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 07-01-2023 , and ending 06-30-2024
Name of foundation
ESTATE GEORGE P WAKEFIELD RES TR
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6079388
B Telephone number (see instructions)

(212) 922-6636
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$3,755,802J 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... 66,001 61,065  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 531,200
b Gross sales price for all assets on line 6a 2,432,133
7 Capital gain net income (from Part IV, line 2)... 531,200
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 597,201 592,265  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,555 23,133   15,422
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
4,448 747   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
281 31   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,284 23,911 0 15,672
25 Contributions, gifts, grants paid....... 215,000 215,000
26 Total expenses and disbursements. Add lines 24 and 25 258,284 23,911 0 230,672
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 338,917
b Net investment income (if negative, enter -0-) 568,354
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......... 45,095 169,813 169,813
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).......... 2,657,870 Click to see attachment
List of Attached Documents:
// Content
2,916,738 		3,585,989
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) 2,702,965 3,086,551 3,755,802
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........ 2,702,965 3,086,551
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)..... 2,702,965 3,086,551
30 Total liabilities and net assets/fund balances (see instructions). 2,702,965 3,086,551
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
2,702,965
2
Enter amount from Part I, line 27a .....................
2
338,917
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
46,141
4
Add lines 1, 2, and 3 ..........................
4
3,088,023
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,472
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,086,551
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 200. COCA-COLA CO USD     2023-07-31
b 90. COCA-COLA CO USD   2022-01-27 2023-07-31
c 14. DEERE & COMPANY   2022-11-03 2023-07-31
d 69. DEERE & COMPANY   2017-06-16 2023-07-31
e 21. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
20. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
50. NEXTERA ENERGY INC   2023-02-10 2023-07-31
110. NEXTERA ENERGY INC     2023-07-31
111. NIKE INC CL B     2023-07-31
34. NIKE INC CL B   2015-04-21 2023-07-31
58. ORACLE CORPORATION     2023-07-31
43. ORACLE CORPORATION   2022-11-16 2023-07-31
200. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
340. SYNCHRONY FINANCIAL     2023-07-31
27. T -MOBILE US INC     2023-07-31
82. T -MOBILE US INC     2023-07-31
490. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
9. HUMANA INC COM   2022-09-02 2023-08-16
19. HUMANA INC COM   2022-09-02 2023-08-17
67. SALESFORCE COM INC   2023-03-15 2023-08-21
163. ADVANCED MICRO DEVICES INC     2023-08-31
450. ALCOA UPSTREAM CORP     2023-08-31
55. BOEING COMPANY     2023-08-31
41. FACEBOOK INC   2023-01-26 2023-08-31
73. HONEYWELL INTL INC   2008-06-09 2023-08-31
36. MASTERCARD INC     2023-08-31
145. MERCK & CO INC     2023-08-31
136. ORACLE CORPORATION     2023-08-31
13. REGENERON PHARMACEUTICALS INC     2023-08-31
660. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
135. T -MOBILE US INC     2023-08-31
2400. SOUTHWESTERN ENERGY CO     2023-09-01
57. BOEING COMPANY   2022-11-08 2023-09-25
41. CHARTER COMMUNICATIONS INC-A     2023-09-25
26. COSTCO WHSL CORP NEW     2023-09-25
510. ENBRIDGE INC     2023-09-25
63. HONEYWELL INTL INC   2008-06-09 2023-09-25
204. OLIN CORP COM PAR $1     2023-09-25
1350. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
205. RAYTHEON TECHNOLOGIES CORP     2023-09-25
83. STRYKER CORP   2023-01-18 2023-09-25
86. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
250. BAXTER INTL INC COM   2023-07-31 2023-10-13
.3333 VERALTO CORP-W/I   2023-07-31 2023-10-16
171. HESS CORP     2023-10-24
242. MERCK & CO INC   2022-10-10 2023-11-10
660. EQT CORP COM     2023-12-14
40. FACEBOOK INC   2023-01-26 2023-12-14
41. KLA TENCOR CORP   2019-10-24 2023-12-14
23. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
87. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
59. MASTERCARD INC     2023-12-14
193. ORACLE CORPORATION     2023-12-14
460. EXELON CORP     2023-12-18
94. ABBOTT LABORATORIES   2023-01-13 2024-01-08
210. ABBOTT LABORATORIES     2024-01-08
51. ASSURANT INC     2024-01-08
460. BAKER HUGHES A GE CO     2024-01-08
32. COSTCO WHSL CORP NEW     2024-01-08
93. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
54. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
63. S & P GLOBAL INC     2024-01-08
43. EVEREST RE GRP LTD     2024-01-08
33. ASSURANT INC     2024-01-09
35. ASSURANT INC     2024-01-10
55. ASSURANT INC     2024-01-11
110. BUNGE GLOBAL SA   2024-01-08 2024-01-22
360. AMERICAN INTERNATIONAL GROUP     2024-02-21
97. AMERIPRISE FINL INC     2024-02-21
350. AMPHENOL CORP NEW     2024-02-21
700. BOSTON SCIENTIFIC CORP COM     2024-02-21
15. BROADCOM INC     2024-02-21
37. ELI LILLY & CO COM     2024-02-21
30. THERMO ELECTRON CORP     2024-02-21
40. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
45. ANTHEM INC   2022-10-10 2024-03-20
640. BANK AMER CORP     2024-03-20
330. CSX CORP COM   2017-01-13 2024-03-20
400. COCA-COLA CO USD     2024-03-20
450. CORNING INC COM     2024-03-20
560. EXXON MOBIL CORP     2024-03-20
67. GENUINE PARTS CO   2023-03-06 2024-03-20
39. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
140. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
108. NIKE INC CL B   2015-04-21 2024-03-20
27. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
77. PROCTER & GAMBLE CO COM     2024-03-20
320. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
230. SYNCHRONY FINANCIAL     2024-03-20
150. VOYA FINANCIAL INC     2024-03-20
18. DEERE & COMPANY   2017-06-16 2024-04-09
43. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
113. J P MORGAN CHASE & CO     2024-04-09
80. ELI LILLY & CO COM     2024-04-09
50. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
186. NEXTERA ENERGY INC     2024-04-09
142. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
260. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
14. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
14. THERMO ELECTRON CORP   2019-02-28 2024-04-09
160. TWILIO INC - A   2023-06-01 2024-04-09
60. EATON CORP PLC     2024-04-09
330. AT&T INC     2024-04-11
53. ABBVIE INC   2024-02-21 2024-04-11
18. ALIGN TECHNOLOGY INC   2023-06-30 2024-04-11
38. ALLSTATE CORP COM   2022-11-21 2024-04-11
185. ALPHABET INC/CA     2024-04-11
130. AMAZON COM INC     2024-04-11
30. AMERICAN INTERNATIONAL GROUP   2020-06-11 2024-04-11
22. AMETEK INC NEW   2024-04-09 2024-04-11
133. APPLE COMPUTER INC COM     2024-04-11
41. APPLIED MATERIALS INC   2024-03-20 2024-04-11
39. ARES MANAGEMENT CORP   2024-04-09 2024-04-11
90. BANK AMER CORP   2024-04-09 2024-04-11
26. BECTON DICKINSON AND COMPANY   2023-08-31 2024-04-11
30. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-04-11
30. BIO-TECHNE CORP   2024-02-21 2024-04-11
20. CF INDS HLDGS INC   2024-03-20 2024-04-11
21. CME GROUP INC   2024-02-21 2024-04-11
20. CME GROUP INC   2021-11-24 2024-04-11
22. CHEVRONTEXACO CORP   2024-03-20 2024-04-11
140. CHEWY INC - CLASS A   2023-09-25 2024-04-11
150. CISCO SYS INC   2023-08-31 2024-04-11
6. CINTAS CORP   2024-01-08 2024-04-11
50. CITIGROUP INC   2024-03-20 2024-04-11
31. CONOCOPHILLIPS   2024-03-20 2024-04-11
44. CONSTELLATION ENERGY CORP   2023-12-14 2024-04-11
60. COSTAR GROUP INC   2024-04-09 2024-04-11
37. DANAHER CORP COMMON   2024-01-08 2024-04-11
41. DISNEY (WALT) COMPANY HOLDING CO.   2024-03-20 2024-04-11
120. DOMINION RES INC VA NEW   2024-04-09 2024-04-11
120. EQT CORP COM   2024-03-20 2024-04-11
60. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-04-11
160. FIRST HORIZON NATL CORP   2024-03-20 2024-04-11
130. FREEPORT-MCMORAN COPPER & GOLD INC CL B     2024-04-11
70. GENERAL MOTORS CO   2024-03-20 2024-04-11
12. GOLDMAN SACHS GROUP INC   2024-02-21 2024-04-11
80. HOWMET AEROSPACE INC   2024-04-09 2024-04-11
12. HUBSPOT INC   2023-06-30 2024-04-11
31. ILLUMINA INC   2023-07-31 2024-04-11
70. INGERSOLL RAND INC   2024-02-21 2024-04-11
60. INTEL CORPORATION   2023-12-14 2024-04-11
110. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-04-11
39. J P MORGAN CHASE & CO   2023-04-12 2024-04-11
21. J P MORGAN CHASE & CO     2024-04-11
210. KENVUE INC   2024-04-09 2024-04-11
21. L3HARRIS TECHNOLOGIES INC   2024-03-20 2024-04-11
120. LAS VEGAS SANDS CORP   2022-06-08 2024-04-11
6. LULULEMON ATHLETICA INC   2024-01-08 2024-04-11
18. MARATHON PETROLEUM CORP   2023-12-14 2024-04-11
95. MICROSOFT CORP COM     2024-04-11
5. NETFLIX COM INC   2023-06-30 2024-04-11
140. NEWMONT MINING CORP   2023-12-14 2024-04-11
8. NORTHROP GRUMMAN CORP   2023-09-25 2024-04-11
34. NVIDIA CORP     2024-04-11
70. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-04-11
23. PHILLIPS 66   2024-03-20 2024-04-11
14. REPLIGEN CORP   2023-08-31 2024-04-11
12. ROPER INDS INC NEW   2024-02-21 2024-04-11
18. ROSS STORES INC   2024-03-20 2024-04-11
110. SANOFI-SYNTHELABO     2024-04-11
40. SAREPTA THERAPEUTICS INC   2023-06-30 2024-04-11
140. SCHLUMBERGER LIMITED COM     2024-04-11
80. SHOPIFY INC-A W/I   2024-01-08 2024-04-11
50. SQUARE INC - A   2023-06-30 2024-04-11
80. UBER TECHNOLOGIES INC   2023-07-31 2024-04-11
14. UNITED HEALTH GROUP INC   2024-03-20 2024-04-11
50. VERALTO CORP-W/I   2024-04-09 2024-04-11
40. VOYA FINANCIAL INC   2016-01-20 2024-04-11
23. ZOETIS INC   2024-01-08 2024-04-11
80. CRH ORD   2024-04-09 2024-04-11
30. EATON CORP PLC     2024-04-11
170. INTERNATIONAL GAME TECHNOLOG     2024-04-11
90. JOHNSON CTLS INTL PLC   2024-04-09 2024-04-11
110. MEDTRONIC PLC   2024-01-08 2024-04-11
17. RENAISSANCERE HLDGS LTD   2023-12-14 2024-04-11
21. TRANE TECHNOLOGIES PLC   2012-02-16 2024-04-11
11. ABBVIE INC   2024-02-21 2024-04-25
223. ABBVIE INC     2024-04-25
34.161 BNY MELLON SMALL CAP STK FD CL M SHS   2023-12-18 2024-04-26
8903.642 BNY MELLON SMALL CAP STK FD CL M SHS     2024-04-26
130. CF INDS HLDGS INC   2024-03-20 2024-05-07
490. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
280. INTEL CORPORATION   2023-12-14 2024-06-12
190. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
180. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
35. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
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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    
(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 12,356   12,462 -106
b 5,578   5,466 112
c 6,003   5,536 467
d 29,586   8,830 20,756
e 6,135   5,730 405
5,843   4,873 970
3,658   3,728 -70
8,047   9,113 -1,066
12,241   13,296 -1,055
3,749   1,703 2,046
6,771   4,637 2,134
5,023   3,428 1,595
13,444   11,596 1,848
11,718   8,425 3,293
3,715   3,405 310
11,283   10,277 1,006
24,325   28,032 -3,707
4,449   4,365 84
9,330   9,216 114
13,812   12,115 1,697
17,197   3,424 13,773
13,533   23,947 -10,414
12,379   10,045 2,334
12,203   6,019 6,184
13,727   3,801 9,926
14,848   12,367 2,481
15,874   14,924 950
16,368   10,610 5,758
10,758   9,390 1,368
4,447   4,493 -46
18,398   11,388 7,010
16,247   15,524 723
11,202   9,643 1,559
17,990   16,499 1,491
14,467   11,362 3,105
17,560   19,623 -2,063
12,020   3,280 8,740
9,513   12,342 -2,829
5,891   13,089 -7,198
14,606   15,113 -507
23,761   20,982 2,779
3,953   5,151 -1,198
7,946   11,341 -3,395
24   30 -6
26,610   24,662 1,948
24,488   21,904 2,584
24,912   27,845 -2,933
13,274   5,872 7,402
23,767   6,877 16,890
3,377   6,253 -2,876
12,773   23,916 -11,143
24,768   19,609 5,159
19,448   14,606 4,842
15,800   13,309 2,491
10,468   10,669 -201
23,387   15,217 8,170
8,465   7,548 917
14,729   14,443 286
20,972   4,132 16,840
23,782   8,072 15,710
15,574   13,157 2,417
27,067   13,813 13,254
15,717   16,432 -715
5,414   4,682 732
5,713   4,958 755
9,023   7,704 1,319
9,788   10,815 -1,027
24,631   13,836 10,795
38,270   22,054 16,216
36,602   26,453 10,149
45,844   30,670 15,174
18,205   8,042 10,163
27,345   10,424 16,921
16,476   11,301 5,175
14,411   10,804 3,607
23,125   21,065 2,060
23,029   13,848 9,181
12,217   4,255 7,962
24,163   21,907 2,256
14,652   15,901 -1,249
62,986   58,711 4,275
10,365   11,628 -1,263
23,487   13,533 9,954
12,117   11,486 631
10,755   5,409 5,346
12,663   11,508 1,155
12,455   11,042 1,413
21,230   20,633 597
9,752   5,267 4,485
10,721   5,002 5,719
7,416   2,304 5,112
16,655   14,689 1,966
22,214   15,514 6,700
60,359   13,405 46,954
10,539   7,444 3,095
12,100   8,422 3,678
29,103   26,864 2,239
17,407   17,930 -523
13,168   9,658 3,510
8,213   3,636 4,577
9,822   10,774 -952
18,855   5,955 12,900
5,437   6,050 -613
8,924   9,237 -313
5,842   6,374 -532
6,373   5,090 1,283
29,472   25,715 3,757
24,613   21,006 3,607
2,239   962 1,277
3,980   3,979 1
23,186   25,488 -2,302
8,719   8,204 515
5,247   5,197 50
3,286   3,389 -103
6,309   7,268 -959
12,324   10,815 1,509
2,092   2,138 -46
1,617   1,728 -111
4,479   4,506 -27
4,266   4,574 -308
3,552   3,423 129
2,606   2,549 57
7,413   8,620 -1,207
4,046   3,496 550
3,033   2,972 61
4,112   3,770 342
8,532   5,121 3,411
5,585   5,716 -131
9,102   8,591 511
4,847   4,720 127
5,887   5,936 -49
4,480   4,048 432
5,513   5,545 -32
2,314   2,417 -103
6,605   6,586 19
3,073   2,952 121
4,780   4,634 146
5,266   5,273 -7
8,113   6,383 1,730
4,055   5,946 -1,891
6,548   6,198 350
2,254   2,760 -506
3,404   3,658 -254
7,649   5,024 2,625
4,119   2,119 2,000
4,081   4,289 -208
4,278   4,475 -197
6,221   4,448 1,773
2,108   2,946 -838
3,809   2,680 1,129
40,737   35,694 5,043
3,152   2,202 950
5,464   5,782 -318
3,673   3,410 263
30,658   17,474 13,184
4,832   4,301 531
3,790   3,615 175
2,472   2,434 38
6,531   6,561 -30
2,519   2,646 -127
5,148   6,194 -1,046
4,988   4,581 407
7,543   8,341 -798
5,763   6,187 -424
3,996   3,306 690
6,097   3,945 2,152
6,229   6,893 -664
4,353   4,467 -114
2,758   1,183 1,575
3,769   4,490 -721
6,666   6,706 -40
9,574   1,104 8,470
3,536   5,053 -1,517
5,887   5,884 3
9,120   9,481 -361
3,733   3,290 443
6,281   519 5,762
1,837   1,917 -80
37,237   16,950 20,287
669   670 -1
174,244   117,695 56,549
9,678   11,233 -1,555
15,124   16,295 -1,171
8,766   12,878 -4,112
12,303   14,695 -2,392
11,655   10,436 1,219
15,062   14,917 145
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
      27,853
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       -106
b       112
c       467
d       20,756
e       405
      970
      -70
      -1,066
      -1,055
      2,046
      2,134
      1,595
      1,848
      3,293
      310
      1,006
      -3,707
      84
      114
      1,697
      13,773
      -10,414
      2,334
      6,184
      9,926
      2,481
      950
      5,758
      1,368
      -46
      7,010
      723
      1,559
      1,491
      3,105
      -2,063
      8,740
      -2,829
      -7,198
      -507
      2,779
      -1,198
      -3,395
      -6
      1,948
      2,584
      -2,933
      7,402
      16,890
      -2,876
      -11,143
      5,159
      4,842
      2,491
      -201
      8,170
      917
      286
      16,840
      15,710
      2,417
      13,254
      -715
      732
      755
      1,319
      -1,027
      10,795
      16,216
      10,149
      15,174
      10,163
      16,921
      5,175
      3,607
      2,060
      9,181
      7,962
      2,256
      -1,249
      4,275
      -1,263
      9,954
      631
      5,346
      1,155
      1,413
      597
      4,485
      5,719
      5,112
      1,966
      6,700
      46,954
      3,095
      3,678
      2,239
      -523
      3,510
      4,577
      -952
      12,900
      -613
      -313
      -532
      1,283
      3,757
      3,607
      1,277
      1
      -2,302
      515
      50
      -103
      -959
      1,509
      -46
      -111
      -27
      -308
      129
      57
      -1,207
      550
      61
      342
      3,411
      -131
      511
      127
      -49
      432
      -32
      -103
      19
      121
      146
      -7
      1,730
      -1,891
      350
      -506
      -254
      2,625
      2,000
      -208
      -197
      1,773
      -838
      1,129
      5,043
      950
      -318
      263
      13,184
      531
      175
      38
      -30
      -127
      -1,046
      407
      -798
      -424
      690
      2,152
      -664
      -114
      1,575
      -721
      -40
      8,470
      -1,517
      3
      -361
      443
      5,762
      -80
      20,287
      -1
      56,549
      -1,555
      -1,171
      -4,112
      -2,392
      1,219
      145
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 531,200
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,900
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,900
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,900
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,740
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,740
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 4,160
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 (212) 922-6636

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
4,754
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 		38,555    
PO BOX 185
PITTSBURGH,PA15230
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
3,485,898
b
Average of monthly cash balances.......................
1b
98,256
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,584,154
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
3,584,154
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,762
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,530,392
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
176,520
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
176,520
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,900
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,900
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
168,620
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
168,620
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
168,620
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
230,672
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
230,672
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 7 168,620
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 67,343
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$ 230,672
a Applied to 2022, but not more than line 2a 67,343
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..... 163,329
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,291
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

GREEN CHIMNEYS

400 DOANSBURGH RD
BREWSTER,NY10509 		NONE PC GENERAL OPERATING 10,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH STREET
NEW YORK,NY10023 		NONE PC GENERAL OPERATING 40,000

NEW YORK FOUNDLING HOSPITAL

170 BROWN PLACE
BRONX,NY10454 		NONE PC GENERAL OPERATING 7,500

UNIVERSITY SETTLEMENT

184 ELDRIDGE STREET
NEW YORK,NY10002 		NONE PC GENERAL OPERATING 15,000

COVENANT HOUSE

460 WEST 41 STREET
NEW YORK,NY10036 		NONE PC GENERAL OPERATING 25,000

THE SUMMER CAMP

177 N WAYNE RD
READFIELD,ME04355 		NONE PC GENERAL OPERATING 20,000

THE FRESH AIR FUND

633 THIRD AVENUE 14TH FL
NEW YORK,NY10017 		NONE PC GENERAL OPERATING 20,000

EAST END HOSPICE

PO BOX 1048
WESTHAMPTON BEACH,NY11978 		NONE PC GENERAL OPERATING 12,500

CAMPFIRE

CAMPFIRE
KANSAS CITY,MO64108 		NONE PC GENERAL OPERATING 10,000

CHILDREN'S AID

CHILDRENS AID
NEW YORK,NY10017 		NONE PC GENERAL OPERATING 20,000

St Dominic's Family Services

853 LONGWOOD AVE SUITE 202
BRONX,NY10459 		NONE PC GENERAL OPERATING 35,000
Total .................................right arrow 3a 215,000
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 66,001  
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 ............ 		    18 531,200  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   597,201  
13Total. Add line 12, columns (b), (d), and (e)..................
13
597,201
(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:
ESTATE GEORGE P WAKEFIELD RES TR
EIN:
13-6079388
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
007903107 ADVANCED MICRO DEVIC      
02079K305 ALPHABET INC/CA AT COST 55,281 148,817
026874784 AMERICAN INTERNATION AT COST 4,535 12,621
437076102 HOME DEPOT INC USD 0      
882508104 TEXAS INSTRUMENTS IN      
883556102 THERMO ELECTRON CORP      
20030N101 COMCAST CORP NEW CL      
30161N101 EXELON CORP      
452308109 ILLINOIS TOOL WORKS      
46625H100 J P MORGAN CHASE & C AT COST 26,462 54,003
654106103 NIKE INC CL B      
852234103 SQUARE INC - A AT COST 17,190 16,767
002824100 ABBOTT LABORATORIES      
110122108 BRISTOL MYERS SQUIBB      
126650100 CVS CORP      
244199105 DEERE & COMPANY      
718172109 PHILIP MORRIS INTERN AT COST 11,191 11,146
64110L106 NETFLIX COM INC AT COST 9,249 14,172
78409V104 S & P GLOBAL INC      
872590104 T -MOBILE US INC      
91324P102 UNITED HEALTH GROUP AT COST 16,045 39,213
150870103 CELANESE CORP DEL      
22160K105 COSTCO WHSL CORP NEW      
595112103 MICRON TECHNOLOGY      
05569M830 BNY MELLON BOND FD C AT COST 505,892 415,682
12572Q105 CME GROUP INC AT COST 34,252 35,388
126408103 CSX CORP COM      
254687106 DISNEY (WALT) COMPAN AT COST 21,526 18,567
65339F101 NEXTERA ENERGY INC      
G29183103 EATON CORP PLC AT COST 4,776 40,762
G5960L103 MEDTRONIC PLC AT COST 40,013 36,994
03027X100 AMERICAN TOWER CORP-      
05569M491 MUN OPPORTUNITIES FD AT COST 229,000 234,516
05569M855 BNY MELLON EMERGING AT COST 109,367 110,793
05588E850 BNY MELLON HIGH YIEL AT COST 39,477 28,316
101137107 BOSTON SCIENTIFIC CO      
29444U700 EQUINIX INC      
30303M102 FACEBOOK INC      
594918104 MICROSOFT CORP COM AT COST 54,110 185,931
63872T885 ASG GLOBAL ALTERNATI      
723787107 PIONEER NAT RES CO      
742718109 PROCTER & GAMBLE CO      
79466L302 SALESFORCE COM INC      
87165B103 SYNCHRONY FINANCIAL      
91913Y100 VALERO ENERGY CORP N      
92826C839 VISA INC      
G06242104 ATLASSIAN CORP PLC-C      
00724F101 ADOBE SYS INC COM      
023135106 AMAZON COM INC AT COST 43,019 110,732
037833100 APPLE COMPUTER INC C AT COST 50,567 123,423
05569M509 BNY MELLON MID CAP S AT COST 80,150 139,949
05588D811 BNYM DIV EMG MKTS-Y      
05588F709 BNYM GLBL RL EST SEC AT COST 91,361 68,667
609207105 MONDELEZ INTERNATION      
929089100 VOYA FINANCIAL INC AT COST 3,344 9,250
05569M301 BNY MELLON INCOME ST AT COST 48,000 62,877
05569M806 BNY MELLON SMALL CAP      
05588L839 BNYM ALT DIV STRAT-Y      
060505104 BANK AMER CORP AT COST 15,063 15,908
166764100 CHEVRONTEXACO CORP AT COST 15,712 15,798
438516106 HONEYWELL INTL INC      
70450Y103 PAYPAL HOLDINGS INC      
191216100 COCA-COLA CO USD      
461202103 INTUIT INC COM      
816851109 SEMPRA ENERGY      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,077 27,630
009158106 AIR PRODUCTS AND CHE      
532457108 ELI LILLY & CO COM      
89832Q109 TRUIST FINL CORP      
00287Y109 ABBVIE INC      
22788C105 CROWDSTRIKE HOLDINGS      
88339J105 TRADE DESK INC/THE      
15135B101 CENTENE CORP DEL      
16119P108 CHARTER COMMUNICATIO      
67066G104 NVIDIA CORP AT COST 36,423 181,604
55024U109 LUMENTUM HOLDINGS IN      
75513E101 RAYTHEON TECHNOLOGIE      
482480100 KLA TENCOR CORP      
83088M102 SKYWORKS SOLUTIONS I      
09857L108 BOOKING HOLDINGS INC      
828806109 SIMON PPTY GROUP INC      
03076C106 AMERIPRISE FINL INC      
G46188101 HORIZON THERAPEUTICS      
37045V100 GENERAL MOTORS CO AT COST 13,917 15,332
302491303 F M C CORP COM NEW      
518439104 ESTEE LAUDER COMPANI      
235851102 DANAHER CORP COMMON AT COST 36,198 40,226
538034109 LIVE NATION INC      
G7997R103 SEAGATE TECHNOLOGY H      
571903202 MARRIOTT INTERNATION      
88160R101 TESLA MOTORS INC      
517834107 LAS VEGAS SANDS CORP AT COST 18,672 23,453
580135101 MC DONALDS CORPORATI      
717081103 PFIZER INC COM      
744573106 PUBLIC SERVICE ENTER      
26614N102 DUPONT DE NEMOURS IN      
00206R102 AT&T INC AT COST 25,240 27,710
11135F101 BROADCOM INC      
05722G100 BAKER HUGHES A GE CO      
57636Q104 MASTERCARD INC      
G1151C101 ACCENTURE PLC IRELAN      
02209S103 ALTRIA GROUP INC      
013872106 ALCOA UPSTREAM CORP      
020002101 ALLSTATE CORP COM AT COST 20,318 24,588
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
03990B101 ARES MANAGEMENT CORP AT COST 16,489 23,191
097023105 BOEING COMPANY      
219350105 CORNING INC COM      
25179M103 DEVON ENERGY CORPORA      
29250N105 ENBRIDGE INC      
30231G102 EXXON MOBIL CORP      
35671D857 FREEPORT-MCMORAN COP AT COST 24,507 27,216
372460105 GENUINE PARTS CO      
444859102 HUMANA INC COM      
573284106 MARTIN MARIETTA MATL      
58933Y105 MERCK & CO INC      
595017104 MICROCHIP TECHNOLOGY      
680665205 OLIN CORP COM PAR $1      
68389X105 ORACLE CORPORATION      
747525103 QUALCOMM INC      
75886F107 REGENERON PHARMACEUT      
80105N105 SANOFI-SYNTHELABO AT COST 26,754 26,201
806857108 SCHLUMBERGER LIMITED AT COST 34,968 30,195
82509L107 SHOPIFY INC-A W/I      
845467109 SOUTHWESTERN ENERGY      
863667101 STRYKER CORP      
90138F102 TWILIO INC - A      
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 22,448 16,163
016255101 ALIGN TECHNOLOGY INC AT COST 25,497 17,383
031100100 AMETEK INC NEW AT COST 17,726 16,338
038222105 APPLIED MATERIALS IN AT COST 27,856 42,950
05569M731 BNY MELLON NATL S/T AT COST 80,000 80,384
05569M764 BNY MELLON NTL INTER AT COST 80,000 80,436
05588L888 BNYM YLD ENHAN STRAT AT COST 50,000 50,452
075887109 BECTON DICKINSON AND AT COST 30,936 26,409
084670702 BERKSHIRE HATHAWAY I AT COST 46,702 54,918
09073M104 BIO-TECHNE CORP AT COST 12,114 12,181
16679L109 CHEWY INC - CLASS A AT COST 11,986 17,978
17275R102 CISCO SYS INC AT COST 33,250 30,882
172908105 CINTAS CORP AT COST 16,313 19,607
172967424 CITIGROUP INC AT COST 13,670 14,596
20825C104 CONOCOPHILLIPS AT COST 17,147 16,128
21037T109 CONSTELLATION ENERGY AT COST 22,021 39,053
22160N109 COSTAR GROUP INC AT COST 19,994 18,535
252131107 DEXCOM INC AT COST 10,775 8,844
25746U109 DOMINION RES INC VA AT COST 23,867 24,010
26884L109 EQT CORP COM AT COST 18,552 20,339
28176E108 EDWARDS LIFESCIENCES AT COST 21,254 21,245
320517105 FIRST HORIZON NATL C AT COST 11,332 11,828
367829884 GATEWAY TR AT COST 8,326 8,732
38141G104 GOLDMAN SACHS GROUP AT COST 19,696 23,068
38145N220 GOLDMAN SACHS ABS RE AT COST 4,865 4,935
384747101 GRAIL INC AT COST 545 333
443201108 HOWMET AEROSPACE INC AT COST 23,729 27,947
443573100 HUBSPOT INC AT COST 24,998 27,720
452327109 ILLUMINA INC AT COST 18,623 13,569
45687V106 INGERSOLL RAND INC AT COST 27,449 28,160
46120E602 INTUITIVE SURGICAL I AT COST 21,509 24,022
49177J102 KENVUE INC AT COST 19,089 17,089
502431109 L3HARRIS TECHNOLOGIE AT COST 21,311 22,458
504922105 LABCORP HOLDINGS INC AT COST 10,333 10,583
550021109 LULULEMON ATHLETICA AT COST 12,764 7,766
56585A102 MARATHON PETROLEUM C AT COST 11,464 13,358
64128R608 NEUBERGER BERMAN LON AT COST 3,522 3,594
651639106 NEWMONT MINING CORP AT COST 25,605 25,959
66987V109 NOVARTIS AG SPNSRD A AT COST 10,899 11,711
674599105 OCCIDENTAL PETROLEUM AT COST 20,889 21,430
681919106 OMNICOM GROUP INC CO AT COST 24,678 23,322
718546104 PHILLIPS 66 AT COST 17,291 15,529
759916109 REPLIGEN CORP AT COST 10,083 7,311
776696106 ROPER INDS INC NEW AT COST 28,290 29,874
778296103 ROSS STORES INC AT COST 12,644 12,498
803607100 SAREPTA THERAPEUTICS AT COST 19,698 27,176
90353T100 UBER TECHNOLOGIES IN AT COST 15,286 22,531
92338C103 VERALTO CORP-W/I AT COST 18,757 21,385
98978V103 ZOETIS INC AT COST 17,720 17,336
G25508105 CRH ORD AT COST 22,379 26,243
G51502105 JOHNSON CTLS INTL PL AT COST 23,536 23,929
G7496G103 RENAISSANCERE HLDGS AT COST 15,094 17,434
H01301128 ALCON INC AT COST 11,081 10,690

TY 2023 OtherDecreasesSchedule
Name:
ESTATE GEORGE P WAKEFIELD RES TR
EIN:
13-6079388
Description Amount
MUTUAL FUND TIMING ADJ 1,290
PY RETURN OF CAPITAL ADJUSTMENT 137
ROC ON CY SALES 45


TY 2023 OtherExpensesSchedule
Name:
ESTATE GEORGE P WAKEFIELD RES TR
EIN:
13-6079388
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 31 31   0


TY 2023 OtherIncreasesSchedule
Name:
ESTATE GEORGE P WAKEFIELD RES TR
EIN:
13-6079388
Description Amount
PY PENDING SALES 46,140
ROUNDING 1


TY 2023 TaxesSchedule
Name:
ESTATE GEORGE P WAKEFIELD RES TR
EIN:
13-6079388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 734 734   0
FEDERAL ESTIMATES - PRINCIPAL 3,701 0   0
FOREIGN TAXES ON NONQUALIFIED 13 13   0