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
ARTHUR H SCOTT MEM VOL TRUST -CHITT
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

03-6047004
B Telephone number (see instructions)

(802) 872-6852
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$1,548,886J 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... 39,533 39,044  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,655
b Gross sales price for all assets on line 6a 668,204
7 Capital gain net income (from Part IV, line 2)... 52,655
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........ 92,188 91,699  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,451 13,905   1,545
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)....... Click to see attachment
List of Attached Documents:
// Content
900 0 0 900
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,641 412   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
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,994 14,319 0 2,445
25 Contributions, gifts, grants paid....... 102,416 102,416
26 Total expenses and disbursements. Add lines 24 and 25 120,410 14,319 0 104,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -28,222
b Net investment income (if negative, enter -0-) 77,380
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.............   16,757 16,757
2 Savings and temporary cash investments......... 35,651 5,540 5,540
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)....... 804,975 Click to see attachment
List of Attached Documents:
// Content
722,454 		990,567
c Investments—corporate bonds (attach schedule)....... 499,085 Click to see attachment
List of Attached Documents:
// Content
590,185 		536,022
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,339,711 1,334,936 1,548,886
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,339,711 1,334,936
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,339,711 1,334,936
30 Total liabilities and net assets/fund balances (see instructions). 1,339,711 1,334,936
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,339,711
2
Enter amount from Part I, line 27a .....................
2
-28,222
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
25,100
4
Add lines 1, 2, and 3 ..........................
4
1,336,589
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,653
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,334,936
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 1487.771 INVESCO OPPENHEIMER DEVELOPING MKTS     2023-02-24
b 86. AT&T INC     2023-02-24
c 21. ABBVIE INC     2023-12-28
d 25. ACADIA HEALTHCARE CO INC     2023-12-28
e 4. ADVANCE AUTO PARTS   2019-07-18 2023-02-24
18. AGREE REALTY   2022-05-27 2023-02-24
11. AMGEN INC     2023-12-28
38. APPLIED MATERIALS   2021-12-29 2023-02-24
15. APTARGROUP INC COMMON   2013-09-26 2023-12-28
88. ARCHER DANIELS MIDLAND CO   2022-03-22 2023-02-24
18. ARTISAN PARTNERS ASSET MGMT CL A     2023-02-24
23. ASTRAZENECA PLC SPONSORED ADR     2023-10-18
51. ATLANTIC UNION BANKSHARES CORP   2019-07-18 2023-02-24
3. ATLASSIAN CORPORATION CL A   2021-03-16 2023-02-24
57. BJ'S WHOLESALE CLUB HOLDINGS     2023-12-28
4163.163 BAILLIE GIFFORD INTL ALPHA FD CL K     2023-02-24
3. BIO RAD LABS INC CL A   2019-01-07 2023-12-28
25. BOOZ ALLEN HAMILTON HOLDING CL A     2023-12-28
17. BRIGHT HORIZONS FAMILY SOLUTIONS     2023-02-24
16. AZENTA INC   2021-08-10 2023-02-24
10. BURLINGTON STORES INC     2023-08-18
30. CDW CORP   2022-02-07 2023-12-28
43. CF INDUSTRIES HOLDINGS INC   2022-08-03 2023-02-24
9. CME GROUP INC     2023-02-24
14. CARTER HOLDINGS     2023-02-24
25. CATALENT INC   2016-01-04 2023-12-28
9. CAVCO INDUSTRIES, INC.     2023-08-18
38. CELANESE CORP     2023-02-24
50. CHAMPIONX CORP   2022-04-26 2023-12-28
18. CHEVRONTEXACO CORP   2017-04-11 2023-12-28
43. CISCO SYSTEMS INC   2013-09-26 2023-12-28
55. CITIGROUP INC     2023-02-24
32. COGNEX   2015-09-23 2023-12-28
409.189 COHEN & STEERS INST REALTY SHS   2020-07-07 2023-12-28
54. COLUMBUS MCKINNON CORP     2023-02-24
40. COMFORT SYSTEMS USA INCORPORATED   2021-08-10 2023-12-28
62. COMCAST CORP     2023-02-24
50. CORNING INC     2023-02-24
19. DANAHER CORP     2023-12-28
18. DARDENE RESTAURANTS INC COM     2023-02-24
4. DEXCOM INC   2021-05-26 2023-02-24
27. DIAMONDBACK ENERGY INC     2023-12-28
7. DISNEY WALT CO   2016-02-12 2023-10-18
4438.013 DODGE & COX INCOME FUND     2023-08-18
24. DOLLAR GENERAL CORPORATION     2023-10-18
21. DORMAN PRODUCTS INC     2023-08-18
17. EAGLE MATERIALS INC COM W RIGHTS     2023-12-28
87. EASTERLY GOVERNMENT PROPERTIES REIT     2023-02-24
7. EASTGROUP PROPERTIES INCORPORATED   2022-08-09 2023-02-24
36. ELECTRONIC ARTS INC COM     2023-02-24
139. ELEMENT SOLUTIONS INC     2023-08-18
25. ENTEGRIS INC   2019-07-18 2023-12-28
1. EQUINIX INC REIT   2018-03-15 2023-12-28
90. EQUINOR ASA     2023-08-18
48. EXPEDITORS INTL WASH INC COM   2021-03-29 2023-02-24
18. EXPONENT INC   2013-09-26 2023-08-18
49. FEDERAL SIGNAL CORP     2023-08-18
5. FIDELITY NATL INFORMATION SERVICES   2019-08-22 2023-02-24
14. FIVE BELOW     2023-12-28
163. FREEPORT MCMORAN COPPER & GOLD     2023-02-24
9. GARTNER INC   2013-06-10 2023-12-28
14. GENUINE PARTS CO     2023-12-28
22. GENTHERM INC   2022-02-07 2023-02-24
28. GIBRALTAR INDUSTRIES INC   2020-01-07 2023-02-24
27. GLACIER BANCORP INC NEW   2012-06-12 2023-08-18
25. GLOBUS MEDICAL INC   2020-07-09 2023-12-28
3. W W GRAINGER INC     2023-12-28
11. GRAND CANYON EDUCATION INC   2019-07-18 2023-02-24
1500.901 OAKMARK INTERNATIONAL-INST     2023-02-24
30. HEXCEL CORP     2023-08-18
21. HOLOGIC INC COM   2022-02-01 2023-10-18
5. HUBSPOT INC     2023-08-18
74. HUDSON PACIFIC PROPERTIES     2023-02-24
19. IDACORP INC   2020-07-09 2023-10-18
22. ILLINOIS TOOL WORKS     2023-12-28
48. INGERSOLL-RAND INC   2017-07-03 2023-12-28
28. INGREDION INC     2023-10-18
13. INTEL CORP   2022-03-31 2023-02-24
29. INTEGER HOLDINGS CORPORATION   2020-06-05 2023-02-24
21. INTERNATIONAL BUSINESS MACHINES     2023-02-24
13. INTL FLAVORS & FRAGRANCES     2023-02-24
22. INTRA-CELLULAR THERAPIES INC   2022-08-09 2023-02-24
11. INTUIT INC COM     2023-02-24
3. INTUITIVE SURGICAL INC     2023-02-24
25. KEYSIGHT TECHNOLOGIES INC   2022-08-03 2023-02-24
100. KINDER MORGAN INC     2023-12-28
10. KINSALE CAPITAL GROUP INC     2023-12-28
68. KONTOOR BRANDS INC     2023-02-24
15. KRAFT HEINZ CO   2022-06-15 2023-02-24
60. KRAFT HEINZ CO     2023-02-24
76. KRISPY KREME INC   2022-02-17 2023-02-24
7. LAM RESEARCH   2021-06-07 2023-02-24
66. LAMAR ADVERTISING CO-A REIT     2023-10-18
12. LANCASTER COLONY CORP   2020-01-13 2023-08-18
22. LAUDER ESTEE COMPANIES INC CLASS A     2023-02-24
9. LEAR CORPORATION     2023-02-24
9. LITHIA MOTORS INC CL-A   2016-12-22 2023-12-28
102. MAGNOLIA OIL & GAS CORP CL A     2023-02-24
25. MANHATTAN ASSOCS INC     2023-12-28
24. MANPOWER INC WIS     2023-02-24
36. MARSH & MCLENNAN COS INC.     2023-12-28
43. METLIFE INC     2023-12-28
3. METTLER TOLEDO INTERNATIONAL COM   2022-08-03 2023-10-18
7. MOLINA HEALTHCARE INC.   2020-01-13 2023-12-28
23. MOLSON COORS BEVERAGE COMPANY     2023-02-24
22. MONSTER BEVERAGE CORP     2023-10-18
58. NATL FUEL GAS CO   2022-05-19 2023-02-24
20. NATIONAL STORAGE AFFILIATES REIT   2022-08-09 2023-02-24
32. NETAPP APPLIANCE INC     2023-12-28
3. NETFLIX INC.   2022-06-03 2023-02-24
2. NETFLIX INC.   2021-09-03 2023-02-24
20. NEUROCRINE BIOSCIENCES INC   2019-01-07 2023-12-28
41. NEWMONT MINING CORP     2023-02-24
12. NORDSON CORPORATION     2023-12-28
44. NORDSTROM INC   2021-02-26 2023-02-24
15. NORTHERN TRUST CORP     2023-02-24
30. NUTRIEN LTD     2023-10-18
35. OGE ENERGY CORP     2023-08-18
1323.501 PIMCO HIGH YIELD     2023-08-18
20. PNC BANK CORP     2023-02-24
21. PNC BANK CORP   2022-02-11 2023-02-24
8. PACKAGING CORP OF AMERICA   2021-11-17 2023-02-24
9. PALO ALTO NETWORKS   2017-04-11 2023-12-28
3. PARKER - HANNIFIN CORP.   2020-04-22 2023-12-28
12. PAYLOCITY HOLDING CORP     2023-02-24
10. PAYPAL HOLDINGS INC   2019-01-07 2023-02-24
8. PEPSICO INC     2023-10-18
43. PERFORMANCE FOOD GROUP CO     2023-02-24
23. PHILLIPS 66     2023-12-28
91. PHYSICIANS REALTY TRUST REIT     2023-02-24
34. PINNACLE FINANCIAL PARTNERS     2023-12-28
16. PIPER SANDLER COMPANIES   2021-03-16 2023-10-18
21. POLARIS INC   2017-04-11 2023-08-18
32. PORTLAND GENERAL ELECTRIC CO   2016-02-12 2023-10-18
16. POWER INTEGRATIONS INC     2023-02-24
16. PROPETRO HOLDING CORP   2022-04-26 2023-02-24
34. PROSPERITY BANCSHARES INCORPORATED     2023-02-24
10. QUAKER CHEM CORP   2015-09-23 2023-08-18
29. RB GLOBAL INC     2023-12-28
22. RPM INC, OHIO     2023-12-28
51. RADIAN GROUP INC     2023-02-24
32. RAPID7 INC     2023-12-28
55. RTX CORPORATION     2023-10-18
16. RBC BEARINGS INC     2023-08-18
35. REALTY INCOME CORP     2023-10-18
50. RIO TINTO PLC SPON ADR     2023-02-24
158.521 T ROWE PRICE INTL DISC-I     2023-02-24
4. S&P GLOBAL INC   2019-01-07 2023-12-28
65. SPDR S&P REGIONAL BANKING ETF   2021-03-16 2023-02-24
9. SALESFORCE INC   2020-04-22 2023-10-18
44. SCHNEIDER NATIONAL INC CL B   2017-10-04 2023-02-24
4. SEA LTD SPONS ADR   2022-01-05 2023-02-24
2. SHERWIN-WILLIAMS COMPANY   2022-05-12 2023-02-24
13. SIGNATURE BANK     2023-08-21
14. SILICON LABORATORIES INC   2017-10-04 2023-10-18
31. SNAP ON INC COMMON   2022-03-08 2023-12-28
9. SPLUNK INC     2023-12-28
2. STRYKER CORP   2022-05-11 2023-10-18
186. SUMMIT HOTEL PROPERTIES INC     2023-02-24
16. SUN COMMUNITIES INC (REIT)     2023-12-28
29. SYNEOS HEALTH INC   2021-03-16 2023-02-24
27. TEXAS ROADHOUSE INC-CL A     2023-08-18
26. TORO CO COM   2012-06-12 2023-11-01
4. TRACTOR SUPPLY COMPANY   2021-03-16 2023-10-18
17. UBER TECHNOLOGIES INC   2019-08-22 2023-02-24
2. UIPATH INC CL A   2021-08-16 2023-02-24
7. UNITED PARCEL SERVICE   2020-07-09 2023-12-28
2. UNITY SOFTWARE INC   2022-01-24 2023-02-24
4. VAIL RESORTS INC   2019-04-23 2023-02-24
.3333 VERALTO CORPORATION   2020-06-05 2023-10-13
6. VERALTO CORPORATION     2023-10-18
55. VERIZON COMMUNICATIONS     2023-02-24
38. VERICEL CORPORATION   2022-04-20 2023-02-24
87. VICI PROPERTIES INC     2023-10-18
45. VOYA FINANCIAL, INC.     2023-08-18
153. WELLS FARGO & CO NEW     2023-02-24
80. WELLS FARGO & CO NEW   2022-02-11 2023-02-24
. WELLS FARGO & CO NEW     2023-03-07
39. WESTERN ALLIANCE     2023-08-18
3. WORKDAY INC-A   2021-03-16 2023-02-24
7. ZEBRA TECHNOLOGIES CORP CL A     2023-12-28
18. AON PLC   2019-01-07 2023-12-28
25. ACCENTURE PLC- CL A   2020-04-02 2023-12-28
4. EATON CORP PLC   2021-08-16 2023-02-24
185. GATES INDUSTRIAL CORP PLC     2023-02-24
33. HORIZON THERAPEUTICS PLC     2023-08-18
13. JAZZ PHARMACEUTICALS PLC     2023-08-18
18. MEDTRONIC PLC     2023-02-24
6. APTIV PLC   2020-04-22 2023-10-18
9. STERIS PLC   2013-06-10 2023-12-28
15. ALCON INC     2023-10-18
17. CHUBB LTD   2021-03-16 2023-10-18
7. TE CONNECTIVITY LTD   2019-01-07 2023-10-18
12. GLOBANT SA   2021-10-12 2023-02-24
1. ASML HOLDING N.V. ADR   2021-03-16 2023-10-18
201. ATLAS CORP     2023-03-28
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 54,646   65,609 -10,963
b 1,649   1,666 -17
c 3,262   1,523 1,739
d 1,976   964 1,012
e 556   621 -65
1,293   1,240 53
3,172   1,681 1,491
4,232   6,146 -1,914
1,879   907 972
7,155   7,721 -566
588   522 66
1,531   827 704
1,900   1,800 100
489   711 -222
3,826   1,354 2,472
47,418   56,907 -9,489
972   703 269
3,196   878 2,318
1,332   2,125 -793
697   1,376 -679
1,726   1,393 333
6,845   5,740 1,105
3,680   4,192 -512
1,683   1,620 63
1,047   1,311 -264
1,136   612 524
2,426   872 1,554
4,472   5,999 -1,527
1,502   1,059 443
2,723   1,959 764
2,170   1,038 1,132
2,752   3,457 -705
1,349   558 791
19,211   15,912 3,299
1,964   2,649 -685
8,283   3,090 5,193
2,295   2,308 -13
1,715   2,101 -386
4,430   2,143 2,287
2,606   2,656 -50
439   355 84
4,242   1,938 2,304
602   638 -36
53,922   61,112 -7,190
2,812   3,934 -1,122
1,725   925 800
3,484   1,506 1,978
1,317   1,431 -114
1,144   1,208 -64
3,947   5,092 -1,145
2,695   2,524 171
3,032   943 2,089
810   414 396
2,729   1,605 1,124
5,159   5,219 -60
1,598   320 1,278
2,952   1,653 1,299
325   684 -359
3,005   477 2,528
6,471   6,948 -477
4,046   515 3,531
1,933   1,330 603
1,400   1,954 -554
1,468   1,395 73
825   391 434
1,346   1,134 212
2,483   660 1,823
1,256   1,365 -109
38,063   39,598 -1,535
2,120   1,885 235
1,442   1,477 -35
2,526   1,009 1,517
694   1,874 -1,180
1,830   1,648 182
5,756   3,107 2,649
3,739   1,047 2,692
2,625   2,427 198
326   649 -323
2,142   2,535 -393
2,736   2,727 9
1,220   1,722 -502
1,040   1,261 -221
4,597   6,129 -1,532
695   912 -217
3,944   4,144 -200
1,773   1,242 531
3,346   1,725 1,621
3,022   3,234 -212
593   549 44
2,373   2,484 -111
975   1,061 -86
3,362   4,551 -1,189
5,554   5,870 -316
2,195   1,952 243
5,342   5,639 -297
1,257   1,101 156
2,928   893 2,035
2,227   2,446 -219
5,449   3,184 2,265
2,009   2,306 -297
6,807   3,419 3,388
2,847   1,453 1,394
3,060   4,093 -1,033
2,515   988 1,527
1,237   1,185 52
1,100   747 353
3,369   3,989 -620
827   1,097 -270
2,822   1,749 1,073
947   596 351
632   1,180 -548
2,663   1,627 1,036
1,786   2,486 -700
3,171   749 2,422
845   1,605 -760
1,399   1,520 -121
1,848   1,611 237
1,186   1,070 116
10,059   11,735 -1,676
3,169   3,510 -341
3,327   4,353 -1,026
1,101   1,079 22
2,654   339 2,315
1,379   400 979
2,353   2,481 -128
735   871 -136
1,296   1,030 266
2,527   2,317 210
3,091   1,800 1,291
1,367   1,533 -166
2,977   1,727 1,250
2,265   1,770 495
2,380   1,713 667
1,318   1,221 97
1,314   1,096 218
138   222 -84
2,510   2,386 124
1,657   764 893
1,935   580 1,355
2,470   680 1,790
1,098   1,030 68
1,862   815 1,047
4,082   4,170 -88
3,530   872 2,658
1,770   1,912 -142
3,432   3,653 -221
9,541   10,715 -1,174
1,766   718 1,048
3,993   4,504 -511
1,869   1,399 470
1,231   1,096 135
238   727 -489
442   548 -106
    1,118 -1,118
1,457   1,161 296
8,972   6,440 2,532
1,368   757 611
538   455 83
1,458   2,846 -1,388
2,142   868 1,274
1,103   2,171 -1,068
2,826   1,755 1,071
2,087   471 1,616
823   683 140
567   572 -5
29   119 -90
1,098   798 300
59   219 -160
946   850 96
25   20 5
439   263 176
2,122   2,992 -870
1,159   1,488 -329
2,525   2,318 207
3,156   2,495 661
7,132   7,248 -116
3,729   4,655 -926
19     19
1,866   2,004 -138
547   768 -221
1,918   362 1,556
5,216   2,602 2,614
8,823   3,945 4,878
690   674 16
2,602   2,981 -379
3,421   2,268 1,153
1,794   1,674 120
1,501   1,523 -22
560   364 196
2,005   405 1,600
1,101   954 147
3,696   2,930 766
857   531 326
1,965   3,318 -1,353
578   551 27
3,116   1,995 1,121
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
      3,381
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       -10,963
b       -17
c       1,739
d       1,012
e       -65
      53
      1,491
      -1,914
      972
      -566
      66
      704
      100
      -222
      2,472
      -9,489
      269
      2,318
      -793
      -679
      333
      1,105
      -512
      63
      -264
      524
      1,554
      -1,527
      443
      764
      1,132
      -705
      791
      3,299
      -685
      5,193
      -13
      -386
      2,287
      -50
      84
      2,304
      -36
      -7,190
      -1,122
      800
      1,978
      -114
      -64
      -1,145
      171
      2,089
      396
      1,124
      -60
      1,278
      1,299
      -359
      2,528
      -477
      3,531
      603
      -554
      73
      434
      212
      1,823
      -109
      -1,535
      235
      -35
      1,517
      -1,180
      182
      2,649
      2,692
      198
      -323
      -393
      9
      -502
      -221
      -1,532
      -217
      -200
      531
      1,621
      -212
      44
      -111
      -86
      -1,189
      -316
      243
      -297
      156
      2,035
      -219
      2,265
      -297
      3,388
      1,394
      -1,033
      1,527
      52
      353
      -620
      -270
      1,073
      351
      -548
      1,036
      -700
      2,422
      -760
      -121
      237
      116
      -1,676
      -341
      -1,026
      22
      2,315
      979
      -128
      -136
      266
      210
      1,291
      -166
      1,250
      495
      667
      97
      218
      -84
      124
      893
      1,355
      1,790
      68
      1,047
      -88
      2,658
      -142
      -221
      -1,174
      1,048
      -511
      470
      135
      -489
      -106
      -1,118
      296
      2,532
      611
      83
      -1,388
      1,274
      -1,068
      1,071
      1,616
      140
      -5
      -90
      300
      -160
      96
      5
      176
      -870
      -329
      207
      661
      -116
      -926
      19
      -138
      -221
      1,556
      2,614
      4,878
      16
      -379
      1,153
      120
      -22
      196
      1,600
      147
      766
      326
      -1,353
      27
      1,121
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 52,655
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 1,076
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 1,076
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 1,076
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,204
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,204
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 128
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow128 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 arrowVT
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 arrowM & T BANK Telephone no.right arrow (802) 660-1494

Located atright arrow1100 NORTH MARKET STREETWILMINGTONDE ZIP+4right arrow198900001
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)
Yes
 
(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
 
No
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
M & T TRUST COMPANY TRUSTEE
0 		15,451    
1100 NORTH MARKET STREET
WILMINGTON,DE198900001
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,457,951
b
Average of monthly cash balances.......................
1b
54,918
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,512,869
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,512,869
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,693
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,490,176
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
74,509
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
74,509
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,076
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,076
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
73,433
4
Recoveries of amounts treated as qualifying distributions................
4
24,134
5
Add lines 3 and 4............................
5
97,567
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
97,567
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
104,861
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
104,861
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 97,567
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 6,802
d From 2021...... 42,642
e From 2022...... 0
f Total of lines 3a through e ........ 49,444
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 104,861
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 97,567
e Remaining amount distributed out of corpus 7,294
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 56,738
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		56,738
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 6,802
c Excess from 2021.... 42,642
d Excess from 2022.... 0
e Excess from 2023.... 7,294
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).)
NA
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.
NA
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

GENEVA COLLEGE

3200 COLLEGE AVE
BEAVER FALLS,PA15010 		NONE PC SCHOLARSHIP 15,058

ART INSTITUTE OF CHICAGO

36 S WABASH AVE STE 1200
CHICAGO,IL60603 		NONE PC SCHOLARSHIP 15,058

VERMONT STATE UNIVERSITY

337 COLLEGE HILL ROAD
JOHNSON,VT05656 		NONE PC SCHOLARSHIP 45,175

UNIVERSITY OF VERMONT

570 MAIN STREET
Burlington,VT05405 		NONE PC SCHOLARSHIP 15,058

HARVARD UNIVERSITY

1350 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NONE PC SCHOLARSHIP 12,067
Total .................................right arrow 3a 102,416
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 39,533  
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 52,655  
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) ..   92,188  
13Total. Add line 12, columns (b), (d), and (e)..................
13
92,188
(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 AccountingFeesSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900     900

TY 2023 InvestmentsCorpBondsSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Name of Bond End of Year Book Value End of Year Fair Market Value
DODGE AND COX INCOME FUND    
JP MORGAN CORE BOND FUND    
PIMCO INVESTMENT GRADE    
PIMCO TOTAL RETURN FUND    
PIMCO HIGH YIELD FUND    
COHEN & STEERS INSTITUTIONAL R    
24524282 AMERICAN BEACON SIM H 45,000 46,602
4812C0159 JPMORGAN MTG-BACKED 30,000 30,633
4812C0381 JP MORGAN CORE BOND 157,547 138,029
592905509 METWEST TOTAL RETURN 30,000 30,532
693390700 PIMCO TOTAL RETURN C 160,543 134,330
722005816 PIMCO INVESTMENT GRA 92,095 79,065
97181C811 WILMINGTON BROAD MAR 75,000 76,831

TY 2023 InvestmentsCorpStockSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC    
ALCON INC    
AON PLC    
APTIV PLC    
ASML HOLDING N.V    
ASTRAZENECA GROUP PLC SPONSORE    
ATLAS CORP    
CHUBB LTD    
EATON CORP PLC    
EQUINOR ASA SPONSORED    
GATES INDUSTRIAL CORP PLC    
GLOBANT SA    
HORIZON THERAPEUTICS PLC    
JAZZ PHARMACEUTICALSPLC    
MEDTRONIC PLC    
NUTRIEN LTD    
RIO TINTO PLC SPONSORED ADR    
RITCHIE BROS AUCTIONEERS    
SEA LTD SPONSORED    
STERIS PLC    
TE CONNECTIVITY LIMITED    
T. ROWE PRICE INTERNATIONAL DI    
BAILLIE GIFFORD INTERNATIONAL    
ISHARES CORE MSCI EAFE ETF    
ISHARES MSCI EAFE VALUE ETF    
OAKMARK INTERNATIONAL FUND    
INVESCO OPPENHEIMER DEVELOPING    
ALPHABET INC CL A    
ALPHABET INC CL C    
AT&T INC    
COMCAST CORP    
ELECTRONICS ARTS COM    
META PLATFORMS, INC-A    
NETFLIX INC.    
VERIZON COMMUNICATIONS COM    
ADVANCE AUTO PARTS    
AMAZON.COM INC    
BJ'S WHOLESALE CLUB HOLDINGS    
BURLINGTON STORES INC    
CARTER HOLDINGS    
CDW CORP    
DARDEN RESTAURANTS INC COM    
DOLLAR GENERAL CORPORATION    
DORMAN PRODUCTS INCORPORATED    
FEDERAL SIGNAL CORP    
FIVE BELOW    
GENTHERM INC    
GENUINE PARTS INC    
GRAND CANYON EDUCATION INC    
HOME DEPOT INC COM    
KONTOOR BRANDS INC    
LEAR CORPORATION    
LITHIA MOTORS INC CL-A    
MARRIOTT INTERNATIONAL INC    
NIKE INC CL B    
NORDSTROM INC COM    
O'REILLY AUTOMOTIVE    
POLARIS INC    
SNAP ON INC COMMON    
TEXAS ROADHOUSE INC    
TRACTOR SUPPLY COMPANY    
VAIL RESORTS INC    
WALT DISNEY CO    
ARCHER DANIELS MIDLAND CO COM    
COMFORT SYSTEMS USA INCORPORAT    
COSTCO WHOLESALE CORP COM    
ESTEE LAUDER COMPANIES INC    
INGREDION INC    
KRAFT HEINZ CO    
KRISPY KREME INC    
LANCASTER COLONY CORPORATION    
MOLSON COORS BEVERAGE COMPANY    
MONSTER BEVERAGE CORP    
PEPSICO INC COM    
PERFORMANCE FOOD GROUP CO    
TORO CO COM    
CHEVRON CORP    
CONOCOPHILLIPS    
DIAMONDBACK ENERGY INC    
HALLIBURTON HLDG CO COM    
KINDER MORGAN INCORPORATED    
MAGNOLIA OIL & GAS CORP CL A    
PHILLIPS 66    
PROPETRO HOLDING CORP    
AMERICAN INTERNATIONAL GROUP    
AMERIPRISE FINANCIAL INC    
ARTISAN PARTNERS ASSET MGMT CL    
ATLANTIC UNION BANKSHARES CORP    
BERKSHIRE HATHAWAY INC    
CITIGROUP INC    
CME GROUP INC    
GLACIER BANCORP INC NEW    
KINSALE CAPITAL GROUP INC    
MARSH & MCLENNAN COS INC COM    
METLIFE INCORPORATED    
MSCI INC    
NORTHERN TRUST CORP    
PINNACLE FINANCIAL PARTNERS    
PIPER SANDLER COMPANIES    
PNC FINANCIAL SERVICES GROUP I    
PROGRESSIVE CORP COM    
PROSPERITY BANCSHARES INCORPOR    
RADIAN GROUP INCORPORATED    
S&P GLOBAL INC    
SIGNATURE BANK    
VO YA FINANCIAL, INC.    
WELLS FARGO & CO    
WESTERN ALLIANCE    
ABBVIE INC    
ACADIA HEALTHCARE CO INC    
AMGEN INC COM    
BIO RAD LABORATORIES INC    
CARDINAL HEALTH INC OM    
CATALENT INC    
DANAHER CORP COM    
DEXCOM INC    
GLOBUS MEDICAL INC    
HOLOGIC INC COM    
INTEGER HOLDINGS CORPORATION    
INTRA-CELLULAR THERAPIES INC    
INTUITIVE SURGICAL INC    
JOHNSON & JOHNSON    
MCKESSON CORPORATION COM    
MERCK & COMPANY INC    
MOLINA HEALTHCARE INC    
NEUROCRINE BIOSCIENCES INC    
STRYKER CORP COM    
SYNEOS HEALTH INC    
THERMO FISHER SCIENTIFIC INC    
UNITEDHEALTH GROUP INC    
VERICEL CORPORATION    
ZOETIS INC    
AVERY DENNISON CORP COM    
BOOZ ALLEN HAMILTON HOLDING CL    
BRIGHT HORIZONS FAMILY SOLUTIO    
CAVCO INDUSTRIES, INC    
CHAMPIONX CORP    
CINTAS CORP COM    
COGNEX CORP COM    
COLUMBUS MCKINNON CORP    
DOVER CORP COMMON    
EXPEDITORS INTL WASH INC COM    
EXPONENT INC    
FASTENAL CO    
HEXCEL CORP    
ILLINOIS TOOL WKS INC COM    
INGERSOLL-RAND INC    
KEYSIGHT TECHNOLOGIES INC    
MANPOWER INC WIS    
METTLER TOLEDO INTERNATIONAL C    
NORDSON CORPORATION    
PALO ALTO NETWORKS    
PARKER HANNIFIN CORP    
PAYLOCITY HOLDING CORP    
RAPID7 INC    
RAYTHEON TECHNOLOGIES CORP    
RBC BEARINGS INC    
SCHNEIDER NATIONAL INC CL B    
UNION PACIFIC CORP COM    
UNITED PARCEL SERVICE CL B    
UNITY SOFTWARE INC    
W W GRAINGER INC COM    
WORKDAY INC-A    
ADOBE INC    
APPLE INC    
APPLIED MATERIALS INC COM    
ATLASSIAN CORPORATION CL A    
AZENTA INC    
CISCO SYSTEMS INC    
CORNING INC    
ENTEGRIS INC    
FIDELITY NATIONAL INFORMATION    
GARTNER INC    
HUBSPOT INC    
INTERNATIONAL BUSINESS MACHINE    
INTEL CORP COM    
INTUIT INC COM    
LAM RESEARCH CORP COMMON    
MANHATTAN ASSOCS INC    
MICROSOFT CORP    
NETAPP APPLIANCE INC    
NVIDIA CORP COM    
PAYPAL HOLDINGS INC    
POWER INTEGRATIONS INC    
SALESFORCE INC    
SILICON LABORATORIES INCORPORA    
SPLUNK INC    
TEXAS INSTRUMENTS INC    
UBER TECHNOLOGIES INC    
UIPATH INC CL A    
VISA INCORPORATED    
ZEBRA TECHNOLOGIES CORP CL A    
APTARGROUP INC COMMON    
CELANESE CORPORATION    
CF INDUSTRIES HOLDINGS INC    
EAGLE MATERIALS INC COM    
ELEMENT SOLUTIONS INC    
FREEPORT-MCMORAN INC    
GIBRALTAR INDUSTRIES INC    
INTL FLAVORS & FRAGRANCES INC    
NEWMONT CORPORATION    
PACKAGING CORP OF AMER COM    
QUAKER CHEM CORP    
RPM INTERNATIONAL INC COMMON    
SHERWIN WILLIAMS CO COM    
AGREE REALTY CORP    
EASTERLY GOVERNMENT PROPERTIES    
EASTGROUP PROPERTIES INCORPORA    
EQUINIX INC    
HUDSON PACIFIC PROPERTIES    
LAMAR ADVERTISING CO-A    
NATIONAL STORAGE AFFILIATES    
PHYSICIANS REALTY TRUST    
REALTY INCOME CORP    
SUMMIT HOTEL PROPERTIES INC    
SUN COMMUNITIES INC    
VICI PROPERTIES INC    
IDACORP INC    
NATIONAL FUEL GAS CO COMMON    
NEXTERA ENERGY INCORPORATED    
OGE ENERGY CORP COM    
PORTLAND GENERAL ELECTRIC    
SPDR S&P REGIONAL BANKING ETF    
00143W859 INVESCO OPPENHEIMER 31,224 37,438
00171A852 AMG RIVER RD SM-CAP 35,000 36,013
00724F101 ADOBE INC 5,196 12,529
02079K107 ALPHABET INC CL C 281 2,819
02079K305 ALPHABET INC CL A 1,683 16,763
03076C106 AMERIPRISE FINANCIAL 4,735 7,976
14149Y108 CARDINAL HEALTH INC 2,884 5,645
172908105 CINTAS CORP COM 6,844 9,643
20825C104 CONOCOPHILLIPS 9,008 17,178
22160K105 COSTCO WHOLESALE COR 3,455 13,862
23135106 AMAZON.COM INC 1,527 6,078
235851102 DANAHER CORP COM    
260003108 DOVER CORP COMMON 5,836 7,229
26874784 AMERICAN INTERNATIONA 4,270 5,488
26969P108 EAGLE MATERIALS INC    
30303M102 META PLATFORMS, INC- 1,915 4,955
311900104 FASTENAL CO 5,440 8,420
372460105 GENUINE PARTS INC    
37833100 APPLE INC 5,647 32,153
406216101 HALLIBURTON HLDG CO 6,660 8,676
437076102 HOME DEPOT INC COM 1,532 10,397
452308109 ILLINOIS TOOL WKS IN    
461418444 WCM FOCUSED INT'L GR 30,000 32,874
464287598 ISHARES RUSSELL 1000 15,687 16,525
464287614 ISHARES RUSSELL 1000 16,029 18,190
464287630 ISHARES RUSSELL 2000 23,757 23,300
464288877 ISHARES MSCI EAFE VA 16,668 19,746
46432F339 ISHARES MSCI USA QUA 30,237 33,107
46432F388 ISHARES MSCI USA VAL 15,284 16,691
46432F842 ISHARES CORE MSCI EA 69,131 79,284
46434G103 ISHARES CORE MSCI EM 8,407 8,852
478160104 JOHNSON & JOHNSON 3,430 5,016
53611109 AVERY DENNISON CORP C 2,463 5,458
55354G100 MSCI INC - CL A 2,664 6,222
56823396 BAILLIE GIFFORD EMERG 15,000 15,000
571903202 MARRIOTT INTL INC CL 7,181 9,922
58155Q103 MCKESSON CORPORATION 5,707 13,889
58933Y105 MERCK & CO INC 11,791 15,263
594918104 MICROSOFT CORP 3,163 31,963
65339F101 NEXTERA ENERGY INC 3,455 6,499
654106103 NIKE INC CL B 4,606 5,211
655663102 NORDSON CORPORATION    
67066G104 NVIDIA CORP COM 4,644 21,294
67103H107 O'REILLY AUTOMOTIVE 5,369 10,451
743315103 PROGRESSIVE CORP COM 5,674 10,672
84670702 BERKSHIRE HATHAWAY IN 6,970 12,483
866674104 SUN COMMUNITIES INC    
882508104 TEXAS INSTRUMENTS IN 5,996 8,693
883556102 THERMO FISHER SCIENT 2,068 11,677
907818108 UNION PACIFIC CORP C 5,778 10,316
91324P102 UNITEDHEALTH GROUP I 3,760 14,741
92826C839 VISA INC 4,717 16,142
92828N593 VIRTUS KAR SMALL-CAP 30,000 30,264
97181C415 WILMINGTON LARGE-CAP 90,000 89,674
97181C431 WILMINGTON REAL ASSE 45,000 45,514
97181C787 WILMINGTON INTERNATI 90,000 92,109
98978V103 ZOETIS INC 4,681 10,263

TY 2023 OtherDecreasesSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Description Amount
2023 TRANSACTION POSTED IN 2024 1,381
2023 RETURN OF CAPITAL ADJUSTMENT 272


TY 2023 OtherExpensesSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2023 OtherIncreasesSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Description Amount
2022 TRANSACTION POSTED IN 2023 951
ADJUSTMENT TO INCOME 14
RECOVERY OF PRIOR YEAR GRANTS 24,134
ROUNDING 1


TY 2023 TaxesSchedule
Name:
ARTHUR H SCOTT MEM VOL TRUST -CHITT
EIN:
03-6047004
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 81 81   0
FEDERAL ESTIMATES - PRINCIPAL 602 0   0
2022 FEDERAL EXTENSION 627 0   0
FOREIGN TAXES ON QUALIFIED FOR 284 284   0
FOREIGN TAXES ON NONQUALIFIED 47 47   0