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
GLADYS K SCHULTISE CHARITABLE TR
 
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

46-5337058
B Telephone number (see instructions)

(412) 807-5594
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$859,983J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,220 22,150  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,588
b Gross sales price for all assets on line 6a 165,272
7 Capital gain net income (from Part IV, line 2)... 44,588
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........ 66,808 66,738  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,046 9,637   2,409
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
495 275   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,541 9,912 0 2,409
25 Contributions, gifts, grants paid....... 33,406 33,406
26 Total expenses and disbursements. Add lines 24 and 25 45,947 9,912 0 35,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,861
b Net investment income (if negative, enter -0-) 56,826
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............. -11 -10 -10
2 Savings and temporary cash investments......... 25,041 33,677 33,677
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)....... 104,940 Click to see attachment
List of Attached Documents:
// Content
109,868 		229,902
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).......... 566,661 Click to see attachment
List of Attached Documents:
// Content
575,737 		596,414
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) 696,631 719,272 859,983
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........ 696,631 719,272
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)..... 696,631 719,272
30 Total liabilities and net assets/fund balances (see instructions). 696,631 719,272
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
696,631
2
Enter amount from Part I, line 27a .....................
2
20,861
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,542
4
Add lines 1, 2, and 3 ..........................
4
720,034
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
762
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
719,272
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 508.989 BAIRD MIDCAP INST   2017-06-06 2024-01-23
b 121. ISHARES CORE S&P SMALL CAP ETF   2020-04-27 2024-01-23
c 1004.222 NUANCE MID CAP VALUE-Z   2022-02-28 2024-01-23
d 434.702 PRINCIPAL MIDCAP FUND-R6   2020-08-26 2024-01-23
e 415.928 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-02-28 2024-01-23
5. ABBVIE INC   2020-02-12 2024-01-25
7. AMERICAN WATER WORKS CO INC   2017-06-06 2024-01-25
8. MERCK & CO INC   2020-09-24 2024-01-25
15. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-25
4. ABBVIE INC   2020-02-12 2024-02-29
1. ELI LILLY & CO   2018-07-13 2024-02-29
5. MERCK & CO INC   2020-09-24 2024-02-29
11. ZOETIS INC   2021-12-17 2024-02-29
5. DEERE & CO   2021-01-13 2024-04-01
46. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2024-04-01
41. COMCAST CORPORATION CL A   2012-09-12 2024-08-15
1. ELI LILLY & CO   2018-07-13 2024-08-15
5. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
154.686 WASATCH INTL OPPORTUNIT-INST   2023-09-25 2024-08-20
3363.897 WASATCH INTL OPPORTUNIT-INST   2017-06-06 2024-08-20
4. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
20. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-23
17. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-09-23
2. ABBOTT LABORATORIES INC   2021-02-10 2024-09-25
2. ALPHABET INC/CA-CL A   2017-06-06 2024-09-25
2. AMAZON COM INC   2018-05-04 2024-09-25
5. APPLE INC   2012-11-23 2024-09-25
1. ATMOS ENERGY CORP   2024-01-25 2024-09-25
3. BANK OF AMERICA CORP   2023-11-28 2024-09-25
2. BLACKSTONE INC   2021-11-22 2024-09-25
2. BOSTON SCIENTIFIC CORP   2023-09-06 2024-09-25
2. CSX CORP   2024-04-01 2024-09-25
1. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-09-25
1. CHEVRON CORPORATION   2022-03-03 2024-09-25
3. CINTAS CORP   2019-04-24 2024-09-25
1. EXXON MOBIL CORP   2021-02-19 2024-09-25
1. META PLATFORMS INC   2023-10-03 2024-09-25
1. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-25
1. ILLINOIS TOOL WORKS INC   2024-04-01 2024-09-25
1. ISHARES CORE S&P 500 ETF   2020-04-27 2024-09-25
1. JPMORGAN CHASE & CO   2012-09-12 2024-09-25
1. LAM RESEARCH CORP EXCH 10/03/2024   2020-03-05 2024-09-25
1. MASTERCARD INC CL A   2021-11-22 2024-09-25
1. MERCK & CO INC   2022-02-28 2024-09-25
1. MICROSOFT CORP   2018-07-02 2024-09-25
1. MORGAN STANLEY   2020-01-27 2024-09-25
2. NVIDIA CORP   2024-08-15 2024-09-25
2. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-09-25
1. PROCTER & GAMBLE CO   2022-12-06 2024-09-25
1. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-09-25
1. SERVICE NOW INC   2023-06-02 2024-09-25
1. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-09-25
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2024-09-25
1. UNITEDHEALTH GROUP INC   2021-07-29 2024-09-25
1. VISA INC CLASS A SHARES   2013-02-26 2024-09-25
1. WEC ENERGY GROUP INC   2012-11-23 2024-09-25
4. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-25 2024-09-25
1. ABBOTT LABORATORIES INC   2021-02-10 2024-10-17
1. ABBVIE INC   2020-02-12 2024-10-17
3. ALPHABET INC/CA-CL A   2017-06-06 2024-10-17
3. AMAZON COM INC   2018-05-04 2024-10-17
5. APPLE INC   2012-11-23 2024-10-17
1. ATMOS ENERGY CORP   2024-01-25 2024-10-17
4. BANK OF AMERICA CORP   2023-11-28 2024-10-17
2. BOSTON SCIENTIFIC CORP   2023-09-06 2024-10-17
1. BROADCOM INC   2019-02-08 2024-10-17
1. CDW CORP/DE   2019-07-12 2024-10-17
6. CSX CORP   2024-04-01 2024-10-17
1. CELANESE CORP   2023-04-12 2024-10-17
1. CINTAS CORP   2019-04-24 2024-10-17
1. COSTCO WHOLESALE CORP   2018-07-27 2024-10-17
1. DISNEY WALT CO   2024-04-01 2024-10-17
1. EASTMAN CHEM CO   2024-09-23 2024-10-17
2. EXXON MOBIL CORP   2021-02-19 2024-10-17
1. META PLATFORMS INC   2023-10-03 2024-10-17
1. FOX CORP - CLASS A - W/I   2022-04-20 2024-10-17
1. HOME DEPOT INC   2021-04-07 2024-10-17
1. HONEYWELL INTL INC   2023-11-28 2024-10-17
1. ILLINOIS TOOL WORKS INC   2024-04-01 2024-10-17
4. ISHARES CORE S&P 500 ETF   2020-04-27 2024-10-17
4. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-25 2024-10-17
1. JPMORGAN CHASE & CO   2012-09-12 2024-10-17
1. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-10-17
1. MCDONALD'S CORP   2022-11-22 2024-10-17
2. MERCK & CO INC   2022-02-28 2024-10-17
3. MICROSOFT CORP   2018-07-02 2024-10-17
1. MORGAN STANLEY   2020-01-27 2024-10-17
1. NVIDIA CORP   2024-08-15 2024-10-17
1. PEPSICO INC   2023-09-06 2024-10-17
1. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-10-17
1. PROCTER & GAMBLE CO   2018-10-25 2024-10-17
1. QUANTA SVCS INC   2020-09-01 2024-10-17
1. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-10-17
1. STRYKER CORP   2019-08-08 2024-10-17
2. TJX COMPANIES INC NEW   2023-02-09 2024-10-17
1. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-10-17
1. WEC ENERGY GROUP INC   2012-11-23 2024-10-17
17. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-25 2024-10-17
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-10-17
1. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-10-17
29. CSX CORP   2023-11-28 2024-10-29
71. CSX CORP   2023-07-07 2024-10-29
3. CINTAS CORP   2019-04-24 2024-10-29
13. CELANESE CORP   2023-04-12 2024-11-06
33. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-11-06
200. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-25 2024-11-19
4. ABBVIE INC   2020-02-12 2024-11-22
10. BOSTON SCIENTIFIC CORP   2023-09-06 2024-11-22
8. BROADCOM INC   2019-02-08 2024-11-22
9. CDW CORP/DE   2019-07-11 2024-11-22
1. ELI LILLY & CO   2018-07-13 2024-11-22
1. STRYKER CORP   2019-08-08 2024-11-22
5. APPLE INC   2012-11-23 2024-11-25
3. MICROSOFT CORP   2018-07-02 2024-11-25
1. SERVICE NOW INC   2023-06-02 2024-11-25
6. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 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 12,475   9,345 3,130
b 12,877   7,342 5,535
c 12,432   13,728 -1,296
d 16,879   14,110 2,769
e 12,124   13,372 -1,248
823   483 340
857   553 304
955   627 328
1,337   1,155 182
711   387 324
751   89 662
640   392 248
2,197   2,142 55
2,028   1,515 513
1,492   983 509
1,602   890 712
928   89 839
552   407 145
500   428 72
10,865   11,043 -178
1,160   1,016 144
808   782 26
732   537 195
225   252 -27
324   101 223
385   211 174
1,121   101 1,020
136   112 24
118   88 30
305   285 20
166   106 60
67   74 -7
269   232 37
144   153 -9
624   161 463
115   52 63
576   305 271
42   39 3
259   268 -9
572   287 285
210   40 170
803   305 498
486   338 148
115   75 40
431   99 332
102   53 49
246   241 5
243   207 36
173   149 24
42   32 10
891   550 341
182   106 76
432   342 90
576   410 166
270   39 231
95   36 59
329   257 72
117   126 -9
189   97 92
490   151 339
563   237 326
1,159   101 1,058
143   112 31
171   118 53
174   106 68
184   27 157
221   116 105
200   221 -21
134   110 24
213   54 159
884   220 664
96   122 -26
108   108  
240   105 135
577   305 272
42   39 3
415   314 101
219   193 26
259   268 -9
2,341   1,147 1,194
371   300 71
225   40 185
264   243 21
314   275 39
220   151 69
1,249   297 952
119   53 66
139   120 19
174   174  
120   103 17
172   89 83
315   52 263
44   32 12
360   217 143
235   163 72
209   106 103
99   36 63
1,438   1,091 347
373   171 202
300   200 100
963   1,008 -45
2,357   2,378 -21
624   161 463
1,204   1,424 -220
1,399   1,042 357
18,201   14,779 3,422
700   387 313
913   530 383
1,314   217 1,097
1,616   1,037 579
756   89 667
385   217 168
1,165   101 1,064
1,260   297 963
1,064   550 514
1,124   636 488
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      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
      7,549
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       3,130
b       5,535
c       -1,296
d       2,769
e       -1,248
      340
      304
      328
      182
      324
      662
      248
      55
      513
      509
      712
      839
      145
      72
      -178
      144
      26
      195
      -27
      223
      174
      1,020
      24
      30
      20
      60
      -7
      37
      -9
      463
      63
      271
      3
      -9
      285
      170
      498
      148
      40
      332
      49
      5
      36
      24
      10
      341
      76
      90
      166
      231
      59
      72
      -9
      92
      339
      326
      1,058
      31
      53
      68
      157
      105
      -21
      24
      159
      664
      -26
       
      135
      272
      3
      101
      26
      -9
      1,194
      71
      185
      21
      39
      69
      952
      66
      19
       
      17
      83
      263
      12
      143
      72
      103
      63
      347
      202
      100
      -45
      -21
      463
      -220
      357
      3,422
      313
      383
      1,097
      579
      667
      168
      1,064
      963
      514
      488
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 44,588
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) 1 790
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........................... 3 790
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- ..... 5 790
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 178
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.............. 7 178
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 9 612
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 NA Telephone no.right arrow (412) 807-5594

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
3 		12,046    
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
861,717
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
861,717
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
861,717
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,926
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
848,791
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
42,440
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
42,440
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
790
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
790
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
41,650
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
41,650
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
41,650
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
35,815
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
35,815
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 41,650
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 33,407
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$ 35,815
a Applied to 2023, but not more than line 2a 33,407
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..... 2,408
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 .......... 		39,242
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 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

SALVATION ARMY

440 W NYACK RD
WEST NYACK,NY109941739 		NONE PC GENERAL SUPPORT 8,352

WESTERN PA SCHOOL FOR BLIND

349 MAIN STREET
PITTSBURGH,PA152131458 		NONE PC GENERAL SUPPORT 6,681

BIDWELL ST UNITED PRESBY CHURCH

1025 LIVERPOOL STREET
PITTSBURGH,PA152331338 		NONE PC GENERAL SUPPORT 10,022

BLIND & VISION REHAB SVCS PGH

1816 LOCUST ST
PITTSBURGH,PA152195920 		NONE PC GENERAL SUPPORT 6,681

THE BROTHER'S BROTHER FOUNDATION

1200 GALVESTON AVENUE
PITTSBURGH,PA152331604 		NONE PC GENERAL SUPPORT 1,670
Total .................................right arrow 3a 33,406
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 22,220  
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 44,588  
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) ..   66,808  
13Total. Add line 12, columns (b), (d), and (e)..................
13
66,808
(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:
GLADYS K SCHULTISE CHARITABLE TR
EIN:
46-5337058
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 913 3,106
437076102 HOME DEPOT INC 826 3,890
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 626 5,404
594918104 MICROSOFT CORP 1,988 17,703
617446448 MORGAN STANLEY 1,174 2,766
620076307 MOTOROLA SOLUTIONS I 997 2,773
742718109 PROCTER & GAMBLE CO 1,328 2,515
863667101 STRYKER CORP 1,304 2,160
874039100 TAIWAN SEMICONDUCTOR 1,232 2,370
879360105 TELEDYNE TECHNOLOGIE 1,025 1,392
74762E102 QUANTA SVCS INC 521 3,161
00287Y109 ABBVIE INC 1,056 2,310
02079K305 ALPHABET INC/CA-CL A 3,323 12,494
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 1,112 9,505
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 881 3,665
30303M102 META PLATFORMS INC 2,855 9,368
46625H100 JPMORGAN CHASE & CO 918 5,513
58933Y105 MERCK & CO INC 1,876 2,586
78409V104 S&P GLOBAL INC 864 2,988
91324P102 UNITEDHEALTH GROUP I 1,191 4,553
92826C839 VISA INC CLASS A SHA 471 3,792
92939U106 WEC ENERGY GROUP INC 507 1,317
G1151C101 ACCENTURE PLC CLASS 1,200 2,463
002824100 ABBOTT LABORATORIES 2,983 2,828
023135106 AMAZON COM INC 4,100 12,066
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 1,420 17,529
053332102 AUTOZONE INC 789 3,202
060505104 BANK OF AMERICA CORP 2,385 3,692
09260D107 BLACKSTONE INC 2,447 2,931
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 1,829 3,765
57636Q104 MASTERCARD INC CL A 3,045 4,739
718172109 PHILIP MORRIS INTERN 2,644 3,249
806857108 SCHLUMBERGER LTD SED    
98978V103 ZOETIS INC    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 1,989 1,883
35137L105 FOX CORP - CLASS A - 977 1,215
580135101 MCDONALD'S CORP 1,923 2,029
101137107 BOSTON SCIENTIFIC CO 1,643 2,769
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 1,816 2,704
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 2,620 3,162
452308109 ILLINOIS TOOL WORKS 2,955 3,043
713448108 PEPSICO INC 2,783 2,433
81762P102 SERVICE NOW INC 1,650 3,180
872540109 TJX COMPANIES INC NE 1,626 2,416
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 1,998 2,763
049560105 ATMOS ENERGY CORP 1,910 2,368
09290D101 BLACKROCK FUNDING IN 1,743 3,075
254687106 DISNEY WALT CO 2,072 1,893
277432100 EASTMAN CHEM CO 1,834 1,552
443510607 HUBBELL INC 2,266 2,513
512807306 LAM RESEARCH CORP 914 2,167
571903202 MARRIOTT INTERNATION 1,944 2,232
67066G104 NVIDIA CORP 15,827 15,712
754730109 RAYMOND JAMES FINANC 2,229 2,330
824348106 SHERWIN-WILLIAMS CO 2,283 2,040
893641100 TRANSDIGM GROUP INC 2,663 2,535
G54950103 NEW LINDE PLC SEDOL 2,373 2,093

TY 2024 InvestmentsOtherSchedule2
Name:
GLADYS K SCHULTISE CHARITABLE TR
EIN:
46-5337058
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR AT COST 18,487 18,970
461418444 WCM FOCUSED INTL GRO AT COST 20,185 26,120
464287200 ISHARES CORE S&P 500 AT COST 35,800 54,747
464287804 ISHARES CORE S&P SMA      
936793686 WASATCH INTL OPPORTU      
74256W584 PRINCIPAL MIDCAP FUN      
97717X669 WISDOMTREE U.S. QUAL AT COST 21,214 26,707
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 104,569 98,737
09260B309 BLACKROCK CORE BOND AT COST 112,217 97,200
413838566 OAKMARK INTL SM CAP- AT COST 6,092 9,602
543069405 LONGLEAF PARTNERS FD AT COST 13,801 11,341
00770X675 PZENA EMERG MKTS VAL AT COST 11,020 12,929
56167N712 NUANCE MID CAP VALUE      
89154M702 TOUCHSTONE SANDS EM AT COST 12,563 14,286
89609H704 TRIBUTARY SMALL COMP      
25434V807 DIMENSIONAL INTERNAT AT COST 13,534 14,689
31428Q739 FEDERATED TOTAL RETU AT COST 29,610 29,518
46429B267 ISHARES U S TREASURY AT COST 47,039 47,339
46429B697 ISHARES MSCI USA MIN      
46434V456 ISHARES MSCI INTL QU AT COST 24,072 24,908
74440B884 PRUDENTIAL TOTAL RET AT COST 29,345 29,702
00769G535 LSV SMALL CAP FUND-I AT COST 12,161 12,709
04314H576 ARTISAN INTL SM/MID- AT COST 11,330 10,599
42588P809 HENNESSY FOCUS FUND AT COST 12,161 12,494
674375878 OBERWEIS SMALL CAP O AT COST 12,161 13,956
74441C881 PGIM JENN M/C GROW-R AT COST 14,188 15,116
89155H389 TOUCHSTONE MIDCAP VA AT COST 14,188 14,745

TY 2024 OtherDecreasesSchedule
Name:
GLADYS K SCHULTISE CHARITABLE TR
EIN:
46-5337058
Description Amount
2024 TRANSACTION POSTED IN 2025 757
ADJUSTMENT TO INCOME 5


TY 2024 OtherIncreasesSchedule
Name:
GLADYS K SCHULTISE CHARITABLE TR
EIN:
46-5337058
Description Amount
2023 TRANSACTIONS POSTED IN 2024 1,163
PY WASH SALES ADJUSTMENT 1,229
COST BASIS ADJUSTMENT 150


TY 2024 TaxesSchedule
Name:
GLADYS K SCHULTISE CHARITABLE TR
EIN:
46-5337058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 20 20   0
FEDERAL TAX PAYMENT - PRIOR YE 42 0   0
FEDERAL ESTIMATES - PRINCIPAL 178 0   0
FOREIGN TAXES ON QUALIFIED FOR 199 199   0
FOREIGN TAXES ON NONQUALIFIED 56 56   0