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
SEHERR-THOSS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)CO BESSEMER 1225 FRANKLIN AVE 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GARDEN CITY, NY11530
A Employer identification number

06-6399636
B Telephone number (see instructions)

(516) 508-9623
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$26,692,626J 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 1 1  
4 Dividends and interest from securities... 554,810 554,810  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,432,122
b Gross sales price for all assets on line 6a 11,533,316
7 Capital gain net income (from Part IV, line 2)... 3,432,122
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).......      
12 Total. Add lines 1 through 11........ 3,986,933 3,986,933  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,150 0   7,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,364 24,364   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
98,796 8,711   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,329 0   7,329
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,639 33,075   14,479
25 Contributions, gifts, grants paid....... 1,104,531 1,104,531
26 Total expenses and disbursements. Add lines 24 and 25 1,242,170 33,075   1,119,010
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,744,763
b Net investment income (if negative, enter -0-) 3,953,858
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 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.............   1 1
2 Savings and temporary cash investments......... 225,396 408,877 408,877
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,230,836 Click to see attachment
List of Attached Documents:
// Content
18,796,806 		26,283,748
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)..........      
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) 16,456,232 19,205,684 26,692,626
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 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........ 16,456,232 19,205,684
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,456,232 19,205,684
30 Total liabilities and net assets/fund balances (see instructions). 16,456,232 19,205,684
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
16,456,232
2
Enter amount from Part I, line 27a .....................
2
2,744,763
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,691
4
Add lines 1, 2, and 3 ..........................
4
19,205,686
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,205,684
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c Capital Gains Dividends P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,890,982   2,644,925 246,057
b 8,642,257   5,456,269 3,185,988
c 77     77
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       246,057
b       3,185,988
c       77
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,432,122
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 54,959
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 54,959
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 54,959
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 82,300
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 82,300
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 27,341
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow27,341 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowCT
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 arrowCO BESSEMER TRUST Telephone no.right arrow (516) 508-9623

Located atright arrow1271 AVE OF THE AMERICAS 42FLNEW YORKNY ZIP+4right arrow10020
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)
 
No
(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
 
 
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
MICHELE SAUNDERS PRESIDENT
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
MATT KARPAS TREASURER
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
TRACY KEILTY SECRETARY
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
ANN BORZILLERI BOARD MEMBER
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
ANDREW RORABACK BOARD MEMBER
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
DENISE RAAP BOARD MEMBER
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
HILARY BARHYDT BOARD MEMBER
3.00 		0 0 0
C/O BESSEMER TRUST CO 1271 AVE OF
THE AMERICAS 42FL
NEW YORK,NY10020
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 arrow0
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
25,901,352
b
Average of monthly cash balances.......................
1b
207,779
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
26,109,131
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
26,109,131
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
391,637
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,717,494
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,285,875
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
1,285,875
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
54,959
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
54,959
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,230,916
4
Recoveries of amounts treated as qualifying distributions................
4
1,900
5
Add lines 3 and 4............................
5
1,232,816
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
1,232,816
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
1,119,010
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,119,010
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 1,232,816
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,104,181
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: right arrow$ 1,119,010
a Applied to 2023, but not more than line 2a 1,104,181
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..... 14,829
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 .......... 		1,217,987
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)
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

AMERICAN LEGION MORGAN-WEIR POST 27

PO BOX 843
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 100,000

BANTAM CINEMA AND ARTS CENTER

PO BOX 262
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 30,000

BANTAM CIVIC ASSOCIATION

PO BOX 22
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

BANTAM FIRE CO

PO BOX 456
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 39,981

CIVIC FAMILY SERVICES

PO BOX 480
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500

LAKEVIEW HIGH SCHOOL

98 WAMOGO ROAD
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 14,007

LITCHFIELD CEMETERY ASSOCIATION

PO BOX 923
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 9,300

LITCHFIELD COMMUNITY CENTER

421 BANTAM ROAD
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 496,881

LITCHFIELD ECONOMIC DEVELOPMENT COMMISSION

74 WEST STREET
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

LITCHFIELD FIRE MARSHAL'S OFFICE

80 DOYLE ROAD
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,600

LITCHFIELD HISTORICAL SOCIETY

PO BOX 385
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 49,943

LITCHFIELD HOUSING AUTHORITY

130 DOYLE ROAD 37
BANTAM,CT06750 		N/A PUBLIC CHARITY GENERAL SUPPORT 90,000

LITCHFIELD LAND TRUST

PO BOX 712
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 23,000

LITCHFIELD MONTESSORI SCHOOL

5 KNIFE SHOP ROAD
NORTHFIELD,CT06778 		N/A PUBLIC CHARITY GENERAL SUPPORT 25,000

LITCHFIELD PATRIOTS

PO BOX 1719
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 32,800

LITCHFIELD SOCCER CLUB

PO BOX 259
GOSHEN,CT06756 		N/A PUBLIC CHARITY GENERAL SUPPORT 17,200

MARY FLOYD TALLMADGE CHAPTER

542 HIGH STREET EXT
THOMASTON,CT06787 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,570

MILTON PUBLIC HALL

PO BOX 302
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,572

OLIVER WOLCOTT LIBRARY #1

PO BOX 187
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 75,177

OLIVER WOLCOTT LIBRARY #2

PO BOX 187
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

RIPLEY WATERFOWL CONSERVANCY

PO BOX 30
LITCHFIELD,CT06759 		N/A PUBLIC CHARITY GENERAL SUPPORT 75,000
Total .................................right arrow 3a 1,104,531
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 1  
4 Dividends and interest from securities ....     14 554,810  
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 3,432,122  
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 3,986,933 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,986,933
(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 AccountingFeesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDUCIARY TAX SERVICE FEE 7,150 0   7,150

TY 2024 InvestmentsCorpStockSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Name of Stock End of Year Book Value End of Year Fair Market Value
615 SHS ALIMENTATION COUCHE-TARD I 36,548 34,065
1139 SHS ALPHABET INC CLASS C 163,007 216,911
1014 SHS AMAZON.COM INC 151,401 222,461
323 SHS AMEREN CORP 23,857 28,792
143 SHS APOLLO GLOBAL MANAGEMENT I 21,864 23,618
1165 SHS APPLE INC 214,399 291,739
120 SHS APPLIED MATERIALS 20,385 19,516
445 SHS ASHTEAD GROUP 30,711 27,655
17 SHS ASM INTERNATIONAL NV 8,122 9,869
68 SHS ASML HOLDING 48,314 47,947
395 SHS ASTRAZENECA PLC 54,340 51,756
4 SHS AUTOZONE INC 10,288 12,808
1305 SHS AVANTOR INC 29,071 27,496
1221 SHS BANK OF AMERICA CORP 41,310 53,663
120 SHS BERKSHIRE HATHAWAY CL B 44,096 54,394
325 SHS BJ'S WHOLESALE CLUB HOLDIN 21,460 29,039
162 SHS BLACKSTONE INC 19,869 27,932
13 SHS BOOKING HLDGS INC 46,630 64,589
210 SHS BOOZ ALLEN HAMILTON HLDGS 27,076 27,027
539 SHS BROADCOM INC 66,704 124,962
559 SHS BROOKFIELD CORPORATION 24,354 32,115
33 SHS BUILDERS FIRSTSOURCE INC 6,926 4,717
148 SHS BWX TECHNOLOGIES INC 15,115 16,486
123 SHS CADENCE DESIGN SYSTEMS INC 32,100 36,957
66 SHS CARLISLE COS 19,990 24,343
133 SHS CBRE GROUP INC 17,516 17,462
1310 SHS CCC INTELLIGENT SOLUTIONS 14,977 15,366
149 SHS CDW CORP/DE 31,357 25,932
337 SHS CENCORA INC 73,034 75,717
380 SHS CHEVRON CORP 58,054 55,039
350 SHS CHIPOTLE MEXICAN GRILL 15,642 21,105
156 SHS CLEAN HARBORS INC 25,428 35,902
178 SHS CME GROUP INC 42,859 41,337
430 SHS CONOCOPHILLIPS 49,629 42,643
10 SHS CONSTELLATION SOFTWARE 25,679 30,883
267 SHS COOPER COS INC/THE 24,440 24,545
305 SHS COPART INC 14,327 17,504
470 SHS CORE & MAIN INC 26,797 23,928
602 SHS CORTEVA INC 30,726 34,290
91 SHS COSTCO WHSL CORP NEW 58,709 83,381
235 SHS CRH PLC 15,616 21,742
225 SHS CSL 43,506 39,193
346 SHS DANAHER CORP 81,819 79,424
185 SHS DIAMONDBACK ENERGY INC 37,373 30,309
353 SHS DOLLARAMA INC 25,136 34,406
61 SHS EATON CORP PLC 14,270 20,244
162 SHS ENTEGRIS INC 20,924 16,048
100 SHS EQUIFAX INC 23,614 25,485
516 SHS FISERV INC 73,817 105,997
375 SHS FORTINET INC 27,673 35,430
65 SHS FRANCO NEVADA CORP 7,264 7,629
119 SHS GALLAGER ARTHUR J & CO 26,838 33,778
86 SHS GARTNER INC CL A 36,653 41,664
55 SHS GE VERNOVA LLC 19,019 18,091
130 SHS HILTON WORLDWIDE HOLDINGS 23,354 32,131
830 SHS HITACHI LTD 20,087 20,779
314 SHS HOWMET AEROSPACE INC 16,663 34,342
159 SHS ICON PLC 39,228 33,344
30 SHS IDEXX LABS CORP 13,006 12,403
265 SHS ILLUMINA INC 36,865 35,412
2170 SHS ING GROEP NV 31,558 34,109
350 SHS INTERCONTINENTAL EXCHG INC 44,343 52,154
15635 SHS ISHARES MSCI ACWI EX-US 607,219 815,522
19564 SHS ISHARES MSCI ACWI EX-US 752,823 1,020,458
5265 SHS ISHARES S&P SMCAP 600 INDX 552,613 606,633
2860 SHS ISHARES TR S&P 500 INDEX 1,348,675 1,683,625
690 SHS ITOCHU CORP 30,635 34,365
656 SHS JPMORGAN CHASE & CO 112,631 157,250
201 SHS KEYSIGHT TECHNOLOGIES INC 30,320 32,287
315 SHS KKR & CO INC 30,464 46,592
220 SHS L3 HARRIS TECHNOLOGIES INC 49,562 46,262
175 SHS LIVE NATION ENTERTMNT INC 15,745 22,663
405 SHS LONDON STOCK EXCHANGE 46,624 57,208
293 SHS LOWES COS INC 62,323 72,312
92 SHS LVMH MOET HENNESSY VUITTON 69,021 60,740
111 SHS MANHATTAN ASSOCIATES INC 22,816 29,997
405 SHS MARVELL TECHNOLOGY INC 22,903 44,732
120 SHS MASTERCARD CL A 50,287 63,188
64 SHS MCKESSON CORP 35,940 36,474
76 SHS MEDPACE HOLDINGS 23,522 25,249
14 SHS MERCADOLIBRE INC 21,194 23,806
278 SHS META PLATFORMS INC 95,846 162,772
694 SHS MICROSOFT CORP 257,411 292,521
3580 SHS MITSUBISHI UFJ FINL GRP 38,908 42,025
98 SHS MOTOROLA SOLUTIONS INC 30,647 45,299
68 SHS MSCI INC 40,241 40,801
460 SHS NASDAQ INC. 26,232 35,563
995 SHS NEXTERA ENERGY INC 62,211 71,332
167 SHS NICE LTD ADR 32,404 28,363
55 SHS NORTHROP GRUMMAN CORP 26,271 25,811
2040 SHS NVIDIA CORP 107,224 273,952
93 SHS NXP SEMICONDUCTORS NV 22,798 19,330
50 SHS OLD DOMINION FREIGHT 10,917 8,820
475 SHS ORACLE CORP 48,738 79,154
61 SHS O'REILLY AUTO INC NEW 59,763 72,334
337770.764 SHS OW FIXED INCOME FUND 3,630,532 3,374,330
2780 SHS PG & E CORP 50,603 56,100
22 SHS POOL CORP 8,272 7,501
99 SHS PROLOGIS INC 12,916 10,464
184 SHS QUALCOMM INC 25,310 28,266
111 SHS QUANTA SERVICES INC 22,473 35,082
5610 SHS ROLLS-ROYCE HOLDINGS PLC 21,231 39,927
470 SHS RYAN SPECIALTY HOLDNGS INC 22,454 30,155
6156 SHS S&P 500 DEP RCPTS 887,049 3,607,908
7755 SHS S&P 500 DEP RCPTS 1,174,757 4,545,050
38 SHS S&P GLOBAL INC. 16,395 18,925
56 SHS SAIA INC COM 23,041 25,521
82 SHS SBA COMMUNICATIONS CORP 17,516 16,712
795 SHS SCHLUMBERGER LTD 41,996 30,480
490 SHS SIEMENS ENERGY AG 12,707 25,443
73 SHS SPDR S&P OIL & GAS EXPLORA 9,872 9,663
130 SHS SPDR S&P REGIONAL BK ETF 8,733 7,846
161 SHS STERIS PLC 34,735 33,095
205 SHS TAIWAN SEMI MFG CO ADR 40,279 40,485
230 SHS TAKE-2 INTERACTIVE 36,439 42,338
1195 SHS TENCENT HOLDINGS LTD 48,199 64,133
71 SHS THERMO FISHER SCIENTIFIC 38,369 36,936
284 SHS TRADEWEB MARKETS INC 26,535 37,181
521 SHS TRANSUNION 33,453 48,302
45 SHS UNITED RENTALS INC 24,664 31,700
238 SHS UNITEDHEALTH GROUP INC 129,255 120,395
645 SHS US FOODS HOLDING CORP 29,698 43,512
140 SHS UTILITIES SELECT SECT SPDR 9,943 10,597
4950 SHS VANGUARD FTSE ALL 556,836 566,676
12475 SHS VANGUARD MORTGAGE-BACK SEC 652,979 565,617
15362 SHS VANGUARD MORTGAGE-BACK SEC 796,179 696,513
17134 SHS VANGUARD SHORT-TERM BOND 1,369,886 1,323,944
21170 SHS VANGUARD SHORT-TERM BOND 1,687,693 1,635,806
286 SHS VISA INC 74,057 90,387
165 SHS WABTEC CORP 26,531 31,282
479 SHS WALMART INC 25,379 43,278
93 SHS WEX INC 18,184 16,305
595 SHS WILLSCOT HOLDINGS CORP 25,436 19,903
184 SHS WYNDHAM HOTELS & RESORTS 15,555 18,545

TY 2024 OtherDecreasesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Description Amount
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 7,329 0   7,329


TY 2024 OtherIncreasesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Description Amount
NET CASH ADJUSTMENT 1,634
BASIS ADJUSTMENTS 1,157
RETURN OF PRIOR YEAR GRANT 1,900


TY 2024 OtherProfessionalFeesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 24,364 24,364   0


TY 2024 TaxesSchedule
Name:
SEHERR-THOSS CHARITABLE TRUST
EIN:
06-6399636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,355 8,711   0
FEDERAL EXCISE TAX 89,441 0   0