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 06-01-2024 , and ending 05-31-2025
Name of foundation
ESTHER N SIMMONS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

34-6743541
B Telephone number (see instructions)

(412) 209-4802
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$3,809,101J 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... 100,405 100,387  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,402
b Gross sales price for all assets on line 6a 3,518,388
7 Capital gain net income (from Part IV, line 2)... 78,402
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........ 178,807 178,789  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,437 27,862   18,575
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,286 1,263   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
201 1   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,924 29,126 0 18,775
25 Contributions, gifts, grants paid....... 151,588 151,588
26 Total expenses and disbursements. Add lines 24 and 25 202,512 29,126 0 170,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,705
b Net investment income (if negative, enter -0-) 149,663
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......... 113,628 157,638 157,638
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).......... 3,196,165 Click to see attachment
List of Attached Documents:
// Content
3,106,327 		3,651,463
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) 3,309,793 3,263,965 3,809,101
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........ 3,309,793 3,263,965
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)..... 3,309,793 3,263,965
30 Total liabilities and net assets/fund balances (see instructions). 3,309,793 3,263,965
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
3,309,793
2
Enter amount from Part I, line 27a .....................
2
-23,705
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
592
4
Add lines 1, 2, and 3 ..........................
4
3,286,680
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
22,715
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,263,965
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 1113.784 AMG GW&K SC CORE-I   2024-04-12 2024-08-01
b 52.868 AMG RR SM CAP VAL-I   2024-05-14 2024-08-01
c 14.894 AMG RR SM CAP VAL-I   2022-09-16 2024-08-01
d 2290.687 PZENA EMERG MKTS VALUE-INST   2024-05-02 2024-08-01
e 2160.713 BLACKROCK CORE BOND PORTFOLIO     2024-08-01
64.861 DOUBLELINE TOTAL RETURN BOND   2024-05-14 2024-08-01
1104.233 SEAFARER OVERSEAS GROWTH &   2024-05-14 2024-08-01
64.388 SEAFARER OVERSEAS GROWTH &   2020-02-04 2024-08-01
54. ISHARES CORE S&P 500   2024-04-12 2024-08-01
624. ISHARES RUSSELL MID-CAP GROWTH   2024-04-12 2024-08-01
232. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-08-01
118. ISHARES MSCI USA QUALITY FACTOR   2023-03-07 2024-08-01
1575.734 PIMCO INCOME FUND     2024-08-01
45.497 T ROWE PR MID-CAP VALUE-I   2024-04-12 2024-08-01
16.502 TOUCHSTONE MID CAP-R6   2024-04-12 2024-08-01
10226.13 TRANSAMERICA SM CAP GROW-I2     2024-08-01
3742.998 VANGUARD TOTAL BD MKT INDX 584   2023-05-12 2024-08-02
848.288 AMG RR SM CAP VAL-I   2022-09-16 2024-09-11
2699.782 PZENA EMERG MKTS VALUE-INST     2024-09-11
6558.976 BLACKROCK CORE BOND PORTFOLIO   2024-04-12 2024-09-11
47.263 BLACKROCK HIGH YIELD PORTFOLIO   2024-08-01 2024-09-11
4. DIMENSIONAL INTERNATIONAL VA   2024-04-12 2024-09-11
44.44 SEAFARER OVERSEAS GROWTH &   2020-02-04 2024-09-11
518. ISHARES S&P SMALL CAP   2024-08-01 2024-09-11
19. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-09-11
1. ISHARES MSCI USA QUALITY FACTOR   2023-03-07 2024-09-11
41. ISHARES MSCI INTL QUALITY   2024-08-01 2024-09-11
288. ISHARES CORE MSCI DEV MKTS   2024-08-01 2024-09-11
977.573 MADISON MID CAP FUND-R6   2024-08-01 2024-09-11
2128.686 MOERUS WORLDWIDE VALUE FUND     2024-09-11
3541.971 PIMCO INCOME FUND     2024-09-11
1460.048 PIMCO INCOME FUND   2023-03-07 2024-09-11
454.788 T ROWE PR MID-CAP VALUE-I   2024-04-12 2024-09-11
1241.098 TOUCHSTONE MID CAP-R6   2024-04-12 2024-09-11
3894.33 VANGUARD TOTAL BD MKT INDX 584   2023-05-12 2024-09-11
447. WISDOMTREE U.S. QUALITY DIVI     2024-09-11
106.032 PZENA EMERG MKTS VALUE-INST   2024-01-25 2024-11-11
399.608 ARTISAN INTL SM/MID-INST   2024-09-11 2024-11-11
146.845 BARON SMALL CAP FUND   2024-09-11 2024-11-11
8332.331 BLACKROCK CORE BOND PORTFOLIO     2024-11-11
1174.597 SEAFARER OVERSEAS GROWTH &   2020-02-04 2024-11-11
75. ISHARES CORE S&P 500     2024-11-11
346. ISHARES MSCI EAFE VALUE     2024-11-11
624. ISHARES MSCI EAFE VALUE   2022-09-16 2024-11-11
405. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-11-11
1058. ISHARES CORE MSCI DEV MKTS   2024-08-01 2024-11-11
118.545 MADISON MID CAP FUND-R6   2024-08-01 2024-11-11
61.873 MOERUS WORLDWIDE VALUE FUND   2024-04-12 2024-11-11
59.612 T ROWE PR MID-CAP VALUE-I   2024-04-12 2024-11-11
15.987 AMG RR SM CAP VAL-I   2024-11-11 2024-12-12
325.762 DODGE & COX INTERNATIONAL   2024-11-11 2024-12-12
13.342 DODGE & COX INCOME FUND   2024-09-11 2024-12-12
596. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-12-12
470. ISHARES MSCI INTL QUALITY     2024-12-12
2977.085 MADISON MID CAP FUND-R6   2024-08-01 2024-12-12
34.319 MOERUS WORLDWIDE VALUE FUND   2024-04-12 2024-12-12
6.103 PRINCIPAL MIDCAP FUND-R6   2024-11-11 2024-12-12
4197.47 PZENA EMERG MKTS VALUE-INST     2025-01-13
478.85 ARTISAN INTL SM/MID-INST   2024-09-11 2025-01-13
540.247 BAIRD AGGREGATE BOND FUND   2021-09-02 2025-01-13
321.504 BLACKROCK HIGH YIELD PORTFOLIO     2025-01-13
1053.922 DODGE & COX INTERNATIONAL   2024-11-11 2025-01-13
6760.351 DODGE & COX INCOME FUND     2025-01-13
87. ISHARES MSCI USA QUALITY FACTOR   2024-11-11 2025-01-13
417. ISHARES MSCI USA QUALITY FACTOR   2023-03-07 2025-01-13
889.348 MFS EMERGING MKTS DEBT FD-R6   2018-08-27 2025-01-13
186.377 PIMCO INCOME FUND     2025-01-13
1124.898 VANGUARD TOTAL BD MKT INDX 584     2025-01-13
1016.143 VANGUARD TOTAL BD MKT INDX 584   2023-05-12 2025-01-13
432. ISHARES RUSSELL MID-CAP GROWTH     2025-01-22
889. DIMENSIONAL INTERNATIONAL VA     2025-03-13
3319.133 DODGE & COX INCOME FUND   2024-11-11 2025-03-13
1176.847 DODGE & COX INCOME FUND   2024-01-25 2025-03-13
2079.583 ARTISAN INTL SM/MID-INST     2025-03-17
2113.625 BAIRD AGGREGATE BOND FUND     2025-03-17
143.395 BARON SMALL CAP FUND     2025-03-17
10034.784 BLACKROCK HIGH YIELD PORTFOLIO     2025-03-17
1167.774 DOUBLELINE TOTAL RETURN BOND   2024-09-11 2025-03-17
23.814 SEAFARER OVERSEAS GROWTH &   2024-12-12 2025-03-17
312.378 SEAFARER OVERSEAS GROWTH &   2020-02-04 2025-03-17
330.197 WCM FOCUSED INTL GROWTH-INS   2024-11-11 2025-03-17
132. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-03-17
118. ISHARES CORE MSCI EMERGING   2025-01-13 2025-03-17
299. ISHARES MSCI INTL QUALITY   2024-04-12 2025-03-17
906.866 MFS EMERGING MKTS DEBT FD-R6   2018-08-27 2025-03-17
262.103 TCW METROPOLITAN WEST   2025-01-13 2025-03-17
2176.863 MOERUS WORLDWIDE VALUE FUND     2025-03-17
321.048 PIMCO INCOME FUND   2024-11-11 2025-03-17
570.763 T ROWE PR MID-CAP VALUE-I   2024-04-12 2025-03-17
3757.346 TOUCHSTONE SANDS EM GR-R6     2025-03-17
425.701 VANGUARD TOTAL BD MKT INDX 584   2024-05-14 2025-03-17
305. WISDOMTREE U.S. QUALITY DIVI     2025-03-17
165. WISDOMTREE U.S. QUALITY DIVI   2023-03-07 2025-03-17
2162.627 AMG RR SM CAP VAL-I     2025-04-22
6111.956 BAIRD AGGREGATE BOND FUND   2021-03-10 2025-04-22
464.457 BARON SMALL CAP FUND   2024-09-11 2025-04-22
76. DIMENSIONAL INTERNATIONAL VA   2025-03-17 2025-04-22
4463.509 DODGE & COX INCOME FUND   2025-03-17 2025-04-22
423. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-04-22
9. ISHARES RUSSELL MID-CAP GROWTH   2025-01-13 2025-04-22
32. ISHARES MSCI INTL QUALITY   2025-01-13 2025-04-22
447. ISHARES MSCI INTL QUALITY     2025-04-22
113.101 MFS EMERGING MKTS DEBT FD-R6   2018-08-27 2025-04-22
6719.901 TCW METROPOLITAN WEST   2025-01-13 2025-04-22
220.53 PIMCO INCOME FUND   2024-11-11 2025-04-22
401.23 PGIM HIGH YIELD FUND   2025-03-17 2025-04-22
784.117 T ROWE PR MID-CAP VALUE-I     2025-04-22
906.741 T ROWE PR MID-CAP VALUE-I   2024-04-12 2025-04-22
432. ISHARES RUSSELL MID-CAP GROWTH     2025-04-23
6.75 AMG RR SM CAP VAL-I   2025-03-17 2025-05-30
583.18 AMG RR SM CAP VAL-I   2022-09-16 2025-05-30
9486.38 BAIRD AGGREGATE BOND FUND     2025-05-30
9262.26 BAIRD AGGREGATE BOND FUND     2025-05-30
1811.88 BARON SMALL CAP FUND     2025-05-30
1548. DIMENSIONAL INTERNATIONAL VA     2025-05-30
557. DIMENSIONAL INTERNATIONAL VA   2024-04-12 2025-05-30
8505.66 DOUBLELINE TOTAL RETURN BOND     2025-05-30
3814.4 DOUBLELINE TOTAL RETURN BOND     2025-05-30
1129.89 WCM FOCUSED INTL GROWTH-INS     2025-05-30
385. ISHARES CORE S&P 500     2025-05-30
866. ISHARES CORE MSCI EAFE ETF   2025-04-22 2025-05-30
941. ISHARES CORE MSCI EMERGING     2025-05-30
1329.53 PIMCO INCOME FUND   2024-11-11 2025-05-30
4950.23 PIMCO INCOME FUND   2023-03-07 2025-05-30
1797.67 PRINCIPAL MIDCAP FUND-R6     2025-05-30
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(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 36,254   33,703 2,551
b 860   846 14
c 242   207 35
d 29,206   29,573 -367
e 18,064   17,494 570
577   560 17
13,483   13,902 -419
786   777 9
29,311   27,788 1,523
67,362   68,808 -1,446
20,098   18,674 1,424
19,911   14,364 5,547
16,845   16,496 349
1,587   1,508 79
925   892 33
70,765   79,512 -8,747
36,719   36,345 374
13,174   11,800 1,374
34,125   34,303 -178
56,014   53,062 2,952
339   336 3
146   146  
560   536 24
67,266   70,789 -3,523
1,690   1,529 161
170   122 48
1,613   1,579 34
19,512   18,930 582
16,863   16,990 -127
34,336   33,029 1,307
38,218   37,049 1,169
15,754   15,053 701
15,827   15,072 755
68,595   67,094 1,501
38,671   37,814 857
35,649   34,928 721
1,435   1,256 179
7,417   7,301 116
5,859   5,148 711
68,742   67,363 1,379
14,459   14,177 282
45,091   39,410 5,681
18,953   19,011 -58
34,181   26,294 7,887
37,874   32,600 5,274
71,385   69,540 1,845
2,231   2,060 171
1,059   958 101
2,266   1,976 290
290   292 -2
17,282   17,562 -280
169   175 -6
54,981   47,974 7,007
18,368   18,164 204
55,642   51,742 3,900
599   532 67
287   296 -9
48,733   49,894 -1,161
8,117   8,749 -632
5,159   6,256 -1,097
2,273   2,315 -42
51,864   56,817 -4,953
82,611   87,480 -4,869
15,293   16,021 -728
73,299   50,760 22,539
10,521   12,415 -1,894
1,942   1,978 -36
10,540   10,860 -320
9,521   9,867 -346
48,413   48,413  
34,870   32,431 2,439
42,087   41,954 133
14,922   14,699 223
37,370   37,988 -618
20,735   24,158 -3,423
4,461   5,075 -614
70,946   70,093 853
10,311   10,638 -327
293   289 4
3,842   3,770 72
8,004   8,539 -535
15,973   17,832 -1,859
6,597   5,987 610
12,260   11,506 754
10,937   12,659 -1,722
2,715   2,671 44
37,137   33,758 3,379
3,435   3,406 29
17,848   18,915 -1,067
57,262   56,079 1,183
4,091   4,019 72
24,464   24,715 -251
13,235   10,245 2,990
31,920   36,135 -4,215
59,286   69,733 -10,447
13,023   16,284 -3,261
2,967   3,078 -111
55,392   56,553 -1,161
47,404   57,144 -9,740
1,009   1,133 -124
1,284   1,176 108
17,934   16,659 1,275
1,328   1,579 -251
68,879   68,476 403
2,322   2,340 -18
1,878   1,922 -44
22,089   25,629 -3,540
25,543   30,049 -4,506
48,413   48,413  
106   106  
9,138   8,112 1,026
92,302   93,742 -1,440
90,122   93,400 -3,278
57,454   62,504 -5,050
65,367   62,024 3,343
23,520   20,307 3,213
74,339   74,695 -356
33,338   32,737 601
29,547   29,084 463
227,929   218,899 9,030
71,449   66,260 5,189
53,391   47,755 5,636
14,120   14,106 14
52,572   51,037 1,535
82,531   80,223 2,308
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
      38,324
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       2,551
b       14
c       35
d       -367
e       570
      17
      -419
      9
      1,523
      -1,446
      1,424
      5,547
      349
      79
      33
      -8,747
      374
      1,374
      -178
      2,952
      3
       
      24
      -3,523
      161
      48
      34
      582
      -127
      1,307
      1,169
      701
      755
      1,501
      857
      721
      179
      116
      711
      1,379
      282
      5,681
      -58
      7,887
      5,274
      1,845
      171
      101
      290
      -2
      -280
      -6
      7,007
      204
      3,900
      67
      -9
      -1,161
      -632
      -1,097
      -42
      -4,953
      -4,869
      -728
      22,539
      -1,894
      -36
      -320
      -346
       
      2,439
      133
      223
      -618
      -3,423
      -614
      853
      -327
      4
      72
      -535
      -1,859
      610
      754
      -1,722
      44
      3,379
      29
      -1,067
      1,183
      72
      -251
      2,990
      -4,215
      -10,447
      -3,261
      -111
      -1,161
      -9,740
      -124
      108
      1,275
      -251
      403
      -18
      -44
      -3,540
      -4,506
       
       
      1,026
      -1,440
      -3,278
      -5,050
      3,343
      3,213
      -356
      601
      463
      9,030
      5,189
      5,636
      14
      1,535
      2,308
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 78,402
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 2,080
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 2,080
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 2,080
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,017
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 2,017
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 63
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 arrowSEE FOOTNOTE
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 209-4802

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		46,437    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,668,698
b
Average of monthly cash balances.......................
1b
140,909
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,809,607
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
3,809,607
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,144
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,752,463
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
187,623
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
187,623
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,080
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,080
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
185,543
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
185,543
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
185,543
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
170,363
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
170,363
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 7 185,543
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 151,589
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 170,363
a Applied to 2023, but not more than line 2a 151,589
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..... 18,774
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		166,769
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PNC Charitable Trust Grant Review C
Tower PNC Plaza 300 Fifth Ave MS
Pittsburgh,PA15222
(412) 209-4802
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTE
cAny submission deadlines:
SEE FOOTNOTE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTE
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

CAPITAL UNIV FBO ETHAN SHADDINGER

1 COLLEGE AND MAIN
COLUMBUS,OH43209 		NONE I SCHOLARSHIP 6,627

WEST LIBERTY UNIV FBO MASON STOLL

500 FIRST AVE P7-PFSC-03-Z
WEST LIBERTY,WV26074 		NONE I SCHOLARSHIP 6,627

VAGABOND MISSION

301 N 4TH ST
Steubenville,OH43952 		NONE PC GENERAL SUPPORT 8,000

PRIME TIME OFFICE ON AGING

300 LOVERS LANE
Steubenville,OH43953 		NONE PC GENERAL SUPPORT 20,000

HILLTOP CHILDRENS HOUSE

1300 MARYLAND AVENUE
Steubenville,OH43952 		NONE PC GENERAL SUPPORT 7,500

The Steubenville Cultural Trust

PO BOX 972
Steubenville,OH43952 		NONE PC GENERAL SUPPORT 15,000

Ohio Valley Health Center

380 SUMMIT AVENUE SUITE 202
STEUBENVILLE,OH43952 		NONE PC GENERAL SUPPORT 15,756

UNITED WAY OF JEFFERSON COUNTY

PO BOX 1463
STEUBENVILLE,OH439526463 		NONE PUBLIC CHARITY UW 2-1-1 INFOR AND REFERRAL 17,200

VALLEY HOSPICE

380 SUMMIT AVENUE
STEUBENVILLE,OH43952 		NONE PUBLIC CHARITY CARE CENTER SUPPORT 12,378

The Harmonium Project

329 4TH STREET
Steubenville,OH43952 		NONE PC GENERAL SUPPORT 12,500

OHIO VALLEY YOUTH NETWORK

301 N 4TH STREET
STUEBENVILLE,OH43952 		NONE PC GENERAL SUPPORT 30,000
Total .................................right arrow 3a 151,588
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 ....     14 100,405  
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 78,402  
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) ..   178,807  
13Total. Add line 12, columns (b), (d), and (e)..................
13
178,807
(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:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsOtherSchedule2
Name:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
024525669 AMERICAN BEACON AHL AT COST 18,119 15,115
03463K406 ANGEL OAK MULTI-STRA AT COST 31,771 32,036
057071854 BAIRD AGGREGATE BOND AT COST 187,153 182,424
09250J734 BLACKROCK EVENT DRIV AT COST 36,008 39,257
09260B382 BLACKROCK STRATEGIC      
317609295 SEAFARER OVERSEAS GR AT COST 66,394 70,931
464287200 ISHARES CORE S&P 500 AT COST 1,111,969 1,564,460
464287465 ISHARES MSCI EAFE ET      
464287655 ISHARES RUSSELL 2000      
552746364 MFS EMERGING MKTS DE AT COST 52,424 50,297
74440Y884 PGIM HIGH YIELD FUND AT COST 67,696 67,555
89355J656 TRANSAMERICA SM CAP      
258620533 DOUBLELINE FLEXIBLE      
27830W108 EV GL MACR ABS RTRN AT COST 32,916 37,093
38147X325 GLDMN SCHS ABS RTRN      
413838566 OAKMARK INTL SM CAP-      
464287499 ISHARES RUSSELL MID-      
464288273 ISHARES MSCI EAFE SM      
46434G103 ISHARES CORE MSCI EM AT COST 47,755 53,345
89154M702 TOUCHSTONE SANDS EM      
957663669 WESTERN ASSET CORE P      
00171A852 AMG RR SM CAP VAL-I AT COST 47,663 53,680
464288877 ISHARES MSCI EAFE VA      
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU AT COST 59,041 70,396
608919718 FEDERATED GOVERNMENT      
72201F490 PIMCO INCOME FUND AT COST 65,143 66,691
921937603 VANGUARD TOTAL BD MK AT COST 230,349 232,044
97717X669 WISDOMTREE U.S. QUAL AT COST 82,525 107,087
00170K869 AMG GW&K SC CORE-I      
00770X675 PZENA EMERG MKTS VAL AT COST 52,534 53,203
09260B309 BLACKROCK CORE BOND      
09260B630 BLACKROCK HIGH YIELD      
25434V807 DIMENSIONAL INTERNAT AT COST 141,971 160,537
256210105 DODGE & COX INCOME F AT COST 132,894 133,804
258620566 DOUBLELINE TOTAL RET AT COST 212,199 214,487
461418444 WCM FOCUSED INTL GRO AT COST 161,366 172,887
464287481 ISHARES RUSSELL MID-      
46429B697 ISHARES MSCI USA MIN      
66538H880 MOERUS WORLDWIDE VAL      
77957Y403 T ROWE PR MID-CAP VA      
89155T490 TOUCHSTONE MID CAP-R      
068278803 BARON SMALL CAP FUND AT COST 62,504 57,454
46432F842 ISHARES CORE MSCI EA AT COST 66,260 71,497
74256W584 PRINCIPAL MIDCAP FUN AT COST 139,673 145,183

TY 2024 OtherDecreasesSchedule
Name:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Description Amount
CY PENDING SALES 22,233
COST BASIS ADJ 482


TY 2024 OtherExpensesSchedule
Name:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
ADR SERVICE FEES 1 1   0


TY 2024 OtherIncreasesSchedule
Name:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Description Amount
MUTUAL FUND TIMING ADJ 592


TY 2024 TaxesSchedule
Name:
ESTHER N SIMMONS CHARITABLE TRUST
EIN:
34-6743541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1 1   0
FEDERAL TAX PAYMENT - PRIOR YE 2,015 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,008 0   0
FOREIGN TAXES ON QUALIFIED FOR 875 875   0
FOREIGN TAXES ON NONQUALIFIED 387 387   0