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
ESTATE OF VERA B DAVID TRUST 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

13-6060248
B Telephone number (see instructions)

2129228198
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)$3,450,735
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 76,664 75,629  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,994
b Gross sales price for all assets on line 6a 1,507,986
7 Capital gain net income (from Part IV, line 2)... 67,994
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........ 144,658 143,623  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,559 33,009   8,312
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)... 5,679 1,299   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,239 34,309 0 8,312
25 Contributions, gifts, grants paid....... 124,842 124,842
26 Total expenses and disbursements. Add lines 24 and 25 ................ 172,081 34,309 0 133,154
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,423
b Net investment income (if negative, enter -0-) 109,314
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......... 38,011 38,344 38,344
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).......... 2,730,930 Click to see attachment
List of Attached Documents:
// Content
2,703,244
3,412,391
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) 2,768,941 2,741,588 3,450,735
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........ 2,768,941 2,741,588
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)..... 2,768,941 2,741,588
30 Total liabilities and net assets/fund balances (see instructions). 2,768,941 2,741,588
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
2,768,941
2
Enter amount from Part I, line 27a .....................
2
-27,423
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
71
4
Add lines 1, 2, and 3 ..........................
4
2,741,589
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,741,588
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 68. ALLSTATE CORP   2022-11-15 2025-01-10
b 44. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 19. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 73. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 70. E Q T CORP   2024-12-13 2025-01-10
37. HUBBELL INC COM     2025-01-10
150. NEWMONT CORPORATION   2023-12-14 2025-01-10
62. PINDUODUO INC-ADR   2024-10-31 2025-01-10
10. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
27. BIO-TECHNE CORP   2024-02-21 2025-01-13
7. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
15. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
46. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
36. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
23. BECTON DICKINSON AND COMPANY     2025-02-06
18. CONSTELLATION ENERGY   2023-09-25 2025-02-21
25. GE VERNOVA LLC   2024-08-08 2025-03-10
18. APPLE INC     2025-03-12
70. CME GROUP INC     2025-03-12
60. CONOCOPHILLIPS   2024-03-20 2025-03-17
250. E Q T CORP     2025-03-17
190. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
1818.182 BNY MELLON BOND FUND-M   2012-09-26 2025-03-20
96. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
47. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
180. US BANCORP DEL   2024-10-24 2025-04-10
2. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
2. HUBSPOT INC   2023-06-30 2025-04-14
120. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
60. SANOFI   2023-12-14 2025-04-15
130. SANOFI     2025-04-16
190. INGERSOLL RAND INC   2024-02-21 2025-04-25
70. CHEWY INC - CLASS A   2023-09-25 2025-04-29
16. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
8306.724 BNY MELLON INCOME STK FD CL M     2025-05-12
2734.731 BNY MELLON M/C MULTI-STRATEGY FUND   2021-12-29 2025-05-12
16136.875 BNY MELLON EMERGING MKTS FD CL M SHS     2025-05-12
30. DEXCOM INC   2025-01-15 2025-05-23
2. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
47. ALPHABET INC/CA-CL A     2025-05-29
63. CONOCOPHILLIPS   2024-08-01 2025-06-04
27. CONOCOPHILLIPS   2024-03-20 2025-06-04
52. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
32. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
68. ALPHABET INC/CA-CL A     2025-06-24
200. GENERAL MOTORS CO   2024-03-20 2025-06-30
68. 3M CO     2025-07-02
46. ALPHABET INC/CA-CL A     2025-07-14
38. AMAZON COM INC   2024-03-20 2025-07-14
2. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
4. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
4. HUBSPOT INC   2023-06-30 2025-07-14
8. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
25. NVIDIA CORP   2024-02-21 2025-07-14
28. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
49. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
8. INTUITIVE SURGICAL INC     2025-07-21
62. ZOETIS INC     2025-07-21
.175 CHEVRON CORPORATION   2025-04-03 2025-07-28
90. METLIFE INC   2024-10-04 2025-07-30
120. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
190. BAXTER INTERNATIONAL INC     2025-07-31
21. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
60. BLOCK INC   2023-06-30 2025-08-06
10. GE VERNOVA LLC   2024-08-08 2025-08-11
171. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
41. DANAHER CORP     2025-08-27
19. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
25. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
70. DOMINION ENERGY INC   2024-04-09 2025-09-04
11. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
9. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
28. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
11. GE VERNOVA LLC   2024-08-08 2025-09-09
200. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
100. DEXCOM INC   2025-01-15 2025-09-26
70. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
7. DANAHER CORP   2025-03-17 2025-10-08
58. DANAHER CORP     2025-10-08
320. AT&T INC   2022-10-27 2025-10-21
3. MICROSOFT CORPORATION   2024-02-21 2025-10-22
7. MONGODB INC   2024-11-26 2025-10-22
240. AT&T INC     2025-10-23
9420.702 BNYM YLD ENHAN STRAT-Y     2025-10-24
339. KENVUE INC     2025-10-24
241. KENVUE INC   2024-03-20 2025-10-27
30. COMERICA INC     2025-10-30
42. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
60. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
10. AMERICAN INTERNATIONAL GROUP   2020-08-07 2025-11-19
12. CUMMINS ENGINE INC     2025-11-19
4. IDEXX LABS INC   2025-07-21 2025-11-19
30. NEWMONT CORPORATION   2025-02-06 2025-11-19
20. AT&T INC   2024-01-08 2025-11-21
22. ALPHABET INC/CA-CL A   2023-02-15 2025-11-21
22. AMAZON COM INC     2025-11-21
5. AMETEK INC NEW   2024-04-09 2025-11-21
23. APPLE INC     2025-11-21
3. APPLIED MATERIALS INC   2023-09-25 2025-11-21
6. ASSURANT INC   2024-11-14 2025-11-21
30. ATLASSIAN CORP   2025-04-25 2025-11-21
1. AXON ENTERPRISE INC   2025-09-03 2025-11-21
9637.442 BNY MELLON CORP BOND-M     2025-11-21
22450.294 BNY MELLON INTERMEDIATE BOND FD CL M     2025-11-21
20. BANK OF AMERICA CORP   2025-04-15 2025-11-21
10. BENTLEY SYSTEMS INC   2025-05-29 2025-11-21
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-11-21
44. BIONTECH SE-ADR   2025-04-14 2025-11-21
7. BROADCOM INC   2025-11-21 2025-11-21
3. CME GROUP INC   2019-03-04 2025-11-21
20. C S X CORP   2025-01-10 2025-11-21
3. CAPITAL ONE FINANCIAL CORP   2025-06-30 2025-11-21
19. CARLISLE COMPANIES INC     2025-11-21
1. CASEYS GENERAL STORES INC   2025-11-21 2025-11-21
48. CHEVRON CORPORATION   2025-04-03 2025-11-21
20. CHEWY INC - CLASS A   2023-09-25 2025-11-21
30. CISCO SYSTEMS INC   2023-08-31 2025-11-21
80. CITIGROUP INC   2025-07-31 2025-11-21
10. COMERICA INC   2025-07-31 2025-11-21
4. CONSTELLATION ENERGY   2023-09-25 2025-11-21
10. COSTAR GROUP INC   2024-04-09 2025-11-21
1. CUMMINS ENGINE INC   2025-09-18 2025-11-21
10. DELTA AIR LINES INC - W/I   2025-08-15 2025-11-21
5. DIAMONDBACK ENERGY INC   2025-06-16 2025-11-21
10. WALT DISNEY CO/THE   2024-03-20 2025-11-21
10. DOMINION ENERGY INC   2024-04-09 2025-11-21
4. DOVER CORPORATION   2025-10-23 2025-11-21
10. E Q T CORP   2024-03-20 2025-11-21
6. EMERSON ELECTRIC COMPANY   2025-10-30 2025-11-21
11. EXXON MOBIL CORP   2025-10-23 2025-11-21
4. META PLATFORMS INC   2025-08-06 2025-11-21
40. FORD MOTOR CO DEL   2025-06-30 2025-11-21
30. FREEPORT-MCMORAN INC   2024-04-09 2025-11-21
1. GE VERNOVA LLC   2024-08-08 2025-11-21
9. GILEAD SCIENCES INC   2025-11-19 2025-11-21
2. GOLDMAN SACHS GROUP INC   2025-05-23 2025-11-21
7. HOWMET AEROSPACE INC   2024-04-09 2025-11-21
4. HUBBELL INC COM   2025-06-17 2025-11-21
2. HUBSPOT INC   2023-06-30 2025-11-21
4. HUMANA INC   2025-09-04 2025-11-21
1. IDEXX LABS INC   2025-07-21 2025-11-21
7. ILLUMINA INC   2023-07-31 2025-11-21
20. INTERNATIONAL PAPER CO   2024-09-12 2025-11-21
1. INTUITIVE SURGICAL INC   2024-04-25 2025-11-21
8. J P MORGAN CHASE & CO   2017-11-20 2025-11-21
9. JOHNSON & JOHNSON   2025-08-15 2025-11-21
5. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-11-21
3. LABCORP HOLDINGS INC   2024-07-25 2025-11-21
20. LAS VEGAS SANDS CORP   2022-09-23 2025-11-21
10. ESTEE LAUDER COMPANIES INC CL A   2025-10-24 2025-11-21
4. MARATHON PETROLEUM CORP   2023-12-14 2025-11-21
1. MASTERCARD INC   2025-06-24 2025-11-21
15. MICROSOFT CORPORATION   2024-02-21 2025-11-21
29. MONGODB INC   2024-11-26 2025-11-21
7. NETFLIX COM INC   2025-10-22 2025-11-21
70. NEWMONT CORPORATION   2025-02-06 2025-11-21
56. NVIDIA CORP     2025-11-21
20. OLD REPUBLIC INTERNATIONAL CORP   2025-11-21 2025-11-21
10. OMNICOM GROUP INC   2024-05-08 2025-11-21
20. PFIZER INC   2025-10-07 2025-11-21
4. PHILLIPS 66   2024-03-20 2025-11-21
4. REPLIGEN CORP   2023-08-31 2025-11-21
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-11-21
50. SHOPIFY INC-A W/I     2025-11-21
3. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
10. BLOCK INC   2025-10-22 2025-11-21
100. BLOCK INC   2023-06-30 2025-11-21
2. SYNOPSYS INC   2025-03-20 2025-11-21
3. THERMO FISHER SCIENTIFIC INC.   2025-10-24 2025-11-21
1. UNITED HEALTH GROUP INC   2025-09-09 2025-11-21
10. VERALTO CORP-W/I   2024-04-09 2025-11-21
10. VOYA FINANCIAL INC   2025-09-04 2025-11-21
3. AON PLC/IRELAND A   2025-09-04 2025-11-21
5. CRH PLC   2024-04-09 2025-11-21
20. MEDTRONIC PLC   2024-01-08 2025-11-21
2. TRANE TECHNOLOGIES PLC   2012-02-16 2025-11-21
10. ALCON INC   2024-07-25 2025-11-21
1. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-11-21
26. BIONTECH SE-ADR   2025-04-14 2025-11-24
12. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
22. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
7. LABCORP HOLDINGS INC     2025-12-16
30. LABCORP HOLDINGS INC     2025-12-17
9. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
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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    
(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 12,179   8,972 3,207
b 7,529   8,804 -1,275
c 3,251   2,588 663
d 5,360   5,202 158
e 3,438   3,183 255
15,594   15,101 493
5,854   6,195 -341
5,886   7,489 -1,603
5,041   5,467 -426
2,035   1,924 111
3,612   3,827 -215
7,740   7,869 -129
11,363   12,858 -1,495
8,148   8,428 -280
5,206   6,051 -845
5,121   2,008 3,113
6,766   4,398 2,368
3,900   4,039 -139
17,875   13,909 3,966
5,986   7,297 -1,311
12,837   9,725 3,112
13,941   9,369 4,572
20,000   25,073 -5,073
7,104   10,994 -3,890
6,714   7,682 -968
6,697   8,714 -2,017
1,060   721 339
1,076   1,064 12
4,964   7,718 -2,754
3,041   2,915 126
6,636   6,252 384
14,235   16,823 -2,588
2,597   1,275 1,322
4,322   7,855 -3,533
57,898   50,951 6,947
39,599   60,000 -20,401
171,535   154,767 16,768
2,527   2,433 94
343   325 18
8,067   6,812 1,255
5,430   6,831 -1,401
2,327   3,283 -956
8,925   3,428 5,497
5,512   2,109 3,403
11,391   7,724 3,667
9,820   8,434 1,386
10,474   7,088 3,386
8,335   4,894 3,441
8,566   6,695 1,871
954   721 233
734   264 470
2,168   2,128 40
4,155   3,412 743
4,121   1,681 2,440
2,974   2,920 54
5,204   3,204 2,000
4,140   3,359 781
9,154   11,202 -2,048
27   26 1
6,721   7,563 -842
2,716   4,787 -2,071
4,188   6,207 -2,019
3,667   1,384 2,283
4,564   3,967 597
6,508   1,759 4,749
17,743   11,180 6,563
8,396   9,369 -973
2,578   6,728 -4,150
3,314   8,853 -5,539
4,099   3,463 636
2,692   2,129 563
2,172   1,742 430
6,682   5,418 1,264
6,645   1,935 4,710
9,134   9,794 -660
6,702   8,111 -1,409
10,816   7,122 3,694
1,434   1,493 -59
11,885   12,904 -1,019
8,303   5,820 2,483
1,568   1,197 371
2,246   2,357 -111
5,894   4,240 1,654
106,831   115,000 -8,169
5,074   6,898 -1,824
3,610   4,891 -1,281
2,327   2,038 289
6,306   7,106 -800
4,549   4,225 324
758   301 457
5,683   5,200 483
2,743   2,082 661
2,663   1,347 1,316
519   348 171
6,641   2,130 4,511
4,869   3,779 1,090
978   904 74
6,274   4,587 1,687
680   409 271
1,371   1,288 83
4,226   6,909 -2,683
526   736 -210
120,950   120,975 -25
273,220   275,893 -2,673
1,032   762 270
416   481 -65
2,526   1,802 724
4,245   4,476 -231
2,419   2,355 64
823   543 280
689   637 52
627   640 -13
5,900   7,857 -1,957
564   561 3
7,198   7,034 164
676   364 312
2,301   1,724 577
7,770   7,596 174
785   678 107
1,358   446 912
673   953 -280
475   427 48
591   603 -12
734   753 -19
1,044   1,151 -107
617   495 122
732   724 8
572   337 235
771   830 -59
1,290   1,282 8
2,382   3,087 -705
514   434 80
1,202   1,535 -333
559   176 383
1,150   1,147 3
1,557   1,200 357
1,386   461 925
1,692   1,573 119
717   1,064 -347
914   1,251 -337
728   521 207
862   1,304 -442
754   957 -203
563   374 189
2,389   792 1,597
1,851   1,592 259
1,394   1,145 249
804   634 170
1,296   701 595
895   1,021 -126
766   596 170
542   555 -13
7,136   5,987 1,149
9,204   9,766 -562
737   785 -48
5,746   3,143 2,603
10,242   3,724 6,518
925   920 5
747   951 -204
504   526 -22
537   629 -92
649   695 -46
906   738 168
7,226   5,697 1,529
448   309 139
602   763 -161
6,024   6,612 -588
780   901 -121
1,759   1,724 35
320   349 -29
992   893 99
699   775 -76
1,045   1,116 -71
550   419 131
2,034   1,724 310
820   49 771
769   924 -155
266   207 59
2,497   2,645 -148
3,110   2,487 623
5,688   4,559 1,129
1,807   1,477 330
7,706   6,031 1,675
2,274   1,788 486
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
      18,539
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       3,207
b       -1,275
c       663
d       158
e       255
      493
      -341
      -1,603
      -426
      111
      -215
      -129
      -1,495
      -280
      -845
      3,113
      2,368
      -139
      3,966
      -1,311
      3,112
      4,572
      -5,073
      -3,890
      -968
      -2,017
      339
      12
      -2,754
      126
      384
      -2,588
      1,322
      -3,533
      6,947
      -20,401
      16,768
      94
      18
      1,255
      -1,401
      -956
      5,497
      3,403
      3,667
      1,386
      3,386
      3,441
      1,871
      233
      470
      40
      743
      2,440
      54
      2,000
      781
      -2,048
      1
      -842
      -2,071
      -2,019
      2,283
      597
      4,749
      6,563
      -973
      -4,150
      -5,539
      636
      563
      430
      1,264
      4,710
      -660
      -1,409
      3,694
      -59
      -1,019
      2,483
      371
      -111
      1,654
      -8,169
      -1,824
      -1,281
      289
      -800
      324
      457
      483
      661
      1,316
      171
      4,511
      1,090
      74
      1,687
      271
      83
      -2,683
      -210
      -25
      -2,673
      270
      -65
      724
      -231
      64
      280
      52
      -13
      -1,957
      3
      164
      312
      577
      174
      107
      912
      -280
      48
      -12
      -19
      -107
      122
      8
      235
      -59
      8
      -705
      80
      -333
      383
      3
      357
      925
      119
      -347
      -337
      207
      -442
      -203
      189
      1,597
      259
      249
      170
      595
      -126
      170
      -13
      1,149
      -562
      -48
      2,603
      6,518
      5
      -204
      -22
      -92
      -46
      168
      1,529
      139
      -161
      -588
      -121
      35
      -29
      99
      -76
      -71
      131
      310
      771
      -155
      59
      -148
      623
      1,129
      330
      1,675
      486
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 67,994
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 1,519
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 1,519
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 1,519
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,276
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 4,276
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 2,757
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax760 Refunded 11 1,997
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)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-8198

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
1,035
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
41,559    
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
3,222,991
b
Average of monthly cash balances.......................
1b
73,751
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,296,742
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
3,296,742
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
49,451
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,247,291
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
162,365
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
162,365
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,519
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,519
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
160,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
160,846
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
160,846
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
133,154
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
133,154
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 7 160,846
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 18,276
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: $ 133,154
a Applied to 2024, but not more than line 2a 18,276
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..... 114,878
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 ..........
45,968
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

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY100276598
NONE   GENERAL OPERATING 62,421

TRUSTEES OF COLUMBIA UNIVERSITY

615 W 131ST STREET FLOOR 3
NEW YORK,NY10027
NONE   GENERAL OPERATING 62,421
Total ................................. 3a 124,842
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 76,664  
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 67,994  
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) ..   144,658  
13Total. Add line 12, columns (b), (d), and (e)..................
13
144,658
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Statement:
The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

TY 2025 InvestmentsOtherSchedule2
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
594918104 MICROSOFT CORPORATIO AT COST 26,773 115,102
05569M368 BNY MELLON CORP BOND      
023135106 AMAZON COM INC AT COST 22,573 78,017
05569M814 BNY MELLON INTERMEDI      
05569M830 BNY MELLON BOND FUND AT COST 753,428 727,520
46625H100 J P MORGAN CHASE & C AT COST 9,802 31,900
02079K305 ALPHABET INC/CA-CL A AT COST 14,185 99,847
026874784 AMERICAN INTERNATION AT COST 2,274 7,700
91324P102 UNITED HEALTH GROUP AT COST 7,090 12,214
05569M855 BNY MELLON EMERGING      
929089100 VOYA FINANCIAL INC AT COST 8,800 12,663
037833100 APPLE INC AT COST 28,800 93,520
05569M301 BNY MELLON INCOME ST      
060505104 BANK OF AMERICA CORP AT COST 18,140 26,400
05588L888 BNYM YLD ENHAN STRAT      
12572Q105 CME GROUP INC AT COST 6,653 10,377
05588E850 BNY MELLON HIGH YIEL AT COST 49,432 40,374
05589K400 BNYM FLTNG RT INC-Y AT COST 30,000 26,958
G8994E103 TRANE TECHNOLOGIES P AT COST 767 12,065
05569M509 BNY MELLON MID CAP S      
020002101 ALLSTATE CORP COM      
00206R102 AT&T INC AT COST 5,119 7,700
517834107 LAS VEGAS SANDS CORP AT COST 8,248 15,622
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 6,265 11,822
04621X108 ASSURANT INC AT COST 16,165 18,305
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 25,509 37,196
16679L109 CHEWY INC - CLASS A AT COST 5,625 10,246
17275R102 CISCO SYSTEMS INC AT COST 19,165 28,501
21037T109 CONSTELLATION ENERGY AT COST 5,242 16,604
22160N109 COSTAR GROUP INC AT COST 12,379 10,086
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 10,703 12,890
35671D857 FREEPORT-MCMORAN INC AT COST 14,269 16,253
367829884 GATEWAY TR AT COST 15,000 21,032
443573100 HUBSPOT INC AT COST 11,170 8,427
452327109 ILLUMINA INC AT COST 10,298 9,575
46120E602 INTUITIVE SURGICAL I AT COST 5,985 9,062
464287507 ISHARES CORE S&P MID AT COST 197,525 230,010
464287804 ISHARES CORE S&P SMA AT COST 90,167 103,595
56585A102 MARATHON PETROLEUM C AT COST 6,551 7,156
64110L106 NETFLIX COM INC AT COST 6,062 12,470
64128R608 NEUBERGER BERMAN LON AT COST 15,060 19,010
651639106 NEWMONT CORPORATION AT COST 5,389 11,982
67066G104 NVIDIA CORP AT COST 20,434 154,609
759916109 REPLIGEN CORP AT COST 9,337 9,832
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 10,726 12,572
G25508105 CRH PLC AT COST 7,138 15,600
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 14,132 16,425
05587K857 BNYM INTL STCK-Y AT COST 105,000 88,533
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 8,130 8,091
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 9,795 10,373
254687106 WALT DISNEY CO/THE AT COST 17,522 17,634
26884L109 E Q T CORP AT COST 9,099 14,472
320517105 FIRST HORIZON NATL C AT COST 6,950 10,994
36828A101 GE VERNOVA LLC AT COST 2,283 8,496
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 15,014 18,656
38141G104 GOLDMAN SACHS GROUP AT COST 13,559 29,886
443201108 HOWMET AEROSPACE INC AT COST 6,855 21,322
443510607 HUBBELL INC COM AT COST 21,141 24,870
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 9,814 8,272
464287655 ISHARES RUSSELL 2000 AT COST 35,070 42,093
46432F842 ISHARES CORE MSCI EA AT COST 140,503 168,185
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 15,977 21,724
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 14,236 12,113
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 9,903 8,130
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 9,807 10,939
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 23,023 25,936
H01301128 ALCON INC AT COST 13,432 11,822
V7780T103 ROYAL CARIBBEAN CRUI      
00771X419 G Q G PART EMERG MKT AT COST 50,000 52,945
05464C101 AXON ENTERPRISE INC AT COST 10,427 10,223
08265T208 BENTLEY SYSTEMS INC AT COST 9,256 7,633
11135F101 BROADCOM INC AT COST 29,661 40,148
126408103 C S X CORP AT COST 10,517 11,963
14040H105 CAPITAL ONE FINANCIA AT COST 8,636 11,876
147528103 CASEYS GENERAL STORE AT COST 8,961 8,843
14949P208 CAUSEWAY INTL VALUE AT COST 75,000 73,868
200340107 COMERICA INC AT COST 8,819 11,301
231021106 CUMMINS ENGINE INC AT COST 7,264 8,678
247361702 DELTA AIR LINES INC AT COST 7,838 9,022
25659T107 DOLBY LABORATORIES I AT COST 10,997 8,991
260003108 DOVER CORPORATION AT COST 10,647 11,910
291011104 EMERSON ELECTRIC COM AT COST 12,084 11,945
30231G102 EXXON MOBIL CORP AT COST 20,249 21,300
30303M102 META PLATFORMS INC AT COST 35,948 34,325
345370860 FORD MOTOR CO DEL AT COST 7,494 9,053
444859102 HUMANA INC AT COST 17,249 16,648
45168D104 IDEXX LABS INC AT COST 6,246 8,118
464287457 ISHARES 1-3 YEAR TRE AT COST 20,015 19,960
46434G764 ISHARES MSCI EMERGIN AT COST 50,955 62,505
47803W703 J H III DISC MID CAP AT COST 37,500 35,037
478160104 JOHNSON & JOHNSON AT COST 26,906 34,147
518439104 ESTEE LAUDER COMPANI AT COST 16,522 18,850
57636Q104 MASTERCARD INC AT COST 10,536 10,847
680223104 OLD REPUBLIC INTERNA AT COST 12,212 12,323
717081103 PFIZER INC AT COST 9,998 9,462
74256W584 PRINCIPAL MIDCAP FUN AT COST 37,500 35,862
808513105 SCHWAB CHARLES CORP AT COST 5,904 7,993
81762P102 SERVICENOW INC AT COST 16,114 12,255
82509L107 SHOPIFY INC-A W/I AT COST 5,462 8,531
871607107 SYNOPSYS INC AT COST 16,861 19,259
87234N765 TCW EMERGING MARKETS AT COST 25,000 25,036
882508104 TEXAS INSTRUMENTS IN AT COST 8,618 8,328
883556102 THERMO FISHER SCIENT AT COST 25,923 28,973
L8681T102 SPOTIFY TECHNOLOGY S AT COST 10,432 10,453

TY 2025 OtherDecreasesSchedule
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Description Amount
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncreasesSchedule
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Description Amount
MUTUAL FUND TIMING ADJ 71


TY 2025 TaxesSchedule
Name:
ESTATE OF VERA B DAVID TRUST UW
EIN:
13-6060248
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 859 859   0
FEDERAL TAX PAYMENT - PRIOR YE 104 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,276 0   0
FOREIGN TAXES ON NONQUALIFIED 440 440   0