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
PLAISANCE FOR CASE WESTERN
 
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

25-6071144
B Telephone number (see instructions)

4122094730
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)$7,804,934J 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... 181,426 180,517  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 423,814
b Gross sales price for all assets on line 6a 4,154,366
7 Capital gain net income (from Part IV, line 2)... 423,814
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)....... Click to see attachment
List of Attached Documents:
// Content
4,767    
12 Total. Add lines 1 through 11........ 610,007 604,331  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 68,616 54,892   13,723
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
201 201   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,851 2,853   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
11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,679 57,957 0 13,723
25 Contributions, gifts, grants paid....... 328,651 328,651
26 Total expenses and disbursements. Add lines 24 and 25 ................ 403,330 57,957 0 342,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 206,677
b Net investment income (if negative, enter -0-) 546,374
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......... 263,693 216,966 216,966
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)....... 204,743 Click to see attachment
List of Attached Documents:
// Content
636,962 		653,123
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,004,418 Click to see attachment
List of Attached Documents:
// Content
5,825,896 		6,934,845
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) 6,472,854 6,679,824 7,804,934
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........ 6,472,854 6,679,824
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)..... 6,472,854 6,679,824
30 Total liabilities and net assets/fund balances (see instructions). 6,472,854 6,679,824
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
6,472,854
2
Enter amount from Part I, line 27a .....................
2
206,677
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,143
4
Add lines 1, 2, and 3 ..........................
4
6,680,674
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
850
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,679,824
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 15. MCDONALD'S CORP   2022-11-22 2025-03-25
b 32. PEPSICO INC   2023-09-06 2025-03-25
c 18. UNITEDHEALTH GROUP INC   2016-10-27 2025-05-16
d 13. BROADCOM INC   2019-02-08 2025-07-10
e 1. BROADCOM INC   2019-02-08 2025-07-10
25. ILLINOIS TOOL WORKS INC   2023-11-28 2025-07-10
9. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-07-10
5. QUANTA SVCS INC   2020-09-03 2025-07-10
1990.319 AMG RR SM CAP VAL-I   2024-08-30 2025-09-10
11. ABBOTT LABORATORIES INC   2021-07-29 2025-09-10
5. ABBVIE INC   2020-04-14 2025-09-10
27. ALPHABET INC/CA-CL A   2009-01-27 2025-09-10
23. AMAZON COM INC   2018-02-02 2025-09-10
28. APPLE INC   2006-08-21 2025-09-10
4483.235 ARTISAN INTL SM/MID-INST   2024-08-30 2025-09-10
7. ATMOS ENERGY CORP   2024-01-26 2025-09-10
6342.062 BAIRD MIDCAP INST   2024-08-30 2025-09-10
35. BANK OF AMERICA CORP   2019-01-31 2025-09-10
39945.887 BLACKROCK TOTAL RETURN-I   2024-08-30 2025-09-10
7. BLACKSTONE INC   2021-11-22 2025-09-10
2. BLACKROCK FUNDING INC/DE   2020-08-07 2025-09-10
12. BOSTON SCIENTIFIC CORP   2023-09-07 2025-09-10
14. BROADCOM INC   2019-02-08 2025-09-10
4. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-09-10
2. CASEYS GENERAL STORES INC   2025-03-26 2025-09-10
5. CHEVRON CORPORATION   2022-03-03 2025-09-10
7. CINTAS CORP   2019-04-25 2025-09-10
2. COSTCO WHOLESALE CORP   2018-07-27 2025-09-10
7. DISNEY WALT CO   2024-04-01 2025-09-10
26087.52 DOUBLELINE TOTAL RETURN BOND   2023-07-17 2025-09-10
6. EASTMAN CHEM CO   2024-09-26 2025-09-10
14. EXXON MOBIL CORP   2021-02-19 2025-09-10
6. META PLATFORMS INC   2016-03-02 2025-09-10
10. FOX CORP - CLASS A - W/I   2022-04-21 2025-09-10
2. GE VERNOVA LLC   2025-07-10 2025-09-10
1206.843 HARBOR MID CAP VALUE   2024-08-30 2025-09-10
3955.436 OAKMARK INTL SM CAP-R6   2023-07-17 2025-09-10
4. HOME DEPOT INC   2012-01-09 2025-09-10
6. HONEYWELL INTL INC   2023-10-16 2025-09-10
3. HUBBELL INC   2024-02-29 2025-09-10
80. ISHARES CORE S&P 500   2023-07-17 2025-09-10
1856. ISHARES MSCI USA MIN VOL FACTOR   2024-08-30 2025-09-10
83. ISHARES MSCI INTL QUALITY   2023-07-17 2025-09-10
9. JPMORGAN CHASE & CO   2009-04-29 2025-09-10
18. LAM RESEARCH CORP   2020-03-05 2025-09-10
3. ELI LILLY & CO   2018-07-16 2025-09-10
8260.645 LONGLEAF PARTNERS FDS TR   2023-07-17 2025-09-10
9619.982 MFS EMERGING MKTS DEBT FD-R6   2023-07-17 2025-09-10
3. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-09-10
3. MASTERCARD INC CL A   2021-11-22 2025-09-10
1. MCKESSON CORPORATION   2025-05-16 2025-09-10
11. MERCK & CO INC   2020-09-24 2025-09-10
2196.74 MERIDIAN SMALL CAP GROW-INSTL   2024-08-30 2025-09-10
17. MICROSOFT CORP   2009-05-28 2025-09-10
9. MORGAN STANLEY   2020-01-27 2025-09-10
2. MOTOROLA SOLUTIONS INC   2019-12-04 2025-09-10
29. NVIDIA CORP   2024-11-22 2025-09-10
20. NVIDIA CORP   2025-07-10 2025-09-10
9. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-09-10
7. PROCTER & GAMBLE CO   2018-10-25 2025-09-10
13965.883 PGIM HIGH YIELD FUND   2023-07-17 2025-09-10
3. QUANTA SVCS INC   2020-09-03 2025-09-10
6. RAYMOND JAMES FINANCIAL INC   2024-10-30 2025-09-10
8. RTX CORPORATION   2025-07-10 2025-09-10
2. S&P GLOBAL INC   2016-05-20 2025-09-10
1. SERVICE NOW INC   2023-06-02 2025-09-10
2. SHERWIN-WILLIAMS CO   2024-11-06 2025-09-10
2. STRYKER CORP   2019-08-08 2025-09-10
9. TJX COMPANIES INC NEW   2023-02-09 2025-09-10
5. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-09-10
2. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-09-10
2376.975 TOUCHSTONE MID CAP-R6   2023-07-17 2025-09-10
1. TRANSDIGM GROUP INC   2024-10-30 2025-09-10
5. VISA INC   2013-02-08 2025-09-10
6. WEC ENERGY GROUP INC   2009-05-28 2025-09-10
31233.428 ALLSPRING CORE BOND FUND   2009-05-28 2025-09-10
63. WISDOMTREE U.S. QUALITY DIVI   2024-08-30 2025-09-10
3. ACCENTURE PLC CLASS A   2019-05-13 2025-09-10
1. NEW LINDE PLC   2024-09-23 2025-09-10
4. CHUBB LTD   2023-05-16 2025-09-10
5. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-09-10
11. ACCENTURE PLC CLASS A   2019-05-13 2025-09-19
27. EASTMAN CHEM CO   2024-09-23 2025-10-01
.5 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
11. LAM RESEARCH CORP   2020-03-05 2025-11-13
5. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
39. ABBOTT LABORATORIES INC   2021-02-10 2025-11-14
20. ABBVIE INC   2020-04-14 2025-11-14
103. ALPHABET INC/CA-CL A   2009-01-27 2025-11-14
87. AMAZON COM INC   2018-02-02 2025-11-14
110. APPLE INC   2006-08-21 2025-11-14
28. ATMOS ENERGY CORP   2024-01-25 2025-11-14
1. AUTOZONE INC   2018-10-11 2025-11-14
131. BANK OF AMERICA CORP   2019-01-31 2025-11-14
26. BLACKSTONE INC   2021-11-22 2025-11-14
4. BLACKROCK FUNDING INC/DE   2020-08-07 2025-11-14
49. BOSTON SCIENTIFIC CORP   2023-09-06 2025-11-14
54. BROADCOM INC   2019-02-08 2025-11-14
4. CADENCE DESIGN SYSTEMS INC   2025-09-19 2025-11-14
14. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-11-14
9. CARPENTER TECHNOLOGY CORP   2025-10-01 2025-11-14
9. CASEYS GENERAL STORES INC   2025-03-25 2025-11-14
20. CHEVRON CORPORATION   2022-03-03 2025-11-14
26. CINTAS CORP   2019-04-25 2025-11-14
7. COSTCO WHOLESALE CORP   2018-07-27 2025-11-14
27. DISNEY WALT CO   2024-04-01 2025-11-14
56. EXXON MOBIL CORP   2021-02-19 2025-11-14
26. META PLATFORMS INC   2016-03-02 2025-11-14
40. FOX CORP - CLASS A - W/I   2022-04-20 2025-11-14
8. GE VERNOVA LLC   2025-07-10 2025-11-14
16. HOME DEPOT INC   2012-01-09 2025-11-14
22. HONEYWELL INTL INC   2023-10-16 2025-11-14
9. HUBBELL INC   2024-02-29 2025-11-14
36. JPMORGAN CHASE & CO   2009-04-29 2025-11-14
41. LAM RESEARCH CORP   2020-03-05 2025-11-14
10. ELI LILLY & CO   2018-07-16 2025-11-14
13. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-11-14
14. MASTERCARD INC CL A   2021-11-22 2025-11-14
5. MCKESSON CORPORATION   2025-05-16 2025-11-14
42. MERCK & CO INC   2020-09-24 2025-11-14
66. MICROSOFT CORP   2009-05-28 2025-11-14
34. MORGAN STANLEY   2020-01-27 2025-11-14
9. MOTOROLA SOLUTIONS INC   2019-12-04 2025-11-14
130. NVIDIA CORP   2024-11-22 2025-11-14
72. NVIDIA CORP   2024-08-15 2025-11-14
35. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-11-14
24. PROCTER & GAMBLE CO   2018-10-26 2025-11-14
12. QUANTA SVCS INC   2020-09-03 2025-11-14
24. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-11-14
32. RTX CORPORATION   2025-07-10 2025-11-14
9. S&P GLOBAL INC   2016-05-20 2025-11-14
1. SERVICE NOW INC   2025-09-19 2025-11-14
5. SERVICE NOW INC   2023-06-02 2025-11-14
10. SHERWIN-WILLIAMS CO   2024-11-06 2025-11-14
9. STRYKER CORP   2019-08-08 2025-11-14
32. TJX COMPANIES INC NEW   2023-02-09 2025-11-14
18. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-11-14
4. TELEDYNE TECHNOLOGIES INC   2025-11-13 2025-11-14
5. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-11-14
3. TRANSDIGM GROUP INC   2024-10-29 2025-11-14
19. VISA INC   2013-02-08 2025-11-14
22. WEC ENERGY GROUP INC   2009-05-28 2025-11-14
8. NEW LINDE PLC   2024-09-23 2025-11-14
16. CHUBB LTD   2023-05-16 2025-11-14
17. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-11-14
5226.071 AMG RR SM CAP VAL-I   2024-08-30 2025-11-21
1352. AVANTIS US LARGE CAP VALUE   2025-09-10 2025-11-21
657. ISHARES FLEXIBLE INCOME   2025-09-10 2025-11-21
8386.129 DODGE & COX INCOME FUND   2025-09-10 2025-11-21
722.387 SEAFARER OVERSEAS GROWTH &   2025-09-10 2025-11-21
11815.373 SEAFARER OVERSEAS GROWTH &   2023-07-17 2025-11-21
2944.895 WCM FOCUSED INTL GROWTH-INS   2025-09-10 2025-11-21
7579.186 WCM FOCUSED INTL GROWTH-INS   2024-08-30 2025-11-21
5636. ISHARES MSCI INTL QUALITY   2023-07-17 2025-11-21
6517.789 MERIDIAN SMALL CAP GROW-INSTL   2024-08-30 2025-11-21
2589.393 PRINCIPAL MIDCAP FUND-R6   2025-09-10 2025-11-21
2818. WISDOMTREE U.S. QUALITY DIVI   2024-08-30 2025-11-21
.001 DODGE & COX INCOME FUND   2025-09-10 2025-11-24
357. INDUSTRIA DE DISENO TEXTIL IND   2025-11-21 2025-11-25
13. MDU RESOURCES GROUP INC   2025-11-21 2025-11-25
2. NORTHWESTERN ENERGY GROUP INC   2025-11-21 2025-11-25
3. HAEMONETICS CORP   2025-11-21 2025-11-26
56. PAGERDUTY INC   2025-11-21 2025-12-03
12. AXOGEN INC   2025-11-21 2025-12-04
50. PAGERDUTY INC   2025-11-21 2025-12-04
4. VERACYTE INC   2025-11-21 2025-12-04
3. WARRIOR MET COAL INC   2025-11-21 2025-12-04
3. WARRIOR MET COAL INC   2025-11-21 2025-12-05
13. SM ENERGY COMPANY   2025-11-21 2025-12-08
4. NORTHWESTERN ENERGY GROUP INC   2025-11-21 2025-12-09
14. SM ENERGY COMPANY   2025-11-21 2025-12-09
8. STRUCTURE THERAPEUTICS INC ADR   2025-11-21 2025-12-09
9. ASPEN INSURANCE HOLDINGS-A   2025-11-21 2025-12-09
12. MAGNUM ICE CREAM CO BV   2025-11-21 2025-12-12
90. COMPASS GROUP PLC-SPON ADR   2025-11-21 2025-12-15
.222 UNILEVER PLC-SPONSORED ADR   2025-11-21 2025-12-18
14. AXOGEN INC   2025-11-21 2025-12-19
8. BROOKFIELD CORP   2025-11-21 2025-12-19
2. HILTON WORLDWIDE HLDGS - W/I   2025-11-21 2025-12-19
5. VERACYTE INC   2025-11-21 2025-12-19
7. ASPEN INSURANCE HOLDINGS-A   2025-11-21 2025-12-19
2. AXIS CAPITAL HOLDINGS LTD   2025-11-21 2025-12-19
23. CAREDX INC   2025-11-21 2025-12-22
10. CARGURUS INC   2025-11-21 2025-12-22
9. VERACYTE INC   2025-11-21 2025-12-22
.2 MAGNUM ICE CREAM CO BV   2025-11-21 2025-12-22
9. ASPEN INSURANCE HOLDINGS-A   2025-11-21 2025-12-23
4. CIMPRESS PLC   2025-11-21 2025-12-23
12. CONSENSUS CLOUD SOLUTION-W/I   2025-11-21 2025-12-24
3. PARK AEROSPACE CORP   2025-11-21 2025-12-24
1. CIMPRESS PLC   2025-11-21 2025-12-24
8. CONSENSUS CLOUD SOLUTION-W/I   2025-11-21 2025-12-26
2. AXIS CAPITAL HOLDINGS LTD   2025-11-21 2025-12-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 4,599   4,118 481
b 4,666   5,588 -922
c 5,009   2,558 2,451
d 3,567   354 3,213
e 275   27 248
6,583   6,164 419
1,603   899 704
1,892   259 1,633
33,099   32,422 677
1,413   1,330 83
1,059   411 648
6,455   224 6,231
5,285   1,682 3,603
6,345   67 6,278
89,889   83,971 5,918
1,149   797 352
144,726   155,000 -10,274
1,758   1,031 727
402,255   403,054 -799
1,243   992 251
2,203   1,171 1,032
1,248   653 595
5,094   381 4,713
1,344   811 533
1,074   850 224
788   777 11
1,401   375 1,026
1,920   439 1,481
811   850 -39
234,005   230,857 3,148
397   677 -280
1,572   732 840
4,534   1,450 3,084
575   393 182
1,282   1,064 218
34,395   33,285 1,110
90,975   75,588 15,387
1,651   173 1,478
1,273   1,125 148
1,329   1,140 189
52,416   36,138 16,278
173,926   168,505 5,421
3,615   2,996 619
2,704   309 2,395
1,920   543 1,377
2,249   268 1,981
149,600   134,941 14,659
120,250   114,794 5,456
786   728 58
1,739   981 758
705   717 -12
926   869 57
28,975   29,634 -659
8,508   346 8,162
1,381   478 903
966   331 635
5,115   4,235 880
3,528   3,247 281
1,487   899 588
1,102   622 480
68,433   64,987 3,446
1,163   155 1,008
997   894 103
1,235   1,164 71
1,086   217 869
930   548 382
714   758 -44
764   434 330
1,257   731 526
1,301   527 774
1,092   685 407
134,489   117,708 16,781
1,283   1,260 23
1,698   197 1,501
656   114 542
351,688   380,702 -29,014
5,542   5,130 412
725   513 212
472   477 -5
1,107   799 308
1,700   1,122 578
2,627   1,881 746
1,670   2,968 -1,298
24   22 2
1,691   332 1,359
233   219 14
5,061   4,559 502
4,651   1,642 3,009
28,203   853 27,350
20,417   6,362 14,055
29,839   265 29,574
4,959   3,175 1,784
3,840   778 3,062
6,829   3,702 3,127
3,584   3,605 -21
4,224   2,341 1,883
5,091   2,643 2,448
18,036   1,470 16,566
1,254   1,471 -217
4,389   2,837 1,552
2,902   2,250 652
4,813   3,795 1,018
3,099   3,108 -9
4,881   1,393 3,488
6,417   1,538 4,879
2,926   3,271 -345
6,551   2,928 3,623
15,578   2,849 12,729
2,609   1,541 1,068
4,532   4,256 276
5,797   691 5,106
4,328   3,856 472
3,909   3,420 489
10,988   1,236 9,752
6,125   1,237 4,888
10,158   893 9,265
3,688   3,153 535
7,724   4,577 3,147
4,243   3,585 658
3,875   3,319 556
33,114   1,344 31,770
5,470   1,807 3,663
3,424   1,489 1,935
24,112   18,275 5,837
13,355   8,809 4,546
5,391   3,496 1,895
3,560   2,117 1,443
5,102   621 4,481
3,824   3,573 251
5,576   4,656 920
4,501   974 3,527
844   960 -116
4,219   2,742 1,477
3,342   3,791 -449
3,336   1,954 1,382
4,682   2,596 2,086
5,032   1,820 3,212
2,009   2,065 -56
2,512   1,712 800
4,035   3,776 259
6,329   748 5,581
2,435   419 2,016
3,413   3,817 -404
4,739   3,196 1,543
4,251   3,815 436
84,192   85,133 -941
96,835   96,756 79
34,870   34,966 -96
108,600   108,936 -336
10,308   10,229 79
168,605   148,165 20,440
74,476   79,041 -4,565
191,678   201,000 -9,322
245,289   203,456 41,833
83,623   87,925 -4,302
116,186   123,281 -7,095
246,603   229,475 17,128
       
4,788   4,826 -38
273   269 4
134   132 2
241   236 5
656   844 -188
366   328 38
603   754 -151
188   176 12
248   223 25
248   223 25
261   239 22
265   264 1
278   257 21
558   282 276
332   332  
188   189 -1
2,810   2,914 -104
15   14 1
449   383 66
361   356 5
583   548 35
210   220 -10
260   258 2
215   203 12
456   385 71
390   349 41
389   397 -8
3   3  
333   332 1
285   278 7
273   257 16
64   57 7
71   69 2
182   171 11
217   203 14
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
      7,978
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       481
b       -922
c       2,451
d       3,213
e       248
      419
      704
      1,633
      677
      83
      648
      6,231
      3,603
      6,278
      5,918
      352
      -10,274
      727
      -799
      251
      1,032
      595
      4,713
      533
      224
      11
      1,026
      1,481
      -39
      3,148
      -280
      840
      3,084
      182
      218
      1,110
      15,387
      1,478
      148
      189
      16,278
      5,421
      619
      2,395
      1,377
      1,981
      14,659
      5,456
      58
      758
      -12
      57
      -659
      8,162
      903
      635
      880
      281
      588
      480
      3,446
      1,008
      103
      71
      869
      382
      -44
      330
      526
      774
      407
      16,781
      23
      1,501
      542
      -29,014
      412
      212
      -5
      308
      578
      746
      -1,298
      2
      1,359
      14
      502
      3,009
      27,350
      14,055
      29,574
      1,784
      3,062
      3,127
      -21
      1,883
      2,448
      16,566
      -217
      1,552
      652
      1,018
      -9
      3,488
      4,879
      -345
      3,623
      12,729
      1,068
      276
      5,106
      472
      489
      9,752
      4,888
      9,265
      535
      3,147
      658
      556
      31,770
      3,663
      1,935
      5,837
      4,546
      1,895
      1,443
      4,481
      251
      920
      3,527
      -116
      1,477
      -449
      1,382
      2,086
      3,212
      -56
      800
      259
      5,581
      2,016
      -404
      1,543
      436
      -941
      79
      -96
      -336
      79
      20,440
      -4,565
      -9,322
      41,833
      -4,302
      -7,095
      17,128
       
      -38
      4
      2
      5
      -188
      38
      -151
      12
      25
      25
      22
      1
      21
      276
       
      -1
      -104
      1
      66
      5
      35
      -10
      2
      12
      71
      41
      -8
       
      1
      7
      16
      7
      2
      11
      14
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 423,814
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 7,595
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 7,595
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 7,595
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,998
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 5,998
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,597
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofPNC BANK NA Telephone no. (412) 209-4730

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 		68,616    
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
7,252,478
b
Average of monthly cash balances.......................
1b
195,652
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,448,130
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
7,448,130
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
111,722
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,336,408
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
366,820
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
366,820
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,595
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,595
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
359,225
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
359,225
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
359,225
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
342,374
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
342,374
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 7 359,225
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 328,651
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 342,374
a Applied to 2024, but not more than line 2a 328,651
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..... 13,723
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		345,502
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02181 		NONE   SCHOLARSHIPS 1,000

CASE WESTERN RESERVE UNIVERSITY

11000 CEDAR AVENUE
CLEVELAND,OH44106 		NONE   SCHOLARSHIPS & BOOKS FOR 327,651
Total ................................. 3a 328,651
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 ....     14 181,426  
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 ............ 		    18 423,814  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 4,767  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   610,007  
13Total. Add line 12, columns (b), (d), and (e)..................
13
610,007
(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 InvestmentsCorpStockSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP    
437076102 HOME DEPOT INC    
532457108 ELI LILLY & CO    
594918104 MICROSOFT CORP    
617446448 MORGAN STANLEY    
620076307 MOTOROLA SOLUTIONS I    
742718109 PROCTER & GAMBLE CO    
863667101 STRYKER CORP    
874039100 TAIWAN SEMICONDUCTOR 16,256 17,930
879360105 TELEDYNE TECHNOLOGIE    
74762E102 QUANTA SVCS INC    
00287Y109 ABBVIE INC    
02079K305 ALPHABET INC/CA-CL A    
11135F101 BROADCOM INC    
22160K105 COSTCO WHOLESALE COR    
30303M102 META PLATFORMS INC    
46625H100 JPMORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
78409V104 S&P GLOBAL INC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CLASS A SHA    
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS 3,779 4,025
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
037833100 APPLE INC    
053332102 AUTOZONE INC    
060505104 BANK OF AMERICA CORP    
09260D107 BLACKSTONE INC    
30231G102 EXXON MOBIL CORP    
57636Q104 MASTERCARD INC CL A    
718172109 PHILIP MORRIS INTERN 6,105 6,256
166764100 CHEVRON CORPORATION    
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP    
101137107 BOSTON SCIENTIFIC CO    
127387108 CADENCE DESIGN SYSTE    
438516106 HONEYWELL INTL INC    
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC    
872540109 TJX COMPANIES INC NE    
H1467J104 CHUBB LTD SEDOL B3BQ    
049560105 ATMOS ENERGY CORP    
09290D101 BLACKROCK FUNDING IN    
254687106 DISNEY WALT CO    
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC    
512807306 LAM RESEARCH CORP    
571903202 MARRIOTT INTERNATION    
67066G104 NVIDIA CORP    
754730109 RAYMOND JAMES FINANC    
824348106 SHERWIN-WILLIAMS CO    
893641100 TRANSDIGM GROUP INC 6,783 6,649
G54950103 NEW LINDE PLC 3,316 3,411
001317205 AIA GROUP LTD 3,556 3,652
00183L201 ANGI INC-W/I 1,073 1,254
004498101 ACI WORLDWIDE INC 660 669
00783V104 ADYEN NV-UNSPON ADR 3,444 3,657
009158106 AIR PRODUCTS & CHEMI 1,028 988
01626W101 ALIGHT INC - CLASS A 312 296
01644J108 ALKAMI TECHNOLOGY IN 1,973 2,122
01749D105 ALLEGRO MICROSYSTEMS 426 475
020398707 ALMONTY INDUSTRIES I 775 1,207
031100100 AMETEK INC NEW 1,174 1,232
03213A104 AMPLITUDE INC-CLASS 2,111 2,432
033853102 ANDERSEN GROUP INC - 1,398 1,582
03783C100 APPFOLIO INC - A 911 931
03990B101 ARES MANAGEMENT CORP 1,778 1,940
04016X101 ARGENX SE - ADR 4,523 4,205
04247X102 ARMSTRONG WORLD INDU 928 956
043436104 ASBURY AUTOMOTIVE GR 2,461 2,558
045387107 ASSA ABLOY AB UNSP 5,919 6,256
046353108 ASTRAZENECA PLC 4,100 4,137
04649U102 ASURE SOFTWARE INC 1,034 1,225
05277E104 AUTO TRADER GROUP-UN 3,423 3,102
05463X106 AXOGEN INC 1,696 2,029
05523R107 BAE SYSYTEMS PLC 6,747 6,966
07831C103 BELLRING BRANDS INC- 977 855
084423102 WR BERKLEY CORP 628 561
092244102 BLACK ROCK COFFEE BA 594 668
09624H208 BLUELINX HOLDINGS IN 718 737
11271J107 BROOKFIELD CORP 6,227 6,425
11276H106 BROOKFIELD INFRASTRU 3,962 4,041
11285B108 BROOKFIELD RENEWABLE 1,541 1,419
113004105 BROOKFIELD ASSET MGM 1,165 1,205
115236101 BROWN & BROWN INC 3,972 3,905
12448X201 BYRNA TECHNOLOGIES I 960 923
12504L109 CBRE GROUP INC 4,700 4,824
12510Q100 CCC INTELLIGENT SOLU 954 1,049
126327105 CS DISCO INC 602 714
12637N204 CSL LTD-SPONSORED AD 1,977 1,958
136385101 CANADIAN NATURAL RES 2,603 2,606
13646K108 CANADIAN PACIFIC KAN 3,794 3,976
13765N107 CANNAE HOLDINGS INC 1,315 1,306
14167L103 CAREDX INC 1,723 1,941
141788109 CARGURUS INC 1,570 1,726
15687V109 CERTARA INC 1,248 1,295
156944100 CG ONCOLOGY INC 891 872
18682W205 CLICKS GROUP LTD-SP 4,089 4,145
194014502 ENOVIS CORP 986 906
19624Y200 COLOPLAST A/S-SPONSO 2,292 2,185
20557R105 COMPUTERSHARE LTD 3,345 3,346
20848V105 CONSENSUS CLOUD SOLU 1,605 1,637
217204106 COPART INC 4,401 4,307
21871N101 CORECIVIC INC 2,854 3,172
219798105 QUIDELORTHO CORP 538 628
22160N109 COSTAR GROUP INC 3,095 3,093
22266T109 COUPANG INC 4,195 3,704
224441105 CRANE NXT CO. 657 565
23256X407 CYBIN INC 475 671
24665A103 DELEK HOLDCO INC 1,617 1,246
251542106 DEUTSCHE BOERSE AG 2,570 2,682
25243Q205 DIAGEO PLC 2,600 2,416
25455X104 DIPLOMA PLC-UNSP ADR 5,083 5,077
25754A201 DOMINO'S PIZZA, INC. 2,066 2,084
26969P108 EAGLE MATERIALS INC 420 413
282914100 8X8 INC 906 920
29082K105 EMBECTA CORP-W/I 929 760
29362U104 ENTEGRIS, INC 1,483 1,685
294268107 EPLUS INC 3,284 3,157
297284200 ESSILORLUXTTICA 7,463 6,654
30040P103 EVERTEC INC 590 582
30049A107 EVOLUTION PETROLEUM 127 117
30215C101 EXPERIAN PLC 7,286 7,453
303250104 FAIR ISAAC CORPORATI 3,630 3,381
311900104 FASTENAL CO 1,562 1,565
313855108 FEDERAL SIGNAL CORP 1,865 1,846
31488V107 FERGUSON ENTERPRISES 3,548 3,339
314911108 FERMI INC 398 256
33748L101 FIRST WATCH RESTAURA 1,361 1,252
339750101 FLOOR & DECOR HOLDIN 1,229 1,218
346563109 FORRESTER RESH INC 677 771
349381103 FIGURE TECHNOLOGY SO 395 368
35104E100 4D MOLECULAR THERAPE 416 285
35138V102 FOX FACTORY HOLDING 419 513
36162J106 GEO GROUP INC/THE 502 532
36262G101 GXO LOGISTICS INC-W/ 2,711 3,000
363576109 GALLAGHER ARTHUR J & 1,757 1,812
37247D106 GENWORTH FINANCIAL I 2,588 2,700
37636X101 GJENSIDIGE FORSIKRIN 4,690 4,859
384109104 GRACO INC 494 492
40415F101 HDFC BANK LTD 5,377 5,371
405024100 HAEMONETICS CORP 1,650 1,683
40637C308 HALMA PLC - UNSPON A 3,484 3,517
42226A107 HEALTHEQUITY INC 515 458
422806208 HEICO CORP NEW 6,631 7,068
428263107 HEXAGON AB- UNSP ADR 3,633 3,686
43300A203 HILTON WORLDWIDE HLD 6,025 6,320
433313103 HINGE HEALTH INC-A 1,517 1,533
43858F109 HONG KONG EXCHANGES 3,867 3,805
44267T102 HOWARD HUGHES HOLDIN 1,096 1,037
443251103 HOYA CORP 3,839 3,943
443320106 HUB GROUP INC 865 980
448579102 HYATT HOTELS CORP 1,726 1,764
44930G107 ICU MED INC 1,700 1,712
44952J104 CRESCENT ENERGY INC- 481 461
44970W103 IMCD GROUP NV - UNSP 1,661 1,674
45104G104 ICICI BANK LTD 3,487 3,367
45168D104 IDEXX LABS INC 2,187 2,030
45569U101 INDIE SEMICONDUCTOR 409 424
456941103 INFINITY NATURAL RES 393 457
457030104 INGLES MARKETS INC 1,745 1,577
457152106 INGRAM MICRO HOLDING 1,180 1,216
45778Q107 INSPERITY INC 519 581
45857P806 INTERCONTINENTAL HOT 3,627 3,943
46005L101 INTERNATIONAL MONEY 878 891
46571Y107 I3 VERTICALS INC-CLA 760 781
47103N106 JANUS INTERNATIONAL 599 641
48251W104 KKR & CO INC 4,811 5,227
48282T104 KADANT INC 1,056 1,140
497266106 KIRBY CORP 2,592 2,644
50187T106 LGI HOMES INC 886 773
50212V100 LPL FINANCIAL HOLDIN 2,064 2,143
502441306 LVMH MOET HENNESSY L 5,947 6,183
52476L109 LEGENCE CORP-CL A 590 603
526057104 LENNAR CORP 2,352 1,953
530909308 LIBERTY LIVE HOLDING 569 582
531229755 LIBERTY MEDIA CORP-L 1,689 1,773
531229771 LIBERTY MEDIA CORP-L 941 983
53228F101 LIFESTANCE HEALTH GR 26 28
538034109 LIVE NATION ENTERTAI 4,474 4,845
54211Y107 LONDON STOCK EX GRP 4,107 4,402
552690109 MDU RESOURCES GROUP 1,634 1,542
55354G100 MSCI INC 2,852 2,869
55379N106 M3 INC - UNSP ADR 3,932 3,077
570535104 MARKEL GROUP INC 4,105 4,299
573284106 MARTIN MARIETTA MATL 4,292 4,359
577933104 MAXIMUS INC 1,701 1,726
580589109 MCGRATH RENTCORP 2,912 3,043
58502B106 PEDIATRIX MEDICAL GR 1,846 1,690
58733R102 MERCADOLIBRE INC 1,929 2,014
589889104 MERIT MEDICAL SYSTEM 1,138 1,146
60255C885 MIND MEDICINE MINDME 556 683
60471A101 MIRION TECHNOLOGIES 429 422
606793404 MITSUBISHI HEAVY IND 6,670 6,469
609027107 MONARCH CASINO & RES 586 574
615111101 MONTROSE ENVIRONMENT 861 844
615369105 MOODY'S CORP 965 1,022
626755102 MURPHY USA INC-W/I 2,721 2,825
62886E108 NCR VOYIX CORPORATIO 421 428
628877201 NCS MULTISTAGE HOLDI 255 276
629209305 NMI HOLDINGS INC 718 775
64073B103 NEPTUNE INSURANCE HO 771 933
64135M105 NEUROGENE INC 753 762
64361Q101 VIPER ENERGY INC-CL 2,187 2,356
651718504 NPK INTERNATIONAL IN 1,507 1,538
654445303 NINTENDO LTD 4,846 3,861
668074305 NORTHWESTERN ENERGY 1,585 1,549
670100205 NOVO NORDISK A S 7,983 8,497
670703107 NUVALENT INC-A 868 805
67103H107 O REILLY AUTOMOTIVE 6,033 5,473
68622P109 ORIC PHARMACEUTICALS 731 515
693282105 PDF SOLUTIONS INC 497 571
69349H107 TXNM ENERGY INC 1,103 1,119
69353Y103 PMV PHARMACEUTICALS 710 653
69376K106 P10 INC-A 1,006 1,089
70014A104 PARK AEROSPACE CORP 669 747
71385M107 PERIMETER SOLUTIONS 1,074 1,129
714264306 PERNOD RICARD SA - S 1,659 1,544
71944F106 PHREESIA INC 860 728
74006W207 PRAXIS PRECISION MED 683 1,179
741511109 PRICESMART INC 2,267 2,331
74275K108 PROCORE TECHNOLOGIES 780 800
74276L105 PROCEPT BIOROBOTICS 985 1,038
74276R102 PRIVIA HEALTH GROUP 473 474
74340E103 PROGYNY INC 2,298 2,286
746228303 PURE CYCLE CORP 969 967
74935Q107 RB GLOBAL INC 770 823
750236101 RADIAN GROUP INC 498 504
750917106 RAMBUS INC DEL 701 735
75321W103 RANPAK HOLDINGS CORP 426 514
75629J101 RECRUIT HOLDINGS CO 3,254 3,713
759530108 RELX PLC ADR 4,412 4,365
75960P104 REMITLY GLOBAL INC 942 1,035
760125104 RENTOKIL INITIAL PLC 3,005 3,300
76206K107 RHEINMETALL AG-UNSP 2,449 2,559
775781206 ROLLS-ROYCE HOLDINGS 8,559 9,778
776696106 ROPER TECHNOLOGIES I 2,686 2,671
778296103 ROSS STORES INC 867 901
78351F107 RYAN SPECIALTY HOLDI 807 723
78473E103 SPX TECHNOLOGIES 1,023 1,000
786584102 SAFRAN SA 6,050 6,268
79546E104 SALLY BEAUTY CO IN-W 672 642
803054204 SAP SE SPONSORED ADR 9,951 10,202
80385Q208 SARTORIUS AG-UNSP AD 2,191 2,439
808625107 SCIENCE APPLICATIONS 606 705
81141R100 SEA LTD-ADR 7,112 6,889
81282V100 UNITED PARKS & RESOR 1,200 1,307
82455C101 SHIMANO INC-UNSPON A 1,435 1,536
82509L107 SHOPIFY INC - A W/I 3,244 3,541
82621A104 SIEMENS ENERGY AG-UN 10,975 13,034
82900L102 SIMPLY GOOD FOODS CO 1,150 1,205
844895102 SOUTHWEST GAS HOLDIN 1,385 1,360
85209W109 SPROUT SOCIAL INC - 1,070 1,240
859241101 STERLING INFRASTRUCT 620 612
86183P102 STONERIDGE INC 691 712
86366E106 STRUCTURE THERAPEUTI 950 1,878
875372203 TANDEM DIABETES CARE 1,982 2,044
88032Q109 TENCENT HOLDINGS LTD 11,881 11,559
880345103 TENNANT CO 1,010 1,032
88579N105 3I GROUP PLC-UNSPON 4,274 4,302
88830R101 TITAN MACHINERY INC 961 917
888787108 TOAST INC-CLASS A 617 639
89157T100 TOTVS SA - ADR UNSP 3,666 3,390
893529107 TRANSCAT INC 581 567
89377M109 TRANSMEDICS GROUP IN 914 852
896288107 TRINET GROUP INC 1,278 1,301
896945201 TRIPADVISOR INC CLAS 820 844
90041L105 TURNING POINT BRANDS 2,941 3,252
902252105 TYLER TECHNOLOGIES I 2,400 2,270
90278Q108 UFP INDUSTRIES INC 1,477 1,457
904708104 UNIFIRST CORP 2,301 2,701
904767803 UNILEVER PLC-SPONSOR 3,478 3,532
911922102 UNITED STATES LIME & 598 599
91377B109 UNIVERSAL MUSIC GRO- 4,069 4,082
91879Q109 VAIL RESORTS INC 1,157 1,062
92243F100 VAT GROUP AG-ADR 2,517 3,061
922475108 VEEVA SYSTEMS INC-CL 2,918 2,679
92337F107 VERACYTE INC 2,071 1,979
92338C103 VERALTO CORP-W/I 199 200
92345Y106 VERISK ANALYTICS INC 674 671
92511U102 VERRA MOBILITY CORP 1,311 1,367
92552R406 PURSUIT ATTRACTIONS 2,956 2,964
92556W104 VIA TRANSPORTATION I 524 464
928881101 VONTIER CORP-W/I 2,075 2,194
92892B103 VOYAGER TECHNOLOGIES 420 549
929160109 VULCAN MATERIALS CO 6,407 6,275
93627C101 WARRIOR MET COAL INC 446 529
94106B101 WASTE CONNECTIONS IN 3,504 3,507
941848103 WATERS CORP 1,187 1,139
946784105 WAYSTAR HOLDING CORP 1,794 1,638
94724R108 WEAVE COMMUNICATIONS 1,007 1,275
96208T104 WEX INC 1,903 1,937
971378104 WILLSCOT HOLDINGS CO 1,217 1,280
97717P104 WISDOMTREE INC 767 853
977874205 WOLTERS KLUWER N V 3,204 3,107
985817105 YELP INC 667 699
98937L105 ZENAS BIOPHARMA INC 1,501 1,525
98980B103 ZIPRECRUITER INC-A 457 421
B9151N105 TITAN AMERICA SA 1,665 1,829
G00894108 ACCELERANT HOLDINGS- 531 654
G0403H108 AON PLC/IRELAND-A 7,683 7,763
G0450A105 ARCH CAPITAL GROUP L 5,489 5,659
G0585R106 ASSURED GUARANTY LTD 2,429 2,426
G0692U109 AXIS CAPITAL HOLDING 1,829 1,928
G2143T103 CIMPRESS PLC 2,082 1,998
G27907107 DOLE PLC 1,683 1,784
G3934V109 GENIUS SPORTS LTD 316 386
G52694109 KINIKSA PHARMACEUTIC 544 536
G6564A105 NOMAD FOODS LTD-WHEN 951 963
G6683N103 NU HOLDINGS LTD/CAYM 3,809 4,051
G7997R103 SEAGATE TECHNOLOGY H 4,237 4,957
G9618E107 WHITE MOUNTAINS INSU 4,023 4,156
H42097107 UBS GROUP AG 3,563 4,446
L8681T102 SPOTIFY TECHNOLOGY S 4,709 4,646
M2197Q107 CELLEBRITE DI LTD 541 577
M22465104 CHECK POINT SOFTWARE 4,312 4,268
M6158M104 ITURAN LOCATION AND 640 731
M7S64H106 MONDAY.COM LTD 1,760 1,771
M98068105 WIX.COM LTD 384 416
N07045102 ASM INTERNATIONAL N 2,758 3,017
N07059210 ASML HOLDING NV-NY 10,709 11,768
N3167Y103 FERRARI NV - W/I 2,725 2,587
N62509109 NEWAMSTERDAM PHARMA 986 912
N71542109 PROQR THERAPEUTICS N 301 291
T9224W109 STEVANATO GROUP SPA 1,688 1,529

TY 2025 InvestmentsOtherSchedule2
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09252M883 BLACKROCK TOTAL RETU      
94987W794 ALLSPRING CORE BOND      
00770X675 PZENA EMERG MKTS VAL AT COST 159,800 185,830
256210105 DODGE & COX INCOME F AT COST 621,150 633,295
258620566 DOUBLELINE TOTAL RET      
317609295 SEAFARER OVERSEAS GR      
413838566 OAKMARK INTL SM CAP-      
464287200 ISHARES CORE S&P 500 AT COST 1,970,330 2,913,735
46429B267 ISHARES U S TREASURY AT COST 408,922 409,177
46434V456 ISHARES MSCI INTL QU      
543069405 LONGLEAF PARTNERS FD      
552746364 MFS EMERGING MKTS DE      
74440Y884 PGIM HIGH YIELD FUND      
89154M702 TOUCHSTONE SANDS EM AT COST 167,470 193,076
89155T490 TOUCHSTONE MID CAP-R      
00171A852 AMG RR SM CAP VAL-I      
04314H576 ARTISAN INTL SM/MID-      
057071813 BAIRD MIDCAP INST      
25434V807 DIMENSIONAL INTERNAT AT COST 307,995 363,871
411512460 HARBOR MID CAP VALUE AT COST 92,519 91,849
461418444 WCM FOCUSED INTL GRO      
46429B697 ISHARES MSCI USA MIN      
589619824 MERIDIAN SMALL CAP G      
97717X669 WISDOMTREE U.S. QUAL      
025072349 AVANTIS US LARGE CAP AT COST 131,751 139,493
02631W607 AMER FND MULTI-SEC I AT COST 340,675 338,404
092528603 ISHARES FLEXIBLE INC AT COST 225,444 223,534
37954Y632 GLOBAL X ART INTEL & AT COST 380,961 407,439
46138E800 INVESCO CHINA TECHNO AT COST 189,970 196,508
46435G326 ISHARES CORE MSCI DE AT COST 302,520 314,744
74440B884 PRUDENTIAL TOTAL RET AT COST 526,389 523,890

TY 2025 OtherDecreasesSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Description Amount
ROC ON CY SALES 382
PY RETURN OF CAPITAL ADJUSTMENT 61
WASH SALE ADJ 404
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 11 11   0


TY 2025 OtherIncomeSchedule2
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 4,767 0  


TY 2025 OtherIncreasesSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Description Amount
MUTUAL FUND TIMING ADJ 1,143


TY 2025 OtherProfessionalFeesSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 201 201    


TY 2025 TaxesSchedule
Name:
PLAISANCE FOR CASE WESTERN
EIN:
25-6071144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,784 1,784   0
FEDERAL ESTIMATES - PRINCIPAL 2,998 0   0
FOREIGN TAXES ON NONQUALIFIED 1,069 1,069   0