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
JANE L JENKINS 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

34-6512109
B Telephone number (see instructions)

(412) 258-3051
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$5,627,544J 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... 149,756 149,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,607
b Gross sales price for all assets on line 6a 4,981,945
7 Capital gain net income (from Part IV, line 2)... 109,607
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........ 259,363 259,337  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,403 10,722   2,681
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
4,038 1,897   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
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,641 12,619 0 2,881
25 Contributions, gifts, grants paid....... 258,549 258,549
26 Total expenses and disbursements. Add lines 24 and 25 276,190 12,619 0 261,430
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,827
b Net investment income (if negative, enter -0-) 246,718
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......... 279,446 159,993 159,993
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) 251,048 Click to see attachment
List of Attached Documents:
// Content
100,277 		100,053
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).......... 4,029,814 Click to see attachment
List of Attached Documents:
// Content
4,251,607 		5,367,498
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) 4,560,308 4,511,877 5,627,544
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........ 4,560,308 4,511,877
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)..... 4,560,308 4,511,877
30 Total liabilities and net assets/fund balances (see instructions). 4,560,308 4,511,877
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
4,560,308
2
Enter amount from Part I, line 27a .....................
2
-16,827
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,055
4
Add lines 1, 2, and 3 ..........................
4
4,544,536
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
32,659
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,511,877
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 117.218 AMG GW&K SC CORE-I     2024-08-01
b 1485.199 AMG GW&K SC CORE-I   2022-05-31 2024-08-01
c 11.639 AMG RR SM CAP VAL-I   2022-05-31 2024-08-01
d 3259.094 PZENA EMERG MKTS VALUE-INST   2024-05-02 2024-08-01
e 2659.23 BLACKROCK CORE BOND PORTFOLIO   2023-06-09 2024-08-01
1649.502 SEAFARER OVERSEAS GROWTH &     2024-08-01
62. ISHARES CORE S&P 500   2023-10-23 2024-08-01
9. ISHARES CORE S&P 500   2023-06-09 2024-08-01
890. ISHARES RUSSELL MID-CAP GROWTH   2024-02-01 2024-08-01
329. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-08-01
107. ISHARES MSCI USA QUALITY FACTOR   2024-04-01 2024-08-01
60. ISHARES MSCI USA QUALITY FACTOR   2023-03-20 2024-08-01
813.058 PIMCO INCOME FUND     2024-08-01
1131.814 PIMCO INCOME FUND   2023-07-19 2024-08-01
81.892 T ROWE PR MID-CAP VALUE-I   2021-05-17 2024-08-01
49.672 TOUCHSTONE MID CAP-R6   2022-05-06 2024-08-01
1326.915 TRANSAMERICA SM CAP GROW-I2     2024-08-01
13321.421 TRANSAMERICA SM CAP GROW-I2     2024-08-01
4887.653 VANGUARD TOTAL BD MKT INDX 584   2020-11-02 2024-08-02
1211.827 AMG RR SM CAP VAL-I   2022-05-31 2024-09-11
1500.986 PZENA EMERG MKTS VALUE-INST   2024-05-02 2024-09-11
2355.434 PZENA EMERG MKTS VALUE-INST   2023-06-09 2024-09-11
9368.863 BLACKROCK CORE BOND PORTFOLIO   2023-06-09 2024-09-11
68.053 BLACKROCK HIGH YIELD PORTFOLIO   2024-08-01 2024-09-11
6. DIMENSIONAL INTERNATIONAL VA   2024-04-01 2024-09-11
63.787 SEAFARER OVERSEAS GROWTH &   2024-02-01 2024-09-11
740. ISHARES S&P SMALL CAP   2024-08-01 2024-09-11
28. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-09-11
3. ISHARES MSCI USA QUALITY FACTOR   2023-03-20 2024-09-11
58. ISHARES MSCI INTL QUALITY   2024-08-01 2024-09-11
410. ISHARES CORE MSCI DEV MKTS   2024-08-01 2024-09-11
1396.471 MADISON MID CAP FUND-R6   2024-08-01 2024-09-11
3038.36 MOERUS WORLDWIDE VALUE FUND     2024-09-11
294.433 PIMCO INCOME FUND   2024-05-02 2024-09-11
6850.389 PIMCO INCOME FUND   2023-07-19 2024-09-11
649.673 T ROWE PR MID-CAP VALUE-I   2021-05-17 2024-09-11
1772.702 TOUCHSTONE MID CAP-R6   2022-05-06 2024-09-11
5562.994 VANGUARD TOTAL BD MKT INDX 584   2020-11-02 2024-09-11
594. WISDOMTREE U.S. QUALITY DIVI   2024-08-01 2024-09-11
46. WISDOMTREE U.S. QUALITY DIVI   2022-12-14 2024-09-11
142.777 PZENA EMERG MKTS VALUE-INST   2023-06-09 2024-11-11
565.415 ARTISAN INTL SM/MID-INST   2024-09-11 2024-11-11
205.753 BARON SMALL CAP FUND   2024-09-11 2024-11-11
8409.84 BLACKROCK CORE BOND PORTFOLIO     2024-11-11
3491.045 BLACKROCK CORE BOND PORTFOLIO     2024-11-11
194.988 SEAFARER OVERSEAS GROWTH &   2024-02-01 2024-11-11
1473.144 SEAFARER OVERSEAS GROWTH &   2019-12-20 2024-11-11
39. ISHARES CORE S&P 500   2024-09-11 2024-11-11
63. ISHARES CORE S&P 500   2023-10-23 2024-11-11
1385. ISHARES MSCI EAFE VALUE     2024-11-11
577. ISHARES MSCI USA MIN VOL FACTOR   2024-05-02 2024-11-11
1512. ISHARES CORE MSCI DEV MKTS   2024-08-01 2024-11-11
163.016 MADISON MID CAP FUND-R6   2024-08-01 2024-11-11
83.811 MOERUS WORLDWIDE VALUE FUND   2024-04-01 2024-11-11
82.016 T ROWE PR MID-CAP VALUE-I   2021-05-17 2024-11-11
150000. USA TREASURY NOTES 04.500% DUE 11/30/2024   2022-12-14 2024-11-30
73.99 PZENA EMERG MKTS VALUE-INST   2024-12-04 2024-12-12
74.977 BLACKROCK HIGH YIELD PORTFOLIO   2024-12-04 2024-12-12
62.597 SEAFARER OVERSEAS GROWTH &   2024-12-04 2024-12-12
881. ISHARES MSCI USA MIN VOL FACTOR     2024-12-12
675. ISHARES MSCI INTL QUALITY     2024-12-12
4351.75 MADISON MID CAP FUND-R6     2024-12-12
21.396 MOERUS WORLDWIDE VALUE FUND   2024-12-04 2024-12-12
31.928 PIMCO INCOME FUND   2024-12-04 2024-12-12
1186.852 PZENA EMERG MKTS VALUE-INST     2025-01-13
4985.255 PZENA EMERG MKTS VALUE-INST   2023-06-09 2025-01-13
700.324 ARTISAN INTL SM/MID-INST     2025-01-13
830.124 BAIRD AGGREGATE BOND FUND   2024-09-11 2025-01-13
455.189 BLACKROCK HIGH YIELD PORTFOLIO     2025-01-13
2076.509 DODGE & COX INTERNATIONAL     2025-01-13
9956.245 DODGE & COX INCOME FUND     2025-01-13
146. ISHARES MSCI USA QUALITY FACTOR     2025-01-13
595. ISHARES MSCI USA QUALITY FACTOR   2023-03-20 2025-01-13
1347.706 MFS EMERGING MKTS DEBT FD-R6   2019-12-20 2025-01-13
262.12 PIMCO INCOME FUND   2024-12-04 2025-01-13
587.787 VANGUARD TOTAL BD MKT INDX 584   2024-10-15 2025-01-13
2561.658 VANGUARD TOTAL BD MKT INDX 584   2020-11-02 2025-01-13
3061.464 ARTISAN INTL SM/MID-INST     2025-03-17
1886.231 BAIRD AGGREGATE BOND FUND     2025-03-17
98.895 BARON SMALL CAP FUND     2025-03-17
3255.606 BLACKROCK HIGH YIELD PORTFOLIO     2025-03-17
11517.129 BLACKROCK HIGH YIELD PORTFOLIO   2024-02-01 2025-03-17
552.06 DOUBLELINE TOTAL RETURN BOND   2024-09-11 2025-03-17
214.262 SEAFARER OVERSEAS GROWTH &   2024-12-04 2025-03-17
68.34 SEAFARER OVERSEAS GROWTH &   2019-12-20 2025-03-17
161.563 WCM FOCUSED INTL GROWTH-INS   2024-12-04 2025-03-17
173. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-03-17
127. ISHARES CORE MSCI EMERGING   2025-01-13 2025-03-17
334. ISHARES MSCI INTL QUALITY   2024-02-01 2025-03-17
1121.493 MFS EMERGING MKTS DEBT FD-R6   2019-12-20 2025-03-17
54.64 TCW METROPOLITAN WEST   2025-01-13 2025-03-17
3204.715 MOERUS WORLDWIDE VALUE FUND     2025-03-17
152.24 PIMCO INCOME FUND     2025-03-17
34.145 T ROWE PR MID-CAP VALUE-I   2024-12-04 2025-03-17
722.764 T ROWE PR MID-CAP VALUE-I   2021-05-17 2025-03-17
5530.927 TOUCHSTONE SANDS EM GR-R6     2025-03-17
180.393 VANGUARD TOTAL BD MKT INDX 584   2024-10-15 2025-03-17
358. WISDOMTREE U.S. QUALITY DIVI     2025-03-17
270. WISDOMTREE U.S. QUALITY DIVI   2022-12-14 2025-03-17
3288.075 AMG RR SM CAP VAL-I     2025-04-22
9043.699 BAIRD AGGREGATE BOND FUND     2025-04-22
258.424 BAIRD AGGREGATE BOND FUND   2024-02-01 2025-04-22
706.949 BARON SMALL CAP FUND   2024-09-11 2025-04-22
117. DIMENSIONAL INTERNATIONAL VA   2025-03-17 2025-04-22
6802.417 DODGE & COX INCOME FUND     2025-04-22
643. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-04-22
15. ISHARES RUSSELL MID-CAP GROWTH   2025-01-13 2025-04-22
51. ISHARES MSCI INTL QUALITY   2025-01-13 2025-04-22
679. ISHARES MSCI INTL QUALITY     2025-04-22
172.782 MFS EMERGING MKTS DEBT FD-R6   2019-12-20 2025-04-22
10223.936 TCW METROPOLITAN WEST   2025-01-13 2025-04-22
336.576 PIMCO INCOME FUND   2024-11-11 2025-04-22
612.814 PGIM HIGH YIELD FUND   2025-03-17 2025-04-22
1181.893 T ROWE PR MID-CAP VALUE-I     2025-04-22
1390.649 T ROWE PR MID-CAP VALUE-I     2025-04-22
328.21 AMG RR SM CAP VAL-I   2025-03-17 2025-05-30
569.19 AMG RR SM CAP VAL-I   2022-05-31 2025-05-30
3441.98 BAIRD AGGREGATE BOND FUND   2024-11-11 2025-05-30
25079.85 BAIRD AGGREGATE BOND FUND     2025-05-30
2756.35 BARON SMALL CAP FUND     2025-05-30
1227. DIMENSIONAL INTERNATIONAL VA     2025-05-30
1974. DIMENSIONAL INTERNATIONAL VA   2024-04-01 2025-05-30
5632.64 DOUBLELINE TOTAL RETURN BOND     2025-05-30
13109.36 DOUBLELINE TOTAL RETURN BOND     2025-05-30
1718.81 WCM FOCUSED INTL GROWTH-INS     2025-05-30
586. ISHARES CORE S&P 500     2025-05-30
1317. ISHARES CORE MSCI EAFE ETF   2025-04-22 2025-05-30
1431. ISHARES CORE MSCI EMERGING     2025-05-30
2482.94 PIMCO INCOME FUND   2024-11-11 2025-05-30
7070.32 PIMCO INCOME FUND     2025-05-30
2734.7 PRINCIPAL MIDCAP FUND-R6     2025-05-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 3,815   3,210 605
b 48,343   42,610 5,733
c 189   170 19
d 41,553   42,075 -522
e 22,231   22,140 91
20,140   20,429 -289
33,653   26,310 7,343
4,885   3,875 1,010
96,077   93,377 2,700
28,501   26,482 2,019
18,055   17,519 536
10,124   7,182 2,942
8,692   8,600 92
12,099   11,873 226
2,856   3,004 -148
2,785   2,176 609
9,182   8,278 904
92,184   104,348 -12,164
47,948   56,452 -8,504
18,820   17,681 1,139
18,972   19,378 -406
29,773   28,006 1,767
80,010   78,002 2,008
489   484 5
219   219  
804   785 19
96,094   101,127 -5,033
2,490   2,254 236
511   359 152
2,281   2,234 47
27,777   26,948 829
24,089   24,271 -182
49,009   46,628 2,381
3,177   3,080 97
73,916   71,861 2,055
22,609   23,830 -1,221
97,977   77,662 20,315
55,241   64,253 -9,012
47,373   46,630 743
3,669   2,912 757
1,932   1,698 234
10,494   10,330 164
8,210   7,214 996
69,381   67,999 1,382
28,801   29,038 -237
2,400   2,400  
18,134   18,046 88
23,447   21,205 2,242
37,876   26,735 11,141
75,868   73,265 2,603
53,959   46,445 7,514
102,017   99,381 2,636
3,068   2,833 235
1,434   1,285 149
3,117   3,008 109
150,000   150,000  
989   980 9
541   541  
759   772 -13
81,272   71,301 9,971
26,379   26,001 378
81,334   75,784 5,550
373   373  
339   341 -2
13,779   14,447 -668
57,879   59,275 -1,396
11,870   12,832 -962
7,928   8,409 -481
3,218   3,282 -64
102,185   111,851 -9,666
121,665   128,868 -7,203
25,663   26,928 -1,265
104,587   71,219 33,368
15,943   20,013 -4,070
2,731   2,797 -66
5,508   5,731 -223
24,003   29,587 -5,584
55,015   55,928 -913
18,504   18,886 -382
3,077   3,916 -839
23,017   22,955 62
81,426   80,965 461
4,875   5,029 -154
2,635   2,644 -9
841   837 4
3,916   4,257 -341
20,934   23,371 -2,437
7,100   6,443 657
13,695   12,632 1,063
13,525   16,654 -3,129
566   557 9
54,672   49,276 5,396
1,629   1,617 12
1,068   1,316 -248
22,601   26,511 -3,910
84,291   82,624 1,667
1,734   1,759 -25
28,716   30,470 -1,754
21,657   17,091 4,566
48,532   55,220 -6,688
87,724   89,180 -1,456
2,507   2,553 -46
19,823   24,786 -4,963
4,568   4,739 -171
84,418   86,066 -1,648
72,059   86,864 -14,805
1,681   1,889 -208
2,046   1,874 172
27,241   25,393 1,848
2,028   2,566 -538
104,795   104,182 613
3,544   3,571 -27
2,868   2,935 -67
33,294   38,641 -5,347
39,175   49,913 -10,738
5,143   5,163 -20
8,919   8,305 614
33,490   33,765 -275
244,027   242,861 1,166
87,404   95,129 -7,725
51,812   48,562 3,250
83,355   72,213 11,142
49,229   51,007 -1,778
114,576   115,887 -1,311
44,947   44,349 598
346,925   343,386 3,539
108,659   100,767 7,892
81,193   72,619 8,574
26,369   26,344 25
75,087   72,541 2,546
125,549   122,402 3,147
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
      55,769
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       605
b       5,733
c       19
d       -522
e       91
      -289
      7,343
      1,010
      2,700
      2,019
      536
      2,942
      92
      226
      -148
      609
      904
      -12,164
      -8,504
      1,139
      -406
      1,767
      2,008
      5
       
      19
      -5,033
      236
      152
      47
      829
      -182
      2,381
      97
      2,055
      -1,221
      20,315
      -9,012
      743
      757
      234
      164
      996
      1,382
      -237
       
      88
      2,242
      11,141
      2,603
      7,514
      2,636
      235
      149
      109
       
      9
       
      -13
      9,971
      378
      5,550
       
      -2
      -668
      -1,396
      -962
      -481
      -64
      -9,666
      -7,203
      -1,265
      33,368
      -4,070
      -66
      -223
      -5,584
      -913
      -382
      -839
      62
      461
      -154
      -9
      4
      -341
      -2,437
      657
      1,063
      -3,129
      9
      5,396
      12
      -248
      -3,910
      1,667
      -25
      -1,754
      4,566
      -6,688
      -1,456
      -46
      -4,963
      -171
      -1,648
      -14,805
      -208
      172
      1,848
      -538
      613
      -27
      -67
      -5,347
      -10,738
      -20
      614
      -275
      1,166
      -7,725
      3,250
      11,142
      -1,778
      -1,311
      598
      3,539
      7,892
      8,574
      25
      2,546
      3,147
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 109,607
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 3,429
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 3,429
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 3,429
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,775
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 1,775
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 1,654
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 arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 258-3051

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)
 
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
PNC BANK N A TRUSTEE
1 		13,403    
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
5,348,385
b
Average of monthly cash balances.......................
1b
249,007
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,597,392
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
5,597,392
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,961
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,513,431
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
275,672
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
275,672
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,429
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,429
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
272,243
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
272,243
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
272,243
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
261,430
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
261,430
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 7 272,243
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...... 0
b From 2020...... 0
c From 2021...... 67,475
d From 2022...... 60,320
e From 2023...... 0
f Total of lines 3a through e ........ 127,795
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 261,430
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..... 261,430
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 10,813 10,813
(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 5 116,982
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 ...... 		116,982
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 56,662
c Excess from 2022.... 60,320
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 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

THE ANIMAL PROTECTIVE LEAGUE

1729 WILLEY AVENUE
CLEVELAND,OH441134302 		NONE PC GENERAL SUPPORT 86,183

VOCATIONAL GUIDANCE SERVICES

2239 E 55TH STREET
CLEVELAND,OH441034451 		NONE PC GENERAL SUPPORT 86,183

CLEVELAND SIGHT CENTER

1909 EAST 101ST STREET
CLEVELAND,OH441064110 		NONE PC GENERAL SUPPORT 86,183
Total .................................right arrow 3a 258,549
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 ....     14 149,756  
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 ............ 		    18 109,607  
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) ..   259,363  
13Total. Add line 12, columns (b), (d), and (e)..................
13
259,363
(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:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
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 InvestmentsGovtObligationsSch
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
US Government Securities - End of Year Book Value:

100,277
US Government Securities - End of Year Fair Market Value:

100,053
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC      
317609295 SEAFARER OVERSEAS GR AT COST 101,669 107,906
461418444 WCM FOCUSED INTL GRO AT COST 243,908 263,009
464287200 ISHARES CORE S&P 500 AT COST 1,402,693 2,380,443
464288273 ISHARES MSCI EAFE SM      
46432F842 ISHARES CORE MSCI EA AT COST 100,767 108,732
46434G103 ISHARES CORE MSCI EM AT COST 72,619 81,123
552746364 MFS EMERGING MKTS DE AT COST 79,226 76,516
74440Y884 PGIM HIGH YIELD FUND AT COST 102,985 102,770
89355J656 TRANSAMERICA SM CAP      
921937603 VANGUARD TOTAL BD MK AT COST 352,025 353,002
921939203 VANGUARD INTERNATION      
413838566 OAKMARK INTL SM CAP-      
464287598 ISHARES RUSSELL 1000      
77957Y403 T ROWE PR MID-CAP VA      
89154M702 TOUCHSTONE SANDS EM      
89155T490 TOUCHSTONE MID CAP-R      
957663669 WESTERN ASSET CORE P      
00170K869 AMG GW&K SC CORE-I      
00171A852 AMG RR SM CAP VAL-I AT COST 76,407 81,661
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 276,647 277,517
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU AT COST 90,008 107,093
592905749 METROPOLITAN WEST UN      
608919718 FEDERATED GOVERNMENT      
97717X669 WISDOMTREE U.S. QUAL AT COST 127,747 163,014
00770X675 PZENA EMERG MKTS VAL AT COST 79,919 80,936
09260B309 BLACKROCK CORE BOND      
09260B630 BLACKROCK HIGH YIELD      
25434V807 DIMENSIONAL INTERNAT AT COST 211,541 244,209
256210105 DODGE & COX INCOME F AT COST 198,997 203,552
258620566 DOUBLELINE TOTAL RET AT COST 327,594 326,294
464287481 ISHARES RUSSELL MID-      
464288877 ISHARES MSCI EAFE VA      
46429B697 ISHARES MSCI USA MIN      
66538H880 MOERUS WORLDWIDE VAL      
72201F490 PIMCO INCOME FUND AT COST 98,885 101,455
068278803 BARON SMALL CAP FUND AT COST 95,129 87,404
74256W584 PRINCIPAL MIDCAP FUN AT COST 212,841 220,862

TY 2024 OtherDecreasesSchedule
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
Description Amount
CY PENDING SALES 31,364
COST BASIS ADJ 1,253
COST ADJUSTMENT FOR AMORTIZATION 42


TY 2024 OtherExpensesSchedule
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
Description Amount
MUTUAL FUND TIMING ADJ 1,055


TY 2024 TaxesSchedule
Name:
JANE L JENKINS CHARITABLE TRUST
EIN:
34-6512109
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,254 0   0
FEDERAL ESTIMATES - PRINCIPAL 887 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,372 1,372   0
FOREIGN TAXES ON NONQUALIFIED 525 525   0