TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 07-01-2024 , and ending 06-30-2025

Name of foundation
BLUE SKY FAMILY FOUNDATION-IMA

Number and street (or P.O. box number if mail is not delivered to street address)1153 PIKELAND ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHESTER SPRINGS, PA19425

A Employer identification number

30-0285433

B Telephone number (see instructions)

(610) 254-1199

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$5,990,519J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	142,185		142,185
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		176,332
b	Gross sales price for all assets on line 6a 2,607,781
7	Capital gain net income (from Part IV, line 2)...			176,332
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).......	List of Attached Documents: // Content	1
12	Total. Add lines 1 through 11........	318,518		318,517
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	897	0	0	897
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	5,365	3,219		2,146
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	15,279	1,538		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).......	List of Attached Documents: // Content	14	14
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	21,555		4,771	0	3,043
25	Contributions, gifts, grants paid.......	285,000				285,000
26	Total expenses and disbursements. Add lines 24 and 25	306,555		4,771	0	288,043
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	11,963
b	Net investment income (if negative, enter -0-)			313,746
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	41,219	139,307	139,307
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,733,231	List of Attached Documents: // Content 4,647,239	5,851,212
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,774,450	4,786,546	5,990,519
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	4,774,450	4,786,546
	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).....	4,774,450	4,786,546
	30	Total liabilities and net assets/fund balances (see instructions).	4,774,450	4,786,546

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,774,450

Enter amount from Part I, line 27a .....................

11,963

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,199

Add lines 1, 2, and 3 ..........................

4,789,612

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,066

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,786,546

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	.5 GRAIL INC		2023-07-31	2024-07-08
b	49. ARES MANAGEMENT CORP		2024-04-09	2024-07-23
c	31. CINTAS CORP		2024-01-08	2024-07-23
d	24. GRAIL INC		2023-07-31	2024-07-23
e	90. LAS VEGAS SANDS CORP		2022-06-08	2024-07-23
	410. NEWMONT MINING CORP		2023-12-14	2024-07-23
	140. CRH PLC		2024-04-09	2024-07-23
	233. INTERNATIONAL GAME TECHNOLOG		2023-10-24	2024-07-23
	25. ARES MANAGEMENT CORP		2024-04-09	2024-07-24
	120. ARES MANAGEMENT CORP		2023-04-12	2024-07-24
	97. INTERNATIONAL GAME TECHNOLOG		2023-10-25	2024-07-24
	119. INTERNATIONAL GAME TECHNOLOG		2023-04-21	2024-07-24
	62. CONSTELLATION ENERGY CORP		2023-12-14	2024-07-25
	270. EDWARDS LIFESCIENCES CORP		2024-04-09	2024-07-25
	30. LAS VEGAS SANDS CORP		2022-06-08	2024-07-25
	90. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-07-25
	215. INTERNATIONAL GAME TECHNOLOG		2023-04-17	2024-07-25
	216. INTERNATIONAL GAME TECHNOLOG		2023-04-14	2024-07-26
	25000. WESTPAC BANKING CORP 3.735% 8/26/25		2022-08-18	2024-07-29
	114. CHEVRON CORPORATION		2024-03-20	2024-08-01
	54. J P MORGAN CHASE & CO		2017-11-21	2024-08-08
	59. EATON CORP PLC		2012-11-30	2024-08-08
	35. TRANE TECHNOLOGIES PLC		2012-02-16	2024-08-08
	20000. C V S HEALTH CORP 3.875% 7/20/25		2021-09-01	2024-08-15
	9. EATON CORP PLC		2012-11-30	2024-08-27
	79. EATON CORP PLC		2012-11-30	2024-08-27
	97. ROSS STORES INC		2024-03-20	2024-08-28
	20000. COMCAST CORP 3.95% 10/15/25		2021-08-30	2024-09-12
	290. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-09-12
	51. J P MORGAN CHASE & CO		2017-11-21	2024-09-13
	179. NOVARTIS AG SPNSRD ADR		2024-04-25	2024-09-13
	48. WILLIS TOWERS WATSON PLC		2024-07-23	2024-10-04
	25000. APPLE INC 3.35% 2/09/27		2022-04-20	2024-10-07
	25000. INTEL CORP 3.7% 7/29/25		2022-03-22	2024-10-07
	25000. CITIGROUP INC		2021-09-10	2024-10-23
	260. CITIGROUP INC		2024-03-20	2024-10-24
	80. SANOFI-SYNTHELABO		2024-06-24	2024-10-24
	180. SANOFI-SYNTHELABO		2023-04-14	2024-10-24
	4. UNITED HEALTH GROUP INC		2024-03-20	2024-10-24
	16. UNITED HEALTH GROUP INC		2024-04-25	2024-10-24
	9. ALLSTATE CORP COM		2024-08-08	2024-10-31
	49. ALLSTATE CORP COM		2022-11-15	2024-10-31
	72. T -MOBILE US INC		2024-07-23	2024-10-31
	30. CONSTELLATION ENERGY CORP		2023-12-14	2024-11-14
	2. CONSTELLATION ENERGY CORP		2023-09-25	2024-11-14
	17. SAREPTA THERAPEUTICS INC		2023-06-30	2024-11-14
	13. UNITED HEALTH GROUP INC		2024-03-20	2024-11-14
	6. UNITED HEALTH GROUP INC		2016-09-14	2024-11-14
	180. AT&T INC		2022-11-01	2024-11-20
	9. ALIGN TECHNOLOGY INC		2023-06-30	2024-11-20
	14. ALLSTATE CORP COM		2022-11-15	2024-11-20
	73. ALPHABET INC/CA		2024-03-20	2024-11-20
	27. ALPHABET INC/CA		2023-07-31	2024-11-20
	74. AMAZON COM INC		2024-03-20	2024-11-20
	5. AMAZON COM INC		2024-08-28	2024-11-20
	20. AMERICAN INTERNATIONAL GROUP		2020-08-07	2024-11-20
	16. AMETEK INC NEW		2024-04-09	2024-11-20
	45. APPLE INC		2024-07-23	2024-11-20
	29. APPLE INC		2023-07-31	2024-11-20
	22. APPLIED MATERIALS INC		2024-03-20	2024-11-20
	8. ASSURANT INC		2024-11-14	2024-11-20
	40. BANK OF AMERICA CORP		2024-04-09	2024-11-20
	40. BAXTER INTL INC COM		2024-09-13	2024-11-20
	21. BECTON DICKINSON AND COMPANY		2023-08-31	2024-11-20
	17. BERKSHIRE HATHAWAY INC DEL CL B		2023-09-25	2024-11-20
	20. BIO-TECHNE CORP		2024-02-21	2024-11-20
	30. BRISTOL MYERS SQUIBB CO COM		2024-09-13	2024-11-20
	8. CME GROUP INC		2024-02-21	2024-11-20
	14. CME GROUP INC		2021-11-24	2024-11-20
	30. CELSIUS HOLDINGS INC		2024-07-23	2024-11-20
	80. CHEWY INC - CLASS A		2023-09-25	2024-11-20
	80. CISCO SYS INC		2023-08-31	2024-11-20
	27. CONOCOPHILLIPS		2024-03-20	2024-11-20
	14. CONSTELLATION ENERGY CORP		2023-09-25	2024-11-20
	40. COSTAR GROUP INC		2024-04-09	2024-11-20
	19. DANAHER CORP COMMON		2024-01-08	2024-11-20
	20. DEXCOM INC		2024-04-25	2024-11-20
	23. DISNEY (WALT) COMPANY HOLDING CO.		2024-03-20	2024-11-20
	60. DOMINION RES INC VA NEW		2024-04-09	2024-11-20
	90. EQT CORP COM		2024-03-20	2024-11-20
	90. FIRST HORIZON NATL CORP		2024-03-20	2024-11-20
	70. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2024-04-09	2024-11-20
	12. GE VERNOVA LLC		2024-08-08	2024-11-20
	40. GENERAL MOTORS CO		2024-03-20	2024-11-20
	20. GILEAD SCIENCES INC		2024-10-24	2024-11-20
	6. GOLDMAN SACHS GROUP INC		2024-02-21	2024-11-20
	39. HOWMET AEROSPACE INC		2024-04-09	2024-11-20
	13. HUBBELL INC COM		2024-10-24	2024-11-20
	6. HUBSPOT INC		2023-06-30	2024-11-20
	16. ILLUMINA INC		2023-07-31	2024-11-20
	36. INGERSOLL RAND INC		2024-02-21	2024-11-20
	50. INTERNATIONAL PAPER COMPANY COMMON		2024-09-12	2024-11-20
	7. INTUITIVE SURGICAL INC		2024-06-12	2024-11-20
	2668. ISHARES MSCI EAFE INDEX FD		2019-06-25	2024-11-20
	415. ISHARES TR S & P SMALL CAP 600		2021-05-13	2024-11-20
	21. J P MORGAN CHASE & CO		2017-11-21	2024-11-20
	120. KENVUE INC		2024-04-09	2024-11-20
	16. L3HARRIS TECHNOLOGIES INC		2024-08-27	2024-11-20
	8. LABCORP HOLDINGS INC		2024-07-25	2024-11-20
	50. LAS VEGAS SANDS CORP		2022-06-08	2024-11-20
	4. LULULEMON ATHLETICA INC		2024-01-08	2024-11-20
	9. MARATHON PETROLEUM CORP		2023-12-14	2024-11-20
	20. METLIFE INC		2024-10-04	2024-11-20
	51. MICROSOFT CORP COM		2024-01-08	2024-11-20
	3. NETFLIX COM INC		2023-06-30	2024-11-20
	30. NEWMONT MINING CORP		2023-12-14	2024-11-20
	130. NVIDIA CORP		2024-02-21	2024-11-20
	53. NVIDIA CORP		2023-11-10	2024-11-20
	30. OMNICOM GROUP INC COM		2024-05-08	2024-11-20
	15. PHILIP MORRIS INTERNATIONAL		2024-06-24	2024-11-20
	14. PHILLIPS 66		2024-03-20	2024-11-20
	11. PINDUODUO INC-ADR		2024-10-31	2024-11-20
	11. REPLIGEN CORP		2023-08-31	2024-11-20
	6. ROPER TECHNOLOGIES INC		2024-02-21	2024-11-20
	40. SANOFI-SYNTHELABO		2023-12-14	2024-11-20
	19. SAREPTA THERAPEUTICS INC		2023-06-30	2024-11-20
	80. SCHLUMBERGER LIMITED COM		2023-08-31	2024-11-20
	30. BLOCK INC		2023-06-30	2024-11-20
	10. 3M CO		2024-07-23	2024-11-20
	30. US BANCORP DEL		2024-10-24	2024-11-20
	40. UBER TECHNOLOGIES INC		2023-07-31	2024-11-20
	5. UNITED HEALTH GROUP INC		2016-09-14	2024-11-20
	27. VERALTO CORP-W/I		2024-04-09	2024-11-20
	20. VOYA FINANCIAL INC		2024-07-26	2024-11-20
	11. ZOETIS INC		2024-01-08	2024-11-20
	3. AON PLC/IRELAND A		2024-07-25	2024-11-20
	20. CRH PLC		2024-04-09	2024-11-20
	10. CRH PLC		2023-09-25	2024-11-20
	40. JOHNSON CTLS INTL PLC		2024-04-09	2024-11-20
	50. MEDTRONIC PLC		2024-01-08	2024-11-20
	10. RENAISSANCERE HLDGS LTD		2023-12-14	2024-11-20
	6. TRANE TECHNOLOGIES PLC		2012-02-16	2024-11-20
	20. ALCON INC		2024-07-25	2024-11-20
	5. ROYAL CARIBBEAN CRUISES LTD		2024-10-31	2024-11-20
	240. CELSIUS HOLDINGS INC		2024-07-23	2024-11-26
	68. DEXCOM INC		2024-04-25	2024-11-26
	104. DEXCOM INC		2024-07-25	2024-11-26
	140. SCHLUMBERGER LIMITED COM		2024-04-09	2024-12-13
	500. SCHLUMBERGER LIMITED COM		2023-04-12	2024-12-13
	111. ALLSTATE CORP COM		2022-11-15	2025-01-10
	59. APPLIED MATERIALS INC		2024-03-20	2025-01-10
	44. APPLIED MATERIALS INC		2023-09-25	2025-01-10
	124. BIO-TECHNE CORP		2024-02-21	2025-01-10
	130. EQT CORP COM		2024-12-13	2025-01-10
	62. HUBBELL INC COM		2024-08-12	2025-01-10
	250. NEWMONT MINING CORP		2023-12-14	2025-01-10
	101. PINDUODUO INC-ADR		2024-10-31	2025-01-10
	17. ROPER TECHNOLOGIES INC		2024-02-21	2025-01-10
	46. BIO-TECHNE CORP		2024-02-21	2025-01-13
	8. ROPER TECHNOLOGIES INC		2024-02-21	2025-01-15
	28. ROPER TECHNOLOGIES INC		2024-01-08	2025-01-15
	77. BECTON DICKINSON AND COMPANY		2023-08-31	2025-01-29
	10000. SHELL INTL FIN 2.875% 5/10/26		2024-11-20	2025-01-29
	20000. SHELL INTL FIN 2.875% 5/10/26		2022-08-02	2025-01-29
	5000. WELLS FARGO & CO 2.188% 4/30/26		2024-11-20	2025-02-04
	25000. WELLS FARGO & CO 2.188% 4/30/26		2022-03-16	2025-02-04
	68. BECTON DICKINSON AND COMPANY		2024-07-25	2025-02-06
	29. BECTON DICKINSON AND COMPANY		2023-08-31	2025-02-06
	29. CONSTELLATION ENERGY CORP		2023-09-25	2025-02-21
	41. GE VERNOVA LLC		2024-08-08	2025-03-10
	29. APPLE INC		2023-07-31	2025-03-12
	115. CME GROUP INC		2019-03-04	2025-03-12
	1338.239 CHAMPLAIN MID CAP FUND-INS		2024-12-18	2025-03-14
	18433.179 CHAMPLAIN MID CAP FUND-INS		2024-01-02	2025-03-14
	100. CONOCOPHILLIPS		2024-03-20	2025-03-17
	230. EQT CORP COM		2024-03-20	2025-03-17
	170. EQT CORP COM		2024-12-13	2025-03-17
	310. UBER TECHNOLOGIES INC		2023-07-31	2025-03-17
	5000. ROYAL BANK OF SCOTLAND GROUP P		2024-11-20	2025-03-19
	25000. ROYAL BANK OF SCOTLAND GROUP P		2023-08-08	2025-03-19
	158. SAREPTA THERAPEUTICS INC		2023-06-30	2025-03-20
	10000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26		2024-11-20	2025-04-02
	20000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26		2021-08-31	2025-04-02
	77. DIAMONDBACK ENERGY INC		2024-12-13	2025-04-03
	5000. HOME DEPOT INC 2.875% 4/15/27		2024-11-20	2025-04-07
	25000. HOME DEPOT INC 2.875% 4/15/27		2022-03-31	2025-04-07
	300. US BANCORP DEL		2024-10-24	2025-04-10
	3. BERKSHIRE HATHAWAY INC DEL CL B		2023-09-25	2025-04-14
	3. HUBSPOT INC		2023-06-30	2025-04-14
	190. PURE STORAGE INC - CLASS A		2025-01-10	2025-04-14
	90. SANOFI-SYNTHELABO		2023-12-14	2025-04-15
	220. SANOFI-SYNTHELABO		2023-12-14	2025-04-16
	314. INGERSOLL RAND INC		2024-02-21	2025-04-25
	120. CHEWY INC - CLASS A		2023-09-25	2025-04-29
	26. LULULEMON ATHLETICA INC		2024-01-08	2025-04-29
	13412.017 ARISTOTLE FLTNG RT INC-I		2021-05-13	2025-05-02
	3172.589 T ROWE PRICE INST HIGH YIELD		2024-11-20	2025-05-05
	5859.669 T ROWE PRICE INST HIGH YIELD		2023-06-08	2025-05-05
	5000. BARCLAYS PLC 2.852% 5/07/26		2024-11-20	2025-05-07
	25000. BARCLAYS PLC 2.852% 5/07/26		2021-10-12	2025-05-07
	50. DEXCOM INC		2025-01-15	2025-05-23
	6. ALPHABET INC/CA		2025-03-20	2025-05-29
	74. ALPHABET INC/CA		2023-06-01	2025-05-29
	10000. U S BANCORP 5.727% 10/21/26		2024-11-20	2025-06-03
	20000. U S BANCORP 5.727% 10/21/26		2022-11-28	2025-06-03
	114. CONOCOPHILLIPS		2024-08-01	2025-06-04
	32. CONOCOPHILLIPS		2024-03-20	2025-06-04
	60. AT&T INC		2022-11-07	2025-06-06
	202.584 G Q G PART EMERG MKTS EQ-INST		2025-05-02	2025-06-06
	3. ALIGN TECHNOLOGY INC		2023-06-30	2025-06-06
	28. ALPHABET INC/CA		2023-06-01	2025-06-06
	25. AMAZON COM INC		2024-08-28	2025-06-06
	10. AMERICAN INTERNATIONAL GROUP		2025-01-10	2025-06-06
	6. AMETEK INC NEW		2024-04-09	2025-06-06
	23. APPLE INC		2023-08-31	2025-06-06
	2. APPLIED MATERIALS INC		2023-09-25	2025-06-06
	4. ASSURANT INC		2024-11-14	2025-06-06
	2. ATLASSIAN CORP		2025-04-25	2025-06-06
	1. AXON ENTERPRISE INC		2025-04-25	2025-06-06
	1425.559 BNYM INTL STCK-Y		2021-08-24	2025-06-06
	181.712 BNYM GLBL RL EST SEC-Y		2021-12-28	2025-06-06
	30. BANK OF AMERICA CORP		2025-04-15	2025-06-06
	20. BAXTER INTL INC COM		2024-09-13	2025-06-06
	10. BENTLEY SYSTEMS INC		2025-05-29	2025-06-06
	5. BERKSHIRE HATHAWAY INC DEL CL B		2023-09-25	2025-06-06
	10. BRISTOL MYERS SQUIBB CO COM		2024-09-13	2025-06-06
	4. BROADCOM INC		2025-01-10	2025-06-06
	2. CME GROUP INC		2019-03-04	2025-06-06
	10. CSX CORP COM		2025-01-10	2025-06-06
	3. CAPITAL ONE FINL CORP COM		2025-03-12	2025-06-06
	20. CHEWY INC - CLASS A		2023-09-25	2025-06-06
	20. CISCO SYS INC		2023-08-31	2025-06-06
	3. CONSTELLATION ENERGY CORP		2023-09-25	2025-06-06
	10. COSTAR GROUP INC		2024-04-09	2025-06-06
	7. DANAHER CORP COMMON		2024-01-08	2025-06-06
	10. DEXCOM INC		2025-01-15	2025-06-06
	1. DIAMONDBACK ENERGY INC		2025-06-04	2025-06-06
	9. DISNEY (WALT) COMPANY HOLDING CO.		2024-03-20	2025-06-06
	10. DOLBY LABORATORIES INC		2025-01-14	2025-06-06
	20. DOMINION RES INC VA NEW		2024-04-09	2025-06-06
	10. EQT CORP COM		2024-03-20	2025-06-06
	10. EXXON MOBIL CORP		2025-03-17	2025-06-06
	20. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2024-04-09	2025-06-06
	2. GE VERNOVA LLC		2024-08-08	2025-06-06
	10. GENERAL MOTORS CO		2024-03-20	2025-06-06
	6. GILEAD SCIENCES INC		2024-10-24	2025-06-06
	2. GOLDMAN SACHS GROUP INC		2025-05-23	2025-06-06
	1. HESS CORP		2025-04-03	2025-06-06
	14. HOWMET AEROSPACE INC		2024-04-09	2025-06-06
	3. HUBBELL INC COM		2024-08-12	2025-06-06
	2. HUBSPOT INC		2023-06-30	2025-06-06
	10. ILLUMINA INC		2023-07-31	2025-06-06
	3. INTERCONTINENTALEXCHANGE GRO		2025-03-12	2025-06-06
	10. INTERNATIONAL PAPER COMPANY COMMON		2024-09-12	2025-06-06
	2. INTUITIVE SURGICAL INC		2024-06-12	2025-06-06
	7. J P MORGAN CHASE & CO		2017-11-21	2025-06-06
	7. JOHNSON & JOHNSON COM		2025-03-10	2025-06-06
	30. KENVUE INC		2024-04-09	2025-06-06
	5. L3HARRIS TECHNOLOGIES INC		2024-08-27	2025-06-06
	3. LABCORP HOLDINGS INC		2024-07-25	2025-06-06
	20. LAS VEGAS SANDS CORP		2022-06-08	2025-06-06
	3. MARATHON PETROLEUM CORP		2023-12-14	2025-06-06
	16. MICROSOFT CORP COM		2024-01-08	2025-06-06
	2. MONGODB INC		2024-11-26	2025-06-06
	20. NEWMONT MINING CORP		2025-02-06	2025-06-06
	56. NVIDIA CORP		2023-11-10	2025-06-06
	10. OMNICOM GROUP INC COM		2024-05-08	2025-06-06
	4. PHILIP MORRIS INTERNATIONAL		2024-06-24	2025-06-06
	4. PHILLIPS 66		2024-03-20	2025-06-06
	4. REPLIGEN CORP		2023-08-31	2025-06-06
	2. SERVICENOW INC		2025-01-10	2025-06-06
	7. SHOPIFY INC-A W/I		2025-02-06	2025-06-06
	10. BLOCK INC		2023-06-30	2025-06-06
	1. SYNOPSYS INC COM		2025-03-20	2025-06-06
	4. 3M CO		2024-07-23	2025-06-06
	2. UNITED HEALTH GROUP INC		2016-09-14	2025-06-06
	10. VERALTO CORP-W/I		2024-04-09	2025-06-06
	10. VOYA FINANCIAL INC		2024-07-26	2025-06-06
	4. ZOETIS INC		2024-01-08	2025-06-06
	2. AON PLC/IRELAND A		2024-07-25	2025-06-06
	10. CRH PLC		2023-09-25	2025-06-06
	20. JOHNSON CTLS INTL PLC		2024-04-09	2025-06-06
	20. MEDTRONIC PLC		2024-01-08	2025-06-06
	3. RENAISSANCERE HLDGS LTD		2023-12-14	2025-06-06
	2. TRANE TECHNOLOGIES PLC		2012-02-16	2025-06-06
	10. ALCON INC		2024-07-25	2025-06-06
	3. ROYAL CARIBBEAN CRUISES LTD		2024-10-31	2025-06-06
	81. HOWMET AEROSPACE INC		2024-04-09	2025-06-16
	51. HOWMET AEROSPACE INC		2024-04-09	2025-06-17
	108. ALPHABET INC/CA		2023-04-14	2025-06-24
	320. GENERAL MOTORS CO		2024-03-20	2025-06-30
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7	16	-9
b	7,363	6,530	833
c	23,468	18,061	5,407
d	367	636	-269
e	3,692	3,336	356
	19,280	16,933	2,347
	11,494	11,736	-242
	4,812	6,906	-2,094
	3,656	3,331	325
	17,549	9,796	7,753
	1,963	2,868	-905
	2,408	3,398	-990
	10,549	7,216	3,333
	16,426	24,950	-8,524
	1,200	1,112	88
	5,472	5,529	-57
	4,341	6,033	-1,692
	5,021	5,979	-958
	24,665	24,971	-306
	17,393	17,735	-342
	10,986	6,081	4,905
	16,866	2,174	14,692
	11,436	865	10,571
	19,764	22,031	-2,267
	2,677	332	2,345
	23,392	2,910	20,482
	14,545	14,261	284
	19,911	22,321	-2,410
	14,808	17,817	-3,009
	10,471	5,061	5,410
	20,665	18,346	2,319
	13,954	13,102	852
	24,613	25,043	-430
	24,757	25,632	-875
	24,779	26,719	-1,940
	16,348	15,453	895
	4,121	3,925	196
	9,273	10,130	-857
	2,248	1,970	278
	8,990	7,925	1,065
	1,686	1,530	156
	9,181	6,515	2,666
	16,105	12,693	3,412
	6,808	3,492	3,316
	454	223	231
	1,888	1,947	-59
	7,708	6,401	1,307
	3,558	799	2,759
	4,102	3,307	795
	1,995	3,187	-1,192
	2,747	1,847	900
	12,783	10,807	1,976
	4,728	3,575	1,153
	14,920	13,037	1,883
	1,008	855	153
	1,496	601	895
	3,067	2,894	173
	10,211	10,095	116
	6,580	5,688	892
	3,714	4,402	-688
	1,756	1,717	39
	1,843	1,506	337
	1,295	1,596	-301
	4,647	5,870	-1,223
	7,939	6,128	1,811
	1,363	1,425	-62
	1,739	1,469	270
	1,827	1,717	110
	3,197	3,202	-5
	814	1,432	-618
	2,754	1,457	1,297
	4,562	4,598	-36
	3,051	3,283	-232
	3,312	1,561	1,751
	3,002	3,811	-809
	4,401	4,412	-11
	1,461	2,763	-1,302
	2,603	2,648	-45
	3,450	2,968	482
	4,106	3,036	1,070
	1,796	1,360	436
	3,063	3,582	-519
	4,128	2,111	2,017
	2,191	1,687	504
	1,776	1,778	-2
	3,491	2,317	1,174
	4,541	2,571	1,970
	5,809	5,853	-44
	4,158	3,191	967
	2,101	2,982	-881
	3,676	3,188	488
	2,878	2,392	486
	3,770	2,985	785
	204,635	174,981	29,654
	49,882	42,496	7,386
	5,035	2,084	2,951
	2,836	2,451	385
	3,883	3,665	218
	1,891	1,689	202
	2,472	1,853	619
	1,221	1,964	-743
	1,422	1,340	82
	1,651	1,681	-30
	21,141	20,098	1,043
	2,638	1,321	1,317
	1,283	1,239	44
	18,951	8,739	10,212
	7,726	2,533	5,193
	2,944	2,852	92
	1,951	1,526	425
	1,835	2,201	-366
	1,263	1,329	-66
	1,469	1,912	-443
	3,295	3,280	15
	1,908	1,944	-36
	2,097	2,176	-79
	3,450	4,789	-1,339
	2,719	1,983	736
	1,274	1,048	226
	1,515	1,452	63
	2,775	1,972	803
	2,974	666	2,308
	2,802	2,412	390
	1,589	1,469	120
	1,917	2,147	-230
	1,129	905	224
	1,994	1,677	317
	997	560	437
	3,312	2,615	697
	4,187	4,310	-123
	2,645	1,935	710
	2,446	148	2,298
	1,703	1,847	-144
	1,177	1,036	141
	6,643	11,299	-4,656
	5,266	9,394	-4,128
	8,054	11,398	-3,344
	5,626	7,566	-1,940
	20,092	27,592	-7,500
	19,881	14,645	5,236
	10,096	11,806	-1,710
	7,529	5,993	1,536
	9,105	8,836	269
	6,386	5,912	474
	26,131	24,692	1,439
	9,757	10,325	-568
	9,589	12,199	-2,610
	8,569	9,294	-725
	3,467	3,278	189
	4,128	4,374	-246
	14,447	14,688	-241
	19,021	21,524	-2,503
	9,808	9,793	15
	19,617	19,621	-4
	4,969	4,950	19
	24,845	24,763	82
	15,391	15,919	-528
	6,564	7,518	-954
	8,250	3,234	5,016
	11,096	7,212	3,884
	6,283	5,628	655
	29,366	22,756	6,610
	30,498	32,278	-1,780
	420,092	440,000	-19,908
	9,977	12,161	-2,184
	11,810	7,758	4,052
	8,729	7,731	998
	22,745	15,286	7,459
	5,012	4,998	14
	25,059	24,745	314
	11,692	18,095	-6,403
	9,887	9,847	40
	19,773	21,958	-2,185
	10,999	12,585	-1,586
	4,869	4,848	21
	24,343	24,968	-625
	11,161	14,523	-3,362
	1,589	1,081	508
	1,614	1,596	18
	7,860	12,219	-4,359
	4,562	4,373	189
	11,230	10,569	661
	23,525	27,803	-4,278
	4,452	2,185	2,267
	7,024	12,764	-5,740
	125,000	130,767	-5,767
	24,588	25,000	-412
	45,412	43,889	1,523
	5,000	5,005	-5
	25,000	26,138	-1,138
	4,212	4,055	157
	1,030	976	54
	12,702	9,789	2,913
	10,036	10,077	-41
	20,073	20,381	-308
	9,826	12,361	-2,535
	2,758	3,891	-1,133
	1,680	1,096	584
	3,450	3,375	75
	542	1,062	-520
	4,883	3,465	1,418
	5,323	4,276	1,047
	873	704	169
	1,069	1,085	-16
	4,718	4,339	379
	335	272	63
	817	859	-42
	432	461	-29
	796	597	199
	33,800	38,262	-4,462
	1,550	1,828	-278
	1,348	1,143	205
	602	798	-196
	495	481	14
	2,468	1,802	666
	484	490	-6
	996	895	101
	548	362	186
	323	319	4
	593	513	80
	968	364	604
	1,318	1,149	169
	886	335	551
	790	953	-163
	1,371	1,625	-254
	866	811	55
	141	140	1
	1,025	1,036	-11
	749	791	-42
	1,115	989	126
	566	337	229
	1,042	1,142	-100
	833	1,023	-190
	975	352	623
	474	422	52
	673	533	140
	1,229	1,204	25
	136	150	-14
	2,453	923	1,530
	1,181	1,119	62
	1,211	1,064	147
	828	1,863	-1,035
	536	508	28
	473	478	-5
	1,117	853	264
	1,862	695	1,167
	1,083	1,182	-99
	653	613	40
	1,217	1,145	72
	760	634	126
	802	741	61
	481	447	34
	7,542	5,927	1,615
	439	674	-235
	1,055	898	157
	7,982	2,677	5,305
	709	951	-242
	729	407	322
	457	629	-172
	516	695	-179
	2,067	2,059	8
	777	824	-47
	650	661	-11
	487	450	37
	584	419	165
	603	266	337
	1,000	893	107
	665	734	-69
	680	781	-101
	744	603	141
	922	560	362
	2,068	1,308	760
	1,745	1,724	21
	740	581	159
	858	49	809
	877	924	-47
	827	622	205
	13,903	5,339	8,564
	8,785	3,362	5,423
	18,091	11,937	6,154
	15,712	13,495	2,217
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510
			36,510

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			-9
b			833
c			5,407
d			-269
e			356
			2,347
			-242
			-2,094
			325
			7,753
			-905
			-990
			3,333
			-8,524
			88
			-57
			-1,692
			-958
			-306
			-342
			4,905
			14,692
			10,571
			-2,267
			2,345
			20,482
			284
			-2,410
			-3,009
			5,410
			2,319
			852
			-430
			-875
			-1,940
			895
			196
			-857
			278
			1,065
			156
			2,666
			3,412
			3,316
			231
			-59
			1,307
			2,759
			795
			-1,192
			900
			1,976
			1,153
			1,883
			153
			895
			173
			116
			892
			-688
			39
			337
			-301
			-1,223
			1,811
			-62
			270
			110
			-5
			-618
			1,297
			-36
			-232
			1,751
			-809
			-11
			-1,302
			-45
			482
			1,070
			436
			-519
			2,017
			504
			-2
			1,174
			1,970
			-44
			967
			-881
			488
			486
			785
			29,654
			7,386
			2,951
			385
			218
			202
			619
			-743
			82
			-30
			1,043
			1,317
			44
			10,212
			5,193
			92
			425
			-366
			-66
			-443
			15
			-36
			-79
			-1,339
			736
			226
			63
			803
			2,308
			390
			120
			-230
			224
			317
			437
			697
			-123
			710
			2,298
			-144
			141
			-4,656
			-4,128
			-3,344
			-1,940
			-7,500
			5,236
			-1,710
			1,536
			269
			474
			1,439
			-568
			-2,610
			-725
			189
			-246
			-241
			-2,503
			15
			-4
			19
			82
			-528
			-954
			5,016
			3,884
			655
			6,610
			-1,780
			-19,908
			-2,184
			4,052
			998
			7,459
			14
			314
			-6,403
			40
			-2,185
			-1,586
			21
			-625
			-3,362
			508
			18
			-4,359
			189
			661
			-4,278
			2,267
			-5,740
			-5,767
			-412
			1,523
			-5
			-1,138
			157
			54
			2,913
			-41
			-308
			-2,535
			-1,133
			584
			75
			-520
			1,418
			1,047
			169
			-16
			379
			63
			-42
			-29
			199
			-4,462
			-278
			205
			-196
			14
			666
			-6
			101
			186
			4
			80
			604
			169
			551
			-163
			-254
			55
			1
			-11
			-42
			126
			229
			-100
			-190
			623
			52
			140
			25
			-14
			1,530
			62
			147
			-1,035
			28
			-5
			264
			1,167
			-99
			40
			72
			126
			61
			34
			1,615
			-235
			157
			5,305
			-242
			322
			-172
			-179
			8
			-47
			-11
			37
			165
			337
			107
			-69
			-101
			141
			362
			760
			21
			159
			809
			-47
			205
			8,564
			5,423
			6,154
			2,217

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	176,332
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,361
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	4,361
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	4,361
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	8,816
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	8,816
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,455
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax2,182	Refunded	11	2,273

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

BNY MELLON NA Telephone no. right arrow

(610) 254-1199

Located at right arrow

PO BOX 185PITTSBURGHPA ZIP+4 right arrow

152300185

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
RANNEY R MORAN	TRUSTEE 0	0
1153 PIKELAND RD BOX 250B CHESTER SPRINGS,PA19425	TRUSTEE 0	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,803,168

Average of monthly cash balances.......................

101,659

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,904,827

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,904,827

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

88,572

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,816,255

Minimum investment return. Enter 5% (0.05) of line 5................

290,813

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.)

Minimum investment return from Part IX, line 6..................

290,813

Tax on investment income for 2024 from Part V, line 5 .......

4,361

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

4,361

Distributable amount before adjustments. Subtract line 2c from line 1............

286,452

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

286,452

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

286,452

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

288,043

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

288,043

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					286,452
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......	3,512
b From 2020......	0
c From 2021......	43,520
d From 2022......	0
e From 2023......	6,374
f Total of lines 3a through e ........		53,406
4Qualifying distributions for 2024 from Part
XI, line 4: $ 288,043
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.....					286,452
e Remaining amount distributed out of corpus		1,591
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		54,997
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) ...		3,512
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		51,485
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	43,520
c Excess from 2022....	0
d Excess from 2023....	6,374
e Excess from 2024....	1,591

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HISTORIC YELLOW SPRINGS INC PO BOX 62 CHESTER SPRINGS,PA19425	NONE	PC	GENERAL OPERATING	7,500
PAOLI MEMORIAL HOSPITAL FOUNDATION 255 WEST LANCASTER AVENUE PAOLI,PA193011763	NONE	PC	GENERAL OPERATING	50,000
COMMUNITY COALITION 10 WEST MAIN STREET PHOENIXVILLE,PA194600000	NONE	PC	GENERAL OPERATING	20,000
ANSELMA MILL 1730 CONESTOGA ROAD CHESTER SPRINGS,PA194250042	NONE	PC	GENERAL OPERATING	10,000
CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON,PA193411127	NONE	PC	GENERAL OPERATING	35,000
LIVING CLASSROOM 183 HILLVIEW AVE LOS ALTOS,CA940223742	NONE	PC	GENERAL OPERATING	20,000
NATURAL LANDS TRUST 339 PLEASANT VALLEY ROAD MENDHAM,NJ07945	NONE	PC	GENERAL OPERATING	5,000
THORNCROFT 190 LINE ROAD MALVERN,PA19355	NONE	PC	GENERAL OPERATING	10,000
THE CLINIC 143 CHURCH STREET PHEONIXVILLE,PA19460	NONE	PC	GENERAL OPERATING	22,500
PHILADELPHIA MUSEUM OF ART PHILADELPHIA MUSEUM OF ART PHIADELPHIA,PA19130	NONE	PC	GENERAL OPERATING	25,000
BRANDYWINE CONSERVANCY 1 HOFFMANS MILL ROAD CHADD FORD,PA19317	NONE	PC	GENERAL OPERATING	2,500
ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA,PA19103	NONE	PC	GENERAL OPERATING	10,000
STROUD WATER RESEARCH CENTER 970 SPENCER ROAD AVONDALE,PA19311	NONE	PC	GENERAL OPERATING	5,000
AUDUBON AT MILL GROVE 1201 PAWLINGS ROAD AUDBORN,PA19403	NONE	PC	GENERAL OPERATING	30,000
FRENCH & PICKERING CREEK TRUST 511 KIMBERTON ROAD PHEONIXVILLE,PA19460	NONE	PC	GENERAL OPERATING	25,000
BAKER INDUSTRIES 184 PENNSYLVANIA AVENUE MALVERN,PA19355	NONE	PC	GENERAL OPERATING	7,500
Total ................................. 3a				285,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	142,185
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	176,332
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	1
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				318,518

13Total. Add line 12, columns (b), (d), and (e)..................

318,518

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
852234103 BLOCK INC	AT COST	16,529	16,983
G5960L103 MEDTRONIC PLC	AT COST	39,195	40,098
023135106 AMAZON COM INC	AT COST	54,577	137,558
166764100 CHEVRONTEXACO CORP
026874784 AMERICAN INTERNATION	AT COST	10,025	21,398
464287465 ISHARES MSCI EAFE IN
46625H100 J P MORGAN CHASE & C	AT COST	16,541	48,415
05587K857 BNYM INTL STCK-Y	AT COST	105,521	179,697
64110L106 NETFLIX COM INC	AT COST	9,249	28,122
91324P102 UNITED HEALTH GROUP	AT COST	5,596	13,103
G29183103 EATON CORP PLC
060505104 BANK OF AMERICA CORP	AT COST	30,231	37,856
12572Q105 CME GROUP INC	AT COST	11,289	17,640
594918104 MICROSOFT CORP COM	AT COST	55,642	199,959
929089100 VOYA FINANCIAL INC	AT COST	8,291	14,910
718172109 PHILIP MORRIS INTERN	AT COST	11,293	20,216
02079K305 ALPHABET INC/CA	AT COST	32,561	107,677
037833100 APPLE INC	AT COST	53,490	118,793
254687106 DISNEY (WALT) COMPAN	AT COST	29,411	32,243
G8994E103 TRANE TECHNOLOGIES P	AT COST	1,286	22,745
67066G104 NVIDIA CORP	AT COST	35,214	224,504
05588F709 BNYM GLBL RL EST SEC	AT COST	65,458	58,803
235851102 DANAHER CORP COMMON	AT COST	37,450	32,989
464287804 ISHARES TR S & P SMA	AT COST	169,689	195,629
37045V100 GENERAL MOTORS CO	AT COST	13,495	15,747
20030NCS8 COMCAST CORP
437076CN0 HOME DEPOT INC
037833CJ7 APPLE INC
06738EBL8 BARCLAYS PLC
126650CL2 C V S HEALTH CORP
21684AAF3 COOPERATIEVE RABOBAN	AT COST	31,959	29,759
00206R102 AT&T INC	AT COST	24,397	40,516
110122CN6 BRISTOL-MYERS SQUIBB
38145GAH3 GOLDMAN SACHS GROUP	AT COST	31,524	29,649
517834107 LAS VEGAS SANDS CORP	AT COST	13,874	17,404
458140AS9 INTEL CORP
95000U2N2 WELLS FARGO & CO
172967MQ1 CITIGROUP INC
00206RGL0 A T & T INC	AT COST	28,847	29,875
00771X419 G Q G PART EMERG MKT	AT COST	123,350	155,517
020002101 ALLSTATE CORP COM
025816DB2 AMERICAN EXPRESS CO	AT COST	26,123	25,913
03990B101 ARES MANAGEMENT CORP
04045F592 ARISTOTLE FLTNG RT I	AT COST	24,997	24,125
05565QDN5 B P CAP MKTS PLC	AT COST	29,033	29,425
06368LGV2 BANK OF MONTREAL	AT COST	25,368	25,567
13607HR61 CANADIAN IMPERIAL BA	AT COST	28,622	29,616
233203421 DFA EMERG MKTS CORE	AT COST	85,974	123,148
30303M8G0 META PLATFORMS INC	AT COST	28,531	29,713
31618H283 FIDELITY ADV INTL SM	AT COST	76,150	94,545
35671D857 FREEPORT-MCMORAN COP	AT COST	23,778	23,409
464287457 ISHARES 1-3 YEAR TRE	AT COST	398,262	406,428
46647PDG8 JPMORGAN CHASE & CO	AT COST	24,989	25,261
693475BR5 P N C FINANCIAL SERV	AT COST	24,932	25,891
70450YAD5 PAYPAL HLDGS INC	AT COST	28,869	29,460
716973AC6 PFIZER INVESTMENT EN	AT COST	29,796	30,240
77958B204 T ROWE PRICE INST HI	AT COST	32,561	34,517
78016EZD2 ROYAL BANK OF CANADA	AT COST	29,341	29,711
80105N105 SANOFI-SYNTHELABO
806857108 SCHLUMBERGER LIMITED
822582BT8 SHELL INTL FIN
89236TKQ7 TOYOTA MOTOR CREDIT	AT COST	25,377	25,303
91159HJH4 U S BANCORP
961214FA6 WESTPAC BANKING CORP
G4863A108 INTERNATIONAL GAME T
00766Y513 CHAMPLAIN MID CAP FU
016255101 ALIGN TECHNOLOGY INC	AT COST	24,788	13,253
031100100 AMETEK INC NEW	AT COST	23,588	24,249
038222105 APPLIED MATERIALS IN	AT COST	10,624	14,279
05964HAU9 BANCO SANTANDER SA	AT COST	25,207	25,826
06051GLG2 BANK OF AMERICA CORP	AT COST	24,968	25,549
075887109 BECTON DICKINSON AND
084670702 BERKSHIRE HATHAWAY I	AT COST	43,974	61,693
09073M104 BIO-TECHNE CORP
16679L109 CHEWY INC - CLASS A	AT COST	9,439	22,162
17275R102 CISCO SYS INC	AT COST	32,465	43,709
172908105 CINTAS CORP
172967424 CITIGROUP INC
20825C104 CONOCOPHILLIPS
21037T109 CONSTELLATION ENERGY	AT COST	8,923	25,821
22160N109 COSTAR GROUP INC	AT COST	19,360	19,296
22550L2K6 CREDIT SUISSE NEW YO	AT COST	24,838	25,386
24422EXH7 JOHN DEERE CAPITAL C	AT COST	24,652	25,273
251526CW7 DEUTSCHE BANK NY	AT COST	24,968	25,897
252131107 DEXCOM INC	AT COST	12,977	13,966
25746U109 DOMINION RES INC VA	AT COST	23,406	27,130
26884L109 EQT CORP COM	AT COST	15,162	26,244
28176E108 EDWARDS LIFESCIENCES
320517105 FIRST HORIZON NATL C	AT COST	11,332	15,900
337738AU2 FISERV INC	AT COST	27,976	28,899
38141G104 GOLDMAN SACHS GROUP	AT COST	23,683	41,050
384747101 GRAIL INC
404280DZ9 HSBC HOLDINGS PLC	AT COST	24,553	25,357
443201108 HOWMET AEROSPACE INC	AT COST	14,172	40,018
443573100 HUBSPOT INC	AT COST	22,339	23,378
452327109 ILLUMINA INC	AT COST	17,450	11,545
45687V106 INGERSOLL RAND INC
46120E602 INTUITIVE SURGICAL I	AT COST	20,499	28,257
464287200 ISHARES S&P 500 INDE	AT COST	69,735	91,272
49177J102 KENVUE INC	AT COST	18,483	19,046
502431109 L3HARRIS TECHNOLOGIE	AT COST	26,601	31,104
504922105 LABCORP HOLDINGS INC	AT COST	15,493	20,213
53944YAZ6 LLOYDS BANKING GROUP	AT COST	25,039	25,339
550021109 LULULEMON ATHLETICA
56585A102 MARATHON PETROLEUM C	AT COST	11,166	12,458
61747YFA8 MORGAN STANLEY	AT COST	25,063	25,437
651639106 NEWMONT MINING CORP	AT COST	15,717	20,391
66987V109 NOVARTIS AG SPNSRD A
674599105 OCCIDENTAL PETROLEUM
681919106 OMNICOM GROUP INC CO	AT COST	23,723	17,985
718546104 PHILLIPS 66	AT COST	16,662	12,646
759916109 REPLIGEN CORP	AT COST	15,608	12,562
776696106 ROPER INDS INC NEW
778296103 ROSS STORES INC
780097BA8 ROYAL BANK OF SCOTLA
803607100 SAREPTA THERAPEUTICS
86562MCR9 SUMITOMO MITSUI FINL	AT COST	24,806	25,740
89115A2S0 TORONTO-DOMINION BAN	AT COST	25,068	25,308
89788MAN2 TRUIST FINANCIAL COR	AT COST	24,480	25,336
90353T100 UBER TECHNOLOGIES IN
92338C103 VERALTO CORP-W/I	AT COST	17,967	21,603
92343VER1 VERIZON COMMUNICATIO	AT COST	29,476	30,124
98978V103 ZOETIS INC	AT COST	17,308	15,127
G25508105 CRH PLC	AT COST	11,757	19,278
G51502105 JOHNSON CTLS INTL PL	AT COST	27,262	41,403
G7496G103 RENAISSANCERE HLDGS	AT COST	14,513	18,218
H01301128 ALCON INC	AT COST	20,213	19,422
00287YDZ9 ABBVIE INC	AT COST	30,433	30,720
035240AQ3 ANHEUSER-BUSCH INBEV	AT COST	25,335	25,451
04621X108 ASSURANT INC	AT COST	18,030	16,589
049468101 ATLASSIAN CORP	AT COST	11,055	9,748
05464C101 AXON ENTERPRISE INC	AT COST	15,941	23,182
06738ECY9 BARCLAYS PLC	AT COST	30,211	30,645
071813109 BAXTER INTL INC COM	AT COST	17,225	14,837
08265T208 BENTLEY SYSTEMS INC	AT COST	11,985	13,493
09075V102 BIONTECH SE-ADR	AT COST	11,408	11,925
110122108 BRISTOL MYERS SQUIBB	AT COST	16,161	15,276
11135F101 BROADCOM INC	AT COST	24,531	32,251
126408103 CSX CORP COM	AT COST	17,848	18,273
14040H105 CAPITAL ONE FINL COR	AT COST	11,461	14,255
17275RBR2 CISCO SYSTEMS INC	AT COST	25,599	25,620
172967PF2 CITIGROUP INC	AT COST	25,252	25,506
20030NCA7 COMCAST CORP	AT COST	28,961	29,222
25278X109 DIAMONDBACK ENERGY I	AT COST	16,654	16,076
25659T107 DOLBY LABORATORIES I	AT COST	18,043	17,080
30231G102 EXXON MOBIL CORP	AT COST	28,772	27,166
36828A101 GE VERNOVA LLC	AT COST	9,668	29,103
375558103 GILEAD SCIENCES INC	AT COST	11,911	14,857
42809H107 HESS CORP	AT COST	11,415	10,529
437076DC3 HOME DEPOT INC/THE	AT COST	30,327	30,622
443510607 HUBBELL INC COM	AT COST	35,934	38,799
458140CE8 INTEL CORP	AT COST	25,055	25,316
45866F104 INTERCONTINENTALEXCH	AT COST	11,166	12,109
460146103 INTERNATIONAL PAPER	AT COST	16,788	16,859
464287507 ISHARES TR S&P MIDCA	AT COST	467,370	496,780
46432F842 ISHARES CORE MSCI EA	AT COST	307,213	358,547
478160104 JOHNSON & JOHNSON CO	AT COST	30,038	29,175
57636Q104 MASTERCARD INC	AT COST	17,745	17,982
59156R108 METLIFE INC	AT COST	12,605	12,063
606822DE1 MITSUBISHI UFJ FIN G	AT COST	25,291	25,644
60687YCZ0 MIZUHO FINANCIAL GRO	AT COST	30,746	31,148
60937P106 MONGODB INC	AT COST	19,533	12,179
639057AS7 NATWEST GROUP PLC	AT COST	29,862	30,344
808513105 SCHWAB CHARLES CORP	AT COST	11,070	13,686
81762P102 SERVICENOW INC	AT COST	26,050	26,730
82509L107 SHOPIFY INC-A W/I	AT COST	17,844	19,148
871607107 SYNOPSYS INC COM	AT COST	13,009	14,868
88579Y101 3M CO	AT COST	11,144	16,290
91159HJV3 US BANCORP	AT COST	30,221	30,601
95000U3E1 WELLS FARGO & CO	AT COST	30,556	30,977
G0403H108 AON PLC/IRELAND A	AT COST	11,094	13,200
L8681T102 SPOTIFY TECHNOLOGY S	AT COST	10,904	14,579
V7780T103 ROYAL CARIBBEAN CRUI	AT COST	11,605	17,536

Category	Amount	Net Investment Income
FOREIGN TAXES	1,141	1,141
FEDERAL TAX PAYMENT - PRIOR YE	4,925	0
FEDERAL ESTIMATES - PRINCIPAL	8,816	0
FOREIGN TAXES ON NONQUALIFIED	397	397

Description	Amount
MUTUAL FUND TIMING ADJ	946
PY PURCHASE OF ACCRUED INTEREST	1,867
COST BASIS ADJUSTMENT	386