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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ALLENE REUSS MEMORIAL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

13-7086745
B Telephone number (see instructions)

2129226636
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$17,016,889J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 384,879 384,879  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,053,228
b Gross sales price for all assets on line 6a 3,929,196
7 Capital gain net income (from Part IV, line 2)... 1,053,228
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,438,107 1,438,107  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,138 77,483   51,655
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,172 9,753   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
753 3   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,063 87,239 0 52,405
25 Contributions, gifts, grants paid....... 959,000 959,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,105,063 87,239 0 1,011,405
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 333,044
b Net investment income (if negative, enter -0-) 1,350,868
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 579,032 341,342 341,342
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,721,523 Click to see attachment
List of Attached Documents:
// Content
13,317,326 		16,675,547
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) 13,300,555 13,658,668 17,016,889
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........ 13,300,555 13,658,668
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)..... 13,300,555 13,658,668
30 Total liabilities and net assets/fund balances (see instructions). 13,300,555 13,658,668
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
13,300,555
2
Enter amount from Part I, line 27a .....................
2
333,044
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
25,964
4
Add lines 1, 2, and 3 ..........................
4
13,659,563
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
895
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,658,668
Form 990-PF (2025)
Form 990-PF (2025)
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 185. ALLSTATE CORP   2022-11-15 2025-01-10
b 120. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 49. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 205. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 210. E Q T CORP   2024-12-13 2025-01-10
103. HUBBELL INC COM   2024-08-27 2025-01-10
410. NEWMONT CORPORATION   2023-12-14 2025-01-10
168. PINDUODUO INC-ADR   2024-10-31 2025-01-10
28. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
75. BIO-TECHNE CORP   2024-02-21 2025-01-13
18. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
42. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
60000. BANK OF AMERICA CORP 3.366% 1/23/26   2022-06-02 2025-01-23
127. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
60000. MIZUHO FINANCIAL GRO 4.018% 3/05/28   2023-09-19 2025-01-30
99. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
62. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
49. CONSTELLATION ENERGY   2023-09-25 2025-02-21
69. GE VERNOVA LLC   2024-08-08 2025-03-10
47. APPLE INC   2024-07-23 2025-03-12
190. CME GROUP INC   2019-03-05 2025-03-12
160. CONOCOPHILLIPS   2024-03-20 2025-03-17
380. E Q T CORP   2024-03-20 2025-03-17
280. E Q T CORP   2024-12-13 2025-03-17
520. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
60000. ROYAL BANK OF CANADA 4.65% 1/27/26   2022-12-06 2025-03-20
262. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
130. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
60000. JOHN DEERE CAPITAL C 4.75% 1/20/28   2023-04-13 2025-04-10
490. US BANCORP DEL   2024-10-24 2025-04-10
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
6. HUBSPOT INC   2023-06-30 2025-04-14
320. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
150. SANOFI   2023-12-14 2025-04-15
370. SANOFI   2023-12-14 2025-04-16
520. INGERSOLL RAND INC   2024-02-21 2025-04-25
200. CHEWY INC - CLASS A   2023-09-25 2025-04-29
44. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
4562.044 BNYM FLTNG RT INC-Y   2018-03-13 2025-04-30
60000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26   2021-06-21 2025-05-02
100. DEXCOM INC   2025-01-15 2025-05-23
9. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
123. ALPHABET INC/CA-CL A   2023-07-31 2025-05-29
60000. SUMITOMO MITSUI FINL 2.632% 7/14/26   2020-05-06 2025-06-03
171. CONOCOPHILLIPS   2024-08-01 2025-06-04
75. CONOCOPHILLIPS   2024-03-20 2025-06-04
60000. COCA-COLA CO/THE 3.45% 3/25/30   2022-06-02 2025-06-16
140. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
88. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
187. ALPHABET INC/CA-CL A   2023-06-01 2025-06-24
550. GENERAL MOTORS CO   2024-03-20 2025-06-30
185. 3M CO   2024-07-23 2025-07-02
125. ALPHABET INC/CA-CL A   2023-04-14 2025-07-14
102. AMAZON COM INC   2024-03-20 2025-07-14
6. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
12. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
10. HUBSPOT INC   2023-06-30 2025-07-14
23. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
49. NVIDIA CORP   2024-02-21 2025-07-14
67. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
144. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
22. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
167. ZOETIS INC   2024-01-08 2025-07-21
.275 CHEVRON CORPORATION   2025-04-03 2025-07-28
260. METLIFE INC   2024-10-04 2025-07-30
340. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
500. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
57. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
160. BLOCK INC   2023-06-30 2025-08-06
60000. TORONTO-DOMINION BAN 5.532% 7/17/26   2023-08-17 2025-08-06
25. GE VERNOVA LLC   2024-08-08 2025-08-11
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
466. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
112. DANAHER CORP   2023-07-31 2025-08-27
53. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
68. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
190. DOMINION ENERGY INC   2024-04-09 2025-09-04
30. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
25. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
73. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
32. GE VERNOVA LLC   2024-08-08 2025-09-09
60000. PNC FINANCIAL SERVICES GROUP I   2020-01-09 2025-09-12
560. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
65000. META PLATFORMS INC 3.5% 8/15/27   2023-04-11 2025-09-18
60000. COMCAST CORP 3.15% 2/15/28   2019-06-27 2025-09-26
280. DEXCOM INC   2025-01-15 2025-09-26
190. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
20. DANAHER CORP   2025-03-17 2025-10-08
157. DANAHER CORP   2023-07-31 2025-10-08
860. AT&T INC   2022-10-27 2025-10-21
2. MICROSOFT CORPORATION   2024-02-21 2025-10-22
21. MONGODB INC   2024-11-26 2025-10-22
660. AT&T INC   2022-10-27 2025-10-23
918. KENVUE INC   2024-03-20 2025-10-24
652. KENVUE INC   2024-03-20 2025-10-27
80. COMERICA INC   2025-07-31 2025-10-30
114. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
60000. CREDIT SUISSE NEW YO 5.0% 7/09/27   2024-03-19 2025-11-05
7480.315 BNY MELLON EMERGING MKTS FD CL M SHS   2012-06-08 2025-11-11
205. ISHARES RUSSELL 2000 INDEX FD   2024-03-04 2025-11-11
10000. ABBVIE INC 4.875% 3/15/30   2025-05-02 2025-11-12
5000. ANHEUSER-BUSCH INBEV 4.75% 1/23/29   2024-07-19 2025-11-12
5000. BANCO SANTANDER SA 6.527% 11/07/27   2024-03-21 2025-11-12
10000. BANK OF AMERICA CORP   2025-01-22 2025-11-12
10000. BANK OF MONTREAL 5.203% 2/01/28   2023-01-10 2025-11-12
10000. BANK OF NOVA SCOTIA 4.85% 2/01/30   2024-08-08 2025-11-12
10000. B P CAP MARKETS AMER 4.234% 11/06/28   2021-03-31 2025-11-12
10000. CANADIAN IMPERIAL BA 3.45% 4/07/27   2022-08-19 2025-11-12
10000. CISCO SYSTEMS INC 5.05% 2/26/34   2024-03-15 2025-11-12
5000. CITIBANK NA 5.57% 4/30/34   2024-07-19 2025-11-12
10000. COMCAST CORP 5.3% 6/01/34   2025-10-07 2025-11-12
10000. COOPERAT RABOBANK UA 4.494% 10/17/29   2024-11-12 2025-11-12
10000. JOHN DEERE CAPITAL C 5.15% 9/08/33   2025-04-10 2025-11-12
10000. DEUTSCHE BANK NY 5.414% 5/10/29   2024-07-30 2025-11-12
10000. WALT DISNEY COMPANY/ 2.65% 1/13/31   2024-02-14 2025-11-12
5000. GLAXOSMITHKLINE CAP 3.875% 5/15/28   2020-12-14 2025-11-12
10000. GOLDMAN SACHS BANK U 5.283% 3/18/27   2024-04-03 2025-11-12
10000. HSBC HOLDINGS PLC 5.887% 8/14/27   2023-11-28 2025-11-12
10000. HOME DEPOT INC 2.7% 4/15/30   2021-06-02 2025-11-12
10000. JPMORGAN CHASE & CO   2023-07-20 2025-11-12
5000. K L A CORP 4.65% 7/15/32   2022-08-16 2025-11-12
10000. LAM RESEARCH CORP 4.0% 3/15/29   2021-03-23 2025-11-12
10000. MITSUBISHI UFJ FIN G 5.258% 4/17/30   2024-04-15 2025-11-12
10000. MIZUHO FINANCIAL GROUP INC   2025-01-30 2025-11-12
10000. MORGAN STANLEY 5.123% 2/01/29   2023-02-08 2025-11-12
10000. NORTHERN TRUST CORP 6.125% 11/02/32   2023-09-13 2025-11-12
5000. PNC FINANCIAL SERVIC 5.401% 7/23/35   2025-09-12 2025-11-12
5000. PFIZER INVESTMENT EN 4.75% 5/19/33   2023-12-14 2025-11-12
10000. RIO TINTO FIN USA PL 5.25% 3/14/35   2025-06-16 2025-11-12
10000. ROYAL BANK OF CANADA 4.65% 10/18/30   2025-03-20 2025-11-12
5000. SHELL FINANCE US INC 2.75% 4/06/30   2021-12-20 2025-11-12
10000. STATE STREET CORP 4.675% 10/22/32   2024-10-31 2025-11-12
10000. SUMITOMO MITSUI FINL 5.71% 1/13/30   2025-06-03 2025-11-12
5000. TARGET CORP 4.5% 9/15/32   2023-05-10 2025-11-12
10000. TORONTO-DOMINION BAN 4.783% 12/17/29   2025-08-06 2025-11-12
10000. TOYOTA MOTOR CREDIT 5.05% 5/16/29   2025-09-18 2025-11-12
10000. US BANCORP 4.967% 7/22/33   2024-09-17 2025-11-12
10000. UNITEDHEALTH GROUP I 4.9% 4/15/31   2024-05-08 2025-11-12
10000. WESTPAC BANKING CORP   2023-02-01 2025-11-12
150. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-12-10 2025-11-19
34. CUMMINS ENGINE INC   2025-09-18 2025-11-19
14. IDEXX LABS INC   2025-07-21 2025-11-19
80. NEWMONT CORPORATION   2025-02-06 2025-11-19
82. ATLASSIAN CORP   2025-04-25 2025-11-21
121. BIONTECH SE-ADR   2025-04-14 2025-11-21
53. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
134. CHEVRON CORPORATION   2025-04-03 2025-11-21
230. CITIGROUP INC   2025-07-31 2025-11-21
78. MONGODB INC   2024-11-26 2025-11-21
190. NEWMONT CORPORATION   2025-02-06 2025-11-21
134. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
20. BLOCK INC   2025-10-22 2025-11-21
270. BLOCK INC   2023-06-30 2025-11-21
69. BIONTECH SE-ADR   2025-04-14 2025-11-24
35. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
62. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
21. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
85. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
405. ISHARES RUSSELL 2000 INDEX FD   2024-03-04 2025-12-18
26. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
.162 B N Y MLN ENHNC DVD AND IN ETF   2019-02-12 2025-12-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 33,135   24,408 8,727
b 20,534   24,012 -3,478
c 8,385   6,674 1,711
d 15,053   14,609 444
e 10,315   9,550 765
43,411   42,199 1,212
16,001   16,933 -932
15,949   20,292 -4,343
14,113   15,308 -1,195
5,653   5,345 308
9,287   9,841 -554
21,671   22,033 -362
60,000   59,054 946
31,372   35,500 -4,128
58,646   56,021 2,625
22,408   23,176 -768
14,033   16,448 -2,415
13,940   5,465 8,475
18,675   12,138 6,537
10,183   10,548 -365
48,518   40,647 7,871
15,963   19,457 -3,494
19,512   12,818 6,694
14,377   12,733 1,644
38,153   25,641 12,512
59,950   59,434 516
19,388   30,005 -10,617
18,570   21,247 -2,677
60,481   61,752 -1,271
18,230   23,721 -5,491
2,649   1,802 847
3,228   3,191 37
13,238   20,580 -7,342
7,604   7,289 315
18,887   17,812 1,075
38,958   46,043 -7,085
7,420   3,642 3,778
11,886   21,601 -9,715
50,000   55,109 -5,109
59,359   65,806 -6,447
8,425   8,111 314
1,545   1,464 81
21,112   18,006 3,106
58,795   63,497 -4,702
14,740   18,542 -3,802
6,465   9,121 -2,656
57,692   59,157 -1,465
24,029   9,228 14,801
15,159   5,800 9,359
31,325   24,361 6,964
27,005   23,194 3,811
28,494   19,283 9,211
22,649   14,628 8,021
22,994   17,970 5,024
2,863   2,163 700
2,202   791 1,411
5,421   5,319 102
11,945   9,809 2,136
8,077   3,294 4,783
7,116   6,987 129
15,293   9,414 5,879
11,384   9,277 2,107
24,658   30,189 -5,531
43   40 3
19,417   21,849 -2,432
7,696   13,564 -5,868
11,022   16,251 -5,229
9,954   3,757 6,197
12,170   10,579 1,591
60,701   59,782 919
16,269   4,398 11,871
965   738 227
48,351   30,466 17,885
22,935   25,842 -2,907
7,191   18,768 -11,577
9,013   24,080 -15,067
11,125   9,399 1,726
7,343   5,805 1,538
6,034   4,838 1,196
17,421   14,126 3,295
19,330   5,629 13,701
58,932   66,444 -7,512
25,575   27,424 -1,849
64,799   62,974 1,825
59,112   64,366 -5,254
18,767   22,710 -3,943
29,357   19,330 10,027
4,098   4,266 -168
32,172   35,005 -2,833
22,315   15,718 6,597
1,045   798 247
6,738   7,072 -334
16,209   11,840 4,369
13,740   18,681 -4,941
9,766   13,233 -3,467
6,204   5,442 762
17,116   19,287 -2,171
61,255   59,501 1,754
95,000   66,724 28,276
50,078   42,390 7,688
10,300   10,154 146
5,107   5,010 97
5,113   5,135 -22
10,033   9,890 143
10,248   10,093 155
10,233   10,075 158
10,058   11,371 -1,313
9,937   9,699 238
10,326   10,047 279
5,306   5,141 165
10,275   10,395 -120
10,187   9,840 347
10,467   9,967 500
10,397   10,146 251
9,331   8,697 634
4,995   5,928 -933
10,034   9,991 43
10,119   9,964 155
9,448   10,565 -1,117
10,225   9,758 467
5,082   5,262 -180
10,004   11,370 -1,366
10,334   9,864 470
10,404   10,260 144
10,205   10,157 48
10,950   10,114 836
5,181   5,205 -24
5,070   5,043 27
10,313   9,980 333
10,129   9,933 196
4,734   5,262 -528
10,167   9,832 335
10,548   10,413 135
5,036   5,004 32
10,226   10,182 44
10,329   10,359 -30
10,048   10,006 42
10,265   9,872 393
10,308   10,429 -121
11,372   10,564 808
1,516   794 722
16,101   14,710 1,391
9,601   7,287 2,314
7,100   3,592 3,508
11,552   18,885 -7,333
11,674   12,309 -635
16,458   21,916 -5,458
20,095   19,636 459
22,338   21,839 499
24,755   26,268 -1,513
15,596   8,532 7,064
19,366   15,222 4,144
1,205   1,525 -320
16,265   17,851 -1,586
6,626   7,019 -393
9,071   7,253 1,818
16,030   12,848 3,182
5,421   4,435 986
21,832   17,141 4,691
101,113   83,746 17,367
6,568   5,166 1,402
4   6 -2
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
      928,284
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       8,727
b       -3,478
c       1,711
d       444
e       765
      1,212
      -932
      -4,343
      -1,195
      308
      -554
      -362
      946
      -4,128
      2,625
      -768
      -2,415
      8,475
      6,537
      -365
      7,871
      -3,494
      6,694
      1,644
      12,512
      516
      -10,617
      -2,677
      -1,271
      -5,491
      847
      37
      -7,342
      315
      1,075
      -7,085
      3,778
      -9,715
      -5,109
      -6,447
      314
      81
      3,106
      -4,702
      -3,802
      -2,656
      -1,465
      14,801
      9,359
      6,964
      3,811
      9,211
      8,021
      5,024
      700
      1,411
      102
      2,136
      4,783
      129
      5,879
      2,107
      -5,531
      3
      -2,432
      -5,868
      -5,229
      6,197
      1,591
      919
      11,871
      227
      17,885
      -2,907
      -11,577
      -15,067
      1,726
      1,538
      1,196
      3,295
      13,701
      -7,512
      -1,849
      1,825
      -5,254
      -3,943
      10,027
      -168
      -2,833
      6,597
      247
      -334
      4,369
      -4,941
      -3,467
      762
      -2,171
      1,754
      28,276
      7,688
      146
      97
      -22
      143
      155
      158
      -1,313
      238
      279
      165
      -120
      347
      500
      251
      634
      -933
      43
      155
      -1,117
      467
      -180
      -1,366
      470
      144
      48
      836
      -24
      27
      333
      196
      -528
      335
      135
      32
      44
      -30
      42
      393
      -121
      808
      722
      1,391
      2,314
      3,508
      -7,333
      -635
      -5,458
      459
      499
      -1,513
      7,064
      4,144
      -320
      -1,586
      -393
      1,818
      3,182
      986
      4,691
      17,367
      1,402
      -2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,053,228
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 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 18,777
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 18,777
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 18,777
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,324
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 3,324
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 15,453
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 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-6636

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
RICHARD H PERSHAN ESQ CO-TRUSTEE
1 		20,236    
1290 AVENUE OF THE AMERICAS
NEW YORK,NY10104
BNY MELLON N A TRUSTEE
1 		108,902    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
16,126,857
b
Average of monthly cash balances.......................
1b
486,564
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
16,613,421
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
16,613,421
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
249,201
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,364,220
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
818,211
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
818,211
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,777
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,777
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
799,434
4
Recoveries of amounts treated as qualifying distributions................
4
25,000
5
Add lines 3 and 4............................
5
824,434
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
824,434
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, line 26, column (d) ..........
1a
1,011,405
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
1,011,405
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 824,434
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 72,733
f Total of lines 3a through e ........ 72,733
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,011,405
a Applied to 2024, 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 2025 distributable amount..... 824,434
e Remaining amount distributed out of corpus 186,971
5 Excess distributions carryover applied to 2025. 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 5 259,704
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		259,704
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 72,733
e Excess from 2025 .... 186,971
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

FIDELCO GUIDE DOG FOUNDATION INC

103 VISION WAY
BLOOMFIELD,CT06002 		NONE   GENERAL OPERATING 15,000

BROOKLYN MUSEUM

200 EASTERN PARKWAY
BROOKLYN,NY11238 		NONE   GENERAL OPERATING 15,000

KINGS BAY YM-YWHA

3495 NOSTRAND AVE
BROOKLYN,NY11229 		NONE   GENERAL OPERATING 100,000

METROPOLITAN MUSEUM OF ART

1000 5TH AVENUE
NEW YORK,NY100280198 		NONE   GENERAL OPERATING 40,000

MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019 		NONE   GENERAL OPERATING 15,000

NORTHSIDE CENTER

1475 PARK AVE
NEW YORK,NY10029 		NONE   GENERAL OPERATING 50,000

OPTOMETRIC CENTER OF NEW YORK

33 W 42ND ST
NEW YORK,NY10036 		NONE   GENERAL OPERATING 50,000

CANCER CARE INC

275 SEVENTH AVE 22ND FL
NEW YORK,NY100016708 		NONE   GENERAL OPERATING 30,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		NONE   GENERAL OPERATING 30,000

NEW YORK COMMUNITY TRUST

909 3RD AVE FL 22
NEW YORK,NY10022 		NONE   GENERAL OPERATING 10,000

EYE CANCER FOUNDATION

115 E 61 ST STE 5B
NEW YORK,NY100658183 		NONE   GENERAL OPERATING 25,000

VIA VISUALLY IMPAIRED ADVANCEMENT

1170 MAIN STREET
BUFFALO,NY14209 		NONE   GENERAL OPERATING 65,000

THE CITY ACCESS

1207 CASTLETON AVE STE 2
STATEN ISLAND,NY10310 		NONE   GENERAL OPERATING 25,000

FREEDOM GUIDE DOGS FOR THE BLIND

1210 HARDSCRABBLE RD
CASSVILLE,NY10514 		NONE   GENERAL OPERATING 50,000

ISRAEL GUIDE DOG CENTER FOR THEBLIND

968 EASTON ROAD SUITE H
WARRINGTON,PA18976 		NONE   GENERAL OPERATING 64,000

EVERSIGHT

4889 VENTURE DR
ANN ARBOR,MI48108 		NONE   GENERAL OPERATING 40,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST
NEW YORK,NY10023 		NONE   GENERAL OPERATING 40,000

AMERICAN PRINTINGHOUSE FOR THE BLIND

1839 FRANFORT AVENUE
LOUISVILLE,KY40206 		NONE   GENERAL OPERATING 25,000

BENETECH

3790 EL CAMINO REAL
PALO ALTO,CA94306 		NONE   GENERAL OPERATING 50,000

FMDG MUSIC SCHOOL

2130 BROADWAY 1904
NEW YORK,NY10023 		NONE   GENERAL OPERATING 75,000

VISIONS

24 MCKINLEY AVENUE
ENDICOTT,NY13760 		NONE   GENERAL OPERATING 100,000

THE NEW YORK FOUNDLING

111 LIVINGSTON ST
BROOKLYN,NY11201 		NONE   GENERAL OPERATING 45,000
Total ................................. 3a 959,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 384,879  
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 1,053,228  
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) ..   1,438,107  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,438,107
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsOtherSchedule2
Name:
ALLENE REUSS MEMORIAL TRUST
EIN:
13-7086745
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M855 BNY MELLON EMERGING AT COST 132,664 186,949
023135106 AMAZON COM INC AT COST 91,879 226,434
02079K305 ALPHABET INC/CA-CL A AT COST 53,457 290,777
929089100 VOYA FINANCIAL INC AT COST 27,675 37,245
05569M871 BNY MELLON INTERNATI AT COST 361,253 652,743
46625H100 J P MORGAN CHASE & C AT COST 32,134 93,444
594918104 MICROSOFT CORPORATIO AT COST 121,270 334,665
037833100 APPLE INC AT COST 105,974 271,860
05569M509 BNY MELLON M/C MULTI AT COST 718,953 135,521
05569M301 BNY MELLON INCOME ST      
060505104 BANK OF AMERICA CORP AT COST 52,546 76,450
91324P102 UNITED HEALTH GROUP AT COST 22,266 35,322
05588E850 BNY MELLON HIGH YIEL AT COST 74,032 65,377
05588F709 BNY MELLON DEVELOPED AT COST 131,852 152,633
12572Q105 CME GROUP INC AT COST 19,520 30,039
05589K400 BNYM FLTNG RT INC-Y AT COST 82,886 76,675
026874784 AMERICAN INTERNATION AT COST 10,327 22,243
20030NCA7 COMCAST CORP      
05587N703 BNY MELLON DYNAMIC V AT COST 590,000 718,045
05587K857 BNYM INTL STCK-Y AT COST 468,840 673,253
922042858 VANGUARD FTSE EMERGI AT COST 684,018 757,478
693475AW5 PNC FINANCIAL SERVIC      
86562MAF7 SUMITOMO MITSUI FINL      
464287655 ISHARES RUSSELL 2000 AT COST 601,104 843,590
464287689 ISHARES RUSSELL 3000 AT COST 853,195 1,797,305
G8994E103 TRANE TECHNOLOGIES P AT COST 2,083 34,639
377372AN7 GLAXOSMITHKLINE CAP AT COST 59,281 50,040
110122CN6 BRISTOL-MYERS SQUIBB      
512807AU2 LAM RESEARCH CORP AT COST 56,848 50,014
437076CB6 HOME DEPOT INC 2.7% AT COST 57,228 52,005
31618H283 FIDELITY ADV INTL SM AT COST 502,428 576,764
10373QAE0 B P CAP MARKETS AMER AT COST 56,081 50,321
780082AD5 ROYAL BANK OF CANADA      
13607HR61 CANADIAN IMPERIAL BA AT COST 48,495 49,746
191216CT5 COCA-COLA CO/THE      
05587N794 BNYM GLBL RL RTRN -Y AT COST 232,000 238,173
06051GGZ6 BANK OF AMERICA CORP      
482480AL4 K L A CORP AT COST 52,622 50,729
74925K581 BOSTON P LNG/SHRT RE AT COST 244,000 212,780
517834107 LAS VEGAS SANDS CORP AT COST 24,629 45,563
020002101 ALLSTATE CORP COM      
00206R102 AT&T INC AT COST 14,984 22,356
64128R608 NEUBERGER BERMAN LON AT COST 244,000 289,372
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 18,251 34,437
04621X108 ASSURANT INC AT COST 47,496 53,710
06368LGV2 BANK OF MONTREAL AT COST 50,466 51,267
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 74,481 107,567
16679L109 CHEWY INC - CLASS A AT COST 16,162 29,415
17275R102 CISCO SYSTEMS INC AT COST 56,502 83,192
21037T109 CONSTELLATION ENERGY AT COST 15,280 48,398
22160N109 COSTAR GROUP INC AT COST 34,757 28,241
235851102 DANAHER CORP COMMON      
24422EWR6 JOHN DEERE CAPITAL C      
25746U109 DOMINION ENERGY INC AT COST 31,152 37,498
30303M8G0 META PLATFORMS INC      
35671D857 FREEPORT-MCMORAN INC AT COST 42,400 47,743
404280DZ9 HSBC HOLDINGS PLC AT COST 49,819 50,526
443573100 HUBSPOT INC AT COST 33,509 25,282
452327109 ILLUMINA INC AT COST 33,060 28,593
46120E602 INTUITIVE SURGICAL I AT COST 17,206 26,053
46647PDH6 JPMORGAN CHASE & CO AT COST 48,789 50,936
56585A102 MARATHON PETROLEUM C AT COST 19,206 20,979
60687YAR0 MIZUHO FINANCIAL GRO      
61747YFA8 MORGAN STANLEY AT COST 50,785 51,042
64110L106 NETFLIX COM INC AT COST 19,219 36,566
651639106 NEWMONT CORPORATION AT COST 15,268 33,949
665859AX2 NORTHERN TRUST CORP AT COST 45,512 49,071
67066G104 NVIDIA CORP AT COST 70,843 449,652
716973AE2 PFIZER INVESTMENT EN AT COST 50,430 50,530
759916109 REPLIGEN CORP AT COST 27,251 28,512
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
87612EBP0 TARGET CORP AT COST 50,039 50,494
89115A2S0 TORONTO-DOMINION BAN      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 31,381 36,919
961214FK4 WESTPAC BANKING CORP AT COST 52,146 51,540
G25508105 CRH PLC AT COST 20,712 44,928
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 40,862 47,427
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 50,098 51,008
05964HAX3 BANCO SANTANDER SA 6 AT COST 51,351 51,036
06417XAP6 BANK OF NOVA SCOTIA AT COST 50,373 51,170
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 23,850 23,734
17275RBT8 CISCO SYSTEMS INC AT COST 50,233 51,453
17325FBG2 CITIBANK NA AT COST 51,415 52,886
20825C104 CONOCOPHILLIPS      
21688ABH4 COOPERAT RABOBANK UA AT COST 49,201 50,880
22550L2K6 CREDIT SUISSE NEW YO      
251526CW7 DEUTSCHE BANK NY AT COST 50,730 51,981
25278X109 DIAMONDBACK ENERGY I AT COST 28,631 30,216
254687106 WALT DISNEY CO/THE AT COST 50,808 51,083
254687FX9 WALT DISNEY COMPANY/ AT COST 47,832 51,446
26884L109 E Q T CORP AT COST 25,948 41,272
320517105 FIRST HORIZON NATL C AT COST 18,887 29,875
36828A101 GE VERNOVA LLC AT COST 6,499 24,182
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 44,544 54,006
38141G104 GOLDMAN SACHS GROUP AT COST 41,019 87,021
38151LAF7 GOLDMAN SACHS BANK U AT COST 49,953 50,125
443201108 HOWMET AEROSPACE INC AT COST 19,972 62,121
443510607 HUBBELL INC COM AT COST 61,720 72,390
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 29,025 24,422
464287200 ISHARES CORE S&P 500 AT COST 547,908 698,639
464287507 ISHARES CORE S&P MID AT COST 1,204,158 1,247,400
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 46,599 63,118
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
606822DE1 MITSUBISHI UFJ FIN G AT COST 49,321 51,521
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 40,815 34,723
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 28,609 23,485
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
822905AB1 SHELL FINANCE US INC AT COST 57,877 52,153
857477CR2 STATE STREET CORP AT COST 49,162 50,947
88579Y101 3M CO      
902973304 US BANCORP DEL      
91159HJG6 US BANCORP AT COST 50,032 50,376
91324PFA5 UNITEDHEALTH GROUP I AT COST 49,360 51,339
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 29,252 32,112
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 67,402 75,887
H01301128 ALCON INC AT COST 39,446 34,676
V7780T103 ROYAL CARIBBEAN CRUI      
00287YDZ9 ABBVIE INC AT COST 50,771 51,517
05464C101 AXON ENTERPRISE INC AT COST 31,068 30,100
05613H308 B N Y MLN ENHNC DVD AT COST 449,995 363,831
06051GKP3 BANK OF AMERICA CORP AT COST 49,451 50,200
08265T208 BENTLEY SYSTEMS INC AT COST 26,399 21,754
11135F101 BROADCOM INC AT COST 87,859 116,636
126408103 C S X CORP AT COST 30,278 34,438
14040H105 CAPITAL ONE FINANCIA AT COST 25,604 34,657
147528103 CASEYS GENERAL STORE AT COST 26,882 26,530
20030NEJ6 COMCAST CORP AT COST 51,977 51,529
200340107 COMERICA INC AT COST 25,099 32,164
231021106 CUMMINS ENGINE INC AT COST 20,509 24,502
24422EXE4 JOHN DEERE CAPITAL C AT COST 49,833 52,411
247361702 DELTA AIR LINES INC AT COST 22,912 26,372
25659T107 DOLBY LABORATORIES I AT COST 31,436 25,688
260003108 DOVER CORPORATION AT COST 31,149 34,753
291011104 EMERSON ELECTRIC COM AT COST 35,125 34,640
30231G102 EXXON MOBIL CORP AT COST 58,754 61,734
30303M102 META PLATFORMS INC AT COST 106,316 100,334
345370860 FORD MOTOR CO DEL AT COST 21,721 26,240
444859102 HUMANA INC AT COST 50,592 48,409
45168D104 IDEXX LABS INC AT COST 17,697 23,002
46432F842 ISHARES CORE MSCI EA AT COST 172,543 183,393
478160104 JOHNSON & JOHNSON AT COST 78,249 98,922
518439104 ESTEE LAUDER COMPANI AT COST 49,982 56,549
57636Q104 MASTERCARD INC AT COST 30,499 31,398
60687YCZ0 MIZUHO FINANCIAL GRO AT COST 51,299 51,997
639057AK4 NATWEST GROUP PLC AT COST 52,092 52,083
680223104 OLD REPUBLIC INTERNA AT COST 35,341 35,599
693475BZ7 PNC FINANCIAL SERVIC AT COST 52,053 51,718
717081103 PFIZER INC AT COST 28,941 27,390
76720AAU0 RIO TINTO FIN USA PL AT COST 49,898 51,522
78017FZT3 ROYAL BANK OF CANADA AT COST 49,665 50,697
808513105 SCHWAB CHARLES CORP AT COST 17,712 23,978
81762P102 SERVICENOW INC AT COST 46,103 35,234
82509L107 SHOPIFY INC-A W/I AT COST 15,872 24,789
86562MCW8 SUMITOMO MITSUI FINL AT COST 46,857 47,404
871607107 SYNOPSYS INC AT COST 49,168 55,897
882508104 TEXAS INSTRUMENTS IN AT COST 25,134 24,289
883556102 THERMO FISHER SCIENT AT COST 76,110 84,600
89115A3C4 TORONTO-DOMINION BAN AT COST 50,911 51,174
89236TMF9 TOYOTA MOTOR CREDIT AT COST 51,797 51,576
L8681T102 SPOTIFY TECHNOLOGY S AT COST 30,135 30,197

TY 2025 OtherDecreasesSchedule
Name:
ALLENE REUSS MEMORIAL TRUST
EIN:
13-7086745
Description Amount
CY PURCHASE OF ACCRUED INTEREST 484
COST BASIS ADJ 411


TY 2025 OtherExpensesSchedule
Name:
ALLENE REUSS MEMORIAL TRUST
EIN:
13-7086745
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 750 0   750
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
ALLENE REUSS MEMORIAL TRUST
EIN:
13-7086745
Description Amount
MUTUAL FUND TIMING ADJ 171
PY PURCHASE OF ACCRUED INTEREST 793
RECOVERY OF GRANTS PAID 25,000


TY 2025 TaxesSchedule
Name:
ALLENE REUSS MEMORIAL TRUST
EIN:
13-7086745
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,901 6,901   0
FEDERAL TAX PAYMENT - PRIOR YE 3,095 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,324 0   0
FOREIGN TAXES ON NONQUALIFIED 2,852 2,852   0