Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
LONGABAUGH G P & H E CHARITABLE TR
 
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

25-6582681
B Telephone number (see instructions)

(216) 222-3075
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,178,637J 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... 57,723 57,365  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 279,233
b Gross sales price for all assets on line 6a 2,208,780
7 Capital gain net income (from Part IV, line 2)... 279,233
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........ 336,956 336,598  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,670 20,536   5,134
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
1,253 720   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,923 21,256 0 5,134
25 Contributions, gifts, grants paid....... 85,612 85,612
26 Total expenses and disbursements. Add lines 24 and 25 112,535 21,256 0 90,746
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 224,421
b Net investment income (if negative, enter -0-) 315,342
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......... 70,430 109,641 109,641
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)....... 108,441    
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).......... 1,612,045 Click to see attachment
List of Attached Documents:
// Content
1,905,430 		2,068,996
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,790,916 2,015,071 2,178,637
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........ 1,790,916 2,015,071
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)..... 1,790,916 2,015,071
30 Total liabilities and net assets/fund balances (see instructions). 1,790,916 2,015,071
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,790,916
2
Enter amount from Part I, line 27a .....................
2
224,421
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,413
4
Add lines 1, 2, and 3 ..........................
4
2,018,750
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,679
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,015,071
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 996.014 AMERICAN BEACON AHL MANAGED FUTURES STRATEGY FUND R5 CLASS   2020-07-29 2024-01-03
b 2046.028 ANGEL OAK MULTI-STRATEGY INCOME FUND INSTL CLASS   2020-05-04 2024-01-03
c 2079.433 BLACKROCK EVENT DRIVEN EQ-IS FD-0443   2020-05-04 2024-01-03
d 1896.299 EV GL MACR ABS RTRN ADV FUND CLASS R6 FD 1072   2020-05-04 2024-01-03
e 29. ABBOTT LABORATORIES INC   2021-02-10 2024-01-05
28. ABBVIE INC   2020-02-12 2024-01-05
5. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-01-05
1217.772 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2018-12-07 2024-01-05
8. ALPHABET INC/CA-CL A   2023-10-03 2024-01-05
65. ALPHABET INC/CA-CL A   2008-02-08 2024-01-05
7. AMAZON COM INC   2023-08-25 2024-01-05
54. AMAZON COM INC   2018-02-02 2024-01-05
8. AMERICAN WATER WORKS CO INC   2016-02-09 2024-01-05
88. APPLE INC   2009-06-01 2024-01-05
2053.782 ARTISAN INTERNATIONAL INSTITUTIONAL FUND 662   2012-11-19 2024-01-05
1. AUTOZONE INC   2018-10-11 2024-01-05
26. BANK OF AMERICA CORP   2023-11-28 2024-01-05
67. BANK OF AMERICA CORP   2018-07-27 2024-01-05
3. BLACKROCK INC EXCH 10/02/2024   2020-08-07 2024-01-05
13827.762 BLACKROCK TOTAL RETURN-I   2020-02-07 2024-01-05
19. BLACKSTONE INC   2021-11-22 2024-01-05
46. BOSTON SCIENTIFIC CORP   2023-09-06 2024-01-05
5. BROADCOM INC   2019-02-08 2024-01-05
10. CDW CORP/DE   2019-07-11 2024-01-05
86. CSX CORP   2023-07-07 2024-01-05
10. CADENCE DESIGN SYSTEMS INC   2023-03-14 2024-01-05
14. CELANESE CORP   2023-04-12 2024-01-05
15. CHEVRON CORPORATION   2022-03-03 2024-01-05
6. CINTAS CORP   2019-04-25 2024-01-05
45. COMCAST CORPORATION CL A   2011-12-22 2024-01-05
4. COSTCO WHOLESALE CORP   2018-07-27 2024-01-05
5. DEERE & CO   2021-01-13 2024-01-05
2186.252 DODGE & COX INTERNATIONAL STOCK FUND 1048   2008-06-19 2024-01-05
9673.916 DOUBLELINE FLEXIBLE INC-R6   2020-02-07 2024-01-05
39. EXXON MOBIL CORP   2021-02-19 2024-01-05
5. META PLATFORMS INC   2023-04-12 2024-01-05
4. META PLATFORMS INC   2023-10-03 2024-01-05
9. META PLATFORMS INC   2016-03-03 2024-01-05
51. FOX CORP - CLASS A - W/I   2022-04-20 2024-01-05
8707.009 HARBOR LARGE CAP VALUE-RET   2021-08-20 2024-01-05
747.384 HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND   2009-03-26 2024-01-05
12. HOME DEPOT INC   2012-01-11 2024-01-05
16. HONEYWELL INTL INC   2023-10-16 2024-01-05
10. ILLINOIS TOOL WORKS INC   2023-11-28 2024-01-05
48. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2024-01-05
236. INVESCO QQQ TRUST ETF   2020-11-27 2024-01-05
2295. ISHARES RUSSELL MID-CAP ETF   2009-06-22 2024-01-05
1163. ISHARES CORE S&P SMALL CAP ETF   2020-02-07 2024-01-05
693. ISHARES MSCI EAFE SMALL-CAP ETF   2015-09-23 2024-01-05
875. ISHARES CORE MSCI EAFE ETF ETF   2018-10-05 2024-01-05
25. JPMORGAN CHASE & CO   2009-06-01 2024-01-05
4. LAM RESEARCH CORP EXCH 10/03/2024   2020-01-17 2024-01-05
4538.632 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-10-05 2024-01-05
10. ELI LILLY & CO   2018-07-16 2024-01-05
10. MASTERCARD INC CL A   2021-11-22 2024-01-05
8. MCDONALD'S CORP   2022-11-22 2024-01-05
44. MERCK & CO INC   2019-10-10 2024-01-05
51. MICROSOFT CORP   2006-07-24 2024-01-05
24. MORGAN STANLEY   2020-01-27 2024-01-05
6. MOTOROLA SOLUTIONS INC   2019-10-04 2024-01-05
18. PEPSICO INC   2023-09-06 2024-01-05
30. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2024-01-05
17. PROCTER & GAMBLE CO   2018-10-26 2024-01-05
11. QUANTA SVCS INC   2020-09-03 2024-01-05
5318.919 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2020-02-13 2024-01-05
6. S&P GLOBAL INC   2016-05-24 2024-01-05
56. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-01-05
4. SERVICE NOW INC   2023-06-02 2024-01-05
9. STRYKER CORP   2019-08-08 2024-01-05
27. TJX COMPANIES INC NEW   2023-02-09 2024-01-05
6. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-06-02 2024-01-05
14. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-01-05
4. TELEDYNE TECHNOLOGIES INC   2019-11-08 2024-01-05
10. UNITEDHEALTH GROUP INC   2016-10-31 2024-01-05
707. VANGUARD FTSE EMERGING MARKETS ETF   2010-08-20 2024-01-05
13. VISA INC CLASS A SHARES   2013-02-11 2024-01-05
16. WEC ENERGY GROUP INC   2009-06-24 2024-01-05
34. WISDOMTREE U.S. QUALITY DIVI ETF   2024-01-03 2024-01-05
124. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-01-05
11. ZOETIS INC   2021-12-17 2024-01-05
9. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-01-05
16. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-05
11. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-01-05
118.662 WCM FOCUSED INTL GROWTH-INS   2024-01-05 2024-02-05
3. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-01-03 2024-02-05
2741.927 MFS EMERGING MKTS DEBT FD-R6   2020-02-13 2024-02-05
147.074 SPYGLASS GROWTH FUND-INST   2024-01-05 2024-02-05
5295.712 PGIM HIGH YIELD FUND CLASS R6   2020-02-07 2024-02-05
11.905 TOUCHSTONE MID CAP-R6   2024-01-05 2024-02-05
41.299 TRANSAMERICA SM CAP GROW-I2   2024-01-03 2024-02-05
1177.858 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2020-02-07 2024-02-05
5726.479 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2020-02-07 2024-02-05
12. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-02-05
1430.541 LSV SMALL CAP FUND-INST   2024-01-03 2024-06-11
19. ISHARES CORE S&P 500 ETF   2024-02-05 2024-06-11
2873.211 NUANCE MID CAP VALUE-Z   2024-01-03 2024-06-11
2331.045 SPYGLASS GROWTH FUND-INST   2024-01-03 2024-06-11
3865.435 TRANSAMERICA SM CAP GROW-I2   2024-01-03 2024-06-11
23.6 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2024-01-03 2024-06-11
669.512 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2020-02-07 2024-06-11
3. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-06-11
8078.923 WASATCH INTL OPPORTUNIT-INST   2024-01-03 2024-08-20
79.079 DODGE & COX INCOME FUND FD 147   2024-01-03 2024-08-26
41.672 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2024-01-03 2024-08-26
13. ISHARES CORE S&P 500 ETF   2024-02-05 2024-08-26
8. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-01-03 2024-08-26
762.878 ALLSPRING CORE BOND FUND   2024-01-03 2024-08-26
429.881 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2024-01-03 2024-08-26
12372.837 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2020-02-07 2024-08-26
15. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-08-26
43. ISHARES CORE S&P 500 ETF   2024-02-05 2024-10-08
13. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-01-03 2024-10-08
1322.489 ALLSPRING CORE BOND FUND   2024-01-05 2024-10-08
29. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-10-08
240.537 PZENA EMERG MKTS VALUE-INST   2024-01-03 2024-10-16
114.342 DODGE & COX INCOME FUND FD 147   2024-10-08 2024-10-16
203.077 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2024-01-03 2024-10-16
86.81 HARBOR MID CAP VALUE   2024-06-11 2024-10-16
56.02 WCM FOCUSED INTL GROWTH-INS   2024-01-05 2024-10-16
45. ISHARES CORE S&P 500 ETF   2024-02-05 2024-10-16
22. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-01-05 2024-10-16
33. WISDOMTREE U.S. QUALITY DIVI ETF   2020-11-27 2024-10-16
586. ISHARES MSCI USA MIN VOL FACTOR ETF   2024-01-05 2024-11-19
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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 9,681   10,696 -1,015
b 17,289   19,887 -2,598
c 20,649   19,934 715
d 18,944   18,952 -8
e 3,200   3,520 -320
4,549   2,644 1,905
1,355   1,264 91
62,557   43,752 18,805
1,092   1,063 29
8,870   2,100 6,770
1,020   923 97
7,869   4,540 3,329
1,055   525 530
15,977   1,848 14,129
54,898   50,000 4,898
2,557   778 1,779
892   767 125
2,298   1,949 349
2,349   1,876 473
137,171   167,592 -30,421
2,319   2,758 -439
2,680   2,489 191
5,227   1,364 3,863
2,141   1,151 990
2,982   2,864 118
2,548   2,084 464
2,109   1,542 567
2,268   2,332 -64
3,483   1,297 2,186
1,939   1,207 732
2,626   879 1,747
1,959   1,511 448
106,864   82,000 24,864
82,228   94,553 -12,325
4,011   2,040 1,971
1,746   1,077 669
1,397   1,212 185
3,143   992 2,151
1,547   1,999 -452
185,111   200,000 -14,889
29,731   20,000 9,731
4,100   1,906 2,194
3,255   2,996 259
2,591   2,412 179
1,559   1,078 481
93,659   70,696 22,963
174,361   36,301 138,060
121,899   96,079 25,820
41,888   34,912 6,976
60,563   52,238 8,325
4,318   917 3,401
2,925   1,216 1,709
69,532   69,940 -408
6,113   893 5,220
4,206   3,270 936
2,312   2,196 116
5,147   3,582 1,565
18,847   1,226 17,621
2,242   1,276 966
1,858   994 864
3,072   3,143 -71
2,867   3,009 -142
2,519   1,661 858
2,197   569 1,628
50,317   52,445 -2,128
2,570   668 1,902
2,914   1,759 1,155
2,693   2,193 500
2,678   2,108 570
2,496   2,192 304
595   593 2
1,389   1,478 -89
1,742   1,369 373
5,375   2,497 2,878
28,619   28,219 400
3,386   1,080 2,306
1,373   322 1,051
2,365   2,376 -11
8,626   6,543 2,083
2,132   2,211 -79
3,042   1,598 1,444
1,588   1,236 352
2,510   2,197 313
2,783   2,640 143
240   235 5
32,163   41,595 -9,432
2,203   2,046 157
24,837   29,444 -4,607
621   603 18
265   262 3
33,687   34,028 -341
53,485   69,938 -16,453
863   633 230
25,478   25,347 131
10,171   9,412 759
35,743   35,887 -144
35,106   32,416 2,690
25,589   24,357 1,232
711   681 30
20,172   19,342 830
230   158 72
26,095   24,652 1,443
1,024   994 30
376   368 8
7,325   6,440 885
725   627 98
8,621   8,470 151
4,097   4,084 13
117,913   148,973 -31,060
1,226   792 434
24,637   21,300 3,337
1,176   1,018 158
14,812   14,627 185
2,394   1,530 864
3,307   2,879 428
1,466   1,462 4
1,811   1,791 20
2,452   2,192 260
1,460   1,246 214
26,333   22,291 4,042
2,040   1,718 322
2,790   1,741 1,049
53,330   45,773 7,557
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
      18,252
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       -1,015
b       -2,598
c       715
d       -8
e       -320
      1,905
      91
      18,805
      29
      6,770
      97
      3,329
      530
      14,129
      4,898
      1,779
      125
      349
      473
      -30,421
      -439
      191
      3,863
      990
      118
      464
      567
      -64
      2,186
      732
      1,747
      448
      24,864
      -12,325
      1,971
      669
      185
      2,151
      -452
      -14,889
      9,731
      2,194
      259
      179
      481
      22,963
      138,060
      25,820
      6,976
      8,325
      3,401
      1,709
      -408
      5,220
      936
      116
      1,565
      17,621
      966
      864
      -71
      -142
      858
      1,628
      -2,128
      1,902
      1,155
      500
      570
      304
      2
      -89
      373
      2,878
      400
      2,306
      1,051
      -11
      2,083
      -79
      1,444
      352
      313
      143
      5
      -9,432
      157
      -4,607
      18
      3
      -341
      -16,453
      230
      131
      759
      -144
      2,690
      1,232
      30
      830
      72
      1,443
      30
      8
      885
      98
      151
      13
      -31,060
      434
      3,337
      158
      185
      864
      428
      4
      20
      260
      214
      4,042
      322
      1,049
      7,557
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 279,233
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 4,383
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 4,383
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 4,383
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 797
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.............. 7 797
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 3,586
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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (216) 222-3075

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
6 		25,670    
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
2,190,037
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,190,037
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,190,037
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,851
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,157,186
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
107,859
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
107,859
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,383
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,383
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,476
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
103,476
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
103,476
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
90,746
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
90,746
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 7 103,476
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 85,613
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$ 90,746
a Applied to 2023, but not more than line 2a 85,613
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..... 5,133
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 .......... 		98,343
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 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

UPMC MCKEESPORT HOSPITAL

1500 5TH AVE
MCKEESPORT,PA15213 		NONE PC GENERAL SUPPORT 29,519

ROUND HILL PRESBYTERIAN CHURCH

2150 ROUND HILL CHURCH RD
ELIZABETH,PA150379108 		NONE PC GENERAL SUPPORT 2,962

MCKEESPORT PRESBYTERIAN CHURCH

1510 VERSAILLES AVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 29,519

SHRINERS HOSPITALS FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33631 		NONE PC GENERAL SUPPORT 23,612
Total .................................right arrow 3a 85,612
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 57,723  
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 ............ 		    18 279,233  
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) ..   336,956  
13Total. Add line 12, columns (b), (d), and (e)..................
13
336,956
(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 InvestmentsCorpStockSchedule
Name:
LONGABAUGH G P & H E CHARITABLE TR
EIN:
25-6582681
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP    
437076102 HOME DEPOT INC    
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO    
594918104 MICROSOFT CORP    
617446448 MORGAN STANLEY    
620076307 MOTOROLA SOLUTIONS I    
742718109 PROCTER & GAMBLE CO    
863667101 STRYKER CORP    
874039100 TAIWAN SEMICONDUCTOR    
879360105 TELEDYNE TECHNOLOGIE    
74762E102 QUANTA SVCS INC    
00287Y109 ABBVIE INC    
02079K305 ALPHABET INC/CA-CL A    
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR    
30303M102 META PLATFORMS INC    
46625H100 JPMORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
78409V104 S&P GLOBAL INC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CLASS A SHA    
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC    
053332102 AUTOZONE INC    
060505104 BANK OF AMERICA CORP    
09260D107 BLACKSTONE INC    
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP    
57636Q104 MASTERCARD INC CL A    
718172109 PHILIP MORRIS INTERN    
806857108 SCHLUMBERGER LTD SED    
98978V103 ZOETIS INC    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION    
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP    
101137107 BOSTON SCIENTIFIC CO    
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE    
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC    
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC    
872540109 TJX COMPANIES INC NE    
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ    

TY 2024 InvestmentsOtherSchedule2
Name:
LONGABAUGH G P & H E CHARITABLE TR
EIN:
25-6582681
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256206103 DODGE & COX INTERNAT      
412295305 HARDING LOEVNER EMER      
464287499 ISHARES RUSSELL MID-      
464287804 ISHARES CORE S&P SMA      
464288273 ISHARES MSCI EAFE SM      
552746364 MFS EMERGING MKTS DE AT COST 42,946 37,285
922042858 VANGUARD FTSE EMERGI      
46090E103 INVESCO QQQ TRUST ET      
03463K406 ANGEL OAK MULTI-STRA      
09250J734 BLACKROCK EVENT DRIV      
09252M883 BLACKROCK TOTAL RETU AT COST 126,862 121,759
46432F842 ISHARES CORE MSCI EA      
52106N459 LAZARD GLOBAL LISTED      
74440Y884 PGIM HIGH YIELD FUND AT COST 52,135 48,418
89609H704 TRIBUTARY SMALL COMP      
97717X669 WISDOMTREE U.S. QUAL AT COST 41,390 74,213
01878T855 ALLIANCE BERNSTEIN C      
024525669 AMERICAN BEACON AHL      
04314H402 ARTISAN INTERNATIONA      
258620533 DOUBLELINE FLEXIBLE      
27830W108 EV GL MACR ABS RTRN      
411512478 HARBOR LARGE CAP VAL      
77958B402 T ROWE PRICE INSTITU      
957663669 WESTERN ASSET CORE P      
00171A852 AMG RR SM CAP VAL-I AT COST 36,516 38,242
00770X675 PZENA EMERG MKTS VAL AT COST 37,815 37,558
04314H576 ARTISAN INTL SM/MID- AT COST 26,014 24,336
057071813 BAIRD MIDCAP INST AT COST 36,516 36,239
25434V807 DIMENSIONAL INTERNAT AT COST 41,366 42,505
256210105 DODGE & COX INCOME F AT COST 137,683 136,343
258620566 DOUBLELINE TOTAL RET AT COST 68,054 67,435
317609295 SEAFARER OVERSEAS GR AT COST 50,255 47,136
411512460 HARBOR MID CAP VALUE AT COST 34,324 34,976
413838566 OAKMARK INTL SM CAP- AT COST 25,006 23,553
461418444 WCM FOCUSED INTL GRO AT COST 74,867 73,229
464287200 ISHARES CORE S&P 500 AT COST 659,101 805,903
46429B267 ISHARES U S TREASURY AT COST 91,361 91,552
46434V456 ISHARES MSCI INTL QU AT COST 69,854 70,120
543069405 LONGLEAF PARTNERS FD AT COST 40,742 39,121
589619824 MERIDIAN SMALL CAP G AT COST 36,516 38,827
89154M702 TOUCHSTONE SANDS EM AT COST 40,109 42,015
89155T490 TOUCHSTONE MID CAP-R AT COST 38,781 42,497
94987W794 ALLSPRING CORE BOND AT COST 97,217 95,734

TY 2024 OtherDecreasesSchedule
Name:
LONGABAUGH G P & H E CHARITABLE TR
EIN:
25-6582681
Description Amount
RETURN OF CAPITAL ADJUSTMENT 1,343
2024 TRANSACTIONS POSTED IN 2025 2,314
ADJUSTMENT TO INCOME 15
ROUNDING 7


TY 2024 OtherIncreasesSchedule
Name:
LONGABAUGH G P & H E CHARITABLE TR
EIN:
25-6582681
Description Amount
2023 TRANSACTIONS POSTED IN 2024 3,413


TY 2024 TaxesSchedule
Name:
LONGABAUGH G P & H E CHARITABLE TR
EIN:
25-6582681
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2 2   0
FEDERAL ESTIMATES - PRINCIPAL 533 0   0
FOREIGN TAXES ON QUALIFIED FOR 565 565   0
FOREIGN TAXES ON NONQUALIFIED 153 153   0