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
JOHN P & ANN MARIE MARTIN
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)110 NEPTUNE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWARK, DE19711
A Employer identification number

01-6254492
B Telephone number (see instructions)

(610) 354-0288
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$754,154J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 31,510 31,510  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,380
b Gross sales price for all assets on line 6a 669,533
7 Capital gain net income (from Part IV, line 2)... 54,380
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)....... Click to see attachment
List of Attached Documents:
// Content
162 162  
12 Total. Add lines 1 through 11........ 86,052 86,052  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,915 19,915   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
297 297   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,212 20,212   0
25 Contributions, gifts, grants paid....... 505,350 505,350
26 Total expenses and disbursements. Add lines 24 and 25 525,562 20,212   505,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -439,510
b Net investment income (if negative, enter -0-) 65,840
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............. 14,155 6,419 6,419
2 Savings and temporary cash investments.........      
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) 6,804 Click to see attachment
List of Attached Documents:
// Content
14,538 		23,460
b Investments—corporate stock (attach schedule)....... 925,881 Click to see attachment
List of Attached Documents:
// Content
544,801 		645,970
c Investments—corporate bonds (attach schedule)....... 136,771 Click to see attachment
List of Attached Documents:
// Content
78,343 		78,305
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) 1,083,611 644,101 754,154
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 1,695,592 1,695,592
28 Retained earnings, accumulated income, endowment, or other funds -611,981 -1,051,491
29 Total net assets or fund balances (see instructions)..... 1,083,611 644,101
30 Total liabilities and net assets/fund balances (see instructions). 1,083,611 644,101
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
1,083,611
2
Enter amount from Part I, line 27a .....................
2
-439,510
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
644,101
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
644,101
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 0.2 REALTY INCOME CORP COM P 2023-11-28 2024-01-23
b 60 GILEAD SCIENCES INC COM P 2022-06-14 2024-02-09
c 10 GILEAD SCIENCES INC COM P 2022-08-16 2024-02-09
d 5 ACCENTURE PLC IRELAND SHS CLASS A P 2021-05-14 2024-03-25
e 131 CISCO SYS INC COM P 2021-03-29 2024-04-16
103 EMERSON ELEC CO COM P 2021-04-05 2024-04-16
60 HARTFORD FINL SVCS GROUP INC COM P 2021-11-03 2024-04-16
80 HARTFORD FINL SVCS GROUP INC COM P 2022-11-14 2024-04-16
25 MERCK & CO INC COM P 2021-03-24 2024-04-16
45 MERCK & CO INC COM P 2021-04-29 2024-04-18
25 METLIFE INC COM P 2021-03-04 2024-04-18
45 PROCTER AND GAMBLE CO COM P 2021-04-20 2024-04-18
30 PROLOGIS INC COM P 2021-03-10 2024-04-18
0.940 EXXON MOBIL CORP COM P 2022-05-11 2024-05-03
25 STARBUCKS CORP COM P 2021-03-24 2024-05-03
55 STARBUCKS CORP COM P 2021-04-29 2024-05-03
90 AMERICAN ELEC PWR INC COM P 2021-04-09 2024-05-08
10 AMERICAN ELEC PWR INC COM P 2021-04-30 2024-05-08
89 AT&T INC COM P 2007-06-11 2024-05-08
336 AT&T INC COM P 2021-04-09 2024-05-08
80 DUKE ENERGY CORP NEW COM NEW P 2021-04-14 2024-05-08
55 ENTERGY CORP NEW COM P 2021-03-30 2024-05-08
151 ISHARES TR RUS MDCP VAL ETF P 2023-12-06 2024-05-08
148 ISHARES TR RUS MDCP VAL ETF P 2023-12-13 2024-05-08
29 ISHARES TR RUS MDCP VAL ETF P 2024-04-30 2024-05-08
65 MARATHON PETE CORP COM P 2021-03-17 2024-05-08
55 PRINCIPAL FINL GROUP INC COM P 2022-03-24 2024-05-08
35 PRINCIPAL FINL GROUP INC COM P 2022-03-31 2024-05-08
76 VANGUARD INDEX FDS MCAP VL P 2021-05-11 2024-05-08
117 VANGUARD INDEX FDS MCAP VL P 2021-05-19 2024-05-08
72 VANGUARD INDEX FDS MCAP VL P 2021-05-27 2024-05-08
4 VERIZON COMMUNICATIONS INC COM P 2020-09-15 2024-05-08
171 VERIZON COMMUNICATIONS INC COM P 2021-04-05 2024-05-08
45 DOMINION ENERGY INC COM P 2021-03-19 2024-05-15
36 INTERNATIONAL PAPER CO COM P 2020-10-13 2024-05-15
48 INTERNATIONAL PAPER CO COM P 2021-02-05 2024-05-15
6 INTERNATIONAL PAPER CO COM P 2021-03-24 2024-05-15
105 WILLIAMS COS INC DEL COM P 2022-11-14 2024-05-15
225 ARES CAPITAL CORP COM P 2021-03-24 2024-05-21
30 CHEVRON CORP NEW COM P 2021-04-09 2024-05-21
5 CHEVRON CORP NEW COM P 2021-04-30 2024-05-21
81 EVERSOURCE ENERGY COM P 2009-05-01 2024-05-21
4 EVERSOURCE ENERGY COM P 2021-04-05 2024-05-21
532.659 FEDERATED INSTL TR HI YIELD BD P 2022-07-29 2024-05-21
15.104 FEDERATED INSTL TR HI YIELD BD P 2022-09-01 2024-05-21
516.237 FEDERATED INSTL TR HI YIELD BD P 2022-09-19 2024-05-21
130 GAMING & LEISURE PPTYS INC COM P 2023-11-22 2024-05-21
35 GENUINE PARTS CO COM P 2022-03-31 2024-05-21
295 GOLDMAN SACHS BDC INC SHS P 2023-11-28 2024-05-21
95 SONOCO PRODS CO COM P 2021-04-05 2024-05-21
110 US BANCORP DEL COM NEW P 2022-03-24 2024-05-21
20 ABBVIE INC COM P 2023-03-24 2024-05-23
25 ALPHABET INC CAP STK CLA P 2021-03-30 2024-05-23
5 ALPHABET INC CAP STK CLA P 2021-05-06 2024-05-23
15 AMAZON COM INC COM P 2022-04-11 2024-05-23
20 APPLE INC COM P 2021-03-10 2024-05-23
30 CINCINNATI FINL CORP COM P 2021-03-30 2024-05-23
5 CINTAS CORP COM P 2021-04-05 2024-05-23
70 CITIZENS FINL GROUP INC COM P 2021-04-09 2024-05-23
55 CITIZENS FINL GROUP INC COM P 2021-04-30 2024-05-23
25 COCA COLA CO COM P 2021-03-10 2024-05-23
50 COCA COLA CO COM P 2021-04-20 2024-05-23
5 COSTCO WHSL CORP NEW COM P 2021-05-25 2024-05-23
40 DISNEY WALT CO COM P 2021-03-19 2024-05-23
5 FIFTH THIRD BANCORP COM P 2020-10-22 2024-05-23
140 FIFTH THIRD BANCORP COM P 2021-03-19 2024-05-23
80 FIRSTENERGY CORP COM P 2022-09-26 2024-05-23
260 HERCULES TECH GROWTH CAP INC COM P 2023-10-31 2024-05-23
10 HOME DEPOT INC COM P 2021-03-10 2024-05-23
15 INTERNATIONAL BUSINESS MACHS COM P 2022-03-24 2024-05-23
10 INTERNATIONAL BUSINESS MACHS COM P 2022-03-31 2024-05-23
25 LYONDELLBASELL INDUSTRIES N V SHS P 2022-01-11 2024-05-23
5 MASTERCARD INCORPORATED CL A P 2021-03-19 2024-05-23
8 METLIFE INC COM P 2021-03-04 2024-05-23
27 METLIFE INC COM P 2021-04-20 2024-05-23
8 MICROSOFT CORP COM P 2021-04-09 2024-05-23
7 MICROSOFT CORP COM P 2021-05-18 2024-05-23
75 PFIZER INC COM P 2021-04-09 2024-05-23
55 PUBLIC SVC ENTERPRISE GROUP COM P 2023-10-03 2024-05-23
50 SEMPRA ENERGY COM P 2022-03-31 2024-05-23
5 THERMO FISHER SCIENTIFIC INC COM P 2021-04-06 2024-05-23
20 TJX COS INC NEW COM P 2021-03-24 2024-05-23
20 TJX COS INC NEW COM P 2022-11-14 2024-05-23
15 T-MOBILE US INC COM P 2021-04-05 2024-05-23
5 UNITEDHEALTH GROUP INC COM P 2021-03-19 2024-05-23
45 WALMART INC COM P 2021-04-09 2024-05-23
20 WALMART INC COM P 2021-05-18 2024-05-23
5 WATSCO INC COM P 2023-10-03 2024-05-23
4000 COSTCO WHOLESALE CORPORATION P 2023-03-21 2024-06-05
4000 ENERGY TRANSFER LP P 2023-03-21 2024-06-05
4000 EOG RES INC P 2023-03-21 2024-06-05
14000 UNITED PARCEL SVCS INC P 2023-03-21 2024-06-07
5 ABBVIE INC COM P 2023-03-24 2024-06-12
5 ADOBE SYSTEMS INCORPORATED COM P 2021-04-30 2024-06-12
15 ALPHABET INC CAP STK CL A P 2021-05-06 2024-06-12
8000 AMAZON COM INC P 2023-03-21 2024-06-12
5 AMAZON COM INC P 2022-04-11 2024-06-12
5 AMAZON COM INC P 2022-08-16 2024-06-12
20 AMERICAN ELEC PWR INC COM P 2021-04-30 2024-06-12
5 AMERICAN TOWER CORP NEW COM P 2023-06-14 2024-06-12
10 AMERICAN WTR WKS CO INC NEW COM P 2021-03-10 2024-06-12
15 APPLE INC COM P 2021-03-10 2024-06-12
100 ARES CAPITAL CORP COM P 2021-03-24 2024-06-12
125 AT&T INC COM P 2021-04-09 2024-06-12
5 BERKSHIRE HATHAWAY INC DEL CL B NEW P 2021-03-19 2024-06-12
10 CHEVRON CORP NEW COM P 2021-04-30 2024-06-12
10 CINCINNATI FINL CORP COM P 2021-05-06 2024-06-12
5 CINTAS CORP COM P 2021-04-30 2024-06-12
25 CITIGROUP INC COM NEW P 2023-05-12 2024-06-12
30 CITIZENS FINL GROUP INC COM P 2021-04-30 2024-06-12
5 CME GROUP INC COM P 2021-05-25 2024-06-12
20 COCA COLA CO COM P 2021-04-20 2024-06-12
10 DISNEY WALT CO COM P 2021-03-19 2024-06-12
5 DISNEY WALT CO COM P 2021-04-26 2024-06-12
18 DOMINION ENERGY INC COM P 2021-03-19 2024-06-12
22 DOMINION ENERGY INC COM P 2023-05-11 2024-06-12
15 DTE ENERGY CO COM P 2023-10-03 2024-06-12
17 DUKE ENERGY CORP NEW COM NEW P 2021-04-14 2024-06-12
8 DUKE ENERGY CORP NEW COM NEW P 2022-04-05 2024-06-12
20 ENTERGY CORP NEW COM P 2021-05-06 2024-06-12
15 EOG RES INC COM P 2022-01-07 2024-06-12
20 EVERSOURCE ENERGY COM P 2021-04-05 2024-06-12
5 EXXON MOBIL CORP COM P 2022-05-11 2024-06-12
453.397 FEDERATED INSTL TR HI YIELD BD P 2022-09-19 2024-06-12
30 FIFTH THIRD BANCORP COM P 2021-03-19 2024-06-12
10 FIRSTENERGY CORP COM P 2022-09-26 2024-06-12
15 FIRSTENERGY CORP COM P 2022-10-03 2024-06-12
215 FORD MTR CO DEL COM PAR P 2023-03-24 2024-06-12
40 GENERAL MLS INC COM P 2021-04-14 2024-06-12
5 GENUINE PARTS CO COM P 2022-03-31 2024-06-12
5 HCA HEALTHCARE INC COM P 2021-03-29 2024-06-12
55 HERCULES TECH GROWTH CAP INC COM P 2023-10-31 2024-06-12
5 HOME DEPOT INC COM P 2021-03-10 2024-06-12
5 INTERNATIONAL BUSINESS MACHS COM P 2022-03-31 2024-06-12
65 INTERNATIONAL PAPER CO COM P 2021-03-24 2024-06-12
70 INTERPUBLIC GROUP COS INC P 2021-07-22 2024-06-12
35 ISHARES JP MOR FM MK ETF P 2022-12-27 2024-06-12
170 ISHARES TR 0-5YR HI YL CP P 2022-11-09 2024-06-12
28 ISHARES TR IBOXX HI YD ETF P 2022-07-29 2024-06-12
12 ISHARES TR IBOXX HI YD ETF P 2022-09-19 2024-06-12
15 JPMORGAN CHASE & CO COM P 2021-03-24 2024-06-12
5 LINDE PLC NEW SHS P 2023-11-30 2024-06-12
10 LYONDELLBASELL INDUSTRIES N V SHS P 2022-04-05 2024-06-12
5 MARSH & MCLENNAN COS INC COM P 2023-10-10 2024-06-12
2 MASTERCARD INCORPORATED CL A P 2021-03-19 2024-06-12
3 MASTERCARD INCORPORATED CL A P 2021-04-26 2024-06-12
5 MCDONALDS CORP COM P 2021-03-10 2024-06-12
15 MERCK & CO INC COM P 2021-04-29 2024-06-12
15 MICROSOFT CORP COM P 2021-05-18 2024-06-12
55 NATIONAL RETAIL PPTYS INC COM P 2021-04-14 2024-06-12
10 NEXTERA ENERGY INC COM P 2021-03-30 2024-06-12
8000 NIKE INC P 2023-03-21 2024-06-12
35 NISOURCE INC COM P 2023-12-07 2024-06-12
10 NXP SEMICONDUCTORS N V COM P 2021-05-06 2024-06-12
5 OCCIDENTAL PETE CORP DEL COM P 2023-02-14 2024-06-12
5 PARKER-HANNIFIN CORP COM P 2023-06-14 2024-06-12
10 PEPSICO INC COM P 2021-03-29 2024-06-12
10 PFIZER INC COM P 2021-04-09 2024-06-12
20 PFIZER INC COM P 2021-04-30 2024-06-12
785.755 PIMCO FDS INCOM FD INSTL P 2022-11-09 2024-06-12
10 PRINCIPAL FINL GROUP INC COM P 2022-03-31 2024-06-12
10 PROCTER AND GAMBLE CO COM P 2021-04-20 2024-06-12
10 PROLOGIS INC COM P 2021-03-10 2024-06-12
16 PUBLIC SVC ENTERPISE GROUP COM P 2023-10-03 2024-06-12
5 QUANTA SVCS INC COM P 2022-03-23 2024-06-12
5 ROPER TECHNOLOGIES INC COM P 2021-03-29 2024-06-12
5 S&P GLOBAL INC COM P 2021-03-29 2024-06-12
5 SALESFORCE COM INC COM P 2023-10-26 2024-06-12
15 SCHLUMBERGER LTD COM P 2023-08-03 2024-06-12
10 SEMPRA ENERGY COM P 2022-03-31 2024-06-12
20 SONOCO PRODS CO COM P 2021-04-05 2024-06-12
5 SONOCO PRODS CO COM P 2021-05-14 2024-06-12
5 TESLA INC COM P 2023-10-26 2024-06-12
10 TJX COS INC NEW COM P 2022-11-14 2024-06-12
5 T-MOBILE US INC COM P 2021-05-18 2024-06-12
5 UNITEDHEALTH GROUP INC COM P 2021-04-29 2024-06-12
45 UNUM GROUP COM P 2023-05-12 2024-06-12
10 US BANCORP DEL COM NEW P 2022-03-24 2024-06-12
35 US BANCORP DEL COM NEW P 2022-03-31 2024-06-12
39 VANGUARD INDEX FDS MCAP VL IDXVIP P 2021-05-24 2024-06-12
60 VERIZON COMMUNICATIONS INC COM P 2021-04-05 2024-06-12
5 WALMART INC COM P 2021-05-18 2024-06-12
25 WENDYS CO COM P 2023-05-30 2024-06-12
20 WHIRLPOOL CORP COM P 2023-04-27 2024-06-12
65 WILLIAMS COS INC DEL COM P 2022-11-14 2024-06-12
10 ZOETIS INC CL A P 2021-03-10 2024-06-12
10 INTERNATIONAL BUSINESS MACHS COM P 2022-03-31 2024-06-18
5 MASTERCARD INCORPORATED CL A P 2021-04-26 2024-06-21
20 SONOCO PRODS CO COM P 2021-05-14 2024-06-25
55 WALGREENS BOOTS ALLIANCE INC COM P 2024-05-29 2024-07-03
8000 GOLDMAN SACHS GRP INC MTN P 2023-03-21 2024-07-08
5 HCA HEALTHCARE INC COM P 2021-03-29 2024-07-24
5 QUANTA SVCS INC COM P 2022-03-23 2024-07-24
79 AMERICAN ELEC PWR INC COM P 2021-04-30 2024-08-09
43 CITIZENS FINL GROUP INC COM P 2021-04-30 2024-08-09
150 CITIZENS FINL GROUP INC COM P 2022-05-31 2024-08-09
27 DUKE ENERGY CORP NEW COM NEW P 2022-04-05 2024-08-09
40 DUKE ENERGY CORP NEW COM NEW P 2022-11-14 2024-08-09
190 FIFTH THIRD BANCORP COM P 2021-03-19 2024-08-09
104 INTERNATIONAL PAPER CO COM P 2021-03-24 2024-08-09
70 INTERNATIONAL PAPER CO COM P 2023-11-22 2024-08-09
76 REALTY INCOME CORP COM P 2023-11-28 2024-08-09
45 REALTY INCOME CORP COM P 2024-07-01 2024-08-09
185 WILLIAMS COS INC DEL COM P 2022-11-14 2024-08-09
4000 ABBVIE INC P 2023-03-21 2024-08-28
8000 ENERGY TRANSFER LP P 2023-03-21 2024-08-28
45 FRANKLIN RES INC COM P 2022-01-11 2024-09-26
160 FRANKLIN RES INC COM P 2023-05-23 2024-09-26
15 NXP SEMICONDUCTORS N V COM P 2021-05-06 2024-10-08
5 VERTEX PHARMACEUTICALS INC COM P 2023-11-22 2024-11-01
45 FORD MTR CO DEL COM PAR P 2023-03-24 2024-11-26
5 GENUINE PARTS CO COM P 2022-03-31 2024-11-26
10 LYONDELLBASELL INDUSTRIES N V SHS P 2022-04-05 2024-11-26
65 NATIONAL RETAIL PPTYS INC COM P 2021-04-14 2024-11-26
5 PEPSICO INC COM P 2021-03-29 2024-11-26
10 PROLOGIS INC COM P 2021-03-10 2024-11-26
10 PROLOGIS INC COM P 2023-03-14 2024-11-26
(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 11   11 0
b 4,407   3,515 892
c 2,934   2,671 263
d 1,666   1,474 192
e 6,316   6,882 -566
11,423   9,515 1,908
5,850   4,478 1,372
7,799   5,937 1,862
3,126   1,832 1,294
5,627   3,254 2,373
1,744   1,470 274
7,051   6,209 842
3,128   2,942 186
109   105 4
1,833   2,685 -852
4,032   6,258 -2,226
8,134   7,775 359
904   886 18
1,523   3,711 -2,188
5,751   7,701 -1,950
8,139   7,899 240
6,077   5,412 665
18,461   16,655 1,806
18,094   16,531 1,563
3,546   3,463 83
11,741   3,598 8,143
4,581   3,969 612
2,915   2,620 295
11,599   10,842 757
17,856   16,546 1,310
10,989   10,382 607
158   247 -89
6,743   10,074 -3,331
2,393   3,312 -919
1,430   1,530 -100
1,906   2,157 -251
238   300 -62
4,256   3,585 671
4,833   4,136 697
4,801   3,104 1,697
800   521 279
4,940   1,975 2,965
244   353 -109
4,655   4,677 -22
132   128 4
4,512   4,339 173
6,010   5,831 179
5,293   4,509 784
4,478   4,394 84
5,811   6,167 -356
4,518   6,186 -1,668
3,177   3,127 50
4,425   2,575 1,850
885   579 306
2,754   2,297 457
3,791   2,407 1,384
3,520   3,148 372
3,512   1,779 1,733
2,496   3,187 -691
1,961   2,564 -603
1,562   1,280 282
3,124   2,729 395
4,003   1,929 2,074
4,049   7,678 -3,629
187   122 65
5,225   5,455 -230
3,160   3,110 50
4,997   4,007 990
3,285   2,666 619
2,596   1,945 651
1,731   1,316 415
2,446   2,495 -49
2,275   1,759 516
578   471 107
1,951   1,659 292
3,442   2,027 1,415
3,012   1,725 1,287
2,179   2,704 -525
4,078   3,056 1,022
3,833   4,188 -355
2,946   2,373 573
1,993   1,323 670
1,993   1,478 515
2,472   1,962 510
2,595   1,826 769
2,941   2,110 831
1,307   954 353
2,395   1,863 532
3,362   3,450 -88
3,685   3,658 27
3,897   3,929 -32
13,814   13,922 -108
826   782 44
2,309   2,566 -257
2,650   1,737 913
7,958   7,973 -15
929   766 163
929   719 210
1,759   1,771 -12
973   961 12
1,290   1,371 -81
3,296   1,805 1,491
2,148   1,838 310
2,200   2,865 -665
2,039   1,258 781
1,532   1,041 491
1,138   1,186 -48
3,455   1,735 1,720
1,502   1,136 366
1,057   1,398 -341
981   1,085 -104
1,255   1,092 163
1,007   1,920 -913
503   922 -419
914   1,325 -411
1,117   1,224 -107
1,696   1,464 232
1,722   1,679 43
810   912 -102
2,143   2,145 -2
1,808   1,468 340
1,177   1,767 -590
553   559 -6
3,972   3,811 161
1,080   1,169 -89
386   389 -3
580   569 11
2,598   2,442 156
2,622   2,424 198
711   644 67
1,709   961 748
1,094   848 246
1,723   1,333 390
841   658 183
2,920   3,253 -333
2,102   2,407 -305
3,124   2,990 134
7,183   6,896 287
2,167   2,189 -22
929   893 36
2,881   2,289 592
2,178   2,074 104
961   1,027 -66
1,052   963 89
886   704 182
1,329   1,174 155
1,278   1,056 222
1,956   1,085 871
6,598   3,696 2,902
2,311   2,499 -188
727   748 -21
7,820   7,893 -73
990   932 58
2,827   1,891 936
301   340 -39
2,668   1,829 839
1,627   1,435 192
276   361 -85
553   776 -223
8,274   8,037 237
783   749 34
1,647   1,380 267
1,136   981 155
1,100   833 267
1,381   662 719
2,771   2,047 724
2,196   1,805 391
1,177   970 207
672   871 -199
758   838 -80
1,163   1,298 -135
291   345 -54
895   1,028 -133
1,072   739 333
863   691 172
2,454   1,992 462
2,250   1,960 290
392   562 -170
1,372   1,890 -518
5,905   5,624 281
2,376   3,535 -1,159
330   238 92
416   556 -140
1,892   2,672 -780
2,703   2,219 484
1,754   1,520 234
1,691   1,316 375
2,262   1,957 305
1,046   1,379 -333
615   812 -197
8,000   8,000 0
1,717   961 756
1,283   662 621
7,708   6,996 712
1,708   2,004 -296
5,959   6,212 -253
3,039   3,078 -39
4,503   3,857 646
7,524   7,403 121
4,623   5,205 -582
3,112   2,295 817
4,600   4,111 489
2,724   2,356 368
8,029   6,316 1,713
3,924   3,900 24
7,608   7,338 270
928   1,627 -699
3,300   3,959 -659
3,524   2,836 688
2,353   1,768 585
502   511 -9
638   644 -6
819   1,027 -208
2,839   2,953 -114
811   718 93
1,167   981 186
1,167   1,226 -59
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       0
b       892
c       263
d       192
e       -566
      1,908
      1,372
      1,862
      1,294
      2,373
      274
      842
      186
      4
      -852
      -2,226
      359
      18
      -2,188
      -1,950
      240
      665
      1,806
      1,563
      83
      8,143
      612
      295
      757
      1,310
      607
      -89
      -3,331
      -919
      -100
      -251
      -62
      671
      697
      1,697
      279
      2,965
      -109
      -22
      4
      173
      179
      784
      84
      -356
      -1,668
      50
      1,850
      306
      457
      1,384
      372
      1,733
      -691
      -603
      282
      395
      2,074
      -3,629
      65
      -230
      50
      990
      619
      651
      415
      -49
      516
      107
      292
      1,415
      1,287
      -525
      1,022
      -355
      573
      670
      515
      510
      769
      831
      353
      532
      -88
      27
      -32
      -108
      44
      -257
      913
      -15
      163
      210
      -12
      12
      -81
      1,491
      310
      -665
      781
      491
      -48
      1,720
      366
      -341
      -104
      163
      -913
      -419
      -411
      -107
      232
      43
      -102
      -2
      340
      -590
      -6
      161
      -89
      -3
      11
      156
      198
      67
      748
      246
      390
      183
      -333
      -305
      134
      287
      -22
      36
      592
      104
      -66
      89
      182
      155
      222
      871
      2,902
      -188
      -21
      -73
      58
      936
      -39
      839
      192
      -85
      -223
      237
      34
      267
      155
      267
      719
      724
      391
      207
      -199
      -80
      -135
      -54
      -133
      333
      172
      462
      290
      -170
      -518
      281
      -1,159
      92
      -140
      -780
      484
      234
      375
      305
      -333
      -197
      0
      756
      621
      712
      -296
      -253
      -39
      646
      121
      -582
      817
      489
      368
      1,713
      24
      270
      -699
      -659
      688
      585
      -9
      -6
      -208
      -114
      93
      186
      -59
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 54,380
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) 1 915
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........................... 3 915
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- ..... 5 915
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 927
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 arrowSIANA CARR O'CONNOR LYNAM LLP Telephone no.right arrow (610) 296-4200

Located atright arrow1500 E LANCASTER AVENUEPAOLIPA ZIP+4right arrow19301
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
THOMAS J POSATKO TRUSTEE
2.00 		0 0 0
110 NEPTUNE DRIVE
NEWARK,DE19711
PHILIP J FOGLI TRUSTEE
0.50 		0 0 0
460 E SWEDESFORD ROAD SUITE 2020
WAYNE,PA19087
REVEREND JOHN J BENDIK TRUSTEE
0.50 		0 0 0
1600 GREEN RIDGE STREET
DUNMORE,PA18509
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
938,103
b
Average of monthly cash balances.......................
1b
10,287
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
948,390
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
948,390
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,226
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
934,164
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
46,708
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
46,708
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
915
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
915
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
45,793
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
45,793
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
45,793
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
505,350
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
505,350
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 45,793
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......  
b From 2020......  
c From 2021...... 43,941
d From 2022......  
e From 2023...... 442,712
f Total of lines 3a through e ........ 486,653
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 505,350
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..... 45,793
e Remaining amount distributed out of corpus 459,557
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 5 946,210
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		946,210
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 43,941
c Excess from 2022....  
d Excess from 2023.... 442,712
e Excess from 2024.... 459,557
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

COMMONWEALTH FOUNDATION

225 STATE ST STE 302
HARRISBURG,PA17101 		    FBO RECIPIENT 5,000

WYOMING CATHOLIC COLLEGE

306 MAIN ST
LANDER,WY82520 		    FBO RECIPIENT 150,000

MY JESUS MERCY MINISTRIES

1741 GREAT BEND PIKE
PLEASANT MOUNT,PA18453 		    FBO RECIPIENT 50,000

CLEAR CREEK ABBEY

5804 WEST MONASTERY ROAD
HULBERT,OK74441 		    FBO RECIPIENT 100,000

AVE MARIA SCHOOL OF LAW

1025 COMMONS CIRCLE
NAPLES,FL34119 		    FBO RECIPIENT 150,000

DIVINE MERCY UNIVERSITY

45154 UNDERWOOD LANE
STERLING,VA20166 		    FBO RECIPIENT 50,000

DURANDUS INSTITUTE

6311 LANCASTER AVENUE
PHILADELPHIA,PA19151 		    FBO RECIPIENT 350
Total .................................right arrow 3a 505,350
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 ........... 		         
4 Dividends and interest from securities ....     14 31,510  
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 .....     14 162  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 54,380  
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 86,052 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
86,052
(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 ExplnOfNonFilingWithAGStmt
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Statement:
TAXPAYER IS NOT REQUIRED TO FILE A COPY OF THE IRS 990 TO PA BECAUSE CONTRIBUTIONS ARE LESS THAN $25,000 AND PROGRAM SERVICE REVENUE DID NOT EXCEED $5 MILLION IN THE YEAR 2024.

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 5,880 5,893
APPLE INC 10,939 10,852
CAPITAL ONE FINL CORP 11,457 11,777
CITIGROUP INC 7,841 7,892
COSTCO WHOLESALE CORPORATION 5,247 5,135
ENTERPRISE PRODS OPER LLC 7,884 7,923
EOG RES INC 5,902 5,831
NETAPP INC 7,553 7,559
PFIZER INC 7,751 7,626
WALMART INC 7,889 7,817

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 3,909 4,443
ADOBE SYSTEMS INCORPORATED COM 6,158 5,336
ALPHABET INC CAP STOCK CLASS A 10,430 14,198
AMAZON COM INC COM 8,748 14,260
AMERICAN ELEC PWR INC COM 7,148 6,456
AMERICAN TOWER CORP NEW COM 3,872 3,668
AMERICAN WTR WKS CO INC NEW COM 3,613 3,112
AMGEN INC COM 2,835 2,606
APPLE INC COM 9,130 17,279
ARES CAPITAL CORP COM 5,717 6,808
ASML HOLDING NV NY REGISTRY SHS 4,004 4,158
AT&T INC COM 6,897 7,833
BANK NEW YORK MELLON CORP COM 1,284 1,537
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,020 6,799
BEST BUY INC COM 2,695 2,574
BLOCK H & R INC COM 2,466 2,642
BROADCOM INC COM 785 1,159
BROOKFIELD ASSET MANAGEMENT LTD CL A LTD 2,330 2,980
CAPITAL ONE FINL CORP 1,416 1,783
CHEVRON CORP NEW COM 4,687 6,518
CINCINNATI FINL CORP COM 6,522 7,904
CINTAS CORP COM 3,122 6,577
CITIGROUP INC COM NEW 4,091 6,335
CME GROUP INC COM 3,256 3,483
COCA COLA CO COM 4,912 5,603
COSTCO WHSL CORP NEW COM 3,858 9,163
CSX CORP COM 2,883 2,743
DISNEY WALT CO COM 9,238 6,579
DOMINION ENERGY INC COM 5,452 5,278
DTE ENERGY CO COM 4,620 5,434
DUKE ENERGY CORP NEW COM NEW 3,368 3,232
ENBRIDGE INC COM 6,228 7,425
ENTERGY CORP NEW COM 6,271 9,098
EOG RES INC COM 5,692 5,884
EVERSOURCE ENERGY COM 5,747 3,790
EXXON MOBIL CORP CO 4,720 4,626
F M C CORP COM NEW 1,379 1,215
FEDERATED INSTL TR HI YIELD BD 11,631 12,263
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 4,679 5,895
FIFTH THIRD BANCORP COM 7,379 7,399
FIRSTENERGY CORP COM 5,882 6,166
FORD MTR CO DEL COM PAR $0.01 3,420 3,069
GENERAL MLS INC COM 3,999 4,209
GENUINE PARTS CO COM 2,577 2,335
HCA HEALTHCARE INC COM 1,538 2,401
HERCULES TECH GROWTH CAP INC COM 5,461 7,032
HEWLETT PACKARD CO COM 2,674 2,937
HOME DEPOT INC COM 7,553 9,725
INTERNATIONAL BUSINESS MACHS COM 3,290 5,496
INTERPUBLIC GROUP COS INC COM 4,871 3,923
ISHARES JP MOR EM MK ETF 4,531 4,630
ISHARES TR 0-5YR HI YL CP 14,788 15,254
ISHARES TR IBOXX HI YD ETF 4,390 4,640
ISHARES TR RUS MDCP VAL ETF 19,964 21,341
JPMORGAN CHASE & CO COM 6,306 9,588
KIMBERLY-CLARK CORP COM 2,669 2,621
LAZARD INC COM 1,132 1,544
LINDE PLC NEW SHS 2,232 2,093
LYONDELLBASELL INDUSTRIES N V SHS 5,647 4,085
MARSH & MCLENNAN COS INC COM 4,058 4,248
MASTERCARD INCORPORATED CL A 11,173 15,271
MCDONALDS CORP COM 2,250 2,899
MERCK & CO INC COM 1,446 1,990
META PLATFORMS INC CL A 2,604 2,928
METLIFE INC COM 5,708 7,615
MICROSOFT CORP COM 14,233 24,447
NEXTERA ENERGY INC COM 4,501 4,660
NISOURCE INC COM 5,025 6,801
NOVO-NORDISK A S ADR 3,937 2,581
NVIDIA CORPORATION COM 11,059 20,144
NXP SEMICONDUCTORS N V COM 1,727 2,079
OCCIDENTAL PETE CORP DEL COM 1,224 988
ONEMAIN HOLDINGS INC 2,577 2,867
PARKER-HANNIFIN CORP COM 1,829 3,180
PEPSICO INC COM 2,440 2,585
PFIZER INC COM 5,121 3,502
PIMCO FDS INCOM FD INSTL 8,848 9,071
PRINCIPAL FINL GROUP INC COM 2,246 2,322
PROCTER AND GAMBLE CO COM 1,395 1,677
PRUDENTIAL FINL INC COM 642 693
PUBLIC SVC ENTERPRISE GROUP COM 5,101 6,759
QUANTA SVCS INC COM 1,472 3,161
REGIONS FINL CORP NEW COM 5,790 8,114
ROPER TECHNOLOGIES INC COM 1,637 2,079
S&P GLOBAL INC COM 1,083 1,494
SALESFORCE COM INC COM 2,768 3,343
SCHLUMBERGER LTD COM 1,741 1,342
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 2,675 2,589
SEMPRA ENERGY COM 5,026 5,263
SONOCO PRODS CO COM 3,792 2,687
TESLA INC COM 2,907 8,077
THERMO FISHER SCIENTIFIC INC COM 6,963 7,803
TJX COS INC NEW COM 2,956 4,832
T-MOBILE US INC COM 4,147 6,622
TRUIST FINL CORP COM 1,910 1,952
UNITEDHEALTH GROUP INC COM 5,975 7,588
UNUM GROUP COM 2,396 4,017
US BANCORP DEL COM NEW 7,499 7,175
VALERO ENERGY CORP NEW COM 2,219 1,839
VANGUARD INDEX FDS MCAP GR IDXVIP 29,662 32,480
VANGUARD INDEX FDS MCAP VL IDXVIP 16,513 18,280
VANGUARD INDEX FDS SMALL CP ETF 6,499 6,007
VERIZON COMMUNICATIONS INC COM 7,458 6,158
VERTEX PHARMACEUTICALS INC COM 1,975 2,014
WALMART INC COM 1,669 3,162
WATSCO INC COM 1,894 2,369
WEC ENERGY GROUP INC COM 5,226 6,113
WENDYS CO COM 2,556 1,875
WHIRLPOOL CORP COM 2,672 2,290
XCEL ENERGY INC COM 2,357 2,701
ZOETIS INC CL A 4,104 4,073

TY 2024 InvestmentsGovtObligationsSch
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


14,538
State & Local Government Securities - End of Year Fair Market Value:


23,460


TY 2024 OtherIncomeSchedule2
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NON DIVIDEND DISTRIBUTIONS 162 162 162


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 19,915 19,915   0


TY 2024 TaxesSchedule
Name:
JOHN P & ANN MARIE MARTIN
 
CHARITABLE TRUST
EIN:
01-6254492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX BASED ON NET INVESTMENT INCOME 229 229   0
FOREIGN TAXES PAID 68 68   0