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
BEATTY HELEN D GROOME UW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6224798
B Telephone number (see instructions)

(215) 553-2389
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$14,127,016J 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... 415,911 415,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 783,461
b Gross sales price for all assets on line 6a 3,952,897
7 Capital gain net income (from Part IV, line 2)... 783,461
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........ 1,199,372 1,199,059  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,423 60,854   40,569
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,239 4,699   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
83 83    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,745 65,636 0 40,569
25 Contributions, gifts, grants paid....... 380,000 380,000
26 Total expenses and disbursements. Add lines 24 and 25 507,745 65,636 0 420,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 691,627
b Net investment income (if negative, enter -0-) 1,133,423
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............. -871,264    
2 Savings and temporary cash investments......... 1,283,380 220,827 220,827
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,518,947 Click to see attachment
List of Attached Documents:
// Content
12,402,717 		13,906,189
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) 11,931,063 12,623,544 14,127,016
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........ 11,931,063 12,623,544
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)..... 11,931,063 12,623,544
30 Total liabilities and net assets/fund balances (see instructions). 11,931,063 12,623,544
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
11,931,063
2
Enter amount from Part I, line 27a .....................
2
691,627
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,546
4
Add lines 1, 2, and 3 ..........................
4
12,624,236
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
692
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,623,544
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 172. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 379. ABBOTT LABORATORIES   2014-04-08 2024-01-08
c 93. ASSURANT INC   2023-08-17 2024-01-08
d 850. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
e 58. COSTCO WHSL CORP NEW   2012-12-18 2024-01-08
169. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
99. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
113. S & P GLOBAL INC   2019-06-05 2024-01-08
53. EVEREST RE GRP LTD   2023-04-19 2024-01-08
27. EVEREST RE GRP LTD   2023-10-24 2024-01-08
60. ASSURANT INC   2023-08-16 2024-01-09
65. ASSURANT INC   2023-08-21 2024-01-10
101. ASSURANT INC   2023-08-18 2024-01-11
190. BUNGE GLOBAL SA   2024-01-08 2024-01-22
8658.568 BNY MELLON INTL EQUITY INCOME FUND   2015-08-11 2024-02-09
640. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
175. AMERIPRISE FINL INC   2021-02-19 2024-02-21
640. AMPHENOL CORP NEW   2022-11-01 2024-02-21
1270. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
27. BROADCOM INC   2022-05-19 2024-02-21
64. ELI LILLY & CO COM   2021-11-05 2024-02-21
54. THERMO ELECTRON CORP   2019-02-28 2024-02-21
72. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
82. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
1150. BANK OF AMERICA CORP   2015-02-25 2024-03-20
600. CSX CORP COM   2017-01-13 2024-03-20
720. COCA - COLA CO   2019-08-08 2024-03-20
820. CORNING INC COM   2023-02-17 2024-03-20
1049. EXXON MOBIL CORP   2022-10-10 2024-03-20
134. GENUINE PARTS CO   2023-03-06 2024-03-20
71. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
270. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
197. NIKE INC CL B   2015-04-21 2024-03-20
51. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
139. PROCTER & GAMBLE CO COM   2022-03-17 2024-03-20
590. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
420. SYNCHRONY FINANCIAL   2020-07-13 2024-03-20
270. VOYA FINANCIAL INC   2015-10-19 2024-03-20
32. DEERE & COMPANY   2017-06-16 2024-04-09
79. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
206. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
145. ELI LILLY & CO COM   2020-06-23 2024-04-09
91. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
344. NEXTERA ENERGY INC   2018-05-09 2024-04-09
257. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
460. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
25. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
25. THERMO ELECTRON CORP   2019-02-28 2024-04-09
280. TWILIO INC - A   2023-06-01 2024-04-09
107. EATON CORP PLC   2012-12-18 2024-04-09
117. ABBVIE INC   2024-02-21 2024-04-25
405. ABBVIE INC   2019-09-20 2024-04-25
280. CF INDS HLDGS INC   2024-03-20 2024-05-07
1100. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
38240.536 BNYM US EQUITY FUND-Y   2011-09-14 2024-05-14
8657.098 BNYM SEL MGR S/C VAL-Y   2010-09-07 2024-05-29
6710.691 BNYM SELECT MGR S/C GRW-Y   2011-09-14 2024-05-29
4761.6 BNYM OPPORT SM CAP-Y   2012-08-17 2024-05-29
620. INTEL CORPORATION   2023-12-14 2024-06-12
490. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
330. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
78. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.6667 GRAIL INC   2023-07-31 2024-07-08
96. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
63. CINTAS CORP   2024-01-08 2024-07-23
48. GRAIL INC   2023-07-31 2024-07-23
180. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
820. NEWMONT MINING CORP   2023-12-14 2024-07-23
290. CRH PLC   2024-04-09 2024-07-23
466. INTERNATIONAL GAME TECHNOLOG   2023-10-24 2024-07-23
51. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
240. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
204. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
227. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-24
122. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
520. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
60. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
180. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
431. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-25
432. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-26
225. CHEVRON CORPORATION   2024-03-20 2024-08-01
107. J P MORGAN CHASE & CO   2019-01-15 2024-08-08
117. EATON CORP PLC   2012-12-18 2024-08-08
69. TRANE TECHNOLOGIES PLC   2012-12-18 2024-08-08
17. EATON CORP PLC   2012-12-18 2024-08-27
157. EATON CORP PLC   2012-12-18 2024-08-27
192. ROSS STORES INC   2024-03-20 2024-08-28
570. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
100. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
358. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
97. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
500. CITIGROUP INC   2024-03-20 2024-10-24
160. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
350. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
7. UNITED HEALTH GROUP INC   2024-03-20 2024-10-24
32. UNITED HEALTH GROUP INC   2024-04-25 2024-10-24
16. ALLSTATE CORP COM   2024-08-08 2024-10-31
100. ALLSTATE CORP COM   2022-11-15 2024-10-31
146. T -MOBILE US INC   2024-07-23 2024-10-31
59. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
5. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
33. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
26. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
13. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
540. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
175. DEXCOM INC   2024-04-25 2024-11-26
205. DEXCOM INC   2024-07-25 2024-11-26
270. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
1150. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,155   19,521 -366
b 42,207   27,648 14,559
c 15,436   13,743 1,693
d 27,216   26,622 594
e 38,013   8,382 29,631
43,217   14,668 28,549
28,552   24,121 4,431
48,548   24,772 23,776
19,372   19,842 -470
9,869   10,708 -839
9,843   8,512 1,331
10,611   9,207 1,404
16,569   14,147 2,422
16,907   18,681 -1,774
113,341   110,570 2,771
43,788   23,923 19,865
69,044   39,863 29,181
66,930   48,444 18,486
83,174   55,647 27,527
32,770   14,475 18,295
47,300   18,021 29,279
29,656   20,693 8,963
25,940   19,326 6,614
42,138   38,385 3,753
41,381   24,953 16,428
22,213   7,736 14,477
43,493   39,325 4,168
26,699   28,968 -2,269
117,986   110,207 7,779
20,730   23,256 -2,526
42,758   24,637 18,121
23,368   22,151 1,217
19,618   9,867 9,751
23,918   21,737 2,181
22,485   19,954 2,531
39,143   38,042 1,101
17,808   9,619 8,189
19,298   9,411 9,887
13,184   4,095 9,089
30,599   26,987 3,612
40,496   28,241 12,255
109,400   24,505 84,895
19,181   13,549 5,632
22,379   16,082 6,297
52,673   48,620 4,053
30,796   31,686 -890
23,514   17,246 6,268
14,667   6,494 8,173
17,189   18,855 -1,666
33,626   10,447 23,179
19,537   20,392 -855
67,628   30,391 37,237
20,844   24,195 -3,351
33,951   36,581 -2,630
334,987   509,746 -174,759
175,393   163,027 12,366
149,984   114,906 35,078
142,610   124,420 18,190
19,410   28,515 -9,105
31,728   37,898 -6,170
21,368   19,133 2,235
33,566   33,244 322
10   22 -12
14,426   12,745 1,681
47,693   36,704 10,989
733   1,273 -540
7,383   6,672 711
38,561   33,865 4,696
23,810   24,310 -500
9,624   13,831 -4,207
7,458   6,771 687
35,098   19,248 15,850
4,128   6,031 -1,903
4,593   6,490 -1,897
20,758   14,199 6,559
31,635   48,052 -16,417
2,400   2,224 176
10,943   11,059 -116
8,702   12,125 -3,423
10,041   11,960 -1,919
34,329   35,003 -674
21,768   13,069 8,699
33,447   4,538 28,909
22,546   2,023 20,523
5,057   659 4,398
46,488   6,090 40,398
28,790   28,229 561
29,105   35,020 -5,915
20,531   9,981 10,550
41,330   36,692 4,638
28,198   26,484 1,714
31,439   29,718 1,721
8,243   7,850 393
18,031   19,698 -1,667
3,933   3,447 486
17,981   15,851 2,130
2,998   2,719 279
18,737   13,333 5,404
32,658   25,737 6,921
13,389   6,867 6,522
1,135   558 577
3,665   3,779 -114
15,417   12,802 2,615
7,708   1,732 5,976
14,946   25,460 -10,514
13,552   24,175 -10,623
15,875   22,466 -6,591
10,850   14,592 -3,742
46,212   64,244 -18,032
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      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
      247,339
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       -366
b       14,559
c       1,693
d       594
e       29,631
      28,549
      4,431
      23,776
      -470
      -839
      1,331
      1,404
      2,422
      -1,774
      2,771
      19,865
      29,181
      18,486
      27,527
      18,295
      29,279
      8,963
      6,614
      3,753
      16,428
      14,477
      4,168
      -2,269
      7,779
      -2,526
      18,121
      1,217
      9,751
      2,181
      2,531
      1,101
      8,189
      9,887
      9,089
      3,612
      12,255
      84,895
      5,632
      6,297
      4,053
      -890
      6,268
      8,173
      -1,666
      23,179
      -855
      37,237
      -3,351
      -2,630
      -174,759
      12,366
      35,078
      18,190
      -9,105
      -6,170
      2,235
      322
      -12
      1,681
      10,989
      -540
      711
      4,696
      -500
      -4,207
      687
      15,850
      -1,903
      -1,897
      6,559
      -16,417
      176
      -116
      -3,423
      -1,919
      -674
      8,699
      28,909
      20,523
      4,398
      40,398
      561
      -5,915
      10,550
      4,638
      1,714
      1,721
      393
      -1,667
      486
      2,130
      279
      5,404
      6,921
      6,522
      577
      -114
      2,615
      5,976
      -10,514
      -10,623
      -6,591
      -3,742
      -18,032
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 783,461
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 15,755
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 15,755
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 15,755
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,120
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 14,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,635
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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (215) 553-2389

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		101,423    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,667,266
b
Average of monthly cash balances.......................
1b
618,408
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,285,674
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
14,285,674
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
214,285
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,071,389
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
703,569
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
703,569
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,755
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,755
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
687,814
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
687,814
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
687,814
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
420,569
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
420,569
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 7 687,814
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 352,341
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: right arrow$ 420,569
a Applied to 2023, but not more than line 2a 352,341
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..... 68,228
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 .......... 		619,586
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)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE GARAGE COMMUNITY AND YOUTH CENTER

115 S UNION ST
KENNETT SQ,PA193483117 		NONE PC GENERAL OPERATING 25,000

FIRST STEP STAFFING

236 AUBURN AVE NE STE 203
ATLANTA,GA303032609 		NONE PC GENERAL OPERATING 35,000

JOSHUA M FREEMAN FOUNDATION

31255 AMERICANA PKWY
SELBYVILLE,DE199753785 		NONE PC GENERAL OPERATING 10,000

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

1301 SPRINGDALE RD
CHERRY HILL,NJ080032763 		NONE PC GENERAL OPERATING 30,000

HARCUM COLLEGE

750 MONTGOMERY AVE
BRYN MAWR,PA190103405 		NONE PC GENERAL OPERATING 20,000

FAMILY SUPPORT LINE OF DELAWARE COUNTY

53 W BALTIMORE PIKE STE 300
MEDIA,PA190635641 		NONE PC GENERAL OPERATING 25,000

COMMUNITY COLLEGE OF PHILADELPHIA FDN

1700 SPRING GARDEN ST ANNEX 7TH FL
PHILADELPHIA,PA191303991 		NONE PC GENERAL OPERATING 40,000

CHOSEN 300 MINISTRIES INC

PO BOX 95
ARDMORE,PA190030095 		NONE PC GENERAL OPERATING 60,000

HEADSTRONG FOUNDATION

1330 MACDADE BLVD UNIT 2
WOODLYN,PA190941501 		NONE PC GENERAL OPERATING 15,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 80,000

THE ARC OF DELAWARE INC

2 S AUGUSTINE ST STE B
WILMINGTON,DE198042504 		NONE PC GENERAL OPERATING 20,000

CHANGE OUR FUTURE

45 E CITY AVE SUITE 1688
BALA CYNWYD,PA190042421 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 380,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 415,911  
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 ............ 		    18 783,461  
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) ..   1,199,372  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,199,372
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
65339F101 NEXTERA ENERGY INC      
654106103 NIKE INC CL B      
91324P102 UNITED HEALTH GROUP AT COST 12,925 49,068
929089100 VOYA FINANCIAL INC AT COST 21,139 33,038
026874784 AMERICAN INTERNATION AT COST 9,960 26,936
126408103 CSX CORP COM      
594918104 MICROSOFT CORP COM AT COST 163,876 391,152
002824100 ABBOTT LABORATORIES      
02079K305 ALPHABET INC/CA AT COST 147,746 345,473
023135106 AMAZON COM INC AT COST 147,970 318,116
G29183103 EATON CORP PLC      
05569M384 BNY MELLON INTL EQUI      
233203421 DFA EMERG MKTS CORE AT COST 291,164 362,280
05569M814 BNY MELLON INTERMEDI AT COST 600,698 568,937
244199105 DEERE & COMPANY      
87165B103 SYNCHRONY FINANCIAL      
05569M368 BNY MELLON CORP BOND AT COST 1,625,000 1,548,913
05569M509 BNY MELLON MID CAP S AT COST 563,699 775,580
05569M830 BNY MELLON BOND FD C AT COST 1,798,299 1,592,760
05569M871 BNY MELLON INTL FD C AT COST 196,630 346,323
037833100 APPLE INC AT COST 164,014 350,838
05569M780 BNY MELLON S/T US GV AT COST 362,436 324,779
060505104 BANK OF AMERICA CORP AT COST 33,139 38,676
22160K105 COSTCO WHSL CORP NEW      
452308109 ILLINOIS TOOL WORKS      
46625H100 J P MORGAN CHASE & C AT COST 38,448 93,007
101137107 BOSTON SCIENTIFIC CO      
05587K832 BNYM US EQUITY FUND-      
05587N794 BNYM GLBL RL RTRN -Y AT COST 170,000 169,851
05588E850 BNY MELLON HIGH YIEL AT COST 395,000 338,357
883556102 THERMO ELECTRON CORP      
00287Y109 ABBVIE INC      
05587K824 BNYM SEL MGR S/C VAL      
12572Q105 CME GROUP INC AT COST 78,514 93,124
05587K865 BNYM SELECT MGR S/C      
05588D753 BNY MELLON INTL EQTY AT COST 105,415 95,360
05588F709 BNYM GLBL RL EST SEC AT COST 187,468 221,279
191216100 COCA-COLA CO USD      
05587K857 BNYM INTL STCK-Y AT COST 91,551 175,629
05587N737 BNYM OPPORT SM CAP-Y      
05589K400 BNYM FLTNG RT INC-Y AT COST 400,000 366,639
78409V104 S & P GLOBAL INC      
G8994E103 TRANE TECHNOLOGIES P AT COST 3,519 44,322
532457108 ELI LILLY & CO COM      
03076C106 AMERIPRISE FINL INC      
87234N765 TCW EMERGING MARKETS AT COST 348,387 275,157
464287226 ISHARES BARCLAYS AGG AT COST 698,911 586,245
G1151C101 ACCENTURE PLC IRELAN      
464288273 ISHARES MSCI EAFE SM AT COST 244,195 191,363
00206R102 AT&T INC AT COST 56,928 73,775
573284106 MARTIN MARIETTA MATL      
032095101 AMPHENOL CORP NEW      
517834107 LAS VEGAS SANDS CORP AT COST 32,628 47,765
580135101 MC DONALDS CORPORATI      
742718109 PROCTER & GAMBLE CO      
05722G100 BAKER HUGHES A GE CO      
75886F107 REGENERON PHARMACEUT      
744573106 PUBLIC SERVICE ENTER      
020002101 ALLSTATE CORP COM AT COST 32,589 47,619
036752103 ANTHEM INC      
30231G102 EXXON MOBIL CORP      
11135F101 BROADCOM INC      
016255101 ALIGN TECHNOLOGY INC AT COST 57,367 33,779
038222105 APPLIED MATERIALS IN AT COST 65,522 66,028
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 42,071 41,791
075887109 BECTON DICKINSON AND AT COST 100,634 87,572
084670702 BERKSHIRE HATHAWAY I AT COST 104,949 136,437
16679L109 CHEWY INC - CLASS A AT COST 26,708 49,230
17275R102 CISCO SYS INC AT COST 75,850 85,840
21037T109 CONSTELLATION ENERGY AT COST 27,772 55,704
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 47,295 40,806
235851102 DANAHER CORP COMMON AT COST 81,192 82,408
25746U109 DOMINION RES INC VA AT COST 53,738 59,246
35671D857 FREEPORT-MCMORAN COP AT COST 56,847 47,981
372460105 GENUINE PARTS CO      
443573100 HUBSPOT INC AT COST 55,848 73,161
452327109 ILLUMINA INC AT COST 44,273 39,020
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 47,820 62,635
56585A102 MARATHON PETROLEUM C AT COST 25,757 24,134
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 21,140 42,783
651639106 NEWMONT MINING CORP AT COST 22,715 20,471
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 98,310 441,814
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 36,363 33,394
80105N105 SANOFI-SYNTHELABO AT COST 33,782 33,761
803607100 SAREPTA THERAPEUTICS AT COST 40,198 42,678
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 37,686 48,444
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 34,516 42,224
92338C103 VERALTO CORP-W/I AT COST 41,565 50,008
G25508105 CRH PLC AT COST 28,547 45,335
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 33,477 43,044
031100100 AMETEK INC NEW AT COST 54,826 55,881
071813109 BAXTER INTL INC COM AT COST 26,330 19,246
09073M104 BIO-TECHNE CORP AT COST 26,367 26,651
110122108 BRISTOL MYERS SQUIBB AT COST 36,240 41,854
20825C104 CONOCOPHILLIPS AT COST 63,354 54,147
25278X109 DIAMONDBACK ENERGY I AT COST 28,439 28,506
254687106 DISNEY (WALT) COMPAN AT COST 48,116 46,544
26884L109 EQT CORP COM AT COST 81,474 100,981
320517105 FIRST HORIZON NATL C AT COST 25,232 33,634
36828A101 GE VERNOVA LLC AT COST 38,511 72,036
37045V100 GENERAL MOTORS CO AT COST 31,207 39,420
375558103 GILEAD SCIENCES INC AT COST 27,555 28,635
38141G104 GOLDMAN SACHS GROUP AT COST 44,413 65,851
443201108 HOWMET AEROSPACE INC AT COST 52,731 87,496
443510607 HUBBELL INC COM AT COST 96,482 102,628
45687V106 INGERSOLL RAND INC AT COST 61,981 63,322
460146103 INTERNATIONAL PAPER AT COST 38,870 44,671
464287655 ISHARES RUSSELL 2000 AT COST 188,305 205,493
464287804 ISHARES TR S & P SMA AT COST 282,670 303,605
49177J102 KENVUE INC AT COST 42,686 44,835
502431109 L3HARRIS TECHNOLOGIE AT COST 62,166 60,350
504922105 LABCORP HOLDINGS INC AT COST 35,878 40,590
550021109 LULULEMON ATHLETICA AT COST 28,965 22,562
59156R108 METLIFE INC AT COST 28,572 27,839
60937P106 MONGODB INC AT COST 44,791 30,964
681919106 OMNICOM GROUP INC CO AT COST 55,056 49,903
718172109 PHILIP MORRIS INTERN AT COST 26,451 31,291
718546104 PHILLIPS 66 AT COST 38,512 27,913
722304102 PINDUODUO INC-ADR AT COST 27,177 21,823
776696106 ROPER TECHNOLOGIES I AT COST 62,726 60,822
88579Y101 3M CO AT COST 25,641 31,756
902973304 US BANCORP DEL AT COST 31,951 31,568
98978V103 ZOETIS INC AT COST 40,307 36,333
G0403H108 AON PLC/IRELAND A AT COST 25,505 30,529
G51502105 JOHNSON CTLS INTL PL AT COST 53,610 64,723
G5960L103 MEDTRONIC PLC AT COST 90,438 84,673
H01301128 ALCON INC AT COST 37,844 34,805
V7780T103 ROYAL CARIBBEAN CRUI AT COST 27,148 30,220

TY 2024 OtherDecreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 379
ROC ON CY SALES 313


TY 2024 OtherExpensesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 83 83   0


TY 2024 OtherIncreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
MUTUAL FUND TIMING ADJ 1,546


TY 2024 TaxesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,487 3,487   0
FEDERAL TAX PAYMENT - PRIOR YE 7,420 0   0
FEDERAL ESTIMATES - PRINCIPAL 14,120 0   0
FOREIGN TAXES ON NONQUALIFIED 1,212 1,212   0