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
THEODORE W & BETTY J ECKELS FDN-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

45-2941744
B Telephone number (see instructions)

(302) 421-2207
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,896,089J 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) 322,040
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 148,695 148,418  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,345,668
b Gross sales price for all assets on line 6a 5,145,984
7 Capital gain net income (from Part IV, line 2)... 1,345,668
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).......      
12 Total. Add lines 1 through 11........ 1,816,403 1,494,086  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 171,716 103,029   68,686
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).... Click to see attachment
List of Attached Documents:
// Content
207 124   83
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,693 2,613   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
59 59    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,675 105,825 0 68,769
25 Contributions, gifts, grants paid....... 350,000 350,000
26 Total expenses and disbursements. Add lines 24 and 25 529,675 105,825 0 418,769
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,286,728
b Net investment income (if negative, enter -0-) 1,388,261
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 137,859 604,861 604,861
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).......... 4,843,168 Click to see attachment
List of Attached Documents:
// Content
5,337,143 		6,291,228
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,981,027 5,942,004 6,896,089
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,981,027 5,942,004
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,981,027 5,942,004
30 Total liabilities and net assets/fund balances (see instructions). 4,981,027 5,942,004
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,981,027
2
Enter amount from Part I, line 27a .....................
2
1,286,728
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,267,755
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
325,751
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,942,004
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 18. UNITED HEALTH GROUP INC   2022-12-28 2023-01-10
b 38. UNITED HEALTH GROUP INC     2023-01-10
c 75000. JPMORGAN CHASE & CO 3.2% 1/25/23   2018-03-22 2023-01-25
d 8598.452 BNY MELLON S/T US GVT SECS FD CL M   2019-05-30 2023-02-01
e 700. JOHNSON & JOHNSON COM   1970-01-01 2023-02-01
20. PIONEER NAT RES CO   2022-12-28 2023-02-15
211. PIONEER NAT RES CO   2022-01-27 2023-02-15
156. MARTIN MARIETTA MATLS INC     2023-03-08
25. UNITED HEALTH GROUP INC   2020-11-17 2023-03-08
120. TRUIST FINL CORP   2022-12-28 2023-04-12
1296. TRUIST FINL CORP     2023-04-12
150000. UNITED STATES TREAS BILLS 5/18/23   2022-11-15 2023-05-08
100000. US TREASURY BILL 8/03/23   2023-02-03 2023-05-08
16640.867 BNY MELLON CORP BOND-M   2019-05-30 2023-05-12
17172.524 BNY MELLON INTERMEDIATE BOND FD CL M   2019-05-30 2023-05-12
29788.896 BNY MELLON EMERGING MKTS FD CL M SHS     2023-05-12
6511.16 BNYM SEL MGR S/C VAL-Y     2023-05-12
5586.39 BNYM SELECT MGR S/C GRW-Y     2023-05-12
2364.631 BNYM DIV EMG MKTS-Y     2023-05-12
15871.661 BNY MELLON HIGH YIELD-I     2023-05-12
8537.886 BNYM GLBL RL EST SEC-Y   2019-05-28 2023-05-12
9834.701 BNYM FLTNG RT INC-Y     2023-05-12
1300. JOHNSON & JOHNSON COM   1970-01-01 2023-05-12
22592.152 TCW EMERGING MARKETS INCOME FUND-I   2021-01-25 2023-05-12
14989.293 VAN ECK CM COMMODITY INDX-I   2019-05-28 2023-05-15
45000. CANADIAN IMPERIAL BA 3.45% 4/07/27   2023-01-26 2023-05-30
45000. PAYPAL HLDGS INC 2.65% 10/01/26   2023-01-26 2023-05-30
75000. BLACKROCK INC 3.5% 3/18/24     2023-05-31
75000. MICROSOFT CORP 3.125% 11/03/25   2018-03-13 2023-05-31
37. AMERICAN TOWER CORP-CL A     2023-06-30
231. AMERICAN TOWER CORP-CL A     2023-06-30
16. COSTCO WHSL CORP NEW     2023-06-30
99. COSTCO WHSL CORP NEW   2021-06-29 2023-06-30
41. DEERE & COMPANY     2023-06-30
183. DEERE & COMPANY   2017-08-08 2023-06-30
45000. JPMORGAN CHASE & CO     2023-07-20
320. AMERICAN INTERNATIONAL GROUP     2023-07-31
180. AMERICAN INTERNATIONAL GROUP   2019-11-26 2023-07-31
150. BOSTON SCIENTIFIC CORP COM     2023-07-31
120. COCA-COLA CO USD   2022-12-28 2023-07-31
380. COCA-COLA CO USD   2022-04-08 2023-07-31
4. LAM RESH CORP COM   2023-06-16 2023-07-31
10. LAM RESH CORP COM   2021-12-21 2023-07-31
79. MERCK & CO INC     2023-07-31
1030. ORACLE CORPORATION     2023-07-31
350. RAYTHEON TECHNOLOGIES CORP   2022-03-07 2023-07-31
81. T -MOBILE US INC   2022-12-28 2023-07-31
34. T -MOBILE US INC   2022-06-03 2023-07-31
9. UNITED HEALTH GROUP INC   2023-06-16 2023-07-31
10. UNITED HEALTH GROUP INC   2020-11-17 2023-07-31
900. DEVON ENERGY CORPORATION NEW     2023-08-02
45000. TORONTO-DOMINION BANK 2.65% 6/12/24     2023-08-17
6187. JOHNSON & JOHNSON COM     2023-08-28
10. BOSTON SCIENTIFIC CORP COM   2022-12-28 2023-08-31
100. COCA-COLA CO USD   2023-06-16 2023-08-31
950. COCA-COLA CO USD     2023-08-31
72. NIKE INC CL B     2023-08-31
449. NIKE INC CL B     2023-08-31
180. RAYTHEON TECHNOLOGIES CORP     2023-08-31
420. RAYTHEON TECHNOLOGIES CORP   2022-03-07 2023-08-31
52. T -MOBILE US INC   2023-06-16 2023-08-31
550. T -MOBILE US INC     2023-08-31
50000. NORTHERN TRUST CORP 1.95% 5/01/30     2023-09-13
45000. SIMON PROPERTY GROUP 3.375% 12/01/27     2023-09-19
1430. ALCOA UPSTREAM CORP     2023-09-26
1050. AMPHENOL CORP NEW     2023-09-26
8. LAM RESH CORP COM     2023-09-26
22. LAM RESH CORP COM   2022-05-19 2023-09-26
174. MC DONALDS CORPORATION COMMON     2023-09-26
252. MERCK & CO INC     2023-09-26
139. T -MOBILE US INC   2022-05-20 2023-09-26
.3412 KENVUE INC   1970-01-01 2023-09-27
21. MC DONALDS CORPORATION COMMON   2022-12-28 2023-11-10
29. MC DONALDS CORPORATION COMMON   2022-11-01 2023-11-10
136. MERCK & CO INC   2022-12-09 2023-11-10
630. MERCK & CO INC   2022-11-09 2023-11-10
45000. HSBC HOLDINGS PLC 3.803% 3/11/25     2023-11-28
45000. B B & T CORPORATION 2.5% 8/01/24     2023-12-12
45000. DUKE ENERGY 3.8% 7/15/28     2023-12-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 8,700   9,571 -871
b 18,367   13,605 4,762
c 75,000   74,045 955
d 93,551   100,000 -6,449
e 114,892   526 114,366
4,426   4,517 -91
46,691   45,220 1,471
56,429   53,741 2,688
11,741   8,793 2,948
3,983   5,139 -1,156
43,014   54,629 -11,615
146,666   146,666  
97,728   97,728  
194,365   215,000 -20,635
202,464   215,000 -12,536
282,399   319,995 -37,596
122,540   142,711 -20,171
115,806   137,272 -21,466
54,623   50,000 4,623
82,691   100,875 -18,184
63,351   80,000 -16,649
106,116   119,719 -13,603
208,301   977 207,324
138,264   188,968 -50,704
68,351   70,000 -1,649
42,510   43,215 -705
42,134   42,516 -382
73,829   78,100 -4,271
72,972   73,790 -818
7,098   7,557 -459
44,314   37,610 6,704
8,596   7,807 789
53,186   39,488 13,698
16,617   17,410 -793
74,168   24,115 50,053
42,793   43,175 -382
19,239   19,333 -94
10,822   9,588 1,234
7,742   8,079 -337
7,414   7,674 -260
23,477   24,291 -814
2,868   2,480 388
7,171   6,774 397
8,409   8,827 -418
120,236   82,760 37,476
30,597   35,042 -4,445
11,145   11,299 -154
4,678   4,643 35
4,558   4,197 361
5,065   3,517 1,548
44,678   51,061 -6,383
43,877   43,684 193
1,026,591   4,648 1,021,943
539   462 77
5,991   6,173 -182
56,916   45,280 11,636
7,329   8,274 -945
45,702   36,752 8,950
15,523   17,858 -2,335
36,221   42,050 -5,829
7,087   6,838 249
74,956   69,972 4,984
40,546   41,010 -464
41,284   41,932 -648
36,651   71,072 -34,421
85,541   80,761 4,780
4,864   4,526 338
13,375   10,548 2,827
46,431   47,782 -1,351
26,609   27,852 -1,243
19,556   17,530 2,026
7     7
5,590   5,599 -9
7,719   7,913 -194
13,762   14,909 -1,147
63,749   65,063 -1,314
44,680   44,119 561
44,054   43,233 821
43,711   43,079 632
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
      140,348
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       -871
b       4,762
c       955
d       -6,449
e       114,366
      -91
      1,471
      2,688
      2,948
      -1,156
      -11,615
       
       
      -20,635
      -12,536
      -37,596
      -20,171
      -21,466
      4,623
      -18,184
      -16,649
      -13,603
      207,324
      -50,704
      -1,649
      -705
      -382
      -4,271
      -818
      -459
      6,704
      789
      13,698
      -793
      50,053
      -382
      -94
      1,234
      -337
      -260
      -814
      388
      397
      -418
      37,476
      -4,445
      -154
      35
      361
      1,548
      -6,383
      193
      1,021,943
      77
      -182
      11,636
      -945
      8,950
      -2,335
      -5,829
      249
      4,984
      -464
      -648
      -34,421
      4,780
      338
      2,827
      -1,351
      -1,243
      2,026
      7
      -9
      -194
      -1,147
      -1,314
      561
      821
      632
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,345,668
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 19,297
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 19,297
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 19,297
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,316
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 7,316
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 11,981
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 arrowDE
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
Yes
 
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 (302) 421-2207

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
DANA W HISCOCK CO-TRUSTEE
1 		43,863    
8 E ELBROOK DRIVE
ALLENDALE,NJ074011107
RICHARD ECKELS CO-TRUSTEE
1 		40,252    
4471 TUCKAHOE ROAD
MEMPHIS,TN38117
AMANDA ECKELS GOETZE CO-TRUSTEE
1 		43,863    
2909 GARDEN LANE
MEMPHIS,TN38111
BNY MELLON N A TRUSTEE
1 		43,738    
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
5,999,650
b
Average of monthly cash balances.......................
1b
883,706
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,883,356
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,883,356
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,250
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,780,106
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
339,005
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
339,005
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,297
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,297
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
319,708
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
319,708
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
319,708
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
418,769
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
418,769
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 7 319,708
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...... 68,665
b From 2019...... 49,918
c From 2020...... 57,215
d From 2021...... 51,476
e From 2022...... 62,239
f Total of lines 3a through e ........ 289,513
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 418,769
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..... 319,708
e Remaining amount distributed out of corpus 99,061
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 5 388,574
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) ... 		68,665
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		319,909
10 Analysis of line 9:
a Excess from 2019.... 49,918
b Excess from 2020.... 57,215
c Excess from 2021.... 51,476
d Excess from 2022.... 62,239
e Excess from 2023.... 99,061
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

REAL PARTNERS UGANDA INC

8 ALANA DRIVE
HAWTHORNE,NJ07506 		NONE PC GENERAL OPERATING 40,000

MEMPHIS BOTANIC GARDEN FOUNDATION

750 CHERRY ROAD
MEMPHIS,TN38117 		NONE PC GENERAL OPERATING 15,000

TREZEVANT MANOR

177 NORTH HIGHLAND STREET
MEMPHIS,TN38111 		NONE PC GENERAL OPERATING 10,000

THE AMERICAN IRELAND FUND

10 POST OFFICE SQUARE
BOSTON,MA02109 		NONE PC GENERAL OPERATING 10,000

RHODES COLLEGE

2000 NORTH PARKWAY
MEMPHIS,TN381121690 		NONE PC GENERAL OPERATING 50,000

MEMPHIS UNIVERSITY SCHOOL

6191 PARK AVENUE
MEMPHIS,TN38119 		NONE PC GENERAL OPERATING 10,000

DIXON GALLERY AND GARDENS

4339 PARK AVENUE
MEMPHIS,TN38117 		NONE PC GENERAL OPERATING 100,000

MEMPHIS OPPORTUNITY SCHOLARSHIP TR

1000 RIDGEWAY LOOP ROAD
MEMPHIS,TN38120 		NONE PC GENERAL OPERATING 20,000

UNIVERSITY OF MEMPHIS FOUNDATION

570 NORMAL STREET
MEMPHIS,TN38152 		NONE PC GENERAL OPERATING 25,000

THE CHURCH OF THE HOLY COMMUNION

7401 DELMAR BOULEVARD
UNIVERSITY CITY,MO63130 		NONE PC GENERAL OPERATING 60,000

THE HUTCHISON SCHOOL

1740 RIDGEWAY ROAD
MEMPHIS,TN38119 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 350,000
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 ....     14 148,695  
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 1,345,668  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,494,363  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,494,363
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THEODORE W & BETTY J ECKELS FDN-TR
 
Employer identification number

45-2941744
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THEODORE W & BETTY J ECKELS FDN-TR
  		Employer identification number
45-2941744
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BETTY JEAN ECKELS REVOCABLE TR
C/O BNY MELLON NA
PO BOX 185
PITTSBURGH, PA152300185

$ 322,040


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THEODORE W & BETTY J ECKELS FDN-TR
  		Employer identification number

45-2941744
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2000 SHARES OF JOHNSON AND JOHNSON $ 322,040 2023-05-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THEODORE W & BETTY J ECKELS FDN-TR
  		Employer identification number

45-2941744
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsOtherSchedule2
Name:
THEODORE W & BETTY J ECKELS FDN-TR
EIN:
45-2941744
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918BJ2 MICROSOFT CORP      
03027X100 AMERICAN TOWER CORP-      
05569M509 BNY MELLON MID CAP S AT COST 288,308 366,400
09247XAL5 BLACKROCK INC      
02079K305 ALPHABET INC/CA AT COST 119,725 179,641
244199105 DEERE & COMPANY      
023135106 AMAZON COM INC AT COST 15,614 61,232
05569M855 BNY MELLON EMERGING      
478160104 JOHNSON & JOHNSON CO      
594918104 MICROSOFT CORP COM AT COST 45,765 166,962
46625HJH4 JPMORGAN CHASE & CO      
191216100 COCA-COLA CO USD      
05569M368 BNY MELLON CORP BOND      
05589K400 BNYM FLTNG RT INC-Y      
05587K865 BNYM SELECT MGR S/C      
05588E850 BNY MELLON HIGH YIEL      
037833100 APPLE COMPUTER INC C AT COST 54,424 107,239
05587K857 BNYM INTL STCK-Y AT COST 305,000 335,209
05588D811 BNYM DIV EMG MKTS-Y      
512807108 LAM RESH CORP COM AT COST 26,995 93,208
05569M780 BNY MELLON S/T US GV      
026874784 AMERICAN INTERNATION AT COST 59,361 120,595
89832Q109 TRUIST FINL CORP      
007903107 ADVANCED MICRO DEVIC AT COST 22,459 92,868
05587K824 BNYM SEL MGR S/C VAL      
05588F709 BNYM GLBL RL EST SEC      
101137107 BOSTON SCIENTIFIC CO AT COST 79,121 119,667
921075297 VAN ECK CM COMMODITY      
05588F600 BNYM DIVERSIFIED INT AT COST 309,650 305,957
12572Q105 CME GROUP INC AT COST 76,056 85,504
05569M814 BNY MELLON INTERMEDI      
00287Y109 ABBVIE INC AT COST 62,344 95,462
654106103 NIKE INC CL B      
91324P102 UNITED HEALTH GROUP AT COST 43,615 65,282
G29183103 EATON CORP PLC AT COST 71,940 132,692
87234N765 TCW EMERGING MARKETS      
22160K105 COSTCO WHSL CORP NEW      
573284106 MARTIN MARIETTA MATL      
30231G102 EXXON MOBIL CORP AT COST 97,862 90,482
75513E101 RAYTHEON TECHNOLOGIE      
872590104 T -MOBILE US INC      
580135101 MC DONALDS CORPORATI      
58933Y105 MERCK & CO INC      
68389X105 ORACLE CORPORATION      
744573106 PUBLIC SERVICE ENTER AT COST 101,620 91,725
517834107 LAS VEGAS SANDS CORP AT COST 77,527 92,023
57636Q104 MASTERCARD INC AT COST 89,137 108,334
723787107 PIONEER NAT RES CO      
912796W47 UNITED STATES TREAS      
032095101 AMPHENOL CORP NEW      
016255101 ALIGN TECHNOLOGY INC AT COST 52,247 47,950
023135CF1 AMAZON.COM INC AT COST 43,282 43,682
037833DN7 APPLE INC AT COST 41,720 42,389
06051GGZ6 BANK OF AMERICA CORP AT COST 43,145 43,948
06368LGV2 BANK OF MONTREAL AT COST 39,919 40,746
06417XAH4 BANK OF NOVA SCOTIA AT COST 43,418 44,027
084670702 BERKSHIRE HATHAWAY I AT COST 106,016 107,711
10373QAE0 BP CAPITAL MARKETS A AT COST 43,921 44,725
110122CN6 BRISTOL-MYERS SQUIBB AT COST 43,180 43,663
13607HR61 CANADIAN IMPERIAL BA AT COST 42,901 43,204
14913R3A3 CATERPILLAR FINL SER AT COST 43,392 43,943
191216CT5 COCA-COLA CO/THE AT COST 42,667 43,213
19761L706 COLUMBIA RESRH ENHAN AT COST 27,750 27,710
20030NCA7 COMCAST CORP AT COST 42,052 42,893
21688AAE2 RABOBANK NEDERLAND AT COST 43,488 44,118
22160N109 COSTAR GROUP INC AT COST 76,960 84,768
24422EWR6 JOHN DEERE CAPITAL C AT COST 40,169 40,662
251526CQ0 DEUTSCHE BANK AG/NEW AT COST 43,575 44,392
25434V708 DIMENSIONAL US CORE AT COST 29,369 29,230
30303M8G0 META PLATFORMS INC AT COST 43,123 43,820
3130AY2C9 FED HOME LOAN BANK AT COST 49,970 50,119
3134H1LP6 FED HOME LOAN MTG CO AT COST 50,000 50,225
33733E104 FIRST TRUST CAPITAL AT COST 76,739 80,040
377372AN7 GLAXOSMITHKLINE CAP AT COST 43,657 44,366
404280DZ9 HSBC HOLDINGS PLC AT COST 44,837 45,623
437076CB6 HOME DEPOT INC 2.7% AT COST 39,917 41,099
443573100 HUBSPOT INC AT COST 84,884 87,662
458140BH2 INTEL CORP AT COST 43,031 45,004
464287507 ISHARES TR S&P MIDCA AT COST 69,872 69,288
46625H100 J P MORGAN CHASE & C AT COST 84,833 106,483
46647PDH6 JPMORGAN CHASE & CO AT COST 43,910 44,493
482480AL4 K L A CORP AT COST 39,706 40,859
49177J102 KENVUE INC AT COST 611 140,591
512807AU2 LAM RESEARCH CORP AT COST 43,539 44,401
606822BN3 MITSUBISHI UFJ FIN G AT COST 42,480 43,462
60687YAR0 MIZUHO FINANCIAL GRO AT COST 42,016 43,664
61747YFA8 MORGAN STANLEY AT COST 39,526 40,182
665859AX2 NORTHERN TRUST CORP AT COST 40,455 42,953
67066G104 NVIDIA CORP AT COST 107,007 120,834
693475AW5 PNC FINANCIAL SERVIC AT COST 41,002 42,605
70450YAD5 PAYPAL HLDGS INC AT COST 42,304 42,739
716973AE2 PFIZER INVESTMENT EN AT COST 45,387 45,101
74348A467 PROSHARES S&P500 ARI AT COST 91,287 95,200
75886F107 REGENERON PHARMACEUT AT COST 43,476 45,671
780082AD5 ROYAL BANK OF CANADA AT COST 39,151 39,661
80105N105 SANOFI-SYNTHELABO AT COST 106,379 97,968
803607100 SAREPTA THERAPEUTICS AT COST 65,132 51,879
806857108 SCHLUMBERGER LIMITED AT COST 137,439 122,294
822582CG5 SHELL INTERNATIONAL AT COST 39,946 41,104
852234103 SQUARE INC - A AT COST 79,704 76,577
857477CB7 STATE STREET CORP AT COST 39,890 40,041
86562MAF7 SUMITOMO MITSUI FINL AT COST 41,464 42,628
87612EBP0 TARGET CORP AT COST 43,863 45,450
89115A2S0 TORONTO-DOMINION BAN AT COST 44,837 45,855
89788MAN2 TRUIST FINANCIAL COR AT COST 45,057 45,792
91159HHM5 U S BANCORP 3.1% 4 AT COST 41,521 43,123
912796ZY8 U S TREASURY BILL AT COST 95,654 99,663
91324PEC2 UNITEDHEALTH GROUP I AT COST 40,785 41,657
92189F643 E T F VANECK VECTORS AT COST 83,748 84,870
921908844 VANGUARD DIVIDEND AP AT COST 85,090 85,200
931142FD0 WALMART INC AT COST 43,553 44,573
961214FK4 WESTPAC BANKING CORP AT COST 40,987 41,325
G4863A108 INTERNATIONAL GAME T AT COST 53,917 48,790
G5960L103 MEDTRONIC PLC AT COST 39,763 42,838

TY 2023 OtherDecreasesSchedule
Name:
THEODORE W & BETTY J ECKELS FDN-TR
EIN:
45-2941744
Description Amount
MUTUAL FUND TIMING ADJ 2,860
CY PURCHASE OF ACCRUED INTEREST 1,328
ROC ON CY SALES 277
PY RETURN OF CAPITAL ADJUSTMENT 659
EXCESS FMV OVER COST OF ASSETS RECEIVED 320,537
COST BASIS ADJUSTMENT 90


TY 2023 OtherExpensesSchedule
Name:
THEODORE W & BETTY J ECKELS FDN-TR
EIN:
45-2941744
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 59 59   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THEODORE W & BETTY J ECKELS FDN-TR
EIN:
45-2941744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 207 124   83


TY 2023 TaxesSchedule
Name:
THEODORE W & BETTY J ECKELS FDN-TR
EIN:
45-2941744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,612 2,612   0
FEDERAL ESTIMATES - PRINCIPAL 5,080 0   0
FOREIGN TAXES ON NONQUALIFIED 1 1   0