Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE SHORE FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6220659
B Telephone number (see instructions)

(412) 234-0023
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$9,230,981J 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... 216,924 216,618  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,441
b Gross sales price for all assets on line 6a 1,756,077
7 Capital gain net income (from Part IV, line 2)... 300,441
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,249    
12 Total. Add lines 1 through 11........ 522,614 517,059  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,221 29,533   19,688
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,678 3,114   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
65 65    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,964 32,712 0 19,688
25 Contributions, gifts, grants paid....... 386,000 386,000
26 Total expenses and disbursements. Add lines 24 and 25 441,964 32,712 0 405,688
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,650
b Net investment income (if negative, enter -0-) 484,347
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......... 40,341 104,833 104,833
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).......... 7,466,149 Click to see attachment
List of Attached Documents:
// Content
7,481,624 		9,126,148
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) 7,506,490 7,586,457 9,230,981
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........ 7,506,490 7,586,457
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)..... 7,506,490 7,586,457
30 Total liabilities and net assets/fund balances (see instructions). 7,506,490 7,586,457
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
7,506,490
2
Enter amount from Part I, line 27a .....................
2
80,650
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
53
4
Add lines 1, 2, and 3 ..........................
4
7,587,193
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
736
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,586,457
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 83. ASSURANT INC   2023-08-18 2024-01-05
b 91. AON PLC/IRELAND A   2023-06-26 2024-01-05
c 16. ASSURANT INC   2023-08-23 2024-01-08
d 190. VANGUARD INDEX TR   2021-09-20 2024-01-08
e 507.292 G Q G PART EMERG MKTS EQ-INST   2021-07-12 2024-01-17
95.051 F&T BHVRL SM CAP EQ-R6   2023-12-05 2024-01-17
268.85 F&T BHVRL SM CAP EQ-R6   2021-07-12 2024-01-17
75. VANGUARD INDEX TR   2021-09-20 2024-01-17
149. BUNGE GLOBAL SA   2023-07-31 2024-01-22
490. MORGAN STANLEY DEAN WITTER & CO   2023-06-26 2024-02-05
46. NORTHROP GRUMMAN CORP   2023-06-26 2024-02-05
33. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-26 2024-02-21
19. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-21 2024-02-21
400. COCA - COLA CO   2023-10-24 2024-02-21
26. ELI LILLY & CO COM   2021-11-05 2024-02-21
116. MARATHON PETROLEUM CORP   2023-06-26 2024-02-21
8. EXXON MOBIL CORP   2023-06-30 2024-02-28
494. EXXON MOBIL CORP   2022-10-10 2024-02-28
470. SHELL PLC-W/I-ADR   2023-06-26 2024-02-28
115. ELI LILLY & CO COM   2020-06-23 2024-03-28
207. PROGRESSIVE CORP OHIO   2023-06-26 2024-03-28
103. ISHARES BARCLAYS AGGREGATE BOND FUND   2023-12-21 2024-04-02
180. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-06-21 2024-04-02
276.88 F&T BHVRL SM CAP EQ-R6   2021-07-12 2024-04-18
600. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-06-21 2024-04-18
132. ABBVIE INC   2023-09-21 2024-04-25
300. ABBVIE INC   2019-10-24 2024-04-25
220. CF INDS HLDGS INC   2023-06-26 2024-05-07
870. INTERPUBLIC GROUP OF COMPANIES INC   2023-06-26 2024-05-08
480. INTEL CORPORATION   2023-09-21 2024-06-12
310. SHOPIFY INC-A W/I   2023-11-03 2024-06-12
360. SHOPIFY INC-A W/I   2023-12-18 2024-06-12
61. NORTHROP GRUMMAN CORP   2023-06-26 2024-06-24
.8333 GRAIL INC   2023-06-26 2024-07-08
120. ISHARES 1-3 YEAR TREASURY BOND ETF   2022-06-21 2024-07-16
130. VANGUARD INDEX TR   2021-09-20 2024-07-16
610.655 F&T BHVRL SM CAP EQ-R6   2021-07-12 2024-07-17
77. ARES MANAGEMENT CORP   2023-06-26 2024-07-23
48. CINTAS CORP   2023-06-26 2024-07-23
30. GRAIL INC   2023-07-31 2024-07-23
6. GRAIL INC   2023-06-26 2024-07-23
630. NEWMONT MINING CORP   2023-12-07 2024-07-23
220. CRH PLC   2023-11-16 2024-07-23
415. INTERNATIONAL GAME TECHNOLOG   2023-06-26 2024-07-23
229. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
385. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-24
120. CONSTELLATION ENERGY CORP   2023-06-26 2024-07-25
410. EDWARDS LIFESCIENCES CORP   2024-03-28 2024-07-25
384. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
386. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
179. CHEVRON CORPORATION   2024-02-28 2024-08-01
82. J P MORGAN CHASE & CO   2017-11-20 2024-08-08
39. EATON CORP PLC   2024-01-05 2024-08-08
53. EATON CORP PLC   2012-11-30 2024-08-08
43. TRANE TECHNOLOGIES PLC   2013-02-15 2024-08-08
13. EATON CORP PLC   2012-11-30 2024-08-27
125. EATON CORP PLC   2012-11-30 2024-08-27
150. ROSS STORES INC   2023-09-21 2024-08-28
460. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-06-30 2024-09-12
80. J P MORGAN CHASE & CO   2017-04-24 2024-09-13
283. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
220.994 G Q G PART EMERG MKTS EQ-INST   2021-07-12 2024-10-03
204.29 F&T BHVRL SM CAP EQ-R6   2021-07-12 2024-10-03
43. VANGUARD INDEX TR   2021-09-20 2024-10-03
77. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
110. AT&T INC   2024-01-05 2024-10-16
6. ALIGN TECHNOLOGY INC   2023-06-26 2024-10-16
14. ALLSTATE CORP COM   2023-12-07 2024-10-16
85. ALPHABET INC   2023-06-26 2024-10-16
53. AMAZON COM INC   2024-08-28 2024-10-16
10. AMERICAN INTERNATIONAL GROUP   2020-08-07 2024-10-16
12. AMETEK INC NEW   2024-09-12 2024-10-16
51. APPLE INC   2024-07-23 2024-10-16
16. APPLIED MATERIALS INC   2023-06-26 2024-10-16
40. BANK OF AMERICA CORP   2024-03-28 2024-10-16
20. BAXTER INTL INC COM   2024-09-13 2024-10-16
14. BECTON DICKINSON AND COMPANY   2023-06-26 2024-10-16
11. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-26 2024-10-16
10. BIO-TECHNE CORP   2023-08-31 2024-10-16
30. BRISTOL MYERS SQUIBB CO COM   2024-09-13 2024-10-16
16. CME GROUP INC   2021-11-24 2024-10-16
10. CELSIUS HOLDINGS INC   2024-07-23 2024-10-16
50. CHEWY INC - CLASS A   2023-06-26 2024-10-16
50. CISCO SYS INC   2023-06-26 2024-10-16
30. CITIGROUP INC   2024-02-28 2024-10-16
20. CONOCOPHILLIPS   2024-02-21 2024-10-16
12. CONSTELLATION ENERGY CORP   2023-06-26 2024-10-16
20. COSTAR GROUP INC   2023-06-26 2024-10-16
15. DANAHER CORP COMMON   2024-02-28 2024-10-16
10. DEXCOM INC   2024-04-25 2024-10-16
10. DISNEY (WALT) COMPANY HOLDING CO.   2023-06-26 2024-10-16
40. DOMINION RES INC VA NEW   2023-12-18 2024-10-16
60. EQT CORP COM   2024-02-21 2024-10-16
70. FIRST HORIZON NATL CORP   2024-02-28 2024-10-16
40. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-04-14 2024-10-16
4. GE VERNOVA LLC   2024-08-08 2024-10-16
30. GENERAL MOTORS CO   2023-06-26 2024-10-16
4. GOLDMAN SACHS GROUP INC   2023-06-26 2024-10-16
33. HOWMET AEROSPACE INC   2024-02-05 2024-10-16
6. HUBBELL INC COM   2024-08-27 2024-10-16
4. HUBSPOT INC   2023-06-26 2024-10-16
11. ILLUMINA INC   2023-06-26 2024-10-16
22. INGERSOLL RAND INC   2023-06-26 2024-10-16
30. INTERNATIONAL PAPER COMPANY COMMON   2024-09-12 2024-10-16
5. INTUITIVE SURGICAL INC   2024-06-12 2024-10-16
14. J P MORGAN CHASE & CO   2017-04-24 2024-10-16
70. KENVUE INC   2023-06-30 2024-10-16
10. L3HARRIS TECHNOLOGIES INC   2024-08-27 2024-10-16
7. LABCORP HOLDINGS INC   2024-07-25 2024-10-16
30. LAS VEGAS SANDS CORP   2024-02-05 2024-10-16
4. LULULEMON ATHLETICA INC   2023-08-31 2024-10-16
6. MARATHON PETROLEUM CORP   2023-06-26 2024-10-16
10. METLIFE INC   2024-10-04 2024-10-16
37. MICROSOFT CORP COM   2023-06-26 2024-10-16
1. NETFLIX COM INC   2024-02-21 2024-10-16
10. NEWMONT MINING CORP   2023-12-07 2024-10-16
110. NVIDIA CORP   2023-06-26 2024-10-16
21. OMNICOM GROUP INC COM   2024-05-08 2024-10-16
8. PHILIP MORRIS INTERNATIONAL   2024-06-24 2024-10-16
9. PHILLIPS 66   2024-02-21 2024-10-16
8. REPLIGEN CORP   2023-08-31 2024-10-16
5. ROPER TECHNOLOGIES INC   2023-06-26 2024-10-16
40. SANOFI-SYNTHELABO   2023-04-14 2024-10-16
11. SAREPTA THERAPEUTICS INC   2023-06-30 2024-10-16
50. SCHLUMBERGER LIMITED COM   2023-04-12 2024-10-16
10. BLOCK INC   2023-06-26 2024-10-16
6. T -MOBILE US INC   2024-07-25 2024-10-16
10. 3M CO   2024-07-23 2024-10-16
30. UBER TECHNOLOGIES INC   2023-06-26 2024-10-16
8. UNITED HEALTH GROUP INC   2023-11-20 2024-10-16
12. VERALTO CORP-W/I   2023-07-31 2024-10-16
20. VOYA FINANCIAL INC   2024-07-26 2024-10-16
8. ZOETIS INC   2024-01-05 2024-10-16
4. AON PLC/IRELAND A   2024-07-25 2024-10-16
20. CRH PLC   2023-11-16 2024-10-16
40. JOHNSON CTLS INTL PLC   2024-03-28 2024-10-16
40. MEDTRONIC PLC   2024-03-28 2024-10-16
7. RENAISSANCERE HLDGS LTD   2023-10-12 2024-10-16
5. TRANE TECHNOLOGIES PLC   2013-02-15 2024-10-16
380. CITIGROUP INC   2024-02-28 2024-10-24
380. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
13. UNITED HEALTH GROUP INC   2023-11-20 2024-10-24
16. UNITED HEALTH GROUP INC   2024-04-25 2024-10-24
90. ALLSTATE CORP COM   2023-12-07 2024-10-31
109. T -MOBILE US INC   2024-07-23 2024-10-31
47. CONSTELLATION ENERGY CORP   2023-06-26 2024-11-14
15. UNITED HEALTH GROUP INC   2024-04-25 2024-11-14
20. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
410. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
128. DEXCOM INC   2024-04-25 2024-11-26
163. DEXCOM INC   2024-07-25 2024-11-26
1070. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
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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 13,984   11,622 2,362
b 26,165   30,070 -3,905
c 2,666   2,227 439
d 39,662   41,493 -1,831
e 8,000   9,258 -1,258
3,918   3,878 40
11,082   10,001 1,081
15,251   16,379 -1,128
13,259   16,553 -3,294
42,178   42,266 -88
20,366   20,502 -136
13,466   11,221 2,245
7,753   6,904 849
24,388   22,319 2,069
19,216   6,919 12,297
19,247   13,323 5,924
834   858 -24
51,469   49,475 1,994
29,419   28,510 909
89,875   19,148 70,727
42,815   27,409 15,406
9,966   10,187 -221
14,640   14,825 -185
12,000   10,300 1,700
48,715   49,416 -701
22,042   20,260 1,782
50,095   23,239 26,856
16,377   15,455 922
26,853   33,908 -7,055
15,027   16,646 -1,619
20,073   18,458 1,615
23,310   27,761 -4,451
26,250   26,955 -705
12   28 -16
9,837   9,883 -46
30,463   28,390 2,073
29,000   22,716 6,284
11,571   6,900 4,671
36,338   23,243 13,095
458   762 -304
92   200 -108
29,626   24,926 4,700
18,062   13,052 5,010
8,571   13,037 -4,466
33,489   18,778 14,711
7,790   11,784 -3,994
20,417   10,905 9,512
24,943   39,196 -14,253
7,753   10,850 -3,097
8,972   10,688 -1,716
27,310   27,237 73
16,682   9,580 7,102
11,149   9,168 1,981
15,151   2,078 13,073
14,050   1,414 12,636
3,867   510 3,357
37,013   4,483 32,530
22,492   16,988 5,504
23,488   27,277 -3,789
16,425   7,348 9,077
32,671   29,003 3,668
4,000   4,033 -33
10,000   7,600 2,400
10,022   9,391 631
22,384   21,021 1,363
2,375   1,924 451
1,296   1,983 -687
2,733   1,948 785
14,142   10,414 3,728
9,894   9,066 828
772   301 471
2,038   2,008 30
11,790   11,442 348
2,965   2,240 725
1,715   1,516 199
735   798 -63
3,357   3,549 -192
5,119   3,678 1,441
725   787 -62
1,601   1,469 132
3,619   3,659 -40
337   477 -140
1,452   1,984 -532
2,808   2,536 272
1,928   1,654 274
2,108   2,259 -151
3,313   1,090 2,223
1,545   1,753 -208
4,007   3,835 172
690   1,381 -691
959   885 74
2,400   1,934 466
2,206   2,257 -51
1,215   988 227
1,914   1,722 192
1,099   704 395
1,468   1,098 370
2,124   1,262 862
3,473   1,912 1,561
2,721   2,328 393
2,140   2,081 59
1,593   2,089 -496
2,212   1,406 806
1,439   1,435 4
2,387   2,132 255
3,120   1,223 1,897
1,521   1,853 -332
2,474   2,290 184
1,511   1,478 33
1,550   1,536 14
1,180   1,526 -346
947   677 270
850   840 10
15,383   12,395 2,988
702   573 129
567   396 171
14,993   4,699 10,294
2,212   1,996 216
966   814 152
1,194   1,291 -97
1,113   1,391 -278
2,801   2,301 500
2,177   2,253 -76
1,373   1,260 113
2,178   2,597 -419
729   637 92
1,319   1,061 258
1,368   1,048 320
2,463   1,342 1,121
4,571   4,289 282
1,356   1,093 263
1,662   1,469 193
1,556   1,560 -4
1,436   1,206 230
1,864   1,187 677
3,060   2,607 453
3,602   3,492 110
1,935   1,505 430
1,983   164 1,819
23,894   20,945 2,949
19,576   20,895 -1,319
7,305   6,970 335
8,990   7,925 1,065
16,864   12,521 4,343
24,382   19,211 5,171
10,666   4,271 6,395
8,894   7,430 1,464
11,859   4,032 7,827
11,348   19,329 -7,981
9,912   17,683 -7,771
12,623   17,863 -5,240
42,997   52,314 -9,317
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
      22,178
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       2,362
b       -3,905
c       439
d       -1,831
e       -1,258
      40
      1,081
      -1,128
      -3,294
      -88
      -136
      2,245
      849
      2,069
      12,297
      5,924
      -24
      1,994
      909
      70,727
      15,406
      -221
      -185
      1,700
      -701
      1,782
      26,856
      922
      -7,055
      -1,619
      1,615
      -4,451
      -705
      -16
      -46
      2,073
      6,284
      4,671
      13,095
      -304
      -108
      4,700
      5,010
      -4,466
      14,711
      -3,994
      9,512
      -14,253
      -3,097
      -1,716
      73
      7,102
      1,981
      13,073
      12,636
      3,357
      32,530
      5,504
      -3,789
      9,077
      3,668
      -33
      2,400
      631
      1,363
      451
      -687
      785
      3,728
      828
      471
      30
      348
      725
      199
      -63
      -192
      1,441
      -62
      132
      -40
      -140
      -532
      272
      274
      -151
      2,223
      -208
      172
      -691
      74
      466
      -51
      227
      192
      395
      370
      862
      1,561
      393
      59
      -496
      806
      4
      255
      1,897
      -332
      184
      33
      14
      -346
      270
      10
      2,988
      129
      171
      10,294
      216
      152
      -97
      -278
      500
      -76
      113
      -419
      92
      258
      320
      1,121
      282
      263
      193
      -4
      230
      677
      453
      110
      430
      1,819
      2,949
      -1,319
      335
      1,065
      4,343
      5,171
      6,395
      1,464
      7,827
      -7,981
      -7,771
      -5,240
      -9,317
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 300,441
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 6,732
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 6,732
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 6,732
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,648
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 6,648
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 84
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 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 (412) 234-0023

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
MARGARET F BLACKBURN CO-TRUSTEE
1 		0    
15299 BURNABY DRIVE
NAPLES,FL341107930
CHRISTINE WAGNER CO-TRUSTEE
1 		0    
2315 CHURCHILL ROAD
RALEIGH,NC27608
BNY MELLON N A TRUSTEE
1 		49,221    
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
9,034,545
b
Average of monthly cash balances.......................
1b
41,899
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,076,444
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
9,076,444
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
136,147
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,940,297
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
447,015
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
447,015
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,732
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,732
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
440,283
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
440,283
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
440,283
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
405,688
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
405,688
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 7 440,283
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...... 0
d From 2022...... 27,360
e From 2023...... 27,231
f Total of lines 3a through e ........ 54,591
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 405,688
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..... 405,688
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 34,595 34,595
(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 19,996
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 ...... 		19,996
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 19,996
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

THE MASTERS SCHOOL

49 CLINTON AVENUE
DOBBS FERRY,NE105222201 		NONE PC GENERAL OPERATING 10,000

NORTH CAROLINA COMMUNITY FOUNDATION

3737 GLENWOOD AVE 460
RALEIGH,NC27612 		NONE PC GENERAL OPERATING 94,000

MARGARET ANNA MCKEAN CHARITABLE FUND

C/O BNY MELLON PO BOX 185
PITTSBURGH,PA15230 		NONE PC GENERAL OPERATING 4,000

TUCKER COMMUNITY FOUNDATION

100 EDUCATION LANE
PARSONS,WV26287 		NONE PC GENERAL OPERATING 18,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST STE 750
CHICAGO,IL606032804 		NONE PC GENERAL OPERATING 18,000

COMMUNITY FOUNDATION OF COLLIER COUNTY

1110 PINE RIDGE RD STE 200
NAPLES,FL341088927 		NONE PC GENERAL OPERATING 220,000

ANN & PAUL MCKEAN FAMILY FUND

C/O BNY MELLON PO BOX 185
PITTSBURGH,PA15230 		NONE PC GENERAL OPERATING 18,000

MCKEAN III CHARITABLE FUND

C/O BNY MELLON PO BOX 185
PITTSBURGH,PA15230 		NONE PC GENERAL OPERATING 4,000
Total .................................right arrow 3a 386,000
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 ....     14 216,924  
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 ............ 		    18 300,441  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 5,249  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   522,614  
13Total. Add line 12, columns (b), (d), and (e)..................
13
522,614
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
THE SHORE FUND
EIN:
25-6220659
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP COM AT COST 95,456 295,893
233203421 DFA EMERG MKTS CORE AT COST 153,464 184,835
037833100 APPLE INC AT COST 111,742 264,444
91324P102 UNITED HEALTH GROUP AT COST 9,727 36,928
46625H100 J P MORGAN CHASE & C AT COST 25,499 69,995
929089100 VOYA FINANCIAL INC AT COST 15,183 24,779
G29183103 EATON CORP PLC      
023135106 AMAZON COM INC AT COST 99,584 240,013
12572Q105 CME GROUP INC AT COST 59,208 70,598
191216100 COCA-COLA CO USD      
026874784 AMERICAN INTERNATION AT COST 7,338 20,384
464287507 ISHARES TR S&P MIDCA AT COST 499,648 799,749
05587K857 BNYM INTL STCK-Y AT COST 316,449 404,778
00287Y109 ABBVIE INC      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,959 33,242
532457108 ELI LILLY & CO COM      
00771X419 G Q G PART EMERG MKT AT COST 191,092 178,204
46432F842 ISHARES CORE MSCI EA AT COST 424,678 393,568
14064D873 F&T BHVRL SM CAP EQ- AT COST 141,406 171,040
922908751 VANGUARD INDEX TR AT COST 155,709 171,320
44134R735 HOTCHKIS & WILEY HIG AT COST 84,760 79,239
87234N765 TCW EMERGING MARKETS AT COST 117,690 97,498
464287457 ISHARES 1-3 YEAR TRE AT COST 98,832 98,376
020002101 ALLSTATE CORP COM AT COST 25,877 35,859
517834107 LAS VEGAS SANDS CORP AT COST 26,967 35,952
30231G102 EXXON MOBIL CORP      
00206R102 AT&T INC AT COST 40,420 56,697
016255101 ALIGN TECHNOLOGY INC AT COST 42,312 26,689
02079K107 ALPHABET INC AT COST 167,965 261,093
031100100 AMETEK INC NEW AT COST 37,361 42,001
038222105 APPLIED MATERIALS IN AT COST 42,843 49,765
03990B101 ARES MANAGEMENT CORP      
04045F592 ARISTOTLE FLTNG RT I AT COST 332,561 332,503
04621X108 ASSURANT INC AT COST 31,982 31,770
075887109 BECTON DICKINSON AND AT COST 72,271 66,019
084670702 BERKSHIRE HATHAWAY I AT COST 72,551 98,362
09073M104 BIO-TECHNE CORP AT COST 21,039 20,168
125269100 CF INDS HLDGS INC      
16679L109 CHEWY INC - CLASS A AT COST 25,801 35,165
17275R102 CISCO SYS INC AT COST 55,287 64,528
172908105 CINTAS CORP      
20825C104 CONOCOPHILLIPS AT COST 45,493 40,858
21037T109 CONSTELLATION ENERGY AT COST 17,084 42,057
22160N109 COSTAR GROUP INC AT COST 37,239 30,784
235851102 DANAHER CORP COMMON AT COST 61,959 66,799
254687106 DISNEY (WALT) COMPAN AT COST 28,326 35,632
25746U109 DOMINION RES INC VA AT COST 39,582 44,704
35671D857 FREEPORT-MCMORAN COP AT COST 38,685 36,176
37045V100 GENERAL MOTORS CO AT COST 19,759 29,831
38141G104 GOLDMAN SACHS GROUP AT COST 27,447 49,818
443201108 HOWMET AEROSPACE INC AT COST 30,647 65,294
443573100 HUBSPOT INC AT COST 42,658 57,135
452327109 ILLUMINA INC AT COST 31,774 28,062
45687V106 INGERSOLL RAND INC AT COST 33,752 47,763
458140100 INTEL CORPORATION      
460690100 INTERPUBLIC GROUP OF      
464287226 ISHARES BARCLAYS AGG AT COST 2,145,449 2,101,955
49177J102 KENVUE INC AT COST 39,934 33,733
550021109 LULULEMON ATHLETICA AT COST 20,051 20,268
56585A102 MARATHON PETROLEUM C AT COST 14,787 18,275
617446448 MORGAN STANLEY DEAN      
651639106 NEWMONT MINING CORP AT COST 16,617 15,632
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 65,698 334,382
674599105 OCCIDENTAL PETROLEUM      
743315103 PROGRESSIVE CORP OHI      
759916109 REPLIGEN CORP AT COST 25,998 25,190
776696106 ROPER TECHNOLOGIES I AT COST 40,959 46,267
778296103 ROSS STORES INC      
780259305 SHELL PLC-W/I-ADR      
80105N105 SANOFI-SYNTHELABO AT COST 27,668 25,562
803607100 SAREPTA THERAPEUTICS AT COST 25,768 27,358
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 29,290 39,095
90353T100 UBER TECHNOLOGIES IN AT COST 20,123 27,144
92338C103 VERALTO CORP-W/I AT COST 28,646 37,888
98978V103 ZOETIS INC AT COST 31,700 27,535
G0403H108 AON PLC/IRELAND A AT COST 19,198 22,986
G25508105 CRH PLC AT COST 20,215 34,232
G4863A108 INTERNATIONAL GAME T      
G5960L103 MEDTRONIC PLC AT COST 69,257 63,904
G7496G103 RENAISSANCERE HLDGS AT COST 29,930 35,331
H11356104 BUNGE GLOBAL SA      
060505104 BANK OF AMERICA CORP AT COST 24,642 28,568
071813109 BAXTER INTL INC COM AT COST 19,947 14,580
110122108 BRISTOL MYERS SQUIBB AT COST 27,424 31,674
25278X109 DIAMONDBACK ENERGY I AT COST 21,411 21,462
26884L109 EQT CORP COM AT COST 64,809 76,082
320517105 FIRST HORIZON NATL C AT COST 17,918 25,578
36828A101 GE VERNOVA LLC AT COST 28,839 53,945
375558103 GILEAD SCIENCES INC AT COST 20,444 21,245
443510607 HUBBELL INC COM AT COST 72,439 77,076
460146103 INTERNATIONAL PAPER AT COST 28,994 33,368
46120E602 INTUITIVE SURGICAL I AT COST 36,134 47,498
502431109 L3HARRIS TECHNOLOGIE AT COST 45,623 45,420
504922105 LABCORP HOLDINGS INC AT COST 26,886 30,500
59156R108 METLIFE INC AT COST 21,849 21,289
60937P106 MONGODB INC AT COST 34,014 23,514
64110L106 NETFLIX COM INC AT COST 17,195 26,740
681919106 OMNICOM GROUP INC CO AT COST 41,666 37,772
718172109 PHILIP MORRIS INTERN AT COST 19,533 23,107
718546104 PHILLIPS 66 AT COST 26,671 21,191
722304102 PINDUODUO INC-ADR AT COST 20,533 16,488
88579Y101 3M CO AT COST 19,277 23,882
902973304 US BANCORP DEL AT COST 24,206 23,915
G51502105 JOHNSON CTLS INTL PL AT COST 39,764 48,147
H01301128 ALCON INC AT COST 29,536 27,165
V7780T103 ROYAL CARIBBEAN CRUI AT COST 20,516 22,838

TY 2024 OtherDecreasesSchedule
Name:
THE SHORE FUND
EIN:
25-6220659
Description Amount
ROC ON CY SALES 306
PY RETURN OF CAPITAL ADJUSTMENT 422
ROUNDING 8


TY 2024 OtherExpensesSchedule
Name:
THE SHORE FUND
EIN:
25-6220659
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 65 65   0


TY 2024 OtherIncomeSchedule2
Name:
THE SHORE FUND
EIN:
25-6220659
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 5,249 0  


TY 2024 OtherIncreasesSchedule
Name:
THE SHORE FUND
EIN:
25-6220659
Description Amount
MUTUAL FUND TIMING ADJ 53


TY 2024 TaxesSchedule
Name:
THE SHORE FUND
EIN:
25-6220659
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,631 2,631   0
FEDERAL ESTIMATES - PRINCIPAL 3,564 0   0
FOREIGN TAXES ON NONQUALIFIED 483 483   0