Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM A MARCH EDUCATION FUND
 
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

23-6295283
B Telephone number (see instructions)

(412) 258-3051
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$2,079,237J 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) 178
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 33,379 33,197  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,877
b Gross sales price for all assets on line 6a 345,133
7 Capital gain net income (from Part IV, line 2)... 128,877
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........ 162,434 162,074  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,982 13,590   10,392
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
749 349   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
9,290     9,290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,021 13,939 0 19,682
25 Contributions, gifts, grants paid....... 50,919 50,919
26 Total expenses and disbursements. Add lines 24 and 25 84,940 13,939 0 70,601
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 77,494
b Net investment income (if negative, enter -0-) 148,135
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......... 45,999 79,074 79,074
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)....... 617,875 Click to see attachment
List of Attached Documents:
// Content
611,003 		1,289,845
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).......... 334,376 Click to see attachment
List of Attached Documents:
// Content
434,153 		436,962
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
321,149 		Click to see attachment
List of Attached Documents:
// Content
273,356 		Click to see attachment
List of Attached Documents:
// Content
273,356
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,319,399 1,397,586 2,079,237
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........ 1,319,399 1,397,586
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)..... 1,319,399 1,397,586
30 Total liabilities and net assets/fund balances (see instructions). 1,319,399 1,397,586
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
1,319,399
2
Enter amount from Part I, line 27a .....................
2
77,494
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,882
4
Add lines 1, 2, and 3 ..........................
4
1,398,775
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,189
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,397,586
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 23. ABBOTT LABORATORIES INC   2021-02-10 2024-01-10
b 19. ABBVIE INC   2020-02-12 2024-01-10
c 3. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-01-10
d 18. ALPHABET INC/CA-CL A   2023-10-03 2024-01-10
e 17. ALPHABET INC/CA-CL A   2021-02-22 2024-01-10
29. AMAZON COM INC   2023-08-25 2024-01-10
6. AMERICAN WATER WORKS CO INC   2016-02-05 2024-01-10
53. APPLE INC   2020-04-13 2024-01-10
6. BANK OF AMERICA CORP   2023-11-28 2024-01-10
29. BANK OF AMERICA CORP   2018-07-27 2024-01-10
3. BLACKROCK INC EXCH 10/02/2024   2020-12-23 2024-01-10
13. BLACKSTONE INC   2021-11-22 2024-01-10
21. BOSTON SCIENTIFIC CORP   2023-09-07 2024-01-10
4. CDW CORP/DE   2019-07-12 2024-01-10
36. CSX CORP   2023-07-07 2024-01-10
2. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-01-10
3. CELANESE CORP   2023-04-14 2024-01-10
10. CHEVRON CORPORATION   2022-03-03 2024-01-10
3. CINTAS CORP   2019-04-29 2024-01-10
31. COMCAST CORPORATION CL A   2021-11-05 2024-01-10
3. COSTCO WHOLESALE CORP   2018-07-27 2024-01-10
3. DEERE & CO   2021-01-13 2024-01-10
14. EXXON MOBIL CORP   2021-02-19 2024-01-10
12. META PLATFORMS INC   2023-10-03 2024-01-10
35. FOX CORP - CLASS A - W/I   2022-04-20 2024-01-10
8. HOME DEPOT INC   2021-08-26 2024-01-10
6. HONEYWELL INTL INC   2023-11-28 2024-01-10
4. ILLINOIS TOOL WORKS INC   2023-11-28 2024-01-10
30. INTERPUBLIC GROUP COMPANIES INC   2020-11-24 2024-01-10
11. JPMORGAN CHASE & CO   2007-07-17 2024-01-10
2. LAM RESEARCH CORP EXCH 10/03/2024   2020-01-17 2024-01-10
5. ELI LILLY & CO   2018-07-13 2024-01-10
7. MASTERCARD INC CL A   2021-11-22 2024-01-10
3. MCDONALD'S CORP   2022-11-22 2024-01-10
31. MERCK & CO INC   2022-05-11 2024-01-10
30. MICROSOFT CORP   2018-09-14 2024-01-10
11. MORGAN STANLEY   2020-01-27 2024-01-10
8. PEPSICO INC   2023-09-06 2024-01-10
14. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-01-10
10. PROCTER & GAMBLE CO   2022-12-06 2024-01-10
4. QUANTA SVCS INC   2020-09-03 2024-01-10
1. S&P GLOBAL INC   2016-05-20 2024-01-10
35. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-01-10
1. SERVICE NOW INC   2023-06-05 2024-01-10
6. STRYKER CORP   2021-07-29 2024-01-10
13. TJX COMPANIES INC NEW   2023-02-09 2024-01-10
1. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-06-02 2024-01-10
6. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-01-10
3. TELEDYNE TECHNOLOGIES INC   2019-11-08 2024-01-10
6. UNITEDHEALTH GROUP INC   2021-05-26 2024-01-10
8. VISA INC CLASS A SHARES   2021-05-25 2024-01-10
9. WEC ENERGY GROUP INC   2009-02-26 2024-01-10
5. ZOETIS INC   2021-12-17 2024-01-10
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-01-10
5. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-23 2024-01-10
5. CHUBB LTD SEDOL B3BQMF6   2023-05-17 2024-01-10
21. ABBVIE INC   2020-02-12 2024-01-25
39. AMERICAN WATER WORKS CO INC   2016-02-05 2024-01-25
37. MERCK & CO INC   2021-10-20 2024-01-25
4. MERCK & CO INC   2021-10-20 2024-01-25
2. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-23 2024-01-25
33. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-23 2024-01-25
36. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-26
13. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-29
21. ABBVIE INC   2020-02-12 2024-02-29
5. ELI LILLY & CO   2018-07-13 2024-02-29
28. MERCK & CO INC   2019-10-10 2024-02-29
57. ZOETIS INC   2021-12-17 2024-02-29
27. DEERE & CO   2021-01-13 2024-04-01
242. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2024-04-01
1. AUTOZONE INC   2018-10-11 2024-08-15
127. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
31. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
64. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
5. ELI LILLY & CO   2018-07-13 2024-08-15
25. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
24. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
100. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-23
98. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-09-23
120. CSX CORP   2024-04-01 2024-10-29
160. CSX CORP   2023-07-07 2024-10-29
125. CSX CORP   2023-07-07 2024-10-29
69. CSX CORP   2023-11-28 2024-10-29
100. CSX CORP   2023-07-07 2024-10-29
24. CINTAS CORP   2019-04-29 2024-10-29
15. ALPHABET INC/CA-CL A   2015-11-02 2024-10-31
16. APPLE INC   2020-04-13 2024-10-31
13. EXXON MOBIL CORP   2021-02-19 2024-10-31
4. ABBOTT LABORATORIES INC   2021-02-10 2024-11-01
2. ABBVIE INC   2020-02-12 2024-11-01
7. AMAZON COM INC   2023-08-25 2024-11-01
3. APPLE INC   2008-11-24 2024-11-01
2. ATMOS ENERGY CORP   2024-01-30 2024-11-01
23. BANK OF AMERICA CORP   2023-11-28 2024-11-01
4. BLACKSTONE INC   2021-11-22 2024-11-01
9. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-01
2. CDW CORP/DE   2019-07-12 2024-11-01
2. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-11-01
3. CELANESE CORP   2023-04-14 2024-11-01
3. CHEVRON CORPORATION   2022-03-03 2024-11-01
1. CINTAS CORP   2019-04-29 2024-11-01
1. COSTCO WHOLESALE CORP   2018-07-27 2024-11-01
2. DISNEY WALT CO   2024-04-01 2024-11-01
1. EASTMAN CHEM CO   2024-09-26 2024-11-01
2. FOX CORP - CLASS A - W/I   2022-04-21 2024-11-01
1. HOME DEPOT INC   2021-08-26 2024-11-01
4. HONEYWELL INTL INC   2023-11-28 2024-11-01
2. ILLINOIS TOOL WORKS INC   2024-04-01 2024-11-01
6. JPMORGAN CHASE & CO   2007-07-17 2024-11-01
12. LAM RESEARCH CORP   2020-01-17 2024-11-01
1. ELI LILLY & CO   2018-07-13 2024-11-01
1. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-11-01
2. MASTERCARD INC CL A   2021-11-22 2024-11-01
1. MCDONALD'S CORP   2022-11-22 2024-11-01
3. MERCK & CO INC   2019-10-10 2024-11-01
6. MICROSOFT CORP   2018-11-02 2024-11-01
6. MORGAN STANLEY   2020-01-27 2024-11-01
1. MOTOROLA SOLUTIONS INC   2019-10-04 2024-11-01
3. NVIDIA CORP   2024-08-15 2024-11-01
4. PEPSICO INC   2023-09-06 2024-11-01
8. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-11-01
3. PROCTER & GAMBLE CO   2018-10-25 2024-11-01
3. QUANTA SVCS INC   2020-09-03 2024-11-01
1. RAYMOND JAMES FINANCIAL INC   2024-10-30 2024-11-01
1. S&P GLOBAL INC   2016-05-20 2024-11-01
2. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-11-01
1. STRYKER CORP   2021-07-29 2024-11-01
1. TJX COMPANIES INC NEW   2023-02-09 2024-11-01
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-06-02 2024-11-01
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2024-11-01
1. TRANSDIGM GROUP INC   2024-10-30 2024-11-01
2. UNITEDHEALTH GROUP INC   2021-05-26 2024-11-01
3. VISA INC CLASS A SHARES   2021-05-25 2024-11-01
3. WEC ENERGY GROUP INC   2009-02-26 2024-11-01
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-11-01
3. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-11-01
68. CELANESE CORP   2023-04-12 2024-11-06
6. CELANESE CORP   2023-04-12 2024-11-06
186. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-11-06
23. ABBVIE INC   2020-02-12 2024-11-22
57. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-22
27. BROADCOM INC   2019-02-08 2024-11-22
53. CDW CORP/DE   2019-07-11 2024-11-22
5. ELI LILLY & CO   2018-07-13 2024-11-22
11. STRYKER CORP   2019-08-08 2024-11-22
29. APPLE INC   2008-11-24 2024-11-25
17. MICROSOFT CORP   2018-11-02 2024-11-25
6. SERVICE NOW INC   2023-06-02 2024-11-25
35. TAIWAN SEMICONDUCTOR MTG CO ADR   2023-06-02 2024-11-25
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,619   2,885 -266
b 3,108   2,029 1,079
c 798   759 39
d 2,557   2,392 165
e 2,414   1,753 661
4,458   3,826 632
800   382 418
9,766   3,883 5,883
200   177 23
965   901 64
2,365   2,116 249
1,574   1,890 -316
1,245   1,143 102
878   462 416
1,243   1,206 37
523   463 60
445   335 110
1,447   1,554 -107
1,749   651 1,098
1,347   1,675 -328
2,014   659 1,355
1,178   907 271
1,379   732 647
4,455   3,636 819
1,070   1,381 -311
2,821   2,578 243
1,206   1,165 41
1,015   967 48
982   693 289
1,864   553 1,311
1,496   613 883
3,149   448 2,701
2,983   2,289 694
877   824 53
3,671   2,777 894
11,463   3,345 8,118
1,006   585 421
1,336   1,397 -61
1,316   1,442 -126
1,495   1,486 9
807   207 600
431   108 323
1,691   1,100 591
710   554 156
1,841   1,612 229
1,222   1,056 166
101   99 2
606   633 -27
1,321   1,027 294
3,225   2,479 746
2,109   1,830 279
769   186 583
988   1,172 -184
1,720   929 791
473   387 86
1,119   1,000 119
3,442   2,038 1,404
4,790   2,482 2,308
4,421   3,009 1,412
477   323 154
177   155 22
2,919   2,553 366
3,180   2,782 398
1,153   1,000 153
3,704   2,038 1,666
3,743   448 3,295
3,569   2,245 1,324
11,348   11,118 230
10,941   8,162 2,779
7,862   5,398 2,464
3,177   778 2,399
4,969   3,402 1,567
1,216   367 849
2,507   758 1,749
4,642   448 4,194
2,770   2,030 740
6,965   6,069 896
4,054   3,933 121
4,204   3,079 1,125
4,007   4,414 -407
5,343   5,362 -19
4,185   4,189 -4
2,317   2,211 106
3,357   3,351 6
5,008   1,302 3,706
2,610   624 1,986
3,632   1,077 2,555
1,530   680 850
476   502 -26
408   194 214
1,389   923 466
667   138 529
277   229 48
965   679 286
676   566 110
754   490 264
377   231 146
563   463 100
375   335 40
458   466 -8
205   54 151
877   220 657
191   243 -52
102   114 -12
84   79 5
392   322 70
834   776 58
526   535 -9
1,348   302 1,046
897   368 529
821   90 731
261   243 18
1,020   654 366
294   275 19
306   240 66
2,471   635 1,836
702   319 383
453   167 286
407   367 40
662   698 -36
1,050   824 226
497   267 230
909   155 754
145   149 -4
484   108 376
80   63 17
366   269 97
113   81 32
973   494 479
457   342 115
1,300   1,337 -37
1,137   826 311
874   686 188
286   58 228
692   348 344
839   599 240
6,276   7,488 -1,212
555   657 -102
7,890   5,843 2,047
4,029   2,232 1,797
5,131   3,103 2,028
4,435   735 3,700
9,468   6,097 3,371
3,744   448 3,296
4,233   2,645 1,588
6,710   104 6,606
7,080   1,799 5,281
6,365   3,296 3,069
6,464   3,460 3,004
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
      8,984
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       -266
b       1,079
c       39
d       165
e       661
      632
      418
      5,883
      23
      64
      249
      -316
      102
      416
      37
      60
      110
      -107
      1,098
      -328
      1,355
      271
      647
      819
      -311
      243
      41
      48
      289
      1,311
      883
      2,701
      694
      53
      894
      8,118
      421
      -61
      -126
      9
      600
      323
      591
      156
      229
      166
      2
      -27
      294
      746
      279
      583
      -184
      791
      86
      119
      1,404
      2,308
      1,412
      154
      22
      366
      398
      153
      1,666
      3,295
      1,324
      230
      2,779
      2,464
      2,399
      1,567
      849
      1,749
      4,194
      740
      896
      121
      1,125
      -407
      -19
      -4
      106
      6
      3,706
      1,986
      2,555
      850
      -26
      214
      466
      529
      48
      286
      110
      264
      146
      100
      40
      -8
      151
      657
      -52
      -12
      5
      70
      58
      -9
      1,046
      529
      731
      18
      366
      19
      66
      1,836
      383
      286
      40
      -36
      226
      230
      754
      -4
      376
      17
      97
      32
      479
      115
      -37
      311
      188
      228
      344
      240
      -1,212
      -102
      2,047
      1,797
      2,028
      3,700
      3,371
      3,296
      1,588
      6,606
      5,281
      3,069
      3,004
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 128,877
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 2,059
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 2,059
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 2,059
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 460
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.............. 7 460
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,599
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK N A Telephone no.right arrow (412) 258-3051

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)
Yes
 
(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
 
No
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
KAREN STOCKMAL CO-TRUSTEE
2 		7,994    
1235 WESTLAKES DR STE 320
BERWYN,PA19312
PNC BANK N A CO-TRUSTEE
3 		15,988    
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
1,711,187
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,711,187
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
1,711,187
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,668
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,685,519
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
84,276
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
84,276
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,059
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,059
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
82,217
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
82,217
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
82,217
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
70,601
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
70,601
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 82,217
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 50,922
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 70,601
a Applied to 2023, but not more than line 2a 50,922
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..... 19,679
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		62,538
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCHOLARSHIP AMERICA
C/O PNC BANK 500 FIRST AVE P7-PFS
PITTSBURGH,PA15219
(412) 258-3051
bThe form in which applications should be submitted and information and materials they should include:
_s://learnmore.scholarsapply.org/williammarchscholarship/
cAny submission deadlines:
_s://learnmore.scholarsapply.org/williammarchscholarship/
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
_s://learnmore.scholarsapply.org/williammarchscholarship/
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

Marc DiGregorio
c/o PNC Bank
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Grace Davis
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Savannah Zeaman
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Mohamed Salem
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Tali Simpkins
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Isabella Giardelli
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Joseph Souder
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Arielle Biran
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Samantha Rosinski
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Kaiden Sena
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629

Tyliah Evans
c/o PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
Pittsburgh,PA15219 		NONE I SCHOLARSHIP 4,629
Total .................................right arrow 3a 50,919
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 33,379  
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 ............ 		    18 128,877  
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) ..   162,256  
13Total. Add line 12, columns (b), (d), and (e)..................
13
162,256
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 5,116 17,357
437076102 HOME DEPOT INC 8,429 22,172
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 3,398 29,336
594918104 MICROSOFT CORP 13,920 99,896
617446448 MORGAN STANLEY 6,485 15,338
620076307 MOTOROLA SOLUTIONS I 5,297 14,791
742718109 PROCTER & GAMBLE CO 7,722 14,586
863667101 STRYKER CORP 6,729 11,162
874039100 TAIWAN SEMICONDUCTOR 5,786 12,837
879360105 TELEDYNE TECHNOLOGIE 6,163 8,354
74762E102 QUANTA SVCS INC 2,951 18,015
00287Y109 ABBVIE INC 6,141 12,617
02079K305 ALPHABET INC/CA-CL A 7,647 69,284
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 6,344 54,019
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 5,273 21,990
30303M102 META PLATFORMS INC 15,048 53,867
46625H100 JPMORGAN CHASE & CO 4,593 30,683
58933Y105 MERCK & CO INC 11,925 14,922
78409V104 S&P GLOBAL INC 3,464 15,937
91324P102 UNITEDHEALTH GROUP I 11,423 25,293
92826C839 VISA INC CLASS A SHA 3,964 21,175
92939U106 WEC ENERGY GROUP INC 1,513 7,523
G1151C101 ACCENTURE PLC CLASS 7,088 14,423
002824100 ABBOTT LABORATORIES 16,952 15,949
023135106 AMAZON COM INC 24,334 68,669
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 1,301 98,665
053332102 AUTOZONE INC 3,114 12,808
060505104 BANK OF AMERICA CORP 13,550 20,744
09260D107 BLACKSTONE INC 13,475 16,207
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 10,305 21,191
57636Q104 MASTERCARD INC CL A 16,021 25,802
718172109 PHILIP MORRIS INTERN 15,088 18,173
806857108 SCHLUMBERGER LTD SED    
98978V103 ZOETIS INC    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 11,188 10,428
35137L105 FOX CORP - CLASS A - 5,536 6,898
580135101 MCDONALD'S CORP 11,255 11,885
101137107 BOSTON SCIENTIFIC CO 9,440 15,631
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 10,508 15,323
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 14,730 17,845
452308109 ILLINOIS TOOL WORKS 17,336 17,749
713448108 PEPSICO INC 15,890 13,837
81762P102 SERVICE NOW INC 9,869 19,082
872540109 TJX COMPANIES INC NE 9,415 14,014
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 11,384 15,749
049560105 ATMOS ENERGY CORP 11,242 13,788
09290D101 BLACKROCK FUNDING IN 9,484 16,402
254687106 DISNEY WALT CO 11,634 10,690
277432100 EASTMAN CHEM CO 10,481 8,675
443510607 HUBBELL INC 12,919 14,242
512807306 LAM RESEARCH CORP 5,688 13,579
571903202 MARRIOTT INTERNATION 11,160 12,831
67066G104 NVIDIA CORP 89,197 88,363
754730109 RAYMOND JAMES FINANC 12,954 13,514
824348106 SHERWIN-WILLIAMS CO 12,889 11,558
893641100 TRANSDIGM GROUP INC 13,364 12,673
G54950103 NEW LINDE PLC SEDOL 12,881 11,304

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 120,000 116,877
09260B309 BLACKROCK CORE BOND AT COST 152,806 123,743
52106N459 LAZARD GLOBAL LISTED AT COST 29,996 33,445
74256W584 PRINCIPAL MIDCAP FUN AT COST 25,000 34,204
779556406 T ROWE PR MID CAP GR AT COST 17,336 35,089
00770X675 PZENA EMERG MKTS VAL AT COST 15,000 14,875
14949P208 CAUSEWAY CAP MGMT TR AT COST 35,000 35,810
46434V456 ISHARES MSCI INTL QU AT COST 25,015 27,951
89355J656 TRANSAMERICA SM CAP AT COST 7,000 7,022
89609H704 TRIBUTARY SMALL COMP AT COST 7,000 7,946

TY 2024 OtherAssetsSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX MARCH S/L I/A/O $10, 3,000 600 600
XXX-XX-XXXX MARCH S/L I/A/O $6,6 2,627 1,127 1,127
XXX-XX-XXXX MARCH S/L I/A/O $6,6 5,677 3,000 3,000
XXX-XX-XXXX MARCH S/L I/A/O $5,0 3,300 2,100 2,100
XXX-XX-XXXX MARCH S/L I/A/O $15, 13,500 11,300 11,300
XXX-XX-XXXX MARCH S/L I/A/O $5,0 5,000 5,000 5,000
XXX-XX-XXXX MARCH S/L I/A/O $27, 25,300 21,350 21,350
XXX-XX-XXXX MARCH S/L I/A/O $15, 12,475 10,075 10,075
XXX-XX-XXXX MARCH S/L I/A/O $15, 15,000 15,000 15,000
XXX-XX-XXXX MARCH SL I/A/O $15,0 15,000 13,400 13,400
XXX-XX-XXXX MARCH S/L I/A/O $20, 20,000 18,400 18,400
XXX-XX-XXXX MARCH S/L I/A/O $20, 20,000 17,800 17,800
XXX-XX-XXXX MARCH SL I/A/O $15,0 13,400 11,000 11,000
XXX-XX-XXXX MARCH S/L I/A/O $15, 11,200 8,800 8,800
XXX-XX-XXXX MARCH S/L I/A/O $5,0 5,000 5,000 5,000
XXX-XX-XXXX MARCH S/L I/A/O $5,0 4,850 3,050 3,050
XXX-XX-XXXX MARCH S/L I/A/O $20, 13,550 10,800 10,800
XXX-XX-XXXX MARCH S/L I/A/O $12, 12,500 12,500 12,500
XXX-XX-XXXX MARCH S/L I/A/O $15, 12,600 10,200 10,200
XXX-XX-XXXX MARCH S/L I/A/O $3,0 3,083 3,083 3,083
XXX-XX-XXXX MARCH S/L I/A/O $11, 6,600 4,200 4,200
XXX-XX-XXXX MARCH S/L I/A/O $17, 6,600 0 0
XXX-XX-XXXX MARCH S/L I/A/O $26, 24,408 24,408 24,408
XXX-XX-XXXX MARCH S/L I/A/O $26, 24,109 21,709 21,709
XXX-XX-XXXX MARCH S/L I/A/O $5,0 5,000 5,000 5,000
XXX-XX-XXXX MARCH S/L I/A/O $5,0 5,000 4,500 4,500
XXX-XX-XXXX MARCH S/L I/A/O $10, 10,000 9,000 9,000
XXX-XX-XXXX PROM NOTE MARCH S/L 18,400 16,000 16,000
XXX-XX-XXXX PROM NOTE I/A/O $10, 3,970 0 0
XXX-XX-XXXX JUDGMENT DATED 07/01   4,954 4,954


TY 2024 OtherDecreasesSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Description Amount
COST BASIS ADJUSTMENT/PY ROC 397
2024 TRANSACTION POSTED IN 2025 694
WASH SALES ADJUSTMENT 37
ROUNDING ADJ FOR SALES AND TRANSACTIONS 54
RETURN OF CAPITAL ADJUSTMENT 7


TY 2024 OtherExpensesSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 9,290 0   9,290


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Description Amount
2023 TRANSACTION POSTED IN 2024 596
STUDENT LOAN WRITE OFF 1,286


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

TY 2024 OtherNotesLoansRcvblLongSch
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX March SL IAO             0 %   STUDENT LOANS    
XXX-XX-XXXX Prom Note SL             0 %   STUDENT LOANS    
XXX-XX-XXXX Prom Note SL             0 %   STUDENT LOANS    
XXX-XX-XXXX Prom Note SL             0 %   STUDENT LOANS    

TY 2024 TaxesSchedule
Name:
WILLIAM A MARCH EDUCATION FUND
EIN:
23-6295283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 107 107   0
FEDERAL ESTIMATES - INCOME 400 0   0
FOREIGN TAXES ON QUALIFIED FOR 195 195   0
FOREIGN TAXES ON NONQUALIFIED 47 47   0