Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BERGER EDWIN L-CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address) BNY MELLON NA PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

27-6136306
B Telephone number (see instructions)

2129226129
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,882,094J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 141,961 141,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,600
b Gross sales price for all assets on line 6a 2,195,546
7 Capital gain net income (from Part IV, line 2)... 120,600
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........ 262,561 262,561  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,258 40,355   26,903
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,352 1,496   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
253 3   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,863 41,854 0 27,153
25 Contributions, gifts, grants paid....... 292,000 292,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 375,863 41,854 0 319,153
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -113,302
b Net investment income (if negative, enter -0-) 220,707
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 254,663 96,437 96,437
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,838,217 Click to see attachment
List of Attached Documents:
// Content
4,884,071 		6,785,657
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,092,880 4,980,508 6,882,094
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,092,880 4,980,508
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)..... 5,092,880 4,980,508
30 Total liabilities and net assets/fund balances (see instructions). 5,092,880 4,980,508
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
5,092,880
2
Enter amount from Part I, line 27a .....................
2
-113,302
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
941
4
Add lines 1, 2, and 3 ..........................
4
4,980,519
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
11
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,980,508
Form 990-PF (2025)
Form 990-PF (2025)
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 192. ALLSTATE CORP   2022-11-15 2025-01-10
b 111. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 66. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 212. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 210. E Q T CORP   2024-12-13 2025-01-10
108. HUBBELL INC COM   2024-08-27 2025-01-10
430. NEWMONT CORPORATION   2023-12-14 2025-01-10
175. PINDUODUO INC-ADR   2024-10-31 2025-01-10
28. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
78. BIO-TECHNE CORP   2024-02-21 2025-01-13
16. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
47. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
134. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
105. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
62. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
51. CONSTELLATION ENERGY   2023-09-25 2025-02-21
72. GE VERNOVA LLC   2024-08-08 2025-03-10
50. APPLE INC   2024-07-23 2025-03-12
197. CME GROUP INC   2019-03-04 2025-03-12
160. CONOCOPHILLIPS   2024-03-20 2025-03-17
400. E Q T CORP   2024-03-20 2025-03-17
290. E Q T CORP   2024-12-13 2025-03-17
540. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
273. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
135. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
510. US BANCORP DEL   2024-10-24 2025-04-10
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
6. HUBSPOT INC   2023-06-30 2025-04-14
340. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
160. SANOFI   2023-12-14 2025-04-15
380. SANOFI   2023-12-14 2025-04-16
540. INGERSOLL RAND INC   2024-02-21 2025-04-25
220. CHEWY INC - CLASS A   2023-09-25 2025-04-29
45. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
100. DEXCOM INC   2025-01-15 2025-05-23
9. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
128. ALPHABET INC/CA-CL A   2023-07-31 2025-05-29
178. CONOCOPHILLIPS   2024-08-01 2025-06-04
85. CONOCOPHILLIPS   2024-03-20 2025-06-04
143. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
90. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
194. ALPHABET INC/CA-CL A   2023-04-14 2025-06-24
580. GENERAL MOTORS CO   2024-03-20 2025-06-30
4304.636 BNY MELLON M/C MULTI-STRATEGY FUND   2019-02-20 2025-07-01
192. 3M CO   2024-07-23 2025-07-02
131. ALPHABET INC/CA-CL A   2023-04-14 2025-07-14
61. AMAZON COM INC   2024-08-28 2025-07-14
45. AMAZON COM INC   2024-03-20 2025-07-14
6. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
13. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
11. HUBSPOT INC   2023-06-30 2025-07-14
23. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
46. NVIDIA CORP   2023-11-10 2025-07-14
74. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
146. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
23. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
174. ZOETIS INC   2024-01-08 2025-07-21
.4 CHEVRON CORPORATION   2025-04-03 2025-07-28
270. METLIFE INC   2024-10-04 2025-07-30
350. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
530. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
59. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
170. BLOCK INC   2023-06-30 2025-08-06
26. GE VERNOVA LLC   2024-08-08 2025-08-11
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
484. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
115. DANAHER CORP   2023-07-31 2025-08-27
55. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
71. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
200. DOMINION ENERGY INC   2024-04-09 2025-09-04
32. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
26. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
77. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
34. GE VERNOVA LLC   2024-08-08 2025-09-09
580. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
290. DEXCOM INC   2025-01-15 2025-09-26
199. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
21. DANAHER CORP   2025-03-17 2025-10-08
164. DANAHER CORP   2023-07-31 2025-10-08
1561.483 BNY MELLON M/C MULTI-STRATEGY FUND   2019-02-20 2025-10-13
890. AT&T INC   2022-10-27 2025-10-21
2. MICROSOFT CORPORATION   2024-02-21 2025-10-22
23. MONGODB INC   2024-11-26 2025-10-22
690. AT&T INC   2022-10-27 2025-10-23
953. KENVUE INC   2024-03-20 2025-10-24
677. KENVUE INC   2024-03-20 2025-10-27
80. COMERICA INC   2025-07-31 2025-10-30
118. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
160. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-08-07 2025-11-19
35. CUMMINS ENGINE INC   2025-09-18 2025-11-19
14. IDEXX LABS INC   2025-07-21 2025-11-19
80. NEWMONT CORPORATION   2025-02-06 2025-11-19
86. ATLASSIAN CORP   2025-04-25 2025-11-21
127. BIONTECH SE-ADR   2025-04-14 2025-11-21
55. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
139. CHEVRON CORPORATION   2025-04-03 2025-11-21
250. CITIGROUP INC   2025-07-31 2025-11-21
81. MONGODB INC   2024-11-26 2025-11-21
200. NEWMONT CORPORATION   2025-02-06 2025-11-21
139. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
20. BLOCK INC   2025-10-22 2025-11-21
280. BLOCK INC   2023-06-30 2025-11-21
73. BIONTECH SE-ADR   2025-04-14 2025-11-24
37. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
65. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
4887.241 BNY MELLON M/C MULTI-STRATEGY FUND   2024-12-12 2025-12-11
12730.404 BNY MELLON M/C MULTI-STRATEGY FUND   2013-05-14 2025-12-11
21. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
89. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
27. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
1987.578 G Q G PART EMERG MKTS EQ-INST   2023-12-22 2025-12-29
289.62 BNY MELLON INTERNATIONAL-M   2025-12-11 2025-12-29
574.435 BNY MELLON INTERNATIONAL-M   2023-12-14 2025-12-29
896.593 BNY MELLON INTL EQTY-Y   2015-03-20 2025-12-29
4667.444 BNY MELLON DEVELOPED MARKETS REAL   2014-11-12 2025-12-29
1438.849 TCW EMERGING MARKETS INCOME FUND-I   2021-11-18 2025-12-29
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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 34,389   25,332 9,057
b 18,994   22,211 -3,217
c 11,293   8,989 2,304
d 15,567   15,107 460
e 10,315   9,550 765
45,518   44,263 1,255
16,782   17,759 -977
16,614   21,137 -4,523
14,113   15,308 -1,195
5,879   5,558 321
8,256   8,747 -491
24,251   24,655 -404
33,101   37,457 -4,356
23,766   24,580 -814
14,033   16,343 -2,310
14,509   5,688 8,821
19,487   12,665 6,822
10,833   11,221 -388
50,306   39,837 10,469
15,963   19,457 -3,494
20,539   13,493 7,046
14,891   13,188 1,703
39,621   26,627 12,994
20,202   31,265 -11,063
19,284   22,064 -2,780
18,974   24,690 -5,716
2,649   1,802 847
3,228   3,191 37
14,066   21,866 -7,800
8,110   7,775 335
19,397   18,270 1,127
40,457   47,814 -7,357
8,162   4,006 4,156
12,156   22,092 -9,936
8,425   8,111 314
1,545   1,464 81
21,971   17,120 4,851
15,343   19,301 -3,958
7,327   10,337 -3,010
24,544   9,426 15,118
15,503   5,932 9,571
32,497   24,286 8,211
28,478   24,460 4,018
65,000   83,663 -18,663
29,572   20,013 9,559
23,736   14,242 9,494
13,751   10,434 3,317
10,144   7,928 2,216
2,863   2,163 700
2,386   857 1,529
5,963   5,851 112
11,945   9,809 2,136
7,582   2,471 5,111
7,859   7,717 142
15,506   9,545 5,961
11,901   9,546 2,355
25,691   31,236 -5,545
62   59 3
20,164   22,690 -2,526
7,923   13,963 -6,040
11,684   17,236 -5,552
10,304   3,889 6,415
12,930   11,240 1,690
16,920   4,574 12,346
965   738 227
50,219   31,643 18,576
23,549   26,436 -2,887
7,463   19,477 -12,014
9,411   25,142 -15,731
11,711   9,893 1,818
7,833   6,192 1,641
6,276   5,031 1,245
18,375   14,900 3,475
20,538   5,981 14,557
26,489   28,404 -1,915
19,437   23,521 -4,084
30,747   20,246 10,501
4,303   4,480 -177
33,607   36,537 -2,930
24,000   26,373 -2,373
23,094   16,236 6,858
1,045   798 247
7,380   7,746 -366
16,946   12,307 4,639
14,264   19,381 -5,117
10,141   13,741 -3,600
6,204   5,445 759
17,717   19,964 -2,247
12,130   11,268 862
1,516   601 915
16,575   15,146 1,429
9,601   7,287 2,314
7,100   3,592 3,508
12,115   19,807 -7,692
12,252   12,920 -668
17,079   22,743 -5,664
20,845   20,368 477
24,280   23,738 542
25,708   27,279 -1,571
16,417   8,981 7,436
20,088   15,782 4,306
1,205   1,525 -320
16,867   18,512 -1,645
7,010   7,426 -416
9,590   7,668 1,922
16,806   13,470 3,336
77,658   73,553 4,105
202,286   183,043 19,243
5,421   4,435 986
22,860   17,948 4,912
6,821   5,365 1,456
35,876   32,000 3,876
5,028   4,955 73
9,972   7,927 2,045
15,000   18,138 -3,138
40,000   44,063 -4,063
10,000   11,224 -1,224
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
      10,502
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       9,057
b       -3,217
c       2,304
d       460
e       765
      1,255
      -977
      -4,523
      -1,195
      321
      -491
      -404
      -4,356
      -814
      -2,310
      8,821
      6,822
      -388
      10,469
      -3,494
      7,046
      1,703
      12,994
      -11,063
      -2,780
      -5,716
      847
      37
      -7,800
      335
      1,127
      -7,357
      4,156
      -9,936
      314
      81
      4,851
      -3,958
      -3,010
      15,118
      9,571
      8,211
      4,018
      -18,663
      9,559
      9,494
      3,317
      2,216
      700
      1,529
      112
      2,136
      5,111
      142
      5,961
      2,355
      -5,545
      3
      -2,526
      -6,040
      -5,552
      6,415
      1,690
      12,346
      227
      18,576
      -2,887
      -12,014
      -15,731
      1,818
      1,641
      1,245
      3,475
      14,557
      -1,915
      -4,084
      10,501
      -177
      -2,930
      -2,373
      6,858
      247
      -366
      4,639
      -5,117
      -3,600
      759
      -2,247
      862
      915
      1,429
      2,314
      3,508
      -7,692
      -668
      -5,664
      477
      542
      -1,571
      7,436
      4,306
      -320
      -1,645
      -416
      1,922
      3,336
      4,105
      19,243
      986
      4,912
      1,456
      3,876
      73
      2,045
      -3,138
      -4,063
      -1,224
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 120,600
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 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 3,068
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 3,068
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 3,068
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,764
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 10,764
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,696
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,534 Refunded 11 6,162
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NY
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-6129

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
BNY MELLON N A TRUSTEE
1 		67,258    
PO BOX 185
PITTSBURGH,PA152300185
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
6,375,407
b
Average of monthly cash balances.......................
1b
166,737
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,542,144
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
6,542,144
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,132
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,444,012
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
322,201
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
322,201
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,068
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,068
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
319,133
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
319,133
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
319,133
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, line 26, column (d) ..........
1a
319,153
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
319,153
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 319,133
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 20,526
e From 2024...... 61,403
f Total of lines 3a through e ........ 81,929
4Qualifying distributions for 2025 from Part
XI, line 4: $ 319,153
a Applied to 2024, but not more than line 2a 0
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 2025 distributable amount..... 319,133
e Remaining amount distributed out of corpus 20
5 Excess distributions carryover applied to 2025. 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 81,949
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		81,949
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 20,526
d Excess from 2024 .... 61,403
e Excess from 2025 .... 20
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AMERICA-ISRAEL CULTURE FOUNDATION

1140 BROADWAY 304
NEW YORK,NY10001 		NONE   GENERAL OPERATING 25,000

BIRTHRIGHT ISRAEL

711 THIRD AVENUE
NEW YORK,NY10017 		NONE   GENERAL OPERATING 25,000

RED ROVER

1419 21ST STREET
SACRAMENTO,CA95811 		NONE   GENERAL OPERATING 25,000

THE BLUE CARD

171 MADISON AVENUE SUITE 1405
NEW YORK,NY10016 		NONE   GENERAL OPERATING 25,000

SELFHELP COMMUNITY SERVICES INC

520 EIGHTH AVENUE 5TH FLOOR
NEW YORK,NY100186553 		NONE   GENERAL OPERATING 50,000

JEWISH NATIONAL FUND

42 EAST 69TH ST
NEW YORK,NY10021 		NONE   GENERAL OPERATING 25,000

LONG ISLAND FELINE ADOPTION CENTER

235 HORNIK RD
ENNIS,TX75119 		NONE   GENERAL OPERATING 10,000

PETS FOR THE ELDERLY FOUNDATION

200 PUBLIC SQUARE 3500
CLEVELAND,OH44114 		NONE   GENERAL OPERATING 25,000

PAWS OF WAR

127 SMITHTOWN BLVD
NESCONSET,NY11767 		NONE   GENERAL OPERATING 25,000

PASADENA HUMANE SOCIETY

361 SOUTH RAYMOND AVENUE
PASADENA,CA91105 		NONE   GENERAL OPERATING 25,000

ISRAEL GUIDE DOG CENTER

968 EASTON ROAD SUITE H
WARRINGTON,PA18976 		NONE   GENERAL OPERATING 32,000
Total ................................. 3a 292,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 141,961  
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 ............ 		    18 120,600  
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) ..   262,561  
13Total. Add line 12, columns (b), (d), and (e)..................
13
262,561
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsOtherSchedule2
Name:
BERGER EDWIN L-CHARITABLE TR
EIN:
27-6136306
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
02079K305 ALPHABET INC/CA-CL A AT COST 53,008 302,358
05569M871 BNY MELLON INTERNATI AT COST 133,698 195,759
023135106 AMAZON COM INC AT COST 89,175 235,436
929089100 VOYA FINANCIAL INC AT COST 27,931 38,735
594918104 MICROSOFT CORPORATIO AT COST 114,185 348,206
026874784 AMERICAN INTERNATION AT COST 7,038 23,099
037833100 APPLE INC AT COST 107,653 282,734
05569M509 BNY MELLON MID CAP S      
060505104 BANK OF AMERICA CORP AT COST 54,814 79,750
46625H100 J P MORGAN CHASE & C AT COST 29,823 96,988
91324P102 UNITED HEALTH GROUP AT COST 22,917 36,972
05569M368 BNY MELLON CORP BOND AT COST 578,743 567,484
05588F709 BNY MELLON DEVELOPED AT COST 153,608 152,109
05588D753 BNY MELLON INTL EQTY AT COST 184,537 173,659
05588E850 BNY MELLON HIGH YIEL AT COST 303,000 276,436
12572Q105 CME GROUP INC AT COST 20,391 31,404
G8994E103 TRANE TECHNOLOGIES P AT COST 2,259 36,196
87234N765 TCW EMERGING MARKETS AT COST 63,497 56,571
517834107 LAS VEGAS SANDS CORP AT COST 25,189 46,865
020002101 ALLSTATE CORP COM      
00206R102 AT&T INC AT COST 15,588 23,350
00771X419 G Q G PART EMERG MKT      
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 18,932 35,722
04621X108 ASSURANT INC AT COST 49,410 55,877
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 77,394 112,091
16679L109 CHEWY INC - CLASS A AT COST 16,885 30,737
17275R102 CISCO SYSTEMS INC AT COST 58,737 87,044
21037T109 CONSTELLATION ENERGY AT COST 15,949 50,518
22160N109 COSTAR GROUP INC AT COST 36,025 29,586
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 32,085 38,669
35671D857 FREEPORT-MCMORAN INC AT COST 43,265 49,266
443573100 HUBSPOT INC AT COST 34,572 26,085
452327109 ILLUMINA INC AT COST 33,785 29,773
46120E602 INTUITIVE SURGICAL I AT COST 17,954 27,185
464287234 ISHARES MSCI EMERGIN AT COST 32,032 44,589
56585A102 MARATHON PETROLEUM C AT COST 20,100 21,955
64110L106 NETFLIX COM INC AT COST 20,780 38,442
651639106 NEWMONT CORPORATION AT COST 15,717 34,948
67066G104 NVIDIA CORP AT COST 65,783 467,742
759916109 REPLIGEN CORP AT COST 28,352 29,659
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 32,589 38,615
G25508105 CRH PLC AT COST 21,275 47,424
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 42,630 49,480
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 24,934 24,812
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 29,728 31,419
254687106 WALT DISNEY CO/THE AT COST 52,503 52,789
26884L109 E Q T CORP AT COST 26,959 42,880
320517105 FIRST HORIZON NATL C AT COST 19,642 31,070
36828A101 GE VERNOVA LLC AT COST 6,674 24,836
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 46,359 56,215
38141G104 GOLDMAN SACHS GROUP AT COST 42,778 90,537
443201108 HOWMET AEROSPACE INC AT COST 20,763 64,581
443510607 HUBBELL INC COM AT COST 64,377 75,499
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 29,951 25,210
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 48,533 65,760
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 42,707 36,338
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 29,867 24,518
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
88579Y101 3M CO      
902973304 US BANCORP DEL      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 30,522 33,524
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 69,907 78,769
H01301128 ALCON INC AT COST 41,125 36,253
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 32,928 31,804
08265T208 BENTLEY SYSTEMS INC AT COST 27,290 22,517
11135F101 BROADCOM INC AT COST 91,559 121,481
126408103 C S X CORP AT COST 31,552 35,888
14040H105 CAPITAL ONE FINANCIA AT COST 26,673 36,112
14064D774 FULLTHALER BEH S/C G AT COST 125,000 118,817
147528103 CASEYS GENERAL STORE AT COST 27,998 27,636
200340107 COMERICA INC AT COST 26,456 33,903
231021106 CUMMINS ENGINE INC AT COST 21,364 25,523
247361702 DELTA AIR LINES INC AT COST 24,118 27,760
25659T107 DOLBY LABORATORIES I AT COST 32,223 26,330
260003108 DOVER CORPORATION AT COST 32,548 36,315
291011104 EMERSON ELECTRIC COM AT COST 36,582 36,100
30231G102 EXXON MOBIL CORP AT COST 61,159 64,262
30303M102 META PLATFORMS INC AT COST 110,565 104,294
345370860 FORD MOTOR CO DEL AT COST 22,589 27,290
444859102 HUMANA INC AT COST 52,529 50,201
45168D104 IDEXX LABS INC AT COST 18,738 24,355
464287804 ISHARES CORE S&P SMA AT COST 250,961 240,360
478160104 JOHNSON & JOHNSON AT COST 81,483 103,061
518439104 ESTEE LAUDER COMPANI AT COST 51,822 58,643
57636Q104 MASTERCARD INC AT COST 31,608 32,540
680223104 OLD REPUBLIC INTERNA AT COST 36,702 36,968
717081103 PFIZER INC AT COST 30,257 28,635
808513105 SCHWAB CHARLES CORP AT COST 18,450 24,978
81762P102 SERVICENOW INC AT COST 47,982 36,766
82509L107 SHOPIFY INC-A W/I AT COST 16,490 25,755
871607107 SYNOPSYS INC AT COST 51,231 58,245
882508104 TEXAS INSTRUMENTS IN AT COST 26,032 25,156
883556102 THERMO FISHER SCIENT AT COST 79,251 88,076
L8681T102 SPOTIFY TECHNOLOGY S AT COST 31,297 31,358

TY 2025 OtherDecreasesSchedule
Name:
BERGER EDWIN L-CHARITABLE TR
EIN:
27-6136306
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 11


TY 2025 OtherExpensesSchedule
Name:
BERGER EDWIN L-CHARITABLE TR
EIN:
27-6136306
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
BERGER EDWIN L-CHARITABLE TR
EIN:
27-6136306
Description Amount
COST BASIS ADJUSTMENT 15
MUTUAL FUND TIMING ADJ 926


TY 2025 TaxesSchedule
Name:
BERGER EDWIN L-CHARITABLE TR
EIN:
27-6136306
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 985 985   0
FEDERAL TAX PAYMENT - PRIOR YE 4,092 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,764 0   0
FOREIGN TAXES ON NONQUALIFIED 511 511   0