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
THE ROBERT AND ESTHER BLACK FAMILY 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

61-6433804
B Telephone number (see instructions)

4124428772
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)$22,826,236J 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... 503,326 502,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 301,550
b Gross sales price for all assets on line 6a 1,878,636
7 Capital gain net income (from Part IV, line 2)... 301,550
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........ 804,876 804,289  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 121,994 57,459   64,535
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
8,449 8,449   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,876 6,306   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
383 183   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,702 72,397 0 64,735
25 Contributions, gifts, grants paid....... 1,277,166 1,277,166
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,431,868 72,397 0 1,341,901
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -626,992
b Net investment income (if negative, enter -0-) 731,892
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......... 850,801 383,846 383,846
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)....... 1,451,607 Click to see attachment
List of Attached Documents:
// Content
1,564,813 		2,192,943
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).......... 13,032,296 Click to see attachment
List of Attached Documents:
// Content
12,771,811 		20,249,447
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) 15,334,704 14,720,470 22,826,236
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........ 15,334,704 14,720,470
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)..... 15,334,704 14,720,470
30 Total liabilities and net assets/fund balances (see instructions). 15,334,704 14,720,470
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
15,334,704
2
Enter amount from Part I, line 27a .....................
2
-626,992
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
13,245
4
Add lines 1, 2, and 3 ..........................
4
14,720,957
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
487
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
14,720,470
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 85. INTAPP INC   2023-11-15 2025-01-22
b 83. INTRA-CELLULAR THERAPIES INC     2025-01-28
c 34. ICF INTERNATIONAL INC   2019-09-24 2025-01-31
d 3631.167 SEAFARER OVERSEAS GROWTH &   2018-01-12 2025-02-07
e 157. VANGUARD MID CAP   2018-06-29 2025-02-07
205. VANGUARD GROWTH   2018-06-29 2025-02-07
51. ICF INTERNATIONAL INC     2025-02-18
90. MILLROSE PROPERTIES   2025-02-10 2025-02-19
630. PARAGON 28 INC     2025-03-03
89. MICHELIN (CGDE)   2021-03-17 2025-03-04
163. MICHELIN (CGDE)   2021-03-17 2025-03-04
91. MICHELIN (CGDE)   2021-03-17 2025-03-04
272. MICHELIN (CGDE)   2021-03-17 2025-03-05
92. MICHELIN (CGDE)   2021-03-17 2025-03-05
261. MICHELIN (CGDE)   2021-03-17 2025-03-06
40. HALOZYME THERAPEUTICS INC     2025-03-21
47. INTRA-CELLULAR THERAPIES INC     2025-03-21
46. HONEYWELL INTL INC     2025-03-28
46. HONEYWELL INTL INC   2020-06-10 2025-03-31
50. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-04-03
267. CHAMPIONX CORPORATION     2025-04-08
30. SILICON LABORATORIES INC   2019-09-24 2025-04-11
120. FLYWIRE CORP-VOTING   2024-05-15 2025-04-16
629. FLYWIRE CORP-VOTING     2025-04-16
75. XYLEM INC     2025-05-05
33. ICU MED INC     2025-05-06
55. SILICON LABORATORIES INC     2025-05-06
52. XYLEM INC   2020-03-05 2025-05-06
52. XYLEM INC   2020-03-05 2025-05-07
130. ENDAVA PLC- SPON ADR   2024-12-11 2025-05-15
142. ENDAVA PLC- SPON ADR     2025-05-15
123. CINCINNATI FINANCIAL CORP   2020-12-22 2025-06-02
43269.287 FEDERATED HERMES INTERNATIONAL     2025-06-02
15. AMERIPRISE FINANCIAL INC   2019-04-01 2025-06-05
21. BOOT BARN HOLDINGS INC   2024-11-05 2025-06-13
20. CHART INDUSTRIES INC   2023-07-21 2025-06-13
22. HEALTHEQUITY INC     2025-06-13
139. PACIFIC PREMIER BANCORP INC     2025-06-13
11. RBC BEARINGS INC     2025-06-13
82. SPRINGWORKS THERAPEUTICS INC     2025-06-30
147. SPRINGWORKS THERAPEUTICS INC     2025-06-30
33. INSMED INC   2022-12-08 2025-07-03
161. MAGNOLIA OIL & GAS CORP     2025-07-03
71. ANSYS INC   2019-04-01 2025-07-18
.133 SYNOPSYS INC   2025-07-18 2025-07-22
5. MEDPACE HOLDINGS INC   2024-11-08 2025-07-23
4. MEDPACE HOLDINGS INC   2020-10-30 2025-07-23
49. INSMED INC   2022-12-08 2025-08-06
18. STERLING INFRASTRUCTURE INC   2025-02-28 2025-08-14
50. CHART INDUSTRIES INC     2025-08-29
.82 COLUMBIA BKG SYS INC   2019-09-24 2025-09-10
55. INSMED INC   2022-12-08 2025-09-19
265. THE BALDWIN INSURANCE GROUP   2024-06-10 2025-10-02
58. INSMED INC   2022-12-08 2025-10-02
6. STERLING INFRASTRUCTURE INC   2025-02-28 2025-10-02
8. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-02
34. ARTIVION INC   2020-01-15 2025-10-06
14. HORACE MANN EDUCATORS CORP NEW   2020-02-18 2025-10-06
10. PATRICK INDUSTRIES INC   2019-09-24 2025-10-06
21. STAG INDUSTRIES INC   2022-09-16 2025-10-06
60. ARTIVION INC   2020-01-15 2025-10-08
9. MEDPACE HOLDINGS INC   2020-10-30 2025-10-08
48. SUPERNUS PHARMACEUTICALS INC   2025-03-21 2025-10-08
28. SUPERNUS PHARMACEUTICALS INC   2021-03-01 2025-10-08
234. VERIZON COMMUNICATIONS INC   2024-09-23 2025-10-09
5. BALCHEM CORP CL B   2022-06-23 2025-10-28
9. IDACORP INC   2019-09-24 2025-10-28
12. NATIONAL HEALTH INVS INC   2019-09-24 2025-10-28
16. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-28
38. UFP INDUSTRIES INC   2019-09-24 2025-10-28
31. DESCARTES SYS GROUP INC     2025-11-04
13. ITT INC   2022-06-23 2025-11-04
39. PRIMORIS SERVICES CORP   2019-09-24 2025-11-04
19. SPX TECHNOLOGIES     2025-11-04
13. UFP INDUSTRIES INC     2025-11-04
84. VERACYTE INC     2025-11-07
97. INTAPP INC     2025-11-11
21. MACOM TECHNOLOGY SOLUTIONS   2019-09-24 2025-11-11
192. VIAVI SOLUTIONS INC -W/I     2025-11-11
20. PRIMORIS SERVICES CORP   2019-09-24 2025-11-24
11. RBC BEARINGS INC   2019-09-24 2025-11-24
14. STIFEL FINL CORP   2019-09-24 2025-11-24
74. COMMERCE BANCSHARES INC   2019-10-18 2025-12-02
33. COMMERCE BANCSHARES INC   2019-10-18 2025-12-04
28. COMMERCE BANCSHARES INC   2019-10-18 2025-12-05
29. COMMERCE BANCSHARES INC   2019-10-18 2025-12-08
22. COMMERCE BANCSHARES INC   2019-10-18 2025-12-09
106. ARCUTIS BIOTHERAPEUTICS INC     2025-12-10
53. PRIMORIS SERVICES CORP   2019-09-24 2025-12-10
53. VITA COCO CO INC/THE   2025-03-03 2025-12-10
6. VITA COCO CO INC/THE   2023-12-06 2025-12-10
12787.273 LAZARD GLOBAL LISTED     2025-12-17
.3 COMMERCE BANCSHARES INC   2019-10-18 2025-12-18
9. COMMERCE BANCSHARES INC   2019-10-18 2025-12-18
9. MEDPACE HOLDINGS INC   2020-10-30 2025-12-23
228. SONY FINANCIAL GROUP INC-ADR   2025-10-06 2025-12-29
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,005   3,282 2,723
b 10,540   4,221 6,319
c 4,009   2,717 1,292
d 43,574   50,001 -6,427
e 43,512   24,833 18,679
86,184   30,854 55,330
5,414   3,555 1,859
2,091   2,220 -129
8,181   6,256 1,925
1,543   1,670 -127
2,827   3,058 -231
1,601   1,707 -106
4,911   5,103 -192
1,658   1,726 -68
4,851   4,897 -46
2,563   1,321 1,242
6,183   2,289 3,894
9,732   7,581 2,151
9,737   7,159 2,578
6,600   2,312 4,288
6,447   6,619 -172
2,580   3,341 -761
1,032   2,029 -997
5,408   14,145 -8,737
9,209   6,702 2,507
4,480   5,410 -930
5,738   5,974 -236
6,324   4,307 2,017
6,343   4,307 2,036
1,932   3,944 -2,012
2,110   9,016 -6,906
18,472   10,325 8,147
1,063,559   1,019,004 44,555
7,631   1,977 5,654
3,378   2,693 685
2,878   3,324 -446
2,270   1,181 1,089
2,899   4,876 -1,977
4,058   1,918 2,140
3,852   2,781 1,071
6,905   6,201 704
3,249   626 2,623
3,761   2,564 1,197
28,106   13,217 14,889
79   77 2
2,176   1,783 393
1,740   447 1,293
5,433   930 4,503
5,195   2,240 2,955
9,928   7,219 2,709
22   28 -6
8,027   1,044 6,983
7,147   9,134 -1,987
8,570   1,101 7,469
2,039   747 1,292
2,719   976 1,743
1,397   1,000 397
622   637 -15
1,039   280 759
763   643 120
2,438   1,765 673
4,736   1,005 3,731
2,293   1,560 733
1,337   767 570
9,577   10,320 -743
770   602 168
1,217   1,008 209
898   955 -57
6,030   1,953 4,077
3,471   1,516 1,955
2,647   1,880 767
2,390   859 1,531
5,151   757 4,394
4,085   1,128 2,957
1,192   489 703
3,480   2,449 1,031
3,904   4,102 -198
3,569   458 3,111
3,422   2,961 461
2,341   388 1,953
4,689   1,828 2,861
1,639   527 1,112
3,791   3,297 494
1,733   1,470 263
1,470   1,247 223
1,521   1,292 229
1,151   980 171
3,142   2,676 466
6,998   1,028 5,970
2,869   1,738 1,131
325   171 154
233,112   189,793 43,319
16   13 3
482   401 81
5,143   1,005 4,138
1,202   1,169 33
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
      23,172
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       2,723
b       6,319
c       1,292
d       -6,427
e       18,679
      55,330
      1,859
      -129
      1,925
      -127
      -231
      -106
      -192
      -68
      -46
      1,242
      3,894
      2,151
      2,578
      4,288
      -172
      -761
      -997
      -8,737
      2,507
      -930
      -236
      2,017
      2,036
      -2,012
      -6,906
      8,147
      44,555
      5,654
      685
      -446
      1,089
      -1,977
      2,140
      1,071
      704
      2,623
      1,197
      14,889
      2
      393
      1,293
      4,503
      2,955
      2,709
      -6
      6,983
      -1,987
      7,469
      1,292
      1,743
      397
      -15
      759
      120
      673
      3,731
      733
      570
      -743
      168
      209
      -57
      4,077
      1,955
      767
      1,531
      4,394
      2,957
      703
      1,031
      -198
      3,111
      461
      1,953
      2,861
      1,112
      494
      263
      223
      229
      171
      466
      5,970
      1,131
      154
      43,319
      3
      81
      4,138
      33
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 301,550
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 10,173
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 10,173
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 10,173
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,862
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 7,862
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,311
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)
OH
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) 442-8772

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
KENNETH G HOCHMAN CO-TRUSTEE
4 		39,343    
PO BOX 609
PITTSBURGH,PA15230
PNC BANK N A TRUSTEE
1 		82,651    
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
21,230,215
b
Average of monthly cash balances.......................
1b
899,156
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,129,371
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
22,129,371
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
331,941
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,797,430
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,089,872
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,089,872
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,173
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,079,699
4
Recoveries of amounts treated as qualifying distributions................
4
2,122
5
Add lines 3 and 4............................
5
1,081,821
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,081,821
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,341,901
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
1,341,901
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,081,821
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...... 311,556
b From 2021...... 0
c From 2022...... 153,383
d From 2023...... 153,636
e From 2024...... 337,711
f Total of lines 3a through e ........ 956,286
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,341,901
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,081,821
e Remaining amount distributed out of corpus 260,080
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 1,216,366
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) ... 		311,556
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		904,810
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 153,383
c Excess from 2023 .... 153,636
d Excess from 2024 .... 337,711
e Excess from 2025 .... 260,080
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

ALZHEIMER-S ASSOCIATION

1379 DUBLIN RD
COLUMBUS,OH43215 		NONE   GENERAL SUPPORT 13,333

PUTNEY SCHOOL

ELM LEA FARM ROAD
PUTNEY,VT05346 		NONE   GENERAL SUPPORT 5,000

FRIENDLY HOUSE

380 NORTH MULBERRY STREET
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 4,000

MANSFIELD CITY SCHOOLS

856 WEST COOK ROAD
MANSFIELD,OH44907 		NONE   GENERAL SUPPORT 33,333

WESTERN RESERVE ACADEMY

115 COLLEGE STREET
HUDSON,OH44236 		NONE   GENERAL SUPPORT 7,000

HELIOS CARE

297 RIVER STREET SERVICE ROAD
ONEONTA,NY13820 		NONE   GENERAL SUPPORT 13,333

HISTORIC SARANAC LAKE

89 CHURCH ST
SARANAC LAKE,NY12983 		NONE   JOHN BLACK ROOM RENOVATIONS 16,667

ST PETER'S PARISH

60 S MULBERRY ST
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 27,667

SALVATION ARMY MANSFIELD

47 SOUTH MAIN STREET
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 5,000

HARTWICK COLLEGE

ONE HARTWICK DRIVE
ONEONTA,NY13820 		NONE   GENERAL SUPPORT 13,333

FENIMORE ART MUSEUM

5798 NY 80
COOPERSTOWN,NY13326 		NONE   GENERAL SUPPORT 56,667

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER RD
MORELAND,OH44022 		NONE   GENERAL SUPPORT 6,667

FAMILY PLANNING OF SOUTH
CENTRAL NEW YORK
117 HAWLEY STREET
BIRGHAMTON,NY13901 		NONE   GENERAL SUPPORT 20,000

GLIMMERGLASS OPERA THEATRE

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE   GENERAL SUPPORT 25,000

BROOKWOOD SCHOOL

687 COUNTY HWY 59
COOPERSTOWN,NY13326 		NONE   GENERAL SUPPORT 6,000

WAYFINDERS OHIO INC

124 W 3RD ST
MANSFIELD,OH449021217 		NONE   GENERAL SUPPORT 30,000

RICHLAND CARROUSEL PARK

34 SOUTH PARK STREET
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 7,000

RAEMELTON THER EQUESTRIAN CENTER

569 S TRIMBLE RD
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 4,000

PATHFINDER VILLAGE FOUNDATION

3 CHENANGO ROAD
EDMESTON,NY13335 		NONE   GENERAL SUPPORT 10,000

UPSTATE HOME FOR CHILDREN FD

105 CAMPUS DRIVE
ONEONTA,NY13820 		NONE   GENERAL SUPPORT 40,000

ACLU OF OHIO FOUNDATION

4506 CHESTER AVENUE
CLEVELAND,OH44103 		NONE   GENERAL SUPPORT 20,000

NORTH CENTRAL STATE COLLEGE

2441 KENNWOOD CIRCLE
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 50,000

THE GLIMMERGLASS FESTIVAL

7300 STATE HIGHWAY 80
COOPERSTOWN,NY13326 		NONE   GENERAL SUPPORT 50,000

UNITED WAY OFASHLAND COUNTY

32 W S STREET
ASHLAND,OH44805 		NONE   GENERAL SUPPORT 10,000

AMERICAN RED CROSS

39 N PARK ST
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 28,000

MANSFIELD REFORMATIORY PRESER SOC

100 REFORMATORY BLVD
MANSFIELD,OH44905 		NONE   GENERAL SUPPORT 4,000

SHAKESPEARE COMPANY OF MANSFIELD

401 CLIFTON BLVD
MANSFIELD,OH449072354 		NONE   GENERAL SUPPORT 6,000

WOOSTER COMMUNITY HOSPITAL FOUNDATION

1761 BEALL AVE
WOOSTER,OH44691 		NONE   GENERAL SUPPORT 10,000

UNITED WAY OF NORTH CENTRAL OHIO

125 EXECUTIVE DRIVE 100
MARION,OH43302 		NONE   GENERAL SUPPORT 13,333

FIRST CONGREGATIONAL CHURCH

266 SOUTH CHESTNUT STREET
RAVENNA,OH44266 		NONE   GENERAL SUPPORT 20,000

MANSFIELD ART CENTER

700 MARION AVENUE
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 38,333

VOLUNTEERS OF AMERICA
OF CENTRAL OHIO
280 NORTH MAIN STREET
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 5,000

RICHLAND COUNTY FOUNDATION

24 WEST THIRD STREET
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 27,000

PLANNED PARENTHOOD OF GREATER OHIO

384 PARK AVENUE WEST
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 9,500

CATALYST LIFE SERVICES

741 SCHOLL ROAD
MANSFIELD,OH44907 		NONE   GENERAL SUPPORT 5,000

GREATER CLEVELAND FOOD BANK INC

15500 S WATERLOO RD
CLEVELAND,OH44110 		NONE   GENERAL SUPPORT 50,000

COMMUNITY ACTION FOR CAPABLE
YOUTH
1495 EAST LONGVIEW AVENUE
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 4,000

MAIN STREET WOOSTER INC

377 W LIBERTY ST
WOOSTER,OH446914852 		NONE   GENERAL SUPPORT 10,000

RICHLAND ACADEMY OF THE ARTS

75 NORTH WALNUT STREET
MANSFIELD,OH44903 		NONE   GENERAL SUPPORT 38,333

NORTHERN OHIO LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH44022 		NONE   GENERAL SUPPORT 17,333

RICHLAND COUNTY LAND BANK

50 PARK AVE E
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 83,333

THIRD STREET FAMILY HEALTH SERVICES

600 W 3RD ST
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 50,000

THIRD STREET COMMUNITY CLINIC

600 WEST THIRD STREET
MANSFIELD,OH44906 		NONE   GENERAL SUPPORT 7,000

WEST CREEK CONSERVANCY

13815 W RIDGE RD
ELYRIA,OH44035 		NONE   GENERAL SUPPORT 16,667

RAILS TO TRAILS OF WYNE COUNTY

P O BOX 1566
WOOSTER,OH44691 		NONE   GENERAL SUPPORT 16,667

WAYNE CENTER FOR THE ARTS

237 SOUTH WALNUT STREET
WOOSTER,OH44691 		NONE   GENERAL SUPPORT 16,000

UNITED WAY OF RICHLAND COUNTY

3 N MAIN ST
MANSFIELD,OH44902 		NONE   GENERAL SUPPORT 61,000

GROUNDTRUTH PROJECT INC

10 GUEST STREET
BOSTON,MA021352066 		NONE   GENERAL SUPPORT 5,000

LOVE ON A MISSION

202 BUCKEYE AVE
MANSFIELD,OH449062414 		NONE   GENERAL SUPPORT 6,000

RENAISSANCE PERFORMING ARTS ASSOC

138 PARK AVENUE
MANSFIELD,OH44901 		NONE   GENERAL SUPPORT 38,667

DISCOVERY SCHOOL

855 MILLSBORO ROAD
MANSFIELD,OH44903 		NONE   GENERAL SUPPORT 167,000

COMMUNITY FOUNDATION OF
OTSEGO COUNTY
316 W MAIN STREET
GAYLORD,MI49735 		NONE   GENERAL SUPPORT 50,000
Total ................................. 3a 1,277,166
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 ....     14 503,326  
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 ............ 		    18 301,550  
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) ..   804,876  
13Total. Add line 12, columns (b), (d), and (e)..................
13
804,876
(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:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 13,288 7,617
127097103 COTERRA ENERGY INC 12,958 18,740
149150104 CATHAY GENERAL BANCO 9,257 12,920
153527205 CENTRAL GARDEN AND P 11,154 14,245
172062101 CINCINNATI FINANCIAL    
191216100 COCA COLA CO 14,239 21,183
200525103 COMMERCE BANCSHARES    
228903100 ARTIVION INC 6,888 13,957
229899109 CULLEN FROST BANKERS 11,637 14,056
235851102 DANAHER CORP 9,659 19,000
249906108 DESCARTES SYS GROUP 4,982 11,922
369550108 GENERAL DYNAMICS COR 11,508 22,556
379577208 GLOBUS MEDICAL INC A 12,556 20,867
438516106 HONEYWELL INTL INC    
440327104 HORACE MANN EDUCATOR 14,919 16,625
441593100 HOULIHAN LOKEY INC 4,743 18,638
451107106 IDACORP INC 11,065 12,909
526057104 LENNAR CORP 8,747 18,504
573284106 MARTIN MARIETTA MATL 9,195 28,020
594918104 MICROSOFT CORP 9,744 39,657
595017104 MICROCHIP TECHNOLOGY 12,522 18,415
603158106 MINERALS TECHNOLOGIE 10,686 12,129
606822104 MITSUBISHI UFJ FINL 7,308 22,934
668074305 NORTHWESTERN ENERGY 18,361 17,361
675234108 OCEANFIRST FINANCIAL 10,181 10,160
688239201 OSHKOSH CORPORATION 14,629 16,583
691497309 OXFORD INDUSTRIES IN 9,379 4,309
701094104 PARKER HANNIFIN CORP 11,236 56,253
703343103 PATRICK INDUSTRIES I 3,785 16,807
742718109 PROCTER & GAMBLE CO 15,566 16,194
747525103 QUALCOMM 11,420 25,486
749685103 RPM INTERNATIONAL IN 12,891 17,472
811707801 SEACOAST BANKING COR 13,113 16,653
826919102 SILICON LABORATORIES    
827048109 SILGAN HLDGS INC 13,222 13,524
830830105 CHAMPION HOMES INC 7,943 20,196
835699307 SONY GROUP CORPORATI 9,767 29,184
860630102 STIFEL FINL CORP 5,722 19,033
868459108 SUPERNUS PHARMACEUTI 11,485 20,576
882681109 TEXAS ROADHOUSE INC 4,908 15,770
925550105 VIAVI SOLUTIONS INC 10,530 17,089
00724F101 ADOBE INC 13,546 17,500
03076C106 AMERIPRISE FINANCIAL 6,986 25,988
03076K108 AMERIS BANCORP 10,178 20,573
03662Q105 ANSYS INC    
04963C209 ATRICURE INC 10,567 14,954
05368V106 AVIENT CORPORATION 14,838 14,652
14040H105 CAPITAL ONE FINANCIA 15,060 41,201
19247A100 COHEN & STEERS INC 9,858 10,861
22052L104 CORTEVA INC-W/I 13,688 32,577
29260V105 ENDAVA PLC- SPON ADR    
29472R108 EQUITY LIFESTYLE PRO 12,568 12,546
37637Q105 GLACIER BANCORP INC 5,873 6,696
38526M106 GRAND CANYON EDUCATI 10,794 14,802
40637H109 HALOZYME THERAPEUTIC 5,780 12,854
42226A107 HEALTHEQUITY INC 6,929 13,375
44925C103 ICF INTERNATIONAL IN    
44930G107 ICU MED INC    
55405Y100 MACOM TECHNOLOGY SOL 3,709 29,118
58506Q109 MEDPACE HOLDINGS INC 1,675 8,425
63633D104 NATIONAL HEALTH INVS 9,744 10,310
67000B104 NOVANTA INC 14,243 17,016
69478X105 PACIFIC PREMIER BANC    
71944F106 PHREESIA INC 16,903 8,866
74164F103 PRIMORIS SERVICES CO 2,192 14,028
75524B104 RBC BEARINGS INC 8,308 22,422
78377T107 RYMAN HOSPITALITY PP 10,101 11,638
85254J102 STAG INDUSTRIES INC 13,946 17,902
90278Q108 UFP INDUSTRIES INC 3,167 9,196
92337F107 VERACYTE INC 9,982 15,914
98419M100 XYLEM INC    
G5960L103 MEDTRONIC PLC 13,959 14,697
H01301128 ALCON INC 11,880 17,023
008492100 AGREE RLTY CORP 10,740 11,957
031162100 AMGEN INC 14,734 25,203
057665200 BALCHEM CORP CL B 7,025 13,649
099406100 BOOT BARN HOLDINGS I 2,249 12,176
21036P108 CONSTELLATION BRANDS 14,782 8,416
278865100 ECOLAB INC 19,461 23,364
453836108 INDEPENDENT BANK COR 9,806 10,816
46116X101 INTRA-CELLULAR THERA    
559663109 MAGNOLIA OIL & GAS C 6,235 11,273
576485205 MATADOR RESOURCES CO 9,853 12,520
59410T106 MICHELIN (CGDE) UNSP    
76156B107 REVOLVE GROUP INC 7,261 5,827
03969K108 ARCUTIS BIOTHERAPEUT 7,373 12,023
049560105 ATMOS ENERGY CORP 17,856 26,150
09058V103 BIOCRYST PHARMACEUTI 11,875 9,773
09260D107 BLACKSTONE INC 14,022 18,343
15872M104 CHAMPIONX CORPORATIO    
302492103 FLYWIRE CORP-VOTING    
45073V108 ITT INC 11,509 19,954
457669307 INSMED INC    
58933Y105 MERCK & CO INC 17,098 17,894
78473E103 SPX TECHNOLOGIES 6,825 24,407
902973304 US BANCORP DEL 20,349 24,386
98389B100 XCEL ENERGY INC 18,324 19,277
01749D105 ALLEGRO MICROSYSTEMS 10,148 9,075
03783C100 APPFOLIO INC - A 8,211 14,890
124805102 CBIZ INC 13,457 12,461
16115Q308 CHART INDUSTRIES INC    
264147109 DUCOMMUN INC 7,125 13,223
33748L101 FIRST WATCH RESTAURA 17,055 14,597
45827U109 INTAPP INC 13,852 17,595
548661107 LOWES COMPANIES INC 14,720 17,122
87265H109 TRI POINTE HOMES INC 12,500 10,889
879360105 TELEDYNE TECHNOLOGIE 16,765 19,408
902788108 UMB FINL CORP 10,937 15,300
90337L108 U S PHYSICAL THERAPY 14,265 11,948
918090101 UTZ BRANDS INC 12,510 7,775
92846Q107 VITA COCO CO INC/THE 7,402 13,995
007973100 ADVANCED ENERGY INDS 10,899 20,728
00847X104 AGIOS PHARMACEUTICAL 9,491 9,772
026874784 AMERICAN INTERNATION 20,239 22,500
030420103 AMERICAN WATER WORKS 16,804 16,965
043436104 ASBURY AUTOMOTIVE GR 10,290 11,394
05589G102 THE BALDWIN INSURANC    
12763L105 CADRE HOLDINGS INC 12,603 14,171
22663K107 CRINETICS PHARMACEUT 10,205 10,986
292765104 ENERPAC TOOL GROUP C 13,823 12,007
431636109 HILLMAN SOLUTIONS CO 11,273 10,072
45378A106 INDEPENDENCE REALTY 11,024 9,631
505336107 LA Z BOY INC 7,623 6,820
674215207 CHORD ENERGY CORP 14,314 9,085
69913P105 PARAGON 28 INC    
71367G102 PERELLA WEINBERG PAR 5,201 6,730
80689H102 SCHNEIDER NATIONAL I 6,057 6,022
85205L107 SPRINGWORKS THERAPEU    
859241101 STERLING INFRASTRUCT 7,603 19,905
875372203 TANDEM DIABETES CARE 15,932 10,506
88224Q107 TEXAS CAP BANCSHARES 8,724 9,869
88362T103 THERMON GROUP HOLDIN 12,725 15,570
89151E109 TOTALENERGIES SE    
92343V104 VERIZON COMMUNICATIO 17,837 17,066
G39108108 GATES INDUSTRIAL COR 8,800 9,361
008073108 AEROVIRONMENT INC 10,730 7,982
009158106 AIR PRODUCTS & CHEMI 18,964 15,068
01644J108 ALKAMI TECHNOLOGY IN 12,256 11,720
02079K107 ALPHABET INC/CA-CL C 21,315 42,677
10806X102 BRIDGEBIO PHARMA INC 8,750 13,998
126402106 CSW INDUSTRIALS INC 13,004 15,264
197236102 COLUMBIA BKG SYS INC 12,655 11,767
204166102 COMMVAULT SYSTEMS IN 15,798 11,408
23282W605 CYTOKINETICS INC NEW 7,766 8,197
402635502 GULFPORT ENERGY CORP 10,317 11,439
52476L109 LEGENCE CORP-CL A 8,858 8,651
53220K504 LIGAND PHARMACEUTICA 8,389 7,941
55261F104 M&T BK CORP 17,953 20,148
64049M209 NEOGENOMICS INC 5,781 8,479
698884103 PAR TECHNOLOGY CORP/ 9,138 4,789
816850101 SEMTECH CORP 8,642 11,864
830940102 SKYWARD SPECIALTY IN 8,663 9,813
83418M103 SOLARIS ENERGY INFRA 7,242 13,929
871607107 SYNOPSYS INC 23,524 20,668
90353T100 UBER TECHNOLOGIES IN 17,633 16,914
90400D108 ULTRAGENYX PHARMACEU 8,484 6,785
949746101 WELLS FARGO & COMPAN 19,464 22,368
F92124100 TOTAL SE 17,765 17,794
G25457105 CREDO TECHNOLOGY GRO 6,264 5,756

TY 2025 InvestmentsOtherSchedule2
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 2,426,716 2,326,935
317609295 SEAFARER OVERSEAS GR AT COST 502,190 630,533
464287200 ISHARES CORE S&P 500 AT COST 2,771,295 6,945,292
922042775 VANGUARD FTSE ALL WO AT COST 551,567 781,796
922908629 VANGUARD MID CAP AT COST 919,561 2,012,676
922908736 VANGUARD GROWTH AT COST 435,619 1,481,143
922908744 VANGUARD VALUE AT COST 198,748 373,003
922908751 VANGUARD SMALL CAP AT COST 438,608 733,352
31423A671 FEDERATED HERMES INT      
52106N459 LAZARD GLOBAL LISTED      
38147X325 GLDMN SCHS ABS RTRN AT COST 1,435,349 1,603,416
464287226 ISHARES CORE US AGGR AT COST 1,708,766 1,749,898
056823396 BAILLIE GIFFORD EMER AT COST 329,392 438,034
256206103 DODGE & COX INTERNAT AT COST 527,000 582,371
56170L885 HRDMN JHNSTN INTL GR AT COST 527,000 590,998

TY 2025 OtherDecreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
ROC ON CY SALES 4
PY RETURN OF CAPITAL ADJUSTMENT 483


TY 2025 OtherExpensesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 74 74   0
STATE FILING FEES 200 0   200
INVESTMENT EXPENSES-DIVIDEND I 109 109   0


TY 2025 OtherIncreasesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Description Amount
RECOVERY OF GRANTS PAID 2,122
MUTUAL FUND TIMING ADJ 11,052
COST BASIS ADJUSTMENT 71


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 8,449 8,449    


TY 2025 TaxesSchedule
Name:
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN:
61-6433804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,847 3,847   0
FEDERAL TAX PAYMENT - PRIOR YE 9,708 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,862 0   0
FOREIGN TAXES ON NONQUALIFIED 2,459 2,459   0