TY 2023 Form 990PF

- TIN:

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.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
GERHART FAMILY CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)590 BETHLEHEM PIKE SUITE A
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLMAR, PA18915

A Employer identification number

26-3384834

B Telephone number (see instructions)

(215) 997-6700

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$23,308,575J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	105,229		105,229
4	Dividends and interest from securities...	407,195		398,463
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,007,038
b	Gross sales price for all assets on line 6a 10,419,560
7	Capital gain net income (from Part IV, line 2)...			1,007,038
8	Net short-term capital gain.........
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........	1,519,462		1,510,730
13	Compensation of officers, directors, trustees, etc.	20,000		0	20,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,565	4,283	4,282
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	138,658	138,658	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	27,433	8,539	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,789	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	198,445		151,480	24,282
25	Contributions, gifts, grants paid.......	1,143,780			1,143,780
26	Total expenses and disbursements. Add lines 24 and 25	1,342,225		151,480	1,168,062
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	177,237
b	Net investment income (if negative, enter -0-)			1,359,250
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	50,209	50,654	50,654
	2	Savings and temporary cash investments.........	637,588	560,093	560,093
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	26,903	8,009	8,009
	10a	Investments—U.S. and state government obligations (attach schedule)	193,358	List of Attached Documents: // Content 49,947	49,627
	b	Investments—corporate stock (attach schedule).......	7,732,929	List of Attached Documents: // Content 4,874,160	7,412,944
	c	Investments—corporate bonds (attach schedule).......	2,206,596	List of Attached Documents: // Content 3,855,331	3,689,413
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	8,043,650	List of Attached Documents: // Content 9,670,276	11,537,835
	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)	18,891,233	19,068,470	23,308,575
	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	0
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	18,891,233	19,068,470
	29	Total net assets or fund balances (see instructions).....	18,891,233	19,068,470
	30	Total liabilities and net assets/fund balances (see instructions).	18,891,233	19,068,470

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

18,891,233

Enter amount from Part I, line 27a .....................

177,237

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

19,068,470

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

19,068,470

Form 990-PF (2023)

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
1 a	PUBLICLY TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,371,496	9,412,522	958,974
b	48,064		48,064
c
d
e

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			958,974
b			48,064
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,007,038
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 ...................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	18,894
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	18,894
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	18,894
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	26,903
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	26,903
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	8,009
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax8,009	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

ROBERT W PRITCHARD Telephone no. right arrow

(215) 997-6700

Located at right arrow

590 BETHLEHEM PIKE SUITE ACOLMARPA ZIP+4 right arrow

18915

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
MARY GERHART	TRUSTEE 1.00	10,000
1627 E SAWMILL ROAD QUAKERTOWN,PA18960	TRUSTEE 1.00	10,000
ROBERT W PRITCHARD	TRUSTEE 1.00	10,000
590 BETHLEHEM PIKE SUITE A COLMAR,PA18915	TRUSTEE 1.00	10,000

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 (2023)

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 arrow

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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

21,694,457

Average of monthly cash balances.......................

947,405

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

22,641,862

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

22,641,862

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

339,628

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

22,302,234

Minimum investment return. Enter 5% (0.05) of line 5................

1,115,112

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

1,115,112

Tax on investment income for 2022 from Part V, line 5.......

18,894

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

18,894

Distributable amount before adjustments. Subtract line 2c from line 1............

1,096,218

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,096,218

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,096,218

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,168,062

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,168,062

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7				1,096,218
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			1,137,272
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,168,062
a Applied to 2022, but not more than line 2a			1,137,272
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 2023 distributable amount.....				30,790
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2023.	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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........				1,065,428
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 2018 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ROBERT W PRITCHARD TRUSTEE
590 BETHLEHEM PIKE SUITE A
COLMAR,PA18915
(215) 997-6700

bThe form in which applications should be submitted and information and materials they should include:

APPLICATION SHOULD BE IN WRITING

cAny submission deadlines:

SEPTEMBER 1ST

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY OR SCIENTIFIC TAX EXEMPT ORGANIZATIONS.

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALD EAGLE BOYS CAMP 1077 WILDERNESS TRAIL MILL HALL,PA17751		PC	GENERAL FUND	34,660
CAMP MENOLAN 1415 DOERR ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	69,320
COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS,CO80997		PC	GENERAL FUND	17,330
CROSSROADS PREGNANCY CAR 256 TRUMBAUERSVILLE ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	86,650
CURE INTERNATIONAL 701 BOSLER AVENUE LEMOYNE,PA17043		PC	GENERAL FUND TO HELP GLOBAL CHILDREN'S FUND	173,300
DOYLESTOWN AREA FISH PO BOX 196 DOYLESTOWN,PA18901		PC	GENERAL FUND	34,660
FAITH CHRISTIAN ACADEMY 2255 ALLENTOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	103,980
GRAND VIEW HOSPITAL 700 LAWN AVENUE SELLERSVILLE,PA189601548		PC	GENERAL FUND	173,300
HARVEY CEDARS BIBLE CONFERANCE 12 CEDARS AVE HARVEY CEDARS,NJ08008		PC	GENERAL FUND	51,990
JONI AND FRIENDS PO BOX 3333 AGOURA HILLS,CA913763333		PC	GENERAL FUND	86,650
MANNA ON MAIN STREET 713 W MAIN STREET LANSDALE,PA194462029		PC	GENERAL FUND	34,660
PLUMSTEAD CHRISTIAN SCHOOL PO BOX 216 PLUMSTEADVILLE,PA189490216		PC	GENERAL FUND	103,980
QUAKERTOWN CHRISTIAN SCHOOL 50 EAST PALETOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	103,980
SPRUCE LAKE RETREAT 5389 ROUTE 447 CANADENSIS,PA18325		PC	GENERAL FUND	51,990
UPPER BUCKS CHRISTIAN SCHOOL 754 E ROCKHILL ROAD SELLERSVILLE,PA18960		PC	GENERAL FUND	17,330
Total ................................. 3a				1,143,780

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	105,229
4 Dividends and interest from securities ....			14	407,195
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	1,007,038
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) ..		0		1,519,462	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,519,462

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
3	INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS
4	PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE TRUST.
8	SAME AS ABOVE

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type 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 (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	8,565	4,283		4,282

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 03.750% FEB 15 2025 51000	49,822	50,321
AMGEN INC EXXON MOBIL CORPORATION 52000	48,353	47,564
ANHEUSER-BUSCH INBEV WOR GLB 5000	4,589	4,768
APPLE INC 02.610% OCT 15 2030 52000	57,569	49,951
AT&T INC GOLDMAN SACHS GROUP INC 52000	62,030	50,998
BANK OF NY MELLON CORP GLB 25000	26,882	26,545
BP CAPITAL MARKETS PLC 04.000% MAR 03 2024 52000	55,128	50,032
CAPITAL ONE FINANCIAL CO HOME DEPOT INC 52000	53,430	51,131
CHUBB INA HOLDINGS INC GLB 52000	57,520	50,498
CITIGROUP INC 04.500% SEP 15 2032 51000	54,985	48,639
COMCAST CORP HP ENTERPRISE CO 52000	60,450	51,320
CVS HEALTH CORP GLB 52000	58,677	51,178
DOWDUPONT INC 04.900% OCT 15 2025 52000	59,989	52,798
DUKE ENERGY CORP ILLINOIS TOOL WORKS INC 52000	56,547	51,715
ENTERPRISE PRODUCTS OPER GLB 52000	56,888	51,317
EXXON MOBIL CORPORATION 02.650% NOV 15 2026 52000	55,263	46,493
GOLDMAN SACHS GROUP INC JPMORGAN CHASE & CO 52000	56,591	51,848
HOME DEPOT INC GLB 52000	51,901	53,141
HP ENTERPRISE CO VAR%JAN 25 2033 52000	59,172	51,761
ILLINOIS TOOL WORKS INC KINDER MORGAN INC 52000	57,111	49,676
JPMORGAN CHASE & CO COMPANY GUARNT GLB 52000	43,826	44,644
KINDER MORGAN INC 02.000% FEB 15 2031 52000	50,111	43,254
LOCKHEED MARTIN CORP LOCKHEED MARTIN CORP 27000	30,669	26,509
LOWE'S COS INC GLB 25000	23,876	23,811
MCDONALD'S CORP 03.550% JAN 15 2026 52000	54,110	47,640
METLIFE INC LOWE'S COS INC 52000	63,857	52,320
MORGAN STANLEY GLB 52000	56,907	50,446
NEWMONT CORP 02.500% APR 15 2026 52000	41,123	44,539
NEXTERA ENERGY CAPITAL MCDONALD'S CORP 52000	57,246	46,652
NISOURCE FINANCE CORP SER MTN GLB 52000	56,234	50,105
NORTHROP GRUMMAN CORP 02.625% SEP 01 2029 52000	51,524	52,543
ORACLE CORP METLIFE INC 49000	53,486	44,262
PFIZER INC GLB 52000	60,052	50,154
PNC FINANCIAL SERVICES 04.550% MAR 23 2030 52000	57,307	49,246
QUALCOMM INC MORGAN STANLEY 52000	42,430	42,493
THERMO FISHER SCIENTIFIC - 52000	47,184	43,994
TORONTO-DOMINION BANK 03.625% JAN 20 2027 52000	50,504	43,323
UNITED TECHNOLOGIES CORP NEWMONT CORP 52000	58,135	51,258
UNITEDHEALTH GROUP INC COMPANY GUARNT GLB 52000	58,088	51,257
US BANCORP 02.600% JUL 15 2032 52000	54,866	48,835
VERIZON COMMUNICATIONS NEXTERA ENERGY CAPITAL 52000	49,289	42,909
WALMART INC COMPANY GUARNT GLB 52000	60,360	51,420
WELLS FARGO & COMPANY 02.750% NOV 01 2029 52000	55,411	51,312
WELLS FARGO & COMPANY NISOURCE FINANCE CORP 54000	51,124	52,680
AMAZON.COM INC DTD 4/13/2022 3.3% 4/13/2027 40000	37,651	38,828
AMERICAN EXPRESS CO DTD 11/7/2022 5.85% 11/5/2027 40000	41,140	41,710
ANHEUSER-BUSCH INBEV WOR DTD 1/23/2019 4.75% 1/23/2029 40000	38,997	40,622
A T & T INC DTD 11/23/2018 4.1% 2/15/2028 45000	42,183	43,976
BANK OF AMERICA CORP DTD 4/21/2015 3.95% 4/21/2025 40000	38,691	39,322
BANK OF MONTREAL DTD 1/12/2023 5.203% 2/1/2028 40000	39,369	40,746
BARCLAYS PLC DTD 3/16/2015 3.65% 3/16/2025 40000	38,500	39,106
B P CAP MARKETS AMERICA DTD 11/6/2018 4.234% 11/6/2028 40000	38,050	39,755
BRISTOL-MYERS SQUIBB CO DTD 7/15/2020 3.2% 6/15/2026 40000	37,985	38,811
CANADIAN IMPERIAL BANK DTD 4/7/2022 3.45% 4/7/2027 45000	41,842	43,204
CITIGROUP INC DTD 3/20/2019 FLTG RATE 3/20/2030 45000	40,651	42,701
COMCAST CORP DTD 8/7/2017 3.15% 2/15/2028 45000	41,214	42,893
COOPERATIEVE RABOBANK UA DTD 7/21/2016 3.75% 7/21/2026 45000	42,024	43,083
CREDIT SUISSE NEW YORK DTD 9/9/2014 3.625% 9/9/2024 40000	39,023	39,433
GLAXOSMITHKLINE CAP INC DTD 5/15/2018 3.875% 5/15/2028 40000	37,947	39,437
GOLDMAN SACHS GROUP INC/THE DTD 9/29/2017 FLTG RATE 9/29/2025 40000	38,780	39,324
HOME DEPOT INC DTD 3/30/2020 2.7% 4/15/2030 45000	38,837	41,099
HSBC HOLDINGS PLC DTD 8/14/2023 FLTG RATE 8/14/2027 40000	39,855	40,554
INTEL CORP DTD 11/21/2019 2.45% 11/15/2029 45000	38,467	40,503
JOHN DEERE CAPITAL CORP DTD 1/9/2023 4.75% 1/20/2028 40000	39,272	40,662
JPMORGAN CHASE & CO DTD 7/25/2022 FLTG RATE 7/25/2033 45000	42,501	44,493
K L A CORP DTD 6/23/2022 4.65% 7/15/2032 40000	38,325	40,859
LLOYDS BANKING GROUP PLC DTD 2/5/2020 2.438% 2/5/2026 40000	37,891	38,595
META PLATFORMS INC DTD 8/9/2022 3.5% 8/15/2027 40000	37,904	38,951
MITSUBISHI UFJ FIN GRP DTD 2/25/2020 2.193% 2/25/2025 40000	37,907	38,633
MORGAN STANLEY DTD 1/19/2023 FLTG RATE 2/1/2029 40000	38,644	40,182
ORACLE CORP DTD 4/1/2020 2.8% 4/1/2027 45000	41,007	42,446
PFIZER INVESTMENT ENTER DTD 5/19/2023 4.75% 5/19/2033 40000	38,198	40,090
PNC FINANCIAL SERVICES DTD 4/22/2019 3.45% 4/23/2029 45000	39,781	42,605
ROYAL BANK OF CANADA DTD 1/27/2016 4.65% 1/27/2026 40000	39,086	39,661
ROYAL BANK OF SCOTLAND GROUP PLC DTD 9/27/2018 5.076% 1/27/2030 40000	37,478	39,374
SHELL INTERNATIONAL FIN DTD 4/6/2020 2.75% 4/6/2030 45000	39,310	41,104
SUMITOMO MITSUI FINL GROUP I 2.6320% DTD 7/14/2016 2.632% 7/14/2026 45000	41,300	42,628
TARGET CORP DTD 9/13/2022 4.5% 9/15/2032 40000	38,055	40,400
TORONTO-DOMINION BANK DTD 7/17/2023 5.532% 7/17/2026 40000	39,836	40,760
TRUIST FINANCIAL CORP DTD 6/8/2023 6.047% 6/8/2027 40000	40,050	40,704
U S BANCORP DTD 4/26/2016 3.1% 4/27/2026 45000	42,087	43,123
VERIZON COMMUNICATIONS DTD 9/10/2019 4.016% 12/3/2029 45000	41,315	43,510
WALT DISNEY COMPANY/THE DTD 5/13/2020 2.65% 1/13/2031 50000	42,099	44,487
WELLS FARGO & COMPANY DTD 1/24/2019 4.15% 1/24/2029 45000	41,463	43,739

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Stock	End of Year Book Value	End of Year Fair Market Value
337 SHS ABBOTT LABS	30,206	37,094
57 SHS ADOBE INC	20,108	34,006
44 SHS AIR PRODUCTS&CHEM	10,788	12,047
724 SHS ALPHABET INC SHS CL A	49,297	101,136
544 SHS AMAZON COM INC COM	64,294	82,655
69 SHS AMERICAN WTR WKS CO INC	7,843	9,107
962 SHS APPLE INC	73,394	185,214
36 SHS ASML HLDG NV NY REG SHS	17,538	27,249
1372 SHS AT&T INC	25,499	23,022
53 SHS BECTON DICKINSON CO	12,507	12,923
181 SHS BERKSHIRE HATHAWAYINC B	30,864	64,555
35 SHS BLACKROCK INC	17,319	28,413
136 SHS BLACKSTONE INC	15,349	17,805
338 SHS BOSTON SCIENTIFIC CORP	11,854	19,540
291 SHS BRISTOL-MYERS SQUIBB CO	20,863	14,931
66 SHS BROADCOM INC	17,266	73,673
89 SHS CHENIERE ENERGY	15,096	15,193
246 SHS CHEVRON CORP	19,956	36,693
374 SHS CISCO SYSTEMS INC COM	7,624	18,894
466 SHS COCA COLA COM	20,231	27,461
380 SHS CONOCOPHILLIPS	21,985	44,107
74 SHS COSTCO WHOLESALE CRP DEL	21,908	48,846
545 SHS CVS HEALTH CORP	45,477	43,033
85 SHS DEERE CO	11,954	33,989
250 SHS DISNEY (WALT) CO COM STK	24,056	22,573
158 SHS DUPONT DE NEMOURS INC	7,101	12,155
156 SHS EATON CORP PLC	8,061	37,568
70 SHS ELECTRONIC ARTS INC DEL	6,666	9,577
15 SHS EQUINIX INC	9,807	12,081
251 SHS EXXON MOBIL CORP COM	24,584	25,095
453 SHS FREEPORT-MCMORAN INC	16,439	19,284
392 SHS GENERAL MOTORS CO	11,918	14,081
64 SHS HERSHEY COMPANY	16,237	11,932
45 SHS HESS CORP	6,102	6,487
64 SHS HILTON WORLDWIDE	7,739	11,654
124 SHS HOME DEPOT INC	28,549	42,972
127 SHS HONEYWELL INTL INC DEL	12,306	26,633
166 SHS JOHNSON AND JOHNSON COM	24,398	26,019
320 SHS JPMORGAN CHASE & CO	27,647	54,432
275 SHS KKR & CO INC CL A	17,568	22,784
74 SHS LVMH MOET HENNESSY ADR	11,280	12,021
82 SHS L3HARRIS TECHNOLOGIES	14,291	17,271
455 SHS MARVELL TECH INC	11,720	27,441
617 SHS MERCK AND CO INC SHS	47,573	67,265
37 SHS META PLATFORMS INC	12,237	13,097
531 SHS MGM RESORTS INTERNATIONL	20,069	23,725
482 SHS MICROSOFT CORP	64,534	181,251
409 SHS MONDELEZ INTERNATIONAL	20,059	29,624
631 SHS MORGAN STANLEY	23,534	58,841
373 SHS NEXTERA ENERGY INC SHS	30,350	22,656
187 SHS NIKE INC CL B	15,971	20,303
23 SHS NORTHROP GRUMMAN CORP	10,812	10,767
165 SHS NVIDIA	12,927	81,711
308 SHS PALO ALTO NETWORKS INC	22,369	90,823
122 SHS PAYPAL HOLDINGS INC SHS	3,597	7,492
113 SHS PNC FINCL SERVICES GROUP	23,755	17,498
165 SHS PROCTER & GAMBLE CO	24,523	24,179
188 SHS PROLOGIS INC	14,859	25,060
151 SHS QUANTA SERVICES INC	21,174	32,586
188 SHS RTX CORP	16,985	15,818
133 SHS SALESFORCE INC	22,203	34,998
197 SHS SCHLUMBERGER LTD	10,662	10,252
312 SHS SEMPRA	26,125	23,316
159 SHS SPDR S P BIOTECH	15,677	14,197
400 SHS SYSCO CORPORATION	31,585	29,252
137 SHS TARGET CORP COM	7,459	19,512
46 SHS THERMO FISHER SCIENTIFIC	22,182	24,416
32 SHS UNION PACIFIC CORP	4,801	7,860
116 SHS UNITEDHEALTH GROUP INC	45,014	61,071
67 SHS VALERO ENERGY CORP NEW	5,414	8,710
207 SHS VISA INC CL A SHRS	29,588	53,892
186 SHS WALMART INC	25,715	29,323
163 SHS WASTE MANAGEMENT INC NEW	26,638	29,193
613 SHS ABBOTT LABORATORIES	44,003	67,473
451 SHS ABBVIE INC.	32,767	69,891
81 SHS ACCENTURE PLC	21,214	28,424
180 SHS ALIGN TECHNOLOGY INC	63,741	49,320
383 SHS ALLSTATE CORP	50,532	53,612
1868 SHS ALPHABET, INC.	115,402	260,941
1260 SHS AMAZON.COM INC	83,014	191,444
1120 SHS AMERICAN INTERNATIONAL GROUP INC	34,415	75,880
194 SHS AMERIPRISE FINANCIAL INC	43,338	73,687
710 SHS AMPHENOL CORP NEW CL A	53,467	70,382
91 SHS ANTHEM INC.	42,598	42,912
1399 SHS APPLE INC	115,113	269,349
274 SHS APPLIED MATERIALS INC	37,320	44,407
265 SHS ARES MANAGEMENT CORPORATION	21,854	31,514
356 SHS ASSURANT INC	50,829	59,982
2510 SHS AT&T INC	44,191	42,118
950 SHS BAKER HUGHES	29,252	32,471
1270 SHS BANK OF AMERICA CORPORATION	23,502	42,761
280 SHS BECTON DICKINSON & CO	76,966	68,272
335 SHS BERKSHIRE HATHAWAY INC DEL CL B	116,797	119,481
1440 SHS BOSTON SCIENTIFIC CORPORATION	62,160	83,246
30 SHS BROADCOM INC	15,885	33,488
1640 SHS CHEWY, INC	29,797	38,753
700 SHS CISCO SYSTEMS INC	40,228	35,364
301 SHS CME GROUP INC	53,702	63,391
800 SHS COCA - COLA CO	42,150	47,144
485 SHS CONSTELLATION ENERGY	55,074	56,692
920 SHS CORNING INC	32,446	28,014
490 SHS COSTAR GROUP INC	38,876	42,821
65 SHS COSTCO WHSL CORP NEW	6,680	42,905
510 SHS CRH PLC	28,553	35,272
660 SHS C S X CORP	8,509	22,882
271 SHS DANAHER CORP	60,508	62,693
36 SHS DEERE & CO	4,607	14,395
670 SHS DOMINION RES INC VA NEW	32,388	31,490
441 SHS EATON CORP PLC	19,783	106,202
233 SHS ELI LILLY & CO	39,703	135,820
89 SHS EVEREST RE GROUP LTD	33,954	31,469
1163 SHS EXXON MOBIL CORP	119,676	116,277
1150 SHS FREEPORT MCMORAN COPPER & GOLD INC	50,043	48,956
150 SHS GENUINE PARTS CO	26,033	20,775
118 SHS HUBSPOT, INC.	62,762	68,504
189 SHS ILLINOIS TOOL WKS INC	16,404	49,507
325 SHS ILLUMINA INC	50,686	45,253
700 SHS INTEL CORP	32,194	35,175
1960 SHS INTERNATIONAL GAME TECHNOLOGY PLC	55,968	53,724
88 SHS INTUITIVE SURGICAL INC	30,061	29,688
892 SHS JP MORGAN CHASE & CO	92,847	151,729
1310 SHS LAS VEGAS SANDS CORP	45,943	64,465
294 SHS MARATHON PETROLEUM CORP	43,772	43,618
79 SHS MARTIN MARIETTA MATLS INC	27,413	39,414
110 SHS MC DONALD'S CORPORATION	26,801	32,616
310 SHS MICROCHIP TECHNOLOGY INC	25,432	27,956
885 SHS MICROSOFT CORPORATION	77,558	332,795
53 SHS NETFLIX COM INC	23,342	25,805
1530 SHS NEWMONT MINING CORP	63,188	63,327
384 SHS NEXTERA ENERGY INC	15,224	23,324
219 SHS NIKE INC CLASS B STOCK	10,969	23,777
144 SHS NORTHROP GRUMMAN CORP	61,374	67,412
337 SHS NVIDIA CORP	87,827	166,889
840 SHS OCCIDENTAL PETROLEUM CORP	51,608	50,156
510 SHS PUBLIC SVC ENTERPRISE GROUP INC	34,734	31,187
28 SHS REGENERON PHARMACEUTICALS INC	19,316	24,592
193 SHS RENAISSANCE RE HLDGS LTD ADR	37,347	37,828
145 SHS REPLIGEN CORP	25,208	26,071
890 SHS SANOFI-AVENTIS ADR	46,239	44,260
428 SHS SAREPTA THERAPEUTICS, INC.	49,016	41,272
1280 SHS SCHLUMBERGER LTD	70,009	66,611
370 SHS SHOPIFY INC	21,453	28,823
126 SHS S & P GLOBAL INC.	27,587	55,506
640 SHS SQUARE, INC.	42,314	49,504
460 SHS SYNCHRONY FINANCIAL	10,522	17,567
156 SHS THE PROCTER & GAMBLE COMPANY	22,284	22,860
87 SHS THERMO FISHER SCIENTIFIC INC.	22,598	46,179
209 SHS TRANE TECHNOLOGIES PUBLIC LIMITED CO	6,547	50,975
310 SHS TWILIO INC.	20,875	23,520
780 SHS UBER TECHNOLOGIES, INC.	38,461	48,025
122 SHS UNITEDHEALTH GROUP INC	16,256	64,229
90 SHS VERALTO CORPORATION	7,958	7,403
640 SHS VOYA FINANCIAL INC	18,913	46,694

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

US Government Securities - End of Year Book Value:

49,947

US Government Securities - End of Year Fair Market Value:

49,627

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
14043.473 SHS DOUBLELINE TOTAL RETURN BOND	AT COST	145,248	124,144
725 SHS INVESCO QQQ ETF	AT COST	160,407	296,902
765 SHS ISHARES RUSSELL MID CAP VALUE ETF	AT COST	54,844	88,962
300 SHS ISHARES RUSSELL MID CAP ETF	AT COST	14,314	23,319
200 SHS ISHARES S&P SMALL CAP 600 GROWTH ETF	AT COST	14,726	25,028
2,350 SHS VANGUARD FTSE EMERGING MARKETS ETF	AT COST	82,939	96,585
270 SHS VANGUARD HEALTH CARE ETF	AT COST	47,799	67,689
1,965 SHS VANGUARD TOTAL STOCK MARKET ETF	AT COST	288,412	466,137
5,088.691 SHS IMLPX MAINGATE MLP CL	AT COST	36,025	40,353
5425.000 SHS SPDR BLOOMBERG 1-3 MNTH T BILL ETF	AT COST	497,281	495,791
6390.186 SHS ALLSPRING SPECIAL SMALL CAP VALUE FUND	AT COST	155,665	263,787
7807.137 SHS BLACKROCK MID CAP GROWTH EQUITY	AT COST	262,039	302,292
2788.295 SHS CONESTOGA SMALL CAP FUND	AT COST	100,323	203,434
12441.094 SHS HARDING LOEVNER INTL EQUITY PT FD	AT COST	246,956	322,846
10189.229 SHS HARTFORD SCHRODERS EMERG MKTS EQUITY FD	AT COST	140,000	159,054
15583.813 SHS MFS MID CAP VALUE FUND	AT COST	290,794	479,826
21090.336 SHS OAKMARK INTL FD	AT COST	334,531	564,799
11048.88 SHS PRINCIPAL MIDCAP FUND	AT COST	288,349	423,614
22905.373 SHS BNY MELLON INTERNATIONAL STOCK FUND	AT COST	343,385	537,589
26357.407 SHS CAUSEWAY INTL VALUE FD INST	AT COST	500,000	515,551
9727.769 SHS CHAMPLAIN MID CAP FUND	AT COST	200,675	234,731
18941.001 SHS DFA EMERGING MARKETS CORE EQUITY FUNDS	AT COST	414,749	424,468
12647.537 SHS G Q G PARTNERS EMERGING MARKETS EQUITY FUND	AT COST	175,168	200,337
3445 SHS ISHARES MSCI EAFE SMALL CAP INDEX FUND	AT COST	255,627	213,246
2200 SHS ISHARES S&P 500 INDEX FUND	AT COST	995,931	1,050,786
3310 SHS ISHARES TR S & P MIDCAP 400 INDEX FD	AT COST	776,821	917,367
6570 SHS ISHARES TR S & P SMALLCAP 600	AT COST	614,426	711,203
33666.291 SHS ARISTOTLE FLOATING RATE INCOME FUND CLASS I	AT COST	305,353	320,840
28404.081 SHS HOTCHKIS AND WILEY HIGH YIELD FUND	AT COST	281,200	298,527
8500 SHS ISHARES BARCLAYS AGGREGATE BOND FUND	AT COST	852,029	843,625
2020 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND	AT COST	171,919	179,901
6140 SHS ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND	AT COST	500,092	503,726
1600 SHS VANGUARD REAL ESTATE ETF	AT COST	122,249	141,376

- TIN:

TY 2023 OtherExpensesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ADJUSTMENTS - FROM BROKERAGE ACCOUNTS	3,789	0		0

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	138,587	138,587		0
BANK FEES & INVESTMENT EXPENSE	71	71		0

- TIN:

TY 2023 TaxesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	8,539	8,539		0
FEDERAL EXCISE TAX	18,894	0		0