Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DOYLE R REDDELL TRUST
 
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

75-6242027
B Telephone number (see instructions)

(412) 395-6964
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,429,301J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 53,497 53,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,762
b Gross sales price for all assets on line 6a 1,087,673
7 Capital gain net income (from Part IV, line 2)... 151,762
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 205,259 205,143  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,933 24,746   6,187
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,350 0 0 4,350
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,334 819   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,617 25,565 0 10,537
25 Contributions, gifts, grants paid....... 117,404 117,404
26 Total expenses and disbursements. Add lines 24 and 25 160,021 25,565 0 127,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,238
b Net investment income (if negative, enter -0-) 179,578
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 58,354 43,419 43,419
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 534,206 Click to see attachment
List of Attached Documents:
// Content
574,749 		572,043
b Investments—corporate stock (attach schedule)....... 450,451 Click to see attachment
List of Attached Documents:
// Content
396,391 		673,910
c Investments—corporate bonds (attach schedule)....... 413,152 Click to see attachment
List of Attached Documents:
// Content
474,332 		466,814
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 619,462 Click to see attachment
List of Attached Documents:
// Content
633,240 		673,115
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,075,625 2,122,131 2,429,301
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,075,625 2,122,131
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)..... 2,075,625 2,122,131
30 Total liabilities and net assets/fund balances (see instructions). 2,075,625 2,122,131
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,075,625
2
Enter amount from Part I, line 27a .....................
2
45,238
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,597
4
Add lines 1, 2, and 3 ..........................
4
2,122,460
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,122,131
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 216. ISHARES S&P SMALL CAP 600 GROWTH ETF     2024-01-23
b 3017.086 NUANCE MID CAP VALUE-Z     2024-01-23
c 3022.226 SPYGLASS GROWTH FUND-INST     2024-01-23
d 846.67 TOUCHSTONE MID CAP-R6     2024-01-23
e 753.56 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705     2024-01-23
14. ABBVIE INC     2024-01-25
26. AMERICAN WATER WORKS CO INC   2023-10-03 2024-01-25
22. MERCK & CO INC   2023-10-03 2024-01-25
3. MERCK & CO INC   2023-10-03 2024-01-25
1. BUNGE GLOBAL SA SEDOL BQ6BPG9   2023-10-03 2024-01-25
21. BUNGE GLOBAL SA SEDOL BQ6BPG9   2023-10-03 2024-01-25
22. BUNGE GLOBAL SA SEDOL BQ6BPG9   2023-10-03 2024-01-26
9. BUNGE GLOBAL SA SEDOL BQ6BPG9   2023-10-03 2024-01-29
13. ABBVIE INC     2024-02-29
3. ELI LILLY & CO   2022-01-10 2024-02-29
18. MERCK & CO INC   2023-10-03 2024-02-29
5000. NETFLIX INC SER 144A UNSC   2023-03-31 2024-02-29
5000. PHILIP MORRIS INTL INC CALL 10/17/2027 UNSC   2022-11-15 2024-02-29
5000. ROYAL BANK OF CANADA SEDOL BMB62D7 ISIN US78016EZQ33   2022-03-16 2024-02-29
5000. TRAVELERS PPTY CAS CORP NEW SR NT   2022-03-15 2024-02-29
25000. USA TREASURY NOTES 02.625% DUE 02/15/2029   2019-05-10 2024-02-29
45000. USA TREASURY NOTES 02.250% DUE 11/15/2024     2024-02-29
25000. USA TREASURY NOTES 02.250% DUE 11/15/2025   2016-12-07 2024-02-29
25000. USA TREASURY NOTES 02.375% DUE 05/15/2027   2017-11-16 2024-02-29
25000. USA TREASURY NOTES 01.500% DUE 11/30/2024   2020-12-30 2024-02-29
50000. USA TREASURY NOTES 01.500% DUE 01/31/2027   2020-12-30 2024-02-29
50000. USA TREASURY NOTES 01.500% DUE 02/15/2030   2020-09-18 2024-02-29
50000. USA TREASURY NOTES 01.125% DUE 02/29/2028   2021-09-09 2024-02-29
52000. USA TREASURY NOTES 02.750% DUE 08/15/2032     2024-02-29
37. ZOETIS INC   2023-10-03 2024-02-29
1. WELLS FARGO & CO XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-03-20
17. DEERE & CO   2023-10-03 2024-04-01
156. INTERPUBLIC GROUP COMPANIES INC   2023-10-03 2024-04-01
25000. BURLINGTN NORTH SANTA FE CALL 01/01/2025 @ 100.000 UNSC   2022-03-16 2024-04-19
5. ABBOTT LABORATORIES INC   2018-06-11 2024-06-21
2. ABBVIE INC   2016-11-28 2024-06-21
7. ALPHABET INC/CA-CL A   2015-04-02 2024-06-21
12. AMAZON COM INC   2015-09-18 2024-06-21
9. APPLE INC   2013-12-26 2024-06-21
2. ATMOS ENERGY CORP   2024-01-25 2024-06-21
10. BANK OF AMERICA CORP   2013-12-26 2024-06-21
1. BLACKROCK INC EXCH 10/02/2024   2018-11-30 2024-06-21
3. BLACKSTONE INC   2023-10-03 2024-06-21
7. BOSTON SCIENTIFIC CORP   2023-10-03 2024-06-21
1. BROADCOM INC   2019-08-16 2024-06-21
1. CDW CORP/DE   2023-10-03 2024-06-21
10. CSX CORP   2023-10-03 2024-06-21
2. CADENCE DESIGN SYSTEMS INC   2023-10-03 2024-06-21
1. CELANESE CORP   2023-10-03 2024-06-21
1. CHEVRON CORPORATION   2019-08-16 2024-06-21
1. CINTAS CORP   2023-10-03 2024-06-21
6. COMCAST CORPORATION CL A   2016-01-06 2024-06-21
2. DISNEY WALT CO   2024-04-01 2024-06-21
2. EXXON MOBIL CORP   2020-07-08 2024-06-21
3. META PLATFORMS INC   2015-09-18 2024-06-21
6. FOX CORP - CLASS A - W/I   2023-10-03 2024-06-21
2. HOME DEPOT INC   2018-11-30 2024-06-21
2. HONEYWELL INTL INC   2021-03-24 2024-06-21
1. ILLINOIS TOOL WORKS INC   2023-11-28 2024-06-21
3. JPMORGAN CHASE & CO   2015-04-02 2024-06-21
1. LAM RESEARCH CORP EXCH 10/03/2024   2023-10-03 2024-06-21
1. ELI LILLY & CO   2023-10-03 2024-06-21
1. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-06-21
3. MASTERCARD INC CL A   2019-08-16 2024-06-21
3. MERCK & CO INC   2023-10-03 2024-06-21
8. MICROSOFT CORP   2015-09-18 2024-06-21
4. MORGAN STANLEY   2023-10-03 2024-06-21
1. MOTOROLA SOLUTIONS INC   2023-10-03 2024-06-21
2. PEPSICO INC   2018-11-30 2024-06-21
3. PHILIP MORRIS INTERNAT-W/I   2016-11-28 2024-06-21
1. QUANTA SVCS INC   2023-10-03 2024-06-21
1. S&P GLOBAL INC   2023-10-03 2024-06-21
4. SCHLUMBERGER LTD SEDOL 2779201   2023-10-03 2024-06-21
1. SERVICE NOW INC   2023-10-03 2024-06-21
1. STRYKER CORP   2023-10-03 2024-06-21
3. TJX COMPANIES INC NEW   2023-10-03 2024-06-21
3. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-10-03 2024-06-21
1. TELEDYNE TECHNOLOGIES INC   2023-10-03 2024-06-21
1. UNITEDHEALTH GROUP INC   2016-11-28 2024-06-21
6. VERALTO CORP-W/I     2024-06-21
1. VISA INC CLASS A SHARES   2018-11-30 2024-06-21
1. CHUBB LTD SEDOL B3BQMF6   2023-10-03 2024-06-21
206.976 PZENA EMERG MKTS VALUE-INST   2023-08-23 2024-06-24
23. DIMENSIONAL INTERNATIONAL VA ETF   2023-11-14 2024-06-24
260.402 WCM FOCUSED INTL GROWTH-INS   2023-08-23 2024-06-24
10. ISHARES CORE S&P 500 ETF   2023-08-23 2024-06-24
46. ISHARES MSCI INTL QUALITY FACTOR ETF   2023-08-23 2024-06-24
7.013 LONGLEAF PARTNERS FDS TR INTL FD 4428   2023-08-23 2024-06-24
120.425 OBERWEIS SMALL CAP OPPPRTUNITES INSTL   2024-01-23 2024-06-24
79. COMCAST CORPORATION CL A     2024-08-15
5. COMCAST CORPORATION CL A   2023-10-03 2024-08-15
15. COMCAST CORPORATION CL A     2024-08-15
40. COMCAST CORPORATION CL A   2023-10-03 2024-08-15
3. ELI LILLY & CO   2023-10-03 2024-08-15
15. TJX COMPANIES INC NEW   2023-10-03 2024-08-15
9898.849 WASATCH INTL OPPORTUNIT-INST     2024-08-20
13000. USA TREASURY NOTES 02.250% DUE 08/15/2027   2022-03-24 2024-09-18
22000. USA TREASURY NOTES 02.000% DUE 11/15/2026   2024-02-29 2024-09-18
25000. WISCONSIN ENERGY CORP SER 10YR CALL 03/15/25 @100 UNSC   2022-03-16 2024-09-18
99.908 LSV SMALL CAP FUND-INST   2023-08-23 2024-09-23
15. AIR PRODUCTS & CHEMICALS INC   2023-10-03 2024-09-23
6. APPLE INC   2013-12-26 2024-09-23
5. BROADCOM INC   2019-08-16 2024-09-23
64. FOX CORP - CLASS A - W/I   2023-10-03 2024-09-23
54.891 OAKMARK INTL SM CAP-R6   2023-08-23 2024-09-23
106.327 HENNESSY FOCUS FUND CLASS INS   2024-01-23 2024-09-23
4. MICROSOFT CORP   2015-09-18 2024-09-23
60. SCHLUMBERGER LTD SEDOL 2779201   2023-10-03 2024-09-23
5.09 TOUCHSTONE MIDCAP VALUE FUND INS CLASS FD 552   2024-01-23 2024-09-23
3000. USA TREASURY NOTES 02.250% DUE 08/15/2027   2024-02-29 2024-10-01
57000. USA TREASURY NOTES 02.250% DUE 08/15/2027   2022-03-24 2024-10-01
8. ALPHABET INC/CA-CL A   2015-04-02 2024-10-28
6. AMAZON COM INC   2015-09-18 2024-10-28
2. META PLATFORMS INC   2016-01-06 2024-10-28
179. CSX CORP   2023-10-03 2024-10-29
21. CSX CORP   2023-11-28 2024-10-29
58. CSX CORP   2023-10-03 2024-10-29
107. CSX CORP     2024-10-29
12. CINTAS CORP   2023-10-03 2024-10-29
17. ABBOTT LABORATORIES INC   2018-06-11 2024-11-06
12. ABBVIE INC     2024-11-06
41. ALPHABET INC/CA-CL A     2024-11-06
35. AMAZON COM INC     2024-11-06
46. APPLE INC     2024-11-06
13. ATMOS ENERGY CORP   2024-01-25 2024-11-06
1. AUTOZONE INC   2023-10-03 2024-11-06
63. BANK OF AMERICA CORP     2024-11-06
13. BLACKSTONE INC   2023-10-03 2024-11-06
1. BLACKROCK FUNDING INC/DE   2018-11-30 2024-11-06
31. BOSTON SCIENTIFIC CORP   2023-10-03 2024-11-06
34. BROADCOM INC   2019-08-16 2024-11-06
7. CDW CORP/DE   2023-10-03 2024-11-06
7. CADENCE DESIGN SYSTEMS INC   2023-10-03 2024-11-06
44. CELANESE CORP   2023-10-03 2024-11-06
4. CELANESE CORP   2023-10-03 2024-11-06
10. CHEVRON CORPORATION   2020-07-08 2024-11-06
11. CINTAS CORP   2023-10-03 2024-11-06
3. COSTCO WHOLESALE CORP   2018-11-30 2024-11-06
13. DISNEY WALT CO   2024-04-01 2024-11-06
11. EASTMAN CHEM CO     2024-11-06
27. EXXON MOBIL CORP   2020-07-08 2024-11-06
8. META PLATFORMS INC     2024-11-06
17. FOX CORP - CLASS A - W/I   2023-10-03 2024-11-06
6. HOME DEPOT INC   2018-11-30 2024-11-06
10. HONEYWELL INTL INC     2024-11-06
5. HUBBELL INC   2024-02-29 2024-11-06
10. ILLINOIS TOOL WORKS INC   2023-11-28 2024-11-06
17. JPMORGAN CHASE & CO     2024-11-06
23. LAM RESEARCH CORP   2023-10-03 2024-11-06
4. ELI LILLY & CO   2023-10-03 2024-11-06
6. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-11-06
7. MASTERCARD INC CL A   2019-08-16 2024-11-06
6. MCDONALD'S CORP   2020-07-08 2024-11-06
20. MERCK & CO INC   2023-10-03 2024-11-06
29. MICROSOFT CORP   2015-09-18 2024-11-06
16. MORGAN STANLEY   2023-10-03 2024-11-06
4. MOTOROLA SOLUTIONS INC   2023-10-03 2024-11-06
27. NVIDIA CORP   2024-08-15 2024-11-06
12. PEPSICO INC   2018-11-30 2024-11-06
14. PHILIP MORRIS INTERNAT-W/I   2016-11-28 2024-11-06
12. PROCTER & GAMBLE CO   2018-06-11 2024-11-06
6. QUANTA SVCS INC   2023-10-03 2024-11-06
10. RAYMOND JAMES FINANCIAL INC   2024-10-29 2024-11-06
4. S&P GLOBAL INC   2023-10-03 2024-11-06
118. SCHLUMBERGER LTD SEDOL 2779201   2023-10-03 2024-11-06
3. SERVICE NOW INC   2023-10-03 2024-11-06
5. STRYKER CORP   2023-10-03 2024-11-06
15. TJX COMPANIES INC NEW   2023-10-03 2024-11-06
13. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-10-03 2024-11-06
2. TELEDYNE TECHNOLOGIES INC   2023-10-03 2024-11-06
2. TRANSDIGM GROUP INC     2024-11-06
6. UNITEDHEALTH GROUP INC     2024-11-06
9. VISA INC CLASS A SHARES     2024-11-06
11. WEC ENERGY GROUP INC   2023-10-03 2024-11-06
6. ACCENTURE PLC CLASS A SEDOL B4BNMY3     2024-11-06
3. NEW LINDE PLC SEDOL BNZHB81   2024-09-23 2024-11-06
7. CHUBB LTD SEDOL B3BQMF6   2023-10-03 2024-11-06
12. ABBVIE INC     2024-11-22
29. BOSTON SCIENTIFIC CORP   2023-10-03 2024-11-22
20. BROADCOM INC   2019-08-16 2024-11-22
27. CDW CORP/DE   2023-10-03 2024-11-22
4. ELI LILLY & CO   2023-10-03 2024-11-22
6. STRYKER CORP   2023-10-03 2024-11-22
18. APPLE INC   2014-02-13 2024-11-25
9. MICROSOFT CORP     2024-11-25
3. SERVICE NOW INC   2023-10-03 2024-11-25
18. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-10-03 2024-11-25
4000. USA TREASURY NOTES 02.000% DUE 08/15/2025   2024-02-29 2024-12-05
39000. USA TREASURY NOTES 02.000% DUE 08/15/2025   2023-10-27 2024-12-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 26,801   24,080 2,721
b 37,352   34,092 3,260
c 44,427   33,815 10,612
d 43,976   38,926 5,050
e 21,966   20,219 1,747
2,295   810 1,485
3,193   3,047 146
2,629   2,232 397
358   304 54
89   105 -16
1,857   2,213 -356
1,943   2,318 -375
798   948 -150
2,293   749 1,544
2,246   776 1,470
2,295   1,826 469
5,173   5,208 -35
5,004   4,976 28
4,599   4,620 -21
5,544   6,176 -632
23,161   25,199 -2,038
44,093   44,037 56
23,990   24,833 -843
23,502   25,012 -1,510
24,330   25,258 -928
46,025   51,476 -5,451
42,775   52,566 -9,791
44,160   50,259 -6,099
46,418   45,148 1,270
7,366   6,319 1,047
46     46
6,889   6,311 578
5,068   4,402 666
24,453   25,088 -635
527   317 210
341   119 222
1,257   190 1,067
2,251   326 1,925
1,898   182 1,716
234   225 9
396   157 239
785   421 364
373   306 67
540   360 180
1,699   275 1,424
233   202 31
333   307 26
633   458 175
136   121 15
157   116 41
707   480 227
228   166 62
203   243 -40
224   87 137
1,490   283 1,207
206   182 24
710   355 355
431   441 -10
242   241 1
585   181 404
1,058   617 441
885   521 364
244   243 1
1,353   823 530
387   304 83
3,584   348 3,236
388   314 74
386   271 115
335   237 98
297   270 27
272   169 103
438   357 81
182   232 -50
741   540 201
340   266 74
333   263 70
527   257 270
388   398 -10
481   151 330
593   370 223
275   140 135
264   205 59
2,666   2,533 133
828   752 76
6,552   5,609 943
5,489   4,447 1,042
1,809   1,596 213
114   112 2
3,113   2,742 371
3,091   2,544 547
196   218 -22
588   617 -29
1,567   1,744 -177
2,785   1,564 1,221
1,662   1,313 349
31,973   27,507 4,466
12,547   12,903 -356
21,277   20,900 377
24,757   25,038 -281
1,945   1,702 243
4,353   4,228 125
1,370   121 1,249
851   137 714
2,595   1,940 655
1,135   1,012 123
5,818   4,702 1,116
1,744   174 1,570
2,574   3,475 -901
124   112 12
2,896   2,830 66
55,018   56,575 -1,557
1,332   217 1,115
1,136   163 973
1,152   207 945
5,978   5,500 478
703   673 30
1,942   1,782 160
3,592   3,822 -230
2,504   1,440 1,064
1,981   1,078 903
2,426   1,002 1,424
7,215   1,394 5,821
7,191   924 6,267
10,305   913 9,392
1,796   1,465 331
3,215   2,476 739
2,854   1,193 1,661
2,295   1,315 980
1,019   421 598
2,683   1,594 1,089
6,041   934 5,107
1,423   1,412 11
2,064   1,602 462
4,061   5,308 -1,247
370   483 -113
1,577   864 713
2,383   1,320 1,063
2,681   690 1,991
1,284   1,578 -294
1,150   1,188 -38
3,282   1,168 2,114
4,529   915 3,614
771   515 256
2,326   1,065 1,261
2,166   1,931 235
2,361   1,900 461
2,762   2,412 350
4,179   1,103 3,076
1,770   1,418 352
3,083   2,086 997
1,654   1,455 199
3,639   1,921 1,718
1,760   1,112 648
2,030   2,029 1
12,126   1,263 10,863
2,128   1,255 873
1,871   1,084 787
3,939   3,304 635
1,977   1,423 554
1,759   1,258 501
1,928   928 1,000
1,852   1,015 837
1,604   1,489 115
1,955   1,428 527
5,005   6,835 -1,830
2,974   1,618 1,356
1,839   1,329 510
1,723   1,313 410
2,512   1,114 1,398
951   796 155
2,741   2,671 70
3,571   932 2,639
2,752   1,335 1,417
1,056   859 197
2,132   979 1,153
1,394   1,431 -37
1,937   1,434 503
2,102   1,113 989
2,610   1,491 1,119
3,285   549 2,736
4,824   5,445 -621
2,995   2,086 909
2,309   1,594 715
4,165   350 3,815
3,748   392 3,356
3,182   1,618 1,564
3,324   1,542 1,782
3,936   3,924 12
38,377   38,194 183
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
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       2,721
b       3,260
c       10,612
d       5,050
e       1,747
      1,485
      146
      397
      54
      -16
      -356
      -375
      -150
      1,544
      1,470
      469
      -35
      28
      -21
      -632
      -2,038
      56
      -843
      -1,510
      -928
      -5,451
      -9,791
      -6,099
      1,270
      1,047
      46
      578
      666
      -635
      210
      222
      1,067
      1,925
      1,716
      9
      239
      364
      67
      180
      1,424
      31
      26
      175
      15
      41
      227
      62
      -40
      137
      1,207
      24
      355
      -10
      1
      404
      441
      364
      1
      530
      83
      3,236
      74
      115
      98
      27
      103
      81
      -50
      201
      74
      70
      270
      -10
      330
      223
      135
      59
      133
      76
      943
      1,042
      213
      2
      371
      547
      -22
      -29
      -177
      1,221
      349
      4,466
      -356
      377
      -281
      243
      125
      1,249
      714
      655
      123
      1,116
      1,570
      -901
      12
      66
      -1,557
      1,115
      973
      945
      478
      30
      160
      -230
      1,064
      903
      1,424
      5,821
      6,267
      9,392
      331
      739
      1,661
      980
      598
      1,089
      5,107
      11
      462
      -1,247
      -113
      713
      1,063
      1,991
      -294
      -38
      2,114
      3,614
      256
      1,261
      235
      461
      350
      3,076
      352
      997
      199
      1,718
      648
      1
      10,863
      873
      787
      635
      554
      501
      1,000
      837
      115
      527
      -1,830
      1,356
      510
      410
      1,398
      155
      70
      2,639
      1,417
      197
      1,153
      -37
      503
      989
      1,119
      2,736
      -621
      909
      715
      3,815
      3,356
      1,564
      1,782
      12
      183
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 151,762
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,496
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,496
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,496
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 923
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.............. 7 923
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,573
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 395-6964

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA TRUSTEE
6 		30,933    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,433,347
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,433,347
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,433,347
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,500
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,396,847
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
119,842
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
119,842
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,496
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,496
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
117,346
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
117,346
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
117,346
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
127,941
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
127,941
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 117,346
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...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 25,753
e From 2023...... 42,190
f Total of lines 3a through e ........ 67,943
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 127,941
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..... 117,346
e Remaining amount distributed out of corpus 10,595
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 78,538
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		78,538
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 25,753
d Excess from 2023.... 42,190
e Excess from 2024.... 10,595
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TEXAS SCOTTISH RITE HOSPITAL

2222 WELBORN STREET
DALLAS,TX75219 		NONE PC GENERAL SUPPORT 58,702

METHODIST CHILDREN'S HOME
ATTN JULIE MITCHELL
1111 HERRING AVENUE
WACO,TX76708 		NONE PC GENERAL SUPPORT 58,702
Total .................................right arrow 3a 117,404
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 53,497  
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 ............ 		    18 151,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   205,259  
13Total. Add line 12, columns (b), (d), and (e)..................
13
205,259
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Name of Bond End of Year Book Value End of Year Fair Market Value
00287YBX6 ABBVIE INC CALL 08/2 29,208 27,845
023135BX3 AMAZON.COM INC CALL 28,700 28,704
037833EH9 APPLE INC CALL 06/05 22,928 22,441
12189LAV3 BURLINGTN NORTH SANT    
171239AG1 CHUBB INA HOLDINGS I 26,849 24,917
20268JAK9 COMMONSPIRIT HEALTH 30,166 30,865
26441CBS3 DUKE ENERGY CORP CAL 29,945 29,531
30231GBJ0 EXXON MOBIL CORPORAT 25,331 24,506
46625HNJ5 JPMORGAN CHASE & CO 30,458 29,779
718172CV9 PHILIP MORRIS INTL I 29,976 30,361
78016EZQ3 ROYAL BANK OF CANADA 28,007 28,702
89420GAE9 TRAVELERS PPTY CAS C 35,344 32,918
976657AL0 WISCONSIN ENERGY COR    
06051GGA1 BANK OF AMERICA CORP 23,581 24,094
30303M8N5 META PLATFORMS INC C 30,239 30,042
64110LAT3 NETFLIX INC SER 144A 25,896 25,906
38141GA53 GOLDMAN SACHS GROUP 28,096 26,873
89236TLM5 TOYOTA MOTOR CREDIT 24,522 24,289
92939UAH9 WEC ENERGY GROUP INC 25,086 25,041

TY 2024 InvestmentsCorpStockSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 6,339 8,483
00287Y109 ABBVIE INC 5,235 6,575
02079K305 ALPHABET INC/CA-CL A 18,833 36,156
023135106 AMAZON COM INC 14,551 35,541
037833100 APPLE INC 8,056 51,336
060505104 BANK OF AMERICA CORP 6,731 10,724
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 5,563 28,053
166764100 CHEVRON CORPORATION 3,197 5,359
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 5,428 11,912
254687106 DISNEY WALT CO 5,936 5,456
30231G102 EXXON MOBIL CORP 5,293 11,080
30303M102 META PLATFORMS INC 8,951 29,276
437076102 HOME DEPOT INC 6,617 12,059
438516106 HONEYWELL INTL INC 7,691 9,261
46625H100 JPMORGAN CHASE & CO 7,763 15,821
532457108 ELI LILLY & CO 10,428 15,440
57636Q104 MASTERCARD INC CL A 6,849 13,164
580135101 MCDONALD'S CORP 5,344 6,088
594918104 MICROSOFT CORP 17,630 51,845
67066G104 NVIDIA CORP 46,382 45,927
713448108 PEPSICO INC 6,248 7,147
718172109 PHILIP MORRIS INTERN 7,382 10,109
742718109 PROCTER & GAMBLE CO 4,094 7,544
91324P102 UNITEDHEALTH GROUP I 7,783 13,152
92826C839 VISA INC CLASS A SHA 6,199 11,061
G1151C101 ACCENTURE PLC CLASS 3,428 7,388
009158106 AIR PRODUCTS & CHEMI    
030420103 AMERICAN WATER WORKS    
053332102 AUTOZONE INC 4,952 6,404
09260D107 BLACKSTONE INC 4,945 8,276
101137107 BOSTON SCIENTIFIC CO 4,678 8,128
12514G108 CDW CORP/DE    
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 5,949 7,812
150870103 CELANESE CORP    
172908105 CINTAS CORP 5,879 8,952
244199105 DEERE & CO    
35137L105 FOX CORP - CLASS A - 2,213 3,546
452308109 ILLINOIS TOOL WORKS 9,030 9,128
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
58933Y105 MERCK & CO INC 7,812 7,660
617446448 MORGAN STANLEY 4,940 7,920
620076307 MOTOROLA SOLUTIONS I 4,605 7,858
74762E102 QUANTA SVCS INC 5,246 9,798
78409V104 S&P GLOBAL INC 6,070 8,467
806857108 SCHLUMBERGER LTD SED    
81762P102 SERVICE NOW INC 4,855 9,541
863667101 STRYKER CORP 4,251 5,761
872540109 TJX COMPANIES INC NE 5,252 7,249
874039100 TAIWAN SEMICONDUCTOR 2,912 6,715
879360105 TELEDYNE TECHNOLOGIE 3,978 4,641
92338C103 VERALTO CORP-W/I    
92939U106 WEC ENERGY GROUP INC 3,201 3,856
98978V103 ZOETIS INC    
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 6,146 8,289
049560105 ATMOS ENERGY CORP 5,806 7,103
09290D101 BLACKROCK FUNDING IN 3,997 9,226
277432100 EASTMAN CHEM CO 5,433 4,475
443510607 HUBBELL INC 6,460 7,121
512807306 LAM RESEARCH CORP 5,980 7,006
571903202 MARRIOTT INTERNATION 5,824 6,695
754730109 RAYMOND JAMES FINANC 6,701 6,990
824348106 SHERWIN-WILLIAMS CO 7,961 7,139
893641100 TRANSDIGM GROUP INC 6,685 6,336
G54950103 NEW LINDE PLC SEDOL 6,679 5,861

TY 2024 InvestmentsGovtObligationsSch
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
US Government Securities - End of Year Book Value:

574,749
US Government Securities - End of Year Fair Market Value:

572,043
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00769G535 LSV SMALL CAP FUND-I AT COST 35,860 38,997
00770X675 PZENA EMERG MKTS VAL AT COST 40,483 39,758
25434V807 DIMENSIONAL INTERNAT AT COST 38,934 42,221
317609295 SEAFARER OVERSEAS GR AT COST 60,807 59,238
413838566 OAKMARK INTL SM CAP- AT COST 27,172 27,071
461418444 WCM FOCUSED INTL GRO AT COST 70,565 74,271
464287200 ISHARES CORE S&P 500 AT COST 41,239 57,102
464287887 ISHARES S&P SMALL CA      
46434V456 ISHARES MSCI INTL QU AT COST 59,783 65,665
543069405 LONGLEAF PARTNERS FD AT COST 40,743 40,035
56167N712 NUANCE MID CAP VALUE      
56170L703 SPYGLASS GROWTH FUND      
89154M702 TOUCHSTONE SANDS EM AT COST 38,822 41,889
89155T490 TOUCHSTONE MID CAP-R      
89609H704 TRIBUTARY SMALL COMP      
936793686 WASATCH INTL OPPORTU      
04314H576 ARTISAN INTL SM/MID- AT COST 31,874 29,818
42588P809 HENNESSY FOCUS FUND AT COST 33,165 34,050
674375878 OBERWEIS SMALL CAP O AT COST 34,629 39,739
74441C881 PGIM JENN M/C GROW-R AT COST 39,674 42,248
89155H389 TOUCHSTONE MIDCAP VA AT COST 39,490 41,013

TY 2024 LegalFeesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 4,350     4,350


TY 2024 OtherDecreasesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Description Amount
2024 TRANSACTION POSTED IN 2025 294
ROUNDING 8
RETURN OF CAPITAL ADJUSTMENT 27


TY 2024 OtherIncreasesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Description Amount
2023 TRANSACTION POSTED IN 2024 793
PY WASH SALE ADJUSTMENT 137
ADJUSTMENT FOR ACCRUED INTEREST 667


TY 2024 TaxesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 67 67   0
FEDERAL TAX PAYMENT - PRIOR YE 2,777 0   0
FEDERAL ESTIMATES - INCOME 1,287 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,451 0   0
FOREIGN TAXES ON QUALIFIED FOR 580 580   0
FOREIGN TAXES ON NONQUALIFIED 172 172   0