TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
DINON L R FDN FOR CLIN CARDIOLOGY-TR

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

25-6821850

B Telephone number (see instructions)

(215) 553-3252

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$8,847,288J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	610,793
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	257,020		256,880
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		323,084
b	Gross sales price for all assets on line 6a 3,012,508
7	Capital gain net income (from Part IV, line 2)...			323,084
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........	1,190,897		579,964
13	Compensation of officers, directors, trustees, etc.	87,879		52,727		35,151
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,640	2,132		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	37	37
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	98,556		54,896	0	35,151
25	Contributions, gifts, grants paid.......	301,052				301,052
26	Total expenses and disbursements. Add lines 24 and 25	399,608		54,896	0	336,203
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	791,289
b	Net investment income (if negative, enter -0-)			525,068
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	52,155	101,525	101,525
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	6,891,651	List of Attached Documents: // Content 7,457,865	8,745,763
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,943,806	7,559,390	8,847,288
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	6,943,806	7,559,390
	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).....	6,943,806	7,559,390
	30	Total liabilities and net assets/fund balances (see instructions).	6,943,806	7,559,390

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

6,943,806

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

791,289

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

List of Attached Documents:

// Content

2,311

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

7,737,406

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

178,016

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

7,559,390

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	84. ABBOTT LABORATORIES		2023-01-13	2024-01-08
b	176. ABBOTT LABORATORIES		2015-01-06	2024-01-08
c	44. ASSURANT INC		2023-08-17	2024-01-08
d	400. BAKER HUGHES A GE CO		2022-05-03	2024-01-08
e	27. COSTCO WHSL CORP NEW		2015-01-06	2024-01-08
	80. ILLINOIS TOOL WORKS INC COM		2015-01-06	2024-01-08
	47. MC DONALDS CORPORATION COMMON		2022-06-22	2024-01-08
	53. S & P GLOBAL INC		2019-06-05	2024-01-08
	25. EVEREST RE GRP LTD		2023-04-19	2024-01-08
	12. EVEREST RE GRP LTD		2023-10-24	2024-01-08
	28. ASSURANT INC		2023-08-16	2024-01-09
	31. ASSURANT INC		2023-08-21	2024-01-10
	47. ASSURANT INC		2023-08-18	2024-01-11
	90. BUNGE GLOBAL SA		2024-01-08	2024-01-22
	60000. CREDIT SUISSE NEW YO 3.625% 9/09/24		2018-05-23	2024-02-13
	65000. GOLDMAN SACHS GRP 3.272% 9/29/25		2022-04-07	2024-02-15
	300. AMERICAN INTERNATIONAL GROUP		2012-09-12	2024-02-21
	82. AMERIPRISE FINL INC		2021-02-19	2024-02-21
	300. AMPHENOL CORP NEW		2022-11-01	2024-02-21
	610. BOSTON SCIENTIFIC CORP COM		2022-11-02	2024-02-21
	13. BROADCOM INC		2022-05-19	2024-02-21
	31. ELI LILLY & CO COM		2021-11-05	2024-02-21
	25. THERMO ELECTRON CORP		2019-02-28	2024-02-21
	34. ACCENTURE PLC IRELAND SHS CL A		2022-08-03	2024-02-21
	70. AT&T INC		2022-11-01	2024-03-05
	11. ABBVIE INC		2024-02-21	2024-03-05
	4. ALIGN TECHNOLOGY INC		2023-06-30	2024-03-05
	7. ALLSTATE CORP COM		2022-11-21	2024-03-05
	36. ALPHABET INC/CA		2023-07-31	2024-03-05
	25. AMAZON COM INC		2023-08-31	2024-03-05
	1. ELEVANCE HEALTH INC		2022-10-10	2024-03-05
	28. APPLE INC		2023-07-31	2024-03-05
	6. APPLIED MATERIALS INC		2023-09-25	2024-03-05
	3. ARES MANAGEMENT CORP		2023-04-13	2024-03-05
	3141.361 ARISTOTLE FLTNG RT INC-I		2023-07-03	2024-03-05
	6893.382 BNY MELLON BOND FD CL M		2023-07-03	2024-03-05
	18442.623 BNY MELLON BOND FD CL M		2022-03-09	2024-03-05
	30. BANK OF AMERICA CORP		2022-09-23	2024-03-05
	5. BECTON DICKINSON AND COMPANY		2023-08-31	2024-03-05
	7. BERKSHIRE HATHAWAY INC DEL CL B		2023-09-25	2024-03-05
	8. CME GROUP INC		2021-11-24	2024-03-05
	20. CSX CORP COM		2003-06-09	2024-03-05
	30. CHEWY INC - CLASS A		2023-09-25	2024-03-05
	30. CISCO SYS INC		2023-08-31	2024-03-05
	1. CINTAS CORP		2024-01-08	2024-03-05
	20. COCA - COLA CO		2022-01-27	2024-03-05
	9. CONSTELLATION ENERGY CORP		2023-12-14	2024-03-05
	20. CORNING INC COM		2023-02-17	2024-03-05
	10. COSTAR GROUP INC		2023-11-10	2024-03-05
	7. DANAHER CORP COMMON		2024-01-08	2024-03-05
	10. DOMINION RES INC VA NEW		2023-12-18	2024-03-05
	24. EXXON MOBIL CORP		2022-11-01	2024-03-05
	20. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2023-07-31	2024-03-05
	3. GENUINE PARTS CO		2023-03-06	2024-03-05
	2. GOLDMAN SACHS GROUP INC		2024-02-21	2024-03-05
	2873.563 HOTCHKIS & WILEY HIGH YLD-I		2023-07-03	2024-03-05
	3. HUBSPOT INC		2023-06-30	2024-03-05
	7. ILLUMINA INC		2023-07-31	2024-03-05
	10. INGERSOLL RAND INC		2024-02-21	2024-03-05
	10. INTEL CORPORATION		2023-12-14	2024-03-05
	20. INTERPUBLIC GROUP OF COMPANIES INC		2024-01-08	2024-03-05
	1. INTUITIVE SURGICAL INC		2023-06-30	2024-03-05
	18. J P MORGAN CHASE & CO		2023-04-19	2024-03-05
	20. LAS VEGAS SANDS CORP		2022-06-08	2024-03-05
	3. ELI LILLY & CO COM		2021-11-05	2024-03-05
	2. LULULEMON ATHLETICA INC		2024-01-08	2024-03-05
	6. MARATHON PETROLEUM CORP		2023-12-14	2024-03-05
	1. MARTIN MARIETTA MATLS INC		2022-08-31	2024-03-05
	19. MICROSOFT CORP COM		2024-02-21	2024-03-05
	30. NEWMONT MINING CORP		2023-12-14	2024-03-05
	3. NORTHROP GRUMMAN CORP		2023-09-25	2024-03-05
	7. NVIDIA CORP		2024-02-21	2024-03-05
	10. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-03-05
	3. PROCTER & GAMBLE CO COM		2023-01-19	2024-03-05
	6. PROGRESSIVE CORP OHIO		2024-02-21	2024-03-05
	10. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2024-03-05
	4. REPLIGEN CORP		2023-08-31	2024-03-05
	2. ROPER TECHNOLOGIES INC		2024-02-21	2024-03-05
	10. SHELL PLC-W/I-ADR		2024-01-08	2024-03-05
	20. SANOFI-SYNTHELABO		2023-04-14	2024-03-05
	8. SAREPTA THERAPEUTICS INC		2023-06-30	2024-03-05
	20. SCHLUMBERGER LIMITED COM		2023-09-01	2024-03-05
	20. SHOPIFY INC-A W/I		2024-01-08	2024-03-05
	10. BLOCK INC		2023-06-30	2024-03-05
	10. SYNCHRONY FINANCIAL		2020-08-03	2024-03-05
	2340.093 TCW EMERGING MARKETS INCOME FUND-I		2020-08-05	2024-03-05
	10. UBER TECHNOLOGIES INC		2023-07-31	2024-03-05
	3. UNITED HEALTH GROUP INC		2016-10-19	2024-03-05
	10. VOYA FINANCIAL INC		2020-04-16	2024-03-05
	3. ZOETIS INC		2024-01-08	2024-03-05
	10. CRH PLC		2023-09-25	2024-03-05
	9. EATON CORP PLC		2022-09-26	2024-03-05
	30. INTERNATIONAL GAME TECHNOLOG		2023-10-24	2024-03-05
	20. MEDTRONIC PLC		2024-01-08	2024-03-05
	4. RENAISSANCERE HLDGS LTD		2023-12-14	2024-03-05
	5. TRANE TECHNOLOGIES PLC		2015-01-06	2024-03-05
	60000. INTEL CORP 2.45% 11/15/29		2020-05-11	2024-03-08
	60000. BARCLAYS PLC 3.65% 3/16/25		2021-10-07	2024-03-19
	37. ELEVANCE HEALTH INC		2022-10-10	2024-03-20
	510. BANK OF AMERICA CORP		2015-02-25	2024-03-20
	265. CSX CORP COM		2003-06-09	2024-03-20
	320. COCA - COLA CO		2019-08-08	2024-03-20
	370. CORNING INC COM		2023-02-17	2024-03-20
	469. EXXON MOBIL CORP		2022-10-10	2024-03-20
	60. GENUINE PARTS CO		2023-03-06	2024-03-20
	32. MARTIN MARIETTA MATLS INC		2022-08-31	2024-03-20
	130. MICROCHIP TECHNOLOGY INC		2023-03-03	2024-03-20
	93. NIKE INC CL B		2013-02-22	2024-03-20
	23. NORTHROP GRUMMAN CORP		2023-09-25	2024-03-20
	63. PROCTER & GAMBLE CO COM		2022-09-14	2024-03-20
	270. SHELL PLC-W/I-ADR		2024-01-08	2024-03-20
	190. SYNCHRONY FINANCIAL		2020-04-16	2024-03-20
	120. VOYA FINANCIAL INC		2015-10-19	2024-03-20
	60000. MITSUBISHI UFJ FIN G 2.193% 2/25/25		2021-10-15	2024-03-27
	55000. BANK OF AMERICA CORP 3.95% 4/21/25		2018-05-22	2024-04-08
	15. DEERE & COMPANY		2003-03-26	2024-04-09
	36. INTUITIVE SURGICAL INC		2023-06-30	2024-04-09
	92. J P MORGAN CHASE & CO		2023-04-12	2024-04-09
	65. ELI LILLY & CO COM		2020-06-23	2024-04-09
	40. MARATHON PETROLEUM CORP		2023-12-14	2024-04-09
	156. NEXTERA ENERGY INC		2011-04-04	2024-04-09
	116. PROGRESSIVE CORP OHIO		2024-02-21	2024-04-09
	210. PUBLIC SERVICE ENTERPRISE GROUP INC COM		2022-04-08	2024-04-09
	12. REGENERON PHARMACEUTICALS INC		2022-09-23	2024-04-09
	12. THERMO ELECTRON CORP		2019-02-28	2024-04-09
	130. TWILIO INC - A		2023-06-01	2024-04-09
	47. EATON CORP PLC		2019-07-02	2024-04-09
	44. ABBVIE INC		2024-02-21	2024-04-25
	191. ABBVIE INC		2019-09-20	2024-04-25
	60000. AMAZON.COM INC 3.3% 4/13/27		2022-06-09	2024-05-07
	130. CF INDS HLDGS INC		2024-03-20	2024-05-07
	55000. GLAXOSMITHKLINE CAP 3.875% 5/15/28		2020-08-11	2024-05-08
	500. INTERPUBLIC GROUP OF COMPANIES INC		2024-01-08	2024-05-08
	55000. CITIGROUP INC 3.98% 3/20/30		2020-05-13	2024-06-06
	280. INTEL CORPORATION		2023-12-14	2024-06-12
	210. SHOPIFY INC-A W/I		2024-01-08	2024-06-12
	160. SHOPIFY INC-A W/I		2023-06-01	2024-06-12
	130. AT&T INC		2022-11-01	2024-06-18
	7. ALIGN TECHNOLOGY INC		2023-06-30	2024-06-18
	13. ALLSTATE CORP COM		2022-11-21	2024-06-18
	4. ALPHABET INC/CA		2023-07-31	2024-06-18
	68. ALPHABET INC/CA		2024-03-20	2024-06-18
	50. AMAZON COM INC		2024-03-20	2024-06-18
	20. AMERICAN INTERNATIONAL GROUP		2020-04-16	2024-06-18
	6. AMETEK INC NEW		2024-04-09	2024-06-18
	51. APPLE INC		2023-07-31	2024-06-18
	16. APPLIED MATERIALS INC		2024-03-20	2024-06-18
	15. ARES MANAGEMENT CORP		2024-04-09	2024-06-18
	6256. BNY MELLON INTL EQTY-Y		2009-06-22	2024-06-18
	10447.888 BNYM GLBL RL EST SEC-Y		2011-05-20	2024-06-18
	40. BANK OF AMERICA CORP		2024-04-09	2024-06-18
	9. BECTON DICKINSON AND COMPANY		2023-08-31	2024-06-18
	11. BERKSHIRE HATHAWAY INC DEL CL B		2023-09-25	2024-06-18
	20. BIO-TECHNE CORP		2024-02-21	2024-06-18
	13. CME GROUP INC		2024-02-21	2024-06-18
	3. CME GROUP INC		2021-11-24	2024-06-18
	8. CHEVRON CORPORATION		2024-03-20	2024-06-18
	50. CHEWY INC - CLASS A		2023-09-25	2024-06-18
	50. CISCO SYS INC		2023-08-31	2024-06-18
	2. CINTAS CORP		2024-01-08	2024-06-18
	20. CITIGROUP INC		2024-03-20	2024-06-18
	11. CONOCOPHILLIPS		2024-03-20	2024-06-18
	17. CONSTELLATION ENERGY CORP		2023-12-14	2024-06-18
	30. COSTAR GROUP INC		2024-04-09	2024-06-18
	14. DANAHER CORP COMMON		2024-01-08	2024-06-18
	6. DEXCOM INC		2024-04-25	2024-06-18
	15. DISNEY (WALT) COMPANY HOLDING CO.		2024-03-20	2024-06-18
	50. DOMINION RES INC VA NEW		2024-04-09	2024-06-18
	50. EQT CORP COM		2024-03-20	2024-06-18
	20. EDWARDS LIFESCIENCES CORP		2024-04-09	2024-06-18
	60. FIRST HORIZON NATL CORP		2024-03-20	2024-06-18
	50. FREEPORT-MCMORAN COPPER & GOLD INC CL B		2024-04-09	2024-06-18
	30. GENERAL MOTORS CO		2024-03-20	2024-06-18
	5. GOLDMAN SACHS GROUP INC		2024-02-21	2024-06-18
	30. HOWMET AEROSPACE INC		2024-04-09	2024-06-18
	4. HUBSPOT INC		2023-06-30	2024-06-18
	11. ILLUMINA INC		2023-07-31	2024-06-18
	30. INGERSOLL RAND INC		2024-02-21	2024-06-18
	4. INTUITIVE SURGICAL INC		2024-06-12	2024-06-18
	23. J P MORGAN CHASE & CO		2003-06-09	2024-06-18
	80. KENVUE INC		2024-04-09	2024-06-18
	8. L3HARRIS TECHNOLOGIES INC		2024-03-20	2024-06-18
	4. LABCORP HOLDINGS INC		2024-06-12	2024-06-18
	50. LAS VEGAS SANDS CORP		2022-06-08	2024-06-18
	2. LULULEMON ATHLETICA INC		2024-01-08	2024-06-18
	7. MARATHON PETROLEUM CORP		2023-12-14	2024-06-18
	36. MICROSOFT CORP COM		2024-01-08	2024-06-18
	2. NETFLIX COM INC		2023-06-30	2024-06-18
	50. NEWMONT MINING CORP		2023-12-14	2024-06-18
	3. NORTHROP GRUMMAN CORP		2023-09-25	2024-06-18
	8. NOVARTIS AG SPNSRD ADR		2024-04-25	2024-06-18
	70. NVIDIA CORP		2023-11-10	2024-06-18
	60. NVIDIA CORP		2024-02-21	2024-06-18
	30. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-06-18
	20. OMNICOM GROUP INC COM		2024-05-08	2024-06-18
	8. PHILLIPS 66		2024-03-20	2024-06-18
	5. REPLIGEN CORP		2023-08-31	2024-06-18
	5. ROPER TECHNOLOGIES INC		2024-02-21	2024-06-18
	7. ROSS STORES INC		2024-03-20	2024-06-18
	40. SANOFI-SYNTHELABO		2023-04-14	2024-06-18
	15. SAREPTA THERAPEUTICS INC		2023-06-30	2024-06-18
	60. SCHLUMBERGER LIMITED COM		2023-08-31	2024-06-18
	20. BLOCK INC		2023-06-30	2024-06-18
	30. UBER TECHNOLOGIES INC		2023-07-31	2024-06-18
	6. UNITED HEALTH GROUP INC		2024-04-25	2024-06-18
	207.637 VAN ECK CM COMMODITY INDX-I		2015-07-29	2024-06-18
	23. VERALTO CORP-W/I		2024-04-09	2024-06-18
	20. VOYA FINANCIAL INC		2015-10-19	2024-06-18
	8. ZOETIS INC		2024-01-08	2024-06-18
	30. CRH PLC		2024-04-09	2024-06-18
	11. EATON CORP PLC		2018-07-10	2024-06-18
	70. INTERNATIONAL GAME TECHNOLOG		2023-10-25	2024-06-18
	40. JOHNSON CTLS INTL PLC		2024-04-09	2024-06-18
	40. MEDTRONIC PLC		2024-01-08	2024-06-18
	6. RENAISSANCERE HLDGS LTD		2023-12-14	2024-06-18
	7. TRANE TECHNOLOGIES PLC		2015-01-06	2024-06-18
	10. ALCON INC		2024-06-12	2024-06-18
	32. NORTHROP GRUMMAN CORP		2023-09-25	2024-06-24
	40. ARES MANAGEMENT CORP		2024-04-09	2024-07-23
	26. CINTAS CORP		2024-01-08	2024-07-23
	20. GRAIL INC		2023-07-31	2024-07-23
	70. LAS VEGAS SANDS CORP		2022-06-08	2024-07-23
	340. NEWMONT MINING CORP		2023-12-14	2024-07-23
	120. CRH PLC		2024-04-09	2024-07-23
	190. INTERNATIONAL GAME TECHNOLOG		2023-10-25	2024-07-23
	12. ARES MANAGEMENT CORP		2024-04-09	2024-07-24
	107. ARES MANAGEMENT CORP		2023-04-12	2024-07-24
	20. INTERNATIONAL GAME TECHNOLOG		2023-10-25	2024-07-24
	157. INTERNATIONAL GAME TECHNOLOG		2023-04-18	2024-07-24
	39. CONSTELLATION ENERGY CORP		2023-12-14	2024-07-25
	210. EDWARDS LIFESCIENCES CORP		2024-04-09	2024-07-25
	60. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-07-25
	177. INTERNATIONAL GAME TECHNOLOG		2023-04-17	2024-07-25
	176. INTERNATIONAL GAME TECHNOLOG		2023-04-14	2024-07-26
	1840.806 BNY MELLON MID CAP STK FD CL M		2003-03-26	2024-07-29
	416.748 BNY MELLON SMALL CAP STK FD CL M SHS		2003-03-26	2024-07-29
	138.988 BNY MELLON EMERGING MKTS FD CL M SHS		2015-07-08	2024-07-29
	2587.373 BNY MELLON INTL FD CL M SHSS		2008-09-19	2024-07-29
	500.569 BNYM GLBL RL RTRN -Y		2014-02-18	2024-07-29
	50.258 BNY MELLON INTL EQTY-Y		2023-12-15	2024-07-29
	1386.11 BNY MELLON INTL EQTY-Y		2009-06-22	2024-07-29
	502.467 BNYM GLBL RL EST SEC-Y		2011-06-15	2024-07-29
	36.847 BNYM SM CAP STCK INDX-I		2020-03-24	2024-07-29
	147. NOVARTIS AG SPNSRD ADR		2024-04-25	2024-07-29
	8. VONTIER CORPORATION		2003-06-09	2024-07-29
	93. CHEVRON CORPORATION		2024-03-20	2024-08-01
	65000. LLOYDS BANKING GROUP 2.438% 2/05/26		2021-08-09	2024-08-06
	57. J P MORGAN CHASE & CO		2003-06-09	2024-08-08
	42. EATON CORP PLC		2015-01-06	2024-08-08
	24. TRANE TECHNOLOGIES PLC		2015-01-06	2024-08-08
	8. EATON CORP PLC		2015-08-03	2024-08-27
	70. EATON CORP PLC		2012-11-30	2024-08-27
	79. ROSS STORES INC		2024-03-20	2024-08-28
	250. OCCIDENTAL PETROLEUM CORPORATION COMMON		2023-08-02	2024-09-12
	44. J P MORGAN CHASE & CO		2003-06-09	2024-09-13
	60000. U S BANCORP 3.1% 4/27/2026		2018-05-22	2024-09-16
	40. WILLIS TOWERS WATSON PLC		2024-07-23	2024-10-04
	60000. SHELL INTERNATIONAL FINANCE BV		2021-12-20	2024-10-17
	60000. SHELL FINANCE US INC 2.75% 4/06/30		2021-12-20	2024-10-23
	210. CITIGROUP INC		2024-03-20	2024-10-24
	20. SANOFI-SYNTHELABO		2023-12-14	2024-10-24
	70. SANOFI-SYNTHELABO		2024-06-24	2024-10-24
	100. SANOFI-SYNTHELABO		2023-04-17	2024-10-24
	4. UNITED HEALTH GROUP INC		2024-03-20	2024-10-24
	8. UNITED HEALTH GROUP INC		2024-04-25	2024-10-24
	17. ALLSTATE CORP COM		2024-08-08	2024-10-31
	32. ALLSTATE CORP COM		2022-11-15	2024-10-31
	60. T -MOBILE US INC		2024-07-23	2024-10-31
	20. CONSTELLATION ENERGY CORP		2023-12-14	2024-11-14
	9. CONSTELLATION ENERGY CORP		2023-09-25	2024-11-14
	3. SAREPTA THERAPEUTICS INC		2023-06-30	2024-11-14
	11. UNITED HEALTH GROUP INC		2024-03-20	2024-11-14
	6. UNITED HEALTH GROUP INC		2016-09-14	2024-11-14
	479.085 BNY MELLON INCOME STK FD CL M		2023-12-07	2024-11-20
	837.872 BNY MELLON INCOME STK FD CL M		2022-12-07	2024-11-20
	220. CELSIUS HOLDINGS INC		2024-07-23	2024-11-26
	72. DEXCOM INC		2024-04-25	2024-11-26
	72. DEXCOM INC		2024-07-25	2024-11-26
	60000. META PLATFORMS INC 3.5% 8/15/27		2023-04-11	2024-12-05
	120. SCHLUMBERGER LIMITED COM		2024-04-09	2024-12-13
	460. SCHLUMBERGER LIMITED COM		2023-04-12	2024-12-13
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	9,355	9,534	-179
b	19,600	13,160	6,440
c	7,303	6,508	795
d	12,807	12,457	350
e	17,695	5,117	12,578
	20,458	7,848	12,610
	13,555	11,451	2,104
	22,770	11,776	10,994
	9,138	9,360	-222
	4,386	4,759	-373
	4,593	3,972	621
	5,060	4,391	669
	7,710	6,585	1,125
	8,009	8,849	-840
	59,316	61,918	-2,602
	64,045	64,789	-744
	20,526	9,422	11,104
	32,352	18,574	13,778
	31,373	22,660	8,713
	39,950	26,688	13,262
	15,778	6,986	8,792
	22,911	8,588	14,323
	13,730	8,972	4,758
	12,249	9,092	3,157
	1,198	1,286	-88
	1,966	1,917	49
	1,210	1,416	-206
	1,095	938	157
	4,785	4,767	18
	4,384	3,456	928
	500	468	32
	4,790	5,492	-702
	1,256	817	439
	406	247	159
	30,000	29,466	534
	75,207	75,000	207
	201,209	225,000	-23,791
	1,054	944	110
	1,190	1,398	-208
	2,810	2,523	287
	1,766	1,829	-63
	769	35	734
	524	546	-22
	1,460	1,724	-264
	623	583	40
	1,196	1,215	-19
	1,617	1,047	570
	660	711	-51
	887	793	94
	1,795	1,625	170
	475	483	-8
	2,520	2,685	-165
	760	892	-132
	451	521	-70
	785	772	13
	30,000	29,138	862
	1,851	1,596	255
	955	1,343	-388
	902	885	17
	439	460	-21
	636	665	-29
	397	342	55
	3,368	2,543	825
	1,004	741	263
	2,349	791	1,558
	894	982	-88
	1,050	893	157
	598	347	251
	7,768	7,584	184
	1,025	1,239	-214
	1,391	1,279	112
	5,984	4,706	1,278
	607	614	-7
	477	436	41
	1,141	1,135	6
	641	721	-80
	775	695	80
	1,083	1,093	-10
	629	645	-16
	949	1,127	-178
	978	916	62
	991	1,203	-212
	1,486	1,547	-61
	763	661	102
	410	229	181
	15,000	19,058	-4,058
	795	493	302
	1,439	437	1,002
	666	421	245
	560	586	-26
	825	560	265
	2,632	1,204	1,428
	730	905	-175
	1,707	1,724	-17
	895	774	121
	1,435	240	1,195
	53,308	62,460	-9,152
	58,841	64,550	-5,709
	19,014	17,320	1,694
	18,351	10,360	7,991
	9,811	465	9,346
	19,330	16,668	2,662
	12,047	13,067	-1,020
	52,751	48,912	3,839
	9,282	10,413	-1,131
	19,271	11,104	8,167
	11,251	10,665	586
	9,261	2,526	6,735
	10,787	9,803	984
	10,191	9,026	1,165
	17,913	17,409	504
	8,056	3,579	4,477
	8,577	4,928	3,649
	58,285	61,860	-3,575
	54,122	55,726	-1,604
	6,180	302	5,878
	13,944	12,298	1,646
	18,086	12,262	5,824
	49,041	10,254	38,787
	8,431	5,955	2,476
	10,149	3,396	6,753
	23,774	21,945	1,829
	14,059	14,361	-302
	11,287	8,278	3,009
	7,040	3,117	3,923
	7,981	8,754	-773
	14,770	4,240	10,530
	7,347	7,669	-322
	31,894	14,287	17,607
	57,499	59,230	-1,731
	9,678	11,233	-1,555
	53,034	65,876	-12,842
	15,432	16,628	-1,196
	52,029	60,690	-8,661
	8,766	12,878	-4,112
	13,598	16,242	-2,644
	10,360	9,277	1,083
	2,326	2,384	-58
	1,716	2,479	-763
	2,075	1,741	334
	702	530	172
	11,936	10,067	1,869
	9,084	8,809	275
	1,478	474	1,004
	1,011	1,085	-74
	10,914	9,756	1,158
	3,941	3,202	739
	2,011	1,991	20
	135,380	115,843	19,537
	80,553	85,755	-5,202
	1,591	1,506	85
	2,103	2,516	-413
	4,476	3,965	511
	1,496	1,425	71
	2,555	2,789	-234
	590	686	-96
	1,233	1,245	-12
	1,275	911	364
	2,291	2,873	-582
	1,412	1,165	247
	1,217	1,189	28
	1,210	1,338	-128
	3,677	1,979	1,698
	2,185	2,858	-673
	3,586	3,251	335
	700	829	-129
	1,523	1,727	-204
	2,469	2,473	-4
	1,937	1,687	250
	1,730	1,848	-118
	862	907	-45
	2,369	2,558	-189
	1,421	1,265	156
	2,263	1,931	332
	2,394	1,977	417
	2,280	2,128	152
	1,191	2,110	-919
	2,815	2,656	159
	1,730	1,706	24
	4,523	1,734	2,789
	1,496	1,634	-138
	1,771	1,705	66
	813	795	18
	2,204	1,853	351
	629	982	-353
	1,207	1,042	165
	16,039	13,881	2,158
	1,361	881	480
	2,058	2,065	-7
	1,297	1,279	18
	840	793	47
	9,337	3,346	5,991
	8,003	4,034	3,969
	1,835	1,843	-8
	1,806	1,901	-95
	1,094	1,258	-164
	615	869	-254
	2,781	2,734	47
	1,047	1,029	18
	1,898	2,253	-355
	1,763	1,718	45
	2,691	3,586	-895
	1,247	1,322	-75
	2,101	1,479	622
	2,914	2,972	-58
	15,018	16,872	-1,854
	2,314	2,055	259
	1,439	740	699
	1,360	1,562	-202
	2,334	2,515	-181
	3,585	826	2,759
	1,427	2,069	-642
	2,726	2,615	111
	3,184	3,448	-264
	1,357	1,161	196
	2,377	337	2,040
	888	923	-35
	13,771	13,639	132
	6,011	5,310	701
	19,683	15,148	4,535
	305	513	-208
	2,871	2,594	277
	15,989	14,042	1,947
	9,852	10,059	-207
	3,924	5,617	-1,693
	1,755	1,593	162
	15,648	8,554	7,094
	405	591	-186
	3,177	4,478	-1,301
	6,636	4,539	2,097
	12,775	19,406	-6,631
	3,648	3,686	-38
	3,574	4,941	-1,367
	4,091	4,870	-779
	31,367	23,104	8,263
	8,889	4,014	4,875
	1,394	1,211	183
	37,853	29,440	8,413
	7,904	7,508	396
	1,097	1,014	83
	30,245	25,789	4,456
	4,120	3,746	374
	1,033	896	137
	16,273	15,031	1,242
	315	25	290
	14,189	14,468	-279
	64,046	67,862	-3,816
	11,596	1,956	9,640
	12,007	2,591	9,416
	7,842	1,154	6,688
	2,380	390	1,990
	20,727	2,749	17,978
	11,846	11,615	231
	12,765	15,360	-2,595
	9,034	1,510	7,524
	58,937	59,064	-127
	11,628	10,921	707

	54,841	63,138	-8,297
	13,205	12,482	723
	1,030	972	58
	3,606	3,434	172
	5,152	5,624	-472
	2,248	1,970	278
	4,495	3,963	532
	3,185	2,889	296
	5,996	4,228	1,768
	13,421	10,578	2,843
	4,539	2,328	2,211
	2,042	1,004	1,038
	333	344	-11
	6,522	5,416	1,106
	3,558	850	2,708
	4,120	3,344	776
	7,206	6,284	922
	6,089	10,368	-4,279
	5,576	9,946	-4,370
	5,576	7,891	-2,315
	58,767	58,130	637
	4,822	6,485	-1,663
	18,485	25,373	-6,888
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935
			17,935

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			-179
b			6,440
c			795
d			350
e			12,578
			12,610
			2,104
			10,994
			-222
			-373
			621
			669
			1,125
			-840
			-2,602
			-744
			11,104
			13,778
			8,713
			13,262
			8,792
			14,323
			4,758
			3,157
			-88
			49
			-206
			157
			18
			928
			32
			-702
			439
			159
			534
			207
			-23,791
			110
			-208
			287
			-63
			734
			-22
			-264
			40
			-19
			570
			-51
			94
			170
			-8
			-165
			-132
			-70
			13
			862
			255
			-388
			17
			-21
			-29
			55
			825
			263
			1,558
			-88
			157
			251
			184
			-214
			112
			1,278
			-7
			41
			6
			-80
			80
			-10
			-16
			-178
			62
			-212
			-61
			102
			181
			-4,058
			302
			1,002
			245
			-26
			265
			1,428
			-175
			-17
			121
			1,195
			-9,152
			-5,709
			1,694
			7,991
			9,346
			2,662
			-1,020
			3,839
			-1,131
			8,167
			586
			6,735
			984
			1,165
			504
			4,477
			3,649
			-3,575
			-1,604
			5,878
			1,646
			5,824
			38,787
			2,476
			6,753
			1,829
			-302
			3,009
			3,923
			-773
			10,530
			-322
			17,607
			-1,731
			-1,555
			-12,842
			-1,196
			-8,661
			-4,112
			-2,644
			1,083
			-58
			-763
			334
			172
			1,869
			275
			1,004
			-74
			1,158
			739
			20
			19,537
			-5,202
			85
			-413
			511
			71
			-234
			-96
			-12
			364
			-582
			247
			28
			-128
			1,698
			-673
			335
			-129
			-204
			-4
			250
			-118
			-45
			-189
			156
			332
			417
			152
			-919
			159
			24
			2,789
			-138
			66
			18
			351
			-353
			165
			2,158
			480
			-7
			18
			47
			5,991
			3,969
			-8
			-95
			-164
			-254
			47
			18
			-355
			45
			-895
			-75
			622
			-58
			-1,854
			259
			699
			-202
			-181
			2,759
			-642
			111
			-264
			196
			2,040
			-35
			132
			701
			4,535
			-208
			277
			1,947
			-207
			-1,693
			162
			7,094
			-186
			-1,301
			2,097
			-6,631
			-38
			-1,367
			-779
			8,263
			4,875
			183
			8,413
			396
			83
			4,456
			374
			137
			1,242
			290
			-279
			-3,816
			9,640
			9,416
			6,688
			1,990
			17,978
			231
			-2,595
			7,524
			-127
			707

			-8,297
			723
			58
			172
			-472
			278
			532
			296
			1,768
			2,843
			2,211
			1,038
			-11
			1,106
			2,708
			776
			922
			-4,279
			-4,370
			-2,315
			637
			-1,663
			-6,888

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	323,084
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,298
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	7,298
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	7,298
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	6,964
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	6,964
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	334
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Yes

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

The books are in care of right arrow

BNY MELLON NA Telephone no. right arrow

(215) 553-3252

Located at right arrow

PO BOX 185PITTSBURGHPA ZIP+4 right arrow

152300185

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
JAMES A RIVIELLO	CO-TRUSTEE 1	0
66 HARBARD ROAD HAVERTOWN,PA19083	CO-TRUSTEE 1	0
BNY MELLON N A	TRUSTEE 1	87,879
PO BOX 185 PITTSBURGH,PA152300185	TRUSTEE 1	87,879

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

8,414,016

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

169,792

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

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

8,583,808

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

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

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

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

8,583,808

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

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

128,757

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

8,455,051

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

422,753

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

422,753

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

7,298

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

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

7,298

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

415,455

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

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

415,455

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

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

415,455

Part XI

Qualifying Distributions (see instructions)

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

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

336,203

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

336,203

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					415,455
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......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 336,203
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.....					336,203
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 ..........					79,252
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
PENNSYLVANIA HOSPITAL PENN MEDICINE 3535 MARKET ST STE PHILADELPHIA,PA191043309	NONE	PC	GENERAL OPERATING	150,526
THOMAS JEFFERSON UNIVERSITY OFC OF INST ADV 125 S 9TH ST STE PHILADELPHIA,PA19107	NONE	PC	GENERAL OPERATING	150,526
Total ................................. 3a				301,052

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	257,020
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	323,084
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) ..				580,104

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

580,104

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	DINON LOUIS R FBO LOIS-TR C/O BNY MELLON NA PO BOX 185 PITTSBURGH, PA152300185	$ 373,870	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	DINON LIVIA P TRUST UD 1-22-79 C/O BNY MELLON NA PO BOX 185 PITTSBURGH, PA152300185	$ 133,517	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	DINON LOIS V-TR C/O BNY MELLON NA PO BOX 185 PITTSBURGH, PA152300185	$ 103,406	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR		Employer identification number 25-6821850

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	5,060.60 SHARES OF VARIOUS SECURITIES	$ 225,212	2024-07-24
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	3,457.02 SHARES OF VARIOUS SECURITIES	$ 81,171	2024-07-24
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	2,550.61 SHARES OF VARIOUS SECURITIES	$ 31,750	2024-07-24
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Description	Amount
CY PURCHASE OF ACCRUED INTEREST	1,164
ROC ON CY SALES	145
PY RETURN OF CAPITAL ADJUSTMENT	169
TAX LOT BASIS ADJUSTMENT	194
COST BASIS ADJUSTMENT	748
FMV AND COST BASIS OF ASSET CONTR	175,596

Description	Amount
MUTUAL FUND TIMING ADJ	266
PY PURCHASE OF ACCRUED INTEREST	2,045

Category	Amount	Net Investment Income
FOREIGN TAXES	1,715	1,715
FEDERAL TAX PAYMENT - PRIOR YE	1,544	0
FEDERAL ESTIMATES - PRINCIPAL	6,964	0
FOREIGN TAXES ON NONQUALIFIED	417	417


Name of organization DINON L R FDN FOR CLIN CARDIOLOGY-TR			Employer identification number 25-6821850
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
780082AD5 ROYAL BANK OF CANADA	AT COST	58,175	54,930
87234N765 TCW EMERGING MARKETS	AT COST	204,686	162,356
026874784 AMERICAN INTERNATION	AT COST	3,734	11,430
191216100 COCA-COLA CO USD
654106103 NIKE INC CL B	AT COST	164	454
91159HHM5 U S BANCORP 3.1% 4
921075297 VAN ECK CM COMMODITY
929089100 VOYA FINANCIAL INC	AT COST	9,381	13,766
12572Q105 CME GROUP INC	AT COST	31,711	38,318
65339F101 NEXTERA ENERGY INC	AT COST	338	1,721
86562MAF7 SUMITOMO MITSUI FINL	AT COST	62,379	58,141
G8994E103 TRANE TECHNOLOGIES P	AT COST	2,549	19,576
023135106 AMAZON COM INC	AT COST	53,316	134,925
05588D753 BNY MELLON INTL EQTY
05588F709 BNYM GLBL RL EST SEC
060505104 BANK OF AMERICA CORP	AT COST	13,557	15,822
126408103 CSX CORP COM	AT COST	552	10,165
21684AAF3 COOPERATIEVE RABOBAN	AT COST	53,611	53,892
22546QAP2 CREDIT SUISSE NEW YO
377372AN7 GLAXOSMITHKLINE CAP
464287507 ISHARES TR S&P MIDCA	AT COST	430,383	543,032
594918104 MICROSOFT CORP COM	AT COST	57,098	161,013
95000U2D4 WELLS FARGO & CO	AT COST	58,630	53,324
20030NCA7 COMCAST CORP	AT COST	56,330	52,401
458140BH2 INTEL CORP
464287804 ISHARES TR S & P SMA	AT COST	165,940	213,157
00287Y109 ABBVIE INC
035240AQ3 ANHEUSER-BUSCH INBEV	AT COST	60,301	54,978
037833100 APPLE INC	AT COST	58,191	159,267
05587K857 BNYM INTL STCK-Y	AT COST	81,752	210,950
06051GFP9 BANK OF AMERICA CORP
244199105 DEERE & COMPANY	AT COST	403	8,474
46625H100 J P MORGAN CHASE & C	AT COST	5,936	41,470
532457108 ELI LILLY & CO COM	AT COST	216	3,088
693475AW5 PNC FINANCIAL SERVIC	AT COST	60,086	52,045
78409V104 S & P GLOBAL INC
101137107 BOSTON SCIENTIFIC CO
172967ME8 CITIGROUP INC
22160K105 COSTCO WHSL CORP NEW
68389XBU8 ORACLE CORP	AT COST	64,186	57,611
87165B103 SYNCHRONY FINANCIAL
00206RGL0 A T & T INC	AT COST	56,555	53,807
02079K305 ALPHABET INC/CA	AT COST	55,042	141,975
452308109 ILLINOIS TOOL WORKS
464287200 ISHARES S&P 500 INDE	AT COST	391,127	644,605
883556102 THERMO ELECTRON CORP
91324P102 UNITED HEALTH GROUP	AT COST	5,730	21,752
G29183103 EATON CORP PLC
002824100 ABBOTT LABORATORIES
539439AV1 LLOYDS BANKING GROUP
437076CB6 HOME DEPOT INC 2.7%	AT COST	63,391	54,022
822582CG5 SHELL INTERNATIONAL
606822BN3 MITSUBISHI UFJ FIN G
110122CN6 BRISTOL-MYERS SQUIBB	AT COST	65,806	58,936
G1151C101 ACCENTURE PLC IRELAN
10373QAE0 BP CAPITAL MARKETS A	AT COST	62,541	53,847
03076C106 AMERIPRISE FINL INC	AT COST	71	1,597
06738EAE5 BARCLAYS PLC 3.65% 3
05722G100 BAKER HUGHES A GE CO
05569M830 BNY MELLON BOND FD C
744573106 PUBLIC SERVICE ENTER
00206R102 AT&T INC	AT COST	23,581	30,967
023135CF1 AMAZON.COM INC
580135101 MC DONALDS CORPORATI
254687FX9 WALT DISNEY COMPANY/	AT COST	58,917	53,114
032095101 AMPHENOL CORP NEW
464287457 ISHARES 1-3 YEAR TRE	AT COST	446,944	441,462
30231G102 EXXON MOBIL CORP	AT COST	7,796	23,343
517834107 LAS VEGAS SANDS CORP	AT COST	14,722	21,571
75886F107 REGENERON PHARMACEUT
036752103 ANTHEM INC
020002101 ALLSTATE CORP COM	AT COST	14,513	21,207
482480AL4 K L A CORP	AT COST	63,136	58,708
742718109 PROCTER & GAMBLE CO
11135F101 BROADCOM INC
573284106 MARTIN MARIETTA MATL
00771X419 G Q G PART EMERG MKT	AT COST	86,000	98,958
233203421 DFA EMERG MKTS CORE	AT COST	140,000	154,831
13607HR61 CANADIAN IMPERIAL BA	AT COST	58,194	58,348
38141GWQ3 GOLDMAN SACHS GRP
016255101 ALIGN TECHNOLOGY INC	AT COST	23,372	13,762
025816DB2 AMERICAN EXPRESS CO	AT COST	56,567	56,704
038222105 APPLIED MATERIALS IN	AT COST	26,388	27,159
03990B101 ARES MANAGEMENT CORP
04045F592 ARISTOTLE FLTNG RT I	AT COST	210,534	213,003
04621X108 ASSURANT INC	AT COST	17,172	17,058
06368LGV2 BANK OF MONTREAL	AT COST	60,559	60,466
075887109 BECTON DICKINSON AND	AT COST	40,230	34,938
084670702 BERKSHIRE HATHAWAY I	AT COST	43,009	56,207
16679L109 CHEWY INC - CLASS A	AT COST	11,080	20,429
17275R102 CISCO SYS INC	AT COST	31,061	36,112
21037T109 CONSTELLATION ENERGY	AT COST	12,380	24,832
219350105 CORNING INC COM
22160N109 COSTAR GROUP INC	AT COST	18,726	16,466
235851102 DANAHER CORP COMMON	AT COST	33,872	44,533
24422EWR6 JOHN DEERE CAPITAL C	AT COST	56,606	55,282
25746U109 DOMINION RES INC VA	AT COST	21,956	24,237
30303M8G0 META PLATFORMS INC
35671D857 FREEPORT-MCMORAN COP	AT COST	23,180	19,802
372460105 GENUINE PARTS CO
404280DZ9 HSBC HOLDINGS PLC	AT COST	59,782	60,878
44134R735 HOTCHKIS & WILEY HIG	AT COST	210,862	220,012
443573100 HUBSPOT INC	AT COST	22,871	29,961
452327109 ILLUMINA INC	AT COST	17,544	16,036
458140100 INTEL CORPORATION
46120E602 INTUITIVE SURGICAL I	AT COST	19,803	26,098
46432F842 ISHARES CORE MSCI EA	AT COST	214,405	214,284
46647PDH6 JPMORGAN CHASE & CO	AT COST	58,546	58,663
56585A102 MARATHON PETROLEUM C	AT COST	10,571	9,905
595017104 MICROCHIP TECHNOLOGY
61747YFA8 MORGAN STANLEY	AT COST	60,454	60,165
64110L106 NETFLIX COM INC	AT COST	8,808	17,826
651639106 NEWMONT MINING CORP	AT COST	9,499	8,561
666807102 NORTHROP GRUMMAN COR
67066G104 NVIDIA CORP	AT COST	34,161	181,292
674599105 OCCIDENTAL PETROLEUM
716973AE2 PFIZER INVESTMENT EN	AT COST	57,839	58,301
759916109 REPLIGEN CORP	AT COST	14,878	13,674
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803607100 SAREPTA THERAPEUTICS	AT COST	17,751	18,846
806857108 SCHLUMBERGER LIMITED
82509L107 SHOPIFY INC-A W/I
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87612EBP0 TARGET CORP	AT COST	55,043	53,165
89115A2S0 TORONTO-DOMINION BAN	AT COST	59,782	60,697
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90138F102 TWILIO INC - A
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G4863A108 INTERNATIONAL GAME T
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025816109 AMERICAN EXPRESS COM	AT COST	550	3,858
02665WFU0 AMERICAN HONDA FINAN	AT COST	59,848	58,704
03027X100 AMERICAN TOWER CORP-	AT COST	284	734
031100100 AMETEK INC NEW	AT COST	22,303	22,713
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06051GKP3 BANK OF AMERICA CORP	AT COST	53,467	54,416
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071813109 BAXTER INTL INC COM	AT COST	3,989	2,916
09073M104 BIO-TECHNE CORP	AT COST	10,689	10,805
110122108 BRISTOL MYERS SQUIBB	AT COST	4,897	5,656
125523100 CIGNA CORP	AT COST	176	1,933
14040H105 CAPITAL ONE FINL COR	AT COST	339	1,427
14448C104 CARRIER GLOBAL CORP	AT COST	148	1,843
14949P208 CAUSEWAY CAP MGMT TR	AT COST	205,000	186,532
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22550L2K6 CREDIT SUISSE NEW YO	AT COST	59,555	60,352
251526CS6 DEUTSCHE BANK NY 6.7	AT COST	61,727	62,300
25278X109 DIAMONDBACK ENERGY I	AT COST	10,950	10,977
254687106 DISNEY (WALT) COMPAN	AT COST	20,516	23,606
26884L109 EQT CORP COM	AT COST	34,644	42,882
30303M102 META PLATFORMS INC	AT COST	157	2,928
31428X106 FEDEX CORPORATION	AT COST	2,496	7,596
320517105 FIRST HORIZON NATL C	AT COST	10,425	13,897
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36828A101 GE VERNOVA LLC	AT COST	14,771	27,630
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443201108 HOWMET AEROSPACE INC	AT COST	21,752	36,092
443510607 HUBBELL INC COM	AT COST	39,455	41,889
45687V106 INGERSOLL RAND INC	AT COST	25,678	26,233
458140CG3 INTEL CORP	AT COST	50,858	48,342
459200101 INTERNATIONAL BUSINE	AT COST	627	1,759
460146103 INTERNATIONAL PAPER	AT COST	15,030	17,222
461202103 INTUIT INC COM	AT COST	311	3,771
464287226 ISHARES BARCLAYS AGG	AT COST	754,127	746,615
478160104 JOHNSON & JOHNSON CO	AT COST	19,549	24,441
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502431109 L3HARRIS TECHNOLOGIE	AT COST	26,477	25,654
504922105 LABCORP HOLDINGS INC	AT COST	14,790	16,740
53944YAX1 LLOYDS BANKING GROUP	AT COST	61,889	59,751
550021109 LULULEMON ATHLETICA	AT COST	11,783	9,178
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58933Y105 MERCK & CO INC	AT COST	427	1,592
59156R108 METLIFE INC	AT COST	11,765	11,463
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615369105 MOODYS CORP	AT COST	553	5,680
681919106 OMNICOM GROUP INC CO	AT COST	22,777	20,650
68389X105 ORACLE CORPORATION	AT COST	765	11,165
68902V107 OTIS WORLDWIDE CORP	AT COST	213	1,204
713448108 PEPSICO INC	AT COST	1,281	4,410
717081103 PFIZER INC COM	AT COST	273	504
718172109 PHILIP MORRIS INTERN	AT COST	10,602	13,239
718546104 PHILLIPS 66	AT COST	15,876	11,507
722304102 PINDUODUO INC-ADR	AT COST	11,354	9,117
75513E101 RTX CORPORATION	AT COST	494	3,124
776696106 ROPER TECHNOLOGIES I	AT COST	25,667	24,953
816851109 SEMPRA ENERGY	AT COST	442	3,158
87612E106 TARGET CORP	AT COST	267	676
88579Y101 3M CO	AT COST	10,527	13,038
902973304 US BANCORP DEL	AT COST	13,071	12,914
91159HJG6 US BANCORP	AT COST	59,962	57,472
92826C839 VISA INC	AT COST	296	2,212
949746101 WELLS FARGO & COMPAN	AT COST	349	983
98978V103 ZOETIS INC	AT COST	16,507	14,990
G0403H108 AON PLC/IRELAND A	AT COST	10,501	12,571
G51502105 JOHNSON CTLS INTL PL	AT COST	21,575	26,047
G54950103 LINDE PLC	AT COST	654	1,675
G5960L103 MEDTRONIC PLC	AT COST	37,483	35,147
H01301128 ALCON INC	AT COST	15,684	14,431
H1467J104 CHUBB LTD	AT COST	222	553
V7780T103 ROYAL CARIBBEAN CRUI	AT COST	11,191	12,457