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
Usher Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)26124 Fawnwood Court
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bonita Springs, FL34134
A Employer identification number

25-6681379
B Telephone number (see instructions)

(239) 992-1553
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$11,611,077J 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 2,998 2,971  
4 Dividends and interest from securities... 168,498 169,403  
5a Gross rents............ 2 2  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 305,969
b Gross sales price for all assets on line 6a 1,330,782
7 Capital gain net income (from Part IV, line 2)... 339,934
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,286 2,853  
12 Total. Add lines 1 through 11........ 479,753 515,163  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 62,500 62,500   50,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,990 14,990    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,373 15,398    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,953 3,123    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,684 79,376   53,709
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 169,500 175,387   103,709
25 Contributions, gifts, grants paid....... 1,023,136 1,023,136
26 Total expenses and disbursements. Add lines 24 and 25 1,192,636 175,387   1,126,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -712,883
b Net investment income (if negative, enter -0-) 339,776
c Adjusted net income (if negative, enter -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............. 124,110 165,745 165,745
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 5,288,313 Click to see attachment
List of Attached Documents:
// Content
4,401,853 		9,718,149
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,487,222 Click to see attachment
List of Attached Documents:
// Content
1,722,183 		1,722,183
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,000 		Click to see attachment
List of Attached Documents:
// Content
5,000 		Click to see attachment
List of Attached Documents:
// Content
5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,900,645 6,294,781 11,611,077
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,900,645 6,294,781
29 Total net assets or fund balances (see instructions)..... 6,900,645 6,294,781
30 Total liabilities and net assets/fund balances (see instructions). 6,900,645 6,294,781
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
6,900,645
2
Enter amount from Part I, line 27a .....................
2
-712,883
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
306,328
4
Add lines 1, 2, and 3 ..........................
4
6,494,090
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
199,309
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,294,781
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 PNC Bank P 2024-01-01 2024-12-31
b Charles Schwab P 2024-01-01 2024-12-31
c Energy Transfer P 2013-01-01 2024-07-10
d From K-1 ltd partnerships P 2024-01-01 2024-12-31
e
(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 231,954   146,930 89,006
b 1,052,691   842,700 206,279
c 31,225   34,840 29,738
d 1,312   343 1,311
e
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       89,006
b       206,279
c       29,738
d       1,311
e
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 2 339,934
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,723
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  
3 Add lines 1 and 2........................... 3 4,723
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,723
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,840
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 10840 7 10,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 6,117
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,117 Refundedright arrow 11  
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 arrownone
14
The books are in care ofright arrowRoy J Roscoe Telephone no.right arrow (412) 835-7346

Located atright arrow400 Manordale RoadPittsburghPA ZIP+4right arrow15241
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)
Yes
 
(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
Sandra L Usher Trustee
000.10 		0    
26124 Fawnwood Court
Bonita Springs,FL34134
Leanne Bentz Director
000.10 		25,000    
104 Aqua Drive
Pittsburgh,PA15238
James M Usher Director
000.10 		25,000 1,100  
521 Colquitt Drive
Pittsburgh,PA15238
Aimee M Usher Director
000.10 		12,500    
521 Colquitt Drive
Pittsburgh,PA15238
Thomas J Usher Director
004.00 		0 664  
26124 Fawnwood Court
Bonita Springs,FL34134
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  
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 arrow  
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 The Foundation's principal charitable activity consists of distributing income and principal to public charities. In the 2024 year, it distributed $ 1,023,136 to qualified charities. 0
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 None  
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
11,444,471
b
Average of monthly cash balances.......................
1b
282,494
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,726,965
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,726,965
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,904
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,551,061
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
577,553
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
577,553
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,723
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,723
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
572,830
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
572,830
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
572,830
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,126,845
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,126,845
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 7 572,830
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 853,439
b From 2020...... 656,305
c From 2021...... 1,203,919
d From 2022...... 484,284
e From 2023...... 537,742
f Total of lines 3a through e ........ 3,735,689
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,126,845
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 572,830
e Remaining amount distributed out of corpus 554,015
5 Excess distributions carryover applied to 2024.    
(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 4,289,704
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		853,439
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,436,265
10 Analysis of line 9:
a Excess from 2020.... 656,305
b Excess from 2021.... 1,203,919
c Excess from 2022.... 484,284
d Excess from 2023.... 537,742
e Excess from 2024.... 554,015
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).)
Thomas J Usher
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

40 Days for Life

PO Box 96876
Washington,DC200777612 		  PC exempt function of charity 50

A Thousand Hills

PO Box 1158
Middletown,DE19709 		  PC exempt function of charity 200

Ablelight (formerly Bethesda Luth Home Services

600 Hoffman Drive
Watertown,WI53094 		  PC exempt function of charity 200

Adam's Quest

1263 Lakemont Drive
Pittsburgh,PA15243 		  PC exempt function of charity 3,000

Alice Lloyd College

100 Purpose Road
Pippa Passes,KY41844 		  PC exempt function of charity 200

Alliance Defending Freedom

15100 N 90th Street
Scottsdale,AZ85260 		  PC exempt function of charity 5,000

American Cornerstone Institute

PO Box 1216
Merrifield,VA221169735 		  PC exempt function of charity 1,000

American Family Association of PA

PO Box 1048
Franklin,PA163235048 		  PC exempt function of charity 200

America First Legal Foundation

611 Pennsylvania Ave Ste 231
Washington,DC20003 		  PC exempt function of charity 1,000

American Spectator Foundation

122 S Royal Street
Alexandria,VA22314 		  PC exempt function of charity 10,000

Amigos Ministries of SWFL Inc

7401 Winkler Road No 9
Ft Myers,FL33919 		  PC exempt function of charity 1,000

Anchorpoint

800 McKnight Park Drive Ste 802
Pittsburgh,PA152378616 		  PC exempt function of charity 10,000

Answers in Genesis

PO Box 510
Hebron,KY41048 		  PC exempt function of charity 200

Ashbrook

401 College Avenue
Ashland,OH44805 		  PC exempt function of charity 200

Bethany Christian Services

PO Box 294
Grand Rapids,MI495019923 		  PC exempt function of charity 200

Bible League International

1 Bible League Plaza
Crete,IL604179902 		  PC exempt function of charity 5,000

Billy Graham Evangelist Association

PO Box 668886
Charolette,NC282668835 		  PC exempt function of charity 200

Birthright of Pittsburgh

160 North Craig Street Ste 209
Pittsburgh,PA15213 		  PC exempt function of charity 1,000

Blessing Board

800 Butler Street Ste 1A
Pittsburgh,PA15223 		  PC exempt function of charity 22,250

Blind and Vision Rehab Services

1816 Locust Street
Pittsburgh,PA15219 		  PC exempt function of charity 500

Boys and Girls Clubs of America

PO Box 97122
Washington,DC200907122 		  PC exempt function of charity 200

Break the Mold Inc

PO Box 36
Duncansville,PA16635 		  PC exempt function of charity 2,000

Camp Hope

PO Box 1622
Litchfielld,CT06759 		  PC exempt function of charity 200

Capital Research Center

1513 16th Street NW
Washington,DC200907122 		  PC exempt function of charity 250

Capstone Legacy Foundation

900 West Valley Road
Wayne,PA19087 		  PC exempt function of charity 500

Care Net

PO Box 758530
Topeka,KS666758530 		  PC exempt function of charity 300

Center for American Liberty

PO Box 1500
Merrifield,VA221160815 		  PC exempt function of charity 200

Center for Medical Progress

PO Box 5003
Sterling,VA201679003 		  PC exempt function of charity 200

Children's Institute of Pittsburgh

1405 Shady Avenue
Pittsburgh,PA152171350 		  PC exempt function of charity 2,000

Christ Church of Fox Chapel

410 Christ Church Lane
Fox Chapel,PA15238 		  PC exempt function of charity 37,400

Christ the Divine Teacher Catholic Academy

205 Brilliant Avenue
Pittsburgh,PA15215 		  PC exempt function of charity 2,400

Christian Collegiare Network

PO Box 11
Gibsonia,PA15044 		  PC exempt function of charity 5,000

Christian Literacy Association

300 Village Run Road Ste 103-113
Wexford,PA15090 		  PC exempt function of charity 10,000

Christian Record Services for the Blind Camp

PO Box 6097
Lincoln,NE685060097 		  PC exempt function of charity 2,000

City Mission

84 West Wheeling Street
Washington,PA15301 		  PC exempt function of charity 10,000

CO2 Coalition

1621 North Kent Street Ste 603
Arlington,VA222099803 		  PC exempt function of charity 500

Colson Center

8675 Explorer Drive Ste 110
Colorado Springs,CO80920 		  PC exempt function of charity 1,000

Committee for a Constructive Tomorrow

PO Box 32
Berryville,VA22611 		  PC exempt function of charity 1,000

Commonwealth Foundation

225 State Street Ste 302
Harrisburg,PA17101 		  PC exempt function of charity 1,000

Compassion International

12290 Voyager Pkwy
Colorado Springs,CO80921 		  PC exempt function of charity 5,000

Cornerstone Network

1 Signal Hill Drive
Wall,PA151481499 		  PC exempt function of charity 25,000

Conservative Partnership Institute

300 Indendence Avenue SE
Washington,DC20003 		  PC exempt function of charity 20,000

Creation Ministries International

PO Box 350
Powder Springs,GA301270350 		  PC exempt function of charity 2,000

Crosspointe Church

2581 Freeport Road
Pittsburgh,PA15238 		  PC exempt function of charity 5,000

Daily Caller New Foundation

1775 Eye Street NW Ste 1150-291
Washington,DC20006 		  PC exempt function of charity 100

David Horowitz Foundation

28494 Westinghouse Place
Valencia,CA91355 		  PC exempt function of charity 30,000

Equip India

1767 Lakewood Road No 390
Bradenton,FL34211 		  PC exempt function of charity 10,000

Extra Mile Education Foundation

Two Gateway Ctr Ste 348
Pittsburgh,PA152221423 		  PC exempt function of charity 2,000

Fairness Center

500 North Third Street Ste 600 B
Harrisburg,PA17101 		  PC exempt function of charity 5,000

Faith and Gratitude

8865 Norwin Ave Ste 27 PMB 209
North Huntington,PA15642 		  PC exempt function of charity 1,000

Family Guidance

850 Cranberry Woods Dr Ste 2236
Cranberry Twp,PA16066 		  PC exempt function of charity 32,500

Fellowship Int'l Mission

555 S 24 Street
Allentown,PA18104 		  PC exempt function of charity 5,000

Fellowship of Christians in Universities & Schools

PO Box 1027
New Canaan,CT06840 		  PC exempt function of charity 1,000

First Descents

621 Klamath Street Ste 175
Denver,CO80204 		  PC exempt function of charity 10,000

First Liberty Institute

PO Box 9078
Pueblo,CO810089984 		  PC exempt function of charity 2,000

First Presbyterian Church

617 Main Street
Irwin,PA15642 		  PC exempt function of charity 4,600

Florida Sheriffs Youth Ranches

PO Box 2000
Boys Ranch,FL320649984 		  PC exempt function of charity 200

Freedom Center Foundation

PO 820
Stuarts Draft,VA244770820 		  PC exempt function of charity 1,000

Friends of the Americas

PO Box 10
Greenwell Springs,LA70739 		  PC exempt function of charity 3,000

Fund for American Studies

PO Box 16671
Washington,DC200777849 		  PC exempt function of charity 200

Garden Club of Oakmont

PO Box 404
Oakmont,PA15139 		  PC exempt function of charity 200

Gideons International

7528 Cameron Circle
F Myers,FL33912 		  PC exempt function of charity 1,000

Global Media Outreach

PO Box 208867
Dallas,TX753208867 		  PC exempt function of charity 200

Golden Paws Assistance Dogs

3645 Gateway Lane
Naples,FL34109 		  PC exempt function of charity 200

Gospel Revival Ministries

PO Box 140
Blue Eye,MO65611 		  PC exempt function of charity 200

Grove City College

100 Campus City College
Grove City,PA161272104 		  PC exempt function of charity 25,000

Gun Owners Foundation

8001 Forbes Place Ste 202
Springfield,VA22151 		  PC exempt function of charity 250

Habitat for Humanity

12751 New Britney Blvd Ste 100
Ft Myers,FL33907 		  PC exempt function of charity 500

Heartland Institute

3939 Wilke Road
Arlington Heights,IL60004 		  PC exempt function of charity 200

Hillsdale College

33 E College Street
Hillsdale,MI492429989 		  PC exempt function of charity 200

Hope Lutheran Church

25999 Old 41 Road
Bonita Springs,FL34135 		  PC exempt function of charity 13,700

Hope Rising Church

240 Liberty Avenue
Clarion,PA16241 		  PC exempt function of charity 15,000

Hosanna House

807 Wallace Avenue
Pittsburgh,PA15221 		  PC exempt function of charity 20,000

Human Life Foundation

271 Madison Avenue Rm 1005
New York,NY10016 		  PC exempt function of charity 200

Imani Christian Academy

2150 East Hills Drive
Pittsburgh,PA15221 		  PC exempt function of charity 30,000

Immokalee Pregnancy Center

1011 West Main Street Ste 1
Immokalee,FL34142 		  PC exempt function of charity 200

Impact Africa

PO Box 702511
St Cloud,FL34770 		  PC exempt function of charity 10,000

Inheritance of Hope

1314 Chattahoochee
Atlanta,GA30318 		  PC exempt function of charity 10,000

Intercollegiate Studies Institute

3901 Centerville Rd
Wilmington,DE19807 		  PC exempt function of charity 200

James Connection

PO Box 751
Monroeville,PA15146 		  PC exempt function of charity 15,000

Jesus on Line Ministeries

PO Box 1643
Higley,AZ85236 		  PC exempt function of charity 100

Joni and Friends

PO Box 3333
Agoura Hills,CA91376 		  PC exempt function of charity 5,000

Jubilee

PO Box 42251
Pittsburgh,PA15203 		  PC exempt function of charity 200

Junior Achievement of Western Pa

One Allegheny Center Ste 430
Pittsburgh,PA15212 		  PC exempt function of charity 2,000

Kash Foundation-J6 Families

10660 Page Avenue Ste 53
Fairfax,VA22038 		  PC exempt function of charity 10,000

Kash Foundation

PO Box 130746
Houston,TX77219 		  PC exempt function of charity 2,000

Lauren Mountain Christian Camp

136 Laurel Mountain Camp Road
Rector,PA15677 		  PC exempt function of charity 30,000

Law Enforcement Legal Defense Fund

PO Box 7012
Merrifield,VA22116 		  PC exempt function of charity 1,000

Leadership Institute

1101 North Highland Street
Arlington,VA22201 		  PC exempt function of charity 5,000

Liberty Counsel

PO Box 540774
Orlando,FL32854 		  PC exempt function of charity 200

Liberty Youth Ranch

PO Box 366206
Bonita Springs,FL34136 		  PC exempt function of charity 1,000

Light of Life Rescue Mission

PO Box 645427
Pittsburgh,PA15264 		  PC exempt function of charity 20,000

Lincoln Institute

5405 Jonestown Rd Ste 110
Harrisburg,PA17112 		  PC exempt function of charity 5,000

Little Sisters of the Poor

1028 Benton Avenue
Pittsburgh,PA15212 		  PC exempt function of charity 200

Lower Valley Ambulance Service

1201 Freeport Rd
Cheswick,PA15024 		  PC exempt function of charity 200

LCMS World Relief & Human Care

PO Box 66861
St Louis,MO631669810 		  PC exempt function of charity 20,000

Lutheran Center for Religious Liberty

PO Box 66861
St Louis,MO63179 		  PC exempt function of charity 500

Lutheran Church Missouri Synod

PO Box 66861
St Louis,MO631666861 		  PC exempt function of charity 39,000

Lutheran Diaconal Assn

1304 LaPorte Avenue
Valparaiso,IN46383 		  PC exempt function of charity 200

Lutheran Disaster Response Hurricane Helene

PO Box 1809
Merrifield,VA22116 		  PC exempt function of charity 30,000

Lutheran Hour Ministries Float Committee

PO Box 7556
LaQuinta,CA92248 		  PC exempt function of charity 100

Lutheran Hour Ministries

660 Mason Ridge Center Dr
St Louis,MO63141 		  PC exempt function of charity 1,000

Lutheran Indian Ministries

15350 W Capitol Drive
Brookville,WI53005 		  PC exempt function of charity 10,000

March for Life Education & Defense

PO Box 98116
Washington,DC20090 		  PC exempt function of charity 100

Media Research Center

PO Box 97040
Washington,DC20090 		  PC exempt function of charity 100

Miracle League of Manasota

6050 Longwood Run Blvd
Sarasota,FL34243 		  PC exempt function of charity 5,000

Moms for America

1440 State Highway 248 Ste Q304
Branson,MO65616 		  PC exempt function of charity 200

Mt Carmel Christian School

1231 Mt Pleasant Street
Mt Pleasant,PA15668 		  PC exempt function of charity 10,000

Mountain States Legal Foundation

2596 S Lewis Way
Lakewood,CO80227 		  PC exempt function of charity 1,000

Museum of theBible

440 Fourth Street SW
Washington,DC20024 		  PC exempt function of charity 100

NCH Center for Philanthropy

350 Seventh Street N
Naples,FL34102 		  PC exempt function of charity 7,500

National Assn of Blind Veterans

PO Box 17252
Baltimore,MD21298 		  PC exempt function of charity 200

National Assn of Scholars

13 W 36th Street Floor 4
New York,NY10138 		  PC exempt function of charity 200

National House of Hope

PO Box 560503
Orlando,FL32856 		  PC exempt function of charity 2,000

National League & Policy Center

PO Box 486
Front Royal,VA22630 		  PC exempt function of charity 10,000

Network of Life

PO Box 15034
Pittsburgh,PA15237 		  PC exempt function of charity 3,000

Nick Huber (Boston College) Acct #2970440

1445 N Boonville Avenue
Springfield,MO65802 		  PC exempt function of charity 10,000

Oakmont Boulevard Project

PO Box 523
Oakmont,PA15139 		  PC exempt function of charity 100

Oakmont Holiday Lights

767 Fifth St
Oakmont,PA15139 		  PC exempt function of charity 100

Oakmont Lions Club

PO Box 335
Oakmont,PA15139 		  PC exempt function of charity 50

Oakmont Volunteer Fire Dept

418 Virginia Avenue
Oakmont,PA15139 		  PC exempt function of charity 500

O'Keefe Media Group

PO Box 6214
Merrifield,VA22116 		  PC exempt function of charity 5,000

One by One Leadership Foundation

8231 Parkstone Place Ste 101
Naples,FL34120 		  PC exempt function of charity 10,000

Open Doors US

PO Box 685
Bridgeville,PA15017 		  PC exempt function of charity 5,000

Oxenreiter Foundation

1400 South Braddock Avenue
Pittsburgh,PA15218 		  PC exempt function of charity 10,000

Partners for Quality Foundation

250 Clever Road
McKeesport,PA15136 		  PC exempt function of charity 3,336

Patrick Henry College

10 Patrick Henry Circle
Purcellville,VA20132 		  PC exempt function of charity 200

Penn Christian Academy

199 W Airport Road
Butler,PA16002 		  PC exempt function of charity 2,000

Pine Valley Camp Community Fdn of WPa& E OH

7 West State Street Ste 301
Sharon,PA16146 		  PC exempt function of charity 25,000

Pine Valley Camp

504 Chapel Dr
Ellwood City,PA16117 		  PC exempt function of charity 20,000

Pittsburgh Experiment

106 Highcroft Circle
Eighty Four,PA15330 		  PC exempt function of charity 1,000

Pittsburgh Kids Foundation

116 Federal Street Ste 220
Pittsburgh,PA15212 		  PC exempt function of charity 37,000

Pittsburgh Symphony Orchestra

600 Penn Avenue Heinz Hall
Pittsburgh,PA15222 		  PC exempt function of charity 1,000

Pittsburgh Urban Christian Schools

809 Center Street
Pittsburgh,PA15221 		  PC exempt function of charity 2,000

Pastoral Leadership Institute

PO Box 972
Wheaton,IL60187 		  PC exempt function of charity 30,000

Population Research Institute

PO Box 1559
Front Royal,VA22630 		  PC exempt function of charity 300

Presbyterian Sr Care Foundation

1215 Hulton Road
Oakmont,PA15139 		  PC exempt function of charity 500

Prison Book Project

PO Box 592
Titusville,FL32781 		  PC exempt function of charity 1,000

Prison Fellowship

PO Box 1550
Merrifield,VA22116 		  PC exempt function of charity 50,000

Public Interest Legal Foundation

PO Box 5007
Sterling,VA20167 		  PC exempt function of charity 300

Redeemer Lutheran Schools

700 Idaho Avenue
Verona,PA15147 		  PC exempt function of charity 10,000

Rutherford Institute

PO Box 7482
Charlottesville,VA22907 		  PC exempt function of charity 400

Ryan Shazier Foundation

6360 Broad Street PO Box 5258
Pittsburgh,PA15206 		  PC exempt function of charity 10,000

Salvation Army

700 North Bell Avenue PO Box 742
Pittsburgh,PA15106 		  PC exempt function of charity 10,000

Samaritan's Purse

PO Box 3000
Boone,NC28607 		  PC exempt function of charity 10,000

SAT 7 (Christian TV for the Middle East&N Africa)

PO Box 5039
Boone,IA50950 		  PC exempt function of charity 200

SEAPC (South East Asia Prayer Center

PO Box 127
Oakmont,PA15139 		  PC exempt function of charity 20,000

Seneca Hills Bible Camp

276 Damascus Road
Polk,PA16342 		  PC exempt function of charity 15,000

Sidewalk Advocates

906 W McDermott Dr Ste 116-209
Allen,TX75013 		  PC exempt function of charity 200

Southeastern Legal Foundation

560 W Crossville Rd Ste 104
Roswell,GA30075 		  PC exempt function of charity 1,000

Special Olympics

PO Box 3010
Norristown,PA19404 		  PC exempt function of charity 200

Stand in the Gap

PO Box 130791
Houston,TX77219 		  PC exempt function of charity 200

Summit Ministries

PO Box 207
Manitou Springs,CO80829 		  PC exempt function of charity 500

Sunlight Home Collier Co

2903 Tropicana Blvd
Naples,FL34116 		  PC exempt function of charity 2,000

Tree of Hope

250 N Highand Avenue
Pittsburgh,PA15206 		  PC exempt function of charity 14,000

Uniform Services League

Freedom Center PO box 820
Stuarts Draft,VA24477 		  PC exempt function of charity 200

Urban Impact

PO Box 99518 8801 Union Place
Pittsburgh,PA15233 		  PC exempt function of charity 3,500

Walk Away Foundation

Natl Comm Ctr PO Box 6215
Merrifield,VA22116 		  PC exempt function of charity 50

We Raise Foundation

One Pierce Place Ste 250E
Itasca,IL60143 		  PC exempt function of charity 200

Women's Center & Shelter of Greater Pgh

PO Box 9024
Pittsburgh,PA15224 		  PC exempt function of charity 100

Woodlands Foundation

134 Shenot Road
Wexford,PA15090 		  PC exempt function of charity 2,500

Young Life East Hills

501 Jefferson Road
Pittsburgh,PA15235 		  PC exempt function of charity 2,000

Young Life Perry

255 East Ohio Street Apt 1100 D
Pittsburgh,PA15212 		  PC exempt function of charity 5,000

Young Life N Boro Pa 194

92 S Bryant Avenue
Pittsburgh,PA15202 		  PC exempt function of charity 5,000

Young Life Fox Chapel

PO Box 5
Pittsburgh,PA15202 		  PC exempt function of charity 5,000

Youth Overcome United

PO Box 218
Murrysville,PA15666 		  PC exempt function of charity 25,000
Total .................................right arrow 3a 1,023,136
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 ........... 		    14 2,971  
4 Dividends and interest from securities ....     14 169,403  
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 .....     14 2,853  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 339,934  
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) ..   515,161  
13Total. Add line 12, columns (b), (d), and (e)..................
13
515,161
(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.)
N/A N/A
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: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 10,840


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Usher Family Foundation
 
Employer identification number

25-6681379
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Usher Family Foundation
  		Employer identification number
25-6681379
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Usher Family Foundation
  		Employer identification number

25-6681379
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Usher Family Foundation
  		Employer identification number

25-6681379
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0

TY 2024 AccountingFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Roy J. Roscoe 14,300 14,300    
Adams Capital 294 294    
MAI Capital Income Growth Fd. IV from K-1 143 143    
MAI Capital Income Growth F. VI from K-1 253 253    

TY 2024 InvestmentsCorpStockSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
PNC-Portfolio of stocks, mutual fds bonds 443,958 828,705
Charles Schwab-Portfolio of stock mut fds 3,957,895 8,889,444

TY 2024 InvestmentsOtherSchedule2
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Adams Capital Limited Partnership FMV 1,449,835 1,449,835
MAI Capital Income Growth Fd IV FMV 97,334 97,334
MAI Capital Income Growth Fd VI FMV 166,420 166,420
MPLX FMV 8,594 8,594

TY 2024 LegalFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


TY 2024 OtherAssetsSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Erroneous payments of 1,000 each to non-501c3 chariites- collection 1,000    
Erroneous payments of 5,000 to non 501c3 charity   5,000 5,000


TY 2024 OtherDecreasesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Net Transfers Out intercompany 13,243
Write down of investments 419
Purchases 176,379
MPLX removed from Schwab statement-reported in ltd partnership section to avoid being reported twice 9,268


TY 2024 OtherExpensesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative assistant 33,800 33,800   33,800
Office parking 3,342 3,342   3,342
Office expenses 3,233 3,233    
Expenses from pass-thru entities K-1 7,679 7,764    
Officers attending exempt function 1,764 1,764   1,764
Computer consulting 14,803 14,803   14,803
Miscellaneous 63 63    
Write off-contribution that should have been returned 1,000 1,000    
Energy Transfer passive loss on disposition   13,607    


TY 2024 OtherIncomeSchedule2
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Proceeds from class action settlement 50 50  
Passive income net loss not deductible for tax -567    
Miscellaneous income from limited partnerships 2,803 2,803  


TY 2024 OtherIncreasesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Distributions 9,252
Write-ups of investments 111,427
Contributions to MAI limited partnerships 185,648
rounding 1


TY 2024 OtherProfessionalFeesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC Bank Hawthorn 3,810 3,835    
Adams Capital Limited Partnership 9,460 9,460    
MAI Capital Income Growth Fd IV 1,515 1,515    
MAI Capital Income Growth Fd VI 588 588    


TY 2024 TaxesSchedule
Name:
Usher Family Foundation
EIN:
25-6681379
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
U.S. Excise tax on Foundation 9,000      
Foreign income taxes from Schwab 1,859 3,123    
MAI Capital Income Growth Fd IV 94