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
WIRT C MAE S BELCHER FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

22-6984159
B Telephone number (see instructions)

(212) 852-3049
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$392,763
J 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... 7,867 4,631  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,560
b Gross sales price for all assets on line 6a 349,113
7 Capital gain net income (from Part IV, line 2)... 66,560
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)....... 38    
12 Total. Add lines 1 through 11........ 74,465 71,191  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,954 3,182   4,773
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)... 98 98   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)....... 122 22   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,174 3,302 0 4,873
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 108,174 3,302 0 104,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,709
b Net investment income (if negative, enter -0-) 67,889
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............. 113 24 -98,155
2 Savings and temporary cash investments......... 5,025 3,510 3,510
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) 114,444    
b Investments—corporate stock (attach schedule)....... 206,051 Click to see attachment
List of Attached Documents:
// Content
230,298
366,314
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
124,887
121,094
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)..........     0
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) 325,633 358,719 392,763
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........ 325,633 358,719
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)..... 325,633 358,719
30 Total liabilities and net assets/fund balances (see instructions). 325,633 358,719
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
325,633
2
Enter amount from Part I, line 27a .....................
2
-33,709
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
98,920
4
Add lines 1, 2, and 3 ..........................
4
390,844
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
32,125
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
358,719
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 10000. NORTH TEX TWY AUTH REV   2023-09-15 2024-01-02
b 6. VISA INC   2020-03-16 2024-01-02
c 2. VISA INC   2020-03-19 2024-01-02
d 6. CATERPILLAR INC   2022-01-24 2024-01-16
e 1. CATERPILLAR INC   2022-03-02 2024-02-02
5. CATERPILLAR INC   2022-01-28 2024-02-02
1. CATERPILLAR INC   2022-03-02 2024-02-07
6. APPLIED MATERIALS INC   2020-09-18 2024-02-08
4. CATERPILLAR INC   2022-03-02 2024-02-08
13. MARVELL TECH INC   2023-12-13 2024-02-08
2. MICRON TECHNOLOGY   2023-11-22 2024-02-08
6. MICRON TECHNOLOGY   2023-11-27 2024-02-08
3. FACEBOOK INC   2020-03-03 2024-02-16
17. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-20
8. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-20
2. ALLEGION PLC SHS   2023-06-07 2024-02-20
1. ALLEGION PLC SHS   2023-06-06 2024-02-20
2. ALLEGION PLC SHS   2023-06-06 2024-02-21
7. ALLEGION PLC SHS   2023-06-07 2024-02-21
1. ALLEGION PLC SHS   2023-06-08 2024-02-21
1. ALLEGION PLC SHS   2023-07-11 2024-02-21
12. MONDELEZ INTERNATIONAL INC   2022-03-31 2024-02-28
30. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-28
7. ALLEGION PLC SHS   2023-08-16 2024-02-28
4. ALLEGION PLC SHS   2023-06-06 2024-02-28
5. ALLEGION PLC SHS   2023-08-17 2024-02-29
1. LABORATORY CORP AMER HLDGS   2019-01-17 2024-03-01
6. LABORATORY CORP AMER HLDGS   2020-03-19 2024-03-01
7. LABORATORY CORP AMER HLDGS   2020-03-20 2024-03-04
2. LABORATORY CORP AMER HLDGS   2020-03-20 2024-03-05
8. APPLIED MATERIALS INC   2020-09-18 2024-03-12
57. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-22
33. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-25
5. VERIZON COMMUNICATIONS INC   2023-10-31 2024-03-25
2. DOLLAR GENERAL CORP   2021-03-29 2024-04-09
5. DOLLAR GENERAL CORP   2021-04-16 2024-04-09
3. PROGRESSIVE CORP/THE   2021-12-03 2024-04-09
5. PROGRESSIVE CORP/THE   2021-11-11 2024-04-09
1. PROGRESSIVE CORP/THE   2021-11-10 2024-04-09
1. UNITEDHEALTH GROUP INC   2019-05-02 2024-04-09
2. UNITEDHEALTH GROUP INC   2019-04-30 2024-04-09
3. PROGRESSIVE CORP/THE   2021-11-30 2024-04-24
14. UNILEVER PLC AMER SHS ADR NEW   2020-01-27 2024-04-24
11. PROGRESSIVE CORP/THE   2021-11-30 2024-04-25
1. PROGRESSIVE CORP/THE   2021-12-03 2024-04-25
8. UNILEVER PLC AMER SHS ADR NEW   2020-04-14 2024-04-25
12. UNILEVER PLC AMER SHS ADR NEW   2020-04-13 2024-04-25
22. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-04-25
5. UNILEVER PLC AMER SHS ADR NEW   2020-01-31 2024-04-25
7. UNILEVER PLC AMER SHS ADR NEW   2020-01-27 2024-04-25
3. AXALTA COATING SYSTEMS   2020-11-04 2024-05-01
15. AXALTA COATING SYSTEMS   2020-06-30 2024-05-01
1. AXALTA COATING SYSTEMS   2020-07-02 2024-05-01
11. AXALTA COATING SYSTEMS   2020-08-21 2024-05-01
23. AXALTA COATING SYSTEMS   2020-08-24 2024-05-01
13. AXALTA COATING SYSTEMS   2020-08-25 2024-05-01
9. AXALTA COATING SYSTEMS   2020-11-03 2024-05-01
16. AXALTA COATING SYSTEMS   2020-07-01 2024-05-10
5. AXALTA COATING SYSTEMS   2020-07-01 2024-05-13
6. AXALTA COATING SYSTEMS   2020-07-02 2024-05-13
12. AXALTA COATING SYSTEMS   2023-05-10 2024-05-13
15. AXALTA COATING SYSTEMS   2023-05-10 2024-05-14
2. AMERICAN EXPRESS CO   2023-12-19 2024-05-22
3. AMERICAN EXPRESS CO   2024-01-02 2024-05-22
7. DOLLAR GENERAL CORP   2021-03-29 2024-05-22
7. MONSTER BEVERAGE SHS   2022-06-09 2024-05-22
8. MONSTER BEVERAGE SHS   2022-06-10 2024-05-22
4. MONSTER BEVERAGE SHS   2022-08-23 2024-05-22
2. AMERICAN EXPRESS CO   2024-01-02 2024-05-23
2. AMERICAN EXPRESS CO   2023-12-19 2024-05-23
5. DOLLAR GENERAL CORP   2021-03-29 2024-05-23
2. MONSTER BEVERAGE SHS   2022-08-23 2024-05-23
4. MONSTER BEVERAGE SHS   2022-06-09 2024-05-23
6. MONSTER BEVERAGE SHS   2022-06-10 2024-05-23
5. AMERICAN EXPRESS CO   2023-12-19 2024-05-30
5. DOLLAR GENERAL CORP   2023-06-06 2024-05-30
1. DOLLAR GENERAL CORP   2021-03-29 2024-05-30
6. DOLLAR GENERAL CORP   2023-08-16 2024-05-30
25. MONSTER BEVERAGE SHS   2022-04-12 2024-05-30
11. MEDTRONIC PLC SHS   2023-06-21 2024-05-30
12. MEDTRONIC PLC SHS   2023-06-20 2024-05-30
2. AMERICAN EXPRESS CO   2023-12-20 2024-05-31
3. MONSTER BEVERAGE SHS   2022-04-12 2024-05-31
1. MONSTER BEVERAGE SHS   2022-05-03 2024-05-31
4. MONSTER BEVERAGE SHS   2022-05-04 2024-05-31
1. MEDTRONIC PLC SHS   2023-06-20 2024-05-31
1. MEDTRONIC PLC SHS   2023-06-21 2024-05-31
16. MEDTRONIC PLC SHS   2023-06-21 2024-06-07
1. MEDTRONIC PLC SHS   2023-07-11 2024-06-07
12. MEDTRONIC PLC SHS   2023-08-16 2024-06-14
9. MEDTRONIC PLC SHS   2023-07-11 2024-06-14
7. CONOCOPHILLIPS   2023-05-10 2024-06-26
4. CONOCOPHILLIPS   2021-09-15 2024-06-26
6. FORTREA HOLDINGS INC REG   2020-03-20 2024-06-26
6. FORTREA HOLDINGS INC REG   2020-03-19 2024-06-26
2. FORTREA HOLDINGS INC REG   2019-01-17 2024-06-26
10. VOYA FINL INC SHS   2023-02-01 2024-06-26
2. VOYA FINL INC SHS   2023-01-31 2024-06-26
8. FORTREA HOLDINGS INC REG   2023-12-11 2024-06-27
3. FORTREA HOLDINGS INC REG   2020-03-20 2024-06-27
11. FORTREA HOLDINGS INC REG   2023-12-08 2024-06-27
1. VOYA FINL INC SHS   2023-01-31 2024-06-27
7. VOYA FINL INC SHS   2023-02-01 2024-06-27
6. FORTREA HOLDINGS INC REG   2024-05-01 2024-06-28
3. FORTREA HOLDINGS INC REG   2024-05-02 2024-06-28
6. FORTREA HOLDINGS INC REG   2023-12-12 2024-06-28
7. FORTREA HOLDINGS INC REG   2023-12-11 2024-06-28
7. ADVANCED MICRO DEVICES INC   2023-06-09 2024-07-10
1. VOYA FINL INC SHS   2022-09-27 2024-07-10
8. VOYA FINL INC SHS   2022-09-26 2024-07-10
5. VOYA FINL INC SHS   2022-09-27 2024-07-11
7. VOYA FINL INC SHS   2023-01-31 2024-07-11
4. VOYA FINL INC SHS   2023-01-31 2024-07-12
1. VEEVA SYS INC CL A   2021-04-26 2024-07-18
2. VEEVA SYS INC CL A   2021-04-27 2024-07-18
6. VEEVA SYS INC CL A   2022-12-16 2024-07-18
5. VEEVA SYS INC CL A   2023-05-02 2024-07-22
3. VEEVA SYS INC CL A   2022-12-16 2024-07-22
3. LPL FINANCIAL HOLDINGS INC   2023-06-27 2024-07-23
9. LPL FINANCIAL HOLDINGS INC   2023-06-22 2024-07-23
5. LPL FINANCIAL HOLDINGS INC   2023-06-28 2024-07-23
8. MICRON TECHNOLOGY   2023-11-24 2024-08-15
1. MICRON TECHNOLOGY   2023-11-03 2024-08-15
7. ROSS STORES INC   2020-08-14 2024-08-15
2. ROSS STORES INC   2021-10-13 2024-08-15
6. ROSS STORES INC   2021-10-14 2024-08-15
8. TENET HEALTHCARE CORP   2023-03-16 2024-08-15
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-18 2024-08-15
3. ZEBRA TECHNOLOGIES CORP CL A   2023-08-22 2024-08-15
13. ALPHABET INC SHS CL C   2018-11-30 2024-08-29
21. LAS VEGAS SANDS CORP   2021-04-21 2024-08-29
2. LAS VEGAS SANDS CORP   2023-02-06 2024-08-29
7. ROSS STORES INC   2020-06-29 2024-08-29
6. ROSS STORES INC   2020-08-14 2024-08-29
2. ROSS STORES INC   2022-06-21 2024-08-29
27. LAS VEGAS SANDS CORP   2021-07-23 2024-09-06
14. LAS VEGAS SANDS CORP   2023-02-06 2024-09-06
14. ROSS STORES INC   2022-06-21 2024-09-06
6. ALPHABET INC SHS CL C   2015-06-15 2024-09-20
3. ALPHABET INC SHS CL A   2012-12-17 2024-09-20
8. AMAZON COM INC   2020-03-16 2024-09-20
5. APPLE INC   2016-07-13 2024-09-20
7. BP P L C SPONS ADR   2022-08-04 2024-09-20
1. BERKSHIRE HATHAWAYINC   2020-05-20 2024-09-20
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2024-09-20
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-12 2024-09-20
5. DOWDUPONT INC   2019-06-21 2024-09-20
2. DOWDUPONT INC   2019-07-16 2024-09-20
2. FACEBOOK INC   2020-03-03 2024-09-20
5. FORTIVE CORP   2019-08-02 2024-09-20
5. MICROSOFT CORP COM   2016-01-20 2024-09-20
3. MICRON TECHNOLOGY   2023-10-31 2024-09-20
2. OTIS WORLDWIDE CORP REG   2020-04-17 2024-09-20
1. REINSURANCE GROUP OF AMERICA INC   2022-04-14 2024-09-20
2. REINSURANCE GROUP OF AMERICA INC   2022-04-18 2024-09-20
3. ROYAL DUTCH SHELL PLC   2023-07-11 2024-09-20
5. SANOFI-SYNTHELABO   2020-03-10 2024-09-20
2. SKECHERS U S A INC   2023-04-26 2024-09-20
2. SONY CORP ADR AMERN SH NEW   2023-03-22 2024-09-20
5. TENET HEALTHCARE CORP   2023-01-31 2024-09-20
4. UNITEDHEALTH GROUP INC   2014-10-27 2024-09-20
10000. CONNECTICUT ST   2017-03-29 2024-09-30
10000. MARYLAND ST LOC FACS LN   2021-08-11 2024-09-30
25000. MASSACHUSETTS ST GO CONS   2018-07-12 2024-09-30
10000. MINNEAPOLIS-ST PAUL MN   2023-09-20 2024-09-30
10000. NEW JERSEY ST EDL FACS   2023-09-20 2024-09-30
5000. NEW YORK ST TWY AUTH GEN   2024-01-31 2024-09-30
10000. PHILADELPHIA PA WTR &   2023-09-20 2024-09-30
10000. TOPEKA KANS UTIL REV   2021-08-11 2024-09-30
10000. TRIBOROUGH BRDG & TUNL   2023-01-06 2024-09-30
2. ALPHABET INC SHS CL C   2015-06-15 2024-10-08
9. ALPHABET INC SHS CL C   2017-03-08 2024-10-08
10. NOVO NORDISK A/S ADR   2019-01-03 2024-10-08
1. NOVO NORDISK A/S ADR   2019-01-08 2024-10-08
9. ALPHABET INC SHS CL C   2017-03-08 2024-10-10
1. DOLLAR TREE INC   2019-12-03 2024-10-17
10. DOLLAR TREE INC   2019-08-12 2024-10-17
18. MARVELL TECH INC   2023-05-02 2024-10-17
11. APPLIED MATERIALS INC   2020-09-10 2024-10-23
4. FORTIVE CORP   2019-08-05 2024-10-23
10. FORTIVE CORP   2019-09-18 2024-10-23
6. FORTIVE CORP   2019-08-02 2024-10-23
11. APPLIED MATERIALS INC   2020-09-10 2024-10-28
3. APPLIED MATERIALS INC   2020-09-18 2024-10-28
1. FORTIVE CORP   2019-12-17 2024-10-28
7. FORTIVE CORP   2019-09-18 2024-10-28
11. FORTIVE CORP   2019-12-17 2024-10-29
3. ICON PLC   2024-09-20 2024-11-18
1. ICON PLC   2024-06-27 2024-11-18
5. ICON PLC   2024-06-07 2024-11-18
6. ICON PLC   2024-06-14 2024-11-18
1. ICON PLC   2024-06-26 2024-11-18
17. AVANTOR INC   2021-09-29 2024-11-27
16. BP P L C SPONS ADR   2022-08-04 2024-11-27
3. BERKSHIRE HATHAWAYINC   2020-05-20 2024-11-27
1. BERKSHIRE HATHAWAYINC   2020-06-16 2024-11-27
5. COMCAST CORP   2012-10-04 2024-11-27
11. COMCAST CORP   2015-05-07 2024-11-27
18. COMCAST CORP   2012-10-05 2024-11-27
3. DOWDUPONT INC   2019-07-16 2024-11-27
11. DOWDUPONT INC   2019-07-17 2024-11-27
1. DIAGEO PLC SPON ADR NEW   2024-02-21 2024-11-27
2. DIAGEO PLC SPON ADR NEW   2024-02-20 2024-11-27
10. DOLLAR TREE INC   2019-08-12 2024-11-27
2. DOLLAR TREE INC   2019-12-03 2024-11-27
1. FORTIVE CORP   2019-12-18 2024-11-27
5. FORTIVE CORP   2020-02-20 2024-11-27
1. FORTIVE CORP   2021-08-04 2024-11-27
12. APTIV PLC SHS   2022-07-12 2024-11-27
17. AVANTOR INC   2021-10-29 2024-11-29
6. AVANTOR INC   2021-09-29 2024-11-29
21. BP P L C SPONS ADR   2022-08-08 2024-11-29
25. BP P L C SPONS ADR   2022-08-04 2024-11-29
12. COMCAST CORP   2015-05-07 2024-11-29
5. DOWDUPONT INC   2019-07-17 2024-11-29
12. DOWDUPONT INC   2019-10-14 2024-11-29
1. DIAGEO PLC SPON ADR NEW   2024-02-28 2024-11-29
9. DIAGEO PLC SPON ADR NEW   2024-02-21 2024-11-29
13. DOLLAR TREE INC   2019-12-03 2024-11-29
1. DOLLAR TREE INC   2019-12-03 2024-11-29
2. DOLLAR TREE INC   2024-04-09 2024-11-29
4. DOLLAR TREE INC   2020-02-20 2024-11-29
9. FORTIVE CORP   2022-06-09 2024-11-29
2. FORTIVE CORP   2021-08-04 2024-11-29
10. APTIV PLC SHS   2022-07-26 2024-11-29
3. APTIV PLC SHS   2023-06-02 2024-11-29
12. APTIV PLC SHS   2022-10-12 2024-11-29
2. APTIV PLC SHS   2022-07-12 2024-11-29
3. AVANTOR INC   2021-10-29 2024-12-02
3. AVANTOR INC   2022-07-27 2024-12-02
30. AVANTOR INC   2022-05-18 2024-12-02
4. AVANTOR INC   2021-11-03 2024-12-02
3. AVANTOR INC   2021-11-02 2024-12-02
7. AVANTOR INC   2021-11-01 2024-12-02
3. FORTIVE CORP   2022-08-25 2024-12-02
6. FORTIVE CORP   2022-06-10 2024-12-02
1. FORTIVE CORP   2022-06-09 2024-12-02
9. APTIV PLC SHS   2023-06-02 2024-12-02
14. AVANTOR INC   2022-07-27 2024-12-18
1. BP P L C SPONS ADR   2022-09-08 2024-12-18
12. BP P L C SPONS ADR   2022-09-07 2024-12-18
16. BP P L C SPONS ADR   2022-08-08 2024-12-18
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-12 2024-12-18
27. COMCAST CORP   2015-05-07 2024-12-18
21. COMCAST CORP   2015-06-15 2024-12-18
8. CROWN CASTLE INTERNATIONAL CORP   2024-04-24 2024-12-18
5. CROWN CASTLE INTERNATIONAL CORP   2024-04-25 2024-12-18
3. DIAGEO PLC SPON ADR NEW   2024-02-28 2024-12-18
5. DOLLAR TREE INC   2024-05-22 2024-12-18
3. DOLLAR TREE INC   2024-04-09 2024-12-18
9. ELECTRONIC ARTS   2024-02-21 2024-12-18
2. ELECTRONIC ARTS   2024-02-20 2024-12-18
9. MARVELL TECH INC   2023-05-02 2024-12-18
8. MICRON TECHNOLOGY   2023-10-31 2024-12-18
1. NOVO NORDISK A/S ADR   2019-01-10 2024-12-18
9. NOVO NORDISK A/S ADR   2019-01-08 2024-12-18
25. AVANTOR INC   2022-07-27 2024-12-19
11. AVANTOR INC   2022-11-22 2024-12-19
22. BP P L C SPONS ADR   2022-09-08 2024-12-19
9. BP P L C SPONS ADR   2023-04-25 2024-12-19
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-12 2024-12-19
7. CROWN CASTLE INTERNATIONAL CORP   2024-04-25 2024-12-19
7. DIAGEO PLC SPON ADR NEW   2024-02-29 2024-12-19
3. DIAGEO PLC SPON ADR NEW   2024-02-28 2024-12-19
2. DOLLAR TREE INC   2024-05-22 2024-12-19
4. DOLLAR TREE INC   2024-05-23 2024-12-19
8. DOLLAR TREE INC   2024-05-30 2024-12-19
6. DOLLAR TREE INC   2024-05-31 2024-12-19
5. DOLLAR TREE INC   2024-09-20 2024-12-19
1. ELECTRONIC ARTS   2024-02-21 2024-12-19
16. NOVO NORDISK A/S ADR   2019-01-10 2024-12-19
33. AVANTOR INC   2022-11-22 2024-12-20
11. ADVANCED MICRO DEVICES INC   2023-06-09 2024-12-31
3. AIR PRODUCTS & CHEMICALS INC   2024-05-23 2024-12-31
5. AIR PRODUCTS & CHEMICALS INC   2024-05-22 2024-12-31
14. ALPHABET INC SHS CL A   2012-12-17 2024-12-31
24. AMAZON COM INC   2020-03-16 2024-12-31
3. ANTHEM INC   2020-05-13 2024-12-31
14. APPLE INC   2016-07-13 2024-12-31
4. BERKSHIRE HATHAWAYINC   2020-06-16 2024-12-31
8. BROADCOM INC   2024-10-17 2024-12-31
8. CARDINAL HEALTH INC COM   2024-04-25 2024-12-31
7. CARDINAL HEALTH INC COM   2024-04-24 2024-12-31
9. CIENA CORP   2022-09-26 2024-12-31
10. CIENA CORP   2022-09-13 2024-12-31
13. CIENA CORP   2022-09-23 2024-12-31
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-11-07 2024-12-31
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-12 2024-12-31
3. COMCAST CORP   2022-05-25 2024-12-31
19. COMCAST CORP   2015-06-15 2024-12-31
9. CONOCOPHILLIPS   2020-03-26 2024-12-31
17. DOWDUPONT INC   2019-10-14 2024-12-31
9. CROWN CASTLE INTERNATIONAL CORP   2024-04-25 2024-12-31
10. DISCOVER FINANCIAL SERVICES   2024-07-23 2024-12-31
56. DUN AND BRADSTREET HLDGS   2022-12-09 2024-12-31
8. ELECTRONIC ARTS   2024-02-28 2024-12-31
1. FACEBOOK INC   2022-11-22 2024-12-31
4. FACEBOOK INC   2020-04-13 2024-12-31
1. FACEBOOK INC   2020-03-03 2024-12-31
9. FIDELITY NATIONAL FINANCIAL INC   2023-01-10 2024-12-31
6. FIDELITY NATIONAL FINANCIAL INC   2023-01-09 2024-12-31
6. FORTIVE CORP   2022-08-25 2024-12-31
4. HESS CORP   2024-11-27 2024-12-31
1. HESS CORP   2024-11-27 2024-12-31
1. HESS CORP   2024-11-27 2024-12-31
8. HONEYWELL INTERNATIONAL INC   2024-10-08 2024-12-31
4. HOWMET AEROSPACE INC   2024-12-18 2024-12-31
2. HUMANA INC   2022-05-12 2024-12-31
3. HUMANA INC   2022-01-28 2024-12-31
1. INTERCONTINENTAL EXCHANGE INC   2021-01-26 2024-12-31
7. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2024-12-31
6. INTERCONTINENTAL EXCHANGE INC   2020-12-08 2024-12-31
2. INTUIT INC   2024-12-18 2024-12-31
9. J P MORGAN CHASE & CO   2012-12-17 2024-12-31
2. ELI LILLY & CO   2024-12-18 2024-12-31
22. MARVELL TECH INC   2023-05-02 2024-12-31
14. MICROSOFT CORP COM   2016-01-20 2024-12-31
9. MICRON TECHNOLOGY   2023-10-31 2024-12-31
3. NOVO NORDISK A/S ADR   2019-01-10 2024-12-31
4. NOVO NORDISK A/S ADR   2019-01-11 2024-12-31
20. NVIDIA CORP   2024-02-08 2024-12-31
9. OTIS WORLDWIDE CORP REG   2020-04-17 2024-12-31
9. RAYTHEON TECHNOLOGIES   2024-01-16 2024-12-31
5. REDDIT INC REG SHS-A-   2024-11-27 2024-12-31
2. REINSURANCE GROUP OF AMERICA INC   2022-05-10 2024-12-31
3. REINSURANCE GROUP OF AMERICA INC   2022-04-18 2024-12-31
14. ROYAL DUTCH SHELL PLC   2023-07-11 2024-12-31
1. S&P GLOBAL INC   2024-11-27 2024-12-31
3. SS&C TECHNOLOGIES HOLDINGS INC   2024-11-19 2024-12-31
11. SS&C TECHNOLOGIES HOLDINGS INC   2024-11-18 2024-12-31
5. SANOFI-SYNTHELABO   2020-03-10 2024-12-31
18. SANOFI-SYNTHELABO   2020-03-11 2024-12-31
6. SANOFI-SYNTHELABO   2020-03-12 2024-12-31
1. SKECHERS U S A INC   2023-04-26 2024-12-31
12. SKECHERS U S A INC   2023-04-27 2024-12-31
94. SONY CORP ADR AMERN SH NEW   2023-03-22 2024-12-31
3. TKO GROUP HOLDINGS INC   2021-08-06 2024-12-31
6. TKO GROUP HOLDINGS INC   2021-08-05 2024-12-31
1. TKO GROUP HOLDINGS INC   2021-08-04 2024-12-31
6. TENET HEALTHCARE CORP   2023-02-01 2024-12-31
3. TENET HEALTHCARE CORP   2023-01-31 2024-12-31
1. THERMO FISHER SCIENTIFIC INC   2023-12-11 2024-12-31
1. THERMO FISHER SCIENTIFIC INC   2023-12-08 2024-12-31
11. UBER TECHNOLOGIES INC   2024-08-29 2024-12-31
1. UNITEDHEALTH GROUP INC   2015-05-07 2024-12-31
2. VISA INC   2024-12-18 2024-12-31
3. WABTEC CORP   2024-02-07 2024-12-31
4. WABTEC CORP   2024-02-08 2024-12-31
1. ZEBRA TECHNOLOGIES CORP CL A   2023-09-26 2024-12-31
3. ZEBRA TECHNOLOGIES CORP CL A   2023-08-21 2024-12-31
6. JOHNSON CTLS INTL PLC   2024-12-18 2024-12-31
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    
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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    
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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 10,000   10,000  
b 1,552   951 601
c 517   313 204
d 1,720   1,252 468
e 316   193 123
1,580   994 586
325   193 132
1,045   335 710
1,293   771 522
936   722 214
170   154 16
511   466 45
1,413   566 847
1,243   1,109 134
585   513 72
264   226 38
132   110 22
261   220 41
913   790 123
130   113 17
130   121 9
879   754 125
2,196   1,923 273
902   757 145
515   440 75
643   534 109
217   116 101
1,303   593 710
1,532   699 833
437   200 237
1,631   446 1,185
2,300   1,810 490
1,345   1,048 297
204   175 29
308   406 -98
769   1,085 -316
615   284 331
1,025   478 547
205   96 109
456   231 225
912   466 446
636   280 356
674   793 -119
2,312   1,028 1,284
210   95 115
407   410 -3
610   597 13
1,119   1,163 -44
254   291 -37
356   396 -40
103   78 25
513   336 177
34   22 12
376   262 114
787   556 231
445   312 133
308   232 76
577   354 223
180   111 69
217   134 83
433   366 67
546   457 89
480   370 110
720   564 156
990   1,420 -430
372   315 57
425   350 75
212   180 32
476   376 100
476   370 106
707   1,014 -307
106   90 16
212   180 32
318   262 56
1,184   926 258
635   791 -156
127   203 -76
762   994 -232
1,280   1,033 247
887   971 -84
967   1,068 -101
473   370 103
153   124 29
51   42 9
204   167 37
81   89 -8
81   88 -7
1,339   1,413 -74
84   87 -3
970   986 -16
728   782 -54
791   705 86
452   237 215
136   101 35
136   100 36
45   39 6
720   699 21
144   139 5
181   250 -69
68   50 18
249   339 -90
71   70 1
498   489 9
141   223 -82
70   110 -40
141   191 -50
164   219 -55
1,290   877 413
71   59 12
566   477 89
361   295 66
505   487 18
289   278 11
181   283 -102
363   565 -202
1,088   1,008 80
925   885 40
555   504 51
665   640 25
1,995   1,887 108
1,108   1,062 46
834   615 219
104   72 32
1,023   659 364
292   213 79
877   647 230
1,232   454 778
343   272 71
1,028   808 220
2,114   705 1,409
813   1,255 -442
77   116 -39
1,063   595 468
911   565 346
304   151 153
1,076   1,245 -169
558   811 -253
2,112   1,054 1,058
983   158 825
488   54 434
1,517   689 828
1,156   121 1,035
229   207 22
455   176 279
151   118 33
301   227 74
287   138 149
115   56 59
1,126   377 749
381   313 68
2,180   251 1,929
269   200 69
191   94 97
218   113 105
437   229 208
207   182 25
289   230 59
127   100 27
186   177 9
822   274 548
2,305   368 1,937
10,592   10,485 107
10,523   11,738 -1,215
26,510   26,569 -59
10,938   10,709 229
10,392   10,298 94
5,942   5,926 16
10,924   10,661 263
10,492   11,226 -734
11,566   11,383 183
330   53 277
1,487   376 1,111
1,174   236 938
117   24 93
1,472   376 1,096
68   89 -21
675   908 -233
1,449   711 738
2,008   613 1,395
302   242 60
754   592 162
453   375 78
2,035   613 1,422
555   167 388
75   65 10
526   414 112
822   719 103
558   900 -342
186   314 -128
930   1,597 -667
1,116   1,870 -754
186   314 -128
358   697 -339
466   473 -7
1,451   528 923
484   182 302
213   91 122
469   319 150
767   331 436
188   84 104
688   301 387
119   151 -32
238   301 -63
715   946 -231
143   177 -34
79   65 14
397   327 70
79   74 5
666   1,081 -415
359   692 -333
127   246 -119
614   634 -20
731   739 -8
513   348 165
310   137 173
743   317 426
119   153 -34
1,069   1,357 -288
932   1,154 -222
72   93 -21
143   255 -112
287   370 -83
715   559 156
159   148 11
552   963 -411
166   281 -115
663   984 -321
110   180 -70
63   122 -59
63   95 -32
632   908 -276
84   157 -73
63   120 -57
148   281 -133
236   200 36
472   355 117
79   62 17
502   842 -340
298   443 -145
29   31 -2
345   366 -21
460   483 -23
632   455 177
1,033   783 250
804   614 190
746   747 -1
466   460 6
378   458 -80
348   569 -221
209   383 -174
1,353   1,267 86
301   282 19
993   355 638
875   534 341
106   24 82
956   218 738
525   790 -265
231   230 1
629   672 -43
257   355 -98
238   171 67
646   645 1
884   1,056 -172
379   458 -79
139   228 -89
278   454 -176
555   916 -361
416   695 -279
347   357 -10
150   141 9
1,655   387 1,268
702   689 13
1,324   1,378 -54
867   791 76
1,445   1,320 125
2,654   251 2,403
5,279   2,066 3,213
1,107   798 309
3,496   340 3,156
1,807   727 1,080
1,860   1,466 394
945   832 113
827   724 103
763   361 402
848   429 419
1,102   525 577
459   321 138
688   512 176
112   131 -19
711   555 156
890   288 602
963   449 514
809   829 -20
1,729   1,400 329
692   730 -38
1,170   1,120 50
586   110 476
2,345   688 1,657
586   189 397
503   359 144
335   237 98
449   400 49
531   588 -57
133   147 -14
133   147 -14
1,806   1,648 158
436   440 -4
503   852 -349
755   1,148 -393
149   113 36
1,040   766 274
891   660 231
1,254   1,332 -78
2,153   390 1,763
1,534   1,545 -11
2,416   869 1,547
5,906   703 5,203
758   600 158
257   73 184
343   97 246
2,678   1,403 1,275
830   423 407
1,036   769 267
820   698 122
427   231 196
641   344 297
876   851 25
496   522 -26
227   219 8
832   809 23
241   230 11
869   818 51
290   249 41
67   50 17
807   595 212
1,987   1,666 321
428   151 277
856   299 557
143   49 94
751   339 412
376   164 212
518   495 23
518   489 29
664   797 -133
505   115 390
631   635 -4
569   411 158
758   546 212
382   224 158
1,147   804 343
473   483 -10
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
      342
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        
b       601
c       204
d       468
e       123
      586
      132
      710
      522
      214
      16
      45
      847
      134
      72
      38
      22
      41
      123
      17
      9
      125
      273
      145
      75
      109
      101
      710
      833
      237
      1,185
      490
      297
      29
      -98
      -316
      331
      547
      109
      225
      446
      356
      -119
      1,284
      115
      -3
      13
      -44
      -37
      -40
      25
      177
      12
      114
      231
      133
      76
      223
      69
      83
      67
      89
      110
      156
      -430
      57
      75
      32
      100
      106
      -307
      16
      32
      56
      258
      -156
      -76
      -232
      247
      -84
      -101
      103
      29
      9
      37
      -8
      -7
      -74
      -3
      -16
      -54
      86
      215
      35
      36
      6
      21
      5
      -69
      18
      -90
      1
      9
      -82
      -40
      -50
      -55
      413
      12
      89
      66
      18
      11
      -102
      -202
      80
      40
      51
      25
      108
      46
      219
      32
      364
      79
      230
      778
      71
      220
      1,409
      -442
      -39
      468
      346
      153
      -169
      -253
      1,058
      825
      434
      828
      1,035
      22
      279
      33
      74
      149
      59
      749
      68
      1,929
      69
      97
      105
      208
      25
      59
      27
      9
      548
      1,937
      107
      -1,215
      -59
      229
      94
      16
      263
      -734
      183
      277
      1,111
      938
      93
      1,096
      -21
      -233
      738
      1,395
      60
      162
      78
      1,422
      388
      10
      112
      103
      -342
      -128
      -667
      -754
      -128
      -339
      -7
      923
      302
      122
      150
      436
      104
      387
      -32
      -63
      -231
      -34
      14
      70
      5
      -415
      -333
      -119
      -20
      -8
      165
      173
      426
      -34
      -288
      -222
      -21
      -112
      -83
      156
      11
      -411
      -115
      -321
      -70
      -59
      -32
      -276
      -73
      -57
      -133
      36
      117
      17
      -340
      -145
      -2
      -21
      -23
      177
      250
      190
      -1
      6
      -80
      -221
      -174
      86
      19
      638
      341
      82
      738
      -265
      1
      -43
      -98
      67
      1
      -172
      -79
      -89
      -176
      -361
      -279
      -10
      9
      1,268
      13
      -54
      76
      125
      2,403
      3,213
      309
      3,156
      1,080
      394
      113
      103
      402
      419
      577
      138
      176
      -19
      156
      602
      514
      -20
      329
      -38
      50
      476
      1,657
      397
      144
      98
      49
      -57
      -14
      -14
      158
      -4
      -349
      -393
      36
      274
      231
      -78
      1,763
      -11
      1,547
      5,203
      158
      184
      246
      1,275
      407
      267
      122
      196
      297
      25
      -26
      8
      23
      11
      51
      41
      17
      212
      321
      277
      557
      94
      412
      212
      23
      29
      -133
      390
      -4
      158
      212
      158
      343
      -10
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 66,560
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) 1 944
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........................... 3 944
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- ..... 5 944
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 372
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.............. 7 372
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 9 572
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 arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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
BANK OF AMERICA N A TRUSTEE
2
7,954    
PO BOX 1532
PENNINGTON,NJ08534
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
458,242
b
Average of monthly cash balances.......................
1b
14,008
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
472,250
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
472,250
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,084
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
465,166
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
23,258
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
23,258
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
944
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
944
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,314
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,314
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
22,314
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
104,873
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
104,873
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 22,314
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...... 73,845
b From 2020...... 76,151
c From 2021...... 74,122
d From 2022...... 78,155
e From 2023...... 80,856
f Total of lines 3a through e ........ 383,129
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 104,873
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..... 22,314
e Remaining amount distributed out of corpus 82,559
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 5 465,688
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) ...
73,845
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
391,843
10 Analysis of line 9:
a Excess from 2020.... 76,151
b Excess from 2021.... 74,122
c Excess from 2022.... 78,155
d Excess from 2023.... 80,856
e Excess from 2024.... 82,559
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

WEST VIRGINIA UNIV FOUNDATION INC

PO BOX 1650
MORGANTOWN,WV265071650
NONE PC GENERAL OPERATING 100,000
Total .................................right arrow 3a 100,000
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 7,867  
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 66,560  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 38  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   74,465  
13Total. Add line 12, columns (b), (d), and (e)..................
13
74,465
(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 InvestmentsCorpBondsSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Name of Bond End of Year Book Value End of Year Fair Market Value
00206RGQ9 AT&T INC 3,006 2,905
00287YCX5 ABBVIE INC 2,990 2,995
031162DE7 AMGEN INC 2,809 2,673
035240AV2 ANHEUSER-BUSCH INBEV 2,921 2,813
037833DK3 APPLE INC 2,945 2,897
05565QDN5 BP CAPITAL MARKETS P 2,945 2,900
06406RBM8 BANK OF NY MELLON CO 3,260 3,107
126650CX6 CVS HEALTH CORP 2,990 2,907
14040HDA0 CAPITAL ONE FINANCIA 4,298 4,153
20030NCT6 COMCAST CORP 3,010 2,926
22160KAM7 COSTCO WHOLESALE COR 2,953 2,914
26078JAD2 DOWDUPONT INC 3,064 2,986
30231GBN1 EXXON MOBIL CORPORAT 2,775 2,673
42824CAW9 HP ENTERPRISE CO 3,004 3,000
437076CS9 HOME DEPOT INC 3,079 2,919
452308AX7 ILLINOIS TOOL WORKS 2,937 2,913
46647PCU8 JPMORGAN CHASE & CO 3,617 3,457
49456BAR2 KINDER MORGAN INC 3,453 3,348
548661DM6 LOWE'S COS INC 2,935 2,923
58013MFJ8 MCDONALD'S CORP 2,820 2,731
59156RBZ0 METLIFE INC 3,075 2,958
61746BEF9 MORGAN STANLEY 2,976 2,945
651639AZ9 NEWMONT CORP 3,566 3,398
65339KBM1 NEXTERA ENERGY CAPIT 3,744 3,628
666807CH3 NORTHROP GRUMMAN COR 3,055 2,908
693475AW5 PNC FINANCIAL SERVIC 2,924 2,839
717081ET6 PFIZER INC 2,947 2,860
718546AK0 PHILLIPS 66 2,948 2,797
78016HZW3 ROYAL BANK OF CANADA 3,132 2,962
855244AZ2 STARBUCKS CORP 3,640 3,505
87612EBE5 TARGET CORP 2,954 2,927
883556CL4 THERMO FISHER SCIENT 3,483 3,328
89114TZJ4 TORONTO-DOMINION BAN 3,486 3,316
89788MAP7 TRUIST FINANCIAL COR 3,199 3,054
91159HHN3 US BANCORP 2,924 2,900
913017DD8 UNITED TECHNOLOGIES 2,988 2,986
91324PCP5 UNITEDHEALTH GROUP I 2,997 2,988
91324PEJ7 UNITEDHEALTH GROUP I 2,989 2,827
931142EE9 WALMART INC 3,003 2,931
95000U3B7 WELLS FARGO & COMPAN 3,046 2,897

TY 2024 InvestmentsCorpStockSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC SHS 572 2,095
02079K305 ALPHABET INC SHS 2,571 13,062
46625H100 J P MORGAN CHASE & C 2,485 9,109
20030N101 COMCAST CORP 3,709 3,791
444859102 HUMANA INC 7,583 5,835
50540R409 LABORATORY CORP AMER    
670100205 NOVO NORDISK A/S ADR 702 2,495
256677105 DOLLAR GENERAL CORP    
594918104 MICROSOFT CORP COM 5,091 28,241
037833100 APPLE INC 1,603 16,528
34959J108 FORTIVE CORP 1,880 2,025
91324P102 UNITEDHEALTH GROUP I 1,155 3,035
256746108 DOLLAR TREE INC    
20825C104 CONOCOPHILLIPS 1,282 3,570
22052L104 DOWDUPONT INC 2,010 4,215
30303M102 FACEBOOK INC 5,174 15,809
92826C839 VISA INC 2,527 2,528
171779309 CIENA CORP 7,052 12,297
036752103 ANTHEM INC 2,903 3,689
904767704 UNILEVER PLC AMER SH    
023135106 AMAZON COM INC 11,100 24,352
68902V107 OTIS WORLDWIDE CORP 1,855 3,427
80105N105 SANOFI-SYNTHELABO 5,928 6,173
45866F104 INTERCONTINENTAL EXC 6,716 9,090
778296103 ROSS STORES INC    
038222105 APPLIED MATERIALS IN    
G0750C108 AXALTA COATING SYSTE    
084670702 BERKSHIRE HATHAWAYIN 3,387 8,612
05352A100 AVANTOR INC    
922475108 VEEVA SYS INC    
517834107 LAS VEGAS SANDS CORP    
609207105 MONDELEZ INTERNATION    
743315103 PROGRESSIVE CORP/THE    
149123101 CATERPILLAR INC    
26484T106 DUN AND BRADSTREET H 2,831 3,053
61174X109 MONSTER BEVERAGE SHS    
055622104 BP P L C SPONS ADR    
G6095L109 APTIV PLC SHS    
192446102 COGNIZANT TECHNOLOGY 3,982 5,152
759351604 REINSURANCE GROUP OF 2,420 4,486
929089100 VOYA FINL INC SHS    
007903107 ADVANCED MICRO DEVIC 6,009 5,798
025816109 AMERICAN EXPRESS CO    
31620R303 FIDELITY NATIONAL FI 2,734 4,267
34965K107 FORTREA HOLDINGS INC    
50212V100 LPL FINANCIAL HOLDIN    
573874104 MARVELL TECH INC 6,001 11,597
595112103 MICRON TECHNOLOGY 2,912 3,535
780259305 ROYAL DUTCH SHELL PL 3,760 3,822
830566105 SKECHERS U S A INC 3,215 4,169
835699307 SONY CORP ADR AMERN 7,613 9,205
87256C101 TKO GROUP HOLDINGS I 2,203 5,542
88033G407 TENET HEALTHCARE COR 2,163 4,923
883556102 THERMO FISHER SCIENT 4,947 4,682
92343V104 VERIZON COMMUNICATIO    
989207105 ZEBRA TECHNOLOGIES C 3,781 6,180
G0176J109 ALLEGION PLC SHS    
G5960L103 MEDTRONIC PLC SHS    
009158106 AIR PRODUCTS & CHEMI 8,814 9,281
04626A103 ASTERA LABS INC REG 1,756 1,854
11135F101 BROADCOM INC 6,208 8,114
14149Y108 CARDINAL HEALTH INC 6,294 7,333
22822V101 CROWN CASTLE INTERNA 3,595 3,358
254709108 DISCOVER FINANCIAL S 5,772 7,276
285512109 ELECTRONIC ARTS 4,553 4,828
42809H107 HESS CORP 3,682 3,458
438516106 HONEYWELL INTERNATIO 7,419 7,906
443201108 HOWMET AEROSPACE INC 1,872 1,859
461202103 INTUIT INC 5,279 5,028
48251W104 KKR & CO INC 1,751 1,775
502441306 LVMH MOET HENNESSY L 1,836 1,830
532457108 ELI LILLY & CO 6,159 6,176
67066G104 NVIDIA CORP 8,644 13,295
75513E101 RAYTHEON TECHNOLOGIE 3,285 4,282
75734B100 REDDIT INC REG SHS-A 3,493 3,759
78409V104 S&P GLOBAL INC 3,678 3,486
78467J100 SS&C TECHNOLOGIES HO 4,662 4,698
90353T100 UBER TECHNOLOGIES IN 3,543 3,016
929740108 WABTEC CORP 4,302 5,498
G51502105 JOHNSON CTLS INTL PL 1,845 1,815

TY 2024 InvestmentsGovtObligationsSch
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherDecreasesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Amount
CY PURCHASE OF ACCRUED INTEREST 256
CY PENDING SALES 31,869


TY 2024 OtherExpensesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES/FILING FEES 100 0   100
OTHER INVESTMENT EXPENSES 22 22   0


TY 2024 OtherIncomeSchedule2
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 38 0  


TY 2024 OtherIncreasesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Amount
MUTUAL FUND TIMING ADJ 30
PY PURCHASE OF ACCRUED INTEREST 405
TEMPORARY ADVANCE ADJUSTMENT 98,179
COST BASIS ADJ 306


TY 2024 TaxesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 98 98   0