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
MCKENNA PHILIP M FDN
 
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

25-6082635
B Telephone number (see instructions)

(412) 234-1634
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$20,634,854J 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... 362,019 361,511  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,802,017
b Gross sales price for all assets on line 6a 11,962,334
7 Capital gain net income (from Part IV, line 2)... 1,802,017
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........ 2,164,036 2,163,528  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 188,053 72,993   115,060
14 Other employee salaries and wages...... 19,590 0 0 19,590
15 Pension plans, employee benefits....... 48,888 0 0 48,888
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,111 2,111 0 0
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
53,881 6,815   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 21,980     21,980
21 Travel, conferences, and meetings....... 100 0 0 100
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,206 646   7,560
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 342,809 82,565 0 213,178
25 Contributions, gifts, grants paid....... 753,500 753,500
26 Total expenses and disbursements. Add lines 24 and 25 1,096,309 82,565 0 966,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,067,727
b Net investment income (if negative, enter -0-) 2,080,963
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............. 7,492 10,125 10,125
2 Savings and temporary cash investments......... 482,047 502,640 502,640
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).......... 15,428,444 Click to see attachment
List of Attached Documents:
// Content
16,472,196 		20,122,089
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) 15,917,983 16,984,961 20,634,854
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........ 15,917,983 16,984,961
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)..... 15,917,983 16,984,961
30 Total liabilities and net assets/fund balances (see instructions). 15,917,983 16,984,961
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
15,917,983
2
Enter amount from Part I, line 27a .....................
2
1,067,727
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
175
4
Add lines 1, 2, and 3 ..........................
4
16,985,885
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
924
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,984,961
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 136. ASSURANT INC   2023-08-18 2024-01-05
b 118. AON PLC/IRELAND A   2023-05-03 2024-01-05
c 33. AON PLC/IRELAND A   2023-12-21 2024-01-05
d 6389.776 CHAMPLAIN MID CAP FUND-INS   2020-03-17 2024-01-08
e 6288.343 ARIEL FUND-INS   2023-05-02 2024-01-08
3962.784 ARIEL FUND-INS   2023-10-27 2024-01-08
27. ASSURANT INC   2023-08-23 2024-01-08
21010.08 BNYM US EQUITY FUND-Y   2020-07-23 2024-01-08
604.795 BNYM INTL STCK-Y   2023-12-13 2024-01-08
8083.302 BNYM INTL STCK-Y   2018-03-06 2024-01-08
2729.578 BNYM OPPORT SM CAP-Y   2011-12-08 2024-01-08
2017.485 BNYM GLBL RL RTRN -Y   2021-05-13 2024-01-08
2531.647 BNYM GLBL RL EST SEC-Y   2012-05-22 2024-01-08
2442. INVESCO S&P 500 EQUAL WEIGHT   2023-05-02 2024-01-08
1000. INVESCO S&P 500 EQUAL WEIGHT   2023-10-27 2024-01-08
259. ISHARES GOLD TRUST   2021-03-26 2024-01-08
500. JOHN HANCOCK III-DISC M/C-IS   2023-06-26 2024-01-08
6229.236 JOHN HANCOCK III-DISC M/C-IS   2023-10-27 2024-01-08
9036.144 PRINCIPAL PREFERRED SEC-INS   2023-10-26 2024-01-08
10550.996 PRINCIPAL PREFERRED SEC-INS   2022-10-21 2024-01-08
247. BUNGE GLOBAL SA   2023-07-31 2024-01-22
5241. ISHARES GOLD TRUST   2000-01-01 2024-01-31
630. MORGAN STANLEY DEAN WITTER & CO   2023-05-03 2024-02-05
170. MORGAN STANLEY DEAN WITTER & CO   2023-12-21 2024-02-05
36. NORTHROP GRUMMAN CORP   2023-05-03 2024-02-05
38. NORTHROP GRUMMAN CORP   2023-12-21 2024-02-05
87. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-21 2024-02-21
670. COCA - COLA CO   2023-10-24 2024-02-21
43. ELI LILLY & CO COM   2023-12-21 2024-02-21
101. MARATHON PETROLEUM CORP   2023-05-03 2024-02-21
91. MARATHON PETROLEUM CORP   2023-12-21 2024-02-21
4718.836 CHAMPLAIN MID CAP FUND-INS   2022-07-06 2024-02-26
6851.662 BNYM OPPORT SM CAP-Y   2017-03-02 2024-02-26
6561.68 BNYM GLBL RL RTRN -Y   2021-05-13 2024-02-26
8637.236 HOTCHKIS & WILEY HIGH YLD-I   2019-10-28 2024-02-26
200. ISHARES TR S&P MIDCAP 400 INDEX FD   2023-06-26 2024-02-26
1500. ISHARES TR S&P MIDCAP 400 INDEX FD   2022-03-14 2024-02-26
1790. ISHARES RUSSELL 1000 INDEX FD   2008-11-12 2024-02-26
1000. ISHARES TR S & P SMALL CAP 600   2023-04-18 2024-02-26
2000. ISHARES TR S & P SMALL CAP 600   2020-03-17 2024-02-26
2828.854 JOHN HANCOCK III-DISC M/C-IS   2023-06-26 2024-02-26
1000. SPDR S&P GLOBAL NATURAL RES ETF   2023-04-18 2024-02-26
2000. SPDR S&P GLOBAL NATURAL RES ETF   2023-01-06 2024-02-26
2385. SPDR SER TR   2022-03-14 2024-02-26
8. EXXON MOBIL CORP   2023-06-30 2024-02-28
180. EXXON MOBIL CORP   2023-12-21 2024-02-28
642. EXXON MOBIL CORP   2022-10-10 2024-02-28
600. SHELL PLC-W/I-ADR   2023-05-03 2024-02-28
160. SHELL PLC-W/I-ADR   2023-12-21 2024-02-28
5241. ISHARES GOLD TRUST   2000-01-01 2024-02-29
8. ELI LILLY & CO COM   2023-12-21 2024-03-28
182. ELI LILLY & CO COM   2020-06-23 2024-03-28
268. PROGRESSIVE CORP OHIO   2023-05-03 2024-03-28
71. PROGRESSIVE CORP OHIO   2023-12-21 2024-03-28
1528. SPDR SER TR   2020-03-17 2024-03-28
5241. ISHARES GOLD TRUST   2000-01-01 2024-03-31
175. ABBVIE INC   2023-09-21 2024-04-25
158. ABBVIE INC   2023-12-21 2024-04-25
382. ABBVIE INC   2019-09-20 2024-04-25
273.154 BNYM OPPORT SM CAP-Y   2023-12-12 2024-04-30
16832.678 BNYM OPPORT SM CAP-Y   2010-05-14 2024-04-30
12572.859 BNYM GLBL EMRG MKTS-Y   2024-01-08 2024-04-30
14722.039 BNYM GLBL EMRG MKTS-Y   2017-05-03 2024-04-30
4836.759 DOUBLELINE TOTAL RET BD-I   2023-10-26 2024-04-30
12761.987 DOUBLELINE TOTAL RET BD-I   2021-04-07 2024-04-30
5241. ISHARES GOLD TRUST   2000-01-01 2024-04-30
2088. ISHARES RUSSELL 1000 INDEX FD   2008-11-12 2024-04-30
1308. ISHARES MSCI EAFE SMALL CAP   2024-02-26 2024-04-30
1400. ISHARES MSCI EAFE SMALL CAP   2020-04-14 2024-04-30
1500. ISHARES CORE MSCI EAFE ETF   2023-06-26 2024-04-30
12503. ISHARES CORE MSCI EAFE ETF   2024-01-08 2024-04-30
3500. ISHARES CORE MSCI EAFE ETF   2020-03-17 2024-04-30
80. CF INDS HLDGS INC   2023-12-21 2024-05-07
290. CF INDS HLDGS INC   2023-05-03 2024-05-07
320. INTERPUBLIC GROUP OF COMPANIES INC   2023-12-21 2024-05-08
1130. INTERPUBLIC GROUP OF COMPANIES INC   2023-05-03 2024-05-08
679. ISHARES GOLD TRUST   2021-03-26 2024-05-30
4562. ISHARES GOLD TRUST   2000-01-01 2024-05-31
610. INTEL CORPORATION   2023-09-21 2024-06-12
170. INTEL CORPORATION   2023-12-21 2024-06-12
400. SHOPIFY INC-A W/I   2023-11-03 2024-06-12
700. SHOPIFY INC-A W/I   2023-12-18 2024-06-12
36. NORTHROP GRUMMAN CORP   2023-09-21 2024-06-24
66. NORTHROP GRUMMAN CORP   2023-05-03 2024-06-24
4562. ISHARES GOLD TRUST   2000-01-01 2024-06-30
.6667 GRAIL INC   2023-05-03 2024-07-08
109. ARES MANAGEMENT CORP   2023-12-21 2024-07-23
17. ARES MANAGEMENT CORP   2023-05-03 2024-07-23
20. CINTAS CORP   2023-12-21 2024-07-23
62. CINTAS CORP   2023-05-03 2024-07-23
51.5 GRAIL INC   2023-07-31 2024-07-23
8.5 GRAIL INC   2023-05-03 2024-07-23
1020. NEWMONT MINING CORP   2023-12-07 2024-07-23
380. CRH PLC   2023-11-16 2024-07-23
688. INTERNATIONAL GAME TECHNOLOG   2023-05-03 2024-07-23
383. ARES MANAGEMENT CORP   2023-05-03 2024-07-24
637. INTERNATIONAL GAME TECHNOLOG   2023-05-03 2024-07-24
129. CONSTELLATION ENERGY CORP   2023-12-21 2024-07-25
60. CONSTELLATION ENERGY CORP   2023-06-21 2024-07-25
680. EDWARDS LIFESCIENCES CORP   2024-03-28 2024-07-25
636. INTERNATIONAL GAME TECHNOLOG   2023-05-03 2024-07-25
570. INTERNATIONAL GAME TECHNOLOG   2023-12-21 2024-07-26
69. INTERNATIONAL GAME TECHNOLOG   2023-05-03 2024-07-26
4562. ISHARES GOLD TRUST   2000-01-01 2024-07-31
296. CHEVRON CORPORATION   2024-02-28 2024-08-01
138. J P MORGAN CHASE & CO   2023-12-21 2024-08-08
134. EATON CORP PLC   2023-12-21 2024-08-08
20. EATON CORP PLC   2012-11-30 2024-08-08
54. TRANE TECHNOLOGIES PLC   2023-12-21 2024-08-08
22. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
2687. SPDR SER TR   2020-03-17 2024-08-20
22. EATON CORP PLC   2012-11-30 2024-08-27
206. EATON CORP PLC   2012-11-30 2024-08-27
249. ROSS STORES INC   2023-09-21 2024-08-28
4562. ISHARES GOLD TRUST   2000-01-01 2024-08-31
1133.603 CHAMPLAIN MID CAP FUND-INS   2024-04-30 2024-09-03
19202.996 BNYM GLBL RL RTRN -Y   2021-05-13 2024-09-03
1062.022 F&T BHVRL SM CAP EQ-R6   2024-02-26 2024-09-03
353. ISHARES S&P 500 INDEX FUND   2024-03-28 2024-09-03
808. ISHARES TR S&P MIDCAP 400 INDEX FD   2024-04-30 2024-09-03
454. ISHARES RUSSELL 2000 INDEX FD   2024-04-30 2024-09-03
530.973 JOHN HANCOCK III-DISC M/C-IS   2024-04-30 2024-09-03
206.787 JOHN HANCOCK III-DISC M/C-IS   2023-06-26 2024-09-03
150. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-12-21 2024-09-12
590. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-06-30 2024-09-12
33. J P MORGAN CHASE & CO   2023-12-21 2024-09-13
98. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
469. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
4562. ISHARES GOLD TRUST   2000-01-01 2024-09-30
175000. U S TREASURY NOTE 4.125% 9/30/24   2022-10-21 2024-09-30
128. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
670. CITIGROUP INC   2024-02-28 2024-10-24
670. SANOFI-SYNTHELABO   2023-05-03 2024-10-24
52. UNITED HEALTH GROUP INC   2023-11-20 2024-10-24
156. ALLSTATE CORP COM   2023-12-07 2024-10-31
4562. ISHARES GOLD TRUST   2000-01-01 2024-10-31
192. T -MOBILE US INC   2024-07-23 2024-10-31
1325.413 CHAMPLAIN MID CAP FUND-INS   2024-04-30 2024-11-04
255.615 CHAMPLAIN MID CAP FUND-INS   2022-07-06 2024-11-04
1086.335 G Q G PART EMERG MKTS EQ-INST   2021-04-30 2024-11-04
4574.566 BNY MELLON BOND FD CL M   2019-01-07 2024-11-04
1152.075 BNYM GLBL RL EST SEC-Y   2012-05-22 2024-11-04
726.099 F&T BHVRL SM CAP EQ-R6   2024-02-26 2024-11-04
2701.421 CAUSEWAY CAP MGMT TR   2024-09-03 2024-11-04
165.829 HOTCHKIS & WILEY HIGH YLD-I   2024-09-03 2024-11-04
1715.638 HOTCHKIS & WILEY HIGH YLD-I   2019-11-13 2024-11-04
450. ISHARES S&P 500 INDEX FUND   2024-02-26 2024-11-04
83. CONSTELLATION ENERGY CORP   2023-06-21 2024-11-14
61. UNITED HEALTH GROUP INC   2023-12-21 2024-11-14
700. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
229. DEXCOM INC   2024-04-25 2024-11-26
266. DEXCOM INC   2024-07-25 2024-11-26
4562. ISHARES GOLD TRUST   2000-01-01 2024-11-30
400. SCHLUMBERGER LIMITED COM   2023-12-21 2024-12-13
1460. SCHLUMBERGER LIMITED COM   2023-05-03 2024-12-13
4562. ISHARES GOLD TRUST   2000-01-01 2024-12-31
200000. WI TREASURY SECURITY 4.25% 12/31/24   2023-01-06 2024-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 22,913   19,902 3,011
b 33,928   37,871 -3,943
c 9,488   9,504 -16
d 152,332   100,000 52,332
e 423,268   410,000 13,268
266,735   230,000 36,735
4,499   3,758 741
171,652   500,000 -328,348
13,922   13,777 145
186,078   157,884 28,194
80,441   79,624 817
30,000   34,438 -4,438
20,000   18,481 1,519
382,101   348,425 33,676
156,470   135,008 21,462
9,926   8,546 1,380
13,575   12,730 845
169,124   150,000 19,124
79,608   75,000 4,608
92,954   90,000 2,954
21,979   26,886 -4,907
43   35 8
54,229   55,284 -1,055
14,633   15,628 -995
15,939   16,171 -232
16,824   17,449 -625
35,500   31,082 4,418
40,849   37,638 3,211
31,780   24,421 7,359
16,758   11,763 4,995
15,099   13,811 1,288
120,000   99,992 20,008
200,000   251,665 -51,665
100,000   112,008 -12,008
90,000   98,393 -8,393
11,387   10,147 1,240
85,401   76,299 9,102
499,228   83,772 415,456
106,654   96,258 10,396
213,309   101,008 112,301
80,000   72,023 7,977
53,115   59,026 -5,911
106,231   117,222 -10,991
298,027   298,615 -588
834   858 -24
18,754   18,232 522
66,888   63,718 3,170
37,557   35,761 1,796
10,015   10,462 -447
40   31 9
6,252   4,543 1,709
142,238   28,429 113,809
55,432   33,122 22,310
14,685   11,038 3,647
200,551   174,932 25,619
45   32 13
29,222   26,860 2,362
26,383   23,969 2,414
63,788   27,735 36,053
7,736   7,684 52
476,701   468,938 7,763
250,577   250,000 577
293,410   232,755 60,655
40,967   40,000 967
108,094   130,000 -21,906
47   32 15
578,711   97,718 480,993
80,170   79,926 244
85,808   66,540 19,268
107,897   99,553 8,344
899,359   884,751 14,608
251,760   183,202 68,558
5,955   6,318 -363
21,588   21,984 -396
9,877   10,415 -538
34,877   40,175 -5,298
30,054   22,441 7,613
43   29 14
19,097   21,154 -2,057
5,322   7,954 -2,632
25,900   23,817 2,083
45,325   53,679 -8,354
15,492   15,746 -254
28,402   29,646 -1,244
41   28 13
10   22 -12
16,380   12,273 4,107
2,555   1,362 1,193
15,141   11,662 3,479
46,936   28,558 18,378
786   1,290 -504
130   285 -155
47,966   41,000 6,966
31,199   24,575 6,624
14,209   19,129 -4,920
56,010   30,676 25,334
12,889   17,711 -4,822
21,949   15,180 6,769
10,209   5,449 4,760
41,368   65,009 -23,641
12,842   17,683 -4,841
13,249   15,595 -2,346
1,604   1,918 -314
43   28 15
45,161   45,040 121
28,075   22,908 5,167
38,307   31,478 6,829
5,717   741 4,976
17,644   13,059 4,585
7,188   544 6,644
366,203   213,242 152,961
6,544   815 5,729
60,997   7,628 53,369
37,337   29,450 7,887
45   29 16
28,000   27,660 340
304,175   298,554 5,621
50,000   47,228 2,772
196,489   185,622 10,867
48,837   46,390 2,447
97,056   89,233 7,823
15,834   15,000 834
6,166   5,265 901
7,659   9,034 -1,375
30,126   34,985 -4,859
6,775   5,478 1,297
20,120   9,725 10,395
54,145   48,011 6,134
45   27 18
175,000   174,166 834
37,210   34,942 2,268
42,129   36,930 5,199
34,516   36,142 -1,626
29,219   27,442 1,777
29,230   21,703 7,527
49   28 21
42,948   33,846 9,102
33,533   32,340 1,193
6,467   5,416 1,051
19,000   19,467 -467
50,000   56,176 -6,176
10,000   8,410 1,590
36,000   32,290 3,710
57,000   57,729 -729
1,763   1,764 -1
18,237   19,507 -1,270
257,194   229,695 27,499
18,836   7,538 11,298
36,170   30,588 5,582
19,374   33,002 -13,628
17,734   31,635 -13,901
20,599   29,151 -8,552
46   28 18
16,074   20,945 -4,871
58,669   66,413 -7,744
48   29 19
200,000   199,859 141
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
      229,276
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       3,011
b       -3,943
c       -16
d       52,332
e       13,268
      36,735
      741
      -328,348
      145
      28,194
      817
      -4,438
      1,519
      33,676
      21,462
      1,380
      845
      19,124
      4,608
      2,954
      -4,907
      8
      -1,055
      -995
      -232
      -625
      4,418
      3,211
      7,359
      4,995
      1,288
      20,008
      -51,665
      -12,008
      -8,393
      1,240
      9,102
      415,456
      10,396
      112,301
      7,977
      -5,911
      -10,991
      -588
      -24
      522
      3,170
      1,796
      -447
      9
      1,709
      113,809
      22,310
      3,647
      25,619
      13
      2,362
      2,414
      36,053
      52
      7,763
      577
      60,655
      967
      -21,906
      15
      480,993
      244
      19,268
      8,344
      14,608
      68,558
      -363
      -396
      -538
      -5,298
      7,613
      14
      -2,057
      -2,632
      2,083
      -8,354
      -254
      -1,244
      13
      -12
      4,107
      1,193
      3,479
      18,378
      -504
      -155
      6,966
      6,624
      -4,920
      25,334
      -4,822
      6,769
      4,760
      -23,641
      -4,841
      -2,346
      -314
      15
      121
      5,167
      6,829
      4,976
      4,585
      6,644
      152,961
      5,729
      53,369
      7,887
      16
      340
      5,621
      2,772
      10,867
      2,447
      7,823
      834
      901
      -1,375
      -4,859
      1,297
      10,395
      6,134
      18
      834
      2,268
      5,199
      -1,626
      1,777
      7,527
      21
      9,102
      1,193
      1,051
      -467
      -6,176
      1,590
      3,710
      -729
      -1
      -1,270
      27,499
      11,298
      5,582
      -13,628
      -13,901
      -8,552
      18
      -4,871
      -7,744
      19
      141
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,802,017
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 28,925
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 28,925
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 28,925
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,532
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 32,532
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,607
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,607 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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (412) 234-1634

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
MR T WILLIAM BOXX CHAIRMAN
40 		115,060 35,121  
PO BOX 186
LATROBE,PA15650
CHARLES R KESLER Ph D VICE CHAIRMAN
0 		0    
PO BOX 186
LATROBE,PA15650
PETER BOXX BOARD MEMBER
0 		0    
PO BOX 186
LATROBE,PA15650
MR JONATHAN C HALL BOARD MEMBER
0 		0    
PO BOX 186
LATROBE,PA15650
MRS ZAN MCKENNA RICH SECRETARY
0 		0    
PO BOX 186
LATROBE,PA15650
BNY MELLON N A TRUSTEE
1 		72,993    
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
20,335,432
b
Average of monthly cash balances.......................
1b
169,232
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,504,664
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
20,504,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
307,570
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,197,094
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,009,855
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
1,009,855
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,925
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,925
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
980,930
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
980,930
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
980,930
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
966,678
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
966,678
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 7 980,930
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 33,231
d From 2022...... 36,790
e From 2023...... 97,794
f Total of lines 3a through e ........ 167,815
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 966,678
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 966,678
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 14,252 14,252
(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 5 153,563
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		153,563
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 18,979
c Excess from 2022.... 36,790
d Excess from 2023.... 97,794
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
T WILLIAM BOXX
PO BOX 186
LATROBE,PA15650
(724) 537-6900
bThe form in which applications should be submitted and information and materials they should include:
PROVIDED UPON INITIAL CONTACT
cAny submission deadlines:
PROVIDED UPON INITIAL CONTACT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PROVIDED UPON INITIAL CONTACT
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

ALLEGHENY INSTITUTE FOR PUBLIC POLICY

305 MT LEBANON BLVD
PITTSBURGH,PA15234 		NONE PC GENERAL OPERATIONS 30,000

AMERICAN COUNCIL OF TRUSTEES & ALUMNI

1730 M ST NW 600
WASHINGTON,DC20036 		NONE PC GENERAL OPERATIONS 20,000

AMERICAN ENTERPRIES INSTITUTE FOR PUBLIC
POLICY RESEARCH
1789 MASSACHUSETTS AVE
WASHINGTON,DC20036 		NONE PC FISCAL POLICY AND 30,000

AMERICANS FOR FAIR TREATMENT

400 N 3RD STREET
HARRISBURG,PA17101 		NONE PC GENERAL OPERATIONS 15,000

ASHLAND UNIVERSITY JOHN M ASHBROOK CEN

401 COLLEGE AVENUE
ASHLAND,OH44805 		NONE PC SCHOLARSHIPS FOR TEACHERS 10,000

CAPITAL RESEARCH CENTER

1513 16TH ST
WASHINGTON,DC20036 		NONE PC GENERAL OPERATIONS 15,000

CARNEGIE SCIENCE CENTER

1 ALLEGHENY AVENUE
PITTSBURGH,PA15212 		NONE PC WESTMORELAND COUNTY STEM 10,000

CLAREMONT INSTITUTE

1317 W FOOTHILL BLVD
CLAREMONT,CA91786 		NONE PC CLAREMONT REVIEW OF BOOKS 80,000

COMMONWEALTH FOUNDATION FOR PUBLIC
POLICY ALTERNATIVES
225 STATE STREET
HARRISBURG,PA17101 		NONE PC GENERAL OPERATIONS 85,000

ETHICS AND PUBLIC POLICY CENTER

1730 M STREET
WASHINGTON,DC20036 		NONE PC THE CONSTITUTION, COURTS 40,000

FEDERALIST SOCIETY FOR LAW AND PUBLIC PO

1776 I STREET
WASHINGTON,DC20006 		NONE PC GENERAL OPERATIONS AND PA 15,000

FOUNDATION FOR FREE ENTERPRISE EDUCATION

3076 W 12TH ST
ERIE,PA16505 		NONE PC STUDENT PROGRAMMING 20,000

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUC

510 WALNUT ST
PHILADELPHIA,PA19106 		NONE PC GENERAL OPERATIONS 20,000

GROVE CITY COLLEGE

100 CAMPUS DRIVE
GROVE CITY,PA16127 		NONE PC INSTITUTE FOR FAITH & 10,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		NONE PC ALAN P KIRBY, JR CENTER IN 20,000

GLSD PARKS & RECREATION COMMISSION

901 JEFFERSON ST
LATROBE,PA156501809 		NONE PC COMMUNITY PROGRAMS, 12,500

INSTITUTE FOR HUMANE STUDIES

3434 WASHINGTON BLVD
ARLINGTON,VA22201 		NONE PC FACULTY & STUDENT 15,000

INTERCOLLEGIATE STUDIES INSTITUTE

3901 CENTERVILLE ROAD
WILMINGTON,DE19807 		NONE PC GENERAL OPERATIONS 60,000

JUNIOR ACHIEVEMENT OF SOUTHWESTERN PA

90 EMERSON LANE
BRIDGEVILLE,PA15017 		NONE PC WESTMORELAND COUNTY SCHOOLS 10,000

LATROBE COMMUNITY REVITALIZATION PROGRAM

816 LIGONIER ST
LATROBE,PA15650 		NONE PC DOWNTOWN LATROBE 10,000

LINCOLN INSTITUTE OF PUBLIC OPINION RESE

5405 JONESTOWN RD
HARRISBURG,PA15658 		NONE PC GENERAL OPERATIONS 15,000

LOYALHANNA WATERSHED ASSOCIATION

6 OLD LINCOLN HWY W
LIGONIER,PA15658 		NONE PC GENERAL OPERATIONS 1,000

MERCATUS CENTER GEORGE MASON UNIVERSITY

3434 WASHINGTON BLVD
ARLINGTON,VA22201 		NONE PC GENERAL OPERATIONS 20,000

NATIONAL ASSOCIATION OF SCHOLARS

12 E 46TH STREET
NEW YORK,NY10017 		NONE PC CORE PROGRAMMING 20,000

NATIONAL TAXPAYERS UNION FOUNDATION

122 C STREET NW SUITE 700
WASHINGTON,DC20001 		NONE PC GENERAL OPERATIONS 15,000

PACIFIC RESEARCH INSTITUTE FOR PUBLIC PO

101 MONTGOMERY STREET
SAN FRANCISCO,CA94101 		NONE PC HEALTHCARE POLICY 80,000

REALCLEAR FOUNDATION

666 DUNDEE ROAD
NORTHBROOK,IL60062 		NONE PC PENNSYLVANIA MEDIA PROGRAM 30,000

THE FAIRNESS CENTER

500 N THIRD ST
HARRISBURG,PA17101 		NONE PC GENERAL OPERATING 15,000

SERVICE CORPS OF RETIRED EXECUTIVES ASSO

300 PURCHASE RD
LATROBE,PA15650 		NONE PC GENERAL OPERATIONS AND 5,000

TAX FOUNDATION

1325 G ST NW
WASHINGTON,DC20005 		NONE PC GENERAL OPERATIONS 25,000
Total .................................right arrow 3a 753,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 362,019  
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 1,802,017  
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) ..   2,164,036  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,164,036
(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 AccountingFeesSchedule
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,111 2,111    

TY 2024 InvestmentsOtherSchedule2
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287622 ISHARES RUSSELL 1000      
037833100 APPLE INC AT COST 213,378 459,521
026874784 AMERICAN INTERNATION AT COST 28,883 35,672
46625H100 J P MORGAN CHASE & C AT COST 50,147 121,773
91324P102 UNITED HEALTH GROUP AT COST 19,457 64,244
G29183103 EATON CORP PLC      
023135106 AMAZON COM INC AT COST 176,242 417,280
05569M830 BNY MELLON BOND FD C AT COST 1,220,722 1,186,065
594918104 MICROSOFT CORP COM AT COST 222,363 514,230
929089100 VOYA FINANCIAL INC AT COST 31,332 43,363
00766Y513 CHAMPLAIN MID CAP FU AT COST 365,061 444,789
05588F709 BNYM GLBL RL EST SEC AT COST 172,378 190,432
44134R735 HOTCHKIS & WILEY HIG AT COST 278,236 280,270
9128287D6 TSY INFL IX N/B 0.25 AT COST 123,832 114,285
12572Q105 CME GROUP INC AT COST 100,005 122,850
00287Y109 ABBVIE INC      
05587N737 BNYM OPPORT SM CAP-Y      
05588L409 BNYM GLBL EMRG MKTS-      
191216100 COCA-COLA CO USD      
05587K857 BNYM INTL STCK-Y AT COST 932,189 1,126,198
912828H45 UNITED STATES TREAS AT COST 120,125 119,772
532457108 ELI LILLY & CO COM      
464288273 ISHARES MSCI EAFE SM      
46432F842 ISHARES CORE MSCI EA      
05569M368 BNY MELLON CORP BOND AT COST 166,048 155,992
G8994E103 TRANE TECHNOLOGIES P AT COST 3,885 57,988
00771X419 G Q G PART EMERG MKT AT COST 764,893 749,511
464287804 ISHARES TR S & P SMA      
464287507 ISHARES TR S&P MIDCA AT COST 557,048 858,694
05587K832 BNYM US EQUITY FUND-      
78464A763 SPDR SER TR      
14064D873 F&T BHVRL SM CAP EQ- AT COST 712,333 967,764
464285204 ISHARES GOLD TRUST AT COST 135,741 225,865
05587N794 BNYM GLBL RL RTRN -Y      
258620103 DOUBLELINE TOTAL RET      
91282CFN6 U S TREASURY NOTE      
00206R102 AT&T INC AT COST 71,051 98,594
020002101 ALLSTATE CORP COM AT COST 44,632 62,464
91282CFP1 UNITED STATES TREASU AT COST 74,414 75,019
10373QAE0 BP CAPITAL MARKETS A AT COST 70,006 73,427
74253Q416 PRINCIPAL PREFERRED      
30231G102 EXXON MOBIL CORP      
13607HR61 CANADIAN IMPERIAL BA AT COST 91,017 97,246
517834107 LAS VEGAS SANDS CORP AT COST 49,653 62,146
016255101 ALIGN TECHNOLOGY INC AT COST 66,554 46,498
02079K107 ALPHABET INC AT COST 270,974 453,819
031100100 AMETEK INC NEW AT COST 63,339 73,366
038222105 APPLIED MATERIALS IN AT COST 65,760 86,682
03990B101 ARES MANAGEMENT CORP      
040337842 ARIEL FUND-INS      
04045F592 ARISTOTLE FLTNG RT I AT COST 218,680 221,865
04621X108 ASSURANT INC AT COST 55,808 55,437
075887109 BECTON DICKINSON AND AT COST 127,781 114,342
084670702 BERKSHIRE HATHAWAY I AT COST 124,875 170,887
09073M104 BIO-TECHNE CORP AT COST 38,083 35,295
125269100 CF INDS HLDGS INC      
16679L109 CHEWY INC - CLASS A AT COST 43,119 60,952
17275R102 CISCO SYS INC AT COST 88,877 111,888
172908105 CINTAS CORP      
20825C104 CONOCOPHILLIPS AT COST 79,504 71,105
21037T109 CONSTELLATION ENERGY AT COST 25,704 73,153
22160N109 COSTAR GROUP INC AT COST 58,078 52,977
235851102 DANAHER CORP COMMON AT COST 113,937 116,152
254687106 DISNEY (WALT) COMPAN AT COST 54,590 61,020
25746U109 DOMINION RES INC VA AT COST 68,846 78,097
35671D857 FREEPORT-MCMORAN COP AT COST 61,723 62,451
37045V100 GENERAL MOTORS CO AT COST 32,907 51,672
38141G104 GOLDMAN SACHS GROUP AT COST 51,690 86,466
443201108 HOWMET AEROSPACE INC AT COST 53,559 113,745
443573100 HUBSPOT INC AT COST 64,398 99,638
452327109 ILLUMINA INC AT COST 54,644 48,641
45687V106 INGERSOLL RAND INC AT COST 56,560 83,223
458140100 INTEL CORPORATION      
460690100 INTERPUBLIC GROUP OF      
46137V357 INVESCO S&P 500 EQUA      
47803W406 JOHN HANCOCK III-DIS AT COST 274,983 299,703
49177J102 KENVUE INC AT COST 66,868 58,499
550021109 LULULEMON ATHLETICA AT COST 37,471 35,182
56585A102 MARATHON PETROLEUM C AT COST 26,250 31,667
617446448 MORGAN STANLEY DEAN      
651639106 NEWMONT MINING CORP AT COST 28,486 26,798
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 132,264 581,476
674599105 OCCIDENTAL PETROLEUM      
743315103 PROGRESSIVE CORP OHI      
759916109 REPLIGEN CORP AT COST 47,138 43,758
776696106 ROPER TECHNOLOGIES I AT COST 74,151 80,577
778296103 ROSS STORES INC      
780259305 SHELL PLC-W/I-ADR      
78463X541 SPDR S&P GLOBAL NATU      
80105N105 SANOFI-SYNTHELABO AT COST 46,523 43,889
803607100 SAREPTA THERAPEUTICS AT COST 43,194 48,150
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 49,147 67,142
90353T100 UBER TECHNOLOGIES IN AT COST 32,818 47,050
91282CGD7 WI TREASURY SECURITY      
91282CGK1 US TREAS-CPI INFLAT AT COST 185,548 175,428
91282CJC6 US TREASURY N/B AT COST 74,385 75,459
91282CJE2 U S TREASURY NOTE AT COST 99,855 100,577
91282CJF9 U S TREASURY NOTE AT COST 75,141 76,349
92338C103 VERALTO CORP-W/I AT COST 50,847 65,897
98978V103 ZOETIS INC AT COST 55,695 47,901
G0403H108 AON PLC/IRELAND A AT COST 33,908 40,585
G25508105 CRH PLC AT COST 35,712 59,213
G4863A108 INTERNATIONAL GAME T      
G5960L103 MEDTRONIC PLC AT COST 123,005 111,033
G7496G103 RENAISSANCERE HLDGS AT COST 51,127 61,456
H11356104 BUNGE GLOBAL SA      
060505104 BANK OF AMERICA CORP AT COST 43,218 50,103
071813109 BAXTER INTL INC COM AT COST 34,309 25,078
110122108 BRISTOL MYERS SQUIBB AT COST 47,993 55,429
14949P208 CAUSEWAY CAP MGMT TR AT COST 1,187,275 1,122,282
25278X109 DIAMONDBACK ENERGY I AT COST 37,264 37,353
26884L109 EQT CORP COM AT COST 112,828 132,336
320517105 FIRST HORIZON NATL C AT COST 31,322 44,711
36828A101 GE VERNOVA LLC AT COST 50,293 94,074
375558103 GILEAD SCIENCES INC AT COST 36,444 37,872
443510607 HUBBELL INC COM AT COST 126,548 134,464
460146103 INTERNATIONAL PAPER AT COST 50,088 57,587
46120E602 INTUITIVE SURGICAL I AT COST 63,404 82,992
464287200 ISHARES S&P 500 INDE AT COST 3,188,523 3,772,850
464287655 ISHARES RUSSELL 2000 AT COST 408,623 459,376
502431109 L3HARRIS TECHNOLOGIE AT COST 79,812 79,065
504922105 LABCORP HOLDINGS INC AT COST 46,997 53,202
59156R108 METLIFE INC AT COST 37,816 36,846
60937P106 MONGODB INC AT COST 58,262 40,276
64110L106 NETFLIX COM INC AT COST 30,377 47,240
681919106 OMNICOM GROUP INC CO AT COST 73,094 66,251
718172109 PHILIP MORRIS INTERN AT COST 34,590 40,919
718546104 PHILLIPS 66 AT COST 46,603 37,027
722304102 PINDUODUO INC-ADR AT COST 35,632 28,612
88579Y101 3M CO AT COST 33,668 41,696
902973304 US BANCORP DEL AT COST 42,602 42,090
G51502105 JOHNSON CTLS INTL PL AT COST 69,749 84,455
H01301128 ALCON INC AT COST 49,848 45,841
V7780T103 ROYAL CARIBBEAN CRUI AT COST 35,437 39,448

TY 2024 OtherDecreasesSchedule
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Description Amount
MUTUAL FUND TIMING ADJ 200
ROC ON CY SALES 508
PY RETURN OF CAPITAL ADJUSTMENT 216


TY 2024 OtherExpensesSchedule
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 646 646   0
CLEANING SERVICE 1,115 0   1,115
EQUIPMENT/REPAIRS 479 0   479
OFFICE INSURANCE 948 0   948
MAINTENANCE CONTRACTS 210 0   210
MISCELLANEOUS 1,010 0   1,010
POSTAGE 314 0   314
SUBSCRIPTIONS/DUES 238 0   238
SUPPLIES 737 0   737
TELEPHONE & INTERNET 2,459 0   2,459
GIFTS 50 0   50


TY 2024 OtherIncreasesSchedule
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Description Amount
PY PURCHASE OF ACCRUED INTEREST 114
COST BASIS ADJ 61


TY 2024 TaxesSchedule
Name:
MCKENNA PHILIP M FDN
EIN:
25-6082635
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 6,815 6,815   0
FICA TAX 10,301 0   0
PY EXCISE TAX DUE 4,233 0   0
ESTIMATED EXCISE PAYMENTS 32,532 0   0