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
FLEISCHNER FAMILY CHARITABLE FOUNDATION
C/O JEFF MORRISON
Number and street (or P.O. box number if mail is not delivered to street address)6022 WEST CHESTER PIKE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON SQUARE, PA19073
A Employer identification number

47-1108283
B Telephone number (see instructions)

(412) 682-3512
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$24,786,870J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 461,572 461,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,503,098
b Gross sales price for all assets on line 6a 3,827,815
7 Capital gain net income (from Part IV, line 2)... 1,503,098
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........ 1,964,670 1,964,670  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,568 6,784   6,784
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,055 14,055   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
85,053 85,053   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,676 105,892   6,784
25 Contributions, gifts, grants paid....... 1,319,700 1,319,700
26 Total expenses and disbursements. Add lines 24 and 25 1,432,376 105,892   1,326,484
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 532,294
b Net investment income (if negative, enter -0-) 1,858,778
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 52,781 2,136,917 2,136,917
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,328,844 Click to see attachment
List of Attached Documents:
// Content
10,160,062 		17,555,121
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).......... 6,531,619 Click to see attachment
List of Attached Documents:
// Content
5,341,863 		5,094,832
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,913,244 17,638,842 24,786,870
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 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........... 16,913,244 17,638,842
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,913,244 17,638,842
30 Total liabilities and net assets/fund balances (see instructions). 16,913,244 17,638,842
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
16,913,244
2
Enter amount from Part I, line 27a .....................
2
532,294
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
193,304
4
Add lines 1, 2, and 3 ..........................
4
17,638,842
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,638,842
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PNC HAWTHORN     2024-12-31
b PNC HAWTHORN     2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,168   31,250 2,918
b 3,518,989   2,293,467 1,225,522
c 274,658     274,658
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,918
b       1,225,522
c       274,658
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,503,098
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 25,837
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 25,837
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 25,837
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 47,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,363
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,363 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNA
14
The books are in care ofright arrowLESLIE FLEISCHNER Telephone no.right arrow (412) 327-6170

Located atright arrowC/O 1800 BYBERRY RD SUITE 1100HUNTINGDON VALLEYPA ZIP+4right arrow19006
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID A FLEISCHNER TREASURER/ DIRECTOR
1.00 		0 0 0
105 AVON ROAD
HAVERFORD,PA19041
CHRISTOPHER C FLEISCHNER SECRETARY/ DIRECTOR
1.00 		0 0 0
1215 SQUIRREL HILL AVE
PITTSBURGH,PA15217
LESLIE A FLEISCHNER PRESIDENT/CHAIRMAN
1.00 		0 0 0
C/O 1800 BYBERRY RD SUITE 1100
HUNTINGDON VALLEY,PA19006
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 arrow0
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
19,536,888
b
Average of monthly cash balances.......................
1b
723,317
c
Fair market value of all other assets (see instructions)................
1c
4,724,789
d
Total (add lines 1a, b, and c).........................
1d
24,984,994
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
24,984,994
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
374,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,610,219
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,230,511
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,230,511
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,837
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,837
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,204,674
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,204,674
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,204,674
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,326,484
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,326,484
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,204,674
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 65,671
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,326,484
a Applied to 2023, but not more than line 2a 65,671
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,204,674
e Remaining amount distributed out of corpus 56,139
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 56,139
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		56,139
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.... 56,139
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABINGTON HEALTH FOUNDATION

1200 OLD YORK ROAD
ABINGTON,PA19001 		NONE PC IN SUPPORT OF THE ONGOING WORK BEING UNDERTAKEN AT THE ASPLUNDH CANCER PAVILION 10,000

ALMA LEWIS

6960 MEADE ST
PITTSBURGH,PA15208 		NONE PC $50K FOR TENTH ANNIVERSARY ARTISTS EXHIBITION AND $25K FOR PUBLICATION FOR THE ANNIVERSARY EXHIBITION 75,000

APERTURE

344 W 27TH ST
CHELSEA,NY10001 		NONE PC DESIGNATED TOWARDS THE ANNUAL FUND 2,500

ARIA412

5110 CARNEGIE ST
PITTSBURGH,PA15201 		NONE PC UNRESTRICTED PURPOSES 5,000

ART21 INC

231 WEST 29TH ST SUITE 706
NEW YORK,NY10001 		NONE PC THIRD AND FINAL INSTALLMENT OF FFCFS $225,000 COMMITMENT TO CAPACITY BUILDING EFFORTS 75,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		NONE PC BARNES FOUNDATION EXHIBITION FUND ($50,000) AND ONGOING SUPPORT FOR THE BARNES ART ADVENTURES PROGRAM ($25,000) 75,000

BLOOMFIELD GARFIELD CORP

113 N PACIFIC AVE
PITTSBURGH,PA15224 		NONE PC GENERAL OPERATING EXPENSES 10,000

BOSTON ART REVIEW

PO BOX 390003
CAMBRIDGE,MA02139 		NONE PC UNRESTRICTED PURPOSES 1,250

BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC

575 MADISON AVE
NEW YORK,NY10022 		NONE PC DOWNSIDE SCHOOL FOR UNRESTRICTED PURPOSES 10,000

BRYN MAWR HOSPITAL FOUNDATION

130 SOUTH BRYN MAWR AVE
BRYN MAWR,PA19010 		NONE PC UNRESTRICTED 25,000

CALIFORNIA INSTITUTE OF THE ARTS

24700 MCBEAN PARKWAY
VALENCIA,CA91355 		NONE PC CHARLES GAINES FELLOWSHIP FOR MFA ART STUDENTS 25,000

CARNEGIE MUSEUM OF ART

4700 5TH AVE SUITE 2
PITTSBURGH,PA15213 		NONE PC BOARD DUES FOR FINAL YEAR ON THE ADVISORY BOARD, ENDING IN DECEMBER 2024 5,000

CENTER CITY DISTRICT FOUNDATION

660 CHESTNUT ST
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 5,000

CHARITIES AID FOUNDATION

225 REINEKERS LN STE 375
ALEXANDRIA,VA22314 		NONE PC THIRD OF THREE INSTALLMENTS TOWARDS THE HUGH HAYDEN SCULPTURE ACQUISITION 16,700

CHILDREN'S CRISIS TREATMENT CENTER

1080 N DELAWARE AVE
PHILADELPHIA,PA19125 		NONE PC UNRESTRICTED 5,000

COMMUNITY COLLEGE OF ALLEGHANY COUNTY (CCAC) EDUCATIONAL FOUNDATION

102 BUERS HALL 808 RIDGE AVENUE
PITTSBURGH,PA15212 		NONE PC DESIGNATED TOWARDS THE PURCHASE OF PUBLIC ARTWORK FOR THE NEW CENTER OF EDUCATION, INNOVATION & TRAINING (THIRD OF 3 INSTALLMENTS TOWARDS THE PUBLIC ARTWORK) 10,000

DISCOVERY SPACE OF CENTRAL PENNSYLVANIA

1224 N ATHERTON STREET
STATE COLLEGE,PA16803 		NONE PC TO SUPPORT THE PRE-KINDERGARTEN PROGRAMS IN 2025, AND IF THERE IS ANY LEFTOVER, IT CAN BE USED FOR UNRESTRICTED FUNDS. 10,000

FOOD 21 - THE CELEBRATION HALL OF LARIMER PROJECT

1801 CENTRE AVE
PITTSBURGH,PA15219 		NONE PC SUPPORT THE CELEBRATION HALL OF LARIMER PROJECT 20,000

GROW PITTSBURGH

6587 HAMILTON AVE STE 2W
PITTSBURGH,PA15206 		NONE PC FOR THE BEGINNING OF THE CAPITAL CAMPAIGN 50,000

HEATHER'S WAY

2564 SKIPPACK PIKE
LANSDALE,PA19446 		NONE PC UNRESTRICTED 25,000

HIRSHHORN MUSEUM

1000 JEFFERSON DRIVE SW
WASHINGTON,DC20560 		NONE PC INTENDED USE IS TO ACQUIRE SHARIF BEYS SCULPTURE, SOUL COLLECTOR 63,000

HOPE ACADEMY OF MUSIC AND THE ARTS

116 S HIGHLAND AVE
PITTSBURGH,PA15206 		NONE PC UNRESTRICTED PURPOSES 1,750

INTERNATIONAL FUND FOR ANIMAL WELFARE

290 SUMMER STREET
YARMOUTH PORT,MA02675 		NONE PC FOR ANIMAL RESCUE - MARINE 10,000

ISLAND GROWN INITIATIVE LTD

PO BOX 622
VINEYARD HAVEN,MA02568 		NONE PC ISLAND FOOD PANTRY 25,000

LAUREL HOUSE

197 W MAIN ST
UNIONTOWN,PA15401 		NONE PC UNRESTRICTED 10,000

LIVING WALLS

621 N HIGHLAND AVENUE APT 9
ATLANTA,GA30306 		NONE PC UNRESTRICTED 25,000

MANNA

420 N 20TH ST
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 50,000

MARTHA'S VINEYARD COMMUNITY SERVICES

111 EDGARTOWN RD
OAK BLUFFS,MA02568 		NONE PC UNRESTRICTED 10,000

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND ROAD
VINEYARD HAVEN,MA02568 		NONE PC UNRESTRICTED 25,000

MARTHA'S VINEYARD SHELLFISH GROUP

220 WEAVER LN
VINEYARD HAVEN,MA02568 		NONE PC UNRESTRICTED 5,000

MURAL ARTS PHILADELPHIA

1727-29 MT VERNON ST
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 50,000

MUSEUMS MOVING FORWARD

1525 N ALVARADO ST UNIT 28048
LOS ANGELES,CA90028 		NONE PC SIGNIFIES INTENT TO JOIN MMFS VISION COUNCIL AS FOUNDING MEMBERS (1ST OF 3 INSTALLMENTS - 3-YEAR COMMITMENT) 10,000

MUSIZI UNIVERSITY FOUNDATION

348 BLYTHE RD
LA CANADA FLINTRIDGE,CA91011 		NONE PC GOING TOWARDS CAPACITY BUILDING 10,000

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE PC TO CONTINUE THE MULTI-YEAR COMMITMENT AT THE FOUNDER LEVEL; THIS REPRESENTS THE THIRD YEAR 25,000

NEIGHBORHOOD ACADEMY

709 N AIKEN AVE
PITTSBURGH,PA15206 		NONE PC $500 PER STUDENT (TOTAL 18 STUDENTS) FOR EACH SPRING 2024 GRADUATE, AND $500 PER STUDENT (TOTAL 20 STUDENTS) FOR EACH TNA 2023 ALUM WHO IS CURRENTLY ENROLLED IN COLLEGE OR TECHNICAL SCHOOL (FULL-TIME OR PART-TIME) 20,000

NORMAN LEVENTHAL MAP & EDUCATION CENTER

700 BOYLSTON ST
BOSTON,MA02116 		NONE PC DIGITAL EXHIBITIONS OR OVERHEAD EXPENSES 750

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,PA02115 		NONE PC UNDERWRITING A 25-WEEK CO-OP POSITION STARTING IN JANUARY 2025 20,000

OPEN FIELD

6014 PENN AVE
PITTSBURGH,PA15206 		NONE PC GENERAL OPERATING COSTS 5,000

PENLAND SCHOOL OF CRAFT

67 DORAS TRL
BAKERSVILLE,NC28705 		NONE PC 3RD AND FINAL INSTALLMENT OF THE $30K COMMITMENT. THIS INSTALLMENT SUPPORTS THE HBCU SUMMER SCHOLARSHIPS FOR 2026 AND GENERAL OPERATING COSTS 10,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST
PHILADELPHIA,PA19103 		NONE PC WORKFORCE DEVELOPMENT SUPPORT $30K FOR YEAR 2 OF A 3-YR PLEDGE. PUBLIC GARDENS AND LANDSCAPES - $15K FOR YEAR 2 OF A 3-YR YEAR PLEDGE. FLOWER SHOW GIVING CIRCLE - $10K FOR YEAR 2 OF A 3-YR PLEDGE 55,000

PILGRIM PLACE

625 MAYFLOWER RD
CLAREMONT,CA91711 		NONE PC IN MEMORY OF EVA FLEISCHNER 25,000

PITTSBURGH BALLET THEATRE

2900 LIBERTY AVE
PITTSBURGH,PA15201 		NONE PC $5K TO COVER DAWNS ANNUAL BOARD COMMITMENT AND $20K TO UNDERWRITE THE GALA ON NOVEMBER 2, 2024 25,000

PITTSBURGH BOTANIC GARDEN

799 PINKERTON RUN ROAD
PITTSBURGH,PA15071 		NONE PC ANNUAL FUND 500

PITTSBURGH PARKS CONSERVANCY

317 EAST CARSON ST WEST TOWER SUITE
230
PITTSBURGH,PA15219 		NONE PC OUTDOOR SENSORY CLASSROOM AT THE FRICK ENVIRONMENTAL CENTER (2ND HALF OF $40K COMMITMENT) 20,000

PITTSBURGH SYMPHONY INC

HEINZ HALL 600 PENN AVENUE
PITTSBURGH,PA15222 		NONE PC SUPPORT THE ANNUAL GALA ON SEPTEMBER 21, 2024 25,000

PITTSBURGH TOMORROW

C/O 1140 FOX CHAPEL ROAD
PITTSBURGH,PA15238 		NONE PC FIRST INSTALLMENT OF 3 (3-YEAR COMMITMENT) 7,000

PITTSBURGH ZOO AND AQUARIUM

ONE WILD PLACE
PITTSBURGH,PA15206 		NONE PC UNRESTRICTED PURPOSES 1,500

PROMISE KEEPERS

PO BOX 63570
COLORADO SPRINGS,CO80908 		NONE PC THIRD AND FINAL INSTALLMENT OF OUR $100,000 COMMITMENT AND SHOULD BE DESIGNATED TOWARDS THE KEEPERS OF THE PROMISE GOAL 40,000

PROPEL SCHOOLS FOUNDATION

3447 E CARSON ST
PITTSBURGH,PA15203 		NONE PC DESIGNATED TOWARDS SUPPORTING THE STUDENT-ARTIST COMPETITION TRIP TO HERSHEY, PA. 5,000

PROTECT OUR WINTERS

1919 14TH ST 700
BOULDER,CO80302 		NONE PC UNRESTRICTED 10,000

SETON HALL UNIVERSITY

1 SETON HILL DRIVE
GREENSBURG,PA15601 		NONE PC FOR THE ANNUAL FUND 10,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVE
VINEYARD HAVEN,MA02568 		NONE PC UNRESTRICTED 10,000

SQUASH AND EDUCATION ALLIANCE

55 BROAD ST 14TH FLOOR
NEW YORK,NY10004 		NONE PC UNRESTRICTED 10,000

SQUASHSMARTS

3890 N 10TH ST
PHILADELPHIA,PA19140 		NONE PC UNRESTRICTED 10,000

ST PAUL'S SCHOOL

325 PLEASANT ST
CONCORD,NH03301 		NONE PC DESIGNATED TOWARDS THE ANNUAL FUND 10,000

ST EDMUND'S ACADEMY

5705 DARLINGTON RD
PITTSBURGH,PA15217 		NONE PC SEA FUND AND IS UNRESTRICTED 20,000

STEEL CITY ROWING CORP

101 ARCH ST
VERONA,PA15147 		NONE PC DESIGNATED TOWARDS THE ANNUAL FUND 10,000

STEEL CITY ROWING CORP

101 ARCH ST
VERONA,PA15147 		NONE PC UNRESTRICTED PURPOSES 12,000

THE COBBS CREEK FOUNDATION

300 CONSHOHOCKEN STATE ROAD SUITE
405
CONSHOHOCKEN,PA19428 		NONE PC FOR IMPACT AT COBBS CREEK 10,000

THE ELLIS SCHOOL

6425 FIFTH AVE
PITTSBURGH,PA15206 		NONE PC ELLIS FUND 5,000

THE HELIOTROPE FOUNDATION

20 JAY ST STE M07
BROOKLYN,NY11201 		NONE PC UNRESTRICTED 10,000

THE LENFEST INSTITUTE FOR JOURNALISM

801 MARKET ST SUITE 300
PHILADELPHIA,PA19130 		NONE PC SUPPORT OF THE PHILADELPHIA INQUIRER 25,000

THE MATTRESS FACTORY

500 SAMPSONIA WAY
PITTSBURGH,PA15212 		NONE PC MATTRESS FACTORY GARDEN PARTY ON JUNE 7, 2024 2,500

THE TRUSTEES OF RESERVATIONS

200 HIGH ST
BOSTON,MA02110 		NONE PC FOR ONGOING SUPPORT OF THE MARTHAS VINEYARD FUND 25,000

THIRD SECTOR NEW ENGLAND INC

89 SOUTH ST STE 700
BOSTON,MA02111 		NONE PC UNRESTRICTED PURPOSES 2,500

TILT INSTITUTE FOR THE CONTEMPORARY IMAGE

1400 N AMERICAN ST BSMT 103
PHILADELPHIA,PA19122 		NONE PC UNRESTRICTED 30,000

US SQUASH RACQUETS ASSOCIATION

25 N 33RD ST
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 25,000

VAIL HEALTH FOUNDATION

322 BEARD CREED RD
EDWARDS,CO81632 		NONE PC UNRESTRICTED 5,000

VAIL VALLEY FOUNDATION

90 W BENCHMARK RD
AVON,CO81620 		NONE PC UNRESTRICTED 6,000

WEST TISBURY LIBRARY FOUNDATION

PO BOX 1238
WEST TISBURY,MA02575 		NONE PC TO SUPPORT ONGOING GROWTH OF THE ENDOWMENT FUND. THIS IS THE SECOND YEAR OF THE CURRENT THREE YEAR PLEDGE. 10,000

WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH

PO BOX 9024
PITTSBURGH,PA15224 		NONE PC UNRESTRICTED PURPOSES 2,500

WOODS-MARCHAND FOUNDATION

PO BOX 185
PITTSBURGH,PA15230 		NONE PC DESIGNATED TOWARDS THE ANNUAL FUND 5,000

WQED

4802 5TH AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING FUNDS 2,500

WQED

4802 5TH AVE
PITTSBURGH,PA15213 		NONE PC GENERAL OPERATING FUNDS 1,750

YEAH PHILLY

5928 LOCUST STREET
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 10,000
Total .................................right arrow 3a 1,319,700
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 461,572  
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 1,503,098  
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) .. 0 1,964,670 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,964,670
(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 AccountingFeesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,568 6,784   6,784

TY 2024 InvestmentsCorpStockSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CLASS A 77,248 659,711
AMAZON.COM INC 35,990 618,680
BARON DISCOVERY FUND INST. SH. 291,387 353,175
BNY MELLON INTERNATIONAL STOCK 1,230,915 1,479,115
BROOKFIELD GLOBAL LISTED INFRA 496,825 530,566
COHEN & STEERS INSTITUTIONAL 796,296 868,796
ECOLAB INC 17,408 93,728
GENERAL DYNAMICS CORP 4,396 79,047
GRANDEUR PEAK GLOBAL OPP-INST 106,363 96,880
GRANDEUR PEAK US STALWARTS 347,597 343,294
GREENBRIAR COMPANIES 46,522 91,180
IDEXX LABS INC 1,846 213,335
ISHARES CORE S&P 500 1,326,663 3,487,340
ISHARES CORE S&P MIDCAP 1,127,259 2,214,435
ISHARES CORE S&P SMALLCAP 154,306 314,551
ISHARES MSCI EAFE INDEX FUND 356,165 466,892
ISHARES RUSSELL 2000 273,050 723,644
KOPERNIK GLOBAL ALL CAP FUND I 339,923 468,903
MCDONALDS CORP 26,334 130,451
NOVARTIS AG - ADR 28,805 68,117
SEAFARER OVERSEAS GROWTH 380,119 369,199
SEI INVESTMENT CO 2,107 101,450
SPDR S&P DIVIDEND ETF 123,158 310,963
TEXAS INSTRUMENTS 1,082 90,005
TOUCHSTONE SANDS 207,112 259,105
VANGAURD HIGH DIV YIELD 108,885 323,568
VANGUARD INFORMATION TECH ETF 196,964 363,753
WASATCH SMALL CAP VALUE-INS 346,552 361,393
WCM FOCUSED INTL GROWTH 1,385,121 1,743,637
DIMENSIONAL US SMALL CAP VAL 323,664 330,208

TY 2024 InvestmentsOtherSchedule2
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY BOND 3.125% AT COST 179,382 172,314
CACHE CNTY UT SCH DIST 3.00 AT COST 220,272 196,340
CALIFORNIA ST 3.5% AT COST 100,000 97,061
FEDERAL FARM CREDIT BANK .85 AT COST 199,800 194,354
FEDERAL FARM CREDIT BANK 1.15 AT COST 185,000 171,441
INTERNATIONAL BUSINESS MACHS D AT COST 60,760 51,895
JANUS HENDERSON OVERSEAS AT COST 799,773 904,790
JOHNSON & JOHNSON .550 AT COST 99,398 97,504
MASSACHUSETTS ST 1.870 AT COST 196,482 156,390
MISSISSIPPI ST .715 AT COST 198,548 194,348
MORGAN STANLEY BANK 1.50 AT COST 180,878 173,576
OKLAHOMA CITY OK TXBL 3.25% AT COST 126,293 124,773
OREGON ST 1.053 AT COST 100,000 94,918
PENNSYLVANIA ST TURNPIKE COMM AT COST 199,370 195,536
PLACENTIA-YORBA LINDA CA 1.350 AT COST 100,000 92,409
PROCTOR & GAMBLE UNSC 2.45% AT COST 173,249 169,241
TREDYFFRIN-EASTTOWN PA 1.960 AT COST 150,000 135,819
TROY MI CITY SCH DIST 1.357 AT COST 100,000 93,198
UNIV OF MINNESOTA MN SER B AT COST 115,465 119,801
UPPER OCCOQUAN VA SEWAGE AUTH AT COST 97,614 99,274
USA TREASURY NOTES .625 AT COST 148,577 152,912
VANGUARD INT TERM AT COST 501,050 445,576
VANGUARD INTERMEDIATE-TERM COR AT COST 224,964 192,247
VANGUARD MORTGAGE-BACKED SECUR AT COST 245,865 210,106
VIRGINIA ST CLG BLDG AUT EDUC AT COST 95,576 98,513
WAL-MART SOTES INC SR NTS 3.25 AT COST 227,004 195,414
NATIXIS LOOMIS SAY C/P BND-Y AT COST 316,543 265,082

TY 2024 OtherExpensesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT EXPENSES 85,053 85,053   0


TY 2024 OtherIncreasesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Description Amount
DIFFERENCE IN COST OF DONATED SECURITIES 193,304


TY 2024 TaxesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 10,272 10,272   0
FEDERAL TAXES PAID 3,783 3,783   0