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
Usher Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)26124 Fawnwood Court
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bonita Springs, FL34134
A Employer identification number

25-6681379
B Telephone number (see instructions)

(239) 992-1553
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$11,083,554J 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 8,935 8,935  
4 Dividends and interest from securities... 183,063 184,688  
5a Gross rents............      
b Net rental income or (loss) 1
6a Net gain or (loss) from sale of assets not on line 10 466,169
b Gross sales price for all assets on line 6a 1,479,241
7 Capital gain net income (from Part IV, line 2)... 498,669
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)....... Click to see attachment
List of Attached Documents:
// Content
1,593 1,749  
12 Total. Add lines 1 through 11........ 659,760 694,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,000 50,000   50,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
258 258    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,120 16,120    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,223 17,331    
17 Interest............... 2,234 2,234    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,692 2,787    
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
49,179 47,234   46,636
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,706 135,964   96,636
25 Contributions, gifts, grants paid....... 975,833 975,833
26 Total expenses and disbursements. Add lines 24 and 25 1,113,539 135,964   1,072,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -453,779
b Net investment income (if negative, enter -0-) 558,077
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............. 477,314 124,110 124,110
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)....... 5,339,849 Click to see attachment
List of Attached Documents:
// Content
5,288,313 		9,471,222
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).......... 1,529,834 Click to see attachment
List of Attached Documents:
// Content
1,487,222 		1,487,222
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,000 		Click to see attachment
List of Attached Documents:
// Content
1,000 		Click to see attachment
List of Attached Documents:
// Content
1,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,348,997 6,900,645 11,083,554
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,348,997 6,900,645
29 Total net assets or fund balances (see instructions)..... 7,348,997 6,900,645
30 Total liabilities and net assets/fund balances (see instructions). 7,348,997 6,900,645
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
7,348,997
2
Enter amount from Part I, line 27a .....................
2
-453,779
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
39,278
4
Add lines 1, 2, and 3 ..........................
4
6,934,496
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
33,851
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,900,645
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 PNC Bank P 2020-07-24 2023-05-01
b Charles Schwab P 2021-04-11 2023-03-20
c From K-1 of limited partnerships P 2023-01-01 2023-12-30
d
e
(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 1,000,676   605,478 429,026
b 461,875   402,039 59,836
c     5,555 -6,883
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       429,026
b       59,836
c       -6,883
d
e
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 2 498,669
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 -6,883
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 7,757
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 7,757
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 7,757
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,597
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.............. Part VI Line 7 - Tax Paid with the Original Return: 9597 7 9,597
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 1,840
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,840 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 arrownone
14
The books are in care ofright arrowRoy J Roscoe Telephone no.right arrow (412) 835-7346

Located atright arrow400 Manordale RoadPittsburghPA ZIP+4right arrow15241
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........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
Thomas J Usher Trustee
004.00 		0   1,500
26124 Fawnwood Court
Bonita Springs,FL34134
Sandra L Usher Trustee
000.10 		0   1,500
26124 Fawnwood Court
Bonita Springs,FL34134
Leanne Bentz Director
000.10 		25,000    
104 Aqua Drive
Pittsburgh,PA15238
James M Usher Director
000.10 		25,000   717
521 Colquitt Drive
Pittsburgh,PA15238
Lauren T Gama deceased Director
000.10 		0    
237 Third Avenue
Aspinwall,PA15215
Thomas J Usher Director
004.00 		0   570
26124 Fawnwood Court
Bonita Springs,FL34134
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 The Foundation's principal charitable activity consists of distributing income and principal to public charities. In the 2023 year, it distributed $ 975,833 to qualified charities. 0
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 None  
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
10,431,068
b
Average of monthly cash balances.......................
1b
583,828
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,014,896
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
11,014,896
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
165,223
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,849,673
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
542,484
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
542,484
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,757
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,757
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
534,727
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
534,727
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
534,727
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,072,469
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
1,072,469
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 7 534,727
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...... 679,467
b From 2019...... 853,439
c From 2020...... 656,305
d From 2021...... 1,203,919
e From 2022...... 484,284
f Total of lines 3a through e ........ 3,877,414
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,072,469
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..... 534,727
e Remaining amount distributed out of corpus 537,742
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 4,415,156
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) ... 		679,467
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,735,689
10 Analysis of line 9:
a Excess from 2019.... 853,439
b Excess from 2020.... 656,305
c Excess from 2021.... 1,203,919
d Excess from 2022.... 484,284
e Excess from 2023.... 537,742
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).)
Thomas J Usher
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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 Thousand Hills

109 Wellington Way
Middletown,DE19709 		  PC exempt function of charity 1,000

Accuracy in Academia

PO Box 5647
Derwood,MD20855 		  PC exempt function of charity 100

Accuracy in Media

1717 K Street NW Suite 900
Washington,DC20006 		  PC exempt function of charity 200

Adams Quest

1263 Lakewood Dr
Pittsburgh,PA15243 		  PC exempt function of charity 3,000

Alice Lloyd College

100 Purpose Rd
Pippa Passes,KY41844 		  PC exempt function of charity 200

Alliance Defending Freedom

15100 N 90th Street
Scottsdale,AZ85260 		  PC exempt function of charity 5,000

America First Legal Foundation

611 Pennsylvania Ave SE 231
Washington,DC20003 		  PC exempt function of charity 1,000

America Cornerstone Institute

PO Box 1216
Merrifield,VA22116 		  PC exempt function of charity 1,000

American Family Assn of PA

PO Box 1048
Franklin,PA16323 		  PC exempt function of charity 200

Anchorpoint

800 McKnight Park Dr Suite 802
Pittsburgh,PA15237 		  PC exempt function of charity 10,000

Answers in Genesis

PO Box 510
Hebron,KY41048 		  PC exempt function of charity 200

Ashbrook Center

401 College Ave
Ashland,OH44805 		  PC exempt function of charity 200

Bethesda Home Services (now Ablelight)

600 Hoffman Dr
Watertown,WI53094 		  PC exempt function of charity 200

Bible League

1 Bible League Plaza
Crete,IL60417 		  PC exempt function of charity 5,000

Billy Graham Evanagelistic Assn

1 Billy Graham Parkway
Charlotte,NC28201 		  PC exempt function of charity 1,200

Birthright of Pittsburgh

160 North Craig St
Pittsburgh,PA15213 		  PC exempt function of charity 1,000

Blessing Board

880 Butler St
Pittsburgh,PA15223 		  PC exempt function of charity 2,000

Blessing Board

880 Butler St
Pittsburgh,PA15223 		  PC exempt function of charity 20,000

Boys and Girls Club Pittsburgh

PO Box 97122
Washington,DC20090 		  PC exempt function of charity 200

Camp Hope

83 Lenox Hill Rd
Bantam,CT06750 		  PC exempt function of charity 200

Care Net

PO Box 758530
Topeka,KS66675 		  PC exempt function of charity 200

Catholic Charities Diocese of Pittsburgh

PO Box 6774-225 North Shore Dr
Pittsburgh,PA15212 		  PC exempt function of charity 5,000

Center for American Liberty

PO Box 1500
Merrifield,VA22116 		  PC exempt function of charity 200

Center for Diaconal Ministry

1304 LaPorte Ave
Valparaiso,IN46383 		  PC exempt function of charity 200

Center for Medical Progress

PO Box 5000
Sterling,VA20167 		  PC exempt function of charity 200

Central Catholic High School

4720 Fifth Ave
Pittsburgh,PA15213 		  PC exempt function of charity 4,075

Children's Institute of Pittsburgh

1405 Shady Ave
Pittsburgh,PA15217 		  PC exempt function of charity 2,000

Christ Church

410 Christ Church Lane
Fox Chapel,PA15238 		  PC exempt function of charity 37,500

Christian Literacy Associates

3000 Village Run Road Ste 103-113
Butller,PA16002 		  PC exempt function of charity 10,000

Christian Record Services for the Blind

PO Box 6097
Lincoln,NE68506 		  PC exempt function of charity 2,000

CO2 Coalition

1621 North Kent St Ste 603
Arlington,VA22209 		  PC exempt function of charity 500

Colson Center for Christian Worldview

PO Box 62160
Colorado Springs,CO80962 		  PC exempt function of charity 1,000

Committee for a Constructive Tomorrow

PO Box 32
Berryville,VA22611 		  PC exempt function of charity 1,000

Community Living & Support Services

1400 South Braddock Ave
Pittsburgh,PA15218 		  PC exempt function of charity 10,000

Compassion International

12290 Voyager Parkway
Colorado Springs,CO80997 		  PC exempt function of charity 2,000

Computer Reach

6800 Susquehanna St Suite 106
Pittsburgh,PA15208 		  PC exempt function of charity 200

Conservative Partnership Institute

300 Independence Ave
Washington,DC20003 		  PC exempt function of charity 20,000

Cornerstone Network

1 Signal Hill Dr
Wall,PA15148 		  PC exempt function of charity 20,000

Creation Ministries International

PO Box 350
Powder Springs,GA30127 		  PC exempt function of charity 1,000

Crosspoint Church

2581 Freeport Road
Pittsburgh,PA15238 		  PC exempt function of charity 300

Daily Caller News Foundation

1775 Eye Street NW Suite 1150-281
Washington,DC20006 		  PC exempt function of charity 100

David Horowitz Freedom Center

28494 Washington Place Suite 212
Valencia,CA91355 		  PC exempt function of charity 25,000

Extra Mile Education Foundation

Two Gateway Ctr 603 Stanwix St
Pittsburgh,PA15222 		  PC exempt function of charity 2,000

Faith & Gratitude

8865 Norwin Ave Suite 27
North Huntington,PA15642 		  PC exempt function of charity 1,000

Family Guidance

850 Cranberry Woods Dr Ste 2236
Cranberry,PA16066 		  PC exempt function of charity 80,000

Fellowship of Christians in Universities & Schools

PO Box 1027
New Canaan,CT06840 		  PC exempt function of charity 1,000

Fellowship International Missions Crosspoint

555 S 24th St
Allentown,PA18104 		  PC exempt function of charity 20,000

First Descents

621 Kalamath St Ste 175
Denver,CO80204 		  PC exempt function of charity 10,000

First Liberty Institute

2001 West Piano Parkway Ste 1600
Piano,TX75075 		  PC exempt function of charity 2,000

First Presbyterian Church

9751 Bonita Beach Road
Bonita Springs,FL34135 		  PC exempt function of charity 5,700

Floriday Sheriffs Youth Ranches Inc

PO Box 2000
Boys Ranch,FL32064 		  PC exempt function of charity 200

Food for the Poor

6401 Lyons Road PO Box 979002
Coconut Creek,FL33073 		  PC exempt function of charity 5,000

Freedon Center Foundation

PO Box 820
Stuarts Draft,VA24477 		  PC exempt function of charity 1,000

Friends of Ashbrook Center

401 College Ave
Ashland,OH44805 		  PC exempt function of charity 200

Friends of the Americas

PO Box 10
Greenwell Springs,LA70739 		  PC exempt function of charity 3,000

Garden Club of Oakmont

418 California Ave
Pittsburgh,PA15139 		  PC exempt function of charity 200

Global Media Outreach

PO Box 208867
Dallas,TX75320 		  PC exempt function of charity 200

Golden PAWS Assistance Dogs

3645 Gateway Lane
Naples,FL34109 		  PC exempt function of charity 200

Gospel Revival Ministries

PO Box 140
Blue Eye,MO65611 		  PC exempt function of charity 200

Grove City College

100 Campus Drive
Grove City,PA16127 		  PC exempt function of charity 25,000

Gun Owners Foundation

PO Box 277380
Sacramento,CA95827 		  PC exempt function of charity 200

Habitat for Humanity

12751 New Brittany Blvd Ste 100
Ft Myers,FL33907 		  PC exempt function of charity 500

Heartland Institute

3939 N Wilke Rd
Arlington Heights,IL60004 		  PC exempt function of charity 200

Hillsdale College

33 E College St
Hillsdale,MI49242 		  PC exempt function of charity 200

Hope Lutheran Church

25999 Old 41 Rd
Bonita Springs,FL34135 		  PC exempt function of charity 5,800

Hope Rising

240 Library St
Clarion,PA16214 		  PC exempt function of charity 5,000

Hosanna House

807 Wallace Ave
Pittsburgh,PA15221 		  PC exempt function of charity 30,000

Human Life Foundation

271 Madison Ave Rm 1005
New York,NY10016 		  PC exempt function of charity 200

Imani Christian Academy

2159 E Hills Dr
Pittsburgh,PA15221 		  PC exempt function of charity 1,000

Immokalee Pregnancy Center Inc

1011 W Main St Ste 1
Immokalee,FL34142 		  PC exempt function of charity 200

Impact Africa

PO Box 702511
St Cloud,FL34770 		  PC exempt function of charity 10,000

Inheritance of Hope

PO Box 1559
Seneca,SC29679 		  PC exempt function of charity 10,000

Intercollegiate Studies Institute

3901 Centerville lRd
Wilmington,DE19807 		  PC exempt function of charity 200

James Connection

PO Box 751
Monroeville,PA15146 		  PC exempt function of charity 15,000

Jesus Online Ministries

PO Box 1643
Higley,AZ85236 		  PC exempt function of charity 100

Joni & Friends

PO Box 6088
Albert Lea,MN56007 		  PC exempt function of charity 5,000

Jubilee Association Inc

PO Box 42251
Pittsburgh,PA15203 		  PC exempt function of charity 200

Judicial Watch

425 Third St SW Ste 800
Washington,DC20024 		  PC exempt function of charity 2,000

Judicial Watch

PO Box 96234
Washington,DC20077 		  PC exempt function of charity 2,000

Junior Achievement of Western Pa

416 Main St Ste 300
Johnston,PA15901 		  PC exempt function of charity 3,000

Laurel Mountain Christian Camp

136 Laurel Mountain Camp Rd
Rector,PA15677 		  PC exempt function of charity 30,000

Law Enforcement Legal Defense Fd

PO Box 7012
Merrifield,VA22116 		  PC exempt function of charity 1,500

Leadership Institute

1101 North Highland St
Arlington,VA22201 		  PC exempt function of charity 5,000

Liberty Counsel

PO Box 540774
Orlando,FL32854 		  PC exempt function of charity 200

Liberty Youth Ranch

PO Box 366206
Bonita Springs,FL34136 		  PC exempt function of charity 1,000

Light of Life Rescue Mission

PO Box 645427
Pittsburgh,PA15264 		  PC exempt function of charity 20,000

Little Sisters of the Poor

1028 Benton Ave
Pittsburgh,PA15212 		  PC exempt function of charity 500

Lower Valley Ambulance Service

PO Box 18
Cheswick,PA15024 		  PC exempt function of charity 200

LCMS JT Seminary Fund

PO Box 66861
St Louis,MO63166 		  PC exempt function of charity 4,000

Lutheran Center for Religious Liberty

P0 Box 790347
St Louis,MO63179 		  PC exempt function of charity 200

Lutheran Church Missouri Synod

1333 S Kirkwood Rd
St Louis,MO63122 		  PC exempt function of charity 50,000

Lutheran Hour Float Committee

PO Box 7556
La Quinta,CA92248 		  PC exempt function of charity 200

Lutheran Hour Ministries

660 Mason Ridge Center Dr
St Louis,MO63141 		  PC exempt function of charity 2,000

Mt Carmel Christian School

1231 Mt Pleasant Road
Mt Pleasant,PA15666 		  PC exempt function of charity 10,000

March for Life Edu & Defense Fd

PO Box 98116
Washington,DC20090 		  PC exempt function of charity 200

MOMS for America

1440 State Highway 248 Ste Q304
Branson,MO65616 		  PC exempt function of charity 200

Mountain States Legal Foundation

2596 S Lewis Way
Lakewood,CO80227 		  PC exempt function of charity 1,000

Museum of the Bible

400 4th Street SW
Washington,DC20024 		  PC exempt function of charity 200

National Association of Blind Veterans

PO Box 17252
Baltimore,MD21298 		  PC exempt function of charity 200

National Association of Scholars

7th Floor 420 Madison Ave
New York,NY10164 		  PC exempt function of charity 200

National Camps for Blind Children

5900 S 58th Street Ste M
Lincoln,NE68516 		  PC exempt function of charity 2,000

National Center for Police Defense

PO Box 5000
Sterling,VA20167 		  PC exempt function of charity 500

National House of Hope

PO Box 560503
Orlando,FL32856 		  PC exempt function of charity 1,000

National Legal & Policy Center

PO Box 486
Front Royal,VA22630 		  PC exempt function of charity 10,000

Oakmont Fire Dept Station 216

418 Virginia Ave
Oakmont,PA15139 		  PC exempt function of charity 500

Oakmont Holiday Light Campaign

PO Box 522
Oakmont,PA15139 		  PC exempt function of charity 100

Oalmont Volunteer Fire Dept No 1

418 Virginia Ave
Oakmont,PA15139 		  PC exempt function of charity 200

Lutheran Indian Ministries

15350 W Capitol Drive
Brookfield,WI53005 		  PC exempt function of charity 10,000

One by One Leadership Fdn

8231 Parkstone Place Apt 101
Naples,FL34120 		  PC exempt function of charity 10,000

Open Doors (Global Christian Relief)

PO Box 1595
Merrifield,VA22116 		  PC exempt function of charity 5,000

Operation Finally Home

PO Box 1218
Merrifield,VA22116 		  PC exempt function of charity 2,000

Overland Missions

11 Riverside Dr
Cocoa,FL32922 		  PC exempt function of charity 2,000

Partners for Quality Foundation

250 Clever Rd
McKees Rocks,PA15136 		  PC exempt function of charity 2,358

Pastorial Leadership Institute

PO Box 972
Wheaton,IL60187 		  PC exempt function of charity 30,000

PAWS for Purple Hearts

10201 Old Redwood Highway
Penngrove,CA94951 		  PC exempt function of charity 200

Penn Christian Academy

199 W Airport Rd
Butler,PA16002 		  PC exempt function of charity 2,000

Pine Valley Camp

504 Chapel Dr
Elwood City,PA16117 		  PC exempt function of charity 20,000

Pine Valley Dining Hall - Comm Fdn of WPA

7 West State St Ste 301
Sharon,PA16146 		  PC exempt function of charity 50,000

Pittsburgh Experiment

106 Highcroft Circle
Eighty Four,PA15330 		  PC exempt function of charity 1,000

Pittsburgh Kids Fdn

116 Federal St Se 220
Pittsburgh,PA15212 		  PC exempt function of charity 20,000

Pittsburgh Symphony Orchestra

600 Penn Ave
Pittsburgh,PA15222 		  PC exempt function of charity 12,000

Pittsburgh Urban Christian School

8809 Center Sreet
Pittsburgh,PA15221 		  PC exempt function of charity 2,000

Prison Fellowship

44180 Riverside Parkway
Lansdowne,VA20176 		  PC exempt function of charity 50,000

Public Interest Legal Fdn

PO Box 5007
Sterling,VA20167 		  PC exempt function of charity 500

Redeemer Lutheran Church

700 Idaho Ave
Verona,PA15147 		  PC exempt function of charity 10,000

Rutherford Institute

PO Box 7482
Charlottsville,VA22907 		  PC exempt function of charity 200

Ryan Shazier Fdn

6360 Broad Street PO Box 5258
Pittsburgh,PA15206 		  PC exempt function of charity 10,000

Salvation Army

700 North Bell Ave
Pittsburgh,PA15106 		  PC exempt function of charity 50,000

SAT-7 North America

PO Box 2770
Easton,MD21601 		  PC exempt function of charity 200

Seneca Hills Bible Camp

265 Damascus Rd
Polk,PA16342 		  PC exempt function of charity 10,000

Sidewalk Advocates for Life

906 W McDermott Dr Ste 116 209
Allen,TX75013 		  PC exempt function of charity 200

South East Asia Prayer Ctr

PO Box 127
Oakmont,PA15139 		  PC exempt function of charity 20,000

Southeastern Legal Fdn

560 W Crossville Rd Ste 104
Roswell,GA30075 		  PC exempt function of charity 1,000

Special Olympics PA

PO Box 3010
Norristown,PA19404 		  PC exempt function of charity 200

St Anthony Charitable Fdn

2000 Corporate Dr Ste 580
Wexford,PA15090 		  PC exempt function of charity 200

Summitt Ministries

PO Box 207
Manitou Springs,CO80829 		  PC exempt function of charity 500

Sunlight Home Collier County

2903 Tropicana Blvd
Naples,FL34116 		  PC exempt function of charity 2,000

TRAC Service for Families

Gteway Vw Plza 1600 W Carson St
Pittsburgh,PA15219 		  PC exempt function of charity 2,000

Tree of Hope

250 North Highland Ave
Pittsburgh,PA15206 		  PC exempt function of charity 5,000

University of Notre Dame

1251 North Eddy St Ste 300
South Bend,IN46617 		  PC exempt function of charity 10,000

UPMC Children's Hospital Fdn

4491 Penn Ave
Pittsburgh,PA15224 		  PC exempt function of charity 3,500

Urban Impact Fdn

PO Box 99518
Pittsburgh,PA15233 		  PC exempt function of charity 5,000

We Raise Fdn

One Pierce Placel Ste 250E
Itasca,IL60143 		  PC exempt function of charity 500

Women's Center & Shelter of Greater Pgh

PO Box 9024
Pittsburgh,PA15224 		  PC exempt function of charity 100

Women's Choice Network

PO Box 15034
Pittsburgh,PA15237 		  PC exempt function of charity 3,000

Woodlands

134 Shenot Road
Wexford,PA15090 		  PC exempt function of charity 3,000

Young Life East Hills

501 Jefferson Rd
Pittsburgh,PA15235 		  PC exempt function of charity 2,000

Young Life Fox Chapel PA

PO Box 5
Indianola,PA15051 		  PC exempt function of charity 5,000

Young Life Perry Operating PA 205

255 E Ohio St Ste 1100D
Pittsburgh,PA15212 		  PC exempt function of charity 5,000

Young Life North Borough PA 194

92 S Bryant Ave
Pittsburgh,PA15202 		  PC exempt function of charity 5,000

Youth Overcome United

PO Box 218
Murrysville,PA15668 		  PC exempt function of charity 20,000
Total .................................right arrow 3a 975,833
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 8,935  
4 Dividends and interest from securities ....     14 184,688  
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 .....     14 1,749  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 498,669  
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) ..   694,041  
13Total. Add line 12, columns (b), (d), and (e)..................
13
694,041
(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.)
N/A N/A
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.
right arrow right arrow
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: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 9,597


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
Usher Family Foundation
 
Employer identification number

25-6681379
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
Usher Family Foundation
  		Employer identification number
25-6681379
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
 
 
 
 

$  


(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.)
(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.)
(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
Usher Family Foundation
  		Employer identification number

25-6681379
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Usher Family Foundation
  		Employer identification number

25-6681379
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: 23017659
Software Version: 23.1.0.0

TY 2023 AccountingFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Roy J. Roscoe 16,088 16,088    
MAI Capital Income Growth Fd. L.P. from K-1 32 32    

TY 2023 InvestmentsCorpStockSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
PNC-Portfolio of stocks, mutual fds bonds 518,356 859,630
Charles Schwab-Portfolio of stock mut fds 4,769,957 8,611,592

TY 2023 InvestmentsOtherSchedule2
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Adams Capital Limited Partnership FMV 1,383,024 1,383,024
MAI Capital Income Grow FMV 101,611 101,611
Energy Transfer FMV 2,587 2,587

TY 2023 LegalFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Adams Capital Partnership from K-1 258 258    


TY 2023 OtherAssetsSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Erroneous payments of 1,000 each to non-501c3 chariites- collection 2,000 1,000 1,000


TY 2023 OtherDecreasesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
Prior receivable paid 1,000
Distributions 32,851


TY 2023 OtherExpensesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative assistant 31,800 31,800   31,800
Office parking 6,710 6,710   6,710
Office expenses 4,306 4,306   4,306
Expenses from pass-thru entities K-1 2,539 598    
Officers attending exempt function 3,717 3,717   3,717
Class action filing fee 107 103   103


TY 2023 OtherIncomeSchedule2
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Proceeds from class action settlement 416 309  
Office expense reimbursement 621 621  
IRS refund 152    
Energy Transfer L.P. passive loss -368    
Miscellaneous from MAI 772 772  
Capital gain distribution not able to report on tax program   47  


TY 2023 OtherIncreasesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
Distributions 32,851
Write-ups of investments 6,026
Carrying value adjustments 401


TY 2023 OtherProfessionalFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC Bank Hawthorn 6,234 6,342    
Adams Capital Limited Partnership 9,460 9,460    
MAI Capital Income Growth Fd 1,529 1,529    


TY 2023 TaxesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
U.S. Excise tax on Foundation 2,692      
Foreign income taxes   2,787