TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
GERHART FAMILY CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)590 BETHLEHEM PIKE SUITE A
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLMAR, PA18915

A Employer identification number

26-3384834

B Telephone number (see instructions)

(215) 997-6700

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$25,152,574J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	153,843		153,843
4	Dividends and interest from securities...	423,768		413,713
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,279,457
b	Gross sales price for all assets on line 6a 5,712,194
7	Capital gain net income (from Part IV, line 2)...			1,279,457
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	2,618	2,618
12	Total. Add lines 1 through 11........	1,859,686		1,849,631
13	Compensation of officers, directors, trustees, etc.	30,000		0	30,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	14,410	7,205	7,205
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	157,396	157,396	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	26,843	7,643	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	228,649		172,244	37,205
25	Contributions, gifts, grants paid.......	1,071,030			1,071,030
26	Total expenses and disbursements. Add lines 24 and 25	1,299,679		172,244	1,108,235
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	560,007
b	Net investment income (if negative, enter -0-)			1,677,387
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	50,654	17,001	17,001
	2	Savings and temporary cash investments.........	560,093	447,036	447,036
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	8,009
	10a	Investments—U.S. and state government obligations (attach schedule)	49,947	0	0
	b	Investments—corporate stock (attach schedule).......	4,874,160	List of Attached Documents: // Content 5,797,837	9,175,444
	c	Investments—corporate bonds (attach schedule).......	3,855,331	List of Attached Documents: // Content 4,007,009	3,844,632
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	9,670,276	List of Attached Documents: // Content 9,359,594	11,668,461
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	19,068,470	19,628,477	25,152,574
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	19,068,470	19,628,477
	29	Total net assets or fund balances (see instructions).....	19,068,470	19,628,477
	30	Total liabilities and net assets/fund balances (see instructions).	19,068,470	19,628,477

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

19,068,470

Enter amount from Part I, line 27a .....................

560,007

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

19,628,477

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

19,628,477

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
1 a	PUBLICLY TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,576,727	4,432,737	1,143,990
b	135,467		135,467
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,143,990
b			135,467
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,279,457
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	23,316
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	23,316
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	23,316
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	19,200
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	19,200
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.......		9	4,116
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

ROBERT W PRITCHARD Telephone no. right arrow

(215) 997-6700

Located at right arrow

590 BETHLEHEM PIKE SUITE ACOLMARPA ZIP+4 right arrow

18915

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
MARY GERHART	TRUSTEE 1.00	20,000
1627 E SAWMILL ROAD QUAKERTOWN,PA18960	TRUSTEE 1.00	20,000
ROBERT W PRITCHARD	TRUSTEE 1.00	10,000
590 BETHLEHEM PIKE SUITE A COLMAR,PA18915	TRUSTEE 1.00	10,000

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

24,378,095

Average of monthly cash balances.......................

688,959

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

25,067,054

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

25,067,054

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

376,006

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

24,691,048

Minimum investment return. Enter 5% (0.05) of line 5................

1,234,552

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.)

Minimum investment return from Part IX, line 6..................

1,234,552

Tax on investment income for 2024 from Part V, line 5 .......

23,316

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

23,316

Distributable amount before adjustments. Subtract line 2c from line 1............

1,211,236

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,211,236

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,211,236

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,108,235

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,108,235

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				1,211,236
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			1,065,428
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,108,235
a Applied to 2023, but not more than line 2a			1,065,428
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.....				42,807
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 ..........				1,168,429
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....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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:

ROBERT W PRITCHARD TRUSTEE
590 BETHLEHEM PIKE SUITE A
COLMAR,PA18915
(215) 997-6700

bThe form in which applications should be submitted and information and materials they should include:

APPLICATION SHOULD BE IN WRITING

cAny submission deadlines:

SEPTEMBER 1ST

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY OR SCIENTIFIC TAX EXEMPT ORGANIZATIONS.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALD EAGLE BOYS CAMP 1077 WILDERNESS TRAIL MILL HALL,PA17751		PC	GENERAL FUND	37,580
CAMP MENOLAN 1415 DOERR ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	75,160
COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS,CO80997		PC	GENERAL FUND	37,580
CROSSROADS PREGNANCY CAR 256 TRUMBAUERSVILLE ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	93,950
CURE INTERNATIONAL 701 BOSLER AVENUE LEMOYNE,PA17043		PC	GENERAL FUND TO HELP GLOBAL CHILDREN'S FUND	150,320
DOYLESTOWN AREA FISH PO BOX 196 DOYLESTOWN,PA18901		PC	GENERAL FUND	37,580
FAITH CHRISTIAN ACADEMY 2255 ALLENTOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	37,580
HARVEY CEDARS BIBLE CONFERANCE 12 CEDARS AVE HARVEY CEDARS,NJ08008		PC	GENERAL FUND	56,370
JONI AND FRIENDS PO BOX 3333 AGOURA HILLS,CA913763333		PC	GENERAL FUND	75,160
MANNA ON MAIN STREET 713 W MAIN STREET LANSDALE,PA194462029		PC	GENERAL FUND	37,580
MOTOCROSS FOR CHRIST 4027 GARFIELD ROAD MOUNT JOY,PA17552		PC	GENERAL FUND	37,580
PHILLY HOUSE 302 N 13TH STREET PHILADELPHIA,PA19107		PC	GENERAL FUND	37,580
PLUMSTEAD CHRISTIAN SCHOOL PO BOX 216 PLUMSTEADVILLE,PA189490216		PC	GENERAL FUND	112,740
QUAKERTOWN CHRISTIAN SCHOOL 50 EAST PALETOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	112,740
SPRUCE LAKE RETREAT 5389 ROUTE 447 CANADENSIS,PA18325		PC	GENERAL FUND	75,160
UPPER BUCKS CHRISTIAN SCHOOL 754 E ROCKHILL ROAD SELLERSVILLE,PA18960		PC	GENERAL FUND	56,370
Total ................................. 3a				1,071,030

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	153,843
4 Dividends and interest from securities ....			14	423,768
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 .....					2,618
8 Gain or (loss) from sales of assets other than inventory ............			18	1,279,457
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,857,068	2,618

13Total. Add line 12, columns (b), (d), and (e)..................

1,859,686

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
3	INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS
4	PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE TRUST.
8	SAME AS ABOVE

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	14,410	7,205		7,205

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 03.8% MAR 15 2025 54000	52,802	53,902
AMGEN INC GLB 3.35% 2/22/32 56000	51,913	49,894
ANHEUSER-BUSCH INBEV WOR GLB3.5% 6/1/30 6000	5,517	5,625
APPLE INC GLB 3.0% NOV 15 2027 55000	60,464	53,106
AT&T INC GLB 4.3% 2/15/30 52000	62,030	50,361
BANK OF NY MELLON CORP GLB VAR% 10/25/33 25000	26,882	25,891
BP CAPITAL MARKETS PLC 03.279% 9/19/27 55000	58,051	53,172
CAPITAL ONE FINANCIAL CO GLB VAR% 6/8/34 51000	54,987	52,952
CITIGROUP INC GLB VAR% 7/24/28 51000	54,985	49,402
COMCAST CORP GLB 4.15% 10/15/28 52000	60,450	50,712
COSTCO WHOLESALE CORP GLB 3.0% 5/18/27 55000	52,580	53,415
CVS HEALTH CORP GLB 4.3% 3/25/28 52000	58,677	50,383
DOWDUPONT INC 04.725% 11/15/28 52000	59,989	51,763
EXXON MOBIL CORPORATION 02.610% 10/15/30 56000	58,800	49,895
HOME DEPOT INC GLB 4.5% 9/15/32 52000	51,901	50,602
HP ENTERPRISE CO GLB 4.9%OCT 15 2025 52000	59,172	51,996
ILLINOIS TOOL WORKS INC GLB 2.65% 11/15/26 56000	60,975	54,380
JPMORGAN CHASE & CO GLB VAR% 1/25/33 61000	51,474	52,727
KINDER MORGAN INC GLB 02.000% FEB 15 2031 61000	57,461	51,060
LOCKHEED MARTIN CORP GLB 3.55% 1/15/26 27000	30,669	26,746
LOWE'S COS INC GLB 28000	26,786	27,278
MCDONALD'S CORP GLB 2.625% 9/1/29 56000	57,713	50,970
METLIFE INC GLB 4.55% 3/23/30 52000	63,857	51,267
MORGAN STANLEY 3.625% 1/20/27 55000	59,864	53,997
NEWMONT CORP GLB 02.600% 7/15/32 60000	47,735	50,965
NEXTERA ENERGY CAPITAL 2.75% 11/1/29 57000	61,683	51,693
NORTHROP GRUMMAN CORP GLB 04.7% 3/15/33 52000	51,524	50,405
ORACLE CORP GLB 2.95% 4/1/30 49000	53,486	44,233
PFIZER INC GLB 3.45% 3/15/29 55000	62,942	52,429
PHILLIPS 66 COMPANY GLB 4.65% 11/15/34 55000	53,468	51,274
PNC FINANCIAL SERVICES GLB 03.450% 4/23/29 54000	59,163	51,099
QUALCOMM INC GLB 1.65% 5/20/32 63000	51,073	50,210
ROYAL BANK OF SCOTLAND GLB 5.15% 2/1/34 53000	52,820	52,335
STARBUCKS CORP GLB 2.55% 11/15/30 1000	879	876
TARGET CORP GLB 2.5% 4/15/26 55000	52,656	53,654
THERMO FISHER SCIENTIFIC GLB 2.0% 10/15/31 - 61000	54,579	50,755
TORONTO-DOMINION BANK 02.0% 9/10/31 61000	57,890	50,564
TRUIST FINANCIAL CORP VAR% 6/8/34 52000	51,586	52,941
UNITED TECHNOLOGIES CORP GLB 55000	61,108	54,743
UNITEDHEALTH GROUP INC COMPANY GLB 4.2% 5/15/32 1000	983	942
UNITEDHEALTH GROUP INC GLB 3.75% 7/15/25 52000	58,088	51,785
US BANCORP SER V 02.375% JUL 22 2026 56000	58,680	54,134
VERIZON COMMUNICATIONS GLB 1.5% 9/18/30 62000	57,377	51,430
WALMART INC GLB 3.7% 6/26/28 54000	62,354	52,762
WELLS FARGO & COMPANY GLB VAR% 7/25/33 54000	51,124	52,152
AMERICAN EXPRESS CO DTD 11/7/2022 5.85% 11/5/2027 40000	41,140	41,239
AMERICAN HONDA FINANCECORP DTD 10/23/2024 4.85% 10/23/2031 45000	44,800	44,028
ANHEUSER-BUSCH INBEV WOR DTD 1/23/2019 4.75% 1/23/2029 45000	43,993	44,982
A T & T INC DTD 11/23/2018 4.1% 2/15/2028 45000	42,183	44,024
BANCO SANTANDER SA DTD 3/14/2024 5.552% 3/14/2028 45000	44,882	45,395
BANK OF AMERICA CORP DTD 4/27/2022 FLTG RATE 4/27/2028 45000	43,825	44,522
BANK OF MONTREAL DTD 1/12/2023 5.203% 2/1/2028 40000	39,369	40,311
BARCLAYS PLC DTD 3/12/2024 5.674% 3/12/2028 40000	40,106	40,499
B P CAP MARKETS AMERICA DTD 11/6/2018 4.234% 11/6/2028 45000	42,945	44,056
BRISTOL-MYERS SQUIBB CO DTD 7/15/2020 3.2% 6/15/2026 45000	42,885	44,202
CANADIAN IMPERIAL BANK DTD 4/7/2022 3.45% 4/7/2027 45000	41,842	43,761
CISCO SYSTEMS INC DTD 2/26/2024 5.05% 2/26/2034 45000	44,818	44,838
CITIGROUP INC DTD 5/24/2022 FLTG RATE 5/24/2033 45000	43,547	43,493
COMCAST CORP DTD 8/7/2017 3.15% 2/15/2028 45000	41,214	42,873
COOPERATIEVE RABOBANK UA DTD 7/21/2016 3.75% 7/21/2026 45000	42,024	44,094
CREDIT SUISSE NEW YORK DTD 8/23/2022 5% 7/9/2027 45000	44,727	45,264
DEUTSCHE BANK NY DTD 1/18/2023 FLTG RATE 1/18/2029 40000	41,152	41,533
GOLDMAN SACHS GROUP INC/THE DTD 4/23/2018 FLTG RATE 5/1/2029 45000	43,266	43,785
HOME DEPOT INC DTD 3/30/2020 2.7% 4/15/2030 50000	43,340	45,019
HSBC HOLDINGS PLC DTD 8/14/2023 FLTG RATE 8/14/2027 40000	39,855	40,586
INTEL CORP DTD 2/10/2023 5.2% 2/10/2033 45000	45,555	43,507
JOHN DEERE CAPITAL CORP DTD 1/9/2023 4.75% 1/20/2028 45000	44,293	45,230
JPMORGAN CHASE & CO DTD 7/25/2022 FLTG RATE 7/25/2033 45000	42,501	43,997
K L A CORP DTD 6/23/2022 4.65% 7/15/2032 45000	43,240	44,031
LLOYDS BANKING GROUP PLC DTD 1/5/2024 FLTG RATE 1/5/2035 40000	41,260	39,834
MITSUBISHI UFJ FIN GRP DTD 4/17/2024 FLTG RATE 4/17/2035 45000	45,876	45,040
MORGAN STANLEY DTD 1/19/2023 FLTG RATE 2/1/2029 45000	43,775	45,124
ORACLE CORP DTD 4/1/2020 2.8% 4/1/2027 45000	41,007	43,208
PFIZER INVESTMENT ENTER DTD 5/19/2023 4.75% 5/19/2033 45000	43,056	43,726
PNC FINANCIAL SERVICES DTD 4/22/2019 3.45% 4/23/2029 45000	39,781	42,583
ROYAL BANK OF CANADA DTD 1/27/2016 4.65% 1/27/2026 45000	44,083	44,942
ROYAL BANK OF SCOTLAND GROUP PLC DTD 9/27/2018 5.076% 1/27/2030 45000	42,440	44,536
SUMITOMO MITSUI FINL GROUP I 2.6320% DTD 7/14/2016 2.632% 7/14/2026 45000	41,300	43,605
TARGET CORP DTD 9/13/2022 4.5% 9/15/2032 45000	42,921	43,498
TORONTO-DOMINION BANK DTD 7/17/2023 5.532% 7/17/2026 40000	39,836	40,465
TRUIST FINANCIAL CORP DTD 6/8/2023 6.047% 6/8/2027 45000	45,127	45,740
US BANCORP DTD 7/22/2022 FLTG RATE 7/22/2033 45000	44,971	43,104
VERIZON COMMUNICATIONS DTD 9/10/2019 4.016% 12/3/2029 45000	41,315	43,191
WALT DISNEY COMPANY/THE DTD 5/13/2020 2.65% 1/13/2031 50000	42,099	44,262
WELLS FARGO & COMPANY DTD 1/24/2019 4.15% 1/24/2029 45000	41,463	43,628

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Stock	End of Year Book Value	End of Year Fair Market Value
328 SHS ABBOTT LABS	29,399	37,100
55 SHS ADOBE INC	19,403	24,457
708 SHS ALPHABET INC SHS CL A	47,138	134,024
602 SHS AMAZON COM INC COM	74,082	132,073
935 SHS APPLE INC	71,334	234,143
1308 SHS AT&T INC	24,309	29,783
113 SHS BECTON DICKINSON CO	26,690	25,636
175 SHS BERKSHIRE HATHAWAYINC B	29,841	79,324
33 SHS BLACKROCK INC	16,330	33,829
233 SHS BLACKSTONE INC	27,578	40,174
427 SHS BOSTON SCIENTIFIC CORP	18,586	38,140
644 SHS BROADCOM INC	16,847	149,305
191 SHS CHEVRON CORP	15,201	27,664
374 SHS CISCO SYSTEMS INC COM	7,624	22,141
449 SHS COCA COLA COM	19,493	27,955
86 SHS CONOCOPHILLIPS	4,965	8,529
69 SHS CONSTELLATION ENERGY CORP	14,965	15,436
46 SHS COSTCO WHOLESALE CRP DEL	13,619	42,148
32 SHS DEERE CO	3,937	13,558
116 SHS DISNEY (WALT) CO COM STK	10,372	12,917
29 SHS ELI LILLY & CO	23,025	22,388
14 SHS EQUINIX INC	9,153	13,200
345 SHS EXXON MOBIL CORP COM	35,179	37,112
453 SHS FREEPORT-MCMORAN INC	16,439	17,250
85 SHS GE AEROSPACE	15,964	14,177
120 SHS HOME DEPOT INC	27,628	46,679
166 SHS JOHNSON AND JOHNSON COM	24,398	24,007
273 SHS JPMORGAN CHASE & CO	23,587	65,441
265 SHS KKR & CO INC CL A	16,863	39,196
455 SHS MARVELL TECH INC	11,720	50,255
32 SHS MASTER CARD INC	16,523	16,850
583 SHS MERCK AND CO INC SHS	44,621	57,997
135 SHS META PLATFORMS INC	64,348	79,044
461 SHS MICROSOFT CORP	60,810	194,312
409 SHS MONDELEZ INTERNATIONAL	20,059	24,430
337 SHS MORGAN STANLEY	12,569	42,368
358 SHS NEXTERA ENERGY INC SHS	28,999	25,665
23 SHS NORTHROP GRUMMAN CORP	10,812	10,794
1589 SHS NVIDIA	12,449	213,387
410 SHS PALO ALTO NETWORKS INC	14,889	74,604
113 SHS PNC FINCL SERVICES GROUP	23,755	21,792
159 SHS PROCTER & GAMBLE CO	23,612	26,656
188 SHS PROLOGIS INC	14,859	19,872
261 SHS RTX CORP	23,783	30,203
164 SHS SALESFORCE INC	29,151	54,830
137 SHS TARGET CORP COM	7,459	18,520
163 SHS TESLA INC	42,243	65,826
46 SHS THERMO FISHER SCIENTIFIC	22,182	23,931
99 SHS UBER TECHNOLOGIES INC	7,936	5,972
47 SHS UNION PACIFIC CORP	8,473	10,718
62 SHS UNITEDHEALTH GROUP INC	21,047	31,363
201 SHS VISA INC CL A SHRS	28,518	63,524
402 SHS WALMART INC	18,394	36,321
163 SHS WASTE MANAGEMENT INC NEW	26,638	32,892
124 SHS 3M COMPANY	16,235	16,007
89 SHS CHENERE ENERGY	15,096	19,123
250 SHS DUPONT DE MOURS INC	13,912	19,063
152 SHS GENERAL MOTORS CO	4,621	8,097
64 SHS HILTON WORLDWIDE	7,739	15,818
82 SHS L3HARRIS TECHNOLOGIES INC	14,291	17,243
92 SHS METLIFE INC	7,813	7,533
531 SHS MGM RESORTS INTERNATIONAL	20,069	18,399
237 SHS NUTANIX INC	13,860	14,500
146 SHS QUANTA SERVICES INC	20,466	46,143
306 SHS SEMPRA	31,101	32,106
385 SHS SYSCO CORPORATION	30,288	29,437
178 SHS VALERO ENERGY CORP NEW	23,519	21,821
181 SHS VERTIV HLDG CO	14,730	20,563
104 SHS VISTRA CORP	12,220	14,338
36 SHS ASML HLDG NV NY REG SHS	17,538	24,951
369 SHS ASTRAZENECA PLC SPND ADR	28,989	24,177
153 SHS EATON CORP	7,906	50,776
132 SHS LVMH MOET HENNESSY ADR	18,356	17,251
378 SHS SPDR S P BIOTECH	35,631	34,043
276 SHS 3M CO	28,769	35,629
460 SHS ALCON, INC.	42,461	39,049
180 SHS ALIGN TECHNOLOGY INC	63,741	37,532
276 SHS ALLSTATE CORP	36,415	53,210
2033 SHS ALPHABET, INC.	139,828	384,847
1615 SHS AMAZON.COM INC	144,589	354,315
410 SHS AMERICAN INTERNATIONAL GROUP INC	10,455	29,848
346 SHS AMETEK INC NEW	61,175	62,370
97 SHS AON PLC/IRELAND A	29,105	34,839
1562 SHS APPLE INC	148,850	391,156
453 SHS APPLIED MATERIALS INC	73,137	73,671
216 SHS ASSURANT INC	46,364	46,056
3610 SHS AT&T INC	63,337	82,200
980 SHS BANK OF AMERICA CORPORATION	36,905	43,071
730 SHS BAXTER INTERNATIONAL INC	29,123	21,287
430 SHS BECTON DICKINSON & CO	112,081	97,554
335 SHS BERKSHIRE HATHAWAY INC DEL CL B	116,797	151,849
410 SHS BIO-TECHNE CORP	29,217	29,532
840 SHS BRISTOL-MYERS SQUIBB COMPANY	41,137	47,510
1640 SHS CHEWY, INC	29,797	54,924
1610 SHS CISCO SYSTEMS INC	84,224	95,312
448 SHS CME GROUP INC	85,243	104,039
610 SHS CONOCOPHILLIPS	70,768	60,494
278 SHS CONSTELLATION ENERGY	31,006	62,191
630 SHS COSTAR GROUP INC	52,215	45,102
540 SHS CRH PLC	31,068	49,961
400 SHS DANAHER CORP	90,462	91,820
193 SHS DIAMONDBACK ENERGY INC	31,544	31,619
1230 SHS DOMINION RES INC VA NEW	60,089	66,248
2440 SHS E Q T CORPORATION	90,843	112,508
1860 SHS FIRST HORIZON NATIONAL CORP	28,103	37,460
1400 SHS FREEPORT MCMORAN COPPER & GOLD INC	62,836	53,312
820 SHS GENERAL MOTORS CO	34,581	43,681
244 SHS GE VERNOVA LLC	42,907	80,259
350 SHS GILEAD SCIENCES INC	31,111	32,330
128 SHS GOLDMAN SACHS GROUP INC	49,433	73,295
320 SHS HARRIS CORPORATION	69,326	67,290
890 SHS HOWMET AEROSPACE INC	58,664	97,339
274 SHS HUBBELL INC COM	107,984	114,776
118 SHS HUBSPOT, INC.	62,762	82,219
325 SHS ILLUMINA INC	49,246	43,430
780 SHS INGERSOLL RAND INC	69,065	70,559
920 SHS INTERNATIONAL PAPER CO	43,067	49,514
135 SHS INTUITIVE SURGICAL INC	53,798	70,465
910 SHS JOHNSON CTLS INTL PLC	59,494	71,826
432 SHS JP MORGAN CHASE & CO	42,796	103,555
2330 SHS KENVUE INC.	47,361	49,746
197 SHS LABCORP HOLDING INC	39,906	45,176
1040 SHS LAS VEGAS SANDS CORP	35,936	53,414
65 SHS LULULEMON ATHLETICA INC	31,911	24,857
193 SHS MARATHON PETROLEUM CORP	28,735	26,924
1180 SHS MEDTRONIC, PLC ADR	100,669	94,258
380 SHS METLIFE INC	31,934	31,114
1034 SHS MICROSOFT CORPORATION	135,364	435,831
148 SHS MONGODB INC CL A	49,842	34,456
53 SHS NETFLIX COM INC	23,342	47,240
610 SHS NEWMONT MINING CORP	25,192	22,704
3670 SHS NVIDIA CORP	107,995	492,844
650 SHS OMNICOM GROUP INC	61,696	55,926
290 SHS PHILIP MORRIS INTERNATIONAL INC	29,504	34,902
273 SHS PHILLIPS 66	42,913	31,103
193 SHS RENAISSANCE RE HLDGS LTD ADR	37,347	48,020
259 SHS REPLIGEN CORP	40,587	37,280
131 SHS ROPER INDUSTRIES INC	70,247	68,100
145 SHS ROYAL CARIBBEAN CRUISES LTD	30,049	33,450
780 SHS SANOFI-AVENTIS ADR	37,641	37,619
391 SHS SAREPTA THERAPEUTICS, INC.	44,779	47,542
640 SHS SQUARE, INC.	42,314	54,394
466 SHS THE WALT DISNEY COMPANY	53,641	51,889
133 SHS TRANE TECHNOLOGIES PUBLIC LIMITED CO	4,126	49,124
780 SHS UBER TECHNOLOGIES, INC.	38,461	47,050
108 SHS UNITEDHEALTH GROUP INC	14,391	54,633
740 SHS US BANCORP	35,824	35,394
550 SHS VERALTO CORPORATION	46,524	56,018
540 SHS VOYA FINANCIAL INC	24,217	37,168
251 SHS WALNUT STREET GROUP HOLDING LIMITED	30,317	24,344
249 SHS ZOETIS INC	44,976	40,570

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
14043.473 SHS DOUBLELINE TOTAL RETURN BOND	AT COST	151,518	127,962
725 SHS INVESCO QQQ ETF	AT COST	160,407	370,642
765 SHS ISHARES RUSSELL MID CAP VALUE ETF	AT COST	54,844	98,945
300 SHS ISHARES RUSSELL MID CAP ETF	AT COST	14,314	26,520
200 SHS ISHARES S&P SMALL CAP 600 GROWTH ETF	AT COST	14,726	27,074
2,350 SHS VANGUARD FTSE EMERGING MARKETS ETF	AT COST	82,939	103,494
270 SHS VANGUARD HEALTH CARE ETF	AT COST	47,799	68,496
1,965 SHS VANGUARD TOTAL STOCK MARKET ETF	AT COST	267,555	526,005
1,471.845 SHS FFSIX FIDELITY ADVISOR FINANCIALS	AT COST	57,521	53,443
5425.000 SHS SPDR BLOOMBERG 1-3 MNTH T BILL ETF	AT COST	497,281	496,008
6390.186 SHS ALLSPRING SPECIAL SMALL CAP VALUE FUND	AT COST	155,665	257,141
7249.590 SHS BLACKROCK MID CAP GROWTH EQUITY	AT COST	243,326	315,937
2788.295 SHS CONESTOGA SMALL CAP FUND	AT COST	100,323	221,669
11246.488 SHS HARDING LOEVNER INTL EQUITY PT FD	AT COST	223,243	275,651
10189.229 SHS HARTFORD SCHRODERS EMERG MKTS EQUITY FD	AT COST	140,000	169,141
15374.991 SHS MFS MID CAP VALUE FUND	AT COST	286,897	488,771
21090.336 SHS OAKMARK INTL FD	AT COST	334,531	525,993
10889.827 SHS PRINCIPAL MIDCAP FUND	AT COST	284,198	486,013
23700.644 SHS BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y	AT COST	361,835	533,027
26357.407 SHS CAUSEWAY INTL VALUE FD INST	AT COST	500,000	489,193
19567.585 SHS EMERGING MARKETS CORE EQUITY 2 PORTFOLIO	AT COST	430,021	455,533
12647.537 SHS G Q G PARTNERS EMERGING MARKETS EQUITY FUND	AT COST	175,168	209,190
5162 SHS ISHARES CORE MSCI EAFE ETF	AT COST	371,440	362,785
3445 SHS ISHARES MSCI EAFE SMALL CAP INDEX FUND	AT COST	255,627	209,284
1680 SHS ISHARES S&P 500 INDEX FUND	AT COST	760,529	988,982
16550 SHS ISHARES TR S & P MIDCAP 400 INDEX FD	AT COST	776,821	1,031,231
4987 SHS ISHARES TR S & P SMALLCAP 600	AT COST	465,063	574,602
26846.291 SHS ARISTOTLE FLOATING RATE INCOME FUND CLASS I	AT COST	243,496	254,771
23841.081 SHS HOTCHKIS AND WILEY HIGH YIELD FUND	AT COST	236,027	252,239
9010 SHS ISHARES BARCLAYS AGGREGATE BOND FUND	AT COST	901,427	873,069
1682 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND	AT COST	143,152	149,765
6140 SHS ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND	AT COST	500,092	503,357
1600 SHS VANGUARD REAL ESTATE ETF	AT COST	121,809	142,528

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER ADJUSTMENTS - FROM BROKERAGE ACCOUNTS	2,618	2,618	2,618

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	157,356	157,356		0
BANK FEES & INVESTMENT EXPENSE	40	40		0

- TIN:

TY 2024 TaxesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	7,643	7,643		0
FEDERAL EXCISE TAX	19,200	0		0