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

25-6820594
B Telephone number (see instructions)

(412) 234-9684
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$4,411,070J 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... 92,439 92,205  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 223,466
b Gross sales price for all assets on line 6a 783,314
7 Capital gain net income (from Part IV, line 2)... 223,466
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........ 315,905 315,671  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,094 30,056   20,037
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
441 0 0 441
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
5,202 1,804   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
30 30    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,767 31,890 0 20,478
25 Contributions, gifts, grants paid....... 187,612 187,612
26 Total expenses and disbursements. Add lines 24 and 25 243,379 31,890 0 208,090
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 72,526
b Net investment income (if negative, enter -0-) 283,781
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............. 9,259 367 367
2 Savings and temporary cash investments......... 125,306 129,514 129,514
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).......... 3,897,752 Click to see attachment
List of Attached Documents:
// Content
3,973,833 		4,281,189
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,032,317 4,103,714 4,411,070
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,032,317 4,103,714
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,032,317 4,103,714
30 Total liabilities and net assets/fund balances (see instructions). 4,032,317 4,103,714
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,032,317
2
Enter amount from Part I, line 27a .....................
2
72,526
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5
4
Add lines 1, 2, and 3 ..........................
4
4,104,848
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,134
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,103,714
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 30. ASSURANT INC   2020-02-14 2023-01-06
b 30. COMERICA INC COM   2022-05-25 2023-01-06
c 20. COMERICA INC COM   2022-07-08 2023-01-06
d 50. COMERICA INC COM   2021-12-10 2023-01-06
e 20. METLIFE INC   2022-01-21 2023-01-06
40. BUNGE LIMITED   2022-08-03 2023-01-06
80. EQT CORP COM   2022-12-12 2023-01-10
60. EQT CORP COM   2021-01-15 2023-01-10
15. HUBBELL INC COM   2020-10-19 2023-01-10
60. METLIFE INC   2022-01-21 2023-01-10
40. SYSCO CORP   2020-09-16 2023-01-10
60. NEXTERA ENERGY PARTNERS LP   2020-04-30 2023-01-11
36. ASSURANT INC   2018-08-17 2023-01-12
57. EOG RES INC   2022-09-16 2023-01-13
80. OMNICOM GROUP INC COM   2022-09-12 2023-01-13
160. US BANCORP DEL   2018-05-31 2023-01-13
60. CORNING INC COM   2022-06-03 2023-01-25
100. CORNING INC COM   2018-10-26 2023-01-25
50. LAS VEGAS SANDS CORP   2022-10-04 2023-01-26
60. HORIZON THERAPEUTICS PUB LTD CO   2020-05-21 2023-01-26
36. MARATHON PETROLEUM CORP   2020-05-13 2023-01-27
30. CONSTELLATION ENERGY CORP   2022-05-25 2023-02-02
17. RENAISSANCERE HLDGS LTD   2022-12-08 2023-02-02
30. CONSTELLATION ENERGY CORP   2022-05-25 2023-02-03
30. CONSTELLATION ENERGY CORP   2021-02-05 2023-02-03
70. MERCK & CO INC   2021-10-01 2023-02-09
29. SEAGEN INC   2020-07-08 2023-02-09
40. SCHLUMBERGER LIMITED COM   2022-10-27 2023-02-10
17. ZOOM VIDEO COMMUNICATIONS-A   2020-10-16 2023-02-10
8. EVEREST RE GRP LTD   2022-11-03 2023-02-14
27. CROWDSTRIKE HOLDINGS INC - A   2023-02-14 2023-02-17
21. CROWDSTRIKE HOLDINGS INC - A   2020-12-23 2023-02-17
24. CONOCOPHILLIPS   2023-01-13 2023-02-23
11. ELI LILLY & CO COM   2020-02-07 2023-02-27
30. MORGAN STANLEY DEAN WITTER & CO   2022-04-05 2023-02-27
50. FIDELITY NATL INFORMATION SVCS   2022-11-22 2023-03-03
130. COMCAST CORP NEW CL A   2022-06-16 2023-03-07
50. COMCAST CORP NEW CL A   2020-10-21 2023-03-07
110. FARFETCH LTD -CLASS A   2021-04-14 2023-03-07
51. ALLSTATE CORP COM   2022-12-07 2023-03-09
130. EQT CORP COM   2021-01-13 2023-03-09
30. LAS VEGAS SANDS CORP   2022-10-04 2023-03-09
29. MATCH GROUP INC   2021-02-11 2023-03-09
8. MCKESSON CORPORATION   2023-01-26 2023-03-09
4. MCKESSON CORPORATION   2022-01-31 2023-03-09
80. BANK AMER CORP   2022-11-02 2023-03-15
200. BANK AMER CORP   2016-07-26 2023-03-15
40. ARCHER DANIELS MIDLAND CO COM   2022-08-23 2023-03-17
120. INGERSOLL RAND INC   2021-09-09 2023-03-17
38. CONOCOPHILLIPS   2023-01-13 2023-04-10
46. CONOCOPHILLIPS   2021-09-28 2023-04-10
52. DEXCOM INC   2022-11-10 2023-04-10
19. DEXCOM INC   2022-02-25 2023-04-10
550. HEWLETT PACKARD ENTERPRIS   2022-01-10 2023-04-10
38. QUALCOMM INC   2018-11-12 2023-04-10
37. QUANTA SVCS INC   2019-04-02 2023-04-10
55. AMAZON COM INC   2021-05-27 2023-04-19
60. TESLA MOTORS INC   2022-12-15 2023-04-19
22. ZEBRA TECHNOLOGIES CORP CL A   2023-01-10 2023-04-21
18. ZEBRA TECHNOLOGIES CORP CL A   2019-07-11 2023-04-21
40. DATADOG INC   2023-02-10 2023-04-28
37. DATADOG INC   2021-09-09 2023-04-28
100. MARVELL TECHNOLOGY INC   2020-10-23 2023-04-28
60. MICRON TECHNOLOGY   2022-10-27 2023-04-28
4. BOOKING HOLDINGS INC   2020-06-05 2023-05-08
110. MOSAIC CO/THE   2023-04-10 2023-05-17
10. CHUBB LTD   2023-02-02 2023-06-15
19. CHUBB LTD   2022-03-09 2023-06-15
110. PPL CORP   2022-10-21 2023-06-21
140. PPL CORP   2023-01-11 2023-06-21
29. ANSYS INC   2023-02-09 2023-06-30
15. ANSYS INC   2020-12-23 2023-06-30
26. APPLIED MATERIALS INC   2023-02-02 2023-06-30
7. APPLIED MATERIALS INC   2021-03-24 2023-06-30
30. CATERPILLAR INC   2022-04-25 2023-06-30
170. INTERPUBLIC GROUP OF COMPANIES INC   2023-01-13 2023-06-30
190. SHOPIFY INC-A W/I   2022-09-06 2023-06-30
41. CHUBB LTD   2021-10-08 2023-06-30
54. EXXON MOBIL CORP   2023-06-30 2023-07-18
30. BILL.COM HOLDINGS INC   2021-12-23 2023-07-31
120. BRITISH AMERICAN TOBACCO   2022-02-23 2023-07-31
33. DEXCOM INC   2020-03-30 2023-07-31
70. EQT CORP COM   2023-04-10 2023-07-31
60. EXELON CORP   2023-06-30 2023-07-31
21. MARATHON PETROLEUM CORP   2023-04-10 2023-07-31
11. AON PLC/IRELAND A   2023-01-06 2023-07-31
10. AMERIPRISE FINL INC   2020-12-02 2023-08-16
6. HUMANA INC COM   2022-08-19 2023-08-16
3. HUMANA INC COM   2022-08-12 2023-08-16
17. HUMANA INC COM   2022-07-08 2023-08-17
45. SALESFORCE COM INC   2014-01-10 2023-08-21
60. ALCOA UPSTREAM CORP   2023-02-27 2023-08-31
80. ALCOA UPSTREAM CORP   2023-04-19 2023-08-31
140. ALCOA UPSTREAM CORP   2021-07-20 2023-08-31
61. BIOMARIN PHARMACEUTICAL INC   2023-01-10 2023-08-31
32. DEXCOM INC   2020-03-30 2023-08-31
50. DOLBY LABORATORIES INC   2020-05-20 2023-08-31
100. EQT CORP COM   2023-08-16 2023-08-31
9. INTUITIVE SURGICAL INC   2023-01-26 2023-08-31
5. INTUITIVE SURGICAL INC   2019-12-17 2023-08-31
29. L3HARRIS TECHNOLOGIES INC   2017-01-09 2023-08-31
74. TWILIO INC - A   2017-02-13 2023-08-31
30. CF INDS HLDGS INC   2023-04-28 2023-09-21
47. CONOCOPHILLIPS   2023-07-31 2023-09-21
30. EDWARDS LIFESCIENCES CORP   2022-12-12 2023-09-21
63. EDWARDS LIFESCIENCES CORP   2021-04-28 2023-09-21
110. HOWMET AEROSPACE INC   2021-03-10 2023-09-21
10. ELI LILLY & CO COM   2018-10-04 2023-09-21
12. NETFLIX COM INC   2022-10-11 2023-09-21
340. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-21
300. PELOTON INTERACTIVE INC-A   2021-11-02 2023-09-21
150. RAYTHEON TECHNOLOGIES CORP   2022-02-23 2023-09-21
80. UBER TECHNOLOGIES INC   2020-11-24 2023-09-21
80. SCHWAB CHARLES CORP NEW   2022-10-27 2023-10-06
40. SCHWAB CHARLES CORP NEW   2022-09-06 2023-10-06
110. BAXTER INTL INC COM   2023-07-18 2023-10-12
.6667 VERALTO CORP-W/I   2021-09-27 2023-10-16
21. HESS CORP   2023-04-10 2023-10-24
11. HESS CORP   2023-06-21 2023-10-24
11. HESS CORP   2023-06-21 2023-10-24
48. HESS CORP   2017-05-26 2023-10-24
35. ESTEE LAUDER COMPANIES INC CL A   2023-07-31 2023-11-03
16. ESTEE LAUDER COMPANIES INC CL A   2022-04-11 2023-11-03
60. GILEAD SCIENCES INC   2023-04-10 2023-11-15
60. GILEAD SCIENCES INC   2022-09-27 2023-11-15
25. MCKESSON CORPORATION   2020-11-09 2023-11-16
80. MICRON TECHNOLOGY   2023-09-21 2023-11-20
28. ASSURANT INC   2023-08-16 2023-12-07
60. EQT CORP COM   2023-04-10 2023-12-07
50. EQT CORP COM   2023-08-16 2023-12-07
160. EQT CORP COM   2021-01-12 2023-12-07
25. INTUITIVE SURGICAL INC   2019-12-17 2023-12-07
7. AON PLC/IRELAND A   2023-01-06 2023-12-07
7. AON PLC/IRELAND A   2023-09-21 2023-12-07
13. EVEREST RE GRP LTD   2023-04-19 2023-12-07
11. EVEREST RE GRP LTD   2023-06-30 2023-12-07
25. ASSURANT INC   2023-08-21 2023-12-08
210. EXELON CORP   2023-06-30 2023-12-18
170. EXELON CORP   2020-07-02 2023-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,776   4,023 -247
b 2,006   2,358 -352
c 1,337   1,495 -158
d 3,343   4,156 -813
e 1,470   1,326 144
3,828   3,847 -19
2,709   3,011 -302
2,032   1,210 822
3,515   2,187 1,328
4,280   3,915 365
3,197   2,736 461
4,480   2,596 1,884
4,531   3,780 751
7,327   7,517 -190
6,704   5,674 1,030
7,511   7,955 -444
2,128   2,163 -35
3,547   3,292 255
2,851   2,078 773
6,661   2,934 3,727
4,805   1,451 3,354
2,573   1,762 811
3,399   3,186 213
2,506   1,762 744
2,506   1,204 1,302
7,506   5,778 1,728
3,972   5,207 -1,235
2,217   2,070 147
1,264   6,325 -5,061
3,042   2,657 385
3,041   3,111 -70
2,366   4,618 -2,252
2,536   2,895 -359
3,503   1,685 1,818
2,909   2,598 311
3,198   3,258 -60
4,678   5,086 -408
1,799   2,228 -429
567   5,340 -4,773
6,084   7,024 -940
4,097   2,343 1,754
1,758   1,195 563
1,095   4,911 -3,816
2,696   3,064 -368
1,348   1,018 330
2,239   2,912 -673
5,596   3,095 2,501
2,981   3,524 -543
6,287   6,640 -353
4,034   4,584 -550
4,883   3,138 1,745
5,833   6,063 -230
2,131   1,920 211
8,757   9,333 -576
4,711   2,076 2,635
5,959   1,427 4,532
5,736   9,263 -3,527
10,872   9,472 1,400
6,326   6,368 -42
5,175   3,801 1,374
2,685   3,216 -531
2,484   5,206 -2,722
3,910   4,113 -203
3,831   3,152 679
10,442   7,844 2,598
3,814   4,924 -1,110
1,918   2,095 -177
3,644   3,885 -241
2,946   2,812 134
3,750   4,319 -569
9,634   8,146 1,488
4,983   5,455 -472
3,766   3,217 549
1,014   856 158
7,371   6,158 1,213
6,512   6,113 399
12,345   6,093 6,252
7,796   7,759 37
5,459   5,788 -329
3,665   7,389 -3,724
4,020   5,487 -1,467
4,183   2,953 1,230
2,927   2,437 490
2,485   2,433 52
2,772   2,699 73
3,482   3,439 43
3,360   1,923 1,437
2,966   2,982 -16
1,483   1,480 3
8,348   8,339 9
9,276   3,213 6,063
1,804   2,865 -1,061
2,406   3,290 -884
4,210   4,802 -592
5,595   6,830 -1,235
3,250   2,225 1,025
4,224   3,351 873
4,317   4,389 -72
2,822   2,251 571
1,568   1,130 438
5,168   3,932 1,236
4,715   11,839 -7,124
2,510   2,129 381
5,597   5,511 86
2,105   2,255 -150
4,420   6,378 -1,958
5,072   3,481 1,591
5,496   1,269 4,227
4,611   2,575 2,036
1,511   3,221 -1,710
1,333   10,863 -9,530
10,888   14,259 -3,371
3,560   4,153 -593
4,087   6,446 -2,359
2,044   2,833 -789
3,486   5,175 -1,689
48   75 -27
3,337   3,008 329
1,748   1,475 273
1,712   1,475 237
7,470   2,111 5,359
3,934   5,954 -2,020
1,798   4,229 -2,431
4,503   4,974 -471
4,503   3,874 629
11,259   4,560 6,699
6,286   5,445 841
4,695   3,973 722
2,186   2,014 172
1,822   2,109 -287
5,830   2,720 3,110
7,729   4,946 2,783
2,243   2,126 117
2,243   2,366 -123
4,977   4,872 105
4,211   3,755 456
4,190   3,541 649
7,213   8,517 -1,304
5,839   4,707 1,132
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
      205,250
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       -247
b       -352
c       -158
d       -813
e       144
      -19
      -302
      822
      1,328
      365
      461
      1,884
      751
      -190
      1,030
      -444
      -35
      255
      773
      3,727
      3,354
      811
      213
      744
      1,302
      1,728
      -1,235
      147
      -5,061
      385
      -70
      -2,252
      -359
      1,818
      311
      -60
      -408
      -429
      -4,773
      -940
      1,754
      563
      -3,816
      -368
      330
      -673
      2,501
      -543
      -353
      -550
      1,745
      -230
      211
      -576
      2,635
      4,532
      -3,527
      1,400
      -42
      1,374
      -531
      -2,722
      -203
      679
      2,598
      -1,110
      -177
      -241
      134
      -569
      1,488
      -472
      549
      158
      1,213
      399
      6,252
      37
      -329
      -3,724
      -1,467
      1,230
      490
      52
      73
      43
      1,437
      -16
      3
      9
      6,063
      -1,061
      -884
      -592
      -1,235
      1,025
      873
      -72
      571
      438
      1,236
      -7,124
      381
      86
      -150
      -1,958
      1,591
      4,227
      2,036
      -1,710
      -9,530
      -3,371
      -593
      -2,359
      -789
      -1,689
      -27
      329
      273
      237
      5,359
      -2,020
      -2,431
      -471
      629
      6,699
      841
      722
      172
      -287
      3,110
      2,783
      117
      -123
      105
      456
      649
      -1,304
      1,132
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 223,466
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 3,945
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 3,945
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 3,945
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,956
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 3,956
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow11 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 arrowBNY MELLON NA Telephone no.right arrow (412) 234-9684

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
REBECCA B HUMPHREY CO-TRUSTEE
5 		20,000    
PO BOX 909
GREENSBURG,PA15601
BNY MELLON N A TRUSTEE
1 		30,094    
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
4,148,600
b
Average of monthly cash balances.......................
1b
156,644
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,305,244
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
4,305,244
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
64,579
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,240,665
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
212,033
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
212,033
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,945
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,945
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
208,088
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
208,088
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
208,088
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
208,090
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
208,090
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 7 208,088
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 187,612
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$ 208,090
a Applied to 2022, but not more than line 2a 187,612
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..... 20,478
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 .......... 		187,610
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RICHARD COLEMAN CO BNY MELLON
ONE MELLON CENTER 151-3711
PITTSBURGH,PA15258
(412) 234-8338
bThe form in which applications should be submitted and information and materials they should include:
LETTER DESCRIBING ORGANIZATION AND SPECIFICS OF NEED
cAny submission deadlines:
NOT APPLICABLE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT APPLICABLE
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

WESTMORELAND MUSEUM OF AMERICAN ART

221 NORTH MAIN ST
GREENBURG,PA15601 		NONE PC GENERAL OPERATING 5,000

YWCA WESTMORELAND COUNTY

424 N MAIN STREET
GREENSBURG,PA15601 		NONE PC GENERAL OPERATING 14,000

MAGEE-WOMENS RESEARCH INSTITUTE AND FDN

3240 CRAFT PL STE 100
PITTSBURGH,PA152134572 		NONE PC GENERAL OPERATING 8,000

WESTOVER SCHOOL

PO BOX 847
MIDDLEBURY,CT06762 		NONE PC GENERAL OPERATING 5,300

SMITH COLLEGE - FOR THE SMITH FUND

33 ELM STREET
NORTHAMPTON,MA01063 		NONE PC GENERAL OPERATING 12,000

PITTSBURGH ZOO & PPG AQUARIUM

ONE WILD PLACE
PITTSBURGH,PA15206 		NONE PC GENERAL OPERATING 6,312

PHIPPS CONSERVATORY AND BOTANICAL GARDEN

1 SCHENLEY DRIVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 14,000

MOUNTAIN PLAYHOUSE

PO BOX 205
JENNERSTOWN,PA15547 		NONE PC GENERAL OPERATING 4,000

MEMORIAL SLOANKETTERING CANCER

1275 YORK AVE
NEW YORK,NY10065 		NONE PC GENERAL OPERATING 5,000

UPMC HILLMAN CANCER CENTER

5115 CENTRE AVE
PITTSBURGH,PA15232 		NONE PC GENERAL OPERATING 25,000

GREENSBURG HEMPFIELD LIBRARY

237 S PENNSYLVANIA AVE
GREENSBURG,PA15601 		NONE PC GENERAL OPERATING 10,000

GARDEN CLUB OF ALLEGHENY COUNTY

PO BOX 11583
PITTSBURGH,PA15238 		NONE PC GENERAL OPERATING 5,000

CARNEGIE MUSEUM-POWDERMILL

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 16,000

CARNEGIE MUSEUM OF ART

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 6,000

NARAL PROCHOICE AMERICA FOUNDATION

1725 EYE STREET NW SUITE 900
WASHINGTON DC,DC200062420 		NONE PC GENERAL OPERATING 15,000

WESTMORELAND COUNTY HISTORICAL SOCIETY

809 FORBES TRAIL RD
GREENSBURG,PA15601 		NONE PC GENERAL OPERATING 3,000

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DR
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 5,000

PITTSBURGH PARKS CONSERVANCY

317 E CARSON STREET
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 4,000

PLANNED PARENTHOOD FEDERATION

114 UNIVERSITY AVENUE
ROCHESTER,NY14605 		NONE PC GENERAL OPERATING 15,000

WESA 905

67 BEDFORD SQ
PITTSBURGH,PA15203 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 187,612
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 92,439  
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 ............ 		    18 223,466  
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) ..   315,905  
13Total. Add line 12, columns (b), (d), and (e)..................
13
315,905
(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:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M855 BNY MELLON EMERGING AT COST 122,910 146,308
060505104 BANK AMER CORP      
075887109 BECTON DICKINSON AND AT COST 18,243 18,043
084670702 BERKSHIRE HATHAWAY I AT COST 19,841 31,743
902973304 US BANCORP DEL      
929089100 VOYA FINANCIAL INC AT COST 2,937 5,837
90138F102 TWILIO INC - A      
05569M368 BNY MELLON CORP BOND AT COST 348,700 326,750
05569M509 BNY MELLON MID CAP S AT COST 299,651 371,396
05569M871 BNY MELLON INTL FD C AT COST 73,775 109,530
617446448 MORGAN STANLEY DEAN AT COST 10,253 13,988
747525103 QUALCOMM INC      
79466L302 SALESFORCE COM INC      
023135106 AMAZON COM INC AT COST 15,723 49,381
03076C106 AMERIPRISE FINL INC      
037833100 APPLE COMPUTER INC C AT COST 30,352 63,727
74762E102 QUANTA SVCS INC      
G5960L103 MEDTRONIC PLC AT COST 19,494 17,547
04621X108 ASSURANT INC AT COST 4,337 5,223
05569M830 BNY MELLON BOND FD C AT COST 595,575 515,014
20030N101 COMCAST CORP NEW CL      
219350105 CORNING INC COM      
05569M814 BNY MELLON INTERMEDI AT COST 306,085 285,501
235851102 DANAHER CORP COMMON AT COST 19,768 20,589
42809H107 HESS CORP      
532457108 ELI LILLY & CO COM AT COST 4,922 26,231
35671D857 FREEPORT-MCMORAN COP AT COST 7,914 13,622
46625H100 J P MORGAN CHASE & C AT COST 11,760 25,685
56585A102 MARATHON PETROLEUM C AT COST 5,742 12,017
02079K107 ALPHABET INC AT COST 27,282 65,814
37045V100 GENERAL MOTORS CO AT COST 6,217 6,825
58155Q103 MCKESSON CORPORATION      
17275R102 CISCO SYS INC AT COST 16,798 18,692
443573100 HUBSPOT INC AT COST 6,475 16,255
594918104 MICROSOFT CORP COM AT COST 31,741 87,617
808513105 SCHWAB CHARLES CORP      
852234103 SQUARE INC - A AT COST 16,758 11,912
038222105 APPLIED MATERIALS IN AT COST 5,598 16,693
05587N794 BNYM GLBL RL RTRN -Y AT COST 97,900 97,543
05588D753 BNY MELLON INTL EQTY AT COST 42,679 52,927
20825C104 CONOCOPHILLIPS AT COST 5,354 5,571
666807102 NORTHROP GRUMMAN COR AT COST 14,183 15,449
H1467J104 CHUBB LTD      
502431109 L3HARRIS TECHNOLOGIE      
64128R608 NEUBERGER BERMAN LON AT COST 110,000 139,702
67066G104 NVIDIA CORP AT COST 5,934 42,094
989207105 ZEBRA TECHNOLOGIES C      
05587K865 BNYM SELECT MGR S/C AT COST 66,198 61,499
031100100 AMETEK INC NEW AT COST 5,195 8,574
69447T771 P F FLOATING RATE IN      
05587N851 BNYM GLBL DYN BND IN AT COST 97,200 83,955
05587K824 BNYM SEL MGR S/C VAL AT COST 60,557 64,622
05587K840 BNYM GLOBAL STOCK-Y AT COST 58,982 74,755
46120E602 INTUITIVE SURGICAL I      
G46188101 HORIZON THERAPEUTICS      
90353T100 UBER TECHNOLOGIES IN AT COST 6,181 9,236
871829107 SYSCO CORP      
G8994E103 TRANE TECHNOLOGIES P AT COST 4,535 11,463
05587K857 BNYM INTL STCK-Y AT COST 100,000 108,256
88160R101 TESLA MOTORS INC      
G29183103 EATON CORP PLC AT COST 6,203 15,172
25659T107 DOLBY LABORATORIES I      
74437E404 PGIM JENNISON GROWTH AT COST 175,000 179,410
65341B106 NEXTERA ENERGY PARTN      
05588E850 BNY MELLON HIGH YIEL AT COST 100,237 90,778
22788C105 CROWDSTRIKE HOLDINGS      
45687V106 INGERSOLL RAND INC AT COST 6,455 13,689
00769G303 SANDS CAP GLOBAL GRO AT COST 50,000 43,501
30161N101 EXELON CORP      
00287Y109 ABBVIE INC AT COST 17,647 21,076
443510607 HUBBELL INC COM      
98980L101 ZOOM VIDEO COMMUNICA      
09857L108 BOOKING HOLDINGS INC      
252131107 DEXCOM INC      
05587K832 BNYM US EQUITY FUND- AT COST 200,000 77,543
03662Q105 ANSYS INC      
09661D508 BNYM SUSTAIN US EQTY      
81181C104 SEAGEN INC      
G4863A108 INTERNATIONAL GAME T AT COST 13,455 13,705
443201108 HOWMET AEROSPACE INC AT COST 3,363 5,953
91324P102 UNITED HEALTH GROUP AT COST 16,437 18,953
200340107 COMERICA INC COM      
090043100 BILL.COM HOLDINGS IN      
58933Y105 MERCK & CO INC      
573874104 MARVELL TECHNOLOGY I      
28176E108 EDWARDS LIFESCIENCES      
172908105 CINTAS CORP AT COST 6,078 9,040
26884L109 EQT CORP COM      
23804L103 DATADOG INC      
57667L107 MATCH GROUP INC      
30744W107 FARFETCH LTD -CLASS      
05589K400 BNYM FLTNG RT INC-Y AT COST 98,300 95,531
12572Q105 CME GROUP INC AT COST 19,865 21,271
70614W100 PELOTON INTERACTIVE      
013872106 ALCOA UPSTREAM CORP      
G0403H108 AON PLC/IRELAND A AT COST 7,296 8,440
254687106 DISNEY (WALT) COMPAN AT COST 12,029 9,571
30231G102 EXXON MOBIL CORP AT COST 9,550 15,997
460690100 INTERPUBLIC GROUP OF AT COST 8,627 9,139
G3223R108 EVEREST RE GRP LTD      
149123101 CATERPILLAR INC      
759916109 REPLIGEN CORP AT COST 5,947 5,754
G16962105 BUNGE LIMITED      
016255101 ALIGN TECHNOLOGY INC AT COST 10,515 11,234
039483102 ARCHER DANIELS MIDLA      
31620M106 FIDELITY NATL INFORM      
776696106 ROPER INDS INC NEW AT COST 11,934 15,810
16679L109 CHEWY INC - CLASS A AT COST 9,254 8,271
G7496G103 RENAISSANCERE HLDGS AT COST 9,490 8,820
444859102 HUMANA INC COM      
75513E101 RAYTHEON TECHNOLOGIE      
517834107 LAS VEGAS SANDS CORP AT COST 7,457 8,366
82509L107 SHOPIFY INC-A W/I AT COST 13,841 15,580
21037T109 CONSTELLATION ENERGY AT COST 6,170 13,559
681919106 OMNICOM GROUP INC CO      
110448107 BRITISH AMERICAN TOB      
806857108 SCHLUMBERGER LIMITED AT COST 15,750 18,734
518439104 ESTEE LAUDER COMPANI      
69351T106 PPL CORP      
452327109 ILLUMINA INC AT COST 11,207 9,747
09073M104 BIO-TECHNE CORP AT COST 8,195 7,562
59156R108 METLIFE INC      
550021109 LULULEMON ATHLETICA AT COST 6,265 8,692
38141G104 GOLDMAN SACHS GROUP AT COST 9,941 11,187
80105N105 SANOFI-SYNTHELABO AT COST 13,528 13,427
42824C109 HEWLETT PACKARD ENTE      
595112103 MICRON TECHNOLOGY      
64110L106 NETFLIX COM INC      
743315103 PROGRESSIVE CORP OHI AT COST 8,247 10,194
020002101 ALLSTATE CORP COM AT COST 12,799 12,878
26875P101 EOG RES INC      
375558103 GILEAD SCIENCES INC      
00206R102 AT&T INC AT COST 7,754 8,390
026874784 AMERICAN INTERNATION AT COST 5,101 6,098
03990B101 ARES MANAGEMENT CORP AT COST 8,079 11,892
04045F592 ARISTOTLE FLTNG RT I AT COST 25,000 24,436
09661D300 BNYM SUSTAIN US EQTY AT COST 190,000 213,799
125269100 CF INDS HLDGS INC AT COST 4,968 5,565
191216100 COCA-COLA CO USD AT COST 7,254 7,661
22160N109 COSTAR GROUP INC AT COST 9,998 12,235
25746U109 DOMINION RES INC VA AT COST 13,361 13,160
458140100 INTEL CORPORATION AT COST 5,202 7,538
49177J102 KENVUE INC AT COST 10,589 8,612
651639106 NEWMONT MINING CORP AT COST 13,452 14,073
674599105 OCCIDENTAL PETROLEUM AT COST 8,895 8,957
778296103 ROSS STORES INC AT COST 5,210 6,366
780259305 SHELL PLC-W/I-ADR AT COST 9,137 9,870
803607100 SAREPTA THERAPEUTICS AT COST 8,704 7,329
92338C103 VERALTO CORP-W/I AT COST 5,124 5,429
98978V103 ZOETIS INC AT COST 5,259 5,724
G25508105 CRH ORD AT COST 10,694 13,140
H11356104 BUNGE GLOBAL SA AT COST 5,221 4,745

TY 2023 LegalFeesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 441     441


TY 2023 OtherDecreasesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Description Amount
MUTUAL FUND TIMING ADJ 823
PY RETURN OF CAPITAL ADJUSTMENT 56
ROC ON CY SALES 255


TY 2023 OtherExpensesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 30 30   0


TY 2023 OtherIncreasesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Description Amount
ROUNDING 5


TY 2023 TaxesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,786 1,786   0
FEDERAL ESTIMATES - PRINCIPAL 3,398 0   0
FOREIGN TAXES ON NONQUALIFIED 18 18   0