Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MASON MARTHA FBO WPAHS MUTUAL
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6020717
B Telephone number (see instructions)

(412) 565-4532
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$7,764,918
J 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... 185,656 183,952  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,252,918
b Gross sales price for all assets on line 6a 6,079,991
7 Capital gain net income (from Part IV, line 2)... 1,252,918
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)....... 817    
12 Total. Add lines 1 through 11........ 1,439,391 1,436,870  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,683 23,842   23,841
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)... 3,758 1,443   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)....... 2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,443 25,287 0 23,841
25 Contributions, gifts, grants paid....... 347,208 347,208
26 Total expenses and disbursements. Add lines 24 and 25 398,651 25,287 0 371,049
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,040,740
b Net investment income (if negative, enter -0-) 1,411,583
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......... 170,778 264,332 264,332
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)....... 1,361,201    
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).......... 4,712,240 Click to see attachment
List of Attached Documents:
// Content
7,024,233
7,500,586
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) 6,244,219 7,288,565 7,764,918
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........ 6,244,219 7,288,565
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)..... 6,244,219 7,288,565
30 Total liabilities and net assets/fund balances (see instructions). 6,244,219 7,288,565
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
6,244,219
2
Enter amount from Part I, line 27a .....................
2
1,040,740
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,189
4
Add lines 1, 2, and 3 ..........................
4
7,296,148
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,583
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,288,565
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 42. ABBOTT LABORATORIES INC   2021-02-10 2023-01-04
b 37. ABBVIE INC   2021-10-20 2023-01-04
c 6. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2023-01-04
d 78. ALPHABET INC/CA-CL A   2013-07-01 2023-01-04
e 21. AMAZON COM INC   2022-08-30 2023-01-04
62. AMAZON COM INC   2021-08-26 2023-01-04
6. AMERICAN WATER WORKS CO INC   2016-02-08 2023-01-04
128. APPLE INC   2006-06-26 2023-01-04
2. AUTOZONE INC   2018-10-11 2023-01-04
16. AVERY DENNISON CORP   2021-02-24 2023-01-04
148. BANK OF AMERICA CORP   2019-02-01 2023-01-04
4. BLACKROCK INC   2020-08-07 2023-01-04
34. BLACKSTONE INC   2021-11-22 2023-01-04
9. BROADCOM INC   2019-02-08 2023-01-04
24. CDW CORP/DE   2019-07-12 2023-01-04
44. CVS HEALTH CORPORATION   2022-09-15 2023-01-04
18. CHEVRON CORPORATION   2022-03-03 2023-01-04
5. CINTAS CORP   2019-04-30 2023-01-04
64. COCA COLA CO   2022-12-06 2023-01-04
60. COMCAST CORPORATION CL A   2021-11-05 2023-01-04
5. COSTCO WHOLESALE CORP   2018-07-27 2023-01-04
8. DEERE & CO   2021-01-13 2023-01-04
66. EXXON MOBIL CORP   2021-02-19 2023-01-04
17. META PLATFORMS INC   2016-03-02 2023-01-04
42. FORTINET INC   2020-05-12 2023-01-04
91. FOX CORP - CLASS A - W/I   2022-04-20 2023-01-04
8. GOLDMAN SACHS GROUP INC   2021-03-15 2023-01-04
16. HOME DEPOT INC   2021-08-26 2023-01-04
85. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2023-01-04
48. JPMORGAN CHASE & CO   2009-01-21 2023-01-04
6. LAM RESEARCH CORP   2020-03-05 2023-01-04
3. ELI LILLY & CO   2022-02-09 2023-01-04
11. ELI LILLY & CO   2018-07-13 2023-01-04
6. LOCKHEED MARTIN CORP   2022-06-02 2023-01-04
16. MASTERCARD INC CL A   2021-11-22 2023-01-04
1. MCDONALD'S CORP   2022-11-22 2023-01-04
40. MERCK & CO INC   2022-05-11 2023-01-04
14. MERCK & CO INC   2021-10-20 2023-01-04
32. MICROSOFT CORP   2018-07-03 2023-01-04
57. MORGAN STANLEY   2020-01-27 2023-01-04
12. MOTOROLA SOLUTIONS INC   2019-10-07 2023-01-04
36. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2023-01-04
21. PROCTER & GAMBLE CO   2022-12-06 2023-01-04
22. QUANTA SVCS INC   2020-09-03 2023-01-04
12. S&P GLOBAL INC   2016-05-20 2023-01-04
95. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2023-01-04
14. STRYKER CORP   2021-07-29 2023-01-04
13. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2023-01-04
5. TELEDYNE TECHNOLOGIES INC   2019-11-08 2023-01-04
65. TRUIST FINANCIAL CORP   2016-06-24 2023-01-04
22. UNION PACIFIC CORP   2021-09-10 2023-01-04
9. UNITEDHEALTH GROUP INC   2021-05-26 2023-01-04
22. VISA INC CLASS A SHARES   2021-05-25 2023-01-04
18. WEC ENERGY GROUP INC   2009-06-03 2023-01-04
15. WASTE MANAGEMENT INC   2022-08-30 2023-01-04
26. ZOETIS INC   2021-12-17 2023-01-04
10. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2023-01-04
27. BUNGE LIMITED MERGED 11/01/23   2021-02-22 2023-01-04
61. CAPRI HLDGS LTD SEDOL   2021-12-17 2023-01-04
3. AMAZON COM INC   2022-08-30 2023-02-09
57. AMAZON COM INC   2018-02-02 2023-02-09
55. GOLDMAN SACHS GROUP INC   2021-03-15 2023-02-09
270. BANK OF AMERICA CORP   2019-02-01 2023-03-14
30. CDW CORP/DE   2019-07-12 2023-03-14
60. JPMORGAN CHASE & CO   2009-01-21 2023-03-14
60. MICROSOFT CORP   2018-07-02 2023-03-14
100. MORGAN STANLEY   2020-01-27 2023-03-14
662.04 FEDERATED HERMES INTERNATIONAL EQUITY FUND   2007-05-18 2023-03-24
4000. FIDELITY REAL ESTATE ETF ETF   2020-12-30 2023-03-24
4278.01 MFS EMERGING MKTS DEBT FD-R6   2020-12-23 2023-03-24
108. AVERY DENNISON CORP   2021-02-24 2023-04-12
375. CAPRI HLDGS LTD SEDOL   2021-12-17 2023-04-12
1. JP MORGAN ADR FX SETTLEMENT VARIOUS CUSI   2001-01-01 2023-05-08
40. JPMORGAN CHASE & CO   2009-01-21 2023-05-16
50. MORGAN STANLEY   2020-01-27 2023-05-16
20. S&P GLOBAL INC   2016-05-20 2023-05-16
262. TRUIST FINANCIAL CORP   2016-06-24 2023-05-16
202. TRUIST FINANCIAL CORP   2016-06-24 2023-05-17
10. BROADCOM INC   2019-02-08 2023-06-02
20. CDW CORP/DE   2019-07-15 2023-06-02
100. EXXON MOBIL CORP   2021-02-19 2023-06-02
40. MOTOROLA SOLUTIONS INC   2019-12-04 2023-06-02
40. CDW CORP/DE   2019-07-15 2023-06-05
340. ABBOTT LABORATORIES INC   2021-02-10 2023-06-28
323. ABBVIE INC   2020-02-12 2023-06-28
56. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2023-06-28
839. ALPHABET INC/CA-CL A   2008-03-04 2023-06-28
643. AMAZON COM INC   2018-02-02 2023-06-28
90. AMERICAN WATER WORKS CO INC   2016-02-08 2023-06-28
1022. APPLE INC   2006-06-26 2023-06-28
12. AUTOZONE INC   2018-10-11 2023-06-28
809. BANK OF AMERICA CORP   2019-01-31 2023-06-28
39. BLACKROCK INC   2020-08-07 2023-06-28
225. BLACKSTONE INC   2021-11-22 2023-06-28
65. BROADCOM INC   2019-02-08 2023-06-28
124. CDW CORP/DE   2019-07-11 2023-06-28
264. CVS HEALTH CORPORATION   2022-09-15 2023-06-28
120. CADENCE DESIGN SYSTEMS INC   2023-03-14 2023-06-28
170. CELANESE CORP   2023-04-12 2023-06-28
177. CHEVRON CORPORATION   2022-03-03 2023-06-28
70. CINTAS CORP   2019-04-24 2023-06-28
10. COCA COLA CO   2022-12-06 2023-06-28
643. COCA COLA CO   2022-06-02 2023-06-28
509. COMCAST CORPORATION CL A   2011-10-12 2023-06-28
60. COSTCO WHOLESALE CORP   2018-07-27 2023-06-28
63. DEERE & CO   2021-01-13 2023-06-28
120. DICK'S SPORTING GOODS, INC.   2023-04-12 2023-06-28
476. EXXON MOBIL CORP   2021-02-19 2023-06-28
60. META PLATFORMS INC   2023-04-12 2023-06-28
115. META PLATFORMS INC   2016-03-02 2023-06-28
396. FORTINET INC   2020-05-12 2023-06-28
562. FOX CORP - CLASS A - W/I   2022-04-20 2023-06-28
136. HOME DEPOT INC   2012-01-09 2023-06-28
552. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2023-06-28
306. JPMORGAN CHASE & CO   2009-01-21 2023-06-28
45. LAM RESEARCH CORP   2020-03-05 2023-06-28
151. ELI LILLY & CO   2018-07-13 2023-06-28
68. LOCKHEED MARTIN CORP   2022-06-02 2023-06-28
117. MASTERCARD INC CL A   2021-11-22 2023-06-28
99. MCDONALD'S CORP   2022-11-22 2023-06-28
516. MERCK & CO INC   2019-10-10 2023-06-28
608. MICROSOFT CORP   2009-01-14 2023-06-28
289. MORGAN STANLEY   2020-01-27 2023-06-28
70. MOTOROLA SOLUTIONS INC   2019-12-04 2023-06-28
34. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2023-06-28
334. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2023-06-28
11. PROCTER & GAMBLE CO   2022-12-06 2023-06-28
201. PROCTER & GAMBLE CO   2018-10-25 2023-06-28
194. QUANTA SVCS INC   2020-09-03 2023-06-28
68. S&P GLOBAL INC   2016-05-20 2023-06-28
665. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2023-06-28
50. SERVICE NOW INC   2023-06-02 2023-06-28
99. STRYKER CORP   2019-08-08 2023-06-28
330. TJX COMPANIES INC NEW   2023-02-09 2023-06-28
70. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-06-02 2023-06-28
171. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2023-06-28
45. TELEDYNE TECHNOLOGIES INC   2019-11-08 2023-06-28
152. UNION PACIFIC CORP   2021-09-10 2023-06-28
125. UNITEDHEALTH GROUP INC   2016-10-27 2023-06-28
160. VISA INC CLASS A SHARES   2013-02-08 2023-06-28
193. WEC ENERGY GROUP INC   2009-06-03 2023-06-28
146. WASTE MANAGEMENT INC   2022-08-30 2023-06-28
196. ZOETIS INC   2021-12-17 2023-06-28
101. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2023-06-28
258. BUNGE LIMITED MERGED 11/01/23   2021-02-22 2023-06-28
130. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2023-06-28
37.901 AMG GW&K SC CORE-I   2022-12-15 2023-06-29
1269.207 AMG GW&K SC CORE-I   2020-01-24 2023-06-29
98.616 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2022-12-09 2023-06-29
5120.515 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2020-01-29 2023-06-29
36.642 AMER CENT NON-US INTR FUND CLASS I   2022-12-21 2023-06-29
5025.126 AMER CENT NON-US INTR FUND CLASS I   2022-02-23 2023-06-29
4440.385 BAIRD AGGREGATE BOND FUND FD 72   2023-03-24 2023-06-29
45820.776 BAIRD AGGREGATE BOND FUND FD 72   2016-08-16 2023-06-29
10689.339 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2022-09-15 2023-06-29
4877.157 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2021-03-09 2023-06-29
22638.755 FEDERATED HERMES INTERNATIONAL EQUITY FUND   2002-05-20 2023-06-29
37075.062 FEDERATED TOTAL RETURN BOND FUND 225   2002-06-27 2023-06-29
74.52 HARBOR SMALL CAP VALUE-RET   2022-12-19 2023-06-29
1055.714 HARBOR SMALL CAP VALUE-RET   2020-01-24 2023-06-29
682.658 HARBOR LARGE CAP VALUE-RET   2022-12-19 2023-06-29
17517.17 HARBOR LARGE CAP VALUE-RET   2020-01-29 2023-06-29
320. INVESCO QQQ TRUST ETF   2020-12-30 2023-06-29
957. ISHARES S&P SMALL CAP 600 GROWTH ETF   2022-02-01 2023-06-29
13862.857 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2022-09-15 2023-06-29
13656.039 PIMCO INCOME FUND CLASS INS   2022-12-30 2023-06-29
402.012 PRINCIPAL MIDCAP FUND-R6   2014-03-12 2023-06-29
4076.537 MFS EMERGING MKTS DEBT FD-R6   2019-02-15 2023-07-07
9872.693 PGIM HIGH YIELD FUND CLASS R6   2020-12-30 2023-07-07
629.789 MADISON MID CAP FUND-R6   2022-12-30 2023-08-31
253.846 MADISON MID CAP FUND-R6   2021-12-28 2023-08-31
5912.697 NUANCE MID CAP VALUE-Z   2022-12-21 2023-08-31
5722. NUANCE MID CAP VALUE-Z   2020-01-24 2023-08-31
1290.693 AMG GW&K SC CORE-I   2020-01-24 2023-10-06
100. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-24 2023-10-06
780. ISHARES MSCI USA QUALITY FACTOR ETF   2023-06-29 2023-10-06
2124.702 PRINCIPAL MIDCAP FUND-R6   2014-03-12 2023-10-06
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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    
(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 4,653   5,269 -616
b 6,034   4,018 2,016
c 1,830   1,517 313
d 6,853   1,730 5,123
e 1,787   2,718 -931
5,276   10,480 -5,204
936   382 554
16,130   268 15,862
4,871   1,557 3,314
2,968   2,877 91
5,032   4,235 797
2,867   2,341 526
2,627   5,010 -2,383
5,021   2,451 2,570
4,337   2,773 1,564
4,047   4,523 -476
3,084   2,797 287
2,212   1,083 1,129
4,004   4,072 -68
2,181   3,242 -1,061
2,269   1,099 1,170
3,384   2,418 966
6,993   3,453 3,540
2,168   1,863 305
2,020   1,188 832
2,825   3,589 -764
2,784   2,763 21
5,090   5,157 -67
2,933   1,956 977
6,508   1,002 5,506
2,517   1,810 707
1,082   731 351
3,967   985 2,982
2,827   2,625 202
5,637   5,231 406
263   275 -12
4,469   3,583 886
1,564   1,132 432
7,269   3,190 4,079
4,928   3,030 1,898
3,075   1,988 1,087
3,624   3,708 -84
3,181   3,120 61
3,064   1,139 1,925
4,086   1,299 2,787
4,893   2,985 1,908
3,511   3,760 -249
989   1,371 -382
2,030   1,712 318
2,900   2,052 848
4,594   4,630 -36
4,517   3,719 798
4,647   5,032 -385
1,694   362 1,332
2,342   2,570 -228
3,868   6,096 -2,228
2,684   1,739 945
2,548   2,098 450
3,666   3,752 -86
296   388 -92
5,624   4,168 1,456
20,346   18,998 1,348
7,747   7,719 28
5,718   3,467 2,251
7,958   1,252 6,706
15,492   5,974 9,518
8,968   5,316 3,652
14,406   11,948 2,458
93,827   100,720 -6,893
49,026   65,830 -16,804
19,208   19,316 -108
16,302   22,471 -6,169
2     2
5,372   835 4,537
4,099   2,658 1,441
7,203   2,165 5,038
7,155   8,273 -1,118
5,686   6,378 -692
8,124   2,723 5,401
3,492   2,311 1,181
10,578   5,231 5,347
11,297   6,616 4,681
6,811   4,621 2,190
36,601   40,895 -4,294
42,741   29,302 13,439
16,262   14,160 2,102
100,613   7,691 92,922
84,020   47,022 36,998
12,657   5,728 6,929
193,555   2,140 191,415
29,497   9,341 20,156
22,668   22,916 -248
26,603   22,826 3,777
20,389   32,399 -12,010
55,630   17,699 37,931
21,908   14,232 7,676
17,973   27,107 -9,134
27,396   24,893 2,503
19,120   18,731 389
27,302   27,505 -203
34,273   15,050 19,223
607   636 -29
39,017   40,665 -1,648
21,078   9,908 11,170
31,966   13,183 18,783
25,645   19,044 6,601
16,274   16,562 -288
50,113   24,898 25,215
17,186   12,926 4,260
32,939   12,600 20,339
29,442   11,200 18,242
19,288   21,982 -2,694
42,031   18,337 23,694
21,511   12,150 9,361
42,494   6,386 36,108
29,027   13,572 15,455
70,085   13,502 56,583
30,443   29,750 693
44,434   38,254 6,180
28,829   27,178 1,651
58,189   41,091 17,098
204,828   21,527 183,301
24,238   15,363 8,875
19,922   11,579 8,343
3,258   3,502 -244
32,004   33,359 -1,355
1,649   1,634 15
30,133   17,820 12,313
37,684   10,043 27,641
26,557   7,361 19,196
32,285   20,890 11,395
27,289   27,444 -155
29,769   22,365 7,404
27,301   26,786 515
7,108   6,920 188
17,365   18,030 -665
18,050   15,406 2,644
30,695   31,987 -1,292
59,776   27,746 32,030
36,307   9,710 26,597
16,885   3,884 13,001
24,427   25,017 -590
33,234   41,117 -7,883
30,356   17,403 12,953
23,514   19,942 3,572
24,115   25,967 -1,852
1,098   1,073 25
36,782   37,145 -363
4,817   4,446 371
250,137   237,232 12,905
360   313 47
49,347   50,000 -653
42,850   43,871 -1,021
442,170   510,000 -67,830
98,128   100,470 -2,342
44,772   50,422 -5,650
513,900   358,985 154,915
349,618   378,836 -29,218
2,882   2,618 264
40,824   37,352 3,472
13,694   12,616 1,078
351,394   316,318 35,076
116,214   100,266 15,948
109,616   119,233 -9,617
141,956   145,560 -3,604
141,886   141,340 546
14,384   8,386 5,998
46,513   60,428 -13,915
45,019   54,399 -9,380
9,390   8,143 1,247
3,785   3,843 -58
71,603   71,578 25
69,293   78,145 -8,852
35,223   34,758 465
13,190   11,998 1,192
102,881   103,782 -901
73,196   44,321 28,875
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
      29,617
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       -616
b       2,016
c       313
d       5,123
e       -931
      -5,204
      554
      15,862
      3,314
      91
      797
      526
      -2,383
      2,570
      1,564
      -476
      287
      1,129
      -68
      -1,061
      1,170
      966
      3,540
      305
      832
      -764
      21
      -67
      977
      5,506
      707
      351
      2,982
      202
      406
      -12
      886
      432
      4,079
      1,898
      1,087
      -84
      61
      1,925
      2,787
      1,908
      -249
      -382
      318
      848
      -36
      798
      -385
      1,332
      -228
      -2,228
      945
      450
      -86
      -92
      1,456
      1,348
      28
      2,251
      6,706
      9,518
      3,652
      2,458
      -6,893
      -16,804
      -108
      -6,169
      2
      4,537
      1,441
      5,038
      -1,118
      -692
      5,401
      1,181
      5,347
      4,681
      2,190
      -4,294
      13,439
      2,102
      92,922
      36,998
      6,929
      191,415
      20,156
      -248
      3,777
      -12,010
      37,931
      7,676
      -9,134
      2,503
      389
      -203
      19,223
      -29
      -1,648
      11,170
      18,783
      6,601
      -288
      25,215
      4,260
      20,339
      18,242
      -2,694
      23,694
      9,361
      36,108
      15,455
      56,583
      693
      6,180
      1,651
      17,098
      183,301
      8,875
      8,343
      -244
      -1,355
      15
      12,313
      27,641
      19,196
      11,395
      -155
      7,404
      515
      188
      -665
      2,644
      -1,292
      32,030
      26,597
      13,001
      -590
      -7,883
      12,953
      3,572
      -1,852
      25
      -363
      371
      12,905
      47
      -653
      -1,021
      -67,830
      -2,342
      -5,650
      154,915
      -29,218
      264
      3,472
      1,078
      35,076
      15,948
      -9,617
      -3,604
      546
      5,998
      -13,915
      -9,380
      1,247
      -58
      25
      -8,852
      465
      1,192
      -901
      28,875
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,252,918
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 19,621
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 19,621
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 19,621
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,633
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 4,633
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 14,988
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 arrowPNC BANK NA Telephone no.right arrow (412) 565-4532

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
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
PNC BANK NA TRUSTEE
12
47,683    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
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
7,365,797
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,365,797
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
7,365,797
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
110,487
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,255,310
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
362,766
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
362,766
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,621
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,621
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
343,145
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
343,145
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
343,145
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
371,049
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
371,049
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 7 343,145
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 347,208
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$ 371,049
a Applied to 2022, but not more than line 2a 347,208
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..... 23,841
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 ..........
319,304
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).)
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.
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

WPAHS OFFICE OF DEVELOPMENT

4818 LIBERTY AVENUE
PITTSBURGH,PA15224
NONE PC GENERAL SUPPORT 347,208
Total .................................right arrow 3a 347,208
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 ....     14 185,656  
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 1,252,918  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 817  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,439,391  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,439,391
(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 InvestmentsCorpStockSchedule
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Name of Stock End of Year Book Value End of Year Fair Market Value
9158106 AIR PRODUCTS & CHEMICA    
20002101 ALLSTATE CORP    
23135106 AMAZON COM INC    
30420103 AMERICAN WATER WORKS    
31162100 AMGEN INC    
37833100 APPLE INC    
53332102 AUTOZONE INC    
60505104 BANK OF AMERICA CORP    
99502106 BOOZ ALLEN HAMILTON H    
110122108 BRISTOL MYERS SQUIBB    
172908105 CINTAS CORP    
189054109 CLOROX CO    
256677105 DOLLAR GENERAL CORP    
302491303 FMC CORPORATION NEW    
437076102 HOME DEPOT INC    
460690100 INTERPUBLIC GROUP CO    
478160104 JOHNSON & JOHNSON    
485170302 KANSAS CITY SOUTHERN    
502431109 L3 HARRIS TECHNOLOGI    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO    
539830109 LOCKHEED MARTIN CORP    
594918104 MICROSOFT CORP    
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY    
620076307 MOTOROLA SOLUTIONS I    
666807102 NORTHROP GRUMMAN COR    
742718109 PROCTER & GAMBLE CO    
747525103 QUALCOMM    
863667101 STRYKER CORP    
874039100 TAIWAN SEMICONDUCTOR    
879360105 TELEDYNE TECHNOLOGIE    
883556102 THERMO FISHER SCIENT    
74762E102 QUANTA SVCS INC    
03073E105 AMERISOURCEBERGEN CO    
87612E106 TARGET CORP    
28176E108 EDWARDS LIFESCIENCES    
34959E109 FORTINET INC    
89151E109 TOTAL S E    
00287Y109 ABBVIE INC    
00507V109 ACTIVISION BLIZZARD    
00971T101 AKAMAI TECHNOLOGIES    
02079K305 ALPHABET INC/CA-CL A    
03027X100 AMERICAN TOWER CORP    
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
16119P108 CHARTER COMMUNICATIO    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR    
23331A109 D R HORTON INC    
30303M102 META PLATFORMS INC    
46625H100 JPMORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
64110L106 NETFLIX INC    
70450Y103 PAYPAL HOLDINGS INC-    
78409V104 S&P GLOBAL INC    
89400J107 TRANSUNION    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CLASS A SHA    
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC    
053332102 AUTOZONE INC    
05352A100 AVANTOR INC    
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP    
08579W103 BERRY GLOBAL GROUP I    
09260D107 BLACKSTONE INC    
149123101 CATERPILLAR INC    
228368106 CROWN HOLDINGS INC    
244199105 DEERE & CO    
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
30231G102 EXXON MOBIL CORP    
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A    
701094104 PARKER HANNIFIN CORP    
718172109 PHILIP MORRIS INTERN    
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
98978V103 ZOETIS INC    
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
009158106 AIR PRODUCTS & CHEMI    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION    
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP    
94106L109 WASTE MANAGEMENT INC    

TY 2023 InvestmentsOtherSchedule2
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR AT COST 154,461 155,521
461418444 WCM FOCUSED INTL GRO AT COST 235,633 231,360
552746364 MFS EMERGING MKTS DE AT COST 73,743 62,103
557492485 MADISON MID CAP FUND AT COST 128,010 165,382
936793686 WASATCH INTL OPPORTU AT COST 126,538 123,700
00170K869 AMG GW&K SC CORE-I AT COST 71,357 80,235
31423A671 FEDERATED HERMES INT      
56167N712 NUANCE MID CAP VALUE      
74256W584 PRINCIPAL MIDCAP FUN AT COST 91,257 164,709
74440Y884 PGIM HIGH YIELD FUND AT COST 71,960 61,908
89355J656 TRANSAMERICA SM CAP AT COST 121,520 118,808
97717X669 WISDOMTREE U.S. QUAL AT COST 229,527 287,797
01878T855 ALLIANCE BERNSTEIN C      
057071854 BAIRD AGGREGATE BOND      
09260B382 BLACKROCK STRATEGIC      
31428Q739 FEDERATED TOTAL RETU      
316092857 FIDELITY REAL ESTATE      
411512452 HARBOR SMALL CAP VAL      
411512478 HARBOR LARGE CAP VAL      
413838566 OAKMARK INTL SM CAP- AT COST 105,432 119,950
46090E103 INVESCO QQQ TRUST ET      
02509A786 AMER CENT NON-US INT      
464287887 ISHARES S&P SMALL CA      
592905749 METROPOLITAN WEST UN      
89154M702 TOUCHSTONE SANDS EM AT COST 153,520 152,480
921939203 VANGUARD INTERNATION AT COST 223,427 226,938
00171A852 AMG RR SM CAP VAL-I AT COST 111,720 116,601
00770X675 PZENA EMERG MKTS VAL AT COST 135,784 151,118
256210105 DODGE & COX INCOME F AT COST 526,279 542,481
258620566 DOUBLELINE TOTAL RET AT COST 265,842 266,546
464287200 ISHARES CORE S&P 500 AT COST 2,209,269 2,395,314
46429B267 ISHARES U S TREASURY AT COST 317,847 320,256
46429B697 ISHARES MSCI USA MIN AT COST 177,766 193,514
46432F339 ISHARES MSCI USA QUA AT COST 129,577 158,911
46432F842 ISHARES CORE MSCI EA AT COST 223,245 235,321
46434V456 ISHARES MSCI INTL QU AT COST 148,895 159,254
77957Y403 T ROWE PR MID-CAP VA AT COST 151,365 150,543
94987W794 ALLSPRING CORE BOND AT COST 423,208 430,809
957663669 WESTERN ASSET CORE P AT COST 417,051 429,027

TY 2023 OtherDecreasesSchedule
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Description Amount
COST BASIS ADJUSTMENT/PY ROC 541
2023 TRANSACTION POSTED IN 2024 6,550
RETURN OF CAPITAL ADJUSTMENT 490
ADJUSTMENT TO INCOME 1
ROUNDING ADJ FOR SALES AND TRANSACTIONS 1


TY 2023 OtherExpensesSchedule
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 2 2   0


TY 2023 OtherIncomeSchedule2
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 817 0  


TY 2023 OtherIncreasesSchedule
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Description Amount
2022 TRANSACTION POSTED IN 2023 8,072
2022 SALES POSTED IN 2023 3,117


TY 2023 TaxesSchedule
Name:
MASON MARTHA FBO WPAHS MUTUAL
EIN:
25-6020717
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 112 112   0
FEDERAL ESTIMATES - PRINCIPAL 2,315 0   0
FOREIGN TAXES ON QUALIFIED FOR 836 836   0
FOREIGN TAXES ON NONQUALIFIED 495 495   0