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
PHILO & SARAH BLAISDELL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 2 MAIN STREET
  Room/suite
City or town
BRADFORD
State or province
PA
Country  
ZIP or foreign postal code
16701
A Employer identification number

25-6035748
B Telephone number (see instructions)

8143626340
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)$13,254,603J 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) 24,909
2 Check .................
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 210,036 210,036  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 424,226
b Gross sales price for all assets on line 6a 2,498,959
7 Capital gain net income (from Part IV, line 2)... 424,226
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
751    
12 Total. Add lines 1 through 11........ 659,924 634,264  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,000 22,333   44,667
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,293     5,293
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,306 8,375   931
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
100,750 100,750    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,878 888    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,496 3,498   6,998
21 Travel, conferences, and meetings....... 2,521     2,521
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,954     37,455
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 256,198 135,844   97,865
25 Contributions, gifts, grants paid....... 651,002 651,002
26 Total expenses and disbursements. Add lines 24 and 25 ................ 907,200 135,844   748,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -247,276
b Net investment income (if negative, enter -0-) 498,420
c Adjusted net income (if negative, enter -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............. 36,104 32,256 32,256
2 Savings and temporary cash investments......... 94,699 120,933 120,933
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,364,693 Click to see attachment
List of Attached Documents:
// Content
1,455,963 		1,419,172
b Investments—corporate stock (attach schedule)....... 4,749,394 Click to see attachment
List of Attached Documents:
// Content
4,931,912 		8,103,570
c Investments—corporate bonds (attach schedule)....... 4,140,606 Click to see attachment
List of Attached Documents:
// Content
3,598,208 		3,578,672
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 10,385,496 10,139,272 13,254,603
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 ) Click to see attachment
List of Attached Documents:
// Content
30,493 		Click to see attachment
List of Attached Documents:
// Content
31,545
23 Total liabilities (add lines 17 through 22)......... 30,493 31,545
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........... 10,355,003 10,107,727
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........    
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)..... 10,355,003 10,107,727
30 Total liabilities and net assets/fund balances (see instructions). 10,385,496 10,139,272
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
10,355,003
2
Enter amount from Part I, line 27a .....................
2
-247,276
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,107,727
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,107,727
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(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 2,452,033   2,030,677 421,356
b 46,926   44,056 2,870
c
d
e
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       421,356
b       2,870
c
d
e
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 2 424,226
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 2,870
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 6,928
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  
3 Add lines 1 and 2........................... 3 6,928
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,928
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,900
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,900
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 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 32
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 tax   Refunded 11  
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 ofRONALD L ORRIS Telephone no. (814) 362-6340

Located at2 MAIN STREET SUITE 410BRADFORDPA ZIP+416701
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
 
 
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
RICHARD E MCDOWELL TRUSTEE
1.00 		0 0 0
19 SCHOOL STREET
BRADFORD,PA16701
GRANT B DUKE TRUSTEE
1.00 		0 0 0
407 MINARD RUN ROAD
BRADFORD,PA16701
GEORGE B DUKE CHAIRMAN
1.00 		0 0 0
580 EAST MAIN STREET
BRADFORD,PA16701
HARRIETT B WICK TRUSTEE
1.00 		0 0 0
232 INTERSTATE PARKWAY
BRADFORD,PA16701
MARK A PAUP TRUSTEE
1.00 		0 0 0
157 GRANDVIEW DRIVE
KANE,PA16735
RONALD L ORRIS EXECUTIVE DI
35.00 		67,000 0 0
2 MAIN STREET SUITE 410
BRADFORD,PA16701
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...................  
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 arrow  
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 N/A  
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
12,707,096
b
Average of monthly cash balances.......................
1b
252,888
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,959,984
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
12,959,984
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
194,400
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,765,584
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
638,279
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
638,279
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,928
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,928
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
631,351
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
631,351
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
631,351
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
748,867
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
748,867
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 7 631,351
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 84,882
d From 2023...... 8,970
e From 2024...... 45,130
f Total of lines 3a through e ........ 138,982
4Qualifying distributions for 2025 from Part
XI, line 4: $ 748,867
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 631,351
e Remaining amount distributed out of corpus 117,516
5 Excess distributions carryover applied to 2025.    
(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 5 256,498
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		256,498
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 84,882
c Excess from 2023 .... 8,970
d Excess from 2024 .... 45,130
e Excess from 2025 .... 117,516
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 e-mail address of the person to whom applications should be addressed:
RON L ORRIS
2 MAIN ST SUITE 410
BRADFORD,PA16701
(814) 362-6340
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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
ABBIE MCKIERNEN


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE WHILE CHILD IN HOSPITAL 700
GERALD CLARK


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE AFTER HOUSE FIRE 500
JON ALEXANDER


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE WITH FUNERAL EXPENSES 700
LORI SISLER


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE FOR CANCER TREATMENT 500
LOU COLTS


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE DURING ILLNESS 500
MARTHA ROASE


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE AFTER HOUSE FIRE 500
MARTIN CAUSER


78 MAIN STREET 1ST FLOOR
BRADFORD,PA16701 		NONE   SENIOR EXPO 300
PAT MILBRANT


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE DURING ILLNESS 500
SANDRA SHERWOOD


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE DURING CANCER TREATMENTS 500
TRAVIS WALTER


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE WITH FUNERAL EXPENSES 500
JEFF FIERO


UNAVAILABLE
BRADFORD,PA16701 		NONE   MEMORIAL 500
JEFF JOHNSON


UNAVAILABLE
BRADFORD,PA16701 		NONE   MEMORIAL 200
VONNIE CLARK


UNAVAILABLE
BRADFORD,PA16701 		NONE   ASSISTANCE AFTER HOUSE FIRE 500

CITY OF BRADFORD POLICE DEPARTMENT

18 KENNEDY ST
BRADFORD,PA16701 		    911 TOY EXPRESS DONATION 1,000

ALLEGHENY HIGHLANDS COUNCIL BSA

50 HOUGH HILL RD
FALCONER,NY14733 		    YOUTH SCOUTING 500

BIG 30 ATHLETIC CORPORATION

202 ALLEGANY AVENUE
COUDERSPORT,PA16915 		    FOR INSURANCE COVERAGE 1,700

FOSTER BROOK CREAMERY

9 DERRICK ROAD
BRADFORD,PA16701 		    BOO BASH EVENT 500

BOY SCOUT TROOP 512

UNAVAILABLE
BRADFORD,PA16701 		    YOUTH SCOUTING 450

BRADFORD AMERICAN LEGION

210 W WASHINGTON ST
BRADFORD,PA16701 		    DONATION FOR WREATH AT CHRISTMAS 5,500

BRADFORD AREA ALLIANCE

80 E CORYDON ST
BRADFORD,PA16701 		    LOCAL ECONOMIC REVITALIZATION 130,500

BRADFORD AREA CHAMBER OF COMMERCE

62 MAIN STREET STE 1
BRADFORD,PA16701 		    ECONOMIC DEVELOPMENT 5,000

BRADFORD HIGH SCHOOL FOOTBALL BOOST

150 LORANA AVE
BRADFORD,PA16701 		    YOUTH SPORTS 300

MUSIC OWLS BOOSTER CLUB

150 LORANA AVE
BRADFORD,PA16701 		    YOUTH MUSICAL PROGRAM 1,300

BRADFORD AREA PUBLIC LIBRARY

67 WEST WASHINGTON ST
BRADFORD,PA16701 		    PUBLIC LIBRARY OPERATIONS 10,000

BRADFORD CITY FIRE DEPARTMENT

25 CHESTNUT STREET
BRADFORD,PA16701 		    FIRE PROTECTION 1,000

BRADFORD CLASS OF 2025

150 LORANA AVE
BRADFORD,PA16701 		    GENERAL OPERATIONS 300

BRADFORD CLUB INC

32-40 BOYLSTON STREET
BRADFORD,PA16701 		    CHRISTMAS EVENT 150

BRADFORD COMM PRIDE LIONS CLUB

79 MECHANIC STREET
BRADFORD,PA16701 		    FISH DERBY FOR CHILDREN 500

BRADFORD CREATIVE AND PERFORMING AR

119 MAIN STREET
BRADFORD,PA16701 		    GENERAL OPERATIONS 11,500

BRADFORD ECUMENICAL HOME

100 ST FRANCIS DR
BRADFORD,PA16701 		    NURSING CARE 100

BRADFORD EXCHANGE CLUB

UNAVAILABLE
BRADFORD,PA16701 		    GENERAL OPERATIONS 1,000

BRADFORD VOLUNTEER FIRE DEPARTMENT

368 INTERSTATE PARKWAY
BRADFORD,PA16701 		    FIRE PROTECTION 500

BRADFORD HOSPITAL FOUNDATION

116 INTERSTATE PARKWAY
BRADFORD,PA16701 		    MEALS ON WHEELS PROGRAM 35,000

BRADFORD LANDMARK SOCIETY

45 E CORYDON ST
BRADFORD,PA16701 		    TENT FOR 4TH OF JULY 885

BRADFORD LITTLE THEATRE

18 WELCH AVE
BRADFORD,PA16701 		    THEATRE PROGRAMS 2,000

BRADFORD OWLS BASKETBALL

150 LORANA AVE
BRADFORD,PA16701 		    YOUTH SPORTS 900

BRADFORD OWL SOCCER

150 LORANA AVE
BRADFORD,PA16701 		    YOUTH SPORTS 300

BRADFORD OWLS WRESTLING BOOSTERS CL

826 INTERSTATE PARKWAY
BRADFORD,PA16701 		    YOUTH SPORTS 300

BRADFORD CITY POLICE DEPARTMENT

18 KENNEDY ST
BRADFORD,PA16701 		    POLICE DOG 2,500

BRADFORD PUMPKIN FEST

33 MAIN STREET
BRADFORD,PA16701 		    MAIN STREET FESTIVAL 1,000

BRADFORD RAPTORS YOUTH FOOTBALL

45 BELLEVIEW AVENUE
BRADFORD,PA16701 		    YOUTH SPORTS 300

BRADFORD REGIONAL LITTLE LEAGUE

9 BIGLEY AVE
BRADFORD,PA16701 		    YOUTH SPORTS 1,000

BRADFORD HOSPITAL AUXILIARY INC

116 INTERSTATE PARKWAY
BRADFORD,PA16701 		    NURSING SCHOLARSHIPS 500

ROTARY CLUB OF BRADFORD

PO BOX 223
BRADFORD,PA16701 		    CHILDREN COSTS AND BOOTS 4,000

YMCA OF OLEAN NY AND BRADFORD PA

1101 WAYNE STREET
OLEAN,NY14760 		    BRADFORD YOUTH SWIMMING PROGRAM 13,000

BRIGHT ALTERNATIVES INC

3 MECHANIC STREET
BRADFORD,PA16701 		    SUPPORT WOMEN PREGANCY & CHILDCARE 7,000

CAMP PENUEL EAST

PO BOX 510
ELDRED,PA16731 		    CHRISTIAN YOUTH CAMPING 2,000

CARE FOR CHILDREN

723 EAST MAIN STREET
BRADFORD,PA16701 		    CHILDREN CARE PROGRAMS 10,500

CASA OF MCKEAN COUNTY

500 WEST MAIN STREET
SMETHPORT,PA16749 		    COURT APPOINTED SPECIAL ADVOCATE PRO 4,000

BRADFORD CHAMBER FOUNDATION

62 MAIN STREET STE1
BRADFORD,PA16701 		    CHARITABLE AUCTION 2,500

CITY OF BRADFORD

24 KENNEDY ST 1
BRADFORD,PA16701 		    ELECTRICIAN VAN PURCHASE 30,000

COMMUNITY OF TRANSFORMATION BRADFOR

23 CHAMBER STREET
BRADFORD,PA16701 		    ASSITANCE FOR INDIVIDUALS IN POVERTY 500

COMMUNITY FOUNDATION N ALLEGHENIES

32 SOUTH SAINT MARYS ST
SAINT MARYS,PA15857 		    GOLF TOURNAMENT 500

BRADFORD OWLS CROSS COUNTRY BOOSTER

150 LORANA AVE
BRADFORD,PA16701 		    YOUTH SPORTS 300

MCKEAN COUNTY DEP OF HUMAN SERVICES

17155 ROUTE 6
SMETHPORT,PA16749 		    HUMAN SERVICES PROGRAMS 500

DERRICK CITY VOLUNTEER FIRE DEPART

451 DERRICK ROAD
DERRICK CITY,PA16727 		    FIRE PROTECTION 500

DESTINATIONS BRADFORD

1 MAIN STREET
BRADFORD,PA16701 		    ASSITANCE WITH THE NEEDY 20,000

DOWNTOWN BRADFORD REVITALIZATION CO

PO BOX 490
BRADFORD,PA16701 		    DONATION FOR FLOWERS FOR MAINT ST 1,500

DOWNTOWN BRADFORD BUS DIST AUTH

24 KENNEDY STREET
BRADFORD,PA16701 		    DONATION FOR DOWNTOWN FLOWERS 2,500

ELDRED WORLD WAR II MUSEUM INC

PO BOX 273
ELDRED,PA16731 		    WORLD WAR II EDUCATION 1,500

ERAS LESS FORTUNATE FUND

PO BOX 287
BRADFORD,PA16701 		    GIFTS FOR QUALIFIED CHILDREN 6,240

EVERGREEN ELM INC

50 MAIN ST
BRADFORD,PA16701 		    PROGRAMS FOR ADULTS WITH MENTAL DISA 10,000

ITALIAN AMERICAN CLUB

16 FESTIVAL WAY
BRADFORD,PA16701 		    ITALIAN FESTIVAL 3,000

FIRST NIGHT BRADFORD

PO BOX 706
BRADFORD,PA16701 		    NYE ARTS EVENT 3,000

FLOYD FRETZ MIDDLE SCHOOL

140 LORANA AVE
BRADFORD,PA16701 		    BACKPACK PROGRAM 500

FOOTREST VOLLEYBALL TOURNAMENT

299 BIG SHANTY RD
LEWIS RUN,PA16738 		    VOLLEYBALL TOURNAMENT 300

UNIVERSITY OF PITTSBURGH BRADFORD

300 CAMPUS DRIVE
BRADFORD,PA16701 		    FRIENDS OF HANLEY LIBRARY 500

FRIENDSHIP TABLE

21 EAST CORYDON STREET
BRADFORD,PA16701 		    FEEDING THE HUNGRY 18,260

FUTURES REHABILITATION CENTER INC

1 FUTURES WAY
BRADFORD,PA16701 		    BUILDING PURCHASE 50,500

GIRLS YOUTH BASKETBALL LEAGUE

UNAVAILABLE
BRADFORD,PA16701 		    YOUTH SPORTS 600

GOLF FORE HEROES

UNAVAILABLE
BRADFORD,PA16701 		    GOLF TOURNAMENT 2,500

JACK ALVITI MEMORIAL FUND

UNAVAILABLE
BRADFORD,PA16701 		    SCHOLARSHIP FUNDING 500

BEACON LIGHT BEHAVIORAL HEALTH

47 BEACON LIGHT WAY
BRADFORD,PA16701 		    ASSIST INDIVIDUALS WITH DISABILITIES 10,000

KIDS AND CANCER BENEFIT

PO BOX 1299
BRADFORD,PA16701 		    ASSISTANCE WITH FUNDRAISING EVENTS 7,000

KINZUA OUTDOORS

3389 W WASHINGTON ST
BRADFORD,PA16701 		    FISHING DERBY FOR CHILDREN 500

KIWANIS CLUB OF BRADFORD

PO BOX 183
BRADFORD,PA16701 		    MOVIES FOR KIDS 1,580

LEEK HUNTING AND MOUNTAIN PRESERVE

494 STATE ROUTE 244 EAST
OSWAYO,PA16915 		    DISABLED VETERANS OUTDOOR ACTIVITIES 3,000

LITTLE SLUGGERS

UNAVAILABLE
BRADFORD,PA16701 		    YOUTH SPORTS 500

MATTRESSES ACROSS MCKEAN COUNTY

PO BOX 985
BRADFORD,PA16701 		    MATTRESSES FOR CHILDREN 1,000

MCKEAN COUNTY ANIMAL HOSPITAL

258 SEAWARD AVE
BRADFORD,PA16701 		    DONATION FOR SICK PET 187

MCKEAN COUNTY HISTORICAL SOCIETY

500 WEST MAIN STREET
SMETHPORT,PA16749 		    HISTORICAL PRESERVATION 100

MCKEAN COUNTY DETECTIVE BUREAU

500 WEST MAIN STREET
SMETHPORT,PA16749 		    K-9 UNIT 2,000

MCKEAN COUNTY SPECIAL OLYMPICS

PO BOX 106
BRADFORD,PA16701 		    SPORTS FOR DISABLED INDIVIDUALS 1,000

TRAIL ASSOC OF THE MCKEAN ELK DIVI

PO BOX 326
KANE,PA16735 		    WILDERNESS TRAIL CREATION 500

NATIONAL NIGHT OUT

UNAVAILABLE
BRADFORD,PA16701 		    COMMUNITY BUILDING CAMPAIGN 500

OAK HILL CEMETARY ASSOCIATION OF BR

212 E MAIN ST
BRADFORD,PA16701 		    CEMETERY UPKEEP 1,000

CITY OF BRADFORD OECD

20 RUSSELL BLVD
BRADFORD,PA16701 		    ENGINEERING STUDY AND MAINTENANCE 100,000

BRADFORD PUMPKIN FEST

33 MAIN STREET
BRADFORD,PA16701 		    ASSISTANCE WITH PUMPKIN FESTIVAL 4,000

AMERICAN CANCER SOCIETY

95 MAIN ST
BRADFORD,PA16701 		    RELAY FOR LIFE 1,000

LEADERSHIP MCKEAN COUNTY

80 EAST CORYDON
BRADFORD,PA16701 		    RISE PROGRAMMING 1,000

ROTARY CLUB OF BRADFORD

PO BOX 223
BRADFORD,PA16701 		    GENERAL PROGRAMS 1,000

SALVATION ARMY

111 JACKSON AVE
PO BOX 314
BRADFORD,PA16701 		    RED KETTLE FUND 8,800

SCHOOL ST ELEMENTARY SCHOOL

76 SCHOOL STREET
BRADFORD,PA16701 		    ICE CREAM SOCIAL AND BACKPACK PROG. 1,500

SECOND HARVEST FOOD BANK OF NW PA

1507 GRIMM DRIVE
ERIE,PA16501 		    FOOD BANK PROGRAMMING 250

AMERICAN LEGION POST 108

210 W WASHINGTON ST
BRADFORD,PA16701 		    GENERAL OPERATIONS 500

BRADFORD CREATIVE AND PERFORMING AR

119 MAIN STREET
BRADFORD,PA16701 		    ARTS FOR INDIVIDUALS WITH DISABILITY 500

MCKEAN COUNTY SPCA

80 GLENWOOD AVENUE
BRADFORD,PA16701 		    ANIMAL SHELTER 7,500

MCKEAN COUNTY SPCA

80 GLENWOOD AVENUE
BRADFORD,PA16701 		    GOLF TOURNAMENT 3,000

ST JUDE'S HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    GENERAL OPERATIONS 1,300

BEACON LIGHT BEHAVIORAL HEALTH

47 BEACON LIGHT WAY
BRADFORD,PA16701 		    SHORT-TERM ADOLESCENT RECOVERY 500

STREET DREAMS CAR CLUB

UNAVAILABLE
BRADFORD,PA16701 		    ANNUAL CAR SHOW 1,000

TERRY REILY MEMORIAL GOLF

UNAVAILABLE
BRADFORD,PA16701 		    GOLF TOURNAMENT 1,000

BRADFORD LEARNING CENTER

90 JACKSON AVE
BRADFORD,PA16701 		    NEW PLAYGROUND 15,000

THE PITTSBURGH FOUNDATION

912 FT DUQUESNE BLVD 10FL
PITTSBURGH,PA15222 		    SCHOLARSHIP PROGRAM 1,000

TOM BROWN MEMORIAL SCHOLARSHIP FUND

125 LAFFERTY HOLLOW ROAD
BRADFORD,PA16701 		    GOLF TOURNAMENT 500

KIDS AND CANCER BENEFIT

PO BOX 1299
BRADFORD,PA16701 		    TONY DOLAN MEMORIAL FUNDRAISER 1,000

TUNA VALLEY TRAIL ASSOCIATION

PO BOX 1003
BRADFORD,PA16701 		    OUTDOOR TRAIL MAINTENANCE 1,500

UNITED WAY OF BRADFORD AREA INC

161 MAIN ST
BRADFORD,PA16701 		    COMMUNITY BUILDING 12,200

BRADFORD EDUCATIONAL FOUNDATION

300 CAMPUS DRIVE
BRADFORD,PA16701 		    SUPPORT UNIVERSITY OF PITT BRADFORD 25,000

UNIVERSITY OF PITTSBURGH BRADFORD

300 CAMPUS DRIVE
BRADFORD,PA16701 		    CLAY SHOOTING TOURN. & MUSEUM UPKEEP 900

VFW POST 212

94 BARBOUR ST
BRADFORD,PA16701 		    SCHOLARSHIPS 500

FRATERNAL ORDER OF POLICE

18 KENNEDY STREET
BRADFORD,PA16701 		    FUNDRAISING EVENTS 500

WILLOW CREEK SNOWMOBILE CLUB INC

PO BOX 50
BRADFORD,PA16701 		    TRAIL MAINTENANCE 5,000

WILLOW CREEK SPORTSMANS CLUB

3307 W WASHINGTON ST
BRADFORD,PA16701 		    CONSERVATION OF NATURAL HABITATS 500

YMCA OF OLEAN NY AND BRADFORD PA

1101 WAYNE STREET
OLEAN,NY14760 		    BRADFORD LOCATION GENERAL OPERATIONS 4,000

YWCA OF BRADFORD

21 ELM STREET
BRADFORD,PA16701 		    ANNUAL AWARD LUNCHEON 1,000

ZONTA INTERNATIONAL

PO BOX 743
BRADFORD,PA16701 		    WOMEN ADVOCACY 1,100
Total ................................. 3a 651,002
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 ........... 		    14 2  
4 Dividends and interest from securities ....     14 210,036  
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 ............ 		    18 424,226  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSALE OF BOOKS 		    25 751  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   635,015  
13Total. Add line 12, columns (b), (d), and (e)..................
13
635,015
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
PHILO & SARAH BLAISDELL FOUNDATION
 
Employer identification number

25-6035748
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
PHILO & SARAH BLAISDELL FOUNDATION
  		Employer identification number
25-6035748
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WR CASE SONS CUTLERY CO
50 OWENS WAY
 
BRADFORD, PA16701

$ 22,571


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
PHILO & SARAH BLAISDELL FOUNDATION
  		Employer identification number

25-6035748
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
PHILO & SARAH BLAISDELL FOUNDATION
  		Employer identification number

25-6035748
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,306 8,375   931

TY 2025 InvestmentsCorpBondsSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 3,598,208 3,578,672

TY 2025 InvestmentsCorpStockSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 4,931,912 8,103,570

TY 2025 InvestmentsGovtObligationsSch
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
US Government Securities - End of Year Book Value:

1,455,963
US Government Securities - End of Year Fair Market Value:

1,419,172
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 OtherExpensesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INSURANCE 5,233     5,233
ADVERTISING 4,957     4,957
OFFICE EXPENSES 27,265     27,265
MISCELLANEOUS EXPENSE 7,499      


TY 2025 OtherIncomeSchedule2
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SALE OF BOOKS 751    


TY 2025 OtherLiabilitiesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 2,378 907
DEPOSITS BELONGING TO OTHERS 28,115 30,638


TY 2025 OtherProfessionalFeesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 100,750 100,750    


TY 2025 TaxesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 888 888    
EXCISE TAX 14,990