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
TSE MARGARET-CHAR TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7608266
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,893,191J 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... 42,960 42,740  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 175,139
b Gross sales price for all assets on line 6a 1,179,908
7 Capital gain net income (from Part IV, line 2)... 175,139
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........ 218,099 217,879  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,850 8,310   5,540
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
2,955 548   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
13 13    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,818 8,871 0 5,540
25 Contributions, gifts, grants paid....... 76,500 76,500
26 Total expenses and disbursements. Add lines 24 and 25 93,318 8,871 0 82,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 124,781
b Net investment income (if negative, enter -0-) 209,008
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......... 61,258 60,083 60,083
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).......... 1,236,827 Click to see attachment
List of Attached Documents:
// Content
1,361,295 		1,833,108
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) 1,298,085 1,421,378 1,893,191
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........ 1,298,085 1,421,378
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)..... 1,298,085 1,421,378
30 Total liabilities and net assets/fund balances (see instructions). 1,298,085 1,421,378
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
1,298,085
2
Enter amount from Part I, line 27a .....................
2
124,781
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,422,866
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,488
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,421,378
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 30. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 58. ABBOTT LABORATORIES   2014-04-08 2024-01-08
c 15. ASSURANT INC   2023-08-16 2024-01-08
d 140. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
e 9. COSTCO WHSL CORP NEW   2010-07-09 2024-01-08
27. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
16. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
18. S & P GLOBAL INC   2019-06-05 2024-01-08
13. EVEREST RE GRP LTD   2023-04-19 2024-01-08
10. ASSURANT INC   2023-08-16 2024-01-09
10. ASSURANT INC   2023-08-21 2024-01-10
16. ASSURANT INC   2023-08-18 2024-01-11
30. BUNGE GLOBAL SA   2024-01-08 2024-01-22
2338.436 BNYM INTL STCK-Y   2018-01-04 2024-01-25
1321.986 BNYM GLBL RL RTRN -Y   2019-02-01 2024-01-25
7165.004 BNY MELLON HIGH YIELD-I   2012-02-28 2024-01-25
1104.972 BNYM GLBL RL EST SEC-Y   2019-02-01 2024-01-25
1573.705 BNYM GLBL RL EST SEC-Y   2011-04-06 2024-01-25
3827.568 BNYM FLTNG RT INC-Y   2014-03-24 2024-01-25
738. ISHARES MSCI EAFE INDEX FD   2019-02-01 2024-01-25
11. ISHARES TR S&P MIDCAP 400 INDEX FD   2018-07-24 2024-01-25
144. ISHARES TR S&P MIDCAP 400 INDEX FD   2009-11-24 2024-01-25
309. ISHARES TR S & P SMALL CAP 600   2020-10-20 2024-01-25
555. ISHARES MSCI EMERGING MARKETS EX   2022-11-16 2024-01-25
3097.893 TCW EMERGING MARKETS INCOME FUND-I   2020-10-20 2024-01-25
100. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
28. AMERIPRISE FINL INC   2021-02-19 2024-02-21
100. AMPHENOL CORP NEW   2022-11-01 2024-02-21
210. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
4. BROADCOM INC   2022-05-19 2024-02-21
11. ELI LILLY & CO COM   2020-06-23 2024-02-21
9. THERMO ELECTRON CORP   2019-02-28 2024-02-21
12. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
13. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
180. BANK OF AMERICA CORP   2015-02-25 2024-03-20
100. CSX CORP COM   2017-01-13 2024-03-20
110. COCA - COLA CO   2019-08-08 2024-03-20
130. CORNING INC COM   2023-02-17 2024-03-20
167. EXXON MOBIL CORP   2022-10-10 2024-03-20
22. GENUINE PARTS CO   2023-03-06 2024-03-20
11. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
50. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
32. NIKE INC CL B   2015-04-21 2024-03-20
8. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
22. PROCTER & GAMBLE CO COM   2022-09-14 2024-03-20
90. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
70. SYNCHRONY FINANCIAL   2020-07-13 2024-03-20
40. VOYA FINANCIAL INC   2016-01-20 2024-03-20
5. DEERE & COMPANY   2017-06-16 2024-04-09
13. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
33. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
23. ELI LILLY & CO COM   2020-06-23 2024-04-09
14. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
60. NEXTERA ENERGY INC   2018-05-09 2024-04-09
41. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
70. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-05-11 2024-04-09
4. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
4. THERMO ELECTRON CORP   2019-02-28 2024-04-09
50. TWILIO INC - A   2023-06-01 2024-04-09
16. EATON CORP PLC   2012-11-30 2024-04-09
18. ABBVIE INC   2024-02-21 2024-04-25
65. ABBVIE INC   2019-09-20 2024-04-25
50. CF INDS HLDGS INC   2024-03-20 2024-05-07
180. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
100. INTEL CORPORATION   2023-12-14 2024-06-12
80. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
50. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
12. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
2107.926 BNY MELLON INTERMEDIATE BOND FD CL M   2024-01-25 2024-07-08
6574.865 BNY MELLON INTERMEDIATE BOND FD CL M   2018-01-04 2024-07-08
1506.205 BNY MELLON BOND FD CL M   2013-12-16 2024-07-08
12374.071 BNY MELLON BOND FD CL M   2009-12-08 2024-07-08
.8333 GRAIL INC   2023-07-31 2024-07-08
15. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
10. CINTAS CORP   2024-01-08 2024-07-23
7. GRAIL INC   2023-07-31 2024-07-23
30. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
130. NEWMONT MINING CORP   2023-12-14 2024-07-23
40. CRH PLC   2024-04-09 2024-07-23
74. INTERNATIONAL GAME TECHNOLOG   2023-10-24 2024-07-23
8. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
38. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
36. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
33. INTERNATIONAL GAME TECHNOLOG   2023-04-21 2024-07-24
20. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
80. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
10. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
30. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
69. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
68. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
36. CHEVRON CORPORATION   2024-03-20 2024-08-01
17. J P MORGAN CHASE & CO   2017-11-21 2024-08-08
19. EATON CORP PLC   2012-11-30 2024-08-08
11. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
3. EATON CORP PLC   2012-11-30 2024-08-27
25. EATON CORP PLC   2012-11-30 2024-08-27
30. ROSS STORES INC   2024-03-20 2024-08-28
90. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
16. J P MORGAN CHASE & CO   2017-11-20 2024-09-13
57. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
15. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
80. CITIGROUP INC   2024-03-20 2024-10-24
20. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
60. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
5. UNITED HEALTH GROUP INC   2024-03-20 2024-10-24
3. ALLSTATE CORP COM   2024-08-08 2024-10-31
16. ALLSTATE CORP COM   2022-11-15 2024-10-31
23. T -MOBILE US INC   2024-07-23 2024-10-31
9. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
1. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
6. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
4. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
3. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
80. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
60. DEXCOM INC   2024-04-25 2024-11-26
1938.736 OAKMARK INTERNATIONAL-INST   2024-01-25 2024-12-04
156. ISHARES TR S & P SMALL CAP 600   2020-10-20 2024-12-04
399. ISHARES TR S & P SMALL CAP 600   2009-11-24 2024-12-04
50. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
180. 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 3,341   3,405 -64
b 6,459   3,319 3,140
c 2,490   2,217 273
d 4,483   4,342 141
e 5,898   505 5,393
6,904   2,343 4,561
4,615   3,898 717
7,733   3,942 3,791
4,752   4,955 -203
1,640   1,417 223
1,632   1,416 216
2,625   2,239 386
2,670   2,950 -280
55,000   43,869 11,131
19,790   18,904 886
38,261   45,400 -7,139
8,475   10,000 -1,525
12,070   11,897 173
42,486   45,000 -2,514
55,069   46,295 8,774
3,035   2,175 860
39,736   9,963 29,773
32,831   23,499 9,332
30,000   27,461 2,539
19,548   24,858 -5,310
6,842   3,590 3,252
11,047   6,255 4,792
10,458   7,562 2,896
13,753   9,148 4,605
4,855   2,161 2,694
8,130   2,655 5,475
4,943   2,689 2,254
4,323   3,190 1,133
6,680   6,085 595
6,477   3,565 2,912
3,702   1,289 2,413
6,645   5,872 773
4,233   4,591 -358
18,783   17,376 1,407
3,403   3,818 -415
6,625   3,817 2,808
4,327   4,102 225
3,187   1,603 1,584
3,752   3,410 342
3,559   3,146 413
5,971   5,803 168
2,968   1,603 1,365
2,859   1,106 1,753
2,060   640 1,420
5,035   4,441 594
6,487   4,338 2,149
17,353   3,600 13,753
2,951   2,084 867
3,903   2,728 1,175
8,403   7,756 647
4,686   4,758 -72
3,762   2,759 1,003
2,347   1,039 1,308
3,070   3,367 -297
5,028   686 4,342
3,006   3,137 -131
10,854   5,064 5,790
3,722   4,320 -598
5,556   5,986 -430
3,131   4,599 -1,468
5,180   6,187 -1,007
3,238   2,899 339
5,164   5,115 49
24,958   25,000 -42
77,846   81,827 -3,981
16,403   18,729 -2,326
134,754   161,850 -27,096
12   27 -15
2,254   1,991 263
7,570   5,826 1,744
107   181 -74
1,231   1,112 119
6,113   5,369 744
3,284   3,353 -69
1,528   2,197 -669
1,170   1,062 108
5,557   3,049 2,508
728   1,064 -336
668   942 -274
3,403   2,328 1,075
4,867   7,393 -2,526
400   371 29
1,824   1,843 -19
1,393   1,933 -540
1,581   1,882 -301
5,493   5,600 -107
3,458   1,691 1,767
5,432   700 4,732
3,594   272 3,322
892   110 782
7,403   920 6,483
4,498   4,411 87
4,595   5,529 -934
3,285   1,586 1,699
6,580   5,824 756
4,361   4,096 265
5,030   4,755 275
1,030   981 49
3,091   3,377 -286
2,810   2,474 336
562   510 52
2,998   2,119 879
5,145   4,055 1,090
2,042   1,047 995
227   112 115
666   687 -21
2,372   1,970 402
1,779   400 1,379
2,214   3,771 -1,557
4,646   7,375 -2,729
50,368   50,000 368
19,699   11,863 7,836
50,385   10,311 40,074
2,009   2,702 -693
7,233   9,984 -2,751
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
      4,359
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       -64
b       3,140
c       273
d       141
e       5,393
      4,561
      717
      3,791
      -203
      223
      216
      386
      -280
      11,131
      886
      -7,139
      -1,525
      173
      -2,514
      8,774
      860
      29,773
      9,332
      2,539
      -5,310
      3,252
      4,792
      2,896
      4,605
      2,694
      5,475
      2,254
      1,133
      595
      2,912
      2,413
      773
      -358
      1,407
      -415
      2,808
      225
      1,584
      342
      413
      168
      1,365
      1,753
      1,420
      594
      2,149
      13,753
      867
      1,175
      647
      -72
      1,003
      1,308
      -297
      4,342
      -131
      5,790
      -598
      -430
      -1,468
      -1,007
      339
      49
      -42
      -3,981
      -2,326
      -27,096
      -15
      263
      1,744
      -74
      119
      744
      -69
      -669
      108
      2,508
      -336
      -274
      1,075
      -2,526
      29
      -19
      -540
      -301
      -107
      1,767
      4,732
      3,322
      782
      6,483
      87
      -934
      1,699
      756
      265
      275
      49
      -286
      336
      52
      879
      1,090
      995
      115
      -21
      402
      1,379
      -1,557
      -2,729
      368
      7,836
      40,074
      -693
      -2,751
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 175,139
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 2,905
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 2,905
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 2,905
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,676
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 1,676
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,229
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 (212) 922-6636

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		13,850    
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
1,805,788
b
Average of monthly cash balances.......................
1b
76,179
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,881,967
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
1,881,967
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,230
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,853,737
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,687
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
92,687
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,905
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,905
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,782
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,782
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
89,782
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
82,040
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
82,040
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 89,782
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 74,101
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 82,040
a Applied to 2023, but not more than line 2a 74,101
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..... 7,939
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		81,843
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

FRIENDS OF PUBLIC RADIO ARIZONA

2323 W 14TH ST
TEMPE,AZ852816950 		NONE PC GENERAL OPERATING 1,000

WATCHTOWER BIBLE AND TRACT SOCIETY

900 RED MILLS RD
WALLKILL,NE12589 		NONE PC GENERAL OPERATING 43,000

MUSICAL INSTRUMENT MUSEUM

4725 E MAYO BLVD
PHOENIX,AZ850506920 		NONE PC GENERAL OPERATING 10,000

PHOENIX COUNTRY DAY SCHOOL

3901 E STANFORD DR
PARADISE VLY,AZ852537536 		NONE PC GENERAL OPERATING 7,500

BARROW NEUROLOGICAL FOUNDATION

2910 N 3RD AVENUE SUITE 450
PHOENIX,AZ850134434 		NONE PC GENERAL OPERATING 5,000

ASU FOUNDATION

PO BOX 2260ATTN PAYROLL BENEFITS
TEMPE,AZ852810000 		NONE PC GENERAL OPERATING 5,000

HONOR HEALTH FOUNDATION

8125 HAYDEN RD
SCOTTSDALE,AZ85258 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 76,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 42,960  
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 ............ 		    18 175,139  
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) ..   218,099  
13Total. Add line 12, columns (b), (d), and (e)..................
13
218,099
(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 ExplnOfNonFilingWithAGStmt
Name:
TSE MARGARET-CHAR TR
EIN:
13-7608266
Statement:
NO STATE FILING REQUIRED

TY 2024 InvestmentsOtherSchedule2
Name:
TSE MARGARET-CHAR TR
EIN:
13-7608266
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP COM AT COST 22,992 62,382
87165B103 SYNCHRONY FINANCIAL      
060505104 BANK OF AMERICA CORP AT COST 5,272 6,153
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
02079K305 ALPHABET INC/CA AT COST 21,240 55,086
46625H100 J P MORGAN CHASE & C AT COST 6,139 14,862
002824100 ABBOTT LABORATORIES      
023135106 AMAZON COM INC AT COST 21,824 50,460
05569M814 BNY MELLON INTERMEDI      
101137107 BOSTON SCIENTIFIC CO      
452308109 ILLINOIS TOOL WORKS      
G29183103 EATON CORP PLC      
05569M830 BNY MELLON BOND FD C      
65339F101 NEXTERA ENERGY INC      
929089100 VOYA FINANCIAL INC AT COST 3,462 5,506
026874784 AMERICAN INTERNATION AT COST 1,588 4,368
037833100 APPLE INC AT COST 22,646 55,844
464287804 ISHARES TR S & P SMA AT COST 10,363 46,203
654106103 NIKE INC CL B      
91324P102 UNITED HEALTH GROUP AT COST 1,999 7,588
126408103 CSX CORP COM      
464287507 ISHARES TR S&P MIDCA AT COST 37,775 170,106
00287Y109 ABBVIE INC      
05587K857 BNYM INTL STCK-Y AT COST 34,605 52,021
12572Q105 CME GROUP INC AT COST 12,179 14,863
464287465 ISHARES MSCI EAFE IN AT COST 43,096 51,944
191216100 COCA-COLA CO USD      
05588F709 BNYM GLBL RL EST SEC      
883556102 THERMO ELECTRON CORP      
05588E850 BNY MELLON HIGH YIEL      
05587N794 BNYM GLBL RL RTRN -Y      
05589K400 BNYM FLTNG RT INC-Y      
78409V104 S & P GLOBAL INC      
87234N765 TCW EMERGING MARKETS      
G8994E103 TRANE TECHNOLOGIES P AT COST 470 7,018
532457108 ELI LILLY & CO COM      
G1151C101 ACCENTURE PLC IRELAN      
03076C106 AMERIPRISE FINL INC      
11135F101 BROADCOM INC      
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
744573106 PUBLIC SERVICE ENTER      
05722G100 BAKER HUGHES A GE CO      
517834107 LAS VEGAS SANDS CORP AT COST 5,195 7,704
573284106 MARTIN MARIETTA MATL      
00206R102 AT&T INC AT COST 9,132 11,840
742718109 PROCTER & GAMBLE CO      
46434G764 ISHARES MSCI EMERGIN AT COST 27,461 30,775
580135101 MC DONALDS CORPORATI      
020002101 ALLSTATE CORP COM AT COST 5,146 7,519
30231G102 EXXON MOBIL CORP      
75886F107 REGENERON PHARMACEUT      
016255101 ALIGN TECHNOLOGY INC AT COST 9,207 5,421
038222105 APPLIED MATERIALS IN AT COST 10,515 10,571
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 6,869 6,823
075887109 BECTON DICKINSON AND AT COST 15,884 13,839
084670702 BERKSHIRE HATHAWAY I AT COST 16,740 21,757
16679L109 CHEWY INC - CLASS A AT COST 4,179 7,703
17275R102 CISCO SYS INC AT COST 12,032 13,616
21037T109 CONSTELLATION ENERGY AT COST 4,461 8,948
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 7,459 6,443
235851102 DANAHER CORP COMMON AT COST 12,889 13,084
25746U109 DOMINION RES INC VA AT COST 8,308 9,156
35671D857 FREEPORT-MCMORAN COP AT COST 8,961 7,616
372460105 GENUINE PARTS CO      
443573100 HUBSPOT INC AT COST 9,042 11,845
452327109 ILLUMINA INC AT COST 7,134 6,281
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 7,579 9,917
56585A102 MARATHON PETROLEUM C AT COST 4,169 3,906
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 3,523 7,131
651639106 NEWMONT MINING CORP AT COST 3,717 3,350
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 15,883 71,174
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 5,807 5,326
80105N105 SANOFI-SYNTHELABO AT COST 5,308 5,305
803607100 SAREPTA THERAPEUTICS AT COST 6,413 6,809
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 5,950 7,649
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 5,424 6,635
92338C103 VERALTO CORP-W/I AT COST 7,100 8,454
G25508105 CRH PLC AT COST 4,757 7,402
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 5,418 6,967
00771X419 G Q G PART EMERG MKT AT COST 30,000 30,517
031100100 AMETEK INC NEW AT COST 8,465 8,652
04045F592 ARISTOTLE FLTNG RT I AT COST 35,000 34,890
071813109 BAXTER INTL INC COM AT COST 3,989 2,916
09073M104 BIO-TECHNE CORP AT COST 4,276 4,322
110122108 BRISTOL MYERS SQUIBB AT COST 5,877 6,787
14064D774 FULLTHALER BEH S/C G AT COST 50,000 45,953
14949P208 CAUSEWAY CAP MGMT TR AT COST 50,000 44,788
20825C104 CONOCOPHILLIPS AT COST 9,984 8,529
25278X109 DIAMONDBACK ENERGY I AT COST 4,576 4,587
254687106 DISNEY (WALT) COMPAN AT COST 7,597 7,349
258620301 DOUBLELINE CORE FIXE AT COST 250,000 248,909
26884L109 EQT CORP COM AT COST 12,975 16,139
320517105 FIRST HORIZON NATL C AT COST 4,079 5,438
36828A101 GE VERNOVA LLC AT COST 6,155 11,513
37045V100 GENERAL MOTORS CO AT COST 5,061 6,392
375558103 GILEAD SCIENCES INC AT COST 3,555 3,695
38141G104 GOLDMAN SACHS GROUP AT COST 6,952 10,307
38145N220 GOLDMAN SACHS ABS RE AT COST 35,000 36,926
44134R735 HOTCHKIS & WILEY HIG AT COST 50,000 50,429
443201108 HOWMET AEROSPACE INC AT COST 8,569 14,218
443510607 HUBBELL INC COM AT COST 15,382 16,337
45687V106 INGERSOLL RAND INC AT COST 9,740 9,951
460146103 INTERNATIONAL PAPER AT COST 5,617 6,458
46137V357 INVESCO S&P 500 EQUA AT COST 29,875 33,294
464287168 ISHARES DJ SELECT DI AT COST 30,782 34,792
464287200 ISHARES S&P 500 INDE AT COST 29,377 35,321
49177J102 KENVUE INC AT COST 6,708 7,046
502431109 L3HARRIS TECHNOLOGIE AT COST 9,978 9,673
504922105 LABCORP HOLDINGS INC AT COST 5,667 6,421
550021109 LULULEMON ATHLETICA AT COST 4,418 3,442
59156R108 METLIFE INC AT COST 4,202 4,094
60937P106 MONGODB INC AT COST 6,735 4,656
681919106 OMNICOM GROUP INC CO AT COST 8,541 7,744
718172109 PHILIP MORRIS INTERN AT COST 4,069 4,814
718546104 PHILLIPS 66 AT COST 6,131 4,443
722304102 PINDUODUO INC-ADR AT COST 4,348 3,492
776696106 ROPER TECHNOLOGIES I AT COST 10,188 9,877
88579Y101 3M CO AT COST 3,961 4,905
902973304 US BANCORP DEL AT COST 4,841 4,783
922908553 VANGUARD INDEX TR AT COST 17,785 18,529
98978V103 ZOETIS INC AT COST 6,338 5,703
G0403H108 AON PLC/IRELAND A AT COST 3,600 4,310
G51502105 JOHNSON CTLS INTL PL AT COST 8,499 10,261
G5960L103 MEDTRONIC PLC AT COST 14,497 13,580
H01301128 ALCON INC AT COST 6,449 5,942
V7780T103 ROYAL CARIBBEAN CRUI AT COST 4,145 4,614

TY 2024 OtherDecreasesSchedule
Name:
TSE MARGARET-CHAR TR
EIN:
13-7608266
Description Amount
MUTUAL FUND TIMING ADJ 1,376
ROC ON CY SALES 49
PY RETURN OF CAPITAL ADJUSTMENT 60
TAX LOT BASIS ADJUSTMENT 1
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
TSE MARGARET-CHAR TR
EIN:
13-7608266
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 13 13   0


TY 2024 TaxesSchedule
Name:
TSE MARGARET-CHAR TR
EIN:
13-7608266
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 479 479   0
FEDERAL TAX PAYMENT - PRIOR YE 731 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,676 0   0
FOREIGN TAXES ON NONQUALIFIED 69 69   0