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 06-01-2024 , and ending 05-31-2025
Name of foundation
WILLIAM E MOSER ESTATE
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

34-6511386
B Telephone number (see instructions)

(412) 209-4802
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$25,150,594J 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... 582,992 582,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 762,755
b Gross sales price for all assets on line 6a 13,694,518
7 Capital gain net income (from Part IV, line 2)... 762,755
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........ 1,345,747 1,345,639  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 126,949 101,559   25,390
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
249 249   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,878 7,974   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 161,276 109,782 0 25,590
25 Contributions, gifts, grants paid....... 1,046,674 1,046,674
26 Total expenses and disbursements. Add lines 24 and 25 1,207,950 109,782 0 1,072,264
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 137,797
b Net investment income (if negative, enter -0-) 1,235,857
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......... 796,697 557,803 557,803
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)....... 283,021    
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).......... 17,930,585 Click to see attachment
List of Attached Documents:
// Content
18,596,798 		24,592,791
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) 19,010,303 19,154,601 25,150,594
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........ 19,010,303 19,154,601
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)..... 19,010,303 19,154,601
30 Total liabilities and net assets/fund balances (see instructions). 19,010,303 19,154,601
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
19,010,303
2
Enter amount from Part I, line 27a .....................
2
137,797
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,679
4
Add lines 1, 2, and 3 ..........................
4
19,155,779
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,178
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,154,601
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 53. AMERISAFE INC     2024-06-10
b 13. BOOT BARN HOLDINGS INC   2020-10-15 2024-06-10
c 176. PAYCOR HCM INC     2024-06-17
d 28824.437 GOTHAM ENHANCED RETURN-I   2022-08-02 2024-06-18
e 2845. ISHARES MSCI INTL QUALITY   2024-02-01 2024-06-18
72872.845 PGIM HIGH YIELD FUND   2020-07-10 2024-06-18
15. MINERALS TECHNOLOGIES INC   2020-09-25 2024-06-28
50. PRIMORIS SERVICES CORP   2019-09-23 2024-06-28
10. SPX TECHNOLOGIES   2021-10-05 2024-06-28
23. HELEN OF TROY LIMITED     2024-07-16
21. ALLEGIANT TRAVEL CO   2019-09-23 2024-07-29
87. HEARTLAND EXPRESS INC   2019-09-23 2024-07-29
4. MEDPACE HOLDINGS INC   2020-10-30 2024-07-29
73. CRYOPORT INC   2020-02-05 2024-08-05
70. CHUY'S HOLDINGS INC     2024-08-08
4290. ISHARES RUSSELL MID-CAP GROWTH     2024-08-09
295. ISHARES MSCI USA QUALITY FACTOR   2023-03-10 2024-08-09
2813.487 TCW METROPOLITAN WEST   2024-02-01 2024-08-09
41787.006 TCW METROPOLITAN WEST     2024-08-09
7508.481 MOERUS WORLDWIDE VALUE FUND   2024-04-03 2024-08-09
64509.601 TRANSAMERICA SM CAP GROW-I2   2020-07-10 2024-08-09
25. ADVANCED ENERGY INDS INC   2024-06-28 2024-08-19
54. AGIOS PHARMACEUTICALS INC   2024-02-05 2024-08-19
58. AGREE RLTY CORP     2024-08-19
21. ALAMO GROUP INC     2024-08-19
66. ALLEGRO MICROSYSTEMS INC     2024-08-19
54. ALLEGRO MICROSYSTEMS INC   2023-01-25 2024-08-19
97. AMERIS BANCORP     2024-08-19
31. APPFOLIO INC - A     2024-08-19
182. ARCUTIS BIOTHERAPEUTICS INC     2024-08-19
17. ASBURY AUTOMOTIVE GROUP   2024-02-05 2024-08-19
89. ATRICURE INC     2024-08-19
130. AVIENT CORPORATION     2024-08-19
92. THE BALDWIN INSURANCE GROUP   2024-06-10 2024-08-19
33. BALCHEM CORP CL B     2024-08-19
136. BIOCRYST PHARMACEUTICALS INC   2024-03-21 2024-08-19
195. BIOCRYST PHARMACEUTICALS INC     2024-08-19
35. BOOT BARN HOLDINGS INC   2020-10-15 2024-08-19
51. AZENTA INC     2024-08-19
3. CBIZ INC   2023-11-02 2024-08-19
70. CBIZ INC     2024-08-19
94. CATHAY GENERAL BANCORP     2024-08-19
170. CENTRAL GARDEN AND PET CO   2019-09-23 2024-08-19
93. CHAMPIONX CORPORATION   2022-04-22 2024-08-19
9. CHART INDUSTRIES INC   2023-11-02 2024-08-19
16. CHART INDUSTRIES INC   2023-07-21 2024-08-19
72. COHEN & STEERS INC   2019-09-23 2024-08-19
134. ARTIVION INC     2024-08-19
65. DESCARTES SYS GROUP INC   2020-03-27 2024-08-19
36. DUCOMMUN INC   2023-10-25 2024-08-19
16. ENDAVA PLC- SPON ADR   2023-11-02 2024-08-19
34. ENDAVA PLC- SPON ADR     2024-08-19
42. FLYWIRE CORP-VOTING   2024-05-15 2024-08-19
219. FLYWIRE CORP-VOTING   2022-12-05 2024-08-19
138. FIRST WATCH RESTAURANT GROUP     2024-08-19
37. FOX FACTORY HOLDING CORP     2024-08-19
75. GLACIER BANCORP INC     2024-08-19
84. GLOBUS MEDICAL INC A     2024-08-19
10. GRAND CANYON EDUCATION INC   2024-05-06 2024-08-19
21. GRAND CANYON EDUCATION INC   2019-09-30 2024-08-19
118. HALOZYME THERAPEUTICS INC   2020-10-20 2024-08-19
78. HEALTHEQUITY INC     2024-08-19
347. HILLMAN SOLUTIONS CORP     2024-08-19
131. HORACE MANN EDUCATORS CORP NEW     2024-08-19
37. HOULIHAN LOKEY INC     2024-08-19
36. ICF INTERNATIONAL INC   2020-03-27 2024-08-19
17. ICU MED INC     2024-08-19
44. ITT INC   2022-06-23 2024-08-19
37. IDACORP INC     2024-08-19
8. INDEPENDENT BANK CORP MASS   2023-09-08 2024-08-19
44. INDEPENDENT BANK CORP MASS     2024-08-19
68. INSMED INC   2022-12-08 2024-08-19
44. INTEGRA LIFESCIENCES HLDG CORP   2020-02-06 2024-08-19
157. INTAPP INC     2024-08-19
63. INTRA-CELLULAR THERAPIES INC     2024-08-19
1150. ISHARES MSCI EAFE GROWTH   2024-02-01 2024-08-19
48. LA Z BOY INC   2024-07-16 2024-08-19
67. MACOM TECHNOLOGY SOLUTIONS     2024-08-19
16. MAGNOLIA OIL & GAS CORP   2023-10-17 2024-08-19
220. MAGNOLIA OIL & GAS CORP   2021-03-31 2024-08-19
108. MATADOR RESOURCES CO     2024-08-19
13. MEDPACE HOLDINGS INC   2020-10-30 2024-08-19
55. MINERALS TECHNOLOGIES INC   2020-09-25 2024-08-19
49. NATIONAL HEALTH INVS INC     2024-08-19
85. NORTHWESTERN ENERGY GROUP INC     2024-08-19
40. NOVANTA INC     2024-08-19
23. CHORD ENERGY CORP     2024-08-19
18. OCEANFIRST FINANCIAL CORP   2023-09-08 2024-08-19
179. OCEANFIRST FINANCIAL CORP   2020-10-30 2024-08-19
44. OXFORD INDUSTRIES INC   2019-09-23 2024-08-19
23. PACIFIC PREMIER BANCORP INC   2023-09-08 2024-08-19
133. PACIFIC PREMIER BANCORP INC     2024-08-19
146. PARAGON 28 INC   2024-04-12 2024-08-19
38. PATRICK INDUSTRIES INC     2024-08-19
17. PATTERSON-UTI ENERGY INC   2023-10-17 2024-08-19
97. PATTERSON-UTI ENERGY INC   2022-04-22 2024-08-19
135. PERELLA WEINBERG PARTNERS   2024-03-07 2024-08-19
166. PHREESIA INC     2024-08-19
101. PRIMORIS SERVICES CORP     2024-08-19
85. PROGYNY INC     2024-08-19
25. RBC BEARINGS INC   2019-09-23 2024-08-19
67. REVOLVE GROUP INC     2024-08-19
56. RYMAN HOSPITALITY PPTYS INC     2024-08-19
58. SPX TECHNOLOGIES     2024-08-19
79. SCHNEIDER NATIONAL INC-CL B   2024-07-29 2024-08-19
22. SEACOAST BANKING CORP OF FLA   2023-09-08 2024-08-19
128. SEACOAST BANKING CORP OF FLA     2024-08-19
25. SHOALS TECHNOLOGIES GROUP -A   2023-10-17 2024-08-19
161. SHOALS TECHNOLOGIES GROUP -A     2024-08-19
29. SILICON LABORATORIES INC     2024-08-19
117. SILGAN HLDGS INC     2024-08-19
70. CHAMPION HOMES INC     2024-08-19
51. SPRINGWORKS THERAPEUTICS INC     2024-08-19
177. STAG INDUSTRIES INC     2024-08-19
31. STERLING INFRASTRUCTURE INC     2024-08-19
79. STIFEL FINL CORP     2024-08-19
135. SUPERNUS PHARMACEUTICALS INC     2024-08-19
103. TRI POINTE HOMES INC     2024-08-19
49. TANDEM DIABETES CARE INC   2024-08-05 2024-08-19
45. TEXAS ROADHOUSE INC   2019-09-23 2024-08-19
8565.592 TOUCHSTONE MID CAP-R6   2022-05-06 2024-08-19
46. UMB FINL CORP     2024-08-19
53. UFP INDUSTRIES INC   2019-09-23 2024-08-19
10. U S PHYSICAL THERAPY   2023-09-25 2024-08-19
25. U S PHYSICAL THERAPY   2023-05-26 2024-08-19
46. UTZ BRANDS INC   2024-05-06 2024-08-19
142. UTZ BRANDS INC     2024-08-19
34. VERACYTE INC   2023-10-17 2024-08-19
92. VERACYTE INC     2024-08-19
86. VIAVI SOLUTIONS INC -W/I   2023-11-02 2024-08-19
315. VIAVI SOLUTIONS INC -W/I   2020-05-13 2024-08-19
94. VITA COCO CO INC/THE     2024-08-19
3593.794 SEAFARER OVERSEAS GROWTH &     2024-08-21
420. ISHARES CORE S&P 500   2024-04-03 2024-08-21
2390. ISHARES MSCI EAFE GROWTH   2024-02-01 2024-08-21
7821.645 TOUCHSTONE SANDS EM GR-R6   2020-07-10 2024-08-21
17942.828 VANGUARD TOTAL BD MKT INDX 584   2023-03-23 2024-08-21
24427.315 BLACKROCK CORE BOND PORTFOLIO     2024-09-12
1465. ISHARES RUSSELL MID-CAP   2024-08-19 2024-09-12
3660. ISHARES S&P SMALL CAP   2024-08-09 2024-09-12
7710.99 MOERUS WORLDWIDE VALUE FUND   2024-04-03 2024-09-12
8914.736 PIMCO INCOME FUND   2024-02-01 2024-09-12
26843.391 VANGUARD TOTAL BD MKT INDX 584   2023-03-23 2024-09-12
57933.922 BLACKROCK CORE BOND PORTFOLIO   2023-05-26 2024-12-12
4400. ISHARES RUSSELL MID-CAP   2024-08-19 2024-12-12
6720. ISHARES MSCI EAFE VALUE   2024-02-01 2024-12-12
28254.551 MADISON MID CAP FUND-R6   2024-08-09 2024-12-12
35843.867 PZENA EMERG MKTS VALUE-INST     2025-01-17
2880. ISHARES MSCI USA QUALITY FACTOR   2023-03-10 2025-01-17
2340. ISHARES MSCI INTL QUALITY   2024-02-01 2025-01-17
27167.461 BAIRD AGGREGATE BOND FUND   2020-05-21 2025-02-12
34870.457 BLACKROCK EVENT DRIVEN EQ-IS     2025-02-12
5320. WISDOMTREE U.S. QUALITY DIVI     2025-02-12
11890.226 BAIRD AGGREGATE BOND FUND   2020-05-21 2025-02-19
8417.681 SEAFARER OVERSEAS GROWTH &   2017-06-27 2025-02-19
4330. ISHARES MSCI INTL QUALITY     2025-02-19
49794.878 VANGUARD TOTAL BD MKT INDX 584     2025-02-19
1545. WISDOMTREE U.S. QUALITY DIVI   2020-07-10 2025-02-19
20137.819 ARTISAN INTL SM/MID-INST   2024-09-12 2025-03-11
52113.798 BLACKROCK HIGH YIELD PORTFOLIO   2024-06-18 2025-03-11
21082.647 SEAFARER OVERSEAS GROWTH &     2025-03-11
3144.262 GOTHAM ABSOLUTE RETURN-INS   2024-06-18 2025-03-11
14423. GLDMN SCHS ABS RTRN TR FUND     2025-03-11
10326.761 MFS EMERGING MKTS DEBT FD-R6   2020-07-10 2025-03-11
15577.844 MOERUS WORLDWIDE VALUE FUND   2024-04-03 2025-03-11
7848.742 TOUCHSTONE SANDS EM GR-R6   2020-07-10 2025-03-11
5171.686 AMG RR SM CAP VAL-I   2025-01-17 2025-04-21
5151.636 AMG RR SM CAP VAL-I   2022-05-02 2025-04-21
4105.857 BARON SMALL CAP FUND   2024-09-12 2025-04-21
3825. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-04-21
1427.064 T ROWE PR MID-CAP VALUE-I   2025-01-17 2025-04-21
13970.243 T ROWE PR MID-CAP VALUE-I   2022-05-02 2025-04-21
13417.82 BAIRD AGGREGATE BOND FUND   2024-08-20 2025-05-12
5307.85 BAIRD AGGREGATE BOND FUND   2020-05-21 2025-05-12
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 2,262   3,542 -1,280
b 1,664   424 1,240
c 2,014   4,852 -2,838
d 396,913   322,545 74,368
e 111,492   106,801 4,691
343,231   376,753 -33,522
1,250   736 514
2,540   989 1,551
1,441   579 862
1,414   3,236 -1,822
1,087   3,162 -2,075
1,133   1,851 -718
1,525   447 1,078
521   1,367 -846
2,592   1,526 1,066
462,547   462,334 213
49,594   34,713 14,881
29,232   29,204 28
434,167   483,768 -49,601
118,634   117,433 1,201
428,344   436,730 -8,386
2,716   2,755 -39
2,445   1,229 1,216
4,182   3,660 522
3,755   2,493 1,262
1,658   1,763 -105
1,357   1,779 -422
5,669   3,495 2,174
6,897   3,902 2,995
1,485   2,874 -1,389
3,897   3,570 327
2,133   2,239 -106
6,046   4,061 1,985
3,961   3,171 790
5,579   3,182 2,397
1,056   768 288
1,514   2,406 -892
4,810   1,141 3,669
2,562   3,511 -949
211   162 49
4,926   3,559 1,367
4,058   3,313 745
5,784   3,588 2,196
2,971   2,184 787
1,063   1,087 -24
1,890   2,659 -769
6,130   3,803 2,327
3,383   2,669 714
6,522   2,084 4,438
2,330   1,667 663
473   826 -353
1,004   2,075 -1,071
720   710 10
3,754   4,804 -1,050
2,245   2,353 -108
1,538   4,251 -2,713
3,292   2,772 520
5,857   4,337 1,520
1,398   1,383 15
2,936   2,095 841
7,206   3,571 3,635
5,815   3,484 2,331
3,243   3,351 -108
4,464   4,832 -368
5,637   1,675 3,962
5,740   2,356 3,384
2,649   2,704 -55
5,924   2,907 3,017
3,799   3,736 63
484   430 54
2,662   2,538 124
5,243   1,291 3,952
939   2,574 -1,635
6,702   5,698 1,004
4,752   2,930 1,822
120,894   113,211 7,683
2,053   2,020 33
7,047   1,474 5,573
407   381 26
5,602   2,586 3,016
6,145   3,076 3,069
5,096   1,451 3,645
4,090   2,700 1,390
3,649   2,740 909
4,531   5,005 -474
7,237   3,383 3,854
3,541   3,674 -133
299   302 -3
2,970   2,744 226
3,860   3,094 766
583   509 74
3,370   3,945 -575
1,165   1,498 -333
4,784   1,579 3,205
159   235 -76
909   1,713 -804
2,665   1,805 860
4,081   4,274 -193
5,461   1,977 3,484
1,800   2,111 -311
7,185   4,201 2,984
1,618   2,042 -424
5,704   4,522 1,182
8,910   3,138 5,772
2,134   2,108 26
576   499 77
3,351   2,756 595
134   406 -272
860   3,710 -2,850
3,076   3,082 -6
5,844   3,746 2,098
6,244   1,964 4,280
1,872   2,152 -280
7,008   4,676 2,332
3,481   3,664 -183
6,734   2,846 3,888
4,616   3,135 1,481
4,353   3,626 727
2,251   1,978 273
7,538   2,358 5,180
479,331   375,259 104,072
4,512   3,786 726
6,323   2,107 4,216
837   967 -130
2,094   2,484 -390
783   894 -111
2,417   2,510 -93
1,105   737 368
2,991   2,613 378
685   666 19
2,509   3,543 -1,034
2,380   2,637 -257
45,749   46,582 -833
236,358   218,812 17,546
252,692   235,282 17,410
118,889   129,839 -10,950
176,378   174,943 1,435
208,365   202,521 5,844
123,959   124,102 -143
484,406   480,973 3,433
127,000   120,600 6,400
96,190   95,031 1,159
266,018   261,723 4,295
477,955   479,305 -1,350
409,832   372,729 37,103
366,440   345,241 21,199
528,078   481,175 46,903
426,900   410,360 16,540
520,580   338,895 181,685
88,375   87,843 532
262,166   316,208 -54,042
353,935   336,178 17,757
442,970   295,250 147,720
115,573   138,393 -22,820
102,359   107,241 -4,882
173,330   154,504 18,826
474,047   477,134 -3,087
129,874   71,308 58,566
352,009   371,140 -19,131
368,966   366,360 2,606
251,938   265,720 -13,782
61,376   70,494 -9,118
144,230   144,859 -629
124,644   149,532 -24,888
258,436   243,637 14,799
115,455   130,289 -14,834
74,731   86,212 -11,481
74,441   73,668 773
112,172   146,127 -33,955
424,270   514,132 -89,862
39,301   46,665 -7,364
384,740   464,790 -80,050
130,153   134,439 -4,286
51,486   61,779 -10,293
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
      342,835
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,280
b       1,240
c       -2,838
d       74,368
e       4,691
      -33,522
      514
      1,551
      862
      -1,822
      -2,075
      -718
      1,078
      -846
      1,066
      213
      14,881
      28
      -49,601
      1,201
      -8,386
      -39
      1,216
      522
      1,262
      -105
      -422
      2,174
      2,995
      -1,389
      327
      -106
      1,985
      790
      2,397
      288
      -892
      3,669
      -949
      49
      1,367
      745
      2,196
      787
      -24
      -769
      2,327
      714
      4,438
      663
      -353
      -1,071
      10
      -1,050
      -108
      -2,713
      520
      1,520
      15
      841
      3,635
      2,331
      -108
      -368
      3,962
      3,384
      -55
      3,017
      63
      54
      124
      3,952
      -1,635
      1,004
      1,822
      7,683
      33
      5,573
      26
      3,016
      3,069
      3,645
      1,390
      909
      -474
      3,854
      -133
      -3
      226
      766
      74
      -575
      -333
      3,205
      -76
      -804
      860
      -193
      3,484
      -311
      2,984
      -424
      1,182
      5,772
      26
      77
      595
      -272
      -2,850
      -6
      2,098
      4,280
      -280
      2,332
      -183
      3,888
      1,481
      727
      273
      5,180
      104,072
      726
      4,216
      -130
      -390
      -111
      -93
      368
      378
      19
      -1,034
      -257
      -833
      17,546
      17,410
      -10,950
      1,435
      5,844
      -143
      3,433
      6,400
      1,159
      4,295
      -1,350
      37,103
      21,199
      46,903
      16,540
      181,685
      532
      -54,042
      17,757
      147,720
      -22,820
      -4,882
      18,826
      -3,087
      58,566
      -19,131
      2,606
      -13,782
      -9,118
      -629
      -24,888
      14,799
      -14,834
      -11,481
      773
      -33,955
      -89,862
      -7,364
      -80,050
      -4,286
      -10,293
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 762,755
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 17,178
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 17,178
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 17,178
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,099
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 27,099
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,921
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,590 Refundedright arrow 11 1,331
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 209-4802

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		126,949    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
24,021,025
b
Average of monthly cash balances.......................
1b
876,626
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,897,651
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
24,897,651
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
373,465
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,524,186
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,226,209
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,226,209
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,178
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,178
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,209,031
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,209,031
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,209,031
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,072,264
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,072,264
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,209,031
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 38,851
b From 2020...... 3,387
c From 2021...... 142,251
d From 2022...... 292,906
e From 2023...... 0
f Total of lines 3a through e ........ 477,395
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,072,264
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,072,264
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 136,767 136,767
(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 5 340,628
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		340,628
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 47,722
c Excess from 2022.... 292,906
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

AMERICAN CANCER SOCIETY INC

6525 N MERIDIAN AVE
OKLAHOMA CITY,OK73162 		NONE PC GENERAL SUPPORT 418,670

CLEVELAND SIGHT CENTER

1909 EAST 101ST ST
CLEVELAND,OH441064110 		NONE PC GENERAL SUPPORT 314,002

SHRINERS HOSPITALS FOR CHILDREN
ATTN TRUST/INVESTMENT
ACCOUNTING TEAM
ATLANTA,GA303947770 		NONE PC GENERAL SUPPORT 314,002
Total .................................right arrow 3a 1,046,674
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 ....     14 582,992  
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 ............ 		    18 762,755  
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) ..   1,345,747  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,345,747
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Name of Stock End of Year Book Value End of Year Fair Market Value
008492100 AGREE RLTY CORP REIT    
011311107 ALAMO GROUP INC    
01748X102 ALLEGIANT TRAVEL CO    
03071H100 AMERISAFE INC    
03076K108 AMERIS BANCORP    
04963C209 ATRICURE INC    
05368V106 AVIENT CORPORATION    
057665200 BALCHEM CORP CL B    
099406100 BOOT BARN HOLDINGS I    
114340102 AZENTA INC    
14843C105 CASTLE BIOSCIENCES I    
149150104 CATHAY GENERAL BANCO    
153527205 CENTRAL GARDEN AND P    
171604101 CHUY'S HOLDINGS INC    
19247A100 COHEN & STEERS INC    
228903100 ARTIVION INC    
229050307 CRYOPORT INC    
249906108 DESCARTES SYS GROUP    
29260V105 ENDAVA PLC- SPON ADR    
37637Q105 GLACIER BANCORP INC    
379577208 GLOBUS MEDICAL INC A    
38526M106 GRAND CANYON EDUCATI    
40637H109 HALOZYME THERAPEUTIC    
42226A107 HEALTHEQUITY INC    
422347104 HEARTLAND EXPRESS IN    
42328H109 HELIOS TECHNOLOGIES    
440327104 HORACE MANN EDUCATOR    
441593100 HOULIHAN LOKEY INC    
44925C103 ICF INTERNATIONAL IN    
44930G107 ICU MED INC    
451107106 IDACORP INC    
457985208 INTEGRA LIFESCIENCES    
536797103 LITHIA MTRS INC CL A    
55405Y100 MACOM TECHNOLOGY SOL    
559663109 MAGNOLIA OIL & GAS C    
58506Q109 MEDPACE HOLDINGS INC    
603158106 MINERALS TECHNOLOGIE    
63633D104 NATIONAL HEALTH INVS    
668074305 NORTHWESTERN ENERGY    
67000B104 NOVANTA INC SEDOL BD    
675234108 OCEANFIRST FINANCIAL    
691497309 OXFORD INDUSTRIES IN    
69478X105 PACIFIC PREMIER BANC    
703343103 PATRICK INDUSTRIES I    
71944F106 PHREESIA INC    
74164F103 PRIMORIS SERVICES CO    
74340E103 PROGYNY INC    
753422104 RAPID7 INC    
75524B104 RBC BEARINGS INC    
76156B107 REVOLVE GROUP INC    
78377T107 RYMAN HOSPITALITY PP    
811707801 SEACOAST BANKING COR    
825698103 SHYFT GROUP INC/THE    
826919102 SILICON LABORATORIES    
827048109 SILGAN HLDGS INC    
830830105 SKYLINE CHAMPION COR    
85254J102 STAG INDUSTRIES INC    
860630102 STIFEL FINL CORP    
868459108 SUPERNUS PHARMACEUTI    
882681109 TEXAS ROADHOUSE INC    
90278Q108 UFP INDUSTRIES INC    
92337F107 VERACYTE INC    
925550105 VIAVI SOLUTIONS INC    
978097103 WOLVERINE WORLD WIDE    
G4388N106 HELEN OF TROY LIMITE    
15872M104 CHAMPIONX CORPORATIO    
453836108 INDEPENDENT BANK COR    
46116X101 INTRA-CELLULAR THERA    
576485205 MATADOR RESOURCES CO    
703481101 PATTERSON-UTI ENERGY    
70435P102 PAYCOR HCM INC    
880779103 TEREX CORP NEW    
88546E105 THOUGHTWORKS HOLDING    
923451108 VERITEX HOLDINGS INC    
01749D105 ALLEGRO MICROSYSTEMS    
03783C100 APPFOLIO INC - A    
03969K108 ARCUTIS BIOTHERAPEUT    
09058V103 BIOCRYST PHARMACEUTI    
124805102 CBIZ INC    
302492103 FLYWIRE CORP-VOTING    
35138V102 FOX FACTORY HOLDING    
45073V108 ITT INC    
457669307 INSMED INC    
78473E103 SPX TECHNOLOGIES    
82489W107 SHOALS TECHNOLOGIES    
90337L108 U S PHYSICAL THERAPY    
918090101 UTZ BRANDS INC    
00847X104 AGIOS PHARMACEUTICAL    
043436104 ASBURY AUTOMOTIVE GR    
16115Q308 CHART INDUSTRIES INC    
264147109 DUCOMMUN INC DELAWAR    
33748L101 FIRST WATCH RESTAURA    
431636109 HILLMAN SOLUTIONS CO    
45827U109 INTAPP INC    
674215207 CHORD ENERGY CORP    
69913P105 PARAGON 28 INC    
71367G102 PERELLA WEINBERG PAR    
85205L107 SPRINGWORKS THERAPEU    
87265H109 TRI POINTE HOMES INC    
902788108 UMB FINL CORP    
92846Q107 VITA COCO CO INC/THE    

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
057071854 BAIRD AGGREGATE BOND AT COST 971,479 979,318
09250J734 BLACKROCK EVENT DRIV      
256210105 DODGE & COX INCOME F AT COST 1,236,559 1,184,462
317609295 SEAFARER OVERSEAS GR      
464287200 ISHARES CORE S&P 500 AT COST 5,147,162 10,534,349
464287481 ISHARES RUSSELL MID-      
552746364 MFS EMERGING MKTS DE AT COST 391,185 360,334
592905749 METROPOLITAN WEST UN      
74440Y884 PGIM HIGH YIELD FUND AT COST 365,680 364,156
89355J656 TRANSAMERICA SM CAP      
97717X669 WISDOMTREE U.S. QUAL AT COST 282,230 494,214
00171A852 AMG RR SM CAP VAL-I AT COST 337,532 369,869
38147X325 GLDMN SCHS ABS RTRN AT COST 356,064 367,650
46432F842 ISHARES CORE MSCI EA      
46434G103 ISHARES CORE MSCI EM AT COST 376,222 407,034
77957Y403 T ROWE PR MID-CAP VA      
89154M702 TOUCHSTONE SANDS EM AT COST 247,130 269,335
89155T490 TOUCHSTONE MID CAP-R      
957663669 WESTERN ASSET CORE P      
00770X675 PZENA EMERG MKTS VAL AT COST 368,680 380,319
057071813 BAIRD MIDCAP INST      
09260B309 BLACKROCK CORE BOND      
258620566 DOUBLELINE TOTAL RET AT COST 894,990 884,691
360873129 GOTHAM ENHANCED RETU      
464288273 ISHARES MSCI EAFE SM      
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU AT COST 317,922 384,310
921937603 VANGUARD TOTAL BD MK      
25434V807 DIMENSIONAL INTERNAT AT COST 602,493 738,209
461418444 WCM FOCUSED INTL GRO AT COST 1,151,806 1,233,310
464288877 ISHARES MSCI EAFE VA      
464288885 ISHARES MSCI EAFE GR      
66538H880 MOERUS WORLDWIDE VAL      
72201F490 PIMCO INCOME FUND AT COST 643,116 641,480
068278803 BARON SMALL CAP FUND AT COST 436,654 391,474
21255V406 STEPSTONE PRIVATE MA AT COST 320,000 330,938
256206103 DODGE & COX INTERNAT AT COST 514,530 558,968
27830W108 EV GL MACR ABS RTRN AT COST 365,680 376,535
360873137 GOTHAM ABSOLUTE RETU AT COST 418,006 388,921
46435G326 ISHARES CORE MSCI DE AT COST 488,634 533,310
74256W584 PRINCIPAL MIDCAP FUN AT COST 1,088,044 1,144,605
992320200 UNITY SELECT FUND LL AT COST 1,275,000 1,275,000

TY 2024 OtherDecreasesSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Description Amount
COST BASIS ADJ 589
ROC ON PY SALES 521
ROC ON CY SALES 68


TY 2024 OtherExpensesSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Description Amount
MUTUAL FUND TIMING ADJ 7,679


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 249 249    


TY 2024 TaxesSchedule
Name:
WILLIAM E MOSER ESTATE
EIN:
34-6511386
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,135 0   0
FEDERAL ESTIMATES - PRINCIPAL 23,769 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,411 5,411   0
FOREIGN TAXES ON NONQUALIFIED 2,563 2,563   0