Form990-PF

Department of the Treasury
Internal Revenue Service

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

25-6021190
B Telephone number (see instructions)

(412) 762-8660
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$3,773,102J 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... 87,770 86,134  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 339,193
b Gross sales price for all assets on line 6a 3,003,294
7 Capital gain net income (from Part IV, line 2)... 339,193
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,327    
12 Total. Add lines 1 through 11........ 429,290 425,327  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,125 19,063   19,062
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,324 821   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,451 19,886 0 19,062
25 Contributions, gifts, grants paid....... 168,245 168,245
26 Total expenses and disbursements. Add lines 24 and 25 207,696 19,886 0 187,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 221,594
b Net investment income (if negative, enter -0-) 405,441
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......... 185,298 103,870 103,870
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)....... 507,554    
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).......... 2,551,906 Click to see attachment
List of Attached Documents:
// Content
3,359,972 		3,669,232
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) 3,244,758 3,463,842 3,773,102
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........ 3,244,758 3,463,842
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)..... 3,244,758 3,463,842
30 Total liabilities and net assets/fund balances (see instructions). 3,244,758 3,463,842
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
3,244,758
2
Enter amount from Part I, line 27a .....................
2
221,594
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,081
4
Add lines 1, 2, and 3 ..........................
4
3,469,433
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,591
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,463,842
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 11. AMAZON COM INC   2022-08-30 2023-02-09
b 5. AMAZON COM INC   2021-08-26 2023-02-09
c 23. GOLDMAN SACHS GROUP INC   2021-03-15 2023-02-09
d 1. CITIBANK ADR SETTLEMENT (15CV09185M) VAR   2001-01-01 2023-02-28
e 191. FIDELITY REAL ESTATE ETF ETF   2022-09-16 2023-03-08
2831. FIDELITY REAL ESTATE ETF ETF   2020-04-27 2023-03-08
117. BANK OF AMERICA CORP   2018-07-27 2023-03-14
10. CDW CORP/DE   2019-07-12 2023-03-14
25. JPMORGAN CHASE & CO   2009-07-28 2023-03-14
11. MICROSOFT CORP   2018-09-14 2023-03-14
39. MORGAN STANLEY   2020-01-27 2023-03-14
45. AVERY DENNISON CORP   2021-02-24 2023-04-12
161. CAPRI HLDGS LTD SEDOL   2021-12-17 2023-04-12
99.586 BAIRD MIDCAP INST   2022-07-07 2023-04-18
361.396 BAIRD MIDCAP INST   2016-10-19 2023-04-18
1800.506 OAKMARK INTL SM CAP-R6   2019-05-29 2023-04-18
297.751 NUANCE MID CAP VALUE-Z   2022-02-28 2023-04-18
749.32 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-02-28 2023-04-18
8557.507 WASATCH INTL OPPORTUNIT-INST   2022-02-28 2023-04-18
24. ABBOTT LABORATORIES INC   2022-05-11 2023-04-24
117. ABBOTT LABORATORIES INC   2021-02-10 2023-04-24
134. ABBVIE INC   2020-02-12 2023-04-24
374.162 PZENA EMERG MKTS VALUE-INST   2022-09-16 2023-04-24
23. AIR PRODUCTS & CHEMICALS INC   2022-11-18 2023-04-24
345. ALPHABET INC/CA-CL A   2008-02-08 2023-04-24
13. AMAZON COM INC   2022-08-30 2023-04-24
260. AMAZON COM INC   2018-02-02 2023-04-24
38. AMERICAN WATER WORKS CO INC   2016-02-18 2023-04-24
427. APPLE INC   2009-07-28 2023-04-24
5. AUTOZONE INC   2018-10-11 2023-04-24
3043.835 BAIRD MIDCAP INST   2016-10-19 2023-04-24
139.241 BAIRD AGGREGATE BOND FUND FD 72   2022-09-16 2023-04-24
2116.298 BAIRD AGGREGATE BOND FUND FD 72   2022-11-18 2023-04-24
16540.061 BAIRD AGGREGATE BOND FUND FD 72   2019-08-29 2023-04-24
335. BANK OF AMERICA CORP   2019-01-31 2023-04-24
16. BLACKROCK INC   2020-08-07 2023-04-24
325.98 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2022-09-16 2023-04-24
4004.114 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2022-11-18 2023-04-24
39589.855 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2021-03-23 2023-04-24
94. BLACKSTONE INC   2021-11-22 2023-04-24
31. BROADCOM INC   2019-02-08 2023-04-24
79. CDW CORP/DE   2019-07-11 2023-04-24
108. CVS HEALTH CORPORATION   2022-09-15 2023-04-24
42. CADENCE DESIGN SYSTEMS INC   2023-03-14 2023-04-24
73. CELANESE CORP   2023-04-12 2023-04-24
72. CHEVRON CORPORATION   2022-03-03 2023-04-24
28. CINTAS CORP   2019-04-24 2023-04-24
240. COCA COLA CO   2022-06-02 2023-04-24
215. COMCAST CORPORATION CL A   2011-10-20 2023-04-24
25. COSTCO WHOLESALE CORP   2018-07-27 2023-04-24
26. DEERE & CO   2021-01-13 2023-04-24
52. DICK'S SPORTING GOODS, INC.   2023-04-12 2023-04-24
237. EXXON MOBIL CORP   2021-02-19 2023-04-24
25. META PLATFORMS INC   2023-04-12 2023-04-24
49. META PLATFORMS INC   2016-03-03 2023-04-24
163. FORTINET INC   2020-05-12 2023-04-24
238. FOX CORP - CLASS A - W/I   2022-04-20 2023-04-24
8.965 OAKMARK INTL SM CAP-R6   2019-05-29 2023-04-24
57. HOME DEPOT INC   2012-01-11 2023-04-24
232. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2023-04-24
260. ISHARES BARCLAYS 7-10 YEAR TREASURY   2019-08-29 2023-04-24
682. ISHARES CORE S&P SMALL CAP ETF   2020-04-27 2023-04-24
143. JPMORGAN CHASE & CO   2009-07-28 2023-04-24
19. LAM RESEARCH CORP   2020-01-17 2023-04-24
61. ELI LILLY & CO   2018-07-13 2023-04-24
28. LOCKHEED MARTIN CORP   2022-06-02 2023-04-24
54.792 NUANCE MID CAP VALUE-Z   2022-09-16 2023-04-24
464.067 NUANCE MID CAP VALUE-Z   2022-11-18 2023-04-24
5093.287 NUANCE MID CAP VALUE-Z   2022-02-28 2023-04-24
50. MASTERCARD INC CL A   2021-11-22 2023-04-24
40. MCDONALD'S CORP   2022-11-22 2023-04-24
21. MERCK & CO INC   2022-05-11 2023-04-24
193. MERCK & CO INC   2020-02-28 2023-04-24
251. MICROSOFT CORP   2006-07-24 2023-04-24
143. MORGAN STANLEY   2020-01-27 2023-04-24
46. MOTOROLA SOLUTIONS INC   2019-10-04 2023-04-24
126. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2023-04-24
210.448 PIMCO INCOME FUND CLASS INS   2022-11-18 2023-04-24
11306.386 PIMCO INCOME FUND CLASS INS   2019-08-29 2023-04-24
12. PROCTER & GAMBLE CO   2022-12-06 2023-04-24
76. PROCTER & GAMBLE CO   2018-10-25 2023-04-24
79. QUANTA SVCS INC   2020-09-01 2023-04-24
37. S&P GLOBAL INC   2016-05-26 2023-04-24
274. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2023-04-24
42. STRYKER CORP   2019-08-08 2023-04-24
136. TJX COMPANIES INC NEW   2023-02-09 2023-04-24
72. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2023-04-24
19. TELEDYNE TECHNOLOGIES INC   2019-11-08 2023-04-24
25.708 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2023-04-24
838.163 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-02-28 2023-04-24
196. TRUIST FINANCIAL CORP   2016-06-29 2023-04-24
63. UNION PACIFIC CORP   2021-09-10 2023-04-24
50. UNITEDHEALTH GROUP INC   2016-10-28 2023-04-24
68. VISA INC CLASS A SHARES   2013-02-11 2023-04-24
80. WEC ENERGY GROUP INC   2009-07-28 2023-04-24
60. WASTE MANAGEMENT INC   2022-08-30 2023-04-24
3422.048 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2019-08-29 2023-04-24
17. ZOETIS INC   2022-05-11 2023-04-24
65. ZOETIS INC   2021-12-17 2023-04-24
41. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2023-04-24
105. BUNGE LIMITED MERGED 11/01/23   2021-02-22 2023-04-24
51380. BLACKROCK LIQ FDS FEDFUND-IN   2022-11-18 2023-05-25
19287. BLACKROCK LIQ FDS FEDFUND-IN   2023-04-24 2023-05-25
11484.452 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2023-04-24 2023-05-25
12529.727 DOUBLELINE FLEXIBLE INC-R6   2023-04-24 2023-05-25
154. ISHARES BARCLAYS 7-10 YEAR TREASURY   2022-09-16 2023-05-25
1451. ISHARES BARCLAYS 7-10 YEAR TREASURY   2019-08-29 2023-05-25
1535.969 MFS EMERGING MKTS DEBT FD-R6   2023-04-24 2023-05-25
3776.859 PGIM HIGH YIELD FUND CLASS R6   2023-04-24 2023-05-25
139.011 AMG RR SM CAP VAL-I   2023-04-24 2023-08-25
363.991 PZENA EMERG MKTS VALUE-INST   2022-09-16 2023-08-25
138.956 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2022-02-28 2023-08-25
153. ISHARES CORE S&P 500 ETF   2023-04-24 2023-08-25
68. ISHARES MSCI USA QUALITY FACTOR ETF   2023-04-24 2023-08-25
5.423 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-23 2023-08-25
344.799 MADISON MID CAP FUND-R6   2023-04-24 2023-08-25
49.702 PRINCIPAL MIDCAP FUND-R6   2023-04-24 2023-08-25
47.113 PRINCIPAL MIDCAP FUND-R6   2020-08-26 2023-08-25
176.52 TRANSAMERICA SM CAP GROW-I2   2023-04-24 2023-08-25
77.968 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-02-28 2023-08-25
17.334 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-24 2023-08-25
638.255 AMG RR SM CAP VAL-I   2023-04-24 2023-09-26
95.829 PZENA EMERG MKTS VALUE-INST   2022-09-16 2023-09-26
158.848 DODGE & COX INCOME FUND FD 147   2023-04-24 2023-09-26
5.793 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2023-09-26
61.2 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2022-02-28 2023-09-26
15. ISHARES CORE S&P 500 ETF   2023-04-24 2023-09-26
62. ISHARES MSCI EAFE VALUE ETF   2023-04-24 2023-09-26
28. ISHARES U S TREASURY BOND ETF   2023-05-25 2023-09-26
653. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-08 2023-09-26
271. ISHARES MSCI USA QUALITY FACTOR ETF   2023-04-24 2023-09-26
30. ISHARES MSCI INTL QUALITY FACTOR ETF   2023-04-24 2023-09-26
4.689 MFS EMERGING MKTS DEBT FD-R6   2023-04-24 2023-09-26
1300.023 MADISON MID CAP FUND-R6   2023-04-24 2023-09-26
531.231 PRINCIPAL MIDCAP FUND-R6   2020-08-26 2023-09-26
80.277 PGIM HIGH YIELD FUND CLASS R6   2023-04-24 2023-09-26
77.735 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2023-09-26
1267.791 TRANSAMERICA SM CAP GROW-I2   2023-04-24 2023-09-26
617.05 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-02-28 2023-09-26
392.03 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-24 2023-09-26
46.367 ALLSPRING CORE BOND FUND   2023-05-25 2023-09-26
13. ISHARES MSCI EAFE VALUE ETF   2023-04-24 2023-11-14
66. ISHARES MSCI EAFE VALUE ETF   2023-08-25 2023-11-14
1335. ISHARES MSCI EAFE VALUE ETF   2022-09-16 2023-11-14
16.88 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-23 2023-11-14
10.818 OAKMARK INTL SM CAP-R6   2023-08-25 2023-11-24
19.849 OAKMARK INTL SM CAP-R6   2019-05-29 2023-11-24
237.162 WCM FOCUSED INTL GROWTH-INS   2022-02-28 2023-11-24
85. ISHARES CORE S&P 500 ETF   2023-04-24 2023-11-24
7. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2023-11-24
122. ISHARES MSCI INTL QUALITY FACTOR ETF   2023-04-24 2023-11-24
162.729 MADISON MID CAP FUND-R6   2023-04-24 2023-11-24
80.451 PRINCIPAL MIDCAP FUND-R6   2020-08-26 2023-11-24
44.771 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2023-11-24
439.027 WASATCH INTL OPPORTUNIT-INST   2022-02-28 2023-11-24
42. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2023-11-24
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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    
(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 1,088   1,447 -359
b 495   869 -374
c 8,572   7,967 605
d 2     2
e 4,902   4,889 13
72,663   62,673 9,990
3,365   3,559 -194
1,907   1,160 747
3,309   952 2,357
2,846   1,245 1,601
3,494   2,082 1,412
8,019   7,944 75
6,990   9,843 -2,853
2,322   2,153 169
8,428   6,720 1,708
32,625   25,153 7,472
3,752   4,118 -366
20,172   24,091 -3,919
25,074   30,721 -5,647
2,658   2,559 99
12,955   14,510 -1,555
21,995   12,180 9,815
4,277   3,888 389
6,709   6,764 -55
36,573   4,440 32,133
1,379   1,710 -331
27,573   19,439 8,134
5,765   2,513 3,252
70,365   2,425 67,940
13,401   3,944 9,457
70,982   47,027 23,955
1,372   1,359 13
20,846   20,211 635
162,920   187,735 -24,815
9,973   9,422 551
10,801   9,417 1,384
2,755   2,723 32
33,835   32,692 1,143
334,534   386,598 -52,064
8,339   13,637 -5,298
19,656   8,406 11,250
12,989   9,115 3,874
7,919   11,031 -3,112
8,927   8,473 454
7,664   7,998 -334
12,365   11,018 1,347
12,838   6,014 6,824
15,331   15,077 254
7,985   4,683 3,302
12,706   5,509 7,197
10,066   7,878 2,188
7,761   7,200 561
28,115   12,387 15,728
5,302   5,345 -43
10,392   5,358 5,034
10,777   4,536 6,241
7,755   9,301 -1,546
165   125 40
17,099   7,161 9,938
8,642   4,957 3,685
25,732   30,249 -4,517
64,804   41,384 23,420
20,090   5,445 14,645
9,715   5,790 3,925
23,305   5,454 17,851
13,454   12,125 1,329
698   687 11
5,908   6,112 -204
64,838   70,440 -5,602
18,728   16,917 1,811
11,709   10,988 721
2,433   1,881 552
22,359   14,508 7,851
70,357   16,060 54,297
12,878   7,632 5,246
13,438   7,513 5,925
12,396   12,339 57
2,193   2,189 4
117,813   131,145 -13,332
1,876   1,783 93
11,879   6,728 5,151
13,252   4,119 9,133
12,893   4,091 8,802
13,867   8,652 5,215
12,720   9,491 3,229
10,663   11,060 -397
6,052   7,634 -1,582
8,056   6,492 1,564
339   428 -89
22,513   26,947 -4,434
6,231   6,007 224
12,590   13,304 -714
24,404   11,664 12,740
15,798   4,001 11,797
7,816   1,707 6,109
9,937   10,330 -393
32,783   40,146 -7,363
2,995   2,761 234
11,452   14,539 -3,087
11,331   7,028 4,303
9,934   8,083 1,851
51,380   51,380  
19,287   19,287  
104,968   105,964 -996
105,250   106,001 -751
14,929   14,913 16
140,661   164,838 -24,177
17,387   17,618 -231
17,185   17,449 -264
2,075   1,973 102
4,455   3,782 673
1,683   1,798 -115
67,463   63,282 4,181
9,207   8,483 724
86   101 -15
5,020   4,662 358
1,754   1,665 89
1,663   1,536 127
1,165   1,123 42
2,220   2,507 -287
796   779 17
9,306   9,057 249
1,160   996 164
1,892   1,986 -94
49   51 -2
723   792 -69
6,435   6,204 231
3,040   3,112 -72
617   643 -26
85,613   78,432 7,181
35,530   33,807 1,723
1,005   1,090 -85
52   54 -2
18,590   17,576 1,014
18,248   17,244 1,004
364   371 -7
1,016   1,293 -277
7,936   8,063 -127
16,710   19,838 -3,128
17,426   17,614 -188
492   510 -18
643   652 -9
3,263   3,196 67
65,999   56,078 9,921
263   315 -52
200   192 8
368   277 91
5,187   5,405 -218
38,860   35,157 3,703
530   513 17
4,370   4,431 -61
2,509   2,200 309
2,989   2,611 378
610   745 -135
1,282   1,576 -294
2,817   2,675 142
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
      11,851
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       -359
b       -374
c       605
d       2
e       13
      9,990
      -194
      747
      2,357
      1,601
      1,412
      75
      -2,853
      169
      1,708
      7,472
      -366
      -3,919
      -5,647
      99
      -1,555
      9,815
      389
      -55
      32,133
      -331
      8,134
      3,252
      67,940
      9,457
      23,955
      13
      635
      -24,815
      551
      1,384
      32
      1,143
      -52,064
      -5,298
      11,250
      3,874
      -3,112
      454
      -334
      1,347
      6,824
      254
      3,302
      7,197
      2,188
      561
      15,728
      -43
      5,034
      6,241
      -1,546
      40
      9,938
      3,685
      -4,517
      23,420
      14,645
      3,925
      17,851
      1,329
      11
      -204
      -5,602
      1,811
      721
      552
      7,851
      54,297
      5,246
      5,925
      57
      4
      -13,332
      93
      5,151
      9,133
      8,802
      5,215
      3,229
      -397
      -1,582
      1,564
      -89
      -4,434
      224
      -714
      12,740
      11,797
      6,109
      -393
      -7,363
      234
      -3,087
      4,303
      1,851
       
       
      -996
      -751
      16
      -24,177
      -231
      -264
      102
      673
      -115
      4,181
      724
      -15
      358
      89
      127
      42
      -287
      17
      249
      164
      -94
      -2
      -69
      231
      -72
      -26
      7,181
      1,723
      -85
      -2
      1,014
      1,004
      -7
      -277
      -127
      -3,128
      -188
      -18
      -9
      67
      9,921
      -52
      8
      91
      -218
      3,703
      17
      -61
      309
      378
      -135
      -294
      142
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 339,193
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 5,636
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 5,636
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 5,636
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,009
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 1,009
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 4,627
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 arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 762-8660

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA TRUSTEE
9 		38,125    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,584,237
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,584,237
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
3,584,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,764
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,530,473
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
176,524
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
176,524
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,636
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,636
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
170,888
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
170,888
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
170,888
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
187,307
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
187,307
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 7 170,888
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 161,713
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$ 187,307
a Applied to 2022, but not more than line 2a 161,713
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..... 25,594
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 .......... 		145,294
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE CHILDREN'S INSTITUTE

1405 SHADY AVE
PITTSBURGH,PA152171350 		NONE PC GENERAL SUPPORT 33,649

FAMILY RESOURCES

1425 FORBES AVENUE
PITTSBURGH,PA152195140 		NONE PC GENERAL SUPPORT 33,649

CANTERBURY PLACE

200 LOTHROP ST 10097
PITTSBURGH,PA152132536 		NONE PC GENERAL SUPPORT 33,649

SHADYSIDE HOSPITAL FOUNDATION

532 S AIKEN AVE STE 302
PITTSBURGH,PA152321521 		NONE PC GENERAL SUPPORT 33,649

ST BARNABAS NURSING HOME INC

5827 MERIDIAN ROAD
GIBSONIA,PA150449404 		NONE PC GENERAL SUPPORT 33,649
Total .................................right arrow 3a 168,245
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 87,770  
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 ............ 		    18 339,193  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,327  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   429,290  
13Total. Add line 12, columns (b), (d), and (e)..................
13
429,290
(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 InvestmentsCorpStockSchedule
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP    
437076102 HOME DEPOT INC    
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO    
539830109 LOCKHEED MARTIN CORP    
594918104 MICROSOFT CORP    
617446448 MORGAN STANLEY    
620076307 MOTOROLA SOLUTIONS I    
742718109 PROCTER & GAMBLE CO    
863667101 STRYKER CORP    
874039100 TAIWAN SEMICONDUCTOR    
879360105 TELEDYNE TECHNOLOGIE    
74762E102 QUANTA SVCS INC    
87612E106 TARGET CORP    
34959E109 FORTINET INC    
00287Y109 ABBVIE INC    
02079K305 ALPHABET INC/CA-CL A    
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR    
23331A109 D R HORTON INC    
30303M102 META PLATFORMS INC    
46625H100 JPMORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
64110L106 NETFLIX INC    
78409V104 S&P GLOBAL INC    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CLASS A SHA    
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC    
053332102 AUTOZONE INC    
05352A100 AVANTOR INC    
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP    
08579W103 BERRY GLOBAL GROUP I    
09260D107 BLACKSTONE INC    
149123101 CATERPILLAR INC    
228368106 CROWN HOLDINGS INC    
244199105 DEERE & CO    
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
30231G102 EXXON MOBIL CORP    
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A    
701094104 PARKER HANNIFIN CORP    
718172109 PHILIP MORRIS INTERN    
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
98978V103 ZOETIS INC    
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
009158106 AIR PRODUCTS & CHEMI    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION    
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP    
94106L109 WASTE MANAGEMENT INC    

TY 2023 InvestmentsOtherSchedule2
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 80,772 93,888
461418444 WCM FOCUSED INTL GRO AT COST 118,164 149,972
464287200 ISHARES CORE S&P 500 AT COST 1,066,803 1,287,690
464287440 ISHARES BARCLAYS 7-1      
464287804 ISHARES CORE S&P SMA      
936793686 WASATCH INTL OPPORTU AT COST 48,629 48,676
72201F490 PIMCO INCOME FUND CL      
74256W584 PRINCIPAL MIDCAP FUN AT COST 62,613 73,963
97717X669 WISDOMTREE U.S. QUAL AT COST 118,711 131,002
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND      
09260B309 BLACKROCK CORE BOND      
413838566 OAKMARK INTL SM CAP- AT COST 27,759 47,209
543069405 LONGLEAF PARTNERS FD AT COST 82,292 72,575
957663669 WESTERN ASSET CORE P AT COST 272,548 227,302
00770X675 PZENA EMERG MKTS VAL AT COST 59,942 70,171
464288877 ISHARES MSCI EAFE VA      
56167N712 NUANCE MID CAP VALUE      
89154M702 TOUCHSTONE SANDS EM AT COST 67,090 73,378
89609H704 TRIBUTARY SMALL COMP AT COST 41,654 38,693
00171A852 AMG RR SM CAP VAL-I AT COST 42,228 45,486
25434V807 DIMENSIONAL INTERNAT AT COST 70,650 74,252
256210105 DODGE & COX INCOME F AT COST 238,573 241,156
258620566 DOUBLELINE TOTAL RET AT COST 129,555 129,975
46429B267 ISHARES U S TREASURY AT COST 165,871 166,602
46429B697 ISHARES MSCI USA MIN AT COST 86,384 91,919
46434V456 ISHARES MSCI INTL QU AT COST 126,344 131,310
552746364 MFS EMERGING MKTS DE AT COST 36,150 37,670
557492485 MADISON MID CAP FUND AT COST 55,063 65,734
74440Y884 PGIM HIGH YIELD FUND AT COST 36,206 37,158
89355J656 TRANSAMERICA SM CAP AT COST 44,683 46,507
94987W513 ALLSPRING SPECIAL MI AT COST 62,190 63,674
94987W794 ALLSPRING CORE BOND AT COST 219,098 223,270

TY 2023 OtherDecreasesSchedule
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Description Amount
RETURN OF CAPITAL ADJUSTMENT 1,631
2022 TRANSACTION POSTED IN 2024 3,147
COST BASIS ADJUSTMENT 810
ROUNDING 3


TY 2023 OtherExpensesSchedule
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 2 2   0


TY 2023 OtherIncomeSchedule2
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,327 0  


TY 2023 OtherIncreasesSchedule
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Description Amount
2022 TRANSACTION POSTED IN 2023 3,081


TY 2023 TaxesSchedule
Name:
CLARA SHEA DECD-CHARITABLE TR
EIN:
25-6021190
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 37 37   0
FEDERAL ESTIMATES - PRINCIPAL 503 0   0
FOREIGN TAXES ON QUALIFIED FOR 570 570   0
FOREIGN TAXES ON NONQUALIFIED 214 214   0