103
      -3,205
      -5,854
      14,632
      6,783
      7,429
      -150
      -1,121
      32,578
      3,947
      -865
      -1
      -227
      7,137
      3,356
      5,420
      4,509
      -1,268
      -431
      -297
      -64
      2,675
      -814
      6,648
      19,812
      1,443
      28,680
      139
      5,945
      6,448
      -130
      -1,287
      14,908
      21,106
      178
      31,368
      31,397
      9,612
      21,189
      13,763
      153
      -2,492
      16,295
      72
      891
      6,120
      2,494
      2,229
      38,569
      -548
      6,674
      198
      15,792
      19,565
      -1,086
      6,098
      -5,641
      18,794
      763
      718
      -1,332
      -179
      -311
      -164
      2,208
      401
      9,418
      -2,383
      -1,734
      3,808
      4,506
      12,837
      -316
      -579
      14,142
      -1,330
      11,794
      10,657
      12,682
      -2,958
      23,120
      16,117
      -30,996
      7,056
      706
      6,967
       
      -1
      -1
       
      5,536
      -5,700
      1,036
      205
      1,016
      56
      1,101
      -341
      1,274
      -472
      1,620
      1,993
      -827
      -31
      -410
      -530
      61
      -626
      1,266
      -498
      -1,041
      1,164
      2,583
      741
      65
      44
      -3
      -123
      -799
      -6
      165
      486
       
      -1,409
      -1,807
      -647
      1,884
      1
      762
      -12
      261
      -243
      193
      -33
      70
      133
      644
      -295
      2,111
      2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 639,440
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 10,704
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 10,704
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 10,704
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,797
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 13,797
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,093
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,093 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (412) 234-1584

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
BNY MELLON N A TRUSTEE
1 		21,610    
PO BOX 185
PITTSBURGH,PA152300185
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
5,441,841
b
Average of monthly cash balances.......................
1b
244,022
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,685,863
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
5,685,863
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,288
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,600,575
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
280,029
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
280,029
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,704
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,704
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
269,325
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
269,325
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
269,325
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
1,404,644
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
1,404,644
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 7 269,325
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...... 1,274,756
b From 2019...... 821,296
c From 2020...... 1,172,189
d From 2021...... 896,907
e From 2022...... 1,757,637
f Total of lines 3a through e ........ 5,922,785
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,404,644
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..... 269,325
e Remaining amount distributed out of corpus 1,135,319
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 7,058,104
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) ... 		1,274,756
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,783,348
10 Analysis of line 9:
a Excess from 2019.... 821,296
b Excess from 2020.... 1,172,189
c Excess from 2021.... 896,907
d Excess from 2022.... 1,757,637
e Excess from 2023.... 1,135,319
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

FOOD BANK OF SAN LUIS OBISPO COUNTY

1180 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		NONE PC GENERAL OPERATING 20,000

FRENCH HOSPITAL MEDICAL CENTER FOUNDATIO

1911 JOHNSON AVE
SN LUIS OBISP,CA934014131 		NONE PC GENERAL OPERATING 50,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024958 		NONE PC GENERAL OPERATING 1,000

UNIVERSITY OF PITTSBURGH

116 ATWOOD STREET SUITE 201
PITTSBURGH,PA152133402 		NONE PC GENERAL OPERATING 330,000

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVE
PITTSBURGH,PA152133815 		NONE PC GENERAL OPERATING 220,000

ROBERT MORRIS UNIVERSITY

6001 UNIVERSITY BLVD
MOON TOWNSHIP,PA151082574 		NONE PC GENERAL OPERATING 192,000

CATHOLIC CHARITIES OF THE DIOCESE

212 NINTH STREET
PITTSBURGH,PA152223517 		NONE PC GENERAL OPERATING 110,000

BRADDOCK CARNEGIE LIBRARY ASSOCIATION

419 LIBRARY ST
BRADDOCK,PA151041609 		NONE PC GENERAL OPERATING 50,000

DORMONT PUBLIC LIBRARY

2950 W LIBERTY AVE
PITTSBURGH,PA152162526 		NONE PC GENERAL OPERATING 50,000

LEADERSHIP INSTITUTE

1101 N HIGHLAND ST
ARLINGTON,VA222012807 		NONE PC GENERAL OPERATING 25,000

INSTITUTE FOR JUSTICE

901 N GLEBE RD STE 900
ARLINGTON,VA222031854 		NONE PC GENERAL OPERATING 150,000

ROBS BARBERSHOP COMMUNITY FOUNDATION INC

612 CRAWFORDS RIDGE RD
ODENTON,MD211132354 		NONE PC GENERAL OPERATING 5,000

CONVENTION OF P E CHURCH OF THE DIOCESE

3101 WISCONSIN AVE NW
WASHINGTON,DC200165015 		NONE PC GENERAL OPERATING 50,000

MEDIA RESEARCH CENTER INC

1900 CAMPUS COMMONS DR STE 600
RESTON,VA201911535 		NONE PC GENERAL OPERATING 41,000

LAND CONSERVANCY OF SAN LUIS OBISPO COUN

1137 PACIFIC ST STE A
SN LUIS OBISP,CA934013354 		NONE PC GENERAL OPERATING 20,000

TURNING POINT USA INC

756 N MAIN ST STE C
CROWN POINT,IN463073268 		NONE PC GENERAL OPERATING 15,000

YOU MAKE A DIFFERENCE

2809 DAWN DR
COLORADO SPGS,CO809184301 		NONE PC GENERAL OPERATING 20,000

THE MARAYAH CARES FOUNDATION

9076 BOBWHITE CT
ELK GROVE,CA956244005 		NONE PC GENERAL OPERATING 5,000

CLAREMONT INSTITUTE

1317 WEST FOOTHILL BOULEVARD SUITE
Upland,CA91786 		NONE PC GENERAL OPERATING 22,000

LURIE CHILDREN'S HOSPITAL

225 E CHICAGO AVE
CHICAGO,IL60611 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 1,396,000
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 ....     14 131,116  
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 ............ 		    18 639,440  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP 		    1 16,267  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   786,823  
13Total. Add line 12, columns (b), (d), and (e)..................
13
786,823
(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 InvestmentsOtherSchedule2
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M814 BNY MELLON INTERMEDI AT COST 400,000 371,473
05569M830 BNY MELLON BOND FD C      
464287465 ISHARES MSCI EAFE IN AT COST 262,784 331,540
723787107 PIONEER NAT RES CO      
872590104 T -MOBILE US INC      
929089100 VOYA FINANCIAL INC AT COST 1,801 5,107
438516106 HONEYWELL INTL INC      
595112103 MICRON TECHNOLOGY AT COST 30,285 69,125
654106103 NIKE INC CL B      
91913Y100 VALERO ENERGY CORP N      
02079K305 ALPHABET INC/CA AT COST 41,155 170,422
03027X100 AMERICAN TOWER CORP-      
060505104 BANK AMER CORP      
150870103 CELANESE CORP DEL      
594918104 MICROSOFT CORP COM AT COST 9,072 78,216
717081103 PFIZER INC COM      
22160K105 COSTCO WHSL CORP NEW      
29444U700 EQUINIX INC      
65339F101 NEXTERA ENERGY INC      
023135106 AMAZON COM INC AT COST 59,087 130,668
037833100 APPLE COMPUTER INC C AT COST 22,261 56,989
166764100 CHEVRONTEXACO CORP      
244199105 DEERE & COMPANY      
30161N101 EXELON CORP      
922908553 VANGUARD INDEX TR AT COST 70,796 114,868
9989AJ904 FIRST CAPITAL HOUSIN AT COST 1,300 179,791
G29183103 EATON CORP PLC AT COST 1,991 13,004
101137107 BOSTON SCIENTIFIC CO      
437076102 HOME DEPOT INC USD 0      
882508104 TEXAS INSTRUMENTS IN      
91324P102 UNITED HEALTH GROUP AT COST 3,464 13,688
87165B103 SYNCHRONY FINANCIAL      
30303M102 FACEBOOK INC AT COST 24,678 71,854
452308109 ILLINOIS TOOL WORKS      
46625H100 J P MORGAN CHASE & C AT COST 12,631 22,453
701765505 PARNASSUS MID CAP FU AT COST 250,555 373,443
002824100 ABBOTT LABORATORIES      
026874784 AMERICAN INTERNATION AT COST 4,741 5,420
126408103 CSX CORP COM AT COST 21,558 52,698
05587N794 BNYM GLBL RL RTRN -Y AT COST 298,428 311,316
05587K857 BNYM INTL STCK-Y AT COST 71,998 122,571
12572Q105 CME GROUP INC AT COST 15,593 18,954
482480100 KLA TENCOR CORP      
89832Q109 TRUIST FINL CORP      
00287Y109 ABBVIE INC AT COST 6,026 12,863
05587K824 BNYM SEL MGR S/C VAL AT COST 164,396 190,358
44134R735 HOTCHKIS & WILEY HIG AT COST 50,000 45,107
05588M100 BNYM MIDCAP INDEX FU      
883556102 THERMO ELECTRON CORP      
05587N737 BNYM OPPORT SM CAP-Y AT COST 134,620 182,175
05589K400 BNYM FLTNG RT INC-Y AT COST 124,800 116,131
78409V104 S & P GLOBAL INC      
007903107 ADVANCED MICRO DEVIC      
191216100 COCA-COLA CO USD AT COST 6,138 6,482
46434G103 ISHARES CORE MSCI EM      
00771X419 G Q G PART EMERG MKT AT COST 150,000 228,242
G8994E103 TRANE TECHNOLOGIES P AT COST 964 9,512
75513E101 RAYTHEON TECHNOLOGIE AT COST 59,479 62,432
532457108 ELI LILLY & CO COM AT COST 7,364 27,980
15135B101 CENTENE CORP DEL      
67066G104 NVIDIA CORP AT COST 3,912 36,151
235851102 DANAHER CORP COMMON AT COST 15,056 16,194
G1151C101 ACCENTURE PLC IRELAN      
03076C106 AMERIPRISE FINL INC      
518439104 ESTEE LAUDER COMPANI      
57636Q104 MASTERCARD INC      
87612E106 TARGET CORP      
02209S103 ALTRIA GROUP INC      
92828Y557 VIRTUS SH EMRG MRKT AT COST 60,000 58,070
125523100 CIGNA CORP      
68389X105 ORACLE CORPORATION      
05722G100 BAKER HUGHES A GE CO      
30231G102 EXXON MOBIL CORP AT COST 15,312 14,097
097023105 BOEING COMPANY      
049468101 ATLASSIAN CORP      
58933Y105 MERCK & CO INC      
845467109 SOUTHWESTERN ENERGY      
036752103 ANTHEM INC      
75886F107 REGENERON PHARMACEUT      
G7997R103 SEAGATE TECHNOLOGY H AT COST 44,559 34,916
370334104 GENERAL MILLS INC CO      
26614N102 DUPONT DE NEMOURS IN AT COST 41,911 38,465
74253Q416 PRINCIPAL PREFERRED AT COST 60,000 57,899
11135F101 BROADCOM INC      
258620103 DOUBLELINE TOTAL RET AT COST 320,000 298,664
747525103 QUALCOMM INC      
742718109 PROCTER & GAMBLE CO      
517834107 LAS VEGAS SANDS CORP AT COST 5,254 7,382
444859102 HUMANA INC COM      
744573106 PUBLIC SERVICE ENTER      
020002101 ALLSTATE CORP COM AT COST 10,712 10,778
00206R102 AT&T INC AT COST 6,513 7,048
032095101 AMPHENOL CORP NEW      
016255101 ALIGN TECHNOLOGY INC AT COST 12,336 10,412
02079K107 ALPHABET INC AT COST 44,290 57,781
031100100 AMETEK INC NEW AT COST 6,486 7,750
038222105 APPLIED MATERIALS IN AT COST 10,275 14,748
03990B101 ARES MANAGEMENT CORP AT COST 7,535 10,227
04621X108 ASSURANT INC AT COST 3,598 4,381
05569M368 BNY MELLON CORP BOND AT COST 150,000 154,499
075887109 BECTON DICKINSON AND AT COST 16,923 15,605
084670702 BERKSHIRE HATHAWAY I AT COST 23,883 25,680
09073M104 BIO-TECHNE CORP AT COST 4,645 4,630
125269100 CF INDS HLDGS INC AT COST 7,266 7,155
16679L109 CHEWY INC - CLASS A AT COST 4,867 4,253
17275R102 CISCO SYS INC AT COST 15,107 16,166
172908105 CINTAS CORP AT COST 6,373 8,437
20825C104 CONOCOPHILLIPS AT COST 4,924 4,643
21037T109 CONSTELLATION ENERGY AT COST 9,279 12,040
22160N109 COSTAR GROUP INC AT COST 8,546 9,613
254687106 DISNEY (WALT) COMPAN AT COST 8,339 8,126
25746U109 DOMINION RES INC VA AT COST 10,005 9,870
28176E108 EDWARDS LIFESCIENCES AT COST 7,016 6,100
35671D857 FREEPORT-MCMORAN COP AT COST 10,599 11,920
37045V100 GENERAL MOTORS CO AT COST 5,570 6,106
38141G104 GOLDMAN SACHS GROUP AT COST 8,933 10,030
443201108 HOWMET AEROSPACE INC AT COST 8,424 10,283
443573100 HUBSPOT INC AT COST 10,095 13,933
452327109 ILLUMINA INC AT COST 8,909 8,076
45687V106 INGERSOLL RAND INC AT COST 8,567 11,601
460690100 INTERPUBLIC GROUP OF AT COST 8,957 8,160
46137V357 INVESCO S&P 500 EQUA AT COST 144,968 157,800
464285204 ISHARES GOLD TRUST AT COST 150,953 156,120
49177J102 KENVUE INC AT COST 8,135 7,751
550021109 LULULEMON ATHLETICA AT COST 6,199 8,181
56585A102 MARATHON PETROLEUM C AT COST 9,172 10,534
617446448 MORGAN STANLEY DEAN AT COST 12,194 13,055
64110L106 NETFLIX COM INC AT COST 3,603 5,356
651639106 NEWMONT MINING CORP AT COST 11,078 11,589
666807102 NORTHROP GRUMMAN COR AT COST 10,123 10,299
674599105 OCCIDENTAL PETROLEUM AT COST 8,491 7,762
70614W100 PELOTON INTERACTIVE AT COST 4,098 3,410
743315103 PROGRESSIVE CORP OHI AT COST 7,900 9,238
759916109 REPLIGEN CORP AT COST 4,578 5,214
776696106 ROPER INDS INC NEW AT COST 11,833 14,174
780259305 SHELL PLC-W/I-ADR AT COST 8,143 8,554
78463X541 SPDR S&P GLOBAL NATU AT COST 113,942 113,300
78464A763 SPDR SER TR AT COST 249,769 249,940
80105N105 SANOFI-SYNTHELABO AT COST 12,422 11,438
803607100 SAREPTA THERAPEUTICS AT COST 8,217 6,461
806857108 SCHLUMBERGER LIMITED AT COST 15,852 16,653
82509L107 SHOPIFY INC-A W/I AT COST 9,390 10,906
852234103 SQUARE INC - A AT COST 7,901 10,056
90353T100 UBER TECHNOLOGIES IN AT COST 6,212 12,314
91282CHV6 U S TREASURY N/B AT COST 80,063 80,738
922908751 VANGUARD INDEX TR AT COST 39,814 42,666
92338C103 VERALTO CORP-W/I AT COST 3,378 3,537
98978V103 ZOETIS INC AT COST 4,352 4,737
G0403H108 AON PLC/IRELAND A AT COST 7,789 6,984
G25508105 CRH ORD AT COST 7,120 8,299
G4863A108 INTERNATIONAL GAME T AT COST 12,431 12,060
G5960L103 MEDTRONIC PLC AT COST 17,305 15,652
G7496G103 RENAISSANCERE HLDGS AT COST 8,440 7,840
H11356104 BUNGE GLOBAL SA AT COST 4,656 4,240

TY 2023 OtherDecreasesSchedule
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Description Amount
CY PURCHASE OF ACCRUED INTEREST 77
ROC ON CY SALES 90
PY RETURN OF CAPITAL ADJUSTMENT 1,397
PARTNERSHIP INCOME ADJUSTMENT 17,657


TY 2023 OtherExpensesSchedule
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 19 19   0
INVESTMENT EXPENSES - PROCEEDS 251 251   0


TY 2023 OtherIncomeSchedule2
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 16,267 16,267  


TY 2023 OtherIncreasesSchedule
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Description Amount
MUTUAL FUND TIMING ADJ 251
PARTNERSHIP DISTRIBUTION ADJUSTMENT 11,100
COST BASIS ADJUSTMENT 252


TY 2023 TaxesSchedule
Name:
B K SIMON FAMILY CHARITABLE FDN-TR
EIN:
20-6817430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,747 1,747   0
FEDERAL TAX PAYMENT - PRIOR YE 2,111 0   0
FEDERAL ESTIMATES - PRINCIPAL 13,797 0   0
FOREIGN TAXES ON NONQUALIFIED 368 368   0