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

23-7358862
B Telephone number (see instructions)

4128076328
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,213,510
J 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... 106,823 106,434  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,283
b Gross sales price for all assets on line 6a 2,088,765
7 Capital gain net income (from Part IV, line 2)... 261,283
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........ 368,106 367,717  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,354 26,012   17,342
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,421 1,789   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,775 27,801 0 17,342
25 Contributions, gifts, grants paid....... 500,000 500,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 548,775 27,801 0 517,342
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -180,669
b Net investment income (if negative, enter -0-) 339,916
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......... 154,126 137,639 137,639
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).......... 3,500,013 Click to see attachment
List of Attached Documents:
// Content
3,336,824
4,075,871
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) 3,654,139 3,474,463 4,213,510
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,654,139 3,474,463
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,654,139 3,474,463
30 Total liabilities and net assets/fund balances (see instructions). 3,654,139 3,474,463
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,654,139
2
Enter amount from Part I, line 27a .....................
2
-180,669
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,238
4
Add lines 1, 2, and 3 ..........................
4
3,474,708
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
245
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,474,463
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 767.55 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
b 23.652 AMG RR SM CAP VAL-I   2023-07-07 2025-03-11
c 2870.311 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
d 66.516 ARTISAN INTL SM/MID-INST   2024-11-19 2025-03-11
e 646.206 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-03-11
224. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
697.913 DODGE & COX INCOME FUND   2013-01-03 2025-03-11
485.309 DOUBLELINE TOTAL RETURN BOND   2023-07-07 2025-03-11
926.161 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
20.813 OAKMARK INTL SM CAP-R6   2024-11-19 2025-03-11
2654.813 OAKMARK INTL SM CAP-R6   2023-07-07 2025-03-11
88. ISHARES U S TREASURY BOND   2024-11-19 2025-03-11
144. ISHARES U S TREASURY BOND   2023-07-07 2025-03-11
78. ISHARES MSCI INTL QUALITY   2024-11-19 2025-03-11
210. ISHARES MSCI INTL QUALITY   2023-07-07 2025-03-11
146.594 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-03-11
3974.862 MADISON MID CAP FUND-R6   2020-02-12 2025-03-11
1073.264 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
320.171 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
497.222 ALLSPRING CORE BOND FUND   2023-07-07 2025-03-11
197.611 AMG RR SM CAP VAL-I   2023-07-07 2025-03-21
31. PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-03-21
75. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-03-21
909.307 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-03-21
115. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-21
802.075 DODGE & COX INCOME FUND   2013-01-03 2025-03-21
505.336 DOUBLELINE TOTAL RETURN BOND   2023-07-07 2025-03-21
574.656 SEAFARER OVERSEAS GROWTH &   2023-07-07 2025-03-21
72.14 HARBOR MID CAP VALUE   2024-06-11 2025-03-21
512.306 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-03-21
73.049 WCM FOCUSED INTL GROWTH-INS   2020-02-12 2025-03-21
83. ISHARES CORE S&P 500   2025-03-11 2025-03-21
29. ISHARES CORE S&P 500   2023-07-07 2025-03-21
299. ISHARES U S TREASURY BOND   2023-07-07 2025-03-21
170. ISHARES MSCI INTL QUALITY   2023-07-07 2025-03-21
79. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-03-21
232.301 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-03-21
229.772 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-21
80.132 PRINCIPAL MIDCAP FUND-R6   2025-03-11 2025-03-21
682.135 PGIM HIGH YIELD FUND   2024-10-08 2025-03-21
90.478 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-03-21
324.347 TOUCHSTONE SANDS EM GR-R6   2020-05-12 2025-03-21
624.902 ALLSPRING CORE BOND FUND   2023-07-07 2025-03-21
20. WISDOMTREE U.S. QUALITY DIVI   2025-03-11 2025-03-21
29. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-03-21
87. ISHARES CORE S&P 500   2023-07-07 2025-07-21
306.243 PZENA EMERG MKTS VALUE-INST   2024-11-19 2025-08-26
96.244 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-08-26
147.997 PZENA EMERG MKTS VALUE-INST   2023-07-07 2025-08-26
22. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-08-26
23815.144 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
107. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
13276.875 DOUBLELINE TOTAL RETURN BOND   2023-07-07 2025-08-26
274.357 SEAFARER OVERSEAS GROWTH &   2023-07-07 2025-08-26
174.159 WCM FOCUSED INTL GROWTH-INS   2020-02-12 2025-08-26
67. ISHARES CORE S&P 500   2023-07-07 2025-08-26
43. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
160.502 LONGLEAF PARTNERS FDS TR   2024-11-19 2025-08-26
432.886 LONGLEAF PARTNERS FDS TR   2023-07-07 2025-08-26
2101.071 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
3571.612 MFS EMERGING MKTS DEBT FD-R6   2023-07-07 2025-08-26
9352.35 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
9048.417 PGIM HIGH YIELD FUND   2023-07-07 2025-08-26
15928.526 ALLSPRING CORE BOND FUND   2023-07-07 2025-08-26
37. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-08-26
54.319 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
4599.379 LONGLEAF PARTNERS FDS TR   2023-07-07 2025-09-03
54.702 AMG RR SM CAP VAL-I   2023-07-07 2025-09-16
255.406 PZENA EMERG MKTS VALUE-INST   2023-07-07 2025-09-16
82. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-16
1199.217 AMER FND MULTI-SEC INC-F3   2025-08-26 2025-09-16
168. DIMENSIONAL INTERNATIONAL VA   2025-09-03 2025-09-16
384.735 SEAFARER OVERSEAS GROWTH &   2023-07-07 2025-09-16
148.091 HARBOR MID CAP VALUE   2024-06-11 2025-09-16
259.663 WCM FOCUSED INTL GROWTH-INS   2020-02-12 2025-09-16
124. ISHARES CORE S&P 500   2023-07-07 2025-09-16
415. ISHARES U S TREASURY BOND   2025-08-26 2025-09-16
143. ISHARES MSCI INTL QUALITY   2023-07-07 2025-09-16
73. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-09-16
98.979 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-09-16
26.232 PRINCIPAL MIDCAP FUND-R6   2025-03-11 2025-09-16
41.796 PRINCIPAL MIDCAP FUND-R6   2019-02-15 2025-09-16
992.788 PRUDENTIAL TOTAL RETURN BOND   2025-08-26 2025-09-16
308.419 TOUCHSTONE SANDS EM GR-R6   2020-05-12 2025-09-16
74. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-16
851. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
280.931 DODGE & COX INCOME FUND   2013-01-03 2025-09-23
72.259 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
7221.438 SEAFARER OVERSEAS GROWTH &   2019-04-25 2025-09-23
2762.924 WCM FOCUSED INTL GROWTH-INS   2020-02-12 2025-09-23
3250. ISHARES MSCI INTL QUALITY   2023-07-07 2025-09-23
1616. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,774   11,851 -77
b 363   346 17
c 50,173   53,388 -3,215
d 1,163   1,181 -18
e 6,372   6,553 -181
8,763   7,323 1,440
8,850   9,659 -809
4,295   4,217 78
23,117   23,386 -269
409   401 8
52,194   48,450 3,744
2,016   1,999 17
3,298   3,262 36
3,123   2,954 169
8,409   7,297 1,112
1,769   1,791 -22
63,797   49,368 14,429
13,094   13,738 -644
1,537   1,553 -16
5,494   5,415 79
3,095   2,889 206
398   393 5
4,894   4,849 45
8,984   9,220 -236
4,621   3,760 861
10,202   11,101 -899
4,477   4,391 86
7,103   6,907 196
1,811   1,822 -11
12,188   11,773 415
1,738   1,439 299
46,924   46,767 157
16,395   12,868 3,527
6,845   6,774 71
6,875   5,907 968
5,558   5,444 114
2,806   2,839 -33
2,828   2,941 -113
3,508   3,455 53
3,267   3,308 -41
1,362   1,331 31
4,881   4,347 534
6,918   6,805 113
1,590   1,608 -18
2,305   1,847 458
55,173   38,605 16,568
4,480   4,064 416
1,408   1,219 189
2,165   1,776 389
1,569   1,422 147
236,961   241,405 -4,444
4,868   3,498 1,370
118,031   115,376 2,655
3,800   3,298 502
4,626   3,431 1,195
43,266   29,730 13,536
3,370   2,963 407
2,884   2,565 319
7,779   6,779 1,000
25,969   25,675 294
44,145   40,752 3,393
45,733   45,359 374
44,247   41,261 2,986
176,966   173,462 3,504
3,222   2,356 866
976   842 134
82,651   72,025 10,626
916   800 116
3,887   3,065 822
5,899   5,302 597
11,500   11,381 119
7,810   7,585 225
5,552   4,625 927
4,222   3,739 483
7,091   5,115 1,976
82,023   55,024 26,999
9,628   9,518 110
6,306   4,969 1,337
5,848   5,031 817
1,318   1,267 51
1,254   1,131 123
1,998   1,091 907
12,182   11,992 190
5,348   4,034 1,314
6,562   4,713 1,849
61,754   55,020 6,734
3,649   3,888 -239
1,038   863 175
103,772   84,153 19,619
76,119   54,430 21,689
143,565   112,937 30,628
144,574   102,917 41,657
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
      22,727
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       -77
b       17
c       -3,215
d       -18
e       -181
      1,440
      -809
      78
      -269
      8
      3,744
      17
      36
      169
      1,112
      -22
      14,429
      -644
      -16
      79
      206
      5
      45
      -236
      861
      -899
      86
      196
      -11
      415
      299
      157
      3,527
      71
      968
      114
      -33
      -113
      53
      -41
      31
      534
      113
      -18
      458
      16,568
      416
      189
      389
      147
      -4,444
      1,370
      2,655
      502
      1,195
      13,536
      407
      319
      1,000
      294
      3,393
      374
      2,986
      3,504
      866
      134
      10,626
      116
      822
      597
      119
      225
      927
      483
      1,976
      26,999
      110
      1,337
      817
      51
      123
      907
      190
      1,314
      1,849
      6,734
      -239
      175
      19,619
      21,689
      30,628
      41,657
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 261,283
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 4,725
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 4,725
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 4,725
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,536
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 3,536
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 1,189
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 807-6328

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
43,354    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,043,879
b
Average of monthly cash balances.......................
1b
108,805
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,152,684
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,152,684
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,290
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,090,394
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
204,520
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
204,520
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,725
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,725
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
199,795
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
199,795
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
199,795
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
517,342
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
517,342
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 7 199,795
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 229,816
b From 2021...... 86,246
c From 2022...... 80,777
d From 2023...... 480,088
e From 2024...... 644,471
f Total of lines 3a through e ........ 1,521,398
4Qualifying distributions for 2025 from Part
XI, line 4: $ 517,342
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 199,795
e Remaining amount distributed out of corpus 317,547
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 1,838,945
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
229,816
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
1,609,129
10 Analysis of line 9:
a Excess from 2021 .... 86,246
b Excess from 2022 .... 80,777
c Excess from 2023 .... 480,088
d Excess from 2024 .... 644,471
e Excess from 2025 .... 317,547
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SHERRY CAMPBELL PNC BANK N A
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
(412) 807-6328
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE IS GIVEN FOR PURPOSES OF CHRISTIAN EDUCATION AND HEALTH CARE
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

PITTSBURGH CHRISTIAN ACADEMY

1922 PENNSYLVANIA AVENUE
WEST MIFFLIN,PA15122
NONE   GENERAL SUPPORT 500,000
Total ................................. 3a 500,000
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 ....     14 106,823  
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 ............
    18 261,283  
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) ..   368,106  
13Total. Add line 12, columns (b), (d), and (e)..................
13
368,106
(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:
THOMAS A WILSON FOUNDATION
EIN:
23-7358862
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 370,134 357,909
317609295 SEAFARER OVERSEAS GR      
461418444 WCM FOCUSED INTL GRO AT COST 60,109 83,650
557492485 MADISON MID CAP FUND      
74256W584 PRINCIPAL MIDCAP FUN AT COST 38,955 64,014
464287200 ISHARES CORE S&P 500 AT COST 987,717 1,580,157
89154M702 TOUCHSTONE SANDS EM AT COST 81,525 101,189
00171A852 AMG RR SM CAP VAL-I AT COST 44,691 46,005
00770X675 PZENA EMERG MKTS VAL AT COST 85,000 103,924
25434V807 DIMENSIONAL INTERNAT AT COST 159,379 200,897
258620566 DOUBLELINE TOTAL RET      
413838566 OAKMARK INTL SM CAP-      
46429B267 ISHARES U S TREASURY AT COST 220,290 223,319
46434V456 ISHARES MSCI INTL QU      
543069405 LONGLEAF PARTNERS FD      
552746364 MFS EMERGING MKTS DE      
74440Y884 PGIM HIGH YIELD FUND      
94987W794 ALLSPRING CORE BOND      
97717X669 WISDOMTREE U.S. QUAL      
04314H576 ARTISAN INTL SM/MID-      
09252M883 BLACKROCK TOTAL RETU      
411512460 HARBOR MID CAP VALUE AT COST 45,252 49,230
589619824 MERIDIAN SMALL CAP G AT COST 49,426 48,306
025072349 AVANTIS US LARGE CAP AT COST 64,588 75,694
02631W607 AMER FND MULTI-SEC I AT COST 178,246 178,246
092528603 ISHARES FLEXIBLE INC AT COST 126,540 125,856
37954Y632 GLOBAL X ART INTEL & AT COST 197,251 201,965
46138E800 INVESCO CHINA TECHNO AT COST 101,076 92,716
46435G326 ISHARES CORE MSCI DE AT COST 150,836 169,826
52107V229 LAZARD INTL QLTY GRW AT COST 92,829 87,646
74440B884 PRUDENTIAL TOTAL RET AT COST 282,980 285,322

TY 2025 OtherDecreasesSchedule
Name:
THOMAS A WILSON FOUNDATION
EIN:
23-7358862
Description Amount
WASH SALE ADJ 239
INCOME ADJ 6


TY 2025 OtherIncreasesSchedule
Name:
THOMAS A WILSON FOUNDATION
EIN:
23-7358862
Description Amount
MUTUAL FUND TIMING ADJ 1,238


TY 2025 TaxesSchedule
Name:
THOMAS A WILSON FOUNDATION
EIN:
23-7358862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,171 1,171   0
FEDERAL TAX PAYMENT - PRIOR YE 96 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,536 0   0
FOREIGN TAXES ON NONQUALIFIED 618 618   0