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
DANIEL G HARTMAN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) BNY MELLON NA PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

23-2693865
B Telephone number (see instructions)

2155531152
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)$11,267,559J 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... 248,511 248,511  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 327,983
b Gross sales price for all assets on line 6a 3,514,581
7 Capital gain net income (from Part IV, line 2)... 327,983
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........ 576,494 576,494  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,124 64,875   43,250
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
13,505 4,377   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
3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,632 69,255 0 43,250
25 Contributions, gifts, grants paid....... 512,193 512,193
26 Total expenses and disbursements. Add lines 24 and 25 ................ 633,825 69,255 0 555,443
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,331
b Net investment income (if negative, enter -0-) 507,239
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......... 53,475 47,574 47,574
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,982,948 Click to see attachment
List of Attached Documents:
// Content
8,933,669 		11,219,985
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) 9,036,423 8,981,243 11,267,559
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........ 9,036,423 8,981,243
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)..... 9,036,423 8,981,243
30 Total liabilities and net assets/fund balances (see instructions). 9,036,423 8,981,243
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
9,036,423
2
Enter amount from Part I, line 27a .....................
2
-57,331
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,154
4
Add lines 1, 2, and 3 ..........................
4
8,981,246
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,981,243
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 206. ALLSTATE CORP   2023-12-07 2025-01-10
b 191. APPLIED MATERIALS INC   2023-04-24 2025-01-10
c 227. BIO-TECHNE CORP   2023-04-24 2025-01-10
d 230. E Q T CORP   2024-12-13 2025-01-10
e 115. HUBBELL INC COM   2024-08-27 2025-01-10
460. NEWMONT CORPORATION   2023-12-07 2025-01-10
188. PINDUODUO INC-ADR   2024-10-31 2025-01-10
32. ROPER TECHNOLOGIES INC   2024-01-03 2025-01-10
83. BIO-TECHNE CORP   2023-09-21 2025-01-13
67. ROPER TECHNOLOGIES INC   2023-04-24 2025-01-15
144. BECTON DICKINSON AND COMPANY   2023-04-24 2025-01-29
80. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
98. BECTON DICKINSON AND COMPANY   2023-04-24 2025-02-06
54. CONSTELLATION ENERGY   2023-06-21 2025-02-21
16806.723 BNY MELLON INTERMEDIATE BOND FD CL M   1996-07-01 2025-02-25
77. GE VERNOVA LLC   2024-08-08 2025-03-10
51. APPLE INC   2024-07-23 2025-03-12
214. CME GROUP INC   2019-11-08 2025-03-12
180. CONOCOPHILLIPS   2023-12-07 2025-03-17
320. E Q T CORP   2024-12-13 2025-03-17
420. E Q T CORP   2024-02-21 2025-03-17
500. UBER TECHNOLOGIES INC   2023-04-24 2025-03-17
249. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
145. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
560. US BANCORP DEL   2024-10-24 2025-04-10
10. HUBSPOT INC   2024-01-03 2025-04-14
360. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
170. SANOFI   2023-04-14 2025-04-15
140. SANOFI   2024-06-24 2025-04-16
270. SANOFI   2024-01-03 2025-04-16
590. INGERSOLL RAND INC   2023-04-24 2025-04-25
170. CHEWY INC - CLASS A   2023-04-24 2025-04-29
59. LULULEMON ATHLETICA INC   2023-04-24 2025-04-29
110. DEXCOM INC   2025-01-15 2025-05-23
142. ALPHABET INC-CL C   2024-01-03 2025-05-29
195. CONOCOPHILLIPS   2024-08-01 2025-06-04
82. CONOCOPHILLIPS   2023-12-07 2025-06-04
155. HOWMET AEROSPACE INC   2024-02-05 2025-06-16
98. HOWMET AEROSPACE INC   2024-02-05 2025-06-17
207. ALPHABET INC-CL C   2024-01-03 2025-06-24
6620.16 BNY MELLON INCOME STK FD CL M   2015-05-14 2025-06-24
1554. ISHARES RUSSELL 2000 INDEX FD   2024-04-16 2025-06-24
1149. ISHARES CORE S&P SMALL-CAP ETF   2023-03-01 2025-06-24
620. GENERAL MOTORS CO   2023-04-24 2025-06-30
206. 3M CO   2024-07-23 2025-07-02
140. ALPHABET INC-CL C   2024-01-03 2025-07-14
118. AMAZON COM INC   2024-08-28 2025-07-14
11. HUBSPOT INC   2024-01-03 2025-07-14
25. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
70. NVIDIA CORP   2024-01-03 2025-07-14
76. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
160. JOHNSON CTLS INTL PLC   2024-03-28 2025-07-14
24. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
187. ZOETIS INC   2023-12-07 2025-07-21
.65 CHEVRON CORPORATION   2025-04-03 2025-07-28
290. METLIFE INC   2024-10-04 2025-07-30
380. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
560. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
69. HOWMET AEROSPACE INC   2024-01-03 2025-07-31
180. BLOCK INC   2024-01-03 2025-08-06
28. GE VERNOVA LLC   2024-08-08 2025-08-11
520. JOHNSON CTLS INTL PLC   2024-03-28 2025-08-15
125. DANAHER CORP   2024-01-03 2025-08-27
62. ALIGN TECHNOLOGY INC   2023-04-24 2025-09-03
80. ALIGN TECHNOLOGY INC   2023-04-24 2025-09-03
210. DOMINION ENERGY INC   2023-12-18 2025-09-04
37. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-04
30. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-05
23077.117 ARISTOTLE FLOATING RATE INCOME FUND   2021-03-31 2025-09-08
7439.343 BNY MELLON M/C MULTI-STRATEGY FUND   2024-12-12 2025-09-08
28747.301 BNY MELLON M/C MULTI-STRATEGY FUND   1992-06-16 2025-09-08
18281.536 BNY MELLON HIGH YIELD-I   2018-10-03 2025-09-08
90. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-08
35. GE VERNOVA LLC   2024-08-08 2025-09-09
620. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
310. DEXCOM INC   2025-01-15 2025-09-26
210. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
198. DANAHER CORP   2023-04-24 2025-10-08
1010. AT&T INC   2024-01-05 2025-10-21
24. MONGODB INC   2024-11-26 2025-10-22
740. AT&T INC   2023-10-24 2025-10-23
1018. KENVUE INC   2023-06-30 2025-10-24
722. KENVUE INC   2024-01-03 2025-10-27
6510.417 BNY MELLON INCOME STK FD CL M   2013-04-05 2025-10-28
100. COMERICA INC   2025-07-31 2025-10-30
127. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
170. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2024-01-03 2025-11-19
38. CUMMINS ENGINE INC   2025-09-18 2025-11-19
15. IDEXX LABS INC   2025-07-21 2025-11-19
90. NEWMONT CORPORATION   2025-02-06 2025-11-19
94. ATLASSIAN CORP   2025-04-25 2025-11-21
133. BIONTECH SE-ADR   2025-04-14 2025-11-21
59. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
149. CHEVRON CORPORATION   2025-04-03 2025-11-21
260. CITIGROUP INC   2025-07-31 2025-11-21
87. MONGODB INC   2024-11-26 2025-11-21
210. NEWMONT CORPORATION   2025-02-06 2025-11-21
149. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
330. BLOCK INC   2023-04-24 2025-11-21
77. BIONTECH SE-ADR   2025-04-14 2025-11-24
39. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
70. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
23. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
95. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
29. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
.084 B N Y MLN ENHNC DVD AND IN ETF   2013-04-05 2025-12-22
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,896   28,716 8,180
b 32,683   26,384 6,299
c 16,669   17,743 -1,074
d 11,298   10,460 838
e 48,469   47,228 1,241
17,953   18,200 -247
17,848   22,708 -4,860
16,130   17,091 -961
6,256   5,890 366
34,570   30,302 4,268
35,572   37,754 -2,182
18,107   18,728 -621
22,182   23,854 -1,672
15,363   4,904 10,459
200,672   211,941 -11,269
20,840   13,545 7,295
11,050   11,443 -393
54,647   43,689 10,958
17,958   20,685 -2,727
16,431   14,552 1,879
21,566   15,799 5,767
36,686   20,382 16,304
18,426   26,637 -8,211
20,713   23,699 -2,986
20,835   27,110 -6,275
5,381   5,318 63
14,893   23,153 -8,260
8,617   9,290 -673
7,146   6,868 278
13,782   13,712 70
44,203   37,050 7,153
6,307   5,596 711
15,938   24,923 -8,985
9,267   8,922 345
24,552   19,961 4,591
16,808   21,144 -4,336
7,068   9,146 -2,078
26,604   8,980 17,624
16,881   5,678 11,203
34,894   29,097 5,797
47,599   61,634 -14,035
331,425   301,160 30,265
124,418   117,495 6,923
30,443   21,297 9,146
31,729   21,472 10,257
25,530   19,679 5,851
26,601   20,184 6,417
5,963   5,850 113
12,983   10,661 2,322
11,538   3,331 8,207
8,071   7,925 146
16,992   10,430 6,562
12,419   10,130 2,289
27,611   35,611 -8,000
101   95 6
21,657   24,371 -2,714
8,602   15,160 -6,558
12,345   18,222 -5,877
12,050   3,847 8,203
13,691   12,469 1,222
18,221   4,925 13,296
53,954   33,897 20,057
25,597   29,682 -4,085
8,413   22,020 -13,607
10,603   23,386 -12,783
12,296   10,151 2,145
9,056   7,948 1,108
7,241   6,259 982
217,617   225,000 -7,383
115,979   111,962 4,017
448,170   319,530 128,640
100,183   112,249 -12,066
21,478   18,389 3,089
21,142   6,157 14,985
28,316   30,363 -2,047
20,777   25,143 -4,366
32,447   21,365 11,082
40,574   44,015 -3,441
26,207   17,662 8,545
7,701   8,083 -382
18,174   12,734 5,440
15,237   26,113 -10,876
10,815   15,505 -4,690
49,609   51,758 -2,149
7,755   6,802 953
19,068   21,487 -2,419
12,888   11,972 916
1,516   1,384 132
17,996   16,446 1,550
10,287   7,808 2,479
7,988   4,042 3,946
13,242   21,649 -8,407
12,831   13,530 -699
18,322   24,398 -6,076
22,344   21,834 510
25,251   24,688 563
27,612   29,299 -1,687
17,237   9,430 7,807
21,533   16,915 4,618
19,879   21,108 -1,229
7,394   7,833 -439
10,108   8,082 2,026
18,098   14,506 3,592
5,937   4,857 1,080
24,401   19,161 5,240
7,326   5,763 1,563
2   3 -1
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
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      61,830
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      61,830
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      61,830
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      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
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      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
      61,830
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       8,180
b       6,299
c       -1,074
d       838
e       1,241
      -247
      -4,860
      -961
      366
      4,268
      -2,182
      -621
      -1,672
      10,459
      -11,269
      7,295
      -393
      10,958
      -2,727
      1,879
      5,767
      16,304
      -8,211
      -2,986
      -6,275
      63
      -8,260
      -673
      278
      70
      7,153
      711
      -8,985
      345
      4,591
      -4,336
      -2,078
      17,624
      11,203
      5,797
      -14,035
      30,265
      6,923
      9,146
      10,257
      5,851
      6,417
      113
      2,322
      8,207
      146
      6,562
      2,289
      -8,000
      6
      -2,714
      -6,558
      -5,877
      8,203
      1,222
      13,296
      20,057
      -4,085
      -13,607
      -12,783
      2,145
      1,108
      982
      -7,383
      4,017
      128,640
      -12,066
      3,089
      14,985
      -2,047
      -4,366
      11,082
      -3,441
      8,545
      -382
      5,440
      -10,876
      -4,690
      -2,149
      953
      -2,419
      916
      132
      1,550
      2,479
      3,946
      -8,407
      -699
      -6,076
      510
      563
      -1,687
      7,807
      4,618
      -1,229
      -439
      2,026
      3,592
      1,080
      5,240
      1,563
      -1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 327,983
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 7,051
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 7,051
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 7,051
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,036
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 8,036
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... 10 985
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax985 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 ofBNY MELLON NA Telephone no. (215) 553-1152

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		108,124    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,677,726
b
Average of monthly cash balances.......................
1b
76,322
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,754,048
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
10,754,048
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
161,311
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,592,737
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
529,637
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
529,637
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,051
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,051
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
522,586
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
522,586
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
522,586
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
555,443
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
555,443
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 7 522,586
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...... 90,377
b From 2021...... 22,039
c From 2022...... 184,040
d From 2023...... 40,641
e From 2024...... 22,886
f Total of lines 3a through e ........ 359,983
4Qualifying distributions for 2025 from Part
XI, line 4: $ 555,443
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..... 522,586
e Remaining amount distributed out of corpus 32,857
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 5 392,840
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) ... 		90,377
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		302,463
10 Analysis of line 9:
a Excess from 2021 .... 22,039
b Excess from 2022 .... 184,040
c Excess from 2023 .... 40,641
d Excess from 2024 .... 22,886
e Excess from 2025 .... 32,857
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JOHN'S EVANGELICAL CHURCH

VIST BANK
LEESPORT,PA19533 		NONE   GENERAL OPERATING 51,219

SALVATION ARMY

440 WEST NYACK ROAD
WEST NYACK,NY10994 		NONE   GENERAL OPERATING 256,098

GOOD SHEPHERD CHURCH OF CHRIST

35 W PHILADELPHIA AVENUE
BOYERTOWN,PA19512 		NONE   GENERAL OPERATING 51,219

BOYERTOWN COMMUNITY LIBRARY

24 N READING AVE
BOYERTOWN,PA19512 		NONE   GENERAL OPERATING 51,219

BOYERTOWN LIONS COM AMB SVC

2 EAST SECOND STREET
BOYERTOWN,PA19512 		NONE   GENERAL OPERATING 51,219

THE FRIENDSHIP HOOK & LADDER

10 WARWICK STREET
BOYERTOWN,PA19512 		NONE   GENERAL OPERATING 51,219
Total ................................. 3a 512,193
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 ....     14 248,511  
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 ............ 		    18 327,983  
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) ..   576,494  
13Total. Add line 12, columns (b), (d), and (e)..................
13
576,494
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsOtherSchedule2
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M301 BNY MELLON INCOME ST      
05569M814 BNY MELLON INTERMEDI AT COST 1,086,991 1,103,763
594918104 MICROSOFT CORPORATIO AT COST 185,826 376,256
91324P102 UNITED HEALTH GROUP AT COST 35,645 39,613
023135106 AMAZON COM INC AT COST 120,872 252,517
05569M509 BNY MELLON MID CAP S      
929089100 VOYA FINANCIAL INC AT COST 35,628 41,714
037833100 APPLE INC AT COST 158,312 303,939
026874784 AMERICAN INTERNATION AT COST 17,687 24,810
05569M830 BNY MELLON BOND FUND AT COST 849,746 794,136
46625H100 J P MORGAN CHASE & C AT COST 36,345 104,077
05569M871 BNY MELLON INTERNATI AT COST 240,133 394,500
05588E850 BNY MELLON HIGH YIEL AT COST 97,351 90,159
05588F709 BNY MELLON DEVELOPED AT COST 92,676 101,573
12572Q105 CME GROUP INC AT COST 22,277 33,589
05589K400 BNYM FLTNG RT INC-Y AT COST 95,836 86,189
05569M368 BNY MELLON CORP BOND AT COST 562,845 571,663
G8994E103 TRANE TECHNOLOGIES P AT COST 8,072 38,920
87234N765 TCW EMERGING MARKETS AT COST 146,332 129,004
31618H283 FIDELITY ADV INTL SM AT COST 199,781 216,758
00206R102 AT&T INC AT COST 15,510 24,840
517834107 LAS VEGAS SANDS CORP AT COST 33,370 50,119
020002101 ALLSTATE CORP COM      
00771X419 G Q G PART EMERG MKT AT COST 182,000 240,684
016255101 ALIGN TECHNOLOGY INC      
02079K107 ALPHABET INC-CL C AT COST 110,930 323,214
031100100 AMETEK INC NEW AT COST 39,519 53,175
038222105 APPLIED MATERIALS IN AT COST 16,913 38,292
04045F592 ARISTOTLE FLTNG RT I      
04621X108 ASSURANT INC AT COST 53,469 60,453
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 81,408 121,139
09073M104 BIO-TECHNE CORP      
16679L109 CHEWY INC - CLASS A AT COST 20,975 32,720
17275R102 CISCO SYSTEMS INC AT COST 58,011 92,436
20825C104 CONOCOPHILLIPS      
21037T109 CONSTELLATION ENERGY AT COST 11,830 54,404
22160N109 COSTAR GROUP INC AT COST 35,813 31,603
233203421 DFA EMERG MKTS CORE AT COST 182,000 247,432
235851102 DANAHER CORP COMMON      
254687106 WALT DISNEY CO/THE AT COST 50,729 57,226
25746U109 DOMINION ENERGY INC AT COST 33,944 41,599
35671D857 FREEPORT-MCMORAN INC AT COST 43,118 53,330
37045V100 GENERAL MOTORS CO      
38141G104 GOLDMAN SACHS GROUP AT COST 43,236 97,569
443201108 HOWMET AEROSPACE INC AT COST 15,540 69,297
443573100 HUBSPOT INC AT COST 30,993 28,091
452327109 ILLUMINA INC AT COST 34,359 30,429
45687V106 INGERSOLL RAND INC      
464287507 ISHARES CORE S&P MID AT COST 341,527 434,940
464287804 ISHARES TR S & P SMA      
46432F842 ISHARES CORE MSCI EA AT COST 271,043 371,438
49177J102 KENVUE INC      
550021109 LULULEMON ATHLETICA      
56585A102 MARATHON PETROLEUM C AT COST 17,294 23,581
651639106 NEWMONT CORPORATION AT COST 17,064 37,943
67066G104 NVIDIA CORP AT COST 88,654 501,685
759916109 REPLIGEN CORP AT COST 30,168 31,789
776696106 ROPER TECHNOLOGIES I      
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 31,895 40,511
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 33,583 36,700
G25508105 CRH PLC AT COST 23,167 51,168
G5960L103 MEDTRONIC PLC AT COST 76,292 84,533
G7496G103 RENAISSANCERE HLDGS      
060505104 BANK OF AMERICA CORP AT COST 58,401 84,700
071813109 BAXTER INTL INC COM      
110122108 BRISTOL-MYERS SQUIBB AT COST 26,018 25,891
25278X109 DIAMONDBACK ENERGY I AT COST 32,029 33,824
26884L109 E Q T CORP AT COST 31,223 46,096
320517105 FIRST HORIZON NATL C AT COST 19,894 33,699
36828A101 GE VERNOVA LLC AT COST 7,377 27,450
375558103 GILEAD SCIENCES INC AT COST 49,718 60,388
443510607 HUBBELL INC COM AT COST 68,947 80,828
460146103 INTERNATIONAL PAPER AT COST 31,818 26,785
46120E602 INTUITIVE SURGICAL I AT COST 19,450 29,451
464287655 ISHARES RUSSELL 2000      
502431109 L3HARRIS TECHNOLOGIE AT COST 50,739 70,163
504922105 LABCORP HOLDINGS INC      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
64110L106 NETFLIX COM INC AT COST 25,641 36,566
681919106 OMNICOM GROUP INC AT COST 46,510 39,568
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 29,395 26,453
722304102 PINDUODUO INC-ADR      
88579Y101 3M CO      
902973304 US BANCORP DEL      
G51502105 JOHNSON CTLS INTL PL      
H01301128 ALCON INC AT COST 43,874 38,617
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 35,210 34,076
05613H308 B N Y MLN ENHNC DVD AT COST 93,239 76,075
08265T208 BENTLEY SYSTEMS INC AT COST 29,208 24,044
11135F101 BROADCOM INC AT COST 98,064 130,134
126408103 C S X CORP AT COST 34,421 39,150
14040H105 CAPITAL ONE FINANCIA AT COST 28,682 38,778
14064D774 FULLTHALER BEH S/C G AT COST 206,614 250,704
147528103 CASEYS GENERAL STORE AT COST 29,121 28,741
200340107 COMERICA INC AT COST 27,812 35,641
231021106 CUMMINS ENGINE INC AT COST 23,073 27,564
247361702 DELTA AIR LINES INC AT COST 25,927 29,842
25659T107 DOLBY LABORATORIES I AT COST 35,355 28,899
260003108 DOVER CORPORATION AT COST 34,839 38,853
291011104 EMERSON ELECTRIC COM AT COST 39,337 38,754
30231G102 EXXON MOBIL CORP AT COST 66,092 69,436
30303M102 META PLATFORMS INC AT COST 118,282 111,555
345370860 FORD MOTOR CO DEL AT COST 24,218 29,258
444859102 HUMANA INC AT COST 56,317 53,787
45168D104 IDEXX LABS INC AT COST 19,779 25,708
47803W703 J H III DISC MID CAP AT COST 301,423 275,336
478160104 JOHNSON & JOHNSON AT COST 87,353 110,511
518439104 ESTEE LAUDER COMPANI AT COST 55,489 62,832
57636Q104 MASTERCARD INC AT COST 33,271 34,253
64122Q705 NEUBERGER BERMAN INT AT COST 216,944 255,553
680223104 OLD REPUBLIC INTERNA AT COST 39,874 40,163
717081103 PFIZER INC AT COST 31,835 30,129
74256W584 PRINCIPAL MIDCAP FUN AT COST 294,439 263,161
808513105 SCHWAB CHARLES CORP AT COST 20,664 27,975
81762P102 SERVICENOW INC AT COST 50,402 38,298
82509L107 SHOPIFY INC-A W/I AT COST 17,727 27,687
871607107 SYNOPSYS INC AT COST 54,962 62,473
882508104 TEXAS INSTRUMENTS IN AT COST 28,007 27,064
883556102 THERMO FISHER SCIENT AT COST 84,339 93,871
L8681T102 SPOTIFY TECHNOLOGY S AT COST 33,607 33,681

TY 2025 OtherDecreasesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Amount
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Description Amount
MUTUAL FUND TIMING ADJ 2,154


TY 2025 TaxesSchedule
Name:
DANIEL G HARTMAN CHARITABLE TRUST
EIN:
23-2693865
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,894 2,894   0
FEDERAL TAX PAYMENT - PRIOR YE 1,092 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,036 0   0
FOREIGN TAXES ON NONQUALIFIED 1,483 1,483   0