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
DEAN FOUNDATION CHILDREN (IMA)
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

04-2210741
B Telephone number (see instructions)

(617) 722-6922
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$3,532,231J 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... 102,826 102,740  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 230,490
b Gross sales price for all assets on line 6a 1,123,842
7 Capital gain net income (from Part IV, line 2)... 230,490
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........ 333,316 333,230  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment
List of Attached Documents:
// Content
897 0 0 897
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,483 15,290   10,193
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,960 1,463   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
56 21   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,396 16,774 0 11,125
25 Contributions, gifts, grants paid....... 187,000 187,000
26 Total expenses and disbursements. Add lines 24 and 25 216,396 16,774 0 198,125
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,920
b Net investment income (if negative, enter -0-) 316,456
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......... 24,165 47,656 47,656
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).......... 3,020,902 Click to see attachment
List of Attached Documents:
// Content
3,114,074 		3,484,575
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) 3,045,067 3,161,730 3,532,231
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........ 3,045,067 3,161,730
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)..... 3,045,067 3,161,730
30 Total liabilities and net assets/fund balances (see instructions). 3,045,067 3,161,730
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
3,045,067
2
Enter amount from Part I, line 27a .....................
2
116,920
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,161,987
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
257
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,161,730
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 46. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 112. ABBOTT LABORATORIES     2024-01-08
c 26. ASSURANT INC     2024-01-08
d 230. BAKER HUGHES A GE CO     2024-01-08
e 31. COSTCO WHSL CORP NEW     2024-01-08
48. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
28. MC DONALDS CORPORATION COMMON     2024-01-08
34. S & P GLOBAL INC     2024-01-08
22. EVEREST RE GRP LTD     2024-01-08
16. ASSURANT INC     2024-01-09
18. ASSURANT INC     2024-01-10
28. ASSURANT INC     2024-01-11
50. BUNGE GLOBAL SA   2024-01-08 2024-01-22
190. AMERICAN INTERNATIONAL GROUP     2024-02-21
51. AMERIPRISE FINL INC     2024-02-21
180. AMPHENOL CORP NEW     2024-02-21
360. BOSTON SCIENTIFIC CORP COM     2024-02-21
8. BROADCOM INC     2024-02-21
21. ELI LILLY & CO COM     2024-02-21
17. THERMO ELECTRON CORP     2024-02-21
20. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
23. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
300. BANK OF AMERICA CORP     2024-03-20
170. CSX CORP COM   2017-01-13 2024-03-20
200. COCA - COLA CO     2024-03-20
230. CORNING INC COM     2024-03-20
284. EXXON MOBIL CORP     2024-03-20
35. GENUINE PARTS CO   2023-03-06 2024-03-20
21. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
80. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
56. NIKE INC CL B   2015-04-21 2024-03-20
39. PROCTER & GAMBLE CO COM     2024-03-20
170. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
120. SYNCHRONY FINANCIAL     2024-03-20
90. VOYA FINANCIAL INC     2024-03-20
9. DEERE & COMPANY   2017-06-16 2024-04-09
21. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
60. J P MORGAN CHASE & CO     2024-04-09
41. ELI LILLY & CO COM     2024-04-09
17. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
94. NEXTERA ENERGY INC     2024-04-09
72. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
130. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
7. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
7. THERMO ELECTRON CORP   2019-02-28 2024-04-09
80. TWILIO INC - A   2023-06-01 2024-04-09
37. EATON CORP PLC     2024-04-09
2254.283 BNYM FLTNG RT INC-Y   2014-02-12 2024-04-18
2037.49 D F A INTL SUSTAINABILITY CORE   2021-06-02 2024-04-18
100. ISHARES S&P 500 INDEX FUND     2024-04-18
1569.859 TCW EMERGING MARKETS INCOME FUND-I   2020-07-30 2024-04-18
12. ABBVIE INC   2024-02-21 2024-04-25
135. ABBVIE INC     2024-04-25
70. CF INDS HLDGS INC   2024-03-20 2024-05-07
310. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
150. INTEL CORPORATION   2023-12-14 2024-06-12
140. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
90. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
50. AT&T INC   2022-11-01 2024-06-25
1. ALIGN TECHNOLOGY INC   2023-06-30 2024-06-25
7. ALLSTATE CORP COM   2022-11-21 2024-06-25
12. ALPHABET INC/CA   2024-03-20 2024-06-25
7. AMAZON COM INC   2024-03-20 2024-06-25
11. APPLE INC   2023-07-31 2024-06-25
3. BECTON DICKINSON AND COMPANY   2023-08-31 2024-06-25
29. BOEING COMPANY   2022-11-08 2024-06-25
5. CME GROUP INC   2024-02-21 2024-06-25
21. CHARTER COMMUNICATIONS INC-A     2024-06-25
20. CISCO SYS INC   2023-08-31 2024-06-25
1. CINTAS CORP   2024-01-08 2024-06-25
5. DANAHER CORP COMMON   2024-01-08 2024-06-25
250. ENBRIDGE INC     2024-06-25
1. GOLDMAN SACHS GROUP INC   2024-02-21 2024-06-25
32. HONEYWELL INTL INC   2013-03-26 2024-06-25
10. INGERSOLL RAND INC   2024-02-21 2024-06-25
100. ISHARES TR S & P SMALL CAP 600   2023-05-08 2024-06-25
6. J P MORGAN CHASE & CO   2023-04-12 2024-06-25
10. LAS VEGAS SANDS CORP   2022-06-08 2024-06-25
1. LULULEMON ATHLETICA INC   2024-01-08 2024-06-25
1. MARATHON PETROLEUM CORP   2023-12-14 2024-06-25
11. MICROSOFT CORP COM   2024-02-21 2024-06-25
18. NORTHROP GRUMMAN CORP   2024-03-20 2024-06-25
3. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-06-25
36. NVIDIA CORP   2024-02-21 2024-06-25
10. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-06-25
150. OLIN CORP     2024-06-25
690. PELOTON INTERACTIVE INC-A   2023-07-31 2024-06-25
130. PULTE GROUP INC   2021-09-27 2024-06-25
2. REPLIGEN CORP   2023-08-31 2024-06-25
1. ROPER TECHNOLOGIES INC   2024-02-21 2024-06-25
10. SCHLUMBERGER LIMITED COM   2023-09-01 2024-06-25
43. STRYKER CORP   2023-01-18 2024-06-25
10. UBER TECHNOLOGIES INC   2023-07-31 2024-06-25
1. UNITED HEALTH GROUP INC   2024-04-25 2024-06-25
3. EATON CORP PLC   2012-11-30 2024-06-25
7. TRANE TECHNOLOGIES PLC   2013-03-26 2024-06-25
.6667 GRAIL INC   2023-07-31 2024-07-08
26. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
17. CINTAS CORP   2024-01-08 2024-07-23
12. GRAIL INC     2024-07-23
50. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
220. NEWMONT MINING CORP     2024-07-23
80. CRH PLC   2024-04-09 2024-07-23
124. INTERNATIONAL GAME TECHNOLOG     2024-07-23
8. ARES MANAGEMENT CORP     2024-07-24
70. ARES MANAGEMENT CORP     2024-07-24
76. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
39. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-24
33. CONSTELLATION ENERGY CORP     2024-07-25
140. EDWARDS LIFESCIENCES CORP     2024-07-25
20. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
50. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
116. INTERNATIONAL GAME TECHNOLOG     2024-07-25
115. INTERNATIONAL GAME TECHNOLOG     2024-07-26
60. CHEVRON CORPORATION     2024-08-01
30. J P MORGAN CHASE & CO     2024-08-08
31. EATON CORP PLC   2012-11-30 2024-08-08
18. TRANE TECHNOLOGIES PLC   2013-03-26 2024-08-08
5. EATON CORP PLC   2012-11-30 2024-08-27
42. EATON CORP PLC   2012-11-30 2024-08-27
51. ROSS STORES INC     2024-08-28
150. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
27. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
96. NOVARTIS AG SPNSRD ADR     2024-09-13
26. WILLIS TOWERS WATSON PLC     2024-10-04
140. CITIGROUP INC     2024-10-24
50. SANOFI-SYNTHELABO   2024-06-25 2024-10-24
90. SANOFI-SYNTHELABO     2024-10-24
11. UNITED HEALTH GROUP INC     2024-10-24
30. AT&T INC   2022-11-01 2024-10-25
1. ALIGN TECHNOLOGY INC   2023-06-30 2024-10-25
3. ALLSTATE CORP COM   2024-08-08 2024-10-25
18. ALPHABET INC/CA   2024-03-20 2024-10-25
1. ALPHABET INC/CA   2023-07-31 2024-10-25
12. AMAZON COM INC   2024-03-20 2024-10-25
3. AMETEK INC NEW   2024-04-09 2024-10-25
12. APPLE INC     2024-10-25
4. APPLIED MATERIALS INC   2024-06-25 2024-10-25
1845.018 BNY MELLON HIGH YIELD-I     2024-10-25
10. BANK OF AMERICA CORP   2024-06-25 2024-10-25
10. BAXTER INTL INC COM   2024-09-13 2024-10-25
3. BECTON DICKINSON AND COMPANY   2023-08-31 2024-10-25
1. BERKSHIRE HATHAWAY INC DEL CL B   2024-06-25 2024-10-25
4. CME GROUP INC   2024-02-21 2024-10-25
20. CHEWY INC - CLASS A   2024-06-25 2024-10-25
20. CISCO SYS INC   2023-08-31 2024-10-25
4. CONOCOPHILLIPS   2024-03-20 2024-10-25
3. CONSTELLATION ENERGY CORP   2023-12-14 2024-10-25
651.89 DFA EMERG MKTS SOCIAL CORE EQ PORT   2021-06-01 2024-10-25
4. DANAHER CORP COMMON   2024-01-08 2024-10-25
10. DOMINION RES INC VA NEW   2024-06-25 2024-10-25
10. EQT CORP COM   2024-06-25 2024-10-25
20. FIRST HORIZON NATL CORP   2024-03-20 2024-10-25
20. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2024-04-09 2024-10-25
1. GE VERNOVA LLC   2024-08-08 2024-10-25
10. GENERAL MOTORS CO   2024-06-25 2024-10-25
1. GOLDMAN SACHS GROUP INC   2024-02-21 2024-10-25
12. HOWMET AEROSPACE INC   2024-06-25 2024-10-25
1. HUBBELL INC COM   2024-10-24 2024-10-25
1. HUBSPOT INC   2023-06-30 2024-10-25
3. ILLUMINA INC   2023-07-31 2024-10-25
10. INGERSOLL RAND INC   2024-02-21 2024-10-25
10. INTERNATIONAL PAPER COMPANY COMMON   2024-09-12 2024-10-25
1. INTUITIVE SURGICAL INC   2024-06-12 2024-10-25
250. ISHARES TR S & P SMALL CAP 600   2023-05-08 2024-10-25
3. J P MORGAN CHASE & CO   2017-11-21 2024-10-25
20. KENVUE INC   2024-04-09 2024-10-25
2. L3HARRIS TECHNOLOGIES INC   2024-08-27 2024-10-25
1. LABCORP HOLDINGS INC   2024-07-25 2024-10-25
10. LAS VEGAS SANDS CORP   2022-06-08 2024-10-25
1. LULULEMON ATHLETICA INC   2024-01-08 2024-10-25
2. MARATHON PETROLEUM CORP   2023-12-14 2024-10-25
10. MICROSOFT CORP COM   2024-02-21 2024-10-25
1. NETFLIX COM INC   2023-06-30 2024-10-25
10. NEWMONT MINING CORP   2023-12-14 2024-10-25
34. NVIDIA CORP   2024-02-21 2024-10-25
9. OMNICOM GROUP INC COM   2024-05-08 2024-10-25
233.754 PARNASSUS MID CAP FUND-INS   2021-06-01 2024-10-25
2. PHILLIPS 66   2024-03-20 2024-10-25
2. REPLIGEN CORP   2023-08-31 2024-10-25
2. ROPER TECHNOLOGIES INC   2024-02-21 2024-10-25
10. SANOFI-SYNTHELABO   2023-12-14 2024-10-25
4. SAREPTA THERAPEUTICS INC   2023-06-30 2024-10-25
10. SCHLUMBERGER LIMITED COM   2023-09-01 2024-10-25
1. T -MOBILE US INC   2024-07-25 2024-10-25
2. 3M CO   2024-07-23 2024-10-25
10. US BANCORP DEL   2024-10-24 2024-10-25
10. UBER TECHNOLOGIES INC   2023-07-31 2024-10-25
1. UNITED HEALTH GROUP INC   2024-03-20 2024-10-25
2. VERALTO CORP-W/I   2024-04-09 2024-10-25
2. ZOETIS INC   2024-01-08 2024-10-25
1. AON PLC/IRELAND A   2024-07-25 2024-10-25
10. JOHNSON CTLS INTL PLC   2024-06-25 2024-10-25
20. MEDTRONIC PLC   2024-01-08 2024-10-25
2. RENAISSANCERE HLDGS LTD   2024-06-25 2024-10-25
1. TRANE TECHNOLOGIES PLC   2013-03-26 2024-10-25
1. ALLSTATE CORP COM   2024-08-08 2024-10-31
29. ALLSTATE CORP COM     2024-10-31
38. T -MOBILE US INC     2024-10-31
924.214 BNY MELLON HIGH YIELD-I     2024-11-01
17. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
9. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
4. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
6. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
140. CELSIUS HOLDINGS INC     2024-11-26
102. DEXCOM INC     2024-11-26
70. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
300. SCHLUMBERGER LIMITED COM     2024-12-13
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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    
(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 5,123   5,221 -98
b 12,473   7,704 4,769
c 4,315   3,851 464
d 7,364   7,214 150
e 20,317   8,730 11,587
12,275   4,166 8,109
8,075   6,968 1,107
14,607   7,450 7,157
8,041   8,393 -352
2,625   2,271 354
2,938   2,550 388
4,593   3,925 668
4,449   4,916 -467
13,000   6,733 6,267
20,121   11,496 8,625
18,824   13,598 5,226
23,577   15,763 7,814
9,710   4,372 5,338
15,520   5,824 9,696
9,336   6,170 3,166
7,206   5,332 1,874
11,819   10,767 1,052
10,795   6,143 4,652
6,294   2,192 4,102
12,081   10,783 1,298
7,489   8,128 -639
31,943   29,673 2,270
5,415   6,074 -659
12,647   7,287 5,360
6,924   6,563 361
5,577   2,805 2,772
6,309   5,590 719
11,279   10,961 318
5,088   2,746 2,342
6,433   2,691 3,742
3,708   1,152 2,556
8,134   7,174 960
11,795   8,214 3,581
30,934   6,515 24,419
3,583   2,531 1,052
6,115   4,076 2,039
14,757   13,621 1,136
8,703   8,998 -295
6,584   4,829 1,755
4,107   1,818 2,289
4,911   5,387 -476
11,628   1,366 10,262
25,000   28,494 -3,494
25,000   27,710 -2,710
50,229   41,661 8,568
10,000   12,630 -2,630
2,004   2,091 -87
22,543   9,989 12,554
5,211   6,049 -838
9,568   10,309 -741
4,696   6,899 -2,203
9,065   10,828 -1,763
5,828   5,218 610
931   919 12
236   354 -118
1,137   938 199
2,165   1,776 389
1,310   1,233 77
2,316   2,158 158
701   839 -138
5,138   4,906 232
972   1,073 -101
5,936   8,440 -2,504
947   1,149 -202
712   583 129
1,273   1,161 112
8,711   9,613 -902
459   386 73
6,891   2,295 4,596
921   885 36
10,586   9,285 1,301
1,189   773 416
445   371 74
314   491 -177
172   149 23
4,933   4,391 542
7,743   8,436 -693
321   297 24
4,343   2,420 1,923
629   614 15
7,247   9,049 -1,802
2,470   6,690 -4,220
14,441   6,282 8,159
242   348 -106
564   547 17
473   602 -129
14,570   10,870 3,700
725   493 232
490   495 -5
961   110 851
2,334   240 2,094
10   22 -12
3,907   3,452 455
12,870   9,904 2,966
183   319 -136
2,051   1,853 198
10,346   9,115 1,231
6,568   6,706 -138
2,561   3,675 -1,114
1,170   1,063 107
10,237   5,609 4,628
1,538   2,247 -709
789   1,115 -326
5,615   4,735 880
8,517   12,915 -4,398
800   741 59
3,040   3,072 -32
2,342   3,275 -933
2,673   3,184 -511
9,154   9,357 -203
6,103   3,007 3,096
8,862   1,141 7,721
5,881   616 5,265
1,487   184 1,303
12,436   1,546 10,890
7,647   7,514 133
7,659   9,216 -1,557
5,543   2,679 2,864
11,083   9,812 1,271
7,558   7,091 467
8,803   8,353 450
2,576   2,437 139
4,636   5,065 -429
6,181   5,443 738
656   551 105
221   354 -133
566   510 56
2,971   2,665 306
165   132 33
2,260   2,114 146
501   543 -42
2,784   2,694 90
750   916 -166
10,000   12,153 -2,153
419   399 20
361   399 -38
714   839 -125
454   412 42
904   858 46
542   559 -17
1,115   1,149 -34
418   486 -68
793   349 444
10,000   11,421 -1,421
980   929 51
597   497 100
372   382 -10
343   302 41
933   1,023 -90
294   176 118
521   479 42
513   386 127
1,213   944 269
445   450 -5
563   532 31
424   559 -135
962   885 77
485   478 7
512   426 86
28,663   23,212 5,451
666   298 368
454   408 46
506   458 48
228   211 17
530   371 159
304   491 -187
305   298 7
4,287   3,991 296
758   440 318
485   413 72
4,828   2,286 2,542
905   856 49
10,000   10,269 -269
257   314 -57
271   348 -77
1,085   1,093 -8
541   486 55
528   458 70
418   602 -184
226   177 49
250   210 40
479   484 -5
773   493 280
566   492 74
208   179 29
361   390 -29
378   302 76
767   686 81
1,811   1,724 87
536   454 82
392   34 358
187   170 17
5,434   3,850 1,584
8,500   6,698 1,802
5,000   5,720 -720
3,858   1,979 1,879
1,000   1,031 -31
2,372   1,970 402
3,558   799 2,759
3,875   6,597 -2,722
7,899   12,491 -4,592
2,813   3,783 -970
12,055   16,652 -4,597
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
      13,315
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       -98
b       4,769
c       464
d       150
e       11,587
      8,109
      1,107
      7,157
      -352
      354
      388
      668
      -467
      6,267
      8,625
      5,226
      7,814
      5,338
      9,696
      3,166
      1,874
      1,052
      4,652
      4,102
      1,298
      -639
      2,270
      -659
      5,360
      361
      2,772
      719
      318
      2,342
      3,742
      2,556
      960
      3,581
      24,419
      1,052
      2,039
      1,136
      -295
      1,755
      2,289
      -476
      10,262
      -3,494
      -2,710
      8,568
      -2,630
      -87
      12,554
      -838
      -741
      -2,203
      -1,763
      610
      12
      -118
      199
      389
      77
      158
      -138
      232
      -101
      -2,504
      -202
      129
      112
      -902
      73
      4,596
      36
      1,301
      416
      74
      -177
      23
      542
      -693
      24
      1,923
      15
      -1,802
      -4,220
      8,159
      -106
      17
      -129
      3,700
      232
      -5
      851
      2,094
      -12
      455
      2,966
      -136
      198
      1,231
      -138
      -1,114
      107
      4,628
      -709
      -326
      880
      -4,398
      59
      -32
      -933
      -511
      -203
      3,096
      7,721
      5,265
      1,303
      10,890
      133
      -1,557
      2,864
      1,271
      467
      450
      139
      -429
      738
      105
      -133
      56
      306
      33
      146
      -42
      90
      -166
      -2,153
      20
      -38
      -125
      42
      46
      -17
      -34
      -68
      444
      -1,421
      51
      100
      -10
      41
      -90
      118
      42
      127
      269
      -5
      31
      -135
      77
      7
      86
      5,451
      368
      46
      48
      17
      159
      -187
      7
      296
      318
      72
      2,542
      49
      -269
      -57
      -77
      -8
      55
      70
      -184
      49
      40
      -5
      280
      74
      29
      -29
      76
      81
      87
      82
      358
      17
      1,584
      1,802
      -720
      1,879
      -31
      402
      2,759
      -2,722
      -4,592
      -970
      -4,597
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 230,490
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 4,399
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 4,399
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 4,399
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,548
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 1,548
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,851
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (617) 722-6922

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)
 
No
(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
 
 
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
EDWARD N LANGLEY - CO BNY MELLON TREASURER
0 		0    
PO BOX 185
PITTSBURGH,PA152301835
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
3,512,714
b
Average of monthly cash balances.......................
1b
54,941
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,567,655
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
3,567,655
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,515
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,514,140
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,707
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
175,707
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,399
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,399
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
171,308
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
171,308
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
171,308
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
198,125
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
198,125
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 7 171,308
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...... 19,479
b From 2020...... 103,841
c From 2021...... 33,258
d From 2022...... 46,795
e From 2023...... 39,026
f Total of lines 3a through e ........ 242,399
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 198,125
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..... 171,308
e Remaining amount distributed out of corpus 26,817
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 5 269,216
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) ... 		19,479
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		249,737
10 Analysis of line 9:
a Excess from 2020.... 103,841
b Excess from 2021.... 33,258
c Excess from 2022.... 46,795
d Excess from 2023.... 39,026
e Excess from 2024.... 26,817
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

18 DEGREES

480 WEST STREET
PITTSFIELD,MA01201 		NONE PC GENERAL OPERATING 17,000

EAST END HOUSE INC

105 SPRING ST
CAMBRIDGE,MA021411726 		NONE PC GENERAL OPERATING 17,000

EAST BOSTON SOCIAL CENTERS INC

68 CENTRAL SQ
EAST BOSTON,MA021281905 		NONE PC GENERAL OPERATING 17,000

MA SOCIETY PREVENTION OF CRUELTY

3815 WASHINGTON STREET
JAMAICA PLAIN,MA02130 		NONE PC GENERAL OPERATING 17,000

HOME FOR LITTLE WANDERERS

10 GUEST STREET SUITE 300
BRIGHTON,MA02135 		NONE PC GENERAL OPERATING 17,000

SOUTH BOSTON NEIGHBORHOOD HOUSE

136 H STREET
SOUTH BOSTON,MA02127 		NONE PC GENERAL OPERATING 17,000

THOM CHILD AND FAMILY SERVICES

NATICK CROSSING SUITE 22
NATICK,MA01760 		NONE PC GENERAL OPERATING 17,000

CAMBRIDGE CAMPING ASSOCIATION

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NONE PC GENERAL OPERATING 17,000

NURTURY

95 BERKELEY STREET
BOSTON,MA02116 		NONE PC GENERAL OPERATING 17,000

ELLIS MEMORIAL AND ELDRIDGE HOUSE

58 BERKELEY STREET
BOSTON,MA02116 		NONE PC GENERAL OPERATING 17,000

CHILD AND FAMILY SERVICES NEWBEDFORD

1061 PLEASANT STREET
NEW BEDFORD,MA02740 		NONE PC GENERAL OPERATING 17,000
Total .................................right arrow 3a 187,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 102,826  
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 ............ 		    18 230,490  
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) ..   333,316  
13Total. Add line 12, columns (b), (d), and (e)..................
13
333,316
(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.
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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
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 897     897

TY 2024 InvestmentsOtherSchedule2
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP COM AT COST 35,424 101,160
G29183103 EATON CORP PLC      
023135106 AMAZON COM INC AT COST 35,442 82,271
46625H100 J P MORGAN CHASE & C AT COST 9,901 23,971
929089100 VOYA FINANCIAL INC AT COST 5,702 8,948
026874784 AMERICAN INTERNATION AT COST 2,575 7,280
060505104 BANK OF AMERICA CORP AT COST 8,683 10,109
126408103 CSX CORP COM      
438516106 HONEYWELL INTL INC      
65339F101 NEXTERA ENERGY INC      
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
02079K305 ALPHABET INC/CA AT COST 35,382 89,350
037833100 APPLE INC AT COST 36,972 90,902
002824100 ABBOTT LABORATORIES      
101137107 BOSTON SCIENTIFIC CO      
452308109 ILLINOIS TOOL WORKS      
654106103 NIKE INC CL B      
87165B103 SYNCHRONY FINANCIAL      
91324P102 UNITED HEALTH GROUP AT COST 3,331 12,647
78409V104 S & P GLOBAL INC      
883556102 THERMO ELECTRON CORP      
05588F709 BNYM GLBL RL EST SEC AT COST 35,187 36,852
00287Y109 ABBVIE INC      
05588E850 BNY MELLON HIGH YIEL AT COST 78,022 70,996
05589K400 BNYM FLTNG RT INC-Y AT COST 107,458 101,547
12572Q105 CME GROUP INC AT COST 19,641 24,152
191216100 COCA-COLA CO USD      
87234N765 TCW EMERGING MARKETS AT COST 62,974 50,566
532457108 ELI LILLY & CO COM      
G8994E103 TRANE TECHNOLOGIES P AT COST 1,061 11,450
701765505 PARNASSUS MID CAP FU AT COST 309,731 265,031
464288273 ISHARES MSCI EAFE SM AT COST 75,584 60,750
233203199 D F A INTL SUSTAINAB AT COST 257,664 251,352
745867101 PULTE GROUP INC      
464287200 ISHARES S&P 500 INDE AT COST 112,132 167,774
03076C106 AMERIPRISE FINL INC      
G1151C101 ACCENTURE PLC IRELAN      
233203363 DFA EMERG MKTS SOCIA AT COST 170,140 141,201
580135101 MC DONALDS CORPORATI      
30231G102 EXXON MOBIL CORP      
097023105 BOEING COMPANY      
744573106 PUBLIC SERVICE ENTER      
573284106 MARTIN MARIETTA MATL      
75886F107 REGENERON PHARMACEUT      
00206R102 AT&T INC AT COST 14,740 19,127
742718109 PROCTER & GAMBLE CO      
29250N105 ENBRIDGE INC      
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
020002101 ALLSTATE CORP COM AT COST 8,444 12,339
517834107 LAS VEGAS SANDS CORP AT COST 8,490 12,326
05722G100 BAKER HUGHES A GE CO      
11135F101 BROADCOM INC      
016255101 ALIGN TECHNOLOGY INC AT COST 14,873 8,757
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 10,947 10,874
075887109 BECTON DICKINSON AND AT COST 26,027 22,687
084670702 BERKSHIRE HATHAWAY I AT COST 28,590 35,356
16119P108 CHARTER COMMUNICATIO      
17275R102 CISCO SYS INC AT COST 19,165 21,904
21037T109 CONSTELLATION ENERGY AT COST 7,449 14,317
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 12,857 10,739
235851102 DANAHER CORP COMMON AT COST 21,362 21,348
25746U109 DOMINION RES INC VA AT COST 14,154 15,619
35671D857 FREEPORT-MCMORAN COP AT COST 14,265 12,186
372460105 GENUINE PARTS CO      
443573100 HUBSPOT INC AT COST 14,361 18,813
452327109 ILLUMINA INC AT COST 11,297 10,022
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 12,329 16,181
464287226 ISHARES BARCLAYS AGG AT COST 802,965 789,735
464287804 ISHARES TR S & P SMA AT COST 116,059 144,025
56585A102 MARATHON PETROLEUM C AT COST 6,700 6,278
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 5,285 10,696
651639106 NEWMONT MINING CORP AT COST 5,782 5,211
67066G104 NVIDIA CORP AT COST 26,809 114,147
674599105 OCCIDENTAL PETROLEUM      
680665205 OLIN CORP COM PAR $1      
70614W100 PELOTON INTERACTIVE      
759916109 REPLIGEN CORP AT COST 9,377 8,636
80105N105 SANOFI-SYNTHELABO AT COST 8,681 8,681
803607100 SAREPTA THERAPEUTICS AT COST 10,307 10,943
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 9,917 12,749
863667101 STRYKER CORP      
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 8,876 10,858
92338C103 VERALTO CORP-W/I AT COST 11,018 13,139
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 8,775 11,196
031100100 AMETEK INC NEW AT COST 14,066 14,421
038222105 APPLIED MATERIALS IN AT COST 21,299 17,076
071813109 BAXTER INTL INC COM AT COST 6,782 4,957
09073M104 BIO-TECHNE CORP AT COST 7,126 7,203
110122108 BRISTOL MYERS SQUIBB AT COST 9,305 10,746
16679L109 CHEWY INC - CLASS A AT COST 10,627 12,726
20825C104 CONOCOPHILLIPS AT COST 16,261 13,983
25278X109 DIAMONDBACK ENERGY I AT COST 7,355 7,372
254687106 DISNEY (WALT) COMPAN AT COST 12,711 12,471
26884L109 EQT CORP COM AT COST 20,894 25,822
320517105 FIRST HORIZON NATL C AT COST 6,484 8,660
36828A101 GE VERNOVA LLC AT COST 10,023 18,749
37045V100 GENERAL MOTORS CO AT COST 8,127 10,121
375558103 GILEAD SCIENCES INC AT COST 7,111 7,390
38141G104 GOLDMAN SACHS GROUP AT COST 11,586 17,179
443201108 HOWMET AEROSPACE INC AT COST 13,812 22,749
443510607 HUBBELL INC COM AT COST 25,098 26,809
45687V106 INGERSOLL RAND INC AT COST 15,938 16,283
460146103 INTERNATIONAL PAPER AT COST 9,814 11,302
49177J102 KENVUE INC AT COST 10,981 11,529
502431109 L3HARRIS TECHNOLOGIE AT COST 16,318 15,771
504922105 LABCORP HOLDINGS INC AT COST 9,310 10,549
550021109 LULULEMON ATHLETICA AT COST 7,364 5,736
59156R108 METLIFE INC AT COST 7,563 7,369
60937P106 MONGODB INC AT COST 11,450 7,916
681919106 OMNICOM GROUP INC CO AT COST 14,283 12,992
718546104 PHILLIPS 66 AT COST 9,754 7,178
722304102 PINDUODUO INC-ADR AT COST 7,006 5,625
776696106 ROPER TECHNOLOGIES I AT COST 16,047 15,596
88579Y101 3M CO AT COST 6,669 8,262
902973304 US BANCORP DEL AT COST 8,230 8,131
98978V103 ZOETIS INC AT COST 10,519 9,450
G0403H108 AON PLC/IRELAND A AT COST 6,600 7,902
G25508105 CRH PLC AT COST 10,680 12,028
G51502105 JOHNSON CTLS INTL PL AT COST 13,762 16,575
G5960L103 MEDTRONIC PLC AT COST 23,023 21,568
H01301128 ALCON INC AT COST 10,143 9,338
V7780T103 ROYAL CARIBBEAN CRUI AT COST 7,046 7,843

TY 2024 OtherDecreasesSchedule
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Description Amount
MUTUAL FUND TIMING ADJ 56
PY RETURN OF CAPITAL ADJUSTMENT 111
ROC ON CY SALES 86
ROUNDING 3
TAX LOT BASIS ADJUSTMENT 1


TY 2024 OtherExpensesSchedule
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 35 0   35
INVESTMENT EXPENSES-DIVIDEND I 21 21   0


TY 2024 OtherProfessionalFeesSchedule
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 25,483 15,290   10,193


TY 2024 TaxesSchedule
Name:
DEAN FOUNDATION CHILDREN (IMA)
EIN:
04-2210741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 959 959   0
FEDERAL ESTIMATES - PRINCIPAL 1,497 0   0
FOREIGN TAXES ON NONQUALIFIED 504 504   0