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
ANNA M SCHWEINFURTH TE
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

34-6511460
B Telephone number (see instructions)

4127689680
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)$1,953,439J 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... 42,811 42,657  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 167,378
b Gross sales price for all assets on line 6a 324,279
7 Capital gain net income (from Part IV, line 2)... 167,378
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........ 210,189 210,035  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,416 14,733   3,683
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,213 1,213   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,099 529   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
234 34   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,962 16,509 0 3,883
25 Contributions, gifts, grants paid....... 84,878 84,878
26 Total expenses and disbursements. Add lines 24 and 25 ................ 106,840 16,509 0 88,761
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 103,349
b Net investment income (if negative, enter -0-) 193,526
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......... 68,987 99,848 99,848
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)....... 205,256 Click to see attachment
List of Attached Documents:
// Content
224,371 		302,052
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).......... 1,045,678 Click to see attachment
List of Attached Documents:
// Content
1,099,268 		1,551,539
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) 1,319,921 1,423,487 1,953,439
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........ 1,319,921 1,423,487
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)..... 1,319,921 1,423,487
30 Total liabilities and net assets/fund balances (see instructions). 1,319,921 1,423,487
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
1,319,921
2
Enter amount from Part I, line 27a .....................
2
103,349
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
545
4
Add lines 1, 2, and 3 ..........................
4
1,423,815
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
328
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,423,487
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 10. INTAPP INC   2023-11-15 2025-01-22
b 10. INTRA-CELLULAR THERAPIES INC     2025-01-28
c 5. ICF INTERNATIONAL INC     2025-01-31
d 6. ICF INTERNATIONAL INC     2025-02-18
e 79. PARAGON 28 INC     2025-03-03
22. AMPHENOL CORP NEW   2020-08-10 2025-03-21
30. BELLRING BRANDS INC-W/I   2020-08-10 2025-03-21
10. CBRE GROUP INC   2023-02-21 2025-03-21
5. HALOZYME THERAPEUTICS INC   2020-10-20 2025-03-21
6. INTRA-CELLULAR THERAPIES INC     2025-03-21
6. INTRA-CELLULAR THERAPIES INC   2022-01-06 2025-04-03
33. CHAMPIONX CORPORATION     2025-04-08
3. SILICON LABORATORIES INC   2019-09-23 2025-04-11
10. FLYWIRE CORP-VOTING   2024-12-31 2025-04-16
83. FLYWIRE CORP-VOTING     2025-04-16
7. ARMSTRONG WORLD INDUSTRIE - WI   2020-08-10 2025-04-28
9. POST HOLDINGS INC-W CLASS I     2025-04-28
4. ICU MED INC   2019-09-23 2025-05-06
7. SILICON LABORATORIES INC     2025-05-06
41. SKYWORKS SOLUTIONS INC     2025-05-13
16. ENDAVA PLC- SPON ADR   2024-12-31 2025-05-15
18. ENDAVA PLC- SPON ADR     2025-05-15
7278.495 FEDERATED HERMES INTERNATIONAL     2025-05-29
2. BOOT BARN HOLDINGS INC   2024-11-05 2025-06-13
3. CHART INDUSTRIES INC   2023-07-21 2025-06-13
3. HEALTHEQUITY INC   2020-03-27 2025-06-13
16. PACIFIC PREMIER BANCORP INC   2019-09-23 2025-06-13
1. RBC BEARINGS INC   2019-09-23 2025-06-13
11. SPRINGWORKS THERAPEUTICS INC     2025-06-30
18. SPRINGWORKS THERAPEUTICS INC     2025-06-30
4. INSMED INC   2022-12-08 2025-07-03
20. MAGNOLIA OIL & GAS CORP   2021-03-08 2025-07-03
1. MEDPACE HOLDINGS INC   2020-10-30 2025-07-23
22. AMPHENOL CORP NEW   2020-08-10 2025-07-29
6. INSMED INC   2022-12-08 2025-08-06
2. STERLING INFRASTRUCTURE INC   2025-02-28 2025-08-14
14. AMPHENOL CORP NEW   2020-08-10 2025-08-28
6. CHART INDUSTRIES INC     2025-08-29
.685 COLUMBIA BKG SYS INC   2019-09-23 2025-09-10
7. INSMED INC   2022-12-08 2025-09-19
33. THE BALDWIN INSURANCE GROUP   2024-06-10 2025-10-02
7. INSMED INC   2022-12-08 2025-10-02
1. STERLING INFRASTRUCTURE INC   2025-02-28 2025-10-02
1. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-02
1. ARTIVION INC   2020-01-15 2025-10-06
1. HORACE MANN EDUCATORS CORP NEW   2020-02-18 2025-10-06
2. STAG INDUSTRIES INC   2022-09-16 2025-10-06
8. ARTIVION INC   2020-01-15 2025-10-08
1. MEDPACE HOLDINGS INC   2020-10-30 2025-10-08
6. SUPERNUS PHARMACEUTICALS INC   2025-03-21 2025-10-08
3. SUPERNUS PHARMACEUTICALS INC     2025-10-08
2. STERLING INFRASTRUCTURE INC   2024-06-28 2025-10-28
5. UFP INDUSTRIES INC   2019-09-23 2025-10-28
4. DESCARTES SYS GROUP INC   2021-03-01 2025-11-04
1. ITT INC   2022-06-23 2025-11-04
5. PRIMORIS SERVICES CORP   2019-09-23 2025-11-04
3. SPX TECHNOLOGIES   2021-10-05 2025-11-04
1. UFP INDUSTRIES INC   2019-09-23 2025-11-04
11. VERACYTE INC   2019-12-11 2025-11-07
12. INTAPP INC     2025-11-11
3. MACOM TECHNOLOGY SOLUTIONS   2019-09-23 2025-11-11
23. VIAVI SOLUTIONS INC -W/I     2025-11-11
2. PRIMORIS SERVICES CORP   2019-09-23 2025-11-24
2. RBC BEARINGS INC   2019-09-23 2025-11-24
2. STIFEL FINL CORP   2019-09-23 2025-11-24
405.761 EDGEWOOD GROWTH FUND   2024-12-19 2025-12-04
643.337 EDGEWOOD GROWTH FUND   2020-06-16 2025-12-04
28.453 EDGEWOOD GROWTH FUND     2025-12-04
12. ARCUTIS BIOTHERAPEUTICS INC     2025-12-10
7. PRIMORIS SERVICES CORP   2019-09-23 2025-12-10
6. VITA COCO CO INC/THE   2025-03-03 2025-12-10
1. VITA COCO CO INC/THE   2023-12-06 2025-12-10
39. CROWN CASTLE INC   2024-02-29 2025-12-19
1. MEDPACE HOLDINGS INC   2020-10-30 2025-12-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 707   386 321
b 1,270   504 766
c 590   380 210
d 637   391 246
e 1,026   782 244
1,465   717 748
2,119   679 1,440
1,298   876 422
320   151 169
789   287 502
792   277 515
797   806 -9
258   345 -87
86   202 -116
714   1,866 -1,152
972   513 459
1,016   581 435
543   638 -95
730   754 -24
2,990   5,064 -2,074
238   498 -260
267   1,120 -853
177,668   75,765 101,903
322   256 66
432   499 -67
310   157 153
334   513 -179
369   168 201
517   374 143
845   755 90
394   76 318
467   261 206
435   112 323
2,372   717 1,655
665   114 551
577   249 328
1,566   456 1,110
1,191   861 330
18   24 -6
1,022   133 889
890   1,137 -247
1,034   133 901
340   124 216
340   122 218
41   29 12
44   45 -1
73   61 12
325   235 90
526   112 414
287   195 92
143   80 63
754   244 510
457   199 258
342   241 101
184   66 118
660   99 561
645   174 471
92   40 52
456   321 135
483   507 -24
510   67 443
410   337 73
234   40 194
853   336 517
234   77 157
19,339   18,089 1,250
30,661   28,004 2,657
1,356   1,552 -196
356   288 68
924   139 785
325   197 128
54   28 26
3,357   4,164 -807
571   112 459
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
      47,851
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       321
b       766
c       210
d       246
e       244
      748
      1,440
      422
      169
      502
      515
      -9
      -87
      -116
      -1,152
      459
      435
      -95
      -24
      -2,074
      -260
      -853
      101,903
      66
      -67
      153
      -179
      201
      143
      90
      318
      206
      323
      1,655
      551
      328
      1,110
      330
      -6
      889
      -247
      901
      216
      218
      12
      -1
      12
      90
      414
      92
      63
      510
      258
      101
      118
      561
      471
      52
      135
      -24
      443
      73
      194
      517
      157
      1,250
      2,657
      -196
      68
      785
      128
      26
      -807
      459
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 167,378
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 2,690
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 2,690
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 2,690
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 982
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.............. 7 982
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,708
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofPNC BANK NA Telephone no. (412) 768-9680

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		18,416    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,827,912
b
Average of monthly cash balances.......................
1b
69,626
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,897,538
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
1,897,538
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,463
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,869,075
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
93,454
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
93,454
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,690
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,690
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
90,764
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
90,764
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
90,764
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
88,761
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
88,761
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 90,764
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 84,878
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: $ 88,761
a Applied to 2024, but not more than line 2a 84,878
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..... 3,883
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 .......... 		86,881
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

CLEVELAND PUBLIC LIBRARY

325 SUPERIOR AVE
CLEVELAND,OH44114 		NONE   GENERAL SUPPORT 84,878
Total ................................. 3a 84,878
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 42,811  
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 ............ 		    18 167,378  
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) ..   210,189  
13Total. Add line 12, columns (b), (d), and (e)..................
13
210,189
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpStockSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Name of Stock End of Year Book Value End of Year Fair Market Value
114340102 AZENTA INC 1,640 965
115637209 BROWN FORMAN CORP CL 2,285 860
149150104 CATHAY GENERAL BANCO 1,149 1,597
153527205 CENTRAL GARDEN AND P 1,329 1,751
171484108 CHURCHILL DOWNS INC 6,614 6,827
172062101 CINCINNATI FINANCIAL 2,158 4,083
217204106 COPART INC 2,060 3,249
228903100 ARTIVION INC 815 1,733
249906108 DESCARTES SYS GROUP 622 1,490
256746108 DOLLAR TREE INC 6,260 8,488
379577208 GLOBUS MEDICAL INC A 1,573 2,619
440327104 HORACE MANN EDUCATOR 1,838 2,078
441593100 HOULIHAN LOKEY INC 591 2,264
451107106 IDACORP INC 1,371 1,645
513272104 LAMB WESTON HOLDING 2,832 1,885
603158106 MINERALS TECHNOLOGIE 1,327 1,524
651587107 NEW MARKET CORPORATI 2,212 4,124
668074305 NORTHWESTERN ENERGY 2,237 2,194
675234108 OCEANFIRST FINANCIAL 1,233 1,257
679580100 OLD DOMINION FGHT LI 1,495 2,509
691497309 OXFORD INDUSTRIES IN 974 513
703343103 PATRICK INDUSTRIES I 537 2,060
737446104 POST HOLDINGS INC-W 1,986 3,269
811707801 SEACOAST BANKING COR 1,575 2,074
826919102 SILICON LABORATORIES    
827048109 SILGAN HLDGS INC 1,550 1,655
830830105 CHAMPION HOMES INC 997 2,535
860630102 STIFEL FINL CORP 707 2,379
868459108 SUPERNUS PHARMACEUTI 1,434 2,584
882681109 TEXAS ROADHOUSE INC 626 1,992
925550105 VIAVI SOLUTIONS INC 1,308 2,138
929160109 VULCAN MATERIALS CO 2,383 5,134
01973R101 ALLISON TRANSMISSION 2,236 5,678
03076K108 AMERIS BANCORP 1,167 2,525
04247X102 ARMSTRONG WORLD INDU 2,774 7,262
04963C209 ATRICURE INC 1,266 1,859
05368V106 AVIENT CORPORATION 1,829 1,812
19247A100 COHEN & STEERS INC 1,274 1,381
29260V105 ENDAVA PLC- SPON ADR    
29362U104 ENTEGRIS, INC 4,555 5,224
37637Q105 GLACIER BANCORP INC 729 837
38526M106 GRAND CANYON EDUCATI 1,292 1,829
40637H109 HALOZYME THERAPEUTIC 726 1,615
42226A107 HEALTHEQUITY INC 850 1,649
44925C103 ICF INTERNATIONAL IN    
44930G107 ICU MED INC    
55261F104 M&T BK CORP 2,994 5,440
55405Y100 MACOM TECHNOLOGY SOL 466 3,597
58506Q109 MEDPACE HOLDINGS INC 223 1,123
60786M105 MOELIS & CO 1,531 4,743
63633D104 NATIONAL HEALTH INVS 1,190 1,298
67000B104 NOVANTA INC 1,718 2,142
69478X105 PACIFIC PREMIER BANC    
71944F106 PHREESIA INC 1,937 1,100
74164F103 PRIMORIS SERVICES CO 271 1,738
75524B104 RBC BEARINGS INC 1,008 2,691
78377T107 RYMAN HOSPITALITY PP 1,129 1,419
83088M102 SKYWORKS SOLUTIONS I    
85254J102 STAG INDUSTRIES INC 1,763 2,242
90278Q108 UFP INDUSTRIES INC 517 1,184
92337F107 VERACYTE INC 1,230 1,979
G8473T100 STERIS PLC 3,288 5,070
008492100 AGREE RLTY CORP 1,285 1,441
032095101 AMPHENOL CORP NEW 456 1,892
038336103 APTARGROUP INC 3,604 3,049
057665200 BALCHEM CORP CL B 1,092 1,687
058498106 BALL CORPORATION 4,721 3,602
099406100 BOOT BARN HOLDINGS I 293 1,588
453836108 INDEPENDENT BANK COR 1,245 1,389
46116X101 INTRA-CELLULAR THERA    
559663109 MAGNOLIA OIL & GAS C 769 1,401
576485205 MATADOR RESOURCES CO 1,226 1,570
68902V107 OTIS WORLDWIDE CORP- 3,400 4,455
76156B107 REVOLVE GROUP INC 891 725
904708104 UNIFIRST CORP 3,622 3,279
N00985106 AERCAP HOLDINGS NV 3,585 8,626
03969K108 ARCUTIS BIOTHERAPEUT 906 1,510
07831C103 BELLRING BRANDS INC-    
09058V103 BIOCRYST PHARMACEUTI 1,440 1,217
15872M104 CHAMPIONX CORPORATIO    
302492103 FLYWIRE CORP-VOTING    
45073V108 ITT INC 1,348 2,429
457669307 INSMED INC    
526107107 LENNOX INTERNATIONAL 1,955 4,370
73278L105 POOL CORP 3,840 2,745
78473E103 SPX TECHNOLOGIES 840 3,001
01749D105 ALLEGRO MICROSYSTEMS 1,261 1,134
03783C100 APPFOLIO INC - A 1,022 1,861
124805102 CBIZ INC 1,693 1,564
12504L109 CBRE GROUP INC 2,627 4,824
16115Q308 CHART INDUSTRIES INC    
264147109 DUCOMMUN INC 862 1,617
31620M106 FIDELITY NATIONAL IN 3,705 4,386
33748L101 FIRST WATCH RESTAURA 2,126 1,825
45827U109 INTAPP INC 1,723 2,199
49338L103 KEYSIGHT TECHNOLOGIE 3,964 5,080
87265H109 TRI POINTE HOMES INC 1,551 1,353
902788108 UMB FINL CORP 1,312 1,841
90337L108 U S PHYSICAL THERAPY 1,776 1,484
918090101 UTZ BRANDS INC 1,561 976
92846Q107 VITA COCO CO INC/THE 924 1,749
941848103 WATERS CORP 3,159 4,178
007973100 ADVANCED ENERGY INDS 1,321 2,512
00847X104 AGIOS PHARMACEUTICAL 1,192 1,225
043436104 ASBURY AUTOMOTIVE GR 1,260 1,395
05589G102 THE BALDWIN INSURANC    
116794108 BRUKER CORP 5,248 3,109
12763L105 CADRE HOLDINGS INC 1,562 1,756
22663K107 CRINETICS PHARMACEUT 1,266 1,350
22822V101 CROWN CASTLE INC    
292765104 ENERPAC TOOL GROUP C 1,716 1,491
431636109 HILLMAN SOLUTIONS CO 1,404 1,256
45378A106 INDEPENDENCE REALTY 1,359 1,189
505336107 LA Z BOY INC 958 857
674215207 CHORD ENERGY CORP 1,724 1,112
69913P105 PARAGON 28 INC    
71367G102 PERELLA WEINBERG PAR 642 830
80689H102 SCHNEIDER NATIONAL I 747 743
85205L107 SPRINGWORKS THERAPEU    
859241101 STERLING INFRASTRUCT 931 2,450
875372203 TANDEM DIABETES CARE 2,007 1,319
88023U101 SOMNIGROUP INTERNATI 4,143 7,321
88224Q107 TEXAS CAP BANCSHARES 1,124 1,268
88362T103 THERMON GROUP HOLDIN 1,583 1,932
G39108108 GATES INDUSTRIAL COR 1,110 1,181
008073108 AEROVIRONMENT INC 1,310 968
01644J108 ALKAMI TECHNOLOGY IN 1,521 1,453
02005N100 ALLY FINANCIAL INC 4,302 5,344
05352A100 AVANTOR INC 4,478 3,793
10806X102 BRIDGEBIO PHARMA INC 1,097 1,759
126402106 CSW INDUSTRIALS INC 1,497 1,761
197236102 COLUMBIA BKG SYS INC 1,570 1,481
204166102 COMMVAULT SYSTEMS IN 1,929 1,379
216648501 COOPER COS INC/THE 4,718 4,672
23282W605 CYTOKINETICS INC NEW 963 1,017
402635502 GULFPORT ENERGY CORP 1,313 1,456
52476L109 LEGENCE CORP-CL A 1,102 1,076
53220K504 LIGAND PHARMACEUTICA 999 945
64049M209 NEOGENOMICS INC 722 1,058
698884103 PAR TECHNOLOGY CORP/ 1,171 617
816850101 SEMTECH CORP 1,074 1,474
830940102 SKYWARD SPECIALTY IN 1,083 1,227
83418M103 SOLARIS ENERGY INFRA 913 1,747
90400D108 ULTRAGENYX PHARMACEU 1,064 851
G25457105 CREDO TECHNOLOGY GRO 783 719

TY 2025 InvestmentsOtherSchedule2
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 246,949 230,911
317609295 SEAFARER OVERSEAS GR AT COST 54,313 67,477
464287200 ISHARES CORE S&P 500 AT COST 131,353 413,704
464287499 ISHARES RUSSELL MID- AT COST 11,915 41,396
922908736 VANGUARD GROWTH AT COST 16,778 75,618
922908744 VANGUARD VALUE AT COST 28,705 64,364
0075W0759 EDGEWOOD GROWTH FUND AT COST 67,847 52,110
31423A671 FEDERATED HERMES INT      
38147X325 GLDMN SCHS ABS RTRN AT COST 90,266 97,147
411512478 HARBOR LARGE CAP VAL AT COST 73,869 97,380
552746364 MFS EMERGING MKTS DE AT COST 21,075 18,253
464287226 ISHARES CORE US AGGR AT COST 144,268 147,822
056823396 BAILLIE GIFFORD EMER AT COST 34,930 46,451
256206103 DODGE & COX INTERNAT AT COST 88,500 98,294
56170L885 HRDMN JHNSTN INTL GR AT COST 88,500 100,612

TY 2025 OtherDecreasesSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Description Amount
ROC ON CY SALES 32
PY RETURN OF CAPITAL ADJUSTMENT 296


TY 2025 OtherExpensesSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 32 32   0
STATE FILING FEES 200 0   200
INVESTMENT EXPENSES-DIVIDEND I 2 2   0


TY 2025 OtherIncreasesSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Description Amount
MUTUAL FUND TIMING ADJ 542
ROUNDING 3


TY 2025 OtherProfessionalFeesSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,213 1,213    


TY 2025 TaxesSchedule
Name:
ANNA M SCHWEINFURTH TE
EIN:
34-6511460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 326 326   0
FEDERAL TAX PAYMENT - PRIOR YE 588 0   0
FEDERAL ESTIMATES - PRINCIPAL 982 0   0
FOREIGN TAXES ON NONQUALIFIED 203 203   0