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
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
 
Number and street (or P.O. box number if mail is not delivered to street address) BNY MELLON NA PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

25-6453053
B Telephone number (see instructions)

2155533388
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)$5,249,417J 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... 122,645 120,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,379
b Gross sales price for all assets on line 6a 2,187,825
7 Capital gain net income (from Part IV, line 2)... 196,379
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........ 319,024 317,293  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,900 2,924   1,960
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
475 0 0 475
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,068 1,739   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
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,693 4,663 0 2,685
25 Contributions, gifts, grants paid....... 200,510 200,510
26 Total expenses and disbursements. Add lines 24 and 25 ................ 214,203 4,663 0 203,195
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 104,821
b Net investment income (if negative, enter -0-) 312,630
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......... 308,654 110,618 110,618
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).......... 3,998,509 Click to see attachment
List of Attached Documents:
// Content
4,301,135 		5,138,799
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) 4,307,163 4,411,753 5,249,417
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........ 4,307,163 4,411,753
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)..... 4,307,163 4,411,753
30 Total liabilities and net assets/fund balances (see instructions). 4,307,163 4,411,753
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
4,307,163
2
Enter amount from Part I, line 27a .....................
2
104,821
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,411,984
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
231
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,411,753
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 7175.127 CHAMPLAIN MID CAP FUND-INS   2024-06-24 2025-01-24
b 704.954 CHAMPLAIN MID CAP FUND-INS   2024-12-18 2025-01-24
c 51. ISHARES CORE S&P SMALL-CAP ETF   2024-12-23 2025-01-24
d 509. ISHARES CORE S&P SMALL-CAP ETF   2022-09-07 2025-01-24
e 320.569 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-06-24 2025-01-24
510.793 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-12-16 2025-01-24
1084.42 ALLSPRING GLO LNG/SHRT EQ-Y   2025-02-21 2025-02-27
8788.107 ALLSPRING GLO LNG/SHRT EQ-Y   2023-03-07 2025-02-27
1045.63 NEUBERGER BERMAN LONG SH-INS   2022-05-04 2025-02-27
1285.011 BNY MELLON BOND FUND-M   2007-07-20 2025-03-19
238.602 BNYM INTL STCK-Y   2024-06-24 2025-03-19
159.485 FIDELITY ADV INTL SM CAP-Z   2024-12-23 2025-03-19
9.93 GOLDMAN SACHS ABS RETURN TR FUND - I   2024-01-09 2025-03-19
4. ISHARES 1-3 YEAR TREASURY BOND ETF   2024-04-15 2025-03-19
164. ISHARES CORE MSCI EAFE ETF   2024-12-23 2025-03-19
131. ISHARES CORE MSCI EAFE ETF   2023-03-06 2025-03-19
109.789 G Q G PART EMERG MKTS EQ-INST   2024-04-16 2025-04-14
4196.336 BNYM YLD ENHAN STRAT-Y   2021-04-28 2025-04-14
11.729 FIDELITY ADV INTL SM CAP-Z   2024-12-23 2025-04-14
13.738 FIDELITY ADV INTL SM CAP-Z   2022-05-04 2025-04-14
478.53 GATEWAY TR   2025-02-27 2025-04-14
127.945 GATEWAY TR   2022-05-04 2025-04-14
2.093 GOLDMAN SACHS ABS RETURN TR FUND - I   2024-01-09 2025-04-14
45. ISHARES CORE S&P 500 ETF   2024-12-23 2025-04-14
43. ISHARES MSCI EMERGING MARKETS EX   2024-12-23 2025-04-14
112.907 NEUBERGER BERMAN LONG SH-INS   2025-03-19 2025-04-14
538.74 NEUBERGER BERMAN LONG SH-INS   2022-05-04 2025-04-14
7949.355 BOSTON P LNG/SHRT RES-INS   2025-02-27 2025-04-14
2478.932 BNYM INTL STCK-Y   2024-06-24 2025-06-10
82.542 BNY MELLON DEVELOPED MARKETS REAL   2022-05-04 2025-06-10
142.497 FULLTHALER BEH S/C GRW-R6   2025-01-24 2025-06-10
92.937 FIDELITY ADV INTL SM CAP-Z   2022-05-04 2025-06-10
110. ISHARES CORE S&P 500 ETF   2024-12-23 2025-06-10
261. ISHARES CORE S&P MID-CAP ETF   2025-01-24 2025-06-10
18. ISHARES CORE MSCI EAFE ETF   2025-04-14 2025-06-10
1044. ISHARES CORE MSCI EAFE ETF   2023-03-06 2025-06-10
74. ISHARES MSCI EMERGING MARKETS EX   2024-12-23 2025-06-10
9. ISHARES MSCI EMERGING MARKETS EX   2023-05-11 2025-06-10
247.903 NEUBERGER BERMAN INTRINSIC VALUE-IS   2025-03-19 2025-06-10
1043.447 BNYM YLD ENHAN STRAT-Y   2025-03-19 2025-09-15
16033.352 BNYM YLD ENHAN STRAT-Y   2021-04-28 2025-09-15
93.179 FULLTHALER BEH S/C GRW-R6   2025-01-24 2025-09-15
1065. ISHARES 1-3 YEAR TREASURY BOND ETF   2025-04-14 2025-09-15
2731. ISHARES CORE S&P MID-CAP ETF   2024-12-23 2025-09-15
669. ISHARES CORE S&P MID-CAP ETF   2025-03-19 2025-09-15
2981. ISHARES CORE S&P MID-CAP ETF   2022-08-01 2025-09-15
1590. ISHARES MSCI EMERGING MARKETS EX   2023-05-11 2025-09-15
151.406 NEUBERGER BERMAN INTRINSIC VALUE-IS   2025-03-19 2025-09-15
55.247 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-06-24 2025-09-15
39.673 G Q G PART EMERG MKTS EQ-INST   2025-09-15 2025-09-17
79.563 BNY MELLON BOND FUND-M   2007-07-20 2025-09-17
24.436 BNYM INTL STCK-Y   2024-06-24 2025-09-17
24.674 FULLTHALER BEH S/C GRW-R6   2025-01-24 2025-09-17
44.265 CAUSEWAY INTL VALUE FD INST   2025-09-15 2025-09-17
10.889 FIDELITY ADV INTL SM CAP-Z   2025-09-15 2025-09-17
2.629 GOLDMAN SACHS ABS RETURN TR FUND - I   2025-09-15 2025-09-17
293. ISHARES 1-3 YEAR TREASURY BOND ETF   2025-06-10 2025-09-17
3. ISHARES CORE MSCI EAFE ETF   2025-09-15 2025-09-17
20. ISHARES CORE MSCI EMERGING   2025-09-15 2025-09-17
22.988 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-06-24 2025-09-17
9.247 NEUBERGER BERMAN LONG SH-INS   2025-09-15 2025-09-17
242.045 G Q G PART EMERG MKTS EQ-INST   2025-09-15 2025-11-19
155.303 BNY MELLON BOND FUND-M   2007-07-20 2025-11-19
34.803 CAUSEWAY INTL VALUE FD INST   2025-09-15 2025-11-19
20.232 GATEWAY TR   2025-09-15 2025-11-19
96.186 GOLDMAN SACHS ABS RETURN TR FUND - I   2025-09-15 2025-11-19
42.599 NEUBERGER BERMAN LONG SH-INS   2025-09-15 2025-11-19
3. ISHARES CORE S&P 500 ETF   2025-03-19 2025-11-20
26. ISHARES CORE S&P 500 ETF   2025-09-15 2025-11-20
140. ISHARES 1-3 YEAR TREASURY BOND ETF   2025-06-10 2025-11-20
138. ISHARES 1-3 YEAR TREASURY BOND ETF   2024-04-15 2025-11-20
34. ISHARES CORE MSCI EMERGING   2025-09-15 2025-11-20
189.728 G Q G PART EMERG MKTS EQ-INST   2025-09-15 2025-12-29
2035.995 G Q G PART EMERG MKTS EQ-INST   2024-04-16 2025-12-29
3273.676 BNYM INTL STCK-Y   2024-06-24 2025-12-29
100.947 FULLTHALER BEH S/C GRW-R6   2025-01-24 2025-12-29
29.99 GATEWAY TR   2025-09-15 2025-12-29
46.651 GOLDMAN SACHS ABS RETURN TR FUND - I   2025-12-11 2025-12-29
94. ISHARES CORE S&P 500 ETF   2025-03-19 2025-12-29
126. ISHARES CORE S&P 500 ETF   2023-11-20 2025-12-29
27. JPMORGAN EQUITY PREMIUM INCO   2025-09-15 2025-12-29
162.771 J H III DISC MID CAP VAL-R6   2025-09-15 2025-12-29
176.435 NEUBERGER BERMAN INTRINSIC VALUE-IS   2025-11-19 2025-12-29
99.63 NEUBERGER BERMAN INTRINSIC VALUE-IS   2024-06-24 2025-12-29
95.231 PRINCIPAL MIDCAP FUND-R6   2025-09-15 2025-12-29
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 177,656   174,571 3,085
b 17,455   17,031 424
c 6,070   5,898 172
d 60,585   49,874 10,711
e 7,219   6,501 718
11,503   11,125 378
11,994   11,983 11
97,196   99,179 -1,983
19,961   17,875 2,086
14,122   15,938 -1,816
5,531   5,936 -405
5,287   4,893 394
101   93 8
329   326 3
12,823   11,529 1,294
10,243   8,690 1,553
1,745   1,895 -150
45,908   52,286 -6,378
376   360 16
440   400 40
21,266   22,053 -787
5,686   4,872 814
20   20  
24,366   26,895 -2,529
2,325   2,422 -97
2,099   2,124 -25
10,015   9,207 808
106,442   110,017 -3,575
59,693   61,676 -1,983
710   775 -65
6,281   7,440 -1,159
3,338   2,706 632
66,355   63,405 2,950
16,032   17,080 -1,048
1,507   1,336 171
87,395   69,257 18,138
4,565   4,166 399
555   449 106
5,094   5,030 64
11,843   11,585 258
181,979   189,632 -7,653
4,868   4,865 3
88,315   87,999 316
180,000   178,455 1,545
44,094   38,897 5,197
196,478   148,979 47,499
106,228   79,370 26,858
3,619   3,072 547
1,320   1,120 200
699   693 6
891   964 -73
574   608 -34
1,305   1,288 17
1,055   1,053 2
414   415 -1
28   28  
24,299   24,128 171
261   263 -2
1,319   1,304 15
551   466 85
185   185  
4,383   4,226 157
1,729   1,882 -153
822   828 -6
1,010   1,005 5
1,032   1,028 4
853   852 1
1,967   1,691 276
17,050   17,245 -195
11,608   11,529 79
11,442   11,205 237
2,231   2,217 14
3,425   3,313 112
36,750   35,141 1,609
70,744   81,449 -10,705
5,558   5,270 288
1,538   1,490 48
503   502 1
64,944   52,995 11,949
87,052   57,511 29,541
1,565   1,537 28
4,528   4,922 -394
4,370   4,337 33
2,468   2,021 447
4,144   4,568 -424
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
      65,496
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       3,085
b       424
c       172
d       10,711
e       718
      378
      11
      -1,983
      2,086
      -1,816
      -405
      394
      8
      3
      1,294
      1,553
      -150
      -6,378
      16
      40
      -787
      814
       
      -2,529
      -97
      -25
      808
      -3,575
      -1,983
      -65
      -1,159
      632
      2,950
      -1,048
      171
      18,138
      399
      106
      64
      258
      -7,653
      3
      316
      1,545
      5,197
      47,499
      26,858
      547
      200
      6
      -73
      -34
      17
      2
      -1
       
      171
      -2
      15
      85
       
      157
      -153
      -6
      5
      4
      1
      276
      -195
      79
      237
      14
      112
      1,609
      -10,705
      288
      48
      1
      11,949
      29,541
      28
      -394
      33
      447
      -424
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 196,379
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 4,346
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 4,346
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 4,346
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,516
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,516
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... 10 170
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax170 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)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBNY MELLON NA Telephone no. (215) 553-3388

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
ANTOINETTE DENISOF CO-TRUSTEE
1 		0    
140 RIVERSIDE DRIVE APT 19J
NEW YORK,NY10024
BNY MELLON N A TRUSTEE
1 		4,900    
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
4,859,938
b
Average of monthly cash balances.......................
1b
246,600
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,106,538
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
5,106,538
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
76,598
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,029,940
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
251,497
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
251,497
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,346
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,346
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
247,151
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
247,151
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
247,151
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
203,195
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
203,195
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 7 247,151
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 200,510
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 203,195
a Applied to 2024, but not more than line 2a 200,510
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..... 2,685
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		244,466
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

BENNINGTON COLLEGE CORPORATION

RT 67A
BENNINGTON,VT052010000 		NONE   GENERAL OPERATING 9,322

NORTH SHORE ANIMAL LEAGUE AMERICA INC

750 PORT WASHINGTON BLVD
PRT WASHINGTN,NY110503720 		NONE   GENERAL OPERATING 7,322

MIGHTY MUTTS INC

PO BOX 1147
NEW YORK,NY102761147 		NONE   GENERAL OPERATING 7,322

GRACE CHURCH SCHOOL

86 4TH AVE
NEW YORK,NY100035232 		NONE   GENERAL OPERATING 9,322

HUMANE SOCIETY OF NEW YORK

306 E 59TH ST
NEW YORK,NY100222006 		NONE   GENERAL OPERATING 7,322

RUDOLF STEINER SCHOOL INC

15 E 79TH ST OFC
NEW YORK,NY100750147 		NONE   GENERAL OPERATING 9,322

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX

270 MADISON AVE 11TH FL
NEW YORK,NY100160601 		NONE   GENERAL OPERATING 23,322

PUPPIES BEHIND BARS INC

263 WEST 38TH STREET 4TH FLOOR
NEW YORK,NY100184483 		NONE   GENERAL OPERATING 7,324

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY ST
PHILADELPHIA,PA191021403 		NONE   GENERAL OPERATING 23,322

CURTIS INSTITUTE OF MUSIC

1726 LOCUST ST
PHILADELPHIA,PA191036107 		NONE   GENERAL OPERATING 23,322

ROYAL OAK FOUNDATION INC

20 W 44TH ST STE 606
NEW YORK,NY100366603 		NONE   GENERAL OPERATING 23,322

PHILADELPHIA YEARLY MEETING OF FRIENDS

5511 GREENE ST
PHILADELPHIA,PA191442805 		NONE   GENERAL OPERATING 33,322

KITTYKIND INC

PO BOX 961
NEW YORK,NY101560961 		NONE   GENERAL OPERATING 7,322

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE
ARLINGTON,VA222031637 		NONE   GENERAL OPERATING 9,322
Total ................................. 3a 200,510
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 ....     14 122,645  
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 ............ 		    18 196,379  
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) ..   319,024  
13Total. Add line 12, columns (b), (d), and (e)..................
13
319,024
(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:
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
EIN:
25-6453053
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M830 BNY MELLON BOND FUND AT COST 1,110,119 1,079,958
05588L888 BNYM YLD ENHAN STRAT      
367829884 GATEWAY TR AT COST 84,422 115,966
64128R608 NEUBERGER BERMAN LON AT COST 115,115 136,170
464287507 ISHARES TR S&P MIDCA      
464287804 ISHARES TR S & P SMA      
38145N220 GOLDMAN SACHS ABS RE AT COST 90,459 102,811
05588F709 BNY MELLON DEVELOPED AT COST 50,905 50,340
31618H283 FIDELITY ADV INTL SM AT COST 67,646 83,110
01988X408 ALLSPRING GLO LNG/SH      
464287200 ISHARES CORE S&P 500 AT COST 1,133,701 1,897,284
46432F842 ISHARES CORE MSCI EA AT COST 106,588 138,126
46434G764 ISHARES MSCI EMERGIN      
00766Y513 CHAMPLAIN MID CAP FU      
00771X419 G Q G PART EMERG MKT AT COST 63,410 65,730
05587K857 BNYM INTL STCK-Y AT COST 89,982 83,030
464287457 ISHARES 1-3 YEAR TRE AT COST 32,980 33,625
64122Q705 NEUBERGER BERMAN INT AT COST 75,004 91,226
05588E850 BNY MELLON HIGH YIEL AT COST 26,018 25,788
05589K400 BNYM FLTNG RT INC-Y AT COST 26,432 25,811
14021M107 CAP GROUP INTL EQUIT AT COST 82,685 82,523
14064D774 FULLTHALER BEH S/C G AT COST 83,060 90,603
14949P208 CAUSEWAY INTL VALUE AT COST 158,902 166,904
46434G103 ISHARES CORE MSCI EM AT COST 198,324 201,526
46641Q332 JPMORGAN EQUITY PREM AT COST 128,987 134,457
47803W703 J H III DISC MID CAP AT COST 235,431 215,465
74256W584 PRINCIPAL MIDCAP FUN AT COST 238,282 215,257
87234N765 TCW EMERGING MARKETS AT COST 102,683 103,089

TY 2025 LegalFeesSchedule
Name:
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
EIN:
25-6453053
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 475     475


TY 2025 OtherDecreasesSchedule
Name:
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
EIN:
25-6453053
Description Amount
MUTUAL FUND TIMING ADJ 228
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
EIN:
25-6453053
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250


TY 2025 TaxesSchedule
Name:
SONIA RAIZISS GIOP CHAR FDN-CHAR TR
EIN:
25-6453053
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,081 1,081   0
FEDERAL TAX PAYMENT - PRIOR YE 1,813 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,516 0   0
FOREIGN TAXES ON NONQUALIFIED 658 658   0