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
SCHWAB-SILFEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 100 TECH DRIVE
  Room/suite
City or town
HARRISBURG
State or province
PA
Country  
ZIP or foreign postal code
17112
A Employer identification number

23-6401901
B Telephone number (see instructions)

7172338083
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)$13,366,955J 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) 712,169
2 Check .................
3 Interest on savings and temporary cash investments 1,865 1,865  
4 Dividends and interest from securities... 260,779 260,779  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 570,991
b Gross sales price for all assets on line 6a 917,306
7 Capital gain net income (from Part IV, line 2)... 570,991
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
1,750    
12 Total. Add lines 1 through 11........ 1,547,554 833,635  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,600 2,580   6,020
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,313 4,313    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,386 21,979   3,407
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,299 28,872   9,427
25 Contributions, gifts, grants paid....... 801,087 801,087
26 Total expenses and disbursements. Add lines 24 and 25 ................ 839,386 28,872   810,514
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 708,168
b Net investment income (if negative, enter -0-) 804,763
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............. 70,724 197,097 197,097
2 Savings and temporary cash investments......... 75,616 124,479 124,479
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)      
b Investments—corporate stock (attach schedule)....... 7,257,202 Click to see attachment
List of Attached Documents:
// Content
7,744,777 		13,042,779
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)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,600 		Click to see attachment
List of Attached Documents:
// Content
2,600 		Click to see attachment
List of Attached Documents:
// Content
2,600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,406,142 8,068,953 13,366,955
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........ 7,406,142 8,068,953
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)..... 7,406,142 8,068,953
30 Total liabilities and net assets/fund balances (see instructions). 7,406,142 8,068,953
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
7,406,142
2
Enter amount from Part I, line 27a .....................
2
708,168
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,114,310
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
45,357
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,068,953
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 6.587 SH CAPITAL WORLD BOND FUND P    
b 131.343 SH CAPITAL INCOME BUILDER FD P    
c 197 SH ISHARES INC P    
d 98,000 SH ALLSPRING GOVERNMENT MMK P    
e 130 SH EXXON MOBILE CORP P    
253 SH VANGUARD INTL EQUITY INDEX FD P    
1359.186 SH INVESCO RISING DIVIDENDS P    
334.468 SH FUNDAMENTAL INVS INC P    
26 SH VANGUARD MID CAP FUND P    
1205.663 SH INVESCO STEELPATH MLP AL P    
16 SH GE VERNOVA LLC P    
92 SH ISHARES FUND P    
200 SH APPLE INC P    
34 SH GE AEROSPACE NEW P    
145.526 SH CAPITAL WORLD BOND FUND P    
213.597 SH INTL GROWTH & INCOME FUND P    
20 SH CUMMINS INC P    
98.01 SH INVESTMENT CO AMERICA P    
160 SH SER SOLUTIONS DEFIANCE CON P    
112 SH JPMORGAN CHASE & CO P    
12 SH GOLDMAN SACHS GROUP INC P    
100 SH MICROSOFT CORP P    
64.415 SH INVESTMENT CO AMERICA P    
143.387 SH NEW PERSPECTIVE FUND P    
90 SH ISHARES NASDAQ BIOTECHNOLOGY P    
367.568 SH NEW WORLD FUND P    
60 SH MICROSOFT CORP D    
196.891 SH SMALLCAP WORLD FUND P    
678.976 SH THE NEW ECONOMY FUND P    
337 SH ISHARES S & P 500 GROWTH FUND P    
1381.322 SH INVESCO RISING DIVIDENDS P    
65 SH ISHARES S & P 500 VALUE FUND P    
1027.403 SH INVESCO EQV INTL EQUITY P    
125 SH ISHARES CORE S & P 500 MID FD 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 107   106 1
b 10,000   5,787 4,213
c 12,910   12,773 137
d 98,000   98,000  
e 15,089   1,086 14,003
13,584   13,295 289
37,918   25,361 12,557
30,000   10,434 19,566
7,591   5,802 1,789
10,000   14,998 -4,998
10,272   267 10,005
22,949   5,161 17,788
54,455   4,152 50,303
10,188   559 9,629
2,374   2,346 28
10,000   5,407 4,593
9,993   1,653 8,340
6,034   2,719 3,315
10,019   6,052 3,967
35,127   1,256 33,871
10,565   4,563 6,002
48,656   259 48,397
3,966   1,926 2,040
10,000   3,473 6,527
15,025   7,839 7,186
35,000   15,159 19,841
29,193   70 29,123
15,000   5,443 9,557
50,000   18,421 31,579
40,877   21,571 19,306
37,082   18,849 18,233
13,743   9,248 4,495
25,000   15,668 9,332
8,297   6,612 1,685
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       1
b       4,213
c       137
d        
e       14,003
      289
      12,557
      19,566
      1,789
      -4,998
      10,005
      17,788
      50,303
      9,629
      28
      4,593
      8,340
      3,315
      3,967
      33,871
      6,002
      48,397
      2,040
      6,527
      7,186
      19,841
      29,123
      9,557
      31,579
      19,306
      18,233
      4,495
      9,332
      1,685
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 2 570,991
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 1
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 11,186
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 11,186
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 11,186
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 956
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.............. 7 956
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 75
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 10,305
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 ofMICHAEL SCHWAB Telephone no. (717) 233-8083

Located at100 TECH DRIVEHARRISBURGPA ZIP+417112
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
ISRAEL SCHWAB DECEASED JAN 2026 PRESIDENT
1.00 		0 0 0
100 TECH DRIVE
HARRISBURG,PA17112
ANDREW SCHWAB SEC/TREAS
0.00 		0 0 0
100 TECH DRIVE
HARRISBURG,PA17112
MICHAEL SCHWAB TRUSTEE
1.00 		0 0 0
100 TECH DRIVE
HARRISBURG,PA17112
DANIEL SCHWAB TRUSTEE
0.00 		0 0 0
100 TECH DRIVE
HARRISBURG,PA17112
AMY SILFEN TRUSTEE
0.00 		0 0 0
100 TECH DRIVE
HARRISBURG,PA17112
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
11,922,388
b
Average of monthly cash balances.......................
1b
211,300
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,133,688
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
12,133,688
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
182,005
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,951,683
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
597,584
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
597,584
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,186
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,186
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
586,398
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
586,398
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
586,398
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
810,514
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
810,514
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 7 586,398
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...... 57,037
b From 2021...... 264,535
c From 2022...... 113,200
d From 2023...... 176,583
e From 2024...... 61,195
f Total of lines 3a through e ........ 672,550
4Qualifying distributions for 2025 from Part
XI, line 4: $ 810,514
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..... 586,398
e Remaining amount distributed out of corpus 224,116
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 5 896,666
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) ... 		57,037
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		839,629
10 Analysis of line 9:
a Excess from 2021 .... 264,535
b Excess from 2022 .... 113,200
c Excess from 2023 .... 176,583
d Excess from 2024 .... 61,195
e Excess from 2025 .... 224,116
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:
MICHAEL SCHWAB
100 TECH DRIVE
HARRISBURG,PA17112
(717) 233-8083
bThe form in which applications should be submitted and information and materials they should include:
A LETTER STATING REQUEST FOR FUNDS AND EXPLANATION OF NEED.
cAny submission deadlines:
APPLICATIONS ARE ACCEPTED AT ANY TIME.
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

ADOPT A COP BJJ

200 TINTERN COURT
SUITE 111
CHESAPEAKE,VA23320 		N/A   ORGANIZATION'S EXEMPT PURPOSE 250

A GIFT OF SMILES

4509 UNION DEPOSIT ROAD
HARRISBURG,PA17111 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

ALEX'S LEMONADE STAND FOUNDATION

333 E LANCASTER AVENUE
414
WYNNEWOOD,PA19096 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,071

ALZHEIMER'S ASSOCIATION

2595 INTERSTATE DRIVE
SUITE 100
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

AMERICAN CANCER SOCIETY

PO BOX 897
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 6,800

AMERICAN FOUNDATION OF SUICIDE
PREVENTION
199 WATER STREET
NEW YORK,NY10038 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

AMERICAN FRIENDS OF MAGEN
DAVID ADAM
20 W 36TH STREET
NEW YORK,NY10018 		N/A   ORGANIZATION'S EXEMPT PURPOSE 6,100

AMERICAN HEART ASSOCIATION

4250 CRUMS MILL ROAD
HARRISBURG,PA17112 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,800

ANTHONY'S WAY THE ROAD TO KINDNESS

444 SANDMAN DRIVE
KURE BEACH,NC28449 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

ART ASSOCIATION OF HARRISBURG

21 N FRONT STREET
HARRISBURG,PA17101 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,500

ASHLEY'S ANGELS OF FLORIDA

PO BOX 51
ARCADIA,WI54612 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

BALTIMORE LEADERSHIP SCHOOL FOR
YOUNG WOMEN
28 W FRANKLIN STREET
BALTIMORE,MD21201 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

BETH EL CONGREGATION

8101 PARK HEIGHTS AVENUE
BALTIMORE,MD21208 		N/A   ORGANIZATION'S EXEMPT PURPOSE 6,000

BETH EL TEMPLE

2637 N FRONT STREET
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 15,900

BIG BROTHERS BIG SISTERS

1519 N 3RD STREET
HARRISBURG,PA17102 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FL
NEW YORK,NY10017 		N/A   ORGANIZATION'S EXEMPT PURPOSE 127,216

BLACK & WHITE PARTY

PO BOX 60703
HARRISBURG,PA17106 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

BLESSED TO GIVE INC

2440 IONOFF ROAD
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 600

BLOOD CANCER UNITED

1201 15TH STREET NW
SUITE 410
WASHINGTON,DC20005 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,000

CAPITAL AREA SCIENCE & ENGINEERING
FAIR
103 NEWPORT ROAD
DUNCANNON,PA17020 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

CENTRAL PA ANIMAL ALLIANCE

180 WALDEN WAY
MECHANICSBURG,PA17050 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

CENTRAL PA YOUTH BALLET

5 N ORANGE STREET 3
CARLISLE,PA17013 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

CHABAD JEWISH CENTER OF ROYAL PALM
BEACH
129 SPARROW DRIVE
ROYAL PALM BEACH,FL33411 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

CHATHAM UNIVERSITY

WOODLAND ROAD
PITTSBURGH,PA15232 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

CHILDREN'S MIRACLE NETWORK

1249 COCOA AVE SUITE 115
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,500

CHISUK EMUNA CONGREGATION

3219 GREEN STREET
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,500

CITY OF HOPE

1500 E DUARTE ROAD
DUARTE,CA91010 		N/A   ORGANIZATION'S EXEMPT PURPOSE 8,000

CHOP FOUNDATION

PO BOX 781352
PHILADELPHIA,PA19178 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,500

COMMUNITY OUTREACH CENTER

21 REMSEN AVENUE
SUITE 201
MONSEY,NY10952 		N/A   ORGANIZATION'S EXEMPT PURPOSE 10,000

DANIEL B ALLANOFF FOUNDATION

PO BOX 404
LAFAYETTE HILL,PA19444 		N/A   ORGANIZATION'S EXEMPT PURPOSE 3,500

DAUPHIN COUNTY COMMUNITY FUND

100 FORT HUNTER ROAD
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

DREAM

1630 SAN PABLO AVENUE
4TH FLOOR
OAKLAND,CA94612 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

EASTERSEALS

2550 KINGSTON ROAD
SUITE 219
YORK,PA17402 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

ED SNIDER YOUTH HOCKEY & EDUCATION

100 W OXFORD STREET
PHILADELPHIA,PA19122 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

EXPLORE & MORE - THE RALPH C
WILSON JR CHILDREN'S MUSEUM
130 MAIN STREET
BUFFALO,NY14202 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

FAIRLEIGH DICKINSON UNIVERSITY

1000 RIVER ROAD H-DH3-12
TEANECK,NJ07666 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,500

FOUR DIAMONDS

1249 COCOA AVE SUITE 115
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

FRIENDS OF UNITED HATZALAH

442 5TH AVENUE
SUITE 1866
NEW YORK,NY10018 		N/A   ORGANIZATION'S EXEMPT PURPOSE 37,800

FRIENDS OF YASHAR L'CHAYAL INC

20 CHALMERS ROAD
EAST BRUNSWICK,NJ08816 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,500

GARY SINISE FOUNDATION

PO BOX 368
WOODLAND,CA91365 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,500

GIRL SCOUTS IN THE HEART OF
PENNSYLVANIA
4640 TRINDLE ROAD
CAMP HILL,PA17011 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

GREATER HARRISBURG AREA NAACP

PO BOX 2757
HARRISBURG,PA17105 		N/A   ORGANIZATION'S EXEMPT PURPOSE 800

GREENLIGHT OPERATION

PO BOX 229
LEMOYNE,PA17043 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,000

GRETNA THEATRE

PO BOX 578
MT GRETNA,PA17064 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

HABITAT FOR HUMANITY OF THE GREATER
HARRISBURG AREA
4109 DERRY STREET
HARRISBURG,PA17111 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,000

HARRISBURG AREA LEARNING ACADEMY
INC
801 EAST PARK DRIVE
SUITE 105
HARRISBURG,PA17111 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

HARRISBURG TOOL LIBRARY

1314A N 3RD STREET
HARRISBURG,PA17102 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

HEALTHY STEPS DIAPER BANK

4075 LINGLESTOWN ROAD
HARRISBURG,PA17112 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

HELPING THE HARRISBURG FAMILY INC

413 W GRANADA AVENUE
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

HOPE RISES INC

PO BOX 24
EAST AMHERST,NY14051 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

HOPES & HEROES CHILDREN'S CANCER
FUND
161 FORT WASHINGTON
AVENUE 2ND FLOOR
NEW YORK,NY10032 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

HUMANE SOCIETY OF HARRISBURG AREA
INC
7790 GRAYSON ROAD
HARRISBURG,PA17111 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,850

IMPACT FORUM FOUNDATION

15910 VENTURA BLVD
SUITE 700
ENCINO,CA91436 		N/A   ORGANIZATION'S EXEMPT PURPOSE 3,600

ISRAEL TENNIS CENTERS FOUNDATION
INC
165 E 56TH STREET
2ND FLOOR
NEW YORK,NY10022 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,800

JAFCO

4200 N UNIVERSITY DRIVE
SUNRISE,FL33351 		N/A   ORGANIZATION'S EXEMPT PURPOSE 3,600

JEWISH COMMUNITY CENTER OF
BALTIMORE
3506 GWYNNBROOK AVENUE
OWINGS MILLS,MD21117 		N/A   ORGANIZATION'S EXEMPT PURPOSE 50,500

JEWISH COMMUNITY FOUNDATION OF
CENTRAL PA
3211 N FRONT STREET
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

JEWISH FEDERATION OF GREATER
HARRISBURG
3301 N FRONT STREET
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 113,000

JEWISH NATIONAL FUND

78 RANDALL AVENUE
ROCKVILLE CENTRE,NY11570 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

JUNIOR ACHIEVEMENT OF SOUTH CENTRAL
PA
610 S GEROGE STREET
YORK,PA17401 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

KEYSTONE HUMAN SERVICES

4391 STURBRIDGE DRIVE
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

LAWILOWAN AMERICAN INDIAN FESTIVAL
INC
24 STEEPLE AVENUE
RED LION,PA17356 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22470
NEW YORK,NY10087 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

LOWER PAXTON COMMUNITY FOUNDATION

PO BOX 6132
HARRISBURG,PA17112 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

LUBAVITCH HOUSE AT PENN

4032 SPRUCE STREET
PHILADELPHIA,PA19104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,000

MAKE-A-WISH FOUNDATION

1702 EAST HIGHLAND AVENUE
SUITE 400
PHOENIX,AZ85016 		N/A   ORGANIZATION'S EXEMPT PURPOSE 10,000

MAKE-A-WISH PHILADELPHIA DELAWARE
& SUSQUEHANNA VALLEY
5 VALLEY SQUARE
SUITE 210
BLUE BELL,PA19422 		N/A   ORGANIZATION'S EXEMPT PURPOSE 10,000

MAKE-A-WISH SOUTHERN FLORIDA

1300 N WESTSHORE BLVD
SUITE 100
TAMPA,FL33607 		N/A   ORGANIZATION'S EXEMPT PURPOSE 14,000

MERAKEY FOUNDATION

4251 CRUMS MILL ROAD
HARRISBURG,PA17112 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

MISSION CENTRAL

5 PLEASANT VIEW DRIVE
MECHANICSBURG,PA17050 		N/A   ORGANIZATION'S EXEMPT PURPOSE 250

MLK COMMUNITY DEVELOPMENT
CORPORATION
3067 MARTIN LUTHER KING
DRIVE
SHREVEPORT,LA71137 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

MORGAN PRESSEL FOUNDATION INC

7933 YORKSHIRE COURT
BOCA RATON,FL33496 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

MOTE MARINE LABORATORY & AQUARIUM

225 UNIVERSITY TOWN
CENTER DRIVE
SARASOTA,FL34243 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,500

MURAL ARTS PHILADELPHIA

1727-29 MT VERNON STREET
PHILADELPHIA,PA19130 		N/A   ORGANIZATION'S EXEMPT PURPOSE 3,000

NATIONAL AQUARIUM

501 E PRATT STREET
BALTIMORE,MD21202 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

ODD FELLOWS HOMES OF PA

999 WEST HARRISBURG PIKE
MIDDLETOWN,PA17057 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

PEDIATRIC BRAIN TUMOR FOUNDATION

380 KNOLLWOOD STREET
SUITE H125
WINSTON SALEM,NC27103 		N/A   ORGANIZATION'S EXEMPT PURPOSE 150

PENN HILLEL

215 S 39TH STREET
PHILADELPHIA,PA19104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,800

PENN STATE UNIVERSITY - HARRISBURG
ATHLETICS
777 W HARRISBURG PIKE
MIDDLETOWN,PA17057 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,500

PENNSYLVANIA CHAMBER OF BUSINESS
AND INDUSTRY
417 WALNUT STREET
HARRISBURG,PA17101 		N/A   ORGANIZATION'S EXEMPT PURPOSE 25,000

PERLMAN MUSIC PROGRAM SUNCOAST

PO BOX 3407
SARASOTA,FL34230 		N/A   ORGANIZATION'S EXEMPT PURPOSE 3,000

PEYTON WALKER FOUNDATION

2929 GETTYSBURG ROAD
CAMP HILL,PA17011 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

PLAY FOR PINK BREAST CANCER

28 WEST 44TH STREET
SUITE 609
NEW YORK,NY10036 		N/A   ORGANIZATION'S EXEMPT PURPOSE 4,400

RANDI'S HOUSE OF ANGELS

1173 CAMP HILL BYPASS
CAMP HILL,PA17011 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

RONALD MCDONALD HOUSE CHARITIES

745 WEST GOVERNOR ROAD
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

RUTH & NORMAN RALES JEWISH FAMILY
SERVICES
21300 RUTH AND BARON
COLEMAN BLVD
BOCA RATON,FL33428 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,300

SECOND ROUND FOUNDATION

1122 KENILWORTH DRIVE
201
TOWSON,MD21204 		N/A   ORGANIZATION'S EXEMPT PURPOSE 25,000

SEVENSIXFOUNDATION

25530 PRADO DE ORO
CALABASAS,CA91302 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

SIGMA GEMMA RHO SORORITY INC

PO BOX 4885
HARRISBURG,PA17111 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

SINAI HOSPITAL

2401 W BELVEDERE AVENUE
BALTIMORE,MD21215 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

SKIP PROGRAM

243 RIDGEWOOD DRIVE
MILLERSBURG,PA17061 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

SOUTH CENTRAL PA SICKLE CELL
COUNCIL
2000 LINGLESTOWN ROAD
103
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

SOUTH FLORIDA PGA FOUNDATION

7201 GEORGIA AVENUE
WEST PALM BEACH,FL33405 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

SOUTH HANOVER BASEBALL AND SOFTBALL
ASSOCIATION
96 JEFF LANE
HUMMELSTOWN,PA17036 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

SPECIAL OLYMPICS - PENNSYLVANIA
AREA M
PO BOX 382
SUMMERDALE,PA17093 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,200

STUDENTS SUPPORTING ISRAEL

3131 FERNBROOK LANE NORTH
SUITE 223
PYMOUTH,MN55447 		N/A   ORGANIZATION'S EXEMPT PURPOSE 2,500

SUSQUEHANNA MALAYALEE ASSOCIATION

600 N 2ND ST SUITE 401
HARRISBURG,PA17101 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

SUSQUEHANNA VALLEY LAW ENFORCEMENT
CAMP CADET
50 LAWTON LANCE
MILTON,PA17847 		N/A   ORGANIZATION'S EXEMPT PURPOSE 750

TECHNOLOGY 4 ME

4075 LINGLESTOWN ROAD
SUITE 176
HARRISBURG,PA17112 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

THE AUBRI BROWN CLUB

9800 LANTZ DRIVE
MORGAN HILL,CA95037 		N/A   ORGANIZATION'S EXEMPT PURPOSE 29,400

THE JONATHAN ODGEN FOUNDATION

3330 GEORGIA AVENUE
NW SUITE 100
WASHINGTON,DC20010 		N/A   ORGANIZATION'S EXEMPT PURPOSE 10,000

THE LADYLIKE FOUNDATION

4859 SLAUSON AVENUE
SUITE 128
LOS ANGELES,CA90056 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

THE PAP CORPS

1191 E NEWPORT CENTER
DRIVE SUITE 107
DEERFIELD BEACH,FL33442 		N/A   ORGANIZATION'S EXEMPT PURPOSE 5,000

THE PUMP FOUNDATION

13636 VENTURA BLVD
SUITE 416
SHERMAN OAKS,CA91423 		N/A   ORGANIZATION'S EXEMPT PURPOSE 25,000

THE VISTA FOUNDATION

1021 SPRINGBOARD DRIVE
HERSHEY,PA17033 		N/A   ORGANIZATION'S EXEMPT PURPOSE 750

THEATRE HARRISBURG

513 HURLOCK STREET
HARRISBURG,PA17110 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

TININA Q CADE FOUNDATION INC

10211 S DOLFIELD ROAD
OWINGS MILLS,MD21117 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

TURTLE ATHLETIC FOUNDATION

7450 OLD MAPLE SQUARE
MCCLEAN,VA22102 		N/A   ORGANIZATION'S EXEMPT PURPOSE 20,000

UNITED HATZALAH

244 MADISON AVENUE
SUITE 194
NEW YORK,NY10016 		N/A   ORGANIZATION'S EXEMPT PURPOSE 4,600

UNIVERSITY OF ALABAMA

739 UNIVERSITY BLVD
TUSCALOOSA,AL35487 		N/A   ORGANIZATION'S EXEMPT PURPOSE 7,000

UNIVERSITY OF MARYLAND

2108 MITCHELL BUILDING
COLLEGE PARK,MD20742 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

UNIVERSITY OF MARYLAND COLLEGE PARK
FOUNDATION INC
4603 CALVERT ROAD
COLLEGE PARK,MD20740 		N/A   ORGANIZATION'S EXEMPT PURPOSE 50,000

UNIVERSITY OF PENNSYLVANIA

PO BOX 71332
PHILADELPHIA,PA19176 		N/A   ORGANIZATION'S EXEMPT PURPOSE 30,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG
PLACE SW
WASHINGTON,DC20024 		N/A   ORGANIZATION'S EXEMPT PURPOSE 300

VETERANS OUTREACH OF PA

1105 S FRONT STREET
HARRISBURG,PA17104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

VICKIE'S ANGEL FOUNDATION

511 BRIDGE STREET
NEW CUMBERLAND,PA17070 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

VISION RESOURCES OF CENTRAL PA

1130 S 19TH STREET
HARRISBURG,PA17104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

WEST SHORE WILDLIFE CENTER

PO BOX 2
DOVER,PA17315 		N/A   ORGANIZATION'S EXEMPT PURPOSE 500

WILDHEART MINISTRIES

333 S 13TH STREET
HARRISBURG,PA17104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

WNY HEROES INC

1001 E DELAVAN AVENUE
BUFFALO,NY14215 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000

YPOC HARRISBURG

315 S FRONT STREET
HARRISBURG,PA17104 		N/A   ORGANIZATION'S EXEMPT PURPOSE 1,000
Total ................................. 3a 801,087
bApproved for future payment

UNIVERSITY OF PENNSYLVANIA
PO BOX 71332
PHILADELPHIA,PA19176 		N/A   ORGANIZATION'S EXEMPT PURPOSE 30,000
Total ................................. 3b 30,000
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 1,865  
4 Dividends and interest from securities ....     14 260,779  
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 ............ 		    18 570,991  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		        1,750
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   833,635 1,750
13Total. Add line 12, columns (b), (d), and (e)..................
13
835,385
(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
SCHWAB-SILFEN FOUNDATION
 
Employer identification number

23-6401901
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
SCHWAB-SILFEN FOUNDATION
  		Employer identification number
23-6401901
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
D & H DISTRIBUTING COMPANY
 
100 TECH DRIVE
 
HARRISBURG, PA17112

$ 537,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JARB II
 
PO BOX 5796
 
HARRISBURG, PA17110

$ 45,315


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
D & H CARES
 
100 TECH DRIVE
 
HARRISBURG, PA17112

$ 98,608


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ANDREW E SCHWAB
4310 NEW YORK COURT
 
HARRISBURG, PA17112

$ 30,746


(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
SCHWAB-SILFEN FOUNDATION
  		Employer identification number

23-6401901
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
2
 35.4 SH MICROSOFT CORP $ 15,409 2025-05-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 30 SH MICROSOFT CORP $ 15,411 2025-07-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 30 SH MICROSOFT CORP $ 14,495 2025-12-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 30 SH MICROSOFT CORP $ 15,412 2025-07-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 30 SH MICROSOFT CORP $ 15,334 2025-11-12
(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
SCHWAB-SILFEN FOUNDATION
  		Employer identification number

23-6401901
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:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARTIN M. SACKS & ASSOC., CPA'S        
ACCTG SRVCS/PREP OF FORM 990-PF 8,600 2,580   6,020

TY 2025 InvestmentsCorpStockSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Name of Stock End of Year Book Value End of Year Fair Market Value
ABERDEEN STD INVTS BLOOMBERG ALL 320,623 261,058
ALLSPRING GOVT MONEY MARKET FUND 514,059 514,059
APPLE INC 72,039 706,836
AT&T CORP 54,175 62,721
BOEING CO 120,546 86,848
CAPITAL INCOME BUILDER FUND CL A 139,401 195,539
CAPITAL WORLD BOND FUND CL A    
CAPITAL WORLD GROWTH & INCOME FUND 60,927 80,647
CHEVRON CORPORATION 64,193 91,446
CUMMINS INC 41,105 245,016
DEFIANCE CONNECTIVE TECH SIXG 119,140 196,423
EXXON MOBIL CORP 94,994 345,376
FUNDAMENTAL INVESTORS FUND CL A 153,527 248,417
GE AEROSPACE 15,877 297,557
GE VERNOVA LLC 3,909 152,935
GOLDMAN SACHS GROUP 96,209 222,387
GROWTH FUND OF AMERICA CL A 89,757 129,391
INTERNATIONAL BUSINESS MACHINES CO 44,729 118,484
INTERNATIONAL GROWTH AND INCOME 129,541 182,118
INVESCO EQV INTL EQUITY FUND CL A 127,194 141,099
INVESCO PHARMACEUTICALS FD 75,172 97,222
INVESCO RISING DIVIDENDS FUND CL A 222,381 274,183
INVESCO STEELPATH MLP ALPHA FUND 206,576 205,361
INVESCO TR II S & P FUND 92,414 89,313
INVESTMENT COMPANY OF AMERICA FUND 99,972 145,769
ISHARES CORE MSCI EAFE FUND 55,136 67,721
ISHARES CORE S & P MID FUND 148,349 185,790
ISHARES CORE MSCI EMERGING MKTS FD 300,054 334,823
ISHARES CORE UNIV BOND MKT FUND 158,648 162,331
ISHARES CORE US AGGREGATE BOND FD 155,049 158,509
ISHARES GLOBAL COMM SERVICES FUND 49,806 70,308
ISHARES NASDAQ BIOTECHNOLOGY 156,846 288,597
ISHARES RUSSELL 2000 INDEX FUND 618,229 798,051
ISHARES S & P 500 GROWTH FUND 411,736 789,973
ISHARES S & P 500 VALUE FUND 398,559 587,858
ISHARES TR INTERMEDIATE TERM BOND 370,575 388,367
ISHARES TR US INFRASTRUCTURE FUND 100,041 139,443
J P MORGAN CHASE & CO 21,175 608,351
JOHNSON & JOHNSON 2,336 103,475
MICROSOFT CORP 127,481 1,015,723
NEW PERSPECTIVE FUND CL A 126,601 225,881
NEW WORLD FUND CL A 132,595 208,362
SMALLCAP WORLD FUND CL A 298,102 440,283
SPDR GOLD TRUST FUND 25,041 61,032
THE NEW ECOMONY FUND CL A 133,546 223,376
VANGUARD HEALTH CARE FUND 129,867 148,243
VANGUARD DEVELOPED MARKETS FUND 55,395 69,591
VANGUARD INTL EQUITY INDEX EMG MKT 296,931 324,710
VANGUARD LONG TERM BOND FUND 132,212 128,195
VANGUARD MID CAP FUND 149,409 195,028
VERIZON COMMUNICATIONS 49,455 54,089
XTRACKERS HIGH YIELD CORP BOND FD 183,143 174,464

TY 2025 OtherAssetsSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM JARB II 2,600 2,600 2,600


TY 2025 OtherDecreasesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Amount
ADJUST FMV OF NON-CASH CONTRIBUTION TO COST BASIS 45,357


TY 2025 OtherExpensesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSE 6,784 3,392   3,392
PA FILING FEE 15     15
INVESTMENT FEES EXPENSE 18,587 18,587    


TY 2025 OtherIncomeSchedule2
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 1,750    


TY 2025 TaxesSchedule
Name:
SCHWAB-SILFEN FOUNDATION
EIN:
23-6401901
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD ON DIVIDEND 4,313 4,313