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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JACOB L REISS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6064123
B Telephone number (see instructions)

(212) 922-6636
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,327,905J 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... 147,172 146,570  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 681,203
b Gross sales price for all assets on line 6a 2,583,017
7 Capital gain net income (from Part IV, line 2)... 681,203
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........ 828,375 827,773  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,490 27,894   18,596
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,597 2,466   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
56 56    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,143 30,416 0 18,596
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 357,143 30,416 0 318,596
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 471,232
b Net investment income (if negative, enter -0-) 797,357
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 66,314 146,569 146,569
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,175,130 Click to see attachment
List of Attached Documents:
// Content
5,563,810 		7,181,336
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) 5,241,444 5,710,379 7,327,905
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........ 5,241,444 5,710,379
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)..... 5,241,444 5,710,379
30 Total liabilities and net assets/fund balances (see instructions). 5,241,444 5,710,379
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
5,241,444
2
Enter amount from Part I, line 27a .....................
2
471,232
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,712,676
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,297
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,710,379
Form 990-PF (2024)
Form 990-PF (2024)
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 118. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 260. ABBOTT LABORATORIES   2018-10-24 2024-01-08
c 64. ASSURANT INC   2023-08-17 2024-01-08
d 580. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
e 6. COSTCO WHSL CORP NEW   2021-06-23 2024-01-08
34. COSTCO WHSL CORP NEW   2009-12-31 2024-01-08
116. ILLINOIS TOOL WORKS INC COM   2018-10-24 2024-01-08
68. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
78. S & P GLOBAL INC   2019-06-05 2024-01-08
36. EVEREST RE GRP LTD   2023-04-19 2024-01-08
19. EVEREST RE GRP LTD   2023-10-24 2024-01-08
41. ASSURANT INC   2023-08-16 2024-01-09
44. ASSURANT INC   2023-08-21 2024-01-10
69. ASSURANT INC   2023-08-18 2024-01-11
130. BUNGE GLOBAL SA   2024-01-08 2024-01-22
440. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
120. AMERIPRISE FINL INC   2021-02-19 2024-02-21
440. AMPHENOL CORP NEW   2022-11-01 2024-02-21
880. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
19. BROADCOM INC   2022-05-19 2024-02-21
46. ELI LILLY & CO COM   2021-11-05 2024-02-21
37. THERMO ELECTRON CORP   2019-02-28 2024-02-21
49. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
56. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
790. BANK OF AMERICA CORP   2018-10-24 2024-03-20
405. CSX CORP COM   2018-02-08 2024-03-20
490. COCA - COLA CO   2019-08-08 2024-03-20
560. CORNING INC COM   2023-02-17 2024-03-20
707. EXXON MOBIL CORP   2022-10-10 2024-03-20
90. GENUINE PARTS CO   2023-03-06 2024-03-20
49. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
180. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
135. NIKE INC CL B   2018-10-24 2024-03-20
35. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
95. PROCTER & GAMBLE CO COM   2022-03-17 2024-03-20
400. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
290. SYNCHRONY FINANCIAL   2020-03-26 2024-03-20
190. VOYA FINANCIAL INC   2018-10-24 2024-03-20
22. DEERE & COMPANY   2017-10-18 2024-04-09
54. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
145. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
99. ELI LILLY & CO COM   2020-06-23 2024-04-09
42. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
234. NEXTERA ENERGY INC   2018-10-24 2024-04-09
176. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
320. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
17. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
17. THERMO ELECTRON CORP   2019-02-28 2024-04-09
190. TWILIO INC - A   2023-06-01 2024-04-09
75. EATON CORP PLC   2018-10-24 2024-04-09
77. ABBVIE INC   2024-02-21 2024-04-25
278. ABBVIE INC   2019-09-20 2024-04-25
190. CF INDS HLDGS INC   2024-03-20 2024-05-07
750. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
370. INTEL CORPORATION   2023-12-14 2024-06-12
240. SHOPIFY INC-A W/I   2023-11-22 2024-06-12
90. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
230. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
53. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.8333 GRAIL INC   2023-07-31 2024-07-08
66. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
43. CINTAS CORP   2024-01-08 2024-07-23
30. GRAIL INC   2023-07-31 2024-07-23
130. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
460. NEWMONT MINING CORP   2023-12-14 2024-07-23
200. CRH PLC   2024-04-09 2024-07-23
315. INTERNATIONAL GAME TECHNOLOG   2023-10-24 2024-07-23
27. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
170. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
135. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
157. INTERNATIONAL GAME TECHNOLOG   2023-04-21 2024-07-24
71. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
360. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
40. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
140. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
291. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
292. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
153. CHEVRON CORPORATION   2024-03-20 2024-08-01
50. J P MORGAN CHASE & CO   2023-04-12 2024-08-08
23. J P MORGAN CHASE & CO   2001-09-27 2024-08-08
80. EATON CORP PLC   2018-10-24 2024-08-08
49. TRANE TECHNOLOGIES PLC   2018-10-24 2024-08-08
12. EATON CORP PLC   2018-10-24 2024-08-27
106. EATON CORP PLC   2018-10-24 2024-08-27
130. ROSS STORES INC   2024-03-20 2024-08-28
380. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
68. J P MORGAN CHASE & CO   2001-09-27 2024-09-13
241. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
64. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
340. CITIGROUP INC   2024-03-20 2024-10-24
110. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
240. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
6. UNITED HEALTH GROUP INC   2024-03-20 2024-10-24
20. UNITED HEALTH GROUP INC   2024-04-25 2024-10-24
8. ALLSTATE CORP COM   2024-08-08 2024-10-31
71. ALLSTATE CORP COM   2022-11-15 2024-10-31
96. T -MOBILE US INC   2024-07-23 2024-10-31
38. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
5. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
25. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
17. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
9. UNITED HEALTH GROUP INC   2017-07-27 2024-11-14
30.668 BNY MELLON SMALL CAP STK FD CL M SHS   2023-12-18 2024-11-22
771.332 BNY MELLON SMALL CAP STK FD CL M SHS   2020-03-26 2024-11-22
83. ISHARES RUSSELL 2000 INDEX FD   2020-05-08 2024-11-22
360. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
119. DEXCOM INC   2024-04-25 2024-11-26
139. DEXCOM INC   2024-07-25 2024-11-26
18391.756 BNY MELLON MID CAP STK FD CL M   2010-05-26 2024-12-03
180. AT&T INC   2022-11-01 2024-12-05
9. ALIGN TECHNOLOGY INC   2023-06-30 2024-12-05
12. ALLSTATE CORP COM   2022-11-15 2024-12-05
91. ALPHABET INC/CA   2024-03-20 2024-12-05
1. ALPHABET INC/CA   2023-07-31 2024-12-05
70. AMAZON COM INC   2024-03-20 2024-12-05
20. AMERICAN INTERNATIONAL GROUP   2020-08-07 2024-12-05
15. AMETEK INC NEW   2024-04-09 2024-12-05
59. APPLE INC   2024-07-23 2024-12-05
7. APPLE INC   2023-07-31 2024-12-05
21. APPLIED MATERIALS INC   2024-03-20 2024-12-05
9. ASSURANT INC   2024-11-14 2024-12-05
40. BANK OF AMERICA CORP   2024-04-09 2024-12-05
30. BAXTER INTL INC COM   2024-09-13 2024-12-05
18. BECTON DICKINSON AND COMPANY   2023-08-31 2024-12-05
17. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-12-05
20. BIO-TECHNE CORP   2024-02-21 2024-12-05
40. BRISTOL MYERS SQUIBB CO COM   2024-09-13 2024-12-05
21. CME GROUP INC   2021-11-24 2024-12-05
80. CHEWY INC - CLASS A   2023-09-25 2024-12-05
80. CISCO SYS INC   2023-08-31 2024-12-05
27. CONOCOPHILLIPS   2024-03-20 2024-12-05
12. CONSTELLATION ENERGY CORP   2023-09-25 2024-12-05
20. COSTAR GROUP INC   2024-04-09 2024-12-05
20. DANAHER CORP COMMON   2024-01-08 2024-12-05
21. DISNEY (WALT) COMPANY HOLDING CO.   2024-03-20 2024-12-05
60. DOMINION RES INC VA NEW   2024-04-09 2024-12-05
70. EQT CORP COM   2024-03-20 2024-12-05
90. FIRST HORIZON NATL CORP   2024-03-20 2024-12-05
60. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2024-04-09 2024-12-05
10. GE VERNOVA LLC   2024-08-08 2024-12-05
30. GENERAL MOTORS CO   2024-03-20 2024-12-05
20. GILEAD SCIENCES INC   2024-10-24 2024-12-05
6. GOLDMAN SACHS GROUP INC   2024-02-21 2024-12-05
35. HOWMET AEROSPACE INC   2024-04-09 2024-12-05
12. HUBBELL INC COM   2024-10-24 2024-12-05
6. HUBSPOT INC   2023-06-30 2024-12-05
2. ILLUMINA INC   2023-07-31 2024-12-05
41. INGERSOLL RAND INC   2024-02-21 2024-12-05
40. INTERNATIONAL PAPER COMPANY COMMON   2024-09-12 2024-12-05
4. INTUITIVE SURGICAL INC   2024-06-12 2024-12-05
19. J P MORGAN CHASE & CO   2001-09-27 2024-12-05
100. KENVUE INC   2024-04-09 2024-12-05
14. L3HARRIS TECHNOLOGIES INC   2024-08-27 2024-12-05
7. LABCORP HOLDINGS INC   2024-07-25 2024-12-05
50. LAS VEGAS SANDS CORP   2022-06-08 2024-12-05
3. LULULEMON ATHLETICA INC   2024-01-08 2024-12-05
8. MARATHON PETROLEUM CORP   2023-12-14 2024-12-05
48. MICROSOFT CORP COM   2024-02-21 2024-12-05
6. MONGODB INC   2024-11-26 2024-12-05
2. NETFLIX COM INC   2023-06-30 2024-12-05
30. NEWMONT MINING CORP   2023-12-14 2024-12-05
175. NVIDIA CORP   2024-02-21 2024-12-05
34. OMNICOM GROUP INC COM   2024-05-08 2024-12-05
9. PHILIP MORRIS INTERNATIONAL   2024-06-24 2024-12-05
12. PHILLIPS 66   2024-03-20 2024-12-05
10. PINDUODUO INC-ADR   2024-10-31 2024-12-05
9. REPLIGEN CORP   2023-08-31 2024-12-05
6. ROPER TECHNOLOGIES INC   2024-02-21 2024-12-05
30. SANOFI-SYNTHELABO   2023-12-14 2024-12-05
18. SAREPTA THERAPEUTICS INC   2023-06-30 2024-12-05
70. SCHLUMBERGER LIMITED COM   2023-09-01 2024-12-05
30. BLOCK INC   2023-06-30 2024-12-05
8. 3M CO   2024-07-23 2024-12-05
20. US BANCORP DEL   2024-10-24 2024-12-05
40. UBER TECHNOLOGIES INC   2023-07-31 2024-12-05
5. UNITED HEALTH GROUP INC   2017-07-27 2024-12-05
22. VERALTO CORP-W/I   2024-04-09 2024-12-05
10. VOYA FINANCIAL INC   2024-07-26 2024-12-05
11. ZOETIS INC   2024-01-08 2024-12-05
2. AON PLC/IRELAND A   2024-07-25 2024-12-05
20. CRH PLC   2024-04-09 2024-12-05
5. CRH PLC   2023-09-25 2024-12-05
40. JOHNSON CTLS INTL PLC   2024-04-09 2024-12-05
50. MEDTRONIC PLC   2024-01-08 2024-12-05
5. TRANE TECHNOLOGIES PLC   2018-10-24 2024-12-05
20. ALCON INC   2024-07-25 2024-12-05
5. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2024-12-05
170. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
720. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 13,141   13,393 -252
b 28,955   23,548 5,407
c 10,622   9,466 1,156
d 18,571   18,133 438
e 3,932   2,354 1,578
22,283   2,023 20,260
29,664   14,617 15,047
19,612   16,568 3,044
33,511   17,089 16,422
13,158   13,478 -320
6,945   7,536 -591
6,726   5,817 909
7,183   6,232 951
11,319   9,668 1,651
11,568   12,782 -1,214
30,104   15,672 14,432
47,345   27,320 20,025
46,014   33,296 12,718
57,633   38,601 19,032
23,060   10,203 12,857
33,997   12,957 21,040
20,320   13,821 6,499
17,654   13,208 4,446
28,777   26,214 2,563
28,427   22,120 6,307
14,994   6,964 8,030
29,599   26,214 3,385
18,233   19,782 -1,549
79,520   74,194 5,326
13,923   15,620 -1,697
29,509   17,003 12,506
15,578   14,767 811
13,444   9,932 3,512
16,414   14,917 1,497
15,367   13,639 1,728
26,538   25,791 747
12,296   6,450 5,846
13,580   8,445 5,135
9,064   2,838 6,226
20,916   18,447 2,469
28,504   19,848 8,656
74,694   16,658 58,036
8,853   6,253 2,600
15,223   11,611 3,612
36,072   33,296 2,776
21,424   22,004 -580
15,990   11,727 4,263
9,974   4,416 5,558
11,664   12,795 -1,131
23,569   8,058 15,511
12,858   13,420 -562
46,421   20,285 26,136
14,144   16,418 -2,274
23,149   24,941 -1,792
11,583   17,017 -5,434
15,540   17,007 -1,467
5,828   6,961 -1,133
14,893   13,335 1,558
22,808   22,589 219
12   27 -15
9,918   8,762 1,156
32,552   25,052 7,500
458   802 -344
5,332   4,818 514
21,632   18,998 2,634
16,420   16,765 -345
6,506   9,340 -2,834
3,949   3,585 364
24,861   13,639 11,222
2,732   3,991 -1,259
3,177   4,488 -1,311
12,080   8,263 3,817
21,901   33,267 -11,366
1,600   1,483 117
8,512   8,601 -89
5,876   8,185 -2,309
6,787   8,084 -1,297
23,343   23,802 -459
10,172   6,441 3,731
4,679   749 3,930
22,870   5,602 17,268
16,011   3,554 12,457
3,569   840 2,729
31,387   7,423 23,964
19,493   19,113 380
19,403   23,347 -3,944
13,961   2,215 11,746
27,823   24,613 3,210
18,605   17,473 1,132
21,379   20,208 1,171
5,667   5,397 270
12,364   13,507 -1,143
3,371   2,954 417
11,238   9,907 1,331
1,499   1,360 139
13,304   9,462 3,842
21,474   16,922 4,552
8,624   4,423 4,201
1,135   558 577
2,777   2,863 -86
10,080   8,371 1,709
5,337   1,709 3,628
714   601 113
17,957   11,513 6,444
19,799   10,765 9,034
9,964   16,967 -7,003
9,215   16,439 -7,224
10,764   15,233 -4,469
355,329   184,230 171,099
4,286   3,307 979
2,053   3,187 -1,134
2,467   1,583 884
15,790   13,472 2,318
174   132 42
15,389   12,333 3,056
1,530   601 929
2,921   2,713 208
14,301   13,236 1,065
1,697   1,373 324
3,650   4,202 -552
2,021   1,932 89
1,883   1,506 377
970   1,197 -227
3,988   5,032 -1,044
7,993   6,128 1,865
1,484   1,425 59
2,351   1,959 392
5,130   4,802 328
2,530   1,457 1,073
4,805   4,598 207
2,834   3,283 -449
3,097   1,338 1,759
1,507   1,905 -398
4,573   4,644 -71
2,440   2,417 23
3,424   2,968 456
3,143   2,361 782
1,875   1,360 515
2,559   3,070 -511
3,507   1,759 1,748
1,603   1,265 338
1,859   1,778 81
3,615   2,317 1,298
4,194   2,307 1,887
5,616   5,403 213
4,488   3,191 1,297
281   373 -92
4,232   3,630 602
2,277   1,914 363
2,189   1,706 483
4,683   619 4,064
2,317   2,042 275
3,317   3,207 110
1,647   1,478 169
2,725   1,853 872
1,026   1,473 -447
1,193   1,191 2
21,179   19,159 2,020
2,030   2,021 9
1,841   881 960
1,206   1,239 -33
25,558   11,765 13,793
3,523   3,232 291
1,188   916 272
1,550   1,886 -336
986   1,208 -222
1,300   1,565 -265
3,348   3,280 68
1,454   1,458 -4
2,289   2,061 228
2,973   4,211 -1,238
2,931   1,983 948
1,060   839 221
1,049   968 81
2,683   1,972 711
2,940   949 1,991
2,325   1,966 359
819   734 85
1,917   2,147 -230
760   603 157
2,060   1,677 383
515   280 235
3,336   2,615 721
4,257   4,310 -53
2,064   363 1,701
1,749   1,847 -98
1,269   1,036 233
6,831   9,188 -2,357
28,933   39,959 -11,026
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
      21,161
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       -252
b       5,407
c       1,156
d       438
e       1,578
      20,260
      15,047
      3,044
      16,422
      -320
      -591
      909
      951
      1,651
      -1,214
      14,432
      20,025
      12,718
      19,032
      12,857
      21,040
      6,499
      4,446
      2,563
      6,307
      8,030
      3,385
      -1,549
      5,326
      -1,697
      12,506
      811
      3,512
      1,497
      1,728
      747
      5,846
      5,135
      6,226
      2,469
      8,656
      58,036
      2,600
      3,612
      2,776
      -580
      4,263
      5,558
      -1,131
      15,511
      -562
      26,136
      -2,274
      -1,792
      -5,434
      -1,467
      -1,133
      1,558
      219
      -15
      1,156
      7,500
      -344
      514
      2,634
      -345
      -2,834
      364
      11,222
      -1,259
      -1,311
      3,817
      -11,366
      117
      -89
      -2,309
      -1,297
      -459
      3,731
      3,930
      17,268
      12,457
      2,729
      23,964
      380
      -3,944
      11,746
      3,210
      1,132
      1,171
      270
      -1,143
      417
      1,331
      139
      3,842
      4,552
      4,201
      577
      -86
      1,709
      3,628
      113
      6,444
      9,034
      -7,003
      -7,224
      -4,469
      171,099
      979
      -1,134
      884
      2,318
      42
      3,056
      929
      208
      1,065
      324
      -552
      89
      377
      -227
      -1,044
      1,865
      59
      392
      328
      1,073
      207
      -449
      1,759
      -398
      -71
      23
      456
      782
      515
      -511
      1,748
      338
      81
      1,298
      1,887
      213
      1,297
      -92
      602
      363
      483
      4,064
      275
      110
      169
      872
      -447
      2
      2,020
      9
      960
      -33
      13,793
      291
      272
      -336
      -222
      -265
      68
      -4
      228
      -1,238
      948
      221
      81
      711
      1,991
      359
      85
      -230
      157
      383
      235
      721
      -53
      1,701
      -98
      233
      -2,357
      -11,026
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 681,203
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 11,083
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 11,083
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 11,083
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,596
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 5,596
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,487
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-6636

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		46,490    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,205,534
b
Average of monthly cash balances.......................
1b
117,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,323,435
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,323,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,852
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,213,583
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
360,679
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
360,679
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,083
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,083
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
349,596
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
349,596
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
349,596
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
318,596
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
318,596
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 349,596
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 296,131
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: right arrow$ 318,596
a Applied to 2023, but not more than line 2a 296,131
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..... 22,465
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 .......... 		327,131
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
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

FAIRFIELD UNIVERSITY

1073 N BENSON RD
FAIRFIELD,CT068245171 		NONE PC GENERAL OPERATING 5,000

ST JOSEPHS ROMAN CATHOLIC CHURCH

31 OAK STREET
WINSTED,CT06098 		NONE PC GENERAL OPERATING 3,000

JULIAN REISS FOUNDATION

24 ROCKMAPLE AVE
S HAMILTON,MA019821031 		NONE PC GENERAL OPERATING 36,000

OUR LADY OF PERPETUAL HELP PARISH

2510 MIDDLE ROAD
GLENSHAW,PA151163034 		NONE PC GENERAL OPERATING 5,000

ST LUKES CHURCH

100 E WASHINGTON AVE
NEWTOWN,PA189400000 		NONE PC GENERAL OPERATING 8,000

THE HAVEN

1107 E ADELAIDE DR
TUCSON,AZ857192651 		NONE PC GENERAL OPERATING 10,000

CHURCH OF THE NATIVITY

2793 BUCKNER LN
THOMPSONS STN,TN371799776 		NONE PC GENERAL OPERATING 12,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 6,000

GEORGETOWN UNIVERSITY

PO BOX 571173
WASHINGTON,DC200571173 		NONE PC GENERAL OPERATING 50,000

THE LORDS PLACE

23031 DRY CREEK RD
DIAMOND BAR,CA917651216 		NONE PC GENERAL OPERATING 3,000

MARYKNOLL SISTERS OF ST DOMINIC

1508 ALEXANDER ST
HONOLULU,HI968224940 		NONE PC GENERAL OPERATING 6,000

COMMUNITY SOLUTIONS

60 BROAD ST SUITE 2510A
NEW YORK,NY10004 		NONE PC GENERAL OPERATING 25,000

ST JOSEPH'S ADDICTION

C/O BNY MELLON NA
SARANAC LAKE,NY12983 		NONE PC GENERAL OPERATING 30,000

MERCY CARE FOR THE ADIRONDACKS

185 OLD MILITARY RD
LAKE PLACID,NE12946 		NONE PC GENERAL OPERATING 37,000

BLINKNOW FOUNDATION

C/O BNY MELLON NA
MORRISTOWN,NJ07960 		NONE PC GENERAL OPERATING 20,000

CALIFORNIA SCHOOL FOR THE DEAF

3044 HORACE ST
RIVERSIDE,CA92506 		NONE PC GENERAL OPERATING 14,000

CATHOLIC CHARITIES

212 9TH ST
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 9,000

CAPE COD HEALTHCARE FOUNDATION INC

PO BOX 370
HYANNIS,MA02601 		NONE PC GENERAL OPERATING 15,000

MARYKNOLL FATHERS AND BROTHERS

55 RYDER RD
OSSINING,NY10562 		NONE PC GENERAL OPERATING 6,000
Total .................................right arrow 3a 300,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 147,172  
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 ............ 		    18 681,203  
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) ..   828,375  
13Total. Add line 12, columns (b), (d), and (e)..................
13
828,375
(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 (2024)
Form 990-PF (2024)
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
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 Firm's EIN Right Arrow
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
JACOB L REISS FOUNDATION
EIN:
13-6064123
Statement:
NO STATE FILING REQUIRED

TY 2024 InvestmentsOtherSchedule2
Name:
JACOB L REISS FOUNDATION
EIN:
13-6064123
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
654106103 NIKE INC CL B      
87165B103 SYNCHRONY FINANCIAL      
002824100 ABBOTT LABORATORIES      
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
46625H100 J P MORGAN CHASE & C AT COST 7,947 58,489
594918104 MICROSOFT CORP COM AT COST 101,985 246,156
929089100 VOYA FINANCIAL INC AT COST 16,019 21,337
037833100 APPLE INC AT COST 90,262 220,870
452308109 ILLINOIS TOOL WORKS      
G29183103 EATON CORP PLC      
023135106 AMAZON COM INC AT COST 103,414 200,084
05569M814 BNY MELLON INTERMEDI AT COST 410,000 400,054
05569M830 BNY MELLON BOND FD C AT COST 570,000 503,151
101137107 BOSTON SCIENTIFIC CO      
65339F101 NEXTERA ENERGY INC      
05569M509 BNY MELLON MID CAP S      
060505104 BANK OF AMERICA CORP AT COST 21,088 24,612
464287507 ISHARES TR S&P MIDCA AT COST 464,930 541,474
026874784 AMERICAN INTERNATION AT COST 5,951 16,744
05569M368 BNY MELLON CORP BOND AT COST 228,917 219,495
91324P102 UNITED HEALTH GROUP AT COST 11,582 30,857
126408103 CSX CORP COM      
02079K305 ALPHABET INC/CA AT COST 83,996 217,316
78409V104 S & P GLOBAL INC      
05587K857 BNYM INTL STCK-Y AT COST 204,232 287,309
00287Y109 ABBVIE INC      
191216100 COCA-COLA CO USD      
883556102 THERMO ELECTRON CORP      
12572Q105 CME GROUP INC AT COST 48,577 58,754
05588E850 BNY MELLON HIGH YIEL AT COST 149,318 144,156
05569M806 BNY MELLON SMALL CAP AT COST 99,911 156,033
464287655 ISHARES RUSSELL 2000 AT COST 96,368 164,173
00771X419 G Q G PART EMERG MKT AT COST 167,070 247,389
G8994E103 TRANE TECHNOLOGIES P AT COST 5,512 28,071
532457108 ELI LILLY & CO COM      
464287200 ISHARES S&P 500 INDE AT COST 189,534 382,642
922908553 VANGUARD INDEX TR AT COST 33,038 41,868
46432F842 ISHARES CORE MSCI EA AT COST 184,695 300,798
03076C106 AMERIPRISE FINL INC      
09260B382 BLACKROCK STRAT INC AT COST 249,050 228,303
G1151C101 ACCENTURE PLC IRELAN      
517834107 LAS VEGAS SANDS CORP AT COST 20,290 29,789
744573106 PUBLIC SERVICE ENTER      
032095101 AMPHENOL CORP NEW      
05722G100 BAKER HUGHES A GE CO      
742718109 PROCTER & GAMBLE CO      
020002101 ALLSTATE CORP COM AT COST 20,450 29,882
00206R102 AT&T INC AT COST 35,715 46,451
46434G764 ISHARES MSCI EMERGIN AT COST 45,873 51,236
573284106 MARTIN MARIETTA MATL      
580135101 MC DONALDS CORPORATI      
036752103 ANTHEM INC      
11135F101 BROADCOM INC      
75886F107 REGENERON PHARMACEUT      
30231G102 EXXON MOBIL CORP      
016255101 ALIGN TECHNOLOGY INC AT COST 36,120 21,268
038222105 APPLIED MATERIALS IN AT COST 40,291 41,471
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 26,402 26,226
075887109 BECTON DICKINSON AND AT COST 63,129 55,129
084670702 BERKSHIRE HATHAWAY I AT COST 65,682 85,670
16679L109 CHEWY INC - CLASS A AT COST 16,894 31,146
17275R102 CISCO SYS INC AT COST 47,188 53,872
21037T109 CONSTELLATION ENERGY AT COST 17,511 35,122
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 29,518 25,772
235851102 DANAHER CORP COMMON AT COST 50,984 51,878
25746U109 DOMINION RES INC VA AT COST 33,670 37,163
35671D857 FREEPORT-MCMORAN COP AT COST 35,181 30,083
372460105 GENUINE PARTS CO      
38145N220 GOLDMAN SACHS ABS RE AT COST 39,635 42,582
443573100 HUBSPOT INC AT COST 35,104 45,987
452327109 ILLUMINA INC AT COST 27,995 24,454
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 30,105 39,669
56585A102 MARATHON PETROLEUM C AT COST 16,229 15,206
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 13,213 26,740
651639106 NEWMONT MINING CORP AT COST 14,042 12,655
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 55,226 277,309
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 22,938 21,159
80105N105 SANOFI-SYNTHELABO AT COST 21,195 21,221
803607100 SAREPTA THERAPEUTICS AT COST 25,195 26,750
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 23,802 30,596
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 21,696 26,541
92338C103 VERALTO CORP-W/I AT COST 26,394 31,879
G25508105 CRH PLC AT COST 17,076 28,219
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 21,577 27,120
031100100 AMETEK INC NEW AT COST 34,432 35,151
071813109 BAXTER INTL INC COM AT COST 16,357 11,956
09073M104 BIO-TECHNE CORP AT COST 16,390 16,567
110122108 BRISTOL MYERS SQUIBB AT COST 23,017 26,583
14064D774 FULLTHALER BEH S/C G AT COST 38,809 36,683
20825C104 CONOCOPHILLIPS AT COST 39,764 34,114
25278X109 DIAMONDBACK ENERGY I AT COST 17,815 17,857
254687106 DISNEY (WALT) COMPAN AT COST 30,274 29,285
26884L109 EQT CORP COM AT COST 51,343 63,632
320517105 FIRST HORIZON NATL C AT COST 15,865 21,147
36828A101 GE VERNOVA LLC AT COST 24,266 45,392
37045V100 GENERAL MOTORS CO AT COST 19,821 25,037
375558103 GILEAD SCIENCES INC AT COST 16,889 17,550
38141G104 GOLDMAN SACHS GROUP AT COST 27,806 41,229
443201108 HOWMET AEROSPACE INC AT COST 33,287 55,232
443510607 HUBBELL INC COM AT COST 59,989 64,509
45687V106 INGERSOLL RAND INC AT COST 38,871 39,712
460146103 INTERNATIONAL PAPER AT COST 24,303 27,986
49177J102 KENVUE INC AT COST 26,821 28,182
502431109 L3HARRIS TECHNOLOGIE AT COST 39,035 38,061
504922105 LABCORP HOLDINGS INC AT COST 22,655 25,684
550021109 LULULEMON ATHLETICA AT COST 18,165 14,149
59156R108 METLIFE INC AT COST 18,488 18,014
60937P106 MONGODB INC AT COST 28,289 19,556
681919106 OMNICOM GROUP INC CO AT COST 34,736 31,491
718172109 PHILIP MORRIS INTERN AT COST 16,380 19,376
718546104 PHILLIPS 66 AT COST 24,208 17,545
722304102 PINDUODUO INC-ADR AT COST 16,910 13,579
776696106 ROPER TECHNOLOGIES I AT COST 39,616 38,469
88579Y101 3M CO AT COST 16,152 20,009
902973304 US BANCORP DEL AT COST 20,333 20,089
98978V103 ZOETIS INC AT COST 25,346 22,973
G0403H108 AON PLC/IRELAND A AT COST 16,198 19,395
G51502105 JOHNSON CTLS INTL PL AT COST 33,343 40,254
G5960L103 MEDTRONIC PLC AT COST 57,133 53,520
H01301128 ALCON INC AT COST 23,995 22,071
V7780T103 ROYAL CARIBBEAN CRUI AT COST 16,993 18,917

TY 2024 OtherDecreasesSchedule
Name:
JACOB L REISS FOUNDATION
EIN:
13-6064123
Description Amount
MUTUAL FUND TIMING ADJ 432
ROC ON CY SALES 216
PY RETURN OF CAPITAL ADJUSTMENT 1,641
ROUNDING 8


TY 2024 OtherExpensesSchedule
Name:
JACOB L REISS FOUNDATION
EIN:
13-6064123
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 56 56   0


TY 2024 TaxesSchedule
Name:
JACOB L REISS FOUNDATION
EIN:
13-6064123
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,275 2,275   0
FEDERAL TAX PAYMENT - PRIOR YE 2,535 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,596 0   0
FOREIGN TAXES ON NONQUALIFIED 191 191   0