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
W EISENHART CO-TUW FBO CHARITIES
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1504
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14240
A Employer identification number

47-6335712
B Telephone number (see instructions)

(717) 852-3051
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,936,377J 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) 1,911,214
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,155 11,155  
4 Dividends and interest from securities... 462,987 455,602  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,838
b Gross sales price for all assets on line 6a 2,697,743
7 Capital gain net income (from Part IV, line 2)... 144,838
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........ 2,530,194 611,595  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 121,054 121,054    
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)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
15,406 11,912   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34 34    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,994 133,000 0 1,500
25 Contributions, gifts, grants paid....... 550,000 550,000
26 Total expenses and disbursements. Add lines 24 and 25 687,994 133,000 0 551,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,842,200
b Net investment income (if negative, enter -0-) 478,595
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 523,970 299,275 299,275
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) 1,689,534 Click to see attachment
List of Attached Documents:
// Content
1,689,229 		1,615,239
b Investments—corporate stock (attach schedule)....... 5,909,471 Click to see attachment
List of Attached Documents:
// Content
7,211,165 		9,709,929
c Investments—corporate bonds (attach schedule)....... 2,654,621 Click to see attachment
List of Attached Documents:
// Content
3,422,659 		3,311,934
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)..........     0
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) 10,777,596 12,622,328 14,936,377
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........ 10,777,596 12,622,328
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)..... 10,777,596 12,622,328
30 Total liabilities and net assets/fund balances (see instructions). 10,777,596 12,622,328
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
10,777,596
2
Enter amount from Part I, line 27a .....................
2
1,842,200
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,187
4
Add lines 1, 2, and 3 ..........................
4
12,637,983
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,655
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,622,328
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 . CLASS ACTION SETTLEMENT PROCEEDS     2024-02-08
b 2. ABBVIE INC   2023-06-27 2024-03-15
c 2. AIR PRODUCTS & CHEMICALS INC   2023-02-24 2024-03-15
d 7. AMERN ELEC PWR CO INC COM   2017-07-17 2024-03-15
e 30000. AMERICAN HONDA MTN 1.000% 9/10/25   2021-10-05 2024-12-05
2. AMGEN INC COM   2017-12-20 2024-03-15
3. AVALONBAY COMMUNITIES INCORPORATED   2020-12-02 2024-03-15
3. AVALONBAY COMMUNITIES INCORPORATED   2020-12-02 2024-04-24
67. BANK AMER CORP COM   2023-06-08 2024-03-15
30000. BANK MONT MTN CONV 5.920% 9/25/25   2023-09-18 2024-10-25
1. BLACKROCK INCORPORATED CLASS A   2018-08-02 2024-03-15
34. BROADCOM INC   2019-06-14 2024-03-05
2. BROADCOM INC   2019-06-14 2024-03-15
4. BROADCOM INC   2019-06-14 2024-04-24
14. BROADCOM INC   2019-06-14 2024-06-28
180. BROADCOM INC   2019-06-14 2024-09-25
220. BROADCOM INC   2019-06-14 2024-12-17
14. CVS CORP COM   2018-04-12 2024-03-15
1179. CVS CORP COM   2018-04-12 2024-05-03
25000. CANADIAN IMP BK CONV 1.000% 10/18/24   2021-10-12 2024-10-18
2. CATERPILLAR INC COM ATTACHED   2020-07-07 2024-03-15
30000. CATERPILLAR FINL MTN 0.450% 5/17/24   2021-05-10 2024-05-17
10. CHEVRONTEXACO CORP   2014-08-21 2024-03-15
28. CISCO SYS INC COM   2014-08-21 2024-03-15
20000. COMCAST CORP 5.500% 11/15/32   2022-10-31 2024-04-09
11. CONAGRA INC COM   2023-07-20 2024-03-15
25000. COSTCO WHOLESALE CO 1.375% 6/20/27   2020-05-04 2024-05-07
4. CROWN CASTLE INC. REIT   2019-08-08 2024-03-15
487. CROWN CASTLE INC. REIT   2019-08-08 2024-04-24
583.596 CULLEN EMG MKT HI DIV CL I   2024-02-15 2024-03-15
22. DOW INC   2019-06-27 2024-03-15
1749. DOW INC   2019-06-27 2024-12-17
8. DUKE ENERGY HOLDING CORP   2017-08-30 2024-03-15
41. ENTERPRISE PRODUCTS PARTNERS LP   2014-08-21 2024-03-15
40000. FNMA 0.500% 6/17/25   2020-06-23 2024-08-22
3551.913 FEDERATED INTL STRAT VAL-R6   2023-09-28 2024-03-15
35000. GOLDMAN SACHS V-Q 3.272% 9/29/25   2017-09-26 2024-09-29
61. HEALTHPEAK OP, LLC. REIT   2024-03-05 2024-03-15
3. HOME DEPOT INC COM   2020-03-18 2024-03-15
4. INTERNATIONAL BUSINESS MACHINES   2018-07-09 2024-03-15
3. INTERNATIONAL BUSINESS MACHINES   2018-07-09 2024-04-24
777. INTL FLAVORS & FRAGRANCES INC   2023-06-08 2024-03-05
13. ISHARES RUSSELL 2000 VALUE ETF   2023-09-27 2024-03-15
1265. ISHARES CORE HIGH DIVIDEND ETF   2023-09-27 2024-02-14
932. ISHARES CORE HIGH DIVIDEND ETF   2024-05-09 2024-08-12
535. ISHARES MSCI USA QUALITY FACTOR ETF   2023-09-27 2024-02-14
109. ISHARES MSCI USA QUALITY FACTOR ETF   2024-05-09 2024-08-12
4702. ISHARES CORE MSCI EMERGING   2023-09-27 2024-02-14
3808. ISHARES CORE MSCI EMERGING   2018-01-19 2024-02-14
129. ISHARES GLOBAL REIT ETF   2023-09-27 2024-03-15
5140. ISHARES GLOBAL REIT ETF   2023-09-27 2024-05-09
7. J P MORGAN CHASE & CO COM   2014-08-21 2024-03-15
3376.206 JANUS HNDRSN GL EQ INC-N   2023-09-15 2024-03-15
11. JOHNSON & JOHNSON COM   2014-08-21 2024-03-15
207. LAZARD INC   2016-12-05 2024-03-15
2. LOCKHEED MARTIN CORPORATION COM   2014-08-21 2024-03-15
2. MCDONALD'S CORP COM   2018-10-18 2024-03-15
11. MERCK & CO INC   2014-08-21 2024-03-15
148. MERCK & CO INC   2014-08-21 2024-06-28
17. METLIFE INC   2016-09-08 2024-03-15
8. METLIFE INC   2016-09-08 2024-04-24
6592.179 METWEST TOTAL RETURN BOND FD CL I   2015-02-24 2024-03-15
6772.421 METWEST TOTAL RETURN BOND FD CL I   2020-05-27 2024-08-12
8. MORGAN ST DEAN WITTER DISCOV   2019-11-04 2024-03-15
9. NEXTERA ENERGY INC   2014-08-21 2024-03-15
46. OLD REPUBLIC INTL CORP COM   2014-08-21 2024-03-15
8. OMNICOM GROUP INC COM   2020-07-07 2024-03-15
9. OMNICOM GROUP INC COM   2020-07-07 2024-04-24
31. ONEOK INC NEW COM ATTACHED RTS   2023-09-25 2024-03-15
35000. ORACLE CORP 1.650% 3/25/26   2021-09-02 2024-09-27
6. PEPSICO INC COM   2019-01-08 2024-03-15
5. PEPSICO INC COM   2019-01-08 2024-04-24
33. PFIZER INC COM   2014-08-21 2024-03-15
11. PHILIP MORRIS INTL INC   2014-08-21 2024-03-15
11. PROCTER & GAMBLE CO COM   2015-08-17 2024-03-15
300. PROCTER & GAMBLE CO COM   2015-08-17 2024-05-14
7. QUALCOMM INC COM   2017-02-01 2024-03-15
20. QUALCOMM INC COM   2017-02-01 2024-04-24
45. REGIONS FINANCIAL CORP   2023-12-14 2024-03-15
25000. CHARLES SCHWAB CORP 0.750% 3/18/24   2021-03-16 2024-03-18
4. STARBUCKS CORP COM   2022-05-18 2024-03-15
7. TEXAS INSTRUMENTS INC COM   2023-12-14 2024-03-15
35000. THERMO FISHER 1.215% 10/18/24   2021-10-19 2024-09-26
15. TORONTO DOMINION BK ONT COM NEW   2017-02-21 2024-03-15
1204. TORONTO DOMINION BK ONT COM NEW   2017-02-21 2024-10-16
194. TORONTO DOMINION BK ONT COM NEW   2023-08-18 2024-12-13
10. UNILEVER PLC SPONSORED ADR NEW   2014-08-21 2024-03-15
11. UNITED PARCEL SERVICE CL B   2017-11-13 2024-03-15
10000. U.S. TREASURY NOTES 2.375% 8/15/24   2019-02-25 2024-01-03
15000. U.S. TREASURY NOTES 2.375% 8/15/24   2019-02-25 2024-02-22
25000. U.S. TREASURY NOTES 2.250% 11/15/24   2015-07-09 2024-01-30
15000. U.S. TREASURY NOTES 2.250% 11/15/24   2017-08-04 2024-03-04
5000. U.S. TREASURY NOTES 2.250% 11/15/24   2020-04-15 2024-03-11
25000. U.S. TREASURY NOTES 2.000% 2/15/25   2015-02-20 2024-01-30
20000. U.S. TREASURY NOTES 2.000% 2/15/25   2016-02-09 2024-03-04
5000. U.S. TREASURY NOTES 2.000% 2/15/25   2020-04-15 2024-03-11
15000. U.S. TREASURY NOTES 1.750% 7/31/24   2019-08-27 2024-01-03
20000. U.S. TREASURY NOTES 1.125% 2/28/25   2020-03-13 2024-03-11
35000. U.S. TREASURY NOTES 1.125% 2/28/25   2020-03-13 2024-08-13
5000. U.S. TREASURY NOTES 3.125% 8/15/25   2022-08-29 2024-09-09
20000. U.S. TREASURY NOTES 3.125% 8/15/25   2022-08-29 2024-12-11
25000. UNITEDHEALTH GROUP 0.550% 5/15/24   2021-05-20 2024-05-15
4. VALERO ENERGY CORP COM   2018-11-01 2024-03-15
119.522 VANGUARD COMMODITY STRAT FD CL ADM   2023-09-28 2024-03-15
4848.8 VANGUARD COMMODITY STRAT FD CL ADM   2023-09-28 2024-05-09
1119.403 VANGUARD HIGH YIELD CORP CL ADML   2023-09-15 2024-03-15
18. VICI PROPERTIES INC   2021-07-20 2024-03-15
19000. WEC ENERGY GROUP INC 1.800% 10/15/30   2020-11-06 2024-12-23
35000. WELLTOWER INC 3.625% 3/15/24   2019-02-13 2024-03-15
526.316 WILMINGTON INTERNATIONAL FUND-I   2023-09-28 2024-03-15
7841.629 WILMINGTON INTERNATIONAL FUND-I   2023-09-28 2024-08-12
13795.927 WILMINGTON BROAD MARKET BOND FUND -I   2020-09-01 2024-08-12
267. WISDOMTREE U.S. SMALLCAP DIVIDEND   2023-09-27 2024-03-15
10000. ZIMMER BIOMET HOLD 1.450% 11/22/24   2021-11-15 2024-01-03
27. JOHNSON CONTROLS INTERNATIONAL PLC   2019-01-08 2024-03-15
5. MEDTRONIC PLC   2021-12-07 2024-03-15
473. NVENT ELECTRIC PLC   2021-01-13 2024-02-07
24. NVENT ELECTRIC PLC   2021-01-13 2024-03-15
38. NVENT ELECTRIC PLC   2021-01-13 2024-04-24
276. NVENT ELECTRIC PLC   2021-01-13 2024-06-28
309. NVENT ELECTRIC PLC   2021-01-13 2024-09-25
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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 212     212
b 359   269 90
c 489   552 -63
d 574   480 94
e 29,203   29,914 -711
544   357 187
548   512 36
575   512 63
2,402   1,958 444
30,354   30,000 354
808   469 339
46,789   8,947 37,842
2,488   526 1,962
5,005   1,053 3,952
22,375   3,684 18,691
31,461   4,736 26,725
51,854   5,789 46,065
1,074   897 177
65,185   76,260 -11,075
25,000   24,942 58
689   255 434
30,000   29,960 40
1,550   1,281 269
1,377   697 680
20,556   19,874 682
309   361 -52
22,559   25,023 -2,464
422   523 -101
46,266   76,774 -30,508
7,400   7,248 152
1,254   1,122 132
70,830   87,606 -16,776
758   700 58
1,177   1,030 147
38,713   39,972 -1,259
13,000   12,432 568
35,000   35,214 -214
1,034   1,037 -3
1,121   471 650
767   549 218
547   412 135
58,858   63,301 -4,443
1,969   1,759 210
130,000   126,057 3,943
105,959   102,403 3,556
83,688   70,163 13,525
18,408   17,681 727
234,570   223,590 10,980
189,970   212,909 -22,939
2,983   2,720 263
118,074   108,364 9,710
1,328   408 920
21,000   20,359 641
1,741   1,148 593
7,984   8,151 -167
873   351 522
560   333 227
1,326   623 703
19,124   8,376 10,748
1,227   658 569
579   310 269
59,000   72,880 -13,880
62,374   77,239 -14,865
709   391 318
533   221 312
1,339   693 646
743   440 303
859   495 364
2,406   2,050 356
33,671   35,617 -1,946
988   661 327
880   550 330
923   904 19
1,029   943 86
1,770   824 946
49,310   22,463 26,847
1,175   358 817
3,253   1,022 2,231
859   880 -21
25,000   24,988 12
361   291 70
1,195   1,173 22
34,918   35,000 -82
900   797 103
67,748   63,951 3,797
10,333   12,012 -1,679
490   438 52
1,692   1,260 432
9,838   9,929 -91
14,798   14,893 -95
24,480   25,203 -723
14,701   15,418 -717
4,903   5,437 -534
24,294   25,058 -764
19,435   20,225 -790
4,862   5,396 -534
14,719   15,262 -543
19,274   20,431 -1,157
34,314   35,753 -1,439
4,951   4,955 -4
19,844   19,820 24
25,000   25,008 -8
658   367 291
3,000   3,128 -128
126,893   126,893  
6,000   5,821 179
518   477 41
16,072   19,042 -2,970
35,000   34,880 120
4,700   4,211 489
71,202   62,733 8,469
121,956   143,616 -21,660
8,313   7,527 786
9,650   10,000 -350
1,698   861 837
418   564 -146
30,343   11,534 18,809
1,693   585 1,108
2,772   927 1,845
21,286   6,730 14,556
21,598   7,618 13,980
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
      1,253
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       212
b       90
c       -63
d       94
e       -711
      187
      36
      63
      444
      354
      339
      37,842
      1,962
      3,952
      18,691
      26,725
      46,065
      177
      -11,075
      58
      434
      40
      269
      680
      682
      -52
      -2,464
      -101
      -30,508
      152
      132
      -16,776
      58
      147
      -1,259
      568
      -214
      -3
      650
      218
      135
      -4,443
      210
      3,943
      3,556
      13,525
      727
      10,980
      -22,939
      263
      9,710
      920
      641
      593
      -167
      522
      227
      703
      10,748
      569
      269
      -13,880
      -14,865
      318
      312
      646
      303
      364
      356
      -1,946
      327
      330
      19
      86
      946
      26,847
      817
      2,231
      -21
      12
      70
      22
      -82
      103
      3,797
      -1,679
      52
      432
      -91
      -95
      -723
      -717
      -534
      -764
      -790
      -534
      -543
      -1,157
      -1,439
      -4
      24
      -8
      291
      -128
       
      179
      41
      -2,970
      120
      489
      8,469
      -21,660
      786
      -350
      837
      -146
      18,809
      1,108
      1,845
      14,556
      13,980
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 144,838
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 6,652
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 6,652
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 6,652
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,139
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 2,139
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,513
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 arrow  
14
The books are in care ofright arrowM AND T TRUST COMPANY Telephone no.right arrow (717) 852-3051

Located atright arrowPO BOX 1504BUFFALONY ZIP+4right arrow14240
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
M&T TRUST COMPANY CO-TRUSTEE
1 		121,054    
PO BOX 1504
BUFFALO,NY14240
CHRISTOPHER C EISENHART CO-TRUSTEE
1 		0    
575 FAIRVIEW TERRACE
YORK,PA17403
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
12,267,366
b
Average of monthly cash balances.......................
1b
246,031
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,513,397
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
12,513,397
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
187,701
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,325,696
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
616,285
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
616,285
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,652
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,652
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
609,633
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
609,633
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
609,633
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
551,500
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
551,500
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 7 609,633
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 530,155
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$ 551,500
a Applied to 2023, but not more than line 2a 530,155
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..... 21,345
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 .......... 		588,288
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

ST PAUL'S LUTHERAN CHURCH

25 WEST SPRINGETTSBURY AVE
YORK,PA17403 		NONE PC SUPPORT OF CHURCH RELATED 137,500

YOUNG MENS CHRISTIAN ASSOCIATION

90 NORTH NEWBERRY STREET
YORK,PA174011008 		NONE PC SUPPORT PROGRAMS HEALTHY 137,500

YORK COLLEGE OF PENNSYLVANIA

441 COUNTRY CLUB RD
YORK,PA174033651 		NONE PC PROVIDE EDUCATIONAL 137,500

YORK HEALTH FOUNDATION

50 N DUKE STREET 2ND FLOOR
YORK,PA17401 		NONE SO II CONTRIBUTION FOR YORK BASED 137,500
Total .................................right arrow 3a 550,000
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 ........... 		    14 11,155  
4 Dividends and interest from securities ....     14 462,987  
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 ............ 		    18 144,838  
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) ..   618,980  
13Total. Add line 12, columns (b), (d), and (e)..................
13
618,980
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
W EISENHART CO-TUW FBO CHARITIES
 
Employer identification number

47-6335712
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
W EISENHART CO-TUW FBO CHARITIES
  		Employer identification number
47-6335712
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WILLIAM EISENHART UNITRUST FBO CHRISTOPH
 
C/O MANUFACTURER TRADERS TRUST CO
PO BOX 1504
BUFFALO, NY14240

$ 1,911,214


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
W EISENHART CO-TUW FBO CHARITIES
  		Employer identification number

47-6335712
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SEE THE ATTACHED FILE $ 1,833,533 2024-11-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
W EISENHART CO-TUW FBO CHARITIES
  		Employer identification number

47-6335712
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Name of Bond End of Year Book Value End of Year Fair Market Value
025816DL0 AMERICAN EXPRESS 20,000 20,248
02665WDN8 AMERICAN HONDA MTN 4,986 4,871
031162CU2 AMGEN INC 32,241 26,526
06051GHG7 BANK OF AMER MTN V-Q 31,287 29,095
06368LWT9 BANK MONT MTN CONV    
06418GAD9 BANK NOVA SCOT CONV 39,757 40,417
125523CM0 CIGNA CORP 29,253 25,403
126650DM9 CVS HEALTH CORP 29,973 27,183
13607HYF3 CANADIAN IMP BK CONV    
14913R2L0 CATERPILLAR FINL MTN    
17327CAM5 CITIGROUP INC V-D 29,836 28,810
20030NEB3 COMCAST CORP    
22160KAN5 COSTCO WHOLESALE CO    
25746UCE7 DOMINION RESOURCES 36,008 34,763
341081GR2 FLORIDA POWER & 4,998 5,000
369550BN7 GENERAL DYNAMICS 34,945 33,442
370334CL6 GENERAL MILLS IN 32,462 26,983
38141GWQ3 GOLDMAN SACHS V-Q    
458140CD0 INTEL CORP 15,000 15,004
46647PBE5 JPMORGAN CHASE V-Q 34,512 31,529
49271VAF7 KEURIG DR PEPPER INC 23,904 24,780
548661DR5 LOWE'S COS INC 32,458 28,568
579780AR8 MCCORMICK & CO INC 34,924 33,524
58933YBH7 MERCK & CO INC 14,988 14,780
592905509 METWEST TOTAL RETURN 394,593 331,638
61746BEF9 MORGAN STANLEY MTN 35,714 34,362
665859AV6 NORTHERN TRUST CORP 27,834 25,904
68389XCC7 ORACLE CORP    
78016HZS2 ROYAL BK CA MTN CONV 29,986 30,249
808513BN4 CHARLES SCHWAB CORP    
828807CW5 SIMON PROPERTY GROUP 32,931 29,613
842587DH7 SOUTHERN CO 29,721 27,214
87612EBM7 TARGET CORP 29,949 28,542
883556CS9 THERMO FISHER    
89114TZJ4 TOR DOM BK MTN CONV 29,879 24,868
89788MAD4 TRUIST FINL MTN V-Q 24,941 23,976
91159HHW3 US BANCORP MTN 30,844 27,491
91324PEB4 UNITEDHEALTH GROUP    
922031760 VANGUARD HIGH YIELD 341,877 358,986
92343VGJ7 VERIZON COMM INC 25,559 23,252
92939UAE6 WEC ENERGY GROUP INC 11,024 9,194
95000U2V4 WELLS FARGO MTN V-D 29,563 29,098
95040QAG9 WELLTOWER INC    
97181C811 WILMINGTON BROAD MAR 597,832 561,587
98956PAU6 ZIMMER BIOMET HOLD    
24422EXP9 JOHN DEERE CAP MTN 24,985 24,957
437076DB5 HOME DEPOT INC 24,917 25,237
779576305 T ROWE PR TAX/FR INC 605,520 621,863
56064L751 NYLI MACKAY HIGH YIE 44,920 49,370
17275RBS0 CISCO SYSTEMS 19,960 20,072
97181C456 WILMINGTON MUNICIPAL 306,884 311,793
68389XCS2 ORACLE CORP 30,027 28,979
922907845 VANGUARD HIGH YLD TA 22,460 24,282
92277GAN7 VENTAS REALTY LP 29,586 29,202
110122EH7 BRISTOL-MYERS 20,015 19,975
38141GWZ3 GOLDMAN SACHS V-Q 34,693 34,055
91324PFF4 UNITEDHEALTH GRP INC 19,966 20,050
29379VCE1 ENTERPRISE PRODU 29,969 30,008
69371RT22 PACCAR FINANCIAL COR 24,981 25,284
06368L8K5 BK MONTREAL CONV V-D 29,997 29,907

TY 2024 InvestmentsCorpStockSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 87,361 109,819
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 28,099 222,566
126650100 CVS HEALTH CORPORATI    
149123101 CATERPILLAR INC 30,761 87,425
166764100 CHEVRON CORP 119,647 141,943
17275R102 CISCO SYSTEMS INC 71,111 161,912
205887102 CONAGRA BRANDS INC. 76,451 64,658
22822V101 CROWN CASTLE INC. RE    
25537101 AMERICAN ELECTRIC POW    
260557103 DOW INC    
26441C204 DUKE ENERGY HOLDING 74,099 86,731
293792107 ENTERPRISE PRODUCTS 132,295 119,921
31162100 AMGEN INC COM    
31421N824 FEDERATED INTL STRAT 676,083 679,769
437076102 HOME DEPOT INC COM 38,056 93,358
459200101 IBM CORPORATION 72,409 117,169
459506101 INTL FLAVORS & FRAGR    
464287630 ISHARES RUSSELL 2000 148,161 163,677
46429B663 ISHARES CORE HIGH DI 41,203 42,098
46432F339 ISHARES MSCI USA QUA 41,850 45,945
46434G103 ISHARES CORE MSCI EM 91,525 99,427
46434V647 ISHARES GLOBAL REIT 54,730 62,226
46625H100 JPMORGAN CHASE & CO 64,407 257,449
47103X484 JANUS HNDRSN GL EQ I 1,211,223 1,221,330
478160104 JOHNSON & JOHNSON 116,650 161,541
53484101 AVALONBAY COMMUNITIES    
539830109 LOCKHEED MARTIN CORP 136,943 295,937
580135101 MCDONALD'S CORPORATI 35,334 61,167
58933Y105 MERCK & CO INC 46,791 85,951
59156R108 METLIFE INC 56,625 114,141
60505104 BANK AMER CORP    
617446448 MORGAN STANLEY GROUP 60,991 158,030
65339F101 NEXTERA ENERGY INC 36,912 107,463
680223104 OLD REPUBLIC INTL CO 54,023 131,370
681919106 OMNICOM GROUP INC CO 57,107 82,684
682680103 ONEOK INC 76,114 115,360
713448108 PEPSICO INC COM 95,421 135,638
717081103 PFIZER INC 99,039 95,428
718172109 PHILIP MORRIS INTL I 71,615 106,750
742718109 PROCTER & GAMBLE CO 44,820 100,255
747525103 QUALCOMM INC COM 49,084 145,939
7591EP100 REGIONS FINANCIAL CO 60,246 72,442
855244109 STARBUCKS CORP COM 77,458 95,813
882508104 TEXAS INSTRUMENTS IN 84,471 93,943
891160509 TORONTO-DOMINION BAN    
904767704 UNILEVER PLC SPONSOR 91,328 113,173
911312106 UNITED PARCEL SERVIC 100,256 102,898
9158106 AIR PRODUCTS & CHEMICA    
91913Y100 VALERO ENERGY CORP C 52,186 73,186
921939708 VANGUARD COMMODITY S 57,101 57,422
925652109 VICI PROPERTIES INC 61,936 67,358
97181C787 WILMINGTON INTERNATI 247,712 275,204
97717W604 WISDOMTREE U.S. SMAL 566,885 670,959
G51502105 JOHNSON CONTROLS INT 64,024 142,863
G54050102 LAZARD LTD CL A    
G5960L103 MEDTRONIC PLC 114,465 95,936
G6700G107 NVENT ELECTRIC PLC 39,118 83,496
009158106 AIR PRODUCTS & CHEMI 84,895 89,332
025537101 AMERICAN ELECTRIC PO 63,793 80,886
053484101 AVALONBAY COMMUNITIE 71,247 90,188
060505104 BANK AMER CORP 117,589 189,205
031162100 AMGEN INC COM 52,673 71,155
30231G102 EXXON MOBIL CORP 49,476 59,164
230001752 CULLEN EMG MKT HI DI 452,694 458,473
92343V104 VERIZON COMMUNICATIO 107,252 99,575
12572Q105 CME GROUP INC 58,748 57,825
532457108 ELI LILLY & CO 20,801 226,968
09290D101 BLACKROCK INC 50,242 111,737
52110M109 LAZARD INC 54,410 70,528
80105N105 SANOFI-ADR 66,879 67,136
902973304 U S BANCORP DEL COM 70,160 67,919
42250P103 HEALTHPEAK OP, LLC. 61,751 73,641
94106L109 WASTE MANAGEMENT INC 30,457 100,895
037833100 APPLE INC 9,474 100,168
74340W103 PROLOGIS INC 74,498 75,364

TY 2024 InvestmentsGovtObligationsSch
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
US Government Securities - End of Year Book Value:

1,689,229
US Government Securities - End of Year Fair Market Value:

1,615,239
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherDecreasesSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Description Amount
COST BASIS ADJ FOR ROC 3,685
2024 TRANSACTIONS POSTED IN 2025 11,970


TY 2024 OtherExpensesSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 34 34   0


TY 2024 OtherIncreasesSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Description Amount
PARTNERSHIP INCOME ADJ 8,143
MUTUAL FUND TIMING POSTING 926
ROUNDING 33
2023 TRANSACTIONS POSTED IN 2024 7,975
CO-TRUSTEE FEE REFUND 1,110


TY 2024 TaxesSchedule
Name:
W EISENHART CO-TUW FBO CHARITIES
EIN:
47-6335712
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 538 538   0
FEDERAL TAXES PRIOR YEAR BALAN 1,355 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,139 0   0
FOREIGN TAXES ON QUALIFIED FOR 10,120 10,120   0
FOREIGN TAXES ON NONQUALIFIED 1,254 1,254   0