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
LEACOCK ARTHUR G TR UWILL
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

02-6006301
B Telephone number (see instructions)

(617) 722-7626
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$1,605,929J 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... 60,050 60,030  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 164,025
b Gross sales price for all assets on line 6a 683,669
7 Capital gain net income (from Part IV, line 2)... 164,025
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........ 224,075 224,055  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,893 17,336   11,557
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
775 0 0 775
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
3,460 673   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
2,458 23   2,435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,586 18,032 0 14,767
25 Contributions, gifts, grants paid....... 57,872 57,872
26 Total expenses and disbursements. Add lines 24 and 25 93,458 18,032 0 72,639
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 130,617
b Net investment income (if negative, enter -0-) 206,023
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......... 80,413 153,212 153,212
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).......... 1,322,466 Click to see attachment
List of Attached Documents:
// Content
1,379,637 		1,452,717
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) 1,402,879 1,532,849 1,605,929
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........ 1,402,879 1,532,849
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)..... 1,402,879 1,532,849
30 Total liabilities and net assets/fund balances (see instructions). 1,402,879 1,532,849
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
1,402,879
2
Enter amount from Part I, line 27a .....................
2
130,617
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7
4
Add lines 1, 2, and 3 ..........................
4
1,533,503
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
654
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,532,849
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 35. APPLE INC   2016-07-27 2024-01-03
b 330. CSX CORP COM   2016-09-16 2024-01-03
c 110. CORNING INC COM   2023-02-08 2024-01-03
d 46. GENUINE PARTS CO     2024-01-03
e 15. KLA TENCOR CORP   2016-08-30 2024-01-03
29. MASTERCARD INC     2024-01-03
21. MICROSOFT CORP COM   2015-09-24 2024-01-03
30. NEXTERA ENERGY INC   2023-02-10 2024-01-03
120. NEXTERA ENERGY INC     2024-01-03
50. WYNN RESORTS LTD   2023-09-01 2024-01-03
47. EVEREST RE GRP LTD     2024-01-03
420. AT&T INC     2024-01-17
51. ABBVIE INC     2024-01-17
13. AIR PRODS & CHEMS INC     2024-01-17
30. ALLSTATE CORP COM   2024-01-03 2024-01-17
50. AMERICAN INTERNATIONAL GROUP   2023-07-31 2024-01-17
20. AMPHENOL CORP NEW   2021-02-11 2024-01-17
14. APPLIED MATERIALS INC   2024-01-03 2024-01-17
20. ARES MANAGEMENT CORP   2023-04-19 2024-01-17
38. ASSURANT INC     2024-01-17
26. BECTON DICKINSON AND COMPANY     2024-01-17
30. CF INDS HLDGS INC   2023-09-26 2024-01-17
22. CME GROUP INC     2024-01-17
8. CME GROUP INC   2021-10-13 2024-01-17
20. CVS CORP   2019-01-24 2024-01-17
16. CHEVRON CORPORATION     2024-01-17
40. CISCO SYS INC   2023-06-30 2024-01-17
50. COCA - COLA CO   2020-01-10 2024-01-17
70. COMCAST CORP NEW CL A   2023-01-05 2024-01-17
18. CONOCOPHILLIPS   2024-01-03 2024-01-17
44. CONSTELLATION ENERGY CORP   2023-05-31 2024-01-17
9. DANAHER CORP COMMON   2023-12-13 2024-01-17
50. DOMINION RES INC VA NEW   2023-12-18 2024-01-17
40. EQT CORP COM   2023-09-01 2024-01-17
20. EMERSON ELECTRIC COMPANY   2017-09-12 2024-01-17
50. EXXON MOBIL CORP     2024-01-17
90. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-04-14 2024-01-17
13. GALLAGHER ARTHUR J & CO   2015-04-27 2024-01-17
40. GILEAD SCIENCES INC   2023-04-19 2024-01-17
13. GOLDMAN SACHS GROUP INC   2024-01-03 2024-01-17
10. HONEYWELL INTL INC   2022-11-29 2024-01-17
60. INTEL CORPORATION   2023-09-26 2024-01-17
39. J P MORGAN CHASE & CO   2023-04-19 2024-01-17
25. J P MORGAN CHASE & CO     2024-01-17
270. KENVUE INC     2024-01-17
11. L3HARRIS TECHNOLOGIES INC   2023-07-31 2024-01-17
80. LAS VEGAS SANDS CORP   2024-01-03 2024-01-17
9. MARATHON PETROLEUM CORP   2023-07-31 2024-01-17
14. MC DONALDS CORPORATION COMMON     2024-01-17
6. MICROSOFT CORP COM   2015-09-24 2024-01-17
40. MONDELEZ INTERNATIONAL INC   2016-07-25 2024-01-17
10. MORGAN STANLEY DEAN WITTER & CO   2023-07-31 2024-01-17
80. NEWMONT MINING CORP   2024-01-03 2024-01-17
9. NORTHROP GRUMMAN CORP   2023-09-01 2024-01-17
60. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-07-31 2024-01-17
20. OMNICOM GROUP INC COM   2023-07-31 2024-01-17
15. PHILLIPS 66   2024-01-03 2024-01-17
21. PROGRESSIVE CORP OHIO     2024-01-17
40. SHELL PLC-W/I-ADR   2023-06-30 2024-01-17
80. SANOFI-SYNTHELABO   2023-04-26 2024-01-17
90. US BANCORP DEL   2023-06-30 2024-01-17
9. UNITED HEALTH GROUP INC     2024-01-17
40. VOYA FINANCIAL INC   2023-04-19 2024-01-17
90. CRH PLC     2024-01-17
21. EATON CORP PLC   2015-04-27 2024-01-17
190. INTERNATIONAL GAME TECHNOLOG     2024-01-17
80. MEDTRONIC PLC   2023-04-26 2024-01-17
16. RENAISSANCERE HLDGS LTD   2024-01-03 2024-01-17
9. WILLIS TOWERS WATSON PLC     2024-01-17
100. MONDELEZ INTERNATIONAL INC     2024-02-13
23. ABBVIE INC   2023-10-04 2024-04-24
98. ABBVIE INC     2024-04-24
50. INTERNATIONAL GAME TECHNOLOG   2023-06-30 2024-04-24
50. US BANCORP DEL     2024-04-25
50. AMERICAN INTERNATIONAL GROUP   2023-07-31 2024-04-26
1525.165 BNY MELLON SMALL CAP STK FD CL M SHS   2024-01-22 2024-04-26
28. CME GROUP INC   2023-05-31 2024-04-26
14. CME GROUP INC     2024-04-26
40. CVS CORP     2024-04-26
120. SHELL PLC-W/I-ADR   2023-06-30 2024-04-26
6. EATON CORP PLC   2015-04-27 2024-04-26
90. CRH PLC     2024-05-01
40. ARES MANAGEMENT CORP   2023-04-19 2024-05-07
70. CF INDS HLDGS INC     2024-05-07
170. COMCAST CORP NEW CL A     2024-05-07
50. EMERSON ELECTRIC COMPANY   2017-09-12 2024-05-07
41. EXXON MOBIL CORP   2023-05-31 2024-05-07
82. EXXON MOBIL CORP     2024-05-07
24. HONEYWELL INTL INC     2024-05-07
17. JOHNSON & JOHNSON COM   2024-01-17 2024-05-07
33. MC DONALDS CORPORATION COMMON     2024-05-07
12. EATON CORP PLC   2015-04-27 2024-05-07
34. AMPHENOL CORP NEW     2024-05-09
15. ALLSTATE CORP COM     2024-05-15
80. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-07-31 2024-05-16
3. EATON CORP PLC   2015-04-27 2024-05-29
58. CONSTELLATION ENERGY CORP   2023-05-31 2024-05-31
40. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-06-30 2024-05-31
20. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-04-14 2024-05-31
30. INTERNATIONAL PAPER COMPANY COMMON   2024-05-01 2024-06-06
140. INTERNATIONAL GAME TECHNOLOG   2023-06-30 2024-06-06
9. DANAHER CORP COMMON   2024-04-26 2024-06-18
230. LEVI STRAUSS & CO- CLASS A   2024-05-07 2024-06-24
22. NORTHROP GRUMMAN CORP     2024-06-24
40. CRH PLC   2023-09-26 2024-07-01
90. INTERNATIONAL GAME TECHNOLOG     2024-07-01
5. GOLDMAN SACHS GROUP INC   2024-01-03 2024-07-02
20. CRH PLC   2023-09-26 2024-07-02
15. EATON CORP PLC   2015-04-27 2024-07-02
20. AT&T INC   2024-06-24 2024-07-08
5. CONSTELLATION ENERGY CORP   2023-05-31 2024-07-08
44. J P MORGAN CHASE & CO     2024-07-08
933.325 VIRTUS ALPHASIMPLEX MANAGED FUTURES     2024-07-09
13. J P MORGAN CHASE & CO     2024-07-18
25. ALPHABET INC/CA   2024-04-26 2024-07-26
220. INTERPUBLIC GROUP OF COMPANIES INC   2024-02-13 2024-07-26
36. CHEVRON CORPORATION     2024-08-01
140. INTEL CORPORATION   2023-09-26 2024-08-02
6. CONSTELLATION ENERGY CORP   2023-05-31 2024-08-13
40. FREEPORT-MCMORAN COPPER & GOLD INC CL B     2024-08-13
50. SANOFI-SYNTHELABO     2024-08-16
13. EATON CORP PLC   2015-04-27 2024-08-27
30. J P MORGAN CHASE & CO     2024-09-10
70. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-07-31 2024-09-12
35. ASSURANT INC     2024-09-13
55. NOVARTIS AG SPNSRD ADR     2024-09-13
30. VOYA FINANCIAL INC   2023-04-19 2024-09-19
7. WILLIS TOWERS WATSON PLC     2024-09-19
90. NEWMONT MINING CORP     2024-09-30
9. WILLIS TOWERS WATSON PLC   2023-09-26 2024-09-30
13. WILLIS TOWERS WATSON PLC   2023-09-26 2024-10-04
30. SANOFI-SYNTHELABO   2023-04-17 2024-10-07
11. ALLSTATE CORP COM     2024-10-10
40. DOMINION RES INC VA NEW     2024-10-17
30. GILEAD SCIENCES INC     2024-10-21
60. SANOFI-SYNTHELABO     2024-10-21
4. T -MOBILE US INC   2024-07-01 2024-10-21
15. CONOCOPHILLIPS   2024-04-26 2024-10-22
8. CONSTELLATION ENERGY CORP   2023-05-31 2024-10-22
17. T -MOBILE US INC   2024-07-01 2024-10-22
100. KENVUE INC     2024-10-23
1. PHILIP MORRIS INTERNATIONAL   2024-06-06 2024-10-23
59.9632 KENVUE INC   2024-01-03 2024-11-01
.0368 KENVUE INC   2023-09-26 2024-11-01
10. SANOFI-SYNTHELABO   2024-04-26 2024-11-01
30. SANOFI-SYNTHELABO   2023-06-30 2024-11-01
17. BECTON DICKINSON AND COMPANY     2024-11-12
27. CONOCOPHILLIPS   2024-04-26 2024-11-12
16. ALLSTATE CORP COM   2023-12-13 2024-11-13
18. BECTON DICKINSON AND COMPANY     2024-11-26
9. BECTON DICKINSON AND COMPANY   2023-04-19 2024-12-06
70. SANOFI-SYNTHELABO   2024-04-26 2024-12-06
30. MEDTRONIC PLC     2024-12-06
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(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 6,449   906 5,543
b 11,427   3,221 8,206
c 3,313   3,889 -576
d 6,256   4,417 1,839
e 8,277   1,026 7,251
12,149   9,870 2,279
7,786   912 6,874
1,851   2,250 -399
7,405   5,078 2,327
4,699   5,089 -390
17,080   16,997 83
6,878   7,196 -318
8,265   7,752 513
3,365   3,128 237
4,581   4,348 233
3,343   3,013 330
1,899   1,312 587
2,124   2,125 -1
2,311   1,707 604
6,291   5,547 744
6,084   7,245 -1,161
2,245   2,620 -375
4,460   4,236 224
1,622   1,604 18
1,534   1,295 239
2,291   1,688 603
2,006   2,074 -68
2,996   2,794 202
2,953   2,558 395
1,936   2,162 -226
4,899   3,702 1,197
2,020   2,009 11
2,294   2,417 -123
1,450   1,768 -318
1,845   1,226 619
4,847   5,437 -590
3,426   3,874 -448
3,045   632 2,413
3,441   3,368 73
4,884   4,970 -86
1,975   2,161 -186
2,754   2,080 674
6,521   5,509 1,012
4,180   3,729 451
5,665   5,818 -153
2,258   2,104 154
3,844   4,067 -223
1,378   1,196 182
4,075   2,972 1,103
2,328   261 2,067
2,929   1,823 1,106
841   918 -77
2,791   3,207 -416
4,277   3,922 355
3,378   3,783 -405
1,749   1,687 62
1,926   2,037 -111
3,579   2,962 617
2,440   2,423 17
4,125   4,523 -398
3,634   2,975 659
4,746   2,302 2,444
2,784   3,104 -320
6,118   5,815 303
4,975   1,201 3,774
4,858   6,365 -1,507
6,858   7,215 -357
3,298   3,237 61
2,225   2,107 118
7,190   4,407 2,783
3,863   3,392 471
16,460   7,962 8,498
1,019   1,598 -579
2,040   1,589 451
3,722   3,013 709
29,847   30,000 -153
5,904   5,030 874
2,952   2,527 425
2,681   2,383 298
8,765   7,268 1,497
1,932   343 1,589
6,980   5,137 1,843
5,497   3,393 2,104
5,211   5,891 -680
6,536   4,997 1,539
5,340   3,064 2,276
4,772   4,184 588
9,543   4,761 4,782
4,713   4,270 443
2,530   2,730 -200
8,824   3,510 5,314
3,922   686 3,236
4,326   2,170 2,156
2,487   2,227 260
5,027   5,044 -17
1,003   172 831
12,993   4,879 8,114
2,100   1,600 500
1,050   861 189
1,319   1,057 262
2,936   4,473 -1,537
2,307   2,226 81
5,317   5,129 188
9,467   9,416 51
2,921   2,248 673
1,794   2,741 -947
2,329   1,912 417
1,436   1,124 312
4,690   858 3,832
374   374  
1,080   421 659
8,989   6,133 2,856
9,175   9,859 -684
2,774   1,757 1,017
4,168   4,303 -135
6,825   6,979 -154
5,493   2,857 2,636
2,888   4,854 -1,966
1,135   505 630
1,672   1,486 186
2,711   2,816 -105
3,849   744 3,105
6,165   3,882 2,283
3,574   4,413 -839
6,705   4,591 2,114
6,350   5,447 903
2,334   2,328 6
2,021   1,805 216
4,789   3,674 1,115
2,637   1,938 699
3,779   2,800 979
1,648   1,687 -39
2,039   1,583 456
2,385   2,040 345
2,600   2,395 205
3,215   3,279 -64
892   714 178
1,580   1,953 -373
2,137   673 1,464
3,731   3,033 698
2,253   2,152 101
131   105 26
1,370   1,277 93
1   1  
532   492 40
1,597   1,621 -24
3,953   4,519 -566
3,002   3,515 -513
3,159   2,299 860
4,019   4,664 -645
1,980   2,325 -345
3,388   3,441 -53
2,516   2,673 -157
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
      43,773
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       5,543
b       8,206
c       -576
d       1,839
e       7,251
      2,279
      6,874
      -399
      2,327
      -390
      83
      -318
      513
      237
      233
      330
      587
      -1
      604
      744
      -1,161
      -375
      224
      18
      239
      603
      -68
      202
      395
      -226
      1,197
      11
      -123
      -318
      619
      -590
      -448
      2,413
      73
      -86
      -186
      674
      1,012
      451
      -153
      154
      -223
      182
      1,103
      2,067
      1,106
      -77
      -416
      355
      -405
      62
      -111
      617
      17
      -398
      659
      2,444
      -320
      303
      3,774
      -1,507
      -357
      61
      118
      2,783
      471
      8,498
      -579
      451
      709
      -153
      874
      425
      298
      1,497
      1,589
      1,843
      2,104
      -680
      1,539
      2,276
      588
      4,782
      443
      -200
      5,314
      3,236
      2,156
      260
      -17
      831
      8,114
      500
      189
      262
      -1,537
      81
      188
      51
      673
      -947
      417
      312
      3,832
       
      659
      2,856
      -684
      1,017
      -135
      -154
      2,636
      -1,966
      630
      186
      -105
      3,105
      2,283
      -839
      2,114
      903
      6
      216
      1,115
      699
      979
      -39
      456
      345
      205
      -64
      178
      -373
      1,464
      698
      101
      26
      93
       
      40
      -24
      -566
      -513
      860
      -645
      -345
      -53
      -157
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 164,025
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 2,864
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 2,864
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 2,864
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,052
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 2,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 812
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 arrowNH
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 arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (617) 722-7626

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		28,893    
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
1,501,010
b
Average of monthly cash balances.......................
1b
104,139
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,605,149
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
1,605,149
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,077
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,581,072
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
79,054
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
79,054
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,864
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,864
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
76,190
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
76,190
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
76,190
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
72,639
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
72,639
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 76,190
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...... 47,594
b From 2020...... 51,049
c From 2021...... 47,409
d From 2022...... 57,019
e From 2023...... 19,958
f Total of lines 3a through e ........ 223,029
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 72,639
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..... 72,639
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 3,551 3,551
(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 5 219,478
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) ... 		44,043
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		175,435
10 Analysis of line 9:
a Excess from 2020.... 51,049
b Excess from 2021.... 47,409
c Excess from 2022.... 57,019
d Excess from 2023.... 19,958
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

EPISCOPAL DIOCESE OF NEW HAMPSHIRE

63 GREEN STREET
CONCORD,NH03301 		NONE PC GENERAL OPERATING 28,936

RECTOR AND WARDENS OF CHRIST CHURCH

43 PINE ST
EXETER,NH038332720 		NONE PC GENERAL OPERATING 28,936
Total .................................right arrow 3a 57,872
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 60,050  
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 ............ 		    18 164,025  
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) ..   224,075  
13Total. Add line 12, columns (b), (d), and (e)..................
13
224,075
(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:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
375558103 GILEAD SCIENCES INC AT COST 4,299 5,542
580135101 MC DONALDS CORPORATI      
91324P102 UNITED HEALTH GROUP AT COST 2,798 10,623
G29183103 EATON CORP PLC      
009158106 AIR PRODS & CHEMS IN AT COST 4,834 8,411
30231G102 EXXON MOBIL CORP      
363576109 GALLAGHER ARTHUR J & AT COST 1,392 8,516
482480100 KLA TENCOR CORP      
126408103 CSX CORP COM AT COST 5,110 4,841
00206R102 AT&T INC AT COST 18,132 26,186
594918104 MICROSOFT CORP COM AT COST 565 5,480
609207105 MONDELEZ INTERNATION      
05569M301 BNY MELLON INCOME ST AT COST 66,338 57,739
05569M509 BNY MELLON MID CAP S AT COST 41,265 56,223
291011104 EMERSON ELECTRIC COM      
05569M814 BNY MELLON INTERMEDI AT COST 97,638 92,113
05569M830 BNY MELLON BOND FD C AT COST 363,128 323,392
166764100 CHEVRONTEXACO CORP      
65339F101 NEXTERA ENERGY INC      
12572Q105 CME GROUP INC AT COST 4,178 8,128
126650100 CVS CORP      
037833100 APPLE COMPUTER INC C      
05569M871 BNY MELLON INTL FD C AT COST 16,641 30,141
05569M368 BNY MELLON CORP BOND AT COST 112,339 109,522
372460105 GENUINE PARTS CO      
20030N101 COMCAST CORP NEW CL      
00287Y109 ABBVIE INC      
05588D753 BNY MELLON INTL EQTY AT COST 65,661 51,225
46625H100 J P MORGAN CHASE & C AT COST 7,872 16,061
05588E850 BNY MELLON HIGH YIEL AT COST 82,089 76,992
05588F709 BNYM GLBL RL EST SEC AT COST 43,000 43,079
05587K857 BNYM INTL STCK-Y AT COST 28,744 52,401
438516106 HONEYWELL INTL INC      
191216100 COCA - COLA CO AT COST 5,776 6,849
57636Q104 MASTERCARD INC      
032095101 AMPHENOL CORP NEW      
020002101 ALLSTATE CORP COM AT COST 4,886 6,555
026874784 AMERICAN INTERNATION AT COST 5,746 6,552
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 9,984 14,925
075887109 BECTON DICKINSON AND AT COST 4,650 4,084
125269100 CF INDS HLDGS INC      
17275R102 CISCO SYS INC AT COST 18,631 22,496
21037T109 CONSTELLATION ENERGY AT COST 2,440 6,488
219350105 CORNING INC COM      
235851102 DANAHER CORP COMMON AT COST 8,622 8,493
25746U109 DOMINION RES INC VA AT COST 5,318 5,925
26884L109 EQT CORP COM AT COST 11,101 12,450
35671D857 FREEPORT-MCMORAN COP AT COST 4,800 5,331
38141G104 GOLDMAN SACHS GROUP AT COST 8,694 14,316
458140100 INTEL CORPORATION      
49177J102 KENVUE INC AT COST 8,963 11,251
502431109 L3HARRIS TECHNOLOGIE AT COST 11,897 11,986
517834107 LAS VEGAS SANDS CORP AT COST 12,691 13,354
56585A102 MARATHON PETROLEUM C AT COST 3,553 3,627
617446448 MORGAN STANLEY DEAN AT COST 2,754 3,772
666807102 NORTHROP GRUMMAN COR      
674599105 OCCIDENTAL PETROLEUM      
681919106 OMNICOM GROUP INC CO AT COST 10,323 10,325
743315103 PROGRESSIVE CORP OHI AT COST 6,643 11,741
780259305 SHELL PLC-W/I-ADR      
80105N105 SANOFI-SYNTHELABO AT COST 3,933 3,858
902973304 US BANCORP DEL AT COST 10,328 13,871
92835M422 VIRTUS ALPHASIMPLEX      
929089100 VOYA FINANCIAL INC AT COST 6,925 6,195
983134107 WYNN RESORTS LTD      
G25508105 CRH PLC AT COST 7,574 10,177
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 5,375 3,532
G5960L103 MEDTRONIC PLC AT COST 15,985 15,976
G96629103 WILLIS TOWERS WATSON      
038222105 APPLIED MATERIALS IN AT COST 5,656 5,855
060505104 BANK OF AMERICA CORP AT COST 15,789 16,701
071813109 BAXTER INTL INC COM AT COST 8,973 7,290
110122108 BRISTOL MYERS SQUIBB AT COST 8,487 9,615
14040H105 CAPITAL ONE FINL COR AT COST 2,825 2,675
20825C104 CONOCOPHILLIPS AT COST 7,920 6,545
24703L202 DELL TECHNOLOGIES IN AT COST 3,648 3,227
25278X109 DIAMONDBACK ENERGY I AT COST 6,473 5,734
25659T107 DOLBY LABORATORIES I AT COST 7,531 7,810
320517105 FIRST HORIZON NATL C AT COST 5,641 7,452
367829884 GATEWAY TR AT COST 31,258 34,842
37045V100 GENERAL MOTORS CO AT COST 7,250 8,523
38145N220 GOLDMAN SACHS ABS RE AT COST 7,302 7,562
443510607 HUBBELL INC COM AT COST 12,773 13,823
459200101 INTERNATIONAL BUSINE AT COST 354 440
460146103 INTERNATIONAL PAPER AT COST 9,712 13,455
504922105 LABCORP HOLDINGS INC AT COST 4,314 4,816
59156R108 METLIFE INC AT COST 4,212 4,094
64128R608 NEUBERGER BERMAN LON AT COST 13,248 14,066
651639106 NEWMONT MINING CORP AT COST 6,814 6,327
693475105 PNC FINANCIAL SERVIC AT COST 3,042 3,278
718172109 PHILIP MORRIS INTERN AT COST 7,683 9,147
718546104 PHILLIPS 66 AT COST 8,890 7,292
88579Y101 3M CO AT COST 4,343 5,680
G0403H108 AON PLC/IRELAND A AT COST 10,829 12,571
G51502105 JOHNSON CTLS INTL PL AT COST 3,570 3,947
G7496G103 RENAISSANCERE HLDGS AT COST 7,485 9,206

TY 2024 LegalFeesSchedule
Name:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 345     345
LEGAL FEES - INCOME (ALLOCABLE 430     430


TY 2024 OtherDecreasesSchedule
Name:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Description Amount
MUTUAL FUND TIMING ADJ 539
ROC ON CY SALES 52
PY RETURN OF CAPITAL ADJUSTMENT 63


TY 2024 OtherExpensesSchedule
Name:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 2,360 0   2,360
OTHER NON-ALLOCABLE EXPENSE - 75 0   75
INVESTMENT EXPENSES-DIVIDEND I 23 23   0


TY 2024 OtherIncreasesSchedule
Name:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Description Amount
ROUNDING 7


TY 2024 TaxesSchedule
Name:
LEACOCK ARTHUR G TR UWILL
EIN:
02-6006301
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 497 497   0
FEDERAL TAX PAYMENT - PRIOR YE 735 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,052 0   0
FOREIGN TAXES ON NONQUALIFIED 176 176   0