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
THE IRENE AND CARROLL RHEINSTROM FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7174711
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,497,037J 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... 263,481 263,218  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 768,236
b Gross sales price for all assets on line 6a 3,506,897
7 Capital gain net income (from Part IV, line 2)... 768,236
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,031,717 1,031,454  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,783 34,670   23,113
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,509 5,167   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
320 70   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,612 39,907 0 23,363
25 Contributions, gifts, grants paid....... 421,829 421,829
26 Total expenses and disbursements. Add lines 24 and 25 499,441 39,907 0 445,192
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 532,276
b Net investment income (if negative, enter -0-) 991,547
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......... 317,573 407,608 407,608
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,268,027 Click to see attachment
List of Attached Documents:
// Content
8,709,530 		10,089,429
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) 8,585,600 9,117,138 10,497,037
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........ 8,585,600 9,117,138
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)..... 8,585,600 9,117,138
30 Total liabilities and net assets/fund balances (see instructions). 8,585,600 9,117,138
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
8,585,600
2
Enter amount from Part I, line 27a .....................
2
532,276
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,505
4
Add lines 1, 2, and 3 ..........................
4
9,119,381
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,243
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,117,138
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 145. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 321. ABBOTT LABORATORIES     2024-01-08
c 79. ASSURANT INC     2024-01-08
d 710. BAKER HUGHES A GE CO     2024-01-08
e 49. COSTCO WHSL CORP NEW     2024-01-08
143. ILLINOIS TOOL WORKS INC COM   2014-08-18 2024-01-08
84. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
96. S & P GLOBAL INC     2024-01-08
68. EVEREST RE GRP LTD     2024-01-08
51. ASSURANT INC     2024-01-09
55. ASSURANT INC     2024-01-10
85. ASSURANT INC     2024-01-11
160. BUNGE GLOBAL SA   2024-01-08 2024-01-22
8621.303 BNY MELLON INTL EQUITY INCOME FUND   2013-03-22 2024-02-09
540. AMERICAN INTERNATIONAL GROUP     2024-02-21
148. AMERIPRISE FINL INC     2024-02-21
540. AMPHENOL CORP NEW     2024-02-21
1080. BOSTON SCIENTIFIC CORP COM     2024-02-21
23. BROADCOM INC     2024-02-21
56. ELI LILLY & CO COM     2024-02-21
45. THERMO ELECTRON CORP     2024-02-21
61. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
50000. UNITED STATES TREASU 2.625% 4/30/24     2024-02-26
25000. CREDIT SUISSE NEW YO 3.625% 9/09/24   2019-01-29 2024-03-14
69. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
970. BANK OF AMERICA CORP     2024-03-20
500. CSX CORP COM   2017-02-24 2024-03-20
610. COCA - COLA CO     2024-03-20
680. CORNING INC COM     2024-03-20
875. EXXON MOBIL CORP     2024-03-20
114. GENUINE PARTS CO   2023-03-06 2024-03-20
59. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
230. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
166. NIKE INC CL B     2024-03-20
43. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
118. PROCTER & GAMBLE CO COM     2024-03-20
500. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
360. SYNCHRONY FINANCIAL     2024-03-20
230. VOYA FINANCIAL INC     2024-03-20
20000. MITSUBISHI UFJ FIN G 2.193% 2/25/25   2021-10-15 2024-03-27
25000. BARCLAYS PLC 3.65% 3/16/25   2021-10-07 2024-04-03
20000. INTEL CORP 2.45% 11/15/29   2020-05-11 2024-04-03
10000. UNITED STATES TREAS 2.375% 8/15/24     2024-04-08
27. DEERE & COMPANY   2017-07-06 2024-04-09
67. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
174. J P MORGAN CHASE & CO     2024-04-09
122. ELI LILLY & CO COM     2024-04-09
77. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
290. NEXTERA ENERGY INC     2024-04-09
218. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
390. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
21. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
22. THERMO ELECTRON CORP   2019-02-28 2024-04-09
240. TWILIO INC - A   2023-06-01 2024-04-09
91. EATON CORP PLC     2024-04-09
99. ABBVIE INC   2024-02-21 2024-04-25
342. ABBVIE INC     2024-04-25
240. CF INDS HLDGS INC   2024-03-20 2024-05-07
930. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
15000. UNITED STATES TREAS 2.375% 8/15/24   2019-01-30 2024-05-23
5097.445 BNYM SEL MGR S/C VAL-Y   2012-06-18 2024-05-29
4914.082 BNYM SELECT MGR S/C GRW-Y   2012-06-18 2024-05-29
18737.27 D F A COMMODITY STRATEGY PORT   2023-01-23 2024-05-29
6518.904 BNY MELLON INCOME STK FD CL M   2018-03-19 2024-06-10
530. INTEL CORPORATION   2023-12-14 2024-06-12
420. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
280. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
25000. GOLDMAN SACHS GRP 3.272% 9/29/25   2022-04-07 2024-06-24
66. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.1667 GRAIL INC   2023-07-31 2024-07-08
82. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
53. CINTAS CORP   2024-01-08 2024-07-23
41. GRAIL INC     2024-07-23
150. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
700. NEWMONT MINING CORP   2023-12-14 2024-07-23
250. CRH PLC   2024-04-09 2024-07-23
391. INTERNATIONAL GAME TECHNOLOG     2024-07-23
45. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
200. ARES MANAGEMENT CORP     2024-07-24
179. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
184. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-24
104. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
440. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
50. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
160. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
362. INTERNATIONAL GAME TECHNOLOG     2024-07-25
364. INTERNATIONAL GAME TECHNOLOG     2024-07-26
189. CHEVRON CORPORATION   2024-03-20 2024-08-01
91. J P MORGAN CHASE & CO     2024-08-08
99. EATON CORP PLC     2024-08-08
59. TRANE TECHNOLOGIES PLC   2012-06-14 2024-08-08
25000. BANK OF AMERICA CORP 3.95% 4/21/25   2019-01-31 2024-08-15
55000. UNITED STATES TREAS 2.375% 8/15/24     2024-08-15
14. EATON CORP PLC   2012-11-30 2024-08-27
133. EATON CORP PLC   2012-11-30 2024-08-27
161. ROSS STORES INC   2024-03-20 2024-08-28
1847.291 BNY MELLON INCOME STK FD CL M   2018-03-19 2024-09-04
25000. LLOYDS BANKING GROUP 2.438% 2/05/26   2021-08-09 2024-09-04
20000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26   2021-06-21 2024-09-12
480. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
85. J P MORGAN CHASE & CO     2024-09-13
303. NOVARTIS AG SPNSRD ADR     2024-09-13
15000. U S TREASURY NOTE 2.0% 2/15/25   2019-01-31 2024-10-04
83. WILLIS TOWERS WATSON PLC     2024-10-04
5000. U S TREASURY NOTE 2.0% 2/15/25   2019-02-01 2024-10-07
25000. SHELL INTERNATIONAL FINANCE BV   2021-12-20 2024-10-17
430. CITIGROUP INC   2024-03-20 2024-10-24
140. SANOFI-SYNTHELABO     2024-10-24
290. SANOFI-SYNTHELABO     2024-10-24
32. UNITED HEALTH GROUP INC     2024-10-24
13. ALLSTATE CORP COM   2024-08-08 2024-10-31
85. ALLSTATE CORP COM     2024-10-31
124. T -MOBILE US INC     2024-10-31
10000. U S TREASURY NOTE 2.0% 2/15/25   2019-02-01 2024-11-12
25000. AMAZON.COM INC 3.3% 4/13/27   2022-06-09 2024-11-14
49. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
4. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
29. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
22. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
11. UNITED HEALTH GROUP INC   2016-09-26 2024-11-14
460. CELSIUS HOLDINGS INC     2024-11-26
322. DEXCOM INC     2024-11-26
230. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
970. SCHLUMBERGER LIMITED COM     2024-12-13
75000. U S TREASURY NOTE     2024-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 16,148   16,457 -309
b 35,748   23,570 12,178
c 13,112   11,676 1,436
d 22,733   22,243 490
e 32,114   5,893 26,221
36,568   12,614 23,954
24,226   20,466 3,760
41,244   21,048 20,196
24,854   25,970 -1,116
8,366   7,235 1,131
8,978   7,791 1,187
13,944   11,905 2,039
14,238   15,731 -1,493
112,853   121,819 -8,966
36,946   20,188 16,758
58,392   33,677 24,715
56,472   40,857 15,615
70,731   47,354 23,377
27,915   12,314 15,601
41,387   15,753 25,634
24,714   17,302 7,412
21,977   16,445 5,532
49,762   49,603 159
24,740   24,939 -199
35,458   32,300 3,158
34,904   20,639 14,265
18,511   8,017 10,494
36,848   33,376 3,472
22,141   24,022 -1,881
98,416   91,833 6,583
17,636   19,785 -2,149
35,531   20,473 15,058
19,906   18,869 1,037
16,531   8,467 8,064
20,166   18,327 1,839
19,088   16,945 2,143
33,172   32,239 933
15,264   8,244 7,020
16,439   9,030 7,409
19,428   20,620 -1,192
24,527   26,896 -2,369
17,602   20,764 -3,162
9,900   10,119 -219
11,124   3,384 7,740
25,951   22,887 3,064
34,205   23,845 10,360
92,047   20,507 71,540
16,230   11,464 4,766
18,866   13,592 5,274
44,680   41,242 3,438
26,110   26,902 -792
19,752   14,487 5,265
12,907   5,714 7,193
14,734   16,162 -1,428
28,597   10,014 18,583
16,531   17,255 -724
57,108   25,705 31,403
17,866   20,738 -2,872
28,704   30,927 -2,223
14,899   14,888 11
103,274   92,024 11,250
109,830   86,419 23,411
89,377   92,000 -2,623
50,000   60,626 -10,626
16,592   24,376 -7,784
27,195   32,484 -5,289
18,130   16,234 1,896
24,830   24,919 -89
28,402   28,130 272
2   5 -3
12,322   10,886 1,436
40,123   30,878 9,245
626   1,090 -464
6,153   5,560 593
32,918   28,909 4,009
20,526   20,957 -431
8,075   11,604 -3,529
6,581   5,974 607
29,248   16,037 13,211
3,622   5,292 -1,670
3,723   5,261 -1,538
17,695   12,104 5,591
26,768   40,660 -13,892
2,000   1,853 147
9,727   9,830 -103
7,309   10,187 -2,878
8,461   10,077 -1,616
28,836   29,402 -566
18,513   11,373 7,140
28,301   5,380 22,921
19,278   1,430 17,848
24,764   25,199 -435
55,000   54,460 540
4,164   505 3,659
39,382   4,798 34,584
24,142   23,671 471
15,000   17,180 -2,180
24,702   26,101 -1,399
19,722   21,935 -2,213
24,509   29,490 -4,981
17,451   9,713 7,738
34,980   30,985 3,995
14,863   14,583 280
24,128   22,645 1,483
4,954   4,847 107
       
27,038   25,557 1,481
7,212   6,864 348
14,940   16,322 -1,382
17,981   15,833 2,148
2,436   2,209 227
15,927   11,331 4,596
27,737   21,859 5,878
9,936   9,694 242
24,370   24,679 -309
11,120   5,703 5,417
908   446 462
3,221   3,321 -100
13,045   10,833 2,212
6,522   1,534 4,988
12,731   21,689 -8,958
24,936   39,457 -14,521
9,242   12,430 -3,188
38,979   54,166 -15,187
72,346   70,252 2,094
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
      230,131
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       -309
b       12,178
c       1,436
d       490
e       26,221
      23,954
      3,760
      20,196
      -1,116
      1,131
      1,187
      2,039
      -1,493
      -8,966
      16,758
      24,715
      15,615
      23,377
      15,601
      25,634
      7,412
      5,532
      159
      -199
      3,158
      14,265
      10,494
      3,472
      -1,881
      6,583
      -2,149
      15,058
      1,037
      8,064
      1,839
      2,143
      933
      7,020
      7,409
      -1,192
      -2,369
      -3,162
      -219
      7,740
      3,064
      10,360
      71,540
      4,766
      5,274
      3,438
      -792
      5,265
      7,193
      -1,428
      18,583
      -724
      31,403
      -2,872
      -2,223
      11
      11,250
      23,411
      -2,623
      -10,626
      -7,784
      -5,289
      1,896
      -89
      272
      -3
      1,436
      9,245
      -464
      593
      4,009
      -431
      -3,529
      607
      13,211
      -1,670
      -1,538
      5,591
      -13,892
      147
      -103
      -2,878
      -1,616
      -566
      7,140
      22,921
      17,848
      -435
      540
      3,659
      34,584
      471
      -2,180
      -1,399
      -2,213
      -4,981
      7,738
      3,995
      280
      1,483
      107
       
      1,481
      348
      -1,382
      2,148
      227
      4,596
      5,878
      242
      -309
      5,417
      462
      -100
      2,212
      4,988
      -8,958
      -14,521
      -3,188
      -15,187
      2,094
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 768,236
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 13,783
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 13,783
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 13,783
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,464
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 12,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,319
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-6636

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RICHARD KOSKEY CO-TRUSTEE
1 		13,633    
502 UNION STREET
HUDSON,NY152322816
BNY MELLON N A TRUSTEE
1 		44,150    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,042,697
b
Average of monthly cash balances.......................
1b
214,475
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,257,172
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
10,257,172
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
153,858
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,103,314
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
505,166
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
505,166
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,783
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,783
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
491,383
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
491,383
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
491,383
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
445,192
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
445,192
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 7 491,383
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 421,829
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$ 445,192
a Applied to 2023, but not more than line 2a 421,829
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..... 23,363
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 .......... 		468,020
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

NATIONAL AUDUBORN SOCIETY INC

225 VARICK STREET
NEW YORK,NY10004 		NONE PC GENERAL OPERATING 421,829
Total .................................right arrow 3a 421,829
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 ....     14 263,481  
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 ............ 		    18 768,236  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,031,717  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,031,717
(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 InvestmentsOtherSchedule2
Name:
THE IRENE AND CARROLL RHEINSTROM FUND
EIN:
13-7174711
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO      
22160K105 COSTCO WHSL CORP NEW      
91324P102 UNITED HEALTH GROUP AT COST 11,436 41,481
037833100 APPLE INC AT COST 140,967 296,497
05569M301 BNY MELLON INCOME ST AT COST 406,601 298,503
05569M509 BNY MELLON MID CAP S AT COST 532,089 543,972
244199105 DEERE & COMPANY      
87165B103 SYNCHRONY FINANCIAL      
929089100 VOYA FINANCIAL INC AT COST 19,289 27,876
46625H100 J P MORGAN CHASE & C AT COST 36,238 78,385
026874784 AMERICAN INTERNATION AT COST 8,352 22,568
05569M855 BNY MELLON EMERGING AT COST 388,533 362,062
05569M871 BNY MELLON INTL FD C AT COST 171,247 246,986
452308109 ILLINOIS TOOL WORKS      
594918104 MICROSOFT CORP COM AT COST 141,951 330,878
02079K305 ALPHABET INC/CA AT COST 125,555 291,711
05569M384 BNY MELLON INTL EQUI      
060505104 BANK OF AMERICA CORP AT COST 28,243 32,963
65339F101 NEXTERA ENERGY INC      
023135106 AMAZON COM INC AT COST 124,183 268,314
126408103 CSX CORP COM      
654106103 NIKE INC CL B      
G29183103 EATON CORP PLC      
002824100 ABBOTT LABORATORIES      
05589K400 BNYM FLTNG RT INC-Y AT COST 297,328 289,119
05587K857 BNYM INTL STCK-Y AT COST 154,692 239,985
05588E850 BNY MELLON HIGH YIEL AT COST 235,518 210,131
06051GFP9 BANK OF AMERICA CORP      
78409V104 S & P GLOBAL INC      
912828J27 U S TREASURY NOTE AT COST 43,494 44,872
191216100 COCA-COLA CO USD      
91159HHM5 U S BANCORP 3.1% 4 AT COST 24,522 24,464
912828D56 UNITED STATES TREAS      
912828R36 U S TREASURY NOTE      
00287Y109 ABBVIE INC      
22546QAP2 CREDIT SUISSE NEW YO      
780082AD5 ROYAL BANK OF CANADA AT COST 26,296 24,968
883556102 THERMO ELECTRON CORP      
9128284N7 UNITED STATES TREAS AT COST 77,309 71,640
00206RGL0 A T & T INC AT COST 24,568 24,458
12572Q105 CME GROUP INC AT COST 66,708 78,958
912828V98 UNITED STATES TREAS AT COST 73,326 71,975
20030NCA7 COMCAST CORP AT COST 25,568 23,819
95000U2D4 WELLS FARGO & CO AT COST 20,637 19,390
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 26,011 24,990
05587K824 BNYM SEL MGR S/C VAL      
05587K865 BNYM SELECT MGR S/C      
05588F709 BNYM GLBL RL EST SEC AT COST 89,409 96,351
05588D753 BNY MELLON INTL EQTY AT COST 93,808 87,698
21684AAF3 COOPERATIEVE RABOBAN AT COST 24,014 24,497
86562MAF7 SUMITOMO MITSUI FINL AT COST 25,898 24,225
78462F103 SPDR TR UTS AT COST 68,363 169,963
87234N765 TCW EMERGING MARKETS AT COST 134,216 110,813
912828Z94 UNITED STATES TREAS AT COST 62,796 52,099
464287655 ISHARES RUSSELL 2000 AT COST 250,756 273,990
G8994E103 TRANE TECHNOLOGIES P AT COST 2,448 37,304
172967ME8 CITIGROUP INC AT COST 29,147 23,869
458140BH2 INTEL CORP      
693475AW5 PNC FINANCIAL SERVIC AT COST 27,188 23,657
532457108 ELI LILLY & CO COM      
68389XBU8 ORACLE CORP AT COST 26,683 24,005
606822BN3 MITSUBISHI UFJ FIN G      
G1151C101 ACCENTURE PLC IRELAN      
10373QAE0 BP CAPITAL MARKETS A AT COST 28,428 24,476
03076C106 AMERIPRISE FINL INC      
539439AV1 LLOYDS BANKING GROUP      
06738EAE5 BARCLAYS PLC 3.65% 3      
110122CN6 BRISTOL-MYERS SQUIBB      
437076CB6 HOME DEPOT INC 2.7% AT COST 26,413 22,509
822582CG5 SHELL INTERNATIONAL      
377372AN7 GLAXOSMITHKLINE CAP AT COST 23,468 19,507
91282CCB5 UNITED STATES TREAS AT COST 45,457 37,964
38141GWQ3 GOLDMAN SACHS GRP      
75886F107 REGENERON PHARMACEUT      
91282CFK2 WI TREASURY SEC. AT COST 73,422 74,601
91282CFL0 U S TREASURY NOTE AT COST 59,817 58,695
05722G100 BAKER HUGHES A GE CO      
032095101 AMPHENOL CORP NEW      
742718109 PROCTER & GAMBLE CO      
91282CEP2 WI TREASURY SEC. AT COST 48,208 44,905
482480AL4 K L A CORP AT COST 21,045 19,569
036752103 ANTHEM INC      
13607HR61 CANADIAN IMPERIAL BA AT COST 24,248 24,312
023135CF1 AMAZON.COM INC      
91282CFM8 U S TREASURY NOTE AT COST 76,010 74,704
573284106 MARTIN MARIETTA MATL      
517834107 LAS VEGAS SANDS CORP AT COST 27,763 40,574
580135101 MC DONALDS CORPORATI      
464288273 ISHARES MSCI EAFE SM AT COST 271,718 227,205
00206R102 AT&T INC AT COST 48,161 62,390
30231G102 EXXON MOBIL CORP      
11135F101 BROADCOM INC      
020002101 ALLSTATE CORP COM AT COST 27,575 40,293
744573106 PUBLIC SERVICE ENTER      
91282CEK3 UNITED STATES TREASU      
016255101 ALIGN TECHNOLOGY INC AT COST 48,514 28,566
038222105 APPLIED MATERIALS IN AT COST 55,408 55,782
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 35,417 35,181
075887109 BECTON DICKINSON AND AT COST 85,240 74,186
084670702 BERKSHIRE HATHAWAY I AT COST 88,550 115,133
16679L109 CHEWY INC - CLASS A AT COST 22,529 41,528
17275R102 CISCO SYS INC AT COST 63,818 72,224
21037T109 CONSTELLATION ENERGY AT COST 23,533 47,203
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 39,836 34,363
23320G463 D F A COMMODITY STRA      
235851102 DANAHER CORP COMMON AT COST 68,760 69,783
24422EWR6 JOHN DEERE CAPITAL C AT COST 20,399 20,102
25746U109 DOMINION RES INC VA AT COST 45,430 50,090
30303M8G0 META PLATFORMS INC AT COST 24,256 24,440
35671D857 FREEPORT-MCMORAN COP AT COST 47,805 40,365
372460105 GENUINE PARTS CO      
404280DZ9 HSBC HOLDINGS PLC AT COST 24,909 25,366
443573100 HUBSPOT INC AT COST 47,869 62,709
452327109 ILLUMINA INC AT COST 37,456 33,007
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 40,668 53,240
464287507 ISHARES TR S&P MIDCA AT COST 201,852 233,663
46647PDH6 JPMORGAN CHASE & CO AT COST 24,424 24,443
56585A102 MARATHON PETROLEUM C AT COST 21,737 20,367
595017104 MICROCHIP TECHNOLOGY      
61747YFA8 MORGAN STANLEY AT COST 25,258 25,069
64110L106 NETFLIX COM INC AT COST 17,617 35,653
651639106 NEWMONT MINING CORP AT COST 18,998 17,121
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 83,290 373,326
674599105 OCCIDENTAL PETROLEUM      
716973AE2 PFIZER INVESTMENT EN AT COST 23,806 24,292
759916109 REPLIGEN CORP AT COST 30,862 28,356
78009PEH0 ROYAL BANK OF SCOTLA AT COST 23,418 24,742
80105N105 SANOFI-SYNTHELABO AT COST 28,465 28,456
803607100 SAREPTA THERAPEUTICS AT COST 33,899 35,991
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 31,736 40,795
87612EBP0 TARGET CORP AT COST 20,016 19,333
89115A2S0 TORONTO-DOMINION BAN AT COST 19,832 20,232
89788MAN2 TRUIST FINANCIAL COR AT COST 20,295 20,329
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 29,092 35,589
91282CFV8 U S TREASURY NOTE AT COST 31,580 29,260
91282CGE5 WI TREASURY SECURITY AT COST 73,841 74,750
91282CGH8 U S TREASURY NOTE AT COST 63,549 63,510
91282CHC8 US TREASURY N/B AT COST 29,580 27,569
91282CHR5 UNITED STATES TREAS AT COST 39,457 39,161
91282CJJ1 U S ETREASURY NOTE AT COST 20,892 19,909
92338C103 VERALTO CORP-W/I AT COST 35,358 42,573
92343VEU4 VERIZON COMMUNICATIO AT COST 24,059 23,995
G25508105 CRH PLC AT COST 23,790 37,933
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 28,252 36,326
031100100 AMETEK INC NEW AT COST 46,334 47,228
05569M780 BNY MELLON S/T US GV AT COST 100,000 101,280
06051GKP3 BANK OF AMERICA CORP AT COST 24,767 24,735
06738ECP8 BARCLAYS PLC AT COST 20,011 20,249
071813109 BAXTER INTL INC COM AT COST 21,942 16,038
09073M104 BIO-TECHNE CORP AT COST 22,091 22,329
110122108 BRISTOL MYERS SQUIBB AT COST 30,853 35,633
110122EG9 BRISTOL-MYERS SQUIBB AT COST 20,970 20,129
20825C104 CONOCOPHILLIPS AT COST 53,045 45,321
22550L2K6 CREDIT SUISSE NEW YO AT COST 19,852 20,117
251526CS6 DEUTSCHE BANK NY 6.7 AT COST 20,616 20,767
25278X109 DIAMONDBACK ENERGY I AT COST 24,026 24,083
254687106 DISNEY (WALT) COMPAN AT COST 40,404 39,084
26884L109 EQT CORP COM AT COST 68,835 85,304
320517105 FIRST HORIZON NATL C AT COST 21,304 28,397
36828A101 GE VERNOVA LLC AT COST 32,532 60,852
37045V100 GENERAL MOTORS CO AT COST 26,147 33,027
375558103 GILEAD SCIENCES INC AT COST 23,111 24,016
38141G104 GOLDMAN SACHS GROUP AT COST 37,461 55,544
38141GWZ3 GOLDMAN SACHS GROUP AT COST 24,128 24,325
443201108 HOWMET AEROSPACE INC AT COST 44,822 74,372
443510607 HUBBELL INC COM AT COST 80,712 85,872
45687V106 INGERSOLL RAND INC AT COST 52,241 53,371
458140CG3 INTEL CORP AT COST 20,078 19,337
460146103 INTERNATIONAL PAPER AT COST 32,775 37,674
464287804 ISHARES TR S & P SMA AT COST 155,584 167,069
49177J102 KENVUE INC AT COST 35,979 37,790
502431109 L3HARRIS TECHNOLOGIE AT COST 52,662 51,098
504922105 LABCORP HOLDINGS INC AT COST 30,397 34,398
53944YAX1 LLOYDS BANKING GROUP AT COST 20,851 19,917
550021109 LULULEMON ATHLETICA AT COST 24,547 19,121
59156R108 METLIFE INC AT COST 24,371 23,745
60937P106 MONGODB INC AT COST 38,055 26,308
681919106 OMNICOM GROUP INC CO AT COST 46,510 42,160
718172109 PHILIP MORRIS INTERN AT COST 22,382 26,477
718546104 PHILLIPS 66 AT COST 32,382 23,470
722304102 PINDUODUO INC-ADR AT COST 22,949 18,428
776696106 ROPER TECHNOLOGIES I AT COST 53,084 51,465
822905AB1 SHELL FINANCE US INC AT COST 26,308 22,532
88579Y101 3M CO AT COST 21,785 26,980
902973304 US BANCORP DEL AT COST 27,110 26,785
91282CGB1 US TREASURY N/B AT COST 20,157 19,539
91282CJF9 U S TREASURY NOTE AT COST 71,542 71,259
91282CJX0 U S TREASURY NOTES AT COST 39,224 39,026
91282CJZ5 U S TREASURY NOTE AT COST 14,557 14,360
91282CKR1 U S TREASURY BOND AT COST 25,130 25,125
91282CLD1 U S TREASURY NOTE AT COST 35,721 34,303
91282CLF6 U S TREASURY NOTE AT COST 14,490 14,183
98978V103 ZOETIS INC AT COST 34,164 30,794
G0403H108 AON PLC/IRELAND A AT COST 21,906 26,219
G51502105 JOHNSON CTLS INTL PL AT COST 45,111 54,462
G5960L103 MEDTRONIC PLC AT COST 75,940 71,093
H01301128 ALCON INC AT COST 32,307 29,712
V7780T103 ROYAL CARIBBEAN CRUI AT COST 22,796 25,376

TY 2024 OtherDecreasesSchedule
Name:
THE IRENE AND CARROLL RHEINSTROM FUND
EIN:
13-7174711
Description Amount
CY PURCHASE OF ACCRUED INTEREST 990
MUTUAL FUND TIMING ADJ 403
PY RETURN OF CAPITAL ADJUSTMENT 316
ROC ON CY SALES 263
COST BASIS ADJUSTMENT 271


TY 2024 OtherExpensesSchedule
Name:
THE IRENE AND CARROLL RHEINSTROM FUND
EIN:
13-7174711
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 70 70   0


TY 2024 OtherIncreasesSchedule
Name:
THE IRENE AND CARROLL RHEINSTROM FUND
EIN:
13-7174711
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,505


TY 2024 TaxesSchedule
Name:
THE IRENE AND CARROLL RHEINSTROM FUND
EIN:
13-7174711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,674 4,674   0
FEDERAL TAX PAYMENT - PRIOR YE 1,878 0   0
FEDERAL ESTIMATES - PRINCIPAL 12,464 0   0
FOREIGN TAXES ON NONQUALIFIED 493 493   0