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
HERBERT G FELDMAN CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 149 LINNVIEW AVENUE
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152103717
A Employer identification number

25-1832024
B Telephone number (see instructions)

4125806954
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)$4,855,420J 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... 117,519 117,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 232,676
b Gross sales price for all assets on line 6a 1,271,546
7 Capital gain net income (from Part IV, line 2)... 232,676
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........ 350,195 349,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,618     23,809
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,465 0 0 1,465
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
390 0 0 390
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,088 39,088   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,301 1,301   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,321 0 0 1,321
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,183 40,389 0 26,985
25 Contributions, gifts, grants paid....... 196,793 196,793
26 Total expenses and disbursements. Add lines 24 and 25 ................ 287,976 40,389 0 223,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 62,219
b Net investment income (if negative, enter -0-) 309,416
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......... 144,925 95,334 95,334
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)....... 239,383 Click to see attachment
List of Attached Documents:
// Content
203,579 		503,526
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).......... 3,300,704 Click to see attachment
List of Attached Documents:
// Content
3,448,358 		4,256,560
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) 3,685,012 3,747,271 4,855,420
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........ 3,685,012 3,747,271
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)..... 3,685,012 3,747,271
30 Total liabilities and net assets/fund balances (see instructions). 3,685,012 3,747,271
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
3,685,012
2
Enter amount from Part I, line 27a .....................
2
62,219
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,840
4
Add lines 1, 2, and 3 ..........................
4
3,749,071
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,800
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,747,271
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 17. MCDONALD'S CORP   2022-11-22 2025-03-25
b 37. PEPSICO INC   2023-09-06 2025-03-25
c 11. ABBOTT LABORATORIES INC   2021-02-11 2025-05-15
d 5. ABBVIE INC   2020-04-21 2025-05-15
e 29. ALPHABET INC/CA-CL A   2009-10-09 2025-05-15
24. AMAZON COM INC   2018-02-09 2025-05-15
31. APPLE INC   2009-07-30 2025-05-15
7. ATMOS ENERGY CORP   2024-01-26 2025-05-15
37. BANK OF AMERICA CORP   2019-02-06 2025-05-15
7. BLACKSTONE INC   2021-11-23 2025-05-15
2. BLACKROCK FUNDING INC/DE   2020-08-12 2025-05-15
14. BOSTON SCIENTIFIC CORP   2023-09-06 2025-05-15
19. BROADCOM INC   2019-02-12 2025-05-15
4. CADENCE DESIGN SYSTEMS INC   2023-03-14 2025-05-15
3. CASEYS GENERAL STORES INC   2025-03-26 2025-05-15
5. CHEVRON CORPORATION   2022-03-23 2025-05-15
8. CINTAS CORP   2019-05-13 2025-05-15
2. COSTCO WHOLESALE CORP   2018-08-08 2025-05-15
7. DISNEY WALT CO   2024-04-01 2025-05-15
8. EASTMAN CHEM CO   2024-09-24 2025-05-15
16. EXXON MOBIL CORP   2021-02-26 2025-05-15
7. META PLATFORMS INC   2023-04-12 2025-05-15
11. FOX CORP - CLASS A - W/I   2022-06-08 2025-05-15
4. HOME DEPOT INC   2012-01-11 2025-05-15
6. HONEYWELL INTL INC   2023-10-16 2025-05-15
3. HUBBELL INC   2024-02-29 2025-05-15
6. ILLINOIS TOOL WORKS INC   2023-11-28 2025-05-15
10. JPMORGAN CHASE & CO   2003-09-02 2025-05-15
15. LAM RESEARCH CORP   2020-03-25 2025-05-15
3. ELI LILLY & CO   2018-07-17 2025-05-15
4. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-05-15
4. MASTERCARD INC CL A   2021-11-23 2025-05-15
11. MERCK & CO INC   2020-09-29 2025-05-15
18. MICROSOFT CORP   2009-02-18 2025-05-15
9. MORGAN STANLEY   2020-01-29 2025-05-15
3. MOTOROLA SOLUTIONS INC   2019-12-10 2025-05-15
51. NVIDIA CORP   2024-11-22 2025-05-15
12. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2025-05-15
7. PROCTER & GAMBLE CO   2018-11-02 2025-05-15
4. QUANTA SVCS INC   2022-06-08 2025-05-15
7. RAYMOND JAMES FINANCIAL INC   2024-10-30 2025-05-15
3. S&P GLOBAL INC   2016-05-26 2025-05-15
1. SERVICE NOW INC   2023-06-02 2025-05-15
2. SHERWIN-WILLIAMS CO   2024-11-07 2025-05-15
3. STRYKER CORP   2019-08-23 2025-05-15
9. TJX COMPANIES INC NEW   2023-02-09 2025-05-15
5. TAIWAN SEMICONDUCTOR MTG CO   2020-12-14 2025-05-15
2. TELEDYNE TECHNOLOGIES INC   2019-11-19 2025-05-15
3. UNITEDHEALTH GROUP INC   2016-10-28 2025-05-15
5. VISA INC   2013-02-11 2025-05-15
7. WEC ENERGY GROUP INC   2009-07-30 2025-05-15
3. ACCENTURE PLC CLASS A   2019-05-13 2025-05-15
2. NEW LINDE PLC   2024-09-23 2025-05-15
4. CHUBB LTD   2023-05-16 2025-05-15
4. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-05-15
17. UNITEDHEALTH GROUP INC   2016-10-28 2025-05-16
7581.282 AMERICAN BEACON AHL MANAGED   2022-01-05 2025-07-10
12. BROADCOM INC   2019-02-12 2025-07-10
1. BROADCOM INC   2019-02-12 2025-07-10
23. ILLINOIS TOOL WORKS INC   2023-11-28 2025-07-10
8. PHILIP MORRIS INTERNAT-W/I   2021-06-22 2025-07-10
5. QUANTA SVCS INC   2022-06-08 2025-07-10
311.126 BLACKROCK HIGH YIELD PORTFOLIO   2024-09-30 2025-09-18
292.377 BLACKROCK HIGH YIELD PORTFOLIO   2025-03-31 2025-09-18
8051.019 BLACKROCK HIGH YIELD PORTFOLIO   2023-06-09 2025-09-18
15420.2 DODGE & COX INCOME FUND   2014-06-27 2025-09-18
445. ISHARES S&P MID-CAP 400 VALUE   2022-01-05 2025-09-18
3883. ISHARES U S TREASURY BOND   2023-06-09 2025-09-18
4958.678 MFS EMERGING MKTS DEBT FD-R6   2024-11-12 2025-09-18
214.037 MADISON MID CAP FUND-R6   2024-12-27 2025-09-18
4439.337 MADISON MID CAP FUND-R6   2019-09-19 2025-09-18
713.412 T ROWE PR NEW HORIZONS-I   2009-07-31 2025-09-18
1125. WISDOMTREE U.S. QUALITY DIVI   2020-10-22 2025-09-18
14. ACCENTURE PLC CLASS A   2019-05-13 2025-09-19
31. EASTMAN CHEM CO   2024-09-23 2025-10-01
106.231 AMG GW&K SC CORE-I   2024-12-16 2025-10-02
1338.021 AMG GW&K SC CORE-I   2020-12-16 2025-10-02
37. ISHARES CORE S&P 500   2025-09-18 2025-10-02
3035. ISHARES MSCI INTL QUALITY   2023-04-24 2025-10-02
79.433 PRINCIPAL MIDCAP FUND-R6   2024-12-12 2025-10-02
772.9 PRINCIPAL MIDCAP FUND-R6   2019-09-19 2025-10-02
109.676 VANGUARD MID CAP INDX 5859   2025-09-18 2025-10-02
560. WISDOMTREE U.S. QUALITY DIVI   2020-10-22 2025-10-02
.5 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
13. LAM RESEARCH CORP   2020-03-25 2025-11-13
6. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,212   4,667 545
b 5,395   6,461 -1,066
c 1,455   1,292 163
d 891   406 485
e 4,795   374 4,421
4,918   1,598 3,320
6,579   182 6,397
1,086   796 290
1,633   1,076 557
1,026   980 46
1,978   1,182 796
1,459   758 701
4,398   530 3,868
1,280   811 469
1,310   1,275 35
704   828 -124
1,740   433 1,307
2,014   447 1,567
784   850 -66
643   884 -241
1,721   878 843
4,561   1,508 3,053
608   379 229
1,508   174 1,334
1,333   1,118 215
1,162   1,140 22
1,483   1,528 -45
2,658   346 2,312
1,266   367 899
2,160   269 1,891
1,088   970 118
2,320   1,295 1,025
818   870 -52
8,195   328 7,867
1,183   488 695
1,273   484 789
6,851   7,448 -597
2,018   1,204 814
1,130   627 503
1,359   532 827
1,068   1,065 3
1,552   332 1,220
1,035   550 485
717   774 -57
1,172   658 514
1,193   731 462
964   522 442
988   700 288
788   421 367
1,809   197 1,612
730   152 578
969   514 455
901   954 -53
1,150   799 351
998   898 100
4,730   2,384 2,346
69,369   83,855 -14,486
3,293   335 2,958
275   28 247
6,056   5,548 508
1,425   803 622
1,892   665 1,227
2,265   2,228 37
2,129   2,084 45
58,611   54,609 4,002
200,000   222,501 -22,501
58,329   49,574 8,755
89,620   89,217 403
62,083   60,000 2,083
3,729   3,645 84
77,333   52,384 24,949
41,135   16,000 25,135
100,353   56,858 43,495
3,343   2,401 942
1,918   3,400 -1,482
3,678   3,722 -44
46,322   38,274 8,048
24,851   24,613 238
135,756   110,114 25,642
3,728   3,737 -9
36,272   24,263 12,009
40,000   39,673 327
49,795   28,302 21,493
24   22 2
1,999   318 1,681
280   263 17
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
      30,924
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       545
b       -1,066
c       163
d       485
e       4,421
      3,320
      6,397
      290
      557
      46
      796
      701
      3,868
      469
      35
      -124
      1,307
      1,567
      -66
      -241
      843
      3,053
      229
      1,334
      215
      22
      -45
      2,312
      899
      1,891
      118
      1,025
      -52
      7,867
      695
      789
      -597
      814
      503
      827
      3
      1,220
      485
      -57
      514
      462
      442
      288
      367
      1,612
      578
      455
      -53
      351
      100
      2,346
      -14,486
      2,958
      247
      508
      622
      1,227
      37
      45
      4,002
      -22,501
      8,755
      403
      2,083
      84
      24,949
      25,135
      43,495
      942
      -1,482
      -44
      8,048
      238
      25,642
      -9
      12,009
      327
      21,493
      2
      1,681
      17
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 232,676
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 4,301
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 4,301
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 4,301
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,816
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 1,816
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 30
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,515
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 addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 442-1522

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)
 
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 ........
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
BARBARA WESTELL DIRECTOR
2 		9,284    
6506 SPRINGVALE DRIVE
PITTSBURGH,PA15236
CAROL CINOWALT DIRECTOR
2 		9,284    
500 EAST BRUCETON ROAD APT 609
PITTSBURGH,PA15236
DEBRA ALEXANDER DIRECTOR
2 		9,284    
210 SHERRY TRAIL
WEATHERFORD,TX76086
PAUL RINGLOFF DIRECTOR
2 		9,284    
500 EAST BRUCETON ROAD APT 425
PITTSBURGH,PA15236
SUZAN ZMUDA DIRECTOR
2 		10,482    
149 LINNVIEW AVE
PITTSBURGH,PA15210
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
4,689,769
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,689,769
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
4,689,769
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,347
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,619,422
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
230,971
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
230,971
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,301
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,301
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
226,670
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
226,670
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
226,670
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
223,778
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
223,778
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 7 226,670
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 190,719
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: $ 223,778
a Applied to 2024, but not more than line 2a 190,719
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..... 33,059
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 .......... 		193,611
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

WEATHERFORD FOOTBALL BOOSTER CLUB

PO BOX 552
WEATHERFORD,TX76086 		NONE   GENERAL SUPPORT 500

HARRISON MIDDLE SCHOOL
BALDWIN-WHITEHALL SD
129 WINDVALE DRIVE
PITTSBURGH,PA15236 		NONE   FOR THE PTSA 1,000

CAREITY FOUNDATION

PO BOX 126038
FORT WORTH,TX76126 		NONE   GENERAL SUPPORT 5,000

CYSTIC FIBROSIS FOUNDATION

600 WATERFRONT DR SUITE 223
PITTSBURGH,PA15222 		NONE   GENERAL SUPPORT 6,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE   GENERAL SUPPORT 2,000

NO DOG LEFT BEHIND

15 ALLEGHENY COUNTY AIRPORT
WEST MIFFLIN,PA15122 		NONE   GENERAL SUPPORT 4,000

CATHY CUNNINGHAMCRICCAT

190 WOODSIDE DRIVE
WASHINGTON,PA15301 		NONE   GENERAL SUPPORT 5,000

CYBA

809 MAPLE STREET
CORAOPOLIS,PA15108 		NONE   GENERAL SUPPORT 1,600

WREATHS ACROSS AMERICA

4 POINT STREET
COLUMBIA FALLS,ME04623 		NONE   FOR NCA PANC AB 1,000

PENN STATE UNIVERISTY

201 OLD MAIN
UNIVERSITY PARK,PA16802 		NONE   SCHOLARSHIP 14,000

HUMANE ANIMAL RESCUE

6926 HAMILTON AVENUE
PITTSBURGH,PA15208 		NONE   GENERAL SUPPORT 2,500

UNIVERSITY OF PITTSBURGH - JOHNSTOWN

450 SCHOOLHOUSE RD
JOHNSTOWN,PA15904 		NONE   ASSISTANCE FOR FALL TUITION 5,000

LIGHT OF LIFE RESCUE MISSION

234 VOEGHTLY STREET
PITTSBURGH,PA15212 		NONE   GENERAL SUPPORT 12,723

ALLEGHENY GENERAL HOSPITAL

320 E NORTH AVE
PITTSBURGH,PA15212 		NONE   GENERAL SUPPORT 5,320

PLEASANT HILLS VOLUNTEER FIRE COMPANY

72 CLARITON BLVD
PITTSBURGH,PA15236 		NONE   GENERAL SUPPORT 8,000

BALDWIN EMS

1 READSHAW WAY
PITTSBURGH,PA15236 		NONE   GENERAL SUPPORT 2,000

PITTSBURGH ZOO

1 WILD PLACE
PITTSBURGH,PA15206 		NONE   GENERAL SUPPORT 500

CLOVERLEAF AREA ECUMENICAL FOOD BANK

1 GROVE PLACE
PITTSBURGH,PA15236 		NONE   GENERAL SUPPORT 5,000

NORTH SHENANGO VOLUNTEER FIRE
DEPARTMENT
2887 STATE HWY 285
ESPYVILLE,PA16424 		NONE   GENERAL SUPPORT 500

CHILDRENS HOSPITAL OF PITTSBURGH
FOUNDATION
4401 PENN AVENUE CENTRAL PLANT
PITTSBURGH,PA15224 		NONE   GENERAL SUPPORT 5,000

THREE RIVER WATERKEEPERS

800 VINIAL STREET B314
PITTSBURGH,PA15212 		NONE   GENERAL SUPPORT 5,000

VESTED INTEREST IN K9S

PO BOX 9
EAST TAUTON,MA02718 		NONE   GENERAL SUPPORT 2,500

GUARDIAN ANGELS MEDICAL SERVICE
DOGS INC
3251 NE 180TH AVE
WILLISTON,FL32696 		NONE   GENERAL SUPPORT 2,000

RIVERLIFE

707 GRANT ST 35TH FLOOR
PITTSBURGH,PA15219 		NONE   GENERAL SUPPORT 15,000

KITTY CO CAT RESCUE

548 BALWIN ST
BRIDGEVILLE,PA15017 		NONE   GENERAL SUPPORT 3,000

SALVATION ARMY

700 NORTH BELL AVENUE
CARNEGIE,PA15106 		NONE   GENERAL SUPPORT 10,000

SHRINERS HOSPITALS FOR CHILDREN

1645 W 8TH STREET
ERIE,PA16505 		NONE   GENERAL SUPPORT 3,000

RONALD MCDONALD HOUSE CHARITIES

451 44TH STEET
PITTSBURGH,PA15201 		NONE   GENERAL SUPPORT 2,000

PITTSBURGH METSQUERADEMETAVIVOR

PO BOX 112611
PITTSBURGH,PA15241 		NONE   GENERAL SUPPORT 1,000

SIERRA PACIFIC FURBABIES

12523 LIMONITE SUITE 440412
MISS LIMA,CA91752 		NONE   GENERAL SUPPORT 5,000

GREATER BALDWIN WHITEHALL
ATHLETIC ASSOCIATION INC
PO BOX 98182
PITTSBURGH,PA15227 		NONE   GENERAL SUPPORT 2,500

FLIGHT 93 NATIONAL MEMORIAL

6424 LINCOLN HIGHWAY
STOYSTOWN,PA15563 		NONE   GENERAL SUPPORT 3,500

SAINT JUDE CHILDRENS RESEARCH

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE   GENERAL SUPPORT 8,000

CATHOLIC CHARITIES DIOCESE OF FORT
WORTH
907 HOLLIDAY STREET
WICHITA FALLS,TX76301 		NONE   WEATHERFORD COLLEGE 1,100

WEATHERFORD COLLEGE DOUNDATION INC

225 COLLEGE PARK DRIVE
WEATHERFORD,TX76086 		NONE   GENERAL SUPPORT 12,000

TARRANT COUNTY CHALLENGE INC

226 BAILEY AVE SUITE 105
FORT WORTH,TX76107 		NONE   GENERAL SUPPORT 1,100

PTA TEXAS CONGRESS
JOE M TISON MIDDLE SCHOOL
102 MEADOWVIEW RD
WEATHERFORD,TX760877982 		NONE   GENERAL SUPPORT 400

GIFTCARDS 4 CHANGE INC

1660 S UNIVERSITY DRIVE 1066
FORT WORTH,TX76107 		NONE   GENERAL SUPPORT 6,000

ADVENTUREMEN MINISTRIES

224 MICA CT
BETHEL PARK,PA15102 		NONE   GENERAL SUPPORT 1,000

SHENANGO VALLEY ANIMAL SHELTER

2559 BROADWAY
HERMITAGE,PA16148 		NONE   GENERAL SUPPORT 2,000

LOVE CARRICK

1900 BROWNSVILLE ROAD
PITTSBURGH,PA15210 		NONE   GENERAL SUPPORT 1,000

PYMATUNING LAKE ASSOCIATION

PO BOX 78
WESTFORD,PA16134 		NONE   PLANTING OF TREES AND EAGLE 4,000

CHARITYSMITH NONPROFIT FOUNDATION

13100 FILLY LANE
TRUCKEE,CA96161 		NONE   PB&J SPREADING LOVE 5,000

GOLD MEDAL BOXING INC

2447 KING WOOD STREET
PITTSBURGH,PA15234 		NONE   GENERAL SUPPORT 1,000

WEATHERFORD WAGS

113 WESTRIDGE TRAIL
WEATHERFORD,TX76087 		NONE   GENERAL SUPPORT 13,050
Total ................................. 3a 196,793
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 ....     14 117,519  
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 ............ 		    18 232,676  
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) ..   350,195  
13Total. Add line 12, columns (b), (d), and (e)..................
13
350,195
(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 AccountingFeesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 390     390

TY 2025 InvestmentsCorpStockSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 1,679 5,830
437076102 HOME DEPOT INC 827 6,538
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 1,077 12,896
594918104 MICROSOFT CORP 1,440 38,206
617446448 MORGAN STANLEY 2,224 7,279
620076307 MOTOROLA SOLUTIONS I 1,614 3,833
742718109 PROCTER & GAMBLE CO 2,600 4,156
863667101 STRYKER CORP 2,192 3,515
874039100 TAIWAN SEMICONDUCTOR 2,224 6,686
879360105 TELEDYNE TECHNOLOGIE 4,165 5,107
74762E102 QUANTA SVCS INC 1,863 5,909
00287Y109 ABBVIE INC 1,948 5,484
02079K305 ALPHABET INC/CA-CL A 1,575 38,186
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 1,786 22,150
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 1,786 6,899
30303M102 META PLATFORMS INC 4,026 20,463
46625H100 JPMORGAN CHASE & CO 1,488 13,855
58933Y105 MERCK & CO INC 3,956 5,263
78409V104 S&P GLOBAL INC 1,106 5,226
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 865 7,716
92939U106 WEC ENERGY GROUP INC 566 2,742
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 5,267 5,889
023135106 AMAZON COM INC 6,925 24,005
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 768 35,614
053332102 AUTOZONE INC 728 3,392
060505104 BANK OF AMERICA CORP 4,476 8,580
09260D107 BLACKSTONE INC 4,307 4,778
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 3,621 7,942
57636Q104 MASTERCARD INC CL A 5,179 9,134
718172109 PHILIP MORRIS INTERN 4,213 6,737
806857108 SCHLUMBERGER LTD SED    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 3,976 3,658
35137L105 FOX CORP - CLASS A - 1,619 3,434
580135101 MCDONALD'S CORP    
98978V103 ZOETIS INC    
101137107 BOSTON SCIENTIFIC CO 3,122 5,530
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 4,916 6,564
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 4,557 5,072
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 5,219 6,128
872540109 TJX COMPANIES INC NE 3,082 5,837
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD 3,795 5,930
049560105 ATMOS ENERGY CORP 3,741 5,532
09290D101 BLACKROCK FUNDING IN 2,956 5,352
254687106 DISNEY WALT CO 3,875 3,641
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 4,180 4,885
512807306 LAM RESEARCH CORP 1,198 8,388
571903202 MARRIOTT INTERNATION 3,638 4,654
67066G104 NVIDIA CORP 32,415 44,574
754730109 RAYMOND JAMES FINANC 4,320 4,657
824348106 SHERWIN-WILLIAMS CO 4,256 3,564
893641100 TRANSDIGM GROUP INC 5,345 5,319
G54950103 NEW LINDE PLC 4,294 3,838
144285103 CARPENTER TECHNOLOGY 2,500 3,148
147528103 CASEYS GENERAL STORE 4,220 5,527
36828A101 GE VERNOVA LLC 5,320 6,536
58155Q103 MCKESSON CORPORATION 4,302 4,922
75513E101 RTX CORPORATION 5,529 6,969
V7780T103 ROYAL CARIBBEAN CRUI 4,713 5,857

TY 2025 InvestmentsOtherSchedule2
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 490,286 501,325
317609295 SEAFARER OVERSEAS GR AT COST 39,492 57,167
461418444 WCM FOCUSED INTL GRO AT COST 89,472 129,072
552746364 MFS EMERGING MKTS DE      
557492485 MADISON MID CAP FUND      
921939203 VANGUARD INTERNATION AT COST 99,491 130,998
00170K869 AMG GW&K SC CORE-I AT COST 36,279 54,448
56167N712 NUANCE MID CAP VALUE      
74256W584 PRINCIPAL MIDCAP FUN AT COST 55,259 86,366
97717X669 WISDOMTREE U.S. QUAL      
779562206 T ROWE PR NEW HORIZO      
024525669 AMERICAN BEACON AHL      
057071805 BAIRD INTERMEDIATE B AT COST 377,155 393,831
464287705 ISHARES S&P MID-CAP      
464287879 ISHARES S&P SMALL CA AT COST 46,583 50,151
00770X675 PZENA EMERG MKTS VAL AT COST 48,905 65,896
09260B630 BLACKROCK HIGH YIELD      
464287200 ISHARES CORE S&P 500 AT COST 1,001,922 1,591,801
46429B267 ISHARES U S TREASURY      
46429B697 ISHARES MSCI USA MIN      
46432F842 ISHARES CORE MSCI EA AT COST 128,032 174,626
46434V456 ISHARES MSCI INTL QU      
592905749 TCW METROPOLITAN WES AT COST 84,997 86,569
02631W607 AMER FND MULTI-SEC I AT COST 91,147 90,392
092528603 ISHARES FLEXIBLE INC AT COST 74,915 74,142
37954Y632 GLOBAL X ART INTEL & AT COST 201,247 203,847
38147X325 GLDMN SCHS ABS RTRN AT COST 71,188 73,481
46138E800 INVESCO CHINA TECHNO AT COST 126,669 108,836
674375878 OBERWEIS SMALL CAP O AT COST 40,000 40,269
922020839 VANGUARD CORE BOND F AT COST 254,180 252,799
922908645 VANGUARD MID CAP IND AT COST 91,139 90,544

TY 2025 LegalFeesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,465     1,465


TY 2025 OtherDecreasesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Description Amount
POSTED NEXT YR / EFFECTIVE CURRENT YR 1,719
ROUNDING 7
BLACKSTONE INC TAX COST ADJ 71
TCW METROPOLITAN WEST TAX COST ADJ 3


TY 2025 OtherIncreasesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Description Amount
RAYMOND JAMES FINANCIAL INC TAX COST ADJ 26
POSTD CURRENT YR / EFFECTIVE PRIOR YR 1,814


TY 2025 OtherProfessionalFeesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 39,088 39,088    


TY 2025 TaxesSchedule
Name:
HERBERT G FELDMAN CHARITABLE FOUNDATION
EIN:
25-1832024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 863 863   0
FOREIGN TAXES ON NONQUALIFIED 438 438   0