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
GUTHRIE EMILY B-FDN FOR MED RES-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

23-6632667
B Telephone number (see instructions)

2155536907
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)$23,161,409
J 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... 559,895 559,895  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,100,497
b Gross sales price for all assets on line 6a 22,219,031
7 Capital gain net income (from Part IV, line 2)... 4,100,497
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........ 4,660,392 4,660,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,886 82,131   54,754
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)... 87,129 12,013   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)....... 1,689 1,689    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225,704 95,833 0 54,754
25 Contributions, gifts, grants paid....... 1,750,406 1,750,406
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,976,110 95,833 0 1,805,160
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,684,282
b Net investment income (if negative, enter -0-) 4,564,559
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......... 179,848 191,863 191,863
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).......... 19,311,405 Click to see attachment
List of Attached Documents:
// Content
21,987,758
22,969,546
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) 19,491,253 22,179,621 23,161,409
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........ 19,491,253 22,179,621
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)..... 19,491,253 22,179,621
30 Total liabilities and net assets/fund balances (see instructions). 19,491,253 22,179,621
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
19,491,253
2
Enter amount from Part I, line 27a .....................
2
2,684,282
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
7,181
4
Add lines 1, 2, and 3 ..........................
4
22,182,716
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,095
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
22,179,621
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 23. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-01-06
b 30000. FEDERAL NATL MTG ASSN 0.55% 8/19/25   2020-08-06 2025-01-07
c 25000. FEDERAL FARM CR BKS 5.0% 1/08/27   2024-01-03 2025-01-08
d 5000. U S TREASURY NOTE 0.625% 3/31/27   2020-04-13 2025-01-09
e 24. ALLSTATE CORP   2024-08-08 2025-01-10
318. ALLSTATE CORP   2022-11-15 2025-01-10
314. APPLIED MATERIALS INC   2023-09-25 2025-01-10
373. BIO-TECHNE CORP   2024-02-21 2025-01-10
390. E Q T CORP   2024-03-20 2025-01-10
191. HUBBELL INC COM   2024-08-08 2025-01-10
760. NEWMONT CORPORATION   2023-12-14 2025-01-10
312. PINDUODUO INC-ADR   2024-10-31 2025-01-10
51. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-10
137. BIO-TECHNE CORP   2024-02-21 2025-01-13
20000. UNITED STATES TREASU 4.125% 10/15/25   2023-10-10 2025-01-14
5000. U S TREASURY N/B 4.375% 11/15/25   2023-10-10 2025-01-14
19583. CHAMPLAIN MID CAP FUND-INS   2024-08-12 2025-01-15
18682.104 CHAMPLAIN MID CAP FUND-INS   2020-01-03 2025-01-15
15000. ANTHEM INC 2.375% 1/15/25   2021-05-05 2025-01-15
89. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
23. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
32.39 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-01-16
237. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
196. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
102. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
15000. U S TREASURY N/B 4.375% 11/15/25   2023-10-10 2025-02-12
40000. US TREASURY NOTE 3.75% 2/15/26   2023-03-01 2025-02-12
20000. GENERAL DYNAMICS COR 1.15% 6/01/26   2021-05-03 2025-02-13
32.46 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-02-16
91. CONSTELLATION ENERGY   2023-09-25 2025-02-21
304.71 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-02-25
5000. UNITED STATES TREAS 1.625% 9/30/26   2024-10-28 2025-02-25
15000. U S TREASURY NOTE   2021-12-08 2025-02-25
3654. ISHARES DJ SELECT DIVIDEND INDEX FD   2020-01-31 2025-02-26
15000. SNAP-ON INC 3.25% 3/01/27   2017-02-15 2025-03-04
5000. US TREASURY NOTE 3.75% 2/15/26   2023-10-10 2025-03-05
20000. FEDERAL NATL MTG ASSN 5.08% 3/06/28   2024-10-28 2025-03-06
128. GE VERNOVA LLC   2024-08-08 2025-03-10
15000. EBAY INC 1.9% 3/11/25   2020-03-04 2025-03-11
86. APPLE INC   2020-03-06 2025-03-12
351. CME GROUP INC   2019-03-04 2025-03-12
10000. SPECTRA ENERGY PARTNER 3.5% 3/15/25   2015-03-09 2025-03-15
32.53 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-03-16
300. CONOCOPHILLIPS   2024-03-20 2025-03-17
1220. E Q T CORP   2024-03-20 2025-03-17
970. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
5000. DISCOVERY COMMUNICATIONS LLC   2018-06-12 2025-03-18
485. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
308.58 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-03-25
20000. UBS GROUP AG 3.75% 3/26/25   2020-01-29 2025-03-26
15000. MCCORMICK & CO 0.9% 2/15/26   2021-05-04 2025-03-27
5000. CALIFORNIA ST 3.375% 4/01/25   2018-04-18 2025-04-01
1370. CLP HOLDINGS LTD   2020-01-03 2025-04-01
1. NOVARTIS AG SPNSRD ADR   2024-09-24 2025-04-01
240. NOVARTIS AG SPNSRD ADR   2010-01-29 2025-04-01
40000. FEDERAL FARM CREDIT 5.37% 4/02/29   2024-07-25 2025-04-02
241. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
15000. U S TREASURY NOTE   2021-12-08 2025-04-04
5000. U S TREASURY NOTE   2021-12-08 2025-04-07
10000. U S ETREASURY NOTE 4.5% 11/15/33   2024-01-11 2025-04-09
920. US BANCORP DEL   2024-10-24 2025-04-10
260. AIR LIQUIDE ADR   2020-01-03 2025-04-14
422.197 BNYM GLBL DYN BND INC-Y   2024-12-18 2025-04-14
13540.252 BNYM GLBL DYN BND INC-Y   2021-01-04 2025-04-14
9. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-04-14
10. HUBSPOT INC   2023-06-30 2025-04-14
600. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
280. SANOFI   2023-12-14 2025-04-15
32.59 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-04-16
230. SANOFI   2024-06-24 2025-04-16
460. SANOFI   2023-12-14 2025-04-16
315.02 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-04-25
966. INGERSOLL RAND INC   2024-02-21 2025-04-25
390. CHEWY INC - CLASS A   2023-09-25 2025-04-29
81. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
5000. U S TREASURY NOTE   2021-12-08 2025-04-29
20000. T J X COS I 1.15% 5/15/28   2020-11-18 2025-04-30
390. FANUC CORPORATION   2014-10-03 2025-05-01
830. MURATA MANUFACTURING CO-UNSPON ADR   2020-01-03 2025-05-01
25000. GOLDMAN SACHS GROUP 1.948% 10/21/27   2021-10-18 2025-05-06
5000. US TREASURY NOTE 3.75% 2/15/26   2023-10-10 2025-05-12
5000. U S TREASURY NOTE 4.0% 8/31/26   2024-09-26 2025-05-12
25000. U S TREASURY NOTE 5.0% 12/31/26   2025-01-14 2025-05-12
15000. U S TREASURY NOTE 4.125% 1/31/27   2025-02-12 2025-05-12
419. FANUC CORPORATION   2014-10-03 2025-05-13
50. KUEHNE & NAGEL INTL-UNSP ADR   2024-07-08 2025-05-13
445. MURATA MANUFACTURING CO-UNSPON ADR   2020-01-03 2025-05-13
140. KUEHNE & NAGEL INTL-UNSP ADR   2024-07-08 2025-05-15
32.66 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-05-16
20000. AMERICAN HONDA FINAN 4.85% 10/23/31   2024-11-01 2025-05-21
270. ATLAS COPCO AB-SPON ADR "B"   2023-04-27 2025-05-23
180. DEXCOM INC   2025-01-15 2025-05-23
1. DIAGEO PLC SPON ADR NEW   2024-09-24 2025-05-23
54. DIAGEO PLC SPON ADR NEW   2015-09-14 2025-05-23
277.41 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-05-25
244. ALPHABET INC/CA-CL A   2020-03-06 2025-05-29
10000. RYDER SYSTEM INC   2020-08-05 2025-06-02
5000. U S TREASURY NOTE 4.125% 7/31/31   2024-07-31 2025-06-02
335. CONOCOPHILLIPS   2024-08-01 2025-06-04
122. CONOCOPHILLIPS   2024-03-20 2025-06-04
14. HERMES INTL-UNSPONSORED ADR   2022-07-12 2025-06-05
90. INDITEX-UNSPON ADR   2020-01-03 2025-06-05
32.73 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-06-16
259. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
163. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
10000. DISCOVERY COMMUNICATIONS LLC   2018-06-12 2025-06-23
347. ALPHABET INC/CA-CL A   2021-09-30 2025-06-24
320.49 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-06-25
100. DIAGEO PLC SPON ADR NEW   2015-09-11 2025-06-26
1030. GENERAL MOTORS CO   2024-03-20 2025-06-30
342. 3M CO   2024-07-23 2025-07-02
25000. FED HOME LOAN MTG CO 4.625% 1/07/27   2025-01-02 2025-07-07
233. ALPHABET INC/CA-CL A   2021-10-27 2025-07-14
188. AMAZON COM INC   2022-07-29 2025-07-14
11. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-07-14
22. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
19. HUBSPOT INC   2023-06-30 2025-07-14
40. INTUITIVE SURGICAL INC   2024-04-25 2025-07-14
74. NVIDIA CORP   2023-02-09 2025-07-14
392. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
32.79 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-07-16
14. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-07-16
41. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
610. MISUMI GROUP INC   2025-04-01 2025-07-21
310. ZOETIS INC   2024-01-08 2025-07-21
266.56 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-07-25
.075 CHEVRON CORPORATION   2025-04-03 2025-07-28
480. METLIFE INC   2024-10-04 2025-07-30
620. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
940. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
106. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
290. BLOCK INC   2023-06-30 2025-08-06
282.434 BNY MELLON S/T US GVT SECS FD CL M   2024-08-30 2025-08-11
292.025 BNY MELLON S/T US GVT SECS FD CL M   2025-02-28 2025-08-11
18876.345 BNY MELLON S/T US GVT SECS FD CL M   2022-03-03 2025-08-11
47. GE VERNOVA LLC   2024-08-08 2025-08-11
30000. FREDDIE MAC 0.6% 8/12/25   2020-08-05 2025-08-12
53302. U S TREASURY INFLATI 0.375% 1/15/27   2017-02-13 2025-08-12
660. MISUMI GROUP INC   2025-04-01 2025-08-14
30. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
136. JOHNSON CTLS INTL PLC   2025-06-16 2025-08-15
728. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
1241.92 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-08-16
325.41 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-08-25
80. ABB LTD-SPON ADR   2025-05-01 2025-08-26
40. AIA GROUP LTD   2024-11-21 2025-08-26
260. AIA GROUP LTD   2021-02-12 2025-08-26
4490. AT&T INC   2022-11-01 2025-08-26
40. ADIDAS AG   2020-01-03 2025-08-26
230. AIR LIQUIDE ADR   2020-01-03 2025-08-26
224. ALIGN TECHNOLOGY INC   2023-06-30 2025-08-26
20. ALPHABET INC/CA-CL A   2025-03-20 2025-08-26
1703. ALPHABET INC/CA-CL A   2023-02-15 2025-08-26
100. AMADEUS IT HOLDING-UNSP ADR   2023-04-26 2025-08-26
238. AMAZON COM INC   2024-08-28 2025-08-26
1581. AMAZON COM INC   2022-07-29 2025-08-26
290. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-08-26
510. AMERICAN INTERNATIONAL GROUP   2020-06-11 2025-08-26
129. AMETEK INC NEW   2024-09-12 2025-08-26
301. AMETEK INC NEW   2024-04-09 2025-08-26
1855. APPLE INC   2020-03-06 2025-08-26
248. APPLIED MATERIALS INC   2023-09-25 2025-08-26
270. ASSURANT INC   2024-11-14 2025-08-26
143. ASSURANT INC   2025-08-11 2025-08-26
470. ATLAS COPCO AB-SPON ADR "B"   2022-11-03 2025-08-26
153. ATLASSIAN CORP   2025-04-25 2025-08-26
89. AXON ENTERPRISE INC   2025-03-17 2025-08-26
31786.391 BNY MELLON HIGH YIELD-I   2020-11-05 2025-08-26
91.602 BNY MELLON DEVELOPED MARKETS REAL   2012-04-23 2025-08-26
54268.576 BNYM FLTNG RT INC-Y   2024-08-12 2025-08-26
1360. BANK OF AMERICA CORP   2025-04-15 2025-08-26
1220. BANK OF AMERICA CORP   2024-04-09 2025-08-26
790. BENTLEY SYSTEMS INC   2025-05-29 2025-08-26
397. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-08-26
360. BIONTECH SE-ADR   2025-04-14 2025-08-26
113423.105 BLACKROCK STRAT INC OPP-INST   2021-01-27 2025-08-26
1040. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-08-26
184. BROADCOM INC   2025-01-10 2025-08-26
190. BROADCOM INC   2025-03-12 2025-08-26
205. CME GROUP INC   2021-11-24 2025-08-26
90. C S L LTD-SPONSORED ADR   2020-01-03 2025-08-26
1770. C S X CORP   2025-01-10 2025-08-26
70. CANADIAN NATL RY CO   2020-09-17 2025-08-26
265. CAPITAL ONE FINANCIAL CORP   2025-03-12 2025-08-26
98. CARLISLE COMPANIES INC   2025-07-14 2025-08-26
249. CHEVRON CORPORATION   2025-04-03 2025-08-26
1650. CHEWY INC - CLASS A   2023-09-25 2025-08-26
2000. CISCO SYSTEMS INC   2023-08-31 2025-08-26
440. CITIGROUP INC   2025-07-31 2025-08-26
680. COLOPLAST A/S-SPONSORED ADR   2020-01-03 2025-08-26
840. COMERICA INC   2025-07-30 2025-08-26
350. COMPASS GROUP PLC-SPON ADR   2020-01-03 2025-08-26
255. CONSTELLATION ENERGY   2023-12-14 2025-08-26
780. COSTAR GROUP INC   2023-11-10 2025-08-26
550. DAIKIN INDUSTRIES-UNSPON ADR   2020-01-03 2025-08-26
37. DANAHER CORP   2025-03-17 2025-08-26
498. DANAHER CORP   2023-07-31 2025-08-26
70. DASSAULT SYS S A   2024-10-18 2025-08-26
150. DASSAULT SYS S A   2020-01-03 2025-08-26
710. DELTA AIR LINES INC - W/I   2025-08-15 2025-08-26
520. DEXCOM INC   2025-01-15 2025-08-26
374. DIAMONDBACK ENERGY INC   2025-06-04 2025-08-26
254. WALT DISNEY CO/THE   2025-02-21 2025-08-26
578. WALT DISNEY CO/THE   2024-03-20 2025-08-26
740. DOLBY LABORATORIES INC   2025-01-10 2025-08-26
1530. DOMINION ENERGY INC   2023-12-18 2025-08-26
910. E Q T CORP   2024-12-13 2025-08-26
520. E Q T CORP   2024-03-20 2025-08-26
170. EXPERIAN GROUP LTD ADR   2020-01-03 2025-08-26
807. EXXON MOBIL CORP   2025-03-17 2025-08-26
226. META PLATFORMS INC   2025-07-14 2025-08-26
793.152 FIDELITY ADV INTL SM CAP-Z   2022-07-29 2025-08-26
2320. FIRST HORIZON NATL CORP   2024-03-20 2025-08-26
3700. FORD MOTOR CO DEL   2025-06-30 2025-08-26
1740. FREEPORT-MCMORAN INC   2023-04-14 2025-08-26
128. GE VERNOVA LLC   2024-08-08 2025-08-26
430. GILEAD SCIENCES INC   2024-10-24 2025-08-26
25. GOLDMAN SACHS GROUP INC   2025-05-23 2025-08-26
159. GOLDMAN SACHS GROUP INC   2024-02-21 2025-08-26
40. HALMA PLC - UNSPON ADR   2025-04-14 2025-08-26
45. HERMES INTL-UNSPONSORED ADR   2022-07-12 2025-08-26
562. HOWMET AEROSPACE INC   2024-04-09 2025-08-26
53. HOYA CORP-SPONSORED ADR   2020-09-29 2025-08-26
149. HUBBELL INC COM   2024-08-27 2025-08-26
154. HUBBELL INC COM   2025-04-25 2025-08-26
116. HUBSPOT INC   2023-06-30 2025-08-26
88. IDEXX LABS INC   2025-07-21 2025-08-26
403. ILLUMINA INC   2023-07-31 2025-08-26
860. INDITEX-UNSPON ADR   2020-01-03 2025-08-26
220. INFINEON TECHNOLOGIES AG   2024-01-18 2025-08-26
211. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-08-26
390. INTERNATIONAL PAPER CO   2024-09-12 2025-08-26
760. INTERNATIONAL PAPER CO   2024-07-25 2025-08-26
86. INTUITIVE SURGICAL INC   2024-04-25 2025-08-26
11770. ISHARES DJ SELECT DIVIDEND INDEX FD   2020-01-31 2025-08-26
14480. ISHARES CORE S&P MID-CAP ETF   2025-01-15 2025-08-26
15480. ISHARES CORE S&P MID-CAP ETF   2018-04-10 2025-08-26
2755. ISHARES CORE S&P SMALL-CAP ETF   2024-08-12 2025-08-26
6167. ISHARES CORE MSCI EAFE ETF   2024-08-12 2025-08-26
537. J P MORGAN CHASE & CO   2019-07-18 2025-08-26
70. JARDINE MATHESON HLDGS LTD   2020-01-03 2025-08-26
22452.6625 J H III-DISCIPLINED VAL-R6   2022-07-29 2025-08-26
392. JOHNSON & JOHNSON   2025-01-29 2025-08-26
496. JOHNSON & JOHNSON   2025-03-10 2025-08-26
2900. KENVUE INC   2024-03-20 2025-08-26
260. KONE OYJ-B-UNSPONSORED ADR   2020-01-03 2025-08-26
30. L OREAL CO ADR   2025-01-06 2025-08-26
30. L OREAL CO ADR   2025-04-01 2025-08-26
40. L OREAL CO ADR   2019-08-19 2025-08-26
90. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-08-26
309. L3HARRIS TECHNOLOGIES INC   2024-03-20 2025-08-26
71. LVMH MOET HENNESSY LOUIS   2020-01-03 2025-08-26
246. LABCORP HOLDINGS INC   2024-06-12 2025-08-26
1280. LAS VEGAS SANDS CORP   2022-06-10 2025-08-26
610. ESTEE LAUDER COMPANIES INC CL A   2025-07-02 2025-08-26
110. LONZA GROUP AG-UNSPON ADR   2021-08-26 2025-08-26
240. MARATHON PETROLEUM CORP   2023-12-14 2025-08-26
102. MASTERCARD INC   2025-06-24 2025-08-26
280. MERCK KGAA-SPONSORED ADR   2021-05-06 2025-08-26
1286. MICROSOFT CORPORATION   2019-06-24 2025-08-26
185. MONGODB INC   2024-11-26 2025-08-26
60. NATIONAL GRID PLC-SP ADR   2025-06-26 2025-08-26
66. NETFLIX COM INC   2023-06-30 2025-08-26
2744.624 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-08-12 2025-08-26
1130. NEWMONT CORPORATION   2025-02-06 2025-08-26
120. NOMURA RESH INST LTD   2025-05-13 2025-08-26
110. NOVO NORDISK A/S ADR   2020-01-03 2025-08-26
4473. NVIDIA CORP   2023-02-09 2025-08-26
810. OMNICOM GROUP INC   2024-05-07 2025-08-26
355. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-08-26
339. PHILLIPS 66   2024-03-20 2025-08-26
323. REPLIGEN CORP   2023-08-31 2025-08-26
190. ROCHE HLDG LTD SPONSORED ADR   2016-06-27 2025-08-26
300. SMC CORP-SPONSORED ADR   2020-01-03 2025-08-26
70. SAGE GROUP PLC-UNSPON ADR   2024-09-24 2025-08-26
60. SAGE GROUP PLC-UNSPON ADR   2024-06-18 2025-08-26
36. SAP SE   2013-05-21 2025-08-26
110. SCHNEIDER ELECT SA-UNSP ADR   2025-06-26 2025-08-26
450. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-26
72. SERVICENOW INC   2025-01-10 2025-08-26
13. SERVICENOW INC   2025-03-17 2025-08-26
810. SGS SOC GEN SURVEILLANCE-ADR   2020-01-03 2025-08-26
230. SHIN ETSU CHEM-UNSPON ADR   2025-04-01 2025-08-26
260. SHIN ETSU CHEM-UNSPON ADR   2020-01-03 2025-08-26
534. SHOPIFY INC-A W/I   2025-01-10 2025-08-26
500. BLOCK INC   2023-06-30 2025-08-26
93. SYNOPSYS INC   2025-03-20 2025-08-26
440. SYSMEX CORP   2020-01-03 2025-08-26
2513.588 TCW EMERGING MARKETS INCOME FUND-I   2020-11-05 2025-08-26
65. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-08-26
340. TERUMO CORP-UNSPON ADR   2022-08-12 2025-08-26
110. TOTAL FINA ELF S.A. ADR   2020-01-03 2025-08-26
134. UNITED HEALTH GROUP INC   2021-06-01 2025-08-26
570. UNIVERSAL MUSIC GROUP NV   2023-10-12 2025-08-26
90. VAT GROUP AG-ADR   2025-04-01 2025-08-26
689. VERALTO CORP-W/I   2023-07-31 2025-08-26
670. VOYA FINANCIAL INC   2016-07-20 2025-08-26
1. WOLTERS KLUWER N V SPONSORED ADR   2024-09-24 2025-08-26
48. WOLTERS KLUWER N V SPONSORED ADR   2023-10-12 2025-08-26
120. AON PLC/IRELAND A   2024-07-23 2025-08-26
672. CRH PLC   2023-09-25 2025-08-26
1470. MEDTRONIC PLC   2024-01-08 2025-08-26
241. RENAISSANCERE HLDGS LTD   2023-12-14 2025-08-26
166. TRANE TECHNOLOGIES PLC   2016-06-06 2025-08-26
130. ALCON INC   2025-03-17 2025-08-26
570. ALCON INC   2024-06-12 2025-08-26
60. SPOTIFY TECHNOLOGY SA   2025-04-29 2025-08-26
4. ASM INTERNATIONAL N.V.   2024-10-18 2025-08-26
8. ASM INTERNATIONAL N.V.   2022-08-09 2025-08-26
16. A S M L HOLDING NV-NY REG SHS   2020-01-03 2025-08-26
26. FERRARI NV - W/I   2022-04-11 2025-08-26
181. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-08-26
25000. FREDDIE MAC 4.05% 8/28/25   2022-08-10 2025-08-28
90. INFINEON TECHNOLOGIES AG   2024-01-18 2025-08-29
660. ISHARES MSCI EMERGING MARKETS EX   2025-08-26 2025-09-08
7760. ISHARES MSCI EMERGING MARKETS EX   2024-08-12 2025-09-08
8. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-09-11
26725.4 U S TREASURY INFLATI 0.375% 1/15/27   2023-10-10 2025-09-12
25000. U S TREASURY NOTE 5.0% 12/31/26   2025-08-26 2025-09-12
29.15 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-09-16
670. SMC CORP-SPONSORED ADR   2020-01-03 2025-09-16
7. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-09-23
10000. BRISTOL-MYERS SQUIBB 0.75% 11/13/25   2020-11-09 2025-09-24
15000. U S TREASURY NOTE 5.0% 12/31/26   2025-08-26 2025-09-24
332.09 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-09-25
6. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-10-07
30. AMADEUS IT HOLDING-UNSP ADR   2023-01-18 2025-10-10
70. KONE OYJ-B-UNSPONSORED ADR   2020-01-03 2025-10-10
180. SGS SOC GEN SURVEILLANCE-ADR   2020-01-03 2025-10-10
7. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-10-14
29.21 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-10-16
15000. BROADCOM CRP / CAYMN 3.875% 1/15/27   2025-08-26 2025-10-23
15000. BROADCOM CRP / CAYMN 3.875% 1/15/27   2023-05-30 2025-10-23
259.55 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-10-25
80. ABB LTD-SPON ADR   2025-05-01 2025-11-06
5. A S M L HOLDING NV-NY REG SHS   2020-01-03 2025-11-07
15000. ROYAL BANK OF CANADA 4.65% 1/27/26   2016-01-22 2025-11-12
29.27 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-11-16
15000. JPMORGAN CHASE & CO 2.947% 2/24/28   2025-08-26 2025-11-19
25000. JPMORGAN CHASE & CO 2.947% 2/24/28   2023-04-27 2025-11-19
30. CANADIAN NATL RY CO   2025-04-01 2025-11-25
130. CANADIAN NATL RY CO   2020-09-17 2025-11-25
267.14 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-11-25
965. SYSMEX CORP   2020-01-03 2025-11-26
1350.772 G Q G PART EMERG MKTS EQ-INST   2020-01-10 2025-12-03
10. ATLAS COPCO AB-SPON ADR "B"   2022-11-03 2025-12-03
96.157 BNY MELLON DEVELOPED MARKETS REAL   2012-04-23 2025-12-03
38.169 BNYM FLTNG RT INC-Y   2024-08-12 2025-12-03
10. CAPCOM CO LTD - ADR UNSPON   2025-09-16 2025-12-03
792.719 FULLTHALER BEH S/C GRW-R6   2025-08-26 2025-12-03
1352.591 CAUSEWAY INTL VALUE FD INST   2025-08-26 2025-12-03
10. COLOPLAST A/S-SPONSORED ADR   2020-01-03 2025-12-03
10. COMPASS GROUP PLC-SPON ADR   2020-01-03 2025-12-03
10. DAIKIN INDUSTRIES-UNSPON ADR   2020-01-03 2025-12-03
1. HOYA CORP-SPONSORED ADR   2020-09-29 2025-12-03
10. INDITEX-UNSPON ADR   2020-01-03 2025-12-03
796. ISHARES CORE S&P 500 ETF   2025-08-26 2025-12-03
2709. ISHARES 1-3 YEAR TREASURY BOND ETF   2025-08-26 2025-12-03
169. ISHARES CORE MSCI EAFE ETF   2024-08-12 2025-12-03
547. ISHARES CORE MSCI EMERGING   2025-09-08 2025-12-03
1. LVMH MOET HENNESSY LOUIS   2020-01-03 2025-12-03
10. LONZA GROUP AG-UNSPON ADR   2021-08-26 2025-12-03
10. MERCK KGAA-SPONSORED ADR   2021-05-06 2025-12-03
1503.716 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-08-12 2025-12-03
10. ROCHE HLDG LTD SPONSORED ADR   2018-07-18 2025-12-03
10. SGS SOC GEN SURVEILLANCE-ADR   2020-01-03 2025-12-03
1. TAIWAN SEMICONDUCTOR ADR   2019-07-22 2025-12-03
10. TOTAL FINA ELF S.A. ADR   2020-01-03 2025-12-03
10. UNIVERSAL MUSIC GROUP NV   2023-10-12 2025-12-03
29.33 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2025-12-16
256.25 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-12-25
283.43 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2025-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 5,046   1,024 4,022
b 29,324   30,000 -676
c 25,000   24,993 7
d 4,621   5,004 -383
e 4,299   4,079 220
56,957   42,156 14,801
53,730   42,768 10,962
27,390   26,581 809
19,157   13,155 6,002
80,500   72,001 8,499
29,661   31,387 -1,726
29,620   37,685 -8,065
25,707   26,754 -1,047
10,326   9,763 563
19,998   19,723 275
5,007   4,955 52
470,188   462,746 7,442
448,557   384,851 63,706
15,000   15,754 -754
45,921   48,657 -2,736
11,867   12,065 -198
32   31 1
58,545   66,249 -7,704
44,363   45,883 -1,520
23,087   26,789 -3,702
15,012   14,865 147
39,861   39,282 579
19,171   19,978 -807
32   31 1
25,889   10,188 15,701
305   296 9
4,813   4,772 41
14,282   14,983 -701
499,926   379,682 120,244
14,676   15,010 -334
4,995   4,902 93
20,000   19,997 3
34,643   22,516 12,127
15,000   15,152 -152
18,633   6,124 12,509
89,631   67,252 22,379
10,000   10,240 -240
33   31 2
29,930   36,483 -6,553
62,643   41,152 21,491
71,171   47,829 23,342
4,994   5,083 -89
35,889   55,544 -19,655
309   300 9
20,000   21,391 -1,391
14,521   14,702 -181
5,000   5,000  
11,110   13,740 -2,630
110   116 -6
26,337   11,573 14,764
40,000   40,008 -8
34,426   39,389 -4,963
14,427   14,983 -556
4,800   4,994 -194
10,131   10,375 -244
34,228   44,538 -10,310
9,984   6,058 3,926
4,513   4,505 8
144,745   166,801 -22,056
4,768   3,069 1,699
5,381   5,319 62
24,822   38,588 -13,766
14,193   13,606 587
33   31 2
11,740   11,284 456
23,481   22,009 1,472
315   306 9
72,372   85,534 -13,162
14,470   7,102 7,368
21,881   39,766 -17,885
4,810   4,994 -184
18,354   19,962 -1,608
4,922   7,223 -2,301
5,495   8,531 -3,036
24,052   25,000 -948
4,992   4,902 90
4,979   5,011 -32
25,083   24,942 141
15,023   14,934 89
5,636   7,389 -1,753
2,226   2,861 -635
3,195   4,574 -1,379
6,362   8,011 -1,649
33   31 2
19,634   19,735 -101
3,864   3,476 388
15,165   14,599 566
109   137 -28
5,891   7,571 -1,680
277   270 7
41,882   18,620 23,262
10,000   11,489 -1,489
5,003   5,027 -24
28,876   36,324 -7,448
10,516   14,836 -4,320
3,741   1,554 2,187
2,452   1,590 862
33   31 2
44,454   17,072 27,382
28,078   10,744 17,334
10,033   10,696 -663
58,126   50,004 8,122
320   312 8
10,071   10,504 -433
50,574   43,437 7,137
52,676   35,638 17,038
25,000   25,000  
42,217   33,074 9,143
42,381   25,706 16,675
5,249   3,751 1,498
4,037   1,450 2,587
10,300   10,106 194
20,773   14,962 5,811
12,197   1,694 10,503
41,632   25,628 16,004
33   31 2
3,297   623 2,674
21,215   15,336 5,879
4,136   5,075 -939
45,772   55,780 -10,008
267   259 8
12   11 1
35,847   40,337 -4,490
14,034   24,734 -10,700
20,722   30,530 -9,808
18,512   6,987 11,525
22,058   19,174 2,884
3,149   3,134 15
3,256   3,258 -2
210,471   212,483 -2,012
30,585   8,268 22,317
30,000   30,000  
52,752   52,889 -137
4,864   5,491 -627
2,894   2,214 680
14,111   14,182 -71
75,536   47,595 27,941
1,242   1,180 62
325   317 8
5,377   5,224 153
1,513   1,168 345
9,834   8,860 974
127,592   79,287 48,305
3,911   6,480 -2,569
9,474   5,359 4,115
32,318   79,323 -47,005
4,137   3,253 884
352,271   194,185 158,086
8,382   6,839 1,543
54,222   40,711 13,511
360,187   212,343 147,844
23,944   20,423 3,521
42,109   15,772 26,337
23,983   21,588 2,395
55,960   54,443 1,517
419,545   309,077 110,468
40,468   48,730 -8,262
57,934   57,955 -21
30,683   30,016 667
6,602   5,249 1,353
25,554   35,237 -9,683
68,639   50,738 17,901
173,554   184,124 -10,570
796   692 104
602,924   599,668 3,256
67,285   51,590 15,695
60,359   45,942 14,417
42,766   37,878 4,888
192,859   138,720 54,139
37,762   36,623 1,139
1,103,607   1,120,528 -16,921
48,993   50,931 -1,938
54,757   41,169 13,588
56,542   37,380 19,162
55,547   44,169 11,378
6,261   8,736 -2,475
56,864   56,412 452
6,764   7,516 -752
58,849   47,447 11,402
38,647   40,525 -1,878
39,167   36,487 2,680
67,392   29,958 37,434
136,410   104,083 32,327
41,587   41,780 -193
6,482   8,233 -1,751
58,012   57,015 997
12,041   8,655 3,386
80,218   29,679 50,539
70,416   64,753 5,663
7,184   7,809 -625
7,616   7,893 -277
102,504   112,645 -10,141
2,147   2,534 -387
4,602   4,956 -354
42,828   42,809 19
39,752   42,175 -2,423
53,601   53,263 338
30,002   27,613 2,389
68,272   66,534 1,738
54,774   58,135 -3,361
91,299   74,794 16,505
46,351   41,384 4,967
26,487   17,493 8,994
8,720   5,661 3,059
89,608   92,138 -2,530
170,439   164,426 6,013
29,561   21,613 7,948
52,529   35,053 17,476
43,674   40,183 3,491
76,451   78,676 -2,225
79,158   22,497 56,661
49,402   38,222 11,180
18,487   15,013 3,474
117,576   61,405 56,171
3,559   2,828 731
10,862   4,994 5,868
97,913   37,044 60,869
6,920   5,981 939
65,781   62,097 3,684
67,988   59,115 8,873
53,973   61,698 -7,725
56,656   45,805 10,851
40,308   60,307 -19,999
10,848   7,597 3,251
9,302   8,341 961
37,647   35,698 1,949
19,048   18,658 390
37,120   35,179 1,941
40,142   36,518 3,624
1,660,909   1,271,713 389,196
942,358   928,320 14,038
1,007,438   633,501 373,937
325,123   299,711 25,412
528,478   443,578 84,900
158,337   69,215 89,122
4,027   3,984 43
561,317   500,000 61,317
68,985   59,348 9,637
87,287   85,988 1,299
61,027   58,954 2,073
8,118   8,478 -360
2,766   2,112 654
2,766   2,296 470
3,687   2,120 1,567
24,968   20,614 4,354
85,725   65,851 19,874
8,037   6,610 1,427
68,202   49,882 18,320
72,388   47,467 24,921
54,368   53,804 564
7,894   9,235 -1,341
41,428   35,732 5,696
60,413   56,561 3,852
7,048   10,268 -3,220
648,402   302,840 345,562
39,558   62,303 -22,745
4,255   4,460 -205
80,446   29,068 51,378
63,373   54,810 8,563
81,324   50,744 30,580
4,770   4,799 -29
6,038   3,131 2,907
808,764   135,945 672,819
63,900   76,902 -13,002
58,867   36,116 22,751
44,039   53,288 -9,249
39,283   50,347 -11,064
7,625   5,766 1,859
4,573   6,995 -2,422
4,094   3,872 222
3,509   3,319 190
9,716   2,893 6,823
5,409   5,929 -520
43,480   33,211 10,269
62,581   74,137 -11,556
11,299   11,041 258
8,158   8,883 -725
3,598   3,271 327
4,067   2,895 1,172
75,055   57,684 17,371
38,993   33,058 5,935
55,694   41,712 13,982
5,672   10,308 -4,636
17,092   20,476 -3,384
15,469   2,893 12,576
6,071   5,916 155
6,776   6,100 676
41,018   62,467 -21,449
8,164   8,389 -225
3,052   3,220 -168
73,642   58,109 15,533
50,663   34,292 16,371
130   175 -45
6,226   6,747 -521
44,260   36,016 8,244
76,130   50,708 25,422
135,170   125,360 9,810
59,087   46,636 12,451
69,896   13,741 56,155
10,567   11,721 -1,154
46,331   52,617 -6,286
41,189   34,433 6,756
1,907   2,261 -354
3,813   2,380 1,433
12,143   4,772 7,371
12,149   5,774 6,375
63,345   37,509 25,836
25,000   25,006 -6
3,683   3,323 360
42,613   42,219 394
501,029   455,558 45,471
2,079   356 1,723
26,545   24,908 1,637
25,181   25,146 35
29   28 1
10,137   15,623 -5,486
1,973   312 1,661
9,953   9,984 -31
15,101   15,088 13
332   324 8
1,818   267 1,551
2,349   1,865 484
2,286   2,283 3
1,917   1,953 -36
2,067   312 1,755
29   28 1
15,003   14,755 248
15,003   14,594 409
260   253 7
5,581   4,276 1,305
5,113   1,491 3,622
15,012   16,176 -1,164
29   28 1
14,776   14,408 368
24,627   23,548 1,079
2,767   2,937 -170
11,992   13,892 -1,900
267   261 6
9,432   19,977 -10,545
24,449   21,096 3,353
156   95 61
846   726 120
417   422 -5
115   138 -23
43,679   39,462 4,217
33,355   31,637 1,718
89   121 -32
311   247 64
126   142 -16
151   113 38
156   88 68
546,793   514,296 32,497
224,319   224,630 -311
15,021   12,156 2,865
36,580   34,524 2,056
147   93 54
691   835 -144
279   344 -65
38,119   30,029 8,090
490   293 197
112   108 4
295   45 250
666   555 111
124   135 -11
29   28 1
256   250 6
283   277 6
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
      211,135
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       4,022
b       -676
c       7
d       -383
e       220
      14,801
      10,962
      809
      6,002
      8,499
      -1,726
      -8,065
      -1,047
      563
      275
      52
      7,442
      63,706
      -754
      -2,736
      -198
      1
      -7,704
      -1,520
      -3,702
      147
      579
      -807
      1
      15,701
      9
      41
      -701
      120,244
      -334
      93
      3
      12,127
      -152
      12,509
      22,379
      -240
      2
      -6,553
      21,491
      23,342
      -89
      -19,655
      9
      -1,391
      -181
       
      -2,630
      -6
      14,764
      -8
      -4,963
      -556
      -194
      -244
      -10,310
      3,926
      8
      -22,056
      1,699
      62
      -13,766
      587
      2
      456
      1,472
      9
      -13,162
      7,368
      -17,885
      -184
      -1,608
      -2,301
      -3,036
      -948
      90
      -32
      141
      89
      -1,753
      -635
      -1,379
      -1,649
      2
      -101
      388
      566
      -28
      -1,680
      7
      23,262
      -1,489
      -24
      -7,448
      -4,320
      2,187
      862
      2
      27,382
      17,334
      -663
      8,122
      8
      -433
      7,137
      17,038
       
      9,143
      16,675
      1,498
      2,587
      194
      5,811
      10,503
      16,004
      2
      2,674
      5,879
      -939
      -10,008
      8
      1
      -4,490
      -10,700
      -9,808
      11,525
      2,884
      15
      -2
      -2,012
      22,317
       
      -137
      -627
      680
      -71
      27,941
      62
      8
      153
      345
      974
      48,305
      -2,569
      4,115
      -47,005
      884
      158,086
      1,543
      13,511
      147,844
      3,521
      26,337
      2,395
      1,517
      110,468
      -8,262
      -21
      667
      1,353
      -9,683
      17,901
      -10,570
      104
      3,256
      15,695
      14,417
      4,888
      54,139
      1,139
      -16,921
      -1,938
      13,588
      19,162
      11,378
      -2,475
      452
      -752
      11,402
      -1,878
      2,680
      37,434
      32,327
      -193
      -1,751
      997
      3,386
      50,539
      5,663
      -625
      -277
      -10,141
      -387
      -354
      19
      -2,423
      338
      2,389
      1,738
      -3,361
      16,505
      4,967
      8,994
      3,059
      -2,530
      6,013
      7,948
      17,476
      3,491
      -2,225
      56,661
      11,180
      3,474
      56,171
      731
      5,868
      60,869
      939
      3,684
      8,873
      -7,725
      10,851
      -19,999
      3,251
      961
      1,949
      390
      1,941
      3,624
      389,196
      14,038
      373,937
      25,412
      84,900
      89,122
      43
      61,317
      9,637
      1,299
      2,073
      -360
      654
      470
      1,567
      4,354
      19,874
      1,427
      18,320
      24,921
      564
      -1,341
      5,696
      3,852
      -3,220
      345,562
      -22,745
      -205
      51,378
      8,563
      30,580
      -29
      2,907
      672,819
      -13,002
      22,751
      -9,249
      -11,064
      1,859
      -2,422
      222
      190
      6,823
      -520
      10,269
      -11,556
      258
      -725
      327
      1,172
      17,371
      5,935
      13,982
      -4,636
      -3,384
      12,576
      155
      676
      -21,449
      -225
      -168
      15,533
      16,371
      -45
      -521
      8,244
      25,422
      9,810
      12,451
      56,155
      -1,154
      -6,286
      6,756
      -354
      1,433
      7,371
      6,375
      25,836
      -6
      360
      394
      45,471
      1,723
      1,637
      35
      1
      -5,486
      1,661
      -31
      13
      8
      1,551
      484
      3
      -36
      1,755
      1
      248
      409
      7
      1,305
      3,622
      -1,164
      1
      368
      1,079
      -170
      -1,900
      6
      -10,545
      3,353
      61
      120
      -5
      -23
      4,217
      1,718
      -32
      64
      -16
      38
      68
      32,497
      -311
      2,865
      2,056
      54
      -144
      -65
      8,090
      197
      4
      250
      111
      -11
      1
      6
      6
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,100,497
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 63,447
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 63,447
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 63,447
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 76,756
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 76,756
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 13,309
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax13,309 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. (215) 553-6907

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
136,886    
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
22,387,724
b
Average of monthly cash balances.......................
1b
378,650
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,766,374
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
22,766,374
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
341,496
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,424,878
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,121,244
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
1,121,244
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
63,447
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
63,447
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,057,797
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,057,797
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
1,057,797
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,805,160
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,805,160
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 1,057,797
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 187,605
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: $ 1,805,160
a Applied to 2024, but not more than line 2a 187,605
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..... 1,057,797
e Remaining amount distributed out of corpus 559,758
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 5 559,758
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
559,758
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 .... 559,758
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

GUTHRIE FDN FOR MEDICAL RESEACH

GUTHRIE SQUARE
SAYRE,PA18840
NONE   GENERAL OPERATING 1,750,406
Total ................................. 3a 1,750,406
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 ....     14 559,895  
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 4,100,497  
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) ..   4,660,392  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,660,392
(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:
GUTHRIE EMILY B-FDN FOR MED RES-TR
EIN:
23-6632667
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP COM      
845437BR2 SOUTHWESTERN ELECTRI AT COST 15,000 14,990
91324P102 UNITED HEALTH GROUP      
21684AAF3 COOPERATIEVE RABOBAN AT COST 39,763 39,908
771195104 ROCHE HLDG LTD SPONS AT COST 9,385 21,659
001317205 AIA GROUP LTD AT COST 12,874 29,542
307305102 FANUC LTD-UNSP ADR      
502117203 L OREAL CO ADR AT COST 5,145 20,556
46625H100 J P MORGAN CHASE & C      
929089100 VOYA FINANCIAL INC      
25470DAL3 DISCOVERY COMMUNICAT      
464287507 ISHARES TR S&P MIDCA      
02079K305 ALPHABET INC/CA      
023135106 AMAZON COM INC      
037833100 APPLE INC      
912828V98 UNITED STATES TREAS AT COST 25,789 24,654
026874784 AMERICAN INTERNATION      
84756NAF6 SPECTRA ENERGY PARTN      
833034AK7 SNAP-ON INC      
74052BAA5 PREMIER HEALTH PART AT COST 25,000 24,691
780082AD5 ROYAL BANK OF CANADA      
912828V49 U S TREASURY INFLATI      
682680AS2 ONEOK INC AT COST 25,268 24,971
060505104 BANK OF AMERICA CORP      
66987V109 NOVARTIS AG SPNSRD A      
803054204 SAP SE AT COST 6,235 19,190
89151E109 TOTAL FINA ELF S.A.      
25243Q205 DIAGEO PLC SPON ADR      
05569M368 BNY MELLON CORP BOND AT COST 528,411 535,584
13063DGB8 CALIFORNIA ST      
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 41,088 40,806
912828YB0 UNITED STATES TREASU AT COST 39,843 37,339
9128285M8 U S TREASURY NOTE AT COST 75,003 74,162
912828YG9 UNITED STATES TREAS      
12572Q105 CME GROUP INC      
337738AU2 FISERV INC AT COST 34,826 33,941
42225UAD6 HEALTHCARE TRUST OF AT COST 10,366 9,946
05588E850 BNY MELLON HIGH YIEL AT COST 109,094 114,516
05588F709 BNY MELLON DEVELOPED AT COST 198,219 221,748
092113AR0 BLACK HILLS CORP AT COST 15,033 14,315
874039100 TAIWAN SEMICONDUCTOR AT COST 5,252 35,859
9128286T2 UNITED STATES TREAS AT COST 53,876 52,881
91412HFG3 UNIVERSITY OF CALIFO AT COST 25,000 24,661
110122DN5 BRISTOL-MYERS SQUIBB      
237545108 DASSAULT SYS S A AT COST 21,381 18,846
912828ZB9 TREASURY NOTE AT COST 30,857 29,192
23381B106 DAIKIN INDUSTRIES-UN AT COST 16,083 15,300
254687FX9 WALT DISNEY COMPANY/ AT COST 39,261 37,415
19624Y200 COLOPLAST A/S-SPONSO AT COST 23,034 17,595
912828ZE3 U S TREASURY NOTE AT COST 5,004 4,827
30215C101 EXPERIAN GROUP LTD A AT COST 11,987 16,261
50048H101 KONE OYJ-B-UNSPONSOR AT COST 15,379 18,054
78445W306 SMC CORP-SPONSORED A      
818800104 SGS SOC GEN SURVEILL AT COST 15,940 18,110
3134GWND4 FREDDIE MAC      
20449X401 COMPASS GROUP PLC-SP AT COST 17,355 24,312
009126202 AIR LIQUIDE ADR AT COST 11,743 18,930
87184P109 SYSMEX CORP      
443251103 HOYA CORP-SPONSORED AT COST 12,955 17,440
455793109 INDITEX-UNSPON ADR AT COST 16,171 31,185
548661DX2 LOWE'S COS INC 1.3% AT COST 28,656 28,292
031162CT5 AMGEN INC AT COST 34,253 34,335
872540AV1 T J X COS I 1.15% 5/      
87234N765 TCW EMERGING MARKETS AT COST 474,099 461,390
824551105 SHIN ETSU CHEM-UNSPO AT COST 11,803 16,430
22160KAP0 COSTCO WHOLESALE COR AT COST 37,464 36,232
00687A107 ADIDAS AG AT COST 14,886 12,356
00766Y513 CHAMPLAIN MID CAP FU      
78355HKQ1 RYDER SYSTEM INC      
12637N204 C S L LTD-SPONSORED AT COST 20,727 13,248
278642AV5 EBAY INC      
N07059210 A S M L HOLDING NV-N AT COST 8,649 31,026
136375102 CANADIAN NATL RY CO      
G8994E103 TRANE TECHNOLOGIES P      
502441306 LVMH MOET HENNESSY L AT COST 14,430 23,376
670100205 NOVO NORDISK A/S ADR AT COST 7,088 12,669
00771X419 G Q G PART EMERG MKT AT COST 529,996 547,280
471115402 JARDINE MATHESON HLD AT COST 8,777 10,936
464287168 ISHARES DJ SELECT DI      
18946Q101 CLP HOLDINGS LTD      
3136G4H63 FEDERAL NATL MTG ASS      
626425102 MURATA MANUFACTURING      
341271AE4 STATE BOARD OF ADMIN AT COST 25,000 24,252
64990FD76 NEW YORK ST DORM AT COST 15,000 14,384
036752AJ2 ANTHEM INC      
54338V101 LONZA GROUP AG-UNSPO AT COST 16,129 16,126
09260B382 BLACKROCK STRAT INC      
91282CBJ9 UNITED STATES TREAS AT COST 49,801 47,276
91282CDK4 U S TREASURY NOTE      
38141GYM0 GOLDMAN SACHS GROUP      
14913R2K2 CATERPILLAR FINL SER AT COST 9,977 9,951
24422EVR7 JOHN DEERE CAPITAL C AT COST 19,967 19,753
589339209 MERCK KGAA-SPONSORED AT COST 19,438 17,782
05587N851 BNYM GLBL DYN BND IN      
04636NAA1 ASTRAZENECA FINANCE AT COST 15,017 14,847
91282CCS8 UNITED STATES TREAS AT COST 24,379 21,780
91282CCV1 U S TREASURY NOTE AT COST 24,682 23,485
369550BN7 GENERAL DYNAMICS COR      
579780AR8 MCCORMICK & CO 0.9%      
91282CFJ5 WI TREASURY SEC. AT COST 73,660 73,735
38378BT82 GOVERNMENT NATIONAL AT COST 8,049 7,221
049255805 ATLAS COPCO AB-SPON AT COST 9,766 16,800
42225UAK0 HEALTHCARE TRUST OF AT COST 4,953 4,933
47803U640 JOHN HANCOCK III-DIS      
88156J105 TERUMO CORP-UNSPON A AT COST 15,522 13,630
3130ARDV0 FEDERAL HOME BANK LO AT COST 25,000 24,826
91282CFC0 U S TREASURY NOTE AT COST 29,331 29,013
00206R102 AT&T INC      
91282CDJ7 U S TREASURY NOTE AT COST 24,418 21,777
517834107 LAS VEGAS SANDS CORP      
42751Q105 HERMES INTL-UNSPONSO AT COST 11,097 24,800
3134GXS54 FREDDIE MAC      
126650CX6 C V S HEALTH CORP AT COST 20,180 20,066
N07045102 ASM INTERNATIONAL N. AT COST 7,835 16,896
91282CFV8 U S TREASURY N/B AT COST 76,350 75,859
31618H283 FIDELITY ADV INTL SM AT COST 288,415 384,337
91282CFB2 US TREASURY N/B AT COST 34,291 34,605
N3167Y103 FERRARI NV - W/I AT COST 12,659 21,065
91282CFY2 US TREASURY N/B AT COST 29,517 30,251
05569M780 BNY MELLON S/T US GV      
91282CEP2 U S TRESURY NOTE AT COST 32,845 33,001
020002101 ALLSTATE CORP COM      
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 37,614 38,791
016255101 ALIGN TECHNOLOGY INC      
02263T104 AMADEUS IT HOLDING-U AT COST 12,840 15,429
038222105 APPLIED MATERIALS IN      
04621X108 ASSURANT INC      
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I      
097023CY9 BOEING CO AT COST 20,113 20,550
11134LAH2 BROADCOM CRP / CAYMN      
16679L109 CHEWY INC - CLASS A      
17275R102 CISCO SYS INC      
21037T109 CONSTELLATION ENERGY      
22160N109 COSTAR GROUP INC      
235851102 DANAHER CORP COMMON      
25746U109 DOMINION RES INC VA      
3132CW5R1 FHLMC SB0856 AT COST 14,561 14,696
35671D857 FREEPORT-MCMORAN COP      
443573100 HUBSPOT INC      
452327109 ILLUMINA INC      
46120E602 INTUITIVE SURGICAL I      
46647PCW4 JPMORGAN CHASE & CO      
56585A102 MARATHON PETROLEUM C      
61744YAP3 MORGAN STANLEY AT COST 38,152 39,774
64110L106 NETFLIX COM INC      
651639106 NEWMONT MINING CORP      
67066G104 NVIDIA CORP      
716973AE2 PFIZER INVESTMENT EN AT COST 30,020 30,318
759916109 REPLIGEN CORP      
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
902613AX6 UBS GROUP AG      
90353T100 UBER TECHNOLOGIES IN      
91282CFP1 UNITED STATES TREASU      
91282CFW6 U S TREASURY N/B      
91282CFZ9 US TREASURY N/B AT COST 29,922 30,213
91282CGB1 US TREASURY N/B AT COST 75,726 75,636
91282CGC9 US TREASURY N/B AT COST 44,880 45,336
91282CGL9 US TREASURY NOTE      
91282CGM7 UNITED STATES TREAS AT COST 63,166 63,170
91282CGS4 UNITED STATES TREAS AT COST 14,092 14,972
91282CHC8 US TREASURY N/B AT COST 81,904 81,716
91282CHF1 UNITED STATES TREAS AT COST 4,965 5,012
91282CHR5 UNITED STATES TREAS AT COST 75,308 75,953
91282CHT1 U S ETREASURY NOTE AT COST 71,250 74,376
91282CHW4 U S TREASURY NOTE AT COST 39,657 40,703
91282CJA0 UNITED STATES TREAS AT COST 76,621 77,121
91282CJM4 U S ETREASURY NOTE AT COST 77,128 77,159
91377B109 UNIVERSAL MUSIC GROU AT COST 16,545 16,170
92338C103 VERALTO CORP-W/I      
977874205 WOLTERS KLUWER N V S AT COST 17,483 14,395
G25508105 CRH PLC      
G7496G103 RENAISSANCERE HLDGS      
00206RGQ9 AT&T INC AT COST 40,073 40,050
00914AAV4 AIR LEASE CORP AT COST 25,385 25,382
025816DP1 AMERICAN EXPRESS CO AT COST 29,916 30,349
02665WFU0 AMERICAN HONDA FINAN      
031100100 AMETEK INC NEW      
05589K400 BNYM FLTNG RT INC-Y AT COST 117,107 114,625
06051GMA4 BANK OF AMERICA CORP AT COST 45,663 46,877
06368LC53 BANK OF MONTREAL AT COST 45,633 45,575
06738EAW5 BARCLAYS PLC AT COST 34,631 35,299
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL MYERS SQUIBB      
11070TAM0 PROVINCE OF BRITISH AT COST 19,571 19,852
17275RBS0 CISCO SYSTEMS INC 4. AT COST 30,562 31,112
172967MP3 CITIGROUP INC 4.412% AT COST 39,691 39,993
20825C104 CONOCOPHILLIPS      
251526CV9 DEUTSCHE BANK NY AT COST 40,484 40,628
25278X109 DIAMONDBACK ENERGY I      
254687106 DISNEY (WALT) COMPAN      
26884L109 EQT CORP COM      
30303M8U9 META PLATFORMS INC AT COST 29,983 30,246
3133EP6X8 FEDERAL FARM CREDIT      
3133EPR80 FEDERAL FARM CR BKS      
3135GAUP4 FEDERAL NATL MTG ASS      
320517105 FIRST HORIZON NATL C      
36828A101 GE VERNOVA LLC      
37045V100 GENERAL MOTORS CO      
37045XEY8 GENERAL MOTORS FIN C AT COST 25,318 26,054
375558103 GILEAD SCIENCES INC      
38141G104 GOLDMAN SACHS GROUP      
404280CY3 HSBC HOLDINGS PLC AT COST 30,486 31,792
443201108 HOWMET AEROSPACE INC      
443510607 HUBBELL INC COM      
45662N103 INFINEON TECHNOLOGIE AT COST 14,037 17,592
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER      
464287804 ISHARES TR S & P SMA      
46432F842 ISHARES CORE MSCI EA AT COST 508,817 632,840
46434G764 ISHARES MSCI EMERGIN      
49177J102 KENVUE INC      
501187108 KUEHNE & NAGEL INTL-      
502431109 L3HARRIS TECHNOLOGIE      
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
64122Q705 NEUBERGER BERMAN INT AT COST 388,873 471,363
681919106 OMNICOM GROUP INC CO      
68389XCT0 ORACLE CORP AT COST 34,441 32,455
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66      
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
78663S201 SAGE GROUP PLC-UNSPO AT COST 15,838 16,843
87264ABW4 T-MOBILE USA INC AT COST 37,232 38,242
874060BK1 TAKEDA PHARMACEUTICA AT COST 30,465 30,950
87612EBP0 TARGET CORP AT COST 24,905 25,247
88579Y101 3M CO      
89236TLE3 TOYOTA MOTOR CREDIT AT COST 31,335 31,775
902973304 US BANCORP DEL      
91282CFM8 U S TREASURY NOTE AT COST 100,579 101,070
91282CJJ1 U S ETREASURY NOTE AT COST 77,493 77,441
91282CJQ5 U S TREASURY NOTE AT COST 34,485 35,018
91282CJZ5 U S TREASURY NOTE AT COST 49,407 49,844
91282CKA8 U S TREASURY NOTE AT COST 100,151 100,656
91282CKJ9 U S TREASURY NOTE AT COST 75,771 75,923
91282CLC3 U S TREASURY NOTE AT COST 60,666 60,776
91282CLD1 U S TREASURY NOTE AT COST 75,711 76,219
91282CLF6 U S TREASURY NOTE AT COST 59,961 59,077
91282CLH2 U S TREASURY NOTE      
91282CLX7 U S TREASURY NOTE AT COST 75,408 75,856
91324PFH0 UNITEDHEALTH GROUP I AT COST 30,282 30,752
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A      
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC      
H01301128 ALCON INC AT COST 15,065 14,974
V7780T103 ROYAL CARIBBEAN CRUI      
000375204 ABB LTD-SPON ADR AT COST 5,880 8,137
00774MBP9 AERCAP IRELAND CAP/G AT COST 25,571 25,893
10373QCA6 BP CAP MARKETS AMERI AT COST 35,018 36,107
11135FCK5 BROADCOM INC AT COST 30,651 30,481
13916V107 CAPCOM CO LTD - ADR AT COST 7,540 6,347
14064D774 FULLTHALER BEH S/C G AT COST 418,406 455,472
14949P208 CAUSEWAY INTL VALUE AT COST 786,657 790,689
174610BJ3 CITIZENS FINANCIAL G AT COST 30,231 30,827
20030NDG3 COMCAST CORP AT COST 33,395 33,944
3130B5SD1 FED HOME LOAN BANK AT COST 40,000 40,113
3133ER5H0 FED FARM CREDIT BANK AT COST 25,000 25,032
3133ETNZ6 FEDERAL FARM CREDIT AT COST 25,000 25,082
3134HA2C6 FED HOME LOAN MTG CO AT COST 35,000 35,016
38141GB60 GOLDMAN SACHS GROUP AT COST 39,965 40,546
40637C308 HALMA PLC - UNSPON A AT COST 7,069 9,505
437076DD1 HOME DEPOT INC AT COST 41,023 41,362
458140CG3 INTEL CORP AT COST 25,510 25,472
464287200 ISHARES CORE S&P 500 AT COST 9,464,071 10,033,001
464287457 ISHARES 1-3 YEAR TRE AT COST 158,377 158,186
46434G103 ISHARES CORE MSCI EM AT COST 512,056 545,356
46647PFD3 JPMORGAN CHASE & CO AT COST 39,876 39,879
47803W703 J H III DISC MID CAP AT COST 1,174,553 1,084,170
50077LBM7 KRAFT HEINZ FOODS CO AT COST 20,229 20,566
61022V107 MONOTARO CO LTD - UN AT COST 7,937 7,945
636274409 NATIONAL GRID PLC-SP AT COST 14,534 15,470
639057AS7 NATWEST GROUP PLC AT COST 29,967 30,617
65538C206 NOMURA RESH INST LTD AT COST 11,868 11,802
704326AB3 PAYCHEX INC AT COST 30,433 31,068
74256W584 PRINCIPAL MIDCAP FUN AT COST 1,207,848 1,087,374
78017DAQ1 ROYAL BANK OF CANADA AT COST 19,945 19,902
80282KBQ8 SANTANDER HOLDINGS U AT COST 35,708 36,217
80687P106 SCHNEIDER ELECT SA-U AT COST 13,909 15,382
871607AD9 SYNOPSYS INC AT COST 30,266 30,633
91282CGP0 U S TREASURY NOTE AT COST 75,653 75,782
91282CKC4 U S TREASURY NOTES AT COST 76,629 76,726
91282CKG5 U S TREAS 3/31/2029 AT COST 76,143 76,242
91282CLZ2 U S TREASURY NOTE AT COST 25,305 25,376
91282CME8 U S TREASURY NOTE AT COST 60,352 60,419
91282CMH1 U S TREASURY NOTE AT COST 90,071 90,559
91282CMP3 U S TREASURY NOTE AT COST 5,020 5,034
91282CMZ1 U S TREASURY NOTE AT COST 49,531 50,391
91282CNR8 U S TREASURY NOTE AT COST 74,958 75,392
91282CNT4 U S TREASURY NOTE AT COST 49,969 50,360
91282CNX5 U S TREASURY NOTE AT COST 50,010 49,823
92243F100 VAT GROUP AG-ADR AT COST 7,156 9,716
92343VGJ7 VERIZON COMMUNICATIO AT COST 26,884 27,396
95000U3A9 WELLS FARGO & CO AT COST 35,102 35,392
F92124100 TOTALENERGIES SE AT COST 12,384 15,701

TY 2025 OtherDecreasesSchedule
Name:
GUTHRIE EMILY B-FDN FOR MED RES-TR
EIN:
23-6632667
Description Amount
CY PURCHASE OF ACCRUED INTEREST 2,716
CY PENDING SALES 7
ROC ADJ ON CY SALES 38
COST BASIS ADJUSTMENT 334


TY 2025 OtherExpensesSchedule
Name:
GUTHRIE EMILY B-FDN FOR MED RES-TR
EIN:
23-6632667
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1,689 1,689   0


TY 2025 OtherIncreasesSchedule
Name:
GUTHRIE EMILY B-FDN FOR MED RES-TR
EIN:
23-6632667
Description Amount
MUTUAL FUND TIMING ADJ 6,235
PY PURCHASE OF ACCRUED INTEREST 946


TY 2025 TaxesSchedule
Name:
GUTHRIE EMILY B-FDN FOR MED RES-TR
EIN:
23-6632667
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 8,477 8,477   0
FEDERAL ESTIMATES - PRINCIPAL 75,116 0   0
FOREIGN TAXES ON NONQUALIFIED 3,536 3,536   0