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
GRACE F LAMB TRUST B
 
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

13-6210810
B Telephone number (see instructions)

(212) 922-8065
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$9,957,467J 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... 212,142 211,847  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 540,677
b Gross sales price for all assets on line 6a 4,703,378
7 Capital gain net income (from Part IV, line 2)... 540,677
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........ 752,819 752,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 79,206 63,365   15,841
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
12,793 2,129   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
329 79   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,328 65,573 0 16,091
25 Contributions, gifts, grants paid....... 461,646 461,646
26 Total expenses and disbursements. Add lines 24 and 25 553,974 65,573 0 477,737
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 198,845
b Net investment income (if negative, enter -0-) 686,951
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 60,836 104,270 104,270
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).......... 8,322,809 Click to see attachment
List of Attached Documents:
// Content
8,477,117 		9,853,197
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) 8,383,645 8,581,387 9,957,467
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........ 8,383,645 8,581,387
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,383,645 8,581,387
30 Total liabilities and net assets/fund balances (see instructions). 8,383,645 8,581,387
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
8,383,645
2
Enter amount from Part I, line 27a .....................
2
198,845
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
868
4
Add lines 1, 2, and 3 ..........................
4
8,583,358
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,971
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,581,387
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 30000. BANK OF MONTREAL 5.203% 2/01/28   2023-02-27 2024-01-04
b 182. ABBOTT LABORATORIES   2023-01-13 2024-01-08
c 401. ABBOTT LABORATORIES     2024-01-08
d 98. ASSURANT INC     2024-01-08
e 890. BAKER HUGHES A GE CO     2024-01-08
62. COSTCO WHSL CORP NEW     2024-01-08
179. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
104. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
120. S & P GLOBAL INC     2024-01-08
85. EVEREST RE GRP LTD     2024-01-08
63. ASSURANT INC     2024-01-09
360. AT&T INC   2022-11-01 2024-01-10
46. ABBVIE INC     2024-01-10
20. ALIGN TECHNOLOGY INC   2023-06-30 2024-01-10
43. ALLSTATE CORP COM   2022-11-21 2024-01-10
191. ALPHABET INC/CA   2023-07-31 2024-01-10
128. AMAZON COM INC   2023-08-31 2024-01-10
120. AMERICAN INTERNATIONAL GROUP   2019-01-15 2024-01-10
21. AMERIPRISE FINL INC   2021-07-16 2024-01-10
60. AMPHENOL CORP NEW   2022-11-01 2024-01-10
10. ELEVANCE HEALTH INC   2022-10-10 2024-01-10
142. APPLE INC     2024-01-10
26. APPLIED MATERIALS INC   2023-09-25 2024-01-10
26. ARES MANAGEMENT CORP   2023-04-13 2024-01-10
69. ASSURANT INC     2024-01-10
140. BANK OF AMERICA CORP   2022-09-23 2024-01-10
29. BECTON DICKINSON AND COMPANY   2023-08-31 2024-01-10
33. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-01-10
140. BOSTON SCIENTIFIC CORP COM   2023-01-10 2024-01-10
3. BROADCOM INC     2024-01-10
34. CME GROUP INC   2021-11-24 2024-01-10
70. CSX CORP COM   2017-01-13 2024-01-10
160. CHEWY INC - CLASS A   2023-09-25 2024-01-10
60. CISCO SYS INC   2023-08-31 2024-01-10
7. CINTAS CORP   2024-01-08 2024-01-10
80. COCA - COLA CO   2022-01-27 2024-01-10
49. CONSTELLATION ENERGY CORP   2023-12-14 2024-01-10
90. CORNING INC COM   2023-02-17 2024-01-10
50. COSTAR GROUP INC   2023-11-10 2024-01-10
41. DANAHER CORP COMMON   2024-01-08 2024-01-10
3. DEERE & COMPANY   2017-06-16 2024-01-10
70. DOMINION RES INC VA NEW   2023-12-18 2024-01-10
110. EXXON MOBIL CORP   2022-11-01 2024-01-10
120. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2023-07-31 2024-01-10
9. GENUINE PARTS CO   2023-03-06 2024-01-10
13. HUBSPOT INC   2023-06-30 2024-01-10
34. ILLUMINA INC   2023-07-31 2024-01-10
70. INTEL CORPORATION   2023-12-14 2024-01-10
120. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-01-10
8. INTUITIVE SURGICAL INC   2023-06-30 2024-01-10
93. J P MORGAN CHASE & CO   2023-04-19 2024-01-10
130. LAS VEGAS SANDS CORP   2022-06-08 2024-01-10
25. ELI LILLY & CO COM   2022-06-17 2024-01-10
7. LULULEMON ATHLETICA INC   2024-01-08 2024-01-10
30. MARATHON PETROLEUM CORP   2023-12-14 2024-01-10
8. MARTIN MARIETTA MATLS INC   2022-08-31 2024-01-10
96. MICROSOFT CORP COM     2024-01-10
30. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-01-10
5. NETFLIX COM INC   2023-06-30 2024-01-10
150. NEWMONT MINING CORP   2023-12-14 2024-01-10
30. NEXTERA ENERGY INC   2023-02-10 2024-01-10
22. NIKE INC CL B   2015-04-21 2024-01-10
13. NORTHROP GRUMMAN CORP   2023-09-25 2024-01-10
35. NVIDIA CORP     2024-01-10
80. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-01-10
10. PROCTER & GAMBLE CO COM   2023-01-19 2024-01-10
5. PROCTER & GAMBLE CO COM   2022-03-17 2024-01-10
50. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-01-10
3. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-01-10
14. REPLIGEN CORP   2023-08-31 2024-01-10
7. ROPER TECHNOLOGIES INC   2024-01-08 2024-01-10
60. SHELL PLC-W/I-ADR   2024-01-08 2024-01-10
90. SANOFI-SYNTHELABO   2023-04-14 2024-01-10
44. SAREPTA THERAPEUTICS INC   2023-06-30 2024-01-10
130. SCHLUMBERGER LIMITED COM   2023-09-01 2024-01-10
100. SHOPIFY INC-A W/I   2024-01-08 2024-01-10
60. BLOCK INC   2023-06-30 2024-01-10
40. SYNCHRONY FINANCIAL   2020-07-13 2024-01-10
10. THERMO ELECTRON CORP   2021-11-05 2024-01-10
20. TWILIO INC - A   2023-06-01 2024-01-10
80. UBER TECHNOLOGIES INC   2023-07-31 2024-01-10
13. UNITED HEALTH GROUP INC   2016-09-14 2024-01-10
10. VERALTO CORP-W/I   2023-07-31 2024-01-10
60. VOYA FINANCIAL INC     2024-01-10
12. ZOETIS INC   2024-01-08 2024-01-10
7. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-01-10
50. CRH PLC   2023-09-25 2024-01-10
47. EATON CORP PLC   2022-09-26 2024-01-10
210. INTERNATIONAL GAME TECHNOLOG     2024-01-10
30. MEDTRONIC PLC   2024-01-08 2024-01-10
19. RENAISSANCERE HLDGS LTD   2023-12-14 2024-01-10
23. TRANE TECHNOLOGIES PLC   2012-02-16 2024-01-10
20. BUNGE GLOBAL SA   2024-01-08 2024-01-10
107. ASSURANT INC     2024-01-11
35000. HSBC HOLDINGS PLC 3.803% 3/11/25   2021-01-13 2024-01-17
180. BUNGE GLOBAL SA   2024-01-08 2024-01-22
5000. C V S HEALTH CORP 4.3% 3/25/28   2024-01-18 2024-02-13
35000. C V S HEALTH CORP 4.3% 3/25/28     2024-02-13
590. AMERICAN INTERNATIONAL GROUP     2024-02-21
164. AMERIPRISE FINL INC     2024-02-21
610. AMPHENOL CORP NEW     2024-02-21
1220. BOSTON SCIENTIFIC CORP COM     2024-02-21
26. BROADCOM INC     2024-02-21
61. ELI LILLY & CO COM     2024-02-21
50. THERMO ELECTRON CORP     2024-02-21
69. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
40000. EBAY INC 3.45% 8/01/24   2017-09-22 2024-03-13
77. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
1080. BANK OF AMERICA CORP     2024-03-20
560. CSX CORP COM   2017-01-13 2024-03-20
680. COCA - COLA CO     2024-03-20
780. CORNING INC COM     2024-03-20
982. EXXON MOBIL CORP     2024-03-20
127. GENUINE PARTS CO   2023-03-06 2024-03-20
67. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
270. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
186. NIKE INC CL B   2015-04-21 2024-03-20
50. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
132. PROCTER & GAMBLE CO COM     2024-03-20
560. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
400. SYNCHRONY FINANCIAL     2024-03-20
260. VOYA FINANCIAL INC     2024-03-20
35000. BANK OF AMERICA CORP 4.45% 3/03/26   2018-09-06 2024-04-09
5000. BRANDYWINE OPER PARTN 3.95% 11/15/27   2017-11-09 2024-04-09
31. DEERE & COMPANY   2017-06-16 2024-04-09
75. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
192. J P MORGAN CHASE & CO     2024-04-09
137. ELI LILLY & CO COM     2024-04-09
85. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
330. NEXTERA ENERGY INC     2024-04-09
244. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
440. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
24. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
24. THERMO ELECTRON CORP   2019-02-28 2024-04-09
270. TWILIO INC - A   2023-06-01 2024-04-09
99. EATON CORP PLC     2024-04-09
25000. GENERAL MOTORS FINL 2.75% 6/20/25   2024-01-10 2024-04-11
15000. GENERAL MOTORS FINL 2.75% 6/20/25   2022-03-16 2024-04-11
111. ABBVIE INC   2024-02-21 2024-04-25
382. ABBVIE INC     2024-04-25
30000. ESSEX PORTFOLIO LP   2016-11-10 2024-05-01
270. CF INDS HLDGS INC   2024-03-20 2024-05-07
1040. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
5432.639 BNYM US EQUITY FUND-Y     2024-05-17
10000. BRANDYWINE OPER PARTN 3.95% 11/15/27   2017-11-09 2024-05-22
40000. ORACLE CORP 4.9% 2/06/33     2024-06-10
590. INTEL CORPORATION   2023-12-14 2024-06-12
420. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
350. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
8250.825 CHAMPLAIN MID CAP FUND-INS   2021-11-18 2024-06-13
13403. BNYM GLBL RL RTRN -Y   2021-11-18 2024-06-13
2547. GATEWAY TR   2021-11-18 2024-06-13
73. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.8333 GRAIL INC   2023-07-31 2024-07-08
91. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
60. CINTAS CORP   2024-01-08 2024-07-23
45. GRAIL INC     2024-07-23
170. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
780. NEWMONT MINING CORP   2023-12-14 2024-07-23
280. CRH PLC   2024-04-09 2024-07-23
436. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-23
51. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
224. ARES MANAGEMENT CORP     2024-07-24
64. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
341. INTERNATIONAL GAME TECHNOLOG     2024-07-24
116. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
490. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
60. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
190. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
404. INTERNATIONAL GAME TECHNOLOG     2024-07-25
7192.767 BNYM SELECT MGR S/C GRW-Y   2017-03-28 2024-07-26
405. INTERNATIONAL GAME TECHNOLOG     2024-07-26
212. CHEVRON CORPORATION   2024-03-20 2024-08-01
20000. SUMITOMO MITSUI FINL 1.474% 7/08/25   2024-01-18 2024-08-01
25000. SUMITOMO MITSUI FINL 1.474% 7/08/25   2021-08-10 2024-08-01
10000. MORGAN STANLEY 0.1% 7/20/27   2024-01-11 2024-08-06
35000. MORGAN STANLEY 0.1% 7/20/27   2021-09-27 2024-08-06
101. J P MORGAN CHASE & CO     2024-08-08
110. EATON CORP PLC   2012-11-30 2024-08-08
64. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
35000. MCCORMICK & CO 3.15% 8/15/24     2024-08-15
16. EATON CORP PLC   2012-11-30 2024-08-27
149. EATON CORP PLC     2024-08-27
181. ROSS STORES INC   2024-03-20 2024-08-28
4048.583 CHAMPLAIN MID CAP FUND-INS   2021-11-18 2024-09-03
20000. CREDIT SUISSE NEW YO 3.625% 9/09/24   2023-05-03 2024-09-09
15000. BRANDYWINE OPER PARTN 3.95% 11/15/27   2017-11-09 2024-09-10
530. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
95. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
338. NOVARTIS AG SPNSRD ADR     2024-09-13
92. WILLIS TOWERS WATSON PLC     2024-10-04
15000. TELEFONICA EMISIONES 4.103% 3/08/27   2017-03-07 2024-10-22
480. CITIGROUP INC   2024-03-20 2024-10-24
200. SANOFI-SYNTHELABO     2024-10-24
280. SANOFI-SYNTHELABO     2024-10-24
37. UNITED HEALTH GROUP INC     2024-10-24
19. ALLSTATE CORP COM   2024-08-08 2024-10-31
90. ALLSTATE CORP COM     2024-10-31
138. T -MOBILE US INC     2024-10-31
15000. T-MOBILE USA INC 3.75% 4/15/27   2024-01-11 2024-11-06
30000. T-MOBILE USA INC 3.75% 4/15/27   2021-06-01 2024-11-06
28. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
31. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
31. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
25. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
12. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
5000. VERIZON COMMUNICATIO 2.625% 8/15/26   2024-01-18 2024-11-21
40000. VERIZON COMMUNICATIO 2.625% 8/15/26   2018-06-26 2024-11-21
510. CELSIUS HOLDINGS INC     2024-11-26
359. DEXCOM INC     2024-11-26
3669.724 CHAMPLAIN MID CAP FUND-INS   2021-11-18 2024-12-02
260. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
1080. SCHLUMBERGER LIMITED COM     2024-12-13
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,341   29,879 462
b 20,268   20,656 -388
c 44,657   29,221 15,436
d 16,266   14,482 1,784
e 28,497   27,941 556
40,634   7,640 32,994
45,774   15,536 30,238
29,995   25,339 4,656
51,555   26,313 25,242
31,068   32,468 -1,400
10,335   8,937 1,398
6,041   6,613 -572
7,487   4,149 3,338
5,500   7,082 -1,582
6,487   5,760 727
27,067   25,290 1,777
19,606   17,693 1,913
8,127   5,057 3,070
7,889   5,230 2,659
5,740   4,610 1,130
4,800   4,681 119
26,222   27,560 -1,338
3,877   3,541 336
3,043   2,143 900
11,264   9,774 1,490
4,677   4,407 270
6,888   8,106 -1,218
12,110   11,896 214
8,276   6,451 1,825
3,219   1,658 1,561
6,700   7,775 -1,075
2,418   902 1,516
3,242   2,914 328
2,995   3,448 -453
4,073   4,078 -5
4,798   4,858 -60
5,671   5,703 -32
2,738   3,198 -460
4,133   3,967 166
9,309   9,520 -211
1,174   384 790
3,361   3,384 -23
10,848   12,307 -1,459
4,951   5,351 -400
1,244   1,562 -318
7,412   6,914 498
4,768   6,521 -1,753
3,309   3,219 90
3,903   3,991 -88
2,792   2,733 59
15,757   13,137 2,620
6,413   4,818 1,595
15,733   7,388 8,345
3,382   3,437 -55
4,577   4,467 110
3,986   2,776 1,210
36,558   34,091 2,467
2,548   2,461 87
2,370   2,202 168
5,724   6,195 -471
1,859   2,237 -378
2,259   1,102 1,157
6,161   5,541 620
18,987   13,980 5,007
4,546   4,915 -369
1,495   1,453 42
748   749 -1
3,073   3,607 -534
2,687   2,070 617
2,424   2,434 -10
3,695   3,672 23
3,790   3,869 -79
4,697   5,070 -373
5,153   5,039 114
6,282   7,821 -1,539
8,076   7,734 342
4,094   3,967 127
1,531   919 612
5,346   6,106 -760
1,452   1,347 105
4,921   3,945 976
6,974   1,732 5,242
754   892 -138
4,291   1,887 2,404
2,359   2,343 16
2,402   2,162 240
3,452   2,799 653
11,289   6,288 5,001
5,354   6,262 -908
2,595   2,586 9
3,792   3,677 115
5,641   569 5,072
1,890   1,966 -76
17,553   14,989 2,564
34,882   38,185 -3,303
16,017   17,698 -1,681
4,841   4,904 -63
33,889   37,971 -4,082
40,367   21,766 18,601
64,704   36,867 27,837
63,792   46,064 17,728
79,900   53,178 26,722
31,556   13,873 17,683
45,083   16,561 28,522
27,460   16,496 10,964
24,859   18,259 6,600
39,638   40,767 -1,129
39,569   36,045 3,524
38,862   21,995 16,867
20,732   7,220 13,512
41,077   36,734 4,343
25,397   27,539 -2,142
110,451   102,289 8,162
19,647   22,041 -2,394
40,349   23,249 17,100
23,368   22,151 1,217
18,523   9,316 9,207
23,449   21,311 2,138
21,352   18,906 2,446
37,153   36,108 1,045
16,960   9,158 7,802
18,583   7,544 11,039
34,461   35,281 -820
4,451   4,963 -512
12,772   3,967 8,805
29,049   25,620 3,429
37,744   25,381 12,363
103,364   21,607 81,757
17,916   12,655 5,261
21,468   14,480 6,988
50,008   46,161 3,847
29,457   30,127 -670
22,573   16,556 6,017
14,080   6,234 7,846
16,575   18,182 -1,607
31,112   6,528 24,584
24,112   24,092 20
14,467   14,594 -127
18,535   19,346 -811
63,788   28,587 35,201
30,000   31,152 -1,152
20,099   23,331 -3,232
32,100   34,585 -2,485
47,590   75,242 -27,652
9,047   9,925 -878
38,686   38,768 -82
18,471   27,135 -8,664
27,195   32,484 -5,289
22,663   20,293 2,370
200,000   264,109 -64,109
210,963   240,182 -29,219
110,973   103,255 7,718
31,414   31,113 301
12   27 -15
13,675   12,081 1,594
45,422   34,956 10,466
687   1,157 -470
6,973   6,301 672
36,680   32,213 4,467
22,989   23,471 -482
9,005   12,890 -3,885
7,458   6,771 687
32,758   17,923 14,835
1,295   1,892 -597
6,900   9,736 -2,836
19,737   13,501 6,236
29,809   45,280 -15,471
2,400   2,224 176
11,551   11,673 -122
8,157   11,312 -3,155
167,376   175,000 -7,624
9,414   11,209 -1,795
32,345   32,980 -635
19,341   18,949 392
24,177   25,294 -1,117
9,378   9,239 139
32,824   34,809 -1,985
20,547   10,632 9,915
31,446   3,947 27,499
20,912   1,583 19,329
35,000   35,799 -799
4,759   574 4,185
44,119   5,346 38,773
27,141   26,611 530
100,000   129,595 -29,595
20,000   19,116 884
14,198   14,888 -690
27,062   32,562 -5,500
19,504   9,427 10,077
39,021   34,607 4,414
26,745   25,102 1,643
14,836   14,977 -141
30,182   28,529 1,653
10,303   9,789 514
14,425   15,754 -1,329
20,790   18,307 2,483
3,560   3,229 331
16,864   11,933 4,931
30,869   24,327 6,542
14,659   14,498 161
29,319   33,041 -3,722
6,354   3,259 3,095
7,035   3,458 3,577
3,443   3,550 -107
14,824   12,310 2,514
7,115   1,599 5,516
4,864   4,523 341
38,908   35,712 3,196
14,115   24,052 -9,937
27,801   44,055 -16,254
100,000   117,468 -17,468
10,448   14,052 -3,604
43,399   59,763 -16,364
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
      34,636
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       462
b       -388
c       15,436
d       1,784
e       556
      32,994
      30,238
      4,656
      25,242
      -1,400
      1,398
      -572
      3,338
      -1,582
      727
      1,777
      1,913
      3,070
      2,659
      1,130
      119
      -1,338
      336
      900
      1,490
      270
      -1,218
      214
      1,825
      1,561
      -1,075
      1,516
      328
      -453
      -5
      -60
      -32
      -460
      166
      -211
      790
      -23
      -1,459
      -400
      -318
      498
      -1,753
      90
      -88
      59
      2,620
      1,595
      8,345
      -55
      110
      1,210
      2,467
      87
      168
      -471
      -378
      1,157
      620
      5,007
      -369
      42
      -1
      -534
      617
      -10
      23
      -79
      -373
      114
      -1,539
      342
      127
      612
      -760
      105
      976
      5,242
      -138
      2,404
      16
      240
      653
      5,001
      -908
      9
      115
      5,072
      -76
      2,564
      -3,303
      -1,681
      -63
      -4,082
      18,601
      27,837
      17,728
      26,722
      17,683
      28,522
      10,964
      6,600
      -1,129
      3,524
      16,867
      13,512
      4,343
      -2,142
      8,162
      -2,394
      17,100
      1,217
      9,207
      2,138
      2,446
      1,045
      7,802
      11,039
      -820
      -512
      8,805
      3,429
      12,363
      81,757
      5,261
      6,988
      3,847
      -670
      6,017
      7,846
      -1,607
      24,584
      20
      -127
      -811
      35,201
      -1,152
      -3,232
      -2,485
      -27,652
      -878
      -82
      -8,664
      -5,289
      2,370
      -64,109
      -29,219
      7,718
      301
      -15
      1,594
      10,466
      -470
      672
      4,467
      -482
      -3,885
      687
      14,835
      -597
      -2,836
      6,236
      -15,471
      176
      -122
      -3,155
      -7,624
      -1,795
      -635
      392
      -1,117
      139
      -1,985
      9,915
      27,499
      19,329
      -799
      4,185
      38,773
      530
      -29,595
      884
      -690
      -5,500
      10,077
      4,414
      1,643
      -141
      1,653
      514
      -1,329
      2,483
      331
      4,931
      6,542
      161
      -3,722
      3,095
      3,577
      -107
      2,514
      5,516
      341
      3,196
      -9,937
      -16,254
      -17,468
      -3,604
      -16,364
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 540,677
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 9,549
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 9,549
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 9,549
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,064
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 12,064
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,515
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,515 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8065

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 		79,206    
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
9,774,318
b
Average of monthly cash balances.......................
1b
240,729
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,015,047
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
10,015,047
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,226
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,864,821
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
493,241
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
493,241
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,549
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,549
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
483,692
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
483,692
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
483,692
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
477,737
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
477,737
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 7 483,692
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...... 1,925
b From 2020...... 55,922
c From 2021...... 2,171
d From 2022...... 116,127
e From 2023...... 2,593
f Total of lines 3a through e ........ 178,738
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 477,737
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..... 477,737
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 5,955 5,955
(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 5 172,783
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		172,783
10 Analysis of line 9:
a Excess from 2020.... 51,892
b Excess from 2021.... 2,171
c Excess from 2022.... 116,127
d Excess from 2023.... 2,593
e Excess from 2024....  
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

MEMORIAL SLOAN-KETTERING CANCER CTR

PO BOX 5028
HAGERSTOWN,MD217415028 		NONE PC GENERAL OPERATING 230,823

NEW YORK PRESBYTERIAN HOSPITAL

850 3RD AVE12TH FL
NEW YORK,NY10021 		NONE PC GENERAL OPERATING 230,823
Total .................................right arrow 3a 461,646
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 ....     14 212,142  
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 ............ 		    18 540,677  
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) ..   752,819  
13Total. Add line 12, columns (b), (d), and (e)..................
13
752,819
(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:
GRACE F LAMB TRUST B
EIN:
13-6210810
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
579780AM9 MCCORMICK & CO      
G29183103 EATON CORP PLC      
244199105 DEERE & COMPANY      
278642AL7 EBAY INC      
595112103 MICRON TECHNOLOGY      
654106103 NIKE INC CL B      
882508104 TEXAS INSTRUMENTS IN      
91913Y100 VALERO ENERGY CORP N      
037833100 APPLE INC AT COST 137,246 331,306
437076102 HOME DEPOT INC USD 0      
438516106 HONEYWELL INTL INC      
87165B103 SYNCHRONY FINANCIAL      
87938WAT0 TELEFONICA EMISIONES AT COST 19,969 19,683
101137107 BOSTON SCIENTIFIC CO      
105340AQ6 BRANDYWINE OPER PART      
46625H100 J P MORGAN CHASE & C AT COST 36,262 87,734
594918104 MICROSOFT CORP COM AT COST 135,783 369,234
02079K305 ALPHABET INC/CA AT COST 127,834 325,975
06051GFU8 BANK OF AMERICA CORP      
126408103 CSX CORP COM      
150870103 CELANESE CORP DEL      
30161N101 EXELON CORP      
38141GVR2 GOLDMAN SACHS GROUP      
53944YAB9 LLOYDS BANKING GROUP AT COST 41,372 39,764
65339F101 NEXTERA ENERGY INC      
723787107 PIONEER NAT RES CO      
91324P102 UNITED HEALTH GROUP AT COST 12,125 46,033
929089100 VOYA FINANCIAL INC AT COST 20,316 31,662
21684AAA4 COOPERATIEVE CENTRAL      
22160K105 COSTCO WHSL CORP NEW      
872590104 T -MOBILE US INC      
023135106 AMAZON COM INC AT COST 131,567 300,126
29444U700 EQUINIX INC      
452308109 ILLINOIS TOOL WORKS      
03027X100 AMERICAN TOWER CORP-      
060505104 BANK OF AMERICA CORP AT COST 31,256 36,479
166764100 CHEVRONTEXACO CORP      
002824100 ABBOTT LABORATORIES      
026874784 AMERICAN INTERNATION AT COST 9,411 25,480
780082AD5 ROYAL BANK OF CANADA AT COST 40,190 39,949
17401QAQ4 CITIZENS BANK NA      
29717PAN7 ESSEX PORTFOLIO LP      
92343VDD3 VERIZON COMMUNICATIO      
89832Q109 TRUIST FINL CORP      
00287Y109 ABBVIE INC      
05587K857 BNYM INTL STCK-Y AT COST 349,813 375,457
05589K400 BNYM FLTNG RT INC-Y AT COST 300,097 294,249
49446RAR0 KIMCO RLTY CORP      
482480100 KLA TENCOR CORP      
007903107 ADVANCED MICRO DEVIC      
05588F709 BNYM GLBL RL EST SEC AT COST 97,025 89,218
78409V104 S & P GLOBAL INC      
05569M780 BNY MELLON S/T US GV AT COST 300,000 284,589
05587K832 BNYM US EQUITY FUND-      
00507VAK5 ACTIVISION BLIZZARD      
05587K865 BNYM SELECT MGR S/C      
191216100 COCA-COLA CO USD      
06738EBB0 BARCLAYS PLC      
05588E850 BNY MELLON HIGH YIEL AT COST 117,706 98,584
00774MAG0 AERCAP AT COST 40,297 39,905
12572Q105 CME GROUP INC AT COST 73,244 88,015
26078JAD2 DOWDUPONT INC AT COST 41,197 39,818
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 41,886 39,984
126650CX6 C V S HEALTH CORP      
337738AU2 FISERV INC AT COST 45,599 42,222
482480AG5 K L A-TENCOR CORP AT COST 42,580 39,022
883556102 THERMO ELECTRON CORP      
75513E101 RAYTHEON TECHNOLOGIE      
20030NCA7 COMCAST CORP AT COST 49,913 42,873
713448EZ7 PEPSICO INC 1.625% 5 AT COST 41,781 38,398
254687FX9 WALT DISNEY COMPANY/ AT COST 45,734 39,836
532457108 ELI LILLY & CO COM      
00206RHJ4 A T & T INC AT COST 51,563 44,025
00287YBF5 ABBVIE INC      
11134LAR0 BROADCOM CRP / CAYM AT COST 46,557 43,327
25470DAR0 DISCOVERY COMMUNICAT AT COST 47,487 42,605
G8994E103 TRANE TECHNOLOGIES P AT COST 2,794 41,737
874060AW6 TAKEDA PHARMACEUTICA AT COST 46,521 40,090
031162CT5 AMGEN INC AT COST 44,666 42,669
68389XBT1 ORACLE CORP      
05971KAG4 BANCO SANTANDER S.A. AT COST 46,656 42,343
86562MCA6 SUMITOMO MITSUI FINL      
00766Y513 CHAMPLAIN MID CAP FU AT COST 482,314 379,471
05587N794 BNYM GLBL RL RTRN -Y      
404280BZ1 HSBC HOLDINGS PLC      
22550L2G5 CREDIT SUISSE NEW YO      
05588L409 BNYM GLBL EMRG MKTS- AT COST 227,050 171,399
03076C106 AMERIPRISE FINL INC      
172967MQ1 CITIGROUP INC      
464287507 ISHARES TR S&P MIDCA AT COST 474,522 513,434
87264ABD6 T-MOBILE USA INC      
61747YEC5 MORGAN STANLEY      
G1151C101 ACCENTURE PLC IRELAN      
24422EVR7 JOHN DEERE CAPITAL C AT COST 29,951 28,565
00771X419 G Q G PART EMERG MKT AT COST 218,408 200,742
367829884 GATEWAY TR      
501044DQ1 KROGER CO AT COST 45,103 41,193
518439104 ESTEE LAUDER COMPANI      
57636Q104 MASTERCARD INC      
370334104 GENERAL MILLS INC CO      
573284106 MARTIN MARIETTA MATL      
25160PAH0 DEUTSCHE BANK NY AT COST 40,737 42,804
87612E106 TARGET CORP      
30231G102 EXXON MOBIL CORP      
032095101 AMPHENOL CORP NEW      
10373QBT6 B P CAP MARKETS AMER AT COST 38,793 38,507
125523100 CIGNA CORP      
845467109 SOUTHWESTERN ENERGY      
75886F107 REGENERON PHARMACEUT      
444859102 HUMANA INC COM      
37045XCX2 GENERAL MOTORS FINL      
74340W103 PROLOGIS INC      
020002101 ALLSTATE CORP COM AT COST 30,873 45,113
742718109 PROCTER & GAMBLE CO      
02209S103 ALTRIA GROUP INC      
097023105 BOEING COMPANY      
62954HAV0 N X P BV/NXP FDG/NXP AT COST 43,065 43,681
580135101 MC DONALDS CORPORATI      
747525103 QUALCOMM INC      
04273WAC5 ARROW ELECTRONICS IN AT COST 44,985 42,560
517834107 LAS VEGAS SANDS CORP AT COST 30,747 45,197
036752103 ANTHEM INC      
744573106 PUBLIC SERVICE ENTER      
31618H283 FIDELITY ADV INTL SM AT COST 82,483 78,746
11135F101 BROADCOM INC      
00206R102 AT&T INC AT COST 53,490 69,676
68389X105 ORACLE CORPORATION      
46647PBD7 J P MORGAN CHASE BAN AT COST 39,774 42,613
58933Y105 MERCK & CO INC      
29250N105 ENBRIDGE INC      
05722G100 BAKER HUGHES A GE CO      
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 41,654 41,767
016255101 ALIGN TECHNOLOGY INC AT COST 53,826 31,694
038222105 APPLIED MATERIALS IN AT COST 62,014 62,450
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 39,280 39,019
06368LGV2 BANK OF MONTREAL      
06738ECD5 BARCLAYS PLC 7.385% AT COST 42,532 42,398
075887109 BECTON DICKINSON AND AT COST 94,998 82,808
084670702 BERKSHIRE HATHAWAY I AT COST 98,606 128,732
097023DC6 BOEING CO AT COST 40,792 40,852
16679L109 CHEWY INC - CLASS A AT COST 25,248 46,551
17275R102 CISCO SYS INC AT COST 71,225 80,512
172967PA3 CITIGROUP INC AT COST 41,211 41,944
21037T109 CONSTELLATION ENERGY AT COST 26,322 52,796
21688AAY8 COOPERAT RABOBANK UA AT COST 40,489 40,663
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 44,756 38,659
22546QAP2 CREDIT SUISSE NEW YO      
235851102 DANAHER CORP COMMON AT COST 76,423 77,817
25746U109 DOMINION RES INC VA AT COST 50,815 56,014
35671D857 FREEPORT-MCMORAN COP AT COST 53,614 45,315
372460105 GENUINE PARTS CO      
38141GZM9 GOLDMAN SACHS GROUP AT COST 42,788 43,094
443573100 HUBSPOT INC AT COST 52,656 68,980
452327109 ILLUMINA INC AT COST 40,489 36,748
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 45,045 58,981
56585A102 MARATHON PETROLEUM C AT COST 24,417 22,878
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 19,819 40,109
651639106 NEWMONT MINING CORP AT COST 21,476 19,354
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 88,559 417,642
674599105 OCCIDENTAL PETROLEUM      
68389XCP8 ORACLE CORP 4.9% 2/0      
716973AD4 PFIZER INVESTMENT EN AT COST 37,770 39,578
759916109 REPLIGEN CORP AT COST 34,333 31,523
80105N105 SANOFI-SYNTHELABO AT COST 31,847 31,832
803607100 SAREPTA THERAPEUTICS AT COST 37,907 40,246
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 35,703 45,895
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 32,544 39,811
92338C103 VERALTO CORP-W/I AT COST 39,340 47,360
G25508105 CRH PLC AT COST 26,589 42,559
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 31,736 40,805
031100100 AMETEK INC NEW AT COST 51,805 52,816
06051GMA4 BANK OF AMERICA CORP AT COST 39,916 40,044
06368LWU6 BANK OF MONTREAL AT COST 41,188 41,016
071813109 BAXTER INTL INC COM AT COST 24,734 18,079
09073M104 BIO-TECHNE CORP AT COST 24,942 25,211
110122108 BRISTOL MYERS SQUIBB AT COST 34,770 40,158
126650DT4 CVS HEALTH CORP AT COST 39,612 39,158
17275RBR2 CISCO SYSTEMS INC AT COST 39,971 40,235
20825C104 CONOCOPHILLIPS AT COST 59,864 51,172
25278X109 DIAMONDBACK ENERGY I AT COST 26,804 26,868
254687106 DISNEY (WALT) COMPAN AT COST 45,353 43,872
26884L109 EQT CORP COM AT COST 77,076 95,448
320517105 FIRST HORIZON NATL C AT COST 23,873 31,821
36828A101 GE VERNOVA LLC AT COST 36,225 67,760
37045V100 GENERAL MOTORS CO AT COST 29,520 37,289
37045XER3 GENERAL MOTORS FINL AT COST 39,637 40,527
375558103 GILEAD SCIENCES INC AT COST 25,777 26,787
38141G104 GOLDMAN SACHS GROUP AT COST 42,095 62,416
404280DV8 H S B C HOLDINGS PLC AT COST 41,568 41,512
443201108 HOWMET AEROSPACE INC AT COST 50,095 83,121
443510607 HUBBELL INC COM AT COST 91,483 97,182
45687V106 INGERSOLL RAND INC AT COST 58,439 59,704
458140CL2 INTEL CORP AT COST 14,768 14,391
460146103 INTERNATIONAL PAPER AT COST 36,509 41,980
464287804 ISHARES TR S & P SMA AT COST 326,907 345,660
49177J102 KENVUE INC AT COST 40,247 42,273
502431109 L3HARRIS TECHNOLOGIE AT COST 58,709 56,986
504922105 LABCORP HOLDINGS INC AT COST 33,845 38,296
550021109 LULULEMON ATHLETICA AT COST 27,002 21,033
59156R108 METLIFE INC AT COST 26,892 26,202
60937P106 MONGODB INC AT COST 42,433 29,334
61747YFK6 MORGAN STANLEY AT COST 40,602 40,057
620076BN8 MOTOROLA SOLUTIONS I AT COST 39,108 39,346
681919106 OMNICOM GROUP INC CO AT COST 53,155 48,182
68389XAV7 ORACLE CORP AT COST 40,802 41,367
718172109 PHILIP MORRIS INTERN AT COST 24,417 28,884
718546104 PHILLIPS 66 AT COST 36,311 26,318
722304102 PINDUODUO INC-ADR AT COST 25,727 20,659
776696106 ROPER TECHNOLOGIES I AT COST 58,988 57,184
780097BA8 ROYAL BANK OF SCOTLA AT COST 44,620 44,985
86562MCR9 SUMITOMO MITSUI FINL AT COST 41,056 40,636
87264ABF1 T-MOBILE USA INC AT COST 42,628 42,345
88579Y101 3M CO AT COST 24,182 29,949
891906AC3 TSS 4.8 04/01/26 COR AT COST 39,746 39,906
902973304 US BANCORP DEL AT COST 30,015 29,655
92343VEA8 VERIZON COMMUNICATIO AT COST 43,529 42,408
95000U2L6 WELLS FARGO & COMPAN AT COST 35,026 33,879
98978V103 ZOETIS INC AT COST 38,139 34,378
G0403H108 AON PLC/IRELAND A AT COST 24,305 29,092
G51502105 JOHNSON CTLS INTL PL AT COST 50,341 60,776
G5960L103 MEDTRONIC PLC AT COST 85,309 79,880
H01301128 ALCON INC AT COST 35,997 33,107
V7780T103 ROYAL CARIBBEAN CRUI AT COST 25,490 28,375

TY 2024 OtherDecreasesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Amount
CY PURCHASE OF ACCRUED INTEREST 1,142
ROC ON CY SALES 336
PY RETURN OF CAPITAL ADJUSTMENT 354
COST BASIS ADJUSTMENT 139


TY 2024 OtherExpensesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 79 79   0


TY 2024 OtherIncreasesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Description Amount
MUTUAL FUND TIMING ADJ 501
PY PURCHASE OF ACCRUED INTEREST 367


TY 2024 TaxesSchedule
Name:
GRACE F LAMB TRUST B
EIN:
13-6210810
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,917 1,917   0
FEDERAL ESTIMATES - PRINCIPAL 10,664 0   0
FOREIGN TAXES ON NONQUALIFIED 212 212   0