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
CHARLES F PETERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

25-6070765
B Telephone number (see instructions)

4127627070
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)$4,857,546J 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... 119,399 118,816  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,628,766
b Gross sales price for all assets on line 6a 4,942,875
7 Capital gain net income (from Part IV, line 2)... 1,628,766
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........ 1,748,165 1,747,582  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,470 28,962   20,508
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
8,225 1,399   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
50 50    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,745 30,411 0 20,508
25 Contributions, gifts, grants paid....... 189,400 189,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 247,145 30,411 0 209,908
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,501,020
b Net investment income (if negative, enter -0-) 1,717,171
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......... 75,209 133,573 133,573
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)....... 1,182,391    
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).......... 1,920,797 Click to see attachment
List of Attached Documents:
// Content
4,542,532 		4,723,873
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
100 		Click to see attachment
List of Attached Documents:
// Content
100 		Click to see attachment
List of Attached Documents:
// Content
100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,178,497 4,676,205 4,857,546
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........ 3,178,497 4,676,205
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)..... 3,178,497 4,676,205
30 Total liabilities and net assets/fund balances (see instructions). 3,178,497 4,676,205
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
3,178,497
2
Enter amount from Part I, line 27a .....................
2
1,501,020
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,679,517
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,312
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,676,205
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 274. ABBOTT LABORATORIES INC   2021-03-11 2025-06-16
b 139. ABBVIE INC   2020-03-12 2025-06-16
c 716. ALPHABET INC/CA-CL A   2012-03-14 2025-06-16
d 607. AMAZON COM INC   2018-03-14 2025-06-16
e 767. APPLE INC   2010-09-22 2025-06-16
191. ATMOS ENERGY CORP   2024-03-13 2025-06-16
8. AUTOZONE INC   2018-12-12 2025-06-16
916. BANK OF AMERICA CORP   2019-04-11 2025-06-16
182. BLACKSTONE INC   2021-12-13 2025-06-16
31. BLACKROCK FUNDING INC/DE   2020-09-11 2025-06-16
341. BOSTON SCIENTIFIC CORP   2023-12-13 2025-06-16
454. BROADCOM INC   2019-04-11 2025-06-16
98. CADENCE DESIGN SYSTEMS INC   2023-06-12 2025-06-16
139. CHEVRON CORPORATION   2022-06-09 2025-06-16
184. CINTAS CORP   2019-07-17 2025-06-16
47. COSTCO WHOLESALE CORP   2018-09-19 2025-06-16
185. DISNEY WALT CO   2024-06-13 2025-06-16
185. EASTMAN CHEM CO   2024-12-11 2025-06-16
388. EXXON MOBIL CORP   2021-03-11 2025-06-16
179. META PLATFORMS INC   2016-03-09 2025-06-16
276. FOX CORP - CLASS A - W/I   2022-12-07 2025-06-16
110. HOME DEPOT INC   2012-03-14 2025-06-16
154. HONEYWELL INTL INC   2023-12-13 2025-06-16
65. HUBBELL INC   2024-03-13 2025-06-16
136. ILLINOIS TOOL WORKS INC   2023-12-13 2025-06-16
249. JPMORGAN CHASE & CO   2003-07-09 2025-06-16
365. LAM RESEARCH CORP   2020-03-12 2025-06-16
73. ELI LILLY & CO   2018-09-19 2025-06-16
89. MARRIOTT INTERNATIONAL INC   2024-03-13 2025-06-16
95. MASTERCARD INC CL A   2021-12-13 2025-06-16
79. MCDONALD'S CORP   2022-12-07 2025-06-16
290. MERCK & CO INC   2019-12-09 2025-06-16
462. MICROSOFT CORP   1996-09-27 2025-06-16
237. MORGAN STANLEY   2020-03-12 2025-06-16
62. MOTOROLA SOLUTIONS INC   2019-12-09 2025-06-16
1281. NVIDIA CORP   2024-09-11 2025-06-16
177. PEPSICO INC   2023-12-13 2025-06-16
292. PHILIP MORRIS INTERNAT-W/I   2022-12-07 2025-06-16
169. PROCTER & GAMBLE CO   2018-12-12 2025-06-16
111. QUANTA SVCS INC   2020-09-11 2025-06-16
169. RAYMOND JAMES FINANCIAL INC   2024-12-11 2025-06-16
61. S&P GLOBAL INC   2016-06-08 2025-06-16
34. SERVICE NOW INC   2023-06-12 2025-06-16
66. SHERWIN-WILLIAMS CO   2024-12-11 2025-06-16
61. STRYKER CORP   2019-09-11 2025-06-16
225. TJX COMPANIES INC NEW   2023-03-08 2025-06-16
127. TAIWAN SEMICONDUCTOR MTG CO   2021-03-11 2025-06-16
36. TELEDYNE TECHNOLOGIES INC   2019-12-09 2025-06-16
21. TRANSDIGM GROUP INC   2024-12-11 2025-06-16
97. UNITEDHEALTH GROUP INC   2016-12-07 2025-06-16
130. VISA INC   2013-09-11 2025-06-16
154. WEC ENERGY GROUP INC   2010-09-22 2025-06-16
80. ACCENTURE PLC CLASS A   2019-07-17 2025-06-16
52. NEW LINDE PLC   2024-12-11 2025-06-16
111. CHUBB LTD   2023-06-12 2025-06-16
519.067 T ROWE PR NEW HORIZONS-I   2012-09-26 2025-08-18
574. WISDOMTREE U.S. QUALITY DIVI   2025-06-16 2025-08-18
37709.006 BAIRD AGGREGATE BOND FUND   2014-09-17 2025-09-16
75. ISHARES CORE S&P 500   2025-06-16 2025-09-16
3879. ISHARES U S TREASURY BOND   2023-06-12 2025-09-16
5235.602 VANGUARD TOTAL BD MKT INDX 584   2025-06-16 2025-09-16
36727.694 VANGUARD TOTAL BD MKT INDX 584   2012-03-14 2025-09-16
445.765 AMG GW&K SC CORE-I   2025-08-18 2025-12-11
1263.903 AMG GW&K SC CORE-I   2020-03-13 2025-12-11
1916. AVANTIS US LARGE CAP VALUE   2025-06-16 2025-12-11
1535.027 ARTISAN INTERNATIONAL   2012-09-26 2025-12-11
2653.768 DODGE & COX INTERNATIONAL   2012-09-26 2025-12-11
2749.411 SEAFARER OVERSEAS GROWTH &   2024-03-13 2025-12-11
311. ISHARES CORE S&P 500   2025-06-16 2025-12-11
979. ISHARES RUSSELL MID-CAP   2024-06-13 2025-12-11
292. ISHARES S&P SMALL CAP   2025-06-16 2025-12-11
250. ISHARES S&P SMALL CAP   2022-06-09 2025-12-11
271. ISHARES S&P SMALL CAP   2025-06-16 2025-12-11
800. ISHARES CORE MSCI EAFE ETF   2017-12-06 2025-12-11
3470. ISHARES MSCI INTL QUALITY   2025-06-16 2025-12-11
1526.718 MERIDIAN SMALL CAP GROW-INSTL   2025-08-18 2025-12-11
2433.716 PRINCIPAL MIDCAP FUND-R6   2020-03-13 2025-12-11
2476. WISDOMTREE U.S. QUALITY DIVI   2025-06-16 2025-12-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 36,924   32,682 4,242
b 26,485   10,881 15,604
c 125,592   13,749 111,843
d 130,813   50,844 79,969
e 151,398   7,841 143,557
29,279   22,259 7,020
28,711   7,090 21,621
41,004   26,896 14,108
25,286   23,273 2,013
30,500   16,741 13,759
34,895   19,161 15,734
115,319   13,947 101,372
29,482   22,645 6,837
20,099   24,946 -4,847
41,128   11,816 29,312
46,582   10,994 35,588
22,085   18,536 3,549
14,181   18,396 -4,215
43,316   24,039 19,277
125,331   30,293 95,038
15,208   8,528 6,680
38,816   5,459 33,357
34,561   31,084 3,477
25,466   25,987 -521
33,229   33,744 -515
67,603   8,498 59,105
33,963   9,115 24,848
59,834   7,784 52,050
22,891   22,434 457
54,349   32,782 21,567
23,477   21,528 1,949
23,378   22,563 815
221,976   22,948 199,028
31,423   7,761 23,662
25,422   9,985 15,437
187,051   169,653 17,398
23,073   29,835 -6,762
53,535   29,670 23,865
27,133   15,742 11,391
40,697   5,742 34,955
25,273   27,330 -2,057
31,029   6,712 24,317
34,409   18,309 16,100
22,246   24,572 -2,326
23,115   13,113 10,002
28,080   17,288 10,792
27,522   14,355 13,167
17,631   12,531 5,100
30,354   26,364 3,990
29,669   22,431 7,238
46,531   7,288 39,243
16,118   4,478 11,640
25,118   15,316 9,802
24,309   23,039 1,270
31,956   21,180 10,776
28,398   18,556 9,842
49,966   47,334 2,632
378,598   404,990 -26,392
49,718   45,343 4,375
89,962   88,999 963
51,518   50,000 1,518
361,401   369,536 -8,135
16,542   15,000 1,542
46,903   25,000 21,903
147,002   128,853 18,149
45,360   36,507 8,853
45,326   21,608 23,718
40,389   35,000 5,389
214,764   188,021 26,743
96,627   79,161 17,466
34,526   30,054 4,472
29,560   24,485 5,075
39,943   35,270 4,673
72,336   52,072 20,264
158,440   149,175 9,265
21,069   20,000 1,069
105,794   62,790 43,004
223,116   204,178 18,938
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
      20,762
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       4,242
b       15,604
c       111,843
d       79,969
e       143,557
      7,020
      21,621
      14,108
      2,013
      13,759
      15,734
      101,372
      6,837
      -4,847
      29,312
      35,588
      3,549
      -4,215
      19,277
      95,038
      6,680
      33,357
      3,477
      -521
      -515
      59,105
      24,848
      52,050
      457
      21,567
      1,949
      815
      199,028
      23,662
      15,437
      17,398
      -6,762
      23,865
      11,391
      34,955
      -2,057
      24,317
      16,100
      -2,326
      10,002
      10,792
      13,167
      5,100
      3,990
      7,238
      39,243
      11,640
      9,802
      1,270
      10,776
      9,842
      2,632
      -26,392
      4,375
      963
      1,518
      -8,135
      1,542
      21,903
      18,149
      8,853
      23,718
      5,389
      26,743
      17,466
      4,472
      5,075
      4,673
      20,264
      9,265
      1,069
      43,004
      18,938
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,628,766
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 23,869
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 23,869
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 23,869
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,598
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 4,598
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 19,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
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)
PA
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 addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 762-7070

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
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
LUETHEL NESBIT ADMIN
1 		600    
2601 JENNY LIND STREET
MCKEESPORT,PA15132
VINCENT KEMPER ADMIN
1 		600    
1044 AMHERST ST
WHITE OAK,PA15135
PNC BANK N A TRUSTEE
1 		48,270    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
4,588,949
b
Average of monthly cash balances.......................
1b
58,057
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,647,006
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
4,647,006
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,705
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,577,301
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
228,865
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
228,865
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
23,869
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,869
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
204,996
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
204,996
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
204,996
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
209,908
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
209,908
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 7 204,996
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 189,333
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...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 209,908
a Applied to 2024, but not more than line 2a 189,333
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..... 20,575
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		184,421
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 ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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).)
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 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 e-mail address of the person to whom applications should be addressed:
JOAN MASTREAN PNC BANK NA
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
(412) 762-2175
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE IS GIVEN TO CHURCHES, PUBLIC CIVIC CAUSES, AND OTHER CHARITABLE ORGANIZATIONS IN AND NEAR MCKEESPORT, PA
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

LINWAY UNITED PRESBYTERIAN CHURCH

600 LINCOLN HIGHWAY
NORTH VERSAILLES,PA15137 		NONE   GENERAL SUPPORT 5,000

HIGHLAND GROVE UNITED METHODIST

2909 HIGHLAND AVE
MCKEESPORT,PA15132 		NONE   ROOF REPAIRS 4,100

MCKEESPORT REGIONAL HISTORY & HERITAGE
CENTER
1832 ARBORETUM DRIVE
MCKEESPORT,PA15132 		NONE   OPERATING SUPPORT FOR 5,000

FREE HUNGARIAN REFORMED CHURCH

101 UNIVERSITY DRIVE
MCKEESPORT,PA15132 		NONE   GENERAL SUPPORT 4,100

EAST SUBURBAN SEVENTH-DAY

1209 LUEHM AVENUE
NORTH VERSAILLES,PA15137 		NONE   GENERAL SUPPORT 5,000

CHRIST UNITED METHODIST CHURCH

2800 COULTERVILLE RD
MCKEESPORT,PA15131 		NONE   GENERAL SUPPORT 2,000

WEST SIDE UNITED METHODIST

305 ATLANTIC AVENUE
MCKEESPORT,PA15132 		NONE   BOILER REPAIR, RAIN 5,000

MOUNT CARMEL BAPTIST CHURCH

90 PORT PERRY ROAD
N VERSAILLES,PA15137 		NONE   SUPPORT OF SUMMER PROGRAMS, 10,000

DRAVOSBURG UNITED METHODIST

109 MAPLE STREET
DRAVOSBURG,PA15034 		NONE   GENERAL SUPPORT 5,000

NEW HOPE PRESBYTERIAN CHURCH

12727 LINCOLN WAY
NORTH HUNGTINGDON,PA15642 		NONE   REPLACEMENT OF OBSOLETE IN 2,000

CENTRAL HIGHLANDS COMMUNITY
UNITED METHODIST CHURCH
100 TIMOTHY DRIVE
ELIZABETH,PA15037 		NONE   ANNUAL BUDGET SUPPORT 2,500

SAINTS JOACHIM AND ANNE PARISH

50 EAST AVENUE
ATTICA,NY14011 		NONE   REPLACE SEWER LINES, 5,000

BETHLEHEM BAPTIST CHURCH

414 MANTUA PIKE
WOODBURY,NJ080962617 		NONE   GENERAL SUPPORT 5,000

MCKEESPORT LITTLE THEATRE

1614 COURSIN STREET
MCKEESPORT,PA15132 		NONE   REPLACE BROKEN AND OUTDATED 5,000

ST PAUL AME CHURCH

4901 14TH STREET
WASHINGTON,DC20011 		NONE   GENERAL SUPPORT 5,000

MARY MOTHER OF GOD PARISH

316 WILLIAM ST
SCRANTON,PA185082760 		NONE   GENERAL SUPPORT 5,000

TEMPLE ISRAEL

918 E GIBSON STREET
SCRANTON,PA185101703 		NONE   GENERAL SUPPORT 2,000

CARNEGIE LIBRARY OF MCKEESPORT

1507 LIBRARY AVENUE
MCKEESPORT,PA151324716 		NONE   GENERAL SUPPORT 5,000

FIRST UNITED METHODIST CHURCH

1406 CORNELL ST
MCKEESPORT,PA15132 		NONE   GENERAL SUPPORT 5,000

ROUND HILL PRESBYTERIAN CHURCH

2150 ROUND HILL CHURCH RD
ELIZABETH,PA150379108 		NONE   GENERAL SUPPORT 3,000

MCKEESPORT AREA MEALS-ON-WHEELS

1406 CORNELL ST
MCKEESPORT,PA151324705 		NONE   GENERAL SUPPORT 5,000

PINE VALLEY CAMP

504 CHAPEL DR
ELLWOOD CITY,PA16117 		NONE   GENERAL SUPPORT 5,000

CENTER FOR VICTIMS

3433 E CARSON ST
PITTSBURGH,PA152032150 		NONE   GENERAL SUPPORT 5,000

MAKE-A-WISH FOUNDATION OF
GREATER PENNSYLVANIA AND WEST VIRGINIA
436 SEVENTH AVE 25TH FL
PITTSBURGH,PA152191826 		NONE   GENERAL SUPPORT 5,000

FIRST STEP RECOVERY HOMES INC

336 PENNY STREET
MCKEESPORT,PA15132 		NONE   GENERAL SUPPORT 4,100

MCKEESPORT MUSIC CLUB

1107 EVANS AVE
MCKEEPORT,PA15132 		NONE   GENERAL SUPPORT 2,000

CANCER BRIDGES

2816 SMALLMAN ST
PITTSBURGH,PA152224722 		NONE   GENERAL SUPPORT 5,000

SAMPSON'S MILLS PRESBYTERIAN CHURCH

1665 LINCOLN WAY
WHITE OAK,PA15131 		NONE   FUND VBS IN THE PARK AND 5,000

WHITE OAK ATHLETIC ASSOCIATION

1798 LOWER HECKMAN RD
MCKEESPORT,PA15131 		NONE   GENERAL SUPPORT 5,000

KIDS OF STEEL

810 RIVER AVE STE 210
PITTSBURGH,PA152125960 		NONE   GENERAL SUPPORT 4,000

MCKEESPORT PRESBYTERIAN CHURCH

1510 VERSAILLES AVENUE
MCKEESPORT,PA151324758 		NONE   GENERAL SUPPORT 5,000

ZION BAPTIST CHURCH

11005 DAYTON ST
WHEATON,MD20902 		NONE   GENERAL SUPPORT 5,000

ANNA MIDDLETON-WAITE LEARNING CENTER

1350 LOCUST STREET
MCKEESPORT,PA15132 		NONE   GENERAL SUPPOT 5,000

READING IS FUNDAMENTAL

10 CHILDRENS WAY 300
PITTSBURGH,PA15212 		NONE   GENERAL SUPPORT 2,500

ELIZABETH BAPTIST CHURCH

735 BUNOLA ROAD
ELIZABETH,PA15037 		NONE   COVER COSTS OF INSURANCE, 4,100

LIBERTY PRESBYTERIAN CHURCH

PO BOX 219
LIBERTY,MS396450219 		NONE   GENERAL SUPPORT 1,000

JUNIOR ACHIEVEMENT OF
MAHONING VALLEY OHIO
1601 MOTOR INN DR 305
GIRARD,OH44420 		NONE   GENERAL SUPPORT 5,000

NEW BEGINNINGS SERVICES

1870-C DUQUESNE VILLAGE SHOPPING CT
HOMEVILLE,PA15122 		NONE   GENERAL SUPPORT 5,000

SAVE SPORTS ARTS & VIDEO

3213 ORCHARD ST
MCKEESPORT,PA15132 		NONE   GENERAL SUPPORT 5,000

WILMERDING COMMUNITY CENTER INC

1 MEMORIAL DR
WILMERDING,PA15148 		NONE   GENERAL SUPPORT 5,000

LAROSA YOUTH DEVELOPMENT FOUNDATION

108 MARSHALL DRIVE
MCKEESPORT,PA15132 		NONE   SUPPORT AFTER SCHOOL 5,000

MCKEESPORT K9 UNIT

201 LYSLE BLVD
MCKEESPORT,PA151322625 		NONE   GENERAL SUPPORT 5,000

ALLEGHENY DEVELOPMENT SOLUTIONS

1201 PRESCOTT ST SUITE 3
WHITE OAK,PA151311533 		NONE   GENERAL SUPPORT 2,000
Total ................................. 3a 189,400
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 ....     14 119,399  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,628,766  
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) ..   1,748,165  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,748,165
(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 InvestmentsCorpStockSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP    
437076102 HOME DEPOT INC    
532457108 ELI LILLY & CO    
594918104 MICROSOFT CORP    
617446448 MORGAN STANLEY    
620076307 MOTOROLA SOLUTIONS I    
742718109 PROCTER & GAMBLE CO    
863667101 STRYKER CORP    
879360105 TELEDYNE TECHNOLOGIE    
74762E102 QUANTA SVCS INC    
00287Y109 ABBVIE INC    
02079K305 ALPHABET INC/CA-CL A    
11135F101 BROADCOM INC    
22160K105 COSTCO WHOLESALE COR    
30303M102 META PLATFORMS INC    
46625H100 JPMORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
78409V104 S&P GLOBAL INC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CLASS A SHA    
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
037833100 APPLE INC    
053332102 AUTOZONE INC    
060505104 BANK OF AMERICA CORP    
09260D107 BLACKSTONE INC    
30231G102 EXXON MOBIL CORP    
57636Q104 MASTERCARD INC CL A    
874039100 TAIWAN SEMICONDUCTOR    
166764100 CHEVRON CORPORATION    
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP    
718172109 PHILIP MORRIS INTERN    
101137107 BOSTON SCIENTIFIC CO    
127387108 CADENCE DESIGN SYSTE    
438516106 HONEYWELL INTL INC    
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC    
872540109 TJX COMPANIES INC NE    
H1467J104 CHUBB LTD SEDOL B3BQ    
049560105 ATMOS ENERGY CORP    
09290D101 BLACKROCK FUNDING IN    
254687106 DISNEY WALT CO    
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC    
512807306 LAM RESEARCH CORP    
571903202 MARRIOTT INTERNATION    
67066G104 NVIDIA CORP    
754730109 RAYMOND JAMES FINANC    
824348106 SHERWIN-WILLIAMS CO    
893641100 TRANSDIGM GROUP INC    
G54950103 NEW LINDE PLC SEDOL    

TY 2025 InvestmentsOtherSchedule2
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256206103 DODGE & COX INTERNAT      
256210105 DODGE & COX INCOME F AT COST 493,923 467,843
921937603 VANGUARD TOTAL BD MK      
00170K869 AMG GW&K SC CORE-I      
46432F842 ISHARES CORE MSCI EA      
74256W584 PRINCIPAL MIDCAP FUN      
04314H402 ARTISAN INTERNATIONA      
057071854 BAIRD AGGREGATE BOND      
779562206 T ROWE PR NEW HORIZO      
464287879 ISHARES S&P SMALL CA      
25434V807 DIMENSIONAL INTERNAT AT COST 181,083 201,396
46429B267 ISHARES U S TREASURY AT COST 285,941 289,608
317609295 SEAFARER OVERSEAS GR      
464287499 ISHARES RUSSELL MID-      
00769G535 LSV SMALL CAP FUND-I AT COST 65,333 58,771
025072349 AVANTIS US LARGE CAP AT COST 73,102 82,362
02631W607 AMER FND MULTI-SEC I AT COST 236,447 233,981
092528603 ISHARES FLEXIBLE INC AT COST 158,146 156,410
37954Y632 GLOBAL X ART INTEL & AT COST 229,260 225,717
461418444 WCM FOCUSED INTL GRO AT COST 97,983 97,747
464287200 ISHARES CORE S&P 500 AT COST 1,479,985 1,676,733
46434G103 ISHARES CORE MSCI EM AT COST 348,509 346,317
46435G326 ISHARES CORE MSCI DE AT COST 188,441 196,880
52107V229 LAZARD INTL QLTY GRW AT COST 97,995 93,926
674375878 OBERWEIS SMALL CAP O AT COST 65,322 63,171
74440B884 PRUDENTIAL TOTAL RET AT COST 394,067 391,177
74441C881 PGIM JENN M/C GROW-R AT COST 73,495 70,899
89155H389 TOUCHSTONE MIDCAP VA AT COST 73,500 70,935

TY 2025 OtherAssetsSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX .0004883 ROYALTY INT 100 100 100


TY 2025 OtherDecreasesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Amount
MUTUAL FUND TIMING ADJ 3,085
ROC ON CY SALES 225
ROUNDING 2


TY 2025 OtherExpensesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 50 50   0


TY 2025 TaxesSchedule
Name:
CHARLES F PETERS FOUNDATION
EIN:
25-6070765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 863 863   0
FEDERAL TAX PAYMENT - PRIOR YE 2,228 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,598 0   0
FOREIGN TAXES ON NONQUALIFIED 536 536   0