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
ROBERT & MARY WEISBROD FOUNDATION
 
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

25-6105924
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$17,902,801J 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... 381,262 379,436  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 736,716
b Gross sales price for all assets on line 6a 2,730,018
7 Capital gain net income (from Part IV, line 2)... 736,716
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).......      
12 Total. Add lines 1 through 11........ 1,117,978 1,116,152  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 116,398 69,839   46,559
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
18,112 4,692   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
16 16    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,526 74,547 0 46,559
25 Contributions, gifts, grants paid....... 705,500 705,500
26 Total expenses and disbursements. Add lines 24 and 25 840,026 74,547 0 752,059
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 277,952
b Net investment income (if negative, enter -0-) 1,041,605
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......... 517,166 338,575 338,575
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)....... 3,241,664 Click to see attachment
List of Attached Documents:
// Content
3,337,729 		7,141,932
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).......... 8,939,051 Click to see attachment
List of Attached Documents:
// Content
9,301,049 		10,422,294
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) 12,697,881 12,977,353 17,902,801
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........ 12,697,881 12,977,353
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)..... 12,697,881 12,977,353
30 Total liabilities and net assets/fund balances (see instructions). 12,697,881 12,977,353
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
12,697,881
2
Enter amount from Part I, line 27a .....................
2
277,952
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,867
4
Add lines 1, 2, and 3 ..........................
4
12,986,700
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,347
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,977,353
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 123. ABBVIE INC   2020-02-19 2024-01-25
b 231. AMERICAN WATER WORKS CO INC   2016-02-18 2024-01-25
c 207. MERCK & CO INC   2021-10-26 2024-01-25
d 25. MERCK & CO INC   2021-10-26 2024-01-25
e 9. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-25
189. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-25
205. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-26
77. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-29
121. ABBVIE INC   2020-02-19 2024-02-29
29. ELI LILLY & CO   2018-07-18 2024-02-29
168. MERCK & CO INC   2019-10-17 2024-02-29
31. ZOETIS INC   2023-05-02 2024-02-29
308. ZOETIS INC   2022-01-03 2024-02-29
156. DEERE & CO   2021-01-14 2024-04-01
1420. INTERPUBLIC GROUP COMPANIES INC   2020-12-03 2024-04-01
53. ABBOTT LABORATORIES INC   2021-02-11 2024-05-14
35. ABBVIE INC   2020-02-19 2024-05-14
10. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-05-14
156. ALPHABET INC/CA-CL A   2015-08-12 2024-05-14
87. AMAZON COM INC   2023-08-25 2024-05-14
45. AMAZON COM INC   2022-09-08 2024-05-14
196. APPLE INC   2009-05-13 2024-05-14
46. ATMOS ENERGY CORP   2024-01-30 2024-05-14
2. AUTOZONE INC   2018-10-19 2024-05-14
231. BANK OF AMERICA CORP   2023-11-28 2024-05-14
8. BLACKROCK INC EXCH 10/02/2024   2020-12-14 2024-05-14
39. BLACKSTONE INC   2021-11-23 2024-05-14
117. BOSTON SCIENTIFIC CORP   2023-09-07 2024-05-14
13. BROADCOM INC   2019-02-12 2024-05-14
24. CDW CORP/DE   2019-07-19 2024-05-14
199. CSX CORP   2024-04-01 2024-05-14
9. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-05-14
11. CADENCE DESIGN SYSTEMS INC   2023-05-02 2024-05-14
30. CELANESE CORP   2023-04-14 2024-05-14
26. CHEVRON CORPORATION   2022-06-09 2024-05-14
12. CINTAS CORP   2019-05-13 2024-05-14
106. COMCAST CORPORATION CL A   2021-11-10 2024-05-14
12. COSTCO WHOLESALE CORP   2018-08-08 2024-05-14
35. DISNEY WALT CO   2024-04-01 2024-05-14
63. EXXON MOBIL CORP   2021-02-26 2024-05-14
32. META PLATFORMS INC   2023-10-03 2024-05-14
114. FOX CORP - CLASS A - W/I   2022-05-03 2024-05-14
22. HOME DEPOT INC   2021-08-30 2024-05-14
38. HONEYWELL INTL INC   2023-11-28 2024-05-14
12. HUBBELL INC   2024-02-29 2024-05-14
29. ILLINOIS TOOL WORKS INC   2024-04-01 2024-05-14
55. JPMORGAN CHASE & CO   1995-05-12 2024-05-14
7. LAM RESEARCH CORP EXCH 10/03/2024   2020-01-22 2024-05-14
18. ELI LILLY & CO   2018-07-18 2024-05-14
20. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-05-14
20. MASTERCARD INC CL A   2021-11-23 2024-05-14
19. MCDONALD'S CORP   2022-11-22 2024-05-14
52. MERCK & CO INC   2019-10-17 2024-05-14
119. MICROSOFT CORP   2018-07-18 2024-05-14
55. MORGAN STANLEY   2020-01-29 2024-05-14
22. MOTOROLA SOLUTIONS INC   2019-10-10 2024-05-14
44. PEPSICO INC   2023-09-06 2024-05-14
70. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2024-05-14
36. PROCTER & GAMBLE CO   2018-11-02 2024-05-14
16. QUANTA SVCS INC   2022-06-09 2024-05-14
14. S&P GLOBAL INC   2016-05-26 2024-05-14
106. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-05-14
10. SERVICE NOW INC   2023-06-02 2024-05-14
24. STRYKER CORP   2021-08-02 2024-05-14
50. TJX COMPANIES INC NEW   2023-02-09 2024-05-14
53. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2024-05-14
9. TELEDYNE TECHNOLOGIES INC   2019-11-19 2024-05-14
25. UNITEDHEALTH GROUP INC   2021-05-28 2024-05-14
23. VISA INC CLASS A SHARES   2021-05-28 2024-05-14
50. WEC ENERGY GROUP INC   2009-08-05 2024-05-14
21. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2024-05-14
25. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-05-14
2000. ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND   2014-12-15 2024-05-16
1. WELLS FARGO & COMPANY XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-07-11
7. AUTOZONE INC   2018-10-19 2024-08-15
698. COMCAST CORPORATION CL A   2011-10-19 2024-08-15
175. COMCAST CORPORATION CL A   2011-10-19 2024-08-15
350. COMCAST CORPORATION CL A   2011-10-19 2024-08-15
33. ELI LILLY & CO   2018-07-18 2024-08-15
134. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
33630.29 NUANCE MID CAP VALUE-Z   2020-02-11 2024-08-27
25273.368 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2021-01-25 2024-08-27
133. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
535. FOX CORP - CLASS A - W/I   2022-05-03 2024-09-23
515. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-09-23
547. CSX CORP   2024-04-01 2024-10-29
1037. CSX CORP   2023-07-07 2024-10-29
704. CSX CORP   2023-07-07 2024-10-29
359. CSX CORP   2023-11-28 2024-10-29
595. CSX CORP   2023-07-07 2024-10-29
114. CINTAS CORP   2019-05-13 2024-10-29
388. CELANESE CORP   2023-04-12 2024-11-06
35. CELANESE CORP   2023-05-02 2024-11-06
1057. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-11-06
137. ABBVIE INC   2020-02-19 2024-11-22
337. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-22
232. BROADCOM INC   2019-02-12 2024-11-22
303. CDW CORP/DE   2019-07-19 2024-11-22
31. ELI LILLY & CO   2018-07-18 2024-11-22
59. STRYKER CORP   2019-08-23 2024-11-22
174. APPLE INC   2009-05-13 2024-11-25
98. MICROSOFT CORP   2018-07-18 2024-11-25
37. SERVICE NOW INC   2023-06-02 2024-11-25
190. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2024-11-25
31. ABBOTT LABORATORIES INC   2021-02-11 2024-12-18
11. ABBVIE INC   2020-02-19 2024-12-18
68. ALPHABET INC/CA-CL A   2015-08-12 2024-12-18
79. AMAZON COM INC   2022-09-08 2024-12-18
60. APPLE INC   2009-05-13 2024-12-18
15. ATMOS ENERGY CORP   2024-01-26 2024-12-18
1. AUTOZONE INC   2018-10-19 2024-12-18
73. BANK OF AMERICA CORP   2023-11-28 2024-12-18
12. BLACKSTONE INC   2021-11-23 2024-12-18
2. BLACKROCK FUNDING INC/DE   2023-05-02 2024-12-18
27. BOSTON SCIENTIFIC CORP   2023-09-07 2024-12-18
36. BROADCOM INC   2019-02-12 2024-12-18
11. CADENCE DESIGN SYSTEMS INC   2023-05-02 2024-12-18
17. CHEVRON CORPORATION   2022-06-09 2024-12-18
15. CINTAS CORP   2019-05-13 2024-12-18
5. COSTCO WHOLESALE CORP   2018-08-08 2024-12-18
22. DISNEY WALT CO   2024-04-01 2024-12-18
15. EASTMAN CHEM CO   2024-09-26 2024-12-18
54. EXXON MOBIL CORP   2021-02-26 2024-12-18
18. META PLATFORMS INC   2023-05-02 2024-12-18
23. FOX CORP - CLASS A - W/I   2022-05-03 2024-12-18
13. HOME DEPOT INC   2021-04-15 2024-12-18
15. HONEYWELL INTL INC   2023-10-16 2024-12-18
9. HUBBELL INC   2024-02-29 2024-12-18
13. ILLINOIS TOOL WORKS INC   2024-04-01 2024-12-18
23. JPMORGAN CHASE & CO   1995-05-12 2024-12-18
40. LAM RESEARCH CORP   2020-01-22 2024-12-18
6. ELI LILLY & CO   2018-07-18 2024-12-18
9. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-12-18
13. MASTERCARD INC CL A   2021-11-23 2024-12-18
9. MCDONALD'S CORP   2022-11-22 2024-12-18
39. MERCK & CO INC   2019-10-17 2024-12-18
36. MICROSOFT CORP   2018-11-20 2024-12-18
14. MORGAN STANLEY   2020-01-29 2024-12-18
10. MOTOROLA SOLUTIONS INC   2019-12-09 2024-12-18
100. NVIDIA CORP   2024-11-22 2024-12-18
22. PEPSICO INC   2023-09-06 2024-12-18
27. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2024-12-18
21. PROCTER & GAMBLE CO   2018-11-02 2024-12-18
17. QUANTA SVCS INC   2022-06-09 2024-12-18
14. RAYMOND JAMES FINANCIAL INC   2024-10-30 2024-12-18
6. S&P GLOBAL INC   2016-05-26 2024-12-18
2. SERVICE NOW INC   2023-06-02 2024-12-18
5. SHERWIN-WILLIAMS CO   2024-11-06 2024-12-18
5. STRYKER CORP   2019-08-23 2024-12-18
20. TJX COMPANIES INC NEW   2023-02-09 2024-12-18
10. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2024-12-18
3. TELEDYNE TECHNOLOGIES INC   2019-11-19 2024-12-18
1. TRANSDIGM GROUP INC   2024-10-30 2024-12-18
10. UNITEDHEALTH GROUP INC   2021-05-28 2024-12-18
19. VISA INC CLASS A SHARES   2021-05-28 2024-12-18
16. WEC ENERGY GROUP INC   2009-08-05 2024-12-18
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2024-12-18
4. NEW LINDE PLC SEDOL BNZHB81   2024-09-23 2024-12-18
11. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-12-18
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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    
(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 20,159   12,765 7,394
b 28,370   15,278 13,092
c 24,733   18,062 6,671
d 2,984   2,045 939
e 797   690 107
16,716   14,486 2,230
18,107   15,712 2,395
6,830   5,902 928
21,343   11,363 9,980
21,712   2,597 19,115
21,416   13,650 7,766
6,172   5,477 695
61,320   58,294 3,026
63,217   47,436 15,781
46,130   33,540 12,590
5,532   6,710 -1,178
5,626   3,287 2,339
2,484   2,529 -45
26,445   5,340 21,105
16,099   11,478 4,621
8,327   5,812 2,515
36,562   4,832 31,730
5,383   5,257 126
5,867   1,462 4,405
8,897   6,818 2,079
6,389   5,520 869
4,811   5,481 -670
8,488   6,369 2,119
17,426   3,627 13,799
5,322   2,742 2,580
6,797   7,320 -523
2,548   2,082 466
3,114   2,296 818
4,820   3,348 1,472
4,251   4,690 -439
8,210   2,604 5,606
4,221   5,763 -1,542
9,315   2,679 6,636
3,683   4,248 -565
7,350   3,440 3,910
14,951   9,697 5,254
3,824   4,124 -300
7,434   7,213 221
7,731   7,375 356
4,754   4,560 194
7,262   7,764 -502
10,963   828 10,135
6,318   2,196 4,122
13,560   1,612 11,948
4,740   4,867 -127
9,052   6,506 2,546
5,122   5,216 -94
6,684   4,158 2,526
49,295   12,610 36,685
5,483   2,983 2,500
7,939   3,708 4,231
7,903   7,683 220
6,968   7,041 -73
5,935   4,937 998
4,188   2,078 2,110
5,953   1,548 4,405
5,140   3,332 1,808
7,211   5,496 1,715
7,774   6,484 1,290
4,922   4,060 862
7,932   5,532 2,400
3,530   3,147 383
12,784   10,376 2,408
6,322   5,246 1,076
4,242   1,083 3,159
6,503   3,585 2,918
6,342   4,993 1,349
102,569   109,439 -6,870
16     16
22,236   5,118 17,118
27,311   17,958 9,353
6,862   2,051 4,811
13,711   4,102 9,609
30,639   2,955 27,684
14,845   10,880 3,965
447,955   455,000 -7,045
240,602   311,819 -71,217
38,599   33,631 4,968
21,691   19,353 2,338
22,093   16,189 5,904
18,267   20,121 -1,854
34,630   34,750 -120
23,571   23,591 -20
12,053   11,504 549
19,977   19,939 38
23,788   6,184 17,604
35,811   42,479 -6,668
3,240   3,522 -282
44,837   33,227 11,610
24,001   12,866 11,135
30,333   18,346 11,987
38,108   6,473 31,635
54,130   34,515 19,615
23,213   2,776 20,437
22,702   15,173 7,529
40,261   752 39,509
40,816   10,171 30,645
39,248   20,336 18,912
35,092   19,832 15,260
3,513   3,925 -412
1,931   1,033 898
13,251   2,328 10,923
18,142   10,204 7,938
15,216   259 14,957
2,100   1,714 386
3,305   731 2,574
3,291   2,155 1,136
2,167   1,676 491
2,110   1,288 822
2,414   1,470 944
8,305   1,004 7,301
3,409   2,296 1,113
2,492   3,066 -574
3,147   814 2,333
4,884   1,116 3,768
2,519   2,670 -151
1,407   1,703 -296
5,846   2,949 2,897
11,219   4,827 6,392
1,162   832 330
5,301   4,240 1,061
3,469   2,903 566
3,961   3,420 541
3,484   3,481 3
5,446   346 5,100
3,130   1,255 1,875
4,648   537 4,111
2,591   2,190 401
6,931   4,229 2,702
2,669   2,471 198
3,882   3,119 763
16,218   3,685 12,533
1,776   759 1,017
4,660   1,609 3,051
13,503   14,604 -1,101
3,407   3,842 -435
3,382   2,716 666
3,569   1,885 1,684
5,685   2,208 3,477
2,196   2,087 109
3,022   663 2,359
2,187   1,099 1,088
1,815   1,895 -80
1,828   1,077 751
2,472   1,624 848
2,021   1,044 977
1,397   1,049 348
1,270   1,337 -67
5,017   4,115 902
6,060   4,327 1,733
1,507   346 1,161
1,773   854 919
1,720   1,908 -188
3,036   2,197 839
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
      83,214
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       7,394
b       13,092
c       6,671
d       939
e       107
      2,230
      2,395
      928
      9,980
      19,115
      7,766
      695
      3,026
      15,781
      12,590
      -1,178
      2,339
      -45
      21,105
      4,621
      2,515
      31,730
      126
      4,405
      2,079
      869
      -670
      2,119
      13,799
      2,580
      -523
      466
      818
      1,472
      -439
      5,606
      -1,542
      6,636
      -565
      3,910
      5,254
      -300
      221
      356
      194
      -502
      10,135
      4,122
      11,948
      -127
      2,546
      -94
      2,526
      36,685
      2,500
      4,231
      220
      -73
      998
      2,110
      4,405
      1,808
      1,715
      1,290
      862
      2,400
      383
      2,408
      1,076
      3,159
      2,918
      1,349
      -6,870
      16
      17,118
      9,353
      4,811
      9,609
      27,684
      3,965
      -7,045
      -71,217
      4,968
      2,338
      5,904
      -1,854
      -120
      -20
      549
      38
      17,604
      -6,668
      -282
      11,610
      11,135
      11,987
      31,635
      19,615
      20,437
      7,529
      39,509
      30,645
      18,912
      15,260
      -412
      898
      10,923
      7,938
      14,957
      386
      2,574
      1,136
      491
      822
      944
      7,301
      1,113
      -574
      2,333
      3,768
      -151
      -296
      2,897
      6,392
      330
      1,061
      566
      541
      3
      5,100
      1,875
      4,111
      401
      2,702
      198
      763
      12,533
      1,017
      3,051
      -1,101
      -435
      666
      1,684
      3,477
      109
      2,359
      1,088
      -80
      751
      848
      977
      348
      -67
      902
      1,733
      1,161
      919
      -188
      839
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 736,716
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 14,478
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 14,478
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 14,478
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,719
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 9,719
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,759
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) 762-7070

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 NA TRUSTEE
24 		116,398    
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
17,657,961
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
17,657,961
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
17,657,961
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
264,869
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,393,092
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
869,655
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
869,655
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,478
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
855,177
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
855,177
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
855,177
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
752,059
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
752,059
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 7 855,177
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 703,797
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$ 752,059
a Applied to 2023, but not more than line 2a 703,797
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..... 48,262
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 .......... 		806,915
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:
R M WEISBROD DISTRIBUTION COMMITT
PO BOX 837
PITTSBURGH,PA15230
(412) 644-8114
bThe form in which applications should be submitted and information and materials they should include:
LETTER STATING PURPOSE FOR WHICH FUNDS WILL BE USED AND ENCLOSE A COPY OF THE IRS DETERMINATION LETTER INDICATING EXEMPT STATU
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

GOODWILL INDUSTRIES OF PITTSBURGH

2400 E CARSON ST
PITTSBURGH,PA15203 		NONE PC GENERAL SUPPORT 5,000

MAKE A WISH OF WESTERN PA

707 GRANT ST 37TH FLOOR
PITTSBURGH,PA15219 		NONE PC GENERAL SUPPORT 5,000

SPECIAL OLYMPICS

200 CEDAR RIDGE DR STE 214
PITTSBURGH,PA15205 		NONE PC GENERAL SUPPORT 5,000

SALVATION ARMY

424 3RD AVE
PITTSBURGH,PA15219 		NONE PC $20,000 TO BE ALLOCATED TO 30,000

CATHOLIC CHARITIES

212 9TH ST
PITTSBURGH,PA15222 		NONE PC FOR FREE HEALTH CARE 75,000

CCAC EDUCATIONAL FOUNDATION

808 RIDGE AVENUE
PITTSBURGH,PA15212 		NONE PC FINANCIAL RESOURCE PROGRAM 50,000

FUN AND FREEDOM YOUTH PROGRAM

P O BOX 63
TARENTUM,PA15084 		NONE PC OPERATIONAL SUPPORT 5,000

IRON HORSE THEATER COMPANY

348 MAPLEWOOD AVENUE
AMBRIDGE,PA15003 		NONE PC THEATER ARTS AFTER SCHOOL 7,500

PITTSBURGH YOUTH LEADERSHIP

HEINZ HALL
PITTSBURGH,PA15222 		NONE PC TOWARDS BICYCLE TRIPS FOR 5,000

KEYSTONE PVA

1113 MAIN STREET
PITTSBURGH,PA152152407 		NONE PC GENERAL SUPPORT 5,000

WESTERN PA ALL SERVICE

901 WESTERN AVE 210
PITTSBURGH,PA15233 		NONE PC SUPPORT OF ACADEMIES BALL 5,000

CLASSROOMS WITHOUT BORDERS

4905 FIFTH AVE
PITTSBURGH,PA15213 		NONE PC OPERATIONAL SUPPORT 3,000

POWER
PA ORGANIZATION FOR WMN IN ERLY RECOVERY
907 WEST STREET 2ND FLOOR
PITTSBUGH,PA15221 		NONE PC FOR OUTPATIENT SUBSTANCE 20,000

FRIENDSHIP CIRCLE

5872 NORTHUMBERLAND
PITTSBURGH,PA15217 		NONE PC FOR SUNDAY FUNDAY PROGRAM 20,000

BRASHEAR ASSOCIATION

320 BROWNSVILLE RD
PITTSBURGH,PA15210 		NONE PC SOCIAL SERVICES FOR HILLTOP 15,000

LIFE'S WORK OF WESTERN PENNSYLVANIA

2403 SIDNEY ST STE 500
PITTSBURGH,PA15203 		NONE PC GENERAL SUPPORT 5,000

PITTSBURGH SYMPHONY

HEINZ HALL FOR PERFORMING ARTS
PITTSBURGH,PA15222 		NONE PC GENERAL SUPPORT 5,000

WQED MEDIA

4802 FIFTH AVENUE
PITTSBURGH,PA15213 		NONE PC $5,000 FOR RADIO, $5,000 10,000

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DRIVE
PITTSBURGH,PA15222 		NONE PC GENERAL SUPPORT 5,000

LIGHT OF LIFE RESCUE MISSION

913 WESTERN AVE
PITTSBURGH,PA15233 		NONE PC GENERAL SUPPORT 10,000

SOUTH HILLS INTERFAITH MOVEMENT

5301 PARK AVE
BETHEL PARK,PA15102 		NONE PC PLAGROUND AT NEW FAMILY 25,000

PITTSBURGH ZOO & PPG AQUARIUM

ONE WILD PLACE
PITTSBURGH,PA15206 		NONE PC GENERAL SUPPORT 5,000

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDEN STREET
DUQUENSE,PA15110 		NONE PC OPERATIONAL SUPPORT 120,000

HUMAN SERVICES CENTER CORP

519 PENN AVENUE
TURTLE CREEK,PA15145 		NONE PC KOOL SUMMER PROGRAM 10,000

EDGEWOOD SYMPHONY ORCHESTRA INC

120 E SWISSVALE AVE
PITTSBURGH,PA15218 		NONE PC GENERAL OPERATING 5,000

THE PITTSBURGH PROJECT

2801 NORTH CHARLES STREET
PITTSBURGH,PA15214 		NONE PC OUT OF SCHOOL PROGAMS FOR 10,000

HOSANNA HOUSE INC

807 WALLACE AVENUE
PITTSBURGH,PA15221 		NONE PC PROGRAM SUPPORT FOR 2025 20,000

EMMAUS COMMUNITY OF PITTSBURGH

2821 SARAH STREET
PITTSBURGH,PA15203 		NONE PC NEEDS OF RESIDENTS AND 10,000

PITTSBURGH BOTANIC GARDEN

799 PINKERTON RUN ROAD
OAKDALE,PA15071 		NONE PC OUTDOOR EDUCATIONAL 25,000

NATIONAL AVIARY

700 ARCH STREET
PITTSBURGH,PA15212 		NONE PC RENOVATION OF CONDOR COURT 32,500

BLIND & VISION REHABILITATION

1816 LOCUST ST
PITTSBURGH,PA15129 		NONE PC SCHOLARSHIP SUPPORT FOR 25,000

CIVIC LIGHT OPERA

719 LIBERTY AVE
PITTSBURGH,PA15222 		NONE PC GENERAL SUPPORT 5,000

BIG BROTHERS AND BIG SISTERS OF
GREATER PITTSBURGH
5989 CENTRE AVE SUITE 1
PITTSBURGH,PA15206 		NONE PC OPERATIONAL SUPPORT 10,000

HORSES WITH HOPE

1054 VAL ST
BETHEL PARK,PA15102 		NONE PC GENERAL SUPPORT 10,000

FEEDING THE SPIRIT

611 SOUTHWEST AVE
GREENSBURGH,PA15601 		NONE PC HOUSING STABILZATION 10,000

BEVERLY'S BIRTHDAYS

11065 PARKER DR
NORTH HUNTINGDON,PA15642 		NONE PC GENERAL OPERATING 15,000

STEEL CITY SQUASH INC

624 LARIMER AVE
PITTSBURGH,PA15206 		NONE PC COLLEGE AND CAREER CENTER 10,000

MAYA FOUNDATION

216 E FRANKLIN AVE
SLIVER SPRING,MD20901 		NONE PC TO SERVICE PREGNANT AND 10,000

412 FOOD RESCUE

6022 BROAD STREET
PITTSBURGH,PA15206 		NONE PC FOOD RECOVERY OPERATIONS 25,000

READING IS FUNDAMENTAL

10 CHILDRENS WAY 300
PITTSBURGH,PA15212 		NONE PC CHILDREN'S LITERACY 15,000

RESTORE 22 INC

240 PINE DR
MOON TOWNSHIP,PA151081136 		NONE PC TO RAISE FUNDS FOR COFFEE 7,500

PENN HILLS LIBRARY

1037 STOTLER RD
PITTSBURGH,PA15235 		NONE PC FOR EDUCATIONAL MATERIALS 10,000
Total .................................right arrow 3a 705,500
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 ....     14 381,262  
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 ............ 		    18 736,716  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,117,978  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,117,978
(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 InvestmentsCorpStockSchedule
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Name of Stock End of Year Book Value End of Year Fair Market Value
9158106 AIR PRODUCTS & CHEMICA    
20002101 ALLSTATE CORP    
23135106 AMAZON COM INC    
30420103 AMERICAN WATER WORKS    
31162100 AMGEN INC    
37833100 APPLE INC    
53332102 AUTOZONE INC    
60505104 BANK OF AMERICA CORP    
99502106 BOOZ ALLEN HAMILTON H    
110122108 BRISTOL MYERS SQUIBB    
172908105 CINTAS CORP 28,370 95,552
189054109 CLOROX CO    
256677105 DOLLAR GENERAL CORP    
302491303 FMC CORPORATION NEW    
437076102 HOME DEPOT INC 36,882 121,754
460690100 INTERPUBLIC GROUP CO    
478160104 JOHNSON & JOHNSON    
485170302 KANSAS CITY SOUTHERN    
502431109 L3 HARRIS TECHNOLOGI    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 18,628 160,576
539830109 LOCKHEED MARTIN CORP    
594918104 MICROSOFT CORP 49,439 554,694
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY 36,665 84,987
620076307 MOTOROLA SOLUTIONS I 27,840 79,966
666807102 NORTHROP GRUMMAN COR    
742718109 PROCTER & GAMBLE CO 43,264 80,807
747525103 QUALCOMM    
863667101 STRYKER CORP 37,472 62,649
874039100 TAIWAN SEMICONDUCTOR 36,389 71,491
879360105 TELEDYNE TECHNOLOGIE 36,010 47,805
883556102 THERMO FISHER SCIENT    
74762E102 QUANTA SVCS INC 40,908 99,556
03073E105 AMERISOURCEBERGEN CO    
87612E106 TARGET CORP    
28176E108 EDWARDS LIFESCIENCES    
34959E109 FORTINET INC    
89151E109 TOTAL S E    
00287Y109 ABBVIE INC 33,644 70,369
00507V109 ACTIVISION BLIZZARD    
00971T101 AKAMAI TECHNOLOGIES    
02079K305 ALPHABET INC/CA-CL A 24,592 386,172
03027X100 AMERICAN TOWER CORP    
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 36,047 299,537
12514G108 CDW CORP/DE    
16119P108 CHARTER COMMUNICATIO    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 30,139 123,696
22822V101 CROWN CASTLE INTL CO    
23331A109 D R HORTON INC    
30303M102 META PLATFORMS INC 75,851 299,196
46625H100 JPMORGAN CHASE & CO 10,694 170,194
58933Y105 MERCK & CO INC 65,662 82,270
64110L106 NETFLIX INC    
70450Y103 PAYPAL HOLDINGS INC-    
78409V104 S&P GLOBAL INC 19,349 87,155
89400J107 TRANSUNION    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 61,487 139,617
92826C839 VISA INC CLASS A SHA 18,710 117,251
92939U106 WEC ENERGY GROUP INC 9,527 41,378
G1151C101 ACCENTURE PLC CLASS 38,920 80,208
002824100 ABBOTT LABORATORIES 91,831 88,339
023135106 AMAZON COM INC 143,936 379,325
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 9,449 547,168
053332102 AUTOZONE INC 15,353 67,242
05352A100 AVANTOR INC    
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 75,188 114,753
08579W103 BERRY GLOBAL GROUP I    
09260D107 BLACKSTONE INC 70,346 89,314
149123101 CATERPILLAR INC    
228368106 CROWN HOLDINGS INC    
244199105 DEERE & CO    
24906P109 DENTSPLY SIRONA INC    
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
30231G102 EXXON MOBIL CORP 60,335 118,865
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A 88,150 142,700
701094104 PARKER HANNIFIN CORP    
718172109 PHILIP MORRIS INTERN 83,380 100,252
731068102 POLARIS INC    
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
G16962105 BUNGE LIMITED    
009158106 AIR PRODUCTS & CHEMI    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION 70,617 57,501
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A - 26,452 38,184
580135101 MCDONALD'S CORP 62,042 65,515
94106L109 WASTE MANAGEMENT INC    
98978V103 ZOETIS INC    
G1890L107 CAPRI HLDGS LTD SEDO    
101137107 BOSTON SCIENTIFIC CO 52,372 86,819
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 56,808 84,129
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 81,581 98,940
452308109 ILLINOIS TOOL WORKS 95,613 98,381
713448108 PEPSICO INC 87,832 76,486
81762P102 SERVICE NOW INC 53,863 103,892
872540109 TJX COMPANIES INC NE 51,627 77,318
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 63,112 87,311
049560105 ATMOS ENERGY CORP 61,852 75,902
09290D101 BLACKROCK FUNDING IN 52,395 90,210
254687106 DISNEY WALT CO 64,100 58,904
277432100 EASTMAN CHEM CO 58,121 48,126
443510607 HUBBELL INC 70,676 77,914
512807306 LAM RESEARCH CORP 26,435 75,119
571903202 MARRIOTT INTERNATION 61,608 70,851
67066G104 NVIDIA CORP 493,719 490,159
754730109 RAYMOND JAMES FINANC 71,621 74,714
824348106 SHERWIN-WILLIAMS CO 70,891 63,567
893641100 TRANSDIGM GROUP INC 78,851 74,770
G54950103 NEW LINDE PLC SEDOL 71,084 62,382

TY 2024 InvestmentsOtherSchedule2
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
57071813 BAIRD MIDCAP INST      
57071854 BAIRD AGGREGATE BOND      
256206103 DODGE & COX INTERNAT AT COST 143,278 266,538
256210105 DODGE & COX INCOME F AT COST 1,130,140 1,078,708
317609295 SEAFARER OVERSEAS GR AT COST 251,559 250,481
411511603 HARBOR FD LARGE CAP      
412295107 HARDING LOEVNER INTE AT COST 143,516 232,184
461418444 WCM FOCUSED INTL GRO      
464287481 ISHARES RUSSELL MID-      
464287630 ISHARES RUSSELL 2000      
464288273 ISHARES MSCI EAFE SM AT COST 391,672 394,875
464288638 ISHARES TRUST ISHARE      
552746364 MFS EMERGING MKTS DE      
592905749 TCW METROPOLITAN WES AT COST 242,586 242,350
779562107 T ROWE PRICE NEW HOR      
921937603 VANGUARD TOTAL BD MK AT COST 625,515 538,777
922031810 VANGUARD INTM TERM I      
922908553 VANGUARD REAL ESTATE      
00170K869 AMG GW&K SC CORE-I AT COST 150,000 221,109
00769G543 CAMBIAR INTL EQUITY      
02508F745 AMER CENT SM CAP VAL      
09260B382 BLACKROCK STRATEGIC      
31423A671 FEDERATED HERMES INT      
52106N459 LAZARD GLOBAL LISTED      
56167N712 NUANCE MID CAP VALUE      
74256W535 PRINCIPAL BLUE CHIP-      
74256W584 PRINCIPAL MIDCAP FUN AT COST 272,390 478,887
81369Y860 REAL ESTATE SELECT S      
89154Q562 TOUCHSTONE SANDS EM      
94987W794 WELLS FARGO CORE BON      
97717X669 WISDOMTREE U.S. QUAL AT COST 475,060 659,094
057071813 BAIRD MIDCAP INST AT COST 291,226 282,280
057071854 BAIRD AGGREGATE BOND AT COST 1,150,000 1,047,632
316092857 FIDELITY REAL ESTATE      
411512478 HARBOR LARGE CAP VAL      
464287879 ISHARES S&P SMALL CA AT COST 419,743 459,855
779562206 T ROWE PR NEW HORIZO AT COST 280,585 424,151
77958B402 T ROWE PRICE INSTITU      
957663669 WESTERN ASSET CORE P      
89154M702 TOUCHSTONE SANDS EM AT COST 189,324 208,141
921939203 VANGUARD INTERNATION      
464287309 ISHARE S&P 500 GROWT AT COST 529,874 829,805
464287408 ISHARES S&P 500 VALU AT COST 529,800 655,100
46429B267 ISHARES U S TREASURY AT COST 855,596 862,210
46429B697 ISHARES MSCI USA MIN AT COST 399,458 491,364
46434V456 ISHARES MSCI INTL QU AT COST 139,727 143,246
09252M883 BLACKROCK TOTAL RETU AT COST 240,000 230,296
411512460 HARBOR MID CAP VALUE AT COST 450,000 425,211

TY 2024 OtherDecreasesSchedule
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Description Amount
RETURN OF CAPITAL ADJUSTMENT 726
2024 TRANSACTION POSTED IN 2025 6,393
ADJUSTMENT TO INCOME 1
COST BASIS ADJUSTMENT/PY ROC 2,227


TY 2024 OtherExpensesSchedule
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 16 16   0


TY 2024 OtherIncreasesSchedule
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Description Amount
2023 TRANSACTION POSTED IN 2024 10,862
ROUNDING ADJ FOR SALES AND TRANSACTIONS 5


TY 2024 TaxesSchedule
Name:
ROBERT & MARY WEISBROD FOUNDATION
EIN:
25-6105924
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 599 599   0
FEDERAL TAX PAYMENT - PRIOR YE 3,701 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,719 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,634 3,634   0
FOREIGN TAXES ON NONQUALIFIED 459 459   0