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 06-01-2023 , and ending 05-31-2024
Name of foundation
FLUHRER BLANCHE S TW
 
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

23-6839080
B Telephone number (see instructions)

(215) 553-3028
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$900,333
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 16,886 16,789  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101,933
b Gross sales price for all assets on line 6a 521,569
7 Capital gain net income (from Part IV, line 2)... 101,933
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)....... 27    
12 Total. Add lines 1 through 11........ 118,846 118,722  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,811 10,086   6,724
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)... 41 41   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)....... 4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,856 10,131 0 6,724
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 46,856 10,131 0 36,724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,990
b Net investment income (if negative, enter -0-) 108,591
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......... 23,172 30,943 30,943
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).......... 672,080 Click to see attachment
List of Attached Documents:
// Content
736,046
869,390
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) 695,252 766,989 900,333
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........ 695,252 766,989
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)..... 695,252 766,989
30 Total liabilities and net assets/fund balances (see instructions). 695,252 766,989
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
695,252
2
Enter amount from Part I, line 27a .....................
2
71,990
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
767,242
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
253
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
766,989
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 17. AMERICAN TOWER CORP-CL A   2015-06-12 2023-06-01
b 7. BROADCOM INC   2022-05-12 2023-06-01
c 1. BROADCOM INC   2022-12-16 2023-06-30
d 4. BROADCOM INC   2022-05-12 2023-06-30
e 25. FACEBOOK INC   2023-01-26 2023-06-30
4. KLA TENCOR CORP   2019-10-24 2023-06-30
21. MASTERCARD INC   2021-11-19 2023-06-30
30. MICRON TECHNOLOGY   2022-10-17 2023-06-30
140. MICRON TECHNOLOGY   2018-11-19 2023-06-30
10. PROCTER & GAMBLE CO COM   2022-12-07 2023-06-30
14. PROCTER & GAMBLE CO COM   2023-01-10 2023-06-30
14. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
25. QUALCOMM INC   2022-09-23 2023-06-30
12. QUALCOMM INC   2023-01-19 2023-06-30
31. TEXAS INSTRUMENTS INC   2022-11-07 2023-06-30
8. TEXAS INSTRUMENTS INC   2023-01-25 2023-06-30
10000. U S TREASURY NOTE   2018-06-27 2023-06-30
50. COCA-COLA CO USD   2022-02-25 2023-07-31
20. COCA-COLA CO USD   2022-01-27 2023-07-31
1. DEERE & COMPANY   2022-11-03 2023-07-31
17. DEERE & COMPANY   2017-06-16 2023-07-31
4. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
6. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
30. NEXTERA ENERGY INC   2021-10-07 2023-07-31
11. NIKE INC CL B   2022-08-01 2023-07-31
8. NIKE INC CL B   2023-02-17 2023-07-31
14. NIKE INC CL B   2015-04-21 2023-07-31
15. ORACLE CORPORATION   2022-11-16 2023-07-31
11. ORACLE CORPORATION   2022-11-16 2023-07-31
40. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
80. SYNCHRONY FINANCIAL   2020-07-13 2023-07-31
6. T -MOBILE US INC   2022-02-25 2023-07-31
19. T -MOBILE US INC   2022-02-18 2023-07-31
110. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
25000. WELLS FARGO & COMPAN 4.125% 8/15/23   2017-06-09 2023-08-15
2. HUMANA INC COM   2022-09-02 2023-08-16
4. HUMANA INC COM   2022-09-02 2023-08-17
15. SALESFORCE COM INC   2023-03-15 2023-08-21
39. ADVANCED MICRO DEVICES INC   2019-01-09 2023-08-31
50. ALCOA UPSTREAM CORP   2023-01-27 2023-08-31
50. ALCOA UPSTREAM CORP   2023-03-01 2023-08-31
13. BOEING COMPANY   2022-11-08 2023-08-31
9. FACEBOOK INC   2023-01-26 2023-08-31
17. HONEYWELL INTL INC   2013-09-11 2023-08-31
8. MASTERCARD INC   2021-11-19 2023-08-31
35. MERCK & CO INC   2022-10-10 2023-08-31
31. ORACLE CORPORATION   2022-10-31 2023-08-31
3. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-08-31
150. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
30. T -MOBILE US INC   2017-06-08 2023-08-31
550. SOUTHWESTERN ENERGY CO   2022-10-24 2023-09-01
30. AT&T INC   2022-11-01 2023-09-12
8. ABBOTT LABORATORIES   2021-11-23 2023-09-12
6. ABBVIE INC   2019-09-23 2023-09-12
2. ALIGN TECHNOLOGY INC   2023-06-30 2023-09-12
5. ALLSTATE CORP COM   2022-11-21 2023-09-12
21. ALPHABET INC/CA   2023-07-31 2023-09-12
14. AMAZON COM INC   2023-08-31 2023-09-12
20. AMERICAN INTERNATIONAL GROUP   2018-12-19 2023-09-12
3. AMERIPRISE FINL INC   2021-02-19 2023-09-12
10. AMPHENOL CORP NEW   2022-11-01 2023-09-12
1. ANTHEM INC   2022-10-10 2023-09-12
16. APPLE COMPUTER INC COM   2023-07-31 2023-09-12
3. ARES MANAGEMENT CORP   2023-04-13 2023-09-12
10. BAKER HUGHES A GE CO   2022-06-07 2023-09-12
20. BANK AMER CORP   2022-09-23 2023-09-12
10. BAXTER INTL INC COM   2023-07-31 2023-09-12
2. BECTON DICKINSON AND COMPANY   2023-08-31 2023-09-12
3. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2023-09-12
1. BOEING COMPANY   2022-11-08 2023-09-12
10. BOSTON SCIENTIFIC CORP COM   2023-01-10 2023-09-12
6. CME GROUP INC   2021-11-24 2023-09-12
10. CISCO SYS INC   2023-08-31 2023-09-12
10. COCA-COLA CO USD   2022-01-27 2023-09-12
10. CORNING INC COM   2023-02-17 2023-09-12
1. DANAHER CORP COMMON   2023-07-31 2023-09-12
20. EQT CORP COM   2023-08-21 2023-09-12
20. EXELON CORP   2022-05-18 2023-09-12
10. EXXON MOBIL CORP   2022-11-01 2023-09-12
1. FACEBOOK INC   2023-01-26 2023-09-12
20. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-07-31 2023-09-12
3. HESS CORP   2023-08-31 2023-09-12
1. HONEYWELL INTL INC   2013-09-11 2023-09-12
1. HUBSPOT INC   2023-06-30 2023-09-12
2. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-09-12
2. ILLUMINA INC   2023-07-31 2023-09-12
1. INTUITIVE SURGICAL INC   2023-06-30 2023-09-12
10. J P MORGAN CHASE & CO   2023-04-19 2023-09-12
1. KLA TENCOR CORP   2019-10-24 2023-09-12
20. LAS VEGAS SANDS CORP   2022-06-08 2023-09-12
2. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-09-12
4. ELI LILLY & CO COM   2022-06-17 2023-09-12
1. MARTIN MARIETTA MATLS INC   2022-08-31 2023-09-12
1. MASTERCARD INC   2022-07-22 2023-09-12
1. MC DONALDS CORPORATION COMMON   2022-06-22 2023-09-12
5. MERCK & CO INC   2022-10-10 2023-09-12
10. MICROSOFT CORP COM   2023-07-31 2023-09-12
1. NETFLIX COM INC   2023-06-30 2023-09-12
10. NEXTERA ENERGY INC   2023-02-10 2023-09-12
4. NVIDIA CORP   2023-04-14 2023-09-12
4. ORACLE CORPORATION   2022-11-01 2023-09-12
30. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-12
1. PROCTER & GAMBLE CO COM   2022-03-17 2023-09-12
10. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-09-12
1. REPLIGEN CORP   2023-08-31 2023-09-12
2. S & P GLOBAL INC   2019-06-05 2023-09-12
5. SAREPTA THERAPEUTICS INC   2023-06-30 2023-09-12
10. SCHLUMBERGER LIMITED COM   2023-09-01 2023-09-12
10. SQUARE INC - A   2023-06-30 2023-09-12
1. STRYKER CORP   2023-01-18 2023-09-12
1. THERMO ELECTRON CORP   2021-11-05 2023-09-12
10. UBER TECHNOLOGIES INC   2023-07-31 2023-09-12
2. UNITED HEALTH GROUP INC   2016-09-14 2023-09-12
10. VOYA FINANCIAL INC   2016-01-19 2023-09-12
1. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-09-12
6. EATON CORP PLC   2022-09-26 2023-09-12
1. EVEREST RE GRP LTD   2023-04-20 2023-09-12
20. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2023-09-12
4. TRANE TECHNOLOGIES PLC   2013-09-11 2023-09-12
12. BOEING COMPANY   2022-11-08 2023-09-25
8. CHARTER COMMUNICATIONS INC-A   2023-01-27 2023-09-25
1. CHARTER COMMUNICATIONS INC-A   2023-09-12 2023-09-25
5. COSTCO WHSL CORP NEW   2021-06-23 2023-09-25
110. ENBRIDGE INC   2022-12-16 2023-09-25
13. HONEYWELL INTL INC   2013-09-11 2023-09-25
42. OLIN CORP COM PAR $1   2023-02-21 2023-09-25
270. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
44. RAYTHEON TECHNOLOGIES CORP   2021-02-05 2023-09-25
17. STRYKER CORP   2023-01-18 2023-09-25
18. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
50. BAXTER INTL INC COM   2023-07-31 2023-10-13
35. HESS CORP   2023-06-30 2023-10-24
49. MERCK & CO INC   2022-10-10 2023-11-10
130. EQT CORP COM   2023-06-30 2023-12-14
8. FACEBOOK INC   2023-01-26 2023-12-14
8. KLA TENCOR CORP   2019-10-24 2023-12-14
4. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
18. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-12-14
12. MASTERCARD INC   2021-11-24 2023-12-14
39. ORACLE CORPORATION   2022-11-01 2023-12-14
90. EXELON CORP   2015-08-21 2023-12-18
20. ABBOTT LABORATORIES   2023-01-13 2024-01-08
41. ABBOTT LABORATORIES   2014-04-08 2024-01-08
10. ASSURANT INC   2023-08-17 2024-01-08
90. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
7. COSTCO WHSL CORP NEW   2014-03-07 2024-01-08
19. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
11. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
13. S & P GLOBAL INC   2019-06-05 2024-01-08
6. EVEREST RE GRP LTD   2023-04-19 2024-01-08
3. EVEREST RE GRP LTD   2023-10-24 2024-01-08
7. ASSURANT INC   2023-08-16 2024-01-09
7. ASSURANT INC   2023-08-21 2024-01-10
11. ASSURANT INC   2023-08-18 2024-01-11
20. BUNGE GLOBAL SA   2024-01-08 2024-01-22
25000. U S BANCORP 3.7% 1/30/24   2016-07-07 2024-01-30
70. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
19. AMERIPRISE FINL INC   2021-02-19 2024-02-21
70. AMPHENOL CORP NEW   2022-11-01 2024-02-21
140. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
3. BROADCOM INC   2022-05-19 2024-02-21
7. ELI LILLY & CO COM   2020-06-23 2024-02-21
6. THERMO ELECTRON CORP   2019-02-28 2024-02-21
8. ACCENTURE PLC IRELAND SHS CL A   2022-10-17 2024-02-21
9. ANTHEM INC   2022-10-10 2024-03-20
130. BANK AMER CORP   2015-02-25 2024-03-20
70. CSX CORP COM   2017-01-13 2024-03-20
80. COCA-COLA CO USD   2019-08-08 2024-03-20
90. CORNING INC COM   2023-02-17 2024-03-20
117. EXXON MOBIL CORP   2022-10-10 2024-03-20
3. GENUINE PARTS CO   2023-09-12 2024-03-20
12. GENUINE PARTS CO   2023-03-06 2024-03-20
8. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
30. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
24. NIKE INC CL B   2015-04-21 2024-03-20
5. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
16. PROCTER & GAMBLE CO COM   2022-09-14 2024-03-20
70. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
50. SYNCHRONY FINANCIAL   2020-07-13 2024-03-20
30. VOYA FINANCIAL INC   2016-01-20 2024-03-20
4. DEERE & COMPANY   2017-06-16 2024-04-09
9. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
21. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
2. J P MORGAN CHASE & CO   2017-11-21 2024-04-09
16. ELI LILLY & CO COM   2020-06-23 2024-04-09
10. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
34. NEXTERA ENERGY INC   2018-05-09 2024-04-09
28. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
50. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
3. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
3. THERMO ELECTRON CORP   2019-02-28 2024-04-09
30. TWILIO INC - A   2023-06-01 2024-04-09
12. EATON CORP PLC   2012-11-30 2024-04-09
13. ABBVIE INC   2024-02-21 2024-04-25
45. ABBVIE INC   2019-09-20 2024-04-25
30. CF INDS HLDGS INC   2024-03-20 2024-05-07
120. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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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    
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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    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
(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 3,178   2,497 681
b 5,529   4,037 1,492
c 868   553 315
d 3,473   2,241 1,232
e 7,186   4,148 3,038
1,934   671 1,263
8,218   7,235 983
1,903   1,604 299
8,878   5,501 3,377
1,509   1,499 10
2,112   2,125 -13
2,112   2,098 14
2,975   3,001 -26
1,428   1,419 9
5,562   5,215 347
1,435   1,400 35
10,000   9,956 44
3,089   3,135 -46
1,240   1,215 25
429   395 34
7,289   2,176 5,113
1,169   1,091 78
1,753   1,462 291
2,195   2,482 -287
1,213   1,261 -48
882   997 -115
1,544   1,104 440
1,751   1,199 552
1,285   877 408
2,689   2,319 370
2,757   1,848 909
826   762 64
2,614   2,378 236
5,461   6,293 -832
25,000   26,552 -1,552
989   970 19
1,964   1,940 24
3,092   2,712 380
4,115   817 3,298
1,504   2,636 -1,132
1,504   2,697 -1,193
2,926   2,375 551
2,679   1,321 1,358
3,197   1,362 1,835
3,299   2,749 550
3,832   3,522 310
3,731   2,417 1,314
2,483   2,190 293
1,011   1,021 -10
4,089   2,383 1,706
3,723   3,563 160
436   551 -115
816   992 -176
890   463 427
654   708 -54
544   670 -126
2,857   2,781 76
1,975   1,935 40
1,213   792 421
1,038   670 368
867   768 99
448   468 -20
2,831   3,101 -270
318   250 68
369   374 -5
574   630 -56
387   454 -67
528   559 -31
1,107   1,023 84
211   169 42
537   461 76
1,238   1,372 -134
566   575 -9
584   607 -23
312   355 -43
246   255 -9
864   886 -22
810   937 -127
1,170   1,119 51
302   147 155
802   892 -90
484   464 20
187   80 107
532   532  
478   174 304
301   384 -83
301   342 -41
1,458   1,413 45
491   168 323
980   741 239
303   625 -322
2,381   1,182 1,199
435   347 88
416   343 73
280   244 36
542   453 89
3,329   3,346 -17
442   440 2
676   746 -70
1,814   1,066 748
449   308 141
161   291 -130
153   150 3
606   721 -115
160   174 -14
774   440 334
602   573 29
613   602 11
544   661 -117
296   253 43
511   611 -100
486   493 -7
963   266 697
694   302 392
317   309 8
1,432   803 629
379   375 4
617   572 45
844   158 686
2,358   2,030 328
3,510   3,205 305
439   439  
2,782   2,078 704
3,787   4,229 -442
2,480   1,041 1,439
1,959   2,542 -583
1,178   2,618 -1,440
3,135   3,211 -76
4,867   4,298 569
827   1,078 -251
1,589   2,268 -679
5,447   5,005 442
4,958   4,435 523
4,907   5,449 -542
2,655   1,174 1,481
4,638   1,342 3,296
587   1,087 -500
2,643   5,002 -2,359
5,038   3,980 1,058
3,930   2,948 982
3,091   2,039 1,052
2,227   2,270 -43
4,566   2,515 2,051
1,660   1,473 187
2,882   2,790 92
4,588   797 3,791
4,859   1,649 3,210
3,172   2,680 492
5,585   2,846 2,739
2,193   2,247 -54
1,097   1,190 -93
1,148   993 155
1,143   992 151
1,805   1,541 264
1,780   1,966 -186
25,000   27,943 -2,943
4,789   2,376 2,413
7,496   4,244 3,252
7,320   5,268 2,052
9,169   6,088 3,081
3,641   1,608 2,033
5,173   1,743 3,430
3,295   1,909 1,386
2,882   2,095 787
4,625   4,213 412
4,678   2,592 2,086
2,592   902 1,690
4,833   4,313 520
2,930   3,178 -248
13,160   12,178 982
464   442 22
1,856   2,083 -227
4,818   2,776 2,042
2,596   2,461 135
2,390   1,202 1,188
2,345   2,131 214
2,588   2,306 282
4,644   4,513 131
2,120   1,144 976
2,144   849 1,295
1,648   512 1,136
3,486   3,074 412
4,128   2,780 1,348
393   198 195
12,072   2,490 9,582
2,108   1,489 619
2,212   1,348 864
5,739   5,297 442
3,347   3,454 -107
2,822   2,070 752
1,760   779 981
1,842   2,020 -178
3,771   462 3,309
2,171   2,266 -95
7,514   3,273 4,241
2,233   2,592 -359
3,704   3,991 -287
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
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       681
b       1,492
c       315
d       1,232
e       3,038
      1,263
      983
      299
      3,377
      10
      -13
      14
      -26
      9
      347
      35
      44
      -46
      25
      34
      5,113
      78
      291
      -287
      -48
      -115
      440
      552
      408
      370
      909
      64
      236
      -832
      -1,552
      19
      24
      380
      3,298
      -1,132
      -1,193
      551
      1,358
      1,835
      550
      310
      1,314
      293
      -10
      1,706
      160
      -115
      -176
      427
      -54
      -126
      76
      40
      421
      368
      99
      -20
      -270
      68
      -5
      -56
      -67
      -31
      84
      42
      76
      -134
      -9
      -23
      -43
      -9
      -22
      -127
      51
      155
      -90
      20
      107
       
      304
      -83
      -41
      45
      323
      239
      -322
      1,199
      88
      73
      36
      89
      -17
      2
      -70
      748
      141
      -130
      3
      -115
      -14
      334
      29
      11
      -117
      43
      -100
      -7
      697
      392
      8
      629
      4
      45
      686
      328
      305
       
      704
      -442
      1,439
      -583
      -1,440
      -76
      569
      -251
      -679
      442
      523
      -542
      1,481
      3,296
      -500
      -2,359
      1,058
      982
      1,052
      -43
      2,051
      187
      92
      3,791
      3,210
      492
      2,739
      -54
      -93
      155
      151
      264
      -186
      -2,943
      2,413
      3,252
      2,052
      3,081
      2,033
      3,430
      1,386
      787
      412
      2,086
      1,690
      520
      -248
      982
      22
      -227
      2,042
      135
      1,188
      214
      282
      131
      976
      1,295
      1,136
      412
      1,348
      195
      9,582
      619
      864
      442
      -107
      752
      981
      -178
      3,309
      -95
      4,241
      -359
      -287
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 101,933
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,509
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,509
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,509
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 608
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.............. 7 608
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 9 901
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (215) 553-3028

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
16,811    
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
736,069
b
Average of monthly cash balances.......................
1b
112,079
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
848,148
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
848,148
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,722
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
835,426
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
41,771
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
41,771
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,509
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,262
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
40,262
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
40,262
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
36,724
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
36,724
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 40,262
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 15,496
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 36,724
a Applied to 2022, but not more than line 2a 15,496
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..... 21,228
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
19,034
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

THE SALVATION ARMY

440 WEST NYACK ROAD
WEST NYACK,NY10994
NONE PC GENERAL OPERATING 30,000
Total .................................right arrow 3a 30,000
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 16,886  
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 ............
    18 101,933  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 27  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   118,846  
13Total. Add line 12, columns (b), (d), and (e)..................
13
118,846
(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:
FLUHRER BLANCHE S TW
EIN:
23-6839080
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
883556102 THERMO ELECTRON CORP      
609207105 MONDELEZ INTERNATION      
64110L106 NETFLIX COM INC AT COST 2,202 3,208
718172109 PHILIP MORRIS INTERN      
882508104 TEXAS INSTRUMENTS IN      
91159HHG8 U S BANCORP      
G5960L103 MEDTRONIC PLC AT COST 10,231 9,764
037833100 APPLE COMPUTER INC C AT COST 13,568 27,876
126650100 CVS CORP      
438516106 HONEYWELL INTL INC      
70450Y103 PAYPAL HOLDINGS INC      
03027X100 AMERICAN TOWER CORP-      
060505104 BANK AMER CORP AT COST 3,766 3,999
525ESC2W8 ESC LEHMAN BRTH HLD AT COST   5
101137107 BOSTON SCIENTIFIC CO      
92826C839 VISA INC      
023135106 AMAZON COM INC AT COST 12,099 25,054
30303M102 FACEBOOK INC      
65339F101 NEXTERA ENERGY INC      
742718109 PROCTER & GAMBLE CO      
852234103 SQUARE INC - A AT COST 3,967 3,845
87165B103 SYNCHRONY FINANCIAL      
594918104 MICROSOFT CORP COM AT COST 15,134 42,758
654106103 NIKE INC CL B      
723787107 PIONEER NAT RES CO      
87612EBE5 TARGET CORP AT COST 24,010 23,892
929089100 VOYA FINANCIAL INC AT COST 772 2,275
02079K305 ALPHABET INC/CA AT COST 15,274 34,845
023135AJ5 AMAZON.COM INC      
026874784 AMERICAN INTERNATION AT COST 987 3,153
166764100 CHEVRONTEXACO CORP AT COST 3,889 4,058
244199105 DEERE & COMPANY      
872590104 T -MOBILE US INC      
9128284U1 U S TREASURY NOTE      
91324P102 UNITED HEALTH GROUP AT COST 5,055 9,412
00724F101 ADOBE SYS INC COM      
007903107 ADVANCED MICRO DEVIC      
110122108 BRISTOL MYERS SQUIBB      
12572Q105 CME GROUP INC AT COST 8,335 8,931
150870103 CELANESE CORP DEL      
452308109 ILLINOIS TOOL WORKS      
46625H100 J P MORGAN CHASE & C AT COST 6,538 13,374
595112103 MICRON TECHNOLOGY      
91913Y100 VALERO ENERGY CORP N      
9128284T4 U S TREASURY NOTE      
002824100 ABBOTT LABORATORIES      
254687106 DISNEY (WALT) COMPAN AT COST 5,295 4,780
912828M56 UNITED STATES TREAS AT COST 10,141 9,612
912828R28 U S TREASURY NOTE      
9128284N7 UNITED STATES TREAS AT COST 9,925 9,393
988498101 YUM BRANDS INC      
94974BFN5 WELLS FARGO & COMPAN      
20030N101 COMCAST CORP NEW CL      
30161N101 EXELON CORP      
G06242104 ATLASSIAN CORP PLC-C      
G29183103 EATON CORP PLC AT COST 1,100 10,651
126408103 CSX CORP COM      
22160K105 COSTCO WHSL CORP NEW      
29444U700 EQUINIX INC      
437076102 HOME DEPOT INC USD 0      
79466L302 SALESFORCE COM INC      
22788C105 CROWDSTRIKE HOLDINGS      
67066G104 NVIDIA CORP AT COST 10,594 39,468
67103H107 O'REILLY AUTOMOTIVE      
00287Y109 ABBVIE INC      
15135B101 CENTENE CORP DEL      
816851109 SEMPRA ENERGY      
461202103 INTUIT INC COM      
482480100 KLA TENCOR CORP      
55024U109 LUMENTUM HOLDINGS IN      
75513E101 RAYTHEON TECHNOLOGIE      
78409V104 S & P GLOBAL INC      
89832Q109 TRUIST FINL CORP      
88339J105 TRADE DESK INC/THE      
009158106 AIR PRODUCTS AND CHE      
G8994E103 TRANE TECHNOLOGIES P AT COST 828 6,877
16119P108 CHARTER COMMUNICATIO      
191216100 COCA-COLA CO USD      
532457108 ELI LILLY & CO COM      
302491303 F M C CORP COM NEW      
828806109 SIMON PPTY GROUP INC      
91282CAR2 WI TREASURY N/B .125      
G46188101 HORIZON THERAPEUTICS      
09857L108 BOOKING HOLDINGS INC      
235851102 DANAHER CORP COMMON AT COST 9,049 10,272
91282CAU5 WI TREASURY N/B .500 AT COST 14,897 13,069
518439104 ESTEE LAUDER COMPANI      
517834107 LAS VEGAS SANDS CORP AT COST 4,562 5,854
37045V100 GENERAL MOTORS CO AT COST 3,374 3,599
83088M102 SKYWORKS SOLUTIONS I      
03076C106 AMERIPRISE FINL INC      
538034109 LIVE NATION INC      
02209S103 ALTRIA GROUP INC      
74340W103 PROLOGIS INC      
11135F101 BROADCOM INC      
00206R102 AT&T INC AT COST 6,311 6,559
98978V103 ZOETIS INC AT COST 4,503 4,239
91282CCG4 TREASURY NOTE/BOND AT COST 24,944 24,958
G7997R103 SEAGATE TECHNOLOGY H      
744573106 PUBLIC SERVICE ENTER      
91282CCW9 U S TREASURY NOTE AT COST 24,901 22,865
717081103 PFIZER INC COM      
91282CCS8 U S TREASURY NOTE AT COST 24,796 20,059
91282CCE9 UNITED STATES TREAS AT COST 24,942 21,995
05722G100 BAKER HUGHES A GE CO      
571903202 MARRIOTT INTERNATION      
G1151C101 ACCENTURE PLC IRELAN      
91282CCV1 U S TREASURY NOTE AT COST 24,950 21,723
91282CCF6 UNITED STATES TREAS AT COST 24,954 23,064
26614N102 DUPONT DE NEMOURS IN      
V7780T103 ROYAL CARIBBEAN CRUI      
88160R101 TESLA MOTORS INC      
57636Q104 MASTERCARD INC      
219350105 CORNING INC COM      
G4863A108 INTERNATIONAL GAME T AT COST 5,730 3,948
G3223R108 EVEREST RE GRP LTD      
020002101 ALLSTATE CORP COM AT COST 5,020 6,366
032095101 AMPHENOL CORP NEW      
30231G102 EXXON MOBIL CORP      
29250N105 ENBRIDGE INC      
25179M103 DEVON ENERGY CORPORA      
68389X105 ORACLE CORPORATION      
680665205 OLIN CORP COM PAR $1      
036752103 ANTHEM INC      
747525103 QUALCOMM INC      
03990B101 ARES MANAGEMENT CORP AT COST 4,335 6,027
097023105 BOEING COMPANY      
444859102 HUMANA INC COM      
863667101 STRYKER CORP      
845467109 SOUTHWESTERN ENERGY      
912797LL9 U S TREASURY BILL      
573284106 MARTIN MARIETTA MATL      
013872106 ALCOA UPSTREAM CORP      
35671D857 FREEPORT-MCMORAN COP AT COST 6,332 7,382
372460105 GENUINE PARTS CO      
806857108 SCHLUMBERGER LIMITED AT COST 8,797 7,342
80105N105 SANOFI-SYNTHELABO AT COST 6,110 5,884
75886F107 REGENERON PHARMACEUT      
580135101 MC DONALDS CORPORATI      
595017104 MICROCHIP TECHNOLOGY      
58933Y105 MERCK & CO INC      
016255101 ALIGN TECHNOLOGY INC AT COST 6,374 4,630
031100100 AMETEK INC NEW AT COST 4,341 4,070
038222105 APPLIED MATERIALS IN AT COST 7,279 9,679
075887109 BECTON DICKINSON AND AT COST 7,701 6,495
084670702 BERKSHIRE HATHAWAY I AT COST 11,868 14,090
09073M104 BIO-TECHNE CORP AT COST 2,850 3,088
16679L109 CHEWY INC - CLASS A AT COST 2,907 3,394
17275R102 CISCO SYS INC AT COST 8,374 7,440
172908105 CINTAS CORP AT COST 4,078 4,746
172967424 CITIGROUP INC AT COST 3,566 3,739
20825C104 CONOCOPHILLIPS AT COST 4,256 4,077
21037T109 CONSTELLATION ENERGY AT COST 5,451 10,428
22160N109 COSTAR GROUP INC AT COST 4,920 4,690
252131107 DEXCOM INC AT COST 2,625 2,257
25746U109 DOMINION RES INC VA AT COST 5,868 6,470
26884L109 EQT CORP COM AT COST 4,722 5,753
28176E108 EDWARDS LIFESCIENCES AT COST 4,620 4,345
320517105 FIRST HORIZON NATL C AT COST 2,871 3,010
38141G104 GOLDMAN SACHS GROUP AT COST 4,634 5,478
443201108 HOWMET AEROSPACE INC AT COST 5,932 7,619
443573100 HUBSPOT INC AT COST 6,383 7,333
452327109 ILLUMINA INC AT COST 4,984 3,337
45687V106 INGERSOLL RAND INC AT COST 7,084 7,444
458140100 INTEL CORPORATION AT COST 3,219 2,160
46120E602 INTUITIVE SURGICAL I AT COST 2,618 2,815
49177J102 KENVUE INC AT COST 4,674 4,439
502431109 L3HARRIS TECHNOLOGIE AT COST 5,328 5,621
550021109 LULULEMON ATHLETICA AT COST 3,437 2,184
56585A102 MARATHON PETROLEUM C AT COST 2,829 3,356
651639106 NEWMONT MINING CORP AT COST 6,195 6,291
666807102 NORTHROP GRUMMAN COR AT COST 3,836 4,057
66987V109 NOVARTIS AG SPNSRD A AT COST 2,973 3,094
674599105 OCCIDENTAL PETROLEUM AT COST 5,529 5,625
681919106 OMNICOM GROUP INC CO AT COST 5,699 5,578
718546104 PHILLIPS 66 AT COST 4,244 3,837
759916109 REPLIGEN CORP AT COST 2,608 2,236
776696106 ROPER INDS INC NEW AT COST 6,974 6,926
778296103 ROSS STORES INC AT COST 3,088 2,935
803607100 SAREPTA THERAPEUTICS AT COST 4,925 5,584
82509L107 SHOPIFY INC-A W/I AT COST 6,186 5,324
90353T100 UBER TECHNOLOGIES IN AT COST 3,945 5,165
912797GW1 UNITED STATES TREAS AT COST 23,689 24,560
912797LB1 U S TREASURY BILLS AT COST 23,763 23,818
91282CHZ7 UNITED STATES TREAS AT COST 24,929 25,148
91282CKQ3 U S TREASURY NOTE AT COST 24,784 24,777
91282CKR1 U S TREASURY BOND AT COST 24,927 24,883
92338C103 VERALTO CORP-W/I AT COST 5,061 5,816
G25508105 CRH ORD AT COST 5,314 6,541
G51502105 JOHNSON CTLS INTL PL AT COST 5,884 6,472
G7496G103 RENAISSANCERE HLDGS AT COST 3,483 4,101

TY 2023 OtherDecreasesSchedule
Name:
FLUHRER BLANCHE S TW
EIN:
23-6839080
Description Amount
MUTUAL FUND TIMING ADJ 188
ROC ON CY SALES 22
PY RETURN OF CAPITAL ADJUSTMENT 43


TY 2023 OtherExpensesSchedule
Name:
FLUHRER BLANCHE S TW
EIN:
23-6839080
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 4 4   0


TY 2023 OtherIncomeSchedule2
Name:
FLUHRER BLANCHE S TW
EIN:
23-6839080
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 27 0  


TY 2023 TaxesSchedule
Name:
FLUHRER BLANCHE S TW
EIN:
23-6839080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 41 41   0