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
FLEISCHNER FAMILY CHARITABLE FOUNDATION
C/O JEFF MORRISON
Number and street (or P.O. box number if mail is not delivered to street address) 6022 WEST CHESTER PIKE
  Room/suite
City or town
NEWTON SQUARE
State or province
PA
Country  
ZIP or foreign postal code
19073
A Employer identification number

47-1108283
B Telephone number (see instructions)

4126823512
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)$26,922,179J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 539,653 539,653  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 381,750
b Gross sales price for all assets on line 6a 1,863,915
7 Capital gain net income (from Part IV, line 2)... 381,750
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 921,403 921,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,367 6,184   6,183
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
59,956 12,956   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,480 87,480   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,803 106,620   6,183
25 Contributions, gifts, grants paid....... 1,324,941 1,324,941
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,484,744 106,620   1,331,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -563,341
b Net investment income (if negative, enter -0-) 814,783
c Adjusted net income (if negative, enter -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......... 2,136,917 1,121,999 1,121,999
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 10,160,062 Click to see attachment
List of Attached Documents:
// Content
10,643,791 		20,350,019
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).......... 5,341,863 Click to see attachment
List of Attached Documents:
// Content
5,290,129 		5,450,161
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) 17,638,842 17,055,919 26,922,179
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 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........... 17,638,842 17,055,919
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........    
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)..... 17,638,842 17,055,919
30 Total liabilities and net assets/fund balances (see instructions). 17,638,842 17,055,919
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
17,638,842
2
Enter amount from Part I, line 27a .....................
2
-563,341
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,075,501
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
19,582
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,055,919
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 PNC HAWTHORN     2025-12-31
b PNC HAWTHORN     2025-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 10,525   9,891 634
b 1,537,878   1,472,274 65,604
c 315,512     315,512
d
e
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       634
b       65,604
c       315,512
d
e
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 2 381,750
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 11,325
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 11,325
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 11,325
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 26,363
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,363
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 15,038
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax15,038 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 addressNA
14
The books are in care ofLESLIE FLEISCHNER Telephone no. (412) 327-6170

Located atC/O 1800 BYBERRY RD SUITE 1100HUNTINGDON VALLEYPA ZIP+419006
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
DAVID A FLEISCHNER TREASURER/ DIRECTOR
1.00 		0 0 0
105 AVON ROAD
HAVERFORD,PA19041
CHRISTOPHER C FLEISCHNER SECRETARY/ DIRECTOR
1.00 		0 0 0
1215 SQUIRREL HILL AVE
PITTSBURGH,PA15217
LESLIE A FLEISCHNER PRESIDENT/CHAIRMAN
1.00 		0 0 0
C/O 1800 BYBERRY RD SUITE 1100
HUNTINGDON VALLEY,PA19006
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.........................0
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
19,768,953
b
Average of monthly cash balances.......................
1b
1,842,848
c
Fair market value of all other assets (see instructions)................
1c
4,419,694
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,031,495
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
26,031,495
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
390,472
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,641,023
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,282,051
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
1,282,051
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,325
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,325
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,270,726
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,270,726
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
1,270,726
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
1,331,124
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,331,124
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 1,270,726
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......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024...... 56,139
f Total of lines 3a through e ........ 56,139
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,331,124
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..... 1,270,726
e Remaining amount distributed out of corpus 60,398
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 5 116,537
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 ...... 		116,537
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 56,139
e Excess from 2025 .... 60,398
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 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

ALMA LEWIS

6960 MEADE ST
PITTSBURGH,PA15208 		NONE   UNRESTRICTED 75,000

ANIMAL FRIENDS

562 CAMP HORNE ROAD
PITTSBURGH,PA15237 		NONE   UNRESTRICTED PURPOSES 750

APERTURE

344 W 27TH ST
CHELSEA,NY10001 		NONE   ANNUAL FUND 2,500

ARIA412

5110 CARNEGIE ST
PITTSBURGH,PA15201 		NONE   UNRESTRICTED PURPOSES 5,000

ART21 INC

231 WEST 29TH ST SUITE 706
NEW YORK,NY10001 		NONE   $25,000 ANNUAL FUND AND $15,000 TOWARDS READ PROGRAMMING SERIES 40,000

ART21 INC

231 WEST 29TH ST SUITE 706
NEW YORK,NY10001 		NONE   ANNUAL FUND 25,000

ASSOCIATED ARTISTS OF PITTSBURGH

100 43RD STREET SUITE 107
PITTSBURGH,PA15201 		NONE   GENERAL OPERATING EXPENSES 10,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		NONE   FOR CONTINUED SUPPORT OF THE BARNES FOUNDATION EXHIBITION FUND ($50,000) AND ONGOING SUPPORT FOR COMMUNITY PROGRAMS ($25,000) 75,000

BOSTON ART REVIEW

PO BOX 390003
CAMBRIDGE,MA02139 		NONE   UNRESTRICTED PURPOSES 1,250

BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC

575 MADISON AVE
NEW YORK,NY10022 		NONE   WITH AN EXPRESSION OF PREFERENCE FOR DOWNSIDE SCHOOL. IN MEMORY OF HANS FLEISCHNER 10,000

BRYN MAWR HOSPITAL FOUNDATION

130 SOUTH BRYN MAWR AVE
BRYN MAWR,PA19010 		NONE   UNRESTRICTED 25,000

CALIFORNIA INSTITUTE OF THE ARTS

24700 MCBEAN PARKWAY
VALENCIA,CA91355 		NONE   DESIGNATED TOWARDS THE CHARLES GAINES FELLOWSHIP FOR MFA ART STUDENTS 25,000

CARNEGIE LIBRARY OF PITTSBURGH

4400 FORBES AVENUE
PITTSBURGH,PA15213 		NONE   TEEN AND YOUNG ADULTS COLLECTION FUND 7,500

CARNEGIE MUSEUM OF ART

4700 5TH AVE SUITE 2
PITTSBURGH,PA15213 		NONE   COVER THE MUSEUMS ACQUISITION OF STEPHEN TOWNS LOOKING FOR LORRAINE 66,000

CARNEGIE ONE BRADDOCK

419 LIBRARY STREET
BRADDOCK,PA15104 		NONE   GENERAL OPERATING EXPENSES 2,500

CENTER CITY DISTRICT FOUNDATION

660 CHESTNUT ST
PHILADELPHIA,PA19106 		NONE   UNRESTRICTED 10,000

COLLABORATIVE FOR IMMIGRANT IMPACT

216 FRANKLIN ST SUITE 400
JOHNSTOWN,PA15901 		NONE   UNRESTRICTED PURPOSES 500

CONTEMPORARY CRAFT

5645 BUTLER STREET
PITTSBURGH,PA15201 		NONE   GENERAL OPERATING EXPENSES 2,500

CRE8DANCE

435 DICKSON AVE
PITTSBURGH,PA15202 		NONE   FOR THE FIRST AND SECOND PLACE PRIZE MONEY AMOUNTS FOR THE 2026 COMPETITION 15,000

DISCOVERY SPACE OF CENTRAL PENNSYLVANIA

1224 N ATHERTON STREET
STATE COLLEGE,PA16803 		NONE   PRE-KINDERGARTEN PROGRAMMING IN 2026 10,000

PUBLIC ART FUND - EDGAR HEAP OF BIRDS TERM FUND

ONE EAST 53RD STREET
NEW YORK,NY10022 		NONE   FIRST INSTALLMENT OF A COMMITMENT OF $50,000 ($10,000 PER YEAR FOR FIVE YEARS). 10,000

FOOD 21 - THE CELEBRATION HALL OF LARIMER PROJECT

1801 CENTRE AVE
PITTSBURGH,PA15219 		NONE   CELEBRATION HALL OF LARIMER PROJECT 10,000

GROW PITTSBURGH

6587 HAMILTON AVE STE 2W
PITTSBURGH,PA15206 		NONE   OPERATING EXPENSES 5,000

HEATHER'S WAY

2564 SKIPPACK PIKE
LANSDALE,PA19446 		NONE   UNRESTRICTED 10,000

HOPE ACADEMY OF MUSIC AND THE ARTS

116 S HIGHLAND AVE
PITTSBURGH,PA15206 		NONE   UNRESTRICTED PURPOSES 1,500

HUMANE ANIMAL RESCUE OF PITTSBURGH

6926 HAMILTON AVENUE
PITTSBURGH,PA15208 		NONE   GENERAL OPERATING EXPENSES 2,500

INTERNATIONAL FUND FOR ANIMAL WELFARE

290 SUMMER STREET
YARMOUTH PORT,MA02675 		NONE   ONGOING OPERATIONS 5,000

ISLAND GROWN INITIATIVE LTD

PO BOX 622
VINEYARD HAVEN,MA02568 		NONE   ISLAND FOOD PANTRY 25,000

LITERACY PITTSBURGH

411 SEVENTH AVENUE 550
PITTSBURGH,PA15219 		NONE   UNRESTRICTED PURPOSES 750

MANNA

420 N 20TH ST
PHILADELPHIA,PA19103 		NONE   UNRESTRICTED 50,000

MARTHA'S VINEYARD COMMUNITY SERVICES

111 EDGARTOWN RD
OAK BLUFFS,MA02568 		NONE   UNRESTRICTED 10,000

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND ROAD
VINEYARD HAVEN,MA02568 		NONE   UNRESTRICTED 10,000

MARTHA'S VINEYARD SHELLFISH GROUP

220 WEAVER LN
VINEYARD HAVEN,MA02568 		NONE   UNRESTRICTED 5,000

MATTAPAN FOOD AND FITNESS COALITION

1613 BLUE HILL AVE
MATTAPAN,MA02126 		NONE   UNRESTRICTED PURPOSES 2,250

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE 7TH FL
NORWALK,CT06851 		NONE   UNRESTRICTED 25,000

MURAL ARTS PHILADELPHIA

1727-29 MT VERNON ST
PHILADELPHIA,PA19130 		NONE   UNRESTRICTED 50,000

MUSEUMS MOVING FORWARD

1525 N ALVARADO ST UNIT 28048
LOS ANGELES,CA90028 		NONE   CONTINUE AS MMFS VISION COUNCIL AS FOUNDING MEMBERS (2ND OF 3 INSTALLMENTS - 3-YEAR COMMITMENT) 10,000

MUSIZI UNIVERSITY FOUNDATION

348 BLYTHE RD
LA CANADA FLINTRIDGE,CA91011 		NONE   GENERAL OPERATING EXPENSES 15,000

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE   TO CONTINUE THE MULTI-YEAR COMMITMENT AT THE FOUNDER LEVEL; THIS REPRESENTS THE FOURTH OF FOUR YEARS 25,000

NEIGHBORHOOD ACADEMY

709 N AIKEN AVE
PITTSBURGH,PA15206 		NONE   $500 PER STUDENT FOR EACH SPRING 2025 GRADUATE, AND $500 PER STUDENT FOR EACH TNA 2024 ALUM WHO IS CURRENTLY ENROLLED IN COLLEGE OR TECHNICAL SCHOOL (FULL-TIME OR PART-TIME) 20,000

NEW ENGLAND INNOCENCE PROJECT

1035 CAMBRIDGE STREET 28A
CAMBRIDGE,MA02141 		NONE   ONGOING OPERATIONS 5,000

NORMAN LEVENTHAL MAP & EDUCATION CENTER

700 BOYLSTON ST
BOSTON,MA02116 		NONE   DESIGNATED FOR DIGITAL EXHIBITIONS OR OVERHEAD EXPENSES 500

NORTH CAROLINA GLASS CENTER

PO BOX 829
ASHEVILLE,NC28801 		NONE   UPGRADES AND MODERNIZATION EFFORTS OF THE BUILDING IN THE RIVER ARTS DISTRICT 15,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,PA02115 		NONE   HIRING OF A SECOND WINTER/SPRING 2026 CO-OP 20,000

OPEN FIELD

6014 PENN AVE
PITTSBURGH,PA15206 		NONE   GENERAL OPERATING COSTS 7,500

PEARLARTS

201 N BRADDOCK AVE
PITTSBURGH,PA15208 		NONE   GENERAL OPERATING EXPENSES 5,000

PEDANTIC ARTS RESIDENCY

113 NORTH PACIFIC AVENUE
PITTSBURGH,PA15224 		NONE   GENERAL OPERATING EXPENSES 5,000

PENLAND SCHOOL OF CRAFT

67 DORAS TRL
BAKERSVILLE,NC28705 		NONE   RESIDENT ARTIST GLASS STUDIO PROGRAM 10,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST
PHILADELPHIA,PA19103 		NONE   THIS IS TO BE DESIGNATED TO THREE SEPARATE AREAS:WORKFORCE DEVELOPMENT SUPPORT $30,000 REPRESENTS YEAR THREE OF A THREE YEAR PLEDGEPUBLIC GARDENS AND LANDSCAPES - $15,000 REPRESENTS YEAR THREE OF A THREE YEAR PLEDGEFLOWER SHOW GIVING CIRCLE - $10,000 REPRESENTS YEAR THREE OF A THREE YEAR PLEDGE 55,000

PENNSYLVANIA INNOCENCE PROJECT

1515 MARKET STREET SUITE 300
PHILADELPHIA,PA19102 		NONE   UNRESTRICTED 25,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA191017646 		NONE   UNRESTRICTED 50,000

PILGRIM PLACE

625 MAYFLOWER RD
CLAREMONT,CA91711 		NONE   IN MEMORY OF EVA FLEISCHNER 25,000

PITTSBURGH BALLET THEATRE

2900 LIBERTY AVE
PITTSBURGH,PA15201 		NONE   $5,000 ANNUAL FUND. $20,000 TOWARDS EITHER CURRENT YEAR PRODUCTION COSTS OR TO INCREASE THE RESERVE FUNDS BALANCE. 25,000

PITTSBURGH CENTER FOR CREATIVE REUSE

214 N LEXINGTON STREET
PITTSBURGH,PA15208 		NONE   UNRESTRICTED PURPOSES 500

PITTSBURGH CULTURAL TRUST

803 LIBERTY AVENUE
PITTSBURGH,PA152223703 		NONE   PUBLIC ART PROGRAM AT ARTS LANDING, WITH A SPECIAL FOCUS ON THE MAINTENANCE AND PRESERVATION OF FEATURED WORKS INCLUDING WORKS BY ARTIST THADDEUS MOSLEY 20,000

PITTSBURGH GLASS CENTER

5472 PENN AVENUE
PITTSBURGH,PA15206 		NONE   GENERAL OPERATING 5,000

PITTSBURGH PARKS CONSERVANCY

317 EAST CARSON ST WEST TOWER SUITE
230
PITTSBURGH,PA15219 		NONE   FOR PAVING THE REST OF THE SENSORY NATURE TRAIL AND THE PAVING EXTENSION TO THE BASEMENT RESTROOM/DOOR OF THE FRICK ENVIRONMENTAL CENTER. THIS PLAN MAY START IN 2026, SO CONSIDER THIS GIFT A PLACEHOLDER FOR THIS SPECIFIC PROJECT. 15,000

PITTSBURGH PROMISE

1901 CENTRE AVEUNE 204
PITTSBURGH,PA15219 		NONE   SCHOLARSHIP FUNDRAISING 10,000

PITTSBURGH SYMPHONY INC

HEINZ HALL 600 PENN AVENUE
PITTSBURGH,PA15222 		NONE   GENERAL OPERATING EXPENSES 5,000

PITTSBURGH TOMORROW

C/O 1140 FOX CHAPEL ROAD
PITTSBURGH,PA15238 		NONE   2ND OF 3 INSTALLMENTS FOR $21K COMMITMENT 7,000

PITTSBURGH ZOO AND AQUARIUM

ONE WILD PLACE
PITTSBURGH,PA15206 		NONE   UNRESTRICTED PURPOSES 1,000

PROPEL SCHOOLS FOUNDATION

3447 E CARSON ST
PITTSBURGH,PA15203 		NONE   SUPPORT THE STUDENT-ARTIST COMPETITION TRIP TO CEDAR POINT. 5,000

PROTECT OUR WINTERS

1919 14TH ST 700
BOULDER,CO80302 		NONE   UNRESTRICTED 10,000

SETON HALL UNIVERSITY

1 SETON HILL DRIVE
GREENSBURG,PA15601 		NONE   OPERATING EXPENSES AS WELL AS CONTINUED WORK ON THE EVA FLEISCHNER ARCHIVES 15,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVE
VINEYARD HAVEN,MA02568 		NONE   UNRESTRICTED 10,000

SQUASHSMARTS

3890 N 10TH ST
PHILADELPHIA,PA19140 		NONE   UNRESTRICTED 10,000

ST EDMUND'S ACADEMY

5705 DARLINGTON RD
PITTSBURGH,PA15217 		NONE   FOR THE SEA FUND AND IS UNRESTRICTED 20,000

ST PAUL'S SCHOOL

325 PLEASANT ST
CONCORD,NH03301 		NONE   DESIGNATED TOWARDS THE ANNUAL FUND 10,000

STEEL CITY ROWING CORP

101 ARCH ST
VERONA,PA15147 		NONE   MEETING AND SURPASSING THE MATCH GOAL 15,000

TALK THE NEW SEX ED

3945 FORBES AVENUE 424
PITTSBURGH,PA15213 		NONE   MATCH TOWARDS SUPPORTING THE INTERACTIVE CAMPUS CULTURE BOOTCAMP ON MAY 14, 2025 15,000

THE ELLIS SCHOOL

6425 FIFTH AVE
PITTSBURGH,PA15206 		NONE   $2,500 TOWARDS THE ELLIS FUND ON BEHALF OF THE FLEISCHNER FAMILY AND $5,000 TOWARDS ENHANCED PROGRAMMING FOR CULTURE JAM 7,500

THE FRICK PITTSBURGH

7227 REYNOLDS STREET
PITTSBURGH,PA152082919 		NONE   GENERAL OPERATING 5,000

THE LENFEST INSTITUTE FOR JOURNALISM

801 MARKET ST SUITE 300
PHILADELPHIA,PA19130 		NONE   TO SUPPORT OF THE PHILADELPHIA INQUIRER 25,000

THE MATTRESS FACTORY

500 SAMPSONIA WAY
PITTSBURGH,PA15212 		NONE   MATTRESS FACTORY GARDEN PARTY ON JUNE 6, 2025 2,500

THE NATIONAL GALLERY OF VICTORIA

PO BOX 7259
MELBOURNE,VICTORIA3004
AS 		NONE   ACQUISITION OF APRIL BEYS FOR THE NGV TRIENNIAL 2026. 35,441

THE TRUSTEES OF RESERVATIONS

200 HIGH ST
BOSTON,MA02110 		NONE   FOR ONGOING SUPPORT OF THE MARTHAS VINEYARD FUND 25,000

TILT INSTITUTE FOR THE CONTEMPORARY IMAGE

1400 N AMERICAN ST BSMT 103
PHILADELPHIA,PA19122 		NONE   UNRESTRICTED 30,000

TREE PITTSBURGH

32 62ND STREET
PITTSBURGH,PA15201 		NONE   UNRESTRICTED PURPOSES 500

US SQUASH RACQUETS ASSOCIATION

25 N 33RD ST
PHILADELPHIA,PA19104 		NONE   SPECTER CENTER COMMUNITY FUND FOR UNRESTRICTED PURPOSES 25,000

VAIL HEALTH FOUNDATION

322 BEARD CREED RD
EDWARDS,CO81632 		NONE   UNRESTRICTED 5,000

VAIL VALLEY FOUNDATION

90 W BENCHMARK RD
AVON,CO81620 		NONE   UNRESTRICTED 6,000

WESA

67 BEDFORD SQUARE
PITTSBURGH,PA152031152 		NONE   GENERAL OPERATING 7,500

WEST TISBURY LIBRARY FOUNDATION

PO BOX 1238
WEST TISBURY,MA02575 		NONE   SUPPORT ONGOING GROWTH OF THE ENDOWMENT FUND. THIS IS THE THIRD YEAR OF THE CURRENT THREE YEAR PLEDGE 10,000

WESTMORELAND MUSEUM OF AMERICAN ART

221 NORTH MAIN STREET
GREENSBURG,PA15601 		NONE   ANNUAL FUND 5,000

WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH

PO BOX 9024
PITTSBURGH,PA15224 		NONE   UNRESTRICTED PURPOSES 3,000

WQED

4802 5TH AVE
PITTSBURGH,PA15213 		NONE   GENERAL OPERATING FUNDS 500

YEAH PHILLY

5928 LOCUST STREET
PHILADELPHIA,PA19102 		NONE   UNRESTRICTED 10,000
Total ................................. 3a 1,324,941
bApproved for future payment
Total ................................. 3b 0
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 ....     14 539,653  
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 ............ 		    18 381,750  
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) .. 0 921,403 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
921,403
(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 AccountingFeesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,367 6,184   6,183

TY 2025 InvestmentsCorpStockSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CLASS A 77,248 1,090,805
AMAZON.COM INC 35,990 650,912
BARON DISCOVERY FUND INST. SH. 291,387 391,886
BNY MELLON INTERNATIONAL STOCK 1,384,637 1,574,885
COHEN & STEERS INSTITUTIONAL 823,919 895,615
ECOLAB INC 17,408 105,008
GENERAL DYNAMICS CORP 4,396 100,998
GRANDEUR PEAK GLOBAL OPP-INST 106,363 100,299
GRANDEUR PEAK US STALWARTS 347,597 347,020
GREENBRIAR COMPANIES 46,522 69,876
IDEXX LABS INC 1,846 349,089
ISHARES CORE S&P 500 1,326,663 4,057,585
ISHARES CORE S&P MIDCAP 1,127,259 2,345,574
ISHARES CORE S&P SMALLCAP 154,306 328,091
ISHARES MSCI EAFE INDEX FUND 356,165 592,985
ISHARES RUSSELL 2000 273,050 806,174
KOPERNIK GLOBAL ALL CAP FUND I 453,082 772,713
MCDONALDS CORP 26,334 137,534
NOVARTIS AG - ADR 28,805 96,509
SEAFARER OVERSEAS GROWTH 391,754 489,110
SEI INVESTMENT CO 2,107 100,885
SPDR S&P DIVIDEND ETF 123,158 327,583
TEXAS INSTRUMENTS 1,082 83,275
TOUCHSTONE SANDS 210,020 311,953
VANGAURD HIGH DIV YIELD 108,885 363,967
VANGUARD INFORMATION TECH ETF 196,964 440,961
WASATCH SMALL CAP VALUE-INS 366,948 348,615
WCM FOCUSED INTL GROWTH 1,499,425 2,108,086
DIMENSIONAL US SMALL CAP VAL 323,664 352,844
ISHARES GLOBAL 536,807 609,182

TY 2025 InvestmentsOtherSchedule2
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY BOND 3.125% AT COST 179,382 174,715
CACHE CNTY UT SCH DIST 3.00 AT COST 220,272 199,380
CALIFORNIA ST 3.5% AT COST 100,000 99,764
FEDERAL FARM CREDIT BANK 1.15 AT COST 185,000 179,047
INTERNATIONAL BUSINESS MACHS D AT COST 60,760 51,861
JANUS HENDERSON OVERSEAS AT COST 814,629 1,165,527
MASSACHUSETTS ST 1.870 AT COST 196,482 167,514
OREGON ST 1.053 AT COST 100,000 98,554
PENNSYLVANIA ST TURNPIKE COMM AT COST 199,370 199,264
PLACENTIA-YORBA LINDA CA 1.350 AT COST 100,000 96,448
PROCTOR & GAMBLE UNSC 2.45% AT COST 173,249 173,072
TREDYFFRIN-EASTTOWN PA 1.960 AT COST 150,000 142,584
TROY MI CITY SCH DIST 1.357 AT COST 100,000 97,042
USA TREASURY NOTES .625 AT COST 148,577 162,075
VANGUARD INT TERM AT COST 524,301 488,508
VANGUARD INTERMEDIATE-TERM COR AT COST 224,964 200,581
VANGUARD MORTGAGE-BACKED SECUR AT COST 255,178 227,805
VIRGINIA ST CLG BLDG AUT EDUC AT COST 95,576 99,927
WAL-MART SOTES INC SR NTS 3.25 AT COST 227,004 200,386
NATIXIS LOOMIS SAY C/P BND-Y AT COST 329,204 286,526
BLACKROCK INC AT COST 108,608 112,340
FEDERAL HOME LOAN BANK 1.750 AT COST 119,531 125,480
JP MORGAN CHASE & CO AT COST 87,856 91,768
NEW YORK CITY NY TRANSITIONAL 2.625 AT COST 109,747 113,872
STATE STREET CORP AT COST 100,063 103,384
TEXAS ST 02.964 AT COST 129,390 136,085
USA TREASURY NOTES 4.000 AT COST 250,986 256,652

TY 2025 OtherDecreasesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Description Amount
DIFFERENCE IN COST OF DONATED SECURITIES 19,582


TY 2025 OtherExpensesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT EXPENSES 87,480 87,480   0


TY 2025 TaxesSchedule
Name:
FLEISCHNER FAMILY CHARITABLE FOUNDATION
 
C/O JEFF MORRISON
EIN:
47-1108283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 12,956 12,956   0
FEDERAL TAXES PAID 47,000 0   0