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
THE ROBERT AND ESTHER BLACK FAMILY 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

61-6433804
B Telephone number (see instructions)

(412) 442-8772
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$21,082,707J 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... 506,033 505,446  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 648,270
b Gross sales price for all assets on line 6a 2,171,741
7 Capital gain net income (from Part IV, line 2)... 648,270
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
124 124  
12 Total. Add lines 1 through 11........ 1,154,427 1,153,840  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,268 55,761   62,507
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
13,072 9,332   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,361 8,161   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,701 73,254 0 62,707
25 Contributions, gifts, grants paid....... 1,298,568 1,298,568
26 Total expenses and disbursements. Add lines 24 and 25 1,438,269 73,254 0 1,361,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -283,842
b Net investment income (if negative, enter -0-) 1,080,586
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......... 897,719 850,801 850,801
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)....... 1,419,728 Click to see attachment
List of Attached Documents:
// Content
1,451,607 		2,028,403
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).......... 13,284,492 Click to see attachment
List of Attached Documents:
// Content
13,032,296 		18,203,503
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) 15,601,939 15,334,704 21,082,707
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........ 15,601,939 15,334,704
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)..... 15,601,939 15,334,704
30 Total liabilities and net assets/fund balances (see instructions). 15,601,939 15,334,704
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
15,601,939
2
Enter amount from Part I, line 27a .....................
2
-283,842
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
39,108
4
Add lines 1, 2, and 3 ..........................
4
15,357,205
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
22,501
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,334,704
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 32. PHILLIPS 66   2019-04-01 2024-01-02
b 31. PHILLIPS 66     2024-01-03
c 42. SPX TECHNOLOGIES   2021-07-22 2024-01-05
d 46. GRAND CANYON EDUCATION INC   2019-09-24 2024-01-10
e 1628.053 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2018-01-12 2024-01-19
329. ISHARES CORE S&P 500 ETF   2018-06-29 2024-01-19
1305.026 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-06-25 2024-01-19
173. VANGUARD MID CAP ETF   2018-06-29 2024-01-19
125. VANGUARD GROWTH ETF   2018-06-29 2024-01-19
191. VANGUARD SMALL CAP ETF     2024-01-19
81. SYSCO CORP   2022-11-30 2024-01-25
101. SYSCO CORP     2024-01-26
80. AVIENT CORPORATION     2024-02-05
41. LITHIA MTRS INC CL A     2024-02-05
12. MEDPACE HOLDINGS INC     2024-02-05
54. MATADOR RESOURCES CO   2021-06-25 2024-02-13
66. TEREX CORP NEW   2021-11-05 2024-02-13
.75 CENTRAL GARDEN AND PET CO CL A   2019-09-24 2024-02-14
2308.559 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203   2019-09-20 2024-02-16
202. ISHARES CORE S&P 500 ETF   2018-06-29 2024-02-16
122. VANGUARD GROWTH ETF   2018-06-29 2024-02-16
39. CBIZ INC   2023-11-02 2024-03-07
15. HOULIHAN LOKEY INC   2019-09-24 2024-03-07
76. INTEGRA LIFESCIENCES HLDG CORP     2024-04-12
30. INTRA-CELLULAR THERAPIES INC MERGED 4/03/2025     2024-04-24
41. CROWN CASTLE INC   2021-03-19 2024-04-25
68. CROWN CASTLE INC     2024-04-26
131. TEREX CORP NEW     2024-04-26
21. ALAMO GROUP INC   2019-09-24 2024-05-06
49. TEXAS ROADHOUSE INC   2019-09-24 2024-05-06
316. ISHARES CORE S&P 500 ETF   2018-06-29 2024-05-15
147. RAPID7 INC     2024-05-15
169. VANGUARD MID CAP ETF   2018-06-29 2024-05-15
128. VANGUARD VALUE ETF   2018-06-29 2024-05-15
185. VANGUARD SMALL CAP ETF   2019-09-23 2024-05-15
27. VERALTO CORP-W/I   2019-04-01 2024-05-17
75. INSMED INC   2022-12-08 2024-05-29
18340.318 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203   2019-09-20 2024-06-04
161. AMERISAFE INC     2024-06-10
36. BOOT BARN HOLDINGS INC     2024-06-10
506. PAYCOR HCM INC     2024-06-17
46. MINERALS TECHNOLOGIES INC   2021-12-16 2024-06-28
143. PRIMORIS SERVICES CORP     2024-06-28
29. SPX TECHNOLOGIES   2021-07-22 2024-06-28
66. HELEN OF TROY LIMITED SEDOL 2419530     2024-07-16
31. BLACKSTONE INC   2022-02-22 2024-07-18
7. MARTIN MARIETTA MATLS INC     2024-07-18
11. MICROSOFT CORP   2019-04-01 2024-07-18
15. LENNAR CORP CLASS A   2019-04-01 2024-07-22
5. MARTIN MARIETTA MATLS INC   2019-04-01 2024-07-22
61. ALLEGIANT TRAVEL CO     2024-07-29
255. HEARTLAND EXPRESS INC   2019-09-24 2024-07-29
12. MEDPACE HOLDINGS INC   2020-10-30 2024-07-29
216. CRYOPORT INC     2024-08-05
178. CHUY'S HOLDINGS INC     2024-08-08
23. DESCARTES SYS GROUP INC ISIN CA2499061083 SEDOL 2528834   2021-03-09 2024-09-09
108. HALOZYME THERAPEUTICS INC     2024-09-09
125. INTEGRA LIFESCIENCES HLDG CORP   2020-02-06 2024-09-09
14. RYMAN HOSPITALITY PPTYS INC   2019-12-11 2024-09-09
1249.057 FEDERATED HERMES INTERNATIONAL EQUITY FUND   2018-01-12 2024-09-17
2532.24 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2018-01-12 2024-09-17
250. VANGUARD MID CAP ETF   2018-06-29 2024-09-17
173. VANGUARD GROWTH ETF   2018-06-29 2024-09-17
279. VANGUARD SMALL CAP ETF   2019-09-23 2024-09-17
90. AUTODESK INC   2022-05-25 2024-09-23
28. ALAMO GROUP INC     2024-09-30
32. BOOT BARN HOLDINGS INC     2024-09-30
75. COHEN & STEERS INC     2024-09-30
19. ICF INTERNATIONAL INC   2019-09-24 2024-09-30
46. PATTERSON-UTI ENERGY INC   2023-10-17 2024-09-30
281. PATTERSON-UTI ENERGY INC   2022-04-22 2024-09-30
1. WAL MART STORES INC XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-10-08
32. ALAMO GROUP INC     2024-10-31
24. APPFOLIO INC - A   2023-02-28 2024-10-31
106. FOX FACTORY HOLDING CORP     2024-11-05
17. ICU MED INC   2022-02-14 2024-11-05
36. ITT INC     2024-11-05
50. STIFEL FINL CORP   2019-09-24 2024-11-05
1. STERICYCLE INC XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-11-07
55. HEALTHEQUITY INC     2024-11-08
368. ISHARES CORE S&P 500 ETF   2018-06-29 2024-11-22
275. VANGUARD MID CAP ETF   2018-06-29 2024-11-22
108. VANGUARD GROWTH ETF   2018-06-29 2024-11-22
303. VANGUARD SMALL CAP ETF   2019-09-23 2024-11-22
532. SHOALS TECHNOLOGIES GROUP -A     2024-11-26
67. GLACIER BANCORP INC   2019-09-24 2024-12-11
40. MATADOR RESOURCES CO   2024-09-30 2024-12-11
14. MATADOR RESOURCES CO   2021-06-25 2024-12-11
64. PRIMORIS SERVICES CORP   2019-09-24 2024-12-11
253. PROGYNY INC     2024-12-11
24. SPX TECHNOLOGIES   2021-07-22 2024-12-11
24. STIFEL FINL CORP   2019-09-24 2024-12-11
34. TEXAS ROADHOUSE INC   2019-09-24 2024-12-11
.9 COMMERCE BANCSHARES INC   2019-10-18 2024-12-20
CAPITAL GAIN DIVIDENDS P    
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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 4,300   3,056 1,244
b 4,181   2,942 1,239
c 4,034   2,720 1,314
d 5,637   5,220 417
e 19,732   22,418 -2,686
159,376   90,177 69,199
19,732   20,011 -279
39,577   27,364 12,213
39,954   18,813 21,141
39,607   30,102 9,505
6,085   6,899 -814
7,577   8,585 -1,008
2,876   2,724 152
11,971   3,909 8,062
3,540   1,447 2,093
3,023   1,981 1,042
3,655   3,209 446
28   16 12
41,000   47,787 -6,787
101,539   55,367 46,172
40,723   18,362 22,361
2,955   2,100 855
1,875   665 1,210
2,487   5,006 -2,519
2,198   1,692 506
3,862   6,568 -2,706
6,421   10,308 -3,887
7,707   5,925 1,782
4,085   2,460 1,625
8,086   2,531 5,555
168,078   86,613 81,465
5,648   7,620 -1,972
42,041   26,731 15,310
20,872   13,344 7,528
41,950   28,992 12,958
2,662   1,244 1,418
3,483   1,424 2,059
328,659   379,645 -50,986
6,872   10,564 -3,692
4,607   2,616 1,991
5,789   14,642 -8,853
3,832   3,368 464
7,265   2,787 4,478
4,179   1,878 2,301
4,056   7,848 -3,792
4,232   3,681 551
3,941   1,477 2,464
4,842   1,307 3,535
2,528   729 1,799
2,826   1,022 1,804
3,158   9,124 -5,966
3,320   5,372 -2,052
4,576   1,340 3,236
1,541   5,366 -3,825
6,591   4,218 2,373
2,193   1,406 787
6,380   4,382 1,998
2,281   7,314 -5,033
1,390   1,178 212
32,438   31,864 574
32,438   34,869 -2,431
64,723   39,543 25,180
64,631   26,037 38,594
65,091   43,723 21,368
24,101   16,489 7,612
5,037   3,093 1,944
5,316   1,083 4,233
7,151   4,669 2,482
3,145   1,518 1,627
349   637 -288
2,130   4,963 -2,833
13     13
5,434   2,849 2,585
5,201   3,233 1,968
3,530   12,178 -8,648
2,912   3,791 -879
5,090   2,814 2,276
5,062   1,882 3,180
35     35
5,332   3,304 2,028
219,834   100,866 118,968
77,295   43,497 33,798
43,543   16,255 27,288
77,733   47,484 30,249
2,682   11,920 -9,238
3,750   2,692 1,058
2,250   1,965 285
788   514 274
5,102   1,242 3,860
3,954   6,645 -2,691
3,864   1,554 2,310
2,663   904 1,759
6,587   1,756 4,831
57   42 15
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
      84,865
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       1,244
b       1,239
c       1,314
d       417
e       -2,686
      69,199
      -279
      12,213
      21,141
      9,505
      -814
      -1,008
      152
      8,062
      2,093
      1,042
      446
      12
      -6,787
      46,172
      22,361
      855
      1,210
      -2,519
      506
      -2,706
      -3,887
      1,782
      1,625
      5,555
      81,465
      -1,972
      15,310
      7,528
      12,958
      1,418
      2,059
      -50,986
      -3,692
      1,991
      -8,853
      464
      4,478
      2,301
      -3,792
      551
      2,464
      3,535
      1,799
      1,804
      -5,966
      -2,052
      3,236
      -3,825
      2,373
      787
      1,998
      -5,033
      212
      574
      -2,431
      25,180
      38,594
      21,368
      7,612
      1,944
      4,233
      2,482
      1,627
      -288
      -2,833
      13
      2,585
      1,968
      -8,648
      -879
      2,276
      3,180
      35
      2,028
      118,968
      33,798
      27,288
      30,249
      -9,238
      1,058
      285
      274
      3,860
      -2,691
      2,310
      1,759
      4,831
      15
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 648,270
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 15,020
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 15,020
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 15,020
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,312
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 5,312
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 9,708
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 442-8772

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 NA TRUSTEE
16 		80,268    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
KENNETH G HOCHMAN CO-TRUSTEE
4 		38,000    
PO BOX 609
PITTSBURGH,PA15230
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
21,088,008
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
21,088,008
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
21,088,008
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
316,320
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,771,688
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,038,584
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
1,038,584
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,020
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,020
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,023,564
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,023,564
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
1,023,564
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
1,361,275
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
1,361,275
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 1,023,564
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 289,626
b From 2020...... 311,556
c From 2021...... 0
d From 2022...... 153,383
e From 2023...... 153,636
f Total of lines 3a through e ........ 908,201
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,361,275
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,023,564
e Remaining amount distributed out of corpus 337,711
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 1,245,912
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		289,626
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		956,286
10 Analysis of line 9:
a Excess from 2020.... 311,556
b Excess from 2021.... 0
c Excess from 2022.... 153,383
d Excess from 2023.... 153,636
e Excess from 2024.... 337,711
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

YMCA OF NORTH CENTRAL OHIO

750 SCHOLL RD
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 66,667

ALZHEIMER-S ASSOCIATION

1379 DUBLIN RD
COLUMBUS,OH43215 		NONE PC GENERAL SUPPORT 13,334

THE FAMILY SERVICE ASSOCIATION

21250 BOX SPRINGS RD
MORANO VALLEY,CA92557 		NONE PC GENERAL SUPPORT 3,333

NUHOP CENTER FOR EXP LEARNING

1077 TOWNSHIP ROAD 2916
PERRYSVILLE,OH44864 		NONE PC GENERAL 29,333

RICHLAND COMMUNITY DEVELOPMENT

55 N MULBERRY ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 57,400

PUTNEY SCHOOL

ELM LEA FARM ROAD
PUTNEY,VT05346 		NONE PC GENERAL SUPPORT 4,000

FRIENDLY HOUSE

380 NORTH MULBERRY STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 3,000

KNOX COUNTY FOUNDATION

PO BOX 1270
MOUNT VERNON,OH43050 		NONE PC GENERAL OPERATING 8,000

DOWNTOWN ARTS THEATER INC

118 E SOUTH ST
Wooster,OH44691 		NONE PC GENERAL SUPPORT 16,000

Mid-Ohio Civic Opera

655 GILBERT AVE
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 5,000

BUCKEYE IMAGINATION MUSEUM

175 W 3RD ST
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 50,000

MANSFIELD CITY SCHOOLS

856 WEST COOK ROAD
MANSFIELD,OH44907 		NONE PC GENERAL OPERATING 33,333

WESTERN RESERVE ACADEMY

115 COLLEGE STREET
HUDSON,OH44236 		NONE PC GENERAL SUPPORT 6,000

HELIOS CARE

297 RIVER STREET SERVICE ROAD
ONEONTA,NY13820 		NONE PC GENERAL SUPPORT 13,333

HISTORIC SARANAC LAKE

89 CHURCH ST
SARANAC LAKE,NY12983 		NONE PC JOHN BLACK ROOM RENOVATIONS 16,667

ST PETER'S PARISH

60 S MULBERRY ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 16,000

UNSTOPPABLE YOUTH SPORTS

PO BOX 581
BELLVILLE,OH44813 		NONE PC GENERAL OPERATING 6,667

SALVATION ARMY MANSFIELD

47 SOUTH MAIN STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 4,000

VILLAGE NETWORK

2000 NOBLE DRIVE
Wooster,OH44691 		NONE PC GENERAL OPERATING 5,000

HARTWICK COLLEGE

ONE HARTWICK DRIVE
ONEONTA,NY13820 		NONE PC GENERAL SUPPORT 12,000

FENIMORE ART MUSEUM

5798 NY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 40,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER RD
MORELAND,OH44022 		NONE PC GENERAL OPERATING 6,667

PROJECTONE

378 PARK AVE W
MANSFIELD,OH44906 		NONE PC GENERAL OPERATING 5,000

FAMILY PLANNING OF SOUTH
CENTRAL NEW YORK
117 HAWLEY STREET
BIRGHAMTON,NY13901 		NONE PC GENERAL SUPPORT 16,667

GLIMMERGLASS OPERA THEATRE

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 25,000

BROOKWOOD SCHOOL

687 COUNTY HWY 59
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 6,000

TAKING ROOT FARMS

928 MARION AVE
MANSFIELD,OH44906 		NONE PC GENERAL OPERATING 100,000

RICHLAND CARROUSEL PARK

34 SOUTH PARK STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 6,000

RAEMELTON THER EQUESTRIAN CENTER

569 S TRIMBLE RD
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 3,000

PATHFINDER VILLAGE FOUNDATION

3 CHENANGO ROAD
EDMESTON,NY13335 		NONE PC GENERAL SUPPORT 10,000

UPSTATE HOME FOR CHILDREN FD

105 CAMPUS DRIVE
ONEONTA,NY13820 		NONE PC GENERAL SUPPORT 30,000

OHIO BIRD SANCTUARY

3774 ORWEILER ROAD
ONTARIO,OH44903 		NONE PC GENERAL SUPPORT 33,333

ACLU OF OHIO FOUNDATION

4506 CHESTER AVENUE
CLEVELAND,OH44103 		NONE PC GENERAL SUPPORT 16,000

NORTH CENTRAL STATE COLLEGE

2441 KENNWOOD CIRCLE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 50,000

THE GLIMMERGLASS FESTIVAL

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE PC GENERAL SUPPORT 46,667

UNITED WAY OFASHLAND COUNTY

32 W S STREET
ASHLAND,OH44805 		NONE PC GENERAL SUPPORT 8,000

AMERICAN RED CROSS

39 N PARK ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 26,667

MANSFIELD REFORMATIORY PRESER SOC

100 REFORMATORY BLVD
MANSFIELD,OH44905 		NONE PC GENERAL SUPPORT 3,000

UNITED WAY OF NORTH CENTRAL OHIO

125 EXECUTIVE DRIVE 100
MARION,OH43302 		NONE PC GENERAL SUPPORT 12,000

MANSFIELD ART CENTER

700 MARION AVENUE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 37,333

VOLUNTEERS OF AMERICA
OF CENTRAL OHIO
280 NORTH MAIN STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 4,000

RICHLAND COUNTY FOUNDATION

24 WEST THIRD STREET
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 16,000

PLANNED PARENTHOOD OF GREATER OHIO

384 PARK AVENUE WEST
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 51,833

CATALYST LIFE SERVICES

741 SCHOLL ROAD
MANSFIELD,OH44907 		NONE PC GENERAL SUPPORT 4,000

DOMESTIC VIOLENCE SHELTER INC

P O BOX 1524
MANSFIELD,OH44901 		NONE PC BANKS BUILDING ACQUISITION 40,000

GREATER CLEVELAND FOOD BANK INC

15500 S WATERLOO RD
CLEVELAND,OH44110 		NONE PC GENERAL SUPPORT 40,000

COMMUNITY ACTION FOR CAPABLE
YOUTH
1495 EAST LONGVIEW AVENUE
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 3,000

RICHLAND ACADEMY OF THE ARTS

75 NORTH WALNUT STREET
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 37,333

THIRD STREET COMMUNITY CLINIC

600 WEST THIRD STREET
MANSFIELD,OH44906 		NONE PC GENERAL SUPPORT 20,667

RAILS TO TRAILS OF WYNE COUNTY

P O BOX 1566
WOOSTER,OH44691 		NONE PC GENERAL PURPOSE 16,667

WAYNE CENTER FOR THE ARTS

237 SOUTH WALNUT STREET
WOOSTER,OH44691 		NONE PC GENERAL SUPPORT 13,334

HABITAT FOR HUMANITY OF
RICHLAND & CRAWFORD
201 EAST TH ST STE 200
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 19,667

UNITED WAY OF RICHLAND COUNTY

3 N MAIN ST
MANSFIELD,OH44902 		NONE PC GENERAL SUPPORT 60,000

NORTH CENTRAL OHIO
INDUSTRIAL MUSEUM
100 REFORMATORY RD
MANDSFIELD,OH44905 		NONE PC PHASE II DIGITAL UPGRADES 10,000

RENAISSANCE PERFORMING ARTS ASSOC

138 PARK AVENUE
MANSFIELD,OH44901 		NONE PC GENERAL SUPPORT 43,000

DISCOVERY SCHOOL

855 MILLSBORO ROAD
MANSFIELD,OH44903 		NONE PC GENERAL SUPPORT 25,333

COMMUNITY FOUNDATION OF
OTSEGO COUNTY
316 W MAIN STREET
GAYLORD,MI49735 		NONE PC GENERAL SUPPORT 43,333
Total .................................right arrow 3a 1,298,568
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 ....     14 506,033  
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 ............ 		    18 648,270  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 60  
bSECTION 897 CAPITA     14 64  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,154,427  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,154,427
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 10,763 7,500
127097103 COTERRA ENERGY INC 12,958 18,184
149150104 CATHAY GENERAL BANCO 9,257 12,712
153527205 CENTRAL GARDEN AND P 11,154 16,128
171604101 CHUY'S HOLDINGS INC    
172062101 CINCINNATI FINANCIAL 10,325 17,675
191216100 COCA COLA CO 14,239 18,865
200525103 COMMERCE BANCSHARES 8,701 11,590
228903100 ARTIVION INC 9,653 11,436
229050307 CRYOPORT INC    
229899109 CULLEN FROST BANKERS 11,637 14,902
235851102 DANAHER CORP 9,659 19,053
249906108 DESCARTES SYS GROUP 6,862 18,971
369550108 GENERAL DYNAMICS COR 11,508 17,654
379577208 GLOBUS MEDICAL INC A 12,556 19,768
422347104 HEARTLAND EXPRESS IN    
438516106 HONEYWELL INTL INC 14,740 20,782
440327104 HORACE MANN EDUCATOR 15,556 14,672
441593100 HOULIHAN LOKEY INC 4,743 18,582
451107106 IDACORP INC 12,073 12,130
457985208 INTEGRA LIFESCIENCES    
526057104 LENNAR CORP CLASS A 8,747 24,547
536797103 LITHIA MTRS INC CL A    
573284106 MARTIN MARIETTA MATL 9,195 23,243
594918104 MICROSOFT CORP 9,744 34,563
595017104 MICROCHIP TECHNOLOGY 12,522 16,574
603158106 MINERALS TECHNOLOGIE 8,466 11,965
606822104 MITSUBISHI UFJ FINL 7,308 16,947
668074305 NORTHWESTERN ENERGY 18,361 14,381
675234108 OCEANFIRST FINANCIAL 10,181 10,245
688239201 OSHKOSH CORPORATION 14,629 12,549
691497309 OXFORD INDUSTRIES IN 9,379 9,926
701094104 PARKER HANNIFIN CORP 11,236 40,706
703343103 PATRICK INDUSTRIES I 4,065 13,708
718546104 PHILLIPS 66    
742718109 PROCTER & GAMBLE CO 15,566 18,944
747525103 QUALCOMM 11,420 22,889
749685103 RPM INTERNATIONAL IN 12,891 20,674
753422104 RAPID7 INC    
811707801 SEACOAST BANKING COR 10,596 11,865
826919102 SILICON LABORATORIES 9,315 10,559
827048109 SILGAN HLDGS INC 13,222 17,437
830830105 CHAMPION HOMES INC 5,642 17,884
835699307 SONY GROUP CORPORATI 9,767 24,122
860630102 STIFEL FINL CORP 6,249 17,609
868459108 SUPERNUS PHARMACEUTI 9,710 13,994
882681109 TEXAS ROADHOUSE INC 4,908 17,141
925550105 VIAVI SOLUTIONS INC 13,490 11,625
74340E103 PROGYNY INC    
00724F101 ADOBE INC 13,546 22,234
01748X102 ALLEGIANT TRAVEL CO    
03071H100 AMERISAFE INC    
03076C106 AMERIPRISE FINANCIAL 8,963 36,205
03076K108 AMERIS BANCORP 10,178 17,332
03662Q105 ANSYS INC 13,217 23,950
04963C209 ATRICURE INC 9,126 10,024
05368V106 AVIENT CORPORATION 11,252 15,241
14040H105 CAPITAL ONE FINANCIA 15,060 30,314
19247A100 COHEN & STEERS INC 6,863 12,097
22052L104 CORTEVA INC-W/I 13,688 27,683
29260V105 ENDAVA PLC- SPON ADR 12,960 8,405
29472R108 EQUITY LIFESTYLE PRO 12,591 13,786
37637Q105 GLACIER BANCORP INC 5,873 7,633
38526M106 GRAND CANYON EDUCATI 10,794 14,578
40637H109 HALOZYME THERAPEUTIC 7,101 11,044
42226A107 HEALTHEQUITY INC 8,110 16,120
44925C103 ICF INTERNATIONAL IN 6,272 10,133
44930G107 ICU MED INC 5,410 5,121
55405Y100 MACOM TECHNOLOGY SOL 4,168 24,813
58506Q109 MEDPACE HOLDINGS INC 5,913 13,954
63633D104 NATIONAL HEALTH INVS 10,703 10,187
67000B104 NOVANTA INC SEDOL BD 11,337 17,569
69478X105 PACIFIC PREMIER BANC 13,833 11,139
71944F106 PHREESIA INC 15,874 12,077
74164F103 PRIMORIS SERVICES CO 4,365 17,190
75524B104 RBC BEARINGS INC 12,054 21,538
78377T107 RYMAN HOSPITALITY PP 10,101 12,834
85254J102 STAG INDUSTRIES INC 14,641 17,181
90278Q108 UFP INDUSTRIES INC 5,171 17,123
92337F107 VERACYTE INC 9,713 14,256
98419M100 XYLEM INC 15,317 20,768
G4388N106 HELEN OF TROY LIMITE    
G5960L103 MEDTRONIC PLC SEDOL 13,959 12,222
H01301128 ALCON INC SEDOL BJXB 11,880 18,336
008492100 AGREE RLTY CORP REIT 10,799 11,695
011311107 ALAMO GROUP INC    
031162100 AMGEN INC 14,734 20,069
057665200 BALCHEM CORP CL B 7,627 15,322
099406100 BOOT BARN HOLDINGS I 4,942 13,664
21036P108 CONSTELLATION BRANDS 14,782 13,481
22822V101 CROWN CASTLE INC    
278865100 ECOLAB INC 19,461 20,854
453836108 INDEPENDENT BANK COR 9,806 9,500
46116X101 INTRA-CELLULAR THERA 8,823 15,034
559663109 MAGNOLIA OIL & GAS C 8,799 15,805
576485205 MATADOR RESOURCES CO 9,853 16,597
59410T106 MICHELIN (CGDE) UNSP 18,160 15,866
70435P102 PAYCOR HCM INC    
76156B107 REVOLVE GROUP INC 7,261 6,464
880779103 TEREX CORP NEW    
03969K108 ARCUTIS BIOTHERAPEUT 10,049 7,244
049560105 ATMOS ENERGY CORP 17,856 21,726
052769106 AUTODESK INC    
09058V103 BIOCRYST PHARMACEUTI 9,651 7,129
09260D107 BLACKSTONE INC 14,243 20,518
15872M104 CHAMPIONX CORPORATIO 6,619 7,260
302492103 FLYWIRE CORP-VOTING 16,174 15,444
45073V108 ITT INC 6,011 13,002
457669307 INSMED INC 3,701 13,463
58933Y105 MERCK & CO INC 17,098 16,912
703481101 PATTERSON-UTI ENERGY    
78473E103 SPX TECHNOLOGIES 7,953 20,518
82489W107 SHOALS TECHNOLOGIES    
871829107 SYSCO CORP    
902973304 US BANCORP DEL COM N 20,349 21,858
98389B100 XCEL ENERGY INC 18,324 17,623
01749D105 ALLEGRO MICROSYSTEMS 10,148 7,520
03783C100 APPFOLIO INC - A 8,211 15,790
124805102 CBIZ INC 10,760 17,184
16115Q308 CHART INDUSTRIES INC 10,543 13,359
264147109 DUCOMMUN INC DELAWAR 7,125 8,849
33748L101 FIRST WATCH RESTAURA 12,036 12,618
35138V102 FOX FACTORY HOLDING    
45827U109 INTAPP INC 16,332 28,841
548661107 LOWES COMPANIES INC 14,720 17,523
87265H109 TRI POINTE HOMES INC 12,500 12,546
879360105 TELEDYNE TECHNOLOGIE 16,765 17,637
902788108 UMB FINL CORP 10,937 15,010
90337L108 U S PHYSICAL THERAPY 9,863 8,871
918090101 UTZ BRANDS INC 9,911 8,456
92338C103 VERALTO CORP-W/I    
92846Q107 VITA COCO CO INC/THE 7,573 9,966
007973100 ADVANCED ENERGY INDS 10,899 11,447
00847X104 AGIOS PHARMACEUTICAL 3,505 5,060
026874784 AMERICAN INTERNATION 20,239 19,146
030420103 AMERICAN WATER WORKS 16,804 16,184
043436104 ASBURY AUTOMOTIVE GR 10,290 11,908
05589G102 THE BALDWIN INSURANC 9,134 10,271
12763L105 CADRE HOLDINGS INC 9,922 8,753
22663K107 CRINETICS PHARMACEUT 6,345 6,391
292765104 ENERPAC TOOL GROUP C 7,686 7,191
431636109 HILLMAN SOLUTIONS CO 9,609 9,691
45378A106 INDEPENDENCE REALTY 11,024 10,932
505336107 LA Z BOY INC 7,623 7,973
674215207 CHORD ENERGY CORP 14,314 11,458
69913P105 PARAGON 28 INC 5,241 5,630
71367G102 PERELLA WEINBERG PAR 5,201 9,274
80689H102 SCHNEIDER NATIONAL I 6,057 6,647
85205L107 SPRINGWORKS THERAPEU 7,689 6,973
859241101 STERLING INFRASTRUCT 10,533 14,992
875372203 TANDEM DIABETES CARE 12,857 12,175
88224Q107 TEXAS CAP BANCSHARES 8,724 8,524
88362T103 THERMON GROUP HOLDIN 8,327 7,308
89151E109 TOTALENERGIES SE 17,765 14,824
92343V104 VERIZON COMMUNICATIO 19,494 17,676
G39108108 GATES INDUSTRIAL COR 8,800 8,969

TY 2024 InvestmentsOtherSchedule2
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 2,426,716 2,241,825
317609295 SEAFARER OVERSEAS GR AT COST 552,191 535,249
412295701 HARDING LOEVNER INST      
464287200 ISHARES CORE S&P 500 AT COST 2,771,295 5,969,215
922042775 VANGUARD FTSE ALL WO AT COST 551,567 610,153
922908629 VANGUARD MID CAP ETF AT COST 944,394 1,873,210
922908736 VANGUARD GROWTH ETF AT COST 466,473 1,330,236
922908744 VANGUARD VALUE ETF AT COST 198,748 330,643
922908751 VANGUARD SMALL CAP E AT COST 438,608 683,116
31423A671 FEDERATED HERMES INT AT COST 1,019,004 923,367
52106N459 LAZARD GLOBAL LISTED AT COST 189,793 199,865
38147X325 GLDMN SCHS ABS RTRN AT COST 1,435,349 1,492,422
464287226 ISHARES CORE US AGGR AT COST 1,708,766 1,697,688
056823396 BAILLIE GIFFORD EMER AT COST 329,392 316,514

TY 2024 OtherDecreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
2024 TRANSACTION POSTED IN 2025 21,694
RETURN OF CAPITAL ADJUSTMENT 104
COST BASIS ADJUSTMENT/PY ROC 703


TY 2024 OtherExpensesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 8,026 8,026   0
ADR SERVICE FEES 110 110   0
CLASS ACTION FILING FEES 25 25   0


TY 2024 OtherIncomeSchedule2
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 60 60  
SECTION 897 CAPITAL GAIN 64 64  


TY 2024 OtherIncreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
2023 TRANSACTION POSTED IN 2024 37,519
2023 SALES POSTED IN 2024 1,349
ADJUSTMENT TO INCOME 236
ROUNDING ADJ FOR SALES AND TRANSACTIONS 4


TY 2024 TaxesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 561 561   0
FEDERAL TAX PAYMENT - PRIOR YE 1,084 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,656 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,214 6,214   0
FOREIGN TAXES ON NONQUALIFIED 2,557 2,557   0