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
WILBUR E POSTLES SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

51-6010602
B Telephone number (see instructions)

(412) 768-9680
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$8,269,941
J 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... 187,789 187,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 267,278
b Gross sales price for all assets on line 6a 1,316,419
7 Capital gain net income (from Part IV, line 2)... 267,278
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)....... 59 19  
12 Total. Add lines 1 through 11........ 455,126 454,491  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,864 58,501   42,363
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 7,752 0 0 7,752
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 7,642 4,836   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)....... 17,325 8,925   8,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 133,583 72,262 0 58,515
25 Contributions, gifts, grants paid....... 315,800 315,800
26 Total expenses and disbursements. Add lines 24 and 25 449,383 72,262 0 374,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,743
b Net investment income (if negative, enter -0-) 382,229
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......... 167,975 189,430 189,430
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)....... 1,749,934 Click to see attachment
List of Attached Documents:
// Content
1,746,814
3,843,698
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).......... 3,987,828 Click to see attachment
List of Attached Documents:
// Content
3,986,473
4,236,813
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) 5,905,737 5,922,717 8,269,941
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........ 5,905,737 5,922,717
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)..... 5,905,737 5,922,717
30 Total liabilities and net assets/fund balances (see instructions). 5,905,737 5,922,717
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
5,905,737
2
Enter amount from Part I, line 27a .....................
2
5,743
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,089
4
Add lines 1, 2, and 3 ..........................
4
5,931,569
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,852
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,922,717
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 52. HALOZYME THERAPEUTICS INC     2024-01-03
b 6. LAMB WESTON HOLDING INC-W/I   2020-04-29 2024-01-04
c .404 ARCADIUM LITHIUM PLC MERGED 03/06/25   2019-09-17 2024-01-05
d 4. KINSALE CAPITAL GROUP INC   2019-12-31 2024-01-08
e 9. LPL FINANCIAL HOLDINGS INC   2020-08-07 2024-01-08
18. LATTICE SEMICONDUCTOR CORP   2020-03-05 2024-01-08
8. SILICON LABORATORIES INC   2018-01-29 2024-01-08
48. THERMON GROUP HOLDINGS INC     2024-01-08
46. SCHRODINGER INC     2024-01-09
26. D R HORTON INC     2024-01-11
1550. KENVUE INC   2005-06-22 2024-01-12
570. TARGET CORP   2011-10-03 2024-01-12
361. NITORI HLDGS CO LTD-UNSP ADR SEDOL BL6Z544     2024-01-18
5. SUPER MICRO COMPUTER INC EXCH 10/01/24   2023-06-26 2024-01-22
127. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2     2024-01-23
91. KYOCERA CORP SPON ADR     2024-01-23
139. TESCO PLC ADR SEDOL BM991K8 ISIN US8815754010     2024-01-23
3. PROGRESSIVE CORP OHIO   2021-11-24 2024-01-24
6. CHART INDUSTRIES INC   2017-09-21 2024-01-25
47. DMC GLOBAL INC     2024-01-26
4. F5 INC   2021-07-28 2024-01-26
9. FORM FACTOR INC   2018-06-04 2024-01-26
1. LITTELFUSE INC   2012-07-31 2024-01-26
8. PROGRESSIVE CORP OHIO   2021-11-24 2024-01-26
5. REINSURANCE GROUP OF AMERICA   2016-09-07 2024-01-26
13. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2021-06-16 2024-01-26
2. KINSALE CAPITAL GROUP INC   2019-12-31 2024-01-29
3. CASEYS GENERAL STORES INC   2018-09-07 2024-01-31
.087 MONDI PLC UNSP ADR SEDOL BRJZ6V7   2021-03-12 2024-01-31
4. WINGSTOP INC     2024-01-31
95. THERMON GROUP HOLDINGS INC     2024-02-05
9. AMERICAN INTERNATIONAL GROUP,INC   2020-12-30 2024-02-06
38. DENALI THERAPEUTICS INC     2024-02-06
168. EVERI HOLDINGS INC     2024-02-06
5. FIVE BELOW   2022-11-30 2024-02-06
18. INTELLIA THERAPEUTICS INC   2023-07-06 2024-02-06
18. INTELLIA THERAPEUTICS INC   2021-06-02 2024-02-06
4. KARUNA THERAPEUTICS INC MERGED 03/18/2024 @ $330.00 P/S   2020-05-20 2024-02-06
3. REINSURANCE GROUP OF AMERICA   2016-09-07 2024-02-06
6. CHART INDUSTRIES INC   2017-09-21 2024-02-07
4. DOVER CORP   2017-01-09 2024-02-07
1. PARKER HANNIFIN CORP   2016-09-07 2024-02-07
7. SILICON LABORATORIES INC     2024-02-07
3. SNAP ON INC   2017-08-01 2024-02-09
3. SUPER MICRO COMPUTER INC EXCH 10/01/24   2023-06-26 2024-02-09
7. AMERICAN INTERNATIONAL GROUP,INC   2020-12-30 2024-02-13
4. DOVER CORP     2024-02-13
11. PIONEER NAT RES CO MERGED 05/03/2024   2020-10-21 2024-02-13
2. REINSURANCE GROUP OF AMERICA   2016-09-07 2024-02-13
16. TAIWAN SEMICONDUCTOR MTG CO ADR   2014-01-13 2024-02-14
2. SUPER MICRO COMPUTER INC EXCH 10/01/24     2024-02-15
2. KINSALE CAPITAL GROUP INC   2022-10-03 2024-02-16
12. BOOT BARN HOLDINGS INC     2024-02-22
7. DIAMOND BACK ENERGY INC   2022-06-22 2024-02-22
81. LIBERTY ENERGY INC     2024-02-22
2. PLANET FITNESS INC - CL A   2023-02-27 2024-02-22
13. PLANET FITNESS INC - CL A   2016-10-27 2024-02-22
3. POOL CORP   2017-04-05 2024-02-22
54. COPART INC     2024-02-23
16. PTC INC     2024-02-23
10. WESCO INTERNATIONAL INC   2022-08-17 2024-02-26
20. CELSIUS HOLDINGS INC   2021-03-12 2024-02-27
13. CHART INDUSTRIES INC     2024-02-27
4. CINTAS CORP   2023-10-10 2024-02-27
6. PLANET FITNESS INC - CL A   2023-02-27 2024-02-27
16. TREX COMPANY INC   2019-11-26 2024-02-27
6. MARKETAXESS HLDGS INC   2023-09-07 2024-02-28
5. WESCO INTERNATIONAL INC   2023-03-28 2024-02-28
11. WESCO INTERNATIONAL INC     2024-02-28
6. HERC HOLDINGS INC   2022-04-22 2024-02-29
15. AAR CORP   2021-11-22 2024-03-01
8. FRANKLIN ELECTRIC INC   2011-05-04 2024-03-01
7. HOULIHAN LOKEY INC   2019-06-03 2024-03-01
13. PARSONS CORP   2021-04-01 2024-03-01
7. SPX TECHNOLOGIES   2022-06-06 2024-03-01
1. SUPER MICRO COMPUTER INC EXCH 10/01/24   2023-08-18 2024-03-04
2. SUPER MICRO COMPUTER INC EXCH 10/01/24     2024-03-06
2. CASEYS GENERAL STORES INC     2024-03-08
11. CELSIUS HOLDINGS INC   2021-03-12 2024-03-08
29. GXO LOGISTICS INC-W/I   2023-06-22 2024-03-08
73. GXO LOGISTICS INC-W/I   2023-02-09 2024-03-08
10. HERC HOLDINGS INC   2022-04-22 2024-03-11
107. LIBERTY ENERGY INC     2024-03-15
32. ARROWHEAD PHARMACEUTICALS INC   2023-07-06 2024-03-18
41. ARROWHEAD PHARMACEUTICALS INC     2024-03-18
184. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2     2024-03-18
79. HONDA MOTOR CO LTD AMERICAN SHARES     2024-03-18
3. IDEXX LABS INC   2018-06-25 2024-03-18
367. KINGFISHER PLC SPONSORED ADR     2024-03-18
19. TOYOTA INDUSTRIES-UNSPON ADR     2024-03-19
26. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5     2024-03-19
6. ICON PLC SEDOL B94G471     2024-03-19
9. CAVA GROUP INC   2023-06-16 2024-03-20
4. CELSIUS HOLDINGS INC   2021-03-12 2024-03-20
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2024-03-20
69. METHODE ELECTRONICS INC     2024-03-20
26. PLANET FITNESS INC - CL A     2024-03-20
4. PLANET FITNESS INC - CL A   2023-02-27 2024-03-20
2. WINGSTOP INC   2022-05-10 2024-03-20
133. KYOCERA CORP SPON ADR     2024-03-21
46. BHP GROUP LTD SPONSORED ADR   2021-03-09 2024-03-22
10. CONMED CORP   2023-09-19 2024-03-22
38. TAIWAN SEMICONDUCTOR MTG CO ADR   2014-01-13 2024-03-22
27. DIGITAL RLTY TR INC     2024-03-25
218. HAIER SMART HOME CO LTD-ADR SEDOL BLPKFN9   2021-12-07 2024-03-25
96. SHISEIDO LTD SPON ADR   2022-05-02 2024-03-25
7. CELSIUS HOLDINGS INC   2021-03-12 2024-04-02
39. GUARDANT HEALTH INC   2023-07-13 2024-04-03
9. CELSIUS HOLDINGS INC   2021-03-12 2024-04-05
3. ENTEGRIS, INC   2015-06-25 2024-04-05
3. HOULIHAN LOKEY INC   2019-06-03 2024-04-05
6. KINSALE CAPITAL GROUP INC   2019-12-31 2024-04-05
7. PARSONS CORP   2021-04-01 2024-04-05
3. REINSURANCE GROUP OF AMERICA   2009-02-23 2024-04-05
18. HEXCEL CORP     2024-04-10
6. POOL CORP     2024-04-11
215. CHUGAI PHARMACEUTIC-UNSP ADR SEDOL B39GHN1   2019-03-07 2024-04-15
30. RBC BEARINGS INC     2024-04-15
33. COPT DEFENSE PROPERTIES   2019-06-07 2024-04-17
.5 SYSMEX CORP UNSPONSORED ADR   2012-11-29 2024-04-18
9. SILICON LABORATORIES INC     2024-04-19
596. BANCO SANTANDER S A ADR     2024-04-22
216. KINGFISHER PLC SPONSORED ADR     2024-04-22
185. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2   2020-04-24 2024-04-23
238. KINGFISHER PLC SPONSORED ADR     2024-04-23
216. KYOCERA CORP SPON ADR     2024-04-23
3. PROGRESSIVE CORP OHIO   2021-11-24 2024-04-24
6. WABTEC CORP   2021-03-26 2024-04-24
13. SILICON LABORATORIES INC     2024-04-25
5. WATSCO INC   2022-08-03 2024-04-26
60. DYNATRACE INC   2023-07-27 2024-04-29
23. PAYCOM SOFTWARE INC     2024-04-29
10. GLOBANT SA SEDOL BP40HF4   2021-07-01 2024-04-29
9. BOOT BARN HOLDINGS INC     2024-04-30
7. ELF BEAUTY INC   2023-06-30 2024-04-30
6. CENCORA INC   2016-09-07 2024-05-01
16. BOSTON BEER INC CL A     2024-05-01
2. COMFORT SYS USA INC   2024-02-05 2024-05-01
14. FIRSTCASH HLDGS INC   2022-05-02 2024-05-01
7. FIVE9 INC   2022-05-13 2024-05-03
14. SMARTSHEET INC   2021-12-07 2024-05-03
24. CENTERPOINT ENERGY INC   2020-03-09 2024-05-07
.9 DBS GROUP HLDGS LTD SPONSORED ADR   2011-07-20 2024-05-09
8. WOODWARD INC   2017-09-21 2024-05-09
5. COMFORT SYS USA INC   2024-02-05 2024-05-10
3. POWELL INDUSTRIES INC   2024-04-08 2024-05-10
7. CELSIUS HOLDINGS INC   2021-03-12 2024-05-16
128. SHOALS TECHNOLOGIES GROUP -A     2024-05-20
.978 KONINKLIJKE PHILLIPS NV SPON ADR   2022-09-14 2024-05-21
10. PROGRESSIVE CORP OHIO     2024-05-23
.658 CHIMERA INVT CORP COM SHS   2021-03-30 2024-05-24
8. CASEYS GENERAL STORES INC   2022-10-14 2024-05-29
23. INSMED INC   2019-06-26 2024-05-29
7. CAVA GROUP INC   2023-06-16 2024-06-03
1. SUPER MICRO COMPUTER INC EXCH 10/01/24   2024-02-20 2024-06-05
65. ENVESTNET INC     2024-06-10
17. FIVE BELOW     2024-06-10
218. PEDIATRIX MEDICAL GROUP INC     2024-06-10
99. KONINKLIJKE PHILLIPS NV SPON ADR     2024-06-12
29. NOVARTIS AG SPONSORED ADR   2007-10-22 2024-06-12
20. TAIWAN SEMICONDUCTOR MTG CO ADR   2008-05-07 2024-06-12
191. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2     2024-06-13
13. HITACHI LTD ADR 10 COMMON   2021-09-01 2024-06-13
73. INFINEON TECHNOLOGIES ADR   2019-07-19 2024-06-13
45. RUBRIK INC-A   2024-04-30 2024-06-13
30. TIDEWATER INC     2024-06-20
2. CASEYS GENERAL STORES INC   2022-03-28 2024-06-21
15. RB GLOBAL INC SEDOL BMWGSD8   2018-10-05 2024-06-21
34. HUNT J B TRANSPORT SERVICES INC     2024-06-24
22. RESMED INC     2024-06-24
12. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2016-09-07 2024-06-24
3. ALIGN TECHNOLOGY INC   2023-09-07 2024-06-25
24. ALIGN TECHNOLOGY INC     2024-06-25
20. HEICO CORP NEW     2024-06-25
7. KURA SUSHI USA INC-CLASS A   2024-02-06 2024-06-27
57. ACELYRIN INC   2023-11-08 2024-06-28
7. CINTAS CORP     2024-06-28
27. CYTOKINETICS INC NEW     2024-06-28
50. VIKING THERAPEUTICS INC   2024-01-03 2024-06-28
5. DISCOVER FINANCIAL W/I   2023-12-07 2024-07-01
87. 89BIO INC   2023-07-06 2024-07-02
.8 AIR LIQUIDE ADR   2017-09-26 2024-07-08
10. DONALDSON INC   2023-12-19 2024-07-08
16. TAIWAN SEMICONDUCTOR MTG CO ADR   2014-01-13 2024-07-09
157. ALLIANZ SE - UNSP ADR SEDOL BJXKF26     2024-07-10
37. DBS GROUP HLDGS LTD SPONSORED ADR   2011-07-20 2024-07-10
9. DOLLAR TREE INC   2023-07-14 2024-07-10
44. DOLLAR TREE INC     2024-07-10
87. LATTICE SEMICONDUCTOR CORP     2024-07-10
19. CENTERPOINT ENERGY INC     2024-07-11
15. KURA SUSHI USA INC-CLASS A     2024-07-11
3. WINGSTOP INC   2022-05-10 2024-07-11
1. BIOMARIN PHARMACEUTICAL INC 09061G101 CLASS ACTIONS   2001-01-01 2024-07-17
6. SNAP ON INC     2024-07-17
6. AMERIPRISE FINANCIAL INC     2024-07-18
3. SUPER MICRO COMPUTER INC EXCH 10/01/24     2024-07-18
12. VIPER ENERGY INC   2023-11-14 2024-07-22
19. CARTER'S INC     2024-07-25
34. LKQ CORP     2024-07-25
11. VALERO ENERGY CORP     2024-07-25
14. BELLRING BRANDS INC-W/I   2023-12-13 2024-07-26
7. LIGHT & WONDER INC   2024-02-27 2024-07-26
2. WINGSTOP INC     2024-07-26
28. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2021-06-17 2024-07-26
229. TAKEDA PHARMACEUTIC SPON ADR     2024-07-29
42. DEXCOM INC     2024-07-30
353. KINGFISHER PLC SPONSORED ADR     2024-07-30
52. LIBERTY ENERGY INC     2024-07-30
6. VAXCYTE INC   2023-01-17 2024-07-30
30. CENTERPOINT ENERGY INC     2024-07-31
11. FIVE BELOW   2024-02-23 2024-07-31
28. FIVE BELOW     2024-07-31
32. FLOOR & DECOR HOLDINGS INC     2024-07-31
9. PENUMBRA INC   2024-01-11 2024-07-31
58. VIPER ENERGY INC   2023-11-14 2024-08-05
111. JANUS INTERNATIONAL GROUP IN   2024-07-31 2024-08-07
112. BUMBLE INC-A     2024-08-09
2. CLEAN HARBORS INC   2016-11-03 2024-08-09
79. LIBERTY ENERGY INC   2024-06-20 2024-08-09
25. LIBERTY ENERGY INC   2023-01-04 2024-08-09
83. PROS HOLDINGS INC     2024-08-09
13. DONALDSON INC     2024-08-14
27. FIVE9 INC     2024-08-14
45. NVENT ELECTRIC PLC-W/I SEDOL BDVJJQ5     2024-08-14
26. BENTLEY SYSTEMS INC-CLASS B   2023-08-25 2024-08-15
78. BENTLEY SYSTEMS INC-CLASS B   2023-06-14 2024-08-15
54. COPART INC   2020-02-20 2024-08-15
49. APTIV PLC-WHEN ISSUED EXCH 12/17/24     2024-08-15
166. XP INC - CLASS A SEDOL BK4Y052     2024-08-19
502. HAIER SMART HOME CO LTD-ADR SEDOL BLPKFN9     2024-08-20
12. CASELLA WASTE SYS INC   2020-12-01 2024-08-21
33. DONALDSON INC     2024-08-21
4. ONTO INNOVATION INC   2023-09-13 2024-08-21
13. VIPER ENERGY INC   2023-11-14 2024-08-21
2. CAVA GROUP INC   2023-11-08 2024-08-22
4. CAVA GROUP INC   2023-06-16 2024-08-22
13. HEALTHEQUITY INC   2023-07-13 2024-08-22
32. INMODE LTD SEDOL BK5Z9R9   2023-07-13 2024-08-22
2. AEROVIRONMENT INC   2021-06-30 2024-08-23
15. CASELLA WASTE SYS INC   2020-12-01 2024-08-26
8. BURLINGTON STORES INC   2024-01-23 2024-08-29
6. EQUIFAX INC   2023-06-23 2024-08-29
2. KINSALE CAPITAL GROUP INC   2022-10-03 2024-08-29
7. VAXCYTE INC   2023-01-17 2024-08-29
7. ELF BEAUTY INC   2023-09-19 2024-09-04
6. ELF BEAUTY INC   2023-06-30 2024-09-04
39. AIA GROUP LTD SPONSORED ADR     2024-09-06
82. ADYEN NV-UNSPON ADR SEDOL BJXK4M9     2024-09-06
29. AIR LIQUIDE ADR   2017-09-26 2024-09-06
34. ALFA LAVAL AB-UNSPON ADR ADR SEDOL B3F2F06   2016-02-12 2024-09-06
95. ALLIANZ SE - UNSP ADR SEDOL BJXKF26     2024-09-06
68. ASSA ABLOY AB UNSP ADR   2023-08-28 2024-09-06
90. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2019-01-03 2024-09-06
201. BANCO BILBAO VIZCAYA ARGENTARIA S A   2016-10-21 2024-09-06
24. BHP GROUP LTD SPONSORED ADR   2021-03-09 2024-09-06
9. BIONTECH SE ADR SEDOL BK6H543   2023-12-14 2024-09-06
7. CANADIAN NATL RAILWAY CO SEDOL 2210959   2011-03-09 2024-09-06
105. CHUGAI PHARMACEUTIC-UNSP ADR SEDOL B39GHN1   2019-03-07 2024-09-06
61. COLOPLAST A/S-SPONSORED ADR SEDOL BLFFNJ6   2024-05-30 2024-09-06
27. DBS GROUP HLDGS LTD SPONSORED ADR     2024-09-06
76. DAIFUKU CO LTD - UNSP ADR ADR SEDOL BHWGWY2   2022-07-19 2024-09-06
60. DASSAULT SYSTEMS SA SPON ADR     2024-09-06
42. ENN ENERGY HOLDINGS-UNSP ADR ADR SEDOL B3F9MT5   2021-04-28 2024-09-06
68. EPIROC AKTIEBOLAG-UNSP ADR ADR SEDOL BD0F6S5     2024-09-06
21. FOMENTO ECONOMICO MEXICANO SAB DE CV SPONSORED ADR     2024-09-06
32. GENMAB A/S -SP ADR ADR SEDOL BBC9WC7   2023-07-28 2024-09-06
20. GRUPO FIN BANORTE SPON ADR   2024-06-13 2024-09-06
20. HDFC BANK LTD SPON - ADR   2017-06-30 2024-09-06
79. HAIER SMART HOME CO LTD-ADR SEDOL BLPKFN9     2024-09-06
230. HALEON PLC-ADR-W/I ADR SEDOL BMTZ5B5   2023-04-06 2024-09-06
41. ICICI BANK LTD SPON ADR   2016-12-14 2024-09-06
68. INFINEON TECHNOLOGIES ADR   2019-07-19 2024-09-06
43. KOMATSU LTD SPON ADR   2018-11-13 2024-09-06
27. L OREAL CO UNSPONSORED ADR   2008-03-10 2024-09-06
101. MANULIFE FINANCIAL CORP SEDOL 2492520   2022-07-18 2024-09-06
10. NESTLE S.A. SPONSORED ADR REPSTG REG SH   2007-01-08 2024-09-06
13. NOVONESIS (NOVOZYMES) B UNSPONSORED ADR   2018-03-27 2024-09-06
51. PING AN INSURANCE (GROUP) CO OF CHINA   2019-03-28 2024-09-06
24. RIO TINTO PLC SPONSORED ADR   2019-04-17 2024-09-06
52. ROCHE HOLDING LTD SPONSORED ADR     2024-09-06
34. SHELL PLC-W/I-ADR SEDOL BPK3CG3   2016-03-10 2024-09-06
16. SAP SE SPONSORED ADR     2024-09-06
45. SCHNEIDER ELECTRIC SE   2019-12-12 2024-09-06
43. SHIMANO INC-UNSPON ADR ADR SEDOL BWZWZ32   2022-10-07 2024-09-06
80. SHIONOGI & CO LTD-UNSPON A ADR SEDOL B3DTRZ8   2020-02-21 2024-09-06
21. SONY GROUP CORPORATION ADR   2023-12-14 2024-09-06
15. SONOVA HLDG AG ADR   2011-08-11 2024-09-06
41. SYMRISE AG UNSPON ADR   2014-06-04 2024-09-06
58. SYSMEX CORP UNSPONSORED ADR   2012-11-29 2024-09-06
17. TAIWAN SEMICONDUCTOR MTG CO ADR   2014-01-13 2024-09-06
30. TENCENT HOLDINGS LTD UNSPON ADR     2024-09-06
1591.85 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2021-03-15 2024-09-06
151. UNI CHARM CORP SPON ADR     2024-09-06
298. UNION PACIFIC CORP   2010-06-03 2024-09-06
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41. ZTO EXPRESS CAYMAN INC ADR SEDOL BYYDFN0   2024-04-24 2024-09-06
5. CREDICORP LTD ISIN BMG2519Y1084   2023-06-22 2024-09-06
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17. ALCON INC SEDOL BJXBP41   2020-06-08 2024-09-06
22. VIPER ENERGY INC     2024-09-09
8. ANSYS INC     2024-09-10
48. BIONTECH SE ADR SEDOL BK6H543   2023-12-14 2024-09-10
41. CELSIUS HOLDINGS INC   2021-03-12 2024-09-10
10. DIAMOND BACK ENERGY INC   2022-06-22 2024-09-10
28. MICROCHIP TECHNOLOGY INC   2024-04-26 2024-09-10
23. SAP SE SPONSORED ADR   2017-04-07 2024-09-10
47. SPROUT SOCIAL INC - CLASS A   2021-03-10 2024-09-11
12. VIPER ENERGY INC   2023-11-17 2024-09-11
26. NOVARTIS AG SPONSORED ADR     2024-09-12
17. TAIWAN SEMICONDUCTOR MTG CO ADR   2008-05-07 2024-09-12
220. TESCO PLC ADR SEDOL BM991K8 ISIN US8815754010     2024-09-13
10. MONDAY.COM LTD SEDOL BMHRYX8   2022-08-19 2024-09-23
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49. PROGYNY INC     2024-09-24
47. PROGYNY INC     2024-09-24
25. LIGHT & WONDER INC     2024-09-25
183. ICICI BANK LTD SPON ADR   2016-12-14 2024-09-26
4. MEDPACE HOLDINGS INC   2020-12-01 2024-09-27
2. CHORD ENERGY CORP   2023-03-30 2024-09-27
18. WATSCO INC     2024-09-30
13. ADVANCED AUTO PARTS WI   2023-05-04 2024-10-02
61. FIGS INC-CLASS A   2023-12-01 2024-10-02
6. HUMANA INC   2024-03-28 2024-10-02
66. MANULIFE FINANCIAL CORP SEDOL 2492520   2022-07-18 2024-10-08
87. CHIMERA INVT CORP COM SHS     2024-10-10
68. IMPERIAL BRANDS PLC-SPON ADR ADR SEDOL BD5K2N2   2021-05-13 2024-10-15
62. KONINKLIJKE PHILLIPS NV SPON ADR   2022-10-17 2024-10-15
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-10-30 2024-10-15
11. TAIWAN SEMICONDUCTOR MTG CO ADR   2008-05-07 2024-10-15
213. TAKEDA PHARMACEUTIC SPON ADR     2024-10-15
224. TESCO PLC ADR SEDOL BM991K8 ISIN US8815754010     2024-10-15
68. HITACHI LTD ADR 10 COMMON     2024-10-16
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422. APPLE INC   2007-01-05 2024-10-22
45. EVOLENT HEALTH INC - A   2019-09-12 2024-10-22
161. ARCADIUM LITHIUM PLC MERGED 03/06/25     2024-10-23
8. IMPINJ INC   2023-03-02 2024-10-24
5. IDEXX LABS INC     2024-10-29
28. SMARTSHEET INC   2024-01-08 2024-10-29
53. SMARTSHEET INC     2024-10-29
3. TYLER TECHNOLOGIES INC     2024-10-29
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14. HAEMONETICS CORP   2023-02-27 2024-10-31
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97. VERRA MOBILITY CORP     2024-11-01
8. ARCELLX INC   2024-01-29 2024-11-04
19. APPFOLIO INC - A   2024-03-05 2024-11-06
4. DISCOVER FINANCIAL W/I   2023-12-07 2024-11-06
1. STERICYCLE INC XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-11-07
.602 MAGNERA CORP   2017-11-21 2024-11-07
13. RAYMOND JAMES FINANCIAL INC   2024-06-24 2024-11-07
13. ANTERO RESOURCES CORP   2022-07-11 2024-11-11
45. BRIDGEBIO PHARMA INC   2023-12-28 2024-11-11
52. EVOLENT HEALTH INC - A     2024-11-11
5. CHORD ENERGY CORP   2023-03-30 2024-11-11
15. RB GLOBAL INC SEDOL BMWGSD8   2018-10-05 2024-11-11
11. MAGNERA CORP     2024-11-15
103. IMPERIAL BRANDS PLC-SPON ADR ADR SEDOL BD5K2N2     2024-11-20
24. SANDOZ GROUP AG-ADR SEDOL BS1L687     2024-11-20
11. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-10-30 2024-11-20
239. TAKEDA PHARMACEUTIC SPON ADR     2024-11-20
148. TESCO PLC ADR SEDOL BM991K8 ISIN US8815754010     2024-11-20
17. NISOURCE INC   2018-09-17 2024-11-25
22. TRANSMEDICS GROUP INC     2024-11-26
18. TECHTARGET   2024-01-12 2024-12-03
39. TECHTARGET     2024-12-03
93. FLUENCE ENERGY INC   2024-11-26 2024-12-05
43. SHIFT4 PAYMENTS INC-CLASS A   2024-02-27 2024-12-05
69. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025     2024-12-05
48. DUTCH BROS INC-CLASS A   2024-04-12 2024-12-06
16. ONTO INNOVATION INC   2024-04-29 2024-12-06
4. ALLSTATE CORP   2022-09-26 2024-12-11
4. CLEAN HARBORS INC   2016-11-03 2024-12-11
9. ENCOMPASS HEALTH CORP   2019-03-11 2024-12-11
98. FIGS INC-CLASS A   2023-12-01 2024-12-12
73. ZETA GLOBAL HOLDINGS CORP-A   2024-04-19 2024-12-12
7. DISC MEDICINE INC   2024-01-29 2024-12-18
4. INTRA-CELLULAR THERAPIES INC MERGED 4/03/2025   2022-05-13 2024-12-18
41. SUMMIT MATERIALS INC -CL A MERGED 02/11/2025   2019-05-01 2024-12-19
16. ANSYS INC     2024-12-23
16. CAVA GROUP INC   2023-11-08 2024-12-26
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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    
(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 1,859   2,057 -198
b 636   372 264
c 3   1 2
d 1,436   404 1,032
e 2,088   760 1,328
1,190   342 848
1,009   793 216
1,463   1,025 438
1,426   1,761 -335
3,990   2,345 1,645
33,867   12,755 21,112
80,751   27,565 53,186
4,426   5,814 -1,388
2,196   1,080 1,116
1,700   957 743
1,359   1,419 -60
1,566   2,024 -458
538   283 255
696   225 471
811   2,569 -1,758
730   820 -90
376   126 250
236   54 182
1,426   754 672
850   550 300
422   407 15
785   202 583
816   345 471
3   5 -2
1,127   304 823
2,348   1,575 773
623   341 282
623   2,424 -1,801
1,692   2,545 -853
903   783 120
465   709 -244
465   1,304 -839
1,261   334 927
501   330 171
709   225 484
644   245 399
513   124 389
936   628 308
787   465 322
2,216   648 1,568
489   265 224
637   252 385
2,518   907 1,611
332   220 112
2,060   273 1,787
1,995   463 1,532
1,032   524 508
1,066   1,096 -30
1,241   893 348
1,696   1,388 308
128   162 -34
830   280 550
1,143   359 784
2,680   1,381 1,299
2,905   1,319 1,586
1,447   1,418 29
1,340   315 1,025
1,698   1,317 381
2,515   1,998 517
381   486 -105
1,486   697 789
1,283   1,361 -78
729   715 14
1,605   1,485 120
950   806 144
997   554 443
840   175 665
889   317 572
1,049   524 525
802   369 433
1,122   247 875
2,287   974 1,313
612   318 294
995   173 822
1,456   1,776 -320
3,666   3,889 -223
1,538   1,343 195
2,182   1,774 408
900   1,108 -208
1,153   1,608 -455
2,753   1,234 1,519
2,880   2,452 428
1,590   657 933
2,088   3,008 -920
1,902   1,167 735
861   816 45
1,986   482 1,504
600   380 220
346   63 283
47     47
821   3,094 -2,273
1,446   1,935 -489
223   324 -101
681   164 517
1,846   2,007 -161
2,640   3,500 -860
751   1,079 -328
5,352   649 4,703
3,710   3,135 575
2,510   3,549 -1,039
2,600   4,491 -1,891
555   110 445
794   1,521 -727
760   142 618
407   45 362
387   136 251
2,685   606 2,079
581   282 299
578   86 492
1,131   1,350 -219
2,283   727 1,556
3,551   2,499 1,052
7,639   5,651 1,988
736   955 -219
8   4 4
1,027   1,134 -107
2,895   4,122 -1,227
1,308   1,858 -550
2,766   930 1,836
1,462   1,851 -389
2,653   3,291 -638
634   283 351
976   470 506
1,530   1,810 -280
2,220   1,369 851
2,789   3,247 -458
4,431   7,467 -3,036
1,827   2,162 -335
973   679 294
1,170   799 371
1,380   528 852
4,448   5,326 -878
605   449 156
1,580   1,064 516
404   666 -262
540   988 -448
707   447 260
95   40 55
1,436   600 836
1,719   1,122 597
498   413 85
648   110 538
807   2,035 -1,228
27   16 11
2,061   1,005 1,056
8   23 -15
2,639   1,620 1,019
1,168   571 597
621   296 325
803   727 76
4,048   3,939 109
1,991   3,413 -1,422
1,493   4,685 -3,192
2,606   1,550 1,056
3,061   1,256 1,805
3,456   221 3,235
3,117   1,681 1,436
2,807   1,454 1,353
2,960   1,372 1,588
1,387   1,564 -177
2,947   2,440 507
736   398 338
1,147   545 602
5,374   5,046 328
4,006   3,795 211
1,117   487 630
709   1,031 -322
5,672   9,140 -3,468
4,547   2,244 2,303
577   674 -97
220   480 -260
4,902   3,486 1,416
1,459   1,140 319
2,639   880 1,759
663   510 153
651   1,614 -963
28   14 14
703   658 45
2,928   273 2,655
4,427   1,963 2,464
4,159   1,659 2,500
922   1,331 -409
4,506   5,967 -1,461
5,337   5,810 -473
566   279 287
830   1,467 -637
1,147   245 902
72     72
1,671   935 736
2,530   593 1,937
2,380   2,455 -75
510   365 145
1,137   1,891 -754
1,314   1,124 190
1,662   648 1,014
697   783 -86
727   674 53
730   226 504
973   882 91
3,146   5,257 -2,111
2,921   2,946 -25
2,475   2,582 -107
1,212   791 421
482   267 215
832   514 318
813   2,133 -1,320
2,068   3,691 -1,623
3,103   3,108 -5
1,442   2,302 -860
2,234   1,766 468
1,244   1,648 -404
650   2,708 -2,058
464   88 376
1,616   1,618 -2
512   374 138
1,573   3,579 -2,006
933   854 79
876   2,531 -1,655
2,884   2,057 827
1,304   1,239 65
3,911   4,158 -247
2,764   1,328 1,436
3,352   5,440 -2,088
3,314   5,192 -1,878
5,815   6,613 -798
1,271   721 550
2,407   2,154 253
842   515 327
599   396 203
206   63 143
412   169 243
971   815 156
504   1,450 -946
371   199 172
1,620   901 719
2,186   1,567 619
1,817   1,341 476
968   524 444
556   312 244
949   786 163
813   685 128
1,099   636 463
1,141   1,069 72
1,042   521 521
1,437   531 906
2,952   1,438 1,514
1,053   751 302
1,516   514 1,002
2,002   1,369 633
1,228   1,826 -598
805   929 -124
806   261 545
2,389   1,221 1,168
833   742 91
3,010   1,157 1,853
669   775 -106
2,226   762 1,464
1,016   2,696 -1,680
1,229   634 595
2,144   1,943 201
887   1,296 -409
690   724 -34
1,212   863 349
976   1,028 -52
2,376   2,068 308
1,167   289 878
2,197   1,278 919
1,096   1,151 -55
2,303   643 1,660
2,762   1,755 1,007
1,046   461 585
888   676 212
456   1,119 -663
1,430   1,442 -12
2,119   1,720 399
2,287   1,625 662
3,388   1,321 2,067
2,157   919 1,238
775   711 64
900   1,156 -256
1,898   1,929 -31
1,067   235 832
1,349   550 799
1,080   437 643
2,673   290 2,383
1,420   1,760 -340
50,000   56,367 -6,367
1,074   1,025 49
75,048   10,939 64,109
143,821   200,000 -56,179
181,932   229,416 -47,484
883   866 17
853   733 120
1,381   475 906
1,599   1,068 531
1,033   669 364
2,463   2,583 -120
4,870   4,952 -82
1,341   646 695
1,722   1,275 447
2,074   2,639 -565
4,890   2,246 2,644
1,206   2,725 -1,519
542   365 177
2,996   1,648 1,348
2,905   188 2,717
3,174   2,048 1,126
2,779   1,278 1,501
1,964   2,338 -374
842   1,722 -880
808   2,354 -1,546
2,315   2,506 -191
5,726   1,288 4,438
1,314   521 793
260   266 -6
8,850   4,939 3,911
486   1,577 -1,091
408   443 -35
1,394   2,087 -693
1,964   1,147 817
1,322   2,973 -1,651
1,996   1,510 486
1,991   780 1,211
934   433 501
2,054   122 1,932
2,986   4,642 -1,656
3,102   1,949 1,153
3,617   1,570 2,047
1,011   352 659
99,247   1,283 97,964
1,032   347 685
887   1,022 -135
1,569   1,030 539
2,254   1,197 1,057
1,580   1,288 292
2,992   2,464 528
1,830   439 1,391
875   1,554 -679
1,002   1,115 -113
1,740   1,070 670
1,702   208 1,494
2,298   1,846 452
2,011   720 1,291
1,967   940 1,027
1,912   1,813 99
2,283   2,628 -345
711   515 196
4,262   4,389 -127
708   408 300
19     19
12   11 1
2,063   1,588 475
409   405 4
1,232   1,932 -700
765   659 106
657   664 -7
1,407   545 862
204   176 28
3,264   2,259 1,005
1,080   467 613
2,053   952 1,101
3,176   4,291 -1,115
1,950   1,278 672
643   434 209
1,752   1,717 35
211   211  
456   456  
1,602   1,803 -201
4,419   3,305 1,114
3,502   1,417 2,085
2,670   1,577 1,093
2,663   3,036 -373
766   510 256
1,004   175 829
917   427 490
572   711 -139
1,599   856 743
448   452 -4
354   233 121
2,070   704 1,366
5,409   5,403 6
1,859   506 1,353
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
      26,820
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       -198
b       264
c       2
d       1,032
e       1,328
      848
      216
      438
      -335
      1,645
      21,112
      53,186
      -1,388
      1,116
      743
      -60
      -458
      255
      471
      -1,758
      -90
      250
      182
      672
      300
      15
      583
      471
      -2
      823
      773
      282
      -1,801
      -853
      120
      -244
      -839
      927
      171
      484
      399
      389
      308
      322
      1,568
      224
      385
      1,611
      112
      1,787
      1,532
      508
      -30
      348
      308
      -34
      550
      784
      1,299
      1,586
      29
      1,025
      381
      517
      -105
      789
      -78
      14
      120
      144
      443
      665
      572
      525
      433
      875
      1,313
      294
      822
      -320
      -223
      195
      408
      -208
      -455
      1,519
      428
      933
      -920
      735
      45
      1,504
      220
      283
      47
      -2,273
      -489
      -101
      517
      -161
      -860
      -328
      4,703
      575
      -1,039
      -1,891
      445
      -727
      618
      362
      251
      2,079
      299
      492
      -219
      1,556
      1,052
      1,988
      -219
      4
      -107
      -1,227
      -550
      1,836
      -389
      -638
      351
      506
      -280
      851
      -458
      -3,036
      -335
      294
      371
      852
      -878
      156
      516
      -262
      -448
      260
      55
      836
      597
      85
      538
      -1,228
      11
      1,056
      -15
      1,019
      597
      325
      76
      109
      -1,422
      -3,192
      1,056
      1,805
      3,235
      1,436
      1,353
      1,588
      -177
      507
      338
      602
      328
      211
      630
      -322
      -3,468
      2,303
      -97
      -260
      1,416
      319
      1,759
      153
      -963
      14
      45
      2,655
      2,464
      2,500
      -409
      -1,461
      -473
      287
      -637
      902
      72
      736
      1,937
      -75
      145
      -754
      190
      1,014
      -86
      53
      504
      91
      -2,111
      -25
      -107
      421
      215
      318
      -1,320
      -1,623
      -5
      -860
      468
      -404
      -2,058
      376
      -2
      138
      -2,006
      79
      -1,655
      827
      65
      -247
      1,436
      -2,088
      -1,878
      -798
      550
      253
      327
      203
      143
      243
      156
      -946
      172
      719
      619
      476
      444
      244
      163
      128
      463
      72
      521
      906
      1,514
      302
      1,002
      633
      -598
      -124
      545
      1,168
      91
      1,853
      -106
      1,464
      -1,680
      595
      201
      -409
      -34
      349
      -52
      308
      878
      919
      -55
      1,660
      1,007
      585
      212
      -663
      -12
      399
      662
      2,067
      1,238
      64
      -256
      -31
      832
      799
      643
      2,383
      -340
      -6,367
      49
      64,109
      -56,179
      -47,484
      17
      120
      906
      531
      364
      -120
      -82
      695
      447
      -565
      2,644
      -1,519
      177
      1,348
      2,717
      1,126
      1,501
      -374
      -880
      -1,546
      -191
      4,438
      793
      -6
      3,911
      -1,091
      -35
      -693
      817
      -1,651
      486
      1,211
      501
      1,932
      -1,656
      1,153
      2,047
      659
      97,964
      685
      -135
      539
      1,057
      292
      528
      1,391
      -679
      -113
      670
      1,494
      452
      1,291
      1,027
      99
      -345
      196
      -127
      300
      19
      1
      475
      4
      -700
      106
      -7
      862
      28
      1,005
      613
      1,101
      -1,115
      672
      209
      35
       
       
      -201
      1,114
      2,085
      1,093
      -373
      256
      829
      490
      -139
      743
      -4
      121
      1,366
      6
      1,353
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 267,278
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 5,313
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,313
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,313
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,810
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 3,810
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 1,503
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 arrowDE
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 arrowPNC BANK NA Telephone no.right arrow (412) 768-9680

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN R TWOMBLY JR CO-TRUSTEE
4
20,173    
224 E STREET ROAD
KENNETT SQUARE,PA19348
PNC BANK NA CO-TRUSTEE
16
80,691    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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
8,212,049
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,212,049
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
8,212,049
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
123,181
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,088,868
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
404,443
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
404,443
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,313
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,313
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
399,130
4
Recoveries of amounts treated as qualifying distributions................
4
11,815
5
Add lines 3 and 4............................
5
410,945
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
410,945
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
374,315
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
374,315
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 7 410,945
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 75,386
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$ 374,315
a Applied to 2023, but not more than line 2a 75,386
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..... 298,929
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 ..........
112,016
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).)
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.
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

ALEXANDER DAIX
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,000

JOSHUA CHELEN
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

PRANATI TUNGALA
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

DILLANA REED
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

DARRIANNA HOVINGTON

500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

RUNYI LIU
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

VALENTINA FELDMANN
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

LEANA GRIFFIN
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

KEVIN KRAMER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

OLIVIA MUIR
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

CLARA HOFFMAN
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

NYRA GILES

500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 3,500

PARKER KEELER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 8,000

SABRINA FAIRLEY
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

CULLEN KISNER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,000

MARIA MORELLI
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,000

SARAH STEEVES
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

OLIVIA KNESTAUT
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

ARI AUGUST
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,000

OPEYEMI JIMOH
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

PAYTON KEELER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 8,000

PEYTON SHIELDS
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

HANNAH MANEY

500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

LUKE FRACEK
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 5,000

ASHLYN TOPPIN
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

FOLASHAYO KEHINDE
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

RYAN SNYDER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,200

EMMA MENZER
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 5,500

CAROLINE RICKETTS
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,500

RYAN COFFEY
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SHOLARSHIP 5,000

CIERRA HOLMES
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

OLIVIA DELGADO
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

CAELIN FOLEY
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 5,000

COLE GARLICK
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

PRIYA GUPTA
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

KATE MENZER

500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 7,000

TERESA MORELLI
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 8,000

DAKOTA HICKERSON
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

ASHER TIMMONS
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

EMMALEE YOUNG
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 10,000

JAYLEN HARRISON
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
NONE I SCHOLARSHIP 3,000
Total .................................right arrow 3a 315,800
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 ....     14 187,789  
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 ............
    18 267,278  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    14 40  
bSECTION 897 CAPITA     14 19  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   455,126  
13Total. Add line 12, columns (b), (d), and (e)..................
13
455,126
(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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Name of Stock End of Year Book Value End of Year Fair Market Value
100557107 BOSTON BEER INC CL A    
127055101 CABOT CORP 2,675 5,387
136375102 CANADIAN NATL RAILWA 1,268 3,451
146229109 CARTER'S INC    
147448104 CASELLA WASTE SYS IN 2,723 7,724
147528103 CASEYS GENERAL STORE 9,592 11,094
148806102 CATALENT INC    
163092109 CHEGG INC    
169656105 CHIPOTLE MEXICAN GRI    
171269103 CHUGAI PHARMACEUTIC- 7,219 11,424
184496107 CLEAN HARBORS INC 1,691 5,984
192422103 COGNEX CORP 2,329 2,044
198516106 COLUMBIA SPORTSWEAR 3,113 2,938
204280309 COMPAGNIE DE SAINT-U    
207410101 CONMED CORP 4,596 3,217
210771200 CONTINENTAL AG SPONS 7,866 4,924
217204106 COPART INC 2,710 6,772
233331107 DTE ENERGY CO 2,994 3,985
237266101 DARLING INGREDIENTS 6,584 6,502
237545108 DASSAULT SYSTEMS SA 10,902 10,022
252131107 DEXCOM INC 6,169 4,511
253868103 DIGITAL RLTY TR INC    
256746108 DOLLAR TREE INC 2,165 1,499
260003108 DOVER CORP 2,336 3,564
277276101 EASTGROUP PPTYS INC 4,483 5,136
293712105 ENTERPRISE FINANCIAL 4,017 4,850
298736109 EURONET WORLDWIDE IN    
302491303 FMC CORPORATION NEW 4,480 2,965
307305102 FANUC CORP ADR    
311900104 FASTENAL CO 3,991 8,989
320817109 FIRST MERCHANTS CORP 4,123 4,627
339750101 FLOOR & DECOR HOLDIN 3,883 4,287
344419106 FOMENTO ECONOMICO ME 7,470 8,634
346375108 FORM FACTOR INC 2,061 6,468
353514102 FRANKLIN ELECTRIC IN 1,752 5,750
361448103 GATX CORP 1,952 5,734
368736104 GENERAC HOLDINGS INC    
384109104 GRACO INC 2,276 7,333
405217100 HAIN CELESTIAL GROUP    
418056107 HASBRO INC 3,436 2,740
422806109 HEICO CORP NEW 3,917 6,419
426281101 HENRY JACK & ASSOC I 8,341 8,239
428291108 HEXCEL CORP 4,514 7,649
438128308 HONDA MOTOR CO LTD A 8,438 8,023
440327104 HORACE MANN EDUCATOR 1,813 2,197
441593100 HOULIHAN LOKEY INC 2,860 10,420
445658107 HUNT J B TRANSPORT S    
446413106 HUNTINGTON INGALLS I    
449253103 IAA INC-W/I    
450056106 IRHYTHM TECHNOLOGIES 1,320 902
457187102 INGREDION INC 2,211 3,852
457669307 INSMED INC 1,432 3,797
457730109 INSPIRE MEDICAL SYST    
478160104 JOHNSON & JOHNSON 40,831 92,123
495724403 KINGFISHER PLC SPONS    
500458401 KOMATSU LTD SPON ADR 3,820 5,136
501173207 KUBOTA CORP SPON ADR    
501556203 KYOCERA CORP SPON AD    
501889208 LKQ CORP 2,784 2,903
502117203 L OREAL CO UNSPONSOR 6,602 9,083
513272104 LAMB WESTON HOLDING 10,161 9,022
515098101 LANDSTAR SYS INC 2,865 6,359
518415104 LATTICE SEMICONDUCTO 1,462 4,362
525327102 LEIDOS HOLDINGS INC- 2,779 4,898
537008104 LITTELFUSE INC 929 4,006
539439109 LLOYDS BANKING GROUP 14,510 13,048
553498106 MSA SAFETY INC 5,652 5,802
594918104 MICROSOFT CORP 39,814 569,025
606776201 MITSUBISHI ELEC CORP 8,580 11,318
609839105 MONOLITHIC POWER SYS 2,672 9,467
615394202 MOOG INC CLASS A 1,987 6,693
641069406 NESTLE S.A. SPONSORE 13,282 12,990
654624105 NIPPON TELEG & TEL C    
670108109 NOVONESIS (NOVOZYMES 2,808 3,053
701094104 PARKER HANNIFIN CORP 743 3,816
707569109 PENN ENTERTAINMENT I 2,212 1,982
723787107 PIONEER NAT RES CO    
729132100 PLEXUS CORP 2,430 5,477
747316107 QUAKER CHEMICAL CORP 4,749 5,490
758750103 REGAL REXNORD CORPOR 2,953 5,895
759351604 REINSURANCE GROUP OF 4,562 11,536
759916109 REPLIGEN CORP 6,725 6,477
761152107 RESMED INC 4,658 5,031
767204100 RIO TINTO PLC SPONSO 4,922 6,057
767744105 RITCHIE BROS AUCTION    
771195104 ROCHE HOLDING LTD SP 12,961 13,394
783549108 RYDER SYSTEM INC 1,057 4,706
803054204 SAP SE SPONSORED ADR 6,009 12,064
810186106 THE SCOTTS MIRACLE-G 7,166 5,971
824667109 SHIONOGI & CO LTD-UN 4,747 3,633
826919102 SILICON LABORATORIES    
833034101 SNAP ON INC 1,517 2,376
835699307 SONY GROUP CORPORATI 20,166 25,815
840441109 SOUTHSTATE CORPORATI 4,580 6,168
858155203 STEELCASE INC CL A    
860630102 STIFEL FINL CORP 1,492 5,516
871607107 SYNOPSYS INC    
874039100 TAIWAN SEMICONDUCTOR 5,530 15,799
874060205 TAKEDA PHARMACEUTIC    
887389104 TIMKEN CO 1,714 2,855
889094108 TOKIO MARINE HOLDING    
892356106 TRACTOR SUPPLY CO    
898402102 TRUSTMARK CORP 3,888 5,306
902252105 TYLER TECHNOLOGIES I 3,497 9,226
902494103 TYSON FOODS INC CLAS 4,534 4,423
907818108 UNION PACIFIC CORP 14,757 91,672
909907107 UNITED BANKSHARES IN 3,962 4,544
910340108 UNITED FIRE GROUP IN 1,248 1,337
911271302 UNITED OVERSEAS BK L 8,353 14,188
913483103 UNIVERSAL ELECTRONIC    
922475108 VEEVA SYSTEMS INC-CL 6,986 7,149
974155103 WINGSTOP INC 1,199 2,274
978097103 WOLVERINE WORLD WIDE 3,681 3,263
980745103 WOODWARD INC 2,595 5,825
74340E103 PROGYNY INC    
03073E105 CENCORA INC 2,165 4,044
87612E106 TARGET CORP    
62886E108 NCR CORP    
00783V104 ADYEN NV-UNSPON ADR 6,694 5,556
02079K305 ALPHABET INC/CA-CL A 14,536 302,880
02319V103 AMBEV SA-SPN ADR ADR 7,839 4,314
03076C106 AMERIPRISE FINANCIAL 654 3,195
03662Q105 ANSYS INC    
04280A100 ARROWHEAD PHARMACEUT    
05946K101 BANCO BILBAO VIZCAYA 5,725 8,515
05964H105 BANCO SANTANDER S A 14,250 13,315
08579W103 BERRY GLOBAL GROUP I 2,060 2,716
09627Y109 BLUEPRINT MEDICINES 2,256 2,878
11133T103 BROADRIDGE FINANCIAL 6,325 10,174
12514G108 CDW CORP/DE 2,220 7,832
12562Y100 CK HUTCHISON HOLDIN- 15,630 8,305
15135B101 CENTENE CORP    
15189T107 CENTERPOINT ENERGY I 2,133 2,919
16115Q308 CHART INDUSTRIES INC    
21036P108 CONSTELLATION BRANDS 2,240 2,652
22002T108 COPT DEFENSE PROPERT 2,403 2,569
22160N109 COSTAR GROUP INC 8,239 7,660
22410J106 CRACKER BARREL OLD C 4,313 2,062
23291C103 DMC GLOBAL INC    
23304Y100 DBS GROUP HLDGS LTD 8,717 18,310
23331A109 D R HORTON INC 3,142 4,754
24823R105 DENALI THERAPEUTICS    
26874R108 ENI S P A SPONSORED    
29261A100 ENCOMPASS HEALTH COR 2,626 4,710
29265W207 ENEL SPA ADR 11,617 14,889
29275Y102 ENERSYS 1,294 4,067
29362U104 ENTEGRIS, INC 376 2,477
29364G103 ENTERGY CORP NEW 3,394 5,762
29414B104 EPAM SYSTEMS INC 10,656 11,457
29415F104 ENVISTA HOLDINGS COR 1,425 1,350
29429L105 EPIROC AKTIEBOLAG-UN 2,902 5,121
30034T103 EVERI HOLDINGS INC    
30034W106 EVERGY INC 2,368 2,585
30050B101 EVOLENT HEALTH INC -    
31189P102 FATE THERAPEUTICS IN    
33829M101 FIVE BELOW    
35958N107 FUJI FILM HOLDINGS C 7,260 10,537
40415F101 HDFC BANK LTD SPON - 11,294 12,453
40637H109 HALOZYME THERAPEUTIC    
42234Q102 HEARTLAND FINL USA I 4,495 5,211
44107P104 HOST HOTELS & RESORT 1,377 1,419
45104G104 ICICI BANK LTD SPON    
45167R104 IDEX CORP 6,264 7,325
45168D104 IDEXX LABS INC 5,691 6,202
45662N103 INFINEON TECHNOLOGIE 8,028 11,351
45784P101 INSULET CORP 5,425 9,399
48576A100 KARUNA THERAPEUTICS    
49338L103 KEYSIGHT TECHNOLOGIE 3,954 4,658
49714P108 KINSALE CAPITAL GROU 6,548 9,303
50127T109 KURA ONCOLOGY INC    
50212V100 LPL FINANCIAL HOLDIN 1,098 4,245
50540R409 LABORATORY CORP OF A    
53814L108 LIVENT CORP    
54338V101 LONZA GROUP AG UNSPO    
55024U109 LUMENTUM HOLDINGS IN    
55354G100 MSCI INC 8,085 9,600
58506Q109 MEDPACE HOLDINGS INC 521 1,329
59001A102 MERITAGE HOMES CORPO 1,640 4,307
60855R100 MOLINA HEALTHCARE IN    
62855J104 MYRIAD GENETICS INC    
65473P105 NISOURCE INC 2,829 4,044
65479L108 NITORI HLDGS CO LTD-    
66987V109 NOVARTIS AG SPONSORE 5,484 6,520
69343P105 LUKOIL PJSC-SPON ADR 9,136  
69343T107 PJT PARTNERS INC - A 4,621 10,889
69370C100 PTC INC 6,638 12,503
70432V102 PAYCOM SOFTWARE INC    
70509V100 PEBBLEBROOK HOTEL TR 1,784 1,667
72341E304 PING AN INSURANCE (G 4,960 2,631
72346Q104 PINNACLE FINANCIAL 1,681 3,203
72703H101 PLANET FITNESS INC -    
73278L105 POOL CORP 1,842 5,455
74346Y103 PROS HOLDINGS INC    
74736K101 QORVO INC 3,699 2,727
74736L109 Q2 HOLDINGS INC    
75524B104 RBC BEARINGS INC    
78467K107 SSE PLC SPN ADR 10,927 12,137
78573M104 SABRE CORP 6,385 4,632
80105N105 SANOFI SPONSORED ADR 9,004 10,755
80687P106 SCHNEIDER ELECTRIC S 3,829 10,772
82669G104 SIGNATURE BK NEW YOR    
82900L102 SIMPLY GOOD FOODS CO    
82929R304 SINGAPORE TELECOMMUN 5,871 6,241
83569C102 SONOVA HLDG AG ADR 989 4,098
85254J102 STAG INDUSTRIES INC 3,758 4,058
86614U100 SUMMIT MATERIALS INC 1,716 3,390
87155N109 SYMRISE AG UNSPON AD 2,426 4,780
87184P109 SYSMEX CORP UNSPONSO 6,812 8,336
87960M205 TELIA COMPANY AB    
88032Q109 TENCENT HOLDINGS LTD 8,911 8,083
88362T103 THERMON GROUP HOLDIN    
89469A104 TREEHOUSE FOODS INC 3,468 2,635
89531P105 TREX COMPANY INC 4,449 6,351
90460M204 UNI CHARM CORP SPON 4,564 2,644
91913Y100 VALERO ENERGY CORP    
92047W101 VALVOLINE INC 1,867 2,858
92890T205 WH GROUP LTD - SPON 8,464 7,972
92937A102 WPP PLC ADR 13,381 9,817
92939U106 WEC ENERGY GROUP INC 4,503 4,514
98956P102 ZIMMER BIOMET HOLDIN 3,665 3,486
G46188101 HORIZON THERAPEUTICS    
G4705A100 ICON PLC SEDOL B94G4 3,053 4,823
G5494J103 LINDE PLC SEDOL BZ12    
H01301128 ALCON INC SEDOL BJXB 4,650 6,282
N00985106 AERCAP HOLDINGS NV I 1,985 4,307
N22717107 CORE LABORATORIES N    
N97284108 NEBIUS GROUP N.V. IS 1,803 1,856
000361105 AAR CORP 2,674 4,228
001317205 AIA GROUP LTD SPONSO 5,743 5,101
00790R104 ADVANCED DRAINAGE SY    
007973100 ADVANCED ENERGY INDS 2,229 4,972
008073108 AEROVIRONMENT INC 2,616 4,155
009126202 AIR LIQUIDE ADR 2,391 4,289
00971T101 AKAMAI TECHNOLOGIES 4,101 3,922
012348108 ALBANY INTERNATIONAL 2,308 3,759
01438T106 ALDEYRA THERAPEUTICS 2,280 1,003
015271109 ALEXANDRIA REAL ESTA 2,985 2,536
015393101 ALFA LAVAL AB-UNSPON 2,345 6,230
016255101 ALIGN TECHNOLOGY INC    
018820100 ALLIANZ SE - UNSP AD 19,164 29,624
026874784 AMERICAN INTERNATION 2,213 4,077
037833100 APPLE INC 12,904 803,347
03957W106 ARCHROCK INC 6,227 9,757
04335A105 ARVINAS INC    
049255706 ATLAS COPCO AB SPONS 2,462 6,521
055622104 BP PLC SPONSORED ADR 12,138 9,843
088606108 BHP GROUP LTD SPONSO 9,131 5,860
099724106 BORG WARNER INC. 1,690 1,590
10316T104 BOX INC - CLASS A 3,999 4,740
12591J207 1SPC PHARMACEUTICAL-    
127097103 COTERRA ENERGY INC 2,669 3,065
127387108 CADENCE DESIGN SYSTE    
15118V207 CELSIUS HOLDINGS INC    
15872M104 CHAMPIONX CORPORATIO 3,576 3,807
16934Q208 CHIMERA INVESTMENT C    
26876F102 ENN ENERGY HOLDINGS- 9,063 5,775
29358P101 ENSIGN GROUP INC 3,853 4,650
297178105 ESSEX PPTY TR INC RE 2,680 2,854
315616102 F5 INC 3,296 4,275
32020R109 FIRST FINANCIAL BANK    
33768G107 FIRSTCASH HLDGS INC 5,636 8,081
37940X102 GLOBAL PAYMENTS INC- 4,814 4,146
40523H106 HAIER SMART HOME CO 5,144 5,768
433578507 HITACHI LTD ADR 10 C 4,702 10,733
45262P102 IMPERIAL BRANDS PLC- 8,834 12,628
45332Y109 INARI MEDICAL INC    
45687V106 INGERSOLL RAND INC 4,077 7,599
45826J105 INTELLIA THERAPEUTIC    
58502B106 PEDIATRIX MEDICAL GR    
589889104 MERIT MEDICAL SYSTEM 4,800 6,190
60921V101 MONDI PLC-UNSPON ADR    
70202L102 PARSONS CORP 5,530 11,347
715684106 PERUSAHAAN PERSEROAN 6,930 4,738
743315103 PROGRESSIVE CORP OHI    
753422104 RAPID7 INC 3,473 1,368
78460A106 SNAM RETE GAS-UNSPON 15,685 12,754
83200N103 SMARTSHEET INC    
85209W109 SPROUT SOCIAL INC -    
852312305 STAAR SURGICAL CO CO    
87652V109 TASKUS INC-A    
87874R100 TECHTARGET    
881575401 TESCO PLC ADR SEDOL 2,102 2,930
88331L108 BEAUTY HEALTH CO/THE    
929740108 WABTEC CORP 1,489 3,602
957638109 WESTERN ALLIANCE BAN    
969904101 WILLIAMS SONOMA INC    
G0750C108 AXALTA COATING SYSTE 1,844 2,293
G98239109 XP INC - CLASS A SED    
L44385109 GLOBANT SA SEDOL BP4 10,065 10,078
001744101 AMN HEALTHCARE SERVI    
020002101 ALLSTATE CORP 4,379 6,555
031652100 AMKOR TECHNOLOGY INC 2,231 2,697
03674X106 ANTERO RESOURCES COR 3,128 3,049
03753U106 APELLIS PHARMACEUTIC    
040413106 ARISTA NETWORKS INC    
05465P101 AXONICS INC    
099406100 BOOT BARN HOLDINGS I 2,563 4,706
102117108 BOUYGUES-UNSPONSORED 9,954 8,931
12047B105 BUMBLE INC-A    
126501105 CTS CORP 3,308 4,007
163072101 CHEESECAKE FACTORY I 4,417 5,788
22266L106 COUPA SOFTWARE INC    
232109108 CUTERA INC    
23282W605 CYTOKINETICS INC NEW    
233802107 DAIFUKU CO LTD - UNS 3,384 3,416
25278X109 DIAMOND BACK ENERGY 8,539 9,174
254543101 DIODES INC 3,709 3,207
26622P107 DOXIMITY INC-CLASS A    
29404K106 ENVESTNET INC    
29605J106 ESAB CORP-W/I 3,665 9,235
31572Q808 FIBROGEN INC    
338307101 FIVE9 INC 2,080 2,235
34354P105 FLOWSERVE CORP 3,884 7,535
358054104 FRESHWORKS INC-CL A 3,347 3,622
37733W204 GSK PLC-SPON ADR ADR 16,232 13,494
42226A107 HEALTHEQUITY INC 1,974 2,399
42704L104 HERC HOLDINGS INC    
45826H109 INTEGER HOLDINGS COR 3,857 7,024
459506101 INTERNATIONAL FLAVOR 3,308 2,706
46116X101 INTRA-CELLULAR THERA 2,925 4,009
485537401 KAO CORP ADR SEDOL B 6,758 7,231
492089107 KERING S A ADR 11,228 6,724
500472303 KONINKLIJKE PHILLIPS 7,569 11,976
516544103 LANTHEUS HOLDINGS IN 2,952 3,221
53115L104 LIBERTY ENERGY INC    
56501R106 MANULIFE FINANCIAL C 6,814 11,639
591520200 METHODE ELECTRONICS    
67103H107 O REILLY AUTOMOTIVE    
675232102 OCEANEERING INTERNAT 3,224 5,060
74276R102 PRIVIA HEALTH GROUP    
747601201 QUALTRICS INTERNATIO    
780259305 SHELL PLC-W/I-ADR SE 15,669 21,928
78473E103 SPX TECHNOLOGIES 4,771 9,022
81282V100 UNITED PARKS & RESOR 5,479 5,113
813113206 SECOM LTD UNSPONSORE 7,363 7,240
82455C101 SHIMANO INC-UNSPON A 3,108 2,515
824841407 SHISEIDO LTD SPON AD    
82489T104 SHOCKWAVE MEDICAL IN    
82983N108 SITIO ROYALTIES CORP    
83417M104 SOLAREDGE TECHNOLOGI    
892330101 TOYOTA INDUSTRIES-UN 6,630 9,499
90984P303 UNITED COMMUNITY BAN 4,903 5,137
942622200 WATSCO INC    
947890109 WEBSTER FINANCIAL CO 2,333 2,651
95082P105 WESCO INTERNATIONAL 3,935 4,886
980228308 WOODSIDE ENERGY GROU    
98422X101 XPONENTIAL FITNESS I    
98983L108 ZURN ELKAY WATER SOL 4,338 6,043
G01767105 ALKERMES PLC SEDOL B 1,859 2,042
M7S64H106 MONDAY.COM LTD SEDOL 3,098 5,651
00445A100 ACELYRIN INC    
00751Y106 ADVANCED AUTO PARTS    
03783C100 APPFOLIO INC - A 3,336 5,181
045387107 ASSA ABLOY AB UNSP A 3,499 4,644
05550J101 BJ'S WHOLESALE CLUB 7,326 9,024
056525108 BADGER METER INC 1,886 2,545
07831C103 BELLRING BRANDS INC- 2,246 3,014
08265T208 BENTLEY SYSTEMS INC-    
09073M104 BIO-TECHNE CORP 5,757 5,330
09075V102 BIONTECH SE ADR SEDO    
148929102 CAVA GROUP INC    
171484108 CHURCHILL DOWNS INC 9,261 9,214
172908105 CINTAS CORP    
21867A105 CORE LABORATORIES LU 4,829 2,700
249906108 DESCARTES SYS GROUP 3,936 5,907
254709108 DISCOVER FINANCIAL W 2,102 3,638
257651109 DONALDSON INC    
268150109 DYNATRACE INC 4,423 4,783
26856L103 ELF BEAUTY INC    
282559103 89BIO INC    
294429105 EQUIFAX INC 7,301 8,920
302492103 FLYWIRE CORP-VOTING 4,138 4,206
30260D103 FIGS INC-CLASS A 2,672 3,008
313855108 FEDERAL SIGNAL CORP 2,169 3,326
320517105 FIRST HORIZON CORPOR 3,434 4,854
35086T109 FOUR CORNERS PROPERT 3,039 3,365
358039105 FRESHPET INC 1,836 4,147
359590304 FUJITSU LTD ADR 5 CO 10,661 13,135
36262G101 GXO LOGISTICS INC-W/    
372303206 GENMAB A/S -SP ADR A 5,955 3,068
40131M109 GUARDANT HEALTH INC    
405024100 HAEMONETICS CORP 1,685 1,484
405552100 HALEON PLC-ADR-W/I A 10,409 11,238
423452101 HELMERICH & PAYNE IN 3,265 3,202
453204109 IMPINJ INC 1,965 2,469
49177J102 KENVUE INC    
502431109 L3 HARRIS TECHNOLOGI 2,188 2,313
57060D108 MARKETAXESS HLDGS IN 8,135 5,877
674215207 CHORD ENERGY CORP 3,226 2,455
683344105 ONTO INNOVATION INC 3,547 4,500
71424F105 PERMIAN RESOURCES CO 3,038 3,236
74935Q107 RB GLOBAL INC SEDOL 3,506 7,938
750917106 RAMBUS INC DEL 4,938 4,652
799926100 SANDOZ GROUP AG-ADR    
80810D103 SCHRODINGER INC    
82489W107 SHOALS TECHNOLOGIES    
86800U104 SUPER MICRO COMPUTER    
896288107 TRINET GROUP INC 2,710 2,632
915436208 UPM-KYMMENE OYJ-UNSP 1,740 1,492
922280102 VARONIS SYSTEMS INC 2,997 3,332
92243G108 VAXCYTE INC 1,622 2,865
92790C104 VIRIDIAN THERAPEUTIC 2,086 1,265
927959106 VIPER ENERGY INC 3,222 5,201
G2519Y108 CREDICORP LTD ISIN B 3,665 4,583
G3421J106 FERGUSON PLC SEDOL B    
G3922B107 GENPACT LTD SEDOL B2 4,325 4,123
G4388N106 HELEN OF TROY LIMITE 3,237 1,735
G54950103 NEW LINDE PLC SEDOL 2,219 5,861
G6095L109 APTIV PLC-WHEN ISSUE    
G6700G107 NVENT ELECTRIC PLC-W    
G96629103 WILLIS TOWERS WATSON 3,400 4,385
M5425M103 INMODE LTD SEDOL BK5    
P73684113 ONESPAWORLD HOLDINGS 3,243 5,154
000360206 AAON INC COM PAR $0. 10,718 12,356
002896207 ABERCROMBIE & FITCH 2,564 3,587
008492100 AGREE RLTY CORP REIT 3,403 3,875
01741R102 ATI INC 2,852 2,752
03820C105 APPLIED INDL TECHNOL 2,441 2,874
03852U106 ARAMARK 2,405 2,649
03940C100 ARCELLX INC 1,871 2,071
04041L106 ARIS WATER SOLUTION 2,630 3,497
04956D107 ATMUS FILTRATION TEC 4,513 5,015
05464T104 AXSOME THERAPEUTICS 1,396 1,354
05605H100 BWX TECHNOLOGIES INC 4,058 4,567
090043100 BILL HOLDINGS INC 2,412 3,134
093712107 BLOOM ENERGY CORP- A 2,227 2,399
10950A106 BRIGHTSPRING HEALTH 2,268 3,185
110448107 BRITISH AMERICAN TOB 7,990 7,772
122017106 BURLINGTON STORES IN 6,936 9,407
19247G107 COHERENT CORP 2,930 3,979
19624Y200 COLOPLAST A/S-SPONSO 3,783 3,377
21874C102 CORE & MAIN INC-CLAS 3,135 3,411
23804L103 DATADOG INC - CLASS 7,223 8,145
25157Y202 DEUTSCHE POST AG SPO 14,398 11,831
254604101 DISC MEDICINE INC 1,034 1,014
25461D100 DISCO CORP-UNSPONSOR 5,056 4,756
26701L100 DUTCH BROS INC-CLASS 4,756 7,281
267475101 DYCOM INDUSTRIES INC 3,628 3,307
31488V107 FERGUSON ENTERPRISES 4,864 5,728
371901109 GENTEX CORP 2,917 2,500
377322102 GLAUKOS CORP 1,895 2,399
40052P107 GRUPO FIN BANORTE SP 3,841 3,274
433000106 HIMS & HERS HEALTH I 1,417 1,088
436440101 HOLOGIC INC 3,388 3,388
443573100 HUBSPOT INC 6,455 6,271
444859102 HUMANA INC 1,607 1,269
462260100 IOVANCE BIOTHERAPEUT 1,794 1,628
465741106 ITRON, INC. 3,854 4,452
48667L106 KDDI CORP UNSPONSORE 9,122 8,835
500467501 KONINKLIJKE AHOLD DE 6,705 6,974
501147102 KRYSTAL BIOTECH INC 2,389 2,037
504922105 LABCORP HOLDINGS INC 4,143 4,357
526107107 LENNOX INTERNATIONAL 3,837 4,874
558868105 MADRIGAL PHARMACEUTI 2,405 2,160
562750109 MANHATTAN ASSOCS INC 7,864 8,648
58733R102 MERCADOLIBRE INC 6,615 6,802
595017104 MICROCHIP TECHNOLOGY 4,428 2,695
59522J103 MID AMER APT CMNTYS 3,537 3,710
607828100 MODINE MANUFACTURING 2,072 1,739
60921V200 MONDI PLC UNSP ADR S 9,424 4,974
670703107 NUVALENT INC-A 2,247 2,192
68235P108 ONE GAS INC-W/I 3,976 4,155
70975L107 PENUMBRA INC 7,785 8,549
71367G102 PERELLA WEINBERG PAR 2,712 3,838
739128106 POWELL INDUSTRIES IN 1,416 2,217
74275K108 PROCORE TECHNOLOGIES 2,370 2,847
74366E102 PROTAGONIST THERAPEU 1,582 2,316
74624M102 PURE STORAGE INC - C 4,360 4,116
750491102 RADNET INC 3,158 3,841
754730109 RAYMOND JAMES FINANC 6,425 8,232
76155X100 REVOLUTION MEDICINES 700 656
775711104 ROLLINS INC 7,283 6,953
816300107 SELECTIVE INSURANCE 3,453 3,554
819047101 SHAKE SHACK INC - CL 4,192 5,192
82452J109 SHIFT4 PAYMENTS INC- 3,250 4,566
85205L107 SPRINGWORKS THERAPEU 2,077 2,023
85571B105 STARWOOD PROPERTY TR 3,366 3,222
85914M107 STEPSTONE GROUP INC- 4,114 5,325
87873R101 TECHTRONIC INDUSTRIE 4,279 3,871
87874R308 TECHTARGET INC NEW 3,392 1,130
882681109 TEXAS ROADHOUSE INC 5,984 6,315
88322Q108 TG THERAPEUTICS INC 878 1,054
92537N108 VERTIV HOLDINGS LLC 5,029 7,044
927320101 VINCI S.A. ADR 8,989 7,828
93403J106 WARBY PARKER INC-CLA 1,539 1,453
989207105 ZEBRA TECHNOLOGIES C 7,858 9,656
98956A105 ZETA GLOBAL HOLDINGS 1,368 1,439
98980A105 ZTO EXPRESS CAYMAN I 4,329 4,008
98980F104 ZOOMINFO TECHNOLOGIE 1,763 1,766
G25457105 CREDO TECHNOLOGY GRO 1,939 1,747
G2717B108 CUSHMAN & WAKEFIELD 2,686 2,629
G31249108 ESTABLISHMENT LABS H 1,251 1,106
G3323L100 FABRINET SEDOL B4JSZ 1,686 1,539
G3934V109 GENIUS SPORTS LTD SE 1,992 2,543
M2197Q107 CELLEBRITE DI LTD SE 1,774 1,828
N3144W105 EXPRO GROUP HOLDINGS 3,595 2,469

TY 2024 InvestmentsOtherSchedule2
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 421,296 388,516
464287176 ISHARES TIPS BOND ET      
464287200 ISHARES CORE S&P 500 AT COST 466,774 745,858
464287234 ISHARES MSCI EMERGIN AT COST 105,395 127,091
464287473 ISHARES RUSSELL MID-      
552746364 MFS EMERGING MKTS DE AT COST 275,000 221,732
922908553 VANGUARD REAL ESTATE      
46090E103 INVESCO QQQ TRUST ET      
09252M883 BLACKROCK TOTAL RETU AT COST 379,287 311,976
52106N459 LAZARD GLOBAL LISTED      
74440Y884 PGIM HIGH YIELD FUND AT COST 182,766 161,199
97717X669 WISDOMTREE U.S. QUAL AT COST 229,759 294,261
413838566 OAKMARK INTL SM CAP- AT COST 150,000 143,360
464287465 ISHARES MSCI EAFE ET AT COST 250,817 242,179
592905749 TCW METROPOLITAN WES AT COST 230,000 200,963
74256W584 PRINCIPAL MIDCAP FUN AT COST 250,000 303,054
77958B402 T ROWE PRICE INSTITU      
89609H704 TRIBUTARY SMALL COMP AT COST 193,633 181,232
936793686 WASATCH INTL OPPORTU      
957663669 WESTERN ASSET CORE P      
89154M702 TOUCHSTONE SANDS EM AT COST 145,000 146,015
464287440 ISHARES BARCLAYS 7-1 AT COST 150,776 141,079
46432F339 ISHARES MSCI USA QUA AT COST 228,970 313,955
04314H576 ARTISAN INTL SM/MID- AT COST 147,000 141,942
94987W794 ALLSPRING CORE BOND AT COST 180,000 172,401

TY 2024 LegalFeesSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - INCOME (ALLOCABLE 7,752     7,752


TY 2024 OtherDecreasesSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Description Amount
RETURN OF CAPITAL ADJUSTMENT 528
2024 TRANSACTIONS POSTED IN 2025 6,407
COST BASIS ADJUSTMENT 796
COST BASIS ADJ/ PY CALCULATED ROC 1,121


TY 2024 OtherExpensesSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MAP MANAGEMENT FEES 7,103 7,103   0
GRANTMAKING FEES 8,400 0   8,400
ADR SERVICE FEES 1,778 1,778   0
CLASS ACTION FILING FEES 44 44   0


TY 2024 OtherIncomeSchedule2
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 40 0  
SECTION 897 CAPITAL GAIN 19 19  


TY 2024 OtherIncreasesSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Description Amount
RETURN OF GRANTS 3,362
RECOVERY OF P/Y EXPENSES 8,453
2023 TRANSACTIONS POSTED IN 2024 6,475
2023 SALES POSTED IN 2024 1,407
PY WASH SALES ADJUSTMENT 221
ADJUSTMENT TO INCOME 171


TY 2024 TaxesSchedule
Name:
WILBUR E POSTLES SCHOLARSHIP FUND
EIN:
51-6010602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,027 3,027   0
FEDERAL ESTIMATES - INCOME 2,806 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,598 1,598   0
FOREIGN TAXES ON NONQUALIFIED 211 211   0