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

23-6224798
B Telephone number (see instructions)

(215) 553-2389
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$13,082,938J 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... 351,039 350,417  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,029,904
b Gross sales price for all assets on line 6a 3,278,497
7 Capital gain net income (from Part IV, line 2)... 1,029,904
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........ 1,380,943 1,380,321  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,177 55,306   36,871
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
22,444 5,860   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
29 29    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,650 61,195 0 36,871
25 Contributions, gifts, grants paid....... 884,000 884,000
26 Total expenses and disbursements. Add lines 24 and 25 998,650 61,195 0 920,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 382,293
b Net investment income (if negative, enter -0-) 1,319,126
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.............   -871,264 -871,264
2 Savings and temporary cash investments......... 460,084 1,283,380 1,283,380
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).......... 11,093,351 Click to see attachment
List of Attached Documents:
// Content
11,518,947 		12,670,822
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) 11,553,435 11,931,063 13,082,938
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........ 11,553,435 11,931,063
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)..... 11,553,435 11,931,063
30 Total liabilities and net assets/fund balances (see instructions). 11,553,435 11,931,063
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
11,553,435
2
Enter amount from Part I, line 27a .....................
2
382,293
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
11,935,729
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,666
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,931,063
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 93. CELANESE CORP DEL   2012-12-18 2023-01-03
b 106. CHEVRONTEXACO CORP   2016-03-03 2023-01-03
c 37. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-03
d 210. GENERAL MILLS INC COM   2022-10-28 2023-01-10
e 39. HUMANA INC COM   2022-09-02 2023-01-10
39. UNITED HEALTH GROUP INC   2020-10-28 2023-01-13
80. UNITED HEALTH GROUP INC   2016-09-14 2023-01-18
170. GENERAL MILLS INC COM   2022-10-27 2023-01-19
57. MICROSOFT CORP COM   2018-10-29 2023-01-19
150. GENERAL MILLS INC COM   2022-10-27 2023-01-25
78. ABBVIE INC   2020-02-14 2023-01-26
680. ALTRIA GROUP INC   2022-05-06 2023-01-26
78. T -MOBILE US INC   2022-11-07 2023-01-26
980. AT&T INC   2022-05-19 2023-01-27
320. ALTRIA GROUP INC   2022-05-18 2023-01-27
710. CSX CORP COM   2017-01-13 2023-01-27
150. LAS VEGAS SANDS CORP   2022-12-07 2023-01-30
36. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-31
62. HONEYWELL INTL INC   2022-09-26 2023-02-02
34. HONEYWELL INTL INC   2012-12-18 2023-02-02
74. MC DONALDS CORPORATION COMMON   2022-11-01 2023-02-02
19. T -MOBILE US INC   2022-06-03 2023-02-02
58. T -MOBILE US INC   2022-11-18 2023-02-02
67. ABBVIE INC   2020-02-14 2023-02-08
90. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-08
140. AT&T INC   2022-06-13 2023-02-09
370. AT&T INC   2022-11-18 2023-02-09
110. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-09
69. T -MOBILE US INC   2022-06-03 2023-02-09
190. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
510. AT&T INC   2022-11-01 2023-02-15
156. PIONEER NAT RES CO   2015-10-07 2023-02-15
93. T -MOBILE US INC   2022-03-30 2023-02-15
144. VALERO ENERGY CORP NEW   2012-12-18 2023-02-15
150. D R HORTON INC   2023-02-02 2023-02-17
75. MICROSOFT CORP COM   2018-11-19 2023-02-17
160. MICRON TECHNOLOGY   2022-07-25 2023-02-17
187. CELANESE CORP DEL   2012-12-18 2023-02-21
14. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
66. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
14. AMERICAN TOWER CORP-CL A   2021-05-27 2023-02-24
29. AMERICAN TOWER CORP-CL A   2022-06-21 2023-03-01
100. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
20. ANTHEM INC   2022-10-10 2023-03-03
32. CIGNA CORP   2022-11-10 2023-03-03
136. QUALCOMM INC   2022-08-04 2023-03-03
44. QUALCOMM INC   2022-09-23 2023-03-03
80. D R HORTON INC   2023-01-31 2023-03-06
26. HOME DEPOT INC USD 0.05   2023-02-02 2023-03-06
100. LAS VEGAS SANDS CORP   2022-06-08 2023-03-06
30. LAS VEGAS SANDS CORP   2022-12-07 2023-03-06
70. ORACLE CORPORATION   2022-12-16 2023-03-15
28. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-03-15
39. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-03-15
128. T -MOBILE US INC   2022-03-30 2023-03-16
225. TARGET CORP   2022-11-01 2023-04-12
828. TRUIST FINL CORP   2019-11-06 2023-04-12
65. CIGNA CORP   2022-10-21 2023-04-14
280. D R HORTON INC   2023-01-03 2023-04-14
28. EQUINIX INC   2017-06-21 2023-04-14
114. HOME DEPOT INC USD 0.05   2022-11-22 2023-04-14
72. HOME DEPOT INC USD 0.05   2012-12-18 2023-04-14
77. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-04-14
97. C D W CORP/DE   2023-03-16 2023-04-19
167. PROLOGIS INC   2022-10-27 2023-04-19
139. AMERICAN TOWER CORP-CL A   2015-06-11 2023-06-01
64. BROADCOM INC   2022-05-12 2023-06-01
15. BROADCOM INC   2022-12-16 2023-06-30
25. BROADCOM INC   2022-05-12 2023-06-30
207. FACEBOOK INC   2023-01-26 2023-06-30
25. KLA TENCOR CORP   2019-10-24 2023-06-30
164. MASTERCARD INC   2021-11-19 2023-06-30
320. MICRON TECHNOLOGY   2022-07-25 2023-06-30
1040. MICRON TECHNOLOGY   2018-11-19 2023-06-30
77. PROCTER & GAMBLE CO COM   2022-12-07 2023-06-30
120. PROCTER & GAMBLE CO COM   2023-01-10 2023-06-30
112. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
195. QUALCOMM INC   2022-09-23 2023-06-30
106. QUALCOMM INC   2023-01-19 2023-06-30
256. TEXAS INSTRUMENTS INC   2022-11-07 2023-06-30
65. TEXAS INSTRUMENTS INC   2023-01-25 2023-06-30
370. COCA-COLA CO USD   2022-01-27 2023-07-31
150. COCA-COLA CO USD   2022-01-27 2023-07-31
27. DEERE & COMPANY   2022-11-03 2023-07-31
124. DEERE & COMPANY   2017-06-16 2023-07-31
18. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
55. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
80. NEXTERA ENERGY INC   2023-02-10 2023-07-31
210. NEXTERA ENERGY INC   2021-10-07 2023-07-31
98. NIKE INC CL B   2022-08-01 2023-07-31
108. NIKE INC CL B   2023-02-17 2023-07-31
56. NIKE INC CL B   2015-04-21 2023-07-31
105. ORACLE CORPORATION   2022-11-16 2023-07-31
78. ORACLE CORPORATION   2022-11-16 2023-07-31
350. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
610. SYNCHRONY FINANCIAL   2017-05-22 2023-07-31
49. T -MOBILE US INC   2022-02-25 2023-07-31
147. T -MOBILE US INC   2022-02-18 2023-07-31
880. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
17. HUMANA INC COM   2022-09-02 2023-08-16
33. HUMANA INC COM   2022-09-02 2023-08-17
122. SALESFORCE COM INC   2023-03-15 2023-08-21
286. ADVANCED MICRO DEVICES INC   2019-01-09 2023-08-31
410. ALCOA UPSTREAM CORP   2023-01-27 2023-08-31
400. ALCOA UPSTREAM CORP   2023-03-01 2023-08-31
100. BOEING COMPANY   2022-11-08 2023-08-31
73. FACEBOOK INC   2023-01-26 2023-08-31
131. HONEYWELL INTL INC   2012-12-18 2023-08-31
64. MASTERCARD INC   2021-11-19 2023-08-31
264. MERCK & CO INC   2022-10-10 2023-08-31
247. ORACLE CORPORATION   2022-10-31 2023-08-31
26. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-08-31
1180. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
246. T -MOBILE US INC   2017-06-08 2023-08-31
4300. SOUTHWESTERN ENERGY CO   2022-10-24 2023-09-01
104. BOEING COMPANY   2022-11-08 2023-09-25
76. CHARTER COMMUNICATIONS INC-A   2023-01-27 2023-09-25
47. COSTCO WHSL CORP NEW   2021-06-23 2023-09-25
960. ENBRIDGE INC   2022-12-16 2023-09-25
115. HONEYWELL INTL INC   2012-12-18 2023-09-25
366. OLIN CORP COM PAR $1   2023-02-21 2023-09-25
2450. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
377. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-09-25
151. STRYKER CORP   2023-01-18 2023-09-25
154. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
450. BAXTER INTL INC COM   2023-07-31 2023-10-13
310. HESS CORP   2023-06-30 2023-10-24
439. MERCK & CO INC   2022-10-10 2023-11-10
1190. EQT CORP COM   2023-06-30 2023-12-14
73. FACEBOOK INC   2023-01-26 2023-12-14
74. KLA TENCOR CORP   2019-10-24 2023-12-14
40. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
157. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-12-14
108. MASTERCARD INC   2021-11-24 2023-12-14
350. ORACLE CORPORATION   2022-11-01 2023-12-14
830. EXELON CORP   2015-08-20 2023-12-18
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,470   4,033 5,437
b 18,439   9,199 9,240
c 9,637   10,096 -459
d 17,686   17,175 511
e 18,748   19,465 -717
19,415   13,243 6,172
38,274   18,339 19,935
13,215   13,737 -522
13,181   6,038 7,143
11,574   11,987 -413
11,491   7,539 3,952
30,107   38,166 -8,059
11,581   11,657 -76
19,480   19,745 -265
14,165   17,188 -3,023
21,341   9,154 12,187
8,661   6,954 1,707
9,520   9,823 -303
12,584   10,565 2,019
6,901   2,434 4,467
19,457   20,191 -734
2,791   2,595 196
8,519   8,647 -128
9,741   6,269 3,472
8,788   7,120 1,668
2,655   2,821 -166
7,016   7,003 13
10,740   8,703 2,037
9,886   9,423 463
11,459   13,706 -2,247
9,777   9,381 396
34,520   20,591 13,929
13,694   12,014 1,680
19,623   4,460 15,163
14,134   15,466 -1,332
19,268   7,911 11,357
9,408   9,671 -263
21,111   8,110 13,001
2,764   3,759 -995
12,919   17,157 -4,238
2,740   3,571 -831
5,633   7,174 -1,541
5,880   7,213 -1,333
9,346   9,642 -296
9,144   10,330 -1,186
16,700   20,504 -3,804
5,403   5,304 99
7,328   8,084 -756
7,781   8,816 -1,035
6,009   3,706 2,303
1,803   1,391 412
5,770   5,604 166
6,848   8,646 -1,798
9,538   13,846 -4,308
18,148   16,306 1,842
37,210   37,024 186
27,481   34,209 -6,728
16,855   19,853 -2,998
27,417   25,834 1,583
19,282   12,275 7,007
33,302   37,412 -4,110
21,033   4,535 16,498
17,811   6,683 11,128
16,020   18,759 -2,739
20,899   18,458 2,441
25,989   21,321 4,668
50,554   36,934 13,620
13,022   8,292 4,730
21,703   14,009 7,694
59,504   34,513 24,991
12,089   4,194 7,895
64,181   56,500 7,681
20,294   17,322 2,972
65,954   41,385 24,569
11,618   11,544 74
18,106   18,214 -108
16,899   16,786 113
23,203   23,406 -203
12,613   12,536 77
45,927   43,209 2,718
11,661   11,376 285
22,859   23,082 -223
9,296   9,109 187
11,577   10,676 901
53,169   15,869 37,300
5,258   4,911 347
16,067   13,400 2,667
5,852   5,965 -113
15,363   17,372 -2,009
10,807   11,238 -431
11,910   13,460 -1,550
6,176   2,805 3,371
12,257   8,395 3,862
9,112   6,218 2,894
23,526   20,293 3,233
21,023   14,888 6,135
6,742   6,191 551
20,226   18,420 1,806
43,685   50,344 -6,659
8,404   8,246 158
16,205   16,007 198
25,150   22,061 3,089
30,174   5,991 24,183
12,330   21,578 -9,248
12,029   21,334 -9,305
22,508   18,255 4,253
21,727   10,717 11,010
24,633   7,864 16,769
26,396   21,985 4,411
28,902   27,106 1,796
29,727   19,291 10,436
21,516   18,841 2,675
7,951   8,032 -81
33,526   20,622 12,904
29,109   27,806 1,303
20,438   17,595 2,843
33,347   30,586 2,761
26,152   20,530 5,622
33,054   36,967 -3,913
21,942   6,903 15,039
17,068   22,156 -5,088
10,692   23,753 -13,061
26,860   27,554 -694
43,227   38,173 5,054
7,079   9,224 -2,145
14,303   20,413 -6,110
48,241   44,692 3,549
44,422   39,735 4,687
44,917   50,178 -5,261
24,226   10,717 13,509
42,897   12,413 30,484
5,872   10,875 -5,003
23,049   43,108 -20,059
45,339   35,877 9,462
35,268   26,514 8,754
28,509   24,003 4,506
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
      633,965
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       5,437
b       9,240
c       -459
d       511
e       -717
      6,172
      19,935
      -522
      7,143
      -413
      3,952
      -8,059
      -76
      -265
      -3,023
      12,187
      1,707
      -303
      2,019
      4,467
      -734
      196
      -128
      3,472
      1,668
      -166
      13
      2,037
      463
      -2,247
      396
      13,929
      1,680
      15,163
      -1,332
      11,357
      -263
      13,001
      -995
      -4,238
      -831
      -1,541
      -1,333
      -296
      -1,186
      -3,804
      99
      -756
      -1,035
      2,303
      412
      166
      -1,798
      -4,308
      1,842
      186
      -6,728
      -2,998
      1,583
      7,007
      -4,110
      16,498
      11,128
      -2,739
      2,441
      4,668
      13,620
      4,730
      7,694
      24,991
      7,895
      7,681
      2,972
      24,569
      74
      -108
      113
      -203
      77
      2,718
      285
      -223
      187
      901
      37,300
      347
      2,667
      -113
      -2,009
      -431
      -1,550
      3,371
      3,862
      2,894
      3,233
      6,135
      551
      1,806
      -6,659
      158
      198
      3,089
      24,183
      -9,248
      -9,305
      4,253
      11,010
      16,769
      4,411
      1,796
      10,436
      2,675
      -81
      12,904
      1,303
      2,843
      2,761
      5,622
      -3,913
      15,039
      -5,088
      -13,061
      -694
      5,054
      -2,145
      -6,110
      3,549
      4,687
      -5,261
      13,509
      30,484
      -5,003
      -20,059
      9,462
      8,754
      4,506
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,029,904
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 18,336
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 18,336
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 18,336
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,916
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 10,916
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,420
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 arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (215) 553-2389

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		92,177    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
12,530,716
b
Average of monthly cash balances.......................
1b
553,963
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,084,679
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
13,084,679
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
196,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,888,409
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
644,420
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
644,420
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,336
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,336
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
626,084
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
626,084
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
626,084
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
920,871
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
920,871
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 7 626,084
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 647,128
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$ 920,871
a Applied to 2022, but not more than line 2a 647,128
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..... 273,743
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 .......... 		352,341
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

FOOD BANK OF SOUTH JERSEY INC

1501 JOHN TIPTON BLVD
PENNSAUKEN,NJ08110 		NONE PC GENERAL OPERATING 35,000

URBANPROMISE MINISTRIES INC

3700 RUDDEROW ST
PENNSAUKEN,NJ081105546 		NONE PC GENERAL OPERATING 45,000

MAIN LINE HOSPITALS INC

3803 WEST CHESTER PIKE STE 250
NEWTOWN SQ,PA190732336 		NONE PC GENERAL OPERATING 40,000

GWYNEDD MERCY UNIVERSITY

PO BOX 901
GWYNEDD VLY,PA194370901 		NONE PC GENERAL OPERATING 15,000

WILLIAMSON COLLEGE OF THE TRADES

106 S NEW MIDDLETOWN RD
MEDIA,PA190635299 		NONE PC GENERAL OPERATING 25,000

THE FRANKLIN INSTITUTE

ATTENTION SIOBHAN KEEFE
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 25,000

INDEPENDENCE SEAPORT MUSEUM

211 S COLUMBUS BLVD
PHILADELPHIA,PA191063101 		NONE PC GENERAL OPERATING 19,000

UNIVERSITY CITY SCIENCE CENTER

3675 MARKET ST STE 400
PHILADELPHIA,PA191042897 		NONE PC GENERAL OPERATING 35,000

SENIOR COMMUNITY SERVICES INC

6TH SWARTHMORE AVE
FOLSOM,PA19033 		NONE PC GENERAL OPERATING 30,000

DOMESTIC ABUSE PROJECT OF DELAWARE COUNT

14 W SECOND ST
MEDIA,PA190632802 		NONE PC GENERAL OPERATING 20,000

SENIORLAW CENTER

1500 JOHN F KENNEDY BLVD STE 1501
PHILADELPHIA,PA191021728 		NONE PC GENERAL OPERATING 30,000

ACHIEVEABILITY

21 S 61ST ST
PHILADELPHIA,PA19139 		NONE PC GENERAL OPERATING 30,000

CORA SERVICES INC

8540 VERREE RD
PHILADELPHIA,PA19111 		NONE PC GENERAL OPERATING 25,000

ACTIONAIDS INC DBA ACTION WELLNESS

1216 ARCH STREET 6TH FLR
PHILADELPHIA,PA19107 		NONE PC GENERAL OPERATING 10,000

OXFORD SENIOR CENTER

12 E LOCUST ST
OXFORD,PA19363 		NONE PC GENERAL OPERATING 7,000

REBUILDING TOGETHER PHILADELPHIA

PO BOX 42752
PHILADELPHIA,PA191012752 		NONE PC GENERAL OPERATING 40,000

BAKER INDUSTRIES INC

184 PENNSYLVANIA AVE
MALVERN,PA193552418 		NONE PC GENERAL OPERATING 20,000

SURREY SERVICES FOR SENIORS INC

60 SURREY WAY
DEVON,PA193331464 		NONE PC GENERAL OPERATING 30,000

MATERNAL AND CHILD HEALTH CONSORTIUM

30 W BARNARD ST STE 1
WEST CHESTER,PA193821000 		NONE PC GENERAL OPERATING 35,000

CRADLE OF HOPE INC

1657 THE FAIRWAY
JENKINTOWN,PA190461423 		NONE PC GENERAL OPERATING 10,000

GOOD SAMARITAN SERVICES

141 HIGH ST
PHOENIXVILLE,PA194603244 		NONE PC GENERAL OPERATING 30,000

BEYOND LITERACY

211 N 13TH ST FL 4
PHILADELPHIA,PA191071630 		NONE PC GENERAL OPERATING 23,000

12 PLUS

3401 I ST UNIT 304
PHILADELPHIA,PA191341442 		NONE PC GENERAL OPERATING 25,000

CHESTER COUNTY FUTURES INC

LUKENS BLDG 50 S 1ST AVE SUITE 105
COATSVILLE,PA193200000 		NONE PC GENERAL OPERATING 20,000

OPERATION WARM INC

50 APPLIED BANK BLVD STE 204
GLEN MILLS,PA193421092 		NONE PC GENERAL OPERATING 45,000

PATHWAYS TO HOUSING PA

5201 OLD YORK RD
PHILADELPHIA,PA191412985 		NONE PC GENERAL OPERATING 10,000

HOPE PARTNERSHIP FOR EDUCATION

2601 N 11TH ST
PHILADELPHIA,PA191331402 		NONE PC GENERAL OPERATING 15,000

KENTSUSSEX INDUSTRIES INC

301 N REHOBOTH BLVD
MILFORD,DE199631305 		NONE PC GENERAL OPERATING 20,000

TECH IMPACT

100 N 18TH ST STE 410
PHILADELPHIA,PA191032704 		NONE PC GENERAL OPERATING 20,000

CODING CLARIFIED FOUNDATION INC

2271 E SUNDOWN DR
COEUR D ALENE,ID83815 		NONE PC GENERAL OPERATING 25,000

SMALL BUSINESS MENTORSHIP INITIATIVE INC

1000 S LENOLA RD BLD 2 STE 200
MAPLE SHADE,NJ08052 		NONE PC GENERAL OPERATING 20,000

CATHOLIC PARTNERSHIP SCHOOLS

2824 RIVER RD
CAMDEN,NJ08105 		NONE PC GENERAL OPERATING 20,000

LIFE SCIENCE CARES PHILADELPHIA

3675 MARKET STREET SUITE 200
PHILADELPHIA,PA19104 		NONE PC GENERAL OPERATING 25,000

SAINT JOHN'S HOSPICE

1221 RACE ST
PHILADELPHIA,PA19107 		NONE PC GENERAL OPERATING 30,000

THE ACADEMY OF NATURAL SCIENCES DREXEL

1900 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 30,000
Total .................................right arrow 3a 884,000
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 ....     14 351,039  
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 1,029,904  
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) ..   1,380,943  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,380,943
(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:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
65339F101 NEXTERA ENERGY INC AT COST 16,082 20,895
654106103 NIKE INC CL B AT COST 9,867 21,388
723787107 PIONEER NAT RES CO      
91324P102 UNITED HEALTH GROUP AT COST 14,657 57,912
929089100 VOYA FINANCIAL INC AT COST 17,437 41,587
026874784 AMERICAN INTERNATION AT COST 33,883 68,428
126408103 CSX CORP COM AT COST 7,736 20,802
438516106 HONEYWELL INTL INC      
595112103 MICRON TECHNOLOGY      
29444U700 EQUINIX INC      
594918104 MICROSOFT CORP COM AT COST 111,885 298,576
882508104 TEXAS INSTRUMENTS IN      
002824100 ABBOTT LABORATORIES AT COST 47,170 60,649
02079K305 ALPHABET INC/CA AT COST 125,688 234,120
023135106 AMAZON COM INC AT COST 92,464 171,692
G29183103 EATON CORP PLC AT COST 21,734 95,846
03027X100 AMERICAN TOWER CORP-      
05569M384 BNY MELLON INTL EQUI AT COST 110,570 115,938
233203421 DFA EMERG MKTS CORE AT COST 291,164 348,741
05569M814 BNY MELLON INTERMEDI AT COST 600,698 571,833
150870103 CELANESE CORP DEL      
244199105 DEERE & COMPANY AT COST 4,095 12,796
30161N101 EXELON CORP      
87165B103 SYNCHRONY FINANCIAL AT COST 9,619 16,040
05569M368 BNY MELLON CORP BOND AT COST 1,125,000 1,037,003
05569M509 BNY MELLON MID CAP S AT COST 563,699 869,147
05569M830 BNY MELLON BOND FD C AT COST 1,548,299 1,382,575
05569M871 BNY MELLON INTL FD C AT COST 196,630 351,954
037833100 APPLE COMPUTER INC C AT COST 134,023 241,818
05569M780 BNY MELLON S/T US GV AT COST 362,436 320,969
060505104 BANK AMER CORP AT COST 24,953 38,721
166764100 CHEVRONTEXACO CORP      
22160K105 COSTCO WHSL CORP NEW AT COST 8,382 38,285
437076102 HOME DEPOT INC USD 0      
452308109 ILLINOIS TOOL WORKS AT COST 14,668 44,268
46625H100 J P MORGAN CHASE & C AT COST 89,738 136,250
872590104 T -MOBILE US INC      
91913Y100 VALERO ENERGY CORP N      
101137107 BOSTON SCIENTIFIC CO AT COST 55,647 73,419
007903107 ADVANCED MICRO DEVIC      
05587K832 BNYM US EQUITY FUND- AT COST 509,746 316,249
05587N794 BNYM GLBL RL RTRN -Y AT COST 170,000 165,747
05588E850 BNY MELLON HIGH YIEL AT COST 395,000 336,473
883556102 THERMO ELECTRON CORP AT COST 27,186 41,932
00287Y109 ABBVIE INC AT COST 30,391 62,763
05587K824 BNYM SEL MGR S/C VAL AT COST 163,027 177,557
482480100 KLA TENCOR CORP      
12572Q105 CME GROUP INC AT COST 50,621 57,073
05587K865 BNYM SELECT MGR S/C AT COST 114,906 143,005
05588D753 BNY MELLON INTL EQTY AT COST 105,415 138,054
05588F709 BNYM GLBL RL EST SEC AT COST 187,468 218,805
191216100 COCA-COLA CO USD AT COST 39,325 42,430
89832Q109 TRUIST FINL CORP      
05587K857 BNYM INTL STCK-Y AT COST 91,551 183,283
05587N737 BNYM OPPORT SM CAP-Y AT COST 124,420 143,753
05589K400 BNYM FLTNG RT INC-Y AT COST 400,000 364,657
78409V104 S & P GLOBAL INC AT COST 24,772 49,779
75513E101 RAYTHEON TECHNOLOGIE      
G8994E103 TRANE TECHNOLOGIES P AT COST 5,542 46,097
532457108 ELI LILLY & CO COM AT COST 42,526 121,830
03076C106 AMERIPRISE FINL INC AT COST 39,863 66,470
87234N765 TCW EMERGING MARKETS AT COST 348,387 273,879
464287226 ISHARES BARCLAYS AGG AT COST 698,911 600,463
518439104 ESTEE LAUDER COMPANI      
57636Q104 MASTERCARD INC      
G1151C101 ACCENTURE PLC IRELAN AT COST 19,326 25,266
464288273 ISHARES MSCI EAFE SM AT COST 244,195 194,985
00206R102 AT&T INC AT COST 39,871 37,923
573284106 MARTIN MARIETTA MATL AT COST 24,637 35,423
032095101 AMPHENOL CORP NEW AT COST 48,444 63,443
517834107 LAS VEGAS SANDS CORP AT COST 41,524 57,576
29250N105 ENBRIDGE INC      
444859102 HUMANA INC COM      
580135101 MC DONALDS CORPORATI AT COST 24,121 29,354
87612E106 TARGET CORP      
02209S103 ALTRIA GROUP INC      
58933Y105 MERCK & CO INC      
742718109 PROCTER & GAMBLE CO AT COST 19,954 20,369
05722G100 BAKER HUGHES A GE CO AT COST 26,622 29,053
75886F107 REGENERON PHARMACEUT AT COST 17,246 21,957
744573106 PUBLIC SERVICE ENTER AT COST 31,686 28,129
845467109 SOUTHWESTERN ENERGY      
747525103 QUALCOMM INC      
74340W103 PROLOGIS INC      
125523100 CIGNA CORP      
370334104 GENERAL MILLS INC CO      
68389X105 ORACLE CORPORATION      
020002101 ALLSTATE CORP COM AT COST 45,921 48,573
097023105 BOEING COMPANY      
036752103 ANTHEM INC AT COST 38,385 38,668
30231G102 EXXON MOBIL CORP AT COST 110,207 104,879
11135F101 BROADCOM INC AT COST 14,475 30,139
016255101 ALIGN TECHNOLOGY INC AT COST 57,367 44,388
038222105 APPLIED MATERIALS IN AT COST 33,506 39,869
03990B101 ARES MANAGEMENT CORP AT COST 19,867 28,541
04621X108 ASSURANT INC AT COST 45,609 53,748
075887109 BECTON DICKINSON AND AT COST 69,265 61,445
084670702 BERKSHIRE HATHAWAY I AT COST 104,949 107,355
16679L109 CHEWY INC - CLASS A AT COST 26,708 34,736
17275R102 CISCO SYS INC AT COST 36,205 31,828
21037T109 CONSTELLATION ENERGY AT COST 49,395 50,847
219350105 CORNING INC COM AT COST 28,968 24,969
22160N109 COSTAR GROUP INC AT COST 34,909 38,452
235851102 DANAHER CORP COMMON AT COST 54,257 56,216
25746U109 DOMINION RES INC VA AT COST 29,005 28,200
35671D857 FREEPORT-MCMORAN COP AT COST 45,078 43,847
372460105 GENUINE PARTS CO AT COST 23,256 18,559
443573100 HUBSPOT INC AT COST 55,848 60,957
452327109 ILLUMINA INC AT COST 45,567 40,658
458140100 INTEL CORPORATION AT COST 28,515 31,155
46120E602 INTUITIVE SURGICAL I AT COST 26,987 26,651
56585A102 MARATHON PETROLEUM C AT COST 39,306 39,167
595017104 MICROCHIP TECHNOLOGY AT COST 22,151 24,349
64110L106 NETFLIX COM INC AT COST 21,140 23,370
651639106 NEWMONT MINING CORP AT COST 56,580 56,704
666807102 NORTHROP GRUMMAN COR AT COST 54,981 60,390
67066G104 NVIDIA CORP AT COST 80,159 149,556
674599105 OCCIDENTAL PETROLEUM AT COST 46,079 44,783
759916109 REPLIGEN CORP AT COST 22,600 23,374
80105N105 SANOFI-SYNTHELABO AT COST 41,564 39,784
803607100 SAREPTA THERAPEUTICS AT COST 43,977 37,029
806857108 SCHLUMBERGER LIMITED AT COST 64,244 59,846
82509L107 SHOPIFY INC-A W/I AT COST 19,133 25,707
852234103 SQUARE INC - A AT COST 37,686 44,090
90138F102 TWILIO INC - A AT COST 18,855 21,244
90353T100 UBER TECHNOLOGIES IN AT COST 34,516 43,099
92338C103 VERALTO CORP-W/I AT COST 7,162 6,663
G25508105 CRH ORD AT COST 25,194 31,122
G3223R108 EVEREST RE GRP LTD AT COST 30,551 28,286
G4863A108 INTERNATIONAL GAME T AT COST 50,436 48,242
G7496G103 RENAISSANCERE HLDGS AT COST 33,477 33,908

TY 2023 OtherDecreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
MUTUAL FUND TIMING ADJ 3,192
PY RETURN OF CAPITAL ADJUSTMENT 1,231
ROC ON CY SALES 243


TY 2023 OtherExpensesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 29 29   0


TY 2023 OtherIncreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
ROUNDING 1


TY 2023 TaxesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,067 5,067   0
FEDERAL TAX PAYMENT - PRIOR YE 5,668 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,916 0   0
FOREIGN TAXES ON NONQUALIFIED 793 793   0