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
FIMA FIDELMAN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7146273
B Telephone number (see instructions)

(215) 553-3028
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$2,018,142J 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... 46,097 44,352  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 327,424
b Gross sales price for all assets on line 6a 1,362,315
7 Capital gain net income (from Part IV, line 2)... 327,424
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
970    
12 Total. Add lines 1 through 11........ 374,491 371,776  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,328 16,321   10,931
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,622 792   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
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,200 17,113 0 11,181
25 Contributions, gifts, grants paid....... 80,205 80,205
26 Total expenses and disbursements. Add lines 24 and 25 109,405 17,113 0 91,386
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 265,086
b Net investment income (if negative, enter -0-) 354,663
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 69,195 67,644 67,644
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).......... 1,499,732 Click to see attachment
List of Attached Documents:
// Content
1,766,147 		1,950,498
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) 1,568,927 1,833,791 2,018,142
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........ 1,568,927 1,833,791
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)..... 1,568,927 1,833,791
30 Total liabilities and net assets/fund balances (see instructions). 1,568,927 1,833,791
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
1,568,927
2
Enter amount from Part I, line 27a .....................
2
265,086
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,834,013
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
222
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,833,791
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 24. CELANESE CORP DEL   2010-04-23 2023-01-03
b 28. CHEVRONTEXACO CORP   2010-04-23 2023-01-03
c 10. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-03
d 50. GENERAL MILLS INC COM     2023-01-10
e 11. HUMANA INC COM     2023-01-10
10. UNITED HEALTH GROUP INC     2023-01-13
21. UNITED HEALTH GROUP INC     2023-01-18
40. GENERAL MILLS INC COM     2023-01-19
16. MICROSOFT CORP COM     2023-01-19
40. GENERAL MILLS INC COM   2022-10-27 2023-01-25
20. ABBVIE INC     2023-01-26
180. ALTRIA GROUP INC     2023-01-26
21. T -MOBILE US INC     2023-01-26
240. AT&T INC     2023-01-27
80. ALTRIA GROUP INC   2022-05-18 2023-01-27
190. CSX CORP COM   2017-01-13 2023-01-27
50. LAS VEGAS SANDS CORP   2022-12-07 2023-01-30
10. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-31
16. HONEYWELL INTL INC   2022-09-26 2023-02-02
10. HONEYWELL INTL INC   2004-10-29 2023-02-02
19. MC DONALDS CORPORATION COMMON   2022-11-01 2023-02-02
21. T -MOBILE US INC     2023-02-02
18. ABBVIE INC     2023-02-08
20. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-08
140. AT&T INC     2023-02-09
30. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-09
18. T -MOBILE US INC   2022-06-03 2023-02-09
40. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
130. AT&T INC     2023-02-15
41. PIONEER NAT RES CO     2023-02-15
24. T -MOBILE US INC     2023-02-15
38. VALERO ENERGY CORP NEW   2010-04-23 2023-02-15
40. D R HORTON INC   2023-02-02 2023-02-17
20. MICROSOFT CORP COM   2019-01-17 2023-02-17
50. MICRON TECHNOLOGY   2022-07-25 2023-02-17
49. CELANESE CORP DEL   2010-04-23 2023-02-21
4. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
18. AMERICAN TOWER CORP-CL A     2023-02-24
3. AMERICAN TOWER CORP-CL A   2021-05-27 2023-02-24
8. AMERICAN TOWER CORP-CL A     2023-03-01
30. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
6. ANTHEM INC     2023-03-03
8. CIGNA CORP   2022-11-10 2023-03-03
47. QUALCOMM INC     2023-03-03
20. D R HORTON INC   2023-02-02 2023-03-06
4. HOME DEPOT INC USD 0.05   2023-02-02 2023-03-06
30. LAS VEGAS SANDS CORP   2022-06-08 2023-03-06
20. ORACLE CORPORATION   2022-12-16 2023-03-15
7. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-03-15
11. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-03-15
34. T -MOBILE US INC   2022-06-13 2023-03-16
460. AT&T INC     2023-05-02
44. ABBOTT LABORATORIES   2023-01-13 2023-05-02
100. ABBOTT LABORATORIES     2023-05-02
106. ABBVIE INC     2023-05-02
76. ADVANCED MICRO DEVICES INC   2019-01-09 2023-05-02
210. ALCOA UPSTREAM CORP     2023-05-02
91. ALLSTATE CORP COM     2023-05-02
110. ALPHABET INC/CA     2023-05-02
170. ALPHABET INC/CA     2023-05-02
50. AMAZON COM INC   2023-01-26 2023-05-02
110. AMAZON COM INC   2011-06-13 2023-05-02
260. AMERICAN INTERNATIONAL GROUP     2023-05-02
36. AMERICAN TOWER CORP-CL A     2023-05-02
46. AMERIPRISE FINL INC     2023-05-02
170. AMPHENOL CORP NEW     2023-05-02
21. ANTHEM INC   2022-10-10 2023-05-02
157. APPLE COMPUTER INC COM   2010-12-16 2023-05-02
2341.92 BNY MELLON CORP BOND-M   2016-11-16 2023-05-02
1477.833 BNY MELLON MID CAP STK FD CL M   2011-07-01 2023-05-02
10035.347 BNY MELLON EMERGING MKTS FD CL M SHS     2023-05-02
220. BAKER HUGHES A GE CO     2023-05-02
100. BANK AMER CORP   2022-09-23 2023-05-02
200. BANK AMER CORP     2023-05-02
53. BOEING COMPANY     2023-05-02
330. BOSTON SCIENTIFIC CORP COM     2023-05-02
34. BROADCOM INC     2023-05-02
25. C D W CORP/DE   2023-03-16 2023-05-02
17. CIGNA CORP     2023-05-02
72. CME GROUP INC     2023-05-02
160. CSX CORP COM   2017-01-13 2023-05-02
19. CHARTER COMMUNICATIONS INC-A     2023-05-02
30. COCA-COLA CO USD   2022-06-07 2023-05-02
300. COCA-COLA CO USD     2023-05-02
220. CORNING INC COM     2023-05-02
4. COSTCO WHSL CORP NEW   2022-09-14 2023-05-02
23. COSTCO WHSL CORP NEW     2023-05-02
70. D R HORTON INC     2023-05-02
5. DEERE & COMPANY   2022-11-03 2023-05-02
41. DEERE & COMPANY   2017-06-16 2023-05-02
230. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-05-02
250. ENBRIDGE INC     2023-05-02
7. EQUINIX INC     2023-05-02
40. EXELON CORP     2023-05-02
180. EXELON CORP     2023-05-02
276. EXXON MOBIL CORP     2023-05-02
90. FACEBOOK INC     2023-05-02
28. GENUINE PARTS CO   2023-03-06 2023-05-02
30. HOME DEPOT INC USD 0.05     2023-05-02
19. HOME DEPOT INC USD 0.05   2011-05-03 2023-05-02
64. HONEYWELL INTL INC   2004-10-29 2023-05-02
13. HUMANA INC COM   2022-09-02 2023-05-02
65. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-05-02
136. J P MORGAN CHASE & CO     2023-05-02
26. KLA TENCOR CORP   2019-10-24 2023-05-02
310. LAS VEGAS SANDS CORP     2023-05-02
34. ESTEE LAUDER COMPANIES INC CL A     2023-05-02
18. ESTEE LAUDER COMPANIES INC CL A     2023-05-02
10. ELI LILLY & CO COM   2022-06-17 2023-05-02
46. ELI LILLY & CO COM     2023-05-02
18. MARTIN MARIETTA MATLS INC   2022-08-31 2023-05-02
28. MASTERCARD INC     2023-05-02
61. MASTERCARD INC     2023-05-02
45. MC DONALDS CORPORATION COMMON     2023-05-02
184. MERCK & CO INC     2023-05-02
158. MICROSOFT CORP COM     2023-05-02
70. MICROCHIP TECHNOLOGY INC   2023-03-03 2023-05-02
70. MICRON TECHNOLOGY   2022-10-17 2023-05-02
280. MICRON TECHNOLOGY     2023-05-02
30. NEXTERA ENERGY INC   2023-02-10 2023-05-02
132. NEXTERA ENERGY INC     2023-05-02
49. NIKE INC CL B     2023-05-02
71. NIKE INC CL B   2015-04-21 2023-05-02
34. NVIDIA CORP   2023-02-09 2023-05-02
130. OLIN CORP COM PAR $1     2023-05-02
200. ORACLE CORPORATION     2023-05-02
85. PROCTER & GAMBLE CO COM     2023-05-02
31. PROCTER & GAMBLE CO COM   2022-03-17 2023-05-02
44. PROLOGIS INC   2022-10-27 2023-05-02
90. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2023-05-02
30. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-05-02
78. QUALCOMM INC     2023-05-02
101. RAYTHEON TECHNOLOGIES CORP     2023-05-02
13. REGENERON PHARMACEUTICALS INC     2023-05-02
30. S & P GLOBAL INC     2023-05-02
32. SALESFORCE COM INC   2023-03-15 2023-05-02
1450. SOUTHWESTERN ENERGY CO     2023-05-02
39. STRYKER CORP   2023-01-18 2023-05-02
270. SYNCHRONY FINANCIAL     2023-05-02
5. T -MOBILE US INC   2022-06-13 2023-05-02
110. T -MOBILE US INC     2023-05-02
60. TARGET CORP     2023-05-02
84. TEXAS INSTRUMENTS INC     2023-05-02
21. THERMO ELECTRON CORP     2023-05-02
220. TRUIST FINL CORP     2023-05-02
29. UNITED HEALTH GROUP INC   2016-09-14 2023-05-02
150. VOYA FINANCIAL INC     2023-05-02
19. ACCENTURE PLC IRELAND SHS CL A     2023-05-02
16. EATON CORP PLC   2022-09-26 2023-05-02
88. EATON CORP PLC   2012-11-30 2023-05-02
50. TRANE TECHNOLOGIES PLC   2012-02-16 2023-05-02
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,444   816 1,628
b 4,871   2,295 2,576
c 2,605   2,729 -124
d 4,211   4,089 122
e 5,288   5,473 -185
4,978   3,283 1,695
10,047   4,141 5,906
3,109   3,230 -121
3,700   1,686 2,014
3,086   3,197 -111
2,946   1,906 1,040
7,970   10,085 -2,115
3,118   3,138 -20
4,771   4,835 -64
3,541   4,297 -756
5,711   2,450 3,261
2,887   2,318 569
2,645   2,729 -84
3,248   2,726 522
2,030   323 1,707
4,996   5,184 -188
3,085   3,029 56
2,617   1,656 961
1,953   1,582 371
2,655   2,733 -78
2,929   2,373 556
2,579   2,458 121
2,412   2,885 -473
2,492   2,391 101
9,073   5,461 3,612
3,534   3,087 447
5,178   683 4,495
3,769   4,124 -355
5,138   2,108 3,030
2,940   3,022 -82
5,532   1,666 3,866
790   1,074 -284
3,523   4,663 -1,140
587   765 -178
1,554   1,974 -420
1,764   2,164 -400
2,804   2,885 -81
2,286   2,582 -296
5,771   6,753 -982
1,832   2,062 -230
1,197   1,356 -159
1,803   1,112 691
1,649   1,601 48
1,712   2,162 -450
2,690   3,905 -1,215
4,821   4,331 490
7,885   8,394 -509
4,904   4,994 -90
11,145   6,979 4,166
16,279   7,884 8,395
6,837   1,592 5,245
7,510   11,181 -3,671
10,308   12,043 -1,735
11,673   10,255 1,418
18,041   3,327 14,714
5,163   4,922 241
11,358   1,028 10,330
13,487   8,457 5,030
7,216   5,333 1,883
13,619   10,430 3,189
12,849   12,855 -6
9,853   9,830 23
26,582   1,803 24,779
27,447   30,000 -2,553
24,000   19,951 4,049
94,633   104,593 -9,960
5,993   6,877 -884
2,823   3,148 -325
5,646   3,296 2,350
10,720   9,305 1,415
17,533   14,446 3,087
20,960   19,125 1,835
4,218   4,835 -617
4,270   5,222 -952
13,283   13,263 20
4,935   2,063 2,872
6,867   7,646 -779
1,912   1,884 28
19,119   17,120 1,999
7,152   7,773 -621
1,973   2,033 -60
11,344   4,858 6,486
7,551   6,476 1,075
1,895   1,977 -82
15,543   5,247 10,296
11,663   13,158 -1,495
9,698   9,636 62
4,991   2,894 2,097
1,725   1,860 -135
7,762   4,261 3,501
30,838   28,998 1,840
21,778   14,212 7,566
4,773   4,860 -87
8,842   9,862 -1,020
5,600   691 4,909
12,643   2,066 10,577
6,951   6,306 645
14,990   5,642 9,348
19,083   13,480 5,603
9,924   4,361 5,563
19,732   10,997 8,735
8,288   8,767 -479
4,388   5,450 -1,062
4,092   2,955 1,137
18,823   8,253 10,570
6,573   6,246 327
10,463   9,367 1,096
22,794   20,924 1,870
13,377   11,081 2,296
21,608   17,471 4,137
48,800   11,929 36,871
5,377   5,743 -366
4,332   3,743 589
17,329   10,948 6,381
2,302   2,237 65
10,130   7,818 2,312
6,205   5,898 307
8,991   3,556 5,435
9,680   7,782 1,898
6,981   7,845 -864
18,972   15,482 3,490
13,314   12,587 727
4,856   4,646 210
5,406   4,863 543
5,724   6,149 -425
1,908   2,164 -256
9,060   9,314 -254
10,014   7,376 2,638
10,532   9,209 1,323
10,706   6,573 4,133
6,306   5,786 520
6,860   9,489 -2,629
11,445   9,859 1,586
7,518   6,402 1,116
707   637 70
15,553   10,905 4,648
9,302   9,882 -580
13,937   14,279 -342
11,492   6,858 4,634
6,646   9,082 -2,436
14,314   3,864 10,450
11,245   4,378 6,867
5,286   5,164 122
2,702   2,141 561
14,863   3,247 11,616
9,407   1,236 8,171
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
      19,317
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       1,628
b       2,576
c       -124
d       122
e       -185
      1,695
      5,906
      -121
      2,014
      -111
      1,040
      -2,115
      -20
      -64
      -756
      3,261
      569
      -84
      522
      1,707
      -188
      56
      961
      371
      -78
      556
      121
      -473
      101
      3,612
      447
      4,495
      -355
      3,030
      -82
      3,866
      -284
      -1,140
      -178
      -420
      -400
      -81
      -296
      -982
      -230
      -159
      691
      48
      -450
      -1,215
      490
      -509
      -90
      4,166
      8,395
      5,245
      -3,671
      -1,735
      1,418
      14,714
      241
      10,330
      5,030
      1,883
      3,189
      -6
      23
      24,779
      -2,553
      4,049
      -9,960
      -884
      -325
      2,350
      1,415
      3,087
      1,835
      -617
      -952
      20
      2,872
      -779
      28
      1,999
      -621
      -60
      6,486
      1,075
      -82
      10,296
      -1,495
      62
      2,097
      -135
      3,501
      1,840
      7,566
      -87
      -1,020
      4,909
      10,577
      645
      9,348
      5,603
      5,563
      8,735
      -479
      -1,062
      1,137
      10,570
      327
      1,096
      1,870
      2,296
      4,137
      36,871
      -366
      589
      6,381
      65
      2,312
      307
      5,435
      1,898
      -864
      3,490
      727
      210
      543
      -425
      -256
      -254
      2,638
      1,323
      4,133
      520
      -2,629
      1,586
      1,116
      70
      4,648
      -580
      -342
      4,634
      -2,436
      10,450
      6,867
      122
      561
      11,616
      8,171
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 327,424
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 4,930
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 4,930
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 4,930
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,660
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,660
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 3,270
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (215) 553-3028

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		27,328    
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
1,863,530
b
Average of monthly cash balances.......................
1b
50,659
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,914,189
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
1,914,189
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,713
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,885,476
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
94,274
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
94,274
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,930
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,930
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,344
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,344
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
89,344
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
91,386
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
91,386
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 89,344
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,991
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$ 91,386
a Applied to 2022, but not more than line 2a 1,991
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..... 89,344
e Remaining amount distributed out of corpus 51
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 51
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		51
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.... 51
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLZ
NEW YORK,NY10023 		NONE PC GENERAL OPERATING 80,205
Total .................................right arrow 3a 80,205
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 46,097  
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 ............ 		    18 327,424  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 970  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   374,491  
13Total. Add line 12, columns (b), (d), and (e)..................
13
374,491
(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:
FIMA FIDELMAN CHARITABLE TRUST
EIN:
13-7146273
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
595112103 MICRON TECHNOLOGY      
872590104 T -MOBILE US INC      
91324P102 UNITED HEALTH GROUP      
929089100 VOYA FINANCIAL INC      
G29183103 EATON CORP PLC      
101137107 BOSTON SCIENTIFIC CO      
29444U700 EQUINIX INC      
05569M301 BNY MELLON INCOME ST AT COST 37,617 43,254
126408103 CSX CORP COM      
150870103 CELANESE CORP DEL      
30161N101 EXELON CORP      
02079K305 ALPHABET INC/CA      
05569M368 BNY MELLON CORP BOND      
05569M780 BNY MELLON S/T US GV AT COST 40,000 37,340
437076102 HOME DEPOT INC USD 0      
46625H100 J P MORGAN CHASE & C      
65339F101 NEXTERA ENERGY INC      
723787107 PIONEER NAT RES CO      
05569M509 BNY MELLON MID CAP S AT COST 70,049 92,168
05569M855 BNY MELLON EMERGING      
91913Y100 VALERO ENERGY CORP N      
037833100 APPLE COMPUTER INC C      
654106103 NIKE INC CL B      
05569M806 BNY MELLON SMALL CAP AT COST 75,934 126,287
060505104 BANK AMER CORP      
166764100 CHEVRONTEXACO CORP      
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
05569M871 BNY MELLON INTL FD C AT COST 50,000 74,244
002824100 ABBOTT LABORATORIES      
452308109 ILLINOIS TOOL WORKS      
594918104 MICROSOFT CORP COM      
87165B103 SYNCHRONY FINANCIAL      
882508104 TEXAS INSTRUMENTS IN      
023135106 AMAZON COM INC      
026874784 AMERICAN INTERNATION      
03027X100 AMERICAN TOWER CORP-      
438516106 HONEYWELL INTL INC      
12572Q105 CME GROUP INC      
191216100 COCA-COLA CO USD      
89832Q109 TRUIST FINL CORP      
00287Y109 ABBVIE INC      
482480100 KLA TENCOR CORP      
78409V104 S & P GLOBAL INC      
883556102 THERMO ELECTRON CORP      
007903107 ADVANCED MICRO DEVIC      
05588E850 BNY MELLON HIGH YIEL AT COST 35,677 28,903
532457108 ELI LILLY & CO COM      
75513E101 RAYTHEON TECHNOLOGIE      
05569M491 MUN OPPORTUNITIES FD AT COST 55,000 51,650
G8994E103 TRANE TECHNOLOGIES P      
518439104 ESTEE LAUDER COMPANI      
03076C106 AMERIPRISE FINL INC      
05569M830 BNY MELLON BOND FD C AT COST 360,000 328,291
05589K400 BNYM FLTNG RT INC-Y AT COST 30,000 28,825
G1151C101 ACCENTURE PLC IRELAN      
57636Q104 MASTERCARD INC      
367829884 GATEWAY TR AT COST 51,000 57,122
020002101 ALLSTATE CORP COM      
742718109 PROCTER & GAMBLE CO      
58933Y105 MERCK & CO INC      
032095101 AMPHENOL CORP NEW      
125523100 CIGNA CORP      
097023105 BOEING COMPANY      
444859102 HUMANA INC COM      
30231G102 EXXON MOBIL CORP      
00206R102 AT&T INC      
68389X105 ORACLE CORPORATION      
573284106 MARTIN MARIETTA MATL      
29250N105 ENBRIDGE INC      
744573106 PUBLIC SERVICE ENTER      
845467109 SOUTHWESTERN ENERGY      
75886F107 REGENERON PHARMACEUT      
87612E106 TARGET CORP      
517834107 LAS VEGAS SANDS CORP      
74340W103 PROLOGIS INC      
05722G100 BAKER HUGHES A GE CO      
036752103 ANTHEM INC      
11135F101 BROADCOM INC      
370334104 GENERAL MILLS INC CO      
747525103 QUALCOMM INC      
580135101 MC DONALDS CORPORATI      
02209S103 ALTRIA GROUP INC      
05587N794 BNYM GLBL RL RTRN -Y AT COST 35,000 35,668
233203421 DFA EMERG MKTS CORE AT COST 71,262 75,903
31618H283 FIDELITY ADV INTL SM AT COST 29,125 31,246
38145N220 GOLDMAN SACHS ABS RE AT COST 19,000 19,755
464287200 ISHARES S&P 500 INDE AT COST 539,106 620,919
464287507 ISHARES TR S&P MIDCA AT COST 93,014 105,317
464287804 ISHARES TR S & P SMA AT COST 77,195 90,389
46432F842 ISHARES CORE MSCI EA AT COST 27,168 28,140
64128R608 NEUBERGER BERMAN LON AT COST 70,000 75,077

TY 2023 OtherDecreasesSchedule
Name:
FIMA FIDELMAN CHARITABLE TRUST
EIN:
13-7146273
Description Amount
MUTUAL FUND TIMING ADJ 192
ROC ON CY SALES 21
ROUNDING 9


TY 2023 OtherExpensesSchedule
Name:
FIMA FIDELMAN CHARITABLE TRUST
EIN:
13-7146273
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250


TY 2023 OtherIncomeSchedule2
Name:
FIMA FIDELMAN CHARITABLE TRUST
EIN:
13-7146273
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 970 0  


TY 2023 TaxesSchedule
Name:
FIMA FIDELMAN CHARITABLE TRUST
EIN:
13-7146273
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 596 596   0
FEDERAL ESTIMATES - PRINCIPAL 830 0   0
FOREIGN TAXES ON NONQUALIFIED 196 196   0