Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE DUFFY FAMILY CHRISTIAN FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FIFTH AVE 27TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-6887992
B Telephone number (see instructions)

(412) 762-2083
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,832,013
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,232 73,217  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,819
b Gross sales price for all assets on line 6a 593,829
7 Capital gain net income (from Part IV, line 2)... 57,819
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........ 131,051 131,036  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 390 0 0 390
c Other professional fees (attach schedule).... 23,590 13,590   10,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,148 940   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)....... 1,430 1,430    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,558 15,960 0 10,390
25 Contributions, gifts, grants paid....... 119,650 119,650
26 Total expenses and disbursements. Add lines 24 and 25 147,208 15,960 0 130,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,157
b Net investment income (if negative, enter -0-) 115,076
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 123,415 148,942 148,942
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 113,872 Click to see attachment
List of Attached Documents:
// Content
122,918
195,092
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,064,685 Click to see attachment
List of Attached Documents:
// Content
2,013,452
2,487,979
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,301,972 2,285,312 2,832,013
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,301,972 2,285,312
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)..... 2,301,972 2,285,312
30 Total liabilities and net assets/fund balances (see instructions). 2,301,972 2,285,312
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
2,301,972
2
Enter amount from Part I, line 27a .....................
2
-16,157
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,837
4
Add lines 1, 2, and 3 ..........................
4
2,289,652
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,340
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,285,312
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a .5 AIR LIQUIDE   2006-06-23 2024-07-08
b 6. TAIWAN SEMICONDUCTOR MTG CO   2008-10-28 2024-07-09
c 53. ALLIANZ SE - UNSP ADR   2013-02-04 2024-07-10
d 15. DBS GROUP HLDGS LTD   2011-07-20 2024-07-10
e 1. BIOMARIN PHARMACEUTICAL INC 09061G101 CLASS ACTIONS   2001-01-01 2024-07-17
2482.014 BAIRD MIDCAP INST   2023-01-18 2024-08-07
1324.122 HARDING LOEVNER INTER S/C-IS   2023-06-29 2024-08-07
1269.316 OAKMARK INTL SM CAP-R6   2023-06-29 2024-08-07
4.068 CLEARBRIDGE SMALL CAP GR--IS   2023-12-13 2024-08-07
1036.919 CLEARBRIDGE SMALL CAP GR--IS   2022-04-13 2024-08-07
62. XP INC - CLASS A   2022-01-12 2024-08-19
190. HAIER SMART HOME CO LTD-ADR   2022-03-21 2024-08-20
22. BIONTECH SE ADR SEDOL BK6H543   2023-12-14 2024-09-10
11. SAP SE SPONSORED ADR   2006-06-23 2024-09-10
83. ICICI BANK LTD   2016-12-14 2024-09-26
32. MANULIFE FINANCIAL CORP   2022-07-18 2024-10-08
.5 SHIONOGI & CO LTD-UNSPON A   2020-02-21 2024-10-15
125.767 BLACKROCK STRATEGIC INCOME   2023-10-31 2024-10-16
140.727 BLACKROCK STRATEGIC INCOME   2024-04-30 2024-10-16
460.011 BLACKROCK STRATEGIC INCOME   2021-03-31 2024-10-16
5094.237 BLACKROCK STRATEGIC INCOME   2014-04-09 2024-10-16
61. INVESCO QQQ TRUST   2023-12-13 2024-10-16
150. ISHARES S&P 500 VALUE   2023-12-13 2024-10-16
4. TAIWAN SEMICONDUCTOR MTG CO   2008-10-28 2024-10-31
993. ISHARES MSCI USA MIN VOL FACTOR   2023-10-04 2024-12-18
1. ALEXION PHARMACEUTICALS INC   2001-01-01 2025-01-17
243. AMBEV SA-SPN ADR   2024-08-19 2025-02-14
642. AMBEV SA-SPN ADR   2019-03-27 2025-02-14
16. ENN ENERGY HOLDINGS-UNSP ADR   2024-04-15 2025-02-18
38. ENN ENERGY HOLDINGS-UNSP ADR   2021-04-28 2025-02-18
471. ISHARES CORE S&P SMALL CAP ETF   2022-04-11 2025-02-26
1. GRUPO TELEVISA S.A.B.   2001-01-01 2025-02-26
192. BANCO BILBAO VIZCAYA   2016-10-21 2025-03-19
158. INFINEON TECHNOLOGIES   2019-07-19 2025-03-19
787. ISHARES MSCI EAFE SMALL-CAP ETF   2024-08-07 2025-04-02
2422.481 TCW METROPOLITAN WEST   2022-08-31 2025-04-07
1867.414 PIMCO INCOME FUND   2024-10-16 2025-04-07
495.535 PIMCO INCOME FUND   2023-01-18 2025-04-07
38. ENN ENERGY HOLDINGS-UNSP ADR   2024-04-15 2025-04-24
86. SHIMANO INC-UNSPON ADR   2022-10-07 2025-04-24
18. ALLIANZ SE - UNSP ADR   2010-07-20 2025-05-05
1210.668 BARON SMALL CAP FUND   2024-08-07 2025-06-06
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 18   5 13
b 1,098   43 1,055
c 1,495   793 702
d 1,686   641 1,045
e 13     13
56,491   55,200 1,291
22,868   23,000 -132
24,714   23,000 1,714
154   159 -5
39,289   43,991 -4,702
1,238   1,912 -674
2,201   2,415 -214
2,232   2,270 -38
2,339   568 1,771
2,597   584 2,013
952   556 396
3   5 -2
1,206   1,167 39
1,350   1,328 22
4,412   4,387 25
48,854   52,078 -3,224
29,918   24,380 5,538
30,077   25,397 4,680
757   28 729
89,741   71,426 18,315
51     51
457   595 -138
1,207   1,814 -607
437   533 -96
1,038   2,433 -1,395
52,900   48,699 4,201
22     22
2,794   1,267 1,527
6,041   2,668 3,373
49,961   48,381 1,580
25,000   25,703 -703
19,757   20,000 -243
5,243   5,282 -39
1,210   1,266 -56
1,171   1,422 -251
761   214 547
39,674   40,400 -726
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
      20,402
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
b       1,055
c       702
d       1,045
e       13
      1,291
      -132
      1,714
      -5
      -4,702
      -674
      -214
      -38
      1,771
      2,013
      396
      -2
      39
      22
      25
      -3,224
      5,538
      4,680
      729
      18,315
      51
      -138
      -607
      -96
      -1,395
      4,201
      22
      1,527
      3,373
      1,580
      -703
      -243
      -39
      -56
      -251
      547
      -726
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 57,819
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 right arrow 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 1,600
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 1,600
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 1,600
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,944
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 1,944
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 344
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow344 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowPA
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 2024 or the taxable year beginning in 2024? 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 addressright arrowN/A
14
The books are in care ofright arrowPRIVATE FOUNDATION SOLUTIONS Telephone no.right arrow (412) 762-2083

Located atright arrow300 FIFTH AVENUE 27TH FLOORPITTSBURGHPA ZIP+4right arrow15222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
DANIEL DUFFY TRUSTEE
1
0    
553 KEYSTONE DRIVE
WARRENDALE,PA15086
DAVID DUFFY TRUSTEE
1
0    
553 KEYSTONE DRIVE
WARRENDALE,PA15086
DENNIS DUFFY TRUSTEE
1
0    
553 KEYSTONE DRIVE
WARRENDALE,PA15086
DOUGLAS DUFFY TRUSTEE
1
0    
553 KEYSTONE DRIVE
WARRENDALE,PA15086
DRU DUFFY TRUSTEE
1
0    
553 KEYSTONE DRIVE
WARRENDALE,PA15086
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,629,835
b
Average of monthly cash balances.......................
1b
95,660
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,725,495
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
2,725,495
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,882
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,684,613
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
134,231
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
134,231
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,600
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,600
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
132,631
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
132,631
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
132,631
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, column (d), line 26 ..........
1a
130,040
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
130,040
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 132,631
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 34,039
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 130,040
a Applied to 2023, but not more than line 2a 34,039
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 2024 distributable amount..... 96,001
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
36,630
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DUFFY FAMILY CHRISTIAN FUND
PRIVATE FOUNDATION SOLUTIONS 300 FI
PITTSBURGH,PA15222
(412) 762-9540
bThe form in which applications should be submitted and information and materials they should include:
COMPLETE A COMMON GRANT APPLICATION FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
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

BEAVER FALLS YOUTH NETWORK
DBA TIGER PAUSE YOUTH MINISTRY
12367 7TH AVENUE
BEAVER FALLS,PA15010
NONE PC SPLASH PAD EXPANSION 14,000

DUFFY FAMILY CHRISTIAN FUND

300 FIFTH AVENUE 27TH FLOOR
PITTSBURGH,PA15222
NONE PC DISASTER RELIEF EFFORTS 60,650

MERCURY ONE

PO BOX 121925
DALLAS,TX753121925
NONE PC HUMANITARIAN DISASTER 12,500

SAMARITAN'S PURSE

801 BAMBOO ROAD
BOONE,NC28607
NONE PC DISASTER RELIEF FUND 12,500

SERENITY SADDLES THERAPEUTIC
RIDING PROGRAM
7778 NUNES ROAD
DIXON,CA95620
NONE PC DACHA PROJECT 20,000
Total .................................right arrow 3a 119,650
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 73,232  
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 57,819  
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) ..   131,051  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,051
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 390     390

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Name of Stock End of Year Book Value End of Year Fair Market Value
001317205 AIA GROUP LTD SPONSO 2,864 5,029
009126202 AIR LIQUIDE ADR 540 2,478
015393101 ALFA LAVAL AB-UNSPON 1,781 3,546
018820100 ALLIANZ SE - UNSP AD 1,719 8,430
037833100 APPLE INC    
049255706 ATLAS COPCO AB SPONS 641 3,178
088606108 BHP GROUP LTD SPONSO 3,632 2,645
136375102 CANADIAN NATL RAILWA 517 1,561
171269103 CHUGAI PHARMACEUTIC- 3,359 6,856
237545108 DASSAULT SYSTEMS SA 1,563 4,816
307305102 FANUC CORP ADR    
344419106 FOMENTO ECONOMICO ME 3,400 4,737
437076102 HOME DEPOT INC    
492089107 KERING S A ADR    
500458401 KOMATSU LTD SPON ADR 1,667 2,838
501173207 KUBOTA CORP SPON ADR    
502117203 L OREAL CO UNSPONSOR 1,062 5,045
594918104 MICROSOFT CORP    
641069406 NESTLE S.A. SPONSORE 3,001 4,271
654106103 NIKE INC CLASS B    
670108109 NOVOZYMES A/S UNSPON 1,300 1,791
715684106 PERUSAHAAN PERSEROAN 2,614 1,846
767204100 RIO TINTO PLC SPONSO 2,205 2,742
771195104 ROCHE HOLDING LTD SP 2,962 4,973
803054204 SAP SE SPONSORED ADR 1,136 6,690
824667109 SHIONOGI & CO LTD-UN 2,156 2,121
872540109 TJX COMPANIES INC NE    
874039100 TAIWAN SEMICONDUCTOR 256 8,154
00783V104 ADYEN NV-UNSPON ADR 1,393 3,168
02319V103 AMBEV SA-SPN ADR ADR    
05946K101 BANCO BILBAO VIZCAYA 1,339 3,197
12591J207 1SPC PHARMACEUTICAL-    
23304Y100 DBS GROUP HLDGS LTD 2,285 9,058
26876F102 ENN ENERGY HOLDINGS-    
29429L105 EPIROC AKTIEBOLAG-UN 1,273 2,940
40415F101 HDFC BANK LTD SPON - 4,817 6,747
45104G104 ICICI BANK LTD SPON    
45662N103 INFINEON TECHNOLOGIE    
54338V101 LONZA GROUP AG UNSPO    
57636Q104 MASTERCARD INC CL A    
65479L108 NITORI HLDGS CO LTD-    
69343P105 LUKOIL PJSC-SPON ADR 6,566  
72341E304 PING AN INSURANCE (G 1,990 1,323
80687P106 SCHNEIDER ELECTRIC S 1,730 5,285
83569C102 SONOVA HLDG AG ADR 459 1,732
87155N109 SYMRISE AG UNSPON AD 1,099 2,151
87184P109 SYSMEX CORP UNSPONSO 2,886 3,583
88032Q109 TENCENT HOLDINGS LTD 3,175 4,451
90460M204 UNI CHARM CORP SPON 2,713 1,868
91324P102 UNITEDHEALTH GROUP I    
H01301128 ALCON INC SEDOL BJXB 2,137 3,002
N97284108 YANDEX INV A ISIN NL    
40523H106 HAIER SMART HOME CO 2,241 2,133
58733R102 MERCADOLIBRE INC 3,480 5,227
780259305 SHELL PLC-W/I-ADR SE 3,832 5,703
824841407 SHISEIDO LTD SPON AD    
G98239109 XP INC - CLASS A SED    
02079K305 ALPHABET INC/CA-CL A    
032095101 AMPHENOL CORP NEW CL    
053015103 AUTOMATIC DATA PROCE    
058498106 BALL CORPORATION    
075887109 BECTON DICKINSON & C    
11133T103 BROADRIDGE FINANCIAL    
233802107 DAIFUKU CO LTD - UNS 1,549 1,961
294429105 EQUIFAX INC    
405552100 HALEON PLC-ADR-W/I A 4,723 5,548
461202103 INTUIT SOFTWARE    
478160104 JOHNSON & JOHNSON    
482480100 KLA CORP    
56501R106 MANULIFE FINANCIAL C 2,971 5,465
571748102 MARSH & MCLENNAN COM    
615369105 MOODY'S CORP    
713448108 PEPSICO INC    
717081103 PFIZER INC    
742718109 PROCTER & GAMBLE CO    
82455C101 SHIMANO INC-UNSPON A    
855244109 STARBUCKS CORP    
863667101 STRYKER CORP    
882508104 TEXAS INSTRUMENTS IN    
911312106 UNITED PARCEL SERVIC    
92345Y106 VERISK ANALYTICS INC    
94106L109 WASTE MANAGEMENT INC    
G1151C101 ACCENTURE PLC CLASS    
G2519Y108 CREDICORP LTD ISIN B 1,613 2,459
G54950103 NEW LINDE PLC SEDOL 967 2,815
045387107 ASSA ABLOY AB UNSP A 1,600 2,255
09075V102 BIONTECH SE ADR    
19624Y200 COLOPLAST A/S-SPONSO 1,715 1,337
372303206 - GENMAB A/S-SP ADR 2,714 1,384
40052P107 GRUPO FIN BANORTE SP 1,721 2,107
835699307 SONY GROUP CORP ADR 4,134 5,857
98980A105 ZTO EXPRESS CAYMAN I 1,985 1,669
N07059210 ASML HOLDING NV-NY S 4,390 4,808
N97284108 NEBIUS GROUP N.V. IS 1,661 2,601
25461D100 DISCO CORP-UNSPONSOR 5,458 5,461
64110W102 NETEASE INC SPON ADR 1,969 2,557
87873R101 TECTRONIC INDUSTRIES 1,958 1,493

TY 2024 InvestmentsOtherSchedule2
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
066922204 ISHARES S&P 500 INDE AT COST 555,323 847,412
464287408 ISHARES S&P 500 VALU AT COST 74,666 86,180
922031737 VANGUARD INFLATION P AT COST 1  
09250J734 BLACKROCK EVENT DRIV AT COST 65,539 70,468
09260B382 BLACKROCK STRATEGIC      
74256W584 PRINCIPAL MIDCAP FUN AT COST 56,842 85,230
00171A852 AMG RR SM CAP VAL-I AT COST 48,328 51,993
024525669 AMERICAN BEACON AHL AT COST 15,000 11,266
27831R108 EV GLBL MACR ABS RTR AT COST 98,469 98,210
31428Q739 FEDERATED TOTAL RETU      
464287804 ISHARES CORE S&P SMA      
52470H666 CLEARBRIDGE SMALL CA      
55273H353 MFS VALUE FUND-R6      
77957Y403 T ROWE PR MID-CAP VA AT COST 57,919 60,233
921939203 VANGUARD INTERNATION      
057071813 BAIRD MIDCAP INST      
412295875 HARDING LOEVNER INTE      
413838566 OAKMARK INTL SM CAP-      
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU AT COST 104,933 130,265
592905749 METROPOLITAN WEST UN      
72201F490 PIMCO INCOME FUND CL AT COST 42,418 42,855
74440Y884 PGIM HIGH YIELD FUND AT COST 45,000 47,967
25434V807 DIMENSIONAL INTERNAT AT COST 101,967 128,704
057071854 BAIRD AGGREGATE BOND AT COST 223,000 229,637
256210105 DODGE & COX INCOME F AT COST 222,282 228,786
46090E103 INVESCO QQQ TRUST ET AT COST 75,538 104,260
97717X669 WISDOMTREE US QUALIT AT COST 71,562 95,045
592905749 TCW METROPOLITAN WES AT COST 44,297 43,421
89154X112 TOUCHSTONE MID CAP G AT COST 57,310 74,213
89609H704 TRIBUTARY SMALL COMP AT COST 53,058 51,834

TY 2024 OtherDecreasesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Description Amount
2024 TRANSACTION POSTED IN 2025 4,321
ROUNDING ADJUSTMENT 3
MUTUAL FUND ADJUSTMENT 16


TY 2024 OtherExpensesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 93 93   0
MAP MANAGEMENT FEES 623 623   0
ACCOUNT MAINTENANCE FEES 500 500   0
ADR SERVICE FEES 154 154   0
CLASS ACTION FILING FEES 60 60   0


TY 2024 OtherIncreasesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Description Amount
2023 TRANSACTION POSTED IN 2024 3,837


TY 2024 OtherProfessionalFeesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 13,590 13,590    
PNC PRIVATE FOUNDATION MANAGEM 10,000     10,000


TY 2024 TaxesSchedule
Name:
THE DUFFY FAMILY CHRISTIAN FUND
EIN:
25-6887992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 720 720   0
FEDERAL ESTIMATES - INCOME 1,208 0   0
FOREIGN TAXES ON QUALIFIED FOR 213 213   0
FOREIGN TAXES ON NONQUALIFIED 7 7   0