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
PFAU CHARITABLE 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

31-1411794
B Telephone number (see instructions)

4127629965
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)$32,358,081
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... 856,303 842,450  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,483,572
b Gross sales price for all assets on line 6a 14,529,002
7 Capital gain net income (from Part IV, line 2)... 1,483,572
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........ 2,339,875 2,326,022  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,678 49,607   33,071
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 7,500 0 0 7,500
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 69,280     69,280
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 35,643 12,239   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)....... 12,066 71   11,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,167 61,917 0 121,846
25 Contributions, gifts, grants paid....... 1,557,500 1,557,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,764,667 61,917 0 1,679,346
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 575,208
b Net investment income (if negative, enter -0-) 2,264,105
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......... 1,027,133 1,034,850 1,034,850
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)....... 3,417,013 Click to see attachment
List of Attached Documents:
// Content
3,212,960
7,870,184
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).......... 18,131,927 Click to see attachment
List of Attached Documents:
// Content
18,901,606
23,453,047
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) 22,576,073 23,149,416 32,358,081
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........ 22,576,073 23,149,416
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)..... 22,576,073 23,149,416
30 Total liabilities and net assets/fund balances (see instructions). 22,576,073 23,149,416
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
22,576,073
2
Enter amount from Part I, line 27a .....................
2
575,208
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
596
4
Add lines 1, 2, and 3 ..........................
4
23,151,877
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,461
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
23,149,416
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 6332.993 BAIRD AGGREGATE BOND FUND   2020-12-09 2025-03-12
b 6438.202 HARBOR MID CAP VALUE   2024-06-14 2025-03-12
c 2693.111 HARBOR MID CAP VALUE   2024-09-26 2025-03-12
d 2675. ISHARES RUSSELL MID-CAP   2014-08-05 2025-03-12
e 386. ISHARES CORE S&P SMALL CAP ETF   2024-08-20 2025-03-12
817. ISHARES CORE S&P SMALL CAP ETF   2024-09-26 2025-03-12
697. ISHARES CORE S&P SMALL CAP ETF   2020-12-09 2025-03-12
2073. ISHARES MSCI EAFE SMALL-CAP ETF   2014-01-14 2025-03-12
1037. ISHARES CORE MSCI EAFE ETF   2022-06-27 2025-03-12
14066.886 PRUDENTIAL TOTAL RETURN BOND   2024-09-26 2025-03-12
3280.904 PRUDENTIAL TOTAL RETURN BOND   2024-03-05 2025-03-12
233. MCDONALD'S CORP   2022-12-01 2025-03-26
521. PEPSICO INC   2023-09-07 2025-03-26
3. VISA INC   2013-01-14 2025-03-26
284. UNITEDHEALTH GROUP INC   2017-02-01 2025-05-21
2610. AVANTIS US LARGE CAP VALUE   2025-03-12 2025-06-12
634.428 ISHARES S&P 500 INDEX FUND   2024-11-19 2025-06-12
1103. WISDOMTREE U.S. QUALITY DIVI   2024-08-20 2025-06-12
903. WISDOMTREE U.S. QUALITY DIVI   2023-02-01 2025-06-12
640.615 AMG RR SM CAP VAL-I   2024-06-14 2025-06-18
37. ABBOTT LABORATORIES INC   2021-03-02 2025-06-18
16. ABBVIE INC   2020-05-19 2025-06-18
1265.823 PZENA EMERG MKTS VALUE-INST   2024-10-10 2025-06-18
7. ALPHABET INC/CA-CL A   2024-11-08 2025-06-18
78. ALPHABET INC/CA-CL A   2014-05-15 2025-06-18
1. AMAZON COM INC   2024-11-08 2025-06-18
5. AMAZON COM INC   2025-05-21 2025-06-18
67. AMAZON COM INC   2018-06-07 2025-06-18
284. AVANTIS US LARGE CAP VALUE   2025-03-12 2025-06-18
6. APPLE INC   2025-05-21 2025-06-18
86. APPLE INC   2006-08-28 2025-06-18
23. ATMOS ENERGY CORP   2024-02-01 2025-06-18
1. AUTOZONE INC   2018-10-15 2025-06-18
8691.207 BAIRD AGGREGATE BOND FUND   2020-12-09 2025-06-18
101. BANK OF AMERICA CORP   2023-12-01 2025-06-18
24. BLACKSTONE INC   2021-11-29 2025-06-18
4. BLACKROCK FUNDING INC/DE   2024-10-10 2025-06-18
39. BOSTON SCIENTIFIC CORP   2023-09-07 2025-06-18
51. BROADCOM INC   2019-04-04 2025-06-18
12. CADENCE DESIGN SYSTEMS INC   2023-03-17 2025-06-18
7. CASEYS GENERAL STORES INC   2025-03-26 2025-06-18
17. CHEVRON CORPORATION   2022-03-07 2025-06-18
20. CINTAS CORP   2019-05-15 2025-06-18
5. COSTCO WHOLESALE CORP   2018-10-15 2025-06-18
24. DISNEY WALT CO   2024-04-05 2025-06-18
25. EASTMAN CHEM CO   2024-09-26 2025-06-18
43. EXXON MOBIL CORP   2021-03-02 2025-06-18
20. META PLATFORMS INC   2023-04-13 2025-06-18
1358.491 SEAFARER OVERSEAS GROWTH &   2022-03-17 2025-06-18
42. FOX CORP - CLASS A - W/I   2022-04-22 2025-06-18
350.331 HARBOR MID CAP VALUE   2024-06-14 2025-06-18
12. HOME DEPOT INC   2021-04-27 2025-06-18
17. HONEYWELL INTL INC   2023-10-19 2025-06-18
7. HUBBELL INC   2024-03-07 2025-06-18
14. ILLINOIS TOOL WORKS INC   2024-04-05 2025-06-18
875.523 WCM FOCUSED INTL GROWTH-INS   2024-10-10 2025-06-18
428. ISHARES CORE US AGGREGATE BOND   2023-02-01 2025-06-18
112. ISHARES RUSSELL MID-CAP   2014-08-05 2025-06-18
274. ISHARES MSCI EAFE VALUE   2024-09-26 2025-06-18
2331. ISHARES U S TREASURY BOND   2024-10-10 2025-06-18
74. ISHARES CORE MSCI EAFE ETF   2022-06-27 2025-06-18
639. ISHARES MSCI INTL QUALITY   2024-09-26 2025-06-18
243. ISHARES CORE MSCI DEV MKTS   2025-03-12 2025-06-18
27. JPMORGAN CHASE & CO   2004-11-18 2025-06-18
1. LAM RESEARCH CORP   2024-10-03 2025-06-18
41. LAM RESEARCH CORP   2020-05-19 2025-06-18
8. ELI LILLY & CO   2018-10-15 2025-06-18
11. MARRIOTT INTERNATIONAL INC   2024-02-01 2025-06-18
11. MASTERCARD INC CL A   2021-11-29 2025-06-18
5. MCKESSON CORPORATION   2025-05-21 2025-06-18
32. MERCK & CO INC   2020-11-03 2025-06-18
797.448 MERIDIAN SMALL CAP GROW-INSTL   2024-06-14 2025-06-18
1352.657 TCW METROPOLITAN WEST   2014-10-30 2025-06-18
3. MICROSOFT CORP   2025-05-21 2025-06-18
52. MICROSOFT CORP   2018-12-28 2025-06-18
30. MORGAN STANLEY   2020-05-19 2025-06-18
8. MOTOROLA SOLUTIONS INC   2020-01-02 2025-06-18
153. NVIDIA CORP   2024-11-29 2025-06-18
38. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2025-06-18
44.989 PRINCIPAL MIDCAP FUND-R6   2024-09-26 2025-06-18
261.692 PRINCIPAL MIDCAP FUND-R6   2013-02-27 2025-06-18
19. PROCTER & GAMBLE CO   2018-12-28 2025-06-18
12. QUANTA SVCS INC   2022-05-31 2025-06-18
18. RAYMOND JAMES FINANCIAL INC   2024-10-31 2025-06-18
6. S&P GLOBAL INC   2016-06-01 2025-06-18
1. SERVICE NOW INC   2024-12-06 2025-06-18
3. SERVICE NOW INC   2023-06-08 2025-06-18
8. SHERWIN-WILLIAMS CO   2024-11-08 2025-06-18
7. STRYKER CORP   2019-09-11 2025-06-18
24. TJX COMPANIES INC NEW   2023-02-16 2025-06-18
14. TAIWAN SEMICONDUCTOR MTG CO   2020-12-15 2025-06-18
5. TELEDYNE TECHNOLOGIES INC   2020-01-02 2025-06-18
2. TRANSDIGM GROUP INC   2024-10-31 2025-06-18
308.862 VANGUARD INTERNATIONAL VALUE   2024-10-10 2025-06-18
2183.908 VANGUARD INTM TERM INVESTMENT   2017-10-10 2025-06-18
14. VISA INC   2013-01-14 2025-06-18
21. WEC ENERGY GROUP INC   2009-03-31 2025-06-18
317. WISDOMTREE U.S. QUALITY DIVI   2023-02-01 2025-06-18
10. ACCENTURE PLC CLASS A   2019-05-15 2025-06-18
8. NEW LINDE PLC   2024-09-26 2025-06-18
12. CHUBB LTD   2023-05-18 2025-06-18
14. ROYAL CARIBBEAN CRUISES LTD   2025-03-26 2025-06-18
9. ALPHABET INC/CA-CL A   2014-05-15 2025-07-18
7. AMAZON COM INC   2018-06-07 2025-07-18
9. APPLE INC   2006-08-28 2025-07-18
215. BROADCOM INC   2019-04-04 2025-07-18
2. META PLATFORMS INC   2023-04-13 2025-07-18
384. ILLINOIS TOOL WORKS INC   2023-12-01 2025-07-18
6. MICROSOFT CORP   2018-12-28 2025-07-18
135. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2025-07-18
82. QUANTA SVCS INC   2022-05-31 2025-07-18
134.253 ISHARES S&P 500 INDEX FUND   2024-11-19 2025-07-30
5659. ISHARES MSCI INTL QUALITY   2024-09-26 2025-07-30
2417. ISHARES MSCI INTL QUALITY   2025-03-12 2025-07-30
109. ISHARES MSCI INTL QUALITY   2025-03-12 2025-07-30
391. ISHARES MSCI INTL QUALITY   2023-05-23 2025-07-30
1938.074 VANGUARD INTERNATIONAL VALUE   2024-10-10 2025-07-30
8017.992 VANGUARD INTERNATIONAL VALUE   2017-03-01 2025-07-30
2920. WISDOMTREE U.S. QUALITY DIVI   2021-01-08 2025-07-30
41015.228 BAIRD AGGREGATE BOND FUND   2020-12-09 2025-09-02
7747.654 FEDERATED TOTAL RETURN BOND   2024-10-10 2025-09-02
45281.018 FEDERATED TOTAL RETURN BOND   2025-06-12 2025-09-02
96095.783 FEDERATED TOTAL RETURN BOND   2023-06-06 2025-09-02
2367. ISHARES CORE US AGGREGATE BOND   2025-07-30 2025-09-02
16551. ISHARES CORE US AGGREGATE BOND   2022-06-27 2025-09-02
18233.387 MFS EMERGING MKTS DEBT FD-R6   2020-12-09 2025-09-02
7803.468 TCW METROPOLITAN WEST   2025-07-30 2025-09-02
54142.052 TCW METROPOLITAN WEST   2014-10-30 2025-09-02
46756.198 PGIM HIGH YIELD FUND   2024-10-10 2025-09-02
6804.124 PGIM HIGH YIELD FUND   2025-07-30 2025-09-02
12300.683 VANGUARD INTM TERM INVESTMENT   2025-07-30 2025-09-02
86068.777 VANGUARD INTM TERM INVESTMENT   2017-10-10 2025-09-02
226. ACCENTURE PLC CLASS A   2019-05-15 2025-09-25
2507.571 AMG RR SM CAP VAL-I   2024-06-14 2025-10-02
3489. AVANTIS US LARGE CAP VALUE   2025-03-12 2025-10-02
5505.506 BAIRD AGGREGATE BOND FUND   2020-12-09 2025-10-02
352.293 ISHARES S&P 500 INDEX FUND   2024-11-19 2025-10-02
521. EASTMAN CHEM CO   2024-09-26 2025-10-02
7813.799 SEAFARER OVERSEAS GROWTH &   2025-03-12 2025-10-02
40354.61 SEAFARER OVERSEAS GROWTH &   2022-03-17 2025-10-02
4845.301 WCM FOCUSED INTL GROWTH-INS   2024-10-10 2025-10-02
4833.271 WCM FOCUSED INTL GROWTH-INS   2024-06-14 2025-10-02
839. ISHARES CORE S&P SMALL CAP ETF   2020-12-09 2025-10-02
14813. ISHARES MSCI INTL QUALITY   2023-05-23 2025-10-02
3247. ISHARES CORE MSCI DEV MKTS   2025-03-12 2025-10-02
9170. WISDOMTREE U.S. QUALITY DIVI   2020-12-09 2025-10-02
43. ABBOTT LABORATORIES INC   2021-03-02 2025-10-22
22. ABBVIE INC   2020-05-19 2025-10-22
5. ALPHABET INC/CA-CL A   2025-08-15 2025-10-22
106. ALPHABET INC/CA-CL A   2009-03-31 2025-10-22
5. AMAZON COM INC   2025-07-31 2025-10-22
89. AMAZON COM INC   2018-06-07 2025-10-22
5. APPLE INC   2025-07-25 2025-10-22
113. APPLE INC   2006-08-28 2025-10-22
31. ATMOS ENERGY CORP   2024-02-01 2025-10-22
1. AUTOZONE INC   2018-10-15 2025-10-22
146. BANK OF AMERICA CORP   2023-12-01 2025-10-22
937. ISHARES FLEXIBLE INCOME   2025-09-02 2025-10-22
29. BLACKSTONE INC   2021-11-29 2025-10-22
5. BLACKROCK FUNDING INC/DE   2024-10-10 2025-10-22
54. BOSTON SCIENTIFIC CORP   2023-09-07 2025-10-22
3. BROADCOM INC   2025-09-12 2025-10-22
56. BROADCOM INC   2019-04-04 2025-10-22
19. CADENCE DESIGN SYSTEMS INC   2025-09-25 2025-10-22
10. CARPENTER TECHNOLOGY CORP   2025-10-02 2025-10-22
9. CASEYS GENERAL STORES INC   2025-03-26 2025-10-22
22. CHEVRON CORPORATION   2022-03-07 2025-10-22
29. CINTAS CORP   2019-05-15 2025-10-22
8. COSTCO WHOLESALE CORP   2018-10-15 2025-10-22
30. DISNEY WALT CO   2024-04-05 2025-10-22
62. EXXON MOBIL CORP   2021-03-02 2025-10-22
27. META PLATFORMS INC   2023-04-13 2025-10-22
44. FOX CORP - CLASS A - W/I   2022-04-22 2025-10-22
8. GE VERNOVA LLC   2025-07-18 2025-10-22
18. HOME DEPOT INC   2012-02-08 2025-10-22
25. HONEYWELL INTL INC   2023-10-19 2025-10-22
10. HUBBELL INC   2024-03-07 2025-10-22
13921. ISHARES U S TREASURY BOND   2023-06-06 2025-10-22
40. JPMORGAN CHASE & CO   2004-11-18 2025-10-22
58. LAM RESEARCH CORP   2020-05-19 2025-10-22
12. ELI LILLY & CO   2018-10-15 2025-10-22
14. MARRIOTT INTERNATIONAL INC   2024-02-01 2025-10-22
15. MASTERCARD INC CL A   2021-11-29 2025-10-22
5. MCKESSON CORPORATION   2025-05-21 2025-10-22
46. MERCK & CO INC   2020-11-03 2025-10-22
3. MICROSOFT CORP   2025-07-25 2025-10-22
68. MICROSOFT CORP   2018-12-28 2025-10-22
38. MORGAN STANLEY   2020-05-19 2025-10-22
10. MOTOROLA SOLUTIONS INC   2020-01-02 2025-10-22
216. NVIDIA CORP   2025-07-18 2025-10-22
36. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2025-10-22
27. PROCTER & GAMBLE CO   2018-12-28 2025-10-22
12. QUANTA SVCS INC   2022-05-31 2025-10-22
27. RAYMOND JAMES FINANCIAL INC   2024-10-31 2025-10-22
33. RTX CORPORATION   2025-07-18 2025-10-22
10. S&P GLOBAL INC   2016-06-01 2025-10-22
7. SERVICE NOW INC   2025-09-25 2025-10-22
10. SHERWIN-WILLIAMS CO   2024-11-08 2025-10-22
10. STRYKER CORP   2019-09-11 2025-10-22
36. TJX COMPANIES INC NEW   2023-02-16 2025-10-22
20. TAIWAN SEMICONDUCTOR MTG CO   2020-12-15 2025-10-22
5. TELEDYNE TECHNOLOGIES INC   2020-01-02 2025-10-22
3. TRANSDIGM GROUP INC   2024-10-31 2025-10-22
21. VISA INC   2013-01-14 2025-10-22
25. WEC ENERGY GROUP INC   2009-03-31 2025-10-22
8. NEW LINDE PLC   2024-09-26 2025-10-22
17. CHUBB LTD   2023-05-18 2025-10-22
19. ROYAL CARIBBEAN CRUISES LTD   2025-03-26 2025-10-22
201. LAM RESEARCH CORP   2020-05-19 2025-11-14
102. SOLSTICE ADV MATERIALS INC   2023-10-19 2025-11-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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    
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 62,000   75,046 -13,046
b 159,346   161,470 -2,124
c 66,655   74,276 -7,621
d 226,540   104,573 121,967
e 40,768   43,653 -2,885
86,289   94,528 -8,239
73,615   63,016 10,599
133,010   107,153 25,857
79,556   62,220 17,336
168,662   170,790 -2,128
39,338   39,092 246
72,167   63,649 8,518
76,176   91,755 -15,579
1,039   120 919
85,339   54,683 30,656
174,281   168,936 5,345
450,000   440,401 9,599
90,894   89,271 1,623
74,413   57,011 17,402
10,000   9,801 199
4,912   4,544 368
2,982   1,460 1,522
17,000   17,620 -620
1,232   1,265 -33
13,731   2,058 11,673
216   210 6
1,078   1,008 70
14,449   5,693 8,756
19,015   18,382 633
1,178   1,231 -53
16,889   210 16,679
3,506   2,629 877
3,611   778 2,833
85,000   102,989 -17,989
4,546   3,074 1,472
3,313   3,391 -78
3,940   3,849 91
3,970   2,125 1,845
12,828   1,547 11,281
3,584   2,485 1,099
3,559   2,939 620
2,530   2,745 -215
4,431   1,092 3,339
4,899   1,133 3,766
2,829   2,836 -7
1,890   2,812 -922
4,900   2,429 2,471
13,993   4,317 9,676
18,000   17,022 978
2,302   1,621 681
9,000   8,786 214
4,187   3,854 333
3,779   3,114 665
2,806   2,731 75
3,390   3,680 -290
23,000   22,956 44
42,040   43,115 -1,075
10,042   4,378 5,664
17,052   15,854 1,198
53,007   53,701 -694
6,014   4,440 1,574
27,043   26,633 410
18,039   16,875 1,164
7,418   1,023 6,395
93   81 12
3,823   1,057 2,766
6,270   884 5,386
2,852   2,631 221
5,997   3,533 2,464
3,652   3,591 61
2,536   2,363 173
10,000   9,976 24
14,000   16,164 -2,164
1,437   1,364 73
24,911   5,217 19,694
3,969   1,199 2,770
3,247   1,291 1,956
22,249   20,936 1,313
6,989   3,802 3,187
2,054   2,065 -11
11,946   4,421 7,525
3,004   1,730 1,274
4,372   1,487 2,885
2,676   2,697 -21
3,032   665 2,367
985   1,136 -151
2,954   1,599 1,355
2,666   3,062 -396
2,623   1,522 1,101
2,950   1,918 1,032
3,006   1,478 1,528
2,456   1,761 695
2,852   2,628 224
13,000   13,608 -608
19,000   21,446 -2,446
4,818   560 4,258
2,176   437 1,739
25,975   20,014 5,961
3,099   1,722 1,377
3,688   3,835 -147
3,389   2,394 995
3,748   3,150 598
1,666   238 1,428
1,576   595 981
1,898   22 1,876
61,011   6,521 54,490
1,400   432 968
98,102   94,121 3,981
3,055   602 2,453
24,153   13,509 10,644
33,095   10,160 22,935
100,000   93,194 6,806
239,319   230,707 8,612
102,215   97,103 5,112
4,614   4,379 235
16,552   13,962 2,590
84,151   85,392 -1,241
348,141   269,966 78,175
250,510   165,953 84,557
404,000   486,019 -82,019
73,603   74,300 -697
430,170   427,000 3,170
912,910   911,750 1,160
233,871   233,456 415
1,635,317   1,627,423 7,894
225,000   270,207 -45,207
81,312   81,000 312
564,160   646,998 -82,838
228,170   226,300 1,870
33,204   33,000 204
108,738   108,000 738
760,848   845,195 -84,347
53,254   38,926 14,328
41,400   38,366 3,034
252,957   225,831 27,126
55,000   65,239 -10,239
276,800   244,551 32,249
33,237   58,609 -25,372
112,206   94,000 18,206
579,492   486,538 92,954
135,668   127,044 8,624
135,332   119,962 15,370
100,252   75,854 24,398
664,082   528,965 135,117
262,399   225,482 36,917
817,231   494,979 322,252
5,524   5,281 243
5,047   2,008 3,039
1,251   1,019 232
26,531   1,080 25,451
1,088   1,177 -89
19,370   7,562 11,808
1,284   1,073 211
29,007   276 28,731
5,505   3,543 1,962
4,020   778 3,242
7,399   4,443 2,956
49,980   49,466 514
4,673   4,027 646
5,625   4,812 813
5,639   2,943 2,696
1,010   1,088 -78
18,853   1,699 17,154
6,268   6,735 -467
2,431   2,448 -17
4,898   3,779 1,119
3,402   3,552 -150
5,652   1,584 4,068
7,595   1,813 5,782
3,401   3,545 -144
7,072   3,502 3,570
19,598   5,827 13,771
2,567   1,698 869
4,492   4,615 -123
7,046   4,400 2,646
5,190   4,580 610
4,219   3,901 318
324,777   320,470 4,307
11,680   1,515 10,165
7,985   1,496 6,489
9,732   1,326 8,406
3,837   3,349 488
8,603   4,818 3,785
3,964   3,591 373
4,061   3,396 665
1,562   1,538 24
35,408   6,822 28,586
6,001   1,518 4,483
4,467   1,614 2,853
38,368   37,283 1,085
5,578   3,602 1,976
4,137   2,458 1,679
4,875   1,487 3,388
4,501   4,046 455
5,811   5,014 797
4,814   1,108 3,706
6,569   6,466 103
3,372   3,827 -455
3,901   2,174 1,727
5,187   2,876 2,311
5,741   2,112 3,629
2,786   1,761 1,025
3,967   3,710 257
7,266   840 6,426
2,947   520 2,427
3,612   3,835 -223
4,659   3,392 1,267
6,046   4,275 1,771
30,035   5,183 24,852
4,597   4,402 195
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
      178,736
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       -13,046
b       -2,124
c       -7,621
d       121,967
e       -2,885
      -8,239
      10,599
      25,857
      17,336
      -2,128
      246
      8,518
      -15,579
      919
      30,656
      5,345
      9,599
      1,623
      17,402
      199
      368
      1,522
      -620
      -33
      11,673
      6
      70
      8,756
      633
      -53
      16,679
      877
      2,833
      -17,989
      1,472
      -78
      91
      1,845
      11,281
      1,099
      620
      -215
      3,339
      3,766
      -7
      -922
      2,471
      9,676
      978
      681
      214
      333
      665
      75
      -290
      44
      -1,075
      5,664
      1,198
      -694
      1,574
      410
      1,164
      6,395
      12
      2,766
      5,386
      221
      2,464
      61
      173
      24
      -2,164
      73
      19,694
      2,770
      1,956
      1,313
      3,187
      -11
      7,525
      1,274
      2,885
      -21
      2,367
      -151
      1,355
      -396
      1,101
      1,032
      1,528
      695
      224
      -608
      -2,446
      4,258
      1,739
      5,961
      1,377
      -147
      995
      598
      1,428
      981
      1,876
      54,490
      968
      3,981
      2,453
      10,644
      22,935
      6,806
      8,612
      5,112
      235
      2,590
      -1,241
      78,175
      84,557
      -82,019
      -697
      3,170
      1,160
      415
      7,894
      -45,207
      312
      -82,838
      1,870
      204
      738
      -84,347
      14,328
      3,034
      27,126
      -10,239
      32,249
      -25,372
      18,206
      92,954
      8,624
      15,370
      24,398
      135,117
      36,917
      322,252
      243
      3,039
      232
      25,451
      -89
      11,808
      211
      28,731
      1,962
      3,242
      2,956
      514
      646
      813
      2,696
      -78
      17,154
      -467
      -17
      1,119
      -150
      4,068
      5,782
      -144
      3,570
      13,771
      869
      -123
      2,646
      610
      318
      4,307
      10,165
      6,489
      8,406
      488
      3,785
      373
      665
      24
      28,586
      4,483
      2,853
      1,085
      1,976
      1,679
      3,388
      455
      797
      3,706
      103
      -455
      1,727
      2,311
      3,629
      1,025
      257
      6,426
      2,427
      -223
      1,267
      1,771
      24,852
      195
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,483,572
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 31,471
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 31,471
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 31,471
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,983
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 15,983
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 15,488
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 address  
14
The books are in care ofPNC BANK NA Telephone no. (412) 762-9965

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
82,678    
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
30,443,080
b
Average of monthly cash balances.......................
1b
687,946
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
31,131,026
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
31,131,026
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
466,965
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,664,061
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,533,203
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
1,533,203
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
31,471
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,471
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,501,732
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,501,732
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
1,501,732
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
1,679,346
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
1,679,346
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 1,501,732
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...... 185,514
b From 2021...... 39,853
c From 2022...... 119,889
d From 2023...... 164,374
e From 2024...... 175,004
f Total of lines 3a through e ........ 684,634
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,679,346
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..... 1,501,732
e Remaining amount distributed out of corpus 177,614
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 5 862,248
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) ...
185,514
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
676,734
10 Analysis of line 9:
a Excess from 2021 .... 39,853
b Excess from 2022 .... 119,889
c Excess from 2023 .... 164,374
d Excess from 2024 .... 175,004
e Excess from 2025 .... 177,614
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:
DANIEL AND SUSAN PFAU FOUNDATION
200 WEST FOURTH STREET
CINCINNATI,OH45202
(513) 241-2880
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF INQUIRY REQUIRED - REFER TO www.gcfdn.org FOR THE ON-LINE FORM (FROM THE MENU TAB, SELECT GRANTS, PRIVATE FOUNDATION GRANTS, AND THEN THE DANIEL AND SUSAN PFAU FOUNDATION)
cAny submission deadlines:
FOLLOW INSTRUCTIONS ABOVE TO FIND SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOLLOW INSTRUCTIONS ABOVE TO FIND RESTRICTIONS OR LIMITATIONS
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

PER SCHOLAS INC

804 E 138TH STREET 2
BRONX,NY10454
NONE   SUPPORT IT TRAINING 30,000

CITYLINK CENTER

800 BANK ST
CINCINNATI,OH452142220
NONE   GENERAL SUPPORT 30,000

AMERICAN DIABETES ASSOCIATION INC

2451 CRYSTAL DR STE 900
ARLINGTON,VA222024804
NONE   GENERAL SUPPORT 20,000

TEACH FOR AMERICA INC

1110 MAIN ST
CINCINNATI,OH45202
NONE   SUPPORT EDUCATIONAL 25,000

SOCIETY OF ST VINCENT DE PAUL

1298 MAIN ST
BUFFALO,NY142091946
NONE   GENERAL SUPPORT 20,000

CINCINNATI EYE INSTITUTE

1945 CEI DR
BLUE ASH,OH452425664
NONE   GENERAL SUPPORT 40,000

STRATEGIES TO END HOMELESSNESS

2368 VICTORY PKWY STE 600
CINCINNATI,OH452062850
NONE   GENERAL SUPPORT 25,000

NORTHERN KENTUCKY UNIVERSITY
SALMON P CHASE COLLEGE OF LAW
NUNN DRIVE
HIGHLAND HEIGHTS,KY41099
NONE   GENERAL SUPPORT 25,000

FREESTORE FOODBANK

1141 CENTRAL PARKWAY
CINCINNATI,OH45202
NONE   SUPPORT OF POWER PACK 40,000

THE POINTARC OF NORTHERN
KENTUCKY INC
104 W PIKE STREET
COVINGTON,KY41011
NONE   DR ANTHONY & GERALDINE 30,000

BIG BROTHERS BIG SISTERS OF

5989 PENN CIRCLE SOUTH STE 1
PITTSBURGH,PA15206
NONE   GENERAL SUPPORT 55,000

EMERGENCY SHELTERS OF NORTHERN
KENTUCKY INC
634 SCOTT STREET
COVINGTON,KY41011
NONE   GENERAL SUPPORT 35,000

MINDPEACE

5642 HAMILTON AVENUE
CINCINNATI,OH45224
NONE   GENERAL SUPPORT 50,000

1N5

3975 ERIE AVENUE
CINCINNATI,OH45208
NONE   GENERAL SUPPORT 40,000

LEGAL AID SOCIETY OF CINCINNATI

215 E 9TH ST STE 200
CINCINNATI,OH452022146
NONE   GENERAL SUPPORT 35,000

CINCINNATI SYMPHONY ORCHESTRA

1241 ELM STREET
CINCINNATI,OH45202
NONE   GENERAL SUPPORT 12,500

CINCINNATI INST OF FINE ARTS

2 EAST CENTRAL PARKWAY STE 200
CINCINNATI,OH45202
NONE   GENERAL SUPPORT 50,000

CLOVERNOOK CENTER FOR THE BLIND AND VISU

7000 HAMILTON AVE
CINCINNATI,OH452315240
NONE   GENERAL SUPPORT 40,000

GREATER CINCINNATI FDN

720 E PETE ROSE WAY 120
CINCINNATI,OH45202
NONE   SUPPORT POWER OF PLACE 100,000

STEPPING STONES INC

5650 GIVEN ROAD
CINCINNATI,OH45243
NONE   INVESTMENTS IN DREX CAMPUS, 40,000

SPRINGER SCHOOL AND CENTER

2121 MADISON ROAD
CINCINNATI,OH45208
NONE   GENERAL SUPPORT 37,500

CENTER FOR ADDICTION TREATMENT INC

830 EZZARD CHARLES DRIVE
CINCINNATI,OH45214
NONE   GENERAL SUPPORT 23,000

COMPREHENSIVE COMMUNITY CHILD CARE

1924 DANA AVENUE
CINCINNATI,OH45207
NONE   GENERAL SUPPORT 50,000

WOMEN HELPING WOMEN

215 E 9TH STEET
CINCINNATI,OH452022139
NONE   GENERAL SUPPORT 20,000

LEARNING GROVE INC

333 MADISON AVE
COVINGTON,KY410111517
NONE   GENERAL SUPPORT 40,000

PROKIDS

2605 BURNET AVENUE
CINCINNATI,OH45219
NONE   SUPPORT CASA UNIVERSITY 30,000

BETHANY HOUSE SERVICES INC

1841 FAIRMOUNT AVENUE
CINCINNATI,OH45214
NONE   GENERAL SUPPORT 50,000

CINCINNATI YOUTH COLLABORATIVE

301 OAK ST
CINCINNATI,OH45219
NONE   SUPPORT MENTORING PROGRAMS 50,000

PARACHUTES SPECIAL ADVOCATES
FOR CHILDREN OF BUTLER COUNTY
284 N FAIR AVENUE
HAMILTON,OH45011
NONE   SUPPORT OF BE A CHILD'S 12,000

PEASLEE NEIGHBORHOOD CENTER INC

215 E 14TH STREET
CINCINNATI,OH45202
NONE   SUPPORT ARTS AND MUSIC 25,000

OHIO JUSTICE & POLICY CENTER

215 E 9TH ST STE 601
CINCINNATI,OH452022143
NONE   SUPPORT LEGAL CLINICS 30,000

STARFIRE COUNCIL OF GREATER CINCINNATI I

1682 E SEYMOUR AVE
CINCINNATI,OH452373010
NONE   GENERAL SUPPORT 50,000

AMERICA S RIVER ROOTS INC

421 OAK ST
CINCINNATI,OH452192504
NONE   GENERAL SUPPORT 10,000

CRAYONS TO COMPUTERS INC

1350 TENNESSEE AVE
CINCINNATI,OH452291014
NONE   GENERAL SUPPORT 60,000

UPSPRING

P O BOX 23300
CINCINNATI,OH45223
NONE   GENERAL SUPPORT 20,000

OHIO RIVER FOUNDATION

4480 CLASSIC DR
BLUE ASH,OH452412208
NONE   GENERAL SUPPORT 25,000

LITERACY NETWORK OF GREATER
CINCINNATI
1200 GEST ST
CINCINNATI,OH452031116
NONE   LITTLE FREE LIBRARIES 25,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DRIVE
CINCINNATI,OH45202
NONE   GENERAL SUPPORT 12,500

NATIONAL SOCIETY TO PREVENT BLINDNESS

211 W WACKER DR STE 1700
CHICAGO,IL60606
NONE   GENERAL SUPPORT 20,000

TIKKUN FARM INC

7941 ELIZABETH ST
CINCINNATI,OH452313305
NONE   GENERAL SUPPORT 15,000

LA SOUPE INC

915 E MCMILLAN ST
CINCINNATI,OH452062007
NONE   SUPPORT RESCUE, TRANSFORM, 20,000

SWEET CHEEKS DIAPER BANK

2331 TERHUNE ALLEY
CINCINNATI,OH45206
NONE   SUPPORT DIAPER DISTRIBUTION 25,000

BAWAC INC

7970 KENTUCKY DR
FLORENCE,KY410422915
NONE   GENERAL SUPPORT 25,000

WELCOME HOUSE OF NORTHERN KENTUCKY INC

205 WEST PIKE STREET
COVINGTON,KY41011
NONE   GENERAL SUPPORT 20,000

FOUND VILLAGE

1215 WILLIAM HOWARD TAFT RD FLOOR 2
CINCINNATI,OH452061787
NONE   GENERAL SUPPORT 30,000

GIVE LIKE A MOTHER

4601 EASTGATE BLVD STE 824
CINCINNATI,OH452451258
NONE   GENERAL SUPPORT 15,000

FOREVER KINGS INC

3270 NORTH BEND RD
CINCINNATI,OH452397611
NONE   GENERAL SUPPORT 20,000

INSPIRATION STUDIOS INC

140 HIGH ST
HAMILTON,OH450112725
NONE   GENERAL SUPPORT 20,000

FROM FATHERLESS TO FEARLESS

10921 REED HARTMAN HWY STE 336
BLUE ASH,OH452422843
NONE   GENERAL SUPPORT 25,000

RZP FOUNDATION INC

3364 E US 22 3
MORROW,OH451529796
NONE   GENERAL SUPPORT 10,000
Total ................................. 3a 1,557,500
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 ....     14 856,303  
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 1,483,572  
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) ..   2,339,875  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,339,875
(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:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
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:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 26,653 91,778
437076102 HOME DEPOT INC 13,125 100,477
532457108 ELI LILLY & CO 21,443 208,488
594918104 MICROSOFT CORP 17,980 593,402
617446448 MORGAN STANLEY 25,215 112,021
620076307 MOTOROLA SOLUTIONS I 26,789 63,631
742718109 PROCTER & GAMBLE CO 40,877 64,346
863667101 STRYKER CORP 35,214 56,938
874039100 TAIWAN SEMICONDUCTOR 34,421 102,715
879360105 TELEDYNE TECHNOLOGIE 65,450 81,206
74762E102 QUANTA SVCS INC 15,734 92,009
00287Y109 ABBVIE INC 33,682 84,313
02079K305 ALPHABET INC/CA-CL A 16,536 595,639
11135F101 BROADCOM INC 30,543 348,523
22160K105 COSTCO WHOLESALE COR 28,550 108,655
30303M102 META PLATFORMS INC 64,772 314,203
46625H100 JPMORGAN CHASE & CO 21,943 213,310
58933Y105 MERCK & CO INC 56,998 81,261
78409V104 S&P GLOBAL INC 18,068 85,182
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 13,843 121,346
92939U106 WEC ENERGY GROUP INC 8,526 43,239
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 87,537 91,336
023135106 AMAZON COM INC 137,049 372,313
037833100 APPLE INC 4,985 554,051
053332102 AUTOZONE INC 15,566 67,830
060505104 BANK OF AMERICA CORP 69,761 133,980
09260D107 BLACKSTONE INC 68,021 74,604
30231G102 EXXON MOBIL CORP 58,231 124,071
57636Q104 MASTERCARD INC CL A 81,265 144,433
718172109 PHILIP MORRIS INTERN 65,342 104,741
166764100 CHEVRON CORPORATION 59,897 56,544
35137L105 FOX CORP - CLASS A - 28,288 53,560
580135101 MCDONALD'S CORP    
101137107 BOSTON SCIENTIFIC CO 49,426 86,482
127387108 CADENCE DESIGN SYSTE 74,382 101,589
438516106 HONEYWELL INTL INC 70,335 79,597
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 72,950 91,914
872540109 TJX COMPANIES INC NE 47,699 91,705
H1467J104 CHUBB LTD 58,865 92,075
049560105 ATMOS ENERGY CORP 58,067 85,156
09290D101 BLACKROCK FUNDING IN 78,912 87,768
254687106 DISNEY WALT CO 58,249 56,089
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 67,872 77,275
512807306 LAM RESEARCH CORP 19,857 131,809
571903202 MARRIOTT INTERNATION 56,693 73,527
67066G104 NVIDIA CORP 508,297 697,883
754730109 RAYMOND JAMES FINANC 67,278 72,105
824348106 SHERWIN-WILLIAMS CO 66,978 56,705
893641100 TRANSDIGM GROUP INC 72,271 73,142
G54950103 NEW LINDE PLC 66,610 59,268
144285103 CARPENTER TECHNOLOGY 38,929 50,060
147528103 CASEYS GENERAL STORE 67,187 88,434
36828A101 GE VERNOVA LLC 86,526 98,036
58155Q103 MCKESSON CORPORATION 69,661 79,568
75513E101 RTX CORPORATION 91,167 110,040
V7780T103 ROYAL CARIBBEAN CRUI 72,445 89,812

TY 2025 InvestmentsOtherSchedule2
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287499 ISHARES RUSSELL MID- AT COST 374,932 585,899
464287804 ISHARES CORE S&P SMA AT COST 114,097 151,667
464288273 ISHARES MSCI EAFE SM AT COST 240,367 333,767
552746364 MFS EMERGING MKTS DE AT COST 518,080 516,789
592905749 TCW METROPOLITAN WES      
921939203 VANGUARD INTERNATION      
922031810 VANGUARD INTM TERM I      
74256W584 PRINCIPAL MIDCAP FUN AT COST 187,120 475,230
97717X669 WISDOMTREE U.S. QUAL      
057071854 BAIRD AGGREGATE BOND AT COST 1,185,449 1,147,835
066922204 ISHARES S&P 500 INDE AT COST 726,385 4,090,901
27831R108 EV GLBL MACR ABS RTR AT COST 291,203 300,247
00171A852 AMG RR SM CAP VAL-I AT COST 341,236 345,158
00770X675 PZENA EMERG MKTS VAL AT COST 539,030 695,732
09250J734 BLACKROCK EVENT DRIV AT COST 275,000 291,896
317609295 SEAFARER OVERSEAS GR      
464287226 ISHARES CORE US AGGR      
46432F842 ISHARES CORE MSCI EA AT COST 170,280 253,887
31428Q739 FEDERATED TOTAL RETU      
46429B267 ISHARES U S TREASURY AT COST 1,287,053 1,291,703
46434V456 ISHARES MSCI INTL QU      
74440B884 PRUDENTIAL TOTAL RET AT COST 2,148,860 2,196,003
411512460 HARBOR MID CAP VALUE AT COST 352,744 386,358
461418444 WCM FOCUSED INTL GRO AT COST 621,752 623,255
464288877 ISHARES MSCI EAFE VA AT COST 1,021,413 1,202,473
589619824 MERIDIAN SMALL CAP G AT COST 359,194 358,502
74440Y884 PGIM HIGH YIELD FUND      
025072349 AVANTIS US LARGE CAP AT COST 479,236 561,001
02631W607 AMER FND MULTI-SEC I AT COST 1,400,000 1,402,957
092528603 ISHARES FLEXIBLE INC AT COST 644,067 643,794
256210105 DODGE & COX INCOME F AT COST 2,400,000 2,418,824
37954Y632 GLOBAL X ART INTEL & AT COST 1,063,277 1,077,011
46138E800 INVESCO CHINA TECHNO AT COST 658,763 566,020
46435G326 ISHARES CORE MSCI DE AT COST 429,368 509,974
52107V229 LAZARD INTL QLTY GRW AT COST 585,100 546,392
89154M702 TOUCHSTONE SANDS EM AT COST 487,600 479,772

TY 2025 LegalFeesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 7,500     7,500


TY 2025 OtherDecreasesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Description Amount
ROC ON CY SALES 583
PY RETURN OF CAPITAL ADJUSTMENT 1,878


TY 2025 OtherExpensesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 50 50   0
OTHER NON-ALLOCABLE EXPENSE - 11,795 0   11,795
STATE FILING FEES 200 0   200
INVESTMENT EXPENSES-DIVIDEND I 21 21   0


TY 2025 OtherIncreasesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Description Amount
MUTUAL FUND TIMING ADJ 589
ROUNDING 7


TY 2025 OtherProfessionalFeesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 69,280     69,280


TY 2025 TaxesSchedule
Name:
PFAU CHARITABLE FOUNDATION
EIN:
31-1411794
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,362 7,362   0
FEDERAL TAX PAYMENT - PRIOR YE 7,421 0   0
FEDERAL ESTIMATES - PRINCIPAL 15,983 0   0
FOREIGN TAXES ON NONQUALIFIED 4,877 4,877   0