TY 2025 Form 990PF

(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	101.343 PZENA EMERG MKTS VALUE-INST		2024-12-12	2025-01-13
b	4159.609 PZENA EMERG MKTS VALUE-INST		2022-11-07	2025-01-13
c	483.092 ARTISAN INTL SM/MID-INST		2024-09-11	2025-01-13
d	509.567 BAIRD AGGREGATE BOND FUND		2015-07-17	2025-01-13
e	311.923 BLACKROCK HIGH YIELD PORTFOLIO		2024-11-11	2025-01-13
	1069.861 DODGE & COX INTERNATIONAL		2024-11-11	2025-01-13
	6841.685 DODGE & COX INCOME FUND		2024-08-01	2025-01-13
	204. ISHARES MSCI USA QUALITY FACTOR		2024-08-01	2025-01-13
	307. ISHARES MSCI USA QUALITY FACTOR		2023-03-09	2025-01-13
	895.255 MFS EMERGING MKTS DEBT FD-R6		2021-03-08	2025-01-13
	179.373 PIMCO INCOME FUND		2024-11-11	2025-01-13
	887.016 VANGUARD TOTAL BD MKT INDX 584		2024-10-15	2025-01-13
	1272.744 VANGUARD TOTAL BD MKT INDX 584		2023-06-02	2025-01-13
	318. DIMENSIONAL INTERNATIONAL VA		2024-04-01	2025-03-07
	63. DIMENSIONAL INTERNATIONAL VA		2024-11-11	2025-03-07
	1301.291 DODGE & COX INCOME FUND		2024-11-11	2025-03-07
	2077.426 ARTISAN INTL SM/MID-INST		2024-09-11	2025-03-17
	36.6 ARTISAN INTL SM/MID-INST		2024-12-12	2025-03-17
	1021.878 BAIRD AGGREGATE BOND FUND		2024-09-11	2025-03-17
	620.998 BAIRD AGGREGATE BOND FUND		2015-07-17	2025-03-17
	88.711 BARON SMALL CAP FUND		2024-09-11	2025-03-17
	10.745 BARON SMALL CAP FUND		2024-12-12	2025-03-17
	1726.302 BLACKROCK HIGH YIELD PORTFOLIO		2024-04-01	2025-03-17
	140.593 BLACKROCK HIGH YIELD PORTFOLIO		2024-11-11	2025-03-17
	8334.091 BLACKROCK HIGH YIELD PORTFOLIO		2024-02-01	2025-03-17
	705.408 DOUBLELINE TOTAL RETURN BOND		2024-09-11	2025-03-17
	22.564 SEAFARER OVERSEAS GROWTH &		2024-12-12	2025-03-17
	231.565 SEAFARER OVERSEAS GROWTH &		2022-08-17	2025-03-17
	201.773 WCM FOCUSED INTL GROWTH-INS		2024-11-11	2025-03-17
	126. ISHARES RUSSELL MID-CAP GROWTH		2024-12-12	2025-03-17
	100. ISHARES CORE MSCI EMERGING		2025-01-13	2025-03-17
	260. ISHARES MSCI INTL QUALITY		2024-02-01	2025-03-17
	833.743 MFS EMERGING MKTS DEBT FD-R6		2021-03-08	2025-03-17
	129.737 TCW METROPOLITAN WEST		2025-01-13	2025-03-17
	2153.171 MOERUS WORLDWIDE VALUE FUND		2024-04-01	2025-03-17
	59.78 MOERUS WORLDWIDE VALUE FUND		2025-01-13	2025-03-17
	194.125 PIMCO INCOME FUND		2024-11-11	2025-03-17
	392.003 T ROWE PR MID-CAP VALUE-I		2024-12-12	2025-03-17
	153.789 T ROWE PR MID-CAP VALUE-I		2021-05-17	2025-03-17
	2990.086 TOUCHSTONE SANDS EM GR-R6		2024-09-11	2025-03-17
	829.522 TOUCHSTONE SANDS EM GR-R6		2024-11-11	2025-03-17
	248.543 VANGUARD TOTAL BD MKT INDX 584		2023-06-02	2025-03-17
	201. WISDOMTREE U.S. QUALITY DIVI		2024-11-11	2025-03-17
	250. WISDOMTREE U.S. QUALITY DIVI		2020-09-01	2025-03-17
	2242.448 AMG RR SM CAP VAL-I		2024-11-11	2025-04-22
	3826.181 BAIRD AGGREGATE BOND FUND		2024-08-01	2025-04-22
	2517.724 BAIRD AGGREGATE BOND FUND		2023-02-06	2025-04-22
	482.216 BARON SMALL CAP FUND		2024-09-11	2025-04-22
	81. DIMENSIONAL INTERNATIONAL VA		2025-03-17	2025-04-22
	4288.544 DODGE & COX INCOME FUND		2024-11-11	2025-04-22
	348.16 DODGE & COX INCOME FUND		2023-07-19	2025-04-22
	438. ISHARES RUSSELL MID-CAP GROWTH		2024-12-12	2025-04-22
	10. ISHARES RUSSELL MID-CAP GROWTH		2025-01-13	2025-04-22
	36. ISHARES MSCI INTL QUALITY		2025-01-13	2025-04-22
	462. ISHARES MSCI INTL QUALITY		2023-06-02	2025-04-22
	118.71 MFS EMERGING MKTS DEBT FD-R6		2021-03-08	2025-04-22
	6967.907 TCW METROPOLITAN WEST		2025-01-13	2025-04-22
	230.806 PIMCO INCOME FUND		2024-11-11	2025-04-22
	420.846 PGIM HIGH YIELD FUND		2025-03-17	2025-04-22
	406.684 T ROWE PR MID-CAP VALUE-I		2024-12-12	2025-04-22
	1346.578 T ROWE PR MID-CAP VALUE-I		2021-12-15	2025-04-22
	80.34 AMG RR SM CAP VAL-I		2025-03-17	2025-05-30
	532.788 AMG RR SM CAP VAL-I		2022-04-04	2025-05-30
	4711.732 BAIRD AGGREGATE BOND FUND		2024-11-11	2025-05-30
	68.308 BAIRD AGGREGATE BOND FUND		2024-12-12	2025-05-30
	14654.162 BAIRD AGGREGATE BOND FUND		2022-09-20	2025-05-30
	1340.732 BARON SMALL CAP FUND		2024-09-11	2025-05-30
	537.392 BARON SMALL CAP FUND		2025-01-13	2025-05-30
	63. DIMENSIONAL INTERNATIONAL VA		2024-08-01	2025-05-30
	1012. DIMENSIONAL INTERNATIONAL VA		2025-01-13	2025-05-30
	1107. DIMENSIONAL INTERNATIONAL VA		2024-04-01	2025-05-30
	3086.7 DOUBLELINE TOTAL RETURN BOND		2024-09-11	2025-05-30
	3.875 DOUBLELINE TOTAL RETURN BOND		2024-12-12	2025-05-30
	9686.977 DOUBLELINE TOTAL RETURN BOND		2023-06-02	2025-05-30
	1174.386 WCM FOCUSED INTL GROWTH-INS		2024-09-11	2025-05-30
	401. ISHARES CORE S&P 500		2024-12-12	2025-05-30
	897. ISHARES CORE MSCI EAFE ETF		2025-04-22	2025-05-30
	975. ISHARES CORE MSCI EMERGING		2025-01-13	2025-05-30
	1484.339 PIMCO INCOME FUND		2024-11-11	2025-05-30
	5025.053 PIMCO INCOME FUND		2023-10-23	2025-05-30
	1444.915 PRINCIPAL MIDCAP FUND-R6		2024-09-11	2025-05-30
	419.273 PRINCIPAL MIDCAP FUND-R6		2025-03-17	2025-05-30
	15770.814 VANGUARD TOTAL BD MKT INDX 584		2025-04-22	2025-06-02
	9389.1 VANGUARD TOTAL BD MKT INDX 584		2022-11-07	2025-06-02
	22703.653 BLACKROCK TOTAL RETURN-I		2025-05-30	2025-08-26
	5173.821 DOUBLELINE TOTAL RETURN BOND		2024-11-11	2025-08-26
	885.796 DOUBLELINE TOTAL RETURN BOND		2025-04-22	2025-08-26
	6601.039 DOUBLELINE TOTAL RETURN BOND		2023-09-11	2025-08-26
	77. ISHARES CORE S&P 500		2025-04-22	2025-08-26
	3230.106 MFS EMERGING MKTS DEBT FD-R6		2024-09-11	2025-08-26
	1053.604 MFS EMERGING MKTS DEBT FD-R6		2025-05-30	2025-08-26
	1143.757 MFS EMERGING MKTS DEBT FD-R6		2021-03-08	2025-08-26
	17401.636 PGIM HIGH YIELD FUND		2025-03-17	2025-08-26
	15178.798 ALLSPRING CORE BOND FUND		2025-05-30	2025-08-26
	35. WISDOMTREE U.S. QUALITY DIVI		2025-05-30	2025-08-26
	4414.186 LONGLEAF PARTNERS FDS TR		2025-05-30	2025-09-03
	871. AVANTIS US LARGE CAP VALUE		2025-05-30	2025-09-23
	129.762 SEAFARER OVERSEAS GROWTH &		2025-01-13	2025-09-23
	2654.322 SEAFARER OVERSEAS GROWTH &		2025-04-22	2025-09-23
	4337.295 SEAFARER OVERSEAS GROWTH &		2022-08-17	2025-09-23
	2438.591 WCM FOCUSED INTL GROWTH-INS		2024-02-01	2025-09-23
	1327. ISHARES MSCI INTL QUALITY		2025-05-30	2025-09-23
	1704. ISHARES MSCI INTL QUALITY		2023-06-02	2025-09-23
	219. WISDOMTREE U.S. QUALITY DIVI		2025-04-22	2025-09-23
	1353. WISDOMTREE U.S. QUALITY DIVI		2020-09-01	2025-09-23
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,177	1,355	-178
b	48,293	41,846	6,447
c	8,188	8,826	-638
d	4,866	5,452	-586
e	2,205	2,246	-41
	52,648	57,676	-5,028
	83,605	88,530	-4,925
	35,858	35,799	59
	53,964	37,139	16,825
	10,591	13,133	-2,542
	1,869	1,903	-34
	8,311	8,618	-307
	11,926	12,193	-267
	12,753	11,633	1,120
	2,526	2,317	209
	16,487	16,448	39
	37,331	37,955	-624
	658	663	-5
	10,025	10,352	-327
	6,092	6,607	-515
	2,760	3,110	-350
	334	422	-88
	12,205	12,096	109
	994	1,012	-18
	58,922	58,589	333
	6,229	6,426	-197
	278	273	5
	2,848	2,780	68
	4,891	5,218	-327
	15,247	17,022	-1,775
	5,591	5,074	517
	10,661	9,833	828
	10,055	12,231	-2,176
	1,344	1,322	22
	36,733	33,008	3,725
	1,020	967	53
	2,077	2,060	17
	12,258	12,960	-702
	4,809	5,641	-832
	45,569	45,150	419
	12,642	11,854	788
	2,389	2,381	8
	16,122	17,094	-972
	20,053	13,975	6,078
	33,099	37,426	-4,327
	37,114	37,899	-785
	24,422	24,781	-359
	13,521	16,906	-3,385
	3,162	3,281	-119
	53,221	54,274	-1,053
	4,321	4,328	-7
	49,085	59,170	-10,085
	1,121	1,259	-138
	1,444	1,323	121
	18,535	16,972	1,563
	1,394	1,741	-347
	71,421	71,003	418
	2,430	2,449	-19
	1,970	2,016	-46
	11,456	13,142	-1,686
	37,933	41,125	-3,192
	1,259	1,264	-5
	8,349	7,955	394
	45,845	46,221	-376
	665	670	-5
	142,585	141,025	1,560
	42,515	47,006	-4,491
	17,041	17,798	-757
	2,660	2,275	385
	42,733	40,832	1,901
	46,745	40,497	6,248
	26,978	28,026	-1,048
	34	34
	84,664	85,827	-1,163
	30,710	30,258	452
	237,401	229,834	7,567
	74,007	68,632	5,375
	55,320	49,478	5,842
	15,764	15,749	15
	53,366	51,541	1,825
	66,336	64,681	1,655
	19,249	18,494	755
	150,296	150,138	158
	89,478	87,742	1,736
	225,901	221,815	4,086
	45,995	44,700	1,295
	7,875	7,742	133
	58,683	56,916	1,767
	49,724	40,595	9,129
	39,924	39,508	416
	13,023	12,559	464
	14,137	13,258	879
	85,094	83,326	1,768
	168,636	166,360	2,276
	3,048	2,827	221
	79,323	73,938	5,385
	63,205	57,216	5,989
	1,865	1,488	377
	38,143	33,249	4,894
	62,327	50,907	11,420
	67,183	60,187	6,996
	58,619	56,804	1,815
	75,272	60,546	14,726
	19,593	17,561	2,032
	121,045	68,705	52,340
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002
			22,002

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			-178
b			6,447
c			-638
d			-586
e			-41
			-5,028
			-4,925
			59
			16,825
			-2,542
			-34
			-307
			-267
			1,120
			209
			39
			-624
			-5
			-327
			-515
			-350
			-88
			109
			-18
			333
			-197
			5
			68
			-327
			-1,775
			517
			828
			-2,176
			22
			3,725
			53
			17
			-702
			-832
			419
			788
			8
			-972
			6,078
			-4,327
			-785
			-359
			-3,385
			-119
			-1,053
			-7
			-10,085
			-138
			121
			1,563
			-347
			418
			-19
			-46
			-1,686
			-3,192
			-5
			394
			-376
			-5
			1,560
			-4,491
			-757
			385
			1,901
			6,248
			-1,048

			-1,163
			452
			7,567
			5,375
			5,842
			15
			1,825
			1,655
			755
			158
			1,736
			4,086
			1,295
			133
			1,767
			9,129
			416
			464
			879
			1,768
			2,276
			221
			5,385
			5,989
			377
			4,894
			11,420
			6,996
			1,815
			14,726
			2,032
			52,340

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	169,202
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 .........................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,264
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	3,264
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	3,264
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	3,296
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,296
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	32
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax32	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. 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	40,956
500 FIRST AVE P7-PFSC-03-Z PITTSBURGH,PA15219

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

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

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					185,991
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				128,074
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: $ 153,851
a Applied to 2024, but not more than line 2a				128,074
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.....					25,777
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 ..........					160,214
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

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	(e) Total

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

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:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
HERITAGE VALLEY HEALTH SYSTEM 720 BLACKBURN ROAD SEWICKLEY,PA15143	NONE	GENERAL SUPPORT	145,660
Total ................................. 3a	145,660

Line No.	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.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

(a) Name of organization	(b) Type of organization	(c) Description of relationship

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	100,483		100,106
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		169,202
b	Gross sales price for all assets on line 6a 3,635,670
7	Capital gain net income (from Part IV, line 2)...			169,202
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........	269,685		269,308
13	Compensation of officers, directors, trustees, etc.	40,956		32,764		8,191
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	7,373	1,724		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	48,329		34,488	0	8,191
25	Contributions, gifts, grants paid.......	145,660				145,660
26	Total expenses and disbursements. Add lines 24 and 25 ................	193,989		34,488	0	153,851
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	75,696
b	Net investment income (if negative, enter -0-)			234,820
c	Adjusted net income (if negative, enter -0-)...				0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	98,343	103,615	103,615
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,168,720	List of Attached Documents: // Content 3,239,572	3,927,932
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,267,063	3,343,187	4,031,547
	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
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,267,063	3,343,187
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	3,267,063	3,343,187
	30	Total liabilities and net assets/fund balances (see instructions).	3,267,063	3,343,187

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

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	(e) Related or exempt function income (See instructions.)
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	100,483
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	169,202
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) ..				269,685

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.


(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

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HERITAGE VALLEY HEALTH SYSTEM 720 BLACKBURN ROAD SEWICKLEY,PA15143	NONE		GENERAL SUPPORT	145,660
Total ................................. 3a				145,660

bApproved for future payment

Total ................................. 3b

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
921937603 VANGUARD TOTAL BD MK
97717X669 WISDOMTREE U.S. QUAL
057071854 BAIRD AGGREGATE BOND
464287200 ISHARES CORE S&P 500	AT COST	948,838	1,548,649
552746364 MFS EMERGING MKTS DE
77957Y403 T ROWE PR MID-CAP VA
00171A852 AMG RR SM CAP VAL-I	AT COST	43,208	44,213
00770X675 PZENA EMERG MKTS VAL	AT COST	86,566	100,147
317609295 SEAFARER OVERSEAS GR
72201F490 PIMCO INCOME FUND CL
89154M702 TOUCHSTONE SANDS EM	AT COST	92,267	97,522
256210105 DODGE & COX INCOME F	AT COST	325,195	335,357
258620566 DOUBLELINE TOTAL RET
46432F339 ISHARES MSCI USA QUA
46434V456 ISHARES MSCI INTL QU
04314H576 ARTISAN INTL SM/MID-
068278803 BARON SMALL CAP FUND
09260B630 BLACKROCK HIGH YIELD
25434V807 DIMENSIONAL INTERNAT	AT COST	158,278	193,612
256206103 DODGE & COX INTERNAT
461418444 WCM FOCUSED INTL GRO	AT COST	75,505	80,616
464287481 ISHARES RUSSELL MID-
66538H880 MOERUS WORLDWIDE VAL
74256W584 PRINCIPAL MIDCAP FUN	AT COST	61,589	60,666
025072349 AVANTIS US LARGE CAP	AT COST	63,193	72,891
02631W607 AMER FND MULTI-SEC I	AT COST	175,795	175,795
092528603 ISHARES FLEXIBLE INC	AT COST	120,401	119,735
37954Y632 GLOBAL X ART INTEL &	AT COST	164,865	168,804
411512460 HARBOR MID CAP VALUE	AT COST	46,211	49,742
46138E800 INVESCO CHINA TECHNO	AT COST	97,392	89,336
46429B267 ISHARES U S TREASURY	AT COST	215,689	217,840
46435G326 ISHARES CORE MSCI DE	AT COST	153,076	163,640
52107V229 LAZARD INTL QLTY GRW	AT COST	89,461	84,467
589619824 MERIDIAN SMALL CAP G	AT COST	46,211	46,810
74440B884 PRUDENTIAL TOTAL RET	AT COST	275,832	278,090

Category	Amount	Net Investment Income
FOREIGN TAXES	1,134	1,134
FEDERAL TAX PAYMENT - PRIOR YE	2,353	0
FEDERAL ESTIMATES - PRINCIPAL	3,296	0
FOREIGN TAXES ON NONQUALIFIED	590	590

Software ID:
Software Version:

Description	Amount
MUTUAL FUND TIMING ADJ	441
ROUNDING	17