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 01-01-2024 , and ending 12-31-2024

Name of foundation
ANGELINE E KIRBY MEM HLTH CTR TR

Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219

A Employer identification number

24-6016398

B Telephone number (see instructions)

(412) 768-9680

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

$13,056,164J 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...	241,013		240,062
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		345,072
b	Gross sales price for all assets on line 6a 1,747,605
7	Capital gain net income (from Part IV, line 2)...			345,072
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	188	188
12	Total. Add lines 1 through 11........	586,273		585,322
13	Compensation of officers, directors, trustees, etc.	31,032		24,826		6,206
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)...	List of Attached Documents: // Content	10,565	2,391		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	7	7
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	41,604		27,224	0	6,206
25	Contributions, gifts, grants paid.......	510,583				510,583
26	Total expenses and disbursements. Add lines 24 and 25	552,187		27,224	0	516,789
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	34,086
b	Net investment income (if negative, enter -0-)			558,098
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.........	400,741	584,458	584,458
	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)	745,074	List of Attached Documents: // Content 761,041	784,876
	b	Investments—corporate stock (attach schedule).......	2,338,842	List of Attached Documents: // Content 2,371,134	4,697,077
	c	Investments—corporate bonds (attach schedule).......	99,172
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,761,613	List of Attached Documents: // Content 4,697,383	6,989,753
	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)	8,345,442	8,414,016	13,056,164
	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........	8,345,442	8,414,016
	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).....	8,345,442	8,414,016
	30	Total liabilities and net assets/fund balances (see instructions).	8,345,442	8,414,016

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

8,345,442

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

34,086

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

List of Attached Documents:

// Content

34,488

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

8,414,016

Decreases not included in line 2 (itemize) right arrow

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

8,414,016

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. ABBVIE INC		2017-06-20	2024-01-03
b	3. AMERIPRISE FINANCIAL INC		2017-03-31	2024-01-03
c	1. BROADCOM INC		2020-06-16	2024-01-03
d	1. THE CIGNA GROUP		2022-06-30	2024-01-03
e	4. CHEVRON CORPORATION		2018-06-28	2024-01-03
	10. EXXON MOBIL CORP		2022-11-11	2024-01-03
	2. ELI LILLY & CO		2018-10-15	2024-01-03
	9. NEXTERA ENERGY INC		2012-07-16	2024-01-03
	28. ABBVIE INC		2017-06-20	2024-01-18
	16. THE CIGNA GROUP		2021-06-22	2024-01-18
	10. JOHNSON & JOHNSON		2023-10-11	2024-01-18
	49. JOHNSON & JOHNSON		2020-05-21	2024-01-18
	72. AMERICAN WATER WORKS CO INC		2015-12-17	2024-01-19
	32. EXXON MOBIL CORP		2022-05-24	2024-01-19
	53. TOTALENERGIES SE		2015-09-09	2024-01-19
	156. PROCTER & GAMBLE CO		2019-01-30	2024-01-29
	.25 FEDERAL NATL MTG ASSN		2005-06-02	2024-01-31
	13. UNITEDHEALTH GROUP INC		2016-11-28	2024-01-31
	129. BUNGE GLOBAL SA		2021-02-22	2024-01-31
	12460.631 WESTERN ASSET CORE PLUS		2019-12-26	2024-02-14
	2. BROADCOM INC		2020-06-16	2024-02-15
	3. ELI LILLY & CO		2018-10-15	2024-02-15
	.32 FEDERAL NATL MTG ASSN		2005-06-02	2024-02-29
	11. ABBOTT LABORATORIES INC		2016-06-07	2024-03-01
	13. ABBOTT LABORATORIES INC		2022-05-12	2024-03-01
	6. ABBVIE INC		2017-06-20	2024-03-01
	16. ABBVIE INC		2019-11-26	2024-03-01
	6. ABBVIE INC		2020-02-13	2024-03-01
	6. AIR PRODUCTS & CHEMICALS INC		2022-11-22	2024-03-01
	4. AIR PRODUCTS & CHEMICALS INC		2022-10-26	2024-03-01
	77. ALPHABET INC/CA-CL A		2023-06-21	2024-03-01
	2. ALPHABET INC/CA-CL A		2021-02-05	2024-03-01
	51. AMAZON COM INC		2023-06-21	2024-03-01
	25. AMAZON COM INC		2018-02-22	2024-03-01
	3. AMERICAN EXPRESS CO		2024-01-18	2024-03-01
	10. AMERICAN WATER WORKS CO INC		2022-06-06	2024-03-01
	3. AMERIPRISE FINANCIAL INC		2017-03-31	2024-03-01
	4. AMERIPRISE FINANCIAL INC		2019-06-10	2024-03-01
	5. AMGEN INC		2023-10-11	2024-03-01
	4. APPLE INC		2020-06-16	2024-03-01
	84. APPLE INC		2006-07-24	2024-03-01
	6. ATMOS ENERGY CORP		2024-01-19	2024-03-01
	1. AUTOZONE INC		2018-09-21	2024-03-01
	100000. BB&T CORPORATION SER DMTN CALL 09/26/2024		2019-04-05	2024-03-01
	49. BANK OF AMERICA CORP		2023-12-19	2024-03-01
	45. BANK OF AMERICA CORP		2016-11-17	2024-03-01
	1. BLACKROCK INC EXCH 10/02/2024		2022-03-17	2024-03-01
	2. BLACKROCK INC EXCH 10/02/2024		2020-08-31	2024-03-01
	7. BLACKSTONE INC		2021-11-09	2024-03-01
	7. BLACKSTONE INC		2021-11-23	2024-03-01
	40. BOSTON SCIENTIFIC CORP		2023-09-07	2024-03-01
	3. BROADCOM INC		2020-06-16	2024-03-01
	8. BROADCOM INC		2023-08-28	2024-03-01
	1. BROADCOM INC		2023-11-01	2024-03-01
	3. CDW CORP/DE		2024-02-15	2024-03-01
	7. CDW CORP/DE		2014-09-30	2024-03-01
	5. CDW CORP/DE		2014-07-10	2024-03-01
	2. THE CIGNA GROUP		2021-06-22	2024-03-01
	3. CME GROUP INC		2023-10-11	2024-03-01
	2. CME GROUP INC		2023-10-18	2024-03-01
	23. CSX CORP		2023-07-10	2024-03-01
	52. CSX CORP		2023-07-11	2024-03-01
	20. CSX CORP		2023-07-11	2024-03-01
	13. CADENCE DESIGN SYSTEMS INC		2023-10-05	2024-03-01
	2. CASEYS GENERAL STORES INC		2024-01-31	2024-03-01
	3. CELANESE CORP		2023-04-14	2024-03-01
	13. CHEVRON CORPORATION		2018-06-28	2024-03-01
	12. CHEVRON CORPORATION		2022-05-20	2024-03-01
	3. CINTAS CORP		2023-03-08	2024-03-01
	4. CINTAS CORP		2019-04-15	2024-03-01
	2. CINTAS CORP		2023-06-30	2024-03-01
	17. COCA COLA CO		2022-04-28	2024-03-01
	14. COCA COLA CO		2022-03-18	2024-03-01
	27. COMCAST CORPORATION CL A		2023-08-17	2024-03-01
	30. COMCAST CORPORATION CL A		2009-09-04	2024-03-01
	6. COSTCO WHOLESALE CORP		2018-07-25	2024-03-01
	1. DEERE & CO		2023-05-15	2024-03-01
	1. DEERE & CO		2021-01-14	2024-03-01
	14. EASTMAN CHEM CO		2022-02-15	2024-03-01
	12. EXTRA SPACE STORAGE INC		2014-11-18	2024-03-01
	20. EXXON MOBIL CORP		2022-09-01	2024-03-01
	30. EXXON MOBIL CORP		2021-02-11	2024-03-01
	24. META PLATFORMS INC		2023-06-21	2024-03-01
	3. META PLATFORMS INC		2023-03-15	2024-03-01
	29. FOX CORP - CLASS A - W/I		2022-04-20	2024-03-01
	14. FOX CORP - CLASS A - W/I		2022-06-28	2024-03-01
	5. THE HERSHEY COMPANY		2022-09-01	2024-03-01
	4. THE HERSHEY COMPANY		2022-06-06	2024-03-01
	11. HESS CORPORATION		2022-06-29	2024-03-01
	4. HOME DEPOT INC		2012-01-19	2024-03-01
	10. HOME DEPOT INC		2023-08-28	2024-03-01
	5. HONEYWELL INTL INC		2023-11-27	2024-03-01
	9. HONEYWELL INTL INC		2023-11-29	2024-03-01
	3. HONEYWELL INTL INC		2023-11-30	2024-03-01
	6. HUBBELL INC		2020-08-31	2024-03-01
	2. HUBBELL INC		2023-09-19	2024-03-01
	2. ILLINOIS TOOL WORKS INC		2023-11-27	2024-03-01
	6. ILLINOIS TOOL WORKS INC		2023-11-29	2024-03-01
	1. ILLINOIS TOOL WORKS INC		2023-11-30	2024-03-01
	26. INTERPUBLIC GROUP COMPANIES INC		2023-08-17	2024-03-01
	15. INTERPUBLIC GROUP COMPANIES INC		2020-11-24	2024-03-01
	5. INTUIT SOFTWARE		2023-11-01	2024-03-01
	35. INVITATION HOMES INC		2019-06-04	2024-03-01
	2. JPMORGAN CHASE & CO		2023-08-16	2024-03-01
	13. JPMORGAN CHASE & CO		2023-11-27	2024-03-01
	10. JPMORGAN CHASE & CO		2009-03-17	2024-03-01
	6. JOHNSON & JOHNSON		2020-05-21	2024-03-01
	17. JOHNSON & JOHNSON		2022-05-12	2024-03-01
	5. LAM RESEARCH CORP EXCH 10/03/2024		2019-06-06	2024-03-01
	2. LAM RESEARCH CORP EXCH 10/03/2024		2021-02-23	2024-03-01
	3. ELI LILLY & CO		2018-10-15	2024-03-01
	12. ELI LILLY & CO		2018-07-10	2024-03-01
	2. ELI LILLY & CO		2018-07-09	2024-03-01
	6. MARSH & MCLENNAN		2019-02-25	2024-03-01
	3. MARSH & MCLENNAN		2023-05-17	2024-03-01
	7. MARRIOTT INTERNATIONAL INC		2024-01-29	2024-03-01
	6. MASTERCARD INC CL A		2016-11-04	2024-03-01
	4. MCDONALD'S CORP		2022-06-27	2024-03-01
	5. MCDONALD'S CORP		2022-11-21	2024-03-01
	18. MERCK & CO INC		2022-11-22	2024-03-01
	19. MERCK & CO INC		2021-06-24	2024-03-01
	4. MICROSOFT CORP		2022-11-11	2024-03-01
	23. MICROSOFT CORP		2023-11-01	2024-03-01
	30. MICROSOFT CORP		2016-10-28	2024-03-01
	25. MICRON TECHNOLOGY INC		2021-02-05	2024-03-01
	16. MONDELEZ INTERNATIONAL		2021-04-30	2024-03-01
	20. MORGAN STANLEY		2020-01-24	2024-03-01
	14. MORGAN STANLEY		2020-12-22	2024-03-01
	5. MOTOROLA SOLUTIONS INC		2022-11-11	2024-03-01
	1. MOTOROLA SOLUTIONS INC		2018-03-12	2024-03-01
	4. MOTOROLA SOLUTIONS INC		2018-03-12	2024-03-01
	9. NEXSTAR MEDIA GROUP INC		2022-05-24	2024-03-01
	16. NEXTERA ENERGY INC		2012-07-16	2024-03-01
	14. NEXTERA ENERGY INC		2022-06-06	2024-03-01
	17. PACCAR INC		2023-06-22	2024-03-01
	14. PACCAR INC		2023-06-30	2024-03-01
	2. PARKER HANNIFIN CORP		2024-01-19	2024-03-01
	6. PEPSICO INC		2012-07-16	2024-03-01
	11. PEPSICO INC		2023-09-07	2024-03-01
	9. PHILIP MORRIS INTERNAT-W/I		2020-01-24	2024-03-01
	11. PHILIP MORRIS INTERNAT-W/I		2022-03-18	2024-03-01
	7. PIONEER NAT RES CO MERGED 05/03/2024		2022-03-04	2024-03-01
	5. PIONEER NAT RES CO MERGED 05/03/2024		2021-03-01	2024-03-01
	8. PROCTER & GAMBLE CO		2023-08-16	2024-03-01
	7. PROCTER & GAMBLE CO		2018-11-07	2024-03-01
	4. PROLOGIS INC		2023-04-27	2024-03-01
	5. PROLOGIS INC		2023-04-27	2024-03-01
	6. QUANTA SVCS INC		2021-06-24	2024-03-01
	4. QUANTA SVCS INC		2020-06-11	2024-03-01
	4. S&P GLOBAL INC		2016-07-29	2024-03-01
	1. S&P GLOBAL INC		2023-11-30	2024-03-01
	22. SCHLUMBERGER LTD		2022-11-11	2024-03-01
	37. SCHLUMBERGER LTD		2021-01-13	2024-03-01
	9. SEMPRA		2024-01-19	2024-03-01
	10. SERVICE CORP INTERNATIONAL		2021-12-13	2024-03-01
	11. SERVICE CORP INTERNATIONAL		2022-06-28	2024-03-01
	5. SERVICE NOW INC		2023-08-28	2024-03-01
	6. SIMON PROPERTY GROUP INC		2024-01-18	2024-03-01
	2. SNAP ON INC		2023-08-16	2024-03-01
	8. STARBUCKS CORP		2022-11-21	2024-03-01
	7. STRYKER CORP		2023-09-07	2024-03-01
	2. STRYKER CORP		2023-09-19	2024-03-01
	8. TJX COMPANIES INC NEW		2023-02-09	2024-03-01
	21. TJX COMPANIES INC NEW		2023-02-09	2024-03-01
	11. TJX COMPANIES INC NEW		2023-02-09	2024-03-01
	28. TAIWAN SEMICONDUCTOR MTG CO		2020-12-09	2024-03-01
	3. THERMO FISHER SCIENTIFIC INC		2020-08-06	2024-03-01
	18. TOTALENERGIES SE		2015-09-09	2024-03-01
	3. THE TRAVELERS COS INC		2024-02-15	2024-03-01
	21. US BANCORP DEL		2022-03-17	2024-03-01
	6. UNITED PARCEL SERVICE CL B		2023-06-22	2024-03-01
	5. UNITED PARCEL SERVICE CL B		2023-06-30	2024-03-01
	2. UNITEDHEALTH GROUP INC		2021-07-26	2024-03-01
	3. UNITEDHEALTH GROUP INC		2023-09-07	2024-03-01
	9. VERIZON COMMUNICATIONS INC		2013-06-20	2024-03-01
	16. VERIZON COMMUNICATIONS INC		2019-09-17	2024-03-01
	13. VISA INC		2021-06-02	2024-03-01
	2. VISA INC		2021-07-30	2024-03-01
	11. WEC ENERGY GROUP INC		2022-09-19	2024-03-01
	8. WEC ENERGY GROUP INC		2022-06-28	2024-03-01
	4. ZOETIS INC		2021-12-15	2024-03-01
	5. ACCENTURE PLC CLASS A		2022-11-11	2024-03-01
	9. ACCENTURE PLC CLASS A		2023-10-05	2024-03-01
	7. MEDTRONIC PLC		2024-01-18	2024-03-01
	3. TRANE TECHNOLOGIES PLC		2023-05-15	2024-03-01
	5. CHUBB LTD		2023-11-27	2024-03-01
	1. BANK OF AMERICA XXX-XX-XXXX		2001-01-01	2024-03-20
	4. DEERE & CO		2023-05-15	2024-03-28
	22. DEERE & CO		2021-03-01	2024-03-28
	8. MCDONALD'S CORP		2022-06-27	2024-03-28
	1.13 FEDERAL NATL MTG ASSN		2005-06-02	2024-03-31
	13000. USA TREASURY NOTES 02.250% DUE 03/31/2024		2023-06-22	2024-03-31
	25000. USA TREASURY NOTES 02.250% DUE 03/31/2024		2023-03-08	2024-03-31
	36. DEERE & CO		2021-01-14	2024-04-02
	297. INTERPUBLIC GROUP COMPANIES INC		2020-11-23	2024-04-02
	359. VERIZON COMMUNICATIONS INC		2020-07-29	2024-04-02
	20. ULTA BEAUTY INC		2023-04-14	2024-04-10
	.56 FEDERAL NATL MTG ASSN		2005-06-02	2024-04-30
	26. COMCAST CORPORATION CL A		2023-08-17	2024-05-01
	48. COMCAST CORPORATION CL A		2018-09-17	2024-05-01
	57. INTERPUBLIC GROUP COMPANIES INC		2023-08-17	2024-05-01
	39. INTERPUBLIC GROUP COMPANIES INC		2020-11-25	2024-05-01
	6. MCDONALD'S CORP		2015-10-28	2024-05-01
	26. MOTOROLA SOLUTIONS INC		2020-05-21	2024-05-01
	1644. ISHARES TIPS BOND		2016-11-10	2024-05-06
	169. STARBUCKS CORP		2022-11-21	2024-05-09
	63. TJX COMPANIES INC NEW		2023-02-09	2024-05-09
	.314 EXXON MOBIL CORP		2022-03-04	2024-05-10
	.667 EXXON MOBIL CORP		2021-02-05	2024-05-10
	160. EXXON MOBIL CORP		2022-03-04	2024-05-14
	23. HESS CORPORATION		2022-06-29	2024-05-14
	.64 FEDERAL NATL MTG ASSN		2005-06-02	2024-05-31
	18. ATMOS ENERGY CORP		2024-01-19	2024-06-21
	203. INTERPUBLIC GROUP COMPANIES INC		2020-11-25	2024-06-21
	34. INTERPUBLIC GROUP COMPANIES INC		2020-11-30	2024-06-21
	3. ELI LILLY & CO		2018-10-15	2024-06-21
	31. SNAP ON INC		2023-08-16	2024-06-21
	12. CHEVRON CORPORATION		2018-06-28	2024-06-24
	50. EXXON MOBIL CORP		2022-04-28	2024-06-24
	200. TOTALENERGIES SE		2015-09-09	2024-06-24
	7. TOTALENERGIES SE		2020-03-02	2024-06-24
	5. AMERIPRISE FINANCIAL INC		2017-03-31	2024-06-25
	57. BANK OF AMERICA CORP		2023-12-19	2024-06-25
	111. BOSTON SCIENTIFIC CORP		2023-09-07	2024-06-25
	3. BROADCOM INC		2020-06-16	2024-06-25
	591. CSX CORP		2023-07-11	2024-06-25
	394. FOX CORP - CLASS A - W/I		2022-04-20	2024-06-25
	3. ELI LILLY & CO		2018-07-10	2024-06-25
	10. MARSH & MCLENNAN		2019-02-25	2024-06-25
	101. ZOETIS INC		2021-12-15	2024-06-25
	7. ACCENTURE PLC CLASS A		2023-10-05	2024-06-25
	41. ACCENTURE PLC CLASS A		2019-05-10	2024-06-25
	19. AMERIPRISE FINANCIAL INC		2019-06-10	2024-06-26
	5. BROADCOM INC		2020-06-17	2024-06-26
	21. MICRON TECHNOLOGY INC		2021-02-05	2024-06-26
	16. MOTOROLA SOLUTIONS INC		2018-03-12	2024-06-26
	.32 FEDERAL NATL MTG ASSN		2005-06-02	2024-06-30
	13000. USA TREASURY NOTES		2023-07-05	2024-07-01
	25000. USA TREASURY NOTES		2023-05-30	2024-07-01
	33. MERCK & CO INC		2021-11-18	2024-07-17
	.31 FEDERAL NATL MTG ASSN		2005-06-02	2024-07-31
	191. EXXON MOBIL CORP		2021-02-05	2024-08-27
	121. UNITED PARCEL SERVICE CL B		2020-10-30	2024-08-27
	24. BROADCOM INC		2020-06-16	2024-08-29
	3. ELI LILLY & CO		2018-10-15	2024-08-29
	71. UNITED PARCEL SERVICE CL B		2020-10-29	2024-08-29
	.79 FEDERAL NATL MTG ASSN		2005-06-02	2024-08-31
	25000. USA TREASURY NOTES 01.250% DUE 08/31/2024		2023-03-08	2024-09-03
	16. AIR PRODUCTS & CHEMICALS INC		2023-10-10	2024-09-19
	57. AIR PRODUCTS & CHEMICALS INC		2016-03-31	2024-09-19
	.38 FEDERAL NATL MTG ASSN		2005-06-02	2024-09-30
	3000. USA TREASURY NOTES 4.250% DUE 09/30/2024		2024-03-04	2024-09-30
	24000. USA TREASURY NOTES 4.250% DUE 09/30/2024		2024-09-04	2024-09-30
	13000. USA TREASURY NOTES 4.250% DUE 09/30/2024		2023-06-22	2024-09-30
	104. CSX CORP		2024-04-02	2024-10-23
	638. CSX CORP		2023-07-11	2024-10-23
	7. ELI LILLY & CO		2018-07-09	2024-10-23
	66. MERCK & CO INC		2021-06-24	2024-10-23
	.47 FEDERAL NATL MTG ASSN		2005-06-02	2024-10-31
	75. AIR PRODUCTS & CHEMICALS INC		2022-06-28	2024-11-05
	476. SCHLUMBERGER LTD		2021-01-13	2024-11-05
	132. CELANESE CORP		2023-04-13	2024-11-08
	50. CDW CORP/DE		2023-12-19	2024-11-19
	177. CSX CORP		2023-11-27	2024-11-19
	241. CSX CORP		2023-07-10	2024-11-19
	175. SCHLUMBERGER LTD		2022-11-11	2024-11-19
	169. COCA COLA CO		2022-04-28	2024-11-20
	46. THE HERSHEY COMPANY		2021-05-13	2024-11-20
	199. ABBVIE INC		2019-11-26	2024-11-26
	11. APPLE INC		2024-06-25	2024-11-26
	115. APPLE INC		2006-07-24	2024-11-26
	74. BOSTON SCIENTIFIC CORP		2023-06-21	2024-11-26
	13. BROADCOM INC		2023-11-01	2024-11-26
	94. CDW CORP/DE		2014-09-30	2024-11-26
	59. INTUIT SOFTWARE		2019-02-12	2024-11-26
	6. MICROSOFT CORP		2024-06-25	2024-11-26
	6. MICROSOFT CORP		2024-06-25	2024-11-26
	3. MICROSOFT CORP		2016-10-28	2024-11-26
	146. PEPSICO INC		2023-09-07	2024-11-26
	17. PEPSICO INC		2023-09-07	2024-11-26
	7. SERVICE NOW INC		2023-08-28	2024-11-26
	18. STRYKER CORP		2022-05-13	2024-11-26
	27. TAIWAN SEMICONDUCTOR MTG CO		2020-12-09	2024-11-26
	13. UNITEDHEALTH GROUP INC		2023-09-07	2024-11-26
	.69 FEDERAL NATL MTG ASSN		2005-06-02	2024-11-30
	15. HONEYWELL INTL INC		2023-10-11	2024-12-12
	26. BROADCOM INC		2020-06-16	2024-12-24
	32. THE CIGNA GROUP		2021-06-22	2024-12-24
	.26 FEDERAL NATL MTG ASSN		2005-06-02	2024-12-31
	39000. USA TREASURY NOTES 02.250% DUE 12/31/2024		2023-05-30	2024-12-31
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	802	389	413
b	1,149	391	758
c	1,060	310	750
d	306	264	42
e	602	503	99
	1,027	1,131	-104
	1,227	222	1,005
	551	157	394
	4,537	2,007	2,530
	4,830	4,061	769
	1,604	1,575	29
	7,860	7,963	-103
	9,032	4,285	4,747
	3,096	3,096
	3,369	2,459	910
	24,360	15,339	9,021

	6,594	2,719	3,875
	11,438	9,965	1,473
	115,385	148,117	-32,732
	2,527	620	1,907
	2,278	333	1,945

	1,307	432	875
	1,544	1,382	162
	1,063	430	633
	2,836	1,781	1,055
	1,063	578	485
	1,411	1,848	-437
	940	1,011	-71
	10,604	9,287	1,317
	275	206	69
	9,066	6,357	2,709
	4,444	1,867	2,577
	658	537	121
	1,187	1,562	-375
	1,219	391	828
	1,625	607	1,018
	1,408	1,410	-2
	711	351	360
	14,935	183	14,752
	676	678	-2
	3,004	767	2,237
	98,231	99,172	-941
	1,687	1,639	48
	1,549	905	644
	808	737	71
	1,616	1,200	416
	888	997	-109
	887	989	-102
	2,682	2,178	504
	4,124	930	3,194
	10,997	6,853	4,144
	1,375	841	534
	744	726	18
	1,736	218	1,518
	1,239	159	1,080
	665	472	193
	655	650	5
	436	434	2
	874	773	101
	1,976	1,755	221
	760	675	85
	4,070	3,039	1,031
	612	548	64
	459	335	124
	1,999	1,635	364
	1,845	2,027	-182
	1,885	1,314	571
	2,514	833	1,681
	1,257	992	265
	1,013	1,118	-105
	835	857	-22
	1,158	1,258	-100
	1,288	243	1,045
	4,490	1,314	3,176
	364	372	-8
	363	305	58
	1,227	1,726	-499
	1,695	852	843
	2,124	1,866	258
	3,184	1,520	1,664
	11,988	6,748	5,240
	1,499	580	919
	851	1,141	-290
	411	464	-53
	936	1,131	-195
	749	844	-95
	1,635	1,223	412
	1,534	182	1,352
	3,835	3,261	574
	989	965	24
	1,780	1,758	22
	594	585	9
	2,304	935	1,369
	768	634	134
	518	484	34
	1,553	1,452	101
	259	240	19
	809	841	-32
	467	346	121
	3,309	2,450	859
	1,202	904	298
	371	300	71
	2,412	1,988	424
	1,856	242	1,614
	975	882	93
	2,758	2,987	-229
	4,829	915	3,914
	1,931	1,090	841
	2,330	333	1,997
	9,320	2,456	6,864
	1,553	176	1,377
	1,209	577	632
	605	543	62
	1,751	1,684	67
	2,846	622	2,224
	1,164	990	174
	1,455	1,369	86
	2,294	1,922	372
	2,423	1,450	973
	1,650	972	678
	9,489	7,917	1,572
	12,378	1,811	10,567
	2,382	2,028	354
	1,161	969	192
	1,728	1,089	639
	1,209	939	270
	1,668	1,295	373
	334	109	225
	1,334	436	898
	1,486	1,518	-32
	879	279	600
	770	1,137	-367
	1,918	1,327	591
	1,579	1,174	405
	1,076	932	144
	984	422	562
	1,804	1,938	-134
	804	775	29
	982	1,036	-54
	1,663	1,669	-6
	1,187	743	444
	1,269	1,236	33
	1,111	636	475
	531	487	44
	664	609	55
	1,445	550	895
	962	150	812
	1,717	489	1,228
	429	414	15
	1,091	1,202	-111
	1,831	971	860
	628	654	-26
	730	685	45
	803	762	41
	3,873	2,844	1,029
	895	850	45
	552	538	14
	748	784	-36
	2,469	2,039	430
	705	586	119
	784	677	107
	2,058	1,705	353
	1,078	893	185
	3,781	2,969	812
	1,730	1,243	487
	1,166	817	349
	657	657
	870	1,180	-310
	888	1,033	-145
	739	881	-142
	971	825	146
	1,457	1,448	9
	360	445	-85
	641	948	-307
	3,673	3,006	667
	565	485	80
	852	1,114	-262
	620	798	-178
	769	917	-148
	1,899	1,447	452
	3,419	2,772	647
	585	606	-21
	853	534	319
	1,253	1,137	116
	47		47
	1,643	1,489	154
	9,035	7,906	1,129
	2,260	1,979	281
	1	1
	13,000	13,000
	25,000	25,000
	14,653	10,973	3,680
	9,534	6,747	2,787
	15,229	19,293	-4,064
	9,000	10,644	-1,644
	1	1
	998	1,211	-213
	1,842	1,806	36
	1,736	1,843	-107
	1,188	898	290
	1,633	674	959
	8,806	4,197	4,609
	174,166	199,595	-25,429
	12,533	16,555	-4,022
	6,229	5,115	1,114
	37	32	5
	79	33	46
	18,726	16,423	2,303
	3,654	2,557	1,097
	1	1
	2,119	2,035	84
	5,956	4,630	1,326
	993	763	230
	2,671	333	2,338
	8,235	8,337	-102
	1,890	1,509	381
	5,628	4,447	1,181
	13,428	8,939	4,489
	469	307	162
	2,193	651	1,542
	2,254	1,907	347
	8,526	6,043	2,483
	4,774	930	3,844
	19,276	19,643	-367
	13,574	15,396	-1,822
	2,694	264	2,430
	2,139	929	1,210
	17,060	20,467	-3,407
	2,156	2,156
	12,626	7,116	5,510
	8,250	2,885	5,365
	8,000	1,567	6,433
	3,019	1,704	1,315
	6,144	1,746	4,398

	13,000	13,000
	25,000	25,000
	4,154	2,729	1,425

	22,573	11,727	10,846
	15,492	19,577	-4,085
	3,862	744	3,118
	2,852	333	2,519
	9,063	11,649	-2,586
	1	1
	25,000	25,000
	4,646	4,620	26
	16,552	9,771	6,781

	3,000	3,000
	24,000	24,000
	13,000	13,000
	3,487	3,809	-322
	21,391	21,179	212
	6,314	616	5,698
	7,027	5,038	1,989

	22,917	18,569	4,348
	19,289	12,162	7,127
	11,315	14,647	-3,332
	8,731	11,366	-2,635
	6,143	6,308	-165
	8,364	8,096	268
	7,510	9,557	-2,047
	10,557	10,893	-336
	7,857	8,331	-474
	35,428	17,409	18,019
	2,581	2,307	274
	26,980	250	26,730
	6,627	3,995	2,632
	2,154	1,093	1,061
	16,845	2,922	13,923
	37,472	15,213	22,259
	2,534	2,692	-158
	2,534	2,692	-158
	1,267	181	1,086
	23,689	25,722	-2,033
	2,758	2,995	-237
	7,451	3,982	3,469
	6,982	4,779	2,203
	4,946	2,858	2,088
	7,842	6,277	1,565
	1	1
	3,425	2,829	596
	6,195	806	5,389
	8,897	7,558	1,339

	39,000	39,000
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508
			86,508

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			413
b			758
c			750
d			42
e			99
			-104
			1,005
			394
			2,530
			769
			29
			-103
			4,747

			910
			9,021

			3,875
			1,473
			-32,732
			1,907
			1,945

			875
			162
			633
			1,055
			485
			-437
			-71
			1,317
			69
			2,709
			2,577
			121
			-375
			828
			1,018
			-2
			360
			14,752
			-2
			2,237
			-941
			48
			644
			71
			416
			-109
			-102
			504
			3,194
			4,144
			534
			18
			1,518
			1,080
			193
			5
			2
			101
			221
			85
			1,031
			64
			124
			364
			-182
			571
			1,681
			265
			-105
			-22
			-100
			1,045
			3,176
			-8
			58
			-499
			843
			258
			1,664
			5,240
			919
			-290
			-53
			-195
			-95
			412
			1,352
			574
			24
			22
			9
			1,369
			134
			34
			101
			19
			-32
			121
			859
			298
			71
			424
			1,614
			93
			-229
			3,914
			841
			1,997
			6,864
			1,377
			632
			62
			67
			2,224
			174
			86
			372
			973
			678
			1,572
			10,567
			354
			192
			639
			270
			373
			225
			898
			-32
			600
			-367
			591
			405
			144
			562
			-134
			29
			-54
			-6
			444
			33
			475
			44
			55
			895
			812
			1,228
			15
			-111
			860
			-26
			45
			41
			1,029
			45
			14
			-36
			430
			119
			107
			353
			185
			812
			487
			349

			-310
			-145
			-142
			146
			9
			-85
			-307
			667
			80
			-262
			-178
			-148
			452
			647
			-21
			319
			116
			47
			154
			1,129
			281



			3,680
			2,787
			-4,064
			-1,644

			-213
			36
			-107
			290
			959
			4,609
			-25,429
			-4,022
			1,114
			5
			46
			2,303
			1,097

			84
			1,326
			230
			2,338
			-102
			381
			1,181
			4,489
			162
			1,542
			347
			2,483
			3,844
			-367
			-1,822
			2,430
			1,210
			-3,407

			5,510
			5,365
			6,433
			1,315
			4,398



			1,425

			10,846
			-4,085
			3,118
			2,519
			-2,586


			26
			6,781




			-322
			212
			5,698
			1,989

			4,348
			7,127
			-3,332
			-2,635
			-165
			268
			-2,047
			-336
			-474
			18,019
			274
			26,730
			2,632
			1,061
			13,923
			22,259
			-158
			-158
			1,086
			-2,033
			-237
			3,469
			2,203
			2,088
			1,565

			596
			5,389
			1,339

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	345,072
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	7,758
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	7,758
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	7,758
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,893
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,744
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	11,637
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	3,879
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax3,879	Refunded	11	0

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

PNC BANK Telephone no. right arrow

(412) 768-9680

Located at right arrow

500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4 right arrow

15219

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)

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)

(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
PNC BANK N A	TRUSTEE 5	31,032
500 FIRST AVE P7-PFSC-03-Z PITTSBURGH,PA15219	TRUSTEE 5	31,032

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

12,515,115

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

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

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

12,515,115

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

12,515,115

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

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

187,727

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

12,327,388

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

616,369

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

616,369

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

7,758

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

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

7,758

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

608,611

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

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

608,611

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

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

608,611

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 ..........

516,789

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. .......

516,789

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					608,611
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				329,260
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 516,789
a Applied to 2023, but not more than line 2a				329,260
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.....					187,529
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					421,082
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

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).)

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.

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
THE ANGELINE ELIZABETH KIRBY MEMORIAL HEALTH CENTER 71 N FRANKLIN STREET WILKESBARRE,PA18701	NONE	PC	GENERAL SUPPORT	510,583
Total ................................. 3a				510,583

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	241,013
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	345,072
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSECTION 897 CAPITA			1	188
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				586,273

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

586,273

(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

Name of Bond	End of Year Book Value	End of Year Fair Market Value
05531FBB8 BB&T CORPORATION SER
459200HG9 IBM CORP SR UNSECD
88579YAF8 3M COMPANY SER MTN N

Name of Stock	End of Year Book Value	End of Year Fair Market Value
166764100 CHEVRON CORPORATION	42,451	45,625
172908105 CINTAS CORP	34,159	71,618
256677105 DOLLAR GENERAL CORP
260003108 DOVER CORP
291011104 EMERSON ELECTRIC CO
297178105 ESSEX PPTY TR INC RE
369550108 GENERAL DYNAMICS COR
370334104 GENERAL MILLS INC
437076102 HOME DEPOT INC	8,877	54,070
443510607 HUBBELL INC	26,234	42,727
460690100 INTERPUBLIC GROUP CO
461202103 INTUIT SOFTWARE
478160104 JOHNSON & JOHNSON	49,256	47,291
512807108 LAM RESEARCH CORP
532457108 ELI LILLY & CO	13,803	115,800
539830109 LOCKHEED MARTIN CORP
571748102 MARSH & MCLENNAN COM	16,065	35,685
580135101 MCDONALD'S CORP	47,073	61,457
594918104 MICROSOFT CORP	37,027	321,183
609207105 MONDELEZ INTERNATION	7,388	7,287
617446448 MORGAN STANLEY	22,890	52,300
620076307 MOTOROLA SOLUTIONS I	16,804	67,948
631103108 NASDAQ INC
713448108 PEPSICO INC	6,335	10,948
718172109 PHILIP MORRIS INTERN	37,650	46,696
742718109 PROCTER & GAMBLE CO	34,155	55,660
747525103 QUALCOMM
863667101 STRYKER CORP	39,352	51,847
874039100 TAIWAN SEMICONDUCTOR	30,736	52,137
879360105 TELEDYNE TECHNOLOGIE
883556102 THERMO FISHER SCIENT	15,741	19,769
902973304 US BANCORP DEL COM N	7,052	10,475
911312106 UNITED PARCEL SERVIC
74762E102 QUANTA SVCS INC	11,411	59,101
03073E105 AMERISOURCEBERGEN CO
87612E106 TARGET CORP
34959E109 FORTINET INC
89151E109 TOTALENERGIES SE
00287Y109 ABBVIE INC	15,957	35,185
02079K305 ALPHABET INC/CA-CL A	27,079	194,979
03076C106 AMERIPRISE FINANCIAL	16,048	63,359
08579W103 BERRY GLOBAL GROUP I
09247X101 BLACKROCK INC
11135F101 BROADCOM INC	32,774	207,960
12514G108 CDW CORP/DE	2,674	14,619
17275R102 CISCO SYSTEMS INC
20030N101 COMCAST CORPORATION	12,679	26,684
22160K105 COSTCO WHOLESALE COR	20,814	57,725
22822V101 CROWN CASTLE INC
23331A109 D R HORTON INC
29362U104 ENTEGRIS, INC
29414B104 EPAM SYSTEMS INC
30225T102 EXTRA SPACE STORAGE	4,591	11,818
30303M102 META PLATFORMS INC	54,404	154,575
46187W107 INVITATION HOMES INC	13,405	16,592
46625H100 JPMORGAN CHASE & CO	15,303	111,465
57636Q104 MASTERCARD INC CL A	10,264	52,130
58933Y105 MERCK & CO INC	23,441	45,263
64110L106 NETFLIX INC
65339F101 NEXTERA ENERGY INC	26,761	37,135
74144T108 PRICE T ROWE GROUP I
78409V104 S&P GLOBAL INC	13,167	40,340
87807B107 TC ENERGY CORPORATIO
89832Q109 TRUIST FINANCIAL COR
91324P102 UNITEDHEALTH GROUP I	31,600	68,797
92343V104 VERIZON COMMUNICATIO	4,025	3,879
92939U106 WEC ENERGY GROUP INC	15,709	25,203
G1151C101 ACCENTURE PLC CLASS	18,104	32,716
G29183103 EATON CORP PLC SEDOL	31,929	35,510
001084102 AGCO CORP
002824100 ABBOTT LABORATORIES	31,388	44,565
009158106 AIR PRODUCTS & CHEMI
02005N100 ALLY FINANCIAL INC
023135106 AMAZON COM INC	59,696	183,629
030420103 AMERICAN WATER WORKS	8,320	19,171
037833100 APPLE INC	7,408	291,739
053332102 AUTOZONE INC	18,570	48,030
05352A100 AVANTOR INC
053611109 AVERY DENNISON CORP
060505104 BANK OF AMERICA CORP	32,046	64,387
070830104 L BRANDS INC - W/I
09260D107 BLACKSTONE INC	26,199	33,277
125523100 THE CIGNA GROUP
126650100 CVS HEALTH CORPORATI
149123101 CATERPILLAR INC	9,156	10,157
228368106 CROWN HOLDINGS INC
244199105 DEERE & CO
253393102 DICK'S SPORTING GOOD
277432100 EASTMAN CHEM CO	31,110	28,309
30231G102 EXXON MOBIL CORP	35,668	62,713
38141G104 GOLDMAN SACHS GROUP
427866108 THE HERSHEY COMPANY	14,985	12,024
595112103 MICRON TECHNOLOGY IN	19,041	21,208
701094104 PARKER HANNIFIN CORP	8,642	17,809
723787107 PIONEER NAT RES CO
744573106 PUBLIC SERVICE ENTER
806857108 SCHLUMBERGER LTD SED
817565104 SERVICE CORP INTERNA	22,932	26,580
882508104 TEXAS INSTRUMENTS IN
907818108 UNION PACIFIC CORP
926400102 VICTORIA'S SECRET &
92826C839 VISA INC CLASS A SHA	62,190	88,491
969904101 WILLIAMS SONOMA INC
98978V103 ZOETIS INC
G16962105 BUNGE LIMITED
G1890L107 CAPRI HLDGS LTD SEDO
025537101 AMERICAN ELECTRIC PO
191216100 COCA COLA CO	18,274	18,865
35137L105 FOX CORP - CLASS A -	11,401	16,712
42809H107 HESS CORPORATION	10,227	12,237
65336K103 NEXSTAR MEDIA GROUP	10,910	10,268
682189105 ON SEMICONDUCTOR COR
855244109 STARBUCKS CORP
94106L109 WASTE MANAGEMENT INC
G46188101 HORIZON THERAPEUTICS
H1467J104 CHUBB LTD SEDOL B3BQ	34,776	50,287
031162100 AMGEN INC	12,269	11,989
101137107 BOSTON SCIENTIFIC CO	14,011	23,223
12572Q105 CME GROUP INC A DERI	25,371	27,171
126408103 CSX CORP
127387108 CADENCE DESIGN SYSTE	24,004	34,853
150870103 CELANESE CORP
438516106 HONEYWELL INTL INC	52,895	64,153
452308109 ILLINOIS TOOL WORKS	57,877	59,587
693718108 PACCAR INC	30,663	41,296
74340W103 PROLOGIS INC	30,062	26,214
816851109 SEMPRA	10,626	12,983
81762P102 SERVICE NOW INC	29,426	57,246
828806109 SIMON PROPERTY GROUP	31,359	35,820
833034101 SNAP ON INC
872540109 TJX COMPANIES INC NE	46,253	67,654
89417E109 THE TRAVELERS COS IN	10,844	13,249
90384S303 ULTA BEAUTY INC
G8994E103 TRANE TECHNOLOGIES P	25,255	31,395
H11356104 BUNGE GLOBAL SA SEDO
025816109 AMERICAN EXPRESS CO	8,586	14,246
049560105 ATMOS ENERGY CORP	8,367	10,306
09290D101 BLACKROCK FUNDING IN	27,016	46,130
147528103 CASEYS GENERAL STORE	16,161	23,378
20825C104 CONOCOPHILLIPS	14,191	12,297
22788C105 CROWDSTRIKE HOLDINGS	21,155	18,819
254687106 DISNEY WALT CO	31,343	29,953
29261A100 ENCOMPASS HEALTH COR	14,281	15,607
512807306 LAM RESEARCH CORP	18,585	46,227
571903202 MARRIOTT INTERNATION	27,409	31,520
67066G104 NVIDIA CORP	254,610	256,360
754730109 RAYMOND JAMES FINANC	28,659	29,202
75513E101 RTX CORPORATION	13,467	13,076
780259305 SHELL PLC-W/I-ADR SE	25,166	21,865
893641100 TRANSDIGM GROUP INC	17,118	16,475
G51502105 JOHNSON CTLS INTL PL	9,324	10,813
G54950103 NEW LINDE PLC SEDOL	43,733	39,355
G5960L103 MEDTRONIC PLC SEDOL	8,747	8,068
V7780T103 ROYAL CARIBBEAN CRUI	14,175	20,531

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
256210105 DODGE & COX INCOME F	AT COST	300,000	255,146
316092857 FIDELITY REAL ESTATE
461418444 WCM FOCUSED INTL GRO	AT COST	350,000	419,037
464287176 ISHARES TIPS BOND ET
464287234 ISHARES MSCI EMERGIN	AT COST	164,511	166,444
464287242 ISHARES IBOXX $ INVE	AT COST	149,639	148,187
464287309 ISHARE S&P 500 GROWT	AT COST	299,411	895,901
464287648 ISHARES RUSSELL 2000	AT COST	349,273	622,555
464287705 ISHARES S&P MID-CAP	AT COST	258,720	368,257
464288638 ISHARES TRUST ISHARE	AT COST	249,939	237,358
464288646 ISHARES TRUST ISHARE	AT COST	299,769	296,448
922042775 VANGUARD FTSE ALL WO	AT COST	247,815	286,476
922908538 VANGUARD MID-CAP GRO	AT COST	232,814	384,431
922908553 VANGUARD REAL ESTATE
922908611 VANGUARD SMALL CAP V	AT COST	259,988	429,258
922908744 VANGUARD VALUE ETF	AT COST	350,502	612,527
46090E103 INVESCO QQQ TRUST ET	AT COST	297,590	579,735
97717X669 WISDOMTREE U.S. QUAL	AT COST	299,894	453,289
779556406 T ROWE PR MID CAP GR	AT COST	188,200	359,933
77958B402 T ROWE PRICE INSTITU
957663669 WESTERN ASSET CORE P
09260B382 BLACKROCK STRATEGIC	AT COST	149,686	148,707
912796V48 USA TREASURY BILLS D
46432F339 ISHARES MSCI USA QUA	AT COST	249,632	326,064

Description	Amount
REVERSAL ADJUSTMENT	34,316
MUTUAL FUND TIMING ADJ	37
COST BASIS ADJ	135

Category	Amount	Net Investment Income
FOREIGN TAXES	550	550
FEDERAL TAX PAYMENT - PRIOR YE	281	0
FEDERAL ESTIMATES - PRINCIPAL	7,893	0
FOREIGN TAXES ON QUALIFIED FOR	1,212	1,212
FOREIGN TAXES ON NONQUALIFIED	629	629