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
PROCTOR PATTERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

30-6081504
B Telephone number (see instructions)

4128076328
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,473,488J 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... 190,060 189,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 564,831
b Gross sales price for all assets on line 6a 1,131,509
7 Capital gain net income (from Part IV, line 2)... 564,831
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........ 754,891 754,429  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,641 42,385   28,256
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).... Click to see attachment
List of Attached Documents:
// Content
23,358 932   22,426
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,387 1,016   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 50   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,636 44,383 0 50,882
25 Contributions, gifts, grants paid....... 1,064,501 1,064,501
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,171,137 44,383 0 1,115,383
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -416,246
b Net investment income (if negative, enter -0-) 710,046
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............. -347,520 -35 -35
2 Savings and temporary cash investments......... 438,530 155,743 155,743
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)....... 439,834 Click to see attachment
List of Attached Documents:
// Content
382,076 		795,154
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).......... 4,365,698 Click to see attachment
List of Attached Documents:
// Content
3,946,577 		5,522,626
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,896,542 4,484,361 6,473,488
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,896,542 4,484,361
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,896,542 4,484,361
30 Total liabilities and net assets/fund balances (see instructions). 4,896,542 4,484,361
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,896,542
2
Enter amount from Part I, line 27a .....................
2
-416,246
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,224
4
Add lines 1, 2, and 3 ..........................
4
4,484,520
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
159
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,484,361
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 2. INTAPP INC   2024-05-09 2025-01-22
b 12. INTAPP INC   2023-12-22 2025-01-22
c 13. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-01-28
d 6. ICF INTERNATIONAL INC   2019-10-31 2025-01-31
e 6802.721 TCW METROPOLITAN WEST   2018-10-03 2025-02-03
119. VANGUARD GROWTH   2017-01-11 2025-02-03
311. VANGUARD VALUE   2017-01-11 2025-02-03
769. WISDOMTREE U.S. QUALITY DIVI   2020-09-03 2025-02-03
8. ICF INTERNATIONAL INC   2020-03-27 2025-02-18
60. PARAGON 28 INC   2024-04-12 2025-03-03
43. PARAGON 28 INC   2024-09-09 2025-03-03
7. HALOZYME THERAPEUTICS INC   2020-10-20 2025-03-21
8. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-03-21
22. MCDONALD'S CORP   2022-11-22 2025-03-25
49. PEPSICO INC   2023-09-06 2025-03-25
8. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-04-03
43. CHAMPIONX CORPORATION   2022-04-22 2025-04-08
5. SILICON LABORATORIES INC   2019-10-31 2025-04-11
34. FLYWIRE CORP-VOTING   2024-05-15 2025-04-16
88. FLYWIRE CORP-VOTING   2022-11-14 2025-04-16
5. ICU MED INC   2019-10-31 2025-05-06
9. SILICON LABORATORIES INC   2019-10-31 2025-05-06
23. ENDAVA PLC- SPON ADR   2020-09-25 2025-05-15
27. UNITEDHEALTH GROUP INC   2016-10-27 2025-05-16
11. ABBOTT LABORATORIES INC   2021-10-20 2025-06-11
6. ABBVIE INC   2020-04-14 2025-06-11
29. ALPHABET INC/CA-CL A   2011-08-04 2025-06-11
24. AMAZON COM INC   2018-02-02 2025-06-11
31. APPLE INC   2008-12-19 2025-06-11
7. ATMOS ENERGY CORP   2024-01-26 2025-06-11
38. BANK OF AMERICA CORP   2019-01-31 2025-06-11
7. BLACKSTONE INC   2021-11-22 2025-06-11
1. BLACKROCK FUNDING INC/DE   2020-08-07 2025-06-11
13. BOSTON SCIENTIFIC CORP   2023-09-06 2025-06-11
18. BROADCOM INC   2019-02-08 2025-06-11
4. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-06-11
2. CASEYS GENERAL STORES INC   2025-03-26 2025-06-11
5. CHEVRON CORPORATION   2022-03-03 2025-06-11
7. CINTAS CORP   2019-04-25 2025-06-11
2. COSTCO WHOLESALE CORP   2018-07-27 2025-06-11
8. DISNEY WALT CO   2024-04-01 2025-06-11
8. EASTMAN CHEM CO   2024-09-24 2025-06-11
15. EXXON MOBIL CORP   2021-02-19 2025-06-11
7. META PLATFORMS INC   2016-03-02 2025-06-11
12. FOX CORP - CLASS A - W/I   2022-04-21 2025-06-11
4. HOME DEPOT INC   2012-01-09 2025-06-11
6. HONEYWELL INTL INC   2023-10-16 2025-06-11
3. HUBBELL INC   2024-02-29 2025-06-11
5. ILLINOIS TOOL WORKS INC   2023-11-28 2025-06-11
551. ISHARES RUSSELL MID-CAP   2009-10-21 2025-06-11
10. JPMORGAN CHASE & CO   2005-03-09 2025-06-11
15. LAM RESEARCH CORP   2020-03-05 2025-06-11
3. ELI LILLY & CO   2018-07-16 2025-06-11
6224.066 MFS EMERGING MKTS DEBT FD-R6   2017-01-11 2025-06-11
4. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-06-11
4. MASTERCARD INC CL A   2021-11-22 2025-06-11
2. MCKESSON CORPORATION   2025-05-16 2025-06-11
12. MERCK & CO INC   2020-09-24 2025-06-11
19. MICROSOFT CORP   1997-09-17 2025-06-11
10. MORGAN STANLEY   2020-01-27 2025-06-11
2. MOTOROLA SOLUTIONS INC   2019-12-04 2025-06-11
51. NVIDIA CORP   2024-11-22 2025-06-11
12. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-06-11
6. PROCTER & GAMBLE CO   2018-10-25 2025-06-11
4. QUANTA SVCS INC   2020-09-03 2025-06-11
6. RAYMOND JAMES FINANCIAL INC   2024-10-30 2025-06-11
3. S&P GLOBAL INC   2016-05-20 2025-06-11
1. SERVICE NOW INC   2023-06-02 2025-06-11
3. SHERWIN-WILLIAMS CO   2024-11-06 2025-06-11
3. STRYKER CORP   2019-08-08 2025-06-11
9. TJX COMPANIES INC NEW   2023-02-09 2025-06-11
5. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-06-11
2. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-06-11
1. TRANSDIGM GROUP INC   2024-10-30 2025-06-11
58. VANGUARD GROWTH   2017-01-11 2025-06-11
6. VISA INC   2013-02-08 2025-06-11
6. WEC ENERGY GROUP INC   2011-08-04 2025-06-11
3. ACCENTURE PLC CLASS A   2019-05-10 2025-06-11
3. NEW LINDE PLC   2024-09-23 2025-06-11
4. CHUBB LTD   2023-05-16 2025-06-11
5. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-06-11
4. BOOT BARN HOLDINGS INC   2020-10-15 2025-06-13
3. CHART INDUSTRIES INC   2023-07-21 2025-06-13
4. HEALTHEQUITY INC   2021-12-23 2025-06-13
22. PACIFIC PREMIER BANCORP INC   2019-10-31 2025-06-13
2. RBC BEARINGS INC   2019-10-31 2025-06-13
4. SPRINGWORKS THERAPEUTICS INC   2024-09-30 2025-06-30
7. SPRINGWORKS THERAPEUTICS INC   2025-01-28 2025-06-30
27. SPRINGWORKS THERAPEUTICS INC   2024-05-09 2025-06-30
5. INSMED INC   2022-12-08 2025-07-03
26. MAGNOLIA OIL & GAS CORP   2021-03-31 2025-07-03
17. BROADCOM INC   2019-02-08 2025-07-10
1. BROADCOM INC   2019-02-08 2025-07-10
32. ILLINOIS TOOL WORKS INC   2023-11-28 2025-07-10
11. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-07-10
7. QUANTA SVCS INC   2020-09-03 2025-07-10
2. MEDPACE HOLDINGS INC   2020-10-30 2025-07-23
9. INSMED INC   2022-12-08 2025-08-06
2. STERLING INFRASTRUCTURE INC   2025-02-28 2025-08-14
6. ABBOTT LABORATORIES INC   2021-10-20 2025-08-19
3. ABBVIE INC   2020-04-14 2025-08-19
17. ALPHABET INC/CA-CL A   2011-08-04 2025-08-19
15. AMAZON COM INC   2018-02-02 2025-08-19
18. APPLE INC   2008-12-19 2025-08-19
5. ATMOS ENERGY CORP   2024-01-26 2025-08-19
21. BANK OF AMERICA CORP   2019-01-31 2025-08-19
5. BLACKSTONE INC   2021-11-22 2025-08-19
1. BLACKROCK FUNDING INC/DE   2020-08-07 2025-08-19
9. BOSTON SCIENTIFIC CORP   2023-09-06 2025-08-19
8. BROADCOM INC   2019-02-08 2025-08-19
2. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-08-19
1. CASEYS GENERAL STORES INC   2025-03-26 2025-08-19
4. CHEVRON CORPORATION   2022-03-03 2025-08-19
4. CINTAS CORP   2019-04-25 2025-08-19
1. COSTCO WHOLESALE CORP   2018-07-27 2025-08-19
4. DISNEY WALT CO   2024-04-01 2025-08-19
4. EASTMAN CHEM CO   2024-09-24 2025-08-19
9. EXXON MOBIL CORP   2021-02-19 2025-08-19
4. META PLATFORMS INC   2016-03-02 2025-08-19
6. FOX CORP - CLASS A - W/I   2022-04-21 2025-08-19
1. GE VERNOVA LLC   2025-07-10 2025-08-19
3. HOME DEPOT INC   2012-01-09 2025-08-19
4. HONEYWELL INTL INC   2023-10-16 2025-08-19
1. HUBBELL INC   2024-02-29 2025-08-19
6. JPMORGAN CHASE & CO   2005-03-09 2025-08-19
8. LAM RESEARCH CORP   2020-03-05 2025-08-19
2. ELI LILLY & CO   2018-07-16 2025-08-19
2. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-08-19
2. MASTERCARD INC CL A   2021-11-22 2025-08-19
1. MCKESSON CORPORATION   2025-05-16 2025-08-19
7. MERCK & CO INC   2020-09-24 2025-08-19
11. MICROSOFT CORP   1997-09-17 2025-08-19
5. MORGAN STANLEY   2020-01-27 2025-08-19
2. MOTOROLA SOLUTIONS INC   2019-12-04 2025-08-19
4. NVIDIA CORP   2024-11-22 2025-08-19
28. NVIDIA CORP   2025-07-10 2025-08-19
5. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-08-19
4. PROCTER & GAMBLE CO   2018-10-25 2025-08-19
2. QUANTA SVCS INC   2020-09-03 2025-08-19
5. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-08-19
6. RTX CORPORATION   2025-07-10 2025-08-19
1. S&P GLOBAL INC   2016-05-20 2025-08-19
1. SERVICE NOW INC   2023-06-02 2025-08-19
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-08-19
1. STRYKER CORP   2019-08-08 2025-08-19
6. TJX COMPANIES INC NEW   2023-02-09 2025-08-19
3. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-08-19
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-08-19
1. TRANSDIGM GROUP INC   2024-10-30 2025-08-19
3. VISA INC   2013-02-08 2025-08-19
4. WEC ENERGY GROUP INC   2011-08-04 2025-08-19
2. ACCENTURE PLC CLASS A   2019-05-10 2025-08-19
1. NEW LINDE PLC   2024-09-23 2025-08-19
3. CHUBB LTD   2023-05-16 2025-08-19
3. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-08-19
531. ISHARES RUSSELL MID-CAP   2009-10-21 2025-08-22
8. CHART INDUSTRIES INC   2023-07-21 2025-08-29
.75 COLUMBIA BKG SYS INC   2020-02-06 2025-09-10
9. INSMED INC   2022-12-08 2025-09-19
17. ACCENTURE PLC CLASS A   2019-05-13 2025-09-19
39. EASTMAN CHEM CO   2024-09-23 2025-10-01
43. THE BALDWIN INSURANCE GROUP   2024-06-10 2025-10-02
9. INSMED INC   2022-12-08 2025-10-02
1. STERLING INFRASTRUCTURE INC   2025-02-28 2025-10-02
2. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-02
2. ARTIVION INC   2020-08-10 2025-10-06
2. HORACE MANN EDUCATORS CORP NEW   2020-03-06 2025-10-06
2. PATRICK INDUSTRIES INC   2019-10-31 2025-10-06
2. STAG INDUSTRIES INC   2019-10-31 2025-10-06
10. ARTIVION INC   2020-08-10 2025-10-08
1. MEDPACE HOLDINGS INC   2020-10-30 2025-10-08
9. SUPERNUS PHARMACEUTICALS INC   2025-03-21 2025-10-08
3. SUPERNUS PHARMACEUTICALS INC   2020-05-28 2025-10-08
2. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-28
6. UFP INDUSTRIES INC   2019-10-31 2025-10-28
5. DESCARTES SYS GROUP INC   2020-03-27 2025-11-04
2. ITT INC   2022-06-23 2025-11-04
6. PRIMORIS SERVICES CORP   2019-10-31 2025-11-04
3. SPX TECHNOLOGIES   2021-10-05 2025-11-04
2. UFP INDUSTRIES INC   2019-10-31 2025-11-04
14. VERACYTE INC   2019-12-11 2025-11-07
16. INTAPP INC   2025-08-14 2025-11-11
3. MACOM TECHNOLOGY SOLUTIONS   2019-10-31 2025-11-11
31. VIAVI SOLUTIONS INC -W/I   2020-05-06 2025-11-11
16. LAM RESEARCH CORP   2020-03-05 2025-11-13
8. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
4. PRIMORIS SERVICES CORP   2019-10-31 2025-11-24
2. RBC BEARINGS INC   2019-10-31 2025-11-24
2. STIFEL FINL CORP   2019-10-31 2025-11-24
356. VANGUARD GROWTH   2017-01-11 2025-12-04
1050. VANGUARD VALUE   2017-01-11 2025-12-04
3. ABBOTT LABORATORIES INC   2021-07-29 2025-12-05
1. ABBVIE INC   2020-04-14 2025-12-05
6. ALPHABET INC/CA-CL A   2011-08-04 2025-12-05
5. AMAZON COM INC   2018-02-02 2025-12-05
7. APPLE INC   2008-12-19 2025-12-05
2. ATMOS ENERGY CORP   2024-01-26 2025-12-05
9. BANK OF AMERICA CORP   2019-01-31 2025-12-05
1. BLACKSTONE INC   2021-11-22 2025-12-05
2. BOSTON SCIENTIFIC CORP   2023-09-06 2025-12-05
4. BROADCOM INC   2019-02-08 2025-12-05
2. CADENCE DESIGN SYSTEMS INC   2025-09-19 2025-12-05
1. CARPENTER TECHNOLOGY CORP   2025-10-01 2025-12-05
1. CASEYS GENERAL STORES INC   2025-03-26 2025-12-05
1. CHEVRON CORPORATION   2022-03-03 2025-12-05
2. CINTAS CORP   2019-04-25 2025-12-05
1. COSTCO WHOLESALE CORP   2018-07-27 2025-12-05
2. DISNEY WALT CO   2024-04-01 2025-12-05
4. EXXON MOBIL CORP   2021-02-19 2025-12-05
2. META PLATFORMS INC   2016-03-02 2025-12-05
3. FOX CORP - CLASS A - W/I   2022-04-21 2025-12-05
1. GE VERNOVA LLC   2025-07-10 2025-12-05
1. HOME DEPOT INC   2012-01-09 2025-12-05
1. HONEYWELL INTL INC   2023-10-16 2025-12-05
1. HUBBELL INC   2024-02-29 2025-12-05
2. JPMORGAN CHASE & CO   2005-03-09 2025-12-05
3. LAM RESEARCH CORP   2020-03-05 2025-12-05
1. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-12-05
1. MASTERCARD INC CL A   2021-11-22 2025-12-05
3. MERCK & CO INC   2020-09-24 2025-12-05
4. MICROSOFT CORP   1997-09-17 2025-12-05
2. MORGAN STANLEY   2020-01-27 2025-12-05
1. MOTOROLA SOLUTIONS INC   2019-12-04 2025-12-05
13. NVIDIA CORP   2024-11-25 2025-12-05
3. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-12-05
2. PROCTER & GAMBLE CO   2018-10-25 2025-12-05
1. QUANTA SVCS INC   2020-09-03 2025-12-05
1. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-12-05
2. RTX CORPORATION   2025-07-10 2025-12-05
1. S&P GLOBAL INC   2016-05-20 2025-12-05
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-12-05
1. STRYKER CORP   2019-08-08 2025-12-05
2. TJX COMPANIES INC NEW   2023-02-09 2025-12-05
1. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-12-05
1. VISA INC   2013-02-08 2025-12-05
1. WEC ENERGY GROUP INC   2011-08-04 2025-12-05
1. NEW LINDE PLC   2024-09-23 2025-12-05
1. CHUBB LTD   2023-05-16 2025-12-05
1. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-12-05
16. ARCUTIS BIOTHERAPEUTICS INC   2022-12-16 2025-12-10
9. PRIMORIS SERVICES CORP   2019-10-31 2025-12-10
9. VITA COCO CO INC/THE   2025-03-03 2025-12-10
1. VITA COCO CO INC/THE   2023-12-06 2025-12-10
2. MEDPACE HOLDINGS INC   2020-10-30 2025-12-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 141   74 67
b 848   463 385
c 1,651   627 1,024
d 707   510 197
e 70,000   79,864 -9,864
49,304   13,603 35,701
54,809   29,098 25,711
63,733   38,697 25,036
849   524 325
779   616 163
558   385 173
449   212 237
1,052   370 682
6,745   6,039 706
7,145   8,556 -1,411
1,056   370 686
1,038   1,010 28
430   534 -104
292   575 -283
757   1,951 -1,194
679   806 -127
939   941 -2
342   1,265 -923
7,513   3,837 3,676
1,483   1,356 127
1,149   493 656
5,128   425 4,703
5,115   1,755 3,360
6,165   99 6,066
1,070   796 274
1,695   1,075 620
988   996 -8
993   585 408
1,296   700 596
4,522   490 4,032
1,220   811 409
987   850 137
719   777 -58
1,548   375 1,173
1,988   439 1,549
951   971 -20
639   884 -245
1,611   785 826
4,870   767 4,103
653   471 182
1,444   173 1,271
1,350   1,118 232
1,162   1,140 22
1,233   1,206 27
49,992   11,129 38,863
2,681   364 2,317
1,351   452 899
2,430   268 2,162
75,000   90,438 -15,438
1,064   970 94
2,360   1,308 1,052
1,428   1,434 -6
963   948 15
8,957   318 8,639
1,319   532 787
818   331 487
7,256   7,424 -168
2,188   1,199 989
971   534 437
1,408   207 1,201
885   894 -9
1,544   325 1,219
1,004   548 456
1,075   1,137 -62
1,145   651 494
1,121   731 390
1,066   527 539
992   685 307
1,418   1,337 81
24,700   6,630 18,070
2,235   236 1,999
634   178 456
955   519 436
1,403   1,431 -28
1,141   799 342
1,335   1,122 213
644   130 514
432   499 -67
413   180 233
459   726 -267
738   321 417
188   129 59
329   252 77
1,268   1,122 146
492   95 397
607   306 301
4,665   463 4,202
275   27 248
8,426   7,719 707
1,959   1,099 860
2,649   362 2,287
870   223 647
998   171 827
577   249 328
783   738 45
619   246 373
3,433   249 3,184
3,432   1,097 2,335
4,190   57 4,133
824   569 255
1,003   594 409
846   709 137
1,129   585 544
926   484 442
2,406   218 2,188
707   405 302
508   425 83
611   622 -11
865   215 650
981   220 761
467   485 -18
266   442 -176
958   471 487
3,039   438 2,601
349   236 113
616   532 84
1,226   130 1,096
867   745 122
433   380 53
1,750   219 1,531
801   241 560
1,416   179 1,237
537   485 52
1,175   654 521
676   717 -41
596   553 43
5,648   184 5,464
724   266 458
934   331 603
724   566 158
5,067   4,546 521
838   499 339
627   356 271
765   104 661
826   745 81
929   873 56
556   108 448
894   548 346
367   379 -12
385   217 168
808   487 321
718   316 402
541   342 199
1,399   1,337 62
1,033   118 915
428   118 310
509   344 165
480   477 3
822   599 223
982   673 309
51,031   10,725 40,306
1,589   1,011 578
20   25 -5
1,314   171 1,143
4,059   2,907 1,152
2,413   4,275 -1,862
1,160   1,482 -322
1,330   171 1,159
340   124 216
680   244 436
82   44 38
89   80 9
208   65 143
73   62 11
406   218 188
526   112 414
430   293 137
143   76 67
754   244 510
548   302 246
427   160 267
368   132 236
792   123 669
645   174 471
183   101 82
580   408 172
644   677 -33
510   67 443
553   367 186
2,460   483 1,977
373   351 22
468   82 386
853   321 532
234   75 159
174,868   40,693 134,175
199,715   98,241 101,474
376   365 11
227   82 145
1,921   88 1,833
1,149   366 783
1,952   22 1,930
344   227 117
488   255 233
152   139 13
195   108 87
1,556   109 1,447
675   735 -60
306   250 56
567   425 142
151   155 -4
372   107 265
898   220 678
211   243 -32
470   209 261
1,344   219 1,125
208   118 90
628   532 96
355   43 312
191   175 16
440   380 60
632   73 559
482   90 392
294   243 51
548   327 221
300   237 63
1,926   67 1,859
353   106 247
374   165 209
2,364   1,787 577
444   300 144
288   177 111
463   52 411
164   149 15
340   291 49
501   108 393
334   379 -45
364   217 147
305   162 143
296   105 191
333   39 294
106   30 76
401   477 -76
294   200 94
257   224 33
474   268 206
1,188   185 1,003
487   295 192
54   28 26
1,143   223 920
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
      33,894
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       67
b       385
c       1,024
d       197
e       -9,864
      35,701
      25,711
      25,036
      325
      163
      173
      237
      682
      706
      -1,411
      686
      28
      -104
      -283
      -1,194
      -127
      -2
      -923
      3,676
      127
      656
      4,703
      3,360
      6,066
      274
      620
      -8
      408
      596
      4,032
      409
      137
      -58
      1,173
      1,549
      -20
      -245
      826
      4,103
      182
      1,271
      232
      22
      27
      38,863
      2,317
      899
      2,162
      -15,438
      94
      1,052
      -6
      15
      8,639
      787
      487
      -168
      989
      437
      1,201
      -9
      1,219
      456
      -62
      494
      390
      539
      307
      81
      18,070
      1,999
      456
      436
      -28
      342
      213
      514
      -67
      233
      -267
      417
      59
      77
      146
      397
      301
      4,202
      248
      707
      860
      2,287
      647
      827
      328
      45
      373
      3,184
      2,335
      4,133
      255
      409
      137
      544
      442
      2,188
      302
      83
      -11
      650
      761
      -18
      -176
      487
      2,601
      113
      84
      1,096
      122
      53
      1,531
      560
      1,237
      52
      521
      -41
      43
      5,464
      458
      603
      158
      521
      339
      271
      661
      81
      56
      448
      346
      -12
      168
      321
      402
      199
      62
      915
      310
      165
      3
      223
      309
      40,306
      578
      -5
      1,143
      1,152
      -1,862
      -322
      1,159
      216
      436
      38
      9
      143
      11
      188
      414
      137
      67
      510
      246
      267
      236
      669
      471
      82
      172
      -33
      443
      186
      1,977
      22
      386
      532
      159
      134,175
      101,474
      11
      145
      1,833
      783
      1,930
      117
      233
      13
      87
      1,447
      -60
      56
      142
      -4
      265
      678
      -32
      261
      1,125
      90
      96
      312
      16
      60
      559
      392
      51
      221
      63
      1,859
      247
      209
      577
      144
      111
      411
      15
      49
      393
      -45
      147
      143
      191
      294
      76
      -76
      94
      33
      206
      1,003
      192
      26
      920
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 564,831
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 9,870
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 9,870
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 9,870
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,905
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 8,905
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....... 9 965
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 807-6328

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
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)
Yes
 
(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
 
No
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
PNC BANK N A TRUSTEE
1 		70,641    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,580,324
b
Average of monthly cash balances.......................
1b
155,746
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,736,070
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,736,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
101,041
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,635,029
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
331,751
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
331,751
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,870
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,870
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
321,881
4
Recoveries of amounts treated as qualifying distributions................
4
2,239
5
Add lines 3 and 4............................
5
324,120
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
324,120
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
1,115,383
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
1,115,383
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 7 324,120
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,004,211
b From 2021...... 1,242,511
c From 2022...... 1,004,221
d From 2023...... 773,407
e From 2024...... 722,001
f Total of lines 3a through e ........ 4,746,351
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,115,383
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 324,120
e Remaining amount distributed out of corpus 791,263
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 5,537,614
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) ... 		1,004,211
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,533,403
10 Analysis of line 9:
a Excess from 2021 .... 1,242,511
b Excess from 2022 .... 1,004,221
c Excess from 2023 .... 773,407
d Excess from 2024 .... 722,001
e Excess from 2025 .... 791,263
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANGELINA LOWERS
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
(412) 807-3309
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION AVAILABLE UPON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

FINANCIAL HARDSHIP GRANTS TO NEEDY &
DESERVING FORMER EMPLOYEES OF WS TYLER
500 FIRST AVE
PITTSBURGH,PA15219 		NONE   FINANCIAL HARDSHIP GRANTS & 1,064,501
Total ................................. 3a 1,064,501
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 ....     14 190,060  
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 ............ 		    18 564,831  
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) ..   754,891  
13Total. Add line 12, columns (b), (d), and (e)..................
13
754,891
(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 ExplnOfNonFilingWithAGStmt
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Statement:
THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ON-LINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT www .ohioattorneygeneral.gov

TY 2025 InvestmentsCorpStockSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 2,093 1,231
149150104 CATHAY GENERAL BANCO 1,520 2,081
153527205 CENTRAL GARDEN AND P 1,788 2,306
172908105 CINTAS CORP 1,982 6,959
228903100 ARTIVION INC 1,013 2,281
249906108 DESCARTES SYS GROUP 705 1,929
379577208 GLOBUS MEDICAL INC A 2,013 3,405
437076102 HOME DEPOT INC 950 7,570
440327104 HORACE MANN EDUCATOR 2,214 2,725
441593100 HOULIHAN LOKEY INC 795 2,961
451107106 IDACORP INC 1,736 2,152
532457108 ELI LILLY & CO 1,339 16,120
594918104 MICROSOFT CORP 1,556 44,977
603158106 MINERALS TECHNOLOGIE 1,646 2,011
617446448 MORGAN STANLEY 2,552 8,521
620076307 MOTOROLA SOLUTIONS I 1,985 4,600
668074305 NORTHWESTERN ENERGY 2,684 2,840
675234108 OCEANFIRST FINANCIAL 1,410 1,651
691497309 OXFORD INDUSTRIES IN 1,364 684
703343103 PATRICK INDUSTRIES I 817 2,711
742718109 PROCTER & GAMBLE CO 2,998 4,873
811707801 SEACOAST BANKING COR 1,938 2,734
826919102 SILICON LABORATORIES    
827048109 SILGAN HLDGS INC 1,671 2,180
830830105 CHAMPION HOMES INC 1,333 3,296
860630102 STIFEL FINL CORP 936 3,131
863667101 STRYKER CORP 2,605 4,218
868459108 SUPERNUS PHARMACEUTI 1,840 3,380
874039100 TAIWAN SEMICONDUCTOR 2,577 7,901
879360105 TELEDYNE TECHNOLOGIE 4,978 6,129
882681109 TEXAS ROADHOUSE INC 905 2,656
925550105 VIAVI SOLUTIONS INC 1,521 2,798
74762E102 QUANTA SVCS INC 828 6,753
00287Y109 ABBVIE INC 2,299 6,398
02079K305 ALPHABET INC/CA-CL A 2,108 45,072
03076K108 AMERIS BANCORP 1,587 3,342
04963C209 ATRICURE INC 1,655 2,453
05368V106 AVIENT CORPORATION 2,343 2,405
11135F101 BROADCOM INC 2,069 26,304
19247A100 COHEN & STEERS INC 1,842 1,758
22160K105 COSTCO WHOLESALE COR 1,977 7,761
29260V105 ENDAVA PLC- SPON ADR    
30303M102 META PLATFORMS INC 3,944 23,763
37637Q105 GLACIER BANCORP INC 961 1,101
38526M106 GRAND CANYON EDUCATI 1,381 2,495
40637H109 HALOZYME THERAPEUTIC 938 2,086
42226A107 HEALTHEQUITY INC 1,072 2,199
44925C103 ICF INTERNATIONAL IN    
44930G107 ICU MED INC    
46625H100 JPMORGAN CHASE & CO 1,822 16,111
55405Y100 MACOM TECHNOLOGY SOL 628 4,796
58506Q109 MEDPACE HOLDINGS INC 223 1,123
58933Y105 MERCK & CO INC 4,583 6,105
63633D104 NATIONAL HEALTH INVS 1,532 1,757
67000B104 NOVANTA INC 2,134 2,737
69478X105 PACIFIC PREMIER BANC    
71944F106 PHREESIA INC 1,982 1,455
74164F103 PRIMORIS SERVICES CO 370 2,235
75524B104 RBC BEARINGS INC 1,284 3,587
78377T107 RYMAN HOSPITALITY PP 1,598 1,892
78409V104 S&P GLOBAL INC 1,299 6,271
85254J102 STAG INDUSTRIES INC 2,263 2,941
90278Q108 UFP INDUSTRIES INC 854 1,548
91324P102 UNITEDHEALTH GROUP I    
92337F107 VERACYTE INC 1,532 2,610
92826C839 VISA INC 1,024 9,118
92939U106 WEC ENERGY GROUP INC 917 3,269
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 6,336 6,891
008492100 AGREE RLTY CORP 1,706 1,945
023135106 AMAZON COM INC 8,922 28,160
037833100 APPLE INC 491 41,866
053332102 AUTOZONE INC 1,557 6,783
057665200 BALCHEM CORP CL B 1,501 2,300
060505104 BANK OF AMERICA CORP 5,200 10,120
09260D107 BLACKSTONE INC 5,219 5,703
099406100 BOOT BARN HOLDINGS I 359 1,941
30231G102 EXXON MOBIL CORP 4,079 9,387
453836108 INDEPENDENT BANK COR 1,384 1,754
46116X101 INTRA-CELLULAR THERA    
559663109 MAGNOLIA OIL & GAS C 988 1,839
57636Q104 MASTERCARD INC CL A 6,212 10,847
576485205 MATADOR RESOURCES CO 1,440 2,037
718172109 PHILIP MORRIS INTERN 4,894 7,860
76156B107 REVOLVE GROUP INC 917 936
03969K108 ARCUTIS BIOTHERAPEUT 1,018 1,975
09058V103 BIOCRYST PHARMACEUTI 1,490 1,599
15872M104 CHAMPIONX CORPORATIO    
166764100 CHEVRON CORPORATION 4,351 4,267
302492103 FLYWIRE CORP-VOTING    
35137L105 FOX CORP - CLASS A - 2,126 4,019
45073V108 ITT INC 1,890 3,297
457669307 INSMED INC    
580135101 MCDONALD'S CORP    
78473E103 SPX TECHNOLOGIES 1,077 4,001
01749D105 ALLEGRO MICROSYSTEMS 1,509 1,477
03783C100 APPFOLIO INC - A 1,228 2,327
101137107 BOSTON SCIENTIFIC CO 3,714 6,579
124805102 CBIZ INC 2,165 2,018
127387108 CADENCE DESIGN SYSTE 5,359 7,502
16115Q308 CHART INDUSTRIES INC    
264147109 DUCOMMUN INC 1,195 2,188
33748L101 FIRST WATCH RESTAURA 2,737 2,383
438516106 HONEYWELL INTL INC 5,434 6,048
452308109 ILLINOIS TOOL WORKS    
45827U109 INTAPP INC 2,155 2,887
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 5,759 6,894
872540109 TJX COMPANIES INC NE 3,651 6,912
87265H109 TRI POINTE HOMES INC 2,052 1,794
902788108 UMB FINL CORP 1,706 2,416
90337L108 U S PHYSICAL THERAPY 2,320 1,952
918090101 UTZ BRANDS INC 2,003 1,277
92846Q107 VITA COCO CO INC/THE 1,192 2,279
H1467J104 CHUBB LTD 4,394 6,867
007973100 ADVANCED ENERGY INDS 1,761 3,350
00847X104 AGIOS PHARMACEUTICAL 1,560 1,606
043436104 ASBURY AUTOMOTIVE GR 1,680 1,860
049560105 ATMOS ENERGY CORP 4,300 6,370
05589G102 THE BALDWIN INSURANC    
09290D101 BLACKROCK FUNDING IN 3,512 6,422
12763L105 CADRE HOLDINGS INC 2,070 2,328
22663K107 CRINETICS PHARMACEUT 1,672 1,815
254687106 DISNEY WALT CO 4,478 4,209
277432100 EASTMAN CHEM CO    
292765104 ENERPAC TOOL GROUP C 2,244 1,950
431636109 HILLMAN SOLUTIONS CO 1,836 1,645
443510607 HUBBELL INC 4,940 5,773
45378A106 INDEPENDENCE REALTY 1,788 1,573
505336107 LA Z BOY INC 1,245 1,118
512807306 LAM RESEARCH CORP 1,749 9,928
571903202 MARRIOTT INTERNATION 4,365 5,584
67066G104 NVIDIA CORP 36,766 52,780
674215207 CHORD ENERGY CORP 1,710 1,020
69913P105 PARAGON 28 INC    
71367G102 PERELLA WEINBERG PAR 856 1,107
754730109 RAYMOND JAMES FINANC 5,060 5,460
80689H102 SCHNEIDER NATIONAL I 987 982
824348106 SHERWIN-WILLIAMS CO 4,928 4,212
85205L107 SPRINGWORKS THERAPEU    
859241101 STERLING INFRASTRUCT 1,268 3,369
875372203 TANDEM DIABETES CARE 2,759 1,714
88224Q107 TEXAS CAP BANCSHARES 1,441 1,630
88362T103 THERMON GROUP HOLDIN 2,070 2,527
893641100 TRANSDIGM GROUP INC 5,345 5,319
G39108108 GATES INDUSTRIAL COR 1,453 1,546
G54950103 NEW LINDE PLC 4,771 4,264
008073108 AEROVIRONMENT INC 1,665 1,209
01644J108 ALKAMI TECHNOLOGY IN 2,001 1,915
10806X102 BRIDGEBIO PHARMA INC 1,436 2,295
126402106 CSW INDUSTRIALS INC 1,999 2,348
144285103 CARPENTER TECHNOLOGY 3,000 3,778
147528103 CASEYS GENERAL STORE 5,060 6,633
197236102 COLUMBIA BKG SYS INC 1,936 1,929
204166102 COMMVAULT SYSTEMS IN 2,586 1,880
23282W605 CYTOKINETICS INC NEW 1,264 1,334
36828A101 GE VERNOVA LLC 5,852 7,189
402635502 GULFPORT ENERGY CORP 1,688 1,872
52476L109 LEGENCE CORP-CL A 1,454 1,420
53220K504 LIGAND PHARMACEUTICA 1,398 1,323
58155Q103 MCKESSON CORPORATION 5,020 5,742
64049M209 NEOGENOMICS INC 946 1,388
698884103 PAR TECHNOLOGY CORP/ 1,516 798
75513E101 RTX CORPORATION 6,548 8,253
816850101 SEMTECH CORP 1,392 1,916
830940102 SKYWARD SPECIALTY IN 1,399 1,584
83418M103 SOLARIS ENERGY INFRA 1,196 2,299
90400D108 ULTRAGENYX PHARMACEU 1,381 1,104
G25457105 CREDO TECHNOLOGY GRO 1,096 1,007
V7780T103 ROYAL CARIBBEAN CRUI 5,386 6,694

TY 2025 InvestmentsOtherSchedule2
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287499 ISHARES RUSSELL MID- AT COST 51,687 250,880
464288877 ISHARES MSCI EAFE VA AT COST 103,460 177,882
464288885 ISHARES MSCI EAFE GR AT COST 42,482 74,390
552746364 MFS EMERGING MKTS DE AT COST 94,806 83,124
592905749 TCW METROPOLITAN WES AT COST 118,188 105,508
922908736 VANGUARD GROWTH AT COST 254,105 1,084,513
922908744 VANGUARD VALUE AT COST 478,108 975,959
09260B630 BLACKROCK HIGH YIELD AT COST 166,368 156,027
97717X669 WISDOMTREE U.S. QUAL      
04314H402 ARTISAN INTERNATIONA AT COST 139,498 198,389
057071805 BAIRD INTERMEDIATE B AT COST 1,857,402 1,761,766
70432T875 PAYDEN LOW DURATION AT COST 503,765 493,776
00770X675 PZENA EMERG MKTS VAL AT COST 35,000 41,620
317609295 SEAFARER OVERSEAS GR AT COST 66,708 78,238
89154M702 TOUCHSTONE SANDS EM AT COST 35,000 40,554

TY 2025 OtherDecreasesSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Description Amount
ROC ON CY SALES 19
PY RETURN OF CAPITAL ADJUSTMENT 140


TY 2025 OtherExpensesSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 49 49   0
STATE FILING FEES 200 0   200
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncreasesSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Description Amount
RECOVERY OF GRANTS PAID 2,239
MUTUAL FUND TIMING ADJ 1,976
ROUNDING 9


TY 2025 OtherProfessionalFeesSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 932 932    
GRANTMAKING FEES 9,000     9,000
NON- PNC CONSULTING FEES 13,426     13,426


TY 2025 TaxesSchedule
Name:
PROCTOR PATTERSON FOUNDATION
EIN:
30-6081504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 608 608   0
FEDERAL TAX PAYMENT - PRIOR YE 6,914 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,457 0   0
FOREIGN TAXES ON NONQUALIFIED 408 408   0