TY 2024 Form 990PF

(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	8. ABBVIE INC		2020-04-14	2024-01-25
b	15. AMERICAN WATER WORKS CO INC		2016-02-08	2024-01-25
c	13. MERCK & CO INC		2020-09-24	2024-01-25
d	2. MERCK & CO INC		2020-09-24	2024-01-25
e	1. BUNGE GLOBAL SA SEDOL BQ6BPG9		2021-02-23	2024-01-25
	12. BUNGE GLOBAL SA SEDOL BQ6BPG9		2021-02-22	2024-01-25
	13. BUNGE GLOBAL SA SEDOL BQ6BPG9		2021-02-22	2024-01-26
	5. BUNGE GLOBAL SA SEDOL BQ6BPG9		2021-02-22	2024-01-29
	8. ABBVIE INC		2020-04-14	2024-02-29
	2. ELI LILLY & CO		2018-07-16	2024-02-29
	11. MERCK & CO INC		2020-09-24	2024-02-29
	22. ZOETIS INC		2022-02-09	2024-02-29
	1. BANK OF AMERICA XXX-XX-XXXX		2001-01-01	2024-03-20
	11. DEERE & CO		2021-01-13	2024-04-01
	92. INTERPUBLIC GROUP COMPANIES INC		2020-11-20	2024-04-01
	49. COMCAST CORPORATION CL A		2011-10-12	2024-08-15
	13. COMCAST CORPORATION CL A		2011-10-12	2024-08-15
	23. COMCAST CORPORATION CL A		2011-10-12	2024-08-15
	2. ELI LILLY & CO		2018-07-16	2024-08-15
	11. TJX COMPANIES INC NEW		2023-02-09	2024-08-15
	6. ABBOTT LABORATORIES INC		2021-07-29	2024-08-20
	4. ABBVIE INC		2020-04-14	2024-08-20
	1. AIR PRODUCTS & CHEMICALS INC		2022-10-26	2024-08-20
	11. ALPHABET INC/CA-CL A		2023-10-03	2024-08-20
	6. ALPHABET INC/CA-CL A		2009-01-27	2024-08-20
	17. AMAZON COM INC		2018-02-02	2024-08-20
	18. APPLE INC		2006-08-21	2024-08-20
	4. ATMOS ENERGY CORP		2024-01-26	2024-08-20
	1. AUTOZONE INC		2018-10-11	2024-08-20
	21. BANK OF AMERICA CORP		2023-11-28	2024-08-20
	4. BLACKSTONE INC		2021-11-22	2024-08-20
	10. BOSTON SCIENTIFIC CORP		2023-09-07	2024-08-20
	14. BROADCOM INC		2019-02-08	2024-08-20
	2. CDW CORP/DE		2019-07-16	2024-08-20
	24. CSX CORP		2024-04-01	2024-08-20
	2. CADENCE DESIGN SYSTEMS INC		2023-03-14	2024-08-20
	4. CELANESE CORP		2023-04-13	2024-08-20
	4. CHEVRON CORPORATION		2022-03-03	2024-08-20
	1. CINTAS CORP		2019-04-25	2024-08-20
	1. COSTCO WHOLESALE CORP		2018-07-27	2024-08-20
	4. DISNEY WALT CO		2024-04-01	2024-08-20
	10. EXXON MOBIL CORP		2021-02-19	2024-08-20
	5. META PLATFORMS INC		2023-10-03	2024-08-20
	10. FOX CORP - CLASS A - W/I		2022-04-21	2024-08-20
	3. HOME DEPOT INC		2012-01-09	2024-08-20
	3. HONEYWELL INTL INC		2023-11-28	2024-08-20
	1. HUBBELL INC		2024-02-29	2024-08-20
	3. ILLINOIS TOOL WORKS INC		2024-04-01	2024-08-20
	6. JPMORGAN CHASE & CO		2009-04-29	2024-08-20
	1. LAM RESEARCH CORP EXCH 10/03/2024		2020-03-05	2024-08-20
	2. ELI LILLY & CO		2018-07-16	2024-08-20
	2. MARRIOTT INTERNATIONAL INC CL A		2024-01-25	2024-08-20
	3. MASTERCARD INC CL A		2021-11-22	2024-08-20
	1. MCDONALD'S CORP		2022-11-22	2024-08-20
	6. MERCK & CO INC		2020-09-24	2024-08-20
	12. MICROSOFT CORP		2009-05-28	2024-08-20
	6. MORGAN STANLEY		2020-01-27	2024-08-20
	2. MOTOROLA SOLUTIONS INC		2019-12-04	2024-08-20
	9. NVIDIA CORP		2024-08-15	2024-08-20
	4. PEPSICO INC		2023-09-06	2024-08-20
	7. PHILIP MORRIS INTERNAT-W/I		2021-06-14	2024-08-20
	4. PROCTER & GAMBLE CO		2018-10-25	2024-08-20
	3. QUANTA SVCS INC		2020-09-03	2024-08-20
	1. S&P GLOBAL INC		2016-05-20	2024-08-20
	15. SCHLUMBERGER LTD SEDOL 2779201		2021-05-25	2024-08-20
	2. SERVICE NOW INC		2023-06-02	2024-08-20
	2. STRYKER CORP		2019-08-08	2024-08-20
	4. TJX COMPANIES INC NEW		2023-02-09	2024-08-20
	5. TAIWAN SEMICONDUCTOR MTG CO ADR		2020-12-09	2024-08-20
	2. UNITEDHEALTH GROUP INC		2016-10-27	2024-08-20
	3. VISA INC CLASS A SHARES		2013-02-08	2024-08-20
	4. WEC ENERGY GROUP INC		2009-05-28	2024-08-20
	2. ACCENTURE PLC CLASS A SEDOL B4BNMY3		2019-05-13	2024-08-20
	3. CHUBB LTD SEDOL B3BQMF6		2023-05-16	2024-08-20
	5195.014 LSV SMALL CAP FUND-INST		2023-07-17	2024-08-30
	378.034 PZENA EMERG MKTS VALUE-INST		2023-07-17	2024-08-30
	560.118 ARTISAN INTERNATIONAL INSTITUTIONAL FUND 662		2009-12-17	2024-08-30
	4.473 ARTISAN INTERNATIONAL INSTITUTIONAL FUND 662		2023-12-07	2024-08-30
	5362.923 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332		2009-12-01	2024-08-30
	8.663 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332		2023-12-20	2024-08-30
	94.914 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS		2023-07-17	2024-08-30
	23.136 HARBOR CAPITAL APPRECIA-RET		2012-12-17	2024-08-30
	455. ISHARES CORE S&P 500 ETF		2023-07-17	2024-08-30
	2375. ISHARES MSCI EAFE VALUE ETF		2023-07-17	2024-08-30
	1308. ISHARES MSCI EAFE GROWTH ETF		2023-07-17	2024-08-30
	1524. ISHARES MSCI USA QUALITY FACTOR ETF		2023-07-17	2024-08-30
	24. ISHARES MSCI INTL QUALITY FACTOR ETF		2023-07-17	2024-08-30
	289.493 MFS VALUE FUND-R6		2012-03-22	2024-08-30
	19.539 MFS VALUE FUND-R6		2023-12-15	2024-08-30
	10744.764 NUANCE MID CAP VALUE-Z		2023-07-17	2024-08-30
	10685.294 SPYGLASS GROWTH FUND-INST		2023-07-17	2024-08-30
	488.747 PIMCO COMMODITY REAL RETURN STRATEGY FUND INSTITUTIONAL CL		2011-12-28	2024-08-30
	482.23 TOUCHSTONE SANDS EM GR-R6		2023-07-17	2024-08-30
	639.482 TOUCHSTONE MID CAP-R6		2023-07-17	2024-08-30
	13256.805 TRANSAMERICA SM CAP GROW-I2		2023-07-17	2024-08-30
	3054.533 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705		2023-07-17	2024-08-30
	16.121 VANECK GLOBAL RESOURCES FUND CLASS I FD 408		2012-12-21	2024-08-30
	24976.254 WASATCH INTL OPPORTUNIT-INST		2023-07-17	2024-08-30
	1036.21 ALLSPRING CORE BOND FUND		2009-05-28	2024-08-30
	40952.779 WESTERN ASSET CORE PLUS BOND FUND CLASS IS		2021-04-06	2024-08-30
	8. AIR PRODUCTS & CHEMICALS INC		2022-10-26	2024-09-23
	33. FOX CORP - CLASS A - W/I		2022-04-21	2024-09-23
	31. SCHLUMBERGER LTD SEDOL 2779201		2021-05-25	2024-09-23
	24. CSX CORP		2024-04-01	2024-10-29
	72. CSX CORP		2023-07-07	2024-10-29
	43. CSX CORP		2023-07-07	2024-10-29
	23. CSX CORP		2023-11-28	2024-10-29
	35. CSX CORP		2023-07-07	2024-10-29
	7. CINTAS CORP		2019-04-25	2024-10-29
	24. CELANESE CORP		2023-04-12	2024-11-06
	2. CELANESE CORP		2023-04-12	2024-11-06
	65. SCHLUMBERGER LTD SEDOL 2779201		2021-05-25	2024-11-06
	8. ABBVIE INC		2020-04-14	2024-11-22
	21. BOSTON SCIENTIFIC CORP		2023-09-07	2024-11-22
	14. BROADCOM INC		2019-02-08	2024-11-22
	19. CDW CORP/DE		2019-07-11	2024-11-22
	2. ELI LILLY & CO		2018-07-16	2024-11-22
	4. STRYKER CORP		2019-08-08	2024-11-22
	11. APPLE INC		2006-08-21	2024-11-25
	6. MICROSOFT CORP		2009-05-28	2024-11-25
	2. SERVICE NOW INC		2023-06-02	2024-11-25
	12. TAIWAN SEMICONDUCTOR MTG CO ADR		2020-12-09	2024-11-25
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,311	657	654
b	1,842	955	887
c	1,553	1,027	526
d	239	158	81
e	89	77	12
	1,061	928	133
	1,148	1,000	148
	444	384	60
	1,411	657	754
	1,497	179	1,318
	1,402	869	533
	4,380	4,241	139
	45		45
	4,458	3,325	1,133
	2,989	1,993	996
	1,917	580	1,337
	510	154	356
	901	272	629
	1,857	179	1,678
	1,219	893	326
	669	729	-60
	784	328	456
	275	253	22
	1,842	1,462	380
	1,004	50	954
	3,029	1,243	1,786
	4,070	43	4,027
	519	457	62
	3,182	778	2,404
	816	620	196
	535	568	-33
	785	553	232
	2,316	381	1,935
	441	230	211
	806	883	-77
	562	405	157
	518	441	77
	581	622	-41
	773	215	558
	876	220	656
	358	485	-127
	1,160	523	637
	2,642	1,515	1,127
	399	393	6
	1,091	130	961
	595	582	13
	371	380	-9
	726	803	-77
	1,293	206	1,087
	862	302	560
	1,909	179	1,730
	447	487	-40
	1,405	981	424
	290	275	15
	690	474	216
	5,075	244	4,831
	608	319	289
	850	331	519
	1,148	1,101	47
	698	698
	832	699	133
	678	356	322
	797	155	642
	497	108	389
	665	471	194
	1,675	1,102	573
	685	434	251
	451	325	126
	855	527	328
	1,166	284	882
	801	118	683
	363	76	287
	657	342	315
	821	607	214
	102,082	89,614	12,468
	4,922	4,741	181
	17,347	11,911	5,436
	139	116	23
	45,102	50,316	-5,214
	73	72	1
	1,213	1,190	23
	2,704	981	1,723
	255,894	205,535	50,359
	134,778	118,286	16,492
	140,309	126,207	14,102
	268,846	209,360	59,486
	988	866	122
	15,688	7,297	8,391
	1,059	913	146
	144,410	134,417	9,993
	172,247	134,421	37,826
	6,310	19,214	-12,904
	7,354	6,819	535
	36,508	31,667	4,841
	90,942	89,616	1,326
	101,472	89,620	11,852
	694	721	-27
	81,173	74,679	6,494
	11,647	12,631	-984
	387,004	405,610	-18,606
	2,322	2,023	299
	1,338	1,296	42
	1,330	974	356
	801	883	-82
	2,404	2,413	-9
	1,440	1,441	-1
	772	737	35
	1,175	1,173	2
	1,461	375	1,086
	2,215	2,632	-417
	185	219	-34
	2,757	2,041	716
	1,402	657	745
	1,890	1,154	736
	2,300	381	1,919
	3,394	2,163	1,231
	1,498	179	1,319
	1,539	868	671
	2,545	26	2,519
	2,499	122	2,377
	2,122	1,097	1,025
	2,216	1,265	951
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309
			50,309

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			654
b			887
c			526
d			81
e			12
			133
			148
			60
			754
			1,318
			533
			139
			45
			1,133
			996
			1,337
			356
			629
			1,678
			326
			-60
			456
			22
			380
			954
			1,786
			4,027
			62
			2,404
			196
			-33
			232
			1,935
			211
			-77
			157
			77
			-41
			558
			656
			-127
			637
			1,127
			6
			961
			13
			-9
			-77
			1,087
			560
			1,730
			-40
			424
			15
			216
			4,831
			289
			519
			47

			133
			322
			642
			389
			194
			573
			251
			126
			328
			882
			683
			287
			315
			214
			12,468
			181
			5,436
			23
			-5,214
			1
			23
			1,723
			50,359
			16,492
			14,102
			59,486
			122
			8,391
			146
			9,993
			37,826
			-12,904
			535
			4,841
			1,326
			11,852
			-27
			6,494
			-984
			-18,606
			299
			42
			356
			-82
			-9
			-1
			35
			2
			1,086
			-417
			-34
			716
			745
			736
			1,919
			1,231
			1,319
			671
			2,519
			2,377
			1,025
			951

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	313,075
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 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,998
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	5,998
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,998
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	13,765
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	13,765
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	7,767
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax3,000	Refunded	11	4,767

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PNC BANK N A	TRUSTEE 14	65,704
500 FIRST AVE P7-PFSC-03-Z PITTSBURGH,PA15219

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

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

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					341,792
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				297,050
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 310,191
a Applied to 2023, but not more than line 2a				297,050
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 2024 distributable amount.....					13,141
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					328,651
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 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

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:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY,MA02181	NONE	PC	SCHOLARSHIPS	1,000
CASE WESTERN RESERVE UNIVERSITY 11000 CEDAR AVENUE CLEVELAND,OH44106	NONE	PC	SCHOLARSHIPS & BOOKS FOR	296,050
Total ................................. 3a	297,050

Line No.	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.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

(a) Name of organization	(b) Type of organization	(c) Description of relationship

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	174,503		173,327
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		313,075
b	Gross sales price for all assets on line 6a 2,209,035
7	Capital gain net income (from Part IV, line 2)...			313,075
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........	487,578		486,402
13	Compensation of officers, directors, trustees, etc.	65,704		52,563		13,141
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)...	List of Attached Documents: // Content	25,669	2,301		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	91,373		54,864	0	13,141
25	Contributions, gifts, grants paid.......	297,050				297,050
26	Total expenses and disbursements. Add lines 24 and 25	388,423		54,864	0	310,191
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	99,155
b	Net investment income (if negative, enter -0-)			431,538
c	Adjusted net income (if negative, enter -0-)...				0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	235,221	263,693	263,693
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	196,981	List of Attached Documents: // Content 204,743	453,410
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,942,404	List of Attached Documents: // Content 6,004,418	6,427,872
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,374,606	6,472,854	7,144,975
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	6,374,606	6,472,854
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	6,374,606	6,472,854
	30	Total liabilities and net assets/fund balances (see instructions).	6,374,606	6,472,854

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

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	(e) Related or exempt function income (See instructions.)
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	174,503
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	313,075
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) ..				487,578

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.


(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...................				0

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY,MA02181	NONE	PC	SCHOLARSHIPS	1,000
CASE WESTERN RESERVE UNIVERSITY 11000 CEDAR AVENUE CLEVELAND,OH44106	NONE	PC	SCHOLARSHIPS & BOOKS FOR	296,050
Total ................................. 3a				297,050

bApproved for future payment

Total ................................. 3b

Name of Stock	End of Year Book Value	End of Year Fair Market Value
172908105 CINTAS CORP	1,768	6,029
437076102 HOME DEPOT INC	864	7,780
460690100 INTERPUBLIC GROUP CO
512807108 LAM RESEARCH CORP
532457108 ELI LILLY & CO	1,160	10,036
594918104 MICROSOFT CORP	1,690	34,985
617446448 MORGAN STANLEY	2,286	5,406
620076307 MOTOROLA SOLUTIONS I	1,819	5,085
742718109 PROCTER & GAMBLE CO	2,738	5,197
863667101 STRYKER CORP	2,388	3,961
874039100 TAIWAN SEMICONDUCTOR	2,347	4,542
879360105 TELEDYNE TECHNOLOGIE	2,397	3,249
74762E102 QUANTA SVCS INC	1,035	6,321
00287Y109 ABBVIE INC	2,052	4,443
02079K305 ALPHABET INC/CA-CL A	1,076	24,609
09247X101 BLACKROCK INC
11135F101 BROADCOM INC	2,233	19,011
12514G108 CDW CORP/DE
20030N101 COMCAST CORPORATION
22160K105 COSTCO WHOLESALE COR	1,977	8,246
30303M102 META PLATFORMS INC	4,298	18,736
46625H100 JPMORGAN CHASE & CO	1,545	10,787
58933Y105 MERCK & CO INC	4,188	5,272
78409V104 S&P GLOBAL INC	1,191	5,478
91324P102 UNITEDHEALTH GROUP I	2,558	9,105
92826C839 VISA INC CLASS A SHA	945	7,585
92939U106 WEC ENERGY GROUP INC	533	2,633
G1151C101 ACCENTURE PLC CLASS	2,394	4,925
002824100 ABBOTT LABORATORIES	5,889	5,656
023135106 AMAZON COM INC	8,044	24,133
030420103 AMERICAN WATER WORKS
037833100 APPLE INC	332	34,558
053332102 AUTOZONE INC	778	3,202
060505104 BANK OF AMERICA CORP	4,732	7,296
09260D107 BLACKSTONE INC	4,731	5,690
244199105 DEERE & CO
30231G102 EXXON MOBIL CORP	3,661	7,530
57636Q104 MASTERCARD INC CL A	5,558	8,952
718172109 PHILIP MORRIS INTERN	5,293	6,379
806857108 SCHLUMBERGER LTD SED
98978V103 ZOETIS INC
009158106 AIR PRODUCTS & CHEMI
166764100 CHEVRON CORPORATION	3,885	3,621
35137L105 FOX CORP - CLASS A -	1,934	2,429
580135101 MCDONALD'S CORP	4,118	4,348
101137107 BOSTON SCIENTIFIC CO	3,297	5,449
126408103 CSX CORP
127387108 CADENCE DESIGN SYSTE	3,648	5,408
150870103 CELANESE CORP
438516106 HONEYWELL INTL INC	5,223	6,325
452308109 ILLINOIS TOOL WORKS	6,164	6,339
713448108 PEPSICO INC	5,588	4,866
81762P102 SERVICE NOW INC	3,290	6,361
872540109 TJX COMPANIES INC NE	3,327	4,953
H11356104 BUNGE GLOBAL SA SEDO
H1467J104 CHUBB LTD SEDOL B3BQ	3,995	5,526
049560105 ATMOS ENERGY CORP	3,972	4,874
09290D101 BLACKROCK FUNDING IN	3,512	6,151
254687106 DISNEY WALT CO	4,120	3,786
277432100 EASTMAN CHEM CO	3,645	3,014
443510607 HUBBELL INC	4,560	5,027
512807306 LAM RESEARCH CORP	2,111	5,056
571903202 MARRIOTT INTERNATION	3,880	4,463
67066G104 NVIDIA CORP	31,319	31,021
754730109 RAYMOND JAMES FINANC	4,467	4,660
824348106 SHERWIN-WILLIAMS CO	4,549	4,079
893641100 TRANSDIGM GROUP INC	5,345	5,069
G54950103 NEW LINDE PLC SEDOL	4,294	3,768

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
722005667 PIMCO COMMODITY REAL
921075412 VANECK GLOBAL RESOUR
09252M883 BLACKROCK TOTAL RETU	AT COST	403,054	388,673
09260B309 BLACKROCK CORE BOND
94987W794 ALLSPRING CORE BOND	AT COST	380,702	340,132
04314H402 ARTISAN INTERNATIONA
411512528 HARBOR CAPITAL APPRE
55273H353 MFS VALUE FUND-R6
957663669 WESTERN ASSET CORE P
00769G535 LSV SMALL CAP FUND-I
00770X675 PZENA EMERG MKTS VAL	AT COST	114,750	108,711
256210105 DODGE & COX INCOME F	AT COST	419,096	417,566
258620566 DOUBLELINE TOTAL RET	AT COST	230,857	226,179
317609295 SEAFARER OVERSEAS GR	AT COST	148,165	137,295
413838566 OAKMARK INTL SM CAP-	AT COST	75,588	70,288
464287200 ISHARES CORE S&P 500	AT COST	1,853,878	2,415,943
464288877 ISHARES MSCI EAFE VA
464288885 ISHARES MSCI EAFE GR
46429B267 ISHARES U S TREASURY	AT COST	297,105	297,706
46432F339 ISHARES MSCI USA QUA
46434V456 ISHARES MSCI INTL QU	AT COST	206,452	212,289
543069405 LONGLEAF PARTNERS FD	AT COST	134,941	124,488
552746364 MFS EMERGING MKTS DE	AT COST	114,794	114,959
56167N712 NUANCE MID CAP VALUE
56170L703 SPYGLASS GROWTH FUND
74440Y884 PGIM HIGH YIELD FUND	AT COST	64,987	66,617
89154M702 TOUCHSTONE SANDS EM	AT COST	112,663	114,576
89155T490 TOUCHSTONE MID CAP-R	AT COST	117,708	131,970
89355J656 TRANSAMERICA SM CAP
89609H704 TRIBUTARY SMALL COMP
936793686 WASATCH INTL OPPORTU
00171A852 AMG RR SM CAP VAL-I	AT COST	117,555	116,689
04314H576 ARTISAN INTL SM/MID-	AT COST	83,971	78,008
057071813 BAIRD MIDCAP INST	AT COST	155,000	149,356
25434V807 DIMENSIONAL INTERNAT	AT COST	133,931	125,280
411512460 HARBOR MID CAP VALUE	AT COST	117,551	109,666
461418444 WCM FOCUSED INTL GRO	AT COST	201,000	164,923
46429B697 ISHARES MSCI USA MIN	AT COST	168,505	164,794
589619824 MERIDIAN SMALL CAP G	AT COST	117,559	118,605
97717X669 WISDOMTREE U.S. QUAL	AT COST	234,606	233,159

Description	Amount
RETURN OF CAPITAL ADJUSTMENT	1,115
2024 TRANSACTION POSTED IN 2025	5,992
ADJUSTMENT TO INCOME	23
COST BASIS ADJUSTMENT/PY ROC	1,330
ROUNDING ADJ FOR SALES AND TRANSACTION	10

Category	Amount	Net Investment Income
FOREIGN TAXES	38	38
FEDERAL TAX PAYMENT - PRIOR YE	9,603	0
FEDERAL ESTIMATES - PRINCIPAL	13,765	0
FOREIGN TAXES ON QUALIFIED FOR	1,831	1,831
FOREIGN TAXES ON NONQUALIFIED	432	432

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