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
POTTER BENJAMIN FBO POTTER CHARIT-TR
 
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

51-6016170
B Telephone number (see instructions)

2155533437
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)$6,935,813J 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... 150,718 150,418  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,368
b Gross sales price for all assets on line 6a 1,885,646
7 Capital gain net income (from Part IV, line 2)... 127,368
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........ 278,086 277,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,723 44,786   29,889
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
523 0 0 523
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
9,073 2,810   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
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,321 47,598 0 30,412
25 Contributions, gifts, grants paid....... 279,019 279,019
26 Total expenses and disbursements. Add lines 24 and 25 ................ 363,340 47,598 0 309,431
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,254
b Net investment income (if negative, enter -0-) 230,188
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......... 283,006 183,290 183,290
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).......... 5,231,748 Click to see attachment
List of Attached Documents:
// Content
5,246,596 		6,752,523
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) 5,514,754 5,429,886 6,935,813
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........ 5,514,754 5,429,886
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)..... 5,514,754 5,429,886
30 Total liabilities and net assets/fund balances (see instructions). 5,514,754 5,429,886
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
5,514,754
2
Enter amount from Part I, line 27a .....................
2
-85,254
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
396
4
Add lines 1, 2, and 3 ..........................
4
5,429,896
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
10
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,429,886
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 121. ALLSTATE CORP   2022-11-15 2025-01-10
b 64. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 48. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 132. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 130. E Q T CORP   2024-12-13 2025-01-10
68. HUBBELL INC COM     2025-01-10
270. NEWMONT CORPORATION   2023-12-14 2025-01-10
110. PINDUODUO INC-ADR   2024-10-31 2025-01-10
18. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
48. BIO-TECHNE CORP   2024-02-21 2025-01-13
8. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
31. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
83. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
64. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
41. BECTON DICKINSON AND COMPANY     2025-02-06
272.902 ALLSPRING GLO LNG/SHRT EQ-Y   2024-12-12 2025-02-20
13192.612 ALLSPRING GLO LNG/SHRT EQ-Y   2023-05-02 2025-02-20
3174.603 BNYM GLBL RL RTRN -Y   2022-09-19 2025-02-20
32. CONSTELLATION ENERGY   2023-09-25 2025-02-21
45. GE VERNOVA LLC   2024-08-08 2025-03-10
31. APPLE INC     2025-03-12
125. CME GROUP INC     2025-03-12
100. CONOCOPHILLIPS   2024-03-20 2025-03-17
440. E Q T CORP     2025-03-17
340. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
172. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
85. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
320. US BANCORP DEL   2024-10-24 2025-04-10
3. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
3. HUBSPOT INC   2023-06-30 2025-04-14
210. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
100. SANOFI   2023-12-14 2025-04-15
240. SANOFI     2025-04-16
340. INGERSOLL RAND INC   2024-02-21 2025-04-25
140. CHEWY INC - CLASS A   2023-09-25 2025-04-29
29. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
6899.724 BNYM YLD ENHAN STRAT-Y   2022-09-19 2025-05-08
5319.149 BOSTON P LNG/SHRT RES-INS   2025-02-20 2025-05-08
90. AT&T INC     2025-05-20
4. ALIGN TECHNOLOGY INC   2023-06-30 2025-05-20
6. ALPHABET INC/CA-CL A   2025-03-20 2025-05-20
45. ALPHABET INC/CA-CL A   2023-07-31 2025-05-20
38. AMAZON COM INC   2024-08-28 2025-05-20
2. AMAZON COM INC   2024-03-20 2025-05-20
10. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-05-20
9. AMETEK INC NEW   2024-04-09 2025-05-20
14. APPLE INC   2024-07-24 2025-05-20
22. APPLE INC   2023-08-31 2025-05-20
4. APPLIED MATERIALS INC   2023-09-25 2025-05-20
5. ASSURANT INC   2024-11-14 2025-05-20
3. ATLASSIAN CORP   2025-04-25 2025-05-20
1. AXON ENTERPRISE INC   2025-04-25 2025-05-20
2794.739 BNY MELLON M/C MULTI-STRATEGY FUND   2024-12-12 2025-05-20
10799.503 BNY MELLON M/C MULTI-STRATEGY FUND     2025-05-20
3282.828 BNYM INTL STCK-Y   2025-02-20 2025-05-20
50. BANK OF AMERICA CORP   2025-04-15 2025-05-20
30. BAXTER INTERNATIONAL INC   2024-09-13 2025-05-20
8. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-05-20
10. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-05-20
7. BROADCOM INC   2025-01-10 2025-05-20
4. CME GROUP INC   2019-03-04 2025-05-20
30. C S X CORP   2025-01-10 2025-05-20
4. CAPITAL ONE FINANCIAL CORP   2025-03-12 2025-05-20
30. CHEWY INC - CLASS A   2023-09-25 2025-05-20
40. CISCO SYSTEMS INC   2023-08-31 2025-05-20
10. CONOCOPHILLIPS   2024-03-20 2025-05-20
5. CONSTELLATION ENERGY   2023-09-25 2025-05-20
20. COSTAR GROUP INC   2024-04-09 2025-05-20
11. DANAHER CORP   2024-01-08 2025-05-20
10. DEXCOM INC   2025-01-15 2025-05-20
15. WALT DISNEY CO/THE   2024-03-20 2025-05-20
20. DOLBY LABORATORIES INC   2025-01-14 2025-05-20
30. DOMINION ENERGY INC   2024-04-09 2025-05-20
20. E Q T CORP   2024-03-20 2025-05-20
16. EXXON MOBIL CORP   2025-03-17 2025-05-20
30. FREEPORT-MCMORAN INC   2024-04-09 2025-05-20
4. GE VERNOVA LLC   2024-08-08 2025-05-20
20. GENERAL MOTORS CO   2024-03-20 2025-05-20
7. GILEAD SCIENCES INC   2024-10-24 2025-05-20
3. GOLDMAN SACHS GROUP INC   2024-02-21 2025-05-20
690.335 GOLDMAN SACHS ABS RETURN TR FUND - I   2022-09-19 2025-05-20
4. HESS CORP   2025-04-03 2025-05-20
19. HOWMET AEROSPACE INC   2024-04-09 2025-05-20
4. HUBBELL INC COM     2025-05-20
3. HUBSPOT INC   2023-06-30 2025-05-20
10. ILLUMINA INC   2023-07-31 2025-05-20
5. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-05-20
20. INTERNATIONAL PAPER CO   2024-09-12 2025-05-20
3. INTUITIVE SURGICAL INC   2024-06-12 2025-05-20
75. ISHARES CORE S&P SMALL-CAP ETF   2024-05-06 2025-05-20
550. ISHARES MSCI EMERGING MARKETS EX   2024-05-06 2025-05-20
11. J P MORGAN CHASE & CO   2017-11-20 2025-05-20
12. JOHNSON & JOHNSON   2025-03-10 2025-05-20
50. KENVUE INC   2024-04-09 2025-05-20
7. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-05-20
5. LABCORP HOLDINGS INC   2024-07-25 2025-05-20
30. LAS VEGAS SANDS CORP   2022-09-23 2025-05-20
5. MARATHON PETROLEUM CORP   2023-12-14 2025-05-20
10. METLIFE INC   2024-10-04 2025-05-20
25. MICROSOFT CORPORATION     2025-05-20
3. MONGODB INC   2024-11-26 2025-05-20
1. NETFLIX COM INC   2023-06-30 2025-05-20
20. NEWMONT CORPORATION   2025-02-06 2025-05-20
95. NVIDIA CORP     2025-05-20
20. OMNICOM GROUP INC   2024-05-08 2025-05-20
2. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-05-20
7. PHILLIPS 66   2024-03-20 2025-05-20
7. REPLIGEN CORP   2023-08-31 2025-05-20
2. SERVICENOW INC   2025-01-10 2025-05-20
11. SHOPIFY INC-A W/I   2025-02-06 2025-05-20
10. BLOCK INC   2023-06-30 2025-05-20
2. SYNOPSYS INC   2025-03-20 2025-05-20
7. 3M CO   2024-07-23 2025-05-20
2. UNITED HEALTH GROUP INC   2016-09-14 2025-05-20
14. VERALTO CORP-W/I   2024-04-09 2025-05-20
20. VOYA FINANCIAL INC   2024-07-26 2025-05-20
6. ZOETIS INC   2024-01-08 2025-05-20
2. AON PLC/IRELAND A   2024-07-25 2025-05-20
20. CRH PLC   2023-09-25 2025-05-20
30. JOHNSON CTLS INTL PLC   2024-04-09 2025-05-20
30. MEDTRONIC PLC   2024-01-08 2025-05-20
5. RENAISSANCERE HLDGS LTD   2023-12-14 2025-05-20
3. TRANE TECHNOLOGIES PLC   2013-08-20 2025-05-20
20. ALCON INC   2024-07-25 2025-05-20
1. SPOTIFY TECHNOLOGY SA   2025-04-29 2025-05-20
4. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-05-20
60. DEXCOM INC   2025-01-15 2025-05-23
81. ALPHABET INC/CA-CL A     2025-05-29
112. CONOCOPHILLIPS   2024-08-01 2025-06-04
44. CONOCOPHILLIPS   2024-03-20 2025-06-04
86. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
55. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
115. ALPHABET INC/CA-CL A     2025-06-24
340. GENERAL MOTORS CO   2024-03-20 2025-06-30
114. 3M CO     2025-07-02
78. ALPHABET INC/CA-CL A     2025-07-14
45. AMAZON COM INC   2024-08-28 2025-07-14
18. AMAZON COM INC   2023-08-31 2025-07-14
4. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
8. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
6. HUBSPOT INC   2023-06-30 2025-07-14
14. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
25. NVIDIA CORP   2023-04-27 2025-07-14
49. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
82. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
13. INTUITIVE SURGICAL INC     2025-07-21
104. ZOETIS INC     2025-07-21
.025 CHEVRON CORPORATION   2025-04-03 2025-07-28
160. METLIFE INC   2024-10-04 2025-07-30
210. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
310. BAXTER INTERNATIONAL INC     2025-07-31
35. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
100. BLOCK INC   2023-06-30 2025-08-06
15. GE VERNOVA LLC   2024-08-08 2025-08-11
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
288. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
68. DANAHER CORP     2025-08-27
33. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
42. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
120. DOMINION ENERGY INC   2024-04-09 2025-09-04
19. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
15. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
46. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
20. GE VERNOVA LLC   2024-08-08 2025-09-09
350. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
170. DEXCOM INC   2025-01-15 2025-09-26
118. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
13. DANAHER CORP   2025-03-17 2025-10-08
97. DANAHER CORP     2025-10-08
530. AT&T INC   2022-10-27 2025-10-21
2. MICROSOFT CORPORATION   2023-07-31 2025-10-22
13. MONGODB INC   2024-11-26 2025-10-22
410. AT&T INC     2025-10-23
567. KENVUE INC     2025-10-24
403. KENVUE INC   2024-03-20 2025-10-27
50. COMERICA INC     2025-10-30
70. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
90. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-03-24 2025-11-19
21. CUMMINS ENGINE INC     2025-11-19
8. IDEXX LABS INC   2025-07-21 2025-11-19
50. NEWMONT CORPORATION   2025-02-06 2025-11-19
51. ATLASSIAN CORP   2025-04-25 2025-11-21
76. BIONTECH SE-ADR   2025-04-14 2025-11-21
33. CARLISLE COMPANIES INC     2025-11-21
83. CHEVRON CORPORATION   2025-04-03 2025-11-21
140. CITIGROUP INC   2025-07-31 2025-11-21
48. MONGODB INC   2024-11-26 2025-11-21
120. NEWMONT CORPORATION   2025-02-06 2025-11-21
82. SHOPIFY INC-A W/I     2025-11-21
10. BLOCK INC   2025-10-22 2025-11-21
170. BLOCK INC   2023-06-30 2025-11-21
44. BIONTECH SE-ADR   2025-04-14 2025-11-24
22. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
38. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
13. LABCORP HOLDINGS INC     2025-12-16
53. LABCORP HOLDINGS INC     2025-12-17
16. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21,672   15,964 5,708
b 10,951   12,806 -1,855
c 8,213   6,538 1,675
d 9,693   9,407 286
e 6,386   5,912 474
28,660   27,874 786
10,537   11,151 -614
10,443   13,286 -2,843
9,073   9,841 -768
3,618   3,421 197
4,128   4,374 -246
15,995   16,262 -267
20,503   23,201 -2,698
14,486   14,982 -496
9,280   10,809 -1,529
3,387   3,433 -46
163,720   150,000 13,720
50,000   50,857 -857
9,104   3,569 5,535
12,179   7,916 4,263
6,716   6,957 -241
31,920   24,228 7,692
9,977   12,161 -2,184
22,593   17,073 5,520
24,946   16,765 8,181
12,728   19,698 -6,970
12,142   13,892 -1,750
11,905   15,492 -3,587
1,589   1,081 508
1,614   1,596 18
8,688   13,506 -4,818
5,069   4,859 210
12,251   11,532 719
25,473   30,105 -4,632
5,194   2,549 2,645
7,834   14,237 -6,403
76,311   75,000 1,311
73,457   75,000 -1,543
2,530   1,640 890
736   1,416 -680
997   976 21
7,479   5,958 1,521
7,782   6,500 1,282
410   352 58
839   704 135
1,625   1,628 -3
2,909   3,138 -229
4,571   4,150 421
660   545 115
1,011   1,073 -62
641   691 -50
741   597 144
41,083   42,061 -978
158,753   158,527 226
78,000   77,705 295
2,227   1,905 322
936   1,197 -261
4,090   2,884 1,206
475   490 -15
1,586   1,566 20
1,111   724 387
931   956 -25
785   684 101
1,302   546 756
2,550   2,299 251
902   1,216 -314
1,463   558 905
1,526   1,905 -379
2,150   2,554 -404
859   811 48
1,688   1,727 -39
1,533   1,582 -49
1,715   1,484 231
1,116   675 441
1,704   1,827 -123
1,156   1,535 -379
1,774   704 1,070
1,002   843 159
741   622 119
1,824   1,159 665
7,000   6,275 725
531   601 -70
3,141   1,252 1,889
1,550   1,537 13
1,932   1,596 336
830   1,863 -1,033
878   846 32
1,006   957 49
1,672   1,279 393
8,089   8,087 2
32,736   31,772 964
2,885   1,089 1,796
1,828   2,027 -199
1,197   1,021 176
1,613   1,603 10
1,243   1,056 187
1,261   1,051 210
810   744 66
806   840 -34
11,393   8,938 2,455
553   1,010 -457
1,187   440 747
1,017   898 119
12,759   3,826 8,933
1,532   1,901 -369
346   203 143
858   1,100 -242
879   1,217 -338
2,036   2,059 -23
1,194   1,295 -101
584   661 -77
1,026   901 125
1,074   734 340
640   266 374
1,428   1,251 177
1,373   1,469 -96
979   1,171 -192
728   603 125
1,968   1,120 848
2,931   1,961 970
2,573   2,586 -13
1,231   968 263
1,285   112 1,173
1,776   1,847 -71
663   574 89
994   829 165
5,055   4,866 189
13,903   10,335 3,568
9,654   12,144 -2,490
3,793   5,351 -1,558
14,761   5,669 9,092
9,474   3,625 5,849
19,264   12,184 7,080
16,694   14,338 2,356
17,559   11,878 5,681
14,133   7,417 6,716
10,144   7,697 2,447
4,058   2,488 1,570
1,909   1,442 467
1,468   527 941
3,253   3,191 62
7,271   5,970 1,301
4,121   684 3,437
5,204   5,110 94
8,709   5,361 3,348
6,727   5,387 1,340
15,356   18,530 -3,174
4   4  
11,949   13,446 -1,497
4,754   8,378 -3,624
6,834   9,938 -3,104
6,112   2,307 3,805
7,606   6,612 994
9,761   2,639 7,122
965   738 227
29,882   18,829 11,053
13,925   15,536 -1,611
4,478   11,686 -7,208
5,567   14,873 -9,306
7,026   5,936 1,090
4,651   3,677 974
3,621   2,903 718
10,977   8,901 2,076
12,081   3,518 8,563
15,985   17,140 -1,155
11,394   13,788 -2,394
18,232   12,005 6,227
2,664   2,773 -109
19,877   21,580 -1,703
13,752   9,640 4,112
1,045   669 376
4,171   4,378 -207
10,069   7,246 2,823
8,487   11,521 -3,034
6,037   8,179 -2,142
3,878   3,401 477
10,510   11,843 -1,333
6,823   6,338 485
1,516   457 1,059
9,945   9,091 854
5,487   4,164 1,323
4,438   2,245 2,193
7,185   11,746 -4,561
7,332   7,732 -400
10,248   13,646 -3,398
12,447   12,162 285
13,597   13,294 303
15,234   16,165 -931
9,850   5,389 4,461
11,851   9,201 2,650
602   763 -161
10,241   11,240 -999
4,225   4,476 -251
5,702   4,559 1,143
9,825   7,875 1,950
3,356   2,743 613
13,613   10,651 2,962
4,042   3,179 863
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
      12,920
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       5,708
b       -1,855
c       1,675
d       286
e       474
      786
      -614
      -2,843
      -768
      197
      -246
      -267
      -2,698
      -496
      -1,529
      -46
      13,720
      -857
      5,535
      4,263
      -241
      7,692
      -2,184
      5,520
      8,181
      -6,970
      -1,750
      -3,587
      508
      18
      -4,818
      210
      719
      -4,632
      2,645
      -6,403
      1,311
      -1,543
      890
      -680
      21
      1,521
      1,282
      58
      135
      -3
      -229
      421
      115
      -62
      -50
      144
      -978
      226
      295
      322
      -261
      1,206
      -15
      20
      387
      -25
      101
      756
      251
      -314
      905
      -379
      -404
      48
      -39
      -49
      231
      441
      -123
      -379
      1,070
      159
      119
      665
      725
      -70
      1,889
      13
      336
      -1,033
      32
      49
      393
      2
      964
      1,796
      -199
      176
      10
      187
      210
      66
      -34
      2,455
      -457
      747
      119
      8,933
      -369
      143
      -242
      -338
      -23
      -101
      -77
      125
      340
      374
      177
      -96
      -192
      125
      848
      970
      -13
      263
      1,173
      -71
      89
      165
      189
      3,568
      -2,490
      -1,558
      9,092
      5,849
      7,080
      2,356
      5,681
      6,716
      2,447
      1,570
      467
      941
      62
      1,301
      3,437
      94
      3,348
      1,340
      -3,174
       
      -1,497
      -3,624
      -3,104
      3,805
      994
      7,122
      227
      11,053
      -1,611
      -7,208
      -9,306
      1,090
      974
      718
      2,076
      8,563
      -1,155
      -2,394
      6,227
      -109
      -1,703
      4,112
      376
      -207
      2,823
      -3,034
      -2,142
      477
      -1,333
      485
      1,059
      854
      1,323
      2,193
      -4,561
      -400
      -3,398
      285
      303
      -931
      4,461
      2,650
      -161
      -999
      -251
      1,143
      1,950
      613
      2,962
      863
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 127,368
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 3,200
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 3,200
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 3,200
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,000
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 7,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,800
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,600 Refunded 11 2,200
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)
DE
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. (215) 553-3437

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
BNY MELLON N A TRUSTEE
1 		74,723    
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
6,426,711
b
Average of monthly cash balances.......................
1b
178,422
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,605,133
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
6,605,133
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
99,077
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,506,056
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
325,303
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
325,303
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,200
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,200
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
322,103
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
322,103
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
322,103
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
309,431
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
309,431
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 7 322,103
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...... 17,144
b From 2021...... 30,038
c From 2022...... 98,988
d From 2023...... 6,924
e From 2024...... 0
f Total of lines 3a through e ........ 153,094
4Qualifying distributions for 2025 from Part
XI, line 4: $ 309,431
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..... 309,431
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 12,672 12,672
(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 5 140,422
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) ... 		4,472
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		135,950
10 Analysis of line 9:
a Excess from 2021 .... 30,038
b Excess from 2022 .... 98,988
c Excess from 2023 .... 6,924
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 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

DELAWARE COMMUNITY FOUNDATION

P O BOX 1636
WILMINGTON,DE19899 		NONE   GENERAL OPERATING 279,019
Total ................................. 3a 279,019
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 ....     14 150,718  
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 ............ 		    18 127,368  
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) ..   278,086  
13Total. Add line 12, columns (b), (d), and (e)..................
13
278,086
(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:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
02079K305 ALPHABET INC/CA-CL A AT COST 20,754 179,662
05569M509 BNY MELLON MID CAP S      
91324P102 UNITED HEALTH GROUP AT COST 13,331 21,787
05569M830 BNY MELLON BOND FUND AT COST 1,321,515 1,286,004
46625H100 J P MORGAN CHASE & C AT COST 17,724 57,677
929089100 VOYA FINANCIAL INC AT COST 15,923 23,092
023135106 AMAZON COM INC AT COST 42,408 139,877
037833100 APPLE INC AT COST 55,683 168,009
060505104 BANK OF AMERICA CORP AT COST 32,497 47,300
026874784 AMERICAN INTERNATION AT COST 3,660 13,688
594918104 MICROSOFT CORPORATIO AT COST 49,519 206,506
05588L888 BNYM YLD ENHAN STRAT      
12572Q105 CME GROUP INC AT COST 11,725 18,569
G8994E103 TRANE TECHNOLOGIES P AT COST 2,086 21,795
05589K400 BNYM FLTNG RT INC-Y AT COST 110,000 107,685
05588E850 BNY MELLON HIGH YIEL AT COST 110,057 110,590
367829884 GATEWAY TR AT COST 175,000 238,795
517834107 LAS VEGAS SANDS CORP AT COST 14,732 27,989
05588F709 BNY MELLON DEVELOPED AT COST 51,482 50,369
05587N794 BNYM GLBL RL RTRN -Y AT COST 38,143 41,824
64128R608 NEUBERGER BERMAN LON AT COST 187,386 221,658
020002101 ALLSTATE CORP COM      
38145N220 GOLDMAN SACHS ABS RE AT COST 75,808 89,108
00206R102 AT&T INC AT COST 9,231 13,910
016255101 ALIGN TECHNOLOGY INC      
01988X408 ALLSPRING GLO LNG/SH      
038222105 APPLIED MATERIALS IN AT COST 11,305 21,330
04621X108 ASSURANT INC AT COST 29,183 32,996
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 45,621 66,350
16679L109 CHEWY INC - CLASS A AT COST 9,982 18,178
17275R102 CISCO SYSTEMS INC AT COST 34,399 51,610
21037T109 CONSTELLATION ENERGY AT COST 9,480 30,028
22160N109 COSTAR GROUP INC AT COST 20,947 17,482
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 18,932 22,850
31618H283 FIDELITY ADV INTL SM AT COST 100,321 125,163
35671D857 FREEPORT-MCMORAN INC AT COST 23,680 29,458
443573100 HUBSPOT INC AT COST 20,743 15,651
452327109 ILLUMINA INC AT COST 19,182 17,444
46120E602 INTUITIVE SURGICAL I AT COST 10,847 16,424
464287507 ISHARES CORE S&P MID AT COST 397,309 462,000
464287804 ISHARES CORE S&P SMA AT COST 93,649 119,579
46432F842 ISHARES CORE MSCI EA AT COST 272,440 357,840
56585A102 MARATHON PETROLEUM C AT COST 11,911 13,010
64110L106 NETFLIX COM INC AT COST 11,932 22,502
651639106 NEWMONT CORPORATION AT COST 9,430 20,969
67066G104 NVIDIA CORP AT COST 36,567 277,885
759916109 REPLIGEN CORP AT COST 16,610 17,533
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 19,292 22,949
G25508105 CRH PLC AT COST 12,317 27,456
G7496G103 RENAISSANCERE HLDGS      
00771X419 G Q G PART EMERG MKT AT COST 125,900 126,397
031100100 AMETEK INC NEW AT COST 25,256 29,359
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 14,634 14,564
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 17,633 18,641
254687106 WALT DISNEY CO/THE AT COST 31,431 31,628
26884L109 E Q T CORP AT COST 16,175 25,728
320517105 FIRST HORIZON NATL C AT COST 12,390 19,598
36828A101 GE VERNOVA LLC AT COST 4,039 15,032
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 27,531 33,385
38141G104 GOLDMAN SACHS GROUP AT COST 25,270 53,619
443201108 HOWMET AEROSPACE INC AT COST 12,326 38,339
443510607 HUBBELL INC COM AT COST 38,200 44,855
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 17,776 14,968
464287457 ISHARES 1-3 YEAR TRE AT COST 40,664 41,410
464287655 ISHARES RUSSELL 2000 AT COST 102,384 123,080
46434G764 ISHARES MSCI EMERGIN AT COST 124,201 156,262
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 28,726 39,045
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 25,624 21,803
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 17,763 14,582
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
88579Y101 3M CO      
902973304 US BANCORP DEL      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 17,952 19,761
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 41,737 47,069
H01301128 ALCON INC AT COST 24,131 21,279
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 19,272 18,742
05587K857 BNYM INTL STCK-Y AT COST 150,423 138,364
08265T208 BENTLEY SYSTEMS INC AT COST 16,182 13,358
11135F101 BROADCOM INC AT COST 54,082 71,989
126408103 C S X CORP AT COST 18,804 21,388
14040H105 CAPITAL ONE FINANCIA AT COST 15,731 21,328
147528103 CASEYS GENERAL STORE AT COST 16,799 16,581
200340107 COMERICA INC AT COST 15,602 19,994
231021106 CUMMINS ENGINE INC AT COST 12,818 15,314
247361702 DELTA AIR LINES INC AT COST 14,471 16,656
25659T107 DOLBY LABORATORIES I AT COST 18,829 15,413
260003108 DOVER CORPORATION AT COST 19,251 21,476
291011104 EMERSON ELECTRIC COM AT COST 21,796 21,501
30231G102 EXXON MOBIL CORP AT COST 36,306 38,148
30303M102 META PLATFORMS INC AT COST 65,657 62,048
345370860 FORD MOTOR CO DEL AT COST 13,358 16,138
444859102 HUMANA INC AT COST 31,118 29,711
45168D104 IDEXX LABS INC AT COST 10,931 14,207
46641Q332 JPMORGAN EQUITY PREM AT COST 11,278 11,448
478160104 JOHNSON & JOHNSON AT COST 48,340 61,257
518439104 ESTEE LAUDER COMPANI AT COST 30,536 34,558
57636Q104 MASTERCARD INC AT COST 18,854 19,410
680223104 OLD REPUBLIC INTERNA AT COST 21,743 21,907
717081103 PFIZER INC AT COST 17,891 16,932
808513105 SCHWAB CHARLES CORP AT COST 11,070 14,987
81762P102 SERVICENOW INC AT COST 28,110 21,447
82509L107 SHOPIFY INC-A W/I AT COST 9,791 15,292
871607107 SYNOPSYS INC AT COST 30,180 34,290
882508104 TEXAS INSTRUMENTS IN AT COST 15,440 14,920
883556102 THERMO FISHER SCIENT AT COST 46,907 52,151
L8681T102 SPOTIFY TECHNOLOGY S AT COST 18,540 18,583

TY 2025 LegalFeesSchedule
Name:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 523     523


TY 2025 OtherDecreasesSchedule
Name:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Description Amount
ROUNDING 10


TY 2025 OtherExpensesSchedule
Name:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 2 2   0


TY 2025 OtherIncreasesSchedule
Name:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Description Amount
MUTUAL FUND TIMING ADJ 396


TY 2025 TaxesSchedule
Name:
POTTER BENJAMIN FBO POTTER CHARIT-TR
EIN:
51-6016170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,553 1,553   0
FEDERAL ESTIMATES - PRINCIPAL 6,263 0   0
FOREIGN TAXES ON NONQUALIFIED 1,257 1,257   0