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
DANIEL G HARTMAN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-2693865
B Telephone number (see instructions)

(215) 553-1152
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$10,399,896J 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... 261,549 261,224  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 383,192
b Gross sales price for all assets on line 6a 3,667,298
7 Capital gain net income (from Part IV, line 2)... 383,192
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 644,741 644,416  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 103,144 61,886   41,258
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
12,330 4,359   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
70 70    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,544 66,315 0 41,258
25 Contributions, gifts, grants paid....... 480,898 480,898
26 Total expenses and disbursements. Add lines 24 and 25 596,442 66,315 0 522,156
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,299
b Net investment income (if negative, enter -0-) 578,101
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......... 365,090 53,475 53,475
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,622,232 Click to see attachment
List of Attached Documents:
// Content
8,982,948 		10,346,421
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) 8,987,322 9,036,423 10,399,896
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........ 8,987,322 9,036,423
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)..... 8,987,322 9,036,423
30 Total liabilities and net assets/fund balances (see instructions). 8,987,322 9,036,423
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
8,987,322
2
Enter amount from Part I, line 27a .....................
2
48,299
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,459
4
Add lines 1, 2, and 3 ..........................
4
9,037,080
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
657
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,036,423
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 5162.622 BNY MELLON SMALL CAP STK FD CL M SHS   2023-06-28 2024-01-02
b 91.846 BNY MELLON SMALL CAP STK FD CL M SHS   2023-12-18 2024-01-02
c 2797.872 BNY MELLON SMALL CAP STK FD CL M SHS   2003-09-05 2024-01-02
d 6982. INVESCO S&P 500 EQUAL WEIGHT   2023-08-10 2024-01-02
e 2747. ISHARES 1-3 YEAR TREASURY BOND ETF   2021-03-31 2024-01-02
1293. ISHARES TR S & P SMALL CAP 600   2023-03-01 2024-01-02
87. ASSURANT INC   2023-08-18 2024-01-05
62. AON PLC/IRELAND A   2023-04-24 2024-01-05
34. AON PLC/IRELAND A   2024-01-03 2024-01-05
17. ASSURANT INC   2023-08-23 2024-01-08
157. BUNGE GLOBAL SA   2023-07-31 2024-01-22
330. MORGAN STANLEY DEAN WITTER & CO   2023-04-24 2024-02-05
180. MORGAN STANLEY DEAN WITTER & CO   2024-01-03 2024-02-05
7. NORTHROP GRUMMAN CORP   2023-04-24 2024-02-05
40. NORTHROP GRUMMAN CORP   2024-01-03 2024-02-05
55. BERKSHIRE HATHAWAY INC DEL CL B   2024-01-03 2024-02-21
420. COCA - COLA CO   2023-10-24 2024-02-21
27. ELI LILLY & CO COM   2024-01-03 2024-02-21
26. MARATHON PETROLEUM CORP   2023-04-24 2024-02-21
96. MARATHON PETROLEUM CORP   2024-01-03 2024-02-21
13. EXXON MOBIL CORP   2023-06-30 2024-02-28
190. EXXON MOBIL CORP   2024-01-03 2024-02-28
326. EXXON MOBIL CORP   2022-10-10 2024-02-28
310. SHELL PLC-W/I-ADR   2023-04-24 2024-02-28
180. SHELL PLC-W/I-ADR   2024-01-03 2024-02-28
26. ELI LILLY & CO COM   2024-01-03 2024-03-28
95. ELI LILLY & CO COM   2020-06-23 2024-03-28
140. PROGRESSIVE CORP OHIO   2023-04-24 2024-03-28
76. PROGRESSIVE CORP OHIO   2024-01-03 2024-03-28
15978.201 BNY MELLON SMALL CAP STK FD CL M SHS   2003-09-05 2024-04-16
92. ABBVIE INC   2023-09-21 2024-04-25
165. ABBVIE INC   2024-01-03 2024-04-25
199. ABBVIE INC   2019-09-20 2024-04-25
90. CF INDS HLDGS INC   2024-01-03 2024-05-07
150. CF INDS HLDGS INC   2023-04-28 2024-05-07
330. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-03 2024-05-08
590. INTERPUBLIC GROUP OF COMPANIES INC   2023-04-24 2024-05-08
320. INTEL CORPORATION   2023-09-21 2024-06-12
180. INTEL CORPORATION   2024-01-03 2024-06-12
210. SHOPIFY INC-A W/I   2023-11-03 2024-06-12
490. SHOPIFY INC-A W/I   2023-12-18 2024-06-12
19. NORTHROP GRUMMAN CORP   2023-09-21 2024-06-24
46. NORTHROP GRUMMAN CORP   2023-04-24 2024-06-24
.6667 GRAIL INC   2023-04-24 2024-07-08
81. ARES MANAGEMENT CORP   2024-01-03 2024-07-23
19. CINTAS CORP   2024-01-03 2024-07-23
33. CINTAS CORP   2023-04-24 2024-07-23
33.8334 GRAIL INC   2023-07-31 2024-07-23
4.1666 GRAIL INC   2023-04-24 2024-07-23
650. NEWMONT MINING CORP   2023-12-07 2024-07-23
240. CRH PLC   2024-01-03 2024-07-23
439. INTERNATIONAL GAME TECHNOLOG   2023-04-24 2024-07-23
34. ARES MANAGEMENT CORP   2024-01-03 2024-07-24
210. ARES MANAGEMENT CORP   2023-04-12 2024-07-24
407. INTERNATIONAL GAME TECHNOLOG   2023-04-17 2024-07-24
121. CONSTELLATION ENERGY CORP   2024-01-03 2024-07-25
440. EDWARDS LIFESCIENCES CORP   2024-03-28 2024-07-25
192. INTERNATIONAL GAME TECHNOLOG   2024-01-03 2024-07-25
214. INTERNATIONAL GAME TECHNOLOG   2023-04-14 2024-07-25
408. INTERNATIONAL GAME TECHNOLOG   2024-01-03 2024-07-26
19108.28 BNY MELLON INCOME STK FD CL M   2015-05-14 2024-07-30
1500. ISHARES MSCI EAFE SMALL CAP   2021-03-31 2024-07-30
189. CHEVRON CORPORATION   2024-02-28 2024-08-01
89. J P MORGAN CHASE & CO   2024-01-03 2024-08-08
98. EATON CORP PLC   2024-01-03 2024-08-08
49. TRANE TECHNOLOGIES PLC   2024-01-03 2024-08-08
14. EATON CORP PLC   2024-01-03 2024-08-27
2. EATON CORP PLC   2024-01-03 2024-08-27
129. EATON CORP PLC   2017-05-10 2024-08-27
159. ROSS STORES INC   2023-09-21 2024-08-28
160. OCCIDENTAL PETROLEUM CORPORATION COMMON   2024-01-03 2024-09-12
310. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-06-30 2024-09-12
84. J P MORGAN CHASE & CO   2024-01-03 2024-09-13
299. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
82. WILLIS TOWERS WATSON PLC   2024-07-23 2024-10-04
430. CITIGROUP INC   2024-02-28 2024-10-24
430. SANOFI-SYNTHELABO   2023-04-14 2024-10-24
33. UNITED HEALTH GROUP INC   2024-01-03 2024-10-24
100. ALLSTATE CORP COM   2024-01-03 2024-10-31
121. T -MOBILE US INC   2024-07-23 2024-10-31
11. CONSTELLATION ENERGY CORP   2024-01-03 2024-11-14
42. CONSTELLATION ENERGY CORP   2023-06-21 2024-11-14
39. UNITED HEALTH GROUP INC   2023-11-20 2024-11-14
450. CELSIUS HOLDINGS INC   2024-07-23 2024-11-26
146. DEXCOM INC   2024-04-25 2024-11-26
171. DEXCOM INC   2024-07-25 2024-11-26
430. SCHLUMBERGER LIMITED COM   2024-01-03 2024-12-13
760. SCHLUMBERGER LIMITED COM   2023-04-12 2024-12-13
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 102,581   100,000 2,581
b 1,825   1,800 25
c 55,594   39,945 15,649
d 1,098,261   1,063,005 35,256
e 224,977   229,960 -4,983
138,776   132,220 6,556
14,658   13,361 1,297
17,826   20,710 -2,884
9,776   9,887 -111
2,833   2,366 467
13,971   16,884 -2,913
28,405   29,790 -1,385
15,494   16,654 -1,160
3,099   3,298 -199
17,710   19,110 -1,400
22,443   20,178 2,265
25,607   24,098 1,509
19,955   16,576 3,379
4,314   3,207 1,107
15,929   15,209 720
1,354   1,393 -39
19,796   19,573 223
33,965   32,655 1,310
19,404   18,949 455
11,267   12,040 -773
20,320   15,962 4,358
74,245   17,783 56,462
28,957   19,223 9,734
15,720   12,489 3,231
304,704   207,328 97,376
15,362   14,121 1,241
27,552   26,489 1,063
33,230   15,276 17,954
6,700   7,436 -736
11,166   10,645 521
10,185   10,724 -539
18,210   22,159 -3,949
10,018   11,097 -1,079
5,635   8,487 -2,852
13,598   12,504 1,094
31,728   36,404 -4,676
8,176   8,310 -134
19,795   21,674 -1,879
10   26 -16
12,172   9,232 2,940
14,384   11,101 3,283
24,982   15,201 9,781
517   817 -300
64   162 -98
30,566   25,922 4,644
19,704   15,943 3,761
9,067   12,563 -3,496
4,972   3,875 1,097
30,711   17,286 13,425
8,235   11,518 -3,283
20,587   14,067 6,520
26,768   42,064 -15,296
3,877   5,120 -1,243
4,321   5,923 -1,602
9,484   10,881 -1,397
150,955   177,898 -26,943
95,229   108,218 -12,989
28,836   28,759 77
18,106   15,279 2,827
28,015   23,004 5,011
16,011   11,620 4,391
4,164   3,283 881
592   469 123
38,197   9,746 28,451
23,842   19,297 4,545
8,170   9,688 -1,518
15,829   18,382 -2,553
17,246   14,421 2,825
34,519   30,649 3,870
23,838   22,378 1,460
27,038   23,701 3,337
22,152   24,284 -2,132
18,543   17,882 661
18,737   14,486 4,251
27,066   21,331 5,735
2,496   1,279 1,217
9,531   3,815 5,716
23,125   20,355 2,770
12,455   21,224 -8,769
11,306   20,169 -8,863
13,242   18,740 -5,498
17,279   22,729 -5,450
30,540   38,340 -7,800
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
      134,697
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,581
b       25
c       15,649
d       35,256
e       -4,983
      6,556
      1,297
      -2,884
      -111
      467
      -2,913
      -1,385
      -1,160
      -199
      -1,400
      2,265
      1,509
      3,379
      1,107
      720
      -39
      223
      1,310
      455
      -773
      4,358
      56,462
      9,734
      3,231
      97,376
      1,241
      1,063
      17,954
      -736
      521
      -539
      -3,949
      -1,079
      -2,852
      1,094
      -4,676
      -134
      -1,879
      -16
      2,940
      3,283
      9,781
      -300
      -98
      4,644
      3,761
      -3,496
      1,097
      13,425
      -3,283
      6,520
      -15,296
      -1,243
      -1,602
      -1,397
      -26,943
      -12,989
      77
      2,827
      5,011
      4,391
      881
      123
      28,451
      4,545
      -1,518
      -2,553
      2,825
      3,870
      1,460
      3,337
      -2,132
      661
      4,251
      5,735
      1,217
      5,716
      2,770
      -8,769
      -8,863
      -5,498
      -5,450
      -7,800
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 383,192
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 8,036
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 8,036
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 8,036
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,944
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 6,944
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,092
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 arrowBNY MELLON NA Telephone no.right arrow (215) 553-1152

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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
BNY MELLON N A TRUSTEE
1 		103,144    
PO BOX 185
PITTSBURGH,PA152300185
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
10,198,686
b
Average of monthly cash balances.......................
1b
101,947
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,300,633
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
10,300,633
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
154,509
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,146,124
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
507,306
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
507,306
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,036
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,036
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
499,270
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
499,270
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
499,270
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
522,156
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
522,156
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 7 499,270
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 90,377
c From 2021...... 22,039
d From 2022...... 184,040
e From 2023...... 40,641
f Total of lines 3a through e ........ 337,097
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 522,156
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..... 499,270
e Remaining amount distributed out of corpus 22,886
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 5 359,983
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		359,983
10 Analysis of line 9:
a Excess from 2020.... 90,377
b Excess from 2021.... 22,039
c Excess from 2022.... 184,040
d Excess from 2023.... 40,641
e Excess from 2024.... 22,886
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).)
NONE
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.
NONE
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

ST JOHN'S EVANGELICAL CHURCH

VIST BANK
LEESPORT,PA19533 		NONE PC GENERAL OPERATING 48,090

SALVATION ARMY

440 WEST NYACK ROAD
WEST NYACK,NY10994 		NONE PC GENERAL OPERATING 240,448

GOOD SHEPHERD CHURCH OF CHRIST

35 W PHILADELPHIA AVENUE
BOYERTOWN,PA19512 		NONE PC GENERAL OPERATING 48,090

BOYERTOWN COMMUNITY LIBRARY

24 N READING AVE
BOYERTOWN,PA19512 		NONE PC GENERAL OPERATING 48,090

BOYERTOWN LIONS COM AMB SVC

EXECUTIVE DIRECTOR 2 EAST SECOND S
BOYERTOWN,PA19512 		NONE PC GENERAL OPERATING 48,090

THE FRIENDSHIP HOOK & LADDER

10 WARWICK STREET
BOYERTOWN,PA19512 		NONE PC GENERAL OPERATING 48,090
Total .................................right arrow 3a 480,898
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 ....     14 261,549  
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 ............ 		    18 383,192  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   644,741  
13Total. Add line 12, columns (b), (d), and (e)..................
13
644,741
(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 InvestmentsOtherSchedule2
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M301 BNY MELLON INCOME ST AT COST 206,634 168,794
05569M814 BNY MELLON INTERMEDI AT COST 1,123,932 1,102,465
594918104 MICROSOFT CORP COM AT COST 185,826 327,927
91324P102 UNITED HEALTH GROUP AT COST 22,023 40,975
023135106 AMAZON COM INC AT COST 141,056 265,901
05569M509 BNY MELLON MID CAP S AT COST 431,492 518,916
929089100 VOYA FINANCIAL INC AT COST 23,233 27,532
037833100 APPLE INC AT COST 169,755 292,741
026874784 AMERICAN INTERNATION AT COST 19,070 22,568
05569M806 BNY MELLON SMALL CAP      
05569M830 BNY MELLON BOND FD C AT COST 849,746 769,833
46625H100 J P MORGAN CHASE & C AT COST 36,345 77,426
05569M871 BNY MELLON INTL FD C AT COST 240,133 308,353
G29183103 EATON CORP PLC      
05588E850 BNY MELLON HIGH YIEL AT COST 209,600 187,868
00287Y109 ABBVIE INC      
05588F709 BNYM GLBL RL EST SEC AT COST 92,676 95,970
12572Q105 CME GROUP INC AT COST 65,966 78,262
191216100 COCA-COLA CO USD      
05589K400 BNYM FLTNG RT INC-Y AT COST 95,836 88,501
05569M368 BNY MELLON CORP BOND AT COST 437,845 432,697
532457108 ELI LILLY & CO COM      
G8994E103 TRANE TECHNOLOGIES P AT COST 8,072 36,935
87234N765 TCW EMERGING MARKETS AT COST 146,332 119,909
31618H283 FIDELITY ADV INTL SM AT COST 199,308 179,754
464287457 ISHARES 1-3 YEAR TRE      
464288273 ISHARES MSCI EAFE SM      
30231G102 EXXON MOBIL CORP      
00206R102 AT&T INC AT COST 45,906 62,618
517834107 LAS VEGAS SANDS CORP AT COST 33,370 39,547
020002101 ALLSTATE CORP COM AT COST 28,716 39,715
00771X419 G Q G PART EMERG MKT AT COST 182,000 223,646
016255101 ALIGN TECHNOLOGY INC AT COST 45,405 29,608
02079K107 ALPHABET INC AT COST 179,668 289,278
031100100 AMETEK INC NEW AT COST 39,519 46,687
038222105 APPLIED MATERIALS IN AT COST 43,296 55,294
03990B101 ARES MANAGEMENT CORP      
04045F592 ARISTOTLE FLTNG RT I AT COST 225,000 219,002
04621X108 ASSURANT INC AT COST 35,417 35,181
075887109 BECTON DICKINSON AND AT COST 80,336 73,052
084670702 BERKSHIRE HATHAWAY I AT COST 81,408 109,240
09073M104 BIO-TECHNE CORP AT COST 23,633 22,329
125269100 CF INDS HLDGS INC      
16679L109 CHEWY INC - CLASS A AT COST 26,571 38,848
17275R102 CISCO SYS INC AT COST 58,011 71,040
172908105 CINTAS CORP      
20825C104 CONOCOPHILLIPS AT COST 50,975 45,321
21037T109 CONSTELLATION ENERGY AT COST 16,735 46,532
22160N109 COSTAR GROUP INC AT COST 35,813 33,647
233203421 DFA EMERG MKTS CORE AT COST 182,000 198,081
235851102 DANAHER CORP COMMON AT COST 73,697 74,145
254687106 DISNEY (WALT) COMPAN AT COST 34,422 39,307
25746U109 DOMINION RES INC VA AT COST 44,095 49,551
35671D857 FREEPORT-MCMORAN COP AT COST 43,118 39,984
37045V100 GENERAL MOTORS CO AT COST 21,297 33,027
38141G104 GOLDMAN SACHS GROUP AT COST 34,233 54,972
443201108 HOWMET AEROSPACE INC AT COST 34,044 72,184
443573100 HUBSPOT INC AT COST 42,161 63,406
452327109 ILLUMINA INC AT COST 34,359 31,002
45687V106 INGERSOLL RAND INC AT COST 37,050 53,371
458140100 INTEL CORPORATION      
460690100 INTERPUBLIC GROUP OF      
46137V357 INVESCO S&P 500 EQUA      
464287507 ISHARES TR S&P MIDCA AT COST 341,527 410,623
464287804 ISHARES TR S & P SMA AT COST 117,495 132,388
46432F842 ISHARES CORE MSCI EA AT COST 271,043 291,803
49177J102 KENVUE INC AT COST 41,617 37,149
550021109 LULULEMON ATHLETICA AT COST 24,923 22,562
56585A102 MARATHON PETROLEUM C AT COST 17,294 20,228
617446448 MORGAN STANLEY DEAN      
651639106 NEWMONT MINING CORP AT COST 18,200 17,121
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 91,985 370,640
674599105 OCCIDENTAL PETROLEUM      
743315103 PROGRESSIVE CORP OHI      
759916109 REPLIGEN CORP AT COST 30,168 27,924
776696106 ROPER TECHNOLOGIES I AT COST 47,393 51,465
778296103 ROSS STORES INC      
780259305 SHELL PLC-W/I-ADR      
80105N105 SANOFI-SYNTHELABO AT COST 29,871 27,973
803607100 SAREPTA THERAPEUTICS AT COST 26,637 30,276
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 33,577 43,345
90353T100 UBER TECHNOLOGIES IN AT COST 20,382 30,160
92338C103 VERALTO CORP-W/I AT COST 31,895 41,351
98978V103 ZOETIS INC AT COST 35,611 30,468
G0403H108 AON PLC/IRELAND A AT COST 21,303 25,500
G25508105 CRH PLC AT COST 23,167 37,933
G4863A108 INTERNATIONAL GAME T      
G5960L103 MEDTRONIC PLC AT COST 76,292 70,294
G7496G103 RENAISSANCERE HLDGS AT COST 32,596 39,063
H11356104 BUNGE GLOBAL SA      
060505104 BANK OF AMERICA CORP AT COST 27,675 32,084
071813109 BAXTER INTL INC COM AT COST 21,942 16,038
110122108 BRISTOL MYERS SQUIBB AT COST 30,363 35,067
25278X109 DIAMONDBACK ENERGY I AT COST 23,699 23,755
26884L109 EQT CORP COM AT COST 72,033 84,381
320517105 FIRST HORIZON NATL C AT COST 19,894 28,397
36828A101 GE VERNOVA LLC AT COST 32,004 59,865
375558103 GILEAD SCIENCES INC AT COST 23,111 24,016
443510607 HUBBELL INC COM AT COST 80,852 85,872
460146103 INTERNATIONAL PAPER AT COST 31,818 36,598
46120E602 INTUITIVE SURGICAL I AT COST 40,242 52,718
464287655 ISHARES RUSSELL 2000 AT COST 301,160 343,372
502431109 L3HARRIS TECHNOLOGIE AT COST 50,739 50,257
504922105 LABCORP HOLDINGS INC AT COST 29,780 33,710
59156R108 METLIFE INC AT COST 24,371 23,745
60937P106 MONGODB INC AT COST 37,382 25,842
64110L106 NETFLIX COM INC AT COST 18,914 29,414
681919106 OMNICOM GROUP INC CO AT COST 46,510 42,160
718172109 PHILIP MORRIS INTERN AT COST 21,365 25,274
718546104 PHILLIPS 66 AT COST 29,395 23,356
722304102 PINDUODUO INC-ADR AT COST 22,708 18,234
88579Y101 3M CO AT COST 21,472 26,593
902973304 US BANCORP DEL AT COST 27,110 26,785
G51502105 JOHNSON CTLS INTL PL AT COST 44,327 53,672
H01301128 ALCON INC AT COST 31,383 28,863
V7780T103 ROYAL CARIBBEAN CRUI AT COST 22,588 25,145

TY 2024 OtherDecreasesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 332
ROC ON CY SALES 325


TY 2024 OtherExpensesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 70 70   0


TY 2024 OtherIncreasesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Amount
MUTUAL FUND TIMING ADJ 1,455
ROUNDING 4


TY 2024 TaxesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,354 3,354   0
FEDERAL TAX PAYMENT - PRIOR YE 1,027 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,944 0   0
FOREIGN TAXES ON NONQUALIFIED 1,005 1,005   0