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
BITNER H M & EVELYN-CHAR TR
 
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

25-6018931
B Telephone number (see instructions)

(412) 234-1634
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$1,787,924J 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... 42,130 42,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -47,694
b Gross sales price for all assets on line 6a 329,513
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,432    
12 Total. Add lines 1 through 11........ -3,132 42,130  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,228 18,737   12,491
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
553 553   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,781 19,290 0 12,491
25 Contributions, gifts, grants paid....... 82,250 82,250
26 Total expenses and disbursements. Add lines 24 and 25 114,031 19,290 0 94,741
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -117,163
b Net investment income (if negative, enter -0-) 22,840
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.............   -825 -825
2 Savings and temporary cash investments......... 12,859 19,310 19,310
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).......... 1,785,838 Click to see attachment
List of Attached Documents:
// Content
1,665,492 		1,769,439
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) 1,798,697 1,683,977 1,787,924
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........ 1,798,697 1,683,977
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)..... 1,798,697 1,683,977
30 Total liabilities and net assets/fund balances (see instructions). 1,798,697 1,683,977
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
1,798,697
2
Enter amount from Part I, line 27a .....................
2
-117,163
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,000
4
Add lines 1, 2, and 3 ..........................
4
1,684,534
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
557
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,683,977
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 39.872 TCW EMERGING MARKETS INCOME FUND-I   2020-12-29 2023-02-06
b 229.183 G Q G PART EMERG MKTS EQ-INST   2021-07-01 2023-03-03
c 3690.037 BNY MELLON BOND FD CL M   2013-03-04 2023-03-03
d 3300.33 TCW EMERGING MARKETS INCOME FUND-I   2020-12-29 2023-03-03
e 3. ISHARES S&P 500 INDEX FUND   2023-03-03 2023-08-02
789.251 VAN ECK CM COMMODITY INDX-I   2022-12-21 2023-08-07
3059.917 VAN ECK CM COMMODITY INDX-I   2014-11-19 2023-08-07
360. B N Y MELLON SHORT DURATION CO   2022-11-14 2023-08-18
1828.154 BNYM FLTNG RT INC-Y   2015-10-01 2023-11-10
53.89 PARNASSUS MID CAP FUND-INS   2022-11-17 2023-11-10
1110.429 PARNASSUS MID CAP FUND-INS   2021-07-01 2023-11-10
2861.953 TCW EMERGING MARKETS INCOME FUND-I   2020-12-29 2023-11-10
498.989 G Q G PART EMERG MKTS EQ-INST   2021-07-01 2023-11-13
682.261 BNY MELLON HIGH YIELD-I   2015-10-30 2023-11-13
686.342 CALVERT SMALL CAP FUND   2022-03-04 2023-11-13
839.479 F&T BHVRL SM CAP EQ-R6   2022-12-06 2023-11-13
236.368 F&T BHVRL SM CAP EQ-R6   2022-03-04 2023-11-13
198. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-11-14 2023-11-13
113.636 CHAMPLAIN MID CAP FUND-INS   2021-07-01 2023-11-28
55. ISHARES S&P 500 INDEX FUND   2023-11-24 2023-11-28
94.985 JOHN HANCOCK III-DISC M/C-IS   2023-11-10 2023-11-28
61. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-11-14 2023-12-12
434. ISHARES MSCI EAFE SMALL CAP   2021-04-05 2023-12-19
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 250   337 -87
b 3,000   4,261 -1,261
c 40,000   49,447 -9,447
d 20,000   27,872 -7,872
e 1,365   1,214 151
3,812   3,741 71
14,779   16,160 -1,381
16,842   16,750 92
20,000   21,101 -1,101
1,841   1,842 -1
37,943   49,796 -11,853
17,000   24,194 -7,194
7,400   9,276 -1,876
3,500   4,226 -726
20,000   22,951 -2,951
31,212   31,777 -565
8,788   8,263 525
16,028   16,077 -49
2,500   3,305 -805
25,105   25,145 -40
2,500   2,417 83
4,968   4,953 15
26,654   32,102 -5,448
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
      4,026
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       -87
b       -1,261
c       -9,447
d       -7,872
e       151
      71
      -1,381
      92
      -1,101
      -1
      -11,853
      -7,194
      -1,876
      -726
      -2,951
      -565
      525
      -49
      -805
      -40
      83
      15
      -5,448
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -47,694
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) 1 317
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........................... 3 317
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- ..... 5 317
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 296
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.............. 7 296
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 21
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (412) 234-1634

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
JOHN BITNER CO-TRUSTEE
0 		4,214    
2329 LINCOLNWOOD DR
EVANSTON,IL60201
CYNTHIA TURICH CO-TRUSTEE
0 		4,214    
7301 REYNOLDS ST
PITTSBURGH,PA15208
PRISCILLA PEARSON CO-TRUSTEE
0 		4,214    
21730 MARYLEE STREET UNIT 40
WOODLAND HILLS,CA91367
HOLLY BITNER DUCK CO-TRUSTEE
0 		4,214    
3312 FALKNER DRIVE
NAPERVILLE,IL60564
BNY MELLON N A TRUSTEE
1 		14,372    
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
1,712,409
b
Average of monthly cash balances.......................
1b
15,174
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,727,583
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
1,727,583
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,914
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,701,669
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
85,083
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
85,083
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
317
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
317
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
84,766
4
Recoveries of amounts treated as qualifying distributions................
4
3,000
5
Add lines 3 and 4............................
5
87,766
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
87,766
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
94,741
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
94,741
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 87,766
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...... 4,731
b From 2019...... 5,531
c From 2020...... 11,300
d From 2021...... 0
e From 2022...... 5,897
f Total of lines 3a through e ........ 27,459
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 94,741
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..... 87,766
e Remaining amount distributed out of corpus 6,975
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 34,434
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) ... 		4,731
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		29,703
10 Analysis of line 9:
a Excess from 2019.... 5,531
b Excess from 2020.... 11,300
c Excess from 2021.... 0
d Excess from 2022.... 5,897
e Excess from 2023.... 6,975
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:
ANNETTE CALGARO- H M BITNER CHARIT
BNYM CTR SUITE 825
PITTSBURGH,PA15258
(412) 234-1634
bThe form in which applications should be submitted and information and materials they should include:
PROVIDED UPON INITIAL CONTACT
cAny submission deadlines:
PROVIDED UPON INITIAL CONTACT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PROVIDED UPON INITIAL CONTACT
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE URBAN SCHOOL ANNUAL CAMPAIGN

1563 PAGE STREET
SAN FRANCISCO,CA94117 		NONE PC GENERAL OPERATING 500

LIFEMOVES

181 CONSTITUTION DRIVE
MENLO PARK,CA94025 		NONE PC GENERAL OPERATING 500

THE ALIVE CENTER

500 WEST 5TH AVENUE
NAPERVILLE,IL60563 		NONE PC GENERAL OPERATING 500

THE NATURE CONSERVANCY

2500 MAITLAND CENTER PARKWAY SUITE
MAITLAND,FL32751 		NONE PC GENERAL OPERATING 500

BATES COLLEGE

2 ANDREWS ROAD 217 LANE HALL
LEWISTON,MA04240 		NONE PC GENERAL OPERATING 2,000

CORNELL UNIVERSITY

377 PINE TREE RD
ITHACA,NY148502820 		NONE PC GENERAL OPERATING 1,000

CALIFORNIA TROUT

435 PACIFIC AVE STE 200
SAN FRANCISCO,CA941334664 		NONE PC GENERAL OPERATING 500

FAMILY RESOURCES

1425 FORBES AVE
PITTSBURGH,PA152195140 		NONE PC GENERAL OPERATING 1,000

WQED MULTIMEDIA

4802 FIFTH AVENUE
PITTSBURGH,PA152132942 		NONE PC GENERAL OPERATING 2,500

CARNEGIE LIBRARY OF PITTSBURGH

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 4,000

THE NEIGHBORHOOD ACADEMY

709 N AIKEN AVE
PITTSBURGH,PA152062016 		NONE PC GENERAL OPERATING 1,000

THE MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL60530 		NONE PC GENERAL OPERATING 1,500

SAN FRANCISCO SPCA

2500 16TH STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING 500

KQED

2601 MARIPOSA STREET
SAN FRANCISCO,CA94119 		NONE PC GENERAL OPERATING 500

ST MARKS EPISCOPAL CHURCH

1509 RIDGE AVENUE
EVANSTON,IL60201 		NONE PC GENERAL OPERATING 500

THE FAMILY INSTITUTE

618 LIBRARY PLACE
EVANSTON,IL60201 		NONE PC GENERAL OPERATING 500

COLUMBIA LAW SCHOOL FUND

435 W 116TH STREET
NEW YORK,NY10027 		NONE PC GENERAL OPERATING 2,000

PITTSBURGH SYMPHONY

600 PENN AVE
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 500

WINCHESTER THURSTON SCHOOL

555 MOREWOOD AVENUE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 500

HOMELESS PRENATAL PROGRAM

2500 18TH STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING 500

FAMILY CONNECTIONS

PO BOX 358
SAN CARLOS,CA94070 		NONE PC GENERAL OPERATING 500

PUPPIES BEHIND BARS

263 W 38TH ST 4TH FLOOR
NEW YORK,NE10018 		NONE PC GENERAL OPERATING 500

ILLINOIS HORSE RESCUE OF WILL COUNTY

PO BOX 1019
BEECHER,IL60401 		NONE PC GENERAL OPERATING 2,000

NAPERVILLE HUMANE SOCIETY

1620 W DIEHL ROAD
NAPERVILLE,IL60563 		NONE PC GENERAL OPERATING 500

BROOKFIELD ZOO

3300 GOLF ROAD
BROOKFIELD,IL60513 		NONE PC GENERAL OPERATING 1,500

WORLD WILDLIFE FUND

1350 24TH STREET NW
WASHINGTON DC,DC200371193 		NONE PC GENERAL OPERATING 1,000

OCEANA

1350 CONNECTICUT AVENUE NW 5TH FLOO
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 1,000

THE HEAL PROJECT

498 KELLY AVE
HALF MOON BAY,CA94109 		NONE PC GENERAL OPERATING 2,000

OLD TRAIL SCHOOL

2315 IRA RD
BATH,OH442100000 		NONE PC GENERAL OPERATING 1,000

HESED HOUSE

911 N 6TH ST
GOSHEN,IN465282613 		NONE PC GENERAL OPERATING 500

NORTHWESTERN UNIVERSITY

633 CLARK ST
EVANSTON,IL602080001 		NONE PC GENERAL OPERATING 4,000

MCGAW YMCA

1000 GROVE ST
EVANSTON,IL602014202 		NONE PC GENERAL OPERATING 500

JAMES B MORAN CENTER FOR YOUTH ADVOCACY

1123 EMERSON ST STE 203
EVANSTON,IL602013100 		NONE PC GENERAL OPERATING 1,000

START EARLY

33 W MONROE ST STE 1200
CHICAGO,IL606035316 		NONE PC GENERAL OPERATING 500

VIDA VERDE NATURE EDUCATION

3540 LA HONDA RD
SAN GREGORIO,CA940749832 		NONE PC GENERAL OPERATING 1,000

AIM HIGH

1015 BRIGHTWOOD CT
WALNUT CREEK,CA945980000 		NONE PC GENERAL OPERATING 1,000

JUNIOR LEAGUE OF EVANSTON-NORTH SHORE IN

620 LINCOLN AVENUE STE 209
WINNETKA,IL600932331 		NONE PC GENERAL OPERATING 500

GOLDEN RETRIEVER FOUNDATION

24313 SE 34TH PL
SAMMAMISH,WA980296596 		NONE PC GENERAL OPERATING 1,000

NATIL CTR FOR MISS AND EXPLOITED CHILDRE

333 JOHN CARLYLE ST
ALEXANDRIA,VA223145767 		NONE PC GENERAL OPERATING 500

WEST VIRGINIA WESLEYAN COLLEGE

59 COLLEGE AVE
BUCKHANNON,WV262012600 		NONE PC GENERAL OPERATING 20,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL OPERATING 500

INTL ASSOCIATION FOR THE STUDY OF DREAMS

PO BOX 206
NOVATO,CA949480206 		NONE PC GENERAL OPERATING 2,000

INSPIRE THROUGH FLOWERS

1430 MULFORD ST
EVANSTON,IL60202 		NONE PC GENERAL OPERATING 1,500

PACIFIC ENVIRONMENT AND RESOURCES CENTER

473 PINE STREET 3RD FLOOR
SAN FRANCISCO,CA941042853 		NONE PC GENERAL OPERATING 500

NAMI SAN MATEO COUNTY

2755 CAMPUS DR STE 210
SAN MATEO,CA944032545 		NONE PC GENERAL OPERATING 1,000

SAN DOMENICO SCHOOL

1500 BUTTERFIELD RD
SAN ANSELMO,CA949601057 		NONE PC GENERAL OPERATING 4,000

WOMENS CENTER AND SHELTER OF

PO BOX 9024
PITTSBURGH,PA15224 		NONE PC GENERAL OPERATING 1,500

PLANNED PARENTHOOD FEDERATION

114 UNIVERSITY AVENUE
ROCHESTER,NY14605 		NONE PC GENERAL OPERATING 1,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NE10006 		NONE PC GENERAL OPERATING 1,000

PITTSBURGH PARKS CONSERVANCY

PITTSBURGH PARKS CONSERVANCY
PITTSBURGH,PA15203 		NONE PC GENERAL OPERATING 1,000

THE 311 PROJECT

YORKVILLE ILLINOIS 60560
YORKVILLE,IL60560 		NONE PC GENERAL OPERATING 500

ENVIRONMENTAL TRAVEL COMPANIONS

2 MARINA BLVD C385
SAN FRANCISCO,CA94123 		NONE PC GENERAL OPERATING 500

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 N LINDEN ST
DUQUESNE,PA15110 		NONE PC GENERAL OPERATING 1,500

HOPE FOUNDATION

1250 GREENWOOD RD
GLENVIEW,IL60025 		NONE PC GENERAL OPERATING 250

JEREMIAHS PLACE CRISIS NURSERY

6435 FRANKSTOWN AVE
PITTSBURGH,PA15206 		NONE PC GENERAL OPERATING 500

NORTHEN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NONE PC GENERAL OPERATING 500

PITTSBURGH HISTORY AND LANDMARKS FDN

100 W STATION SQUARE DR 450
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 1,000

THE LUCID DREAMING FOUNDATION

PO BOX 11
AMES,IA50010 		NONE PC GENERAL OPERATING 500

USA FOR UNHCR

1310 L ST NW 450
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 1,000

WESA 905

67 BEDFORD SQ
PITTSBURGH,PA15203 		NONE PC GENERAL OPERATING 500
Total .................................right arrow 3a 82,250
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 42,130  
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 -47,694  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,432  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -3,132  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-3,132
(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:
BITNER H M & EVELYN-CHAR TR
EIN:
25-6018931
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M830 BNY MELLON BOND FD C AT COST 423,945 382,617
921075297 VAN ECK CM COMMODITY      
05588E850 BNY MELLON HIGH YIEL AT COST 42,083 37,690
05589K400 BNYM FLTNG RT INC-Y AT COST 35,994 35,831
05588F709 BNYM GLBL RL EST SEC AT COST 18,187 17,475
87234N765 TCW EMERGING MARKETS AT COST 19,198 18,740
464287200 ISHARES S&P 500 INDE AT COST 618,806 788,090
05588D753 BNY MELLON INTL EQTY AT COST 47,791 40,682
233203421 DFA EMERG MKTS CORE AT COST 43,547 37,295
00771X419 G Q G PART EMERG MKT AT COST 39,073 34,412
464288273 ISHARES MSCI EAFE SM      
05587K857 BNYM INTL STCK-Y AT COST 45,131 42,241
46432F842 ISHARES CORE MSCI EA AT COST 58,436 55,295
00766Y513 CHAMPLAIN MID CAP FU AT COST 63,041 57,236
464287499 ISHARES TR RUSSELL M AT COST 57,489 54,178
701765505 PARNASSUS MID CAP FU      
13161P862 CALVERT SMALL CAP FU AT COST 27,481 29,197
464287457 ISHARES 1-3 YEAR TRE AT COST 12,667 12,798
14064D873 F&T BHVRL SM CAP EQ- AT COST 49,092 58,736
09661T701 B N Y MELLON SHORT D      
31618H283 FIDELITY ADV INTL SM AT COST 26,411 27,116
47803W406 JOHN HANCOCK III-DIS AT COST 37,120 39,810

TY 2023 OtherDecreasesSchedule
Name:
BITNER H M & EVELYN-CHAR TR
EIN:
25-6018931
Description Amount
MUTUAL FUND TIMING ADJ 102
PY RETURN OF CAPITAL ADJUSTMENT 110
ROC ON CY SALES 96
COST BASIS ADJUSTMENT 249


TY 2023 OtherIncomeSchedule2
Name:
BITNER H M & EVELYN-CHAR TR
EIN:
25-6018931
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,432 0  


TY 2023 OtherIncreasesSchedule
Name:
BITNER H M & EVELYN-CHAR TR
EIN:
25-6018931
Description Amount
RECOVERY OF GRANTS PAID 3,000


TY 2023 TaxesSchedule
Name:
BITNER H M & EVELYN-CHAR TR
EIN:
25-6018931
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 460 460   0
FOREIGN TAXES ON NONQUALIFIED 93 93   0