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
HERBERT G FELDMAN CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)149 LINNVIEW AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152103717
A Employer identification number

25-1832024
B Telephone number (see instructions)

(412) 580-6954
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,543,442J 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... 111,954 111,859  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,599
b Gross sales price for all assets on line 6a 688,067
7 Capital gain net income (from Part IV, line 2)... 173,599
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........ 285,553 285,458  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,296 23,148   23,148
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,524 0 0 1,524
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,928 36,928   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,510 1,192   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,161 0 0 1,161
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,419 61,268 0 25,833
25 Contributions, gifts, grants paid....... 173,954 173,954
26 Total expenses and disbursements. Add lines 24 and 25 269,373 61,268 0 199,787
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,180
b Net investment income (if negative, enter -0-) 224,190
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......... 121,283 144,925 144,925
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)....... 260,475 Click to see attachment
List of Attached Documents:
// Content
239,383 		526,177
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).......... 3,284,818 Click to see attachment
List of Attached Documents:
// Content
3,300,704 		3,872,340
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) 3,666,576 3,685,012 4,543,442
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,666,576 3,685,012
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,666,576 3,685,012
30 Total liabilities and net assets/fund balances (see instructions). 3,666,576 3,685,012
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,666,576
2
Enter amount from Part I, line 27a .....................
2
16,180
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,213
4
Add lines 1, 2, and 3 ..........................
4
3,686,969
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,685,012
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 11. ABBVIE INC   2020-02-19 2024-01-25
b 18. AMERICAN WATER WORKS CO INC   2016-02-18 2024-01-25
c 19. MERCK & CO INC   2020-09-29 2024-01-25
d 2. MERCK & CO INC   2020-09-29 2024-01-25
e 1. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-25
16. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-25
17. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-26
7. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-26 2024-01-29
10. ABBVIE INC   2020-04-21 2024-02-29
2. ELI LILLY & CO   2018-07-17 2024-02-29
14. MERCK & CO INC   2020-09-29 2024-02-29
28. ZOETIS INC   2022-05-12 2024-02-29
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2024-03-20
608. ISHARES CORE MSCI EAFE ETF ETF   2023-03-29 2024-03-25
6705.1 MFS EMERGING MKTS DEBT FD-R6   2019-03-20 2024-03-25
62.76 MADISON MID CAP FUND-R6   2023-12-26 2024-03-25
1367.446 MADISON MID CAP FUND-R6   2019-09-19 2024-03-25
3312.456 NUANCE MID CAP VALUE-Z   2019-09-19 2024-03-25
13. DEERE & CO   2021-01-14 2024-04-01
122. INTERPUBLIC GROUP COMPANIES INC   2020-12-03 2024-04-01
1. AUTOZONE INC   2018-10-19 2024-08-15
64. COMCAST CORPORATION CL A   2011-10-28 2024-08-15
16. COMCAST CORPORATION CL A   2011-10-28 2024-08-15
32. COMCAST CORPORATION CL A   2011-10-28 2024-08-15
3. ELI LILLY & CO   2018-07-17 2024-08-15
13. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
12. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
54. FOX CORP - CLASS A - W/I   2022-05-03 2024-09-23
50. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-09-23
1. ALPHABET INC/CA-CL A   2023-10-03 2024-10-28
1. APPLE INC   2009-07-30 2024-10-28
2. BLACKSTONE INC   2021-11-23 2024-10-28
1. BLACKROCK FUNDING INC/DE   2020-08-12 2024-10-28
1. CDW CORP/DE   2019-07-19 2024-10-28
1. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-10-28
2. CINTAS CORP   2019-05-13 2024-10-28
1. HOME DEPOT INC   2012-01-11 2024-10-28
1. JPMORGAN CHASE & CO   2003-09-02 2024-10-28
3. LAM RESEARCH CORP   2020-03-25 2024-10-28
1. MASTERCARD INC CL A   2021-11-23 2024-10-28
1. MCDONALD'S CORP   2022-11-22 2024-10-28
1. MICROSOFT CORP   2009-02-18 2024-10-28
1. MORGAN STANLEY   2020-01-29 2024-10-28
1. TELEDYNE TECHNOLOGIES INC   2019-11-19 2024-10-28
64. CSX CORP   2024-04-01 2024-10-29
77. CSX CORP   2023-07-07 2024-10-29
62. CSX CORP   2023-07-07 2024-10-29
31. CSX CORP   2023-11-28 2024-10-29
54. CSX CORP   2023-07-07 2024-10-29
10. CINTAS CORP   2019-05-13 2024-10-29
16. ABBOTT LABORATORIES INC   2021-08-03 2024-11-05
9. ABBVIE INC   2020-04-21 2024-11-05
39. ALPHABET INC/CA-CL A   2009-10-09 2024-11-05
31. AMAZON COM INC   2018-02-09 2024-11-05
45. APPLE INC   2009-07-30 2024-11-05
11. ATMOS ENERGY CORP   2024-01-26 2024-11-05
1. AUTOZONE INC   2018-10-19 2024-11-05
50. BANK OF AMERICA CORP   2023-11-28 2024-11-05
10. BLACKSTONE INC   2021-11-23 2024-11-05
1. BLACKROCK FUNDING INC/DE   2020-08-12 2024-11-05
25. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-05
28. BROADCOM INC   2019-02-12 2024-11-05
5. CDW CORP/DE   2019-07-19 2024-11-05
5. CADENCE DESIGN SYSTEMS INC   2023-03-14 2024-11-05
8. CELANESE CORP   2023-04-14 2024-11-05
8. CHEVRON CORPORATION   2022-03-23 2024-11-05
9. CINTAS CORP   2019-05-13 2024-11-05
2. COSTCO WHOLESALE CORP   2018-08-08 2024-11-05
10. DISNEY WALT CO   2024-04-01 2024-11-05
9. EASTMAN CHEM CO   2024-09-24 2024-11-05
21. EXXON MOBIL CORP   2021-02-26 2024-11-05
10. META PLATFORMS INC   2023-10-03 2024-11-05
14. FOX CORP - CLASS A - W/I   2022-06-08 2024-11-05
6. HOME DEPOT INC   2012-01-11 2024-11-05
6. HONEYWELL INTL INC   2023-11-28 2024-11-05
3. HONEYWELL INTL INC   2023-10-16 2024-11-05
3. HUBBELL INC   2024-02-29 2024-11-05
7. ILLINOIS TOOL WORKS INC   2024-04-01 2024-11-05
2635. ISHARES U S TREASURY BOND ETF   2023-06-09 2024-11-05
13. JPMORGAN CHASE & CO   2003-09-02 2024-11-05
20. LAM RESEARCH CORP   2020-03-25 2024-11-05
4. ELI LILLY & CO   2018-07-17 2024-11-05
5. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-11-05
5. MASTERCARD INC CL A   2021-11-23 2024-11-05
4. MCDONALD'S CORP   2022-11-22 2024-11-05
16. MERCK & CO INC   2020-09-29 2024-11-05
27. MICROSOFT CORP   2009-02-18 2024-11-05
13. MORGAN STANLEY   2020-01-29 2024-11-05
4. MOTOROLA SOLUTIONS INC   2019-12-10 2024-11-05
21. NVIDIA CORP   2024-08-15 2024-11-05
10. PEPSICO INC   2023-09-06 2024-11-05
16. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2024-11-05
9. PROCTER & GAMBLE CO   2018-11-02 2024-11-05
6. QUANTA SVCS INC   2022-06-08 2024-11-05
8. RAYMOND JAMES FINANCIAL INC   2024-10-30 2024-11-05
3. S&P GLOBAL INC   2016-05-26 2024-11-05
18. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-11-05
2. SERVICE NOW INC   2023-06-02 2024-11-05
4. STRYKER CORP   2019-08-23 2024-11-05
12. TJX COMPANIES INC NEW   2023-02-09 2024-11-05
11. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2024-11-05
1. TELEDYNE TECHNOLOGIES INC   2019-11-19 2024-11-05
1. TRANSDIGM GROUP INC   2024-10-30 2024-11-05
6. UNITEDHEALTH GROUP INC   2016-10-28 2024-11-05
8. VISA INC CLASS A SHARES   2013-02-11 2024-11-05
8. WEC ENERGY GROUP INC   2009-07-30 2024-11-05
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-13 2024-11-05
3. NEW LINDE PLC SEDOL BNZHB81   2024-09-23 2024-11-05
6. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-11-05
30. CELANESE CORP   2023-04-12 2024-11-07
76. SCHLUMBERGER LTD SEDOL 2779201   2021-05-28 2024-11-07
10. ABBVIE INC   2020-04-21 2024-11-22
23. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-22
16. BROADCOM INC   2019-02-12 2024-11-22
22. CDW CORP/DE   2019-07-19 2024-11-22
3. ELI LILLY & CO   2018-07-17 2024-11-22
4. STRYKER CORP   2019-08-23 2024-11-22
11. APPLE INC   2009-07-30 2024-11-25
7. MICROSOFT CORP   2009-02-18 2024-11-25
3. SERVICE NOW INC   2023-06-02 2024-11-25
14. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-14 2024-11-25
1902. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-10-04 2024-12-06
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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 1,803   1,004 799
b 2,211   1,190 1,021
c 2,270   1,503 767
d 239   158 81
e 89   77 12
1,415   1,227 188
1,502   1,303 199
621   537 84
1,764   812 952
1,497   180 1,317
1,785   1,108 677
5,575   4,539 1,036
26     26
44,957   39,879 5,078
80,595   98,983 -18,388
1,097   1,014 83
23,903   16,136 7,767
41,339   43,892 -2,553
5,268   3,949 1,319
3,963   2,883 1,080
3,177   728 2,449
2,504   762 1,742
627   190 437
1,254   381 873
2,785   269 2,516
1,440   1,056 384
3,483   3,034 449
2,189   1,917 272
2,145   1,572 573
166   133 33
234   6 228
338   279 59
986   591 395
218   114 104
253   231 22
417   108 309
403   44 359
225   35 190
228   73 155
510   324 186
297   275 22
428   18 410
119   54 65
470   350 120
2,137   2,354 -217
2,571   2,580 -9
2,076   2,078 -2
1,041   993 48
1,813   1,810 3
2,087   541 1,546
1,885   1,952 -67
1,814   730 1,084
6,621   2,063 4,558
6,175   3,240 2,935
10,043   264 9,779
1,515   1,255 260
3,063   728 2,335
2,087   1,476 611
1,684   1,394 290
1,012   591 421
2,135   1,361 774
4,838   781 4,057
957   571 386
1,457   1,099 358
741   893 -152
1,224   1,325 -101
1,880   487 1,393
1,775   447 1,328
965   1,214 -249
907   1,013 -106
2,487   1,152 1,335
5,701   3,030 2,671
612   482 130
2,393   261 2,132
1,263   1,165 98
632   559 73
1,307   1,140 167
1,867   1,874 -7
59,892   60,543 -651
2,870   450 2,420
1,517   489 1,028
3,227   359 2,868
1,302   1,215 87
2,527   1,619 908
1,187   1,098 89
1,626   1,266 360
11,117   492 10,625
1,529   705 824
1,850   646 1,204
2,933   2,570 363
1,678   1,746 -68
2,110   1,605 505
1,495   807 688
1,889   798 1,091
1,167   1,192 -25
1,463   332 1,131
725   566 159
1,937   1,099 838
1,476   877 599
1,359   974 385
2,149   1,147 1,002
459   350 109
1,330   1,337 -7
3,408   841 2,567
2,347   315 2,032
766   174 592
1,387   686 701
1,376   1,431 -55
1,659   1,199 460
2,753   3,295 -542
3,260   2,389 871
1,752   812 940
2,070   1,252 818
2,628   446 2,182
3,930   2,514 1,416
2,246   269 1,977
1,539   877 662
2,545   65 2,480
2,915   128 2,787
3,182   1,649 1,533
2,586   1,460 1,126
178,481   135,755 42,726
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
      30,010
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       799
b       1,021
c       767
d       81
e       12
      188
      199
      84
      952
      1,317
      677
      1,036
      26
      5,078
      -18,388
      83
      7,767
      -2,553
      1,319
      1,080
      2,449
      1,742
      437
      873
      2,516
      384
      449
      272
      573
      33
      228
      59
      395
      104
      22
      309
      359
      190
      155
      186
      22
      410
      65
      120
      -217
      -9
      -2
      48
      3
      1,546
      -67
      1,084
      4,558
      2,935
      9,779
      260
      2,335
      611
      290
      421
      774
      4,057
      386
      358
      -152
      -101
      1,393
      1,328
      -249
      -106
      1,335
      2,671
      130
      2,132
      98
      73
      167
      -7
      -651
      2,420
      1,028
      2,868
      87
      908
      89
      360
      10,625
      824
      1,204
      363
      -68
      505
      688
      1,091
      -25
      1,131
      159
      838
      599
      385
      1,002
      109
      -7
      2,567
      2,032
      592
      701
      -55
      460
      -542
      871
      940
      818
      2,182
      1,416
      1,977
      662
      2,480
      2,787
      1,533
      1,126
      42,726
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 173,599
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,116
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,116
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,116
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,005
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 5,005
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,889
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,889 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 995-1769

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)
 
No
(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
 
 
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
BARBARA WESTELL OFFICER
2 		9,019    
6506 SPRINGVALE DRIVE
PITTSBURGH,PA15236
CAROL CINOWALT OFFICER
2 		9,019    
500 EAST BRUCETON ROAD APT 609
PITTSBURGH,PA15236
DEBRA ALEXANDER OFFICER
2 		9,019    
210 SHERRY TRAIL
WEATHERFORD,TX76086
PAUL RINGLOFF OFFICER
2 		9,019    
500 EAST BRUCETON ROAD APT 425
PITTSBURGH,PA15236
SUZAN ZMUDA OFFICER
2 		10,220    
149 LINNVIEW AVE
PITTSBURGH,PA15210
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,498,686
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,498,686
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,498,686
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,480
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,431,206
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
221,560
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
221,560
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,116
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,116
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
218,444
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
219,444
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
219,444
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
199,787
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
199,787
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 7 219,444
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 171,062
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 199,787
a Applied to 2023, but not more than line 2a 171,062
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..... 28,725
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		190,719
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LIGHT OF LIFE RESCUE MISSION

234 VOEGHTLY STREET
PITTSBURGH,PA15212 		NONE PC GENERAL SUPPORT 12,000

GREATER PITTSBURGH COMMUNITY
FOOD BANK
1 N LINDEN STREET
DUQUESNE,PA15110 		NONE PC GENERAL SUPPORT 1,000

PB&J SPREADING LOVE FUND

13100 FILLY LANE
TRUCKEE,CA96161 		NONE PC GENERAL SUPPORT 5,000

SAINT JUDE CHILDRENS RESEARCH

105 BRAUNLICH DR 420
PITTSBURGH,PA15237 		NONE PC GENERAL SUPPORT 7,500

GUARDIAN ANGELS FOR SOLDIERS PET

402 BARTON LANE
GATESVILLE,TX76528 		NONE PC GENERAL SUPPORT 2,000

BROUGHTON VOLUNTEER FIRE DEPT

1030 COCHRANS MILL RD
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 1,000

WEATHERFORD COLLEGE

225 COLLEGE PARK DR
WEATHERFORD,TX76086 		NONE PC SCHOLARSHIPS 10,000

WEATHERFORD COLLEGE FOOTBALL
BOOSTER CLUB
1100 LONGHORN DRIVE
WEATHERFORD,TX76086 		NONE PC SUPPORT OF BOOSTER CLUB 500

DUQUESNE UNIVERSITY SCHOOL OF
PHARMACY
600 FORBES AVENUE
PITTSBURGH,PA15282 		NONE PC GENERAL SUPPORT 3,000

CAREITY FOUNDATION

PO BOX 126038
FORT WORTH,TX76126 		NONE PC GENERAL SUPPORT 5,000

MEALS ON WHEELS

6810 HILLDALE DRIVE
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 1,000

AMERICAN DIABETES ASSOCIATION

100 W STATION SQUARE DR 1900
PITTSBURGH,PA15219 		NONE PC GENERAL SUPPORT 1,000

CYSTIC FIBROSIS FOUNDATION

600 WATERFRONT DR SUITE 223
PITTSBURGH,PA15222 		NONE PC GENERAL SUPPORT 4,000

NO DOG LEFT BEHIND

15 ALLEGHENY COUNTY AIRPORT
WEST MIFFLIN,PA15122 		NONE PC GENERAL SUPPORT 4,000

CATHY CUNNINGHAMCRICCAT

190 WOODSIDE DRIVE
WASHINGTON,PA15301 		NONE PC GENERAL SUPPORT 3,500

CYBA

809 MAPLE STREET
CORAOPOLIS,PA15108 		NONE PC GENERAL SUPPORT 1,000

WEST TEXAS A&M UNIVERSITY

2501 4TH AVENUE
CANYON,TX79016 		NONE PC SCHOLARSHIPS 8,000

WREATHS ACROSS AMERICA

4 POINT STREET
COLUMBIA FALLS,ME04623 		NONE PC FOR NCA PANC AB 2,000

HOMELESS CAT MANAGEMENT TEAM
INCORPORATED
PO BOX 100203
PITTSBURGH,PA15233 		NONE PC GENERAL SUPPORT 500

PENN STATE UNIVERISTY

201 OLD MAIN
UNIVERSITY PARK,PA16802 		NONE PC SCHOLARSHIP 15,904

BEAVER COUNTY HUMANE SOCIETY

3394 BRODHEAD ROAD
CENTER TOWNSHIP,PA15001 		NONE PC GENERAL SUPPORT 3,000

PLEASANT HILLS VOLUNTEER FIRE COMPANY

72 CLARITON BLVD
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 8,000

CLOVERLEAF AREA ECUMENICAL FOOD BANK

1 GROVE PLACE
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 5,000

KEYSTONE ADOLESCENT CENTER INC

201 MAIN STREET
GREENVILLE,PA16125 		NONE PC GENERAL SUPPORT 2,000

CHILDRENS HOSPITAL OF PITTSBURGH
FOUNDATION
4401 PENN AVENUE CENTRAL PLANT
PITTSBURGH,PA15224 		NONE PC GENERAL SUPPORT 5,500

RIVERLIFE

707 GRANT ST 35TH FLOOR
PITTSBURGH,PA15219 		NONE PC GENERAL SUPPORT 8,000

BALDWIN EMS

1 READSHAW WAY
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 1,000

SALVATION ARMY

700 NORTH BELL AVENUE
CARNEGIE,PA15106 		NONE PC GENERAL SUPPORT 7,000

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 31356
TAMPA,FL33631 		NONE PC GENERAL SUPPORT 3,000

RONALD MCDONALD HOUSE CHARITIES

ONE KROC DRIVE
OAK BROOK,IL60523 		NONE PC GENERAL SUPPORT 2,000

BALDWIN WHITEHALL ATHLETIC ASSOCIATION

1210 PLEASANT VUE DRIVE
PITTSBURGH,PA15227 		NONE PC GENERAL SUPPORT 2,900

SOUTH HILLS PET RESCUE

15 OLD 88
SOUTH PARK,PA15129 		NONE PC GENERAL SUPPORT 1,500

GREATER BALDWIN WHITEHALL
ATHLETIC ASSOCIATION INC
PO BOX 98182
PITTSBURGH,PA15227 		NONE PC GENERAL SUPPORT 1,000

FLIGHT 93 NATIONAL MEMORIAL

6424 LINCOLN HIGHWAY
STOYSTOWN,PA15563 		NONE PC GENERAL SUPPORT 4,000

BALDWIN-WHITEHALL EDUCATIONAL
FOUNDATION
4900 CURRY ROAD
PITTSBURGH,PA15236 		NONE PC GENERAL SUPPORT 4,000

CENTER OF HOPE

PO BOX 190
WEATHERFORD,TX76086 		NONE PC GENERAL SUPPORT 1,000

GIFTCARDS 4 CHANGE INC

1660 S UNIVERSITY DRIVE 1066
FORT WORTH,TX76107 		NONE PC GENERAL SUPPORT 5,000

HUMANITARIAN AID & RESCUE PROJECT

209 W SECOND STREET
FORT WORTH,TX76102 		NONE PC GENERAL SUPPORT 3,000

SHELTERS HELPERS OF PITTSBURGH

503 SUNNYFIELD DRIVE
MONROEVILLE,PA15146 		NONE PC GENERAL SUPPORT 2,000

SAVING HOPE ANIMAL RESCUE FUND

306 W 7TH STREET
FORT WORTH,TX76102 		NONE PC GENERAL SUPPORT 2,000

TISON MIDDLE SCHOOL PTA

102 MEADOWVIEW ROAD
WEATHERFORD,TX76087 		NONE PC GENERAL SUPPORT 150

K9'S FOR KIDS

159 DAIRY ROAD
WASHINGTON,PA15301 		NONE PC GENERAL SUPPORT 7,000

SMILES CHANGE LIVES

PO BOX 480496
KANSAS CITY,MO64148 		NONE PC GENERAL SUPPORT 8,000
Total .................................right arrow 3a 173,954
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 ....     14 111,954  
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 ............ 		    18 173,599  
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) ..   285,553  
13Total. Add line 12, columns (b), (d), and (e)..................
13
285,553
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 2,112 7,125
437076102 HOME DEPOT INC 1,001 8,947
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 1,347 11,580
594918104 MICROSOFT CORP 1,768 40,886
617446448 MORGAN STANLEY 2,712 6,286
620076307 MOTOROLA SOLUTIONS I 2,098 6,009
742718109 PROCTER & GAMBLE CO 3,227 6,035
863667101 STRYKER CORP 2,850 4,681
874039100 TAIWAN SEMICONDUCTOR 2,745 5,332
879360105 TELEDYNE TECHNOLOGIE 2,799 3,713
74762E102 QUANTA SVCS INC 3,061 7,269
00287Y109 ABBVIE INC 2,353 5,153
02079K305 ALPHABET INC/CA-CL A 1,949 28,584
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 2,678 22,257
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 2,232 9,163
30303M102 META PLATFORMS INC 5,534 22,249
46625H100 JPMORGAN CHASE & CO 1,834 12,705
58933Y105 MERCK & CO INC 4,827 6,068
78409V104 S&P GLOBAL INC 1,437 6,474
91324P102 UNITEDHEALTH GROUP I 2,804 10,117
92826C839 VISA INC CLASS A SHA 1,061 8,533
92939U106 WEC ENERGY GROUP INC 718 3,103
G1151C101 ACCENTURE PLC CLASS 2,915 5,980
002824100 ABBOTT LABORATORIES 6,559 6,560
023135106 AMAZON COM INC 8,523 28,082
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 950 40,568
053332102 AUTOZONE INC 728 3,202
060505104 BANK OF AMERICA CORP 5,553 8,482
09260D107 BLACKSTONE INC 5,366 6,552
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 4,499 8,821
57636Q104 MASTERCARD INC CL A 6,474 10,531
718172109 PHILIP MORRIS INTERN 6,220 7,462
806857108 SCHLUMBERGER LTD SED    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 4,805 4,200
35137L105 FOX CORP - CLASS A - 1,998 2,818
580135101 MCDONALD'S CORP 4,667 4,928
98978V103 ZOETIS INC    
101137107 BOSTON SCIENTIFIC CO 3,880 6,431
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 4,256 6,310
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 5,960 7,228
452308109 ILLINOIS TOOL WORKS 7,076 7,353
713448108 PEPSICO INC 6,461 5,626
81762P102 SERVICE NOW INC 3,847 7,421
872540109 TJX COMPANIES INC NE 3,813 5,678
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 4,594 6,355
049560105 ATMOS ENERGY CORP 4,537 5,571
09290D101 BLACKROCK FUNDING IN 4,138 7,176
254687106 DISNEY WALT CO 4,725 4,343
277432100 EASTMAN CHEM CO 4,284 3,561
443510607 HUBBELL INC 5,320 5,864
512807306 LAM RESEARCH CORP 1,882 5,562
571903202 MARRIOTT INTERNATION 4,608 5,300
67066G104 NVIDIA CORP 36,616 36,258
754730109 RAYMOND JAMES FINANC 5,360 5,592
824348106 SHERWIN-WILLIAMS CO 5,029 4,419
893641100 TRANSDIGM GROUP INC 5,345 5,069
G54950103 NEW LINDE PLC SEDOL 5,248 4,605

TY 2024 InvestmentsOtherSchedule2
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 712,787 673,891
317609295 SEAFARER OVERSEAS GR AT COST 39,321 44,568
461418444 WCM FOCUSED INTL GRO AT COST 83,470 107,631
552746364 MFS EMERGING MKTS DE AT COST 60,000 59,256
557492485 MADISON MID CAP FUND AT COST 56,029 78,502
921939203 VANGUARD INTERNATION AT COST 82,401 103,502
00170K869 AMG GW&K SC CORE-I AT COST 74,351 98,716
56167N712 NUANCE MID CAP VALUE      
74256W584 PRINCIPAL MIDCAP FUN AT COST 78,521 123,002
97717X669 WISDOMTREE U.S. QUAL AT COST 85,160 136,367
779562206 T ROWE PR NEW HORIZO AT COST 16,000 40,108
024525669 AMERICAN BEACON AHL AT COST 83,855 76,268
057071805 BAIRD INTERMEDIATE B AT COST 361,886 368,033
464287705 ISHARES S&P MID-CAP AT COST 49,574 55,607
464287879 ISHARES S&P SMALL CA AT COST 46,583 47,897
00770X675 PZENA EMERG MKTS VAL AT COST 45,886 48,648
09260B630 BLACKROCK HIGH YIELD AT COST 55,830 58,370
464287200 ISHARES CORE S&P 500 AT COST 956,687 1,328,062
46429B267 ISHARES U S TREASURY AT COST 89,217 89,231
46429B697 ISHARES MSCI USA MIN      
46432F842 ISHARES CORE MSCI EA AT COST 128,032 137,187
46434V456 ISHARES MSCI INTL QU AT COST 110,114 112,659
592905749 TCW METROPOLITAN WES AT COST 85,000 84,835

TY 2024 LegalFeesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - INCOME (ALLOCABLE 1,524     1,524


TY 2024 OtherDecreasesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Description Amount
RETURN OF CAPITAL ADJUSTMENT 22
2024 TRANSACTIONS POSTED IN 2025 1,814
PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT 110
ROUNDING 11


TY 2024 OtherIncreasesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Description Amount
2023 TRANSACTIONS POSTED IN 2024 3,213
RECOVERY OF PRIOR YEAR GRANT 1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 36,928 36,928    


TY 2024 TaxesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 52 52   0
FEDERAL TAX PAYMENT - PRIOR YE 3,313 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,005 0   0
FOREIGN TAXES ON QUALIFIED FOR 884 884   0
FOREIGN TAXES ON NONQUALIFIED 256 256   0