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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
OVID D ROBINSON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

25-6023648
B Telephone number (see instructions)

(412) 209-4802
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$4,652,581
J 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... 115,990 115,957  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 245,120
b Gross sales price for all assets on line 6a 3,052,005
7 Capital gain net income (from Part IV, line 2)... 245,120
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)....... 2,384    
12 Total. Add lines 1 through 11........ 363,494 361,077  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,495 37,996   9,499
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)... 2,058 1,585   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)....... 3,956 25   3,931
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,509 39,606 0 13,430
25 Contributions, gifts, grants paid....... 190,561 190,561
26 Total expenses and disbursements. Add lines 24 and 25 244,070 39,606 0 203,991
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 119,424
b Net investment income (if negative, enter -0-) 321,471
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 154,065 149,848 149,848
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).......      
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).......... 3,778,435 Click to see attachment
List of Attached Documents:
// Content
3,902,618
4,502,733
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,932,500 4,052,466 4,652,581
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........ 3,932,500 4,052,466
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)..... 3,932,500 4,052,466
30 Total liabilities and net assets/fund balances (see instructions). 3,932,500 4,052,466
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
3,932,500
2
Enter amount from Part I, line 27a .....................
2
119,424
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,299
4
Add lines 1, 2, and 3 ..........................
4
4,056,223
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,757
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,052,466
Form 990-PF (2024)
Form 990-PF (2024)
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 13.888 AMG GW&K SC CORE-I   2023-09-11 2024-02-01
b 1011.022 BAIRD MIDCAP INST   2023-02-06 2024-02-01
c 213.023 BAIRD MIDCAP INST   2023-09-11 2024-02-01
d 671.013 BAIRD MIDCAP INST   2022-08-02 2024-02-01
e 1863.922 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-04-11 2024-02-01
569. ISHARES MSCI EAFE ETF   2023-04-11 2024-02-01
936. ISHARES MSCI EAFE ETF   2023-09-11 2024-02-01
251. ISHARES MSCI EAFE GROWTH ETF   2023-06-02 2024-02-01
17. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-09 2024-02-01
879.115 PGIM HIGH YIELD FUND CLASS R6   2023-02-06 2024-02-01
336.572 PGIM HIGH YIELD FUND CLASS R6   2023-11-28 2024-02-01
10379.44 PGIM HIGH YIELD FUND CLASS R6   2019-08-30 2024-02-01
902.818 TOUCHSTONE MID CAP-R6   2023-06-02 2024-02-01
117.16 VANGUARD INTERNATIONAL VALUE FUND 46   2023-03-09 2024-02-01
12.426 VANGUARD INTERNATIONAL VALUE FUND 46   2023-10-23 2024-02-01
2078.221 VANGUARD INTERNATIONAL VALUE FUND 46   2019-06-19 2024-02-01
643. WISDOMTREE U.S. QUALITY DIVI ETF   2023-10-23 2024-02-01
378. WISDOMTREE U.S. QUALITY DIVI ETF   2022-06-21 2024-02-01
31.109 AMG GW&K SC CORE-I   2023-09-11 2024-04-01
14.645 AMG GW&K SC CORE-I   2023-11-28 2024-04-01
6.901 AMG GW&K SC CORE-I   2022-05-12 2024-04-01
300.223 AMG RR SM CAP VAL-I   2024-02-01 2024-04-01
170.039 PZENA EMERG MKTS VALUE-INST   2023-11-28 2024-04-01
1118.921 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-04-11 2024-04-01
544.202 DODGE & COX INCOME FUND FD 147   2023-07-19 2024-04-01
185.967 DODGE & COX INCOME FUND FD 147   2024-02-01 2024-04-01
155.805 OAKMARK INTL SM CAP-R6   2023-10-23 2024-04-01
3480.483 OAKMARK INTL SM CAP-R6   2022-05-12 2024-04-01
53.984 WCM FOCUSED INTL GROWTH-INS   2024-02-01 2024-04-01
21. ISHARES MSCI EAFE ETF   2023-10-23 2024-04-01
1189. ISHARES MSCI EAFE ETF   2022-05-12 2024-04-01
26. ISHARES RUSSELL MID-CAP GROWTH ETF   2024-02-01 2024-04-01
26. ISHARES MSCI EAFE SMALL-CAP ETF   2023-09-11 2024-04-01
59. ISHARES MSCI EAFE SMALL-CAP ETF   2023-10-23 2024-04-01
1046. ISHARES MSCI EAFE SMALL-CAP ETF   2018-11-07 2024-04-01
1322. ISHARES MSCI EAFE VALUE ETF   2024-02-01 2024-04-01
234. ISHARES MSCI EAFE GROWTH ETF   2023-06-02 2024-04-01
164.243 T ROWE PR MID-CAP VALUE-I   2022-04-13 2024-04-01
36.676 TOUCHSTONE SANDS EM GR-R6   2023-07-19 2024-04-01
67.321 TOUCHSTONE SANDS EM GR-R6   2020-06-01 2024-04-01
106.464 TOUCHSTONE MID CAP-R6   2023-06-02 2024-04-01
645.238 TRANSAMERICA SM CAP GROW-I2   2020-02-04 2024-04-01
19. WISDOMTREE U.S. QUALITY DIVI ETF   2022-06-21 2024-04-01
42.237 AMG GW&K SC CORE-I   2022-05-12 2024-05-02
181.252 AMG RR SM CAP VAL-I   2023-11-28 2024-05-02
36.797 AMG RR SM CAP VAL-I   2022-04-13 2024-05-02
160. DIMENSIONAL INTERNATIONAL VA ETF   2024-04-01 2024-05-02
147. ISHARES CORE S&P 500 ETF   2023-10-23 2024-05-02
287. ISHARES CORE S&P 500 ETF   2024-02-01 2024-05-02
33. ISHARES RUSSELL MID-CAP GROWTH ETF   2024-02-01 2024-05-02
74. ISHARES MSCI EAFE VALUE ETF   2024-02-01 2024-05-02
464. ISHARES MSCI EAFE GROWTH ETF   2023-06-02 2024-05-02
33. ISHARES MSCI USA QUALITY FACTOR ETF   2024-04-01 2024-05-02
176. ISHARES MSCI INTL QUALITY FACTOR ETF   2024-02-01 2024-05-02
661.839 MOERUS WORLDWIDE VALUE FUND CLASS INST   2024-04-01 2024-05-02
90.665 T ROWE PR MID-CAP VALUE-I   2022-04-13 2024-05-02
3114.419 TOUCHSTONE SANDS EM GR-R6   2023-06-02 2024-05-02
407.185 TOUCHSTONE SANDS EM GR-R6   2023-11-28 2024-05-02
3111.08 TOUCHSTONE SANDS EM GR-R6   2020-06-01 2024-05-02
5.741 TOUCHSTONE MID CAP-R6   2023-06-02 2024-05-02
198.07 TRANSAMERICA SM CAP GROW-I2   2020-02-04 2024-05-02
112. WISDOMTREE U.S. QUALITY DIVI ETF   2022-10-17 2024-05-02
1. NOVO NORDISK A/S XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-06-12
44.335 AMG GW&K SC CORE-I   2023-10-23 2024-08-01
1421.099 AMG GW&K SC CORE-I   2022-05-12 2024-08-01
19.717 AMG RR SM CAP VAL-I   2022-04-13 2024-08-01
2995.2 PZENA EMERG MKTS VALUE-INST   2024-05-02 2024-08-01
2463.607 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-04-11 2024-08-01
84.843 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2024-02-01 2024-08-01
1435.861 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2024-04-01 2024-08-01
18. ISHARES CORE S&P 500 ETF   2023-10-23 2024-08-01
52. ISHARES CORE S&P 500 ETF   2023-03-09 2024-08-01
814. ISHARES RUSSELL MID-CAP GROWTH ETF   2024-02-01 2024-08-01
303. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-05-02 2024-08-01
97. ISHARES MSCI USA QUALITY FACTOR ETF   2024-04-01 2024-08-01
57. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-09 2024-08-01
175.564 PIMCO INCOME FUND CLASS INS   2024-02-01 2024-08-01
550.12 PIMCO INCOME FUND CLASS INS   2024-04-01 2024-08-01
1074.121 PIMCO INCOME FUND CLASS INS   2023-07-19 2024-08-01
79.127 T ROWE PR MID-CAP VALUE-I   2022-04-13 2024-08-01
48.065 TOUCHSTONE MID CAP-R6   2023-06-02 2024-08-01
1183.127 TRANSAMERICA SM CAP GROW-I2   2023-09-11 2024-08-01
12212.987 TRANSAMERICA SM CAP GROW-I2   2020-02-04 2024-08-01
4501.011 VANGUARD TOTAL BD MKT INDX 584 ADM   2009-04-06 2024-08-02
1108.935 AMG RR SM CAP VAL-I   2022-04-13 2024-09-11
667.37 PZENA EMERG MKTS VALUE-INST   2024-02-01 2024-09-11
1353.578 PZENA EMERG MKTS VALUE-INST   2024-05-02 2024-09-11
1503.144 PZENA EMERG MKTS VALUE-INST   2023-03-09 2024-09-11
8560.121 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-04-11 2024-09-11
69.402 BLACKROCK HIGH YIELD PORTFOLIO CL INSTL   2024-08-01 2024-09-11
6. DIMENSIONAL INTERNATIONAL VA ETF   2024-04-01 2024-09-11
62.4 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2024-02-01 2024-09-11
675. ISHARES S&P SMALL CAP 600 GROWTH ETF   2024-08-01 2024-09-11
26. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-05-02 2024-09-11
3. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-09 2024-09-11
56. ISHARES MSCI INTL QUALITY FACTOR ETF   2024-08-01 2024-09-11
376. ISHARES CORE MSCI DEV MKTS ETF   2024-08-01 2024-09-11
1277.283 MADISON MID CAP FUND-R6   2024-08-01 2024-09-11
2775.515 MOERUS WORLDWIDE VALUE FUND CLASS INST   2024-04-01 2024-09-11
271.573 PIMCO INCOME FUND CLASS INS   2024-05-02 2024-09-11
6255.463 PIMCO INCOME FUND CLASS INS   2023-07-19 2024-09-11
594.295 T ROWE PR MID-CAP VALUE-I   2022-04-13 2024-09-11
51.824 TOUCHSTONE MID CAP-R6   2023-10-23 2024-09-11
1566.698 TOUCHSTONE MID CAP-R6   2023-06-02 2024-09-11
280.61 VANGUARD TOTAL BD MKT INDX 584 ADM   2024-02-01 2024-09-11
4806.427 VANGUARD TOTAL BD MKT INDX 584 ADM   2022-12-02 2024-09-11
539. WISDOMTREE U.S. QUALITY DIVI ETF   2024-08-01 2024-09-11
46. WISDOMTREE U.S. QUALITY DIVI ETF   2022-10-17 2024-09-11
910.99 BARON SMALL CAP FUND INSTITUTIONAL   2024-09-11 2024-09-25
1010.669 MOERUS WORLDWIDE VALUE FUND CLASS INST   2024-04-01 2024-09-25
215.722 PZENA EMERG MKTS VALUE-INST   2022-11-07 2024-11-11
568.54 ARTISAN INTL SM/MID-INST   2024-09-11 2024-11-11
7681.874 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-11-28 2024-11-11
3177.831 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-06-02 2024-11-11
145.069 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2024-02-01 2024-11-11
1470.964 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2022-05-12 2024-11-11
34. ISHARES CORE S&P 500 ETF   2024-09-11 2024-11-11
104. ISHARES CORE S&P 500 ETF   2023-03-09 2024-11-11
814. ISHARES MSCI EAFE VALUE ETF   2024-02-01 2024-11-11
450. ISHARES MSCI EAFE VALUE ETF   2024-08-01 2024-11-11
539. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-05-02 2024-11-11
1379. ISHARES CORE MSCI DEV MKTS ETF   2024-08-01 2024-11-11
210.849 MADISON MID CAP FUND-R6   2024-08-01 2024-11-11
105.657 T ROWE PR MID-CAP VALUE-I   2022-04-13 2024-11-11
47.26 AMG RR SM CAP VAL-I   2024-11-11 2024-12-12
75.565 BAIRD AGGREGATE BOND FUND FD 72   2022-05-12 2024-12-12
34.052 BLACKROCK HIGH YIELD PORTFOLIO CL INSTL   2024-11-11 2024-12-12
425.098 DODGE & COX INTERNATIONAL STOCK FUND 1048   2024-11-11 2024-12-12
151.793 DODGE & COX INCOME FUND FD 147   2024-09-11 2024-12-12
119.859 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2024-09-11 2024-12-12
765. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-05-02 2024-12-12
4. ISHARES MSCI USA QUALITY FACTOR ETF   2024-11-11 2024-12-12
408. ISHARES MSCI INTL QUALITY FACTOR ETF   2024-02-01 2024-12-12
212. ISHARES MSCI INTL QUALITY FACTOR ETF   2024-08-01 2024-12-12
24.393 MFS EMERGING MKTS DEBT FD-R6   2021-05-28 2024-12-12
3823.752 MADISON MID CAP FUND-R6   2024-08-01 2024-12-12
65.342 MOERUS WORLDWIDE VALUE FUND CLASS INST   2024-11-11 2024-12-12
36.644 PIMCO INCOME FUND CLASS INS   2024-11-11 2024-12-12
22.689 PRINCIPAL MIDCAP FUND-R6   2024-11-11 2024-12-12
28.28 VANGUARD TOTAL BD MKT INDX 584 ADM   2024-10-15 2024-12-12
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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    
(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 413   398 15
b 24,679   23,632 1,047
c 5,200   4,925 275
d 16,379   15,729 650
e 15,620   15,806 -186
43,021   41,096 1,925
70,770   65,310 5,460
24,680   23,945 735
2,579   2,057 522
4,149   4,080 69
1,589   1,542 47
48,991   55,797 -6,806
47,091   41,647 5,444
4,679   4,408 271
496   455 41
83,004   74,086 8,918
46,099   40,437 5,662
27,100   21,449 5,651
979   892 87
461   402 59
217   185 32
4,930   4,539 391
2,134   2,033 101
9,153   9,488 -335
6,732   6,764 -32
2,300   2,358 -58
3,029   2,864 165
67,661   53,932 13,729
1,365   1,285 80
1,669   1,404 265
94,522   76,699 17,823
2,946   2,728 218
1,640   1,522 118
3,722   3,262 460
65,984   60,981 5,003
71,453   68,433 3,020
24,202   22,323 1,879
5,658   5,829 -171
533   516 17
978   937 41
6,062   4,911 1,151
4,523   4,530 -7
1,440   1,068 372
1,281   1,132 149
2,869   2,723 146
583   546 37
5,809   5,853 -44
74,043   62,381 11,662
144,560   147,804 -3,244
3,530   3,462 68
3,984   3,831 153
46,047   44,035 2,012
5,156   5,403 -247
6,688   6,664 24
10,550   10,146 404
2,993   3,218 -225
44,630   41,434 3,196
5,835   5,581 254
44,582   42,928 1,654
305   265 40
1,319   1,390 -71
8,148   6,265 1,883
27     27
1,443   1,156 287
46,257   38,100 8,157
321   293 28
38,189   38,668 -479
20,596   20,891 -295
1,036   1,044 -8
17,532   17,786 -254
9,770   7,639 2,131
28,225   20,942 7,283
87,873   85,404 2,469
26,248   24,390 1,858
16,368   15,882 486
9,618   6,896 2,722
1,877   1,872 5
5,881   5,804 77
11,482   11,268 214
2,760   2,808 -48
2,695   2,217 478
8,187   7,380 807
84,514   83,200 1,314
44,155   45,006 -851
17,222   16,468 754
8,436   7,868 568
17,109   17,475 -366
19,000   16,715 2,285
73,103   71,607 1,496
498   493 5
219   219  
786   768 18
87,653   92,244 -4,591
2,312   2,093 219
511   363 148
2,202   2,157 45
25,474   24,714 760
22,033   22,199 -166
44,769   42,589 2,180
2,930   2,841 89
67,496   65,620 1,876
20,681   21,092 -411
2,864   2,308 556
86,591   72,272 14,319
2,786   2,725 61
47,728   46,644 1,084
42,986   42,312 674
3,669   2,573 1,096
33,816   31,939 1,877
17,293   15,494 1,799
2,919   2,385 534
10,552   10,387 165
63,375   62,133 1,242
26,217   26,503 -286
1,786   1,786  
18,108   17,279 829
20,441   18,487 1,954
62,526   41,883 20,643
44,589   42,137 2,452
24,650   24,725 -75
50,405   43,386 7,019
93,043   90,639 2,404
3,968   3,665 303
4,016   3,750 266
858   864 -6
741   769 -28
246   245 1
22,551   22,917 -366
1,925   1,990 -65
1,054   1,092 -38
70,571   61,577 8,994
742   737 5
15,945   15,431 514
8,285   8,231 54
297   364 -67
71,466   66,457 5,009
1,140   1,118 22
390   389 1
1,068   1,100 -32
272   276 -4
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
      48,894
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       15
b       1,047
c       275
d       650
e       -186
      1,925
      5,460
      735
      522
      69
      47
      -6,806
      5,444
      271
      41
      8,918
      5,662
      5,651
      87
      59
      32
      391
      101
      -335
      -32
      -58
      165
      13,729
      80
      265
      17,823
      218
      118
      460
      5,003
      3,020
      1,879
      -171
      17
      41
      1,151
      -7
      372
      149
      146
      37
      -44
      11,662
      -3,244
      68
      153
      2,012
      -247
      24
      404
      -225
      3,196
      254
      1,654
      40
      -71
      1,883
      27
      287
      8,157
      28
      -479
      -295
      -8
      -254
      2,131
      7,283
      2,469
      1,858
      486
      2,722
      5
      77
      214
      -48
      478
      807
      1,314
      -851
      754
      568
      -366
      2,285
      1,496
      5
       
      18
      -4,591
      219
      148
      45
      760
      -166
      2,180
      89
      1,876
      -411
      556
      14,319
      61
      1,084
      674
      1,096
      1,877
      1,799
      534
      165
      1,242
      -286
       
      829
      1,954
      20,643
      2,452
      -75
      7,019
      2,404
      303
      266
      -6
      -28
      1
      -366
      -65
      -38
      8,994
      5
      514
      54
      -67
      5,009
      22
      1
      -32
      -4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 245,120
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 4,468
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 4,468
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 4,468
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 949
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.............. 7 949
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 3,519
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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) 209-4802

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
PNC BANK N A TRUSTEE
8
47,495    
500 First Ave P7-PFSC-03-Z
PITTSBURGH,PA15219
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
4,622,326
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
4,622,326
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
4,622,326
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,335
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,552,991
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
227,650
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
227,650
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,468
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,468
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
223,182
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
223,182
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
223,182
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
203,991
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
203,991
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 223,182
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 25,511
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 203,991
a Applied to 2023, but not more than line 2a 25,511
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 2024 distributable amount..... 178,480
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
44,702
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PNC CHARITABLE TRUST GRANT REVIEW C
The Tower at PNC Plaza 300 Fifth A
PITTSBURGH,PA15222
(412) 762-5157
bThe form in which applications should be submitted and information and materials they should include:
Please reference the name of the trust in all communications SEE FOOTNOTE
cAny submission deadlines:
See website listed in footnote for details
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See website listed in footnote for details
Form 990-PF (2024)
Form 990-PF (2024)
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

BOYS & GIRLS CLUB OF WESTERN PA

5432 BUTLER STREET
PITTSBURGH,PA152012626
NONE PC GENERAL SUPPORT 66,696

March of Dimes

1550 CRYSTAL DR
Arlington,VA22202
NONE PC GENERAL PURPOSE 5,000

THE CHILDREN'S INSTITUTE

6301 NORTHUMBERLAND STREET
PITTSBURGH,PA152171360
NONE PC GENERAL SUPPORT 33,348

Junior Achievement of Western PA

90 EMERSON LANE
Bridgeville,PA15017
NONE PC GENERAL PURPOSE 15,000

THE WATSON INSTITUTE
ATTN CHIEF FINANCIAL OFFICER
301 CAMP MEETING ROAD
SEWICKLEY,PA151438773
NONE PC GENERAL SUPPORT 33,348

Community Empowerment Ass PTA Community

7120 KELLY ST
Pittsburgh,PA15208
NONE PC GENERAL PURPOSE 12,169

Art Creates US Inc

205 EAST 42ND ST
Brooklyn,NY10017
NONE PC GENERAL PURPOSE 5,000

Stem Coding Lab Inc

800 VINIAL ST STE A200
Pittsburgh,PA15212
NONE PC GENERAL PURPOSE 20,000
Total .................................right arrow 3a 190,561
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 115,990  
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 ............
    18 245,120  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    14 2,384  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   363,494  
13Total. Add line 12, columns (b), (d), and (e)..................
13
363,494
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 340,393 336,872
464288273 ISHARES MSCI EAFE SM      
921937603 VANGUARD TOTAL BD MK AT COST 140,875 140,805
921939203 VANGUARD INTERNATION      
74440Y884 PGIM HIGH YIELD FUND      
89355J656 TRANSAMERICA SM CAP      
97717X669 WISDOMTREE U.S. QUAL AT COST 113,933 183,226
317609295 SEAFARER OVERSEAS GR AT COST 66,712 67,164
552746364 MFS EMERGING MKTS DE AT COST 100,800 93,604
00170K869 AMG GW&K SC CORE-I      
00171A852 AMG RR SM CAP VAL-I AT COST 79,850 84,568
00770X675 PZENA EMERG MKTS VAL AT COST 54,310 63,731
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 343,182 339,336
413838566 OAKMARK INTL SM CAP-      
464287200 ISHARES CORE S&P 500 AT COST 1,136,722 1,683,625
464287465 ISHARES MSCI EAFE ET      
72201F490 PIMCO INCOME FUND CL AT COST 92,764 94,219
77957Y403 T ROWE PR MID-CAP VA AT COST 83,910 83,271
89154M702 TOUCHSTONE SANDS EM AT COST 59,120 56,295
09260B309 BLACKROCK CORE BOND      
258620566 DOUBLELINE TOTAL RET AT COST 238,934 234,829
464288885 ISHARES MSCI EAFE GR      
46432F339 ISHARES MSCI USA QUA AT COST 84,288 114,684
46434V456 ISHARES MSCI INTL QU AT COST 109,927 113,364
89155T490 TOUCHSTONE MID CAP-R      
04314H576 ARTISAN INTL SM/MID- AT COST 59,732 56,892
068278803 BARON SMALL CAP FUND AT COST 88,172 80,039
09260B630 BLACKROCK HIGH YIELD AT COST 93,066 93,974
25434V807 DIMENSIONAL INTERNAT AT COST 71,403 69,292
256206103 DODGE & COX INTERNAT AT COST 72,615 67,213
461418444 WCM FOCUSED INTL GRO AT COST 202,265 180,051
464287481 ISHARES RUSSELL MID- AT COST 95,915 89,993
66538H880 MOERUS WORLDWIDE VAL AT COST 43,038 44,133
74256W584 PRINCIPAL MIDCAP FUN AT COST 130,692 131,553

TY 2024 OtherDecreasesSchedule
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Description Amount
2024 TRANSACTION POSTED IN 2025 3,736
ADJUSTMENT TO INCOME 21


TY 2024 OtherExpensesSchedule
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 3,931 0   3,931
CLASS ACTION FILING FEES 25 25   0


TY 2024 OtherIncomeSchedule2
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,384 0  


TY 2024 OtherIncreasesSchedule
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Description Amount
2023 TRANSACTION POSTED IN 2024 4,299


TY 2024 TaxesSchedule
Name:
OVID D ROBINSON CHARITABLE TRUST
EIN:
25-6023648
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 473 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,126 1,126   0
FOREIGN TAXES ON NONQUALIFIED 459 459   0