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

22-6018818
B Telephone number (see instructions)

4127686324
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)$9,606,704J 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... 194,333 192,808  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,433
b Gross sales price for all assets on line 6a 355,981
7 Capital gain net income (from Part IV, line 2)... 60,433
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........ 254,766 253,241  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,342 56,274   14,068
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).... Click to see attachment
List of Attached Documents:
// Content
3,178 3,178   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,953 3,516   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
154 154    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,627 63,122 0 14,068
25 Contributions, gifts, grants paid....... 389,325 389,325
26 Total expenses and disbursements. Add lines 24 and 25 ................ 475,952 63,122 0 403,393
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -221,186
b Net investment income (if negative, enter -0-) 190,119
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............. -1,462    
2 Savings and temporary cash investments......... 242,319 172,900 172,900
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)....... 476,180 Click to see attachment
List of Attached Documents:
// Content
520,215 		779,988
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).......... 6,503,416 Click to see attachment
List of Attached Documents:
// Content
6,305,876 		8,653,816
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) 7,220,453 6,998,991 9,606,704
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........ 7,220,453 6,998,991
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)..... 7,220,453 6,998,991
30 Total liabilities and net assets/fund balances (see instructions). 7,220,453 6,998,991
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
7,220,453
2
Enter amount from Part I, line 27a .....................
2
-221,186
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
469
4
Add lines 1, 2, and 3 ..........................
4
6,999,736
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
745
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,998,991
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 5. AUTODESK INC     2025-01-16
b 16. INTAPP INC   2024-10-17 2025-01-22
c 8. INTAPP INC   2023-11-15 2025-01-22
d 24. INTRA-CELLULAR THERAPIES INC     2025-01-28
e 1. ANSYS INC   2024-12-04 2025-01-29
2. AUTODESK INC   2022-04-12 2025-01-29
5. BROOKFIELD CORP   2024-10-17 2025-01-29
6. BROOKFIELD INFRASTRUCTURE CORP   2024-10-17 2025-01-29
1. DOMINO'S PIZZA, INC.   2024-10-17 2025-01-29
9. KKR & CO INC   2024-10-17 2025-01-29
9. MICROCHIP TECHNOLOGY INC   2024-10-17 2025-01-29
7. MICROCHIP TECHNOLOGY INC   2016-08-15 2025-01-29
1. PROGRESSIVE CORP OHIO   2024-10-17 2025-01-29
2. SBA COMMUNICATIONS CORP   2024-10-17 2025-01-29
4. SBA COMMUNICATIONS CORP     2025-01-29
5. ARCH CAPITAL GROUP LTD   2024-10-17 2025-01-29
10. ICF INTERNATIONAL INC   2020-07-15 2025-01-31
3. AUTODESK INC     2025-02-10
3. COSTAR GROUP INC     2025-02-10
1. GARTNER INC   2024-10-17 2025-02-10
5. KKR & CO INC   2020-07-15 2025-02-10
43. MICROCHIP TECHNOLOGY INC   2016-08-15 2025-02-10
2. VERALTO CORP-W/I     2025-02-10
6. VERISIGN INC   2020-03-19 2025-02-10
27. MILLROSE PROPERTIES   2025-02-10 2025-02-12
15. ICF INTERNATIONAL INC   2020-07-15 2025-02-18
6. AUTODESK INC     2025-02-26
8. MICROCHIP TECHNOLOGY INC   2016-08-15 2025-02-26
183. PARAGON 28 INC     2025-03-03
11. HALOZYME THERAPEUTICS INC   2020-10-20 2025-03-21
14. INTRA-CELLULAR THERAPIES INC     2025-03-21
19. CARMAX INC   2020-07-15 2025-03-27
5. COSTAR GROUP INC   2021-12-03 2025-03-27
1. GARTNER INC   2024-10-17 2025-03-27
3. HEICO CORP NEW   2024-10-17 2025-03-27
1. O REILLY AUTOMOTIVE INC   2024-10-17 2025-03-27
1. TRANSDIGM GROUP INC   2024-10-17 2025-03-27
14. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-04-03
76. CHAMPIONX CORPORATION     2025-04-08
16. SCHWAB SHORT TERM US TREASURY   2024-11-20 2025-04-08
1052. SCHWAB SHORT TERM US TREASURY   2022-10-14 2025-04-08
1. BROWN & BROWN INC   2024-10-17 2025-04-11
8. SILICON LABORATORIES INC   2020-07-15 2025-04-11
40. FLYWIRE CORP-VOTING   2024-05-15 2025-04-16
175. FLYWIRE CORP-VOTING     2025-04-16
2515.5 BLACKROCK STRATEGIC INCOME     2025-04-24
585.764 BLACKROCK STRATEGIC INCOME   2024-04-12 2025-04-24
10. CARMAX INC   2020-07-15 2025-04-25
1. COPART INC   2024-10-17 2025-04-25
4. KKR & CO INC   2025-04-11 2025-04-25
1. PROGRESSIVE CORP OHIO   2020-07-15 2025-04-25
9. ICU MED INC     2025-05-06
16. SILICON LABORATORIES INC     2025-05-06
24. CARMAX INC   2020-07-15 2025-05-14
3. LIBERTY MEDIA CORP-LIB-NEW-C   2024-10-17 2025-05-14
41. ENDAVA PLC- SPON ADR     2025-05-15
7. BROWN & BROWN INC     2025-06-12
11. CARMAX INC   2020-07-15 2025-06-12
1. GARTNER INC   2024-10-17 2025-06-12
4. HEICO CORP NEW   2024-10-17 2025-06-12
3. PROGRESSIVE CORP OHIO   2020-07-15 2025-06-12
5. BOOT BARN HOLDINGS INC   2024-11-05 2025-06-13
1. BOOT BARN HOLDINGS INC   2020-10-15 2025-06-13
5. CHART INDUSTRIES INC   2023-07-21 2025-06-13
7. HEALTHEQUITY INC   2020-07-15 2025-06-13
39. PACIFIC PREMIER BANCORP INC     2025-06-13
3. RBC BEARINGS INC   2020-07-15 2025-06-13
26. SPRINGWORKS THERAPEUTICS INC     2025-06-30
41. SPRINGWORKS THERAPEUTICS INC     2025-06-30
9. INSMED INC   2022-12-08 2025-07-03
44. MAGNOLIA OIL & GAS CORP     2025-07-03
8. BROOKFIELD CORP   2024-10-17 2025-07-07
1. GARTNER INC   2024-07-10 2025-07-07
5. HEICO CORP NEW     2025-07-07
1. LIBERTY MEDIA CORP-LIB-NEW-C   2024-10-17 2025-07-07
2. LIBERTY MEDIA CORP-LIB-NEW-A   2024-10-17 2025-07-07
10. O REILLY AUTOMOTIVE INC   2024-10-17 2025-07-07
6. PROGRESSIVE CORP OHIO   2020-07-15 2025-07-07
16. ARCH CAPITAL GROUP LTD     2025-07-07
14. ARCH CAPITAL GROUP LTD     2025-07-07
921. ISHARES CORE MSCI EAFE ETF     2025-07-11
278. ISHARES CORE MSCI EAFE ETF   2023-11-29 2025-07-11
5. ANSYS INC   2020-07-15 2025-07-18
1. ANSYS INC   2024-10-17 2025-07-18
.039 SYNOPSYS INC   2025-07-18 2025-07-22
1. MEDPACE HOLDINGS INC   2024-11-08 2025-07-23
1. MEDPACE HOLDINGS INC   2020-10-30 2025-07-23
7. BROOKFIELD CORP     2025-07-25
2. GARTNER INC     2025-07-25
13. PERIMETER SOLUTIONS INC   2024-10-17 2025-07-25
3. PERIMETER SOLUTIONS INC   2021-11-23 2025-07-25
2. SYNOPSYS INC   2025-07-18 2025-07-25
3. VAIL RESORTS INC   2024-10-29 2025-07-25
8. VAIL RESORTS INC     2025-07-25
2. ARCH CAPITAL GROUP LTD   2016-05-26 2025-07-25
14. INSMED INC   2022-12-08 2025-08-06
8. BROOKFIELD ASSET MGMT-A-W/I   2024-10-17 2025-08-13
13. CARMAX INC   2024-10-17 2025-08-13
15. CARMAX INC     2025-08-13
6. GARTNER INC   2020-07-15 2025-08-13
4. KKR & CO INC   2025-06-12 2025-08-13
5. O REILLY AUTOMOTIVE INC   2024-10-17 2025-08-13
7. VAIL RESORTS INC   2016-10-21 2025-08-13
3. ARCH CAPITAL GROUP LTD   2016-05-26 2025-08-13
5. STERLING INFRASTRUCTURE INC   2025-02-28 2025-08-14
3. COSTAR GROUP INC   2021-12-03 2025-08-27
8. GARTNER INC   2020-07-15 2025-08-27
15. CHART INDUSTRIES INC     2025-08-29
.435 COLUMBIA BKG SYS INC   2020-07-15 2025-09-10
1. DOMINO'S PIZZA, INC.   2024-10-17 2025-09-17
7. PROGRESSIVE CORP OHIO   2020-07-15 2025-09-17
16. INSMED INC   2022-12-08 2025-09-19
76. THE BALDWIN INSURANCE GROUP   2024-06-10 2025-10-02
17. INSMED INC     2025-10-02
2. STERLING INFRASTRUCTURE INC   2025-02-28 2025-10-02
2. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-02
3. ARTIVION INC   2020-07-15 2025-10-06
2. HORACE MANN EDUCATORS CORP NEW   2018-10-10 2025-10-06
1. PATRICK INDUSTRIES INC   2022-04-12 2025-10-06
3. STAG INDUSTRIES INC   2019-06-25 2025-10-06
18. ARTIVION INC   2020-07-15 2025-10-08
3. MEDPACE HOLDINGS INC   2020-10-30 2025-10-08
17. SUPERNUS PHARMACEUTICALS INC   2025-03-21 2025-10-08
5. SUPERNUS PHARMACEUTICALS INC   2020-07-15 2025-10-08
14. BROOKFIELD CORP   2025-03-12 2025-10-16
1. COSTAR GROUP INC   2024-10-17 2025-10-16
4. COSTAR GROUP INC   2021-12-03 2025-10-16
919. ISHARES CORE MSCI EMERGING   2024-10-17 2025-10-21
45. ISHARES CORE MSCI EMERGING   2024-10-17 2025-10-27
16. ISHARES CORE MSCI EAFE ETF   2023-11-29 2025-10-28
5. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-28
11. UFP INDUSTRIES INC   2020-07-15 2025-10-28
10. WR BERKLEY CORP     2025-10-30
6. WR BERKLEY CORP   2024-10-17 2025-10-30
18. BROOKFIELD CORP     2025-10-30
20. BROOKFIELD CORP   2020-07-15 2025-10-30
8. DESCARTES SYS GROUP INC   2021-03-01 2025-11-04
3. ITT INC   2022-06-23 2025-11-04
10. PRIMORIS SERVICES CORP   2020-07-15 2025-11-04
5. SPX TECHNOLOGIES   2021-10-05 2025-11-04
3. UFP INDUSTRIES INC   2020-07-15 2025-11-04
23. VERACYTE INC   2020-07-15 2025-11-07
28. INTAPP INC     2025-11-11
5. MACOM TECHNOLOGY SOLUTIONS   2020-07-15 2025-11-11
49. VIAVI SOLUTIONS INC -W/I   2018-10-10 2025-11-11
1. AIR PRODUCTS & CHEMICALS INC   2025-01-29 2025-11-20
6. WR BERKLEY CORP     2025-11-20
17. BROOKFIELD CORP   2020-07-15 2025-11-20
1. HEICO CORP NEW   2025-02-26 2025-11-20
2. ARCH CAPITAL GROUP LTD   2016-05-26 2025-11-20
6. PRIMORIS SERVICES CORP   2020-07-15 2025-11-24
3. RBC BEARINGS INC   2020-07-15 2025-11-24
4. STIFEL FINL CORP   2018-10-10 2025-11-24
27. ARCUTIS BIOTHERAPEUTICS INC     2025-12-10
16. PRIMORIS SERVICES CORP   2020-07-15 2025-12-10
16. VITA COCO CO INC/THE   2025-03-03 2025-12-10
1. VITA COCO CO INC/THE   2024-10-17 2025-12-10
25. BROOKFIELD CORP   2020-07-15 2025-12-19
7. HILTON WORLDWIDE HLDGS - W/I   2024-10-17 2025-12-19
1. IDEXX LABS INC   2025-08-13 2025-12-19
1. TRANSDIGM GROUP INC   2025-08-27 2025-12-19
3. MEDPACE HOLDINGS INC   2020-10-30 2025-12-23
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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 1,463   1,080 383
b 1,130   799 331
c 565   309 256
d 3,048   1,211 1,837
e 347   358 -11
608   408 200
306   276 30
244   262 -18
426   429 -3
1,517   1,246 271
505   691 -186
392   213 179
248   252 -4
402   494 -92
804   970 -166
475   539 -64
1,179   635 544
921   581 340
232   236 -4
530   533 -3
737   174 563
2,244   1,306 938
199   219 -20
1,334   971 363
595   666 -71
1,592   953 639
1,731   1,080 651
473   243 230
2,376   1,811 565
705   333 372
1,842   673 1,169
1,409   1,785 -376
399   393 6
423   533 -110
636   619 17
1,403   1,203 200
1,392   1,408 -16
1,848   647 1,201
1,835   1,873 -38
389   387 2
25,587   25,301 286
118   107 11
688   834 -146
344   676 -332
1,504   3,926 -2,422
23,897   24,052 -155
5,565   5,459 106
649   939 -290
61   54 7
455   402 53
264   86 178
1,222   1,673 -451
1,669   1,661 8
1,627   2,255 -628
290   239 51
609   2,526 -1,917
742   754 -12
735   1,033 -298
413   533 -120
947   826 121
795   257 538
804   641 163
161   33 128
719   831 -112
722   424 298
813   829 -16
1,107   403 704
1,221   884 337
1,926   1,724 202
886   171 715
1,028   643 385
514   442 72
400   449 -49
1,276   993 283
103   80 23
187   148 39
911   802 109
1,552   514 1,038
1,427   1,618 -191
1,248   729 519
76,416   67,550 8,866
23,066   18,825 4,241
1,980   1,509 471
396   327 69
23   22 1
435   357 78
435   112 323
470   385 85
710   683 27
217   176 41
50   38 12
1,220   1,153 67
473   509 -36
1,261   1,349 -88
177   48 129
1,552   266 1,286
503   410 93
736   976 -240
849   1,275 -426
1,388   751 637
594   503 91
515   401 114
1,055   1,105 -50
265   72 193
1,443   622 821
266   236 30
1,960   1,001 959
2,979   2,129 850
11   10 1
442   429 13
1,693   599 1,094
2,335   304 2,031
2,050   2,620 -570
2,512   316 2,196
680   249 431
680   244 436
123   58 65
89   87 2
104   60 44
109   92 17
731   350 381
1,579   335 1,244
812   553 259
239   124 115
629   472 157
75   78 -3
299   314 -15
61,734   52,253 9,481
3,083   2,559 524
1,430   1,083 347
1,884   610 1,274
1,005   563 442
717   587 130
430   362 68
833   600 233
926   377 549
683   483 200
552   198 354
1,321   170 1,151
1,075   290 785
275   153 122
953   700 253
1,127   1,184 -57
850   184 666
873   588 285
257   327 -70
463   345 118
759   320 439
242   187 55
184   48 136
702   102 600
1,279   403 876
468   135 333
800   626 174
2,113   272 1,841
866   525 341
54   29 25
1,129   471 658
2,039   1,670 369
702   652 50
1,263   1,323 -60
1,714   335 1,379
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
      480
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       383
b       331
c       256
d       1,837
e       -11
      200
      30
      -18
      -3
      271
      -186
      179
      -4
      -92
      -166
      -64
      544
      340
      -4
      -3
      563
      938
      -20
      363
      -71
      639
      651
      230
      565
      372
      1,169
      -376
      6
      -110
      17
      200
      -16
      1,201
      -38
      2
      286
      11
      -146
      -332
      -2,422
      -155
      106
      -290
      7
      53
      178
      -451
      8
      -628
      51
      -1,917
      -12
      -298
      -120
      121
      538
      163
      128
      -112
      298
      -16
      704
      337
      202
      715
      385
      72
      -49
      283
      23
      39
      109
      1,038
      -191
      519
      8,866
      4,241
      471
      69
      1
      78
      323
      85
      27
      41
      12
      67
      -36
      -88
      129
      1,286
      93
      -240
      -426
      637
      91
      114
      -50
      193
      821
      30
      959
      850
      1
      13
      1,094
      2,031
      -570
      2,196
      431
      436
      65
      2
      44
      17
      381
      1,244
      259
      115
      157
      -3
      -15
      9,481
      524
      347
      1,274
      442
      130
      68
      233
      549
      200
      354
      1,151
      785
      122
      253
      -57
      666
      285
      -70
      118
      439
      55
      136
      600
      876
      333
      174
      1,841
      341
      25
      658
      369
      50
      -60
      1,379
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 60,433
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 2,643
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 2,643
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 2,643
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,431
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 8,431
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 5,788
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,322 Refunded 11 4,466
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)
NJ
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 768-6324

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		70,342    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,853,820
b
Average of monthly cash balances.......................
1b
152,282
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,006,102
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
9,006,102
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
135,092
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,871,010
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
443,551
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
443,551
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,643
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,643
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
440,908
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
440,908
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
440,908
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
403,393
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
403,393
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 7 440,908
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 389,325
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: $ 403,393
a Applied to 2024, but not more than line 2a 389,325
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..... 14,068
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 .......... 		426,840
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

SHRINERS HOSPITAL FOR CHILDREN

POST OFFICE BOX 31356
TAMPA,FL33631 		NONE   GENERAL SUPPORT 389,325
Total ................................. 3a 389,325
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 ....     14 194,333  
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 60,433  
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) ..   254,766  
13Total. Add line 12, columns (b), (d), and (e)..................
13
254,766
(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 ExplnOfNonFilingWithAGStmt
Name:
WILLIAM H RITTER
EIN:
22-6018818
Statement:
THIS TRUST DOES NOT FILE A COPY OF FORM 990-PF WITH THE OFFICE OF THE ATTORNEY GENERAL IN NEW JERSEY BECAUSE THE TRUST TAKES IN LESS THAN $10,000 IN GROSS CONTRIBUTIONS AND DOES NOT SOLICIT FUNDS IN THE STATE OF NEW JERSEY. THEREFORE, THE ATTORNEY GENERAL DOES NOT WISH TO RECEIVE A COPY OF THE TAX RETURN.

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 3,705 2,228
115236101 BROWN & BROWN INC 6,087 12,593
143130102 CARMAX INC    
149150104 CATHAY GENERAL BANCO 1,924 3,678
153527205 CENTRAL GARDEN AND P 3,918 4,057
217204106 COPART INC 5,575 13,898
228903100 ARTIVION INC 1,686 4,059
249906108 DESCARTES SYS GROUP 2,087 3,506
311900104 FASTENAL CO 1,410 5,137
366651107 GARTNER INC    
379577208 GLOBUS MEDICAL INC A 3,334 5,937
422806208 HEICO CORP NEW 9,057 22,719
440327104 HORACE MANN EDUCATOR 3,792 4,849
441593100 HOULIHAN LOKEY INC 1,404 5,400
448579102 HYATT HOTELS CORP 3,008 5,611
451107106 IDACORP INC 2,716 3,797
526057104 LENNAR CORP 5,747 6,476
538034109 LIVE NATION ENTERTAI 9,275 15,675
570535104 MARKEL GROUP INC 6,281 12,898
573284106 MARTIN MARIETTA MATL 9,188 13,699
595017104 MICROCHIP TECHNOLOGY    
603158106 MINERALS TECHNOLOGIE 2,943 3,535
615369105 MOODY'S CORP 1,845 3,065
668074305 NORTHWESTERN ENERGY 4,278 5,034
675234108 OCEANFIRST FINANCIAL 2,598 2,890
691497309 OXFORD INDUSTRIES IN 1,761 1,231
703343103 PATRICK INDUSTRIES I 1,913 4,879
743315103 PROGRESSIVE CORP OHI    
776696106 ROPER TECHNOLOGIES I 7,796 8,457
778296103 ROSS STORES INC 1,851 3,062
811707801 SEACOAST BANKING COR 3,171 4,839
826919102 SILICON LABORATORIES    
827048109 SILGAN HLDGS INC 3,860 3,876
830830105 CHAMPION HOMES INC 2,208 5,831
860630102 STIFEL FINL CORP 1,151 5,510
868459108 SUPERNUS PHARMACEUTI 3,303 6,014
882681109 TEXAS ROADHOUSE INC 1,522 4,648
893641100 TRANSDIGM GROUP INC 9,991 21,278
902252105 TYLER TECHNOLOGIES I 3,940 6,809
925550105 VIAVI SOLUTIONS INC 2,791 5,007
929160109 VULCAN MATERIALS CO 11,804 19,965
92343E102 VERISIGN INC    
03076K108 AMERIS BANCORP 1,754 5,867
03662Q105 ANSYS INC    
04963C209 ATRICURE INC 4,238 4,352
05368V106 AVIENT CORPORATION 3,872 4,249
12504L109 CBRE GROUP INC 5,590 15,436
19247A100 COHEN & STEERS INC 3,390 3,202
22160N109 COSTAR GROUP INC 10,301 9,884
25754A201 DOMINO'S PIZZA, INC. 6,114 6,669
29260V105 ENDAVA PLC- SPON ADR    
37637Q105 GLACIER BANCORP INC 1,527 1,938
38526M106 GRAND CANYON EDUCATI 2,656 4,324
40637H109 HALOZYME THERAPEUTIC 1,695 3,769
42226A107 HEALTHEQUITY INC 2,349 3,848
43300A203 HILTON WORLDWIDE HLD 6,468 20,682
44925C103 ICF INTERNATIONAL IN    
44930G107 ICU MED INC    
45168D104 IDEXX LABS INC 2,243 6,765
48251W104 KKR & CO INC 5,164 17,082
55354G100 MSCI INC 7,169 8,606
55405Y100 MACOM TECHNOLOGY SOL 1,828 8,564
58506Q109 MEDPACE HOLDINGS INC 447 2,247
63633D104 NATIONAL HEALTH INVS 2,184 3,055
67000B104 NOVANTA INC 4,604 4,998
67103H107 O REILLY AUTOMOTIVE 3,377 17,786
69478X105 PACIFIC PREMIER BANC    
71944F106 PHREESIA INC 4,148 2,589
74164F103 PRIMORIS SERVICES CO 560 4,097
75524B104 RBC BEARINGS INC 2,015 6,726
78377T107 RYMAN HOSPITALITY PP 1,296 3,406
78410G104 SBA COMMUNICATIONS C    
85254J102 STAG INDUSTRIES INC 4,322 5,220
90278Q108 UFP INDUSTRIES INC 1,535 2,732
91879Q109 VAIL RESORTS INC    
92337F107 VERACYTE INC 2,841 4,673
92345Y106 VERISK ANALYTICS INC 809 2,237
G0450A105 ARCH CAPITAL GROUP L 973 4,316
M98068105 WIX.COM LTD 523 1,247
008492100 AGREE RLTY CORP 2,972 3,385
03990B101 ARES MANAGEMENT CORP 4,211 6,304
052769106 AUTODESK INC    
057665200 BALCHEM CORP CL B 2,264 4,141
099406100 BOOT BARN HOLDINGS I 652 3,529
453836108 INDEPENDENT BANK COR 2,122 3,142
46116X101 INTRA-CELLULAR THERA    
559663109 MAGNOLIA OIL & GAS C 1,787 3,284
576485205 MATADOR RESOURCES CO 2,808 3,607
76156B107 REVOLVE GROUP INC 1,918 1,660
03969K108 ARCUTIS BIOTHERAPEUT 1,964 3,514
09058V103 BIOCRYST PHARMACEUTI 3,242 2,863
11271J107 BROOKFIELD CORP 8,571 20,880
113004105 BROOKFIELD ASSET MGM 2,262 3,929
15872M104 CHAMPIONX CORPORATIO    
302492103 FLYWIRE CORP-VOTING    
45073V108 ITT INC 3,409 5,899
457669307 INSMED INC    
78473E103 SPX TECHNOLOGIES 1,957 7,202
01749D105 ALLEGRO MICROSYSTEMS 2,879 2,612
03783C100 APPFOLIO INC - A 5,324 7,212
124805102 CBIZ INC 3,923 3,632
16115Q308 CHART INDUSTRIES INC    
264147109 DUCOMMUN INC 2,057 3,805
33748L101 FIRST WATCH RESTAURA 4,843 4,268
361ESC049 GCI LIBERTY INC    
45827U109 INTAPP INC 3,975 5,132
531229755 LIBERTY MEDIA CORP-L 2,260 5,911
531229771 LIBERTY MEDIA CORP-L 2,590 3,128
87265H109 TRI POINTE HOMES INC 3,612 3,147
902788108 UMB FINL CORP 3,122 4,372
90337L108 U S PHYSICAL THERAPY 4,075 3,436
918090101 UTZ BRANDS INC 3,518 2,252
92846Q107 VITA COCO CO INC/THE 2,197 4,082
941848103 WATERS CORP 3,086 3,798
007973100 ADVANCED ENERGY INDS 3,192 6,072
00847X104 AGIOS PHARMACEUTICAL 2,786 2,858
031100100 AMETEK INC NEW 3,244 3,901
043436104 ASBURY AUTOMOTIVE GR 2,940 3,255
05589G102 THE BALDWIN INSURANC    
084423102 WR BERKLEY CORP 1,344 1,753
11276H106 BROOKFIELD INFRASTRU 10,060 13,030
11285B108 BROOKFIELD RENEWABLE 4,653 4,716
12510Q100 CCC INTELLIGENT SOLU 4,916 3,419
12763L105 CADRE HOLDINGS INC 3,667 4,125
22663K107 CRINETICS PHARMACEUT 2,976 3,212
292765104 ENERPAC TOOL GROUP C 4,048 3,518
29362U104 ENTEGRIS, INC 6,452 5,476
303250104 FAIR ISAAC CORPORATI 8,808 10,144
339750101 FLOOR & DECOR HOLDIN 5,569 3,958
363576109 GALLAGHER ARTHUR J & 6,533 5,952
384109104 GRACO INC 1,757 1,721
431636109 HILLMAN SOLUTIONS CO 3,275 2,927
45378A106 INDEPENDENCE REALTY 3,156 2,762
505336107 LA Z BOY INC 2,206 1,975
674215207 CHORD ENERGY CORP 3,905 2,596
69913P105 PARAGON 28 INC    
71367G102 PERELLA WEINBERG PAR 1,497 1,938
71385M107 PERIMETER SOLUTIONS 1,510 3,661
74275K108 PROCORE TECHNOLOGIES 3,059 2,691
78351F107 RYAN SPECIALTY HOLDI 2,896 2,323
80689H102 SCHNEIDER NATIONAL I 1,734 1,724
85205L107 SPRINGWORKS THERAPEU    
859241101 STERLING INFRASTRUCT 2,214 5,818
875372203 TANDEM DIABETES CARE 4,562 3,055
88224Q107 TEXAS CAP BANCSHARES 2,566 2,897
88362T103 THERMON GROUP HOLDIN 3,699 4,534
922475108 VEEVA SYSTEMS INC-CL 7,950 8,929
92338C103 VERALTO CORP-W/I 824 798
94106B101 WASTE CONNECTIONS IN 3,980 3,858
G39108108 GATES INDUSTRIAL COR 2,543 2,705
008073108 AEROVIRONMENT INC 3,222 2,419
009158106 AIR PRODUCTS & CHEMI 3,669 2,964
01644J108 ALKAMI TECHNOLOGY IN 3,588 3,437
10806X102 BRIDGEBIO PHARMA INC 2,533 4,054
126402106 CSW INDUSTRIALS INC 3,750 4,403
197236102 COLUMBIA BKG SYS INC 2,951 3,438
204166102 COMMVAULT SYSTEMS IN 4,654 3,385
23282W605 CYTOKINETICS INC NEW 2,288 2,415
26969P108 EAGLE MATERIALS INC 1,283 1,240
402635502 GULFPORT ENERGY CORP 3,001 3,328
50212V100 LPL FINANCIAL HOLDIN 7,226 7,143
52476L109 LEGENCE CORP-CL A 2,600 2,539
530909308 LIBERTY LIVE HOLDING 2,002 1,913
53220K504 LIGAND PHARMACEUTICA 2,397 2,269
64049M209 NEOGENOMICS INC 1,676 2,458
698884103 PAR TECHNOLOGY CORP/ 2,635 1,379
816850101 SEMTECH CORP 2,525 3,463
830940102 SKYWARD SPECIALTY IN 2,527 2,862
83418M103 SOLARIS ENERGY INFRA 2,109 4,045
888787108 TOAST INC-CLASS A 2,194 1,989
90400D108 ULTRAGENYX PHARMACEU 2,473 1,978
G25457105 CREDO TECHNOLOGY GRO 1,879 1,727

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM H RITTER
EIN:
22-6018818
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287200 ISHARES CORE S&P 500 AT COST 2,557,566 4,007,584
46090E103 INVESCO QQQ TRUST AT COST 1,090,201 1,587,991
46432F842 ISHARES CORE MSCI EA AT COST 669,461 966,436
46434G103 ISHARES CORE MSCI EM AT COST 358,969 471,884
057071854 BAIRD AGGREGATE BOND AT COST 917,426 881,953
808524862 SCHWAB SHORT TERM US AT COST 146,903 148,949
09260B382 BLACKROCK STRATEGIC AT COST 392,249 415,900
69344A107 PGIM ULTRA SHORT BON AT COST 173,101 173,119

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Description Amount
ROC ON CY SALES 77
PY RETURN OF CAPITAL ADJUSTMENT 668


TY 2025 OtherExpensesSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 149 149   0
INVESTMENT EXPENSES-DIVIDEND I 5 5   0


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Description Amount
MUTUAL FUND TIMING ADJ 447
COST BASIS ADJUSTMENT 22


TY 2025 OtherProfessionalFeesSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,178 3,178    


TY 2025 TaxesSchedule
Name:
WILLIAM H RITTER
EIN:
22-6018818
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,013 2,013   0
FEDERAL TAX PAYMENT - PRIOR YE 1,006 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,431 0   0
FOREIGN TAXES ON NONQUALIFIED 1,503 1,503   0