TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE FAIRVIEW CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)1255 PERKIOMEN AVENUE PO BOX 13632
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
READING, PA196123632

A Employer identification number

25-6612026

B Telephone number (see instructions)

(610) 396-9091

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$5,596,439J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	318,877
2	Check .............
3	Interest on savings and temporary cash investments	7		7
4	Dividends and interest from securities...	91,904		88,880
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		178,014
b	Gross sales price for all assets on line 6a 4,139,332
7	Capital gain net income (from Part IV, line 2)...			463,360
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).......
12	Total. Add lines 1 through 11........	588,802		552,247
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	4,240			4,240
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,389	2,000	389
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	84,313
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	109,985	25,051	84,934
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	200,927		27,051	89,563
25	Contributions, gifts, grants paid.......	0			0
26	Total expenses and disbursements. Add lines 24 and 25	200,927		27,051	89,563
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	387,875
b	Net investment income (if negative, enter -0-)			525,196
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	4,611	2,400	2,400
	2	Savings and temporary cash investments.........	34,633	47,370	47,370
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	2,762,299	List of Attached Documents: // Content 2,932,603	3,702,714
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 3,289,530
		Less: accumulated depreciation (attach schedule) 1,445,575	1,669,167	List of Attached Documents: // Content 1,843,955	1,843,955
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,470,710	4,826,328	5,596,439
	17	Accounts payable and accrued expenses..........	257	252
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons	80,000	List of Attached Documents: // Content 80,000
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	80,257	80,252
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	4,390,453	4,746,076
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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
	29	Total net assets or fund balances (see instructions).....	4,390,453	4,746,076
	30	Total liabilities and net assets/fund balances (see instructions).	4,470,710	4,826,328

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,390,453

Enter amount from Part I, line 27a .....................

387,875

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

4,778,328

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

32,252

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,746,076

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	APPLE INC, 280 SHS	D	2008-04-01	2024-01-09
b	ANALOG DEVICES INC, 370 SHS	P	2024-08-28	2024-12-16
c	GENL DYNAMICS CORP, 242 SHS	P	2024-08-29	2024-12-16
d	SEMPRA, 440 SHS	P	2024-06-28	2024-09-26
e	COLGATE PALMOLIVE CO, 36 SHS	P	2023-06-16	2024-08-28
	THE CIGNA GROUP, 191 SHS	P	2023-05-10	2024-09-27
	APPLE INC, 150 SHS	D	2008-04-01	2024-01-16
	ARCHER DANIELS MIDLAND, 595 SHS	P	2023-12-08	2024-01-23
	GOLDMAN SACHS GRP, 66 SHS	P	2024-08-28	2024-09-16
	SHERWIN WILLIAMS CO, 181 SHS	P	2024-07-19	2024-12-19
	CROWN CASTLE INC, 843 SHS	P	2023-09-08	2024-12-27
	VERIZON COMMUNICATIONS, 3220 SHS	P	2023-11-01	2024-11-08
	APPLE INC, 150 SHS	D	2008-04-01	2024-03-11
	BANK OF AMERICA, 150 SHS	P	2024-08-28	2024-12-19
	HOME DEPOT INC, 29 SHS	P	2024-07-19	2024-12-19
	SPDR BLOOMBERG 1-3 MTH TBILL, 132 SH	P	2024-06-26	2024-08-28
	EXXON MOBIL CORP, 33 SHS	P	2023-09-12	2024-12-27
	VISA INC, 221 SHS	P	2023-05-05	2024-05-31
	APPLE INC, 87 SHS	D	2008-04-01	2024-04-02
	BLACKROCK INC, 46 SHS	P	2024-01-23	2024-08-02
	ISHARES RUSSELL 1000 VALUE, 4317.103	P	2024-09-16	2024-10-17
	STARBUCKS CORP, 1552 SHS	P	2024-07-19	2024-12-19
	HOME DEPOT INC, 14 SHS	P	2023-02-02	2024-12-19
	WALMART INC, 663 SHS	P	2023-03-30	2024-08-02
	APPLE INC, 218 SHS	D	2008-04-01	2024-04-02
	BLACKROCK INC, 5 SHS	P	2024-09-27	2024-12-19
	JOHNSON & JOHNSON, 503 SHS	P	2024-11-07	2024-12-16
	T-MOBILE US INC, 133 SHS	P	2024-08-02	2024-08-28
	JOHNSON & JOHNSON, 368 SHS	P	2024-06-26	2024-12-16
	APPLE INC, 33 SHS	D	2008-04-01	2024-05-29
	BROADCOM INC, 53 SHS	P	2023-05-05	2024-02-29
	JP MORGAN CHASE & CO, 24 SHS	P	2024-08-28	2024-09-16
	THE CIGNA GROUP, 40 SHS	P	2023-11-01	2024-04-17
	JP MORGAN CHASE & CO, 144 SHS	P	2023-09-12	2024-08-02
	APPLE INC, 292 SHS	D	2009-05-15	2024-05-29
	CHEVRON CORP, 1271 SHS	P	2024-10-17	2024-12-19
	MEDTRONIC PLC, 1268 SHS	P	2024-07-19	2024-11-08
	UNITEDHEALTH GP INC 59 SHS	P	2024-08-02	2024-12-16
	MEDTRONIC PLC, 723 SHS	P	2023-11-01	2024-11-07
	APPLE INC, 108 SHS	D	2009-05-15	2024-09-12
	CME GROUP INC, 138 SHS	P	2023-11-01	2024-06-18
	MERCK & CO INC, 623 SHS	P	2024-09-27	2024-12-16
	VERIZON COMMUNICATIONS, 232 SHS	P	2023-04-28	2024-04-17
	MICROSOFT CORP, 528 SHS	P	2023-03-14	2024-08-28
	MERCK & CO INC, 30 SHS	D	1998-07-28	2024-07-22
	COLGATE PALMOLIVE CO, 120 SHS	P	2023-05-05	2024-04-17
	MICROSOFT CORP, 128 SHS	P	2023-08-14	2024-01-23
	VISA INC, 149 SHS	P	2023-11-03	2024-05-31
	NEXTERRA ENERGY INC, 347 SHS	P	2023-03-13	2024-03-14
	MERCK & CO INC, 135 SHS	D	1998-07-28	2024-07-22
	CONSTELLATION ENERGY CORP, 47 SHS	P	2024-11-07	2024-12-19
	NEXTERRA ENERGY INC, 141.664 SHS	P	2024-04-15	2024-05-31
	WALMART INC, 560 SHS	P	2024-06-27	2024-08-02
	NORTHROP GRUMMAN CP, 101 SHS	P	2023-04-28	2024-06-18
	MERCK & CO INC, 225 SHS	D	1998-07-28	2024-07-31
	CORNING INC, 4291 SHS	P	2024-04-15	2024-06-27
	NORTHROP GRUMMAN CP, 20 SHS	P	2023-11-01	2024-06-18
	AIR PROD & CHEM INC, 159 SHS	P	2022-10-20	2024-03-21
	PROCTER & GAMBLE, 14 SHS	P	2023-04-28	2024-08-28
	MERCK & CO INC, 290 SHS	D	1998-07-28	2024-09-12
	CROWN CASTLE INC, 960 SHS	P	2024-07-19	2024-12-16
	PFIZER INC, 1294 SHS	P	2024-01-11	2024-04-17
	BANK OF AMERICA CORP, 1663 SHS	P	2022-06-28	2024-12-19
	PROLOGIS INC, 710 SHS	P	2023-09-12	2024-12-16
	ABBVIE INC, 45 SHS	P	2024-08-02	2024-12-16
	DELL TECHNOLOGIES INC, 53 SHS	P	2024-03-21	2024-09-26
	PROLOGIS INC, 126 SHS	P	2024-01-23	2024-08-02
	BLACKROCK INC, 16 SHS	P	2023-12-07	2024-12-19
	REPUBLIC SERVICES INC, 404 SHS	P	2023-07-12	2024-07-26
	AIR PRODUCTS & CHEM, 134 SHS	P	2023-11-01	2024-03-14
	EATON CORP, 184 SHS	P	2024-11-07	2024-12-27
	REPUBLIC SERVICES INC, 60 SHS	P	2023-11-01	2024-07-26
	BROADCOM INC, 74 SHS	P	2023-02-13	2024-02-29
	SHERWIN WILLIAMS CO, 14 SHS	P	2023-12-08	2024-12-19
	AMGEN INC, 27 SHS	P	2024-01-23	2024-03-14
	FREEPORT-MCMORAN, 916 SHS	P	2024-09-26	2024-12-16
	SCHLUMBERGER LTD, 2541 SHS	P	2024-10-17	2024-12-16
	CHEVRON CORP, 25 SHS	P	2023-11-01	2024-12-19
	SPDR BLOOMBERG 1-3 MTH TBILL, 53 SHS	P	2023-02-14	2024-02-29

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	50,660	1,481	49,179
b	80,104	87,849	-7,745
c	64,536	71,730	-7,194
d	32,241	32,861	-620
e	3,353	2,757	596
	66,190	50,640	15,550
	26,759	793	25,966
	31,572	48,796	-17,224
	31,414	30,562	852
	57,885	59,478	-1,593
	83,847	100,641	-16,794
	129,927	120,656	9,271
	25,366	793	24,573
	6,540	5,987	553
	10,310	10,954	-644
	12,105	12,099	6
	3,520	3,868	-348
	59,562	48,051	11,511
	14,502	460	14,042
	37,488	36,378	1,110
	769,345	755,008	14,337
	132,831	136,614	-3,783
	5,455	4,779	676
	45,402	31,053	14,349
	36,338	1,153	35,185
	5,098	4,727	371
	72,954	81,019	-8,065
	24,452	22,697	1,755
	55,855	61,208	-5,353
	6,194	174	6,020
	68,224	34,930	33,294
	4,950	5,316	-366
	13,936	11,461	2,475
	28,798	21,584	7,214
	54,812	1,291	53,521
	183,640	198,617	-14,977
	109,713	105,743	3,970
	29,909	33,127	-3,218
	61,865	60,053	1,812
	23,516	477	23,039
	27,103	28,821	-1,718
	62,528	71,951	-9,423
	9,222	9,026	196
	218,903	134,996	83,907
	3,714	1	3,713
	10,383	9,709	674
	50,651	39,555	11,096
	40,157	35,758	4,399
	20,679	26,254	-5,575
	16,717	4,141	12,576
	10,699	11,392	-693
	9,482	9,783	-301
	38,348	33,019	5,329
	43,075	46,973	-3,898
	25,260	1	25,259
	149,048	142,780	6,268
	8,530	9,236	-706
	38,464	42,344	-3,880
	2,384	2,196	188
	32,618	1	32,617
	92,859	101,164	-8,305
	32,968	36,741	-3,773
	66,332	57,056	9,276
	79,425	88,700	-9,275
	7,737	8,548	-811
	6,492	6,023	469
	14,971	16,284	-1,313
	16,312	11,983	4,329
	80,292	54,765	25,527
	32,878	38,654	-5,776
	63,170	67,332	-4,162
	11,441	8,884	2,557
	95,057	39,490	55,567
	4,847	4,069	778
	7,348	8,370	-1,022
	37,290	47,538	-10,248
	102,046	116,100	-14,054
	3,545	3,617	-72
	4,865	4,852	13

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			49,179
b			-7,745
c			-7,194
d			-620
e			596
			15,550
			25,966
			-17,224
			852
			-1,593
			-16,794
			9,271
			24,573
			553
			-644
			6
			-348
			11,511
			14,042
			1,110
			14,337
			-3,783
			676
			14,349
			35,185
			371
			-8,065
			1,755
			-5,353
			6,020
			33,294
			-366
			2,475
			7,214
			53,521
			-14,977
			3,970
			-3,218
			1,812
			23,039
			-1,718
			-9,423
			196
			83,907
			3,713
			674
			11,096
			4,399
			-5,575
			12,576
			-693
			-301
			5,329
			-3,898
			25,259
			6,268
			-706
			-3,880
			188
			32,617
			-8,305
			-3,773
			9,276
			-9,275
			-811
			469
			-1,313
			4,329
			25,527
			-5,776
			-4,162
			2,557
			55,567
			778
			-1,022
			-10,248
			-14,054
			-72
			13

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	463,360
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 ...................		3	-36,162

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,300
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	7,300
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	7,300
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,723
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	15,000
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	16,723
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	9,423
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax9,423	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

IRENE M REBER Telephone no. right arrow

(610) 396-9091

Located at right arrow

1255 PERKIOMEN AVENUEREADINGPA ZIP+4 right arrow

19612

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
ELIZABETH W GONZALEZ	TRUSTEE 000.00	0	0	0
1255 PERKIOMEN AVENUE READING,PA19612	TRUSTEE 000.00	0	0	0
KAREN WATTS	TRUSTEE 000.00	0	0	0
1255 PERKIOMEN AVENUE READING,PA19612	TRUSTEE 000.00	0	0	0

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...................

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	ORGANIZATION RAISES FUNDS TO SUPPORT THE FAIRVIEW COUNSELING SERVICE A NON PROFIT ORGANIZATION.	27,051
2	ORGANIZATION MAINTAINS A BUILDING CURRENTLY UNDER RENOVATION. SPACE IN THE BUILDING IS PROVIDED FREE OF CHARGE TO FAIRVIEW COUNSELING. AS ADDITIONAL SPACE IS DEEMED USEABLE, THE ORGANIZATION INTENDS TO SOLICIT OTHER NON-PROFIT ORGANIZATIONS TO OCCUPY SUCH SPACE FOR A REDUCED RENT AMOUNT.	173,876
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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,455,716

Average of monthly cash balances.......................

53,004

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,508,720

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,508,720

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

52,631

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,456,089

Minimum investment return. Enter 5% (0.05) of line 5................

172,804

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

89,563

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

89,563

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
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......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 89,563
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.....
e Remaining amount distributed out of corpus		89,563
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		89,563
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 ..........
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) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total
	0				0
b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....	89,563	53,478	66,420	49,076	258,537
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 ....	89,563	53,478	66,420	49,076	258,537
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 ..	115,203	102,220	86,562	805	304,790
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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	7
4 Dividends and interest from securities ....			14	91,904
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 ............			14	178,014
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) ..				269,925

13Total. Add line 12, columns (b), (d), and (e)..................

269,925

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship
FAIRVIEW COUNSELING I	501(C)(3)	COMMON DIRECTOR

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

THE FAIRVIEW CHARITABLE TRUST

Employer identification number

25-6612026

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 THE FAIRVIEW CHARITABLE TRUST

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
1	ELIZABETH GONZALEZ 1255 PERKIOMEN AVENUE READING, PA19612	$ 318,877	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 THE FAIRVIEW CHARITABLE TRUST		Employer identification number 25-6612026

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
1	1235 SHS APPLE INC	$ 318,877	2024-12-24
(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 THE FAIRVIEW CHARITABLE TRUST			Employer identification number 25-6612026
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

(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

(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

(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

(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:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
BUILDING	1999-09-01	231,236	144,993	S/L	39.0000	5,929
BUILDING IMPROVEMENTS	2000-07-30	49,478	29,766	S/L	39.0000	1,268
BUILDING IMPROVEMENTS	2000-06-30	222,482	134,066	S/L	39.0000	5,704
LAND	1999-09-01	22,188
BUILDING IMPROVEMENTS	2000-08-31	65,103	39,015	S/L	39.0000	1,669
BUILDING IMPROVEMENTS	2000-09-30	25,468	15,210	S/L	39.0000	653
BUILDING IMPROVEMENTS	2000-10-31	86,109	51,243	S/L	39.0000	2,208
BUILDING IMPROVEMENTS	2000-11-30	34,557	20,490	S/L	39.0000	886
BUILDING IMPROVEMENTS	2000-12-31	84,659	50,022	S/L	39.0000	2,171
BUILDING IMPROVEMENTS	2001-01-30	53,895	31,727	S/L	39.0000	1,382
BUILDING IMPROVEMENTS	2001-02-28	56,971	33,420	S/L	39.0000	1,460
BUILDING IMPROVEMENTS	2001-03-31	48,997	28,628	S/L	39.0000	1,257
BUILDING IMPROVEMENTS	2001-04-30	30,435	17,716	S/L	39.0000	780
BUILDING IMPROVEMENTS	2001-05-31	34,385	19,953	S/L	39.0000	881
BUILDING IMPROVEMENTS	2001-06-30	37,099	21,440	S/L	39.0000	951
LAPTOP COMPUTER	2000-10-16	1,375	1,156	200DB	5.0000
BUILDING IMPROVEMENTS	2001-07-30	41,340	23,806	S/L	39.0000	1,060
BUILDING IMPROVEMENTS	2001-08-30	17,474	10,024	S/L	39.0000	448
BUILDING IMPROVEMENTS	2001-09-30	52,138	29,803	S/L	39.0000	1,337
BUILDING IMPROVEMENTS	2001-10-30	79,427	45,235	S/L	39.0000	2,037
BUILDING IMPROVEMENTS	2001-11-30	63,149	35,821	S/L	39.0000	1,620
BUILDING IMPROVEMENTS	2001-12-30	58,588	33,109	S/L	39.0000	1,502
BUILDING IMPROVEMENTS	2002-01-30	31,125	17,524	S/L	39.0000	798
BUILDING IMPROVEMENTS	2002-02-28	22,465	12,600	S/L	39.0000	576
BUILDING IMPROVEMENTS	2002-03-31	20,200	11,288	S/L	39.0000	518
BUILDING IMPROVEMENTS	2002-04-30	32,793	18,256	S/L	39.0000	841
BUILDING IMPROVEMENTS	2002-05-30	29,897	16,583	S/L	39.0000	767
BUILDING IMPROVEMENTS	2002-06-30	29,662	16,390	S/L	39.0000	760
BUILDING IMPROVEMENTS	2002-07-31	19,378	10,664	S/L	39.0000	497
BUILDING IMPROVEMENTS	2002-08-30	16,658	9,128	S/L	39.0000	427
BUILDING IMPROVEMENTS	2002-09-30	24,853	13,565	S/L	39.0000	637
BUILDING IMPROVEMENTS	2002-10-31	15,223	8,273	S/L	39.0000	391
BUILDING IMPROVEMENTS	2002-11-30	22,522	12,192	S/L	39.0000	578
BUILDING IMPROVEMENTS	2002-12-31	13,948	7,530	S/L	39.0000	358
OFFICE FURNITURE	2002-01-30	900	900	S/L	7.0000
OFFICE FURNITURE	2002-04-30	1,092	1,092	S/L	7.0000
OFFICE FURNITURE	2002-10-31	184	184	S/L	7.0000
OFFICE FURNISHINGS & FIXTURES	2002-09-15	3,197	3,197	S/L	7.0000
BOOKCASES	2002-08-01	2,419	2,419	S/L	7.0000
OFFICE EQUIPMENT	2003-07-01	259	259	S/L	7.0000
BUILDING IMPROVEMENTS	2003-01-01	12,536	6,744	S/L	39.0000	322
BUILDING IMPROVEMENTS	2003-02-01	15,665	8,406	S/L	39.0000	401
BUILDING IMPROVEMENTS	2003-03-01	28,320	15,126	S/L	39.0000	726
BUILDING IMPROVEMENTS	2003-04-01	28,474	15,149	S/L	39.0000	730
BUILDING IMPROVEMENTS	2003-05-01	19,253	10,207	S/L	39.0000	493
BUILDING IMPROVEMENTS	2003-06-01	24,673	13,026	S/L	39.0000	633
BUILDING IMPROVEMENTS	2003-07-01	19,040	10,005	S/L	39.0000	489
BUILDING IMPROVEMENTS	2003-08-01	13,830	7,245	S/L	39.0000	355
BUILDING IMPROVEMENTS	2003-09-01	15,155	7,907	S/L	39.0000	389
BUILDING IMPROVEMENTS	2003-10-01	11,282	5,854	S/L	39.0000	289
BUILDING IMPROVEMENTS	2003-11-01	11,810	6,109	S/L	39.0000	303
BUILDING IMPROVEMENTS	2003-12-01	15,012	7,731	S/L	39.0000	385
BUILDING IMPROVEMENTS	2004-01-30	14,394	7,350	S/L	39.0000	369
BUILDING IMPROVEMENTS	2004-02-28	26,789	13,624	S/L	39.0000	687
BUILDING IMPROVEMENTS	2004-03-30	27,798	14,080	S/L	39.0000	713
BUILDING IMPROVEMENTS	2004-04-30	11,571	5,839	S/L	39.0000	297
BUILDING IMPROVEMENTS	2004-05-30	15,654	7,856	S/L	39.0000	401
BUILDING IMPROVEMENTS	2004-06-30	19,160	9,577	S/L	39.0000	491
BUILDING IMPROVEMENTS	2004-07-30	22,610	11,260	S/L	39.0000	580
BUILDING IMPROVEMENTS	2004-08-30	19,974	9,900	S/L	39.0000	512
BUILDING IMPROVEMENTS	2004-09-30	12,929	6,388	S/L	39.0000	331
BUILDING IMPROVEMENTS	2004-10-30	19,004	9,336	S/L	39.0000	487
BUILDING IMPROVEMENTS	2004-11-30	33,754	16,510	S/L	39.0000	866
BUILDING IMPROVEMENTS	2004-12-30	8,620	4,199	S/L	39.0000	221
BUILDING IMPROVEMENTS	2005-01-01	14,246	6,937	S/L	39.0000	365
BUILDING IMPROVEMENTS	2005-02-01	6,663	3,234	S/L	39.0000	171
BUILDING IMPROVEMENTS	2005-03-01	716	342	S/L	39.0000	18
BUILDING IMPROVEMENTS	2005-04-01	1,846	884	S/L	39.0000	48
BUILDING IMPROVEMENTS	2005-05-01	375	183	S/L	39.0000	10
BUILDING IMPROVEMENTS	2005-06-01	875	412	S/L	39.0000	23
BUILDING IMPROVEMENTS	2005-07-01	5,339	2,533	S/L	39.0000	137
BUILDING IMPROVEMENTS	2005-11-01	288	130	S/L	39.0000	7
BUILDING IMPROVEMENTS	2005-12-01	257	124	S/L	39.0000	7
OFFICE FURNITURE	2005-04-01	3,984	3,984	S/L	7.0000
BUILDING IMPROVEMENTS	2006-08-01	1,630	730	S/L	39.0000	41
BUILDING IMPROVEMENTS	2006-10-01	4,520	2,000	S/L	39.0000	116
BUILDING IMPROVEMENTS	2006-11-01	3,976	1,751	S/L	39.0000	102
BUILDING IMPROVEMENTS	2006-12-01	12,000	5,260	S/L	39.0000	308
BUILDING IMPROVEMENTS	2007-02-01	10,395	4,513	S/L	39.0000	266
BUILDING IMPROVEMENTS	2007-03-01	2,577	1,112	S/L	39.0000	66
BUILDING IMPROVEMENTS	2007-04-01	39,790	17,087	S/L	39.0000	1,020
BUILDING IMPROVEMENTS	2007-05-01	4,941	2,114	S/L	39.0000	127
BUILDING IMPROVEMENTS	2007-06-01	2,818	1,196	S/L	39.0000	72
BUILDING IMPROVEMENTS	2007-07-01	4,590	1,945	S/L	39.0000	118
BUILDING IMPROVEMENTS	2007-08-01	13,189	5,550	S/L	39.0000	338
BUILDING IMPROVEMENTS	2007-09-01	415	177	S/L	39.0000	11
OFFICE EQUIPMENT	2011-06-01	50	50	S/L	7.0000
BUILDING IMPROVEMENTS	2011-06-01	6,129	1,977	S/L	39.0000	157
BUILDING IMPROVEMENTS	2012-01-01	3,472	1,068	S/L	39.0000	89
BUILDING IMPROVEMENTS	2012-08-01	2,564	751	S/L	39.0000	66
BUILDING IMPROVEMENTS	2012-12-01	27,930	7,937	S/L	39.0000	716
BUILDING IMPROVEMENTS	2013-04-01	12,405	3,420	S/L	39.0000	318
BUILDING IMPROVEMENTS	2013-05-01	7,930	2,168	S/L	39.0000	204
BUILDING IMPROVEMENTS	2013-06-01	3,545	962	S/L	39.0000	91
BUILDING IMPROVEMENTS	2013-09-01	5,952	1,578	S/L	39.0000	153
BUILDING IMPROVEMENTS	2013-10-01	7,120	1,873	S/L	39.0000	182
BUILDING IMPROVEMENTS	2013-11-01	9,190	2,396	S/L	39.0000	236
BUILDING IMPROVEMENTS	2013-12-01	8,053	2,080	S/L	39.0000	207
BUILDING IMPROVEMENTS	2014-01-01	6,036	1,548	S/L	39.0000	155
BUILDING IMPROVEMENTS	2014-02-01	2,315	588	S/L	39.0000	59
BUILDING IMPROVEMENTS	2014-03-01	2,080	523	S/L	39.0000	54
BUILDING IMPROVEMENTS	2014-09-01	7,120	1,705	S/L	39.0000	182
BUILDING IMPROVEMENTS	2014-11-01	19,274	4,529	S/L	39.0000	495
BUILDING IMPROVEMENTS	2017-01-16	703	125	S/L	39.0000	18
BUILDING IMPROVEMENTS	2017-02-01	12,963	2,299	S/L	39.0000	332
BUILDING IMPROVEMENTS	2017-04-01	16,419	2,842	S/L	39.0000	421
BUILDING IMPROVEMENTS	2017-05-01	2,199	376	S/L	39.0000	56
BUILDING IMPROVEMENTS	2017-06-01	1,155	195	S/L	39.0000	30
BUILDING IMPROVEMENTS	2017-07-31	9,910	1,630	S/L	39.0000	255
BUILDING IMPROVEMENTS	2017-09-01	4,245	689	S/L	39.0000	109
BUILDING IMPROVEMENTS	2017-11-01	3,239	512	S/L	39.0000	83
BUILDING IMPROVEMENTS	2017-12-01	21,040	3,282	S/L	39.0000	539
BUILDING IMPROVEMENTS	2018-01-18	1,560	237	S/L	39.0000	40
BUILDING IMPROVEMENTS	2018-03-01	23,409	3,501	S/L	39.0000	601
BUILDING IMPROVEMENTS	2018-05-01	10,824	1,573	S/L	39.0000	277
BUILDING IMPROVEMENTS	2018-06-18	10,976	1,548	S/L	39.0000	281
BUILDING IMPROVEMENTS	2018-07-23	7,496	1,041	S/L	39.0000	192
BUILDING IMPROVEMENTS	2018-08-20	12,243	1,674	S/L	39.0000	314
BUILDING IMPROVEMENTS	2018-09-11	710	97	S/L	39.0000	18
BUILDING IMPROVEMENTS	2018-10-29	7,715	1,022	S/L	39.0000	198
BUILDING IMPROVEMENTS	2019-01-31	31,008	3,909	S/L	39.0000	795
BUILDING IMPROVEMENTS	2019-02-28	13,919	1,725	S/L	39.0000	357
BUILDING IMPROVEMENTS	2019-03-31	23,241	2,831	S/L	39.0000	596
BUILDING IMPROVEMENTS	2019-04-30	20,519	2,455	S/L	39.0000	526
BUILDING IMPROVEMENTS	2019-05-31	13,155	1,546	S/L	39.0000	337
BUILDING IMPROVEMENTS	2019-06-30	1,157	133	S/L	39.0000	30
BUILDING IMPROVEMENTS	2019-07-31	10,124	1,147	S/L	39.0000	259
BUILDING IMPROVEMENTS	2019-08-31	14,212	1,579	S/L	39.0000	364
BUILDING IMPROVEMENTS	2019-09-30	9,591	1,045	S/L	39.0000	246
BUILDING IMPROVEMENTS	2019-10-31	13,230	1,413	S/L	39.0000	340
BUILDING IMPROVEMENTS	2019-12-15	10,380	1,087	S/L	39.0000	266
BUILDING IMPROVEMENTS	2020-02-15	17,762	1,784	S/L	39.0000	455
BUILDING IMPROVEMENTS	2020-03-15	20,263	1,992	S/L	39.0000	519
BUILDING IMPROVEMENTS	2020-05-15	24,143	2,270	S/L	39.0000	619
BUILDING IMPROVEMENTS	2020-06-15	921	85	S/L	39.0000	23
BUILDING IMPROVEMENTS	2020-07-15	17,765	1,594	S/L	39.0000	456
BUILDING IMPROVEMENTS	2020-08-15	17,622	1,544	S/L	39.0000	452
BUILDING IMPROVEMENTS	2020-11-15	836	68	S/L	39.0000	21
BUILDING IMPROVEMENTS	2021-01-31	7,341	549	S/L	39.0000	188
BUILDING IMPROVEMENTS	2021-05-31	1,290	85	S/L	39.0000	34
BUILDING IMPROVEMENTS	2021-07-31	655	41	S/L	39.0000	16
BUILDING IMPROVEMENTS	2021-08-31	8,798	526	S/L	39.0000	226
BUILDING IMPROVEMENTS	2021-10-31	921	51	S/L	39.0000	24
BUILDING IMPROVEMENTS	2021-11-30	11,331	605	S/L	39.0000	291
BUILDING IMPROVEMENTS	2022-01-15	5,329	273	S/L	39.0000	137
BUILDING IMPROVEMENTS	2022-04-15	255	11	S/L	39.0000	7
BUILDING IMPROVEMENTS	2022-05-15	360	15	S/L	39.0000	10
BUILDING IMPROVEMENTS	2022-07-15	11,621	447	S/L	39.0000	298
BUILDING IMPROVEMENTS	2022-09-15	15,062	515	S/L	39.0000	386
BUILDING IMPROVEMENTS	2022-10-15	1,815	58	S/L	39.0000	47
BUILDING IMPROVEMENTS	2022-11-15	32,627	976	S/L	39.0000	837
BUILDING IMPROVEMENTS	2023-01-31	9,989	235	S/L	39.0000	256
BUILDING IMPROVEMENTS	2023-06-30	4,349	56	S/L	39.0000	111
BUILDING IMPROVEMENTS	2023-08-31	35,175	301	S/L	39.0000	902
BUILDING IMPROVEMENTS	2023-09-30	10,501	67	S/L	39.0000	270
BUILDING IMPROVMENTS	2023-11-30	58,896	126	S/L	39.0000	1,510
BUILDING IMPROVEMENTS	2023-12-30	9,775		S/L	39.0000	251
BUILDING IMPROVEMENTS	2023-03-31	455	9	S/L	39.0000	11
BUILDING IMPROVEMENTS	2024-01-31	55,989		S/L	39.0000	1,316
WALL/SIDEWALK PROJECT	2024-03-31	10,047		S/L	15.0000	502
WALL/SIDEWALK PROJECT	2024-04-30	45,935		S/L	15.0000	2,042
WALL/SIDEWALK PROJECT	2024-06-30	61,621		S/L	15.0000	2,054
WALL/SIDEWALK PROJECT	2024-01-31	3,833		S/L	15.0000	234
WALL/SIDEWALK PROJECT	2024-07-31	19,054		S/L	15.0000	529
WALL/SIDEWALK PROJECT	2024-09-30	50,581		S/L	15.0000	843
WALL/SIDEWALK PROJECT	2024-12-31	12,041		S/L	15.0000

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Name of Stock	End of Year Book Value	End of Year Fair Market Value
APPLE INC	5,458	309,269
MERCK & CO INC
ABBVIE INC	74,114	81,209
AIR PRODUCTS & CHEMICALS INC
ALPHABET INC	73,617	77,424
AMGEN INC	53,154	54,474
ANALOG DEVICES INC	31,378	31,656
ARCHER DANIELS MIDLAND
AT&T INC	51,055	51,483
BANK OF AMERICA	108,678	165,823
BANK OF NEW YORK MELLON	51,625	51,630
BLACKROCK INC	75,828	123,013
BROADCOM INC
CHENIERE ENERGY INC	35,987	45,123
CHEVRON CORP
CHUBB LTD	61,899	70,733
CME GROUP INC	67,196	76,636
COLGATE PALMOLIVE CO	74,343	88,728
CONSTELLATION ENERGY CORP	37,912	42,729
CORNING INC
CROWN CASTLE INC	10,563	10,347
DELL TECHNOLOGIES INC	51,634	54,393
EXXON MOBIL CORP	119,598	125,319
GOLDMAN SACHS GRP INC	126,568	175,222
HOME DEPOT INC	124,632	155,596
HONEYWELL INTL INC	162,766	191,781
ISHARES RUSSELL 1000 VALUE ETF	643,167	623,676
JOHNSON & JOHNSON	50,573	49,026
JP MORGAN CHASE & CO	118,102	204,473
M&T BANK CORP	70,572	76,708
MCDONALDS CORP	52,030	55,079
MEDTRONIC PLC
MICROSOFT CORP
NEXTERA ENERGY INC	57,136	67,245
NORTHROP GRUMMAN CP	62,628	67,108
PROCTER & GAMBLE	92,055	100,925
PROLOGIS INC	33,815	32,978
REPUBLIC SERVICES INC
SEMPRA	74,748	89,562
SHERWIN WILLIAMS COMPANY	89,014	119,995
SPDR BLOOMBERG 1-3 MONTH T-BILL	17,576	17,555
STARBUCKS CORP WASHINGTON	43,829	52,104
T-MOBILE US INC	56,843	89,837
THE CIGNA GROUP
UNITED HEALTH GP INC	72,510	73,855
VERIZON COMMUNICATIONS
VISA INC
WALMART INC
ISHARES RUSSELL 1000 VALUE
SPDR BLOOMBERG 1-3 MONTH T-BILL

- TIN:

TY 2024 LandEtcSchedule2

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS	3,267,342	1,445,575	1,821,767	1,821,767
LAND	22,188		22,188	22,188

- TIN:

TY 2024 LoansFromOfficersSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Item No.	1
Lender's Name	ELIZABETH GONZALEZ
Lender's Title
Original Amount of Loan	120000
Balance Due	80000
Date of Note	2002-09
Maturity Date	2006-12
Repayment Terms
Interest Rate
Security Provided by Borrower
Purpose of Loan
Description of Lender Consideration
Consideration FMV

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	32,252

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
CLEANING	15,248		15,248
INSURANCE	8,881		8,881
MANAGEMENT FEES	25,051	25,051
OFFICE SUPPLIES	182		182
REPAIRS & MAINTENANCE	9,338		9,338
TELEPHONE	489		489
TRASH/SNOW REMOVAL/LAWN	38,233		38,233
UTILITIES	12,563		12,563

- TIN:

TY 2024 TaxesSchedule

Name:

THE FAIRVIEW CHARITABLE TRUST

EIN:

25-6612026

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	389			389
FEDERAL TAX	2,000	2,000