TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 02-01-2024 , and ending 01-31-2025

Name of foundation
TRUST UA WYMAN-POTTER FOUNDATION 14-217670

Number and street (or P.O. box number if mail is not delivered to street address)66 HUDSON BOULEVARD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001

A Employer identification number

16-6060015

B Telephone number (see instructions)

(212) 525-0561

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$2,448,593J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	43,015		42,385
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		143,855
b	Gross sales price for all assets on line 6a 466,655
7	Capital gain net income (from Part IV, line 2)...			143,855
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........	186,870		186,240
13	Compensation of officers, directors, trustees, etc.	29,462		23,570		5,892
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,267	165		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	250			250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,979		23,735	0	6,142
25	Contributions, gifts, grants paid.......	106,000				106,000
26	Total expenses and disbursements. Add lines 24 and 25	137,979		23,735	0	112,142
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	48,891
b	Net investment income (if negative, enter -0-)			162,505
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	33,805	15,804	15,804
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	750,354	List of Attached Documents: // Content 754,867	1,558,901
	c	Investments—corporate bonds (attach schedule).......	422,908	List of Attached Documents: // Content 486,814	472,150
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	279,088	List of Attached Documents: // Content 276,922	401,738
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,486,155	1,534,407	2,448,593
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,486,155	1,534,407
	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).....	1,486,155	1,534,407
	30	Total liabilities and net assets/fund balances (see instructions).	1,486,155	1,534,407

Part III

Analysis of Changes in Net Assets or Fund Balances

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

1,486,155

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

48,891

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

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

1,535,046

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

639

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

1,534,407

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	28. ABBVIE INC		2022-06-28	2024-08-28
b	46. ALPHABET INC-CL C		2011-03-25	2024-07-16
c	25. AMAZON COM INC		2022-11-07	2024-12-04
d	8. ELEVANCE HEALTH INC		2022-08-19	2024-08-06
e	3. ELEVANCE HEALTH INC		2024-01-22	2024-08-28
	9. ELEVANCE HEALTH INC			2024-08-28
	11. ELEVANCE HEALTH INC		2024-01-22	2024-12-10
	29. ELEVANCE HEALTH INC		2022-07-21	2024-12-10
	17. BLACKROCK INC			2024-02-15
	82. BOEING CO			2024-08-28
	6. BROADCOM INC		2023-07-10	2024-03-01
	5. BROADCOM INC		2023-07-10	2024-06-07
	30. BROADCOM INC			2024-08-28
	24. BROADCOM INC		2023-07-10	2024-09-27
	252. CVS CORP		2024-01-04	2024-05-02
	39. EQUINIX INC			2024-05-06
	288. FORTINET INC		2023-08-14	2024-05-10
	28.327 HRDNG LVNR INTL EQTY-INST			2024-10-25
	171.673 HRDNG LVNR INTL EQTY-INST			2024-10-25
	565.985 HRDNG LVNR INTL EQTY-INST			2024-12-04
	6. HOME DEPOT INC		2022-04-04	2024-05-10
	8. INTUITIVE SURGICAL INC		2024-03-01	2024-09-27
	5. LILLY ELI & CO		2024-06-07	2024-09-27
	89. LOWES COS INC		2006-12-13	2024-07-16
	100. LOWES COS INC			2024-12-04
	179.057 MFS INTL INTRINSIC VALUE-I			2024-12-04
	620.943 MFS INTL INTRINSIC VALUE-I			2024-12-04
	83. MONDELEZ INTERNATIONAL INC-A		2013-06-21	2024-07-16
	2. NETFLIX INC		2023-10-03	2024-09-27
	71. PACCAR INC		2023-10-03	2024-08-06
	190. PACCAR INC			2024-08-06
	31. PALO ALTO NETWORKS INC		2021-11-15	2024-03-01
	60. PROCTER & GAMBLE CO		2018-11-20	2024-07-16
	25. RLI CORP		2022-05-26	2024-02-15
	116. RLI CORP		2022-05-26	2024-02-16
	41. RLI CORP		2022-05-26	2024-02-20
	120. RTX CORP			2024-07-16
	77. ROCKWELL INTL CORP NEW			2024-04-16
	171. STARBUCKS CORP			2024-07-16
	74. TRACTOR SUPPLY COMPANY		2023-06-30	2024-03-20
	514. US BANCORP DEL			2024-06-20
	17. UNITED RENTALS INC		2020-07-06	2024-04-16
	28. UNITEDHEALTH GROUP INC		2010-01-29	2024-03-01
	90. WALMART STORES INC		2021-08-17	2024-05-10
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,445	4,336	1,109
b	8,717	668	8,049
c	5,439	2,265	3,174
d	4,196	4,029	167
e	1,645	1,420	225
	4,934	4,416	518
	4,291	5,208	-917
	11,312	13,193	-1,881
	13,565	8,976	4,589
	13,980	18,327	-4,347
	8,435	5,267	3,168
	7,054	4,389	2,665
	4,756	2,633	2,123
	4,149	2,107	2,042
	13,567	20,278	-6,711
	27,010	21,344	5,666
	16,812	17,164	-352
	782	725	57
	4,742	2,809	1,933
	15,491	8,730	6,761
	2,076	1,823	253
	3,835	3,179	656
	4,413	4,258	155
	20,825	2,740	18,085
	27,203	1,992	25,211
	8,047	7,134	913
	27,905	21,414	6,491
	5,350	2,365	2,985
	1,413	759	654
	6,584	5,960	624
	17,618	12,031	5,587
	9,296	5,366	3,930
	9,909	5,531	4,378
	3,569	2,984	585
	16,483	13,846	2,637
	5,819	4,894	925
	12,220	1,608	10,612
	21,476	25,350	-3,874
	12,253	4,448	7,805
	18,867	16,362	2,505
	20,137	22,407	-2,270
	11,188	2,568	8,620
	13,632	941	12,691
	5,423	4,556	867
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792
			4,792

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			1,109
b			8,049
c			3,174
d			167
e			225
			518
			-917
			-1,881
			4,589
			-4,347
			3,168
			2,665
			2,123
			2,042
			-6,711
			5,666
			-352
			57
			1,933
			6,761
			253
			656
			155
			18,085
			25,211
			913
			6,491
			2,985
			654
			624
			5,587
			3,930
			4,378
			585
			2,637
			925
			10,612
			-3,874
			7,805
			2,505
			-2,270
			8,620
			12,691
			867

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	143,855
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,259
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	2,259
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	2,259
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,457
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	1,457
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	802
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

HSBC BANK USA Telephone no. right arrow

(212) 525-0561

Located at right arrow

66 HUDSON BOULEVARDNEW YORKNY ZIP+4 right arrow

10001

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

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

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

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

16 No

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

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HSBC BANK USA	TRUSTEE 0	29,462
66 HUDSON BOULEVARD NEW YORK,NY10001	TRUSTEE 0	29,462

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


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









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

Form 990-PF (2024)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

2,311,858

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

30,731

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

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

2,342,589

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

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

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

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

2,342,589

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

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

35,139

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

2,307,450

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

115,373

Part X

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

and do not complete this part.)

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

115,373

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

2,259

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

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

2,259

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

113,114

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

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

113,114

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

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

113,114

Part XI

Qualifying Distributions (see instructions)

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

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

112,142

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

112,142

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					113,114
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				4,877
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 112,142
a Applied to 2023, but not more than line 2a				4,877
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.....					107,265
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					5,849
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

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

NONE

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

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
GRACE OF GOD RECOVERY HOUSE INC 121 N FITZHUGH ST ROCHESTER,NY14614	NONE	PC	GENERAL CHARITABLE PURPOSES	11,000
GIRL SCOUTS OF WESTERN 1000 ELMWOOD AVE DOOR 9 ROCHESTER,NY14620	NONE	PC	GENERAL CHARITABLE PURPOSES	12,000
SPIRITUS CHRISTI MENTAL HEALTH CENTER 121 FITZHUGH ST N ROCHESTER,NY14614	NONE	PC	GENERAL CHARITABLE PURPOSES	10,500
LOLLYPOP FARM ATTN MIRIAM STEINBERG 99 VICTOR ROAD FAIRPORT,NY14450	NONE	PC	GENERAL CHARITABLE PURPOSES	13,000
ROSWELL PARK COMPREHENSIVE CANCER ELM CARLTON STREETS RSC 540 BUFFALO,NY14263	NONE	PC	GENERAL CHARITABLE PURPOSES	21,000
STARBRIDGE SERVICES INC 1650 SOUTH AVE 200 Rochester,NY14620	NONE	PC	GENERAL CHARITABLE PURPOSES	10,500
FUTURE BOXING CLUB INC 460 BUFFALO ROAD ROCHESTER,NY14611	NONE	PC	GENERAL CHARITABLE PURPOSES	15,500
ROCHESTER PRESBYTERIAN HOME INC 256 THURSTON RD ROCHESTER,NY14619	NONE	PC	GENERAL CHARITABLE PURPOSES	12,500
Total ................................. 3a				106,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	43,015
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	143,855
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) ..				186,870

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

186,870

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Name of Bond	End of Year Book Value	End of Year Fair Market Value
22160K105 COSTCO WHOLESALE COR	4,999	45,074
464287226 ISHARES CORE US AGGR	309,885	269,311
464288513 ISHARES IBOXX USD HI	68,557	64,254
46435G672 ISHARES CORE INTERNA	103,373	93,511

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Name of Stock	End of Year Book Value	End of Year Fair Market Value
2824100 ABBOTT LABS
00287Y109 ABBVIE INC	24,460	30,985
00724F101 ADOBE SYS INC	10,830	19,248
8073108 AEROVIRONMENT INC
02079K305 ALPHABET INC CL A	2,906	41,120
02079K107 ALPHABET INC CL C	3,575	50,189
23135106 AMAZON.COM INC	11,222	64,649
30420103 AMERICAN WATER WORKS
37833100 APPLE INC
03852U106 ARAMARK
75887109 BECTON DICKINSON
09247X101 BLACKROCK INC CLASS
11135F101 BROADCOM INC	21,976	76,559
808513105 CHARLES SCHWAB CORP
166764100 CHEVRON CORPORATION	7,370	13,278
169656105 CHIPOTLE MEXICAN GRI	7,349	23,340
172967424 CITIGROUP INC	21,479	29,396
12572Q105 CME GROUP INC.
20030N101 COMCAST CORP-CL A
21036P108 CONSTELLATION BRANDS	24,098	35,698
235851102 DANAHER CORP	16,289	15,369
254687106 DISNEY WALT CO NEW
256677105 DOLLAR GENERAL CORP
29444U700 EQUINIX INC REIT
30231G102 EXXON MOBIL CORPORAT
30303M102 FACEBOOK INC-A
337738108 FISERV INC	20,222	28,733
34959J108 FORTIVE CORPORATION
368736104 GENERAC HOLDINGS
375558103 GILEAD SCIENCES INC
406216101 HALLIBURTON CO
438516106 HONEYWELL INTERNATIO
446413106 HUNTINGTON INGALLS I
45866F104 INTERCONTINENTAL EXC	14,797	14,704
459200101 INTL. BUSINESS MACHI
46120E602 INTUITIVE SURGICAL I	23,192	36,028
46266C105 IQVIA HOLDINGS INC
478160104 JOHNSON & JOHNSON
46625H100 JP MORGAN CHASE & CO	7,936	38,759
518439104 LAUDER ESTEE COS CL-
548661107 LOWES COS INC
550021109 LULULEMON ATH-WI
594918104 MICROSOFT CORP	22,483	73,881
609207105 MONDELEZ INTERNATION
617446448 MORGAN STANLEY	12,875	32,330
65339F101 NEXTERA ENERGY INC
67066G104 NVIDIA CORP	13,283	81,648
70450Y103 PAYPAL HOLDINGS INC
742718109 PROCTER & GAMBLE CO
747525103 QUALCOMM INC
75513E101 RAYTHEON TECHNOLOGIE
79466L302 SALESFORCE.COM	2,380	20,502
806857108 SCHLUMBERGER LTD	7,472	6,848
855244109 STARBUCKS CORP
883556102 THERMO FISHER SCIENT	5,983	27,497
911363109 UNITED RENTALS INC	3,626	18,193
91324P102 UNITEDHEALTH GROUP I
92343V104 VERIZON COMMUNICATIO
92826C839 VISA INC-CLASS A
929160109 VULCAN MATLS CO
94106L109 WASTE MANAGEMENT INT
98138H101 WORKDAY INC CLASS A
98956P102 ZIMMER BIOMET HOLDIN
G4474Y214 JANUS HENDERSON GROU
G5494J103 LINDE PLC
00766T100 AECOM
03027X100 AMERICAN TOWER CORP	14,639	12,127
20825C104 CONOCOPHLLIPS	8,389	10,377
224399105 CRANE CO
126650100 CVS HEALTH CORPORATI
37045V100 GENERAL MOTORS CO
697435105 PALO ALTO NETWORKS	18,443	40,572
74762E102 QUANTA SERVICES INCO	15,187	39,374
78486Q101 SVB FINANCIAL GROUP
87612E106 TARGET CORP
931142103 WAL MART STORES INC	22,934	44,466
949746101 WELLS FARGO & CO	12,765	26,792
254687106 THE WALT DISNEY COMP
688239201 OSHKOSH CORP
05550J101 BJ'S WHOLESALE CLUN
16411R208 CHENIERE ENERGY INC	11,375	15,656
17275R102 CISCO SYSTEMS INC
52470H666 CLEARBRIDGE SMALL CA
205887102 CONAGRA BRANDS INC
209115104 CONSOLIDATED EDISON
224441105 CRANE HOLDINGS CO
036752103 ELEVANCE HEALTH INC
437076102 HOME DEPOT INC/THE	20,967	28,427
61945C103 MOSAIC CO/THE
693718108 PACCAR INC
749607107 RLI CORP
778296103 ROSS STORES INC
817565104 SERVICE CORP INTERNA
872540109 TJX COS INC/THE	11,433	17,970
872590104 T-MOBILE US INC
91913Y100 VALERO ENERGY CORP	17,383	19,717
09260D107 BLACKSTONE INC	22,061	33,828
031162100 AMGEN INC	19,960	18,838
097023105 BOEING CO
14040H105 CAPITAL ONE FINANCIA	21,716	33,408
532457108 ELI LILLY AND CO	21,714	27,577
34959E109 FORTINET INC
64110L106 NETFLIX INC	16,297	42,001
713448108 PEPSICO INC	26,080	22,302
744573106 PUBLIC SERVICE ENTER	22,168	29,657
745867101 PULTEGROUP INC	18,710	28,786
773903109
81762P102 SERVICENOW INC	20,371	40,735
892356106 TRACTOR SUPPLY CO
902973304 US BANCORP
037833100 APPLE INC	604	70,564
040413205 ARISTA NETWORKS INC	18,564	29,499
22788C105 CROWDSTRIKE HOLDINGS	26,567	35,826
291011104 EMERSON ELECTRIC CO	20,006	23,261
314172263 FEDERATED HERMES CLO
544006505 LORD ABBETT DEVELOPI
30303M102 META PLATFORMS INC	20,052	44,108
92532F100 VERTEX PHARMACEUTICA	25,411	27,701
95040Q104 WELTOWER INC	15,268	16,378

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
19766F175 COLUMBIA HIGH YIELD
55273E640 MFS EMERGING MKTS DE
722005220 PIMCO INTERNATIONAL
4812C0803 JP MORGAN HIGH YIELD
464287226 ISHARES CORE TOTAL U
464288513 ISHARES IBOXX HIGH Y
46435G672 ISHARES INTERNATIONA
464288281 ISHARES JP MORGAN US	AT COST	37,322	30,153
78464A391 SPDR BBG BARCLAY EM	AT COST	43,380	32,944
46434G103 ISHARES CORE MSCI EM	AT COST	7,012	7,048
464287507 ISHARES CORE S&P MID	AT COST	8,986	36,527
464287465 ISHARES MSCI EAFE ET	AT COST	30,651	39,382
464287234 ISHARES MSCI EMERGIN	AT COST	6,315	6,835
464287655 ISHARES RUSSELL 2000	AT COST	9,595	22,195
464287630 ISHARES RUSSELL 2000	AT COST	9,709	18,924
464287481 ISHARES RUSSELL MIDC	AT COST	8,296	23,567
464287606 ISHARES S&P MIDCAP 4	AT COST	8,299	18,577
52470H666 CLEARBRIDGE SMALL CA
412295107 HARDING LOEVNER INTL
47803W406 JOHN HANCOCK III DIS
544006505 LORD ABBETT DEVELOPI
55273E848 MFS INTERNATIONAL GR	AT COST	11,620	31,654
55273E822 MFS INTERNATIONAL VA	AT COST	30,278	43,993
H1467J104 CHUBB LTD	AT COST	24,318	31,266
G5494J103 LINDE PLC	AT COST	9,690	23,198
G29183103 EATON CORP PLC	AT COST	13,274	13,710
G8994E103 TRANE TECHNOLOGIES P	AT COST	18,177	21,765
46434G822 ISHARES MSCI JAPAN E

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Description	Amount
COST BASIS ADJUSTMENT	639

- TIN:

TY 2024 OtherExpensesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ATTORNEY GENERAL FILING FEE	250	0		250

- TIN:

TY 2024 TaxesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	645	0
FEDERAL ESTIMATES - PRINCIPAL	1,457	0
FOREIGN TAXES ON QUALIFIED FOR	97	97
FOREIGN TAXES ON NONQUALIFIED	68	68