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
ROCCO J GORMAN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

55-6077863
B Telephone number (see instructions)

(304) 348-5035
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$1,931,660J 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... 47,390 46,906  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 375,748
b Gross sales price for all assets on line 6a 1,117,320
7 Capital gain net income (from Part IV, line 2)... 375,748
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)....... Click to see attachment
List of Attached Documents:
// Content
35 35  
12 Total. Add lines 1 through 11........ 423,173 422,689  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,632 8,806   8,816
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
1,250 0 0 1,250
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
2,208 424   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,090 9,230 0 10,066
25 Contributions, gifts, grants paid....... 86,052 86,052
26 Total expenses and disbursements. Add lines 24 and 25 107,142 9,230 0 96,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 316,031
b Net investment income (if negative, enter -0-) 413,459
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............. -15,068 -7,673 -7,673
2 Savings and temporary cash investments......... 25,341 90,158 90,158
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)....... 1,193,128 Click to see attachment
List of Attached Documents:
// Content
1,486,483 		1,800,986
c Investments—corporate bonds (attach schedule)....... 99,007 Click to see attachment
List of Attached Documents:
// Content
49,124 		48,189
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)..........     0
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) 1,302,408 1,618,092 1,931,660
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........ 1,302,408 1,618,092
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)..... 1,302,408 1,618,092
30 Total liabilities and net assets/fund balances (see instructions). 1,302,408 1,618,092
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
1,302,408
2
Enter amount from Part I, line 27a .....................
2
316,031
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,618,439
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
347
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,618,092
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 677.2 MORGAN STANLEY INSTL FD INC   2023-05-23 2024-01-29
b 75. HOME DEPOT INC.     2024-05-09
c 50. S&P GLOBAL INC   2016-01-06 2024-05-09
d .26 EXXON MOBIL CORP COM   2021-10-20 2024-06-06
e 50000. US TREASURY 3.25% 08/31/2024   2022-08-24 2024-08-31
1025. AT&T INC     2024-10-30
100. ABBVIE INC     2024-10-30
300. ALTRIA GROUP INC   2022-06-08 2024-10-30
35. ANTHEM INC     2024-10-30
49. APPLE COMPUTER   2009-05-19 2024-10-30
25. BLACKROCK INC     2024-10-30
309. BROADCOM INC   2016-01-06 2024-10-30
400. CHIPOTLE MEXICAN GRILL INC CLASS A     2024-10-30
35. DEERE & COMPANY     2024-10-30
50. DIAGEO PLC SPONSORED ADR   2022-10-11 2024-10-30
95. EXXON MOBIL CORP COM   2021-10-20 2024-10-30
50. GOLDMAN SACHS GROUP INC   2023-03-15 2024-10-30
50. HONEYWELL INTL INC COM   2015-10-01 2024-10-30
125. INTERNATIONAL BUSINESS MACHINES CORP     2024-10-30
25. INTUIT INC   2023-03-15 2024-10-30
250. INVESCO EXCHANGE-TRADED FD TR   2022-11-10 2024-10-30
200. ISHARES S & P SMALLCAP 600     2024-10-30
175. ISHARES I SHARES S&P SMALL CAP 600 BARRA   2022-11-10 2024-10-30
29. J P MORGAN CHASE & CO   2018-02-06 2024-10-30
100. JOHNSON & JOHNSON CO     2024-10-30
50. KIMBERLY-CLARK CORPORATION   2023-06-14 2024-10-30
32. ELI LILLY & CO   2020-10-07 2024-10-30
27. LOCKHEED MARTIN (COMMON STOCK)     2024-10-30
75. MCDONALDS CORP     2024-10-30
100. NASDAQ INC   2019-01-30 2024-10-30
17. NETFLIX INC   2023-05-23 2024-10-30
127.25 NEW WORLD FD INC NEW   2020-10-07 2024-10-30
200. NEXTERA ENERGY, INC   2016-07-05 2024-10-30
25. NORTHROP GRUMMAN CORP W/1 RT/SH     2024-10-30
35. NUCOR CORP   2021-02-24 2024-10-30
526. NVIDIA CORP   2020-07-13 2024-10-30
35. PARKER HANNIFIN CORP     2024-10-30
75. PEPSICO INC     2024-10-30
275. PHILIP MORRIS INTL INC     2024-10-30
190.19 T ROWE PRICE NEW HORIZONS FUND   2023-06-14 2024-10-30
2. SERVICENOW INC   2022-07-15 2024-10-30
100. STARBUCKS CORP   2023-03-15 2024-10-30
67. T-MOBILE US INC     2024-10-30
50. TESLA INC   2021-10-20 2024-10-30
50. UNITED PARCEL SVC INC   2023-03-15 2024-10-30
40. UNITEDHEALTH GROUP INC     2024-10-30
109. VALERO ENERGY     2024-10-30
338.4 VANGUARD WORLD FD     2024-10-30
40. VERTEX PHARMACEUTICAL INC   2023-05-23 2024-10-30
45. VISA INC   2017-10-12 2024-10-30
1745.6 WASATCH FDS TR     2024-10-30
400. WISDOMTREE TR     2024-10-30
200. WISDOMTREE TR     2024-10-30
478. AES CORP   2024-10-30 2024-12-10
78. APPLIED MATERIALS INC   2024-10-30 2024-12-10
27. CONSTELLATION BRANDS INC CL A   2024-10-30 2024-12-10
50. CONSTELLATION BRANDS INC CL A     2024-12-10
461.34 MFS SER TR XIII   2024-10-30 2024-12-10
2338.29 MFS SER TR XIII     2024-12-10
46. MICRON TECHNOLOGY INC   2024-10-30 2024-12-10
100. AT&T INC   2023-03-15 2024-12-12
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 15,569   15,000 569
b 25,823   10,539 15,284
c 21,477   4,691 16,786
d 30   21 9
e 50,000   49,883 117
22,437   23,300 -863
19,996   7,447 12,549
15,124   15,042 82
14,400   15,773 -1,373
11,290   225 11,065
24,480   10,540 13,940
54,608   4,100 50,508
22,325   14,123 8,202
14,146   12,779 1,367
6,379   8,310 -1,931
11,107   7,853 3,254
26,267   15,490 10,777
10,188   4,526 5,662
25,592   16,986 8,606
15,578   10,141 5,437
30,634   19,992 10,642
23,199   21,289 1,910
23,971   20,038 3,933
6,506   3,167 3,339
16,044   16,353 -309
6,718   6,752 -34
26,702   4,782 21,920
14,748   6,281 8,467
21,921   12,539 9,382
7,568   2,916 4,652
12,817   6,137 6,680
10,604   9,629 975
15,822   6,549 9,273
12,655   9,542 3,113
5,028   2,192 2,836
73,401   5,611 67,790
21,862   11,075 10,787
12,464   10,529 1,935
36,271   26,322 9,949
11,208   10,000 1,208
1,903   874 1,029
9,715   9,910 -195
14,925   9,156 5,769
13,026   14,430 -1,404
6,684   9,186 -2,502
22,501   8,866 13,635
14,025   4,620 9,405
39,159   42,868 -3,709
18,959   13,364 5,595
13,099   4,878 8,221
32,137   35,159 -3,022
20,751   17,215 3,536
8,704   7,003 1,701
6,501   7,911 -1,410
13,111   14,453 -1,342
6,535   6,348 187
12,102   12,234 -132
7,954   8,184 -230
40,312   49,237 -8,925
4,491   4,818 -327
2,516   2,394 122
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
      11,251
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       569
b       15,284
c       16,786
d       9
e       117
      -863
      12,549
      82
      -1,373
      11,065
      13,940
      50,508
      8,202
      1,367
      -1,931
      3,254
      10,777
      5,662
      8,606
      5,437
      10,642
      1,910
      3,933
      3,339
      -309
      -34
      21,920
      8,467
      9,382
      4,652
      6,680
      975
      9,273
      3,113
      2,836
      67,790
      10,787
      1,935
      9,949
      1,208
      1,029
      -195
      5,769
      -1,404
      -2,502
      13,635
      9,405
      -3,709
      5,595
      8,221
      -3,022
      3,536
      1,701
      -1,410
      -1,342
      187
      -132
      -230
      -8,925
      -327
      122
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 375,748
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 5,747
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 5,747
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 5,747
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,106
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 1,106
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 4,641
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 arrowWV
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 arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (304) 348-5035

Located atright arrow900 LEE STREET EASTCHARLESTONWV ZIP+4right arrow25301
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		17,632    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
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
1,782,209
b
Average of monthly cash balances.......................
1b
86,693
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,868,902
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
1,868,902
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,034
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,840,868
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,043
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
92,043
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,747
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,747
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
86,296
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
86,296
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
86,296
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
96,118
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
96,118
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 86,296
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...... 6,077
b From 2020...... 4,291
c From 2021...... 0
d From 2022...... 15,305
e From 2023...... 18,866
f Total of lines 3a through e ........ 44,539
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 96,118
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..... 86,296
e Remaining amount distributed out of corpus 9,822
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 54,361
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) ... 		6,077
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		48,284
10 Analysis of line 9:
a Excess from 2020.... 4,291
b Excess from 2021.... 0
c Excess from 2022.... 15,305
d Excess from 2023.... 18,866
e Excess from 2024.... 9,822
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF CHARLESTON

2300 MACCORKLE AVE SE
CHARLESTON,WV253041099 		NONE PC GENERAL OPERATING 86,052
Total .................................right arrow 3a 86,052
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 47,390  
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 ............ 		    18 375,748  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 35  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   423,173  
13Total. Add line 12, columns (b), (d), and (e)..................
13
423,173
(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 AccountingFeesSchedule
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Name of Bond End of Year Book Value End of Year Fair Market Value
808513AZ8 SCHWAB CHARLES CORP 49,124 48,189
91282CFG1 US TREASURY 3.25%    

TY 2024 InvestmentsCorpStockSchedule
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Name of Stock End of Year Book Value End of Year Fair Market Value
31428Q739 FEDERATED TOTAL RETU 12,185 10,052
023135106 AMAZON COM INC 28,760 45,194
779562107 ROWE T PRICE NEW HOR    
437076102 HOME DEPOT INC    
580135101 MCDONALDS CORP    
666807102 NORTHROP GRUMMAN COR    
61756E461 MORGAN STANLEY INSTL    
78409V104 S&P GLOBAL INC    
11135F101 BROADCOM INC 2,534 44,281
742718109 PROCTER & GAMBLE CO 18,679 22,465
72201F490 PIMCO FDS 29,014 25,383
032654105 ANALOG DEVICES INC 10,548 15,935
552982720 MFS SER TR XIII    
91913Y100 VALERO ENERGY CORP N 10,219 17,285
543916688 LORD ABBETT INVT TR 21,791 20,047
592905749 METROPOLITAN WEST FD 23,866 22,672
67103H107 O'REILLY AUTOMOTIVE 6,596 21,344
31420B847 FEDERATED HERMES INS 15,616 15,382
78464A359 SPDR SER TR 11,376 17,525
00287Y109 ABBVIE INC    
438516106 HONEYWELL INTL INC    
539830109 LOCKHEED MARTIN CORP 7,834 11,177
67066G104 NVIDIA CORP 5,056 63,653
883556102 THERMO FISHER SCIENT 4,358 13,006
92826C839 VISA INC 11,493 17,382
649280815 NEW WORLD FD INC NEW    
97717X701 WISDOMTREE TR    
46138E511 INVESCO EXCHANGE-TRA 9,347 7,495
037833100 APPLE INC 6,502 44,074
459200101 INTERNATIONAL BUSINE    
46625H100 JPMORGAN CHASE & CO 15,962 24,690
713448108 PEPSICO INC    
921910501 VANGUARD WORLD FD    
09247X101 BLACKROCK INC    
91324P102 UNITEDHEALTH GROUP I    
00206R102 AT&T INC    
532457108 LILLY ELI & CO 13,378 33,196
594918104 MICROSOFT CORP 14,354 63,225
631103108 NASDAQ INC    
65339F101 NEXTERA ENERGY INC    
464287804 ISHARES TR    
46120E602 INTUITIVE SURGICAL I 19,629 28,186
88160R101 TESLA INC    
723787107 PIONEER NAT RES CO    
H1467J104 CHUBB LTD 16,853 18,788
718172109 PHILIP MORRIS INTL I    
02079K305 ALPHABET INC 33,048 43,160
670346105 NUCOR CORP    
478160104 JOHNSON & JOHNSON    
92646A831 VICTORY PORTFOLIOS 98,229 87,803
936793744 WASATCH FDS TR    
21036P108 CONSTELLATION BRANDS    
244199105 DEERE & CO    
872590104 T-MOBILE US INC 11,685 18,321
97717W794 WISDOMTREE TR    
32008F200 FIRST EAGLE FDS 130,637 131,314
02209S103 ALTRIA GROUP INC    
05528X851 BBH FD INC 5,000 5,148
30231G102 EXXON MOBIL CORP 16,633 19,255
494368103 KIMBERLY-CLARK CORP    
81762P102 SERVICENOW INC 10,054 24,383
025537101 AMERICAN ELEC PWR CO 23,121 22,412
464287887 ISHARES TR    
543487136 LOOMIS SAYLES FDS II 13,000 12,907
25243Q205 DIAGEO PLC    
46137V464 INVESCO EXCHANGE-TRA    
00206R409 AT&T INC    
036752103 ANTHEM INC    
049560105 ATMOS ENERGY CORP 11,693 13,927
169656105 CHIPOTLE MEXICAN GRI    
26441C402 DUKE ENERGY CORP NEW 2,490 2,375
38141G104 GOLDMAN SACHS GROUP    
40168W483 GUGGENHEIM FDS TR 9,000 9,289
461202103 INTUIT    
64110L106 NETFLIX INC 12,686 29,414
68389X105 ORACLE CORP 11,922 20,163
701094104 PARKER-HANNIFIN CORP    
72201F623 PIMCO FDS 5,000 4,678
842587800 SOUTHERN CO 2,290 2,070
855244109 STARBUCKS CORP    
911312106 UNITED PARCEL SVC IN    
922031737 VANGUARD FIXED INCOM 15,000 14,181
922907845 VANGUARD MUN BD FDS 12,500 12,606
92532F100 VERTEX PHARMACEUTICA    
007903107 ADVANCED MICRO DEVIC 19,321 17,031
03027X100 AMERICAN TOWER CORP 13,203 11,738
084670702 BERKSHIRE HATHAWAY C 22,981 22,664
101137107 BOSTON SCIENTIFIC CO 30,655 31,441
191912401 COHEN & STEERS REAL 47,002 45,897
22160K105 COSTCO WHOLESALE COR 27,547 26,572
22788C105 CROWDSTRIKE HOLDINGS 8,867 9,238
230001752 CULLEN EMERGING MARK 94,053 91,864
253868103 DIGITAL RLTY TR INC 12,414 12,058
262028731 DRIEHAUS SMALL CAP G 51,769 50,642
26875P101 EOG RES INC 11,358 11,277
285512109 ELECTRONIC ARTS INC 26,500 24,871
291011104 EMERSON ELEC CO 18,711 19,333
30303M102 FACEBOOK INC CL-A 19,554 19,322
337738108 FISERV INC 21,097 21,569
369604301 GENERAL ELEC CO 24,289 23,351
458140100 INTEL CORP 11,173 11,308
55261F104 M & T BK CORP 34,736 32,150
697435105 PALO ALTO NETWORKS I 26,056 25,474
747525103 QUALCOMM INC 11,374 10,753
75513E101 RTX CORP 23,133 22,218
773903109 ROCKWELL AUTOMATION 14,136 14,290
79466L302 SALESFORCE.COM INC 21,373 20,728
824348106 SHERWIN WILLIAMS CO 13,950 12,917
863667101 STRYKER CORP 23,714 23,043
872540109 TJX COS INC NEW 13,620 13,652
902973304 US BANCORP DEL 16,898 15,880
92343V104 VERIZON COMMUNICATIO 16,474 15,676
931142103 WAL MART STORES INC 19,395 19,877
98978V103 ZOETIS INC 14,345 13,034
G1151C101 ACCENTURE PLC-CL A 21,687 21,459
G54950103 LINDE PLC 15,160 13,816

TY 2024 OtherDecreasesSchedule
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Description Amount
MUTUAL FUND TIMING ADJ 346
ROUNDING 1


TY 2024 OtherIncomeSchedule2
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 35 35  


TY 2024 TaxesSchedule
Name:
ROCCO J GORMAN TRUST
EIN:
55-6077863
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 199 199   0
FEDERAL TAX PAYMENT - PRIOR YE 678 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,106 0   0
FOREIGN TAXES ON NONQUALIFIED 225 225   0