TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
FRENCH FDN TR UDECL

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

04-6053426

B Telephone number (see instructions)

(617) 722-7353

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$8,897,401J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	113,550		112,975
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		346,158
b	Gross sales price for all assets on line 6a 4,038,146
7	Capital gain net income (from Part IV, line 2)...			346,158
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).......	List of Attached Documents: // Content	84,938	82,568
12	Total. Add lines 1 through 11........	544,646		541,701
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	897	0	0	897
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	30,546	18,327		12,218
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	23,110	2,878		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).......	List of Attached Documents: // Content	41,347	41,222		125
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	95,900		62,427	0	13,240
25	Contributions, gifts, grants paid.......	425,000				425,000
26	Total expenses and disbursements. Add lines 24 and 25	520,900		62,427	0	438,240
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	23,746
b	Net investment income (if negative, enter -0-)			479,274
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-1,480
	2	Savings and temporary cash investments.........	81,607	148,881	148,881
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	6,696,919	List of Attached Documents: // Content 6,675,512	8,748,520
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,777,046	6,824,393	8,897,401
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	6,777,046	6,824,393
	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).....	6,777,046	6,824,393
	30	Total liabilities and net assets/fund balances (see instructions).	6,777,046	6,824,393

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

6,777,046

Enter amount from Part I, line 27a .....................

23,746

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

66,512

Add lines 1, 2, and 3 ..........................

6,867,304

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

42,911

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,824,393

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	80. ASSURANT INC			2023-01-06
b	140. COMERICA INC COM			2023-01-06
c	120. COMERICA INC COM			2023-01-06
d	70. METLIFE INC		2022-01-21	2023-01-06
e	100. BUNGE LIMITED			2023-01-06
	210. EQT CORP COM		2022-12-12	2023-01-10
	150. EQT CORP COM			2023-01-10
	40. HUBBELL INC COM		2020-10-19	2023-01-10
	150. METLIFE INC			2023-01-10
	110. SYSCO CORP		2020-09-16	2023-01-10
	160. NEXTERA ENERGY PARTNERS LP			2023-01-11
	95. ASSURANT INC			2023-01-12
	152. EOG RES INC			2023-01-13
	200. OMNICOM GROUP INC COM			2023-01-13
	410. US BANCORP DEL			2023-01-13
	140. CORNING INC COM		2022-06-03	2023-01-25
	270. CORNING INC COM			2023-01-25
	130. LAS VEGAS SANDS CORP		2022-10-04	2023-01-26
	150. HORIZON THERAPEUTICS PUB LTD CO			2023-01-26
	96. MARATHON PETROLEUM CORP			2023-01-27
	80. CONSTELLATION ENERGY CORP		2022-05-25	2023-02-02
	47. RENAISSANCERE HLDGS LTD			2023-02-02
	70. CONSTELLATION ENERGY CORP		2022-05-25	2023-02-03
	90. CONSTELLATION ENERGY CORP			2023-02-03
	180. MERCK & CO INC			2023-02-09
	73. SEAGEN INC			2023-02-09
	120. SCHLUMBERGER LIMITED COM		2022-10-27	2023-02-10
	44. ZOOM VIDEO COMMUNICATIONS-A			2023-02-10
	24. EVEREST RE GRP LTD			2023-02-14
	3184.713 BNY MELLON INCOME STK FD CL M		2012-01-31	2023-02-15
	3297.728 BNYM US EQUITY FUND-Y		2022-12-13	2023-02-15
	7223.051 BNYM US EQUITY FUND-Y		2011-01-24	2023-02-15
	81. CROWDSTRIKE HOLDINGS INC - A		2023-02-14	2023-02-17
	54. CROWDSTRIKE HOLDINGS INC - A		2020-12-23	2023-02-17
	61. CONOCOPHILLIPS		2023-01-13	2023-02-23
	30. ELI LILLY & CO COM			2023-02-27
	60. MORGAN STANLEY DEAN WITTER & CO		2022-04-05	2023-02-27
	140. FIDELITY NATL INFORMATION SVCS		2022-11-22	2023-03-03
	310. COMCAST CORP NEW CL A			2023-03-07
	150. COMCAST CORP NEW CL A			2023-03-07
	320. FARFETCH LTD -CLASS A			2023-03-07
	138. ALLSTATE CORP COM			2023-03-09
	350. EQT CORP COM			2023-03-09
	90. LAS VEGAS SANDS CORP			2023-03-09
	74. MATCH GROUP INC			2023-03-09
	21. MCKESSON CORPORATION		2023-01-26	2023-03-09
	8. MCKESSON CORPORATION		2022-01-31	2023-03-09
	230. BANK AMER CORP			2023-03-15
	510. BANK AMER CORP			2023-03-15
	120. ARCHER DANIELS MIDLAND CO COM		2022-08-23	2023-03-17
	320. INGERSOLL RAND INC			2023-03-17
	104. CONOCOPHILLIPS		2023-01-13	2023-04-10
	120. CONOCOPHILLIPS		2021-09-28	2023-04-10
	122. DEXCOM INC			2023-04-10
	63. DEXCOM INC		2022-02-25	2023-04-10
	1420. HEWLETT PACKARD ENTERPRIS			2023-04-10
	101. QUALCOMM INC			2023-04-10
	99. QUANTA SVCS INC		2019-04-02	2023-04-10
	137. AMAZON COM INC			2023-04-19
	154. TESLA MOTORS INC		2022-12-15	2023-04-19
	60. ZEBRA TECHNOLOGIES CORP CL A			2023-04-21
	46. ZEBRA TECHNOLOGIES CORP CL A			2023-04-21
	110. DATADOG INC		2023-02-10	2023-04-28
	100. DATADOG INC		2021-09-09	2023-04-28
	250. MARVELL TECHNOLOGY INC			2023-04-28
	150. MICRON TECHNOLOGY		2022-10-27	2023-04-28
	9. BOOKING HOLDINGS INC			2023-05-08
	300. MOSAIC CO/THE		2023-04-10	2023-05-17
	25. ABBVIE INC		2023-02-09	2023-05-24
	60. ALCOA UPSTREAM CORP		2023-02-27	2023-05-24
	9. ALIGN TECHNOLOGY INC		2022-04-07	2023-05-24
	120. ALPHABET INC		2023-02-03	2023-05-24
	19. AMAZON COM INC		2023-03-07	2023-05-24
	63. AMAZON COM INC			2023-05-24
	3. AMERIPRISE FINL INC		2020-12-02	2023-05-24
	9. AMETEK INC NEW		2020-08-14	2023-05-24
	11. ANSYS INC		2020-12-23	2023-05-24
	60. APPLE COMPUTER INC COM		2023-05-08	2023-05-24
	36. APPLIED MATERIALS INC		2023-02-02	2023-05-24
	20. ARES MANAGEMENT CORP		2023-04-11	2023-05-24
	1486.99 BNY MELLON INTL FD CL M SHSS		2014-01-22	2023-05-24
	967.586 BNY MELLON INTL EQTY-Y		2014-01-22	2023-05-24
	20. BECTON DICKINSON AND COMPANY		2022-04-11	2023-05-24
	20. BERKSHIRE HATHAWAY INC DEL CL B		2022-03-22	2023-05-24
	10. BILL.COM HOLDINGS INC		2021-12-23	2023-05-24
	10. BIOMARIN PHARMACEUTICAL INC		2023-01-10	2023-05-24
	10. BIO-TECHNE CORP		2022-03-02	2023-05-24
	40. BRITISH AMERICAN TOBACCO		2022-02-23	2023-05-24
	30. CF INDS HLDGS INC		2023-04-28	2023-05-24
	22. CME GROUP INC		2021-11-15	2023-05-24
	8. CATERPILLAR INC		2022-04-25	2023-05-24
	20. CHEWY INC - CLASS A		2022-04-07	2023-05-24
	100. CISCO SYS INC		2022-03-31	2023-05-24
	5. CINTAS CORP		2021-09-13	2023-05-24
	20. CONSTELLATION ENERGY CORP		2021-02-05	2023-05-24
	30. COSTAR GROUP INC		2023-04-21	2023-05-24
	2. DANAHER CORP COMMON		2022-07-29	2023-05-24
	15. DANAHER CORP COMMON		2021-09-27	2023-05-24
	17. DEXCOM INC		2022-02-25	2023-05-24
	20. DISNEY (WALT) COMPANY HOLDING CO.		2021-12-10	2023-05-24
	10. DOLBY LABORATORIES INC		2021-08-12	2023-05-24
	70. EQT CORP COM		2023-04-28	2023-05-24
	20. EDWARDS LIFESCIENCES CORP		2022-04-26	2023-05-24
	40. EXELON CORP			2023-05-24
	42. EXXON MOBIL CORP			2023-05-24
	688.468 FIDELITY ADV INTL SM CAP-Z		2022-04-06	2023-05-24
	50. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2022-11-14	2023-05-24
	40. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2021-10-19	2023-05-24
	30. GENERAL MOTORS CO		2022-10-27	2023-05-24
	30. GILEAD SCIENCES INC		2023-04-10	2023-05-24
	8. GOLDMAN SACHS GROUP INC		2022-11-14	2023-05-24
	18. HESS CORP		2023-04-10	2023-05-24
	50. HOWMET AEROSPACE INC		2021-09-09	2023-05-24
	8. HUBSPOT INC		2023-01-25	2023-05-24
	6. HUMANA INC COM			2023-05-24
	2. ILLUMINA INC		2022-08-29	2023-05-24
	10. INGERSOLL RAND INC		2022-08-12	2023-05-24
	30. INGERSOLL RAND INC		2021-09-09	2023-05-24
	120. INTERPUBLIC GROUP OF COMPANIES INC		2023-01-13	2023-05-24
	10. INTUITIVE SURGICAL INC		2023-01-26	2023-05-24
	40. J P MORGAN CHASE & CO		2023-01-06	2023-05-24
	8. L3HARRIS TECHNOLOGIES INC			2023-05-24
	40. LAS VEGAS SANDS CORP		2023-04-10	2023-05-24
	5. ESTEE LAUDER COMPANIES INC CL A		2022-04-11	2023-05-24
	14. ELI LILLY & CO COM		2020-02-07	2023-05-24
	3. LULULEMON ATHLETICA INC		2022-01-12	2023-05-24
	16. MARATHON PETROLEUM CORP		2023-04-10	2023-05-24
	7. MCKESSON CORPORATION			2023-05-24
	59. MICROSOFT CORP COM		2023-03-17	2023-05-24
	20. MORGAN STANLEY DEAN WITTER & CO		2022-04-05	2023-05-24
	3. NETFLIX COM INC		2022-10-11	2023-05-24
	5. NORTHROP GRUMMAN CORP		2023-01-06	2023-05-24
	22. NVIDIA CORP		2022-05-25	2023-05-24
	1. NVIDIA CORP		2019-12-20	2023-05-24
	70. PPL CORP		2023-01-11	2023-05-24
	80. PELOTON INTERACTIVE INC-A		2021-11-02	2023-05-24
	15. PROGRESSIVE CORP OHIO		2023-03-09	2023-05-24
	40. RAYTHEON TECHNOLOGIES CORP		2022-03-09	2023-05-24
	5. REPLIGEN CORP		2022-03-01	2023-05-24
	8. ROPER INDS INC NEW		2023-03-03	2023-05-24
	20. SHELL PLC-W/I-ADR		2023-04-10	2023-05-24
	15. SALESFORCE COM INC			2023-05-24
	70. SANOFI-SYNTHELABO		2022-05-25	2023-05-24
	80. SCHLUMBERGER LIMITED COM		2023-04-19	2023-05-24
	30. SCHWAB CHARLES CORP NEW		2023-01-06	2023-05-24
	40. SHOPIFY INC-A W/I		2022-10-27	2023-05-24
	40. SQUARE INC - A		2021-11-12	2023-05-24
	20. TWILIO INC - A			2023-05-24
	60. UBER TECHNOLOGIES INC		2021-01-28	2023-05-24
	7. UNITED HEALTH GROUP INC		2023-01-13	2023-05-24
	20. VOYA FINANCIAL INC			2023-05-24
	12. AON PLC/IRELAND A		2023-01-13	2023-05-24
	17. EATON CORP PLC		2022-05-31	2023-05-24
	3. EVEREST RE GRP LTD		2023-04-20	2023-05-24
	120. INTERNATIONAL GAME TECHNOLOG			2023-05-24
	40. MEDTRONIC PLC		2022-04-05	2023-05-24
	14. TRANE TECHNOLOGIES PLC		2019-06-24	2023-05-24
	17. CHUBB LTD		2023-02-02	2023-05-24
	12. CHUBB LTD		2023-02-02	2023-06-15
	55. CHUBB LTD		2022-03-09	2023-06-15
	14067.314 BNY MELLON EMERGING MKTS FD CL M SHS			2023-06-21
	640. PPL CORP			2023-06-21
	6504.524 BNY MELLON INCOME STK FD CL M		2012-01-31	2023-06-22
	4664.385 BNY MELLON FOCUSED EQUITY OPP-M		2022-12-08	2023-06-22
	30865.582 BNY MELLON FOCUSED EQUITY OPP-M			2023-06-22
	13427.406 BNY MELLON INTL FD CL M SHSS			2023-06-22
	1452.284 BNYM SEL MGR S/C VAL-Y			2023-06-22
	10278.117 BNYM SEL MGR S/C VAL-Y			2023-06-22
	461.19 BNYM US EQUITY FUND-Y		2023-03-28	2023-06-22
	7629.882 BNYM US EQUITY FUND-Y		2011-01-24	2023-06-22
	879.858 BNYM SELECT MGR S/C GRW-Y		2022-12-15	2023-06-22
	9897.187 BNYM SELECT MGR S/C GRW-Y			2023-06-22
	9715.026 BNY MELLON INTL EQTY-Y			2023-06-22
	80. ANSYS INC			2023-06-30
	27. ANSYS INC			2023-06-30
	40. APPLIED MATERIALS INC		2023-02-02	2023-06-30
	38. APPLIED MATERIALS INC		2021-03-24	2023-06-30
	71. CATERPILLAR INC			2023-06-30
	410. INTERPUBLIC GROUP OF COMPANIES INC			2023-06-30
	450. SHOPIFY INC-A W/I			2023-06-30
	100. CHUBB LTD			2023-06-30
	129. EXXON MOBIL CORP		2023-06-30	2023-07-18
	67. BILL.COM HOLDINGS INC			2023-07-31
	280. BRITISH AMERICAN TOBACCO			2023-07-31
	80. DEXCOM INC			2023-07-31
	180. EQT CORP COM			2023-07-31
	150. EXELON CORP		2023-06-30	2023-07-31
	52. MARATHON PETROLEUM CORP			2023-07-31
	24. AON PLC/IRELAND A			2023-07-31
	24. AMERIPRISE FINL INC		2020-12-02	2023-08-16
	10. HUMANA INC COM		2022-08-23	2023-08-16
	11. HUMANA INC COM		2022-08-12	2023-08-16
	42. HUMANA INC COM			2023-08-17
	97. SALESFORCE COM INC		2013-09-27	2023-08-21
	330. ALCOA UPSTREAM CORP			2023-08-31
	350. ALCOA UPSTREAM CORP		2021-07-20	2023-08-31
	157. BIOMARIN PHARMACEUTICAL INC		2023-01-10	2023-08-31
	76. DEXCOM INC		2020-03-30	2023-08-31
	130. DOLBY LABORATORIES INC			2023-08-31
	240. EQT CORP COM			2023-08-31
	19. INTUITIVE SURGICAL INC		2023-01-26	2023-08-31
	16. INTUITIVE SURGICAL INC			2023-08-31
	68. L3HARRIS TECHNOLOGIES INC			2023-08-31
	173. TWILIO INC - A			2023-08-31
	80. CF INDS HLDGS INC		2023-04-28	2023-09-21
	112. CONOCOPHILLIPS		2023-07-31	2023-09-21
	80. EDWARDS LIFESCIENCES CORP		2022-12-12	2023-09-21
	144. EDWARDS LIFESCIENCES CORP			2023-09-21
	260. HOWMET AEROSPACE INC			2023-09-21
	23. ELI LILLY & CO COM			2023-09-21
	31. NETFLIX COM INC		2022-10-11	2023-09-21
	820. PELOTON INTERACTIVE INC-A			2023-09-21
	710. PELOTON INTERACTIVE INC-A			2023-09-21
	360. RAYTHEON TECHNOLOGIES CORP			2023-09-21
	180. UBER TECHNOLOGIES INC			2023-09-21
	180. SCHWAB CHARLES CORP NEW			2023-10-06
	120. SCHWAB CHARLES CORP NEW		2022-09-06	2023-10-06
	280. BAXTER INTL INC COM		2023-07-18	2023-10-12
	17123.288 BNY MELLON BOND FD CL M			2023-10-19
	74. HESS CORP			2023-10-24
	18. HESS CORP		2023-06-21	2023-10-24
	126. HESS CORP			2023-10-24
	90. ESTEE LAUDER COMPANIES INC CL A			2023-11-03
	37. ESTEE LAUDER COMPANIES INC CL A		2022-04-11	2023-11-03
	110. GILEAD SCIENCES INC		2023-04-10	2023-11-15
	170. GILEAD SCIENCES INC			2023-11-15
	61. MCKESSON CORPORATION			2023-11-16
	180. MICRON TECHNOLOGY		2023-09-21	2023-11-20
	67. ASSURANT INC			2023-12-07
	230. EQT CORP COM			2023-12-07
	420. EQT CORP COM			2023-12-07
	59. INTUITIVE SURGICAL INC		2019-12-17	2023-12-07
	33. AON PLC/IRELAND A			2023-12-07
	1. AON PLC/IRELAND A		2021-08-12	2023-12-07
	57. EVEREST RE GRP LTD			2023-12-07
	58. ASSURANT INC			2023-12-08
	510. EXELON CORP			2023-12-18
	410. EXELON CORP			2023-12-18
	1. FUGIO PRIVATE EQUITY FUND V LP		2000-01-01	2023-12-31
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,070	10,777	-707
b	9,360	10,772	-1,412
c	8,023	9,978	-1,955
d	5,144	4,641	503
e	9,571	9,551	20
	7,110	7,904	-794
	5,079	3,130	1,949
	9,374	5,831	3,543
	10,700	9,755	945
	8,791	7,524	1,267
	11,948	6,983	4,965
	11,956	9,835	2,121
	19,539	20,080	-541
	16,760	14,206	2,554
	19,247	20,253	-1,006
	4,965	5,047	-82
	9,576	9,014	562
	7,413	5,403	2,010
	16,652	7,330	9,322
	12,812	3,984	8,828
	6,861	4,699	2,162
	9,397	8,810	587
	5,847	4,112	1,735
	7,518	3,596	3,922
	19,300	14,870	4,430
	10,000	13,107	-3,107
	6,651	6,210	441
	3,272	16,429	-13,157
	9,125	7,970	1,155
	25,000	21,401	3,599
	62,690	59,755	2,935
	137,310	98,522	38,788
	9,124	9,334	-210
	6,083	11,876	-5,793
	6,446	7,358	-912
	9,555	4,738	4,817
	5,819	5,196	623
	8,953	9,123	-170
	11,155	12,149	-994
	5,398	6,687	-1,289
	1,651	15,352	-13,701
	16,464	18,959	-2,495
	11,031	6,336	4,695
	5,274	3,689	1,585
	2,793	12,536	-9,743
	7,076	8,043	-967
	2,696	2,036	660
	6,436	8,370	-1,934
	14,270	7,793	6,477
	8,944	10,572	-1,628
	16,766	17,812	-1,046
	11,040	12,546	-1,506
	12,739	8,186	4,553
	13,685	14,236	-551
	7,067	6,365	702
	22,608	24,097	-1,489
	12,521	6,186	6,335
	15,946	3,819	12,127
	14,288	23,302	-9,014
	27,904	24,312	3,592
	17,251	17,359	-108
	13,226	9,764	3,462
	7,385	8,844	-1,459
	6,713	14,071	-7,358
	9,775	10,284	-509
	9,578	7,881	1,697
	23,495	16,940	6,555
	10,401	13,429	-3,028
	3,544	3,799	-255
	2,058	2,847	-789
	2,511	3,811	-1,300
	14,571	12,798	1,773
	2,217	1,783	434
	7,351	9,779	-2,428
	880	577	303
	1,298	911	387
	3,274	4,001	-727
	10,280	10,427	-147
	4,342	4,454	-112
	1,672	1,625	47
	20,000	18,766	1,234
	20,000	19,720	280
	4,907	5,504	-597
	6,404	7,021	-617
	966	2,568	-1,602
	907	1,120	-213
	817	1,059	-242
	1,349	1,857	-508
	1,973	2,129	-156
	3,946	4,984	-1,038
	1,679	1,715	-36
	620	870	-250
	4,829	5,660	-831
	2,308	2,031	277
	1,663	740	923
	2,356	2,089	267
	454	583	-129
	3,406	4,824	-1,418
	1,988	1,718	270
	1,775	3,053	-1,278
	818	984	-166
	2,529	2,452	77
	1,677	2,369	-692
	1,607	1,198	409
	4,513	3,741	772
	20,000	20,503	-503
	1,659	1,877	-218
	1,327	1,552	-225
	965	1,144	-179
	2,365	2,487	-122
	2,562	3,071	-509
	2,389	2,578	-189
	2,161	1,586	575
	3,894	2,805	1,089
	3,042	2,998	44
	417	418	-1
	570	532	38
	1,710	1,620	90
	4,515	4,315	200
	3,018	2,502	516
	5,412	5,499	-87
	1,466	1,418	48
	2,228	2,289	-61
	945	1,322	-377
	5,963	2,044	3,919
	1,037	1,050	-13
	1,761	2,101	-340
	2,775	1,497	1,278
	18,529	16,547	1,982
	1,624	1,732	-108
	1,088	644	444
	2,212	2,672	-460
	6,630	3,667	2,963
	301	60	241
	1,849	2,159	-310
	551	7,119	-6,568
	1,973	2,131	-158
	3,750	3,941	-191
	824	989	-165
	3,543	3,446	97
	1,189	1,217	-28
	3,132	1,249	1,883
	3,789	3,914	-125
	3,681	4,212	-531
	1,561	2,529	-968
	2,372	1,367	1,005
	2,460	9,097	-6,637
	1,239	7,076	-5,837
	2,275	3,130	-855
	3,371	3,537	-166
	1,357	723	634
	3,767	3,792	-25
	2,855	2,351	504
	1,088	1,125	-37
	2,934	3,622	-688
	3,501	4,435	-934
	2,325	1,368	957
	3,303	3,561	-258
	2,301	2,514	-213
	10,547	11,247	-700
	139,126	87,734	51,392
	17,143	18,050	-907
	48,784	43,710	5,074
	67,354	63,342	4,012
	445,699	436,874	8,825
	183,821	167,314	16,507
	29,002	28,805	197
	205,254	209,591	-4,337
	8,666	8,080	586
	143,365	104,072	39,293
	18,979	17,914	1,065
	213,482	209,496	3,986
	206,833	191,203	15,630
	26,577	22,400	4,177
	8,970	9,819	-849
	5,794	4,949	845
	5,504	4,648	856
	17,445	14,499	2,946
	15,706	14,624	1,082
	29,239	14,259	14,980
	19,016	18,755	261
	13,041	13,828	-787
	8,186	16,386	-8,200
	9,380	12,746	-3,366
	10,141	6,643	3,498
	7,528	6,202	1,326
	6,211	6,084	127
	6,863	6,491	372
	7,598	7,388	210
	8,064	4,616	3,448
	4,944	4,952	-8
	5,438	5,428	10
	20,625	20,603	22
	19,996	5,092	14,904
	9,924	14,381	-4,457
	10,525	12,006	-1,481
	14,400	17,578	-3,178
	7,719	5,284	2,435
	10,983	8,477	2,506
	10,362	10,551	-189
	5,957	4,753	1,204
	5,016	3,306	1,710
	12,118	8,571	3,547
	11,024	24,329	-13,305
	6,695	5,677	1,018
	13,337	13,133	204
	5,613	6,012	-399
	10,103	14,236	-4,133
	11,989	8,215	3,774
	12,640	2,817	9,823
	11,912	6,653	5,259
	3,644	7,771	-4,127
	3,155	24,285	-21,130
	26,132	33,958	-7,826
	8,010	9,308	-1,298
	9,196	14,504	-5,308
	6,131	8,498	-2,367
	8,874	13,173	-4,299
	175,000	218,066	-43,066
	11,761	10,290	1,471
	2,801	2,414	387
	19,607	5,468	14,139
	10,115	15,299	-5,184
	4,158	9,779	-5,621
	8,256	9,119	-863
	12,760	11,126	1,634
	27,472	11,120	16,352
	14,143	12,251	1,892
	11,234	9,507	1,727
	8,380	8,753	-373
	15,303	7,136	8,167
	18,240	11,672	6,568
	10,572	10,605	-33
	320	275	45
	21,821	20,523	1,298
	9,722	8,215	1,507
	17,518	20,684	-3,166
	14,083	11,263	2,820
	245	13,343	-13,098
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			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194
			175,194

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			-707
b			-1,412
c			-1,955
d			503
e			20
			-794
			1,949
			3,543
			945
			1,267
			4,965
			2,121
			-541
			2,554
			-1,006
			-82
			562
			2,010
			9,322
			8,828
			2,162
			587
			1,735
			3,922
			4,430
			-3,107
			441
			-13,157
			1,155
			3,599
			2,935
			38,788
			-210
			-5,793
			-912
			4,817
			623
			-170
			-994
			-1,289
			-13,701
			-2,495
			4,695
			1,585
			-9,743
			-967
			660
			-1,934
			6,477
			-1,628
			-1,046
			-1,506
			4,553
			-551
			702
			-1,489
			6,335
			12,127
			-9,014
			3,592
			-108
			3,462
			-1,459
			-7,358
			-509
			1,697
			6,555
			-3,028
			-255
			-789
			-1,300
			1,773
			434
			-2,428
			303
			387
			-727
			-147
			-112
			47
			1,234
			280
			-597
			-617
			-1,602
			-213
			-242
			-508
			-156
			-1,038
			-36
			-250
			-831
			277
			923
			267
			-129
			-1,418
			270
			-1,278
			-166
			77
			-692
			409
			772
			-503
			-218
			-225
			-179
			-122
			-509
			-189
			575
			1,089
			44
			-1
			38
			90
			200
			516
			-87
			48
			-61
			-377
			3,919
			-13
			-340
			1,278
			1,982
			-108
			444
			-460
			2,963
			241
			-310
			-6,568
			-158
			-191
			-165
			97
			-28
			1,883
			-125
			-531
			-968
			1,005
			-6,637
			-5,837
			-855
			-166
			634
			-25
			504
			-37
			-688
			-934
			957
			-258
			-213
			-700
			51,392
			-907
			5,074
			4,012
			8,825
			16,507
			197
			-4,337
			586
			39,293
			1,065
			3,986
			15,630
			4,177
			-849
			845
			856
			2,946
			1,082
			14,980
			261
			-787
			-8,200
			-3,366
			3,498
			1,326
			127
			372
			210
			3,448
			-8
			10
			22
			14,904
			-4,457
			-1,481
			-3,178
			2,435
			2,506
			-189
			1,204
			1,710
			3,547
			-13,305
			1,018
			204
			-399
			-4,133
			3,774
			9,823
			5,259
			-4,127
			-21,130
			-7,826
			-1,298
			-5,308
			-2,367
			-4,299
			-43,066
			1,471
			387
			14,139
			-5,184
			-5,621
			-863
			1,634
			16,352
			1,892
			1,727
			-373
			8,167
			6,568
			-33
			45
			1,298
			1,507
			-3,166
			2,820
			-13,098

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	346,158
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,662
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	6,662
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	6,662
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	10,938
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	10,938
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,276
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax3,332	Refunded	11	944

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

BNY MELLON NA Telephone no. right arrow

(617) 722-7353

Located at right arrow

PO BOX 185PITTSBURGHPA ZIP+4 right arrow

152300185

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JAMESON S FRENCH	TRUSTEE 5	0
45 DRIFTWOOD LANE PORTSMOUTH,NH03801	TRUSTEE 5	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,391,803

Average of monthly cash balances.......................

161,805

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,553,608

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,553,608

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

128,304

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,425,304

Minimum investment return. Enter 5% (0.05) of line 5................

421,265

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.)

Minimum investment return from Part IX, line 6..................

421,265

Tax on investment income for 2022 from Part V, line 5.......

6,662

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,662

Distributable amount before adjustments. Subtract line 2c from line 1............

414,603

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

414,603

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

414,603

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

438,240

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

438,240

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					414,603
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......	0
b From 2019......	0
c From 2020......	16,806
d From 2021......	5,915
e From 2022......	38,644
f Total of lines 3a through e ........		61,365
4Qualifying distributions for 2023 from Part
XI, line 4: $ 438,240
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.....					414,603
e Remaining amount distributed out of corpus		23,637
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		85,002
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		85,002
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	16,806
c Excess from 2021....	5,915
d Excess from 2022....	38,644
e Excess from 2023....	23,637

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
YMCA CAMP HORSESHOE HORSESHOE RUN RD PARSONS,WV26287	NONE	PC	GENERAL OPERATING	15,000
RAYMOND COALITION FOR YOUTH 4 EPPING ST RAYMOND,NH03077	NONE	PC	GENERAL OPERATING	1,500
THE DUDLEY FOUNDATION 500 1ST STREET SUITE 2 WAUSAU,WI54403	NONE	PC	GENERAL OPERATING	2,500
FOREST STEWARDS GUILD 2019 GALISTEO ST SANTA FE,NM87505	NONE	PC	GENERAL OPERATING	5,000
NH AUDUBON SOCIETY 84 SILK FARM ROAD CONCORD,NH03301	NONE	PC	GENERAL OPERATING	5,000
SWIM WITH A MISSION 1 HARDY ROAD 127 BEDFORD,NH03110	NONE	PC	GENERAL OPERATING	5,000
CONSERVATION FISHERIES 3424 DIVISION ST KNOXVILLE,TN37919	NONE	PC	GENERAL OPERATING	7,000
WEST VIRGINIA CAMP HORSESHOE 1549 UNIVERSITY AVE MORGANTOWN,WV26506	NONE	PC	GENERAL OPERATING	3,000
LAND CONSERVATION ASSISTANCE NETWORK 106 LAFAYETTE ST STE 3G YARMOUTH,ME040966125	NONE	PC	GENERAL OPERATING	30,000
SOUTHEAST LAND TRUST OF NEW HAMPSHIRE 247 N RIVER RD EPPING,NH030421519	NONE	PC	GENERAL OPERATING	8,000
PRESCOTT PARK ARTS FESTIVAL INC PO BOX 4370 PORTSMOUTH,NH03802	NONE	PC	GENERAL OPERATING	5,000
NEW HAMPSHIRE PROJECT LEARNING TREE 54 PORTSMOUTH ST CONCORD,NH03301	NONE	PC	GENERAL OPERATING	5,000
PLANNED PARENTHOOD OF NEW ENGLAND 784 HERCULES DR STE 110 COLCHESTER,VT05446	NONE	PC	GENERAL OPERATING	7,000
VERMONT WOODLANDS ASSOCIATION PO BOX 24 GREENWICH,NY128340024	NONE	PC	GENERAL OPERATING	2,000
NEW ENGLAND FORESTRY FOUNDATION INC 32 FOSTER ST LITTLETON,MA01460	NONE	PC	GENERAL OPERATING	10,000
BABSON COLLEGE 231 FOREST STREET ROOM 161 NIC WELLESLEY,MA024816834	NONE	PC	GENERAL OPERATING	10,000
GOVERNORS ACADEMY 1 ELM STREET BYFIELD,MA01922	NONE	PC	GENERAL OPERATING	17,500
BRIGHAM AND WOMENS HOSPITAL 75 FRANCIS STREET BOSTON,MA02115	NONE	PC	GENERAL OPERATING	5,000
REGIONAL ENVIRONMENTAL COUNCIL INC 42 LAGRANGE ST REAR WORCESTER,MA01610	NONE	PC	GENERAL OPERATING	5,000
CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON,CT063204125	NONE	PC	GENERAL OPERATING	13,000
SAVE THE SOUND 900 CHAPEL ST STE 2202 NEW HAVEN,CT065102806	NONE	PC	GENERAL OPERATING	3,500
RUNWAY FOR RECOVERY 65 MIDDLE ST NEWBURYPORT,MA019502863	NONE	PC	GENERAL OPERATING	5,000
GREAT MOUNTAIN FOREST CORPORATION 10 STATION PLACE PO BOX 534 NORFOLK,CT06058	NONE	PC	GENERAL OPERATING	5,000
GOOD SHEPHERD SCHOOL 83 E CHESTER ST KINGSTON,NY124014122	NONE	PC	GENERAL OPERATING	2,500
CHALLENGE UNLIMITED INC 456 LOWELL ST ANDOVER,MA018105305	NONE	PC	GENERAL OPERATING	5,000
NH LAKES ASSOCIATION 14 HORSESHOE POND L CONCORD,NE03301	NONE	PC	GENERAL OPERATING	3,000
NAMI NEW HAMPSHIRE 85 N STATE ST CONCORD,NH033014334	NONE	PC	GENERAL OPERATING	5,000
PISCATAQUOG LAND CONSERVANCY 5A MILL ST NEW BOSTON,NH030703825	NONE	PC	GENERAL OPERATING	5,000
TRUST FOR PUBLIC LAND 23 GEARY ST STE 1000 SAN FRANCISCO,CA94108	NONE	PC	GENERAL OPERATING	8,000
FRIENDS OF BIG ISLAND POND PO BOX 222 HAMPSTEAD,NH038410222	NONE	PC	GENERAL OPERATING	22,000
CAMP SUNSHINE PO BOX 48 AURORA,OH442020048	NONE	PC	GENERAL OPERATING	8,000
GRANITE STATE WOODLAND INSTITUTE 54 PORTSMOUTH ST CONCORD,NH033015486	NONE	PC	GENERAL OPERATING	27,500
WHITE BUFFALO 223 DOUBLE ARROW RD SANTA FE,NM875058142	NONE	PC	GENERAL OPERATING	4,000
FRIENDS OF NATIONAL GUARD FAMILIES 212 HUMPHREY STREET SWAMPSCOTT,MA01907	NONE	PC	GENERAL OPERATING	4,000
GREAT PLAINS CONSERVATION FOUNDATION 165 CAT ROCK LN JUPITER,FL334582874	NONE	PC	GENERAL OPERATING	5,000
NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON,VA201905361	NONE	PC	GENERAL OPERATING	10,000
NE DISABLED ATHLETIC ASSOCIATION 82 KILLARNEY DRIVE BURLINGTON,VT05408	NONE	PC	GENERAL OPERATING	4,000
YOUNG AMERICANS FOR FREEDOM 216 FLIM FLAM CIRCLE APT 216D OXFORD,MS386557507	NONE	PC	GENERAL OPERATING	5,000
BLUEFIN COALITION PO BOX 465 ORGUNQUIT,ME039070465	NONE	PC	GENERAL OPERATING	5,000
ISLAND CONSERVATION 2100 DELAWARE AVE STE 1 SANTA CRUZ,CA950606362	NONE	PC	GENERAL OPERATING	14,000
LOW IMPACT HYDROPOWER INSTITUTE 1167 MASSACHUSETTS AVE STE 407 ARLINGTON,MA024764346	NONE	PC	GENERAL OPERATING	1,000
NORTHERN FOREST CENTER 18 N MAIN ST 204 CONCORD,NH03301	NONE	PC	GENERAL OPERATING	5,000
MAINE CHILDRENS HOME 93 SILVER ST WATERVILLE,ME04901	NONE	PC	GENERAL OPERATING	2,000
VERMONT ASSOCIATION FOR THE BLIND 60 KIMBALL AVE SOUTH BURLINGTON,VT05403	NONE	PC	GENERAL OPERATING	12,000
BURLINGTON BOYS AND GIRLS CLUB 62 OAK ST BURLINGTON,VT05401	NONE	PC	GENERAL OPERATING	2,000
SARA HOLBROOK COMMUNITY CENTER 66 NORTH AVE BURLINGTON,VT05401	NONE	PC	GENERAL OPERATING	2,000
SUMMER CAMP 5000 STATE ROAD 67 NORTH MARTINSVILLE,IN46151	NONE	PC	GENERAL OPERATING	2,000
MERRIMACK RIVER WATERSHED COUNCIL 60 ISLAND ST 211-E LAWRENCE,MA01840	NONE	PC	GENERAL OPERATING	1,000
FRIENDS FOREVER INTERNATIONAL MORGAN WAY DURHAM,NH03824	NONE	PC	GENERAL OPERATING	10,000
FRIENDS OF THE MUSIC HALL 28 CHESTNUT STREET PORTSMOUTH,NH03801	NONE	PC	GENERAL OPERATING	5,000
BLACKSTONE RIVER COALITION PO BOX 70477 WORCESTER,MA01607	NONE	PC	GENERAL OPERATING	7,000
GUILFORD LAND CONSERVATION TRUST PO BOX 200 GUILFORD,CT06437	NONE	PC	GENERAL OPERATING	15,000
LAKE CHAMPLAIN MARITIME MUSEUM 4472 BASIN HARBOR RD VERGENNES,VT05491	NONE	PC	GENERAL OPERATING	2,000
EB DANIELS FUND 101 MONROE STREET DENVER,CO80206	NONE	PC	GENERAL OPERATING	1,000
VT AUDUBON SOCIETY 255 SHERMAN HOLLOW ROAD HUNTINGTON,VT05462	NONE	PC	GENERAL OPERATING	5,000
CLEAN ENERGY OF NH 125 N STATE STREET CONCORD,NH03301	NONE	PC	GENERAL OPERATING	10,000
CAMP TA KUM TA 77 SUNSET VIEW RD SOUTH HERO,VT05486	NONE	PC	GENERAL OPERATING	3,000
MASS FOREST ALLIANCE 249 LAKESIDE AVE MARLBOROUGH,MA01752	NONE	PC	GENERAL OPERATING	1,000
MIDDLEBURY STUDIO SCHOOL INC 2377 US-7 MIDDLEBURY,VT05753	NONE	PC	GENERAL OPERATING	5,000
MASS EYE AND EAR 243 CHARLES STREET BOSTON,MA02114	NONE	PC	GENERAL OPERATING	4,000
SOCIETY FOR PROTECTION OF NH FORESTS 54 PORTSMOUTH ST CONCORD,NH03301	NONE	PC	GENERAL OPERATING	10,000
REAL AMERICA HARDWOOD COALITION 337 SUPERIOR AVENUE CRYSTAL FALLS,MI49920	NONE	PC	GENERAL OPERATING	5,000
TUNNELS TO TOWERS FOUNDATION 2631 HYLAN BLVD STATEN ISLAND,NY10306	NONE	PC	GENERAL OPERATING	3,000
Total ................................. 3a				425,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	113,550
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	346,158
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	2,171
bPARTNERSHIP INCOME	900099	199	1	82,568
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		199		544,447

13Total. Add line 12, columns (b), (d), and (e)..................

544,646

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
37045V100 GENERAL MOTORS CO	AT COST	14,839	16,523
443573100 HUBSPOT INC	AT COST	14,276	38,316
617446448 MORGAN STANLEY DEAN	AT COST	25,297	34,503
999137425 FUGIO PRIVATE EQUITY
037833100 APPLE COMPUTER INC C	AT COST	68,623	155,949
023135106 AMAZON COM INC	AT COST	35,478	118,665
05569M814 BNY MELLON INTERMEDI	AT COST	124,820	117,328
G5960L103 MEDTRONIC PLC	AT COST	47,429	42,920
05569M509 BNY MELLON MID CAP S	AT COST	875,200	1,060,163
235851102 DANAHER CORP COMMON	AT COST	47,039	49,969
74762E102 QUANTA SVCS INC
79466L302 SALESFORCE COM INC
902973304 US BANCORP DEL
05569M301 BNY MELLON INCOME ST
05569M830 BNY MELLON BOND FD C	AT COST	343,919	310,248
20030N101 COMCAST CORP NEW CL
233203421 DFA EMERG MKTS CORE	AT COST	228,996	259,910
532457108 ELI LILLY & CO COM	AT COST	11,726	62,955
9AA011765 LIAB-FUGIO IX
9TA000262 LIAB-FUGIO X
90138F102 TWILIO INC - A
05569M475 BNY MELLON FOCUSED E
56585A102 MARATHON PETROLEUM C	AT COST	12,975	28,930
58933Y105 MERCK & CO INC
747525103 QUALCOMM INC
9AA011757 FUGIO PRIVATE EQUITY	AT COST	153,422	375,502
9FF000705 LIAB-BNY MPE FUND VI
99VVAGM00 FUGIO PRIVATE EQUITY	AT COST	78,186	223,295
084670702 BERKSHIRE HATHAWAY I	AT COST	46,302	77,039
17275R102 CISCO SYS INC	AT COST	38,911	44,458
42809H107 HESS CORP
9TA000254 FUGIO PRIVATE EQUITY	AT COST	196,255	304,404
02079K107 ALPHABET INC	AT COST	56,496	157,983
04621X108 ASSURANT INC	AT COST	10,634	12,805
05569M855 BNY MELLON EMERGING
05569M871 BNY MELLON INTL FD C
060505104 BANK AMER CORP
219350105 CORNING INC COM
35671D857 FREEPORT-MCMORAN COP	AT COST	17,444	32,353
075887109 BECTON DICKINSON AND	AT COST	42,829	42,914
46625H100 J P MORGAN CHASE & C	AT COST	25,699	61,236
594918104 MICROSOFT CORP COM	AT COST	72,065	213,967
9FF000697 FUGIO PRIVATE EQUITY	AT COST	55,875	316,695
929089100 VOYA FINANCIAL INC	AT COST	6,189	13,133
999G31839 LIAB-FUGIO PRIVATE E
05587K824 BNYM SEL MGR S/C VAL
05589K400 BNYM FLTNG RT INC-Y	AT COST	25,390	23,595
46120E602 INTUITIVE SURGICAL I
502431109 L3HARRIS TECHNOLOGIE
852234103 SQUARE INC - A	AT COST	34,683	27,769
20825C104 CONOCOPHILLIPS	AT COST	13,050	13,580
666807102 NORTHROP GRUMMAN COR	AT COST	34,987	38,387
67066G104 NVIDIA CORP	AT COST	11,950	99,044
808513105 SCHWAB CHARLES CORP
031100100 AMETEK INC NEW	AT COST	12,953	21,436
038222105 APPLIED MATERIALS IN	AT COST	13,290	40,193
05587K857 BNYM INTL STCK-Y	AT COST	274,065	379,147
H1467J104 CHUBB LTD
05587K865 BNYM SELECT MGR S/C
05588E850 BNY MELLON HIGH YIEL	AT COST	45,733	41,129
05587K832 BNYM US EQUITY FUND-
05588D753 BNY MELLON INTL EQTY
989207105 ZEBRA TECHNOLOGIES C
22788C105 CROWDSTRIKE HOLDINGS
G46188101 HORIZON THERAPEUTICS
25659T107 DOLBY LABORATORIES I
443510607 HUBBELL INC COM
09857L108 BOOKING HOLDINGS INC
03662Q105 ANSYS INC
65341B106 NEXTERA ENERGY PARTN
98980L101 ZOOM VIDEO COMMUNICA
81181C104 SEAGEN INC
G29183103 EATON CORP PLC	AT COST	13,651	35,401
252131107 DEXCOM INC
45687V106 INGERSOLL RAND INC	AT COST	15,019	33,102
88160R101 TESLA MOTORS INC
00287Y109 ABBVIE INC	AT COST	42,494	51,450
G8994E103 TRANE TECHNOLOGIES P	AT COST	10,286	26,097
90353T100 UBER TECHNOLOGIES IN	AT COST	14,731	22,781
871829107 SYSCO CORP
30161N101 EXELON CORP
03076C106 AMERIPRISE FINL INC
58155Q103 MCKESSON CORPORATION
91324P102 UNITED HEALTH GROUP	AT COST	39,058	45,803
26884L109 EQT CORP COM
70614W100 PELOTON INTERACTIVE
G4863A108 INTERNATIONAL GAME T	AT COST	32,243	33,166
573874104 MARVELL TECHNOLOGY I
30744W107 FARFETCH LTD -CLASS
G0403H108 AON PLC/IRELAND A	AT COST	17,355	20,371
57667L107 MATCH GROUP INC
200340107 COMERICA INC COM
12572Q105 CME GROUP INC	AT COST	47,732	51,808
443201108 HOWMET AEROSPACE INC	AT COST	8,247	14,612
013872106 ALCOA UPSTREAM CORP
254687106 DISNEY (WALT) COMPAN	AT COST	28,098	23,024
23804L103 DATADOG INC
090043100 BILL.COM HOLDINGS IN
30231G102 EXXON MOBIL CORP	AT COST	22,087	38,592
172908105 CINTAS CORP	AT COST	14,984	22,298
28176E108 EDWARDS LIFESCIENCES
59156R108 METLIFE INC
26875P101 EOG RES INC
460690100 INTERPUBLIC GROUP OF	AT COST	20,339	21,869
42824C109 HEWLETT PACKARD ENTE
21037T109 CONSTELLATION ENERGY	AT COST	15,566	32,729
759916109 REPLIGEN CORP	AT COST	14,964	14,384
G3223R108 EVEREST RE GRP LTD
16679L109 CHEWY INC - CLASS A	AT COST	22,419	20,086
G7496G103 RENAISSANCERE HLDGS	AT COST	24,259	22,540
05569M806 BNY MELLON SMALL CAP	AT COST	350,000	355,851
9EEA00053 FUGIO FUND XII PE, L	AT COST	62,500	59,507
518439104 ESTEE LAUDER COMPANI
69351T106 PPL CORP
517834107 LAS VEGAS SANDS CORP	AT COST	17,644	20,176
020002101 ALLSTATE CORP COM	AT COST	31,024	31,216
444859102 HUMANA INC COM
016255101 ALIGN TECHNOLOGY INC	AT COST	24,578	28,222
806857108 SCHLUMBERGER LIMITED	AT COST	37,098	45,275
9EEA00046 FUGIO FUND XII VC, L	AT COST	62,500	52,848
375558103 GILEAD SCIENCES INC
09073M104 BIO-TECHNE CORP	AT COST	19,489	17,592
149123101 CATERPILLAR INC
38141G104 GOLDMAN SACHS GROUP	AT COST	23,882	27,004
743315103 PROGRESSIVE CORP OHI	AT COST	20,358	25,485
9EEA00020 LIAB-FUGIO FUND XII
681919106 OMNICOM GROUP INC CO
110448107 BRITISH AMERICAN TOB
039483102 ARCHER DANIELS MIDLA
452327109 ILLUMINA INC	AT COST	27,272	23,671
776696106 ROPER INDS INC NEW	AT COST	29,509	39,252
82509L107 SHOPIFY INC-A W/I	AT COST	35,882	40,508
G16962105 BUNGE LIMITED
64110L106 NETFLIX COM INC
75513E101 RAYTHEON TECHNOLOGIE
550021109 LULULEMON ATHLETICA	AT COST	15,997	22,497
595112103 MICRON TECHNOLOGY
31620M106 FIDELITY NATL INFORM
80105N105 SANOFI-SYNTHELABO	AT COST	31,211	31,330
9EEA00061 LIAB-FUGIO FUND XII
31618H283 FIDELITY ADV INTL SM	AT COST	123,091	130,425
00206R102 AT&T INC	AT COST	18,924	20,472
00771X419 G Q G PART EMERG MKT	AT COST	140,000	153,255
026874784 AMERICAN INTERNATION	AT COST	12,468	14,905
03990B101 ARES MANAGEMENT CORP	AT COST	19,385	28,541
125269100 CF INDS HLDGS INC	AT COST	12,064	13,515
191216100 COCA-COLA CO USD	AT COST	17,297	18,268
22160N109 COSTAR GROUP INC	AT COST	24,423	29,713
25746U109 DOMINION RES INC VA	AT COST	31,976	31,490
38145N220 GOLDMAN SACHS ABS RE	AT COST	85,000	86,844
458140100 INTEL CORPORATION	AT COST	12,831	18,593
464287200 ISHARES S&P 500 INDE	AT COST	438,352	477,630
464287804 ISHARES TR S & P SMA	AT COST	739,178	811,875
46432F842 ISHARES CORE MSCI EA	AT COST	407,010	422,100
49177J102 KENVUE INC	AT COST	25,679	20,884
651639106 NEWMONT MINING CORP	AT COST	32,047	33,526
674599105 OCCIDENTAL PETROLEUM	AT COST	20,754	20,899
74925K581 ROBECO BP LNG/SHRT R	AT COST	85,000	79,925
778296103 ROSS STORES INC	AT COST	13,024	15,915
780259305 SHELL PLC-W/I-ADR	AT COST	21,929	23,688
803607100 SAREPTA THERAPEUTICS	AT COST	20,843	17,550
92338C103 VERALTO CORP-W/I	AT COST	12,643	13,491
98978V103 ZOETIS INC	AT COST	12,874	14,013
G25508105 CRH ORD	AT COST	26,553	32,505
H11356104 BUNGE GLOBAL SA	AT COST	12,666	11,508

Description	Amount
MUTUAL FUND TIMING ADJ	474
ROC ON CY SALES	674
PY RETURN OF CAPITAL ADJUSTMENT	140
PARTNERSHIP INCOME ADJUSTMENT	41,617
ROUNDING	6

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
STATE AG FEE	125	0	125
ADR FEE	72	72	0
PARTNERSHIP EXPENSE	41,150	41,150	0

Category	Amount	Net Investment Income
FOREIGN TAXES	2,071	2,071
FEDERAL TAX PAYMENT - PRIOR YE	14,544	0
FEDERAL ESTIMATES - PRINCIPAL	5,688	0
FOREIGN TAXES ON NONQUALIFIED	807	807

Description	Amount
PARTNERSHIP DISTRIBUTIONS	53,414
FUGIO V BASIS ADJUSTMENT	13,098