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 07-01-2024 , and ending 06-30-2025
Name of foundation
GOSHEN HILL FOUNDATION INC-IMA
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O CAROLINE MORAN TRUSTEE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PO BOX PITTSBU, PA152300185
A Employer identification number

41-2160007
B Telephone number (see instructions)

(610) 254-1199
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$5,392,410J 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... 122,817 122,817  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 188,516
b Gross sales price for all assets on line 6a 1,782,408
7 Capital gain net income (from Part IV, line 2)... 188,516
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)....... Click to see attachment
List of Attached Documents:
// Content
924    
12 Total. Add lines 1 through 11........ 312,257 311,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
897 0 0 897
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,835 2,901   1,934
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,610 1,265   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
12 12    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,354 4,178 0 2,831
25 Contributions, gifts, grants paid....... 205,500 205,500
26 Total expenses and disbursements. Add lines 24 and 25 223,854 4,178 0 208,331
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,403
b Net investment income (if negative, enter -0-) 307,155
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......... 145,496 90,994 90,994
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).......... 3,940,029 Click to see attachment
List of Attached Documents:
// Content
4,132,449 		5,301,416
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) 4,085,525 4,223,443 5,392,410
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........ 4,085,525 4,223,443
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)..... 4,085,525 4,223,443
30 Total liabilities and net assets/fund balances (see instructions). 4,085,525 4,223,443
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
4,085,525
2
Enter amount from Part I, line 27a .....................
2
88,403
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
52,966
4
Add lines 1, 2, and 3 ..........................
4
4,226,894
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,451
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,223,443
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 .3333 GRAIL INC   2023-07-31 2024-07-08
b 41. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
c 27. CINTAS CORP   2024-01-08 2024-07-23
d 20. GRAIL INC   2023-07-31 2024-07-23
e 70. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
350. NEWMONT MINING CORP   2023-12-14 2024-07-23
130. CRH PLC   2024-04-09 2024-07-23
196. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-23
16. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
105. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
64. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
117. INTERNATIONAL GAME TECHNOLOG   2023-04-21 2024-07-24
51. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
220. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
30. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
80. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
182. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
181. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
25000. WESTPAC BANKING CORP 3.735% 8/26/25   2022-08-18 2024-07-29
94. CHEVRON CORPORATION   2024-03-20 2024-08-01
46. J P MORGAN CHASE & CO   2017-11-21 2024-08-08
49. EATON CORP PLC   2012-11-30 2024-08-08
28. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
5000. C V S HEALTH CORP 3.875% 7/20/25   2024-01-04 2024-08-15
20000. C V S HEALTH CORP 3.875% 7/20/25   2021-09-01 2024-08-15
7. EATON CORP PLC   2012-11-30 2024-08-27
66. EATON CORP PLC   2012-11-30 2024-08-27
80. ROSS STORES INC   2024-03-20 2024-08-28
5000. COMCAST CORP 3.95% 10/15/25   2024-01-02 2024-09-12
20000. COMCAST CORP 3.95% 10/15/25   2021-08-30 2024-09-12
240. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
42. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
150. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
41. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
25000. APPLE INC 3.35% 2/09/27   2022-04-20 2024-10-07
25000. INTEL CORP 3.7% 7/29/25   2022-03-22 2024-10-07
25000. CITIGROUP INC   2021-09-10 2024-10-23
210. CITIGROUP INC   2024-03-20 2024-10-24
20. SANOFI-SYNTHELABO   2023-12-14 2024-10-24
70. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
130. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
6. UNITED HEALTH GROUP INC   2024-03-20 2024-10-24
10. UNITED HEALTH GROUP INC   2024-04-25 2024-10-24
8. ALLSTATE CORP COM   2024-08-08 2024-10-31
41. ALLSTATE CORP COM   2022-11-15 2024-10-31
61. T -MOBILE US INC   2024-07-23 2024-10-31
19. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
8. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
14. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
9. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
8. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
60. AT&T INC   2022-11-01 2024-11-18
3. ALIGN TECHNOLOGY INC   2023-06-30 2024-11-18
4. ALLSTATE CORP COM   2022-11-15 2024-11-18
26. ALPHABET INC/CA   2024-03-20 2024-11-18
8. ALPHABET INC/CA   2023-07-31 2024-11-18
26. AMAZON COM INC   2024-03-20 2024-11-18
10. AMERICAN INTERNATIONAL GROUP   2020-08-07 2024-11-18
6. AMETEK INC NEW   2024-04-09 2024-11-18
26. APPLE INC   2024-07-23 2024-11-18
8. APPLIED MATERIALS INC   2024-03-20 2024-11-18
5. ASSURANT INC   2024-11-14 2024-11-18
20. BANK OF AMERICA CORP   2024-04-09 2024-11-18
10. BAXTER INTL INC COM   2024-09-13 2024-11-18
7. BECTON DICKINSON AND COMPANY   2023-08-31 2024-11-18
6. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-11-18
10. BIO-TECHNE CORP   2024-02-21 2024-11-18
10. BRISTOL MYERS SQUIBB CO COM   2024-09-13 2024-11-18
5. CME GROUP INC   2024-02-21 2024-11-18
2. CME GROUP INC   2021-11-24 2024-11-18
10. CELSIUS HOLDINGS INC   2024-07-23 2024-11-18
30. CHEWY INC - CLASS A   2023-09-25 2024-11-18
30. CISCO SYS INC   2023-08-31 2024-11-18
10. CONOCOPHILLIPS   2024-03-20 2024-11-18
4. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-18
10. COSTAR GROUP INC   2024-04-09 2024-11-18
6. DANAHER CORP COMMON   2024-01-08 2024-11-18
10. DEXCOM INC   2024-04-25 2024-11-18
8. DISNEY (WALT) COMPANY HOLDING CO.   2024-03-20 2024-11-18
20. DOMINION RES INC VA NEW   2024-04-09 2024-11-18
30. EQT CORP COM   2024-03-20 2024-11-18
30. FIRST HORIZON NATL CORP   2024-03-20 2024-11-18
30. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2024-04-09 2024-11-18
4. GE VERNOVA LLC   2024-08-08 2024-11-18
10. GENERAL MOTORS CO   2024-03-20 2024-11-18
10. GILEAD SCIENCES INC   2024-10-24 2024-11-18
2. GOLDMAN SACHS GROUP INC   2024-02-21 2024-11-18
19. HOWMET AEROSPACE INC   2024-04-09 2024-11-18
4. HUBBELL INC COM   2024-10-24 2024-11-18
2. HUBSPOT INC   2023-06-30 2024-11-18
5. ILLUMINA INC   2023-07-31 2024-11-18
11. INGERSOLL RAND INC   2024-02-21 2024-11-18
20. INTERNATIONAL PAPER COMPANY COMMON   2024-09-12 2024-11-18
3. INTUITIVE SURGICAL INC   2024-06-12 2024-11-18
7. J P MORGAN CHASE & CO   2017-11-20 2024-11-18
40. KENVUE INC   2024-04-09 2024-11-18
5. L3HARRIS TECHNOLOGIES INC   2024-08-27 2024-11-18
3. LABCORP HOLDINGS INC   2024-07-25 2024-11-18
20. LAS VEGAS SANDS CORP   2022-06-08 2024-11-18
1. LULULEMON ATHLETICA INC   2024-01-08 2024-11-18
3. MARATHON PETROLEUM CORP   2023-12-14 2024-11-18
17. MICROSOFT CORP COM   2024-02-21 2024-11-18
1. NETFLIX COM INC   2023-06-30 2024-11-18
10. NEWMONT MINING CORP   2023-12-14 2024-11-18
55. NVIDIA CORP   2024-02-21 2024-11-18
6. NVIDIA CORP   2023-11-10 2024-11-18
10. OMNICOM GROUP INC COM   2024-05-08 2024-11-18
4. PHILLIPS 66   2024-03-20 2024-11-18
4. PINDUODUO INC-ADR   2024-10-31 2024-11-18
4. REPLIGEN CORP   2023-08-31 2024-11-18
2. ROPER TECHNOLOGIES INC   2024-02-21 2024-11-18
10. SANOFI-SYNTHELABO   2023-12-14 2024-11-18
7. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-18
30. SCHLUMBERGER LIMITED COM   2023-09-01 2024-11-18
10. BLOCK INC   2023-06-30 2024-11-18
5. 3M CO   2024-07-23 2024-11-18
10. US BANCORP DEL   2024-10-24 2024-11-18
10. UBER TECHNOLOGIES INC   2023-07-31 2024-11-18
1. UNITED HEALTH GROUP INC   2016-09-14 2024-11-18
10. VERALTO CORP-W/I   2024-04-09 2024-11-18
10. VOYA FINANCIAL INC   2024-07-26 2024-11-18
4. ZOETIS INC   2024-01-08 2024-11-18
1. AON PLC/IRELAND A   2024-07-25 2024-11-18
10. CRH PLC   2023-09-25 2024-11-18
20. JOHNSON CTLS INTL PLC   2024-04-09 2024-11-18
20. MEDTRONIC PLC   2024-01-08 2024-11-18
3. RENAISSANCERE HLDGS LTD   2023-12-14 2024-11-18
2. TRANE TECHNOLOGIES PLC   2012-02-16 2024-11-18
3. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2024-11-18
220. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
63. DEXCOM INC   2024-04-25 2024-11-26
86. DEXCOM INC   2024-07-25 2024-11-26
110. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
460. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
99. ALLSTATE CORP COM   2022-11-15 2025-01-10
54. APPLIED MATERIALS INC   2024-03-20 2025-01-10
36. APPLIED MATERIALS INC   2023-09-25 2025-01-10
110. BIO-TECHNE CORP   2024-02-21 2025-01-10
110. EQT CORP COM   2024-12-13 2025-01-10
55. HUBBELL INC COM   2024-08-27 2025-01-10
220. NEWMONT MINING CORP   2023-12-14 2025-01-10
90. PINDUODUO INC-ADR   2024-10-31 2025-01-10
15. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
40. BIO-TECHNE CORP   2024-02-21 2025-01-13
7. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
25. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
69. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
30000. SHELL INTL FIN 2.875% 5/10/26   2022-08-02 2025-01-29
30000. WELLS FARGO & CO 2.188% 4/30/26   2022-03-16 2025-02-04
56. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
30. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
26. CONSTELLATION ENERGY CORP   2023-09-25 2025-02-21
38. GE VERNOVA LLC   2024-08-08 2025-03-10
13. APPLE INC   2024-07-24 2025-03-12
13. APPLE INC   2023-08-31 2025-03-12
102. CME GROUP INC   2019-03-04 2025-03-12
90. CONOCOPHILLIPS   2024-03-20 2025-03-17
200. EQT CORP COM   2024-03-20 2025-03-17
160. EQT CORP COM   2024-12-13 2025-03-17
280. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
25000. ROYAL BANK OF SCOTLAND GROUP P   2023-08-08 2025-03-19
140. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
25000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26   2021-08-31 2025-04-02
68. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
30000. HOME DEPOT INC 2.875% 4/15/27   2022-03-31 2025-04-07
260. US BANCORP DEL   2024-10-24 2025-04-10
2. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
3. HUBSPOT INC   2023-06-30 2025-04-14
170. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
80. SANOFI-SYNTHELABO   2023-12-14 2025-04-15
200. SANOFI-SYNTHELABO   2023-12-14 2025-04-16
279. INGERSOLL RAND INC   2024-02-21 2025-04-25
110. CHEWY INC - CLASS A   2023-09-25 2025-04-29
23. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
9120.172 ARISTOTLE FLTNG RT INC-I   2022-10-20 2025-05-02
714.286 BNYM GLBL RL EST SEC-Y   2019-06-04 2025-05-02
4516.129 T ROWE PRICE INST HIGH YIELD   2023-09-08 2025-05-05
30000. BARCLAYS PLC 2.852% 5/07/26   2021-10-12 2025-05-07
50. DEXCOM INC   2025-01-15 2025-05-23
4. ALPHABET INC/CA   2025-03-20 2025-05-29
66. ALPHABET INC/CA   2023-06-01 2025-05-29
25000. U S BANCORP 5.727% 10/21/26   2022-11-28 2025-06-03
97. CONOCOPHILLIPS   2024-08-01 2025-06-04
32. CONOCOPHILLIPS   2024-03-20 2025-06-04
75. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
47. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
8158.547 CHAMPLAIN MID CAP FUND-INS   2020-04-21 2025-06-18
183.369 ARISTOTLE FLTNG RT INC-I   2022-10-20 2025-06-18
2144.083 BNYM INTL STCK-Y   2025-05-02 2025-06-18
856.344 BNYM INTL STCK-Y   2019-06-04 2025-06-18
102. ISHARES S&P 500 INDEX FUND   2024-04-09 2025-06-18
915. ISHARES CORE MSCI EAFE ETF   2022-10-20 2025-06-18
748.731 T ROWE PRICE INST HIGH YIELD   2023-09-08 2025-06-18
100. ALPHABET INC/CA   2023-04-14 2025-06-24
300. GENERAL MOTORS CO   2024-03-20 2025-06-30
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CAPITAL GAIN DIVIDENDS P    
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 5   11 -6
b 6,161   5,464 697
c 20,440   15,730 4,710
d 305   524 -219
e 2,871   2,594 277
16,459   14,455 2,004
10,673   10,897 -224
4,048   5,795 -1,747
2,340   2,132 208
15,355   8,574 6,781
1,295   1,892 -597
2,367   3,340 -973
8,677   5,936 2,741
13,384   20,330 -6,946
1,200   1,112 88
4,864   4,915 -51
3,675   5,098 -1,423
4,207   5,010 -803
24,665   24,971 -306
14,342   14,623 -281
9,358   4,772 4,586
14,008   1,806 12,202
9,149   692 8,457
4,941   4,908 33
19,764   22,031 -2,267
2,082   258 1,824
19,543   2,433 17,110
11,996   11,762 234
4,978   4,931 47
19,911   22,321 -2,410
12,255   14,745 -2,490
8,623   4,168 4,455
17,317   15,340 1,977
11,919   11,197 722
24,613   25,043 -430
24,757   25,632 -875
24,779   26,719 -1,940
13,205   12,482 723
1,030   972 58
3,606   3,434 172
6,697   7,315 -618
3,371   2,954 417
5,619   4,953 666
1,499   1,360 139
7,682   5,436 2,246
13,645   10,753 2,892
4,312   2,211 2,101
1,816   892 924
1,555   1,603 -48
5,337   4,431 906
4,744   1,066 3,678
1,379   1,102 277
694   1,062 -368
795   528 267
4,513   3,849 664
1,389   1,059 330
5,250   4,581 669
763   301 462
1,157   1,085 72
5,954   5,836 118
1,368   1,601 -233
1,103   1,073 30
938   753 185
322   399 -77
1,578   1,957 -379
2,832   2,163 669
664   713 -49
567   490 77
1,139   1,073 66
455   457 -2
256   477 -221
953   546 407
1,730   1,724 6
1,139   1,216 -77
919   446 473
723   953 -230
1,382   1,393 -11
776   1,381 -605
910   921 -11
1,163   989 174
1,336   1,012 324
610   453 157
1,300   1,535 -235
1,311   704 607
567   422 145
883   889 -6
1,179   772 407
2,152   1,252 900
1,784   1,801 -17
1,346   1,064 282
652   932 -280
1,122   974 148
1,154   957 197
1,604   1,279 325
1,721   694 1,027
958   817 141
1,230   1,145 85
721   634 87
977   741 236
311   491 -180
477   447 30
7,054   6,785 269
841   440 401
420   413 7
7,677   3,697 3,980
838   287 551
991   951 40
528   629 -101
468   483 -15
492   695 -203
1,099   1,093 6
484   486 -2
736   802 -66
1,305   1,805 -500
882   661 221
651   524 127
507   484 23
681   493 188
592   133 459
1,026   893 133
812   734 78
707   781 -74
381   302 79
999   560 439
1,682   1,308 374
1,773   1,724 49
783   581 202
824   49 775
699   622 77
6,089   10,368 -4,279
4,879   8,703 -3,824
6,660   9,425 -2,765
4,420   5,945 -1,525
18,485   25,444 -6,959
17,732   13,062 4,670
9,240   10,805 -1,565
6,160   4,903 1,257
8,077   7,839 238
5,403   5,002 401
23,181   22,332 849
8,586   9,086 -500
8,544   10,871 -2,327
7,561   8,201 -640
3,015   2,850 165
3,612   3,827 -215
12,899   13,115 -216
17,045   19,288 -2,243
29,425   29,408 17
29,814   29,650 164
12,675   13,109 -434
6,790   7,861 -1,071
7,397   2,900 4,497
10,285   6,685 3,600
2,817   2,914 -97
2,817   2,453 364
26,047   20,254 5,793
8,979   10,945 -1,966
10,269   6,746 3,523
8,216   7,276 940
20,544   13,806 6,738
25,059   24,745 314
10,360   16,033 -5,673
24,716   26,881 -2,165
9,714   11,114 -1,400
29,212   29,823 -611
9,673   12,587 -2,914
1,060   721 339
1,614   1,596 18
7,033   10,933 -3,900
4,055   3,887 168
10,209   9,616 593
20,903   24,704 -3,801
4,081   2,003 2,078
6,213   11,292 -5,079
85,000   83,358 1,642
6,000   6,664 -664
35,000   34,097 903
30,000   31,138 -1,138
4,212   4,055 157
687   651 36
11,329   8,652 2,677
25,091   25,420 -329
8,361   10,518 -2,157
2,758   3,891 -1,133
12,873   4,944 7,929
8,096   3,098 4,998
194,500   146,500 48,000
1,720   1,676 44
50,236   50,000 236
20,064   16,108 3,956
61,137   53,017 8,120
74,252   49,573 24,679
5,900   5,653 247
16,751   11,579 5,172
14,730   12,652 2,078
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
      28,564
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       -6
b       697
c       4,710
d       -219
e       277
      2,004
      -224
      -1,747
      208
      6,781
      -597
      -973
      2,741
      -6,946
      88
      -51
      -1,423
      -803
      -306
      -281
      4,586
      12,202
      8,457
      33
      -2,267
      1,824
      17,110
      234
      47
      -2,410
      -2,490
      4,455
      1,977
      722
      -430
      -875
      -1,940
      723
      58
      172
      -618
      417
      666
      139
      2,246
      2,892
      2,101
      924
      -48
      906
      3,678
      277
      -368
      267
      664
      330
      669
      462
      72
      118
      -233
      30
      185
      -77
      -379
      669
      -49
      77
      66
      -2
      -221
      407
      6
      -77
      473
      -230
      -11
      -605
      -11
      174
      324
      157
      -235
      607
      145
      -6
      407
      900
      -17
      282
      -280
      148
      197
      325
      1,027
      141
      85
      87
      236
      -180
      30
      269
      401
      7
      3,980
      551
      40
      -101
      -15
      -203
      6
      -2
      -66
      -500
      221
      127
      23
      188
      459
      133
      78
      -74
      79
      439
      374
      49
      202
      775
      77
      -4,279
      -3,824
      -2,765
      -1,525
      -6,959
      4,670
      -1,565
      1,257
      238
      401
      849
      -500
      -2,327
      -640
      165
      -215
      -216
      -2,243
      17
      164
      -434
      -1,071
      4,497
      3,600
      -97
      364
      5,793
      -1,966
      3,523
      940
      6,738
      314
      -5,673
      -2,165
      -1,400
      -611
      -2,914
      339
      18
      -3,900
      168
      593
      -3,801
      2,078
      -5,079
      1,642
      -664
      903
      -1,138
      157
      36
      2,677
      -329
      -2,157
      -1,133
      7,929
      4,998
      48,000
      44
      236
      3,956
      8,120
      24,679
      247
      5,172
      2,078
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 188,516
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 4,269
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 4,269
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 4,269
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,060
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 7,060
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,791
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,136 Refundedright arrow 11 655
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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 (610) 254-1199

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)
 
No
(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
 
 
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
CAROLINE A MORAN DIRECTOR
1 		0    
772 SUGARTOWN ROAD
MALVERN,PA19355
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
5,010,766
b
Average of monthly cash balances.......................
1b
160,938
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,171,704
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
5,171,704
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,576
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,094,128
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
254,706
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
254,706
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,269
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,269
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
250,437
4
Recoveries of amounts treated as qualifying distributions................
4
50,923
5
Add lines 3 and 4............................
5
301,360
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
301,360
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
208,331
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
208,331
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 7 301,360
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 47,198
c From 2021...... 21
d From 2022...... 66,399
e From 2023...... 72,103
f Total of lines 3a through e ........ 185,721
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 208,331
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 208,331
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 93,029 93,029
(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 92,692
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		92,692
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 20,589
d Excess from 2023.... 72,103
e Excess from 2024....  
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

PA NATIONAL HORSE SHOW

PO BOX 6815
HARRISBURG,PA17112 		NONE PC GENERAL OPERATING 10,500

EQUUS FOUNDATION

168 LONG LOTS ROAD
WESTPORT,CT06880 		NONE PC GENERAL OPERATING 10,000

WARRENTON HORSE SHOW FOUNDATION

PO BOX 535
WARRENTON,VA20188 		NONE PC GENERAL OPERATING 25,000

USEA FOUNDATION

525 OLD WATERFORD RD NW
LEESBURG,VA201762050 		NONE PC GENERAL OPERATING 10,000

VIRGINIA HORSE CENTER FOUNDATION

487 MAURY RIVER ROAD
LEXINGTON,VA244500000 		NONE PC GENERAL OPERATING 25,000

DANNY AND RONS RESCUE

341 CANTEY LN
REMBERT,SC291289620 		NONE PC GENERAL OPERATING 100,000

ECHOES

PO BOX 772
DEVON,PA19333 		NONE PC GENERAL OPERATING 5,000

FOOD & FRIENDS

219 RIGGS ROAD NE
WASHINGTON DC,DC20011 		NONE PC GENERAL OPERATING 10,000

NATIONAL HORSE SHOW

2245 STONE GARDEN LANE
LEXINGTON,KY40513 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 205,500
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 ....     14 122,817  
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 ............ 		    18 188,516  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 923  
bFEDERAL TAX REFUND     1 1  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   312,257  
13Total. Add line 12, columns (b), (d), and (e)..................
13
312,257
(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
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 897     897

TY 2024 InvestmentsOtherSchedule2
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 52,961 127,246
254687106 DISNEY (WALT) COMPAN AT COST 27,051 29,638
G5960L103 MEDTRONIC PLC AT COST 35,797 36,611
037833100 APPLE INC AT COST 50,563 109,766
060505104 BANK OF AMERICA CORP AT COST 27,974 35,017
166764100 CHEVRONTEXACO CORP      
64110L106 NETFLIX COM INC AT COST 8,368 25,443
12572Q105 CME GROUP INC AT COST 10,366 16,262
G29183103 EATON CORP PLC      
594918104 MICROSOFT CORP COM AT COST 52,552 185,037
852234103 BLOCK INC AT COST 15,207 15,624
05588F709 BNYM GLBL RL EST SEC AT COST 53,453 51,361
02079K305 ALPHABET INC/CA AT COST 31,362 99,394
05587K857 BNYM INTL STCK-Y AT COST 133,726 170,766
46625H100 J P MORGAN CHASE & C AT COST 15,347 44,936
929089100 VOYA FINANCIAL INC AT COST 7,723 13,490
718172109 PHILIP MORRIS INTERN AT COST 10,435 18,577
91324P102 UNITED HEALTH GROUP AT COST 5,197 12,167
026874784 AMERICAN INTERNATION AT COST 9,568 19,686
00766Y513 CHAMPLAIN MID CAP FU      
00771X419 G Q G PART EMERG MKT AT COST 108,950 150,859
G8994E103 TRANE TECHNOLOGIES P AT COST 1,187 20,996
14064D873 F&T BHVRL SM CAP EQ- AT COST 57,911 128,339
67066G104 NVIDIA CORP AT COST 34,457 207,599
37045V100 GENERAL MOTORS CO AT COST 12,652 14,763
235851102 DANAHER CORP COMMON AT COST 34,616 30,421
110122CN6 BRISTOL-MYERS SQUIBB      
437076CN0 HOME DEPOT INC      
00206R102 AT&T INC AT COST 22,718 37,622
458140AS9 INTEL CORP      
06738EBL8 BARCLAYS PLC      
172967MQ1 CITIGROUP INC      
20030NCS8 COMCAST CORP      
517834107 LAS VEGAS SANDS CORP AT COST 12,857 16,099
95000U2N2 WELLS FARGO & CO      
38145GAH3 GOLDMAN SACHS GROUP AT COST 31,379 29,649
037833CJ7 APPLE INC      
126650CL2 C V S HEALTH CORP      
21684AAF3 COOPERATIEVE RABOBAN AT COST 26,962 24,799
00206RGL0 A T & T INC AT COST 23,895 24,896
020002101 ALLSTATE CORP COM      
025816DB2 AMERICAN EXPRESS CO AT COST 26,123 25,913
03990B101 ARES MANAGEMENT CORP      
04045F592 ARISTOTLE FLTNG RT I AT COST 25,792 26,554
05565QDN5 B P CAP MKTS PLC AT COST 29,000 29,425
06368LGV2 BANK OF MONTREAL AT COST 25,368 25,567
13607HR61 CANADIAN IMPERIAL BA AT COST 28,562 29,616
233203421 DFA EMERG MKTS CORE AT COST 58,801 83,951
30303M8G0 META PLATFORMS INC AT COST 23,655 24,761
31618H283 FIDELITY ADV INTL SM AT COST 55,389 86,150
35671D857 FREEPORT-MCMORAN COP AT COST 22,238 21,675
464287457 ISHARES 1-3 YEAR TRE AT COST 290,384 294,982
464287507 ISHARES TR S&P MIDCA AT COST 422,829 488,408
464287804 ISHARES TR S & P SMA AT COST 75,470 81,093
46432F842 ISHARES CORE MSCI EA AT COST 94,813 146,090
46647PDG8 JPMORGAN CHASE & CO AT COST 24,989 25,261
693475BR5 P N C FINANCIAL SERV AT COST 24,932 25,891
70450YAD5 PAYPAL HLDGS INC AT COST 28,780 29,460
716973AC6 PFIZER INVESTMENT EN AT COST 24,833 25,200
78016EZD2 ROYAL BANK OF CANADA AT COST 29,256 29,711
80105N105 SANOFI-SYNTHELABO      
806857108 SCHLUMBERGER LIMITED      
822582BT8 SHELL INTL FIN      
89236TKQ7 TOYOTA MOTOR CREDIT AT COST 25,377 25,303
91159HJH4 U S BANCORP      
961214FA6 WESTPAC BANKING CORP      
G4863A108 INTERNATIONAL GAME T      
016255101 ALIGN TECHNOLOGY INC AT COST 23,018 12,306
031100100 AMETEK INC NEW AT COST 21,914 22,439
038222105 APPLIED MATERIALS IN AT COST 9,807 13,181
05964HAU9 BANCO SANTANDER SA AT COST 25,207 25,826
06051GLG2 BANK OF AMERICA CORP AT COST 24,968 25,549
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 40,963 57,321
09073M104 BIO-TECHNE CORP      
16679L109 CHEWY INC - CLASS A AT COST 8,714 20,458
17275R102 CISCO SYS INC AT COST 30,139 40,240
172908105 CINTAS CORP      
172967424 CITIGROUP INC      
20825C104 CONOCOPHILLIPS      
21037T109 CONSTELLATION ENERGY AT COST 8,253 23,884
22160N109 COSTAR GROUP INC AT COST 18,726 18,492
22550L2K6 CREDIT SUISSE NEW YO AT COST 24,838 25,386
24422EXH7 JOHN DEERE CAPITAL C AT COST 24,652 25,273
251526CW7 DEUTSCHE BANK NY AT COST 24,968 25,897
252131107 DEXCOM INC AT COST 12,166 13,094
25746U109 DOMINION RES INC VA AT COST 21,473 24,869
26884L109 EQT CORP COM AT COST 13,817 23,911
28176E108 EDWARDS LIFESCIENCES      
320517105 FIRST HORIZON NATL C AT COST 10,123 14,204
337738AU2 FISERV INC AT COST 28,015 28,899
38141G104 GOLDMAN SACHS GROUP AT COST 21,967 37,511
384747101 GRAIL INC      
404280DZ9 HSBC HOLDINGS PLC AT COST 24,553 25,357
443201108 HOWMET AEROSPACE INC AT COST 13,117 37,040
443573100 HUBSPOT INC AT COST 20,743 21,709
452327109 ILLUMINA INC AT COST 17,377 11,163
45687V106 INGERSOLL RAND INC      
46120E602 INTUITIVE SURGICAL I AT COST 19,002 26,084
464287200 ISHARES S&P 500 INDE AT COST 9,356 11,176
49177J102 KENVUE INC AT COST 17,066 17,581
502431109 L3HARRIS TECHNOLOGIE AT COST 24,842 28,847
504922105 LABCORP HOLDINGS INC AT COST 14,356 18,638
53944YAZ6 LLOYDS BANKING GROUP AT COST 24,991 25,339
550021109 LULULEMON ATHLETICA      
56585A102 MARATHON PETROLEUM C AT COST 10,273 11,462
61747YFA8 MORGAN STANLEY AT COST 25,025 25,437
651639106 NEWMONT MINING CORP AT COST 14,819 19,226
66987V109 NOVARTIS AG SPNSRD A      
674599105 OCCIDENTAL PETROLEUM      
681919106 OMNICOM GROUP INC CO AT COST 21,826 16,546
718546104 PHILLIPS 66 AT COST 15,405 11,691
759916109 REPLIGEN CORP AT COST 14,489 11,567
776696106 ROPER INDS INC NEW      
778296103 ROSS STORES INC      
77958B204 T ROWE PRICE INST HI AT COST 25,360 26,670
780097BA8 ROYAL BANK OF SCOTLA      
803607100 SAREPTA THERAPEUTICS      
86562MCR9 SUMITOMO MITSUI FINL AT COST 24,806 25,740
89115A2S0 TORONTO-DOMINION BAN AT COST 25,068 25,308
89788MAN2 TRUIST FINANCIAL COR AT COST 24,480 25,336
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 16,835 20,089
92343VER1 VERIZON COMMUNICATIO AT COST 24,542 25,104
98978V103 ZOETIS INC AT COST 16,145 14,036
G25508105 CRH PLC AT COST 10,638 17,442
G51502105 JOHNSON CTLS INTL PL AT COST 25,301 38,234
G7496G103 RENAISSANCERE HLDGS AT COST 13,546 17,003
H01301128 ALCON INC AT COST 18,388 17,656
00287YDZ9 ABBVIE INC AT COST 25,361 25,600
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 25,398 25,451
04621X108 ASSURANT INC AT COST 16,742 15,404
049468101 ATLASSIAN CORP AT COST 10,364 9,139
05464C101 AXON ENTERPRISE INC AT COST 14,256 20,699
06738ECY9 BARCLAYS PLC AT COST 25,176 25,537
071813109 BAXTER INTL INC COM AT COST 15,946 13,626
08265T208 BENTLEY SYSTEMS INC AT COST 11,028 12,413
09075V102 BIONTECH SE-ADR AT COST 10,173 10,647
110122108 BRISTOL MYERS SQUIBB AT COST 14,692 13,887
11135F101 BROADCOM INC AT COST 22,679 29,770
126408103 CSX CORP COM AT COST 16,254 16,641
14040H105 CAPITAL ONE FINL COR AT COST 10,606 13,191
14949P208 CAUSEWAY CAP MGMT TR AT COST 170,000 175,060
17275RBR2 CISCO SYSTEMS INC AT COST 25,599 25,620
172967PF2 CITIGROUP INC AT COST 25,252 25,506
20030NCA7 COMCAST CORP AT COST 29,048 29,222
25278X109 DIAMONDBACK ENERGY I AT COST 15,407 14,839
25659T107 DOLBY LABORATORIES I AT COST 16,493 15,595
30231G102 EXXON MOBIL CORP AT COST 26,603 25,117
36828A101 GE VERNOVA LLC AT COST 8,790 26,458
375558103 GILEAD SCIENCES INC AT COST 10,666 13,304
42809H107 HESS CORP AT COST 10,213 9,421
437076DC3 HOME DEPOT INC/THE AT COST 25,273 25,518
443510607 HUBBELL INC COM AT COST 32,914 35,532
458140CE8 INTEL CORP AT COST 25,055 25,316
45866F104 INTERCONTINENTALEXCH AT COST 10,320 11,192
460146103 INTERNATIONAL PAPER AT COST 15,430 15,454
478160104 JOHNSON & JOHNSON CO AT COST 27,732 26,884
57636Q104 MASTERCARD INC AT COST 16,081 16,296
59156R108 METLIFE INC AT COST 11,765 11,259
606822DE1 MITSUBISHI UFJ FIN G AT COST 25,291 25,644
60687YCZ0 MIZUHO FINANCIAL GRO AT COST 25,622 25,957
60937P106 MONGODB INC AT COST 17,849 11,129
639057AS7 NATWEST GROUP PLC AT COST 24,885 25,287
808513105 SCHWAB CHARLES CORP AT COST 9,594 11,861
81762P102 SERVICENOW INC AT COST 24,171 24,674
82509L107 SHOPIFY INC-A W/I AT COST 16,622 17,764
871607107 SYNOPSYS INC COM AT COST 12,108 13,842
88579Y101 3M CO AT COST 10,316 15,072
91159HJV3 US BANCORP AT COST 25,184 25,501
95000U3E1 WELLS FARGO & CO AT COST 30,556 30,977
G0403H108 AON PLC/IRELAND A AT COST 10,501 12,487
L8681T102 SPOTIFY TECHNOLOGY S AT COST 9,756 13,045
V7780T103 ROYAL CARIBBEAN CRUI AT COST 10,776 16,283

TY 2024 OtherDecreasesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Description Amount
CY PURCHASE OF ACCRUED INTEREST 842
CY PENDING SALES 2,079
COST BASIS ADJUSTMENT 530


TY 2024 OtherExpensesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 12 12   0


TY 2024 OtherIncomeSchedule2
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 923 0  
FEDERAL TAX REFUND 1 0  


TY 2024 OtherIncreasesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Description Amount
RECOVERY OF GRANTS PAID 50,000
MUTUAL FUND TIMING ADJ 999
PY PURCHASE OF ACCRUED INTEREST 1,967


TY 2024 OtherProfessionalFeesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,835 2,901   1,934


TY 2024 TaxesSchedule
Name:
GOSHEN HILL FOUNDATION INC-IMA
EIN:
41-2160007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 947 947   0
FEDERAL TAX PAYMENT - PRIOR YE 4,285 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,060 0   0
FOREIGN TAXES ON NONQUALIFIED 318 318   0