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
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ELEVEN PARKWAY CENTER 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152203622
A Employer identification number

30-0106868
B Telephone number (see instructions)

(412) 921-6100
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$3,036,368J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 70,488 70,488  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,223
b Gross sales price for all assets on line 6a 493,123
7 Capital gain net income (from Part IV, line 2)... 44,223
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........ 114,711 114,711 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,446 15,446 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
526 356 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,972 15,802 0 0
25 Contributions, gifts, grants paid....... 145,050 145,050
26 Total expenses and disbursements. Add lines 24 and 25 161,022 15,802 0 145,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,311
b Net investment income (if negative, enter -0-) 98,909
c Adjusted net income (if negative, enter -0-)... 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............. 51,130 198,129 198,129
2 Savings and temporary cash investments.........      
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)....... 603,605 Click to see attachment
List of Attached Documents:
// Content
497,171 		997,338
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).......... 1,733,991 Click to see attachment
List of Attached Documents:
// Content
1,650,609 		1,840,901
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) 2,388,726 2,345,909 3,036,368
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 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........ 2,388,726 2,345,909
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,388,726 2,345,909
30 Total liabilities and net assets/fund balances (see instructions). 2,388,726 2,345,909
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,388,726
2
Enter amount from Part I, line 27a .....................
2
-46,311
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,824
4
Add lines 1, 2, and 3 ..........................
4
2,346,239
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
330
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,345,909
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 PZENA EMERG MKTS VLAUE INST P   2023-12-31
b AIR PRODUCTS & CHEMICALS INC P   2023-12-31
c ALPHABET INC/CA-CL A P   2023-12-31
d AMAZON COM INC P   2023-12-31
e BAIRD MIDCAP INST P   2023-12-31
CVS HEALTH CORPORATION P   2023-12-31
CHEVRON CORPORATION P   2023-12-31
COCA COLA CO P   2023-12-31
FIDELITY REAL ESTATE ETF P   2023-12-31
FOX CORP - CLASS A - W/I P   2023-12-31
OAKMARK INTL SM CAP - R6 P   2023-12-31
WCM FOCUSED INTL GROWTH INS P   2023-12-31
ISHARES CORE S&P 500 P   2023-12-31
ISHARES CORE S&P SMALL CAP P   2023-12-31
ISHARES MSCI EAFE VALUE ETF P   2023-12-31
ELI LILLY & CO P   2023-12-31
LOCKHEED MARTIN CORP P   2023-12-31
NUANCE MID CAP VALUE -Z P   2023-12-31
MCDONALD'S CORP P   2023-12-31
MERCK & CO IN P   2023-12-31
MICROSOFT CORP P   2023-12-31
PHILIP MORRIS INTERNAT- W/I P   2023-12-31
PROCTER & GAMBLE CO P   2023-12-31
QUANTA SVCS INC P   2023-12-31
TAIWAN SEIMCONDUCTOR MTG CO ADR P   2023-12-31
TOUCHSTONE SANDS EM GR-R6 P   2023-12-31
WASATCH INTL OPPORTUNIT-INST P   2023-12-31
CHUBB LTD SEDOL B3BQMF6 P   2023-12-31
ABBOTT LABORATORIES INC P   2023-12-31
ABBVIE INC P   2023-12-31
ALPHABET INC/ CA CLA P   2023-12-31
AMAZON COM INC P   2023-12-31
AMERICAN WATER WORKS CO INC P   2023-12-31
APPLE INC P   2023-12-31
AVERY DENNISON CORP P   2023-12-31
BAIRD MIDCAP INST P   2023-12-31
BANK OF AMERICA CORP P   2023-12-31
BLACKROCK INC P   2023-12-31
BLACKSTONE INC P   2023-12-31
BROADCOM INC P   2023-12-31
CDW CORP/DE P   2023-12-31
CINTAS CORP P   2023-12-31
COMCAST CORPORATION CL A P   2023-12-31
COSTCO WHOLESALE CORP P   2023-12-31
DEERE & CO P   2023-12-31
EXXON MOBILE CORP P   2023-12-31
META PLATFORMS INC P   2023-12-31
FIDELITY REAL ESTATE ETF P   2023-12-31
SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS P   2023-12-31
FORTINET INC P   2023-12-31
GOLDMAN SACHS GROUP INC P   2023-12-31
OAKMARK INTL SM CAP - R6 P   2023-12-31
HOME DEPOT INC P   2023-12-31
INTERPUBLIC GROUP COMPANIES INC P   2023-12-31
ISHARES CORP S&P SMALL CAP ETF P   2023-12-31
JP MORGAN CHASE & CO P   2023-12-31
LAM RESEARCH CORP P   2023-12-31
ELI LILLY & CO P   2023-12-31
LONGLEAF PARTNERS P   2023-12-31
JP MORGAN ADR FX P   2023-12-31
CITIBANK ADR SETTLEMENT P   2023-12-31
NUANCE MID CAP VALUE -Z P   2023-12-31
MASTERCARD INC P   2023-12-31
MICROSOFT CORP P   2023-12-31
MORGAN STANLEY P   2023-12-31
MOTOROLA SOLUTIONS INC P   2023-12-31
PRINCIPAL MIDCAP FUND P   2023-12-31
S&P GLOBAL INC P   2023-12-31
SCHLUMBERGER LTD SEDOL P   2023-12-31
STRYKER CORP P   2023-12-31
TAIWAN SEMICONDUCTOR MTG CO ADR P   2023-12-31
TELEDYNE TECHNOLOGIES INC P   2023-12-31
TOUCHSTONE SANDS EM GR-R6 P   2023-12-31
TRIBUTARY SMALL COMPANY FD INST PLUS FD P   2023-12-31
TRUIST FINANCIAL CORP P   2023-12-31
UNION PACIFIC CORP P   2023-12-31
UNITED HEALTH GROUP INC P   2023-12-31
VISA INC CLASS A SHARE P   2023-12-31
WEC ENERGY GROUP INC P   2023-12-31
WASATCH INTL OPPORTUNIT-INST P   2023-12-31
ZOETIS INC P   2023-12-31
ACCENTURE PLC CLASS A SEDOL B4BNMY3 P   2023-12-31
BUNGE LIMITED MERGED 11/01/23 P   2023-12-31
CAPRIL HLDGS LTD SEDOL P   2023-12-31
AMERICAN BEACON AHL MGD FUTURES STRAT P   2023-12-31
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN P   2023-12-31
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,371   3,102 269
b 934   759 175
c 1,185   1,361 -176
d 2,613   3,517 -904
e 881   875 6
1,160   1,337 -177
1,952   1,981 -29
1,788   1,842 -54
5,951   5,389 562
701   796 -95
2,533   2,457 76
6,940   6,771 169
2,768   2,594 174
2,967   2,746 221
4,397   3,865 532
1,787   1,228 559
1,857   1,774 83
603   664 -61
803   824 -21
3,235   2,582 653
238   249 -11
1,620   1,648 -28
1,349   1,337 12
1,886   1,687 199
3,074   3,275 -201
258   324 -66
218   270 -52
11,093   10,986 107
1,564   1,773 -209
1,838   1,305 533
2,643   386 2,257
2,590   3,902 -1,312
797   331 466
7,311   2,359 4,952
9,141   9,135 6
4,732   3,102 1,630
5,285   5,103 182
746   708 38
1,002   1,745 -743
6,141   2,511 3,630
8,682   5,491 3,191
1,782   868 914
1,110   1,570 -460
481   223 258
1,309   912 397
8,438   4,211 4,227
952   765 187
26,519   22,915 3,604
3,713   4,126 -413
768   463 305
9,612   8,427 1,185
12,402   9,680 2,722
2,309   2,295 14
866   566 300
3,857   2,367 1,490
8,516   2,285 6,231
1,402   943 459
1,072   269 803
5,581   6,887 -1,306
2     2
2     2
5,264   5,778 -514
2,661   2,269 392
11,876   5,121 6,755
7,142   4,393 2,749
5,534   3,433 2,101
1,522   1,501 21
5,429   1,658 3,771
18,591   10,059 8,532
771   801 -30
7,658   8,683 -1,025
1,238   1,052 186
1,693   1,591 102
10,430   12,456 -2,026
6,561   6,774 -213
14,479   14,638 -159
2,958   2,515 443
1,781   1,828 -47
1,169   371 798
11,319   14,600 -3,281
1,580   2,340 -760
14,635   8,037 6,598
13,468   9,370 4,098
8,251   12,061 -3,810
73,996   85,665 -11,669
48,713   58,043 -9,330
3,077     3,077
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       269
b       175
c       -176
d       -904
e       6
      -177
      -29
      -54
      562
      -95
      76
      169
      174
      221
      532
      559
      83
      -61
      -21
      653
      -11
      -28
      12
      199
      -201
      -66
      -52
      107
      -209
      533
      2,257
      -1,312
      466
      4,952
      6
      1,630
      182
      38
      -743
      3,630
      3,191
      914
      -460
      258
      397
      4,227
      187
      3,604
      -413
      305
      1,185
      2,722
      14
      300
      1,490
      6,231
      459
      803
      -1,306
      2
      2
      -514
      392
      6,755
      2,749
      2,101
      21
      3,771
      8,532
      -30
      -1,025
      186
      102
      -2,026
      -213
      -159
      443
      -47
      798
      -3,281
      -760
      6,598
      4,098
      -3,810
      -11,669
      -9,330
      3,077
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 44,223
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 4,999
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 1,375
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,375
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,375
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 510
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,010
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 45
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 10 590
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow590 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowSECURITY NATIONAL TRUST CO Telephone no.right arrow (304) 233-5215

Located atright arrow1300 CHAPLINE STREETWHEELINGWV ZIP+4right arrow26003
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
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 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
AGNES KOSSMAN SECRETARY
0.00 		0 0 0
11 PARKWAY CENTER SUITE 300
PITTSBURGH,PA15220
CURTIS KOSSMAN TREASURER
0.00 		0 0 0
11 PARKWAY CENTER SUITE 300
PITTSBURGH,PA15220
MARC KOSSMAN VICE PRESIDENT
0.00 		0 0 0
11 PARKWAY CENTER SUITE 300
PITTSBURGH,PA15220
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 0
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
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
2,759,527
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,759,527
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,759,527
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,393
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,718,134
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
135,907
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
135,907
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,375
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,375
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
134,532
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
134,532
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
134,532
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
145,050
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
145,050
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 7 134,532
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 144,099
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: right arrow$ 145,050
a Applied to 2022, but not more than line 2a 144,099
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..... 951
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 .......... 		133,581
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)
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:
MARC KOSSMAN
11 PARKWAY CENTER SUITE 300
PITTSBURGH,PA15220
(412) 921-6100
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER.
cAny submission deadlines:
NONE
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

PLANNED PARENTHOOD

933 LIBERTY AVENUE
PITTSBURGH,PA15222 		  PC GENERAL SUPPORT 2,750

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD217415030 		  PC GENERAL SUPPORT 2,250

GREATER PITTSBURGH FOOD BANK

ONE NORTH LINDEN STREET
DUQUESNE,PA15110 		  PC GENERAL SUPPORT 11,000

AMERICAN RED CROSS

2801 LIBERTY AVENUE
PITTSBURGH,PA15222 		  PC GENERAL SUPPORT 11,000

PITTSBURGH HABITAT FOR HUMANITY

6435 FRANKSTOWN AVENUE SUITE 100
PITTSBURGH,PA15206 		  PC GENERAL SUPPORT 5,000

SALVATION ARMY (PROJECT BUNDLE UP)

700 NORTH BELL AVENUE
CARNEGIE,PA15106 		  PC GENERAL SUPPORT 1,200

LIFE'S WORK

2403 SIDNEY STREET
PITTSBURGH,PA15203 		  PC GENERAL SUPPORT 1,200

THE CHILDREN'S INSTITUTE

1405 SHADY AVENUE
PITTSBURGH,PA152171350 		  PC GENERAL SUPPORT 1,650

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		  PC GENERAL SUPPORT 1,250

BRADY CENTER

840 1ST STREET NE SUITE 400
WASHINGTON,DC20002 		  PC GENERAL SUPPORT 1,650

ANIMAL RESCUE LEAGUE

6926 HAMILTON AVENUE
PITTSBURGH,PA15208 		  PC GENERAL SUPPORT 550

WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH

PO BOX 9024
PITTSBURGH,PA152240024 		  PC GENERAL SUPPORT 1,650

PITTSBURGH ACTION AGAINST RAPE

81 SOUTH 19TH STREET
PITTSBURGH,PA152031852 		  PC GENERAL SUPPORT 1,200

CHILDREN'S HOSPITAL FEE CARE FUND

ONE CHILDRENS HOSPITAL DRIVE
CENTRAL PLANT FL 3
PITTSBURGH,PA15224 		  PC GENERAL SUPPORT 5,500

CITY OF HOPE

1500 EAST DUARTE ROAD
DUARTE,CA91010 		  PC GENERAL SUPPORT 1,000

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		  PC GENERAL SUPPORT 1,100

WQED

4802 FIFTH AVENUE
PITTSBURGH,PA15213 		  PC GENERAL SUPPORT 275

ALZHEIMER'S FOUNDATION OF AMERICAN

322 EIGHTH AVENUE 7TH FLOOR
NEW YORK,NY10001 		  PC GENERAL SUPPORT 1,200

CURE ALZHEIMER'S

34 WASHINGTON STREET SUITE 310
WELLSLEY HILLS,MA02481 		  PC GENERAL SUPPORT 550

HELEN KELLER INTERNATIONAL

1 DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK,NY10017 		  PC GENERAL SUPPORT 275

CHILDREN'S MUSEUM OF PITTSBURGH

10 CHILDRENS WAY ALLEGHENY SQUARE
PITTSBURGH,PA15212 		  PC GENERAL SUPPORT 275

CARNEGIE MUSEUMS OF PITTSBURGH

4400 FORBES AVENUE
PITTSBURGH,PA15213 		  PC GENERAL SUPPORT 275

MAP INTERNATIONAL

4700 GLYNCO PARKWAY
BRUNSWICK,GA31525 		  PC GENERAL SUPPORT 550

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		  PC GENERAL SUPPORT 275

SPECTRUM CHARTER SCHOOL

4369 NORTHERN PIKE
MONROEVILLE,PA15146 		  PC GENERAL SUPPORT 275

GUARDIAN ANGELS MEDICAL SERVICE DOGS

3251 NE 180TH AVENUE
WILLISTON,FL32696 		  PC GENERAL SUPPORT 275

CANINE SERVICE PALS OF PITTSBURGH

66 ECONOMY GRADE ROAD
CORAOPOLIS,PA15108 		  PC GENERAL SUPPORT 275

PRISON PET PARTNERSHIP

9601 BUJACICH ROAD NW
GIG HARBOR,WA98332 		  PC GENERAL SUPPORT 275

AMAZON CONSERVATION ASSOCIATION

1012 14TH STREET NW SUITE 625
WASHINGTON,DC20005 		  PC GENERAL SUPPORT 550

MULTIPLE MYELOMA RESEARCH FUND

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		  PC GENERAL SUPPORT 275

ANIMAL FRIENDS

562 CAMP HORNE ROAD
PITTSBURGH,PA15237 		  PC GENERAL SUPPORT 275

BIG BROTHERS BIG SISTERS OF PITTSBURGH

5989 CENTRE AVENUE
PITTSBURGH,PA15206 		  PC GENERAL SUPPORT 550

NPR-WESA PITTSBURGH

67 BEDFORD SQUARE
PITTSBURGH,PA15203 		  PC GENERAL SUPPORT 275

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		  PC GENERAL SUPPORT 275

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVENUE SUITE 1100N
BETHESDA,MD20814 		  PC GENERAL SUPPORT 275

RONALD MCDONALD HOUSE

451 44TH STREET
PITTSBURGH,PA15201 		  PC GENERAL SUPPORT 275

UPMC PROJECT SUNSHINE

UNIVERSITY OF PITTSBURGH PO BOX
640093
PITTSBURGH,PA152640093 		  PC GENERAL SUPPORT 275

INTERNATIONAL RESCUE COMMITTEE

112 EAST 42ND STREET
NEW YORK,NY101681289 		  PC GENERAL SUPPORT 550

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DRIVE
PITTSBURGH,PA15222 		  PC GENERAL SUPPORT 225

IT'S ABOUT THE WARRIOR

12590 PERRY HIGHWAY SUITE 700
WEXFORD,PA15090 		  PC GENERAL SUPPORT 500

THE NAVY SEAL FOUNDATION

1619 D STREET BLDG 5326
VIRGINIA BEACH,VA23459 		  PC GENERAL SUPPORT 275

THE PITTSBURGH PROJECT

2801 NORTH CHARLES STREET
PITTSBURGH,PA15214 		  PC GENERAL SUPPORT 275

CROSSROADS FOUNDATION OF PITTSBURGH

6901 LYNN WAY
PITTSBURGH,PA15208 		  PC GENERAL SUPPORT 275

NATURAL RESOURCE DEFENSE COUNSEL

40 WEST 20TH STREET
NEW YORK,NY10011 		  PC GENERAL SUPPORT 275

NEADS (NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES)

PO BOX 1100
PRINCETON,MA01541 		  PC GENERAL SUPPORT 275

BRAIN & BEHAVIOR RESEARCH FOUNDATION

747 3RD AVENUE 33RD FLOOR
NEW YORK,NY10017 		  PC GENERAL SUPPORT 275

AMERICAN HUMANIST ASSOCIATION

1821 JEFFERSON PLACE NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 1,000

SECULAR COALITION OF AMERICAN EDUCATION FUND

1012 14TH STREET NW SUITE 205
WASHINGTON,DC20005 		  PC GENERAL SUPPORT 1,000

SECULAR STUDENT ALLIANCE

PO BOX 411477
LOS ANGELES,CA90041 		  PC GENERAL SUPPORT 1,000

PLACE OF HOPE

9078 ISAIAH LANE
PALM BEACH GARDENS,FL33418 		  PC GENERAL SUPPORT 275

HOLY GROUND

200 W 20TH STREET
RIVIERA BEACH,FL33404 		  PC GENERAL SUPPORT 275

BOCA HELPING HANDS

1500 NW 1ST COURT
BOCA RATON,FL33432 		  PC GENERAL SUPPORT 275

THE EPILEPSY FOUNDATION

1501 REEDSDALE STREETSUITE 3002
PITTSBURGH,PA15233 		  PC GENERAL SUPPORT 275

SEBASTIAN STRONG FOUNDATION

PO BOX 661156
MIAMI SPRINGS,FL32266 		  PC GENERAL SUPPORT 275

UNITED JEWISH FEDERATION OF PITTSBURGH

2000 TECHNOLOGY DRIVE FIRST FLOOR
PITTSBURGH,PA15219 		  PC GENERAL SUPPORT 50,000

UNITED WAY OF PITTSBURGH

1250 PENN AVENUE
PITTSBURGH,PA15219 		  PC GENERAL SUPPORT 10,000

PENNSYLVANIA STATE UNIVERSITY PAUL M KOSSMAN ENDOWMENT FOR EXCEL

COLLEGE OF ARTS AND ARCHITECTURE
107 BORLAND BUILDING
UNIVERSITY PARK,PA16802 		  PC GENERAL SUPPORT 20,000
Total .................................right arrow 3a 145,050
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 70,488  
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 44,223  
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) .. 0 114,711 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
114,711
(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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Form 990-PF (2023)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AllOthProgRltdInvestmentsSch
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Category Amount
N/A 0

TY 2023 InvestmentsCorpStockSchedule
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 17,540 16,180
ABBVIE 12,767 21,851
AIR PRODS & CHEMICALS 6,069 6,571
ALPHABET INC CL A 4,676 49,030
AMAZON 18,329 41,480
AMERICAN WATER WORKS 2,579 5,148
APPLE INC 5,908 83,751
AUTOZONE 4,363 15,514
BANK OF AMERICA CORPORATION 9,709 11,380
BLACKROCK INC 10,251 13,801
BLACKSTONE GROUP INC COM CL A 13,731 12,568
BROADCOM INC 7,533 30,139
CDW CORP 6,170 12,275
CSX CORP 12,600 13,036
CVS HEALTH CORP 11,397 8,765
CADENCE DESIGN SYSTEM INC 10,882 14,163
CELANESE CORP 8,264 11,653
CHEVRON CORP 13,128 10,889
CINTAS CORP 6,293 17,477
COCA COLA CO 17,355 16,265
COMCAST CORP CL A 4,955 9,603
COSTCO WHSL CORP 5,804 17,162
DEERE & CO 8,210 10,796
DICK'S SPORTING GOODS 6,901 7,348
EXXON MOBIL CORP 10,993 20,096
META PLATFORMS 10,635 25,838
FORTINET INC 4,886 9,892
FOX CORP 8,614 7,210
HOME DEPOT INC 8,209 20,100
INTERPUBLIC GROUP COS INC 5,614 7,768
JPMORGAN CHASE & CO 4,606 21,603
LAM RESEARCH CORP 4,827 14,882
LILLY ELI & CO 5,655 36,723
LOCKHEED MARTIN CORP 12,417 12,691
MASTERCARD INC CL A 16,210 21,326
MCDONALDS CORP 11,530 12,453
MERCK & CO INC 17,660 23,875
MICROSOFT CORP 10,396 95,136
MORGAN STANLEY 6,780 11,656
MOTOROLA SOLUTIONS 5,326 10,332
PHILIP MORRIS INTL INC 15,713 14,676
PROCTER & GAMBLE CO 8,244 13,189
QUANTA SERVICES 10,252 17,048
S&P GLOBAL INC 3,096 12,335
SERVICENOW INC 13,191 16,956
STRYKER CORP 10,091 13,176
TJX COS INC 11,364 13,133
TELEDYNE TECHNOLOGIES 6,664 8,480
UNITEDHEALTH GROUP INC 12,314 26,850
VISA INC CL A 5,626 17,964
WEC ENERGY GROUP INC 2,535 6,902
WASTE MGMT INC 11,337 11,821
ZOETIS INC CL A 16,972 16,382

TY 2023 InvestmentsOtherSchedule2
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES TR CORE S&P500 ETF AT COST 56,964 73,077
ISHARES RUSSELL 1000 VALUE INDEX AT COST 135,112 177,644
ISHARES TR S&P MC 400GR ETF AT COST 24,845 24,558
ISHARES RUSSELL 1000 GROWTH INDEX AT COST 102,399 204,640
ISHARES TR S&P MC 400VL ETF AT COST 24,790 24,519
ISHARES TR CORE S&P SCP ETF AT COST 20,744 35,506
ISHARES TR SP SMCP 600VL ETF AT COST 24,551 24,221
ISHARES TR SP SMCP 600GR ETF AT COST 25,390 25,028
ISHARES MSCI EAFE VALUE AT COST 22,320 27,561
ISHARES TR INTL QLTY FACTOR AT COST 38,659 40,077
WISDOMTREE TR US QTLY DIV GRT AT COST 100,456 140,560
GOLDMAN SACHS ABSOLUTE RETURN R6 AT COST 61,069 56,219
BAIRD MID CAP AT COST 18,690 30,478
BLACKROCK EVENT DRIVEN AT COST 74,470 77,082
SEAFARER OVERSEAS GR & INC AT COST 35,476 41,443
WCM FOCUSED INTERNATIONAL GROWTH AT COST 41,683 56,227
NUANCE MID CAP VALUE FUND AT COST 30,123 28,792
PRINCIPAL MID-CAP R6 AT COST 32,486 38,478
TOUCHSTONE SANDS CAPITAL EMERGING MKTS AT COST 24,098 27,241
TRIBUTARY SMALL COMPANY INSTL PLUS AT COST 29,649 29,114
WASATCH INTERNATIONAL AT COST 19,702 21,675
BAIRD AGGREGATE BOND INST AT COST 212,006 186,822
BLACKROCK STRATEGIC INCOME OPPRT INSTL AT COST 50,830 46,238
DODGE & COX INCOME AT COST 135,000 133,102
MFS EMERGING MARKETS DEBT R6 AT COST 100,000 79,253
METROPOLITAN WEST UNCONSTRAINED BOND I AT COST 40,978 35,573
VANGUARD INFLATION-PROT SEC ADM AT COST 100,003 83,082
PZENA EMERGING MARKETS VALUE FUND AT COST 23,687 27,856
OAKMARK INTERNATIONAL SMALL CAP R6 AT COST 14,017 21,563
LONGLEAF PARTNERS INTERNATIONAL AT COST 30,412 23,272

TY 2023 OtherDecreasesSchedule
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Description Amount
2023 TRANSACTIONS POSTED IN 2024 330


TY 2023 OtherIncreasesSchedule
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Description Amount
2022 TRANSACTIONS POSTED IN 2023 2,019
2023 TRANSACTIONS POSTED IN 2024 1,805


TY 2023 OtherProfessionalFeesSchedule
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE/EXECUTOR FEEDS 15,446 15,446 0 0


TY 2023 TaxesSchedule
Name:
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
EIN:
30-0106868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 60 60 0 0
FEDERAL ESTIMATES 170 0 0 0
FOREIGN TAXES ON QUALIFIED 209 209 0 0
FOREIGN TAXES ON NONQUALIFED 87 87 0 0