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 05-01-2024 , and ending 04-30-2025
Name of foundation
COOPER E ETAL TTEES C-S FAM FDN-AGY
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

31-1537177
B Telephone number (see instructions)

(412) 236-1103
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$2,021,363J 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) 655,725
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 106,072 104,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 281,706
b Gross sales price for all assets on line 6a 2,055,911
7 Capital gain net income (from Part IV, line 2)... 281,706
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,043,503 386,263  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 3,586   2,400
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
525 0 0 525
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
897 0 0 897
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,793 7,676   5,117
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,280     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,495 11,262 0 8,939
25 Contributions, gifts, grants paid....... 1,740,500 1,740,500
26 Total expenses and disbursements. Add lines 24 and 25 1,777,995 11,262 0 1,749,439
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -734,492
b Net investment income (if negative, enter -0-) 375,001
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 39,889 60,924 60,924
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,669,642 Click to see attachment
List of Attached Documents:
// Content
1,913,418 		1,960,439
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) 2,709,531 1,974,342 2,021,363
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,709,531 1,974,342
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,709,531 1,974,342
30 Total liabilities and net assets/fund balances (see instructions). 2,709,531 1,974,342
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
2,709,531
2
Enter amount from Part I, line 27a .....................
2
-734,492
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
1,975,041
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
699
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,974,342
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 158000. UNITED STATESTBOND 0.25% 7/15/24   2023-04-17 2024-07-15
b 1709.726 CHAMPLAIN MID CAP FUND-INS   2024-03-13 2024-10-02
c 1542.681 JOHN HANCOCK III-DISC M/C-IS   2024-03-13 2024-10-02
d 1820.948 PGIM JENNISON GROWTH-Z   2024-01-17 2024-10-02
e 232.847 PGIM JENNISON GROWTH-Z   2024-04-15 2024-10-02
2. ISHARES S&P 500 INDEX FUND   2024-01-11 2024-10-14
1050.42 ARISTOTLE FLTNG RT INC-I   2024-01-11 2024-12-10
12084.82 BNY MELLON CORP BOND-M   2024-01-17 2024-12-10
976.404 BNY MELLON CORP BOND-M   2024-08-13 2024-12-10
4385.965 BNYM YLD ENHAN STRAT-Y   2024-02-20 2024-12-10
3567.053 BNYM INST SP 500 STCK-I   2009-07-29 2024-12-10
657.895 CALVERT SMALL CAP FUND   2024-03-01 2024-12-10
3201.199 DOUBLELINE TOTAL RET BD-I   2024-01-11 2024-12-10
192.466 DOUBLELINE TOTAL RET BD-I   2024-07-31 2024-12-10
6053.768 DOUBLELINE TOTAL RET BD-I   2024-03-01 2024-12-10
2430.395 DOUBLELINE TOTAL RET BD-I   2024-08-13 2024-12-10
5376.344 DOUBLELINE CORE FIXED INCOME FUND -I   2024-07-23 2024-12-10
849.593 HOTCHKIS & WILEY HIGH YLD-I   2024-01-11 2024-12-10
83.243 HOTCHKIS & WILEY HIGH YLD-I   2024-07-31 2024-12-10
958.773 HOTCHKIS & WILEY HIGH YLD-I   2024-03-01 2024-12-10
250. INVESCO SENIOR LOAN ETF   2024-01-11 2024-12-10
175. ISHARES DJ SELECT DIVIDEND INDEX FD   2024-01-11 2024-12-10
105. ISHARES DJ SELECT DIVIDEND INDEX FD   2024-03-12 2024-12-10
495. ISHARES DJ SELECT DIVIDEND INDEX FD   2023-03-22 2024-12-10
200. ISHARES S&P 500 INDEX FUND   2024-01-11 2024-12-10
45. ISHARES S&P 500 INDEX FUND   2024-03-12 2024-12-10
255. ISHARES S&P 500 INDEX FUND   2024-10-02 2024-12-10
175. ISHARES BARCLAYS 20+YR TREAS BD FD   2024-01-11 2024-12-10
1111. ISHARES TR S&P MIDCAP 400 INDEX FD   2024-10-02 2024-12-10
150. ISHARES TR S & P SMALL CAP 600   2024-01-11 2024-12-10
750. ISHARES BARCLAYS CREDIT BOND FUND   2024-01-11 2024-12-10
175. ISHARES LEHMAN 10-20 YEAR TR   2024-01-11 2024-12-10
805. ISHARES MSCI USA MIN VOL   2024-03-01 2024-12-10
853.116 JOHN HANCOCK III-DISC M/C-IS   2024-01-11 2024-12-10
2693.966 PRINCIPAL PREFERRED SEC-INS   2024-03-22 2024-12-10
591.017 PGIM JENNISON GROWTH-Z   2024-01-11 2024-12-10
60.076 PGIM JENNISON GROWTH-Z   2024-12-06 2024-12-10
942.574 T ROWE PRICE INST HIGH YIELD   2024-01-11 2024-12-10
66.253 T ROWE PRICE INST HIGH YIELD   2024-07-31 2024-12-10
1250. S P D R BARCLAYS LONG TERM CORP   2024-01-11 2024-12-10
54. SPDR SER TR   2024-03-12 2024-12-10
446. SPDR SER TR   2023-03-22 2024-12-10
2768.549 TIAA-CREF SOCIAL CHOICE BOND F   2024-08-13 2024-12-10
70. ISHARES S&P 500 INDEX FUND   2025-02-13 2025-03-24
135.634 ARISTOTLE FLTNG RT INC-I   2024-07-01 2025-04-22
167.28 ARISTOTLE FLTNG RT INC-I   2024-10-31 2025-04-22
3831.249 ARISTOTLE FLTNG RT INC-I   2024-01-11 2025-04-22
48.3805 H & W HIGH YIELD-Z   2024-12-31 2025-04-22
1115.5385 H & W HIGH YIELD-Z   2024-01-11 2025-04-22
331. INVESCO SENIOR LOAN ETF   2024-01-11 2025-04-22
25.528 T ROWE PRICE INST HIGH YIELD   2024-12-31 2025-04-22
628.067 T ROWE PRICE INST HIGH YIELD   2024-01-11 2025-04-22
906.618 BNYM YLD ENHAN STRAT-Y   2025-01-10 2025-04-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 158,000   149,970 8,030
b 42,726   45,000 -2,274
c 47,221   45,000 2,221
d 129,251   109,000 20,251
e 16,527   15,000 1,527
1,172   953 219
10,000   10,014 -14
148,039   144,776 3,263
11,961   12,000 -39
50,000   48,728 1,272
235,961   77,566 158,395
26,053   22,500 3,553
28,299   28,171 128
1,701   1,714 -13
53,515   52,957 558
21,485   22,000 -515
50,000   50,596 -596
9,108   8,895 213
892   887 5
10,278   10,000 278
5,283   5,303 -20
24,285   20,321 3,964
14,562   12,447 2,115
68,648   57,022 11,626
121,470   95,294 26,176
27,355   23,197 4,158
155,009   145,963 9,046
16,277   16,788 -511
73,761   68,869 4,892
18,665   15,596 3,069
38,582   38,169 413
18,249   18,534 -285
74,568   66,033 8,535
26,933   23,000 3,933
25,000   24,407 593
41,927   35,000 6,927
4,262   4,333 -71
7,475   7,343 132
525   523 2
29,179   29,331 -152
7,554   6,967 587
62,389   53,871 8,518
25,000   25,609 -609
40,328   42,721 -2,393
1,257   1,289 -32
1,551   1,584 -33
35,516   36,511 -995
499   512 -13
11,501   11,669 -168
6,779   7,021 -242
195   201 -6
4,805   4,893 -88
10,000   10,127 -127
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
      4,333
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       8,030
b       -2,274
c       2,221
d       20,251
e       1,527
      219
      -14
      3,263
      -39
      1,272
      158,395
      3,553
      128
      -13
      558
      -515
      -596
      213
      5
      278
      -20
      3,964
      2,115
      11,626
      26,176
      4,158
      9,046
      -511
      4,892
      3,069
      413
      -285
      8,535
      3,933
      593
      6,927
      -71
      132
      2
      -152
      587
      8,518
      -609
      -2,393
      -32
      -33
      -995
      -13
      -168
      -242
      -6
      -88
      -127
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 281,706
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 5,213
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 5,213
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 5,213
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,780
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,780
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 1,567
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,567 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (412) 236-1103

Located atright arrowPO BOX 185 550 ROSS STREETPITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
E DAVID MARGOLIS TRUSTEE
1 		6,000    
501 GRANT ST STE 200
PITTSBURGH,PA152194413
ERIC COOPER CO-TRUSTEE
0 		0    
295 FAIRVIEW ROAD
PITTSBURGH,PA15238
NAOMI SIEGEL CO-TRUSTEE
0 		0    
295 FAIRVIEW ROAD
PITTSBURGH,PA15238
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,319,676
b
Average of monthly cash balances.......................
1b
330,531
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,650,207
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
2,650,207
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,753
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,610,454
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
130,523
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
130,523
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,213
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,213
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
125,310
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
125,310
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
125,310
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
1,749,439
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,749,439
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 7 125,310
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,324,991
b From 2020...... 0
c From 2021...... 0
d From 2022...... 1,650,085
e From 2023...... 1,646,454
f Total of lines 3a through e ........ 4,621,530
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,749,439
a Applied to 2023, but not more than line 2a 0
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..... 125,310
e Remaining amount distributed out of corpus 1,624,129
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 6,245,659
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 .......... 		0
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) ... 		1,324,991
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,920,668
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 1,650,085
d Excess from 2023.... 1,646,454
e Excess from 2024.... 1,624,129
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).)
NONE
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.
NONE
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:
JULIE DEVER CTFA
500 GRANT STREET SUITE 3750
PITTSBURGH,PA15258
(412) 234-5908
bThe form in which applications should be submitted and information and materials they should include:
AVAILABLE UPON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE PC GENERAL OPERATING 10,000

BREAKTHROUGH T1D FOUNDATION

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		NONE PC GENERAL OPERATING 10,000

ASPINWALL MEALS ON WHEELS

450 WALNUT ST
BLAWNOX,PA15238 		NONE PC GENERAL OPERATING 5,000

LAURI ANN WEST COMMUNITY CENTER ASSOC

1220 POWERS RUNS RD
PITTSBURGH,PA15238 		NONE PC GENERAL OPERATING 1,000

NETWORK FOR VICTIM RECOVERY OF DC

6955 WILLOW ST NW 501
WASHINGTON,DC20012 		NONE PC GENERAL OPERATING 30,000

READING READY PITTSBURGH

222 E 8TH AVENUE
HOMESTEAD,PA15120 		NONE PC GENERAL OPERATING 10,000

THE NEW YORK TIMES COMMUNITIES FUND

620 8TH AVE
NEW YORK,NY10018 		NONE PC GENERAL OPERATING 50,000

WILLIAMS COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA01267 		NONE PC GENERAL OPERATING 5,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTI

199 WATER ST 11TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL OPERATING 15,000

AMERICAN PSYCHIATRIC ASSOCIATION

800 MAINE AVE SW SUITE 900
WASHINGTON,DC20024 		NONE PC GENERAL OPERATING 15,000

ABOLITIONIST LAW CENTER

631 N 12TH ST
PHILADELPHIA,PA19123 		NONE PC GENERAL OPERATING 5,000

THE FISTULA FOUNDATION

1700 THE ALAMEDA SUITE 300
SAN JOSE,CA95126 		NONE PC GENERAL OPERATING 5,000

DEPRESSION AND BIPOLAR SUPPORT ALLIANCE

55 E JACKSON BLVD SUITE 490
CHICAGO,IL60604 		NONE PC GENERAL OPERATING 10,000

THE GEORGE WASHINGTON UNIVERSITY

2121 I ST NW
WASHINGTON,DC20052 		NONE PC GENERAL OPERATING 30,000

LITERACY FOR INCARCERATED TEENS

275 9TH STREET BOX 150300
BROOKLYN,NY11215 		NONE PC GENERAL OPERATING 5,000

INTERNATIONAL BIPOLAR FOUNDATION

1050 ROSECRANS ST SUITE M
SAN DIEGO,CA92106 		NONE PC GENERAL OPERATING 10,000

THE BAIL PROJECT

PO BOX 102592
PASEDENA,CA911892592 		NONE PC GENERAL OPERATING 5,000

ANIMAL RESCUE LEAGUE OF BOSTON

10 ANNAS PLACE
DEDHAM,MA02026 		NONE PC GENERAL OPERATING 2,500

YIVO INSTITUTE FOR JEWISH RESEARCH INC

15 W 16TH ST 6301
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 5,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		NONE PC GENERAL OPERATING 5,000

BALTIMORE ANIMAL RESCUE AND CARE SHELTER

2490 GILES RD
BALTIMORE,MD21225 		NONE PC GENERAL OPERATING 5,000

BALTIMORE HARM REDUCTION COALITION INC

116 E 25TH STREET
BALTIMORE,MD21218 		NONE PC GENERAL OPERATING 2,000

BALTIMORE SAFE HAVEN

2117 N CHARLES ST
BALTIMORE,MD21218 		NONE PC GENERAL OPERATING 5,000

BALTIMORE TREE TRUST INC

330 W 24TH ST
BALTIMORE,MD21211 		NONE PC GENERAL OPERATING 2,000

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS RD
BALTIMORE,MD21227 		NONE PC GENERAL OPERATING 10,000

MARYLAND SPCA

3300 FALLS RD
BALTIMORE,MD21211 		NONE PC GENERAL OPERATING 2,000

BROOKLINE ARTS CENTER INC

86 MONMOUTH ST
BROOKLINE,MA02446 		NONE PC GENERAL OPERATING 5,000

REPRODUCTIVE FREEDOM FOR ALL FOUNDATION

1725 EYE STREET NW SUITE 900
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING 5,000

BROOKLINE COMMUNITY FOUNDATION INC

40 WEBSTER PLACE
BROOKLINE,MA054457937 		NONE PC GENERAL OPERATING 5,000

BROOKLINE FOOD PANTRY INC

210 HARVARD ST
BROOKLINE,MA02446 		NONE PC GENERAL OPERATING 5,000

CHILDRENS ONCOLOGY SERVICES OF MASSACHUS

229 KENT ST
BROOKLINE,MA02446 		NONE PC GENERAL OPERATING 5,000

CITY YEAR INC

287 COLUMBUS AVE
BOSTON,MA02116 		NONE PC GENERAL OPERATING 5,000

BROOKLINE LIBRARY FOUNDATION INC

361 WASHINGTON STREET
BROOKLINE,MA02445 		NONE PC GENERAL OPERATING 5,000

NATIONAL BRAIN TUMOR SOCIETY INC

55 CHAPEL STREET SUITE 006
NEWTON,MA02458 		NONE PC GENERAL OPERATING 5,000

KINGITI SCHOOL SCHOLARSHIP AND VILLAGE
HEALTH OUTREACH FUND INC
371 LINCOLN ROAD UNIT 2
BROOKLYN,NY11225 		NONE PC GENERAL OPERATING 2,500

PINE STREET INN INC

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PC GENERAL OPERATING 7,500

SCIENCE WITH A MISSION INC

602 MASSAPOAG AVE
SHARON,MA02067 		NONE PC GENERAL OPERATING 7,500

THE NATIONAL ALLIANCE TO END HOMELESSNES

1025 VERMONT AVE NW SUITE 1200
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 10,000

WIKIMEDIA FOUNDATION

1 SANSOME STREET SUITE 1895
SAN FRANCISCO,CA94104 		NONE PC GENERAL OPERATING 5,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC200906538 		NONE PC GENERAL OPERATING 5,000

MUCKROCK FOUNDATION

263 HUNTINGTON AVE
BOSTON,MA02115 		NONE PC GENERAL OPERATING 1,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		NONE PC GENERAL OPERATING 5,000

NACDL FOUNDATION FOR CRIMINAL JUSTICE

1660 L ST NW 12TH FLOOR
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 10,000

NATIVE AMERICAN RIGHTS FUND

250 ARAPHOE AVE
BOULDER,CO80302 		NONE PC GENERAL OPERATING 5,000

NAMI INC

4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		NONE PC GENERAL OPERATING 10,000

REFUGEE AND IMMIGRANT CENTER FOR
EDUCATION AND LEGAL SERVICES
1420 W MOCKINGBIRD LN SUITE 840
DALLAS,TX75247 		NONE PC GENERAL OPERATING 10,000

SISTERS PGH

213 SMITHFIELD ST SUITE 219
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 5,000

WQED MULTIMEDIA

4802 5TH AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 5,000

WOMEN'S CENTER AND SHELTER OF

PO BOX 9024
PITTSBURGH,PA15224 		NONE PC GENERAL OPERATING 50,000

WILLIAM J BRENNAN JR CENTER FOR

1140 CONNECTICUT AVE NW
WASHINGTON DC,DC20036 		NONE PC GENERAL OPERATING 100,000

WEST POINT JEWISH CHAPEL FUND

750 MERRITT RD
WEST POINT,NY10996 		NONE PC GENERAL OPERATING 1,000

UNITED STATES COAST GUARD ALUMNI

47 MOHEGAN AVE
NEW LONDON,CT063208111 		NONE PC GENERAL OPERATING 1,000

TICKETS FOR KIDS FOUNDATION

700 BLAW AVE
PITTSBURGH,PA15238 		NONE PC GENERAL OPERATING 7,500

PLANNED PARENTHOOD FEDERATION

114 UNIVERSITY AVENUE
ROCHESTER,NY14605 		NONE PC GENERAL OPERATING 5,000

PITTSBURGH YOUTH LEADERSHIP

1034 FIFTH AVENUE
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 5,000

PITTSBURGH COMMUNITY BROADCASTING CORP

67 BEDFORD SQUARE
PITTSBURGH,PA15203 		NONE PC GENERAL OPERATING 5,000

PERSAD CENTER INC

5301 BUTLER ST 100
PITTSBURGH,PA15201 		NONE PC GENERAL OPERATING 10,000

NATIONAL PUBLIC RADIO INC

1111 NORTH CAPITOL STREET NE
WASHINGTON DC,DC20002 		NONE PC GENERAL OPERATING 10,000

MAINSTAY LIFE SERVICES

200 ROESSLER ROAD
PITTSBURGH,PA15220 		NONE PC GENERAL OPERATING 1,000

JEWISH CHAPEL TITHES AND OFFERINGS FUND

650 SMITHFIEDL STREET
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 1,000

INTERNATIONAL RESCUE COMMITTEE INC

122 EAST 42ND STREET
NEW YORK,NY101681289 		NONE PC GENERAL OPERATING 25,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON DC,DC200363278 		NONE PC GENERAL OPERATING 15,000

HILLEL JEWISH UNIVERSITY CENTER

4607 FORBES AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 10,000

GREATER PITTSBURGH LITERACY COUNCIL

411 SEVENTH AVE
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 5,000

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 N LINDEN ST
DUQUESNE,PA15110 		NONE PC GENERAL OPERATING 75,000

FRIENDS OF THE JEWISH CHAPEL INC

326 FIRST STREET
ANNAPOLIS,MD21403 		NONE PC GENERAL OPERATING 1,000

FRESH AIR FUND

633 3RD AVE
NEW YORK,NY10017 		NONE PC GENERAL OPERATING 25,000

FILM PITTSBURGH

1789 S BRADDOCK AVENUE
PITTSBURGH,PA15218 		NONE PC GENERAL OPERATING 1,000

CIVIC LIGHT OPERA ASSOCIATION

719 LIBERTY AVE
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 1,000

CITY THEATRE COMPANY INC

1300 BINGHAM STREET
PITTSBURGH,PA15203 		NONE PC GENERAL OPERATING 1,000

CHILDREN'S INSTITUTE OF PITTSBURGH

1405 SHADY AVENUE
PITTSBURGH,PA152171350 		NONE PC GENERAL OPERATING 1,000

CASA OF ALLEGHENY COUNTY

564 FORBES AVENUE
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 5,000

CARNEGIE LIBRARY OF PITTSBURGH

4400 FORBES AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING 10,000

CARNEGIE LIBRARY OF HOMSTEAD

510 EAST 10TH AVENUE
MUNHALL,PA15120 		NONE PC GENERAL OPERATING 10,000

ASPINWALL RIVERFRONT PARK INC

285 RIVER AVENUE
ASPINWALL,PA15215 		NONE PC GENERAL OPERATING 1,000

AMERICAN CIVIL LIBERTIES FOUNDATION

PO BOX 60173
PHILADELPHIA,PA19102 		NONE PC GENERAL OPERATING 100,000

ALLIES FOR HEALTH AND WELLBEING

5913 PENN AVE
PITTSBURGH,PA15206 		NONE PC GENERAL OPERATING 5,000

TRANSGENDER LEGAL DEFENCE AND EDUCTION

20 WEST 20TH STREET
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 15,000

THE WILLIAMSBURG SYMPHONY ORCHESTRA

PO BOX 400
WILLIAMSBURG,VA23187 		NONE PC GENERAL OPERATING 10,000

SQUIRREL HILL HEALTH CENTER

4516 BROWNS HILL ROAD
PITTSBURGH,PA15217 		NONE PC GENERAL OPERATING 350,000

PLANNED PARENT HOOD OF WESTERN

933 LIBERTY AVENUE
PITTSBURGH,PA15222 		NONE PC GENERAL OPERATING 100,000

LAMBDA LEGAL DEFENSE AND EDUCATION

120 WALL STREET 19TH FLOOR
NEW YORK,NY100053919 		NONE PC GENERAL OPERATING 10,000

JEWISH FEDERATION OF GREATER PITTSBURGH

2000 TECHNOLOGY DRIVE
PITTSBURGH,PA15219 		NONE PC GENERAL OPERATING 215,000

CHILDREN'S HOSPITAL OF PITTSBURGH FDN

4401 PENN AVE
PITTSBURGH,PA15224 		NONE PC GENERAL OPERATING 165,000
Total .................................right arrow 3a 1,740,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 106,072  
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 ............ 		    18 281,706  
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) ..   387,778  
13Total. Add line 12, columns (b), (d), and (e)..................
13
387,778
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
COOPER E ETAL TTEES C-S FAM FDN-AGY
 
Employer identification number

31-1537177
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
COOPER E ETAL TTEES C-S FAM FDN-AGY
  		Employer identification number
31-1537177
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ERIC C COOPER 2010 CLAT
C/O VANGUARD NATIONAL TRUST COMPANY
 
VALLEY FORGE, PA194820709

$ 537,725


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
NAOMI W SIEGEL 2011 CLAT
C/O VANGUARD NATIONAL TRUST COMPANY
 
VALLEY FORGE, PA194820709

$ 118,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
COOPER E ETAL TTEES C-S FAM FDN-AGY
  		Employer identification number

31-1537177
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
COOPER E ETAL TTEES C-S FAM FDN-AGY
  		Employer identification number

31-1537177
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 897     897

TY 2024 InvestmentsOtherSchedule2
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05589K863 BNYM INST SP 500 STC      
05569M368 BNY MELLON CORP BOND AT COST 155,224 157,583
78464A763 SPDR SER TR AT COST 73,929 77,314
91282CCL3 UNITED STATESTBOND      
464287168 ISHARES DJ SELECT DI AT COST 147,495 155,982
00766Y513 CHAMPLAIN MID CAP FU      
04045F592 ARISTOTLE FLTNG RT I      
05588L888 BNYM YLD ENHAN STRAT AT COST 56,145 56,018
09260B382 BLACKROCK STRAT INC AT COST 195,000 197,165
13161P862 CALVERT SMALL CAP FU      
258620103 DOUBLELINE TOTAL RET AT COST 217,995 220,974
44134R735 HOTCHKIS & WILEY HIG      
46138G508 INVESCO SENIOR LOAN AT COST 12,726 12,432
464287200 ISHARES S&P 500 INDE AT COST 357,039 392,246
464287432 ISHARES BARCLAYS 20+ AT COST 8,058 7,515
464287507 ISHARES TR S&P MIDCA AT COST 140,995 135,787
464287804 ISHARES TR S & P SMA AT COST 75,631 69,090
464288620 ISHARES BARCLAYS CRE AT COST 6,769 6,758
464288653 ISHARES LEHMAN 10-20 AT COST 6,355 6,158
46429B697 ISHARES MSCI USA MIN AT COST 91,684 92,540
47803W406 JOHN HANCOCK III-DIS      
67092P201 NUVEEN ESG LARGE-CAP AT COST 16,014 18,547
74253Q416 PRINCIPAL PREFERRED      
74437E404 PGIM JENNISON GROWTH      
77958B204 T ROWE PRICE INST HI AT COST 5,878 5,837
78464A367 S P D R BARCLAYS LON AT COST 15,463 14,570
912797GB7 U S TREASURY BILL      
912797GW1 UNITED STATES TREAS      
258620301 DOUBLELINE CORE FIXE AT COST 166,526 167,981
44134R529 H & W HIGH YIELD-Z AT COST 12,892 12,835
464287176 ISHARES BARCLAYS TIP AT COST 33,332 33,709
464287705 ISHARES S&P MIDCAP 4 AT COST 11,284 11,421
74256W485 PRINCIPAL PREFERRED AT COST 25,593 25,649
87245R672 TIAA-CREF SOCIAL CHO AT COST 81,391 82,328

TY 2024 LegalFeesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 525     525


TY 2024 OtherDecreasesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Description Amount
MUTUAL FUND TIMING ADJ 699


TY 2024 OtherIncreasesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Description Amount
ROUNDING 2


TY 2024 OtherProfessionalFeesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 12,793 7,676   5,117


TY 2024 TaxesSchedule
Name:
COOPER E ETAL TTEES C-S FAM FDN-AGY
EIN:
31-1537177
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 10,500 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,780 0   0