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 06-01-2023 , and ending 05-31-2024
Name of foundation
LAPPE-BOWMAN J B FOR B-L FDN-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

25-6440597
B Telephone number (see instructions)

(412) 234-0023
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$6,130,385J 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... 146,561 146,319  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 290,761
b Gross sales price for all assets on line 6a 3,137,437
7 Capital gain net income (from Part IV, line 2)... 290,761
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
6,345    
12 Total. Add lines 1 through 11........ 443,667 437,080  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,823 38,294   25,529
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
2,805 2,075   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
32 32    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,660 40,401 0 25,529
25 Contributions, gifts, grants paid....... 268,000 268,000
26 Total expenses and disbursements. Add lines 24 and 25 334,660 40,401 0 293,529
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,007
b Net investment income (if negative, enter -0-) 396,679
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......... 17,258 26,588 26,588
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).......... 5,636,756 Click to see attachment
List of Attached Documents:
// Content
5,735,179 		6,103,797
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) 5,654,014 5,761,767 6,130,385
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........ 5,654,014 5,761,767
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)..... 5,654,014 5,761,767
30 Total liabilities and net assets/fund balances (see instructions). 5,654,014 5,761,767
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
5,654,014
2
Enter amount from Part I, line 27a .....................
2
109,007
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,763,021
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,254
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,761,767
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 40. ISHARES S&P 500 INDEX FUND   2022-12-28 2023-06-06
b 42. CHUBB LTD   2023-05-01 2023-06-15
c 400. PPL CORP   2023-05-01 2023-06-21
d 66. ANSYS INC   2023-05-01 2023-06-30
e 49. APPLIED MATERIALS INC   2023-05-01 2023-06-30
44. CATERPILLAR INC   2023-05-01 2023-06-30
250. INTERPUBLIC GROUP OF COMPANIES INC   2023-05-01 2023-06-30
280. SHOPIFY INC-A W/I   2023-05-01 2023-06-30
62. CHUBB LTD   2023-05-01 2023-06-30
6. EXXON MOBIL CORP   2022-11-01 2023-07-18
73. EXXON MOBIL CORP   2023-06-30 2023-07-18
40. BILL.COM HOLDINGS INC   2023-05-01 2023-07-31
180. BRITISH AMERICAN TOBACCO   2023-05-01 2023-07-31
50. DEXCOM INC   2023-05-01 2023-07-31
110. EQT CORP COM   2023-05-01 2023-07-31
90. EXELON CORP   2023-06-30 2023-07-31
32. MARATHON PETROLEUM CORP   2023-05-01 2023-07-31
15. AON PLC/IRELAND A   2023-05-01 2023-07-31
2529.148 VAN ECK CM COMMODITY INDX-I   2022-12-21 2023-08-07
9179.161 VAN ECK CM COMMODITY INDX-I   2015-12-31 2023-08-07
15. AMERIPRISE FINL INC   2021-02-19 2023-08-16
13. HUMANA INC COM   2023-05-01 2023-08-16
19. HUMANA INC COM   2022-09-02 2023-08-17
7. HUMANA INC COM   2023-05-01 2023-08-17
60. SALESFORCE COM INC   2023-03-15 2023-08-21
160. ALCOA UPSTREAM CORP   2023-01-27 2023-08-31
260. ALCOA UPSTREAM CORP   2023-03-01 2023-08-31
100. BIOMARIN PHARMACEUTICAL INC   2023-05-01 2023-08-31
47. DEXCOM INC   2023-05-01 2023-08-31
80. DOLBY LABORATORIES INC   2023-05-01 2023-08-31
150. EQT CORP COM   2023-08-16 2023-08-31
22. INTUITIVE SURGICAL INC   2023-05-01 2023-08-31
42. L3HARRIS TECHNOLOGIES INC   2023-05-01 2023-08-31
110. TWILIO INC - A   2023-05-01 2023-08-31
50. CF INDS HLDGS INC   2023-05-01 2023-09-21
70. CONOCOPHILLIPS   2023-07-31 2023-09-21
140. EDWARDS LIFESCIENCES CORP   2023-05-01 2023-09-21
160. HOWMET AEROSPACE INC   2023-05-01 2023-09-21
2. ELI LILLY & CO COM   2023-05-01 2023-09-21
13. ELI LILLY & CO COM   2022-06-17 2023-09-21
19. NETFLIX COM INC   2023-05-01 2023-09-21
950. PELOTON INTERACTIVE INC-A   2023-05-01 2023-09-21
80. RAYTHEON TECHNOLOGIES CORP   2023-05-01 2023-09-21
140. RAYTHEON TECHNOLOGIES CORP   2021-02-05 2023-09-21
110. UBER TECHNOLOGIES INC   2023-05-01 2023-09-21
180. SCHWAB CHARLES CORP NEW   2023-05-01 2023-10-06
170. BAXTER INTL INC COM   2023-07-18 2023-10-12
.6667 VERALTO CORP-W/I   2023-07-31 2023-10-16
46. HESS CORP   2023-05-01 2023-10-24
89. HESS CORP   2023-05-01 2023-10-24
56. ESTEE LAUDER COMPANIES INC CL A   2023-07-31 2023-11-03
23. ESTEE LAUDER COMPANIES INC CL A   2022-05-17 2023-11-03
180. GILEAD SCIENCES INC   2023-05-01 2023-11-15
38. MCKESSON CORPORATION   2023-05-01 2023-11-16
110. MICRON TECHNOLOGY   2023-09-21 2023-11-20
976.563 CALVERT SMALL CAP FUND   2022-03-03 2023-11-24
2483.348 F&T BHVRL SM CAP EQ-R6   2023-03-03 2023-11-24
467.64 F&T BHVRL SM CAP EQ-R6   2022-03-03 2023-11-24
9.281 PARNASSUS MID CAP FUND-INS   2022-12-21 2023-12-06
69.572 PARNASSUS MID CAP FUND-INS   2023-11-16 2023-12-06
3332.375 PARNASSUS MID CAP FUND-INS   2021-06-24 2023-12-06
42. ASSURANT INC   2023-08-16 2023-12-07
330. EQT CORP COM   2023-05-01 2023-12-07
70. EQT CORP COM   2023-08-16 2023-12-07
37. INTUITIVE SURGICAL INC   2023-05-01 2023-12-07
10. AON PLC/IRELAND A   2023-05-01 2023-12-07
11. AON PLC/IRELAND A   2023-09-21 2023-12-07
20. EVEREST RE GRP LTD   2023-04-19 2023-12-07
15. EVEREST RE GRP LTD   2023-06-30 2023-12-07
750. AT&T INC   2023-10-24 2023-12-08
65. ABBVIE INC   2023-09-21 2023-12-08
141. ABBVIE INC   2019-09-20 2023-12-08
64. ALIGN TECHNOLOGY INC   2023-05-01 2023-12-08
139. ALLSTATE CORP COM   2023-12-07 2023-12-08
697. ALPHABET INC   2023-05-01 2023-12-08
321. AMAZON COM INC   2023-01-26 2023-12-08
164. AMAZON COM INC   2011-05-02 2023-12-08
140. AMERICAN INTERNATIONAL GROUP   2023-06-15 2023-12-08
81. AMETEK INC NEW   2023-05-01 2023-12-08
141. APPLE COMPUTER INC COM   2023-05-01 2023-12-08
136. APPLE COMPUTER INC COM   2023-08-31 2023-12-08
226. APPLE COMPUTER INC COM   2009-06-05 2023-12-08
154. APPLIED MATERIALS INC   2023-05-01 2023-12-08
150. ARES MANAGEMENT CORP   2023-04-12 2023-12-08
47. ASSURANT INC   2023-08-18 2023-12-08
36. ASSURANT INC   2023-08-18 2023-12-08
109. BECTON DICKINSON AND COMPANY   2023-05-01 2023-12-08
110. BERKSHIRE HATHAWAY INC DEL CL B   2023-05-01 2023-12-08
24. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2023-12-08
50. BIO-TECHNE CORP   2023-05-01 2023-12-08
90. BIO-TECHNE CORP   2023-08-31 2023-12-08
110. CF INDS HLDGS INC   2023-05-01 2023-12-08
23. CME GROUP INC   2023-05-01 2023-12-08
26. CME GROUP INC   2023-08-31 2023-12-08
104. CME GROUP INC   2019-03-04 2023-12-08
130. CHEWY INC - CLASS A   2023-05-01 2023-12-08
390. CHEWY INC - CLASS A   2023-08-31 2023-12-08
550. CISCO SYS INC   2023-05-01 2023-12-08
23. CINTAS CORP   2023-05-01 2023-12-08
190. COCA-COLA CO USD   2023-10-24 2023-12-08
72. CONOCOPHILLIPS   2023-12-07 2023-12-08
110. CONSTELLATION ENERGY CORP   2023-05-01 2023-12-08
70. CONSTELLATION ENERGY CORP   2023-06-21 2023-12-08
180. COSTAR GROUP INC   2023-05-01 2023-12-08
30. COSTAR GROUP INC   2023-11-16 2023-12-08
101. DANAHER CORP COMMON   2023-05-01 2023-12-08
33. DANAHER CORP COMMON   2023-07-31 2023-12-08
152. DISNEY (WALT) COMPANY HOLDING CO.   2023-05-01 2023-12-08
280. DOMINION RES INC VA NEW   2023-11-15 2023-12-08
320. EXELON CORP   2023-06-30 2023-12-08
250. EXELON CORP   2015-08-21 2023-12-08
9. EXXON MOBIL CORP   2023-06-30 2023-12-08
231. EXXON MOBIL CORP   2022-10-10 2023-12-08
470. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-04-14 2023-12-08
160. GENERAL MOTORS CO   2023-05-01 2023-12-08
120. GENERAL MOTORS CO   2023-08-31 2023-12-08
44. GOLDMAN SACHS GROUP INC   2023-05-01 2023-12-08
170. HOWMET AEROSPACE INC   2023-05-01 2023-12-08
41. HUBSPOT INC   2023-05-01 2023-12-08
20. ILLUMINA INC   2023-05-01 2023-12-08
85. ILLUMINA INC   2023-07-31 2023-12-08
260. INGERSOLL RAND INC   2023-05-01 2023-12-08
230. INTEL CORPORATION   2023-09-21 2023-12-08
420. INTERPUBLIC GROUP OF COMPANIES INC   2023-05-01 2023-12-08
71. J P MORGAN CHASE & CO   2023-04-12 2023-12-08
153. J P MORGAN CHASE & CO   2017-11-20 2023-12-08
610. KENVUE INC   2023-06-30 2023-12-08
250. LAS VEGAS SANDS CORP   2022-06-10 2023-12-08
67. ELI LILLY & CO COM   2020-06-23 2023-12-08
16. LULULEMON ATHLETICA INC   2023-05-01 2023-12-08
11. LULULEMON ATHLETICA INC   2023-08-31 2023-12-08
58. MARATHON PETROLEUM CORP   2023-05-01 2023-12-08
63. MARATHON PETROLEUM CORP   2023-06-30 2023-12-08
127. MICROSOFT CORP COM   2023-05-01 2023-12-08
227. MICROSOFT CORP COM   2015-09-22 2023-12-08
120. MORGAN STANLEY DEAN WITTER & CO   2023-05-01 2023-12-08
110. MORGAN STANLEY DEAN WITTER & CO   2023-06-30 2023-12-08
500. NEWMONT MINING CORP   2023-12-07 2023-12-08
38. NORTHROP GRUMMAN CORP   2023-05-01 2023-12-08
13. NORTHROP GRUMMAN CORP   2023-09-21 2023-12-08
124. NVIDIA CORP   2023-02-09 2023-12-08
220. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-06-30 2023-12-08
99. PROGRESSIVE CORP OHIO   2023-05-01 2023-12-08
27. REPLIGEN CORP   2023-05-01 2023-12-08
23. REPLIGEN CORP   2023-08-31 2023-12-08
45. ROPER INDS INC NEW   2023-05-01 2023-12-08
72. ROSS STORES INC   2023-09-21 2023-12-08
120. SHELL PLC-W/I-ADR   2023-05-01 2023-12-08
100. SHELL PLC-W/I-ADR   2023-08-16 2023-12-08
390. SANOFI-SYNTHELABO   2023-04-14 2023-12-08
112. SAREPTA THERAPEUTICS INC   2023-06-30 2023-12-08
540. SCHLUMBERGER LIMITED COM   2023-04-12 2023-12-08
150. SHOPIFY INC-A W/I   2023-11-03 2023-12-08
220. SQUARE INC - A   2023-05-01 2023-12-08
230. UBER TECHNOLOGIES INC   2023-05-01 2023-12-08
3. UNITED HEALTH GROUP INC   2023-05-01 2023-12-08
10. UNITED HEALTH GROUP INC   2023-11-20 2023-12-08
41. UNITED HEALTH GROUP INC   2016-09-14 2023-12-08
33.6667 VERALTO CORP-W/I   2023-05-01 2023-12-08
65.3333 VERALTO CORP-W/I   2023-07-31 2023-12-08
110. VOYA FINANCIAL INC   2016-01-19 2023-12-08
44. ZOETIS INC   2023-12-07 2023-12-08
44. AON PLC/IRELAND A   2023-05-01 2023-12-08
290. CRH ORD   2023-09-21 2023-12-08
92. EATON CORP PLC   2012-11-30 2023-12-08
750. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2023-12-08
320. MEDTRONIC PLC   2023-05-01 2023-12-08
70. RENAISSANCERE HLDGS LTD   2023-10-06 2023-12-08
66. TRANE TECHNOLOGIES PLC   2012-06-28 2023-12-08
71. BUNGE GLOBAL SA   2023-07-31 2023-12-08
1367. ISHARES MSCI EAFE SMALL CAP   2021-04-06 2023-12-27
305.437 CALVERT SMALL CAP FUND   2022-03-03 2024-01-09
98.652 F&T BHVRL SM CAP EQ-R6   2023-12-05 2024-01-09
575.073 F&T BHVRL SM CAP EQ-R6   2022-03-03 2024-01-09
245.098 BNY MELLON INTL EQTY-Y   2023-03-03 2024-01-24
375.11 BNY MELLON INTL EQTY-Y   2023-12-15 2024-01-24
4928.561 BNY MELLON INTL EQTY-Y   2021-06-24 2024-01-24
1731.102 G Q G PART EMERG MKTS EQ-INST   2021-06-24 2024-02-27
4496.403 BNYM FLTNG RT INC-Y   2018-12-21 2024-02-27
87.566 CALVERT SMALL CAP FUND   2022-03-03 2024-02-27
111.657 F&T BHVRL SM CAP EQ-R6   2022-03-03 2024-02-27
295. ISHARES S&P 500 INDEX FUND   2023-12-08 2024-02-27
125. ISHARES TR RUSSELL MIDCAP INDEX FD   2021-12-22 2024-02-27
278. ISHARES CORE MSCI EAFE ETF   2021-06-24 2024-02-27
9404.388 TCW EMERGING MARKETS INCOME FUND-I   2020-09-03 2024-02-27
3766.479 BNY MELLON HIGH YIELD-I   2020-12-02 2024-04-02
143.596 CALVERT SMALL CAP FUND   2022-03-03 2024-04-02
328.587 F&T BHVRL SM CAP EQ-R6   2022-03-03 2024-04-02
600. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-09-28 2024-04-02
780. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-09-28 2024-04-02
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,176   15,163 2,013
b 8,054   8,480 -426
c 10,714   11,500 -786
d 21,926   20,622 1,304
e 7,098   5,577 1,521
10,811   9,672 1,139
9,577   9,049 528
18,193   13,618 4,575
11,790   12,518 -728
607   671 -64
7,380   7,825 -445
4,887   3,009 1,878
6,030   6,707 -677
6,338   6,055 283
4,600   3,831 769
3,727   3,650 77
4,224   3,906 318
4,749   4,832 -83
12,216   11,988 228
44,335   41,175 3,160
5,040   3,339 1,701
6,427   6,931 -504
9,330   9,216 114
3,437   3,732 -295
12,369   11,093 1,276
4,812   8,437 -3,625
7,819   11,960 -4,141
9,172   9,617 -445
4,774   5,691 -917
6,759   6,742 17
6,476   6,584 -108
6,897   6,721 176
7,485   8,253 -768
7,009   5,763 1,246
4,184   3,574 610
8,336   8,208 128
9,822   12,323 -2,501
7,378   7,138 240
1,099   787 312
7,144   3,842 3,302
7,301   6,251 1,050
4,222   8,779 -4,557
5,807   8,014 -2,207
10,162   10,267 -105
4,895   3,527 1,368
9,196   9,447 -251
5,388   7,998 -2,610
48   61 -13
7,311   6,658 653
13,850   12,543 1,307
6,294   9,526 -3,232
2,585   5,581 -2,996
13,510   14,798 -1,288
17,114   13,821 3,293
8,643   7,486 1,157
30,000   33,203 -3,203
96,776   94,044 2,732
18,224   16,587 1,637
331   318 13
2,484   2,394 90
118,966   142,718 -23,752
7,042   5,960 1,082
12,024   11,494 530
2,551   2,952 -401
11,439   11,303 136
3,204   3,222 -18
3,524   3,718 -194
7,657   7,492 165
5,742   5,120 622
12,677   11,633 1,044
9,696   9,977 -281
21,033   11,209 9,824
14,047   20,737 -6,690
19,283   19,338 -55
94,979   75,143 19,836
47,174   33,161 14,013
24,102   1,648 22,454
9,182   7,934 1,248
12,680   11,180 1,500
27,391   24,120 3,271
26,420   25,657 763
43,904   1,164 42,740
22,510   17,528 4,982
16,445   12,607 3,838
7,862   6,651 1,211
6,034   5,023 1,011
25,379   28,836 -3,457
38,621   36,178 2,443
8,427   8,453 -26
3,395   4,013 -618
6,112   6,737 -625
8,417   7,862 555
4,861   4,279 582
5,495   5,269 226
21,978   19,913 2,065
2,463   4,053 -1,590
7,388   8,128 -740
26,593   25,985 608
12,692   10,511 2,181
11,112   10,602 510
8,026   8,031 -5
12,186   8,530 3,656
7,755   6,358 1,397
14,748   13,848 900
2,458   2,461 -3
21,815   21,286 529
7,128   7,314 -186
14,127   15,601 -1,474
13,246   13,279 -33
12,509   12,978 -469
9,773   6,589 3,184
891   965 -74
22,860   23,139 -279
17,847   18,990 -1,143
5,419   5,426 -7
4,064   4,036 28
15,300   15,245 55
8,985   7,584 1,401
20,625   17,416 3,209
2,286   4,067 -1,781
9,716   12,711 -2,995
18,935   14,867 4,068
9,753   7,976 1,777
12,964   15,202 -2,238
11,180   9,383 1,797
24,091   15,313 8,778
12,626   16,149 -3,523
11,365   8,612 2,753
39,340   12,517 26,823
7,777   6,113 1,664
5,347   4,197 1,150
8,248   7,079 1,169
8,959   7,348 1,611
47,165   39,011 8,154
84,303   20,690 63,613
9,777   10,836 -1,059
8,963   9,773 -810
19,544   19,782 -238
18,073   17,602 471
6,183   5,686 497
58,734   31,395 27,339
12,409   13,045 -636
15,932   13,550 2,382
4,298   4,114 184
3,661   3,999 -338
23,995   20,583 3,412
9,490   8,154 1,336
7,667   7,411 256
6,389   6,098 291
18,009   21,331 -3,322
9,871   12,827 -2,956
26,174   27,017 -843
10,783   8,931 1,852
15,188   13,433 1,755
14,244   7,374 6,870
1,637   1,485 152
5,458   5,362 96
22,377   6,405 15,972
2,505   2,810 -305
4,861   4,748 113
7,959   2,990 4,969
8,003   7,978 25
14,134   14,175 -41
18,656   16,395 2,261
21,268   3,702 17,566
20,229   21,291 -1,062
25,393   29,228 -3,835
13,949   14,769 -820
15,370   1,606 13,764
7,383   7,890 -507
84,690   100,220 -15,530
10,000   10,385 -385
4,100   4,025 75
23,900   20,398 3,502
5,022   5,000 22
7,686   7,566 120
100,986   117,192 -16,206
30,000   32,302 -2,302
50,000   51,121 -1,121
3,000   2,977 23
5,000   3,960 1,040
150,138   136,294 13,844
10,014   10,154 -140
20,001   20,998 -997
60,000   77,572 -17,572
20,000   22,976 -2,976
5,000   4,882 118
15,000   11,655 3,345
48,807   48,827 -20
63,448   63,476 -28
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
      13,419
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       2,013
b       -426
c       -786
d       1,304
e       1,521
      1,139
      528
      4,575
      -728
      -64
      -445
      1,878
      -677
      283
      769
      77
      318
      -83
      228
      3,160
      1,701
      -504
      114
      -295
      1,276
      -3,625
      -4,141
      -445
      -917
      17
      -108
      176
      -768
      1,246
      610
      128
      -2,501
      240
      312
      3,302
      1,050
      -4,557
      -2,207
      -105
      1,368
      -251
      -2,610
      -13
      653
      1,307
      -3,232
      -2,996
      -1,288
      3,293
      1,157
      -3,203
      2,732
      1,637
      13
      90
      -23,752
      1,082
      530
      -401
      136
      -18
      -194
      165
      622
      1,044
      -281
      9,824
      -6,690
      -55
      19,836
      14,013
      22,454
      1,248
      1,500
      3,271
      763
      42,740
      4,982
      3,838
      1,211
      1,011
      -3,457
      2,443
      -26
      -618
      -625
      555
      582
      226
      2,065
      -1,590
      -740
      608
      2,181
      510
      -5
      3,656
      1,397
      900
      -3
      529
      -186
      -1,474
      -33
      -469
      3,184
      -74
      -279
      -1,143
      -7
      28
      55
      1,401
      3,209
      -1,781
      -2,995
      4,068
      1,777
      -2,238
      1,797
      8,778
      -3,523
      2,753
      26,823
      1,664
      1,150
      1,169
      1,611
      8,154
      63,613
      -1,059
      -810
      -238
      471
      497
      27,339
      -636
      2,382
      184
      -338
      3,412
      1,336
      256
      291
      -3,322
      -2,956
      -843
      1,852
      1,755
      6,870
      152
      96
      15,972
      -305
      113
      4,969
      25
      -41
      2,261
      17,566
      -1,062
      -3,835
      -820
      13,764
      -507
      -15,530
      -385
      75
      3,502
      22
      120
      -16,206
      -2,302
      -1,121
      23
      1,040
      13,844
      -140
      -997
      -17,572
      -2,976
      118
      3,345
      -20
      -28
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 290,761
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,514
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,514
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,514
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,460
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 1,460
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,054
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) 234-0023

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 		63,823    
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
5,810,053
b
Average of monthly cash balances.......................
1b
70,361
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,880,414
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
5,880,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,206
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,792,208
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
289,610
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
289,610
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,514
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,514
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
284,096
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
284,096
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
284,096
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
293,529
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
293,529
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 7 284,096
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...... 0
b From 2019...... 0
c From 2020...... 2,285
d From 2021...... 15,401
e From 2022...... 10,948
f Total of lines 3a through e ........ 28,634
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 293,529
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..... 284,096
e Remaining amount distributed out of corpus 9,433
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 38,067
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 ...... 		38,067
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 2,285
c Excess from 2021.... 15,401
d Excess from 2022.... 10,948
e Excess from 2023.... 9,433
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

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		NONE PC GENERAL OPERATING 5,000

FIDELCO GUIDE DOG FOUNDATION

103 VISION WAY
BLOOMFIELD,CT06002 		NONE PC GENERAL OPERATING 11,000

GUIDE DOG FOUNDATION

371 EAST JERICHO TURNPIKE
SMITHTOWN,NY11787 		NONE PC GENERAL OPERATING 7,500

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKVILLE HEIGHTS,NY10598 		NONE PC GENERAL OPERATING 90,000

VISUALLY IMPAIRED ADVANCEMENT

1170 MAIN STREET
BUFFALO,NY142092380 		NONE PC GENERAL OPERATING 11,000

THE SEEING EYE

1 SEEING EYE WAY
MORRISTOWN,NJ07960 		NONE PC GENERAL OPERATING 50,000

FREEDOM GUIDE DOGS

1210 HARDSCRABBLE ROAD
CASSVILE,NY13318 		NONE PC GENERAL OPERATING 11,000

WESTERN PA SCHOOL FOR BLIND CHILDREN

201 N BELLEFIELD AVE
PITTSBURGH,PA152131499 		NONE PC GENERAL OPERATING 75,000

ANIMAL MEDICAL CENTER

510 EAST 62ND ST
NEW YORK,NY10065 		NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 268,000
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 ....     14 146,561  
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 ............ 		    18 290,761  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 6,345  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   443,667  
13Total. Add line 12, columns (b), (d), and (e)..................
13
443,667
(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:
LAPPE-BOWMAN J B FOR B-L FDN-CHAR TR
EIN:
25-6440597
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
79466L302 SALESFORCE COM INC      
G29183103 EATON CORP PLC      
023135106 AMAZON COM INC      
254687106 DISNEY (WALT) COMPAN      
852234103 SQUARE INC - A      
037833100 APPLE COMPUTER INC C      
12572Q105 CME GROUP INC      
594918104 MICROSOFT CORP COM      
05569M830 BNY MELLON BOND FD C AT COST 1,548,241 1,370,511
921075297 VAN ECK CM COMMODITY      
929089100 VOYA FINANCIAL INC      
46625H100 J P MORGAN CHASE & C      
G5960L103 MEDTRONIC PLC      
64110L106 NETFLIX COM INC      
91324P102 UNITED HEALTH GROUP      
30161N101 EXELON CORP      
00287Y109 ABBVIE INC      
67066G104 NVIDIA CORP      
G8994E103 TRANE TECHNOLOGIES P      
05589K400 BNYM FLTNG RT INC-Y AT COST 143,980 145,327
75513E101 RAYTHEON TECHNOLOGIE      
05588E850 BNY MELLON HIGH YIEL AT COST 112,684 103,699
05588F709 BNYM GLBL RL EST SEC AT COST 57,729 61,107
518439104 ESTEE LAUDER COMPANI      
87234N765 TCW EMERGING MARKETS AT COST 67,860 62,000
517834107 LAS VEGAS SANDS CORP      
464288273 ISHARES MSCI EAFE SM      
37045V100 GENERAL MOTORS CO      
532457108 ELI LILLY & CO COM      
235851102 DANAHER CORP COMMON      
03076C106 AMERIPRISE FINL INC      
00771X419 G Q G PART EMERG MKT AT COST 115,566 119,052
701765505 PARNASSUS MID CAP FU      
05587K857 BNYM INTL STCK-Y AT COST 119,850 121,720
46432F842 ISHARES CORE MSCI EA AT COST 232,551 239,252
233203421 DFA EMERG MKTS CORE AT COST 158,011 148,352
14064D873 F&T BHVRL SM CAP EQ- AT COST 142,972 185,016
464287499 ISHARES TR RUSSELL M AT COST 252,782 262,931
00766Y513 CHAMPLAIN MID CAP FU AT COST 156,165 138,918
05588D753 BNY MELLON INTL EQTY      
13161P862 CALVERT SMALL CAP FU AT COST 78,440 81,024
G0403H108 AON PLC/IRELAND A      
149123101 CATERPILLAR INC      
172908105 CINTAS CORP      
17275R102 CISCO SYS INC      
16679L109 CHEWY INC - CLASS A      
21037T109 CONSTELLATION ENERGY      
22160N109 COSTAR GROUP INC      
G4863A108 INTERNATIONAL GAME T      
G3223R108 EVEREST RE GRP LTD      
H1467J104 CHUBB LTD      
02079K107 ALPHABET INC      
031100100 AMETEK INC NEW      
30231G102 EXXON MOBIL CORP      
28176E108 EDWARDS LIFESCIENCES      
26884L109 EQT CORP COM      
25659T107 DOLBY LABORATORIES I      
252131107 DEXCOM INC      
69351T106 PPL CORP      
666807102 NORTHROP GRUMMAN COR      
03662Q105 ANSYS INC      
743315103 PROGRESSIVE CORP OHI      
70614W100 PELOTON INTERACTIVE      
03990B101 ARES MANAGEMENT CORP      
038222105 APPLIED MATERIALS IN      
09073M104 BIO-TECHNE CORP      
09061G101 BIOMARIN PHARMACEUTI      
090043100 BILL.COM HOLDINGS IN      
125269100 CF INDS HLDGS INC      
110448107 BRITISH AMERICAN TOB      
42809H107 HESS CORP      
46120E602 INTUITIVE SURGICAL I      
460690100 INTERPUBLIC GROUP OF      
45687V106 INGERSOLL RAND INC      
452327109 ILLUMINA INC      
444859102 HUMANA INC COM      
443573100 HUBSPOT INC      
443201108 HOWMET AEROSPACE INC      
82509L107 SHOPIFY INC-A W/I      
808513105 SCHWAB CHARLES CORP      
464287457 ISHARES 1-3 YEAR TRE      
464287200 ISHARES S&P 500 INDE AT COST 2,266,152 2,761,092
90138F102 TWILIO INC - A      
084670702 BERKSHIRE HATHAWAY I      
075887109 BECTON DICKINSON AND      
90353T100 UBER TECHNOLOGIES IN      
550021109 LULULEMON ATHLETICA      
56585A102 MARATHON PETROLEUM C      
502431109 L3HARRIS TECHNOLOGIE      
016255101 ALIGN TECHNOLOGY INC      
013872106 ALCOA UPSTREAM CORP      
35671D857 FREEPORT-MCMORAN COP      
38141G104 GOLDMAN SACHS GROUP      
375558103 GILEAD SCIENCES INC      
806857108 SCHLUMBERGER LIMITED      
80105N105 SANOFI-SYNTHELABO      
780259305 SHELL PLC-W/I-ADR      
776696106 ROPER INDS INC NEW      
759916109 REPLIGEN CORP      
58155Q103 MCKESSON CORPORATION      
617446448 MORGAN STANLEY DEAN      
14949P208 CAUSEWAY CAP MGMT TR AT COST 111,900 122,110
31618H283 FIDELITY ADV INTL SM AT COST 84,100 88,159
47803W406 JOHN HANCOCK III-DIS AT COST 86,196 93,527

TY 2023 OtherDecreasesSchedule
Name:
LAPPE-BOWMAN J B FOR B-L FDN-CHAR TR
EIN:
25-6440597
Description Amount
MUTUAL FUND TIMING ADJ 1,006
ROC ON CY SALES 242
TAX LOT BASIS ADJUSTMENT 5
ROUNDING 1


TY 2023 OtherExpensesSchedule
Name:
LAPPE-BOWMAN J B FOR B-L FDN-CHAR TR
EIN:
25-6440597
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 32 32   0


TY 2023 OtherIncomeSchedule2
Name:
LAPPE-BOWMAN J B FOR B-L FDN-CHAR TR
EIN:
25-6440597
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 6,345 0  


TY 2023 TaxesSchedule
Name:
LAPPE-BOWMAN J B FOR B-L FDN-CHAR TR
EIN:
25-6440597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,756 1,756   0
FEDERAL ESTIMATES - PRINCIPAL 730 0   0
FOREIGN TAXES ON NONQUALIFIED 319 319   0