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
BEATTY HELEN D GROOME UW
 
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

23-6224798
B Telephone number (see instructions)

2155532389
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)$14,987,632J 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... 448,515 448,515  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 991,863
b Gross sales price for all assets on line 6a 4,005,324
7 Capital gain net income (from Part IV, line 2)... 991,863
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........ 1,440,378 1,440,378  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,111 65,466   43,644
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
11,509 4,662   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,624 70,132 0 43,644
25 Contributions, gifts, grants paid....... 1,134,000 1,134,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,254,624 70,132 0 1,177,644
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 185,754
b Net investment income (if negative, enter -0-) 1,370,246
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......... 220,827 1,133,678 1,133,678
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).......... 12,402,717 Click to see attachment
List of Attached Documents:
// Content
11,897,688 		13,853,954
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) 12,623,544 13,031,366 14,987,632
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........ 12,623,544 13,031,366
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)..... 12,623,544 13,031,366
30 Total liabilities and net assets/fund balances (see instructions). 12,623,544 13,031,366
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
12,623,544
2
Enter amount from Part I, line 27a .....................
2
185,754
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
222,081
4
Add lines 1, 2, and 3 ..........................
4
13,031,379
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,031,366
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 247. ALLSTATE CORP   2022-11-15 2025-01-10
b 160. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 67. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 271. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 270. E Q T CORP   2024-12-13 2025-01-10
138. HUBBELL INC COM   2024-08-27 2025-01-10
550. NEWMONT CORPORATION   2023-12-14 2025-01-10
225. PINDUODUO INC-ADR   2024-10-31 2025-01-10
36. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
99. BIO-TECHNE CORP   2024-02-21 2025-01-13
25. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
56. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
171. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
134. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
81. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
65. CONSTELLATION ENERGY   2023-09-25 2025-02-21
93. GE VERNOVA LLC   2024-08-08 2025-03-10
62. APPLE INC   2024-07-23 2025-03-12
253. CME GROUP INC   2019-03-04 2025-03-12
210. CONOCOPHILLIPS   2024-03-20 2025-03-17
510. E Q T CORP   2024-03-20 2025-03-17
380. E Q T CORP   2024-12-13 2025-03-17
700. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
351. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
174. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
660. US BANCORP DEL   2024-10-24 2025-04-10
6. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
8. HUBSPOT INC   2023-06-30 2025-04-14
430. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
210. SANOFI   2023-12-14 2025-04-15
490. SANOFI   2023-12-14 2025-04-16
700. INGERSOLL RAND INC   2024-02-21 2025-04-25
280. CHEWY INC - CLASS A   2023-09-25 2025-04-29
59. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
130. DEXCOM INC   2025-01-15 2025-05-23
13. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
163. ALPHABET INC/CA-CL A   2023-07-31 2025-05-29
231. CONOCOPHILLIPS   2024-08-01 2025-06-04
105. CONOCOPHILLIPS   2024-03-20 2025-06-04
185. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
117. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
29312.223 BNY MELLON S/T US GVT SECS FD CL M   2010-02-18 2025-06-18
251. ALPHABET INC/CA-CL A   2023-06-01 2025-06-24
740. GENERAL MOTORS CO   2024-03-20 2025-06-30
246. 3M CO   2024-07-23 2025-07-02
168. ALPHABET INC/CA-CL A   2023-04-14 2025-07-14
137. AMAZON COM INC   2024-03-20 2025-07-14
9. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
16. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
13. HUBSPOT INC   2023-06-30 2025-07-14
29. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
63. NVIDIA CORP   2024-02-21 2025-07-14
86. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
197. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
29. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
223. ZOETIS INC   2024-01-08 2025-07-21
.375 CHEVRON CORPORATION   2025-04-03 2025-07-28
340. METLIFE INC   2024-10-04 2025-07-30
450. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
680. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
77. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
210. BLOCK INC   2023-06-30 2025-08-06
34. GE VERNOVA LLC   2024-08-08 2025-08-11
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
623. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
148. DANAHER CORP   2023-07-31 2025-08-27
71. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
91. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
250. DOMINION ENERGY INC   2024-04-09 2025-09-04
40. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
34. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
99. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
43. GE VERNOVA LLC   2024-08-08 2025-09-09
740. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
380. DEXCOM INC   2025-01-15 2025-09-26
260. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
27. DANAHER CORP   2025-03-17 2025-10-08
211. DANAHER CORP   2023-07-31 2025-10-08
1150. AT&T INC   2022-10-27 2025-10-21
2. MICROSOFT CORPORATION   2024-02-21 2025-10-22
28. MONGODB INC   2024-11-26 2025-10-22
880. AT&T INC   2022-10-27 2025-10-23
1228. KENVUE INC   2024-03-20 2025-10-24
872. KENVUE INC   2024-03-20 2025-10-27
110. COMERICA INC   2025-07-31 2025-10-30
152. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
200. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-06-11 2025-11-19
45. CUMMINS ENGINE INC   2025-09-18 2025-11-19
18. IDEXX LABS INC   2025-07-21 2025-11-19
110. NEWMONT CORPORATION   2025-02-06 2025-11-19
110. ATLASSIAN CORP   2025-04-25 2025-11-21
165. BIONTECH SE-ADR   2025-04-14 2025-11-21
71. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
179. CHEVRON CORPORATION   2025-04-03 2025-11-21
320. CITIGROUP INC   2025-07-31 2025-11-21
105. MONGODB INC   2024-11-26 2025-11-21
250. NEWMONT CORPORATION   2025-02-06 2025-11-21
179. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
30. BLOCK INC   2025-10-22 2025-11-21
360. BLOCK INC   2023-06-30 2025-11-21
95. BIONTECH SE-ADR   2025-04-14 2025-11-24
160. AT&T INC   2024-01-08 2025-12-01
157. ALPHABET INC/CA-CL A   2023-02-15 2025-12-01
165. AMAZON COM INC   2024-03-20 2025-12-01
50. AMERICAN INTERNATIONAL GROUP   2020-06-11 2025-12-01
38. AMETEK INC NEW   2024-04-09 2025-12-01
169. APPLE INC   2023-07-31 2025-12-01
22. APPLIED MATERIALS INC   2023-09-25 2025-12-01
38. ASSURANT INC   2024-11-14 2025-12-01
1. AXON ENTERPRISE INC   2025-04-25 2025-12-01
7. AXON ENTERPRISE INC   2025-09-03 2025-12-01
230. BANK OF AMERICA CORP   2025-04-15 2025-12-01
100. BENTLEY SYSTEMS INC   2025-05-29 2025-12-01
36. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-12-01
57. BROADCOM INC   2025-11-21 2025-12-01
19. CME GROUP INC   2019-03-04 2025-12-01
150. C S X CORP   2025-01-10 2025-12-01
24. CAPITAL ONE FINANCIAL CORP   2025-06-30 2025-12-01
8. CASEYS GENERAL STORES INC   2025-11-21 2025-12-01
150. CHEWY INC - CLASS A   2023-09-25 2025-12-01
180. CISCO SYSTEMS INC   2023-08-31 2025-12-01
70. COMERICA INC   2025-07-31 2025-12-01
23. CONSTELLATION ENERGY   2023-09-25 2025-12-01
70. COSTAR GROUP INC   2024-04-09 2025-12-01
8. CUMMINS ENGINE INC   2025-09-18 2025-12-01
60. DELTA AIR LINES INC - W/I   2025-08-15 2025-12-01
35. DIAMONDBACK ENERGY INC   2025-06-16 2025-12-01
73. WALT DISNEY CO/THE   2024-03-20 2025-12-01
70. DOLBY LABORATORIES INC   2025-01-14 2025-12-01
110. DOMINION ENERGY INC   2024-04-09 2025-12-01
30. DOVER CORPORATION   2025-10-23 2025-12-01
130. E Q T CORP   2024-03-20 2025-12-01
44. EMERSON ELECTRIC COMPANY   2025-10-30 2025-12-01
86. EXXON MOBIL CORP   2025-10-23 2025-12-01
25. META PLATFORMS INC   2025-07-14 2025-12-01
330. FORD MOTOR CO DEL   2025-06-30 2025-12-01
160. FREEPORT-MCMORAN INC   2024-04-09 2025-12-01
6. GE VERNOVA LLC   2024-08-08 2025-12-01
72. GILEAD SCIENCES INC   2025-09-26 2025-12-01
17. GOLDMAN SACHS GROUP INC   2025-05-23 2025-12-01
51. HOWMET AEROSPACE INC   2024-04-09 2025-12-01
28. HUBBELL INC COM   2025-06-17 2025-12-01
11. HUBSPOT INC   2023-06-30 2025-12-01
33. HUMANA INC   2025-09-04 2025-12-01
6. IDEXX LABS INC   2025-07-21 2025-12-01
44. ILLUMINA INC   2023-07-31 2025-12-01
100. INTERNATIONAL PAPER CO   2024-09-12 2025-12-01
8. INTUITIVE SURGICAL INC   2024-04-25 2025-12-01
50. J P MORGAN CHASE & CO   2017-11-21 2025-12-01
81. JOHNSON & JOHNSON   2025-08-15 2025-12-01
36. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-12-01
21. LABCORP HOLDINGS INC   2024-07-25 2025-12-01
120. LAS VEGAS SANDS CORP   2022-06-08 2025-12-01
90. ESTEE LAUDER COMPANIES INC CL A   2025-10-24 2025-12-01
22. MARATHON PETROLEUM CORP   2023-12-14 2025-12-01
8. MASTERCARD INC   2025-06-24 2025-12-01
116. MICROSOFT CORPORATION   2024-01-08 2025-12-01
40. NETFLIX COM INC   2025-10-22 2025-12-01
29. NETFLIX COM INC   2023-06-30 2025-12-01
60. NEWMONT CORPORATION   2025-02-06 2025-12-01
406. NVIDIA CORP   2023-11-10 2025-12-01
140. OLD REPUBLIC INTERNATIONAL CORP   2025-11-21 2025-12-01
70. OMNICOM GROUP INC   2024-05-08 2025-12-01
190. PFIZER INC   2025-10-07 2025-12-01
32. PHILLIPS 66   2024-03-20 2025-12-01
29. REPLIGEN CORP   2023-08-31 2025-12-01
50. SCHWAB CHARLES CORP NEW   2025-04-10 2025-12-01
8. SERVICENOW INC   2025-01-10 2025-12-01
26. SHOPIFY INC-A W/I   2025-01-10 2025-12-01
20. SYNOPSYS INC   2025-03-20 2025-12-01
22. THERMO FISHER SCIENTIFIC INC.   2025-10-24 2025-12-01
18. UNITED HEALTH GROUP INC   2025-09-09 2025-12-01
57. VERALTO CORP-W/I   2024-04-09 2025-12-01
80. VOYA FINANCIAL INC   2025-09-04 2025-12-01
15. AON PLC/IRELAND A   2025-09-04 2025-12-01
65. CRH PLC   2023-09-25 2025-12-01
131. MEDTRONIC PLC   2024-01-08 2025-12-01
15. TRANE TECHNOLOGIES PLC   2012-12-18 2025-12-01
80. ALCON INC   2024-07-25 2025-12-01
9. SPOTIFY TECHNOLOGY SA   2025-11-21 2025-12-01
17. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-01
41. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
73. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
24. LABCORP HOLDINGS INC   2024-07-24 2025-12-16
102. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
30. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 44,240   32,589 11,651
b 27,378   32,016 -4,638
c 11,465   9,126 2,339
d 19,900   19,312 588
e 13,263   12,279 984
58,162   56,523 1,639
21,465   22,715 -1,250
21,361   27,177 -5,816
18,146   19,682 -1,536
7,462   7,055 407
12,899   13,668 -769
28,894   29,377 -483
42,241   47,800 -5,559
30,330   31,369 -1,039
18,334   21,465 -3,131
18,492   7,250 11,242
25,170   16,360 8,810
13,433   13,915 -482
64,606   52,221 12,385
20,951   25,538 -4,587
26,187   17,203 8,984
19,512   17,281 2,231
51,360   34,516 16,844
25,973   40,198 -14,225
24,855   28,439 -3,584
24,555   31,951 -7,396
3,179   2,163 1,016
4,304   4,255 49
17,789   27,655 -9,866
10,645   10,204 441
25,012   23,578 1,434
52,444   61,981 -9,537
10,389   5,099 5,290
15,938   28,965 -13,027
10,952   10,544 408
2,231   2,114 117
27,978   23,912 4,066
19,911   25,047 -5,136
9,051   12,769 -3,718
31,753   12,194 19,559
20,154   7,712 12,442
327,418   362,436 -35,018
42,045   32,696 9,349
36,335   31,207 5,128
37,890   25,641 12,249
30,440   19,648 10,792
30,884   24,137 6,747
4,295   3,244 1,051
2,936   1,055 1,881
7,047   6,914 133
15,061   12,367 2,694
10,384   4,235 6,149
9,133   8,968 165
20,922   12,879 8,043
15,006   12,262 2,744
32,926   40,307 -7,381
58   55 3
25,392   28,572 -3,180
10,186   17,952 -7,766
14,990   22,164 -7,174
13,447   5,075 8,372
15,973   13,884 2,089
22,126   5,981 16,145
965   738 227
64,641   40,730 23,911
30,306   34,146 -3,840
9,634   25,142 -15,508
12,061   32,225 -20,164
14,638   12,367 2,271
9,791   7,740 2,051
8,207   6,579 1,628
23,625   19,158 4,467
25,974   7,564 18,410
33,796   36,240 -2,444
25,469   30,820 -5,351
40,173   26,451 13,722
5,533   5,759 -226
43,238   47,045 -3,807
29,840   21,020 8,820
1,045   798 247
8,984   9,430 -446
21,613   15,786 5,827
18,380   24,988 -6,608
13,062   17,698 -4,636
8,531   7,486 1,045
22,822   25,716 -2,894
15,162   14,085 1,077
1,516   641 875
21,311   19,483 1,828
12,345   9,369 2,976
9,763   4,940 4,823
15,496   25,334 -9,838
15,918   16,786 -868
22,048   29,360 -7,312
26,843   26,230 613
31,079   30,385 694
33,325   35,361 -2,036
20,521   11,226 9,295
25,869   20,316 5,553
1,807   2,288 -481
21,686   23,802 -2,116
9,123   9,664 -541
4,104   2,785 1,319
49,831   17,021 32,810
38,506   28,290 10,216
3,825   1,523 2,302
7,488   6,873 615
46,952   33,709 13,243
5,522   2,996 2,526
8,637   8,157 480
532   597 -65
3,726   5,152 -1,426
12,317   8,761 3,556
4,179   4,806 -627
18,438   12,978 5,460
22,268   19,176 3,092
5,336   3,437 1,899
5,269   4,781 488
5,297   5,121 176
4,541   4,491 50
5,200   2,732 2,468
13,723   10,344 3,379
5,665   4,749 916
8,232   2,565 5,667
4,785   6,669 -1,884
3,977   3,418 559
3,819   3,618 201
5,519   5,268 251
7,694   8,403 -709
4,737   5,538 -801
6,794   5,441 1,353
5,550   5,432 118
7,852   4,385 3,467
5,825   6,085 -260
10,069   10,021 48
16,066   19,002 -2,936
4,385   3,584 801
6,931   8,187 -1,256
3,478   1,054 2,424
8,945   8,846 99
13,905   10,207 3,698
10,269   3,362 6,907
12,041   11,014 1,027
4,052   5,851 -1,799
8,066   10,323 -2,257
4,406   3,123 1,283
5,743   8,199 -2,456
3,903   4,784 -881
4,563   2,992 1,571
15,575   4,962 10,613
16,697   14,327 2,370
9,870   8,246 1,624
5,690   4,435 1,255
8,384   4,448 3,936
8,489   9,190 -701
4,329   3,275 1,054
4,389   4,436 -47
56,507   45,266 11,241
4,326   4,485 -159
3,136   1,277 1,859
5,503   2,694 2,809
72,618   23,428 49,190
6,433   6,439 -6
5,097   6,655 -1,558
4,885   4,999 -114
4,478   5,030 -552
4,875   5,042 -167
4,613   3,690 923
6,481   8,237 -1,756
4,014   2,680 1,334
8,707   9,010 -303
12,970   12,644 326
5,900   6,287 -387
5,769   5,093 676
5,628   6,200 -572
5,270   5,582 -312
7,732   4,753 2,979
13,642   11,292 2,350
6,193   440 5,753
6,339   7,390 -1,051
5,251   5,297 -46
4,486   3,523 963
10,626   8,497 2,129
18,874   15,128 3,746
6,196   5,057 1,139
26,199   20,424 5,775
7,578   5,961 1,617
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
      705,215
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       11,651
b       -4,638
c       2,339
d       588
e       984
      1,639
      -1,250
      -5,816
      -1,536
      407
      -769
      -483
      -5,559
      -1,039
      -3,131
      11,242
      8,810
      -482
      12,385
      -4,587
      8,984
      2,231
      16,844
      -14,225
      -3,584
      -7,396
      1,016
      49
      -9,866
      441
      1,434
      -9,537
      5,290
      -13,027
      408
      117
      4,066
      -5,136
      -3,718
      19,559
      12,442
      -35,018
      9,349
      5,128
      12,249
      10,792
      6,747
      1,051
      1,881
      133
      2,694
      6,149
      165
      8,043
      2,744
      -7,381
      3
      -3,180
      -7,766
      -7,174
      8,372
      2,089
      16,145
      227
      23,911
      -3,840
      -15,508
      -20,164
      2,271
      2,051
      1,628
      4,467
      18,410
      -2,444
      -5,351
      13,722
      -226
      -3,807
      8,820
      247
      -446
      5,827
      -6,608
      -4,636
      1,045
      -2,894
      1,077
      875
      1,828
      2,976
      4,823
      -9,838
      -868
      -7,312
      613
      694
      -2,036
      9,295
      5,553
      -481
      -2,116
      -541
      1,319
      32,810
      10,216
      2,302
      615
      13,243
      2,526
      480
      -65
      -1,426
      3,556
      -627
      5,460
      3,092
      1,899
      488
      176
      50
      2,468
      3,379
      916
      5,667
      -1,884
      559
      201
      251
      -709
      -801
      1,353
      118
      3,467
      -260
      48
      -2,936
      801
      -1,256
      2,424
      99
      3,698
      6,907
      1,027
      -1,799
      -2,257
      1,283
      -2,456
      -881
      1,571
      10,613
      2,370
      1,624
      1,255
      3,936
      -701
      1,054
      -47
      11,241
      -159
      1,859
      2,809
      49,190
      -6
      -1,558
      -114
      -552
      -167
      923
      -1,756
      1,334
      -303
      326
      -387
      676
      -572
      -312
      2,979
      2,350
      5,753
      -1,051
      -46
      963
      2,129
      3,746
      1,139
      5,775
      1,617
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 991,863
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 19,046
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 19,046
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 19,046
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,212
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 5,212
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 13,834
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBNY MELLON NA Telephone no. (215) 553-2389

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 		109,111    
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
14,504,712
b
Average of monthly cash balances.......................
1b
478,275
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,982,987
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
14,982,987
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
224,745
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,758,242
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
737,912
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
737,912
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
19,046
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,046
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
718,866
4
Recoveries of amounts treated as qualifying distributions................
4
222,000
5
Add lines 3 and 4............................
5
940,866
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
940,866
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
1,177,644
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
1,177,644
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 7 940,866
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 619,586
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,177,644
a Applied to 2024, but not more than line 2a 619,586
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..... 558,058
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		382,808
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

GOOD NEIGHBORS INC

224 E STREET RD STE 2
KENNET SQUARE,PA19348 		NONE   GENERAL OPERATING 20,000

NORTH10 PHILADELPHIA

3890 N 10TH ST
PHILADELPHIA,PA19140 		NONE   GENERAL OPERATING 30,000

GOODWILL INDUSTRIES OF SOUTHERN NJ & PHI

2835 ROUTE 73
SOUTH MAPLE SHADE,NJ08052 		NONE   GENERAL OPERATING 20,000

NORRISTOWN HOSPITALITY CENTER

530 CHURCH ST 1ST FLOOR
NORRISTOWN,PA194014825 		NONE   GENERAL OPERATING 15,000

FAMILY PROMISE MONTCO PA

31 S SPRING GARDEN STREET
AMBLER,PA190024748 		NONE   GENERAL OPERATING 30,000

CATHEDRAL SOUP KITCHEN INC

1514 FEDERAL ST
CAMDEN,NJ081051712 		NONE   GENERAL OPERATING 50,000

ACADEMY OF NATURAL SCIENCES OF DREXEL UN

1900 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19103 		NONE   GENERAL OPERATING 25,000

JEVS HUMAN SERVICES

1845 WALNUT ST FL 7
PHILADELPHIA,PA191034713 		NONE   GENERAL OPERATING 25,000

EPISOCPAL COMM SVCS OF THE DIOCESE OF PA

6006 W GIRARD AVE
PHILADELPHIA,PA19151 		NONE   GENERAL OPERATING 40,000

TEMPLE UNIVERSITY

1802 N BROAD ST
PHILADELPHIA,PA19122 		NONE   GENERAL OPERATING 20,000

HEIGHTS PHILADELPHIA

123 SOUTH BROAD ST SUITE 850
PHILADELPHIA,PA191091029 		NONE   GENERAL OPERATING 30,000

THE FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA19103 		NONE   GENERAL OPERATING 25,000

INDEPENDENCE SEAPORT MUSEUM

211 S COLUMBUS BLVD
PHILADELPHIA,PA191063101 		NONE   GENERAL OPERATING 19,000

GIRLS INC OF GREATER PHILA AND SOUTHERN

1901 S 9TH ST STE 602
PHILADELPHIA,PA19148 		NONE   GENERAL OPERATING 25,000

MANOR COLLEGE

700 FOX CHASE RD
JENKINTOWN,PA190463319 		NONE   GENERAL OPERATING 20,000

RESOURCES FOR HUMAN DEVELOPMENT INC

4700 WISSAHICKON AVE STE 126
PHILADELPHIA,PA19144 		NONE   GENERAL OPERATING 50,000

WOMEN AGAINST ABUSE INC

100 S BROAD ST
PHILADELPHIA,PA191101024 		NONE   GENERAL OPERATING 20,000

CONGRESO DE LATINOS UNIDOS INC

216 W SOMERSET ST
PHILADELPHIA,PA191333534 		NONE   GENERAL OPERATING 30,000

ORION COMMUNITIES INC

237 BRIDGE ST
PHOENIXVILLE,PA194605445 		NONE   GENERAL OPERATING 30,000

SENIORLAW CENTER

1500 JOHN F KENNEDY BLVD STE 1501
PHILADELPHIA,PA191021728 		NONE   GENERAL OPERATING 25,000

PHILABUNDANCE

3616 GALLOWAY ST
PHILADELPHIA,PA19148 		NONE   GENERAL OPERATING 20,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		NONE   GENERAL OPERATING 20,000

BAKER INDUSTRIES INC

184 PENNSYLVANIA AVE
MALVERN,PA193552418 		NONE   GENERAL OPERATING 25,000

MET AREA NEIGHBORHOOD NUTRITION ALLIANCE

420 N 20TH ST
PHILADELPHIA,PA191303828 		NONE   GENERAL OPERATING 50,000

FAMILY PROMISE OF PHILADELPHIA

7047 GERMANTOWN AVENUE
PHILADELPHIA,PA191190000 		NONE   GENERAL OPERATING 25,000

ONE HOUSE AT A TIME

411 SUSQUEHANNA RD
AMBLER,PA19002 		NONE   GENERAL OPERATING 10,000

BACK ON MY FEET

100 SOUTH BROAD STREET 2136
PHILADELPHIA,PA191100000 		NONE   GENERAL OPERATING 30,000

MALCOLM JENKINS FOUNDATION

PO BOX 8504
PISCATAWAY,NJ088558005 		NONE   GENERAL OPERATING 25,000

CATHOLIC PARTNERSHIP SCHOOLS

2824 RIVER AVE
CAMDEN,NJ08105 		NONE   GENERAL OPERATING 25,000

ROLLING HARVEST FOOD RESCUE

3920 RIVER RD
LUMBERVILLE,PA189339718 		NONE   GENERAL OPERATING 25,000

SMALL BUSINESS MENTORSHIP INITIATIVE

1000 S LENOLA ROAD BLDG 2 200
MAPLE SHADE,NJ08052 		NONE   GENERAL OPERATING 15,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL OPERATING 30,000

SENIOR COMMUNITY SERVICES INC

10201 WAYZATA BLVD STE 335
MINNETONKA,MN55305 		NONE   GENERAL OPERATING 30,000

NUEVA ESPERANZA

4741 BAYCEDAR LN
SARASOTA,FL34241 		NONE   GENERAL OPERATING 15,000

LIGUORI ACADEMY

2343 E TUCKER ST
PHILADELPHIA,PA191252348 		NONE   GENERAL OPERATING 30,000

KENTSUSSEX INDUSTRIES INC

301 N REHOBOTH BLVD
MILFORD,DE199631305 		NONE   GENERAL OPERATING 20,000

MINISTRY OF CARING INC

115 E 14TH ST
WILMINGTON,DE198013209 		NONE   GENERAL OPERATING 40,000

FOOD BANK OF DELAWARE INC

222 LAKE DR
NEWARK,DE197023319 		NONE   GENERAL OPERATING 40,000

SUMMER SEARCH

304 12TH ST STE 4A
OAKLAND,CA946074531 		NONE   GENERAL OPERATING 20,000

TECH IMPACT

100 N 18TH ST STE 410
PHILADELPHIA,PA191032704 		NONE   GENERAL OPERATING 25,000

HABITAT FOR HUMANITY

4900 MENAUL BLVD NE
ALBUQUERQUE,NM871103042 		NONE   GENERAL OPERATING 40,000

PHILADELPHIA YOUTH NETWORK INC

400 MARKET ST 200
PHILADELPHIA,PA19106 		NONE   GENERAL OPERATING 25,000
Total ................................. 3a 1,134,000
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 ....     14 448,515  
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 ............ 		    18 991,863  
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) ..   1,440,378  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,440,378
(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:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
91324P102 UNITED HEALTH GROUP AT COST 23,054 41,594
929089100 VOYA FINANCIAL INC AT COST 28,883 43,204
026874784 AMERICAN INTERNATION AT COST 7,796 25,665
594918104 MICROSOFT CORPORATIO AT COST 117,812 391,732
02079K305 ALPHABET INC/CA-CL A AT COST 54,469 339,918
023135106 AMAZON COM INC AT COST 95,543 264,981
233203421 DFA EMERG MKTS CORE AT COST 291,164 452,539
05569M814 BNY MELLON INTERMEDI AT COST 930,698 918,718
05569M368 BNY MELLON CORP BOND AT COST 1,625,000 1,601,397
05569M509 BNY MELLON M/C MULTI AT COST 563,699 127,641
05569M830 BNY MELLON BOND FUND AT COST 1,798,299 1,643,042
05569M871 BNY MELLON INTERNATI AT COST 196,630 443,078
037833100 APPLE INC AT COST 116,391 318,076
05569M780 BNY MELLON S/T US GV      
060505104 BANK OF AMERICA CORP AT COST 61,552 89,650
46625H100 J P MORGAN CHASE & C AT COST 33,486 108,910
05587N794 BNYM GLBL RL RTRN -Y AT COST 170,000 184,052
05588E850 BNY MELLON HIGH YIEL AT COST 395,000 341,495
12572Q105 CME GROUP INC AT COST 22,856 35,227
05588D753 BNY MELLON INTL EQTY AT COST 105,415 111,621
05588F709 BNY MELLON DEVELOPED AT COST 187,468 234,198
05587K857 BNYM INTL STCK-Y AT COST 91,551 168,367
05589K400 BNYM FLTNG RT INC-Y AT COST 400,000 357,060
G8994E103 TRANE TECHNOLOGIES P AT COST 3,079 40,866
87234N765 TCW EMERGING MARKETS AT COST 348,387 296,028
464287226 ISHARES BARCLAYS AGG AT COST 698,911 604,274
464288273 ISHARES MSCI EAFE SM AT COST 244,195 244,220
00206R102 AT&T INC AT COST 17,337 26,082
517834107 LAS VEGAS SANDS CORP AT COST 28,181 52,723
020002101 ALLSTATE CORP COM      
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 21,384 40,347
04621X108 ASSURANT INC AT COST 55,321 62,621
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 86,564 125,663
16679L109 CHEWY INC - CLASS A AT COST 18,878 34,372
17275R102 CISCO SYSTEMS INC AT COST 65,506 97,828
21037T109 CONSTELLATION ENERGY AT COST 17,957 56,876
22160N109 COSTAR GROUP INC AT COST 40,626 33,620
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 35,930 43,357
35671D857 FREEPORT-MCMORAN INC AT COST 48,660 55,869
443573100 HUBSPOT INC AT COST 38,827 29,295
452327109 ILLUMINA INC AT COST 36,074 32,528
46120E602 INTUITIVE SURGICAL I AT COST 20,198 30,583
56585A102 MARATHON PETROLEUM C AT COST 22,482 24,557
64110L106 NETFLIX COM INC AT COST 19,863 42,286
651639106 NEWMONT CORPORATION AT COST 17,962 39,940
67066G104 NVIDIA CORP AT COST 70,646 526,117
759916109 REPLIGEN CORP AT COST 31,321 33,264
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 36,472 43,305
G25508105 CRH PLC AT COST 23,795 53,040
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 47,953 55,844
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 28,187 28,049
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 33,148 35,328
254687106 WALT DISNEY CO/THE AT COST 59,390 59,843
26884L109 E Q T CORP AT COST 30,326 48,240
320517105 FIRST HORIZON NATL C AT COST 25,232 39,913
36828A101 GE VERNOVA LLC AT COST 7,552 28,104
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 50,602 63,334
38141G104 GOLDMAN SACHS GROUP AT COST 45,013 101,964
443201108 HOWMET AEROSPACE INC AT COST 23,334 72,577
443510607 HUBBELL INC COM AT COST 71,937 84,825
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 34,086 28,755
464287655 ISHARES RUSSELL 2000 AT COST 188,305 228,929
464287804 ISHARES CORE S&P SMA AT COST 282,670 316,674
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 53,921 73,686
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 48,401 41,183
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 33,482 27,486
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
88579Y101 3M CO      
902973304 US BANCORP DEL      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 33,692 37,758
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 79,146 89,240
H01301128 ALCON INC AT COST 45,355 40,193
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 35,885 35,780
08265T208 BENTLEY SYSTEMS INC AT COST 30,369 25,189
11135F101 BROADCOM INC AT COST 98,455 136,363
126408103 C S X CORP AT COST 35,696 40,600
14040H105 CAPITAL ONE FINANCIA AT COST 29,075 40,474
147528103 CASEYS GENERAL STORE AT COST 31,345 30,952
200340107 COMERICA INC AT COST 29,169 37,380
231021106 CUMMINS ENGINE INC AT COST 24,355 29,096
247361702 DELTA AIR LINES INC AT COST 27,132 31,230
25659T107 DOLBY LABORATORIES I AT COST 36,104 29,541
260003108 DOVER CORPORATION AT COST 36,388 40,805
291011104 EMERSON ELECTRIC COM AT COST 41,018 40,612
30231G102 EXXON MOBIL CORP AT COST 68,661 72,324
30303M102 META PLATFORMS INC AT COST 123,018 117,496
345370860 FORD MOTOR CO DEL AT COST 25,413 30,701
444859102 HUMANA INC AT COST 57,421 56,349
45168D104 IDEXX LABS INC AT COST 20,821 27,061
478160104 JOHNSON & JOHNSON AT COST 90,582 115,892
518439104 ESTEE LAUDER COMPANI AT COST 57,416 65,974
57636Q104 MASTERCARD INC AT COST 36,044 37,107
680223104 OLD REPUBLIC INTERNA AT COST 41,130 41,532
717081103 PFIZER INC AT COST 33,940 32,121
808513105 SCHWAB CHARLES CORP AT COST 20,664 27,975
81762P102 SERVICENOW INC AT COST 52,950 40,595
82509L107 SHOPIFY INC-A W/I AT COST 18,552 28,975
871607107 SYNOPSYS INC AT COST 56,694 65,291
882508104 TEXAS INSTRUMENTS IN AT COST 29,264 28,279
883556102 THERMO FISHER SCIENT AT COST 87,803 99,086
L8681T102 SPOTIFY TECHNOLOGY S AT COST 35,270 35,423

TY 2025 OtherDecreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
COST BASIS ADJUSTMENT 13


TY 2025 OtherExpensesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 4 4   0


TY 2025 OtherIncreasesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Description Amount
RECOVERY OF GRANTS PAID 222,000
MUTUAL FUND TIMING ADJ 81


TY 2025 TaxesSchedule
Name:
BEATTY HELEN D GROOME UW
EIN:
23-6224798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,126 3,126   0
FEDERAL TAX PAYMENT - PRIOR YE 1,635 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,212 0   0
FOREIGN TAXES ON NONQUALIFIED 1,536 1,536   0