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
CHARLES F PETERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6070765
B Telephone number (see instructions)

(412) 762-7070
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$4,124,902J 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... 87,065 86,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,454
b Gross sales price for all assets on line 6a 940,134
7 Capital gain net income (from Part IV, line 2)... 104,454
8 Net short-term capital gain......... 0
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
394 394  
12 Total. Add lines 1 through 11........ 191,913 191,400  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,451 20,326   22,125
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,331 579   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6 6    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,788 20,911 0 22,125
25 Contributions, gifts, grants paid....... 171,500 171,500
26 Total expenses and disbursements. Add lines 24 and 25 215,288 20,911 0 193,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,375
b Net investment income (if negative, enter -0-) 170,489
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.............      
2 Savings and temporary cash investments......... 141,094 71,350 71,350
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 1,244,018 Click to see attachment
List of Attached Documents:
// Content
1,162,108 		2,240,386
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).......... 1,671,847 Click to see attachment
List of Attached Documents:
// Content
1,798,204 		1,810,276
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
100 		Click to see attachment
List of Attached Documents:
// Content
100 		Click to see attachment
List of Attached Documents:
// Content
2,890
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,057,059 3,031,762 4,124,902
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........ 3,057,059 3,031,762
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,057,059 3,031,762
30 Total liabilities and net assets/fund balances (see instructions). 3,057,059 3,031,762
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
3,057,059
2
Enter amount from Part I, line 27a .....................
2
-23,375
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,531
4
Add lines 1, 2, and 3 ..........................
4
3,035,215
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,453
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,031,762
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 1. CITIBANK ADR SETTLEMENT (15CV09185M) VAR   2001-01-01 2023-02-28
b 43. AMAZON COM INC   2021-09-17 2023-03-08
c 29. COSTCO WHOLESALE CORP   2018-09-19 2023-03-08
d 55. GOLDMAN SACHS GROUP INC   2021-06-14 2023-03-08
e 498.788 VANGUARD REAL ESTATE INDEX FUND ADMIRAL CLASS FD 5123   2020-03-13 2023-03-09
1. JP MORGAN ADR FX SETTLEMENT VARIOUS CUSI   2001-01-01 2023-05-08
2. ABBOTT LABORATORIES INC   2021-12-13 2023-06-12
2. ABBVIE INC   2021-12-13 2023-06-12
6. ALPHABET INC/CA-CL A   2015-12-09 2023-06-12
3. AMAZON COM INC   2021-09-17 2023-06-12
7. APPLE INC   2020-06-16 2023-06-12
107. AVERY DENNISON CORP   2021-03-11 2023-06-12
286. BANK OF AMERICA CORP   2018-09-19 2023-06-12
9652.51 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446   2021-03-12 2023-06-12
1. BLACKSTONE INC   2021-12-13 2023-06-12
9. BROADCOM INC   2019-04-11 2023-06-12
85. CDW CORP/DE   2019-09-11 2023-06-12
1. CVS HEALTH CORPORATION   2022-12-07 2023-06-12
1. CHEVRON CORPORATION   2022-06-09 2023-06-12
3. COCA COLA CO   2022-06-09 2023-06-12
3. COMCAST CORPORATION CL A   2022-03-10 2023-06-12
89. EXXON MOBIL CORP   2021-03-11 2023-06-12
2. FORTINET INC   2020-06-16 2023-06-12
4. FOX CORP - CLASS A - W/I   2022-12-07 2023-06-12
1. HOME DEPOT INC   2021-09-17 2023-06-12
4. INTERPUBLIC GROUP COMPANIES INC   2020-12-10 2023-06-12
95. JPMORGAN CHASE & CO   2003-07-09 2023-06-12
1. LAM RESEARCH CORP   2020-03-12 2023-06-12
1. ELI LILLY & CO   2022-03-10 2023-06-12
1. MASTERCARD INC CL A   2021-12-13 2023-06-12
1. MCDONALD'S CORP   2022-12-07 2023-06-12
3. MERCK & CO INC   2022-06-09 2023-06-12
20. MICROSOFT CORP   2018-09-19 2023-06-12
144. MORGAN STANLEY   2020-03-12 2023-06-12
31. MOTOROLA SOLUTIONS INC   2019-12-09 2023-06-12
2. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2023-06-12
1. PROCTER & GAMBLE CO   2023-03-08 2023-06-12
1. QUANTA SVCS INC   2020-09-11 2023-06-12
30797.623 T. ROWE PRICE SHORT-TERM BOND FUND INC   2011-06-24 2023-06-12
13. S&P GLOBAL INC   2016-06-08 2023-06-12
5. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2023-06-12
1. STRYKER CORP   2021-09-17 2023-06-12
2. TJX COMPANIES INC NEW   2023-03-08 2023-06-12
462. TRUIST FINANCIAL CORP   2016-09-14 2023-06-12
1. UNION PACIFIC CORP   2021-09-17 2023-06-12
1. UNITEDHEALTH GROUP INC   2021-09-17 2023-06-12
1. VISA INC CLASS A SHARES   2021-06-14 2023-06-12
2. WEC ENERGY GROUP INC   2010-09-22 2023-06-12
1. ZOETIS INC   2022-03-10 2023-06-12
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2023-06-12
2. BUNGE LIMITED MERGED 11/01/23   2021-03-11 2023-06-12
380. CAPRI HLDGS LTD SEDOL   2022-12-07 2023-06-12
14. ABBOTT LABORATORIES INC   2021-12-13 2023-09-13
13. ABBVIE INC   2021-12-13 2023-09-13
3. AIR PRODUCTS & CHEMICALS INC   2022-12-07 2023-09-13
33. ALPHABET INC/CA-CL A   2015-12-09 2023-09-13
4. AMERICAN WATER WORKS CO INC   2016-02-26 2023-09-13
41. APPLE INC   2020-06-16 2023-09-13
1. AUTOZONE INC   2018-12-12 2023-09-13
32. BANK OF AMERICA CORP   2019-04-11 2023-09-13
2. BLACKROCK INC   2021-03-11 2023-09-13
9. BLACKSTONE INC   2021-12-13 2023-09-13
2. BROADCOM INC   2019-04-11 2023-09-13
6. CDW CORP/DE   2019-09-11 2023-09-13
11. CVS HEALTH CORPORATION   2022-12-07 2023-09-13
5. CADENCE DESIGN SYSTEMS INC   2023-06-12 2023-09-13
7. CELANESE CORP   2023-06-12 2023-09-13
7. CHEVRON CORPORATION   2022-06-09 2023-09-13
3. CINTAS CORP   2019-07-17 2023-09-13
26. COCA COLA CO   2022-06-09 2023-09-13
21. COMCAST CORPORATION CL A   2022-03-10 2023-09-13
3. COSTCO WHOLESALE CORP   2018-09-19 2023-09-13
3. DEERE & CO   2021-03-11 2023-09-13
121. DICK'S SPORTING GOODS, INC.   2023-06-12 2023-09-13
20. EXXON MOBIL CORP   2021-03-11 2023-09-13
7. META PLATFORMS INC   2023-06-12 2023-09-13
16. FORTINET INC   2020-06-16 2023-09-13
23. FOX CORP - CLASS A - W/I   2022-12-07 2023-09-13
5. HOME DEPOT INC   2021-09-17 2023-09-13
22. INTERPUBLIC GROUP COMPANIES INC   2020-12-10 2023-09-13
12. JPMORGAN CHASE & CO   2003-07-09 2023-09-13
2. LAM RESEARCH CORP   2020-03-12 2023-09-13
5. ELI LILLY & CO   2018-09-19 2023-09-13
3. LOCKHEED MARTIN CORP   2022-06-09 2023-09-13
4. MASTERCARD INC CL A   2021-12-13 2023-09-13
4. MCDONALD'S CORP   2022-12-07 2023-09-13
21. MERCK & CO INC   2022-06-09 2023-09-13
25. MICROSOFT CORP   2018-09-19 2023-09-13
12. MORGAN STANLEY   2020-03-12 2023-09-13
3. MOTOROLA SOLUTIONS INC   2019-12-09 2023-09-13
15. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2023-09-13
8. PROCTER & GAMBLE CO   2023-03-08 2023-09-13
8. QUANTA SVCS INC   2020-09-11 2023-09-13
3. S&P GLOBAL INC   2016-06-08 2023-09-13
26. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2023-09-13
2. SERVICE NOW INC   2023-06-12 2023-09-13
4. STRYKER CORP   2021-09-17 2023-09-13
13. TJX COMPANIES INC NEW   2023-03-08 2023-09-13
10. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2023-09-13
2. TELEDYNE TECHNOLOGIES INC   2019-12-09 2023-09-13
148. UNION PACIFIC CORP   2021-09-17 2023-09-13
4. UNITEDHEALTH GROUP INC   2021-09-17 2023-09-13
1893.962 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2011-06-24 2023-09-13
7. VISA INC CLASS A SHARES   2021-06-14 2023-09-13
7. WEC ENERGY GROUP INC   2010-09-22 2023-09-13
6. WASTE MANAGEMENT INC   2022-09-07 2023-09-13
8. ZOETIS INC   2022-03-10 2023-09-13
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2023-09-13
10. BUNGE LIMITED MERGED 11/01/23   2021-03-11 2023-09-13
5. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2023-09-13
15. ABBOTT LABORATORIES INC   2021-12-13 2023-12-13
14. ABBVIE INC   2021-12-13 2023-12-13
2. AIR PRODUCTS & CHEMICALS INC   2022-12-07 2023-12-13
27. AMAZON COM INC   2023-09-13 2023-12-13
6. AMAZON COM INC   2021-09-17 2023-12-13
4. AMERICAN WATER WORKS CO INC   2016-02-26 2023-12-13
44. APPLE INC   2010-09-22 2023-12-13
2. BLACKROCK INC   2021-03-11 2023-12-13
10. BLACKSTONE INC   2021-12-13 2023-12-13
3. BROADCOM INC   2019-04-11 2023-12-13
5. CDW CORP/DE   2019-09-11 2023-12-13
243. CVS HEALTH CORPORATION   2022-12-07 2023-12-13
5. CADENCE DESIGN SYSTEMS INC   2023-06-12 2023-12-13
8. CELANESE CORP   2023-06-12 2023-12-13
7. CHEVRON CORPORATION   2022-06-09 2023-12-13
3. CINTAS CORP   2019-07-17 2023-12-13
65. COCA COLA CO   2023-03-08 2023-12-13
539. COCA COLA CO   2022-06-09 2023-12-13
22. COMCAST CORPORATION CL A   2022-03-10 2023-12-13
2. COSTCO WHOLESALE CORP   2018-09-19 2023-12-13
2. DEERE & CO   2021-03-11 2023-12-13
20. EXXON MOBIL CORP   2021-03-11 2023-12-13
365. FORTINET INC   2020-06-16 2023-12-13
24. FOX CORP - CLASS A - W/I   2022-12-07 2023-12-13
6. HOME DEPOT INC   2021-09-17 2023-12-13
24. INTERPUBLIC GROUP COMPANIES INC   2020-12-10 2023-12-13
14. JPMORGAN CHASE & CO   2003-07-09 2023-12-13
1. LAM RESEARCH CORP   2020-03-12 2023-12-13
26. ELI LILLY & CO   2018-09-19 2023-12-13
62. LOCKHEED MARTIN CORP   2022-06-09 2023-12-13
5. MASTERCARD INC CL A   2021-12-13 2023-12-13
4. MCDONALD'S CORP   2022-12-07 2023-12-13
22. MERCK & CO INC   2022-06-09 2023-12-13
26. MICROSOFT CORP   2018-09-19 2023-12-13
13. MORGAN STANLEY   2020-03-12 2023-12-13
4. MOTOROLA SOLUTIONS INC   2019-12-09 2023-12-13
16. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2023-12-13
9. PROCTER & GAMBLE CO   2023-03-08 2023-12-13
55. QUANTA SVCS INC   2020-09-11 2023-12-13
3. S&P GLOBAL INC   2016-06-08 2023-12-13
29. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2023-12-13
3. SERVICE NOW INC   2023-06-12 2023-12-13
4. STRYKER CORP   2021-09-17 2023-12-13
15. TJX COMPANIES INC NEW   2023-03-08 2023-12-13
10. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2023-12-13
2. TELEDYNE TECHNOLOGIES INC   2019-12-09 2023-12-13
6. UNITEDHEALTH GROUP INC   2021-09-17 2023-12-13
996.583 VANGUARD INTERNATIONAL VALUE FUND 46   2018-12-12 2023-12-13
7. VISA INC CLASS A SHARES   2021-06-14 2023-12-13
9. WEC ENERGY GROUP INC   2010-09-22 2023-12-13
135. WASTE MANAGEMENT INC   2022-09-07 2023-12-13
65. ZOETIS INC   2022-03-10 2023-12-13
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2023-12-13
67. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-03-11 2023-12-13
6. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2023-12-13
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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     3
b 4,020   7,475 -3,455
c 14,028   6,783 7,245
d 19,116   20,512 -1,396
e 59,076   54,781 4,295
3     3
202   274 -72
274   255 19
735   231 504
377   521 -144
1,277   617 660
17,796   19,170 -1,374
8,308   8,805 -497
88,803   99,831 -11,028
89   130 -41
7,595   2,765 4,830
14,689   9,432 5,257
72   101 -29
156   179 -23
180   189 -9
121   136 -15
9,407   5,514 3,893
139   55 84
134   124 10
301   337 -36
158   95 63
13,347   3,397 9,950
622   250 372
443   265 178
373   345 28
287   273 14
329   267 62
6,553   2,240 4,313
12,538   4,715 7,823
8,680   4,992 3,688
185   204 -19
146   137 9
185   52 133
138,589   147,821 -9,232
5,003   1,430 3,573
234   171 63
278   274 4
160   154 6
14,657   15,671 -1,014
197   201 -4
491   421 70
225   232 -7
179   58 121
165   187 -22
310   195 115
188   163 25
13,999   21,892 -7,893
1,432   1,917 -485
1,942   1,657 285
907   938 -31
4,455   1,271 3,184
549   259 290
7,235   3,617 3,618
2,529   886 1,643
934   930 4
1,398   1,450 -52
1,015   1,165 -150
1,693   614 1,079
1,253   666 587
780   1,115 -335
1,182   1,155 27
879   801 78
1,172   1,256 -84
1,534   775 759
1,518   1,637 -119
946   949 -3
1,675   702 973
1,205   1,091 114
13,479   16,416 -2,937
2,357   1,239 1,118
2,116   1,884 232
1,012   438 574
739   711 28
1,630   1,683 -53
705   522 183
1,768   429 1,339
1,315   499 816
2,976   1,166 1,810
1,259   1,317 -58
1,665   1,380 285
1,127   1,090 37
2,294   1,872 422
8,280   2,800 5,480
1,034   393 641
844   483 361
1,425   1,532 -107
1,217   1,098 119
1,631   414 1,217
1,160   330 830
1,610   889 721
1,172   1,077 95
1,175   1,096 79
1,203   999 204
905   1,200 -295
818   696 122
31,655   29,790 1,865
1,926   1,682 244
43,713   50,902 -7,189
1,730   1,624 106
592   204 388
954   1,045 -91
1,492   1,496 -4
1,257   780 477
1,144   813 331
1,048   954 94
1,592   2,054 -462
2,142   1,785 357
531   625 -94
4,013   3,806 207
892   1,043 -151
521   259 262
8,604   1,698 6,906
1,515   1,450 65
1,131   1,291 -160
3,236   922 2,314
1,088   555 533
17,867   24,633 -6,766
1,376   1,155 221
1,116   916 200
1,000   1,256 -256
1,699   775 924
3,858   3,890 -32
31,995   33,945 -1,950
940   994 -54
1,266   468 798
718   727 -9
1,962   1,239 723
20,212   10,002 10,210
696   742 -46
1,996   2,019 -23
750   569 181
2,242   501 1,741
733   250 483
15,160   2,772 12,388
28,003   27,227 776
2,107   1,725 382
1,171   1,090 81
2,295   1,961 334
9,785   2,912 6,873
1,085   426 659
1,314   644 670
1,480   1,634 -154
1,310   1,236 74
11,333   2,845 8,488
1,287   330 957
1,432   991 441
2,147   1,615 532
1,178   1,096 82
1,370   1,153 217
1,012   1,200 -188
836   696 140
3,257   2,523 734
40,112   35,000 5,112
1,815   1,624 191
744   262 482
23,817   23,509 308
12,419   12,153 266
1,371   780 591
6,785   5,449 1,336
1,365   1,145 220
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
      4,371
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       3
b       -3,455
c       7,245
d       -1,396
e       4,295
      3
      -72
      19
      504
      -144
      660
      -1,374
      -497
      -11,028
      -41
      4,830
      5,257
      -29
      -23
      -9
      -15
      3,893
      84
      10
      -36
      63
      9,950
      372
      178
      28
      14
      62
      4,313
      7,823
      3,688
      -19
      9
      133
      -9,232
      3,573
      63
      4
      6
      -1,014
      -4
      70
      -7
      121
      -22
      115
      25
      -7,893
      -485
      285
      -31
      3,184
      290
      3,618
      1,643
      4
      -52
      -150
      1,079
      587
      -335
      27
      78
      -84
      759
      -119
      -3
      973
      114
      -2,937
      1,118
      232
      574
      28
      -53
      183
      1,339
      816
      1,810
      -58
      285
      37
      422
      5,480
      641
      361
      -107
      119
      1,217
      830
      721
      95
      79
      204
      -295
      122
      1,865
      244
      -7,189
      106
      388
      -91
      -4
      477
      331
      94
      -462
      357
      -94
      207
      -151
      262
      6,906
      65
      -160
      2,314
      533
      -6,766
      221
      200
      -256
      924
      -32
      -1,950
      -54
      798
      -9
      723
      10,210
      -46
      -23
      181
      1,741
      483
      12,388
      776
      382
      81
      334
      6,873
      659
      670
      -154
      74
      8,488
      957
      441
      532
      82
      217
      -188
      140
      734
      5,112
      191
      482
      308
      266
      591
      1,336
      220
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 104,454
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  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,370
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 2,370
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 2,370
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,504
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,504
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 866
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 762-7070

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
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)
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
GLADYS HUNT-MASON ADMIN
1 		600    
1914 CALIFORNIA AVE
WHITE OAK,PA15131
NANCY J TACSIK ADMIN
1 		600    
200 OHIO AVENUE
GLASSPORT,PA15045
VINCENT KEMPER ADMIN
1 		600    
1044 AMHERST ST
WHITE OAK,PA15135
PNC BANK NA TRUSTEE
7 		40,651    
117 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
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  
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
3,868,804
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
3,868,804
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
3,868,804
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
58,032
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,810,772
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
190,539
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
190,539
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,370
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,370
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
188,169
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
188,169
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
188,169
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
193,625
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
193,625
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 7 188,169
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 170,070
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 193,625
a Applied to 2022, but not more than line 2a 170,070
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..... 23,555
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 .......... 		164,614
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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:
JOAN MASTREAN PNC BANK NA
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
(412) 762-2175
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
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE IS GIVEN TO CHURCHES, PUBLIC CIVIC CAUSES, AND OTHER CHARITABLE ORGANIZATIONS IN AND NEAR MCKEESPORT, PA
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

JUNIOR ACHIEVEMENT OF WESTERN PA

ONE ALLEGHENY CENTER STE 430
PITTSBURGH,PA15212 		NONE PC GENERAL SUPPORT 5,000

SAMPSON'S MILLS PRESBYTERIAN CHURCH

1665 LINCOLN WAY
WHITE OAK,PA15131 		NONE PC GENERAL SUPPORT 4,000

PRAISE CHRISTIAN ACADEMY

245 FOSTER ROAD
NORTH VERSAILLES,PA15137 		NONE PC PROVIDE SCHOLARSHIPS TO 2,000

PORT VUE UNITED METHODIST CHURCH

1565 WASHINGTON BLVD
MCKEESPORT,PA15133 		NONE PC GENERAL SUPPORT 3,000

LIBERTY PRESBYTERIAN CHURCH

900 ELIZABETH ST
MCKEESPORT,PA15133 		NONE PC GENERAL SUPPORT 500

CARNEGIE FREE LIBRARY

1507 LIBERTY AVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDA ST
DUQUESNE,PA15110 		NONE PC GENERAL SUPPORT 5,000

HIGHLAND GROVE UNITED METHODIST

2909 HIGHLAND AVE
MCKEESPORT,PA15132 		NONE PC ROOF REPAIRS 2,500

MCKEESPORT REGIONAL HISTORY & HERITAGE
CENTER
1832 ARBORETUM DRIVE
MCKEESPORT,PA15132 		NONE PC OPERATING SUPPORT FOR 2,500

FREE HUNGARIAN REFORMED CHURCH

101 UNIVERSITY DRIVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 500

THE INTERSECTION INC

PO BOX 827 115 SEVENTH AVE
MCKEESPORT,PA151340827 		NONE PC PROVIDE FOOD & SUPPORT 5,000

MCKEESPORT MUSIC CLUB

1107 EVANS AVE
MCKEEPORT,PA15132 		NONE PC GENERAL SUPPORT 3,500

PITTSBURGH TIGERS GIRLS SOFTBALL

116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212 		NONE PC GENERAL SUPPORT 3,000

ALLEGHENY CLEANWAYS

2801 N CHARLES ST
PITTSBURGH,PA15214 		NONE PC GENERAL OPERATING 3,000

ST SAVA SERBIAN ORTHODOX CHURCH

901 HARTMAN STREET
MCKEESPORT,PA15132 		NONE PC INSTALL LIVE STREAM SYSTEM 2,000

PINE VALLEY CAMP

504 CHAPEL DR
ELLWOOD CITY,PA16117 		NONE PC GENERAL OPERATING 4,000

SAINTS JOACHIM AND ANNE PARISH

50 EAST AVE
ATTICA,NY14011 		NONE PC GENERAL OPERATING 5,000

WHITE OAK ATHLETIC ASSOCIATION

1798 LOWER HECKMAN RD
MCKEESPORT,PA15131 		NONE PC GENERAL OPERATING 5,000

MAKE A WISH FOUNDATION

707 GRANT ST 3700
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 5,000

MON YOUGH CHORALE

1665 LINCOLN WAY
WHITE OAK,PA15131 		NONE PC GENERAL OPERATING 2,500

LITERACY PITTSBURGH

411 SEVENTH AVE
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 3,000

BEVERLYS BIRTHDAYS

9799 LAUREL AVE
NORTH HUNTINGTON,PA15642 		NONE PC GENERAL OPERATING 5,000

EAST SUBURBAN SEVENTH-DAY

1209 LUEHM AVENUE
NORTH VERSAILLES,PA15137 		NONE PC GENERAL SUPPORT 3,000

MOUNT CARMEL BAPTIST CHURCH

90 PORT PERRY RD
N VERSAILLES,PA15137 		NONE PC ASSIST W/COUNSELING 5,000

MCKEESPORT PRESYBTERIAN CHURCH

1825 HORIZON DR
WHITE OAK,PA15131 		NONE PC GENERAL SUPPORT 5,000

MCKEESPORT AREA MEALS ON WHEELS

1406 CORNELL AVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 10,000

MERRITT PRIMITIVE METHODIST CHURCH
BUENA VISTA
200 FOWLES STREET
BUENA VISTA,PA15018 		NONE PC GENERAL SUPPORT 1,000

ANGLICAN CHURCH OF THE TRNSFGRTN

907 MIDDLE STREET
PITTSBURGH,PA15212 		NONE PC REPLACE FURNACE, INCLUDES 5,000

NEW BEGINNINGS SERVICES

1870-C DUQUESNE VILLAGE SHOPPING CT
HOMEVILLE,PA15122 		NONE PC GENERAL SUPPORT 5,000

SAVE SPORTS ARTS & VIDEO

3213 ORCHARD ST
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

CHRIST UNITED METHODIST CHURCH

2800 COULTERVILLE RD
MCKEESPORT,PA15131 		NONE PC GENERAL SUPPORT 3,000

WEST SIDE UNITED METHODIST

305 ATLANTIC AVENUE
MCKEESPORT,PA15132 		NONE PC BOILER REPAIR, RAIN 2,000

TEMPLE B'NAI ISRAEL

2025 CYPRESS DRIVE
WHITE OAK,PA15131 		NONE PC REPLACE HVAC SYSTEM, 2,000

SERRA CATHOLIC HIGH SCHOOL

200 HERSHEY DR
MCKEESPORT,PA15132 		NONE PC GENERAL 5,000

THE 9TH STREET CLINIC

410 9TH ST
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 2,000

NEW HOPE PRESBYTERIAN CHURCH

12727 LINCOLN WAY
NORTH HUNGTINGDON,PA15642 		NONE PC REPLACEMENT OF OBSOLETE IN 1,000

CENTRAL HIGHLANDS COMMUNITY
UNITED METHODIST CHURCH
100 TIMOTHY DRIVE
ELIZABETH,PA15037 		NONE PC ANNUAL BUDGET SUPPORT 5,000

COMMUNITY TAKE CHARGE LEARNING
CENTER
937 ROSE STREET
MCKEESPORT,PA15132 		NONE PC FOR REPAIRS ON GIFTED VAN, 3,500

ROUND HILL PRESBYTERIAN CHURCH

2150 ROUND HILL CHURCH ROAD
ELIZABETH,PA15037 		NONE PC MAINTAIN AND REPAIR THE 3,000

ST PAUL AFRICAN METHODIST

330 W WAYNE AVE
Wayne,PA19087 		NONE PC GENERAL SUPPORT 5,000

ACTION HOUSING INC

425 6TH AVENUE SUITE 950
PITTSBURGH,PA15219 		NONE PC GENERAL SUPPORT 5,000

ANNA MIDDLETON-WAITE LEARNING CENTER

1350 LOCUST ST
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

ELIZABETH BAPTIST CHURCH

735 BUNOLA ROAD
ELIZABETH,PA15037 		NONE PC COVER COSTS OF INSURANCE, 2,000

WILMERDING COMMUNITY CENTER INC

1 MEMORIAL DR
WILMERDING,PA15148 		NONE PC GENERAL SUPPORT 3,000

THE MCKEESPORT AGAPE CENTER

1201 PRESCOTT ST
White Oak,PA15131 		NONE PC GENERAL SUPPORT 5,000

LAROSA YOUTH DEVELOPMENT FOUNDATION

108 MARSHALL DRIVE
MCKEESPORT,PA15132 		NONE PC SUPPORT AFTER SCHOOL 5,000
Total .................................right arrow 3a 171,500
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 ........... 		         
4 Dividends and interest from securities ....     14 87,065  
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 ............ 		    18 104,454  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    1 394  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   191,913  
13Total. Add line 12, columns (b), (d), and (e)..................
13
191,913
(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.
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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 15,688 36,762
437076102 HOME DEPOT INC 9,211 42,279
460690100 INTERPUBLIC GROUP CO 11,830 16,287
512807108 LAM RESEARCH CORP 10,239 32,114
532457108 ELI LILLY & CO 12,049 65,870
539830109 LOCKHEED MARTIN CORP    
594918104 MICROSOFT CORP 32,357 205,318
617446448 MORGAN STANLEY 8,612 24,525
620076307 MOTOROLA SOLUTIONS I 11,112 21,603
742718109 PROCTER & GAMBLE CO 17,910 27,550
863667101 STRYKER CORP 20,466 26,951
879360105 TELEDYNE TECHNOLOGIE 13,924 17,852
74762E102 QUANTA SVCS INC 6,363 26,543
34959E109 FORTINET INC    
00287Y109 ABBVIE INC 24,233 44,631
02079K305 ALPHABET INC/CA-CL A 19,242 111,054
09247X101 BLACKROCK INC 18,731 27,601
11135F101 BROADCOM INC 18,126 65,859
12514G108 CDW CORP/DE 12,650 25,914
20030N101 COMCAST CORPORATION 10,021 20,259
22160K105 COSTCO WHOLESALE COR 12,397 34,984
30303M102 META PLATFORMS INC 37,001 70,438
46625H100 JPMORGAN CHASE & CO 9,463 46,948
58933Y105 MERCK & CO INC 36,984 50,149
78409V104 S&P GLOBAL INC 7,482 29,955
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 26,394 56,332
92826C839 VISA INC CLASS A SHA 10,536 37,490
92939U106 WEC ENERGY GROUP INC 4,972 14,393
G1151C101 ACCENTURE PLC CLASS 17,070 31,231
002824100 ABBOTT LABORATORIES 36,671 33,461
023135106 AMAZON COM INC 59,918 102,256
030420103 AMERICAN WATER WORKS 5,241 10,691
037833100 APPLE INC 9,324 175,587
053332102 AUTOZONE INC 9,749 28,442
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 30,002 34,242
09260D107 BLACKSTONE INC 26,397 26,446
244199105 DEERE & CO 20,363 22,393
30231G102 EXXON MOBIL CORP 26,703 43,091
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A 36,578 45,210
806857108 SCHLUMBERGER LTD SED 20,166 30,704
874039100 TAIWAN SEMICONDUCTOR 25,032 22,464
907818108 UNION PACIFIC CORP    
G16962105 BUNGE LIMITED    
009158106 AIR PRODUCTS & CHEMI 15,629 13,690
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION 27,818 23,120
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A - 15,790 15,161
580135101 MCDONALD'S CORP 23,981 26,093
718172109 PHILIP MORRIS INTERN 32,938 30,482
94106L109 WASTE MANAGEMENT INC    
98978V103 ZOETIS INC 21,644 23,487
G1890L107 CAPRI HLDGS LTD SEDO    
101137107 BOSTON SCIENTIFIC CO 28,095 28,905
126408103 CSX CORP 29,049 32,624
127387108 CADENCE DESIGN SYSTE 25,187 29,688
150870103 CELANESE CORP 18,198 24,704
438516106 HONEYWELL INTL INC 34,515 35,860
452308109 ILLINOIS TOOL WORKS 27,440 28,551
713448108 PEPSICO INC 33,038 33,289
81762P102 SERVICE NOW INC 27,463 36,031
872540109 TJX COMPANIES INC NE 22,820 27,862
H11356104 BUNGE GLOBAL SA SEDO 13,826 17,162
H1467J104 CHUBB LTD SEDOL B3BQ 23,470 27,798

TY 2023 InvestmentsOtherSchedule2
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256206103 DODGE & COX INTERNAT AT COST 21,608 32,615
256210105 DODGE & COX INCOME F AT COST 406,221 374,120
412295305 HARDING LOEVNER EMER AT COST 40,237 36,897
921908877 VANGUARD REAL ESTATE      
921937603 VANGUARD TOTAL BD MK AT COST 269,536 255,057
921939203 VANGUARD INTERNATION      
922031737 VANGUARD INFLATION P      
00170K869 AMG GW&K SC CORE-I AT COST 25,000 38,296
46432F842 ISHARES CORE MSCI EA AT COST 52,072 56,280
56167N712 NUANCE MID CAP VALUE AT COST 40,000 45,875
74256W584 PRINCIPAL MIDCAP FUN AT COST 62,790 93,309
04314H402 ARTISAN INTERNATIONA AT COST 36,507 41,338
057071813 BAIRD MIDCAP INST AT COST 31,331 39,895
057071854 BAIRD AGGREGATE BOND AT COST 405,000 371,811
09260B382 BLACKROCK STRATEGIC      
779562206 T ROWE PR NEW HORIZO AT COST 18,556 29,348
77957P402 T. ROWE PRICE SHORT-      
464287879 ISHARES S&P SMALL CA AT COST 24,485 25,768
25434V807 DIMENSIONAL INTERNAT AT COST 39,972 41,232
46429B267 ISHARES U S TREASURY AT COST 324,889 328,435

TY 2023 OtherAssetsSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX .0004883 ROYALTY INT 100 100 2,890


TY 2023 OtherDecreasesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Amount
RETURN OF CAPITAL ADJUSTMENT 196
ADJUSTMENT TO INCOME 1
2023 TRANSACTION POSTED IN 2024 2,729
COST BASIS ADJUSTMENT/PY ROC 496
ROUNDING ADJ FOR SALES AND TRANSACTIONS 31


TY 2023 OtherExpensesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 6 6   0


TY 2023 OtherIncomeSchedule2
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 394 394  


TY 2023 OtherIncreasesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Amount
2022 TRANSACTION POSTED IN 2023 1,531


TY 2023 TaxesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 188 188   0
FEDERAL ESTIMATES - PRINCIPAL 752 0   0
FOREIGN TAXES ON QUALIFIED FOR 391 391   0
FOREIGN TAXES ON NONQUALIFIED   0   0