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
POSNER FOUNDATION OF PITTSBURGH
 
Number and street (or P.O. box number if mail is not delivered to street address)535 SMITHFIELD STREET 960
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-6055022
B Telephone number (see instructions)

(412) 928-7701
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$332,481,651J 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... 6,697,134 6,598,184  
5a Gross rents............      
b Net rental income or (loss) -576
6a Net gain or (loss) from sale of assets not on line 10 16,931,516
b Gross sales price for all assets on line 6a 49,346,792
7 Capital gain net income (from Part IV, line 2)... 16,931,516
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-144,156 -144,156  
12 Total. Add lines 1 through 11........ 23,484,494 23,385,544  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 438,965 0   438,965
15 Pension plans, employee benefits....... 82,508 0   82,508
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
928,899 696,674   232,225
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,023,012 1,981,382   41,630
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
559,120 117,500   31,620
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 88,177 0   88,177
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
95,166 25,117   51,346
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,215,847 2,820,673   966,471
25 Contributions, gifts, grants paid....... 25,443,473 25,443,473
26 Total expenses and disbursements. Add lines 24 and 25 29,659,320 2,820,673   26,409,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,174,826
b Net investment income (if negative, enter -0-) 20,564,871
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 40,308,356 32,781,882 32,787,257
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow11,901
Less: allowance for doubtful accounts right arrow   74,393 11,901 11,901
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 arrow1,195,723
Less: allowance for doubtful accounts right arrow0 1,195,723 1,195,723 1,195,723
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)....... 116,983,393 Click to see attachment
List of Attached Documents:
// Content
118,291,705 		268,466,495
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).......... 22,846,399 Click to see attachment
List of Attached Documents:
// Content
23,169,855 		30,020,275
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) 181,408,264 175,451,066 332,481,651
Liabilities 17 Accounts payable and accrued expenses.......... -623 2,510
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)......... -623 2,510
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 181,408,887 175,448,556
29 Total net assets or fund balances (see instructions)..... 181,408,887 175,448,556
30 Total liabilities and net assets/fund balances (see instructions). 181,408,264 175,451,066
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
181,408,887
2
Enter amount from Part I, line 27a .....................
2
-6,174,826
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
214,495
4
Add lines 1, 2, and 3 ..........................
4
175,448,556
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
175,448,556
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 PUBLICLY TRADED SECURITIES D    
b PUBLICLY TRADED SECURITIES P    
c FROM FLOW THROUGH'S D    
d FROM FLOW THROUGH'S P    
e DISPOSAL OF FLOW THROUGH'S D    
(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 13,450,917   2,762,967 10,687,950
b 35,353,089   28,738,126 6,614,963
c     524,300 -524,300
d 542,786     542,786
e     389,883 -389,883
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       10,687,950
b       6,614,963
c       -524,300
d       542,786
e       -389,883
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 16,931,516
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) 1 285,852
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........................... 3 285,852
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- ..... 5 285,852
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 456,524
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 506,524
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 220,672
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow220,672 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowPOSNERFOUNDATION.ORG
14
The books are in care ofright arrowTHE HAWTHORNE GROUP INC Telephone no.right arrow (412) 928-7700

Located atright arrow535 SMITHFIELD STREET SUITE 960PITTSBURGHPA ZIP+4right arrow15222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
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
HENRY POSNER III TRUSTEE
1.00 		0 0 0
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
PAUL M POSNER TRUSTEE
1.00 		0 0 0
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
ANNE M MOLLOY TRUSTEE
1.00 		0 0 0
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
JOHN F HENSLER TRUSTEE
1.00 		0 0 0
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
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
ANNE MARIE TOCCKET EXEC DIRECTOR
40.00 		247,500 32,307 52,604
C/O 535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
HANA R UMAN PROGRAM OFFICER
40.00 		108,022 24,364 23,376
C/O 535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
JENNIFER N MORRIS PROGRAM ASSOCIATE
40.00 		83,879 17,866 14,047
C/O 535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
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
PROVIDENT TRUST CO INVESTMENT MANAGEMENT 1,061,266
N16 W23217 STONE RIDGE DR SUITE 310
WAUKESHA,WI53188
THE HAWTHORNE GROUP INC FINANCIAL SERVICES 908,189
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT 369,151
1585 BROADWAY 21ST FL
NEW YORK,NY10036
GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 139,999
1735 MARKET ST 26TH FLOOR
PHILADELPHIA,PA19103
GAMCO INVESTORS INC INVESTMENT MANAGEMENT 127,385
ONE CORPORATE CENTER
RYE,NY10580
Total number of others receiving over $50,000 for professional services.............right arrow3
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
255,673,713
b
Average of monthly cash balances.......................
1b
35,575,423
c
Fair market value of all other assets (see instructions)................
1c
30,020,275
d
Total (add lines 1a, b, and c).........................
1d
321,269,411
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
321,269,411
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,819,041
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
316,450,370
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,822,519
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
15,822,519
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
285,852
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
11,476
c
Add lines 2a and 2b............................
2c
297,328
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,525,191
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,525,191
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
15,525,191
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
26,409,944
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
26,409,944
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 15,525,191
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,711,866
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 26,409,944
a Applied to 2023, but not more than line 2a 5,711,866
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..... 15,525,191
e Remaining amount distributed out of corpus 5,172,887
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 5,172,887
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,172,887
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 5,172,887
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).)
HENRY POSNER III
PAUL M POSNER
ANNE M MOLLOY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANNE MARIE TOCCKET
535 SMITHFIELD STREET SUITE 960
PITTSBURGH,PA15222
(412) 928-7701
INFO@POSNERFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS SHOULD SUBMIT A BRIEF STATEMENT IN WRITING, DETAILING THE PURPOSE FOR WHICH FUNDS ARE TO BE UTILIZED AND THE ACTIVITIES ENGAGED IN BY THE APPLICANT. APPLICANT'S DETERMINATION LETTER AND FINANCIAL DATA SHOULD ACCOMPANY THE REQUEST.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
OUR PRIORITY AREAS REFLECT BOTH THE FOUNDATION'S LEGACY OF GIVING AS WELL AS OUR EMERGING INTEREST IN AREAS OF PRESSING SOCIAL, ECONOMIC AND ENVIRONMENTAL CONCERN WITH A FOCUS ON ENVIRONMENT, HUMAN RIGHTS, EDUCATION, JEWISH LIFE AND CIVIL SOCIETY.
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

ACLU FOUNDATION

125 BROAD STREET 18TH FL
NEW YORK,NY10004 		N/A PC UNRESTRICTED/ GENERAL USE 2,000,000

ALLEGHENY CEMETERY HISTORICAL ASSOCIATION

4734 BUTLER STREET
PITTSBURGH,PA15201 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION

6101 PENN AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

ALUMNI THEATER COMPANY

6601 HAMILTON AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET
NEW YORK,NY10018 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

AMERICAN JOURNALISM PROJECT

6218 GEORGIA AVENUE NW STE 1-599
WASHINGTON,DC20011 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

ASYLUM SEEKER ADVOCACY PROJECT

228 PARK AVENUE SOUTH 84810
NEW YORK,NY10003 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

BEST OF THE BATCH FOUNDATION

2000 WEST STREET
MUNHALL,PA15120 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH

3000 BROWNSVILLE RD SUITE C
PITTSBURGH,PA15227 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

BLACK FARMER FUND

228 PARK AVENUE SOUTH
NEW YORK,NY10003 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

BORDERLANDS PRODUCE RESCUE

270 W PRODUCE ROW
NOGALES,AZ85621 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

BUSARA CENTER FOR BEHAVIORAL ECONOMICS INC

28 SPRING STREET 193
PRINCETON,NJ08542 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

CARNEGIE LIBRARY OF PITTSBURGH

4400 FORBES AVENUE
PITTSBURGH,PA15213 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVE
PITTSBURGH,PA15213 		N/A PC UNRESTRICTED/ GENERAL USE 3,050,000

CASA SAN JOSE

2116 BROADWAY AVE
PITTSBURGH,PA15216 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

CEASEFIREPA EDUCATION FUND

PO BOX 60095
PHILADELPHIA,PA19102 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

CHEF ANN FOUNDATION

5485 CONESTOGA COURT STE 110F
BOULDER,CO80301 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

CITY OF ASYLUM

40 W NORTH AVENUE
PITTSBURGH,PA15212 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

COMMON CAUSE EDUCATION FUND

805 FIFTEENTH STREET NW SUITE 800
WASHINGTON,DC20005 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION

808 RIDGE AVENUE
PITTSBURGH,PA15212 		N/A PC UNRESTRICTED/ GENERAL USE 150,000

COMMUNITY FOUNDATION FOR THE ALLEGHENIES

216 FRANKLIN STREET STE 400
JOHNSTOWN,PA15901 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

CONGRESS OF NEIGHBORING COMMUNITIES

3706 BUTLER STREET
PITTSBURGH,PA15201 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

CYCLE CONNECT

244 FIFTH AVENUE SUITE D222
NEW YORK,NY10001 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

DEEP SOUTH TODAY

750 WOODLANDS PARKWAY SUITE 100
RIDGELAND,MS39157 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

EAST END COOPERATIVE MINISTRY

6140 STATION STREET
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

ECO-SOAP BANK

PO BOX 81188
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

ERADICATE HATE GLOBAL SUMMIT

500 GRANT STREET SUITE 4500
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

EVOLVE COACHING

3706 BUTLER STREET
PITTSBURGH,PA15201 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

FARMLINK PROJECT

PO BOX 744772
LOS ANGELES,CA90074 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

FILM PITTSBURGH

1789 S BRADDOCK AVE SUITE 565
PITTSBURGH,PA15218 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

FOOD & ENVIRONMENT REPORTING NETWORK

580 FIFTH AVE STE 820
NEW YORK,NY10036 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

FOUNDATION TO COMBAT ANTI-SEMITISM

ONE PATRIOT PLACE
FOXBOROUGH,MA02035 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

GLOBAL LINKS

700 TRUMBULL DRIVE
PITTSBURGH,PA15205 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

GLOBAL FOODBANKING NETWORK

70 EAST LAKE STREET SUITE 1200
CHICAGO,IL60601 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

GLOBAL IMPACT

2300 N ST NW SUITE 501A
WASHINGTON,DC20037 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDEN STREET
DUQUESNE,PA15110 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

GROW PITTSBURGH

6587 HAMILTON AVENUE 2W
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

GUNS DOWN AMERICA

PO BOX 3984
YOUNGSTOWN,OH44513 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGION

ONE WEST FOURTH STREET
NEW YORK,NY10012 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

HELLO FUTURE

245 8TH AVE 149
NEW YORK,NY10011 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

HELLO NEIGHBOR

6587 HAMILTON AVENUE 1E
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

HUMAN SERVICES CENTER CORPORATION

519 PENN AVENUE
TURTLE CREEK,PA15145 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

IMPACT JUSTICE

2930 LAKESHORE AVE 300
OAKLAND,CA94610 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

INTERNATIONAL RESCUE COMMITTEE

112 EAST 42ND STREET FLOOR 12
NEW YORK,NY10168 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

JEWISH CEMETERY AND BURIAL ASSOCIATION OF GREATER PITTSBURGH

PO BOX 81863
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

JEWISH FAMILY AND COMMUNITY SERVICES

5743 BARTLETT STREET
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 300,000

JEWISH FEDERATION OF GREATER PITTSBURGH

2000 TECHNOLOGY DRIVE
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

JEWISH STORY PARTNERS

546 ALANDELE AVENUE
LOS ANGELES,CA90036 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

JUBILEE ASSOCIATION

2005 WYANDOTTE STREET
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

KENYON COLLEGE

105 CHASE AVENUE
GAMBIER,OH43022 		N/A PC UNRESTRICTED/ GENERAL USE 166,667

LATINO COMMUNITY CENTER

5750 BAUM BLVD STE 200R
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 225,000

LITERACY PITTSBURGH

411 SEVENTH AVENUE SUITE 525
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 350,000

MAKE THE ROAD STATES INC

301 GROVE ST
BROOKLYN,NY11237 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

MONTE AZUL INC

PO BOX 531
MARICAO,PR00606 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

NATIONAL CENTER ON EDUCATION AND THE ECONOMY

2121 K STREET NW SUITE 700
WASHINGTON,DC20032 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

NATIONAL PUBLIC RADIO

1111 NORTH CAPITOL ST NE
WASHINGTON,DC20002 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH STREET
NEW YORK,NY10011 		N/A PC UNRESTRICTED/ GENERAL USE 350,000

NECHAMA JEWISH RESPONSE TO DISASTER

PO BOX 17249
SAINT PAUL,MN55117 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEIGHBORHOOD ALLIES

429 FOURTH AVE 1900
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 30,000

NEIGHBORHOOD LEARNING ALLIANCE

5429 PENN AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEW PA PROJECT EDUCATION FUND

PO BOX 453
WEST CHESTER,PA19381 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEW SUN RISING

PO BOX 58005
PITTSBURGH,PA15209 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300A
WASHINGTON,DC20036 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

OPEN FIELD

6401 PENN AVENUE FLOOR 3
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

OPERATION LIFESAVER

425 THIRD STREET SW SUITE 915
WASHINGTON,DC20024 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

PENNSYLVANIA RESOURCES COUNCIL

828 W NORTH AVENUE
PITTSBURGH,PA15233 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

PENNSYLVANIA TROLLEY MUSEUM

1 ELECTRIC WAY
WASHINGTON,PA15301 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

PITTSBURGH COMMUNITY BROADCASTING CORPORATION

67 BEDFORD SQUARE
PITTSBURGH,PA15203 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

PITTSBURGH FOOD POLICY COUNCIL

PO BOX 81731
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 45,000

PITTSBURGH PROMISE

1901 CENTRE AVE STE 204
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

PITTSBURGH THEOLOGICAL SEMINARY

616 N HIGHLAND AVE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

PITTSBURGHERS FOR PUBLIC TRANSIT

4836 ELLSWORTH AVE
PITTSBURGH,PA15213 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

POINT PARK UNIVERSITY

201 WOOD STREET
PITTSBURGH,PA15222 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

PRIMARY CARE HEALTH SERVICES INC

7227 HAMILTON AVE
PITTSBURGH,PA15208 		N/A PC UNRESTRICTED/ GENERAL USE 1,000,000

PRINCETON CENTER JEWISH LIFE

PRINCETON UNIVERSITY
PRINCETON,NJ08544 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

PRINCETON UNIVERSITY

PRINCETON UNIVERSITY
PRINCETON,NJ08544 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

PROJECT UNLOADED

1 E ERIE ST SUITE 525-4787
CHICAGO,IL60611 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

PROPUBLICA

155 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10013 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

PUBLICSOURCE

1936 FIFTH AVENUE
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 83,333

RE-PLATE INC

149 NEW MONTGOMERY ST 4TH FLOOR
OAKLAND,CA94105 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

READING IS FUNDAMENTAL

10 CHILDRENS WAY SUITE 300
PITTSBURGH,PA15212 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

READING READY PITTSBURGH

PO BOX 81111
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

REBUILD LOCAL NEWS

198 MAPLE STREET
BROOKLYN,NY11225 		N/A PC UNRESTRICTED/ GENERAL USE 83,333

REFED INC

4602 21ST STREET 1531
LONG ISLAND CITY,NY11101 		N/A PC UNRESTRICTED/ GENERAL USE 1,250,000

ROADRUNNER FOOD BANK

5840 OFFICE BLVD NE
ALBURQUERQUE,NM87109 		N/A PC UNRESTRICTED/ GENERAL USE 150,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		N/A PC UNRESTRICTED/ GENERAL USE 1,000,000

SIMMONS UNIVERSITY

300 THE FENWAY
BOSTON,MA02115 		N/A PC UNRESTRICTED/ GENERAL USE 1,000,000

SOUTH HILLS INTERFAITH MOVEMENT

5301 PARK AVE
BETHEL PARK,PA15102 		N/A PC UNRESTRICTED/ GENERAL USE 225,000

SPLASH

7511 GREENWOOD AVE N UNIT 4203
SEATTLE,WA98103 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

SPOTLIGHT PA

PO BOX 11728
HARRISBURG,PA17108 		N/A PC UNRESTRICTED/ GENERAL USE 434,000

STEAMSHIP HISTORICAL SOCIETY OF AMERICA

2500 POST ROAD
WARWICK,RI02886 		N/A PC UNRESTRICTED/ GENERAL USE 150,000

STEEL CITY SQUASH

140 TREES HALL
PITTSBURGH,PA15261 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

THE BRANCH

2609 MURRAY AVENUE SUITE 201
PITTSBURGH,PA15217 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

THE GROUNDTRUTH PROJECT INC

10 GUEST STREET
BOSTON,MA02135 		N/A PC UNRESTRICTED/ GENERAL USE 250,000

THE NEIGHBORHOOD ACADEMY

709 NORTH AIKEN AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

TRACE MEDIA INC

PO BOX 24532
BROOKLYN,NY11202 		N/A PC UNRESTRICTED/ GENERAL USE 125,000

TREE PITTSBURGH

32 62ND STREET
PITTSBURGH,PA15201 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

UNION FOR REFORM JUDAISM

2027 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		N/A PC UNRESTRICTED/ GENERAL USE 1,075,000

UNIVERSITY OF PITTSBURGH

128 NORTH CRAIG STREET
PITTSBURGH,PA15260 		N/A PC UNRESTRICTED/ GENERAL USE 175,000

VILLAGE CAPITAL

1321 UPLAND DR PMB 11155
HOUSTON,TX77043 		N/A PC UNRESTRICTED/ GENERAL USE 800,000

VILLAGEREACH

210 S HUDSON ST SUITE 307
SEATTLE,WA98124 		N/A PC UNRESTRICTED/ GENERAL USE 350,000

VITA IMPACT

359 MEADOWVIEW WAY
LEWISVILLE,TX75056 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

WAY TO RISE

1825 K STREET NW SUITE 315
WASHINGTON,DC20036 		N/A PC UNRESTRICTED/ GENERAL USE 125,000

WASTE AND RESOURCES ACTION PROGRAMME

SECOND FLOOR BLENHEIM COURT 19
GEORGE STREET
BANBURY OXON    
UK 		N/A PC UNRESTRICTED/ GENERAL USE 500,000

WESTMORELAND COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

145 PAVILION LANE
YOUNGWOOD,PA15697 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

WINCHESTER THURSTON SCHOOL

555 MOREWOOD AVENUE
PITTSBURGH,PA15213 		N/A PC UNRESTRICTED/ GENERAL USE 300,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

WORLD UNION FOR PROGRESSIVE JUDAISM

ONE WEST FOURTH ST SUITE 517A
NEW YORK,NY10012 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

WQED MULTIMEDIA

4802 FIFTH AVENUE
PITTSBURGH,PA15213 		N/A PC UNRESTRICTED/ GENERAL USE 25,000

FLOW THROUGH CONTRIBUTIONS

VARIOUS
VARIOUS,PA99999 		N/A PC UNRESTRICTED/ GENERAL USE 1,140
Total .................................right arrow 3a 25,443,473
bApproved for future payment

ACLU FOUNDATION
125 BROAD STREET 18TH FL
NEW YORK,NY10004 		N/A PC UNRESTRICTED/ GENERAL USE 3,000,000

SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		N/A PC UNRESTRICTED/ GENERAL USE 4,000,000

SPOTLIGHT PA
PO BOX 11728
HARRISBURG,PA17108 		N/A PC UNRESTRICTED/ GENERAL USE 666,000

GROW PITTSBURGH
6587 HAMILTON AVENUE 2W
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 200,000

TRACE MEDIA INC
PO BOX 24532
BROOKLYN,NY11202 		N/A PC UNRESTRICTED/ GENERAL USE 125,000

COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION
808 RIDGE AVENUE
PITTSBURGH,PA15212 		N/A PC UNRESTRICTED/ GENERAL USE 125,000

UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STREET
PITTSBURGH,PA15260 		N/A PC UNRESTRICTED/ GENERAL USE 125,000

MONTE AZUL INC
PO BOX 531
MARICAO,PR00606 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

RE-PLATE INC
PO BOX 11338
OAKLAND,CA94611 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

LITERACY PITTSBURGH
411 SEVENTH AVENUE SUITE 525
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

WESTMORELAND COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
145 PAVILION LANE
YOUNGWOOD,PA15697 		N/A PC UNRESTRICTED/ GENERAL USE 100,000

PUBLICSOURCE
1936 FIFTH AVENUE
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 166,000

REBUILD LOCAL NEWS
198 MAPLE STREET
BROOKLYN,NY11225 		N/A PC UNRESTRICTED/ GENERAL USE 166,000

ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION
6101 PENN AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

OPEN FIELD
6401 PENN AVENUE FLOOR 3
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

SOUTH HILLS INTERFAITH MOVEMENT
5301 PARK AVE
BETHEL PARK,PA15102 		N/A PC UNRESTRICTED/ GENERAL USE 75,000

PENNSYLVANIA RESOURCES COUNCIL
828 W NORTH AVENUE
PITTSBURGH,PA15233 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STREET
PITTSBURGH,PA15260 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

HUMAN SERVICES CENTER CORPORATION
519 PENN AVENUE
TURTLE CREEK,PA15145 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEIGHBORHOOD LEARNING ALLIANCE
5429 PENN AVENUE
PITTSBURGH,PA15206 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

PITTSBURGH PROMISE
1901 CENTRE AVE STE 204
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 50,000

NEIGHBORHOOD ALLIES
429 FOURTH AVE 1900
PITTSBURGH,PA15219 		N/A PC UNRESTRICTED/ GENERAL USE 30,000

BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH
3000 BROWNSVILLE RD SUITE C
PITTSBURGH,PA15227 		N/A PC UNRESTRICTED/ GENERAL USE 25,000
Total ................................. right arrow 3b 9,503,000
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 6,697,134  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -576  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 16,931,516  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFLOW THROUGH ACTIVITIES UBTI 		523940 91,818 01    
bADJ FOR NET UBTI 523940   01 -91,818  
cOTHER INVESTMENT LOSSES     01 -144,156  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 91,818 23,392,100 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
23,483,918
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICES 928,899 696,674   232,225

TY 2024 AllOthProgRltdInvestmentsSch
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Name of Stock End of Year Book Value End of Year Fair Market Value
51,715 SH ACCENTURE PLC 3,785,558 18,192,820
116,410 SH ALPHABET INC CL A 2,574,219 22,036,413
117,235 SH ALPHABET INC CL C 2,546,149 22,326,233
29,500 SH COSTCO WHOLESALE CORP 4,535,382 27,029,965
94,375 SH FASTENAL COMPANY 1,700,355 6,786,506
30,885 SH FISERV, INC. 4,695,533 6,344,397
30,645 SH HOME DEPOT INC 5,645,898 11,920,599
70,945 SH PNC FIN'L SERVICES 6,001,942 13,681,743
142,815 SH SCHWAB CHARLES CORP NEW 4,495,272 10,569,738
77,105 SH T ROWE PRICE GROUP INC 5,821,579 8,719,804
69,590 SH TJX COMPANIES INC 6,534,827 8,407,168
59,750 SH TRACTOR SUPPLY CO 2,601,260 3,170,335
20,445 SH UNITEDHEALTH GROUP INC 1,785,729 10,342,308
47,885 SH VISA INC. CLASS A SHS 4,195,126 15,133,575
9,916 SH AERCAP HOLDINGS N.V. (AER) 541,684 948,960
13,544 SH ALCOA CORP (AA) 517,489 511,692
2,396 SH ALPHABET INC CL A (GOOGL) 62,472 453,563
5,322 SH ALPHABET INC CL C (GOOG) 188,934 1,013,522
10,783 SH AMAZON COM INC (AMZN) 767,796 2,365,682
3,260 SH AON PLC CL A (AON) 843,104 1,170,862
92,692 SH BAYER AG SPON ADR (BAYRY) 947,816 463,460
4,316 SH CAPITAL ONE FINANCIAL CORP (COF) 370,354 769,629
821 SH CHARTER COMMUNICATIONS INC (CHTR) 245,769 281,414
25,027 SH COMCAST CORP (NEW) CLASS A (CMCSA) 984,201 939,263
14,835 SH CONOCOPHILLIPS (COP) 1,550,506 1,471,187
1,283 SH DISCOVER FINCL SVCS (DFS) 159,343 222,254
1,249 SH ELEVANCE HEALTH INC (ELV) 489,388 460,756
1,620 SH GE VERNOVA INC (GEV) 239,352 532,867
2,053 SH HILTON WORLDWIDE HLDGS INC (HLT) 136,500 507,419
2,635 SH HUMANA INC (HUM) 885,741 668,526
6,246 SH LIBERTY BROADBAND CORP S-C (LBRDK) 597,056 466,951
15,350 SH LONDON STK EXCHANGE GROUP ADR (LNSTY) 512,726 542,362
2,482 SH META PLATFORMS INC CL A (META) 416,911 1,453,236
2,601 SH MICROSOFT CORP (MSFT) 119,438 1,096,322
99,864 SH PROSUS N V SPONSORED ADR (PROSY) 687,438 793,120
9,009 SH SAFRAN SA (SAFRY) 323,245 494,657
3,946 SH SAP AG (SAP) 539,487 971,545
15,163 SH SHELL PLC ADR (SHEL) 828,987 949,962
4,496 SH TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 423,849 887,915
1,866 SH UNITEDHEALTH GP INC (UNH) 503,292 943,935
1,929 SH VISA INC CL A (V) 436,245 609,641
7,870 SH WELLS FARGO & CO NEW (WFC) 297,547 552,789
3,589 SH WOODWARD INC COM (WWD) 420,716 597,281
4,456 SH WORKDAY INC CL A (WDAY) 1,032,491 1,149,782
14,145 SH SPDR BLOOMBERG 1,297,115 1,293,277
10,494 SH ACCEL ENTERTAINMENT INC 107,742 112,077
11,490 SH ADTRAIN HOLDINGS INC COM 99,047 95,712
14,767 SH ADVANCED EMISSIONS SOLUTIONS 86,273 111,786
6,675 SH ALIGNMENT HEALTHCARE INC COM 77,776 75,094
6,032 SH ARHAUS INC COM CL A 63,047 56,701
1,649 SH ASTRANA HEALTH INC 57,663 51,993
1,528 SH ATI INC 95,282 84,101
600 SH AXSOME THERAPEUTICS INC 56,804 50,766
1,220 SH BLACKBAUD INC 90,356 90,182
2,353 SH CALIX NETWORKS INC 87,060 82,049
1,760 SH CARPENTER TECHNOLOGY CORP 61,168 298,690
226 SH CHART INDS INC 33,213 43,130
2,316 SH CHEESECAKE FACTORY INC 78,172 109,871
32,481 SH DOCGO INC 172,156 137,719
2,961 SH DRAFTKINGS INC NEW 33,687 110,149
1,432 SH DYNATRACE INC 34,220 77,829
7,725 SH EMERALD HOLDING INC 40,541 37,235
1,616 SH ENCOMPASS HEALTH CORPORATION 116,203 149,238
1,998 SH GEN RESTAURENT GROUP CL A COM 23,976 14,945
9,739 SH GRID DYNAMICS HOLDINGS INC 101,602 216,595
2,205 SH GXO LOGISTICS INCORPORATED COMMON 121,092 95,918
461 SH HANOVER INS GROUP INC 58,215 71,298
1,745 SH HEALTHEQUITY INC 139,179 167,433
14,033 SH INDIE SEMICONDUCTOR INC CLASS A COM 60,783 56,834
2,180 SH INTRA CELLULAR THERAPIES INC 123,944 182,074
2,366 SH JEFFERIES FINANCIAL GROUP INC COM 87,203 185,494
2,824 SH KRATOS DEFENSE & SECURITY 50,832 74,497
13,098 SH KURA ONCOLOGY INC 143,789 114,084
2,355 SH LANTHEUS HOLDINGS INC 156,400 210,678
259 SH LENSAR INC W I 1,823 2,315
12,401 SH MAGNITE INC COM 124,479 197,424
11,288 SH MATRIX SERVICE CO 59,759 135,117
6,230 SH MAXLINEAR INC CLASS A 97,364 123,229
10,272 SH NPK INTERNATIONAL INC COM SHS 69,440 78,786
2,011 SH OSCAR HEALTH INC CL A 35,829 27,028
1,460 SH PEGASYSTEMS INC 107,209 136,072
10,123 SH PERMIAN RESOURCES CORP CLASS A 146,134 145,569
946 SH PINNACLE FINANCIAL PARTNERS 55,460 108,213
396 SH PIPER SANDLER CO 59,672 118,780
6,434 SH PORTILLOS INC COM CL A 57,382 60,480
1,623 SH POTBELLY CORP 14,688 15,289
2,387 SH PRIMORIS SERVICES CORP 60,541 182,367
2,202 SH RINGCENTRAL INC CLASS A 77,926 77,092
2,057 SH SHIFT4 PMTS INC CL A 153,695 213,475
4,470 SH SHIMMICK CORPORATION 31,290 11,577
3,720 SH SM ENERGY CO 76,661 144,187
1,485 SH STERLING INFRASTRUCTURE INC 35,794 250,148
1,019 SH STEWART INFORMATION SVCS CORP 62,268 68,772
1,470 SH STIFEL FINL CORP 95,062 155,938
5,227 SH TEARWULF INC COM 40,483 29,585
2,169 SH THE LOVESAC CO 57,345 51,319
2,197 SH THIRD COAST BANCSHARES INC COM 71,390 74,588
585 SH UNIVERSAL DISPLAY CORP COM 82,192 85,527
1,922 SH URBAN OUTFITTERS INC 70,966 105,479
6,310 SH VERITEX HOLDINGS INC 127,030 171,380
13,887 SH ZETA GLOBAL HOLDINGS CORP CL A 102,834 249,827
9,844 SH BIT DIGITAL INC SHS 38,777 28,843
1,935 SH BITDEER TECHNOLOGIES GROUP CL A ORD 22,145 41,931
1,602 SH COPA HOLDINGS SA CL A 103,441 140,784
17,788 SH FERROGLOBE PLC 73,797 67,594
20,954 SH GENIUS SPORTS LIMITED SHS 101,529 181,252
7,656 SH IMAX CORP 133,891 195,994
1,568 SH SHARKNINJA INC 74,971 152,660
5,348 SH SPORTRADAR GROUP AG CLASS A ORD SHS 73,621 92,734
3,080 SH VERONA PHARMA PLC A D R 32,464 143,035
3,277 SH WNS HLDGS LTD COM SHS 165,022 155,297
5,742 SH PURECYCLE TECHNOLOGIES INC 0 19,722
5,773 SH RESERVOIR MEDIA INC 16,840 8,371
3,372 SH ADEIA INC COM 40,293 47,143
597 SH AGREE REALTY CORP 35,456 42,059
676 SH AMERIS BANCORP 33,714 42,297
2,091 SH AMKOR TECHNOLOGY INC COM 59,300 53,718
640 SH ANDERSONS INC 30,741 25,933
3,533 SH ARLO TECHNOLOGIES INC 41,308 39,534
975 SH ATLANTIC UNION BANKSHARES CO 36,447 36,933
325 SH AXSOME THERAPEUTICS INC 24,421 27,498
1,606 SH CADENCE BANK COM 42,234 55,327
889 SH CALERES INC 29,478 20,589
593 SH CARPENTER TECHNOLOGY CORP 17,246 100,638
1,320 SH CASTLE BIOSCIENCES INC 28,372 35,178
1,171 SH CHEESECAKE FACTORY INC 40,756 55,552
527 SH COLUMBUS MCKINNON CORPORATION 21,188 19,625
3,380 SH CRESCENT ENERGY COMPANY CL A COM 40,675 49,382
5,131 SH DYNEX CAPITAL INC 62,266 64,907
1,105 SH ENCOMPASS HEALTH CORPORATION 58,465 102,047
1,663 SH GETTY RLTY CORP NEW 45,294 50,106
5,646 SH GLOBAL MEDICAL REIT INC 46,597 43,587
1,039 SH GRANITE CONSTRUCTION INC 33,716 91,131
1,456 SH HOME BANCSHARES INC 31,523 41,205
260 SH INGREDION INC 27,789 35,766
314 SH INTERDIGITAL INC 17,604 60,828
1,532 SH JEFFERIES FINANCIAL GROUP INC COM 55,044 120,109
440 SH LANTHEUS HOLDINGS INC 29,894 39,362
1,206 SH LAZARD INC COM 45,630 62,085
2,500 SH LXP INDUSTRIAL TRUST 25,065 20,300
10,277 SH MANNKIND CORP 26,945 66,081
528 SH MAXIMUS INC 43,321 39,415
1,203 SH ORIGIN BANCORP INC 37,383 40,048
568 SH PINNACLE FINANCIAL PARTNERS 29,258 64,974
1,003 SH PRIMORIS SERVICES CORP 25,181 76,629
679 SH PROSPERITY BANCSHARES INC 41,428 51,163
737 SH RILEY EXPLORATION PERMIAN INC COM 20,215 23,525
1,304 SH SEACOAST BANKING CORP FI 26,832 35,899
1,302 SH SHOE CARNIVAL INC 47,981 43,070
1,035 SH SMARTFINANCIAL INC 24,203 32,064
806 SH STAG INDUSTRIAL INC 28,437 27,259
791 SH STEWART INFORMATION SVCS CORP 36,531 53,385
756 SH STIFEL FINL CORP 46,818 80,196
2,521 SH VERITEX HOLDINGS INC 46,343 68,470
1,747 SH WESBANCO INC 53,130 56,847
3,236 SH XENIA HOTELS RESORTS INC 47,427 48,087
665 SH COPA HOLDINGS SA CL A 41,182 58,440
6,840 SH FERROGLOBE PLC 29,011 25,992
2,342 SH GOLAR LNG LTD 53,261 99,113
4,974 SH HUDBAY MINERALS INC 39,944 40,289
2,579 SH NAVIGATOR HOLDINGS LTD 27,607 39,588
476 SH SHARKNINJA INC 23,935 46,343
1,189 SH SILICON MOTION TECHNOLOGY CORP A D R 68,406 64,265
2,200 SH AMERICAN EXPRESS COMPANY 171,886 652,936
2,000 SH AMPCO PITTSBURGH CORP 6,345 4,180
1,000 SH APA CORP 33,407 23,090
1,000 SH APA CORP 21,145 23,090
300 SH ASTEC INDUSTRIES INC 14,920 10,080
700 SH ASTEC INDUSTRIES INC 24,730 23,520
400 SH ASTEC INDUSTRIES INC 12,343 13,440
946 SH AT&T INC 20,655 21,540
3,000 SH ATLANTA BRAVES HOLDINGS INC 77,203 122,400
1,000 SH ATLANTA BRAVES HOLDINGS INC 24,170 40,800
3,300 SH BANK NEW YORK MELLON CORP 140,217 253,539
1,500 SH BANK OF AMERICA CORP 43,300 65,925
7,300 SH BAUSCH HEALTH COS INC 106,461 58,838
675 SH BERKLEY W R CORPORATION 9,604 39,501
1,300 SH BROWN-FORMAN CORP CL A 52,426 48,997
600 SH BUNGE GLOBAL SA 28,372 46,656
5,000 SH CNH INDUSTRIAL NV 40,288 56,650
3,000 SH CNH INDUSTRIAL NV 28,049 33,990
3,000 SH CNH INDUSTRIAL NV 26,595 33,990
4,000 SH CNH INDUSTRIAL NV 28,401 45,320
3,000 SH COCA-COLA COMPANY 120,420 186,780
2,200 SH CRANE CO NEW 86,044 333,850
2,000 SH CRANE NXT CO 40,418 116,440
1,000 SH CURTISS-WRIGHT CORP 70,650 354,870
1,000 SH DANA INC 14,695 11,560
800 SH DUCOMMUN INC 44,394 50,928
800 SH DUCOMMUN INC 43,960 50,928
400 SH DUCOMMUN INC 20,816 25,464
1,000 SH EDGEWELL PERS CARE CO 50,917 33,600
1,000 SH EDGEWELL PERS CARE CO 44,478 33,600
1,000 SH EDGEWELL PERS CARE CO 31,386 33,600
500 SH EDGEWELL PERS CARE CO 13,579 16,800
600 SH ENERGIZER HLDGS INC 29,216 20,934
300 SH ENERGIZER HLDGS INC 14,079 10,467
1,100 SH ENERGIZER HLDGS INC 37,875 38,379
1,000 SH ENERGIZER HLDGS INC 28,237 34,890
1,000 SH ENERGIZER HLDGS INC 27,501 34,890
300 SH ENPRO INC 13,784 51,735
1,000 SH ENPRO INC 45,711 172,450
1,535 SH ENTAIN PLC 14,819 13,186
500 SH ENTAIN PLC 5,232 4,295
2,400 SH FORTUNE BRANDS INNOVATIONS INC 94,587 163,992
2,000 SH FOX CORP CL B 80,450 91,480
1,000 SH FOX CORP CL B 36,239 45,740
1,000 SH FOX CORP CL B 30,496 45,740
1,000 SH FOX CORP CL B 28,753 45,740
2,500 SH GATX CORP 136,500 387,400
1,500 SH GENERAL MILLS INC 82,545 95,655
1,000 SH GENERAL MILLS INC 45,180 63,770
2,200 SH GENUINE PARTS CO COM 195,052 256,872
500 SH GENUINE PARTS CO COM 50,369 58,380
500 SH GOLDEN ENTERTAINMENT INC 15,442 15,800
4,000 SH GRAGO INCORPORATED COM 94,853 337,160
1,000 SH GRAHAM CORP 13,724 44,470
1,000 SH GRAHAM CORP 9,252 44,470
1,700 SH GRIFFON CORP 26,605 121,159
30,000 SH GRUPO TELEVISA SA DE CV GLOBAL DEP RCPT 158,927 50,400
1,000 SH HALLIBURTON COMPANY 28,947 27,190
800 SH HERC HLDGS COM 26,235 151,464
1,000 SH HERC HLDGS COM 25,847 189,330
1,500 SH HEWLETT PACKARD ENTERPRISE CO 21,577 32,025
2,000 SH HEWLETT PACKARD ENTERPRISE CO 29,400 42,700
300 SH HEXCEL CORP NEW 18,995 18,810
50 SH HYSTER-YALE MATERIAL HANDLING INC-CLASS A 4,009 2,547
150 SH HYSTER-YALE MATERIAL HANDLING INC-CLASS A 9,718 7,640
300 SH HYSTER-YALE MATERIAL HANDLING INC-CLASS A 13,146 15,279
400 SH HYSTER-YALE MATERIAL HANDLING INC-CLASS A 17,883 20,372
800 SH HYSTER-YALE MATERIAL HANDLING INC-CLASS A 24,934 40,744
500 SH INNOVEX INTL INC 12,726 6,985
500 SH INNOVEX INTL INC 8,520 6,985
200 SH INNOVEX INTL INC 2,563 2,794
2,000 SH INTERPUBLIC GRP CO INC 40,020 56,040
1,500 SH ITT INC 62,745 214,320
1,000 SH IVECO GRP NV IVCGF 6,036 9,590
600 SH IVECO GRP NV IVCGF 4,202 5,754
600 SH IVECO GRP NV IVCGF 3,984 5,754
800 SH IVECO GRP NV IVCGF 4,255 7,672
800 SH J M SMUCKER CO 84,248 88,096
200 SH J M SMUCKER CO 21,056 22,024
400 SH J M SMUCKER CO 47,639 44,048
1,500 SH JPMORGAN CHASE & CO 96,690 359,565
200 SH KEYSIGHT TECHS INC 20,134 32,126
1,000 SH KINNEVIK AB 19,691 6,250
500 SH KINNEVIK AB 8,550 3,125
1,020 SH LENNAR CORP CL B 37,770 134,793
2,000 SH LIBERTY GLOBAL LTO 29,817 25,520
450 SH M & T BANK CORP 53,307 84,605
200 SH M & T BANK CORP 18,881 37,602
2,000 SH MADISON SQUARE GARDEN ENTMT CORP NEW CL A 43,897 71,200
1,000 SH MADISON SQUARE GARDEN SPORTS CORP 135,793 225,680
2,000 SH MAPLE LEAF FOODS INC COM NEW 37,340 28,200
1,000 SH MAPLE LEAF FOODS INC COM NEW 17,880 14,100
500 SH MAPLE LEAF FOODS INC COM NEW 7,054 7,050
553 SH MARINE PRODUCTS CORP 3,346 5,071
1,500 SH MASTERBRAND INC 8,293 21,915
1,000 SH MATTHEWS INTL CORP CL A 21,805 27,680
1,200 SH MGM RESORTS INTERNATIONAL 35,850 41,580
800 SH MGM RESORTS INTERNATIONAL 22,991 27,720
10,500 SH MILLICOM INTL CELLULAR 272,617 262,605
2,800 SH MODINE MANUFACTURING CO 19,488 324,604
2,000 SH MUELLER INDUSTRIES INC 34,160 158,720
2,000 SH MUELLER INDUSTRIES INC 26,196 158,720
1,000 SH MUELLER INDUSTRIES INC 11,914 79,360
1,200 SH MUELLER WATER PRODUCTS INC 15,669 27,000
1,800 SH MUELLER WATER PRODUCTS INC 21,543 40,500
3,000 SH MYERS INDUSTRIES INC 50,820 33,120
1,900 SH NATIONAL FUEL GAS CO 119,643 115,292
300 SH NATIONAL FUEL GAS CO 13,472 18,204
1,000 SH NATIONAL FUEL GAS CO 43,093 60,680
300 SH NATIONAL FUEL GAS CO 17,965 18,204
1,600 SH NORTHERN TRUST CORP 116,896 164,000
4,250 SH OLLANAMI S A B 5,738 7,236
11,300 SH PARAMOUNT GLOBAL CL A 458,765 251,990
1,200 SH PATTERSON COMPANIES INC 27,892 37,032
300 SH PATTERSON COMPANIES INC 7,422 9,258
1,500 SH PERRIGO CO PLC 56,257 38,565
500 SH PERRIGO CO PLC 15,915 12,855
2,500 SH PFIZER INCORPORATED 66,938 66,325
1,600 SH PNC FINANCIAL SERVICES GROUP 150,048 308,560
250 SH POST HOLDINGS INC 7,229 28,615
4,600 SH RYMAN HOSPITALITY PPTYS 248,446 479,964
1,500 SH SINCLAIR INC CL A 49,207 24,210
500 SH SINCLAIR INC CL A 10,320 8,070
1,000 SH SINCLAIR INC CL A 18,844 16,140
500 SH SINCLAIR INC CL A 16,505 8,070
1,500 SH SINCLAIR INC CL A 22,472 24,210
1,200 SH SINCLAIR INC CL A 14,928 19,368
1,000 SH SONY GROUP CORP NEW ADR 10,344 21,160
1,000 SH SONY GROUP CORP NEW ADR 10,453 21,160
2,000 SH SPHERE ENTERTAINMENT CO 37,850 80,640
1,500 SH STATE STR CORP 114,555 147,225
1,550 SH STATE STR CORP 90,209 147,225
500 SH STATE STR CORP 27,519 49,075
500 SH STRATTEC SEC CORP 10,291 20,600
400 SH SUNRISE ADR COMMUNICATIONS AG SER A 22,651 17,232
2,500 SH TEGNA INC 39,233 45,725
2,200 SH TELEPHONE & DATA SYS INC 64,020 75,042
800 SH TELEPHONE & DATA SYS INC 13,599 27,288
2,000 SH TEXTRON INC 109,658 152,980
2,000 SH TEXTRON INC 93,453 152,980
500 SH TEXTRON INC 17,022 38,245
600 SH THE CAMPBELL'S COMPANY 25,035 25,128
1,000 SH TRATON SE 32,425 28,000
500 SH TRATON SE 12,762 14,000
500 SH TRATON SE 7,662 14,000
1,000 SH TRATON SE 18,811 28,000
25,000 SH TREDEGAR CORPORATION 243,487 192,000
1,300 SH TRINITY INDUSTRIES INC 29,697 45,630
2,500 SH TRIUMPH GROUP INC 35,687 46,650
2,000 SH TXNM ENERGY INC 96,770 98,340
2,500 SH UNITED STATES CELLULAR CORP 95,800 156,800
200 SH UNITED STATES CELLULAR CORP 8,175 12,544
228 SH WARNER BROS DISCOVERY INC SER A 5,175 2,410
772 SH WARNER BROS DISCOVERY INC SER A 9,408 8,160
1,500 SH WARNER BROS DISCOVERY INC SER A 14,710 15,855
4,500 SH WARNER BROS DISCOVERY INC SER A 38,794 47,565
2,000 SH WELLS FARGO & CO NEW 109,680 140,480
1,000 SH WELLS FARGO & CO NEW 27,860 70,240
1,000 SH WELLS FARGO & CO NEW 24,510 70,240
5,500 SH WIDEOPENWEST INC 38,907 27,280
1,500 SH WIDEOPENWEST INC 5,895 7,440
300 SH WYNN RESORTS LTD 33,776 25,848
200 SH WYNN RESORTS LTD 22,785 17,232
700 SH WYNN RESORTS LTD 58,814 60,312
200 SH WYNN RESORTS LTD 17,646 17,232
1,600 SH XYLEM INC 57,344 185,632
200 SH ZIMMER BIOMET HOLDINGS INC 22,927 21,126
20 SH ZIMVIE INC 541 279
2,180 SH ZIMVIE INC 37,189 30,411
300 SH ZIMVIE INC 4,252 4,185
2,225 SH ALPHABET INC 176,837 421,188
1,600 SH AMAZON.COM INC 166,518 351,024
500 SH AMGEN INC 154,921 130,320
3,000 SH APOLLO GLOBAL MANAGEMENT INC 316,684 495,480
3,000 SH BALCKSTONE INC 64,102 517,260
1,200 SH CINTAS CORP 116,086 219,240
1,250 SH EATON CORP PLC 198,672 414,838
175 SH GOLDMAN SACHS GROUP INC/THE 103,917 100,209
1,500 SH INTERNATIONAL BUSINESS MACHINES CORP 265,250 329,745
625 SH INTUIT INC 154,340 392,813
600 SH INTUITIVE SURGICAL INC 231,574 313,176
1,028 SH MICROSOFT CORP 151,254 433,302
6,450 SH NVIDIA CORP 88,460 866,171
90 SH O'REILLY AUTOMOTIVE INC 111,399 106,722
2,000 SH QUANTA SERVICES INC 235,585 632,100
750 SH ROPER TECHNOLOGIES INC 405,744 389,888
900 SH THERMO FISHER SCIENTIFIC INC 139,876 468,207
2,000 SH VANGUARD HIGH DIVIDENT YIELD ETF 210,189 255,180
500 SH WASTE MANAGEMENT INC 112,068 100,895
1,500 SH ZOETIS INC 146,788 244,395
450 SH ECOLAB INC 99,306 105,444
3,000 SH SPDR S&P BIOTECH ETF 274,177 270,180
1,105 SH ACCENTURE PLC 215,440 388,728
5,250 SH ISHARES FLEXIBLE INCOME ACTIVE ETF 277,214 273,105
259,913 SH LORD ABBETT SHORT DURATION INCOME FUND 1,000,000 1,003,264
1,500 SH PIMCO DYNAMIC INCOME FUND 29,281 27,510
4,000 SH PIMCO DYNAMIC INCOME STRATEGY FUND 101,903 104,520
59,853 SH PIMCO INCOME FUND 683,279 629,657
625,000 SH UNITIED STATES TREASURY NOTE/BOND 621,606 624,363
5,000 SH CLG WILLIAM & MARY VA CLG REVE PREREFUNDED-TXBLE-REF-SER B 5,000 4,334
95,000 SH CLG WILLIAM & MARY VA CLG REVE UNREFUNDED-TXBLE-REF-SER B 95,000 82,893
95,000 SH COLORADO ST HSG & FIN AUTH ST TXBL-CLASS I BOND-SER N-1 95,000 98,710
100,000 SH ILLINOIS ST HSG DEV AUTH REVEN TXBL-REF-SUSTAINABLE BOND-SER 100,000 99,195
100,000 SH ILLINOIS ST HSG DEV AUTH REVEN TXBL-SUSTAINABLE BONDS-REF-SER 101,706 100,577
35,000 SH MARYLAND ST CMNTY DEV ADMIN DE TXBL-REF-RESIDENTIAL-SER A 34,445 34,635
40,000 SH MARYLAND ST CMNTY DEV ADMIN DE TXBL-REF-RSDL-SER A 40,264 37,163
15,000 SH MARYLAND ST CMNTY DEV ADMIN DE TXBL-REF-RSDL-SER A 15,027 14,967
35,000 SH MICHIGAN ST HSG DEV AUTH RENTA TXBL-REF-RENTAL HOUSING REVEN 35,000 30,392
95,000 SH MINNESOTA ST HSG FIN AGY TXBL-SER H 95,000 96,753
130,000 SH NEW JERSEY ST HSG & MTGE FIN A TXBL-REF-SER C 131,082 129,385
17,000 SH OHIO ST HSG FIN AGY SF MTGE RE TXBL-REF-SER 16,264 14,067
20,000 SH SOUTH DAKOTA ST HSG DEV AUTH S TXBL-REF-MTGE SER 20,033 19,766
300,000 SH ALLEGION US HOLDING CO INC 276,838 289,266
200,000 SH AMERICAN EXPRESS CO VARIABLE 199,044 204,344
100,000 SH AMERICAN TOWER CORP 3.8 99,599 94,738
100,000 SH AMERICAN TOWER CORP 5 99,622 99,433
25,000 SH AMERICAN UNIVERSITY/THE 24,938 23,699
100,000 SH AMGEN INC 99,826 100,728
100,000 SH ATHENE HOLDING LTD 99,962 97,555
100,000 SH AUTOZONE INC 100,929 99,434
50,000 SH BANK OF AMERICA CORP VARIABLE 50,000 48,666
100,000 SH BANK OF AMERICA CORP VARIABLE 100,000 97,772
150,000 SH BANK OF NEW YORK MELLON CORP 150,000 153,986
50,000 SH CITIGROUP INC 50,000 41,692
75,000 SH CROWN CASTLE INC 74,931 74,924
100,000 SH CROWN CASTLE INC 99,332 97,481
100,000 SH CVS HEALTH CORP 99,643 97,681
200,000 SH ENTERPRISE PRODUCTS OPERATING LLC 200,282 195,219
100,000 SH ENTERPRISE PRODUCTS OPERATING LLC 99,400 96,783
100,000 SH FIFTH THIRD BANCORP VARIABLE 100,000 98,633
100,000 SH GOLDMAN SACHS GROUP INC/THE VARIABLE 100,000 99,406
100,000 SH JACOBS ENGINEERING GROUP INC 101,184 104,108
75,000 SH JPMORGAN CHASE & CO 75,000 67,088
100,000 SH MARTIN MARIETTA MATERIALS INC 99,266 98,185
200,000 SH MCCORMICK & CO INC 190,178 193,931
100,000 SH MOODY'S CORP 99,193 97,875
200,000 SH MORGAN STANLEY 200,782 198,434
100,000 SH MORGAN STANLEY VARIABLE 5.32 100,000 98,361
100,000 SH MORGAN STANLEY VARIABLE 5.656 100,000 101,796
100,000 SH ONEOK INC 99,679 95,636
100,000 SH ORACLE CORP 107,307 107,580
50,000 SH O'REILLY AUTOMOTIVE INC 49,891 48,491
75,000 SH PNC FINANCIAL SERVICES GROUP INC/THE VARIABLE 75,000 72,995
50,000 SH PNC FINANCIAL SERVICES GROUP INC/THE VARIABLE 50,000 54,578
100,000 SH PRINCETON THEOLOGICAL SEMINARY 103,691 99,720
100,000 SH QUANTA SERVICES INC 99,409 97,784
100,000 SH REVVITY INC 99,670 92,253
100,000 SH ROCHE HOLDINGS INC 100,000 97,770
250,000 SH ROPER TECHNOLOGIES INC 243,875 246,118
100,000 SH SOTHERN CO/THE 99,852 95,432
75,000 SH US BANCORP VARIABLE 75,000 77,537
100,000 SH VERISK ANALYTICS INC 99,317 98,775
75,000 SH VERIZON COMMUNICATIONS INC 74,692 64,630
50,000 SH VULCAN MATERIALS CO 49,945 49,861
100,000 SH WELLTOWER OP LLC 99,519 87,043
200,000 SH ZOETIS INC 198,304 193,877
100,000 SH BANK OF AMERICA CORP VARIABLE 89,500 100,243
114,473 SH PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND 1,183,650 1,055,439
699 SH ABB LTD -SPONS ADR 19,583 37,539
410 SH ABB LTD -SPONS ADR 12,142 22,021
566 SH ABB LTD -SPONS ADR 15,957 30,400
82 SH ADIDAS AG-SPON 7,688 9,985
158 SH ADIDAS AG-SPON 15,351 19,240
270 SH AIA GROUP LTD 6,893 7,781
319 SH AIA GROUP LTD 7,994 9,194
991 SH AIA GROUP LTD 40,963 28,561
116 SH AIA GROUP LTD 5,102 3,343
1,155 SH AIR LIQUIDE ADR 30,733 37,249
884 SH AIRBUS SE 32,129 35,214
467 SH AIRBUS SE 15,864 18,603
54 SH AIRBUS SE 1,696 2,151
549 SH AMADEUS IT GROUP SA ADR UNSPONSORED ADR 29,319 38,726
261 SH AMADEUS IT GROUP SA ADR UNSPONSORED ADR 17,653 18,411
302 SH AMADEUS IT GROUP SA ADR UNSPONSORED ADR 21,990 21,303
299 SH ANHEUSER BUSCH INBEV 23,531 14,971
25 SH ANHEUSER BUSCH INBEV 1,500 1,252
534 SH ANHEUSER BUSCH INBEV 34,615 26,737
119 SH ASHTEAD GROUP PLC 38,243 29,096
16 SH ASML HOLDING NV 4,654 11,089
20 SH ASML HOLDING NV 11,015 13,862
21 SH ASML HOLDING NV 11,505 14,555
38 SH ASML HOLDING NV 24,217 26,337
22 SH ASML HOLDING NV 14,908 15,248
57 SH ASTRAZENECA PLC SPON ADR 1,918 3,735
246 SH ASTRAZENECA PLC SPON ADR 7,133 16,118
746 SH ASTRAZENECA PLC SPON ADR 37,255 48,878
175 SH ASTRAZENECA PLC SPON ADR 8,469 11,466
5 SH B&M EUROPEAN VALUE ADR RETAIL SA 129 91
20 SH B&M EUROPEAN VALUE ADR RETAIL SA 664 363
500 SH B&M EUROPEAN VALUE ADR RETAIL SA 16,895 9,075
329 SH BAE SYSTEMS PLACE 19,714 18,806
406 SH BAE SYSTEMS PLACE 26,467 23,207
19 SH BEIGENE LTD SPON 5,381 3,509
74 SH BEIGENE LTD SPON 13,107 13,669
266 SH BHP BILLITON LTD SPON ADR 15,546 12,989
652 SH BP PLC SPONS ADR BP 23,018 19,273
313 SH BP PLC SPONS ADR BP 12,593 9,252
376 SH BRITISH AMERN TOB PLC SPON ADR 14,976 13,656
23 SH BRITISH AMERN TOB PLC SPON ADR 797 835
292 SH BRITISH AMERN TOB PLC SPON ADR 12,004 10,605
265 SH CANADIAN NATL RY CO 29,141 26,900
191 SH CANADIAN NATL RY CO 24,307 19,388
500 SH CAPGEMINI SE UNSPON ADR 17,653 16,230
477 SH CAPGEMINI SE UNSPON ADR 18,156 15,483
746 SH CAPGEMINI SE UNSPON ADR 28,770 24,215
1,271 SH CARLSBERG AS-B 37,234 24,238
46 SH CARLSBERG AS-B 1,570 877
1,093 SH CHUGAI PHARMACEUTICAL CO 26,221 24,013
110 SH DAIICHI SANKYO CO LTD 2,320 3,002
336 SH DAIICHI SANKYO CO LTD 7,274 9,169
382 SH DAIICHI SANKYO CO LTD 12,109 10,425
1,162 SH DAIICHI SANKYO CO LTD 34,523 31,711
76 SH DAIKIN INDUSTRIES LTD 1,696 888
1,039 SH DAIKIN INDUSTRIES LTD 18,089 12,136
1,214 SH DAIKIN INDUSTRIES LTD 16,996 14,180
2,043 SH DANONE SPONSORED ADR 24,016 27,356
278 SH DBS GROUP HOLDINGS 19,296 35,577
225 SH DBS GROUP HOLDINGS 17,077 28,827
1,970 SH DEUTSCHE BANK AG 31,138 33,589
330 SH DNB BANK ASA 4,002 6,567
389 SH DNB BANK ASA 6,992 7,741
851 SH DNB BANK ASA 15,675 16,935
60 SH DNB BANK ASA 1,178 1,194
90 SH DSV A/S UNSP ADR 2,327 9,558
182 SH DSV A/S UNSP ADR 10,243 19,328
182 SH DSV A/S UNSP ADR 13,839 19,328
1,761 SH ENGIE SPON 23,282 27,901
929 SH ENGIE SPON 14,555 14,719
1,381 SH EPIROC AKTIEBOLAG 29,837 23,974
1,101 SH EPIROC AKTIEBOLAG 19,906 19,113
849 SH EPIROC AKTIEBOLAG 15,095 14,739
11 SH ESSILOR INTL-SPONSORED 825 1,327
7 SH ESSILOR INTL-SPONSORED 450 845
433 SH ESSILOR INTL-SPONSORED 33,426 52,250
215 SH ESSILOR INTL-SPONSORED 17,133 25,944
214 SH EVOLUTION AB 19,335 16,446
59 SH FERRARI NV NEW 24,858 25,066
538 SH FUJITSU LTD ADR NEW FJTSY 7,626 9,447
1,094 SH FUJITSU LTD ADR NEW FJTSY 16,601 19,211
687 SH GENMAB A/S SPON ADR 14,958 14,338
443 SH GENMAB A/S SPON ADR 13,250 9,245
124 SH GIVAUDAN-UNSPON-ADR 5,253 10,798
42 SH GIVAUDAN-UNSPON-ADR 1,775 3,657
137 SH GIVAUDAN-UNSPON-ADR 7,875 11,930
280 SH GIVAUDAN-UNSPON-ADR 17,200 24,382
87 SH HERMES INTERNATIONAL-ADR 6,456 20,796
3 SH HERMES INTERNATIONAL-ADR 264 717
92 SH HERMES INTERNATIONAL-ADR 8,197 21,991
219 SH HITACHI LTDADR 10 COM 5,087 10,832
475 SH HITACHI LTDADR 10 COM 12,828 23,494
515 SH HITACHI LTDADR 10 COM 18,803 25,472
817 SH HONG KONG EXCHANGES AND CLEARING LTD- UNSPON ADR 25,270 30,662
156 SH HOYA CORPORATION SPONSORED ADR 19,547 19,344
128 SH IBERDROLA SA-SPONSORED 5,201 7,058
7 SH IBERDROLA SA-SPONSORED 330 386
373 SH IBERDROLA SA-SPONSORED 17,671 20,567
1,043 SH IMPERIAL BRANDS PLC ADR 25,220 33,428
232 SH INDUSTRIA DE DISENO TEXTILE INDITEX SA 3,654 5,918
2,236 SH INDUSTRIA DE DISENO TEXTILE INDITEX SA 24,695 57,040
131 SH ITOCHU CORP ADR 9,887 12,911
279 SH ITOCHU CORP ADR 22,292 27,498
308 SH ITOCHU CORP ADR 27,360 30,356
117 SH KEYENCE CORP 42,306 47,414
264 SH LOREAL CO ADR 18,215 18,588
256 SH LOREAL CO ADR 18,369 18,025
239 SH LOREAL CO ADR 22,116 16,828
789 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 11,381 28,159
272 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 4,020 9,708
1,481 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 36,233 52,857
133 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 4,036 4,747
197 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 5,907 7,031
36 SH LVMH MOET HENNESSY LOUIS VUITTON 4,564 4,705
59 SH LVMH MOET HENNESSY LOUIS VUITTON 7,299 7,711
174 SH LVMH MOET HENNESSY LOUIS VUITTON 34,531 22,740
175 SH LVMH MOET HENNESSY LOUIS VUITTON 21,463 22,871
174 SH MARUBENI CORP 32,271 26,156
222 SH MTU AERO ENGINES AG UNSPON ADR 21,476 36,781
3,814 SH MUENCHENER ADR RUECK-UNSPON 39,475 38,216
476 SH NATIONAL GRID PLC ADR 31,666 28,284
4,705 SH NATWEST GRP PLC ADR 39,001 47,850
114 SH NESTLES A REG ADR 12,143 9,314
112 SH NESTLES A REG ADR 10,516 9,150
221 SH NESTLES A REG ADR 26,884 18,056
248 SH NESTLES A REG ADR 26,982 20,262
50 SH NETEASE.INC 6,293 4,461
97 SH NETEASE.INC 11,034 8,653
591 SH NITORI HLDGS CO LTD 11,636 6,997
849 SH NITORI HLDGS CO LTD 15,944 10,052
562 SH NOMURA RESH INSTL ADR LTD 14,472 16,512
441 SH NOMURA RESH INSTL ADR LTD 12,520 12,957
403 SH NOMURA RESH INSTL ADR LTD 12,497 11,840
673 SH NOVO NORDISK A S ADR 19,426 57,891
222 SH NOVO NORDISK A S ADR 12,520 19,096
312 SH NOVO NORDISK A S ADR 16,550 26,838
1,770 SH RECRUIT HOLDINGS CO ADR LTD 9,403 24,727
1,049 SH RECRUIT HOLDINGS CO ADR LTD 11,938 14,655
146 SH RECRUIT HOLDINGS CO ADR LTD 1,985 2,040
901 SH RECRUIT HOLDINGS CO ADR LTD 5,622 12,587
736 SH RELX PLC ADR 21,103 33,429
724 SH RELX PLC ADR 28,632 32,884
7,062 SH ROLLS ROYCE HOLDING PLC 28,742 50,241
2,085 SH ROLLS ROYCE HOLDING PLC 12,864 14,833
2,579 SH ROYAL KPN N V 7,711 9,284
5,508 SH ROYAL KPN N V 19,362 19,829
529 SH SAFRAN SA-UNSPON ADR 9,292 28,831
309 SH SAFRAN SA-UNSPON ADR 5,367 16,841
973 SH SAFRAN SA-UNSPON ADR 37,866 53,029
249 SH SAFRAN SA-UNSPON ADR 6,478 13,571
41 SH SAP SE-SPONSORED ADR 5,474 10,095
178 SH SAP SE-SPONSORED ADR 26,122 43,825
1 SH SAP SE-SPONSORED ADR 148 246
243 SH SAP SE-SPONSORED ADR 31,757 59,829
193 SH SAP SE-SPONSORED ADR 44,261 47,519
1,029 SH SHIN-ETSU CHEMICAL ADR 11,260 16,991
1,223 SH SHIN-ETSU CHEMICAL ADR 17,423 20,196
257 SH SHOPIFY INC CL A 7,376 27,327
964 SH SIKA AG-BR ADR 23,281 22,741
799 SH SIKA AG-BR ADR 23,770 18,848
9 SH SMC CORP/JAPAN 2,984 3,465
3 SH SMC CORP/JAPAN 1,031 1,155
81 SH SMC CORP/JAPAN 38,070 31,185
30 SH SPOTIFY TECHNOLOGY S A 13,754 13,421
1,634 SH STRAUMANN HOLDING AG ADR 13,023 20,343
5 SH STRAUMANN HOLDING AG ADR 110 62
661 SH SUZUKI MOTOR CORP ADR 30,796 29,765
372 SH TAIWAN SEMICONDUCTOR MGF CO LTD ADR 21,619 73,466
18 SH TAIWAN SEMICONDUCTOR MGF CO LTD ADR 2,042 3,555
135 SH TAIWAN SEMICONDUCTOR MGF CO LTD ADR 15,834 26,661
665 SH TDK CORP ADR 4,650 8,618
1,250 SH TDK CORP ADR 9,730 16,200
1,550 SH TDK CORP ADR 11,938 20,088
49 SH TENCENT HOLDINGS LTD-UNSP ADR 2,517 2,606
627 SH TENCENT HOLDINGS LTD-UNSP ADR 30,068 33,344
61 SH TENCENT HOLDINGS LTD-UNSP ADR 4,813 3,244
952 SH TERUMO CORP-UNSPON ADR 16,370 18,564
240 SH TFI INTERNATIONAL INC 10,317 32,422
1 SH TFI INTERNATIONAL INC 107 135
28 SH TFI INTERNATIONAL INC 2,888 3,783
135 SH TOKYO ELECTRON LTD-UNSPN ADR 7,856 10,191
288 SH TOKYO ELECTRON LTD-UNSPN ADR 20,624 21,741
260 SH TOTALENERGIES SE ADR 11,149 14,170
9 SH TOTALENERGIES SE ADR 447 491
355 SH TOTALENERGIES SE ADR 19,956 19,348
88 SH TOTALENERGIES SE ADR 4,614 4,796
219 SH TOTALENERGIES SE ADR 12,011 11,936
411 SH TOTALENERGIES SE ADR 26,133 22,400
218 SH TOTALENERGIES SE ADR 14,298 11,881
2,382 SH UNICHARM CORP SPONSORED ADR 16,198 9,599
1,177 SH UNICREDIT SPA UNSPON ADR 18,138 23,516
1,479 SH UNICREDIT SPA UNSPON ADR 30,336 29,550
23,226 SH FEDERATED HERMES GOVERNMENT OBLIGATIONS 23,226 23,226
38,570 SH FEDERATED HERMES GOVERNMENT OBLIGATIONS 38,570 38,570
30,920 SH FEDERATED HERMES GOVERNMENT OBLIGATIONS 30,920 30,920
3,084 SH FEDERATED HERMES GOVERNMENT OBLIGATIONS 3,084 3,084
1,098 SH ABBOTT LABORATORIES CMN (ABT) 75,832 124,192
540 SH ABBVIE INC CMN (ABBV) 85,585 95,958
1,690 SH ALPHABET INC. CMN CLASS A (GOOGL) 122,831 319,917
723 SH AMETEK INC (NEW) CMN (AME) 62,001 130,328
482 SH ANALOG DEVICES INC. CMN (ADI) 90,513 102,406
1,111 SH APPLE INC. CMN (AAPL) 60,447 278,217
454 SH ARMSTRONG WORLD INDUSTRIES INC CMN (AWI) 54,992 64,164
1,862 SH BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) 97,492 105,315
2,216 SH BROADCOM INC. CMN (AVGO) 69,941 513,757
1,161 SH CARRIER GLOBAL CORPORATION CMN (CARR) 50,071 79,511
224 SH CHARTER COMMUNICATIONS, INC. CMN (CHTR) 90,710 76,780
665 SH CHEVRON CORPORATION CMN (CVX) 44,809 96,319
391 SH CME GROUP INC. CMN CLASS A (CME) 66,232 93,070
1,965 SH COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 80,323 73,746
692 SH CONOCOPHILLIPS CMN (COP) 70,511 68,626
203 SH CONSTELLATION ENERGY CORP CMN (CEG) 52,483 45,413
2,071 SH CSX CORPORATION CMN (CSX) 69,110 66,831
479 SH DANAHER CORPORATION CMN (OHR) 67,238 110,084
774 SH EDISON INTERNATIONAL CMN (EIX) 52,365 61,796
342 SH ELECTRONIC ARTS CMN (EA) 35,063 50,035
98 SH EQUINIX INC REIT (EQIX) 62,191 92,403
607 SH FEDEX CORPORATION CMN (FOX) 157,443 171,605
1,398 SH FREEPORT-MCMORAN INC CMN (FCX) 73,503 53,236
546 SH GE AEROSPACE CMN (GE) 74,256 91,220
440 SH GE VERNOVA LLC CMN (GEV) 108,683 144,839
546 SH HEICO CORPORATION (NEW) CMN (HEI) 108,555 129,806
854 SH HILTON WORLDWIDE HOLDINGS INC CMN (HLT) 76,502 211,075
352 SH HONEYWELL INTL INC CMN (HON) 60,868 79,513
868 SH INGERSOLL RAND INC CMN (IR) 86,073 78,519
613 SH ITT INC. CMN (ITT) 57,064 87,585
272 SH JACK HENRY & ASSOC INC CMN (JKHY) 22,832 47,682
1,074 SH JPMORGAN CHASE & CO CMN (JPM) 111,472 257,449
192 SH KLA CORP CMN (KLAC) 55,743 120,983
536 SH MARSH & MCLENNAN CO INC CMN (MMC) 118,603 113,852
230 SH MASTERCARD INCORPORATED CMN CLASS A (MA) 81,388 121,111
162 SH META PLATFORMS INC-CLASS A CMN CLASS A (META) 76,983 94,853
716 SH MICROSOFT CORPORATION CMN (MSFT) 47,445 301,794
353 SH NORTHROP GRUMMAN CORP CMN (NOC) 134,147 165,659
1,223 SH PHILIP MORRIS INTL INC CMN (PM) 112,334 148,839
129 SH REGENERON PHARMACEUTICAL INC CMN (REGN) 114,826 91,891
226 SH S&P GLOBAL INC CMN (SPGI) 97,399 112,555
63 SH SAIA INC CMN (SAIA) 33,006 28,711
850 SH SEMPRA ENERGY CMN (SAE) 61,379 75,089
94 SH SERVICENOW INC CMN (NOW) 49,758 99,651
687 SH STATE STREET CORPORATION (NEW) CMN (STT) 50,756 67,429
67 SH TRANSDIGM GROUP INCORPORATED CMN (TOG) 15,064 84,908
533 SH UNITED AIRLINES HOLDINGS INC CMN (UAL) 50,825 51,754
257 SH UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 59,142 130,006
523 SH VISA INC. CMN CLASS A (V) 43,566 165,289
317 SH BEIGENE, LTD. SPONSORED ADA CMN (BGNE) 57,767 58,553
1,870 SH ABB LTD SPONSORED ADA CMN (ABBNY) 44,062 101,253
316 SH ACCENTURE PLC CMN CLASS A (ACN) 100,378 111,166
390 SH ADIDAS AG ADA CMN (ADDYY) 34,519 47,815
4,198 SH AIA GROUP LIMITED SPONSORED ADA CMN SERIES (AAGIY) 116,556 121,704
2,854 SH AIR LIQUIDE SA ADA CMN (AIQUY) 100,212 92,749
3,261 SH AIRBUS S.E. ADA CMN (EADSY) 70,284 130,665
1,972 SH AMADEUS IT GROUP SA ADA CMN (AMADY) 118,151 139,265
4,553 SH AMERICA MOVIL, S.A.B. DE C.V. ADA CMN (AMX) 71,423 65,153
1,562 SH ANHEUSER-BUSCH INBEV SPONSORED ADA CMN (BUD) 81,653 78,209
366 SH AON PUBLIC LIMITED COMPANY CMN (AON) 50,552 131,453
198 SH ASML HOLDING N.V. ADA CMN (ASML) 21,574 137,230
3,188 SH ASTRAZENECA PLC SPONS ADA SPONSORED ADA CMN (AZNI 124,276 208,878
2,699 SH BP P.L.C. SPONSORED ADA CMN (BP) 93,412 79,782
2,215 SH BRITISH AMERICAN TOBACCO PLC SPONS ADA (BTI) 78,047 82,073
3,843 SH CARLSBERG A/S SPONSORED ADA CMN (CABGY) 77,439 73,640
1,953 SH DAIICHI SANKYO CO LTD SPONSORED ADR CMN (DSNKY) 62,144 54,082
4,529 SH DAIKIN INDUSTRIES LTD UNSPONSORED ADR CMN (DKILY) 73,261 53,773
9,247 SH DANONE SPONSORED ADA CMN (DANDY) 113,363 124,705
840 SH DBS GROUP HOLDINGS SPONSORED ADR CMN (DBSDY) 88,772 107,681
3,336 SH DNB BANK ASA SPONSORED ADR CMN (DNBBY) 56,672 66,647
5,989 SH ENGIE SPONSORED ADA CMN (ENGIY) 82,973 94,950
3,772 SH EPIROC AB ADR CMN (EPOKY) 77,324 65,735
1,071 SH ESSILOR INTERNATIONAL SA ADA CMN (ESLOYI 66,161 130,643
6,035 SH FUJITSU LTD ADA (5 COM) ADA CMN (FJTSY) 91,949 107,501
2,369 SH GENMAB A/S SPONSORED ADA CMN (GMAB) 54,466 49,441
885 SH GIVAUDAN SA ADA CMN (GVDNY) 57,888 77,461
495 SH HERMES INTERNATIONAL UNSPONSORED ADA CMN (HESAY) 33,036 119,019
1,890 SH HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR CMN (HKXCY) 58,444 71,727
5,794 SH INDUSTRIA DE DISENO TEXTIL, S. ADA CMN (IDEXY) 85,198 148,912
196 SH KEYENCE CORPORATION CMN NON OTC ELIGIBLE (KYCCF) 36,061 79,429
23,992 SH KONINKLIJKE KPN NV SPONSORED ADR CMN (KKPNY) 65,700 87,331
1,307 SH LOREAL CO (ADR) ADR CMN (LRLCY) 67,099 92,532
224 SH LINDE PLC CMN (LIN) 73,147 93,782
4,996 SH LONDON STOCK EXCHANGE GROUP PL ADR CMN (LNSTY) 123,688 176,524
540 SH LVMH MOET HENNESSY LOUIS VUITTON SA ADA CMN 44,717 71,070
67 SH MERCADOLIBRE, INC. CMN (MELI) 74,886 113,929
1,064 SH NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGO SHS) 89,113 87,914
1,531 SH NOMURA RESEARCH INSTITUTE, LTD ADA CMN (NRILY) 41,061 45,387
2,714 SH NOVO-NORDISK A/SADA ADA CMN (NVO) 50,316 233,458
15,532 SH ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN (RYCEY) 87,890 110,603
559 SH ROYAL CARIBBEAN GROUP ISIN: LR0008862868 (RCL) 23,933 129,263
1,637 SH RYANAIR HOLDINGS PLC SPONSORED ADR CMN (RYMY) 55,446 71,357
3,979 SH SAFRAN SA SPONSORED ADR CMN (SAFRY) 73,480 218,475
852 SH SAP SE (SPON ADA) (SAP) 114,063 209,771
5,787 SH SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADA CMN 51,033 97,505
2,687 SH SIKA AG ADA CMN (SXYAY) 75,925 63,983
168 SH SMC CORPORATION CMN NON OTC ELIGIBLE (SMECF) 48,340 64,680
1,140 SH TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 57,902 225,693
1,737 SH TC ENERGY CORP CMN (TRP) 71,750 81,568
3,077 SH TOTALENERGIES SE SPONSORED ADR CMN (TTE) 163,780 169,583
2,658,838 SH MEDRESPOND, INC. SERIES A-1 & A-2 PREFERRED STOCK 205,725 100
2,957,789 SH MEDRESPOND, INC. COMMON STOCK 1 0
US BLOCK STOCK 1 0
648,198 SH EOS 4,816,423 3,331,738

TY 2024 InvestmentsOtherSchedule2
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AXIOM ASIA PRIVATE CAPITAL FUND FMV 493,598 1,108
AXIOM ASIA 6, LP FMV 1,692,863 1,866,398
COMMONFUND CAPITAL EMERGING MARKETS II LP FMV 1,415,336 2,232,019
FRAMTIDEN HOLDINGS LLC FMV 11,314,834 15,798,019
HARBERT GROWTH PARTNERS V, LP FMV 1,115,846 1,544,853
HARBERT POWER FUND V FMV 20,774 455,592
HARBERT VENTURE PARTNERS III, LP FMV 695,026 409,850
HARBERT INFRASTRUCTURE FUND VI, LP FMV 1,395,869 1,891,701
INCLINE ASCENT FUND A LP FMV 1,267,458 1,608,140
KELLY ROOFING HOLDINGS LLC FMV 639,897 606,319
MDME HOLDINGS LLC FMV 45,749 0
PENINSULA-KCG, LP FMV 227,498 768,594
SYNERGY IOM HOLDINGS LLC FMV 400,000 418,066
WJA ALTERNATIVE IN STRAT I SERIES I-2-AURELIUS FMV 147,349 121,941
WJA ALTERNATIVE IN STRAT I SERIES I-7 D KEMPNER FMV 687,147 617,096
FERNWOOD ASSOCIATES (WJ&A #7 - 5) FMV 1,045,548 1,114,398
SANDALWOOD FUND (WJA, SERIES I-9) FMV 265,436 287,540
WJA ALTERNATIVE INV STRAT I SERIES I-24 FMV 299,627 278,641

TY 2024 OtherExpensesSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT INTEREST EXPENSE FLOW THROUGH'S 24,646 24,646   0
NON DEDUCTIBLE EXPENSES 18,703 0   0
PAYROLL SERVICES 1,824 0   1,824
OTHER DEDUCTIONS 49,417 -105   49,522
GROSS RENTAL LOSS 576 576   0


TY 2024 OtherIncomeSchedule2
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FLOW THROUGH ACTIVITIES UBTI 91,818   91,818
ADJ FOR NET UBTI -91,818   -91,818
OTHER INVESTMENT LOSSES -144,156 -144,156 -144,156


TY 2024 OtherIncreasesSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Description Amount
PRIOR YEAR ADJUSTMENTS 214,495


TY 2024 OtherProfessionalFeesSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,981,382 1,981,382   0
OTHER PROFESSIONAL FEES 41,630 0   41,630


TY 2024 TaxesSchedule
Name:
POSNER FOUNDATION OF PITTSBURGH
EIN:
25-6055022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PA REGISTRATION FEE 15 0   15
FOREIGN TAX WITHHELD ON DIVIDENDS 106,353 106,353   0
RECLAIMABLE FOREIGN TAXES 8,727 8,727   0
FOREIGN TAXES-FLOW THROUGH'S 2,420 2,420   0
FEDERAL TAXES 410,000 0   0
PAYROLL TAXES 31,605 0   31,605