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 04 - 01 2025, and ending 03 - 31, 20 26
Name of foundation
ALLABACH EARL P UW 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

23-6466105
B Telephone number (see instructions)

2155533643
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)$1,824,465J 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... 50,212 50,212  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,682
b Gross sales price for all assets on line 6a 237,654
7 Capital gain net income (from Part IV, line 2)... 28,682
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........ 78,894 78,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,225 19,935   13,290
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,161 860   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,386 20,795 0 13,290
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 136,386 20,795 0 113,290
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,492
b Net investment income (if negative, enter -0-) 58,099
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......... 90,302 66,600 66,600
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).......... 1,469,788 Click to see attachment
List of Attached Documents:
// Content
1,436,101 		1,757,865
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) 1,560,090 1,502,701 1,824,465
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........ 1,560,090 1,502,701
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)..... 1,560,090 1,502,701
30 Total liabilities and net assets/fund balances (see instructions). 1,560,090 1,502,701
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
1,560,090
2
Enter amount from Part I, line 27a .....................
2
-57,492
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
137
4
Add lines 1, 2, and 3 ..........................
4
1,502,735
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
34
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,502,701
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 15. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
b 50. US BANCORP DEL   2024-10-24 2025-04-10
c 1. HUBSPOT INC   2023-04-27 2025-04-14
d 40. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
e 10. SANOFI   2023-04-27 2025-04-15
10. SANOFI   2024-06-24 2025-04-16
40. SANOFI   2023-04-27 2025-04-16
60. INGERSOLL RAND INC   2023-04-27 2025-04-25
20. CHEWY INC - CLASS A   2023-04-27 2025-04-29
6. LULULEMON ATHLETICA INC   2023-04-27 2025-04-29
10. DEXCOM INC   2025-01-15 2025-05-23
22. ALPHABET INC-CL C   2023-04-27 2025-05-29
19. CONOCOPHILLIPS   2024-08-01 2025-06-04
6. CONOCOPHILLIPS   2023-12-07 2025-06-04
18. HOWMET AEROSPACE INC   2024-02-05 2025-06-16
12. HOWMET AEROSPACE INC   2024-02-05 2025-06-17
21. ALPHABET INC-CL C   2023-04-27 2025-06-24
60. GENERAL MOTORS CO   2023-04-27 2025-06-30
21. 3M CO   2024-07-23 2025-07-02
14. ALPHABET INC-CL C   2023-04-27 2025-07-14
11. AMAZON COM INC   2024-08-28 2025-07-14
2. AMAZON COM INC   2023-04-27 2025-07-14
1. HUBSPOT INC   2023-04-27 2025-07-14
2. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
13. NVIDIA CORP   2023-04-27 2025-07-14
5. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
19. JOHNSON CTLS INTL PLC   2024-03-28 2025-07-14
3. INTUITIVE SURGICAL INC   2024-06-12 2025-07-21
19. ZOETIS INC   2023-12-07 2025-07-21
.375 CHEVRON CORPORATION   2025-04-03 2025-07-28
20. METLIFE INC   2024-10-04 2025-07-30
40. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
50. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
7. HOWMET AEROSPACE INC   2023-04-27 2025-07-31
20. BLOCK INC   2023-04-27 2025-08-06
3. GE VERNOVA LLC   2024-08-08 2025-08-11
51. JOHNSON CTLS INTL PLC   2024-03-28 2025-08-15
13. DANAHER CORP   2023-04-28 2025-08-27
7. ALIGN TECHNOLOGY INC   2023-04-27 2025-09-03
8. ALIGN TECHNOLOGY INC   2023-04-27 2025-09-03
20. DOMINION ENERGY INC   2023-12-18 2025-09-04
4. RENAISSANCERE HLDGS LTD   2023-10-12 2025-09-04
3. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-05
8. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-08
4. GE VERNOVA LLC   2024-08-08 2025-09-09
60. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
30. DEXCOM INC   2025-01-15 2025-09-26
20. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
20. DANAHER CORP   2023-04-27 2025-10-08
110. AT&T INC   2024-01-05 2025-10-21
25000. U S BANCORP 5.727% 10/21/26   2023-04-27 2025-10-21
2. MONGODB INC   2024-11-26 2025-10-22
70. AT&T INC   2023-10-24 2025-10-23
105. KENVUE INC   2023-06-30 2025-10-24
75. KENVUE INC   2023-06-30 2025-10-27
10. COMERICA INC   2025-07-31 2025-10-30
13. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
25000. TOYOTA MOTOR CREDIT 5.4% 11/10/25   2023-04-27 2025-11-10
20. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
4. CUMMINS ENGINE INC   2025-09-18 2025-11-19
1. IDEXX LABS INC   2025-07-21 2025-11-19
10. NEWMONT CORPORATION   2025-02-06 2025-11-19
8. ATLASSIAN CORP   2025-04-25 2025-11-21
13. BIONTECH SE-ADR   2025-04-14 2025-11-21
6. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
15. CHEVRON CORPORATION   2025-04-03 2025-11-21
10. CITIGROUP INC   2025-07-31 2025-11-21
9. MONGODB INC   2024-11-26 2025-11-21
20. NEWMONT CORPORATION   2025-02-06 2025-11-21
14. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
30. BLOCK INC   2023-04-27 2025-11-21
7. BIONTECH SE-ADR   2025-04-14 2025-11-24
4. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
6. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
2. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
10. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
3. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
15. NEWMONT CORPORATION   2025-02-06 2026-01-05
12. CRH PLC   2023-09-21 2026-01-05
30. NETFLIX COM INC   2024-02-21 2026-01-14
30. FREEPORT-MCMORAN INC   2023-04-27 2026-01-27
20. HUMANA INC   2025-09-04 2026-01-27
5. INTUITIVE SURGICAL INC   2024-04-25 2026-01-27
5. CUMMINS ENGINE INC   2025-09-18 2026-01-29
7. HUBSPOT INC   2023-04-27 2026-02-03
1. CASEYS GENERAL STORES INC   2025-11-21 2026-02-05
5. ILLUMINA INC   2023-04-27 2026-02-05
.652 FIFTH THIRD BANCORP   2025-07-31 2026-02-10
7. GILEAD SCIENCES INC   2025-11-19 2026-02-18
40. MEDTRONIC PLC   2023-04-27 2026-02-24
18. ESTEE LAUDER COMPANIES INC CL A   2025-10-24 2026-02-27
10. VOYA FINANCIAL INC   2025-09-04 2026-02-27
20. BANK OF AMERICA CORP   2025-04-15 2026-03-02
30. BANK OF AMERICA CORP   2024-03-28 2026-03-02
6. BERKSHIRE HATHAWAY INC DEL CL B   2023-04-27 2026-03-02
1. GOLDMAN SACHS GROUP INC   2025-05-23 2026-03-02
7. GOLDMAN SACHS GROUP INC   2023-04-27 2026-03-02
10. VOYA FINANCIAL INC   2025-09-05 2026-03-02
16. ATLASSIAN CORP   2026-02-03 2026-03-11
3. BROADCOM INC   2025-11-21 2026-03-11
12. HOWMET AEROSPACE INC   2023-04-27 2026-03-18
10. BANK OF AMERICA CORP   2025-04-16 2026-03-24
40. BANK OF AMERICA CORP   2024-03-28 2026-03-24
50. BANK OF AMERICA CORP   2025-04-16 2026-03-24
6. COSTAR GROUP INC   2023-11-16 2026-03-24
44. COSTAR GROUP INC   2023-04-27 2026-03-25
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,143   2,452 -309
b 1,860   2,421 -561
c 538   422 116
d 1,655   2,573 -918
e 507   559 -52
510   491 19
2,042   2,237 -195
4,495   3,291 1,204
742   626 116
1,621   2,269 -648
842   811 31
3,804   2,314 1,490
1,638   2,060 -422
517   669 -152
3,089   1,043 2,046
2,067   695 1,372
3,540   2,209 1,331
2,946   1,968 978
3,234   2,189 1,045
2,553   1,473 1,080
2,480   1,882 598
451   216 235
542   422 120
1,039   853 186
2,143   356 1,787
531   521 10
2,018   1,239 779
1,552   1,279 273
2,805   3,569 -764
58   55 3
1,494   1,681 -187
905   1,596 -691
1,102   1,572 -470
1,222   299 923
1,521   1,226 295
1,952   528 1,424
5,292   3,324 1,968
2,662   2,954 -292
950   2,254 -1,304
1,060   2,576 -1,516
1,171   967 204
979   860 119
724   639 85
1,909   1,669 240
2,416   704 1,712
2,740   2,938 -198
2,011   2,433 -422
3,090   2,035 1,055
4,098   4,109 -11
2,854   1,924 930
25,000   25,154 -154
642   674 -32
1,719   1,109 610
1,572   2,780 -1,208
1,123   1,786 -663
776   681 95
1,952   2,199 -247
25,000   25,593 -593
1,516   1,408 108
1,894   1,736 158
686   521 165
888   449 439
1,127   1,842 -715
1,254   1,323 -69
1,863   2,481 -618
2,249   2,198 51
971   950 21
2,856   3,031 -175
1,642   898 744
2,023   1,590 433
1,807   1,840 -33
672   712 -40
1,037   829 208
1,551   1,243 308
516   422 94
2,569   2,020 549
758   596 162
1,554   674 880
1,534   700 834
2,650   1,719 931
1,870   1,113 757
4,190   5,341 -1,151
2,637   1,870 767
2,914   2,136 778
1,665   2,957 -1,292
652   561 91
666   1,030 -364
36   24 12
1,069   867 202
3,875   3,598 277
1,966   1,798 168
669   775 -106
998   762 236
1,498   1,137 361
2,887   1,936 951
862   600 262
6,033   2,381 3,652
671   774 -103
1,220   1,670 -450
1,026   1,009 17
2,913   512 2,401
483   379 104
1,930   1,516 414
2,385   1,894 491
248   492 -244
1,821   3,230 -1,409
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
      4,955
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       -309
b       -561
c       116
d       -918
e       -52
      19
      -195
      1,204
      116
      -648
      31
      1,490
      -422
      -152
      2,046
      1,372
      1,331
      978
      1,045
      1,080
      598
      235
      120
      186
      1,787
      10
      779
      273
      -764
      3
      -187
      -691
      -470
      923
      295
      1,424
      1,968
      -292
      -1,304
      -1,516
      204
      119
      85
      240
      1,712
      -198
      -422
      1,055
      -11
      930
      -154
      -32
      610
      -1,208
      -663
      95
      -247
      -593
      108
      158
      165
      439
      -715
      -69
      -618
      51
      21
      -175
      744
      433
      -33
      -40
      208
      308
      94
      549
      162
      880
      834
      931
      757
      -1,151
      767
      778
      -1,292
      91
      -364
      12
      202
      277
      168
      -106
      236
      361
      951
      262
      3,652
      -103
      -450
      17
      2,401
      104
      414
      491
      -244
      -1,409
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,682
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) 1 808
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........................... 3 808
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- ..... 5 808
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,212
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 1,212
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 404
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax404 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 addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (215) 553-3643

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 		33,225    
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
1,756,336
b
Average of monthly cash balances.......................
1b
69,010
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,825,346
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
1,825,346
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,380
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,797,966
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
89,898
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
89,898
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
808
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
808
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,090
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,090
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
89,090
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
113,290
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
113,290
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 89,090
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...... 15,006
b From 2021...... 0
c From 2022...... 56,610
d From 2023...... 6,659
e From 2024...... 0
f Total of lines 3a through e ........ 78,275
4Qualifying distributions for 2025 from Part
XI, line 4: $ 113,290
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..... 89,090
e Remaining amount distributed out of corpus 24,200
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 5 102,475
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) ... 		15,006
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		87,469
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 56,610
c Excess from 2023 .... 6,659
d Excess from 2024 .... 0
e Excess from 2025 .... 24,200
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

DREXEL UNIVERSITY

3141 CHESTNUT STR RM 225
PHILADELPHIA,PA19104 		NONE   GENERAL OPERATING 50,000

UNIVERSITY OF PA

SCHOOL OF ENGINEERING
PHILA,PA19104 		NONE   GENERAL OPERATING 50,000
Total ................................. 3a 100,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 50,212  
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 28,682  
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) ..   78,894  
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,894
(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:
ALLABACH EARL P UW RES TR
EIN:
23-6466105
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M509 BNY MELLON M/C MULTI AT COST 6,599 3,788
05588F709 BNY MELLON DEVELOPED AT COST 16,573 18,999
05588E850 BNY MELLON HIGH YIEL AT COST 48,849 43,972
464287804 ISHARES CORE S&P SMA AT COST 25,162 28,591
464287507 ISHARES CORE S&P MID AT COST 97,076 157,007
367829884 GATEWAY TR AT COST 50,000 60,599
38145N220 GOLDMAN SACHS ABS RE AT COST 33,298 37,465
464287168 ISHARES DJ SELECT DI AT COST 129,270 166,551
00206R102 AT&T INC AT COST 3,561 5,218
016255101 ALIGN TECHNOLOGY INC      
02079K107 ALPHABET INC-CL C AT COST 10,730 29,260
023135106 AMAZON COM INC AT COST 11,774 22,701
026874784 AMERICAN INTERNATION AT COST 1,700 2,258
031100100 AMETEK INC NEW AT COST 3,759 5,573
037833100 APPLE INC AT COST 19,303 28,424
038222105 APPLIED MATERIALS IN AT COST 1,670 5,127
06051GHQ5 BANK OF AMERICA CORP AT COST 23,387 24,656
06368LGV2 BANK OF MONTREAL AT COST 25,352 25,375
084670702 BERKSHIRE HATHAWAY I AT COST 5,809 8,626
09260B382 BLACKROCK STRAT INC AT COST 60,110 62,815
12572Q105 CME GROUP INC AT COST 2,217 3,544
13607HR61 CANADIAN IMPERIAL BA AT COST 23,872 24,818
16679L109 CHEWY INC - CLASS A AT COST 2,193 2,700
17275R102 CISCO SYSTEMS INC AT COST 5,616 9,311
20825C104 CONOCOPHILLIPS      
21037T109 CONSTELLATION ENERGY AT COST 1,144 4,189
22160N109 COSTAR GROUP INC      
235851102 DANAHER CORP COMMON      
254687106 WALT DISNEY CO/THE AT COST 5,025 4,723
25746U109 DOMINION ENERGY INC AT COST 3,329 4,327
26884L109 E Q T CORP AT COST 3,247 5,728
30303M8G0 META PLATFORMS INC AT COST 24,220 24,817
31618H283 FIDELITY ADV INTL SM AT COST 24,066 30,150
320517105 FIRST HORIZON NATL C AT COST 3,875 5,007
35671D857 FREEPORT-MCMORAN INC AT COST 2,968 4,702
37045V100 GENERAL MOTORS CO      
38141G104 GOLDMAN SACHS GROUP AT COST 1,020 2,538
443201108 HOWMET AEROSPACE INC AT COST 897 4,840
443573100 HUBSPOT INC      
452327109 ILLUMINA INC AT COST 2,734 2,342
45687V106 INGERSOLL RAND INC      
458140BZ2 INTEL CORP AT COST 24,314 24,581
46625H100 J P MORGAN CHASE & C AT COST 4,491 9,707
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 5,106 8,284
517834107 LAS VEGAS SANDS CORP AT COST 4,758 4,310
550021109 LULULEMON ATHLETICA      
56585A102 MARATHON PETROLEUM C AT COST 1,756 3,663
594918104 MICROSOFT CORPORATIO AT COST 23,977 29,984
64110L106 NETFLIX COM INC AT COST 3,907 3,846
64128R608 NEUBERGER BERMAN LON AT COST 25,000 30,225
651639106 NEWMONT CORPORATION AT COST 1,123 2,706
67066G104 NVIDIA CORP AT COST 7,308 46,565
70450YAD5 PAYPAL HLDGS INC AT COST 23,639 24,805
718546104 PHILLIPS 66 AT COST 2,868 3,644
759916109 REPLIGEN CORP AT COST 2,976 2,356
80105N105 SANOFI-SYNTHELABO      
82509L107 SHOPIFY INC-A W/I AT COST 1,752 2,017
852234103 BLOCK INC      
86562MCW8 SUMITOMO MITSUI FINL AT COST 25,811 25,906
87234N765 TCW EMERGING MARKETS AT COST 16,669 18,467
89236TKK0 TOYOTA MOTOR CREDIT      
91159HJH4 U S BANCORP      
91324P102 UNITED HEALTH GROUP AT COST 7,228 5,141
92338C103 VERALTO CORP-W/I AT COST 2,250 2,564
929089100 VOYA FINANCIAL INC AT COST 2,978 2,733
98978V103 ZOETIS INC      
G25508105 CRH PLC AT COST 1,499 2,943
G5960L103 MEDTRONIC PLC AT COST 4,444 4,333
G7496G103 RENAISSANCERE HLDGS      
G8994E103 TRANE TECHNOLOGIES P AT COST 1,795 4,167
00771X419 G Q G PART EMERG MKT AT COST 37,765 41,582
04621X108 ASSURANT INC AT COST 5,324 5,445
05464C101 AXON ENTERPRISE INC AT COST 3,018 2,123
060505104 BANK OF AMERICA CORP      
071813109 BAXTER INTL INC COM      
110122108 BRISTOL-MYERS SQUIBB AT COST 2,168 2,426
11135F101 BROADCOM INC AT COST 8,186 10,214
126408103 C S X CORP AT COST 3,187 4,105
14040H105 CAPITAL ONE FINANCIA AT COST 2,651 2,736
252131107 DEXCOM INC      
25278X109 DIAMONDBACK ENERGY I AT COST 3,150 4,351
25659T107 DOLBY LABORATORIES I AT COST 3,132 2,402
30231G102 EXXON MOBIL CORP AT COST 6,527 9,671
36828A101 GE VERNOVA LLC AT COST 703 3,492
375558103 GILEAD SCIENCES INC AT COST 4,345 6,272
443510607 HUBBELL INC COM AT COST 6,827 8,833
45866F104 INTERCONTINENTALEXCH      
460146103 INTERNATIONAL PAPER AT COST 3,271 2,499
46120E602 INTUITIVE SURGICAL I      
464287200 ISHARES CORE S&P 500 AT COST 20,048 21,556
464287457 ISHARES 1-3 YEAR TRE AT COST 70,365 70,845
46432F842 ISHARES CORE MSCI EA AT COST 149,102 179,068
46434G764 ISHARES MSCI EMERGIN AT COST 37,666 52,309
478160104 JOHNSON & JOHNSON AT COST 8,516 12,711
504922105 LABCORP HOLDINGS INC      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
64122Q705 NEUBERGER BERMAN INT AT COST 39,502 44,390
681919106 OMNICOM GROUP INC AT COST 3,798 3,012
718172109 PHILIP MORRIS INTERN      
74624M102 PURE STORAGE INC - C      
81762P102 SERVICENOW INC AT COST 4,968 2,614
822905AB1 SHELL FINANCE US INC AT COST 23,172 23,537
871607107 SYNOPSYS INC AT COST 5,010 4,758
88579Y101 3M CO      
902973304 US BANCORP DEL      
G0403H108 AON PLC/IRELAND A AT COST 3,218 3,228
G51502105 JOHNSON CTLS INTL PL      
H01301128 ALCON INC AT COST 4,412 3,768
V7780T103 ROYAL CARIBBEAN CRUI      
007903107 ADVANCED MICRO DEVIC AT COST 2,262 2,238
036752103 ELEVANCE HEALTH INC AT COST 3,723 3,220
08265T208 BENTLEY SYSTEMS INC AT COST 2,811 2,107
142339100 CARLISLE COMPANIES I AT COST 2,324 2,002
147528103 CASEYS GENERAL STORE AT COST 2,238 2,911
172967424 CITIGROUP INC AT COST 2,021 2,041
194162103 COLGATE-PALMOLIVE CO AT COST 4,340 4,262
243537107 DECKERS OUTDOOR CORP AT COST 3,377 2,803
247361702 DELTA AIR LINES INC AT COST 3,077 3,324
260003108 DOVER CORPORATION AT COST 3,504 4,169
291011104 EMERSON ELECTRIC COM AT COST 3,776 3,669
30303M102 META PLATFORMS INC AT COST 11,186 9,154
316773100 FIFTH THIRD BANCORP AT COST 6,469 7,155
345370860 FORD MOTOR CO DEL AT COST 2,389 2,539
45168D104 IDEXX LABS INC AT COST 2,082 2,248
518439104 ESTEE LAUDER COMPANI AT COST 3,895 3,086
57636Q104 MASTERCARD INC AT COST 3,327 2,998
680223104 OLD REPUBLIC INTERNA AT COST 4,076 3,591
717081103 PFIZER INC AT COST 2,894 3,089
751212101 RALPH LAUREN CORP AT COST 754 688
806857108 SCHLUMBERGER LTD AT COST 2,686 3,083
808513105 SCHWAB CHARLES CORP AT COST 2,410 2,819
882508104 TEXAS INSTRUMENTS IN AT COST 4,430 4,659
883556102 THERMO FISHER SCIENT AT COST 8,452 7,864
958102105 WESTERN DIGITAL CORP AT COST 2,094 1,893
H1467J104 CHUBB LTD AT COST 6,520 6,193
L8681T102 SPOTIFY TECHNOLOGY S AT COST 2,899 2,425

TY 2025 OtherDecreasesSchedule
Name:
ALLABACH EARL P UW RES TR
EIN:
23-6466105
Description Amount
COST BASIS ADJUSTMENT 34


TY 2025 OtherIncreasesSchedule
Name:
ALLABACH EARL P UW RES TR
EIN:
23-6466105
Description Amount
MUTUAL FUND TIMING ADJ 137


TY 2025 TaxesSchedule
Name:
ALLABACH EARL P UW RES TR
EIN:
23-6466105
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 449 449   0
FEDERAL TAX PAYMENT - PRIOR YE 1,089 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,212 0   0
FOREIGN TAXES ON NONQUALIFIED 411 411   0