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
SHACKLEFORD FOUNDATION
 
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

47-3603815
B Telephone number (see instructions)

(212) 922-8143
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$7,594,983J 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... 139,871 139,653  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 742,020
b Gross sales price for all assets on line 6a 3,533,117
7 Capital gain net income (from Part IV, line 2)... 742,020
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........ 881,891 881,673  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,089 46,853   31,236
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
13,321 1,621   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
308 58   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,718 48,532 0 31,486
25 Contributions, gifts, grants paid....... 545,000 545,000
26 Total expenses and disbursements. Add lines 24 and 25 636,718 48,532 0 576,486
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 245,173
b Net investment income (if negative, enter -0-) 833,141
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......... 222,918 719,448 719,448
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).......... 5,643,947 Click to see attachment
List of Attached Documents:
// Content
5,390,437 		6,875,535
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) 5,866,865 6,109,885 7,594,983
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........ 5,866,865 6,109,885
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)..... 5,866,865 6,109,885
30 Total liabilities and net assets/fund balances (see instructions). 5,866,865 6,109,885
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
5,866,865
2
Enter amount from Part I, line 27a .....................
2
245,173
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,293
4
Add lines 1, 2, and 3 ..........................
4
6,113,331
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,446
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,109,885
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 140. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 279. ABBOTT LABORATORIES   2016-09-09 2024-01-08
c 70. ASSURANT INC   2023-08-17 2024-01-08
d 640. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
e 44. COSTCO WHSL CORP NEW   2010-07-12 2024-01-08
129. ILLINOIS TOOL WORKS INC COM   2016-09-09 2024-01-08
75. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
86. S & P GLOBAL INC   2019-06-05 2024-01-08
60. EVEREST RE GRP LTD   2023-04-19 2024-01-08
46. ASSURANT INC   2023-08-16 2024-01-09
50. ASSURANT INC   2023-08-21 2024-01-10
76. ASSURANT INC   2023-08-18 2024-01-11
150. BUNGE GLOBAL SA   2024-01-08 2024-01-22
480. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
133. AMERIPRISE FINL INC   2021-02-19 2024-02-21
490. AMPHENOL CORP NEW   2022-11-01 2024-02-21
980. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
21. BROADCOM INC   2022-05-19 2024-02-21
49. ELI LILLY & CO COM   2020-06-23 2024-02-21
41. THERMO ELECTRON CORP   2019-02-28 2024-02-21
55. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
35000. UNITED STATES TREASU 2.625% 4/30/24   2022-05-13 2024-02-26
2953.337 BNY MELLON MID CAP STK FD CL M   2017-02-14 2024-03-11
200. AT&T INC   2022-11-01 2024-03-12
33. ABBVIE INC   2024-02-21 2024-03-12
11. ALIGN TECHNOLOGY INC   2023-06-30 2024-03-12
22. ALLSTATE CORP COM   2022-11-21 2024-03-12
106. ALPHABET INC/CA   2023-07-31 2024-03-12
72. AMAZON COM INC   2023-08-31 2024-03-12
20. AMERICAN INTERNATIONAL GROUP   2020-08-07 2024-03-12
5. ELEVANCE HEALTH INC   2022-10-10 2024-03-12
80. APPLE INC   2023-07-31 2024-03-12
16. APPLIED MATERIALS INC   2023-09-25 2024-03-12
14. ARES MANAGEMENT CORP   2023-04-13 2024-03-12
80. BANK OF AMERICA CORP   2022-09-23 2024-03-12
16. BECTON DICKINSON AND COMPANY   2023-08-31 2024-03-12
19. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-03-12
20. BIO-TECHNE CORP   2024-02-21 2024-03-12
23. CME GROUP INC   2024-02-21 2024-03-12
2. CME GROUP INC   2021-11-24 2024-03-12
30. CSX CORP COM   2017-01-13 2024-03-12
90. CHEWY INC - CLASS A   2023-09-25 2024-03-12
90. CISCO SYS INC   2023-08-31 2024-03-12
4. CINTAS CORP   2024-01-08 2024-03-12
50. COCA - COLA CO   2022-03-17 2024-03-12
27. CONSTELLATION ENERGY CORP   2023-12-14 2024-03-12
40. CORNING INC COM   2023-02-17 2024-03-12
30. COSTAR GROUP INC   2023-11-10 2024-03-12
23. DANAHER CORP COMMON   2024-01-08 2024-03-12
1. DEERE & COMPANY   2017-06-16 2024-03-12
30. DOMINION RES INC VA NEW   2023-12-18 2024-03-12
68. EXXON MOBIL CORP   2022-11-01 2024-03-12
60. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-07-31 2024-03-12
8. GENUINE PARTS CO   2023-03-06 2024-03-12
7. GOLDMAN SACHS GROUP INC   2024-02-21 2024-03-12
8. HUBSPOT INC   2023-06-30 2024-03-12
19. ILLUMINA INC   2023-07-31 2024-03-12
40. INGERSOLL RAND INC   2024-02-21 2024-03-12
30. INTEL CORPORATION   2023-12-14 2024-03-12
70. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-03-12
5. INTUITIVE SURGICAL INC   2023-06-30 2024-03-12
52. J P MORGAN CHASE & CO   2023-04-19 2024-03-12
70. LAS VEGAS SANDS CORP   2022-06-08 2024-03-12
9. ELI LILLY & CO COM   2020-06-23 2024-03-12
3. LULULEMON ATHLETICA INC   2024-01-08 2024-03-12
16. MARATHON PETROLEUM CORP   2023-12-14 2024-03-12
5. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-12
58. MICROSOFT CORP COM   2024-02-21 2024-03-12
10. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-12
3. NETFLIX COM INC   2023-06-30 2024-03-12
80. NEWMONT MINING CORP   2023-12-14 2024-03-12
20. NEXTERA ENERGY INC   2023-02-10 2024-03-12
12. NIKE INC CL B   2016-07-19 2024-03-12
7. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-12
21. NVIDIA CORP   2024-02-21 2024-03-12
40. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-03-12
9. PROCTER & GAMBLE CO COM   2023-01-19 2024-03-12
16. PROGRESSIVE CORP OHIO   2024-02-21 2024-03-12
30. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-03-12
1. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-03-12
8. REPLIGEN CORP   2023-08-31 2024-03-12
7. ROPER TECHNOLOGIES INC   2024-02-21 2024-03-12
40. SHELL PLC-W/I-ADR   2024-01-08 2024-03-12
60. SANOFI-SYNTHELABO   2023-04-14 2024-03-12
24. SAREPTA THERAPEUTICS INC   2023-06-30 2024-03-12
70. SCHLUMBERGER LIMITED COM   2023-09-01 2024-03-12
60. SHOPIFY INC-A W/I   2024-01-08 2024-03-12
30. BLOCK INC   2023-06-30 2024-03-12
30. SYNCHRONY FINANCIAL   2020-07-13 2024-03-12
1. THERMO ELECTRON CORP   2019-02-28 2024-03-12
10. TWILIO INC - A   2023-06-01 2024-03-12
40. UBER TECHNOLOGIES INC   2023-07-31 2024-03-12
7. UNITED HEALTH GROUP INC   2016-09-14 2024-03-12
20. VERALTO CORP-W/I   2023-07-31 2024-03-12
30. VOYA FINANCIAL INC   2016-07-20 2024-03-12
6. ZOETIS INC   2024-01-08 2024-03-12
30. CRH PLC   2023-09-25 2024-03-12
25. EATON CORP PLC   2022-09-26 2024-03-12
110. INTERNATIONAL GAME TECHNOLOG   2023-10-24 2024-03-12
50. MEDTRONIC PLC   2024-01-08 2024-03-12
11. RENAISSANCERE HLDGS LTD   2023-12-14 2024-03-12
12. TRANE TECHNOLOGIES PLC   2012-02-27 2024-03-12
25000. CREDIT SUISSE NEW YO 3.625% 9/09/24   2017-03-21 2024-03-14
57. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
790. BANK OF AMERICA CORP   2016-09-09 2024-03-20
420. CSX CORP COM   2017-01-13 2024-03-20
500. COCA - COLA CO   2019-08-08 2024-03-20
580. CORNING INC COM   2023-02-17 2024-03-20
727. EXXON MOBIL CORP   2022-10-10 2024-03-20
94. GENUINE PARTS CO   2023-03-06 2024-03-20
49. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
200. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
138. NIKE INC CL B   2016-07-19 2024-03-20
37. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
97. PROCTER & GAMBLE CO COM   2022-09-14 2024-03-20
410. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
290. SYNCHRONY FINANCIAL   2020-07-13 2024-03-20
190. VOYA FINANCIAL INC   2016-07-20 2024-03-20
20000. MITSUBISHI UFJ FIN G 2.193% 2/25/25   2021-10-15 2024-03-27
20000. BARCLAYS PLC 3.65% 3/16/25   2021-10-07 2024-04-03
20000. INTEL CORP 2.45% 11/15/29   2020-05-11 2024-04-03
15000. UNITED STATES TREAS 2.375% 8/15/24   2016-02-26 2024-04-08
23. DEERE & COMPANY   2017-06-16 2024-04-09
55. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
142. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
101. ELI LILLY & CO COM   2020-06-23 2024-04-09
63. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
238. NEXTERA ENERGY INC   2018-05-09 2024-04-09
180. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
320. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
18. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
18. THERMO ELECTRON CORP   2019-02-28 2024-04-09
200. TWILIO INC - A   2023-06-01 2024-04-09
73. EATON CORP PLC   2012-11-30 2024-04-09
56. ABBVIE INC   2024-02-21 2024-04-25
308. ABBVIE INC   2019-09-20 2024-04-25
200. CF INDS HLDGS INC   2024-03-20 2024-05-07
770. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
15000. UNITED STATES TREAS 2.375% 8/15/24   2016-02-26 2024-05-23
440. INTEL CORPORATION   2023-12-14 2024-06-12
320. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
250. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
25000. GOLDMAN SACHS GRP 3.272% 9/29/25   2022-04-07 2024-06-24
54. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.8333 GRAIL INC   2023-07-31 2024-07-08
68. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
44. CINTAS CORP   2024-01-08 2024-07-23
33. GRAIL INC   2023-07-31 2024-07-23
130. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
580. NEWMONT MINING CORP   2023-12-14 2024-07-23
200. CRH PLC   2024-04-09 2024-07-23
323. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-23
36. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
166. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
77. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
222. INTERNATIONAL GAME TECHNOLOG   2023-04-21 2024-07-24
85. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
360. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
40. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
140. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
298. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
2012.198 BNYM SEL MGR S/C VAL-Y   2023-09-25 2024-07-26
7167.63 BNYM SEL MGR S/C VAL-Y   2012-02-15 2024-07-26
1687.632 BNYM SELECT MGR S/C GRW-Y   2023-09-25 2024-07-26
6031.206 BNYM SELECT MGR S/C GRW-Y   2012-02-15 2024-07-26
300. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
157. CHEVRON CORPORATION   2024-03-20 2024-08-01
75. J P MORGAN CHASE & CO   2017-11-21 2024-08-08
81. EATON CORP PLC   2012-11-30 2024-08-08
48. TRANE TECHNOLOGIES PLC   2012-02-27 2024-08-08
20000. BANK OF AMERICA CORP 3.95% 4/21/25   2016-08-01 2024-08-15
35000. UNITED STATES TREAS 2.375% 8/15/24   2016-02-26 2024-08-15
12. EATON CORP PLC   2012-11-30 2024-08-27
110. EATON CORP PLC   2012-11-30 2024-08-27
134. ROSS STORES INC   2024-03-20 2024-08-28
25000. LLOYDS BANKING GROUP 2.438% 2/05/26   2021-08-09 2024-09-04
390. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
70. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
249. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
931.592 BNYM OPPORT SM CAP-Y   2023-09-25 2024-09-20
4652.903 BNYM OPPORT SM CAP-Y   2010-05-27 2024-09-20
12748.506 VIRTUS ALPHASIMPLEX MANAGED FUTURES   2014-02-04 2024-09-20
15000. U S TREASURY NOTE 2.0% 2/15/25   2016-07-14 2024-10-04
68. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
5000. U S TREASURY NOTE 2.0% 2/15/25   2016-07-14 2024-10-07
20000. SHELL INTERNATIONAL FINANCE BV   2021-12-20 2024-10-17
350. CITIGROUP INC   2024-03-20 2024-10-24
150. SANOFI-SYNTHELABO   2023-12-14 2024-10-24
200. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
27. UNITED HEALTH GROUP INC   2024-03-20 2024-10-24
13. ALLSTATE CORP COM   2024-08-08 2024-10-31
67. ALLSTATE CORP COM   2022-11-15 2024-10-31
101. T -MOBILE US INC   2024-07-23 2024-10-31
5000. U S TREASURY NOTE 2.0% 2/15/25   2016-07-14 2024-11-12
20000. AMAZON.COM INC 3.3% 4/13/27   2022-06-09 2024-11-14
24. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
20. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
23. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
19. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
9. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
370. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
266. DEXCOM INC   2024-04-25 2024-11-26
190. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
800. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
60000. U S TREASURY NOTE   2016-10-27 2024-12-18
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,591   15,890 -299
b 31,071   18,124 12,947
c 11,618   10,345 1,273
d 20,492   19,800 692
e 28,837   4,163 24,674
32,988   15,046 17,942
21,631   18,273 3,358
36,948   18,844 18,104
21,930   22,908 -978
7,546   6,526 1,020
8,162   7,082 1,080
12,468   10,643 1,825
13,348   14,748 -1,400
32,841   17,146 15,695
52,474   29,814 22,660
51,243   37,052 14,191
64,182   42,846 21,336
25,487   11,258 14,229
36,214   13,184 23,030
22,517   13,106 9,411
19,815   14,686 5,129
34,833   34,707 126
50,000   47,608 2,392
3,452   3,674 -222
5,985   5,752 233
3,370   3,895 -525
3,522   2,947 575
14,705   14,035 670
12,452   9,952 2,500
1,500   601 899
2,526   2,341 185
13,801   15,646 -1,845
3,245   2,179 1,066
1,871   1,154 717
2,864   2,518 346
3,805   4,472 -667
7,707   6,849 858
1,486   1,425 61
5,000   4,935 65
435   457 -22
1,133   387 746
1,653   1,639 14
4,515   5,172 -657
2,492   2,330 162
3,018   2,998 20
4,481   3,142 1,339
1,312   1,421 -109
2,594   2,380 214
5,828   5,341 487
375   128 247
1,422   1,450 -28
7,387   7,608 -221
2,412   2,675 -263
1,221   1,388 -167
2,692   2,703 -11
4,950   4,255 695
2,592   3,644 -1,052
3,567   3,542 25
1,342   1,380 -38
2,317   2,328 -11
1,896   1,708 188
9,819   7,345 2,474
3,707   2,594 1,113
6,684   1,445 5,239
1,385   1,473 -88
2,872   2,382 490
2,979   1,735 1,244
23,727   23,150 577
903   820 83
1,801   1,321 480
2,741   3,304 -563
1,150   1,491 -341
1,205   692 513
3,192   2,983 209
18,338   14,118 4,220
2,443   2,458 -15
1,453   1,308 145
3,142   3,027 115
1,933   2,164 -231
964   690 274
1,535   1,391 144
3,878   3,827 51
2,582   2,579 3
2,898   3,380 -482
2,920   2,749 171
3,597   4,211 -614
4,522   4,641 -119
2,429   1,983 446
1,277   689 588
599   260 339
622   673 -51
3,120   1,972 1,148
3,421   933 2,488
1,780   1,768 12
2,063   772 1,291
1,097   1,171 -74
2,462   1,680 782
7,324   3,345 3,979
2,643   3,288 -645
4,247   4,310 -63
2,589   2,129 460
3,386   295 3,091
24,740   25,299 -559
29,291   26,683 2,608
28,427   15,394 13,033
15,549   5,415 10,134
30,203   26,494 3,709
18,885   20,473 -1,588
81,769   75,532 6,237
14,542   16,314 -1,772
29,509   17,003 12,506
17,309   16,408 901
13,743   7,912 5,831
17,352   15,770 1,582
15,691   13,890 1,801
27,201   26,436 765
12,296   6,636 5,660
13,580   4,888 8,692
19,428   20,620 -1,192
19,621   21,517 -1,896
17,602   20,764 -3,162
14,850   15,859 -1,009
9,476   2,943 6,533
21,303   18,788 2,515
27,915   18,940 8,975
76,203   15,767 60,436
13,279   9,380 3,899
15,483   9,436 6,047
36,891   34,053 2,838
21,424   21,851 -427
16,930   12,417 4,513
10,560   4,675 5,885
12,278   13,468 -1,190
22,941   3,117 19,824
9,351   9,760 -409
51,431   22,515 28,916
14,888   17,282 -2,394
23,766   25,606 -1,840
14,899   15,814 -915
13,775   20,237 -6,462
20,720   24,750 -4,030
16,188   14,495 1,693
24,830   24,919 -89
23,238   23,015 223
12   27 -15
10,219   9,028 1,191
33,309   25,634 7,675
504   853 -349
5,332   4,818 514
27,275   23,953 3,322
16,420   16,765 -345
6,671   9,549 -2,878
5,265   4,779 486
24,276   13,291 10,985
1,558   2,276 -718
4,492   6,340 -1,848
14,462   9,893 4,569
21,901   33,267 -11,366
1,600   1,483 117
8,512   8,601 -89
6,017   8,357 -2,340
43,222   40,306 2,916
153,961   139,140 14,821
39,271   35,064 4,207
140,346   119,979 20,367
6,973   8,304 -1,331
23,954   24,424 -470
15,258   8,212 7,046
23,156   2,916 20,240
15,684   1,181 14,503
19,811   20,714 -903
35,000   35,740 -740
3,569   432 3,137
32,571   3,961 28,610
20,093   19,701 392
24,702   26,101 -1,399
19,914   23,961 -4,047
14,372   6,946 7,426
28,746   25,488 3,258
30,463   26,608 3,855
152,150   117,937 34,213
114,992   128,034 -13,042
14,863   15,718 -855
19,768   18,559 1,209
4,954   5,211 -257
       
22,008   20,803 1,205
7,727   7,340 387
10,303   11,253 -950
15,171   13,362 1,809
2,436   2,209 227
12,554   8,868 3,686
22,592   17,804 4,788
4,968   5,211 -243
19,496   19,743 -247
5,446   2,793 2,653
4,539   2,231 2,308
2,554   2,634 -80
11,266   9,355 1,911
5,337   1,199 4,138
10,241   17,442 -7,201
20,599   32,578 -11,979
7,635   10,269 -2,634
32,148   44,397 -12,249
57,877   58,598 -721
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
      162,655
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       -299
b       12,947
c       1,273
d       692
e       24,674
      17,942
      3,358
      18,104
      -978
      1,020
      1,080
      1,825
      -1,400
      15,695
      22,660
      14,191
      21,336
      14,229
      23,030
      9,411
      5,129
      126
      2,392
      -222
      233
      -525
      575
      670
      2,500
      899
      185
      -1,845
      1,066
      717
      346
      -667
      858
      61
      65
      -22
      746
      14
      -657
      162
      20
      1,339
      -109
      214
      487
      247
      -28
      -221
      -263
      -167
      -11
      695
      -1,052
      25
      -38
      -11
      188
      2,474
      1,113
      5,239
      -88
      490
      1,244
      577
      83
      480
      -563
      -341
      513
      209
      4,220
      -15
      145
      115
      -231
      274
      144
      51
      3
      -482
      171
      -614
      -119
      446
      588
      339
      -51
      1,148
      2,488
      12
      1,291
      -74
      782
      3,979
      -645
      -63
      460
      3,091
      -559
      2,608
      13,033
      10,134
      3,709
      -1,588
      6,237
      -1,772
      12,506
      901
      5,831
      1,582
      1,801
      765
      5,660
      8,692
      -1,192
      -1,896
      -3,162
      -1,009
      6,533
      2,515
      8,975
      60,436
      3,899
      6,047
      2,838
      -427
      4,513
      5,885
      -1,190
      19,824
      -409
      28,916
      -2,394
      -1,840
      -915
      -6,462
      -4,030
      1,693
      -89
      223
      -15
      1,191
      7,675
      -349
      514
      3,322
      -345
      -2,878
      486
      10,985
      -718
      -1,848
      4,569
      -11,366
      117
      -89
      -2,340
      2,916
      14,821
      4,207
      20,367
      -1,331
      -470
      7,046
      20,240
      14,503
      -903
      -740
      3,137
      28,610
      392
      -1,399
      -4,047
      7,426
      3,258
      3,855
      34,213
      -13,042
      -855
      1,209
      -257
       
      1,205
      387
      -950
      1,809
      227
      3,686
      4,788
      -243
      -247
      2,653
      2,308
      -80
      1,911
      4,138
      -7,201
      -11,979
      -2,634
      -12,249
      -721
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 742,020
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 11,581
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 11,581
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 11,581
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,576
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 8,576
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 3,005
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8143

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
JOSEPH J RUCCI JR ESQ CO-TRUSTEE
2 		7,867    
19 OLD KINGS HIGHWAY
SOUTH DARIEN,CT06820
BNY MELLON N A TRUSTEE
1 		70,222    
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
7,092,475
b
Average of monthly cash balances.......................
1b
325,251
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,417,726
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
7,417,726
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
111,266
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,306,460
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
365,323
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
365,323
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,581
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,581
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
353,742
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
353,742
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
353,742
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
576,486
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
576,486
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 7 353,742
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...... 1,672
b From 2020...... 46,149
c From 2021...... 68,253
d From 2022...... 231,588
e From 2023...... 242,050
f Total of lines 3a through e ........ 589,712
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 576,486
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..... 353,742
e Remaining amount distributed out of corpus 222,744
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 5 812,456
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) ... 		1,672
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		810,784
10 Analysis of line 9:
a Excess from 2020.... 46,149
b Excess from 2021.... 68,253
c Excess from 2022.... 231,588
d Excess from 2023.... 242,050
e Excess from 2024.... 222,744
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

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CO06902 		NONE PC GENERAL OPERATING 200,000

FOUNDATION OF THE 1ST CALVARY DIVISION A

302 N MAIN STREET
COPPERAS COVE,TX765221700 		NONE PC GENERAL OPERATING 40,000

NEW ENGLAND HEALING SPORTS ASSOC

180 MOUNT SUNAPEE ROAD
NEWBURY,NH03255 		NONE PC GENERAL OPERATING 40,000

GUIDE DOG FOUNDATION

371 EAST JERICHO TURNPIKE
SMITHTOWN,NE11787 		NONE PC GENERAL OPERATING 35,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL336071435 		NONE PC GENERAL OPERATING 75,000

THE ROTARY FOUNDATION OF ROTARY INTERNAT

ONE ROTARY CENTER 1560 SHERMAN AVE
EVANSTON,IL602013698 		NONE PC GENERAL OPERATING 50,000

NATIONAL WWII MUSEUM

945 MAGAZINE ST
NEW ORLEANS,LA70130 		NONE PC GENERAL OPERATING 25,000

ASPCA

424 E 92ND ST
NEW YORK,NY101286804 		NONE PC GENERAL OPERATING 45,000

THE ARMY HISTORICAL FOUNDATION

1775 LIBERTY DR SUITE 400
FORT BELVOIR,VA22060 		NONE PC GENERAL OPERATING 35,000
Total .................................right arrow 3a 545,000
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 ....     14 139,871  
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 ............ 		    18 742,020  
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) ..   881,891  
13Total. Add line 12, columns (b), (d), and (e)..................
13
881,891
(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:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87165B103 SYNCHRONY FINANCIAL      
91324P102 UNITED HEALTH GROUP AT COST 8,927 33,893
912828V98 UNITED STATES TREAS AT COST 59,764 57,580
912828D56 UNITED STATES TREAS      
002824100 ABBOTT LABORATORIES      
21684AAF3 COOPERATIEVE RABOBAN AT COST 19,535 19,597
594918104 MICROSOFT CORP COM AT COST 102,069 272,711
654106103 NIKE INC CL B      
912828J27 U S TREASURY NOTE AT COST 38,776 39,886
026874784 AMERICAN INTERNATION AT COST 6,737 18,928
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
65339F101 NEXTERA ENERGY INC      
9128284N7 UNITED STATES TREAS AT COST 61,137 57,312
023135106 AMAZON COM INC AT COST 96,229 221,803
05569M509 BNY MELLON MID CAP S AT COST 659,821 685,279
06051GFP9 BANK OF AMERICA CORP      
101137107 BOSTON SCIENTIFIC CO      
912828R36 U S TREASURY NOTE      
060505104 BANK OF AMERICA CORP AT COST 23,348 27,249
452308109 ILLINOIS TOOL WORKS      
G29183103 EATON CORP PLC      
037833100 APPLE INC AT COST 101,334 244,660
46625H100 J P MORGAN CHASE & C AT COST 26,740 64,722
780082AD5 ROYAL BANK OF CANADA AT COST 21,321 19,974
91159HHM5 U S BANCORP 3.1% 4 AT COST 19,357 19,571
929089100 VOYA FINANCIAL INC AT COST 14,869 23,402
02079K305 ALPHABET INC/CA AT COST 95,536 240,979
126408103 CSX CORP COM      
22546QAP2 CREDIT SUISSE NEW YO      
00206RGL0 A T & T INC AT COST 19,687 19,566
00287Y109 ABBVIE INC      
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 20,809 19,992
05588E850 BNY MELLON HIGH YIEL AT COST 123,049 110,909
20030NCA7 COMCAST CORP AT COST 20,455 19,055
05587K865 BNYM SELECT MGR S/C      
12572Q105 CME GROUP INC AT COST 52,972 65,024
05587K857 BNYM INTL STCK-Y AT COST 239,834 586,070
883556102 THERMO ELECTRON CORP      
78409V104 S & P GLOBAL INC      
05587K824 BNYM SEL MGR S/C VAL      
05587N737 BNYM OPPORT SM CAP-Y      
05587N794 BNYM GLBL RL RTRN -Y AT COST 103,685 108,416
191216100 COCA-COLA CO USD      
912828Z94 UNITED STATES TREAS AT COST 47,276 39,074
458140BH2 INTEL CORP      
172967ME8 CITIGROUP INC AT COST 23,317 19,095
86562MAF7 SUMITOMO MITSUI FINL AT COST 25,898 24,225
G8994E103 TRANE TECHNOLOGIES P AT COST 2,043 30,656
68389XBU8 ORACLE CORP AT COST 21,347 19,204
532457108 ELI LILLY & CO COM      
06738EAE5 BARCLAYS PLC 3.65% 3      
822582CG5 SHELL INTERNATIONAL      
G1151C101 ACCENTURE PLC IRELAN      
539439AV1 LLOYDS BANKING GROUP      
606822BN3 MITSUBISHI UFJ FIN G      
91282CCB5 UNITED STATES TREAS AT COST 39,709 33,746
95000U2D4 WELLS FARGO & CO AT COST 22,545 19,390
437076CB6 HOME DEPOT INC 2.7% AT COST 21,130 18,007
03076C106 AMERIPRISE FINL INC      
10373QAE0 BP CAPITAL MARKETS A AT COST 22,742 19,581
377372AN7 GLAXOSMITHKLINE CAP AT COST 23,468 19,507
05722G100 BAKER HUGHES A GE CO      
580135101 MC DONALDS CORPORATI      
91282CFL0 U S TREASURY NOTE AT COST 49,700 48,913
91282CFM8 U S TREASURY NOTE AT COST 60,824 59,763
023135CF1 AMAZON.COM INC      
742718109 PROCTER & GAMBLE CO      
30231G102 EXXON MOBIL CORP      
482480AL4 K L A CORP AT COST 21,045 19,569
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
13607HR61 CANADIAN IMPERIAL BA AT COST 19,398 19,449
91282CEP2 WI TREASURY SEC. AT COST 38,438 35,924
00206R102 AT&T INC AT COST 39,551 51,460
517834107 LAS VEGAS SANDS CORP AT COST 22,661 33,384
573284106 MARTIN MARIETTA MATL      
91282CFK2 WI TREASURY SEC. AT COST 58,768 59,681
744573106 PUBLIC SERVICE ENTER      
75886F107 REGENERON PHARMACEUT      
91282CEK3 UNITED STATES TREASU      
11135F101 BROADCOM INC      
020002101 ALLSTATE CORP COM AT COST 22,825 33,353
38141GWQ3 GOLDMAN SACHS GRP      
016255101 ALIGN TECHNOLOGY INC AT COST 40,015 23,562
038222105 APPLIED MATERIALS IN AT COST 45,702 46,024
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 29,621 29,424
075887109 BECTON DICKINSON AND AT COST 70,065 61,028
084670702 BERKSHIRE HATHAWAY I AT COST 72,980 95,189
16679L109 CHEWY INC - CLASS A AT COST 18,710 34,495
17275R102 CISCO SYS INC AT COST 52,388 59,792
21037T109 CONSTELLATION ENERGY AT COST 19,407 38,926
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 33,170 28,636
235851102 DANAHER CORP COMMON AT COST 56,396 57,388
24422EWR6 JOHN DEERE CAPITAL C AT COST 20,399 20,102
25746U109 DOMINION RES INC VA AT COST 37,616 41,472
30303M8G0 META PLATFORMS INC AT COST 19,405 19,552
35671D857 FREEPORT-MCMORAN COP AT COST 39,659 33,510
372460105 GENUINE PARTS CO      
38145N220 GOLDMAN SACHS ABS RE AT COST 103,996 111,361
404280DZ9 HSBC HOLDINGS PLC AT COST 19,927 20,293
443573100 HUBSPOT INC AT COST 38,827 50,864
452327109 ILLUMINA INC AT COST 30,097 27,127
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 33,516 43,845
46647PDH6 JPMORGAN CHASE & CO AT COST 19,539 19,554
56585A102 MARATHON PETROLEUM C AT COST 18,015 16,880
595017104 MICROCHIP TECHNOLOGY      
61747YFA8 MORGAN STANLEY AT COST 20,151 20,055
64110L106 NETFLIX COM INC AT COST 14,534 29,414
651639106 NEWMONT MINING CORP AT COST 15,694 14,144
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 60,642 307,524
674599105 OCCIDENTAL PETROLEUM      
716973AE2 PFIZER INVESTMENT EN AT COST 19,044 19,434
759916109 REPLIGEN CORP AT COST 25,390 23,318
78009PEH0 ROYAL BANK OF SCOTLA AT COST 18,734 19,794
80105N105 SANOFI-SYNTHELABO AT COST 23,643 23,633
803607100 SAREPTA THERAPEUTICS AT COST 28,058 29,790
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 26,446 33,996
87612EBP0 TARGET CORP AT COST 20,016 19,333
89115A2S0 TORONTO-DOMINION BAN AT COST 19,832 20,232
89788MAN2 TRUIST FINANCIAL COR AT COST 20,295 20,329
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 24,161 29,557
91282CFV8 U S TREASURY NOTE AT COST 26,283 24,383
91282CGE5 WI TREASURY SECURITY AT COST 59,049 59,800
91282CGH8 U S TREASURY NOTE AT COST 48,954 48,854
91282CHC8 US TREASURY N/B AT COST 24,226 22,975
91282CHR5 UNITED STATES TREAS AT COST 29,784 29,371
91282CJJ1 U S ETREASURY NOTE AT COST 15,669 14,932
92338C103 VERALTO CORP-W/I AT COST 29,600 35,749
92343VEU4 VERIZON COMMUNICATIO AT COST 19,247 19,196
92835M422 VIRTUS ALPHASIMPLEX      
G25508105 CRH PLC AT COST 19,592 31,457
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 23,415 30,106
031100100 AMETEK INC NEW AT COST 38,189 38,936
06051GKP3 BANK OF AMERICA CORP AT COST 19,813 19,788
06738ECP8 BARCLAYS PLC AT COST 15,009 15,187
071813109 BAXTER INTL INC COM AT COST 18,351 13,414
09073M104 BIO-TECHNE CORP AT COST 18,528 18,728
110122108 BRISTOL MYERS SQUIBB AT COST 25,466 29,411
20825C104 CONOCOPHILLIPS AT COST 44,089 37,685
22550L2K6 CREDIT SUISSE NEW YO AT COST 19,852 20,117
251526CS6 DEUTSCHE BANK NY 6.7 AT COST 20,616 20,767
25278X109 DIAMONDBACK ENERGY I AT COST 19,613 19,660
254687106 DISNEY (WALT) COMPAN AT COST 33,497 32,403
26884L109 EQT CORP COM AT COST 56,989 70,548
320517105 FIRST HORIZON NATL C AT COST 17,678 23,564
36828A101 GE VERNOVA LLC AT COST 26,729 49,997
37045V100 GENERAL MOTORS CO AT COST 21,508 27,168
375558103 GILEAD SCIENCES INC AT COST 18,666 19,398
38141G104 GOLDMAN SACHS GROUP AT COST 30,896 45,810
38141GWZ3 GOLDMAN SACHS GROUP AT COST 19,303 19,460
443201108 HOWMET AEROSPACE INC AT COST 36,912 61,247
443510607 HUBBELL INC COM AT COST 67,364 71,630
45687V106 INGERSOLL RAND INC AT COST 43,387 44,325
458140CG3 INTEL CORP AT COST 15,059 14,502
460146103 INTERNATIONAL PAPER AT COST 26,679 30,677
49177J102 KENVUE INC AT COST 29,678 31,171
502431109 L3HARRIS TECHNOLOGIE AT COST 43,552 42,266
504922105 LABCORP HOLDINGS INC AT COST 24,908 28,206
53944YAX1 LLOYDS BANKING GROUP AT COST 20,851 19,917
550021109 LULULEMON ATHLETICA AT COST 20,129 15,679
59156R108 METLIFE INC AT COST 20,169 19,651
60937P106 MONGODB INC AT COST 30,983 21,419
681919106 OMNICOM GROUP INC CO AT COST 38,919 35,276
718172109 PHILIP MORRIS INTERN AT COST 18,313 21,663
718546104 PHILLIPS 66 AT COST 26,723 19,368
722304102 PINDUODUO INC-ADR AT COST 18,842 15,130
776696106 ROPER TECHNOLOGIES I AT COST 43,901 42,628
822905AB1 SHELL FINANCE US INC AT COST 21,046 18,026
88579Y101 3M CO AT COST 17,824 22,074
902973304 US BANCORP DEL AT COST 22,269 22,002
91282CGB1 US TREASURY N/B AT COST 15,118 14,654
91282CJF9 U S TREASURY NOTE AT COST 56,212 55,989
91282CJX0 U S TREASURY NOTES AT COST 29,260 29,270
91282CJZ5 U S TREASURY NOTE AT COST 14,557 14,360
91282CKR1 U S TREASURY BOND AT COST 20,104 20,100
91282CLD1 U S TREASURY NOTE AT COST 30,601 29,402
91282CLF6 U S TREASURY NOTE AT COST 9,715 9,455
98978V103 ZOETIS INC AT COST 28,187 25,417
G0403H108 AON PLC/IRELAND A AT COST 18,005 21,550
G51502105 JOHNSON CTLS INTL PL AT COST 37,265 44,990
G5960L103 MEDTRONIC PLC AT COST 63,111 59,111
H01301128 ALCON INC AT COST 26,766 24,618
V7780T103 ROYAL CARIBBEAN CRUI AT COST 18,651 20,762

TY 2024 OtherDecreasesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Amount
CY PURCHASE OF ACCRUED INTEREST 775
MUTUAL FUND TIMING ADJ 1,864
PY RETURN OF CAPITAL ADJUSTMENT 262
ROC ON CY SALES 240
COST BASIS ADJUSTMENT 305


TY 2024 OtherExpensesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 58 58   0


TY 2024 OtherIncreasesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,293


TY 2024 TaxesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,621 1,621   0
FEDERAL TAX PAYMENT - PRIOR YE 3,124 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,576 0   0