2025-09-10T11:01:35-05:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2024-01-01 136058048 TTEES EPPLEY FD FOR RESEARCH CITIBANK NA EPPL 8002853000 SUITE 180 20 MONTCHANIN RD GREENVILLE DE 19807 SHAWN P WILSON TRUSTEE 8002853000 2025-09-04 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-09-04 X 2024 2025-03-06 01:10:19Z X 5944001 X 178834 178834 218693 310920 218693 0 397527 397527 12652 6326 6326 0 0 0 0 0 0 1000 0 0 1000 2645 2645 0 0 5674 1940 0 0 0 0 0 0 0 250 250 22221 10911 0 7576 260563 260563 282784 10911 0 268139 114743 386616 0 36353 139321 139321 0 0 0 3211270 3223047 5804680 3247623 3362368 5944001 0 X 3247623 3362368 3247623 3362368 3247623 3362368 3247623 114743 2 3362368 0 3362368 150. MICROSOFT CORP 2005-06-23 2024-03-01 62060 3812 58248 58248 437. AT&T INC 1993-10-13 2024-11-07 9675 7189 2486 2486 100. ALLSTATE CORP 2004-01-22 2024-11-07 19079 4521 14558 14558 250. GLOBE LIFE INC COM 1987-06-11 2024-11-07 27231 863 26368 26368 2000. INTEL CORP 2005-06-23 2024-11-07 52349 54440 -2091 -2091 100. NORFOLK SOUTHERN CORP 1976-12-30 2024-11-07 27038 357 26681 26681 50. UNITEDHEALTH GROUP INC 2006-08-30 2024-11-07 30323 2594 27729 27729 347. DISCOVERY INC COM SER A 1993-10-13 2024-11-07 3255 6807 -3552 -3552 50. ALLSTATE CORP 2004-01-22 2024-12-19 9530 2261 7269 7269 350. BANK OF NEW YORK MELLON CORP 1977-01-01 2024-12-19 26774 1786 24988 24988 200. CISCO SYS INC 2005-06-23 2024-12-19 11566 4018 7548 7548 50. J. P . MORGAN CHASE & CO F/K/A 2016-01-19 2024-12-19 11676 2892 8784 8784 20. MICROSOFT CORP 2005-06-23 2024-12-19 8771 508 8263 8263 50. NORFOLK SOUTHERN CORP 1976-12-30 2024-12-19 11593 179 11414 11414 218693 5374 0 5374 0 5374 3190 0 2879 6069 0 695 695 0 false false false false false false false true true NY true false false false false true N/A CITIBANK NA 8002853000 388 GREENWICH STREET 19TH FLOOR NEW YORK NY 10013 X false false false false true false false false false false false false false false false false true false false true false false false false CITIBANK N A 388 GREENWICH STREET 19TH FLOOR NEW YORK NY 10013 TRUSTEE, AS REQ'D 0 7692 JOAN WINANT 215 E 72ND STREET NEW YORK NY 10021 CO-TRUSTEE, AS REQ'D 0 4960 NONE 0 NONE 0 5872030 0 0 5872030 0 0 5872030 88080 5783950 289198 289198 5374 5374 283824 0 283824 0 283824 268139 0 0 0 0 268139 283824 260563 0 0 0 0 0 0 0 268139 260563 0 0 7576 0 0 0 0 0 0 0 0 276248 0 0 0 0 0 0 0 0 NONE NONE X THE EPPLEY FOUNDATION FOR RESEARCH MCLAUGHLIN & STERN LLP 260 MADISON AVENUE ATTN HHELD NEW YORK NY 10016 NONE PF GENERAL OPERATING 260563 260563 14 178834 18 218693 397527 397527 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 EPPLEY FOUNDATION FOR RESEARCH INC 260 MADISON AVENUE NEW YORK NY 10016 2024-11-22 260563 SCIENTIFIC RESEARCH 347542 TO THE FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED. 6/12/2025 SEE ATTACHED STATEMENT 75513E101 RTX CORPORATION AT COST 25073 49760 260557103 DOW INC COM AT COST 28468 24760 02079K305 ALPHABET INC CAP STK AT COST 40588 189300 00287Y109 ABBVIE INC AT COST 12945 35540 58933Y105 MERCK & CO INC NEW AT COST 11981 84558 464288646 ISHARES TRUST ISHARE AT COST 1964222 1949090 921943858 VANGUARD FTSE DEVELO AT COST 297721 318003 064058100 BANK OF NEW YORK MEL AT COST 8421 126770 89417E109 THE TRAVELERS COMPAN AT COST 21084 120445 922042858 VANGUARD FTSE EMERGI AT COST 260672 248826 00206R102 AT & T INC AT COST 15034 22770 922908769 VANGUARD TOTAL STOCK AT COST 72549 144905 20030N101 COMCAST CORP NEW AT COST 20149 82566 20825C104 CONOCOPHILLIPS AT COST 15704 39668 166764100 CHEVRON CORP AT COST 28065 170187 46625H100 JPMORGAN CHASE & CO AT COST 35829 191768 92343V104 VERIZON COMMUNICATIO AT COST 21845 79980 91324P102 UNITEDHEALTH GROUP I AT COST 18157 177051 018802108 ALLIANT ENERGY CORP AT COST 12896 37850 337738108 FISERV INC AT COST 37311 71897 126650100 CVS HEALTH CORP COM AT COST 29632 35912 742718109 PROCTER & GAMBLE COM AT COST 32896 67060 031162100 AMGEN INC COM AT COST 5927 117288 68389X105 ORACLE CORPORATION C AT COST 42999 199968 494368103 KIMBERLY-CLARK CORP AT COST 31100 111384 020002101 ALLSTATE CORP COM AT COST 38431 163872 17275R102 CISCO SYSTEMS INC CO AT COST 56252 165760 717081103 PFIZER INC COM AT COST 963 41122 655844108 NORFOLK SOUTHERN COR AT COST 2678 176025 594918104 MICROSOFT CORP COM AT COST 33455 560595 STATE INCOME TAXES 250 0 250 ROUNDING 2 INVESTMNT MNGMNT FEES (NON-DED 2645 2645 FEDERAL TAX PAYMENT - PRIOR YE 544 0 0 FEDERAL ESTIMATES - PRINCIPAL 3190 0 0 FOREIGN TAXES ON QUALIFIED FOR 1117 1117 0 FOREIGN TAXES ON NONQUALIFIED 823 823 0