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
GRACE F LAMB TRUST B
 
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

13-6210810
B Telephone number (see instructions)

(212) 922-8065
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$9,212,121J 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... 191,750 191,097  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 388,204
b Gross sales price for all assets on line 6a 3,353,478
7 Capital gain net income (from Part IV, line 2)... 388,204
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 579,954 579,301  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 68,541 54,833   13,708
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
11,330 1,856   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
281 31   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,152 56,720 0 13,958
25 Contributions, gifts, grants paid....... 422,944 422,944
26 Total expenses and disbursements. Add lines 24 and 25 503,096 56,720 0 436,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,858
b Net investment income (if negative, enter -0-) 522,581
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......... 170,149 60,836 60,836
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,137,963 Click to see attachment
List of Attached Documents:
// Content
8,322,809 		9,151,285
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) 8,308,112 8,383,645 9,212,121
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........ 8,308,112 8,383,645
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)..... 8,308,112 8,383,645
30 Total liabilities and net assets/fund balances (see instructions). 8,308,112 8,383,645
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
8,308,112
2
Enter amount from Part I, line 27a .....................
2
76,858
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
113
4
Add lines 1, 2, and 3 ..........................
4
8,385,083
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,438
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,383,645
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 98. CELANESE CORP DEL   2010-04-23 2023-01-03
b 112. CHEVRONTEXACO CORP   2009-11-24 2023-01-03
c 32. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-03
d 230. GENERAL MILLS INC COM     2023-01-10
e 42. HUMANA INC COM     2023-01-10
42. UNITED HEALTH GROUP INC     2023-01-13
85. UNITED HEALTH GROUP INC     2023-01-18
180. GENERAL MILLS INC COM     2023-01-19
61. MICROSOFT CORP COM     2023-01-19
160. GENERAL MILLS INC COM   2022-10-27 2023-01-25
83. ABBVIE INC   2020-06-10 2023-01-26
720. ALTRIA GROUP INC     2023-01-26
83. T -MOBILE US INC     2023-01-26
1040. AT&T INC     2023-01-27
340. ALTRIA GROUP INC   2022-05-18 2023-01-27
750. CSX CORP COM   2017-01-13 2023-01-27
180. LAS VEGAS SANDS CORP   2022-12-07 2023-01-30
37. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-31
62. HONEYWELL INTL INC   2022-09-26 2023-02-02
40. HONEYWELL INTL INC   2005-02-16 2023-02-02
79. MC DONALDS CORPORATION COMMON   2022-11-01 2023-02-02
81. T -MOBILE US INC     2023-02-02
40000. GOLDMAN SACHS GROUP 4.25% 10/21/25     2023-02-06
71. ABBVIE INC     2023-02-08
30000. KIMCO RLTY CORP 2.7% 3/01/24   2019-06-19 2023-02-08
110. RAYTHEON TECHNOLOGIES CORP     2023-02-08
540. AT&T INC     2023-02-09
110. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-09
73. T -MOBILE US INC   2022-06-03 2023-02-09
210. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
540. AT&T INC     2023-02-15
166. PIONEER NAT RES CO     2023-02-15
98. T -MOBILE US INC     2023-02-15
153. VALERO ENERGY CORP NEW   2009-11-24 2023-02-15
150. D R HORTON INC   2023-02-02 2023-02-17
80. MICROSOFT CORP COM   2018-11-19 2023-02-17
170. MICRON TECHNOLOGY   2022-07-25 2023-02-17
198. CELANESE CORP DEL   2010-04-23 2023-02-21
15. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
61. AMERICAN TOWER CORP-CL A     2023-02-24
23. AMERICAN TOWER CORP-CL A   2021-05-27 2023-02-24
30000. CITIZENS BANK NA 3.7% 3/29/23     2023-02-27
31. AMERICAN TOWER CORP-CL A   2022-06-21 2023-03-01
100. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
22. ANTHEM INC     2023-03-03
35. CIGNA CORP   2022-11-10 2023-03-03
193. QUALCOMM INC     2023-03-03
80. D R HORTON INC     2023-03-06
25. HOME DEPOT INC USD 0.05   2023-02-02 2023-03-06
140. LAS VEGAS SANDS CORP     2023-03-06
80. ORACLE CORPORATION   2022-12-16 2023-03-15
29. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-03-15
42. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-03-15
136. T -MOBILE US INC   2022-06-13 2023-03-16
15000. CREDIT SUISSE NEW YOR 1.25% 8/07/26   2021-08-02 2023-03-17
240. TARGET CORP     2023-04-12
879. TRUIST FINL CORP     2023-04-12
68. CIGNA CORP     2023-04-14
300. D R HORTON INC     2023-04-14
30. EQUINIX INC     2023-04-14
121. HOME DEPOT INC USD 0.05     2023-04-14
76. HOME DEPOT INC USD 0.05   2009-11-24 2023-04-14
81. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-04-14
103. C D W CORP/DE   2023-03-16 2023-04-19
176. PROLOGIS INC   2022-10-27 2023-04-19
20000. CREDIT SUISSE NEW YOR 1.25% 8/07/26     2023-05-03
30000. ABBVIE INC 4.25% 11/14/28   2020-01-23 2023-05-08
35000. BARCLAYS PLC   2019-08-23 2023-05-16
8. AMERICAN TOWER CORP-CL A   2022-06-21 2023-06-01
139. AMERICAN TOWER CORP-CL A     2023-06-01
68. BROADCOM INC     2023-06-01
16. BROADCOM INC   2022-12-16 2023-06-30
26. BROADCOM INC   2022-05-12 2023-06-30
226. FACEBOOK INC     2023-06-30
27. KLA TENCOR CORP     2023-06-30
175. MASTERCARD INC   2021-11-19 2023-06-30
330. MICRON TECHNOLOGY     2023-06-30
1110. MICRON TECHNOLOGY     2023-06-30
210. PROCTER & GAMBLE CO COM     2023-06-30
118. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
318. QUALCOMM INC     2023-06-30
339. TEXAS INSTRUMENTS INC     2023-06-30
35000. ORACLE CORP 2.5% 4/01/25   2020-04-20 2023-07-20
390. COCA-COLA CO USD     2023-07-31
160. COCA-COLA CO USD   2022-01-27 2023-07-31
27. DEERE & COMPANY   2022-11-03 2023-07-31
132. DEERE & COMPANY   2017-06-16 2023-07-31
28. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
50. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
90. NEXTERA ENERGY INC   2023-02-10 2023-07-31
220. NEXTERA ENERGY INC     2023-07-31
216. NIKE INC CL B     2023-07-31
61. NIKE INC CL B   2015-04-21 2023-07-31
108. ORACLE CORPORATION     2023-07-31
81. ORACLE CORPORATION   2022-11-16 2023-07-31
370. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
650. SYNCHRONY FINANCIAL     2023-07-31
52. T -MOBILE US INC     2023-07-31
155. T -MOBILE US INC     2023-07-31
940. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
18. HUMANA INC COM   2022-09-02 2023-08-16
35. HUMANA INC COM   2022-09-02 2023-08-17
129. SALESFORCE COM INC   2023-03-15 2023-08-21
308. ADVANCED MICRO DEVICES INC   2019-01-09 2023-08-31
860. ALCOA UPSTREAM CORP     2023-08-31
102. BOEING COMPANY     2023-08-31
77. FACEBOOK INC   2023-01-26 2023-08-31
139. HONEYWELL INTL INC   2005-02-16 2023-08-31
68. MASTERCARD INC     2023-08-31
276. MERCK & CO INC     2023-08-31
261. ORACLE CORPORATION     2023-08-31
26. REGENERON PHARMACEUTICALS INC     2023-08-31
1250. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
260. T -MOBILE US INC     2023-08-31
4570. SOUTHWESTERN ENERGY CO     2023-09-01
35000. CITIGROUP INC   2021-05-19 2023-09-12
110. BOEING COMPANY   2022-11-08 2023-09-25
80. CHARTER COMMUNICATIONS INC-A     2023-09-25
49. COSTCO WHSL CORP NEW     2023-09-25
1000. ENBRIDGE INC     2023-09-25
121. HONEYWELL INTL INC   2005-02-16 2023-09-25
388. OLIN CORP COM PAR $1     2023-09-25
2590. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
398. RAYTHEON TECHNOLOGIES CORP     2023-09-25
160. STRYKER CORP   2023-01-18 2023-09-25
162. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
480. BAXTER INTL INC COM   2023-07-31 2023-10-13
.6667 VERALTO CORP-W/I   2023-07-31 2023-10-16
35000. ACTIVISION BLIZZARD 3.4% 9/15/26   2019-09-18 2023-10-23
327. HESS CORP     2023-10-24
464. MERCK & CO INC   2022-10-10 2023-11-10
40000. COOPERATIEVE CENTRALE RAIFFEIS   2017-11-28 2023-12-01
1260. EQT CORP COM     2023-12-14
78. FACEBOOK INC   2023-01-26 2023-12-14
78. KLA TENCOR CORP   2019-10-24 2023-12-14
43. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
167. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
114. MASTERCARD INC     2023-12-14
370. ORACLE CORPORATION     2023-12-14
870. EXELON CORP     2023-12-18
6092. BNYM SELECT MGR S/C GRW-Y   2021-11-18 2023-12-26
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(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 9,979   3,338 6,641
b 19,482   8,777 10,705
c 8,335   8,731 -396
d 19,370   18,809 561
e 20,190   20,874 -684
20,909   15,834 5,075
40,666   22,405 18,261
13,993   14,537 -544
14,106   6,501 7,605
12,345   12,787 -442
12,228   8,129 4,099
31,878   40,393 -8,515
12,323   12,404 -81
20,672   20,953 -281
15,050   18,262 -3,212
22,543   9,669 12,874
10,393   8,344 2,049
9,785   10,096 -311
12,584   10,565 2,019
8,119   1,473 6,646
20,771   21,556 -785
11,897   11,787 110
39,243   39,896 -653
10,323   6,732 3,591
29,208   29,807 -599
10,741   9,271 1,470
10,239   10,388 -149
10,740   8,703 2,037
10,459   9,969 490
12,665   15,148 -2,483
10,352   9,933 419
36,733   22,001 14,732
14,430   12,572 1,858
20,849   2,239 18,610
14,134   15,466 -1,332
20,553   8,439 12,114
9,996   10,276 -280
22,352   6,744 15,608
2,961   4,027 -1,066
11,941   16,001 -4,060
4,502   5,866 -1,364
30,000   29,967 33
6,022   7,669 -1,647
5,880   7,213 -1,333
10,281   10,604 -323
10,001   11,298 -1,297
23,700   27,616 -3,916
7,328   8,194 -866
7,482   8,477 -995
8,413   5,468 2,945
6,594   6,405 189
7,093   8,955 -1,862
10,272   14,911 -4,639
19,282   17,323 1,959
12,150   14,966 -2,816
39,690   39,524 166
29,174   37,387 -8,213
17,633   20,755 -3,122
29,376   27,786 1,590
20,659   13,146 7,513
35,347   39,709 -4,362
22,201   2,097 20,104
18,737   7,030 11,707
17,011   19,919 -2,908
22,025   19,452 2,573
17,161   19,944 -2,783
29,728   33,554 -3,826
35,000   36,519 -1,519
1,496   1,979 -483
25,989   21,927 4,062
53,713   39,233 14,480
13,890   8,845 5,045
22,571   14,569 8,002
64,965   37,826 27,139
13,056   4,575 8,481
68,486   60,290 8,196
20,928   17,787 3,141
70,393   45,219 25,174
31,686   31,723 -37
17,805   17,685 120
37,838   37,967 -129
60,818   57,621 3,197
33,308   36,733 -3,425
24,095   24,335 -240
9,916   9,717 199
11,577   10,676 901
56,599   16,892 39,707
8,180   7,640 540
14,607   12,182 2,425
6,584   6,711 -127
16,094   18,206 -2,112
23,820   25,875 -2,055
6,727   3,055 3,672
12,607   8,634 3,973
9,462   6,457 3,005
24,871   21,453 3,418
22,401   16,194 6,207
7,155   6,565 590
21,327   19,421 1,906
46,664   53,776 -7,112
8,899   8,731 168
17,187   16,977 210
26,593   23,327 3,266
32,495   6,450 26,045
25,862   45,561 -19,699
22,958   18,600 4,358
22,917   11,304 11,613
26,137   5,119 21,018
28,045   23,357 4,688
30,216   28,320 1,896
31,412   20,389 11,023
21,516   18,841 2,675
8,423   8,509 -86
35,434   21,343 14,091
30,936   29,541 1,395
33,412   37,625 -4,213
21,617   18,610 3,007
35,102   32,204 2,898
27,265   21,431 5,834
34,432   38,497 -4,065
23,087   4,456 18,631
18,094   23,487 -5,393
11,303   25,111 -13,808
28,357   29,338 -981
45,804   40,448 5,356
7,447   9,703 -2,256
15,256   21,774 -6,518
48   60 -12
33,053   36,391 -3,338
50,886   47,135 3,751
46,952   41,998 4,954
40,000   43,226 -3,226
47,559   53,124 -5,565
25,885   11,451 14,434
45,216   13,084 32,132
6,313   11,690 -5,377
24,517   45,807 -21,290
47,858   37,858 10,000
37,283   28,036 9,247
29,883   25,009 4,874
131,222   233,994 -102,772
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
      88,690
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       6,641
b       10,705
c       -396
d       561
e       -684
      5,075
      18,261
      -544
      7,605
      -442
      4,099
      -8,515
      -81
      -281
      -3,212
      12,874
      2,049
      -311
      2,019
      6,646
      -785
      110
      -653
      3,591
      -599
      1,470
      -149
      2,037
      490
      -2,483
      419
      14,732
      1,858
      18,610
      -1,332
      12,114
      -280
      15,608
      -1,066
      -4,060
      -1,364
      33
      -1,647
      -1,333
      -323
      -1,297
      -3,916
      -866
      -995
      2,945
      189
      -1,862
      -4,639
      1,959
      -2,816
      166
      -8,213
      -3,122
      1,590
      7,513
      -4,362
      20,104
      11,707
      -2,908
      2,573
      -2,783
      -3,826
      -1,519
      -483
      4,062
      14,480
      5,045
      8,002
      27,139
      8,481
      8,196
      3,141
      25,174
      -37
      120
      -129
      3,197
      -3,425
      -240
      199
      901
      39,707
      540
      2,425
      -127
      -2,112
      -2,055
      3,672
      3,973
      3,005
      3,418
      6,207
      590
      1,906
      -7,112
      168
      210
      3,266
      26,045
      -19,699
      4,358
      11,613
      21,018
      4,688
      1,896
      11,023
      2,675
      -86
      14,091
      1,395
      -4,213
      3,007
      2,898
      5,834
      -4,065
      18,631
      -5,393
      -13,808
      -981
      5,356
      -2,256
      -6,518
      -12
      -3,338
      3,751
      4,954
      -3,226
      -5,565
      14,434
      32,132
      -5,377
      -21,290
      10,000
      9,247
      4,874
      -102,772
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 388,204
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 7,264
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 7,264
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 7,264
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,664
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 8,664
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,400
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,400 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8065

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		68,541    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,748,541
b
Average of monthly cash balances.......................
1b
217,415
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,965,956
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
8,965,956
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
134,489
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,831,467
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
441,573
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
441,573
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,264
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,264
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
434,309
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
434,309
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
434,309
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
436,902
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
436,902
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 7 434,309
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...... 28,232
b From 2019...... 1,925
c From 2020...... 55,922
d From 2021...... 2,171
e From 2022...... 116,127
f Total of lines 3a through e ........ 204,377
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 436,902
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..... 434,309
e Remaining amount distributed out of corpus 2,593
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 5 206,970
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) ... 		28,232
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		178,738
10 Analysis of line 9:
a Excess from 2019.... 1,925
b Excess from 2020.... 55,922
c Excess from 2021.... 2,171
d Excess from 2022.... 116,127
e Excess from 2023.... 2,593
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MEMORIAL SLOAN-KETTERING CANCER CTR

885 SECOND AVENUE 8TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATING 211,472

NEW YORK PRESBYTERIAN HOSPITAL

525 E 68TH ST BOX 123
NEW YORK,NY10065 		NONE PC GENERAL OPERATING 211,472
Total .................................right arrow 3a 422,944
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 ....     14 191,750  
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 ............ 		    18 388,204  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   579,954  
13Total. Add line 12, columns (b), (d), and (e)..................
13
579,954
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsOtherSchedule2
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
579780AM9 MCCORMICK & CO AT COST 35,799 34,448
G29183103 EATON CORP PLC AT COST 22,683 101,385
244199105 DEERE & COMPANY AT COST 4,351 13,596
278642AL7 EBAY INC AT COST 40,767 39,470
595112103 MICRON TECHNOLOGY      
654106103 NIKE INC CL B AT COST 10,418 22,583
882508104 TEXAS INSTRUMENTS IN      
91913Y100 VALERO ENERGY CORP N      
037833100 APPLE COMPUTER INC C AT COST 136,112 255,295
437076102 HOME DEPOT INC USD 0      
438516106 HONEYWELL INTL INC      
87165B103 SYNCHRONY FINANCIAL AT COST 10,077 16,804
87938WAT0 TELEFONICA EMISIONES AT COST 34,946 34,280
101137107 BOSTON SCIENTIFIC CO AT COST 59,629 78,622
105340AQ6 BRANDYWINE OPER PART AT COST 29,775 26,796
46625H100 J P MORGAN CHASE & C AT COST 94,839 144,075
594918104 MICROSOFT CORP COM AT COST 118,767 315,874
02079K305 ALPHABET INC/CA AT COST 132,251 247,531
06051GFU8 BANK OF AMERICA CORP AT COST 35,281 34,615
126408103 CSX CORP COM AT COST 8,122 21,842
150870103 CELANESE CORP DEL      
30161N101 EXELON CORP      
38141GVR2 GOLDMAN SACHS GROUP      
53944YAB9 LLOYDS BANKING GROUP AT COST 36,459 34,318
65339F101 NEXTERA ENERGY INC AT COST 16,717 21,866
723787107 PIONEER NAT RES CO      
91324P102 UNITED HEALTH GROUP AT COST 15,456 61,071
929089100 VOYA FINANCIAL INC AT COST 16,634 43,776
21684AAA4 COOPERATIEVE CENTRAL      
22160K105 COSTCO WHSL CORP NEW AT COST 7,640 40,925
872590104 T -MOBILE US INC      
023135106 AMAZON COM INC AT COST 96,874 181,416
29444U700 EQUINIX INC      
452308109 ILLINOIS TOOL WORKS AT COST 15,536 46,887
03027X100 AMERICAN TOWER CORP-      
060505104 BANK AMER CORP AT COST 26,401 41,077
166764100 CHEVRONTEXACO CORP      
002824100 ABBOTT LABORATORIES AT COST 49,877 64,171
026874784 AMERICAN INTERNATION AT COST 36,233 71,815
780082AD5 ROYAL BANK OF CANADA AT COST 30,282 29,746
17401QAQ4 CITIZENS BANK NA      
29717PAN7 ESSEX PORTFOLIO LP AT COST 31,152 29,822
92343VDD3 VERIZON COMMUNICATIO AT COST 35,486 38,099
89832Q109 TRUIST FINL CORP      
00287Y109 ABBVIE INC AT COST 32,736 66,327
05587K857 BNYM INTL STCK-Y AT COST 149,813 204,880
05589K400 BNYM FLTNG RT INC-Y AT COST 300,097 292,658
49446RAR0 KIMCO RLTY CORP      
482480100 KLA TENCOR CORP      
007903107 ADVANCED MICRO DEVIC      
05588F709 BNYM GLBL RL EST SEC AT COST 97,025 88,220
78409V104 S & P GLOBAL INC AT COST 26,313 52,862
05569M780 BNY MELLON S/T US GV AT COST 300,000 281,250
05587K832 BNYM US EQUITY FUND- AT COST 75,242 44,928
00507VAK5 ACTIVISION BLIZZARD      
05587K865 BNYM SELECT MGR S/C AT COST 175,000 153,278
191216100 COCA-COLA CO USD AT COST 41,593 44,787
06738EBB0 BARCLAYS PLC      
05588E850 BNY MELLON HIGH YIEL AT COST 117,706 98,036
00774MAG0 AERCAP AT COST 35,387 34,340
12572Q105 CME GROUP INC AT COST 54,199 60,653
26078JAD2 DOWDUPONT INC AT COST 26,079 25,368
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 31,779 30,466
126650CX6 C V S HEALTH CORP AT COST 37,971 34,407
337738AU2 FISERV INC AT COST 31,581 28,225
482480AG5 K L A-TENCOR CORP AT COST 32,900 29,838
883556102 THERMO ELECTRON CORP AT COST 28,836 44,586
75513E101 RAYTHEON TECHNOLOGIE      
20030NCA7 COMCAST CORP AT COST 45,100 38,127
713448EZ7 PEPSICO INC 1.625% 5 AT COST 24,977 21,296
254687FX9 WALT DISNEY COMPANY/ AT COST 32,221 26,692
532457108 ELI LILLY & CO COM AT COST 45,556 129,991
00206RHJ4 A T & T INC AT COST 41,797 34,542
00287YBF5 ABBVIE INC      
11134LAR0 BROADCOM CRP / CAYM AT COST 32,245 28,770
25470DAR0 DISCOVERY COMMUNICAT AT COST 28,483 23,779
G8994E103 TRANE TECHNOLOGIES P AT COST 4,945 48,780
874060AW6 TAKEDA PHARMACEUTICA AT COST 31,337 25,372
031162CT5 AMGEN INC AT COST 35,367 32,544
68389XBT1 ORACLE CORP      
05971KAG4 BANCO SANTANDER S.A. AT COST 34,293 29,054
86562MCA6 SUMITOMO MITSUI FINL AT COST 25,294 23,657
00766Y513 CHAMPLAIN MID CAP FU AT COST 967,553 742,676
05587N794 BNYM GLBL RL RTRN -Y AT COST 240,182 200,241
404280BZ1 HSBC HOLDINGS PLC AT COST 38,185 34,857
22550L2G5 CREDIT SUISSE NEW YO      
05588L409 BNYM GLBL EMRG MKTS- AT COST 227,050 164,308
03076C106 AMERIPRISE FINL INC AT COST 42,097 70,269
172967MQ1 CITIGROUP INC      
464287507 ISHARES TR S&P MIDCA AT COST 474,522 456,743
87264ABD6 T-MOBILE USA INC AT COST 33,041 29,098
61747YEC5 MORGAN STANLEY AT COST 34,916 31,969
G1151C101 ACCENTURE PLC IRELAN AT COST 20,421 26,669
24422EVR7 JOHN DEERE CAPITAL C AT COST 29,951 27,628
00771X419 G Q G PART EMERG MKT AT COST 218,408 192,246
367829884 GATEWAY TR AT COST 103,255 102,848
501044DQ1 KROGER CO AT COST 24,943 20,205
518439104 ESTEE LAUDER COMPANI      
57636Q104 MASTERCARD INC      
370334104 GENERAL MILLS INC CO      
573284106 MARTIN MARIETTA MATL AT COST 26,025 37,418
25160PAH0 DEUTSCHE BANK NY AT COST 8,629 9,179
87612E106 TARGET CORP      
30231G102 EXXON MOBIL CORP AT COST 114,596 109,178
032095101 AMPHENOL CORP NEW AT COST 50,675 66,417
10373QBT6 B P CAP MARKETS AMER AT COST 38,793 39,206
125523100 CIGNA CORP      
845467109 SOUTHWESTERN ENERGY      
75886F107 REGENERON PHARMACEUT AT COST 18,626 23,714
444859102 HUMANA INC COM      
37045XCX2 GENERAL MOTORS FINL AT COST 14,605 14,422
74340W103 PROLOGIS INC      
020002101 ALLSTATE CORP COM AT COST 48,566 51,373
742718109 PROCTER & GAMBLE CO AT COST 21,108 21,541
02209S103 ALTRIA GROUP INC      
097023105 BOEING COMPANY      
62954HAV0 N X P BV/NXP FDG/NXP AT COST 28,584 29,146
580135101 MC DONALDS CORPORATI AT COST 25,339 30,837
747525103 QUALCOMM INC      
04273WAC5 ARROW ELECTRONICS IN AT COST 19,616 16,905
517834107 LAS VEGAS SANDS CORP AT COST 44,090 61,020
036752103 ANTHEM INC AT COST 40,726 41,026
744573106 PUBLIC SERVICE ENTER AT COST 33,734 29,964
31618H283 FIDELITY ADV INTL SM AT COST 82,483 80,717
11135F101 BROADCOM INC AT COST 15,531 32,371
00206R102 AT&T INC AT COST 42,002 39,936
68389X105 ORACLE CORPORATION      
46647PBD7 J P MORGAN CHASE BAN AT COST 30,420 32,938
58933Y105 MERCK & CO INC      
29250N105 ENBRIDGE INC      
05722G100 BAKER HUGHES A GE CO AT COST 27,941 30,420
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 27,690 28,044
016255101 ALIGN TECHNOLOGY INC AT COST 60,908 47,128
038222105 APPLIED MATERIALS IN AT COST 35,141 41,814
03990B101 ARES MANAGEMENT CORP AT COST 20,684 29,730
04621X108 ASSURANT INC AT COST 48,182 56,781
06368LGV2 BANK OF MONTREAL AT COST 29,879 30,560
06738ECD5 BARCLAYS PLC 7.385% AT COST 37,223 37,403
075887109 BECTON DICKINSON AND AT COST 73,374 65,103
084670702 BERKSHIRE HATHAWAY I AT COST 110,503 113,061
097023DC6 BOEING CO AT COST 27,089 27,864
16679L109 CHEWY INC - CLASS A AT COST 28,162 36,627
17275R102 CISCO SYS INC AT COST 37,929 33,343
172967PA3 CITIGROUP INC AT COST 35,926 37,450
21037T109 CONSTELLATION ENERGY AT COST 52,242 53,769
21688AAY8 COOPERAT RABOBANK UA AT COST 40,489 40,914
219350105 CORNING INC COM AT COST 30,736 26,492
22160N109 COSTAR GROUP INC AT COST 37,290 41,073
22546QAP2 CREDIT SUISSE NEW YO AT COST 19,116 19,716
235851102 DANAHER CORP COMMON AT COST 57,382 59,454
25746U109 DOMINION RES INC VA AT COST 30,455 29,610
35671D857 FREEPORT-MCMORAN COP AT COST 47,707 46,401
372460105 GENUINE PARTS CO AT COST 23,603 18,836
38141GZM9 GOLDMAN SACHS GROUP AT COST 34,279 34,337
443573100 HUBSPOT INC AT COST 59,571 65,020
452327109 ILLUMINA INC AT COST 48,194 43,025
458140100 INTEL CORPORATION AT COST 30,355 33,165
46120E602 INTUITIVE SURGICAL I AT COST 28,353 28,001
56585A102 MARATHON PETROLEUM C AT COST 41,539 41,392
595017104 MICROCHIP TECHNOLOGY AT COST 24,612 27,054
64110L106 NETFLIX COM INC AT COST 22,021 24,344
651639106 NEWMONT MINING CORP AT COST 59,884 60,016
666807102 NORTHROP GRUMMAN COR AT COST 57,965 63,667
67066G104 NVIDIA CORP AT COST 84,387 157,975
674599105 OCCIDENTAL PETROLEUM AT COST 49,151 47,768
68389XCP8 ORACLE CORP 4.9% 2/0 AT COST 33,840 34,841
716973AD4 PFIZER INVESTMENT EN AT COST 32,790 35,246
759916109 REPLIGEN CORP AT COST 23,817 24,633
80105N105 SANOFI-SYNTHELABO AT COST 43,662 41,773
803607100 SAREPTA THERAPEUTICS AT COST 46,497 39,151
806857108 SCHLUMBERGER LIMITED AT COST 67,583 62,968
82509L107 SHOPIFY INC-A W/I AT COST 20,293 27,265
852234103 SQUARE INC - A AT COST 39,670 46,410
90138F102 TWILIO INC - A AT COST 19,529 22,002
90353T100 UBER TECHNOLOGIES IN AT COST 36,488 45,562
92338C103 VERALTO CORP-W/I AT COST 7,515 6,992
G25508105 CRH ORD AT COST 26,874 33,197
G3223R108 EVEREST RE GRP LTD AT COST 32,468 30,054
G4863A108 INTERNATIONAL GAME T AT COST 53,301 50,983
G7496G103 RENAISSANCERE HLDGS AT COST 35,412 35,868

TY 2023 OtherDecreasesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Amount
COST BASIS ADJUSTMENT 78
CY PURCHASE OF ACCRUED INTEREST 367
MUTUAL FUND TIMING ADJ 735
ROC ON CY SALES 258


TY 2023 OtherExpensesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 31 31   0


TY 2023 OtherIncreasesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Amount
PY PURCHASE OF ACCRUED INTEREST 113


TY 2023 TaxesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,586 1,586   0
FEDERAL TAX PAYMENT - PRIOR YE 810 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,664 0   0
FOREIGN TAXES ON NONQUALIFIED 270 270   0