Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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
SCHWAB-SILFEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5796
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARRISBURG, PA17110
A Employer identification number

23-6401901
B Telephone number (see instructions)

(717) 233-8083
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,739,080J 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) 575,287
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,146 1,146  
4 Dividends and interest from securities... 185,079 185,079  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,968
b Gross sales price for all assets on line 6a 401,290
7 Capital gain net income (from Part IV, line 2)... 41,968
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........ 803,480 228,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,400 1,920   4,480
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,351 5,351    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,023 14,998   3,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,774 22,269   7,505
25 Contributions, gifts, grants paid....... 608,104 608,104
26 Total expenses and disbursements. Add lines 24 and 25 637,878 22,269   615,609
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 165,602
b Net investment income (if negative, enter -0-) 205,924
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 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............. 87,472 57,124 57,124
2 Savings and temporary cash investments......... 192,497 81,777 81,777
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 6,591,559 Click to see attachment
List of Attached Documents:
// Content
6,868,598 		9,600,179
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,871,528 7,007,499 9,739,080
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,871,528 7,007,499
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)..... 6,871,528 7,007,499
30 Total liabilities and net assets/fund balances (see instructions). 6,871,528 7,007,499
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
6,871,528
2
Enter amount from Part I, line 27a .....................
2
165,602
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,037,130
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
29,631
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,007,499
Form 990-PF (2023)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 79720.28 SH GOLDMAN SACHS TR FINL SQ P 2023-04-28 2023-08-09
b 215.771 SH GOLDMAN SACHS TR FINL SQU P 2023-06-01 2023-08-09
c 0.334 SH GE HEALTHCARE TECHS INC P 1988-02-02 2023-01-04
d 6906 SH ABERDEEN STD INVTS BLOOMBURG P 2021-03-18 2023-05-01
e 1194 SH INVESCO TR II S & P FUND P 2021-03-18 2023-05-01
617 SH ISHARES S & P 500 VALUE FUND P 2021-03-18 2023-05-01
21 SH SPDR GOLD TRUST FUND P 2021-03-18 2023-05-01
2 SH SPDR GOLD TRUST FUND P 2021-03-18 2023-08-10
(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 79,784   79,800 -16
b 216   216  
c 18   5 13
d 141,470   161,300 -19,830
e 24,943   26,481 -1,538
95,138   87,781 7,357
3,869   3,414 455
356   325 31
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       -16
b        
c       13
d       -19,830
e       -1,538
      7,357
      455
      31
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 41,968
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 -16
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 right arrow 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 2,862
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  
3 Add lines 1 and 2........................... 3 2,862
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,862
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,431
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,431
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,569
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,569 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? 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 addressright arrowN/A
14
The books are in care ofright arrowMICHAEL SCHWAB Telephone no.right arrow (717) 233-8083

Located atright arrowPO BOX 5796HARRISBURGPA ZIP+4right arrow17110
15
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
15
 
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)
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
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 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.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 .........right arrow
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
ISRAEL SCHWAB PRESIDENT
1.00 		0 0 0
2525 NORTH 7TH STREET
HARRISBURG,PA17110
ANDREW SCHWAB SEC/TREAS
000.00 		0 0 0
PO BOX 5796
HARRISBURG,PA17110
MICHAEL SCHWAB TRUSTEE
1.00 		0 0 0
PO BOX 5796
HARRISBURG,PA17110
DANIEL SCHWAB TRUSTEE
000.00 		0 0 0
PO BOX 5796
HARRISBURG,PA17110
AMY SILFEN TRUSTEE
000.00 		0 0 0
PO BOX 5796
HARRISBURG,PA17110
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...................right arrow  
Form 990-PF (2023)
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
8,778,825
b
Average of monthly cash balances.......................
1b
193,515
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,972,340
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,972,340
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
134,585
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,837,755
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
441,888
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.)
1
Minimum investment return from Part IX, line 6..................
1
441,888
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,862
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,862
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
439,026
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
439,026
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
439,026
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, column (d), line 26 ..........
1a
615,609
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
615,609
Form 990-PF (2023)
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 7 439,026
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 245,596
b From 2019...... 386,558
c From 2020...... 57,037
d From 2021...... 264,535
e From 2022...... 113,200
f Total of lines 3a through e ........ 1,066,926
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 615,609
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 439,026
e Remaining amount distributed out of corpus 176,583
5 Excess distributions carryover applied to 2023.    
(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 1,243,509
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		245,596
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		997,913
10 Analysis of line 9:
a Excess from 2019.... 386,558
b Excess from 2020.... 57,037
c Excess from 2021.... 264,535
d Excess from 2022.... 113,200
e Excess from 2023.... 176,583
Form 990-PF (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 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL SCHWAB
PO BOX 5796
HARRISBURG,PA17110
(717) 233-8083
bThe form in which applications should be submitted and information and materials they should include:
A LETTER STATING REQUEST FOR FUNDS AND EXPLANATION OF NEED.
cAny submission deadlines:
APPLICATIONS ARE ACCEPTED AT ANY TIME.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
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)
aPaid during the year

A GIFT OF SMILES

4509 UNION DEPOSIT ROAD
HARRISBURG,PA17111 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

AMERICAN CANCER SOCIETY

PO BOX 897
HERSHEY,PA17033 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 6,780

AMERICAN FOUNDATION OF SUICIDE PREV

199 WATER STREET
NEW YORK,NY10038 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 6,000

AMERICAN HEART ASSOCIATION

4250 CRUMS MILL ROAD
HARRISBURG,PA17112 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 3,500

AMERICAN LEBANESE SYRIAN ASSOC

501 S JUDE PLACE
MEMPHIS,TN38105 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

AMERICAN RED CROSS

1804 N 6TH STREET
HARRISBURG,PA17102 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 3,000

ANTHONY'S WAY THE ROAD TO KINDNESS

444 SANDMAN DRIVE
KURE BEACH,NC28449 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

ASSISTANCE LEAGUE OF LAS VEGAS

6446 W CHARLESTON BLVD
LAS VEGAS,NV89146 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

ASSOCIATED JEWISH FED OF BALTIMORE

101 W MOUNT ROYAL AVENUE
BALTIMORE,MD21201 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 2,500

AUBRY BROWN CLUB

9800 LANTZ DRIVE
MORGAN HILL,CA95037 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 18,000

AUTISM IN CLASSROOMS

PO BOX 188
GRANTHAM,PA17027 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

BALTIMORE LEADERSHIP SCHOOL
FOR YOUNG WOMEN
28 W FRANKLIN STREET
BALTIMORE,MD21201 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

BALTIMORE SYMPHONY ORCHESTRA

1212 CATHEDRAL STREET
BALTIMORE,MD21201 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

BENCH MARK PROGRAM

102 S PRINCE STREET
LANCASTER,PA17603 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

BETH EL CONGREGATION

8101 PARK HEIGHTS AVENUE
BALTIMORE,MD21208 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

BETH EL LIVE

8101 PARK HEIGHTS AVENUE
BALTIMORE,MD21208 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,800

BETH EL TEMPLE

2637 N FRONT STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 8,530

BETHESDA MISSION

PO BOX 3041
HARRISBURG,PA17105 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

BIG BROTHERS BIG SISTERS

1519 N 3RD STREET
HARRISBURG,PA17102 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,500

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FL
NEW YORK,NY10017 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 9,000

BOCA HELPING HANDS

1500 NW 1ST COURT
BOCA RATON,FL33432 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH STREET
SUITE 609
NEW YORK,NY10036 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

CENTER FOR ENRICHED LIVING

200 N MILWAUKEE AVENUE
VERNON HILLS,IL60061 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

CHABAD JEWISH CENTER OF ROYAL PALM
BEACH
129 SPARROW DRIVE
ROYAL PALM BEACH,FL33411 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 100

CHABAD ON CAMPUS INTERNATIONAL

719 EASTERN PARKWAY
BROOKLYN,NY11213 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

CHISUK EMUNA CONGREGATION

3219 GREEN STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 200

CHOP FOUNDATION

PO BOX 781352
PHILADELPHIA,PA19178 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 2,500

COVER ME WITH HOPE OUTREACH SERVICE

1821 FULTON STREET
HARRISBURG,PA17102 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

CYCLE FOR SURVIVAL - MEMORIAL SLOAN
KETTERING CANCER CENTER
PO BOX 27432
NEW YORK,NY10087 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

DANIEL B ALLANOFF FOUNDATION

PO BOX 404
LAFAYETTE HILL,PA19444 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 3,000

DAWGS PRISON PROGRAM

25 BRIER DRIVE
POTTSVILLE,PA17901 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

EARL BESCH FUND AT THE LION FDN

2627 CHESTNUT STREET
CAMP HILL,PA17011 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

EMPOWER AT THE BRIDGE FOUNDATION

2200 MARKET STREET
HARRISBURG,PA17103 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

FAIRLEIGH DICKINSON UNIVERSITY

1000 RIVER ROAD H-DH3-12
TEANECK,NJ07666 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 4,500

FOUNDATION FOR CENTRAL DAUPHIN SCHL

600 RUTHERFORD ROAD
HARRISBURG,PA17109 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

FOUR DIAMONDS

1249 COCOA AVE SUITE 115
HERSHEY,PA17033 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

FREEDOM RIDE USA

1055 LINCOLN AVE
TYRONE,PA16686 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

FRIENDS OF THE ISRAEL DEFENSE FORCE

PO BOX 4224
NEW YORK,NY10163 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 11,000

FRIENDS OF THE ISRAEL DEFENSE FORCE
YOUNG LEADERSHIP
PO BOX 4224
NEW YORK,NY10163 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 360

FRIENDS OF UNITED HATZALAH

442 5TH AVENUE
SUITE 1866
NEW YORK,NY10018 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 27,000

GARY SINISE FOUNDATION

PO BOX 368
WOODLAND,CA91365 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 4,500

GOOD TROUBLE PROJECT

102 ST JOHNS CHURCH ROAD
CAMP HILL,PA17011 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 750

GREATER HARRISBURG AREA NAACP

PO BOX 2757
HARRISBURG,PA17105 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

GREATER HARRISBURG YMCA

805 N FRONT STREET
HARRISBURG,PA17102 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 750

GREENLIGHT OPERATION

PO BOX 229
LEMOYNE,PA17043 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

GRETNA THEATRE

PO BOX 578
MT GRETNA,PA17064 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

HABITAT INC

40-035 KUHONU PLACE
KANEOHE,HI96744 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

HARRISBURG AREA HIGHER LEARNING INC

801 EAST PARK DRIVE
SUITE 105
HARRISBURG,PA17111 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

HARRISBURG FILM FESTIVAL

3301 N FRONT STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

HARRISBURG TELUGU ASSOCIATION

3507 MARKET STREET
SUITE 101
CAMP HILL,PA17011 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 350

HELPING THE HARRISBURG FAMILY INC

413 W GRANADA AVENUE
HERSHEY,PA17033 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

HOPE AND DOOR

950 W VALLEY ROAD
SUITE 2500
WAYNE,PA19087 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

HOPE WITHIN MINISTRIES

4748 EAST HARRISBURG PIKE
ELIZABETHTOWN,PA17022 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

HUMANE SOCIETY OF HARRISBURG AREA

7790 GRAYSON ROAD
HARRISBURG,PA17111 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,500

IMMUNE DEFICIENCY FOUNDATION

110 WEST ROAD SUITE 300
TOWSON,MD21204 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 750

JAFCO

4200 N UNIVERSITY DRIVE
SUNRISE,FL33351 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

JCRC OF GREATER WASHINGTON

6101 EXECUTIVE BOULEVARD
SUITE 300
NORTH BETHESDA,MD20852 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 3,000

JEWISH FAMILY SERVICES

3333 N FRONT STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 10,000

JEWISH FEDERATION OF GREATER HBG

3301 N FRONT STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 118,109

JEWISH NATIONAL FUND

78 RANDALL AVENUE
ROCKVILLE CENTRE,NY11570 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 10,500

JULIAN DORSEY FOUNDATION

1014 CHERRINGTON DRIVE
HARRISBURG,PA17112 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

JUNIOR ACHIEVEMENT OF SOUTH CNTL PA

610 S GEROGE STREET
YORK,PA17401 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

KESHER ISRAEL CONGREGATION

3200 NORTH 3RD STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

KEYSTONE SERVICE SYSTEM

4391 STURBRIDGE DRIVE
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 4,000

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22470
NEW YORK,NY10087 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 2,000

LEUKEMIA & LYMPHOMA SOC OF CNTL PA

5246 SIMPSON FERRY ROAD
MECHANICSBURG,PA17055 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

LEUKEMIA & LYMPHOMA SOCIETY OF MECH

281 MELBOURNE LANE
MECHANICSBURG,PA17055 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

MAKE-A-WISH BLUE BELL

5 VALLEY SQUARE
SUITE 210
BLUE BELL,PA19422 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 375

MAKE-A-WISH FOUNDATION

1702 EAST HIGHLAND AVENUE
SUITE 400
PHOENIX,AZ85016 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 27,500

MAKE-A-WISH SOUTHERN FLORIDA

1300 N WESTSHORE BLVD
SUITE 100
TAMPA,FL33607 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

MARCH OF DIMES

300 CEDAR RIDGE DRIVE
SUITE 311/313
PITTSBURGH,PA15205 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

MARCH OF THE LIVING

2500 N 3RD STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

MIA'S MIRACLES FOUNDATION

401 OLD DIXIE HIGHWAY
UNIT 3961
TEQUESTA,FL33469 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

MILTON & BETTY KATZ JCC

501 NORTH JEROME AVENUE
MARGATE,NJ08402 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,800

MISSION CENTRAL

5 PLEASANT VIEW DRIVE
MECHANICSBURG,PA17050 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

MLK LEADERSHIP DEVELOPMENT INST

2009 BRADLEY DRIVE
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

1501 REEDSDALE SUITE 105
PITTSBURGH,PA15233 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

OC CONNECTS

325 FRANK S BROWN BLVD
STEELTON,PA17113 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

ODD FELLOWS HOMES OF PA

999 WEST HARRISBURG PIKE
MIDDLETOWN,PA17057 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

OPEN STAGE OF HARRISBURG

25 N COURT STREET
HARRISBURG,PA17101 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

PA SCIENCE OLYMPIAD

610 KING OF PRUSSIA ROAD
RADNOR,PA19530 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

PA WOUNDED WARRIORS

1117 COUNTY CLUB ROAD
CAMP HILL,PA17011 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

PANTHER RAM FOUNDATION

600 RUTHERFORD ROAD
HARRISBURG,PA17109 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

PENN STATE HEALTH CHILDREN'S HOSP

205 WEST 700 SOUTH
SALT LAKE CITY,UT84101 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

PENN STATE THON

227 D HETZEL UNION BLDG
UNIVERSITY PARK,PA16802 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

PENN STATE UNIVERSITY - HARRISBURG
ATHLETICS
777 W HARRISBURG PIKE
MIDDLETOWN,PA17057 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,500

PLAY FOR PINK BREAST CANCER

28 WEST 44TH STREET
SUITE 609
NEW YORK,NY10036 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

SALVATION ARMY

506 S 29TH STREET
HARRISBURG,PA17104 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 750

SCREIBER PEDIATRIC REHAB CENTER

625 COMMUNITY WAY
LANCASTER,PA17603 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,500

SIGMA GEMMA RHO SORORITY INC

PO BOX 4885
HARRISBURG,PA17111 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

SIXERS YOUTH FOUNDATION

3 BANNER WAY
CAMDEN,NJ08103 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 10,000

SKIP PROGRAM

243 RIDGEWOOD DRIVE
MILLERSBURG,PA17061 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

SPECIAL OLYMPICS - PENNSYLVANIA
AREA M
PO BOX 382
SUMMERDALE,PA17093 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 6,150

ST JUDES CHILDREN'S RESEARCH HOSP

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,500

ST PETER'S LUTHERAN CHURCH

240 BROAD STREET
HIGHSPIRE,PA17034 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

SUSQUEHANNA VALLEY LAW ENFORMENT
CAMP CADET
50 LAWTON LANCE
MILTON,PA17847 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

TECHNOLOGY 4 ME

4075 LINGLESTOWN ROAD
SUITE 176
HARRISBURG,PA17112 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 250

TEMPLE OHEV SHALOM

2345 N FRONT STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 2,200

THE FEDERATION OF JEWISH WOMEN'S
ORGANIZATION
6501 TROTWOOD COURT
BALTIMORE,MD21209 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

THE JONATHAN ODGEN FOUNDATION

3330 GEORGIA AVENUE NW
SUITE 100
WASHINGTON,DC20010 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 10,000

THE JORDON HILL FOUNDATION

PO BOX 41
HIGHSPIRE,PA17034 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

THE JOSHUA GROUP

1442 MARKET STREET
HARRISBURG,PA17103 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

THE LADYLIKE FOUNDATION

4859 SLAUSON AVENUE
SUITE 128
LOS ANGELES,CA90056 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

THE PUMP FOUNDATION

13636 VENTURA BLVD
SUITE 416
SHERMAN OAKS,CA91423 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 25,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

THE VISTA FOUNDATION

1021 SPRINDBOARD DRIVE
HERSHEY,PA17033 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

THEATRE HARRISBURG

513 HURLOCK STREET
HARRISBURG,PA17110 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 600

TININA Q CADE FOUNDATION INC

10211 S DOLFIELD ROAD
OWINGS MILL,MD21117 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 600

TURTLE NIL LLC

7450 OLD MAPLE SQUARE
MCCLEAN,VA22102 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 4,000

UJA FEDERATION OF NY

PO BOX 4227
NEW YORK,NY10261 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 400

UNITED WAY OF THE CAPITAL REGION

2235 MILLENNIUM WAY
ENOLA,PA17025 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 5,000

UNIVERSITY OF MARYLAND COLLEGE PARK
FOUNDATION INC
4603 CALVERT ROAD
COLLEGE PARK,MD20740 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 60,500

UNIVERSITY OF MICHIGAN

2101 N BOINSTEEL BLVD
ANN ARBOR,MI48109 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 20,000

UNIVERSITY OF PENNSYLVANIA

PO BOX 71332
PHILADELPHIA,PA19176 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 90,000

UPMC PINNACLE FOUNDATION

409 S 2ND STREET
HARRISBURG,PA17402 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000

VISION RESOURCES OF CENTRAL PA

1130 S 19TH STREET
HARRISBURG,PA17104 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

YOUNG WOMEN'S EMPOWERMENT ACADEMY

1205 AMBER LANE
HARRISBURG,PA17111 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 500

YPOC HARRISBURG

315 S FRONT STREET
HARRISBURG,PA17104 		N/A PC ORGANIZATION'S EXEMPT PURPOSE 1,000
Total .................................right arrow 3a 608,104
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
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 1,146  
4 Dividends and interest from securities ....     14 185,079  
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 41,968  
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) ..   228,193  
13Total. Add line 12, columns (b), (d), and (e)..................
13
228,193
(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 (2023)
Form 990-PF (2023)
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.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SCHWAB-SILFEN FOUNDATION
 
Employer identification number

23-6401901
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SCHWAB-SILFEN FOUNDATION
  		Employer identification number
23-6401901
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
D & H DISTRIBUTING COMPANY
 
2525 N SEVENTH STREET
 
HARRISBURG, PA17110

$ 440,300


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JARB II
 
PO BOX 5796
 
HARRISBURG, PA17110

$ 30,094


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
D & H CARES
 
2525 N SEVENTH STREET
 
HARRISBURG, PA17110

$ 49,891


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ANDREW E AND DOROTHY B SCHWAB
4310 NEW YORK COURT
 
HARRISBURG, PA17112

$ 55,002


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SCHWAB-SILFEN FOUNDATION
  		Employer identification number

23-6401901
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 59 SH MICROSOFT CORP $ 14,887 2023-03-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 45.25 SH MICROSOFT CORP $ 15,207 2023-09-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 39 SH MICROSOFT CORP $ 9,841 2023-03-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 58 SH MICROSOFT CORP $ 19,855 2023-06-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 45.25 SH MICROSOFT CORP $ 15,207 2023-09-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 28 SH MICROSOFT CORP $ 10,099 2023-11-09
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SCHWAB-SILFEN FOUNDATION
  		Employer identification number

23-6401901
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARTIN M. SACKS & ASSOC., CPA'S        
ACCTG SRVCS/PREP OF FORM 990-PF 6,400 1,920   4,480

TY 2023 InvestmentsCorpStockSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Name of Stock End of Year Book Value End of Year Fair Market Value
ABERDEEN STD INVTS BLOOMBERG ALL 319,381 256,985
AMERICAN FDS DEVELOPING WORLD GROW 115,621 118,128
AMERICAN FDS GLOBAL BALANCED FUND 1,179 1,107
APPLE INC 76,191 539,084
AT&T CORP 54,175 42,370
BOEING CO 120,546 104,264
CAPITAL INCOME BUILDER FUND CL A 120,833 154,948
CAPITAL WORLD BOND FUND CL A 88,856 73,919
CAPITAL WORLD GROWTH & INCOME FUND 113,131 170,031
CHEVRON CORPORATION 64,193 89,496
CUMMINS INC 42,758 119,785
DEFIANCE NEXT GEN CONNECTIVITY 5G 125,191 116,035
EXXON MOBIL CORP 96,079 299,940
FUNDAMENTAL INVESTORS FUND CL A 124,196 183,406
GENERAL ELECTRIC COMPANY 20,612 127,630
GE HEALTHCARE TECHS INC 5,431 25,748
GOLDMAN SACHS GROUP 100,772 102,229
GOLDMAN SACHS TR FINL SQUARE PRIME 933 933
GROWTH FUND OF AMERICA CL A 68,392 84,006
INCOME FUND OF AMERICA INC CL A 2,206 2,061
INTERNATIONAL BUSINESS MACHINES CO 44,729 65,420
INTERNATIONAL GROWTH AND INCOME 116,185 137,809
INVESCO DEVELOPING MARKETS FUND 110,608 137,435
INVESCO EQV INTL EQUITY FUND CL A 111,351 143,197
INVESCO PHARMACEUTICALS FD 75,172 70,773
INVESCO INTL BOND FUND CL A 138,755 100,532
INVESCO INTL EQUITY FUND CL A    
INVESCO RISING DIVIDENDS FUND CL A 210,874 250,933
INVESCO STEELPATH MLP ALPHA FUND 199,588 146,718
INVESCO TR II S & P FUND 161,369 155,334
INVESTMENT COMPANY OF AMERICA FUND 78,357 103,567
ISHARES CORE MSCI EAFE FUND 52,563 51,074
ISHARES CORE S & P MID FUND 154,961 162,964
ISHARES CORE MSCI EMERGING MKTS FD 311,332 259,425
ISHARES GLOBAL COMM SERVICES FUND 49,806 43,277
ISHARES NASDAQ BIOTECHNOLOGY 164,685 244,530
ISHARES RUSSELL 2000 INDEX FUND 623,390 669,167
ISHARES S & P 500 GROWTH FUND 433,307 506,625
ISHARES S & P 500 VALUE FUND 407,806 493,326
ISHARES TR US INFRASTRUCTURE FUND 100,041 106,716
J P MORGAN CHASE & CO 22,431 340,200
JOHNSON & JOHNSON 2,336 78,370
KYNDRYL HOLDINGS INC 1,961 1,662
MICROSOFT CORP 83,861 923,686
NEW PERSPECTIVE FUND CL A 106,024 166,665
NEW WORLD FUND CL A 129,242 178,964
SMALLCAP WORLD FUND CL A 300,250 441,250
SPDR GOLD TRUST FUND 25,529 30,014
THE NEW ECOMONY FUND CL A 112,377 170,728
VANGUARD HEALTH CARE FUND 129,867 129,111
VANGUARD DEVELOPED MARKETS FUND 53,042 51,397
VANGUARD INTL EQUITY INDEX EMG MKT 308,641 256,300
VANGUARD MID CAP FUND 155,210 162,383
VERIZON COMMUNICATIONS 49,455 50,066
WARNER BROS. DISCOVERY INC 16,601 6,942
XTRACKERS HIGH YIELD CORP BOND FD 166,216 151,514

TY 2023 OtherDecreasesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Amount
ADJUST FMV OF NON-CASH CONTRIBUTION TO COST BASIS 29,631


TY 2023 OtherExpensesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSE 6,020 3,010   3,010
PA FILING FEE 15     15
INVESTMENT FEES EXPENSE 11,988 11,988    


TY 2023 TaxesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD ON DIVIDEND 5,351 5,351