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
HAWKSGLEN FOUNDATION-TR
 
Number and street (or P.O. box number if mail is not delivered to street address) BNY MELLON NA - PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

25-6820594
B Telephone number (see instructions)

4122349684
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)$5,033,659J 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... 129,775 129,775  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 449,618
b Gross sales price for all assets on line 6a 1,005,761
7 Capital gain net income (from Part IV, line 2)... 449,618
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........ 579,393 579,393  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,258 29,555   19,703
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
4,096 2,677   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
1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,355 32,233 0 19,703
25 Contributions, gifts, grants paid....... 208,344 208,344
26 Total expenses and disbursements. Add lines 24 and 25 ................ 261,699 32,233 0 228,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 317,694
b Net investment income (if negative, enter -0-) 547,160
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............. 5,437 4,364 4,364
2 Savings and temporary cash investments......... 249,942 280,342 280,342
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).......... 3,828,073 Click to see attachment
List of Attached Documents:
// Content
4,126,827 		4,748,953
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) 4,083,452 4,411,533 5,033,659
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........ 4,083,452 4,411,533
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)..... 4,083,452 4,411,533
30 Total liabilities and net assets/fund balances (see instructions). 4,083,452 4,411,533
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
4,083,452
2
Enter amount from Part I, line 27a .....................
2
317,694
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
10,387
4
Add lines 1, 2, and 3 ..........................
4
4,411,533
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,411,533
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 60. ALLSTATE CORP   2023-12-07 2025-01-10
b 55. APPLIED MATERIALS INC   2020-03-26 2025-01-10
c 64. BIO-TECHNE CORP   2022-03-01 2025-01-10
d 70. E Q T CORP   2024-12-13 2025-01-10
e 31. HUBBELL INC COM   2024-08-27 2025-01-10
130. NEWMONT CORPORATION   2023-12-07 2025-01-10
54. PINDUODUO INC-ADR   2024-10-31 2025-01-10
10. ROPER TECHNOLOGIES INC   2023-02-23 2025-01-10
24. BIO-TECHNE CORP   2023-09-21 2025-01-13
19. ROPER TECHNOLOGIES INC   2022-09-20 2025-01-15
42. BECTON DICKINSON AND COMPANY   2019-08-20 2025-01-29
23. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
28. BECTON DICKINSON AND COMPANY   2020-03-30 2025-02-06
16. CONSTELLATION ENERGY   2020-10-16 2025-02-21
22. GE VERNOVA LLC   2024-08-08 2025-03-10
15. APPLE INC   2024-07-23 2025-03-12
62. CME GROUP INC   2021-11-15 2025-03-12
50. CONOCOPHILLIPS   2023-12-07 2025-03-17
90. E Q T CORP   2024-12-13 2025-03-17
120. E Q T CORP   2024-02-21 2025-03-17
140. UBER TECHNOLOGIES INC   2020-11-24 2025-03-17
72. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
40. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
150. US BANCORP DEL   2024-10-24 2025-04-10
3. HUBSPOT INC   2023-01-25 2025-04-14
100. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
50. SANOFI   2022-04-01 2025-04-15
30. SANOFI   2024-06-24 2025-04-16
90. SANOFI   2022-04-01 2025-04-16
167. INGERSOLL RAND INC   2019-06-21 2025-04-25
50. CHEWY INC - CLASS A   2022-04-07 2025-04-29
17. LULULEMON ATHLETICA INC   2022-01-12 2025-04-29
8033.966 BNYM GLBL DYN BND INC-Y   2018-09-05 2025-04-30
30. DEXCOM INC   2025-01-15 2025-05-23
43. ALPHABET INC-CL C   2023-01-27 2025-05-29
56. CONOCOPHILLIPS   2024-08-01 2025-06-04
26. CONOCOPHILLIPS   2023-12-07 2025-06-04
45. HOWMET AEROSPACE INC   2024-02-05 2025-06-16
28. HOWMET AEROSPACE INC   2024-02-05 2025-06-17
60. ALPHABET INC-CL C   2022-11-14 2025-06-24
180. GENERAL MOTORS CO   2020-02-12 2025-06-30
60. 3M CO   2024-07-23 2025-07-02
40. ALPHABET INC-CL C   2018-10-04 2025-07-14
35. AMAZON COM INC   2024-08-28 2025-07-14
3. HUBSPOT INC   2023-01-25 2025-07-14
7. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
23. NVIDIA CORP   2022-05-25 2025-07-14
18. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
50. JOHNSON CTLS INTL PLC   2024-03-28 2025-07-14
7. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
54. ZOETIS INC   2023-12-07 2025-07-21
80. METLIFE INC   2024-10-04 2025-07-30
110. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
160. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
20. HOWMET AEROSPACE INC   2021-03-10 2025-07-31
50. BLOCK INC   2021-11-12 2025-08-06
8. GE VERNOVA LLC   2024-08-08 2025-08-11
150. JOHNSON CTLS INTL PLC   2024-03-28 2025-08-15
36. DANAHER CORP   2021-04-21 2025-08-27
18. ALIGN TECHNOLOGY INC   2022-04-07 2025-09-03
23. ALIGN TECHNOLOGY INC   2022-10-27 2025-09-03
70. DOMINION ENERGY INC   2023-12-18 2025-09-04
11. RENAISSANCERE HLDGS LTD   2023-10-12 2025-09-04
9. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-05
26. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-08
10. GE VERNOVA LLC   2024-08-08 2025-09-09
170. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
90. DEXCOM INC   2025-01-15 2025-09-26
61. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
57. DANAHER CORP   2020-10-26 2025-10-08
300. AT&T INC   2024-01-05 2025-10-21
7. MONGODB INC   2024-11-26 2025-10-22
210. AT&T INC   2023-10-24 2025-10-23
298. KENVUE INC   2023-06-30 2025-10-24
212. KENVUE INC   2023-06-30 2025-10-27
20. COMERICA INC   2025-07-31 2025-10-30
37. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
50. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
10. AMERICAN INTERNATIONAL GROUP   2023-06-15 2025-11-19
10. CUMMINS ENGINE INC   2025-09-18 2025-11-19
4. IDEXX LABS INC   2025-07-21 2025-11-19
30. NEWMONT CORPORATION   2025-02-06 2025-11-19
26. ATLASSIAN CORP   2025-04-25 2025-11-21
38. BIONTECH SE-ADR   2025-04-14 2025-11-21
17. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
41. CHEVRON CORPORATION   2025-04-03 2025-11-21
70. CITIGROUP INC   2025-07-31 2025-11-21
25. MONGODB INC   2024-11-26 2025-11-21
60. NEWMONT CORPORATION   2025-02-06 2025-11-21
41. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
94. BLOCK INC   2019-11-19 2025-11-21
22. BIONTECH SE-ADR   2025-04-14 2025-11-24
11. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
20. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
7. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
28. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
8. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
CAPITAL GAIN DIVIDENDS P    
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(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 10,747   8,347 2,400
b 9,411   3,111 6,300
c 4,700   5,458 -758
d 3,438   3,183 255
e 13,065   12,711 354
5,074   5,143 -69
5,127   6,522 -1,395
5,041   4,305 736
1,809   1,681 128
9,803   7,629 2,174
10,375   10,714 -339
5,206   5,384 -178
6,338   6,428 -90
4,552   560 3,992
5,954   3,870 2,084
3,250   3,365 -115
15,832   12,733 3,099
4,988   5,616 -628
4,621   4,093 528
6,162   4,514 1,648
10,272   5,666 4,606
5,328   8,246 -2,918
5,714   6,538 -824
5,581   7,262 -1,681
1,614   1,052 562
4,137   6,431 -2,294
2,535   2,623 -88
1,531   1,472 59
4,594   3,797 797
12,511   5,923 6,588
1,855   2,175 -320
4,592   6,265 -1,673
85,722   97,200 -11,478
2,527   2,433 94
7,435   4,440 2,995
4,827   6,072 -1,245
2,241   2,900 -659
7,724   2,607 5,117
4,823   1,622 3,201
10,114   5,807 4,307
8,838   5,835 3,003
9,241   6,254 2,987
7,294   2,991 4,303
7,890   5,987 1,903
1,626   1,052 574
3,635   2,985 650
3,791   383 3,408
1,912   1,877 35
5,310   3,259 2,051
3,622   2,933 689
7,973   10,134 -2,161
5,974   6,723 -749
2,490   4,388 -1,898
3,527   5,221 -1,694
3,493   808 2,685
3,803   7,458 -3,655
5,206   1,407 3,799
15,564   9,778 5,786
7,372   8,813 -1,441
2,442   6,130 -3,688
3,048   4,385 -1,337
4,099   3,384 715
2,692   2,375 317
2,172   1,916 256
6,205   5,424 781
6,041   1,759 4,282
7,764   8,325 -561
6,032   7,299 -1,267
9,425   6,211 3,214
11,680   11,864 -184
7,784   5,246 2,538
2,246   2,357 -111
5,158   3,264 1,894
4,460   7,889 -3,429
3,176   4,964 -1,788
1,551   1,360 191
5,555   6,260 -705
3,791   3,521 270
758   567 191
4,736   4,337 399
2,743   2,082 661
2,663   1,347 1,316
3,663   5,989 -2,326
3,666   3,866 -200
5,279   7,030 -1,751
6,148   6,008 140
6,798   6,647 151
7,934   8,419 -485
4,925   2,694 2,231
5,925   4,637 1,288
5,662   7,026 -1,364
2,113   2,238 -125
2,851   2,280 571
5,171   4,145 1,026
1,807   1,478 329
7,192   5,646 1,546
2,021   1,590 431
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
      398,654
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       2,400
b       6,300
c       -758
d       255
e       354
      -69
      -1,395
      736
      128
      2,174
      -339
      -178
      -90
      3,992
      2,084
      -115
      3,099
      -628
      528
      1,648
      4,606
      -2,918
      -824
      -1,681
      562
      -2,294
      -88
      59
      797
      6,588
      -320
      -1,673
      -11,478
      94
      2,995
      -1,245
      -659
      5,117
      3,201
      4,307
      3,003
      2,987
      4,303
      1,903
      574
      650
      3,408
      35
      2,051
      689
      -2,161
      -749
      -1,898
      -1,694
      2,685
      -3,655
      3,799
      5,786
      -1,441
      -3,688
      -1,337
      715
      317
      256
      781
      4,282
      -561
      -1,267
      3,214
      -184
      2,538
      -111
      1,894
      -3,429
      -1,788
      191
      -705
      270
      191
      399
      661
      1,316
      -2,326
      -200
      -1,751
      140
      151
      -485
      2,231
      1,288
      -1,364
      -125
      571
      1,026
      329
      1,546
      431
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 449,618
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 7,606
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 7,606
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 7,606
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,684
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 2,684
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 4,922
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)
PA
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 address  
14
The books are in care ofBNY MELLON NA Telephone no. (412) 234-9684

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
REBECCA B HUMPHREY CO-TRUSTEE
5 		15,000    
PO BOX 909
GREENSBURG,PA15601
BNY MELLON N A TRUSTEE
1 		34,258    
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
4,611,624
b
Average of monthly cash balances.......................
1b
333,479
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,945,103
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
4,945,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,177
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,870,926
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
243,546
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
243,546
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,606
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,606
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
235,940
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
245,940
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
245,940
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
228,047
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
228,047
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 7 245,940
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 208,344
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...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 228,047
a Applied to 2024, but not more than line 2a 208,344
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..... 19,703
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		226,237
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 ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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 e-mail address of the person to whom applications should be addressed:
RICHARD COLEMAN CO BNY MELLON
ONE MELLON CENTER 151-3711
PITTSBURGH,PA15258
(412) 234-8338
bThe form in which applications should be submitted and information and materials they should include:
LETTER DESCRIBING ORGANIZATION AND SPECIFICS OF NEED
cAny submission deadlines:
NOT APPLICABLE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT APPLICABLE
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

WESTMORELAND SYMPHONY ORCHESTRA

951 OLD SALEM ROAD
GREENSBURG,PA156011386 		NONE   GENERAL OPERATING 8,000

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DRIVE
PITTSBURGH,PA152220000 		NONE   GENERAL OPERATING 3,500

HANNA'S TOWN

809 FORBES TRIAL ROAD
GREENSBURG,PA15601 		NONE   GENERAL OPERATING 5,000

MAGEE-WOMENS RESEARCH INSTITUTE AND FDN

3240 CRAFT PL STE 100
PITTSBURGH,PA152134572 		NONE   GENERAL OPERATING 10,000

WESTMORELAND COUNTY PARKS & RECREATION

194 DONOHOE RD
GREENSBURG,PA156016986 		NONE   GENERAL OPERATING 4,000

WESTMORELAND MUSEUM OF AMERICAN ART

221 N MAIN ST
GREENSBURG,PA15601 		NONE   GENERAL OPERATING 3,000

WQED

4802 FIFTH AVE
PITTSBURGH,PA15213 		NONE   GENERAL OPERATING 4,000

WESTOVER SCHOOL

PO BOX 847
MIDDLEBURY,CT06762 		NONE   GENERAL OPERATING 2,500

SMITH COLLEGE - FOR THE SMITH FUND

33 ELM STREET
NORTHAMPTON,MA01063 		NONE   GENERAL OPERATING 15,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM ST
NEW YORK,NY10038 		NONE   GENERAL OPERATING 20,000

PITTSBURGH ZOO & PPG AQUARIUM

ONE WILD PLACE
PITTSBURGH,PA15206 		NONE   GENERAL OPERATING 6,344

PHIPPS CONSERVATORY AND BOTANICAL GARDEN

1 SCHENLEY DRIVE
PITTSBURGH,PA15213 		NONE   GENERAL OPERATING 12,000

MOUNTAIN PLAYHOUSE

PO BOX 205
JENNERSTOWN,PA15547 		NONE   GENERAL OPERATING 5,000

MEMORIAL SLOANKETTERING CANCER

1275 YORK AVE
NEW YORK,NY10065 		NONE   GENERAL OPERATING 5,000

UPMC HILLMAN CANCER CENTER

5115 CENTRE AVE
PITTSBURGH,PA15232 		NONE   GENERAL OPERATING 25,000

GREENSBURG HEMPFIELD LIBRARY

237 S PENNSYLVANIA AVE
GREENSBURG,PA15601 		NONE   GENERAL OPERATING 5,000

GARDEN CLUB OF ALLEGHENY COUNTY

PO BOX 11583
PITTSBURGH,PA15238 		NONE   GENERAL OPERATING 8,000

CARNEGIE MUSEUM-POWDERMILL

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE   GENERAL OPERATING 18,000

CARNEGIE MUSEUM OF ART

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE   GENERAL OPERATING 10,000

YWCA

1020 19TH ST NW
WASHINGTON DC,DC20036 		NONE   GENERAL OPERATING 14,000

ALL FOUNDATION

3527 ASHLOCK DR
HOUSTON,TX770825505 		NONE   GENERAL OPERATING 10,000

PITTSBURGH PARKS CONSERVANCY

317 E CARSON STREET
PITTSBURGH,PA15219 		NONE   GENERAL OPERATING 5,000

WESA 905

67 BEDFORD SQ
PITTSBURGH,PA15203 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 208,344
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 ....     14 129,775  
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 ............ 		    18 449,618  
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) ..   579,393  
13Total. Add line 12, columns (b), (d), and (e)..................
13
579,393
(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:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M855 BNY MELLON EMERGING AT COST 122,910 185,955
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 13,135 35,186
929089100 VOYA FINANCIAL INC AT COST 9,312 11,918
05569M368 BNY MELLON CORP BOND AT COST 398,700 391,551
05569M509 BNY MELLON M/C MULTI AT COST 592,009 362,224
05569M871 BNY MELLON INTERNATI AT COST 73,775 137,888
023135106 AMAZON COM INC AT COST 14,830 72,708
037833100 APPLE INC AT COST 28,913 87,811
G5960L103 MEDTRONIC PLC AT COST 22,751 24,303
04621X108 ASSURANT INC AT COST 15,340 17,341
05569M830 BNY MELLON BOND FUND AT COST 595,575 517,811
05569M814 BNY MELLON INTERMEDI AT COST 381,085 368,521
235851102 DANAHER CORP COMMON      
35671D857 FREEPORT-MCMORAN INC AT COST 7,138 15,237
46625H100 J P MORGAN CHASE & C AT COST 4,269 30,289
56585A102 MARATHON PETROLEUM C AT COST 1,362 6,830
02079K107 ALPHABET INC-CL C AT COST 11,164 93,199
37045V100 GENERAL MOTORS CO      
17275R102 CISCO SYSTEMS INC AT COST 15,666 26,961
443573100 HUBSPOT INC AT COST 3,670 8,026
594918104 MICROSOFT CORPORATIO AT COST 29,497 108,815
852234103 BLOCK INC      
038222105 APPLIED MATERIALS IN AT COST 1,988 11,051
05587N794 BNYM GLBL RL RTRN -Y AT COST 97,900 108,316
05588D753 BNY MELLON INTL EQTY AT COST 70,640 73,453
20825C104 CONOCOPHILLIPS      
64128R608 NEUBERGER BERMAN LON AT COST 110,000 160,837
67066G104 NVIDIA CORP AT COST 4,684 144,538
031100100 AMETEK INC NEW AT COST 8,877 15,193
05587N851 BNYM GLBL DYN BND IN      
05587K840 BNYM GLOBAL STOCK-Y AT COST 85,984 87,095
90353T100 UBER TECHNOLOGIES IN      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,775 11,287
05587K857 BNYM INTL STCK-Y AT COST 100,000 99,446
74437E404 PGIM JENNISON GROWTH AT COST 175,000 219,745
05588E850 BNY MELLON HIGH YIEL AT COST 100,237 92,133
45687V106 INGERSOLL RAND INC      
00769G303 SANDS CAP GLOBAL GRO AT COST 50,000 35,530
443201108 HOWMET AEROSPACE INC AT COST 2,960 19,887
91324P102 UNITED HEALTH GROUP AT COST 13,499 11,224
05589K400 BNYM FLTNG RT INC-Y AT COST 98,300 93,541
12572Q105 CME GROUP INC AT COST 6,452 9,831
G0403H108 AON PLC/IRELAND A AT COST 9,724 10,586
254687106 WALT DISNEY CO/THE AT COST 16,269 16,497
759916109 REPLIGEN CORP AT COST 9,181 9,176
016255101 ALIGN TECHNOLOGY INC      
776696106 ROPER TECHNOLOGIES I      
16679L109 CHEWY INC - CLASS A AT COST 6,644 9,585
G7496G103 RENAISSANCERE HLDGS      
517834107 LAS VEGAS SANDS CORP AT COST 9,958 14,320
21037T109 CONSTELLATION ENERGY AT COST 1,397 15,544
452327109 ILLUMINA INC AT COST 10,279 8,788
09073M104 BIO-TECHNE CORP      
550021109 LULULEMON ATHLETICA      
38141G104 GOLDMAN SACHS GROUP AT COST 11,958 28,128
80105N105 SANOFI-SYNTHELABO      
020002101 ALLSTATE CORP COM      
00206R102 AT&T INC AT COST 4,490 7,204
026874784 AMERICAN INTERNATION AT COST 4,534 6,844
04045F592 ARISTOTLE FLOATING R AT COST 25,000 24,154
09661D300 BNYM SUSTAIN US EQTY AT COST 190,000 261,178
22160N109 COSTAR GROUP INC AT COST 9,998 9,414
25746U109 DOMINION ENERGY INC AT COST 9,494 11,718
49177J102 KENVUE INC      
651639106 NEWMONT CORPORATION AT COST 4,940 10,984
803607100 SAREPTA THERAPEUTICS      
92338C103 VERALTO CORP-W/I AT COST 9,085 11,574
98978V103 ZOETIS INC      
G25508105 CRH PLC AT COST 6,540 14,976
060505104 BANK OF AMERICA CORP AT COST 16,687 24,200
071813109 BAXTER INTL INC COM      
110122108 BRISTOL-MYERS SQUIBB AT COST 7,588 7,552
25278X109 DIAMONDBACK ENERGY I AT COST 9,246 9,771
26884L109 E Q T CORP AT COST 9,078 13,400
320517105 FIRST HORIZON NATL C AT COST 5,785 9,799
36828A101 GE VERNOVA LLC AT COST 2,108 7,843
375558103 GILEAD SCIENCES INC AT COST 14,414 17,306
443510607 HUBBELL INC COM AT COST 20,103 23,538
460146103 INTERNATIONAL PAPER AT COST 9,366 7,878
46120E602 INTUITIVE SURGICAL I AT COST 5,611 8,495
502431109 L3HARRIS TECHNOLOGIE AT COST 14,706 20,256
504922105 LABCORP HOLDINGS INC      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
64110L106 NETFLIX COM INC AT COST 7,974 11,251
681919106 OMNICOM GROUP INC AT COST 13,290 11,305
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 8,604 7,742
722304102 PINDUODUO INC-ADR      
88579Y101 3M CO      
902973304 US BANCORP DEL      
G51502105 JOHNSON CTLS INTL PL      
H01301128 ALCON INC AT COST 12,509 11,033
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 10,040 9,655
08265T208 BENTLEY SYSTEMS INC AT COST 8,365 6,870
11135F101 BROADCOM INC AT COST 27,782 37,033
126408103 C S X CORP AT COST 9,880 11,238
14040H105 CAPITAL ONE FINANCIA AT COST 8,250 11,149
147528103 CASEYS GENERAL STORE AT COST 8,399 8,291
200340107 COMERICA INC AT COST 8,140 10,432
231021106 CUMMINS ENGINE INC AT COST 6,836 8,167
247361702 DELTA AIR LINES INC AT COST 7,235 8,328
25659T107 DOLBY LABORATORIES I AT COST 10,233 8,349
260003108 DOVER CORPORATION AT COST 9,978 11,129
291011104 EMERSON ELECTRIC COM AT COST 11,148 11,016
30231G102 EXXON MOBIL CORP AT COST 19,016 19,976
30303M102 META PLATFORMS INC AT COST 33,616 31,684
345370860 FORD MOTOR CO DEL AT COST 6,951 8,397
444859102 HUMANA INC AT COST 16,070 15,368
45168D104 IDEXX LABS INC AT COST 5,726 7,442
478160104 JOHNSON & JOHNSON AT COST 25,186 31,870
518439104 ESTEE LAUDER COMPANI AT COST 15,779 17,802
57636Q104 MASTERCARD INC AT COST 9,427 9,705
680223104 OLD REPUBLIC INTERNA AT COST 11,322 11,410
717081103 PFIZER INC AT COST 9,209 8,715
808513105 SCHWAB CHARLES CORP AT COST 5,166 6,994
81762P102 SERVICENOW INC AT COST 14,055 10,723
82509L107 SHOPIFY INC-A W/I AT COST 5,050 7,888
871607107 SYNOPSYS INC AT COST 15,698 17,849
882508104 TEXAS INSTRUMENTS IN AT COST 8,079 7,807
883556102 THERMO FISHER SCIENT AT COST 23,964 26,655
L8681T102 SPOTIFY TECHNOLOGY S AT COST 9,270 9,291

TY 2025 OtherExpensesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncreasesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Description Amount
MUTUAL FUND TIMING ADJ 385
GRANT RECOVERIES 10,000
ROUNDING 2


TY 2025 TaxesSchedule
Name:
HAWKSGLEN FOUNDATION-TR
EIN:
25-6820594
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,512 2,512   0
FEDERAL ESTIMATES - PRINCIPAL 1,419 0   0
FOREIGN TAXES ON NONQUALIFIED 165 165   0