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
CHARLES F PETERS FOUNDATION
 
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

25-6070765
B Telephone number (see instructions)

(412) 762-7070
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$4,509,489J 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... 96,302 95,896  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 262,437
b Gross sales price for all assets on line 6a 753,404
7 Capital gain net income (from Part IV, line 2)... 262,437
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)....... Click to see attachment
List of Attached Documents:
// Content
2,329    
12 Total. Add lines 1 through 11........ 361,068 358,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,743 26,966   19,777
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
3,776 540   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.......... 50,519 27,506 0 19,777
25 Contributions, gifts, grants paid....... 164,800 164,800
26 Total expenses and disbursements. Add lines 24 and 25 215,319 27,506 0 184,577
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 145,749
b Net investment income (if negative, enter -0-) 330,827
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......... 71,350 75,209 75,209
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)....... 1,162,108 Click to see attachment
List of Attached Documents:
// Content
1,182,391 		2,508,380
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).......... 1,798,204 Click to see attachment
List of Attached Documents:
// Content
1,920,797 		1,925,113
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100 		Click to see attachment
List of Attached Documents:
// Content
100 		Click to see attachment
List of Attached Documents:
// Content
787
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,031,762 3,178,497 4,509,489
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,031,762 3,178,497
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,031,762 3,178,497
30 Total liabilities and net assets/fund balances (see instructions). 3,031,762 3,178,497
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,031,762
2
Enter amount from Part I, line 27a .....................
2
145,749
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,729
4
Add lines 1, 2, and 3 ..........................
4
3,180,240
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,743
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,178,497
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 10. ABBOTT LABORATORIES INC   2021-12-13 2024-03-13
b 92. ABBVIE INC   2020-03-12 2024-03-13
c 2. AIR PRODUCTS & CHEMICALS INC   2022-12-07 2024-03-13
d 26. ALPHABET INC/CA-CL A   2023-12-13 2024-03-13
e 1. ALPHABET INC/CA-CL A   2015-12-09 2024-03-13
23. AMAZON COM INC   2023-09-13 2024-03-13
81. AMERICAN WATER WORKS CO INC   2016-02-26 2024-03-13
31. APPLE INC   2010-09-22 2024-03-13
35. BANK OF AMERICA CORP   2023-12-13 2024-03-13
1. BLACKROCK INC EXCH 10/02/2024   2021-03-11 2024-03-13
7. BLACKSTONE INC   2021-12-13 2024-03-13
17. BOSTON SCIENTIFIC CORP   2023-12-13 2024-03-13
2. BROADCOM INC   2019-04-11 2024-03-13
4. CDW CORP/DE   2019-09-11 2024-03-13
32. CSX CORP   2023-12-13 2024-03-13
4. CADENCE DESIGN SYSTEMS INC   2023-06-12 2024-03-13
5. CELANESE CORP   2023-06-12 2024-03-13
6. CHEVRON CORPORATION   2022-06-09 2024-03-13
2. CINTAS CORP   2019-07-17 2024-03-13
16. COMCAST CORPORATION CL A   2022-03-10 2024-03-13
2. COSTCO WHOLESALE CORP   2018-09-19 2024-03-13
2. DEERE & CO   2021-03-11 2024-03-13
15. EXXON MOBIL CORP   2021-03-11 2024-03-13
7. META PLATFORMS INC   2023-12-13 2024-03-13
18. FOX CORP - CLASS A - W/I   2022-12-07 2024-03-13
900.802 HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND   2010-03-29 2024-03-13
4. HOME DEPOT INC   2021-09-17 2024-03-13
6. HONEYWELL INTL INC   2023-12-13 2024-03-13
4. ILLINOIS TOOL WORKS INC   2023-12-13 2024-03-13
17. INTERPUBLIC GROUP COMPANIES INC   2020-12-10 2024-03-13
9. JPMORGAN CHASE & CO   2003-07-09 2024-03-13
2. LAM RESEARCH CORP EXCH 10/03/2024   2020-03-12 2024-03-13
13. ELI LILLY & CO   2018-09-19 2024-03-13
4. MASTERCARD INC CL A   2021-12-13 2024-03-13
3. MCDONALD'S CORP   2022-12-07 2024-03-13
149. MERCK & CO INC   2019-12-09 2024-03-13
18. MICROSOFT CORP   2018-09-19 2024-03-13
9. MORGAN STANLEY   2020-03-12 2024-03-13
2. MOTOROLA SOLUTIONS INC   2019-12-09 2024-03-13
7. PEPSICO INC   2023-12-13 2024-03-13
11. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2024-03-13
7. PROCTER & GAMBLE CO   2023-03-08 2024-03-13
4. QUANTA SVCS INC   2020-09-11 2024-03-13
2. S&P GLOBAL INC   2016-06-08 2024-03-13
20. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2024-03-13
1. SERVICE NOW INC   2023-06-12 2024-03-13
4. STRYKER CORP   2021-09-17 2024-03-13
10. TJX COMPANIES INC NEW   2023-03-08 2024-03-13
7. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2024-03-13
1. TELEDYNE TECHNOLOGIES INC   2019-12-09 2024-03-13
3. UNITEDHEALTH GROUP INC   2021-06-14 2024-03-13
4. VISA INC CLASS A SHARES   2021-06-14 2024-03-13
5. WEC ENERGY GROUP INC   2010-09-22 2024-03-13
119. ZOETIS INC   2022-03-10 2024-03-13
3. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2024-03-13
170. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-03-11 2024-03-13
4. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2024-03-13
13. ABBOTT LABORATORIES INC   2021-09-17 2024-06-13
8. ABBVIE INC   2020-03-12 2024-06-13
2. AIR PRODUCTS & CHEMICALS INC   2022-12-07 2024-06-13
33. ALPHABET INC/CA-CL A   2015-12-09 2024-06-13
23. AMAZON COM INC   2023-09-13 2024-06-13
5. AMAZON COM INC   2022-09-07 2024-06-13
38. APPLE INC   2010-09-22 2024-06-13
9. ATMOS ENERGY CORP   2024-03-13 2024-06-13
1. AUTOZONE INC   2018-12-12 2024-06-13
1615.826 BAIRD MIDCAP INST   2020-03-13 2024-06-13
42. BANK OF AMERICA CORP   2023-12-13 2024-06-13
1. BLACKROCK INC EXCH 10/02/2024   2021-03-11 2024-06-13
8. BLACKSTONE INC   2021-12-13 2024-06-13
20. BOSTON SCIENTIFIC CORP   2023-12-13 2024-06-13
3. BROADCOM INC   2019-04-11 2024-06-13
5. CDW CORP/DE   2019-09-11 2024-06-13
4. CADENCE DESIGN SYSTEMS INC   2023-06-12 2024-06-13
7. CELANESE CORP   2023-06-12 2024-06-13
6. CHEVRON CORPORATION   2022-06-09 2024-06-13
3. CINTAS CORP   2019-07-17 2024-06-13
19. COMCAST CORPORATION CL A   2022-03-10 2024-06-13
2. COSTCO WHOLESALE CORP   2018-09-19 2024-06-13
54. DEERE & CO   2021-03-11 2024-06-13
18. EXXON MOBIL CORP   2021-03-11 2024-06-13
8. META PLATFORMS INC   2023-12-13 2024-06-13
21. FOX CORP - CLASS A - W/I   2022-12-07 2024-06-13
5. HOME DEPOT INC   2021-09-17 2024-06-13
7. HONEYWELL INTL INC   2023-12-13 2024-06-13
3. HUBBELL INC   2024-03-13 2024-06-13
482. INTERPUBLIC GROUP COMPANIES INC   2020-12-10 2024-06-13
11. JPMORGAN CHASE & CO   2003-07-09 2024-06-13
2. LAM RESEARCH CORP EXCH 10/03/2024   2020-03-12 2024-06-13
4. ELI LILLY & CO   2018-09-19 2024-06-13
3626.473 NUANCE MID CAP VALUE-Z   2020-03-13 2024-06-13
5. MARRIOTT INTERNATIONAL INC CL A   2024-03-13 2024-06-13
4. MASTERCARD INC CL A   2021-12-13 2024-06-13
4. MCDONALD'S CORP   2022-12-07 2024-06-13
13. MERCK & CO INC   2019-12-09 2024-06-13
23. MICROSOFT CORP   2018-09-19 2024-06-13
11. MORGAN STANLEY   2020-03-12 2024-06-13
3. MOTOROLA SOLUTIONS INC   2019-12-09 2024-06-13
8. PEPSICO INC   2023-12-13 2024-06-13
13. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2024-06-13
8. PROCTER & GAMBLE CO   2018-12-12 2024-06-13
5. QUANTA SVCS INC   2020-09-11 2024-06-13
3. S&P GLOBAL INC   2016-06-08 2024-06-13
24. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2024-06-13
2. SERVICE NOW INC   2023-06-12 2024-06-13
3. STRYKER CORP   2021-09-17 2024-06-13
12. TJX COMPANIES INC NEW   2023-03-08 2024-06-13
9. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2024-06-13
2. TELEDYNE TECHNOLOGIES INC   2019-12-09 2024-06-13
5. UNITEDHEALTH GROUP INC   2021-06-14 2024-06-13
6. VISA INC CLASS A SHARES   2021-06-14 2024-06-13
8. WEC ENERGY GROUP INC   2010-09-22 2024-06-13
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2024-06-13
5. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2024-06-13
2. ALPHABET INC/CA-CL A   2015-12-09 2024-09-11
1. AMAZON COM INC   2022-09-07 2024-09-11
1. APPLE INC   2010-09-22 2024-09-11
2. AUTOZONE INC   2018-12-12 2024-09-11
1. BANK OF AMERICA CORP   2023-12-13 2024-09-11
1. BLACKSTONE INC   2021-12-13 2024-09-11
1. BOSTON SCIENTIFIC CORP   2023-12-13 2024-09-11
2. CSX CORP   2023-12-13 2024-09-11
427. COMCAST CORPORATION CL A   2012-03-14 2024-09-11
1. EXXON MOBIL CORP   2021-03-11 2024-09-11
1. FOX CORP - CLASS A - W/I   2022-12-07 2024-09-11
1. HONEYWELL INTL INC   2023-12-13 2024-09-11
1. JPMORGAN CHASE & CO   2003-07-09 2024-09-11
11. ELI LILLY & CO   2018-09-19 2024-09-11
1. MERCK & CO INC   2019-12-09 2024-09-11
1. MICROSOFT CORP   2018-09-19 2024-09-11
1. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2024-09-11
1. QUANTA SVCS INC   2020-09-11 2024-09-11
1. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2024-09-11
1. SERVICE NOW INC   2023-06-12 2024-09-11
45. TJX COMPANIES INC NEW   2023-03-08 2024-09-11
1. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2024-09-11
1. VISA INC CLASS A SHARES   2021-06-14 2024-09-11
1. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2024-09-11
7. ABBOTT LABORATORIES INC   2021-09-17 2024-12-11
49. ABBVIE INC   2020-03-12 2024-12-11
46. AIR PRODUCTS & CHEMICALS INC   2022-12-07 2024-12-11
17. ALPHABET INC/CA-CL A   2015-12-09 2024-12-11
14. AMAZON COM INC   2022-09-07 2024-12-11
75. APPLE INC   2010-09-22 2024-12-11
5. ATMOS ENERGY CORP   2024-03-13 2024-12-11
23. BANK OF AMERICA CORP   2023-12-13 2024-12-11
4. BLACKSTONE INC   2021-12-13 2024-12-11
1. BLACKROCK FUNDING INC/DE   2020-09-11 2024-12-11
121. BOSTON SCIENTIFIC CORP   2023-12-13 2024-12-11
3. BROADCOM INC   2024-09-11 2024-12-11
86. BROADCOM INC   2019-04-11 2024-12-11
105. CDW CORP/DE   2019-09-11 2024-12-11
63. CSX CORP   2023-12-13 2024-12-11
209. CSX CORP   2024-06-13 2024-12-11
844. CSX CORP   2023-09-13 2024-12-11
3. CADENCE DESIGN SYSTEMS INC   2023-06-12 2024-12-11
147. CELANESE CORP   2023-06-12 2024-12-11
4. CHEVRON CORPORATION   2022-06-09 2024-12-11
40. CINTAS CORP   2019-07-17 2024-12-11
2. COSTCO WHOLESALE CORP   2018-09-19 2024-12-11
5. DISNEY WALT CO   2024-06-13 2024-12-11
9. EXXON MOBIL CORP   2021-03-11 2024-12-11
5. META PLATFORMS INC   2023-12-13 2024-12-11
195. FOX CORP - CLASS A - W/I   2022-12-07 2024-12-11
3. HOME DEPOT INC   2012-03-14 2024-12-11
3. HONEYWELL INTL INC   2023-12-13 2024-12-11
2. HUBBELL INC   2024-03-13 2024-12-11
4. ILLINOIS TOOL WORKS INC   2023-12-13 2024-12-11
6. JPMORGAN CHASE & CO   2003-07-09 2024-12-11
5. LAM RESEARCH CORP   2020-03-12 2024-12-11
12. ELI LILLY & CO   2018-09-19 2024-12-11
2. MARRIOTT INTERNATIONAL INC CL A   2024-03-13 2024-12-11
3. MASTERCARD INC CL A   2021-12-13 2024-12-11
2. MCDONALD'S CORP   2022-12-07 2024-12-11
7. MERCK & CO INC   2019-12-09 2024-12-11
42. MICROSOFT CORP   2018-09-19 2024-12-11
6. MORGAN STANLEY   2020-03-12 2024-12-11
2. MOTOROLA SOLUTIONS INC   2019-12-09 2024-12-11
4. PEPSICO INC   2023-12-13 2024-12-11
7. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2024-12-11
4. PROCTER & GAMBLE CO   2018-12-12 2024-12-11
2. QUANTA SVCS INC   2020-09-11 2024-12-11
2. S&P GLOBAL INC   2016-06-08 2024-12-11
545. SCHLUMBERGER LTD SEDOL 2779201   2021-06-14 2024-12-11
13. SERVICE NOW INC   2023-06-12 2024-12-11
22. STRYKER CORP   2019-09-11 2024-12-11
5. TJX COMPANIES INC NEW   2023-03-08 2024-12-11
72. TAIWAN SEMICONDUCTOR MTG CO ADR   2021-03-11 2024-12-11
1. TELEDYNE TECHNOLOGIES INC   2019-12-09 2024-12-11
2. UNITEDHEALTH GROUP INC   2021-06-14 2024-12-11
3. VISA INC CLASS A SHARES   2021-06-14 2024-12-11
4. WEC ENERGY GROUP INC   2010-09-22 2024-12-11
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2024-12-11
2. CHUBB LTD SEDOL B3BQMF6   2023-06-12 2024-12-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 1,202   1,369 -167
b 16,669   8,891 7,778
c 496   625 -129
d 3,659   3,452 207
e 141   39 102
4,082   3,243 839
9,827   5,241 4,586
5,312   317 4,995
1,265   1,077 188
827   725 102
878   911 -33
1,133   955 178
2,526   614 1,912
997   444 553
1,211   1,060 151
1,222   924 298
791   572 219
927   1,077 -150
1,243   516 727
695   723 -28
1,463   468 995
759   727 32
1,649   929 720
3,474   2,348 1,126
532   556 -24
36,906   40,237 -3,331
1,528   1,346 182
1,204   1,211 -7
1,055   1,007 48
561   403 158
1,720   322 1,398
1,857   499 1,358
9,826   1,386 8,440
1,900   1,380 520
855   818 37
18,117   12,650 5,467
7,480   2,016 5,464
803   295 508
689   322 367
1,158   1,180 -22
1,052   1,123 -71
1,137   961 176
966   207 759
859   220 639
1,043   684 359
782   538 244
1,432   1,096 336
979   768 211
998   840 158
424   348 76
1,470   1,189 281
1,141   928 213
406   145 261
21,197   21,644 -447
1,141   585 556
16,063   13,826 2,237
1,040   763 277
1,339   1,730 -391
1,330   626 704
566   625 -59
5,822   1,271 4,551
4,280   3,243 1,037
930   647 283
8,139   388 7,751
1,040   1,049 -9
2,799   886 1,913
38,602   31,331 7,271
1,639   1,292 347
759   725 34
974   1,025 -51
1,533   1,124 409
5,031   922 4,109
1,123   555 568
1,246   924 322
1,008   801 207
917   1,077 -160
2,061   775 1,286
713   859 -146
1,687   468 1,219
19,962   19,635 327
1,983   1,115 868
4,025   2,683 1,342
697   649 48
1,721   1,683 38
1,449   1,413 36
1,132   1,199 -67
14,289   11,427 2,862
2,117   393 1,724
2,054   499 1,555
3,509   427 3,082
45,186   40,000 5,186
1,177   1,260 -83
1,771   1,380 391
1,007   1,090 -83
1,680   1,096 584
10,164   2,576 7,588
1,044   360 684
1,126   483 643
1,298   1,348 -50
1,326   1,328 -2
1,324   834 490
1,379   259 1,120
1,309   330 979
1,053   820 233
1,445   1,077 368
1,031   822 209
1,290   922 368
1,550   1,080 470
783   696 87
2,434   1,981 453
1,621   1,392 229
629   233 396
1,138   780 358
1,304   954 350
301   77 224
183   129 54
222   10 212
6,221   1,773 4,448
39   31 8
143   128 15
83   56 27
67   66 1
16,542   8,439 8,103
110   62 48
39   31 8
204   202 2
207   36 171
10,073   1,173 8,900
115   84 31
421   112 309
125   102 23
263   52 211
40   34 6
873   538 335
5,287   3,458 1,829
169   120 49
284   232 52
284   191 93
801   889 -88
8,532   3,836 4,696
14,384   14,378 6
3,276   655 2,621
3,214   1,812 1,402
18,612   767 17,845
701   583 118
1,056   707 349
772   509 263
1,075   540 535
10,954   6,799 4,155
549   473 76
15,734   2,642 13,092
18,795   11,651 7,144
2,132   2,088 44
7,073   6,765 308
28,564   25,835 2,729
928   693 235
10,069   16,825 -6,756
627   718 -91
8,468   2,582 5,886
2,000   468 1,532
575   501 74
1,009   558 451
3,158   1,677 1,481
9,009   6,026 2,983
1,270   723 547
686   606 80
920   800 120
1,096   1,007 89
1,462   215 1,247
389   125 264
9,558   1,280 8,278
585   504 81
1,601   1,035 566
596   545 51
700   590 110
18,839   4,704 14,135
762   196 566
957   322 635
629   674 -45
892   715 177
685   373 312
665   103 562
1,034   220 814
22,704   18,628 4,076
14,964   7,000 7,964
8,288   5,436 2,852
634   384 250
14,014   8,637 5,377
477   348 129
1,078   793 285
940   696 244
383   116 267
731   390 341
553   382 171
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
      9,636
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       -167
b       7,778
c       -129
d       207
e       102
      839
      4,586
      4,995
      188
      102
      -33
      178
      1,912
      553
      151
      298
      219
      -150
      727
      -28
      995
      32
      720
      1,126
      -24
      -3,331
      182
      -7
      48
      158
      1,398
      1,358
      8,440
      520
      37
      5,467
      5,464
      508
      367
      -22
      -71
      176
      759
      639
      359
      244
      336
      211
      158
      76
      281
      213
      261
      -447
      556
      2,237
      277
      -391
      704
      -59
      4,551
      1,037
      283
      7,751
      -9
      1,913
      7,271
      347
      34
      -51
      409
      4,109
      568
      322
      207
      -160
      1,286
      -146
      1,219
      327
      868
      1,342
      48
      38
      36
      -67
      2,862
      1,724
      1,555
      3,082
      5,186
      -83
      391
      -83
      584
      7,588
      684
      643
      -50
      -2
      490
      1,120
      979
      233
      368
      209
      368
      470
      87
      453
      229
      396
      358
      350
      224
      54
      212
      4,448
      8
      15
      27
      1
      8,103
      48
      8
      2
      171
      8,900
      31
      309
      23
      211
      6
      335
      1,829
      49
      52
      93
      -88
      4,696
      6
      2,621
      1,402
      17,845
      118
      349
      263
      535
      4,155
      76
      13,092
      7,144
      44
      308
      2,729
      235
      -6,756
      -91
      5,886
      1,532
      74
      451
      1,481
      2,983
      547
      80
      120
      89
      1,247
      264
      8,278
      81
      566
      51
      110
      14,135
      566
      635
      -45
      177
      312
      562
      814
      4,076
      7,964
      2,852
      250
      5,377
      129
      285
      244
      267
      341
      171
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 262,437
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 4,598
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 4,598
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 4,598
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,370
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,370
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 2,228
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 (412) 762-7070

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
GLADYS HUNT-MASON ADMIN
1 		600    
1914 CALIFORNIA AVE
WHITE OAK,PA15131
LUETHEL NESBIT ADMIN
1 		600    
2601 JENNY LIND STREET
MCKEESPORT,PA15132
VINCENT KEMPER ADMIN
1 		600    
1044 AMHERST ST
WHITE OAK,PA15135
PNC BANK NA TRUSTEE
7 		44,943    
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
4,343,020
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
4,343,020
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
4,343,020
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
65,145
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,277,875
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
213,894
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
213,894
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,598
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,598
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
209,296
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
209,296
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
209,296
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
184,577
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
184,577
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 7 209,296
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 164,614
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$ 184,577
a Applied to 2023, but not more than line 2a 164,614
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..... 19,963
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 .......... 		189,333
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOAN MASTREAN PNC BANK NA
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
(412) 762-2175
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE IS GIVEN TO CHURCHES, PUBLIC CIVIC CAUSES, AND OTHER CHARITABLE ORGANIZATIONS IN AND NEAR MCKEESPORT, PA
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

HIGHLAND GROVE UNITED METHODIST

2909 HIGHLAND AVE
MCKEESPORT,PA15132 		NONE PC ROOF REPAIRS 1,500

BOSTON UNITED METHODIST CHURCH

6103 SMITHFIELD ST
MCKEESPORT,PA15135 		NONE PC ELECTRICAL WORK 1,500

MCKEESPORT REGIONAL HISTORY & HERITAGE
CENTER
1832 ARBORETUM DRIVE
MCKEESPORT,PA15132 		NONE PC OPERATING SUPPORT FOR 2,000

FREE HUNGARIAN REFORMED CHURCH

101 UNIVERSITY DRIVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 2,000

ST SAVA SERBIAN ORTHODOX CHURCH

901 HARTMAN STREET
MCKEESPORT,PA15132 		NONE PC INSTALL LIVE STREAM SYSTEM 1,500

EAST SUBURBAN SEVENTH-DAY

1209 LUEHM AVENUE
NORTH VERSAILLES,PA15137 		NONE PC GENERAL SUPPORT 1,500

CHRIST UNITED METHODIST CHURCH

2800 COULTERVILLE RD
MCKEESPORT,PA15131 		NONE PC GENERAL SUPPORT 3,500

WEST SIDE UNITED METHODIST

305 ATLANTIC AVENUE
MCKEESPORT,PA15132 		NONE PC BOILER REPAIR, RAIN 2,000

MOUNT CARMEL BAPTIST CHURCH

90 PORT PERRY ROAD
N VERSAILLES,PA15137 		NONE PC SUPPORT OF SUMMER PROGRAMS, 5,000

ST STEPHENS EPISCOPAL CHURCH

220 EIGHTH AVENUE
MCKEESPORT,PA15132 		NONE PC REFURBISH STONEWORK, 5,000

DRAVOSBURG UNITED METHODIST

109 MAPLE STREET
DRAVOSBURG,PA15034 		NONE PC GENERAL SUPPORT 3,300

ALLEGHENY CLEANWAYS

2801 N CHARLES ST
PITTSBURGH,PA15214 		NONE PC GENERAL OPERATING 3,000

SERRA CATHOLIC HIGH SCHOOL

200 HERSHEY DRIVE
MCKEESPORT,PA15132 		NONE PC UPGRADE FACULTY ROOM, NEW 5,000

NEW HOPE PRESBYTERIAN CHURCH

12727 LINCOLN WAY
NORTH HUNGTINGDON,PA15642 		NONE PC REPLACEMENT OF OBSOLETE IN 1,500

CENTRAL HIGHLANDS COMMUNITY
UNITED METHODIST CHURCH
100 TIMOTHY DRIVE
ELIZABETH,PA15037 		NONE PC ANNUAL BUDGET SUPPORT 5,000

SAINTS JOACHIM AND ANNE PARISH

50 EAST AVENUE
ATTICA,NY14011 		NONE PC REPLACE SEWER LINES, 5,000

MACEDONIA MISSIONARY BAPTIST CHURCH

2339 N 6TH ST
HARRISBURG,PA171102410 		NONE PC GENERAL SUPPORT 5,000

MCKEESPORT LITTLE THEATRE

1614 COURSIN STREET
MCKEESPORT,PA15132 		NONE PC REPLACE BROKEN AND OUTDATED 5,000

MCKEESPORT POLICE K-9 UNIT

201 LYSLE BLVD
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

ST PAUL AFRICAN METHODIST

330 W WAYNE AVE
Wayne,PA19087 		NONE PC GENERAL SUPPORT 3,000

CARNEGIE FREE LIBRARY

1507 LIBERTY AVE
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

FIRST UNITED METHODIST CHURCH

1406 CORNELL ST
MCKEESPORT,PA15132 		NONE PC GENERAL 15,000

PINE VALLEY CAMP

504 CHAPEL DR
ELLWOOD CITY,PA16117 		NONE PC GENERAL OPERATING 4,500

LITERACY PITTSBURGH

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

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDA ST
DUQUESNE,PA15110 		NONE PC GENERAL SUPPORT 5,000

FIRST STEP RECOVERY HOMES INC

336 PENNY STREET
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 2,000

MCKEESPORT MUSIC CLUB

1107 EVANS AVE
MCKEEPORT,PA15132 		NONE PC GENERAL SUPPORT 3,500

ACTION HOUSING INC

425 6TH AVENUE SUITE 950
PITTSBURGH,PA15219 		NONE PC GENERAL SUPPORT 5,000

Shepherds Heart Fellowship & Ministries

13 PRIDE STREET
Pittsburgh,PA152195139 		NONE PC GENERAL SUPPORT 5,000

SAMPSON'S MILLS PRESBYTERIAN CHURCH

1665 LINCOLN WAY
WHITE OAK,PA15131 		NONE PC FUND VBS IN THE PARK AND 5,000

WHITE OAK ATHLETIC ASSOCIATION

1798 LOWER HECKMAN RD
MCKEESPORT,PA15131 		NONE PC GENERAL OPERATING 5,000

MCKEESPORT PRESYBTERIAN CHURCH

1825 HORIZON DR
WHITE OAK,PA15131 		NONE PC GENERAL SUPPORT 5,000

DRAVOSBURG COMMUNITY ARCHIVES

210 SIXTH STREET
DRAVOSBURG,PA15034 		NONE PC MOVING TO A VIRTUAL MUSEUM, 2,000

PITTSBURGH TIGERS GIRLS SOFTBALL

116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212 		NONE PC GENERAL SUPPORT 3,000

ANNA MIDDLETON-WAITE LEARNING CENTER

1350 LOCUST STREET
MCKEESPORT,PA15132 		NONE PC COMPUTERS, OVERHEAD 5,000

ANGLICAN CHURCH OF THE TRNSFGRTN

907 MIDDLE STREET
PITTSBURGH,PA15212 		NONE PC REPAINTING EXTERIOR OF 5,000

ELIZABETH BAPTIST CHURCH

735 BUNOLA ROAD
ELIZABETH,PA15037 		NONE PC COVER COSTS OF INSURANCE, 1,500

NEW BEGINNINGS SERVICES

1870-C DUQUESNE VILLAGE SHOPPING CT
HOMEVILLE,PA15122 		NONE PC GENERAL SUPPORT 5,000

SAVE SPORTS ARTS & VIDEO

3213 ORCHARD ST
MCKEESPORT,PA15132 		NONE PC GENERAL SUPPORT 5,000

WILMERDING COMMUNITY CENTER INC

1 MEMORIAL DR
WILMERDING,PA15148 		NONE PC GENERAL SUPPORT 5,000

9TH STREET COMMUNITY KITCHEN

850 WALNUT STREET
MCKEESPORT,PA15134 		NONE PC GENERAL SUPPORT 2,000
Total .................................right arrow 3a 164,800
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 96,302  
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 ............ 		    18 262,437  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    14 2,329  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   361,068  
13Total. Add line 12, columns (b), (d), and (e)..................
13
361,068
(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:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 11,816 33,617
437076102 HOME DEPOT INC 5,459 42,789
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 7,784 56,356
594918104 MICROSOFT CORP 22,948 194,733
617446448 MORGAN STANLEY 7,761 29,796
620076307 MOTOROLA SOLUTIONS I 9,985 28,658
742718109 PROCTER & GAMBLE CO 15,742 28,333
863667101 STRYKER CORP 13,113 21,963
879360105 TELEDYNE TECHNOLOGIE 12,531 16,709
74762E102 QUANTA SVCS INC 5,742 35,082
00287Y109 ABBVIE INC 10,881 24,700
02079K305 ALPHABET INC/CA-CL A 13,749 135,539
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 13,947 105,255
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 10,994 43,065
30303M102 META PLATFORMS INC 30,293 104,806
46625H100 JPMORGAN CHASE & CO 8,498 59,688
58933Y105 MERCK & CO INC 22,563 28,849
78409V104 S&P GLOBAL INC 6,712 30,380
91324P102 UNITEDHEALTH GROUP I 22,431 49,068
92826C839 VISA INC CLASS A SHA 7,288 41,085
92939U106 WEC ENERGY GROUP INC 4,478 14,482
G1151C101 ACCENTURE PLC CLASS 15,316 28,143
002824100 ABBOTT LABORATORIES 32,682 30,992
023135106 AMAZON COM INC 50,844 133,170
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 7,841 192,072
053332102 AUTOZONE INC 7,090 25,616
060505104 BANK OF AMERICA CORP 26,896 40,258
09260D107 BLACKSTONE INC 23,487 31,380
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 24,039 41,737
57636Q104 MASTERCARD INC CL A 32,782 50,024
806857108 SCHLUMBERGER LTD SED    
874039100 TAIWAN SEMICONDUCTOR 14,355 25,081
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 24,946 20,133
35137L105 FOX CORP - CLASS A - 8,528 13,408
580135101 MCDONALD'S CORP 21,528 22,901
718172109 PHILIP MORRIS INTERN 29,670 35,142
98978V103 ZOETIS INC    
101137107 BOSTON SCIENTIFIC CO 19,161 30,458
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 22,645 29,445
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 31,084 34,787
452308109 ILLINOIS TOOL WORKS 33,744 34,484
713448108 PEPSICO INC 29,835 26,915
81762P102 SERVICE NOW INC 18,309 36,044
872540109 TJX COMPANIES INC NE 17,288 27,182
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 21,180 30,669
049560105 ATMOS ENERGY CORP 22,259 26,601
09290D101 BLACKROCK FUNDING IN 16,741 31,778
254687106 DISNEY WALT CO 18,536 20,600
277432100 EASTMAN CHEM CO 18,396 16,894
443510607 HUBBELL INC 25,987 27,228
512807306 LAM RESEARCH CORP 9,115 26,364
571903202 MARRIOTT INTERNATION 22,434 24,826
67066G104 NVIDIA CORP 169,653 172,025
754730109 RAYMOND JAMES FINANC 27,330 26,251
824348106 SHERWIN-WILLIAMS CO 24,572 22,435
893641100 TRANSDIGM GROUP INC 26,364 26,613
G54950103 NEW LINDE PLC SEDOL 23,039 21,771

TY 2024 InvestmentsOtherSchedule2
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256206103 DODGE & COX INTERNAT AT COST 21,608 33,106
256210105 DODGE & COX INCOME F AT COST 426,221 386,455
412295305 HARDING LOEVNER EMER      
921937603 VANGUARD TOTAL BD MK AT COST 369,536 348,179
00170K869 AMG GW&K SC CORE-I AT COST 25,000 42,012
46432F842 ISHARES CORE MSCI EA AT COST 52,072 56,224
56167N712 NUANCE MID CAP VALUE      
74256W584 PRINCIPAL MIDCAP FUN AT COST 62,790 108,617
04314H402 ARTISAN INTERNATIONA AT COST 36,507 41,645
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 405,000 363,892
779562206 T ROWE PR NEW HORIZO AT COST 18,556 29,182
464287879 ISHARES S&P SMALL CA AT COST 24,485 27,153
25434V807 DIMENSIONAL INTERNAT AT COST 39,972 42,576
46429B267 ISHARES U S TREASURY AT COST 324,889 327,580
317609295 SEAFARER OVERSEAS GR AT COST 35,000 31,948
464287499 ISHARES RUSSELL MID- AT COST 79,161 86,544

TY 2024 OtherAssetsSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX .0004883 ROYALTY INT 100 100 787


TY 2024 OtherDecreasesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Amount
RETURN OF CAPITAL ADJUSTMENT 20
ADJUSTMENT TO INCOME 14
2024 TRANSACTION POSTED IN 2025 1,388
COST BASIS ADJUSTMENT/PY ROC 317
ROUNDING ADJ FOR SALES AND TRANSACTIONS 4


TY 2024 OtherIncomeSchedule2
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,329 0  


TY 2024 OtherIncreasesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Amount
2023 TRANSACTION POSTED IN 2024 2,729


TY 2024 TaxesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 209 209   0
FEDERAL TAX PAYMENT - PRIOR YE 866 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,370 0   0
FOREIGN TAXES ON QUALIFIED FOR 290 290   0
FOREIGN TAXES ON NONQUALIFIED 41 41   0