Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BINGHAM ADELBERT M
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

24-6021518
B Telephone number (see instructions)

(412) 442-8772
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,014,774J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 44,020 43,870  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,303
b Gross sales price for all assets on line 6a 667,100
7 Capital gain net income (from Part IV, line 2)... 144,303
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
306    
12 Total. Add lines 1 through 11........ 188,629 188,173  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,537 11,911   627
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
546 198   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,083 12,109 0 627
25 Contributions, gifts, grants paid....... 97,029 97,029
26 Total expenses and disbursements. Add lines 24 and 25 110,112 12,109 0 97,656
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 78,517
b Net investment income (if negative, enter -0-) 176,064
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 139,990 34,198 34,198
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 192,406 Click to see attachment
List of Attached Documents:
// Content
178,692 		293,250
c Investments—corporate bonds (attach schedule)....... 25,051 Click to see attachment
List of Attached Documents:
// Content
25,017 		24,527
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,227,841 Click to see attachment
List of Attached Documents:
// Content
1,425,609 		1,662,799
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,585,288 1,663,516 2,014,774
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,585,288 1,663,516
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,585,288 1,663,516
30 Total liabilities and net assets/fund balances (see instructions). 1,585,288 1,663,516
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,585,288
2
Enter amount from Part I, line 27a .....................
2
78,517
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
863
4
Add lines 1, 2, and 3 ..........................
4
1,664,668
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,152
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,663,516
Form 990-PF (2023)
Form 990-PF (2023)
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 2. AMAZON COM INC   2022-08-30 2023-02-09
b 2. AMAZON COM INC   2018-02-02 2023-02-09
c 3. GOLDMAN SACHS GROUP INC   2021-03-15 2023-02-09
d 5. GOLDMAN SACHS GROUP INC   2021-03-03 2023-02-09
e 576. FIDELITY REAL ESTATE ETF ETF   2020-12-23 2023-03-07
33. INVESCO QQQ TRUST ETF   2020-12-23 2023-03-07
38. ISHARES CORE S&P MID-CAP ETF   2020-12-23 2023-03-07
42. ISHARES RUSSELL 1000 GROWTH ETF   2019-04-10 2023-03-07
120. ISHARES RUSSELL 2000 GROWTH ETF   2018-07-05 2023-03-07
1687.177 T ROWE PR GROWTH STOCK-I   2002-03-28 2023-03-07
1637.555 PGIM HIGH YIELD FUND CLASS R6   2020-01-16 2023-03-07
176. VANGUARD VALUE ETF   2020-12-23 2023-03-07
5. ABBOTT LABORATORIES INC   2021-02-10 2023-03-08
4. ABBVIE INC   2020-02-12 2023-03-08
7. ALPHABET INC/CA-CL A   2022-07-25 2023-03-08
1. ALPHABET INC/CA-CL A   2009-03-13 2023-03-08
7. AMAZON COM INC   2018-02-02 2023-03-08
1. AMERICAN WATER WORKS CO INC   2016-02-08 2023-03-08
14. APPLE INC   2020-04-13 2023-03-08
2. AVERY DENNISON CORP   2021-02-24 2023-03-08
19. BANK OF AMERICA CORP   2019-02-01 2023-03-08
4. BLACKSTONE INC   2021-11-22 2023-03-08
1. BROADCOM INC   2019-12-20 2023-03-08
3. CDW CORP/DE   2019-08-02 2023-03-08
4. CVS HEALTH CORPORATION   2022-09-15 2023-03-08
3. CHEVRON CORPORATION   2022-03-03 2023-03-08
1. CINTAS CORP   2019-04-29 2023-03-08
5. COCA COLA CO   2022-06-02 2023-03-08
3. COCA COLA CO   2022-12-06 2023-03-08
7. COMCAST CORPORATION CL A   2021-09-20 2023-03-08
1. DEERE & CO   2021-03-05 2023-03-08
8. EXXON MOBIL CORP   2021-02-19 2023-03-08
2. META PLATFORMS INC   2016-03-02 2023-03-08
7. FORTINET INC   2020-05-12 2023-03-08
9. FOX CORP - CLASS A - W/I   2022-04-20 2023-03-08
1. HOME DEPOT INC   2021-08-26 2023-03-08
7. INTERPUBLIC GROUP COMPANIES INC   2020-11-24 2023-03-08
6. JPMORGAN CHASE & CO   2008-10-28 2023-03-08
1. LAM RESEARCH CORP   2020-01-17 2023-03-08
2. ELI LILLY & CO   2018-07-13 2023-03-08
1. LOCKHEED MARTIN CORP   2022-06-02 2023-03-08
1. MASTERCARD INC CL A   2021-11-22 2023-03-08
5. MERCK & CO INC   2022-05-11 2023-03-08
8. MICROSOFT CORP   2018-07-02 2023-03-08
6. MORGAN STANLEY   2020-01-27 2023-03-08
2. MOTOROLA SOLUTIONS INC   2019-10-07 2023-03-08
2. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2023-03-08
2. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2023-03-08
1. PROCTER & GAMBLE CO   2022-12-06 2023-03-08
1. PROCTER & GAMBLE CO   2018-10-25 2023-03-08
2. QUANTA SVCS INC   2020-09-03 2023-03-08
1. S&P GLOBAL INC   2016-05-20 2023-03-08
8. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2023-03-08
1. STRYKER CORP   2021-07-29 2023-03-08
4. TJX COMPANIES INC NEW   2023-02-09 2023-03-08
3. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2023-03-08
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2023-03-08
3. TRUIST FINANCIAL CORP   2016-06-24 2023-03-08
2. UNION PACIFIC CORP   2021-09-10 2023-03-08
1. UNITEDHEALTH GROUP INC   2021-05-26 2023-03-08
2. VISA INC CLASS A SHARES   2013-02-08 2023-03-08
3. WEC ENERGY GROUP INC   2009-03-13 2023-03-08
3. WASTE MANAGEMENT INC   2022-08-30 2023-03-08
3. ZOETIS INC   2021-12-17 2023-03-08
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-11 2023-03-08
4. BUNGE LIMITED MERGED 11/01/23   2021-02-22 2023-03-08
5. CAPRI HLDGS LTD SEDOL   2021-12-17 2023-03-08
13. BANK OF AMERICA CORP   2019-03-08 2023-03-14
1. CDW CORP/DE   2019-08-02 2023-03-14
1037. FIDELITY REAL ESTATE ETF ETF   2020-12-23 2023-03-14
3. JPMORGAN CHASE & CO   2008-10-28 2023-03-14
1. MICROSOFT CORP   2018-07-02 2023-03-14
5. MORGAN STANLEY   2020-01-27 2023-03-14
2. BROADCOM INC   2020-09-17 2023-03-15
3. CDW CORP/DE   2014-07-10 2023-03-15
2. MCDONALD'S CORP   2022-03-18 2023-03-15
3. MICROSOFT CORP   2018-07-05 2023-03-15
3. MOTOROLA SOLUTIONS INC   2019-07-15 2023-03-16
5. AVERY DENNISON CORP   2021-02-25 2023-04-12
19. CAPRI HLDGS LTD SEDOL   2021-12-17 2023-04-12
3. AVERY DENNISON CORP   2022-10-27 2023-04-13
9. AVERY DENNISON CORP   2021-02-24 2023-04-13
9. CROWN CASTLE INC   2020-02-13 2023-04-27
2. JPMORGAN CHASE & CO   2008-10-28 2023-05-16
2. MORGAN STANLEY   2020-01-27 2023-05-16
1. S&P GLOBAL INC   2016-05-20 2023-05-16
13. TRUIST FINANCIAL CORP   2016-06-24 2023-05-16
10. TRUIST FINANCIAL CORP   2016-06-24 2023-05-17
44. TRUIST FINANCIAL CORP   2016-05-23 2023-05-17
1. BROADCOM INC   2019-02-08 2023-06-02
1. CDW CORP/DE   2019-08-02 2023-06-02
5. EXXON MOBIL CORP   2021-02-19 2023-06-02
2. MOTOROLA SOLUTIONS INC   2019-10-04 2023-06-02
2. CDW CORP/DE   2019-07-12 2023-06-05
15. ALPHABET INC/CA-CL A   2021-02-05 2023-06-23
2. META PLATFORMS INC   2023-03-15 2023-06-23
7. PROCTER & GAMBLE CO   2018-11-28 2023-06-23
46. CISCO SYSTEMS INC   2021-06-24 2023-06-30
1. DEERE & CO   2021-11-16 2023-06-30
7. UNION PACIFIC CORP   2021-09-10 2023-07-07
11. UNION PACIFIC CORP   2021-09-10 2023-07-11
1998. VANGUARD FTSE ALL WORLD EX-US INDEX FUND   2017-05-16 2023-08-08
1651.607 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203   2021-05-18 2023-08-09
281. ISHARES RUSSELL 1000 GROWTH ETF   2017-06-28 2023-08-09
1744.618 T ROWE PRICE VALUE FUND-I   2002-04-09 2023-08-16
5. DICK'S SPORTING GOODS, INC.   2023-04-12 2023-08-25
12. CVS HEALTH CORPORATION   2022-09-15 2023-09-06
30. COCA COLA CO   2022-06-02 2023-09-06
3. ZOETIS INC   2021-12-17 2023-09-06
3. BUNGE LIMITED MERGED 11/01/23   2021-02-23 2023-09-06
6. ALPHABET INC/CA-CL A   2021-02-05 2023-09-19
1. CVS HEALTH CORPORATION   2022-05-12 2023-09-19
36. CVS HEALTH CORPORATION   2021-07-30 2023-09-19
2. META PLATFORMS INC   2023-03-15 2023-09-19
1. ELI LILLY & CO   2018-07-09 2023-09-19
569. ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND   2009-10-22 2023-09-20
4656.197 PGIM HIGH YIELD FUND CLASS R6   2020-01-16 2023-09-20
18. FORTINET INC   2020-05-12 2023-10-03
3. LOCKHEED MARTIN CORP   2022-06-02 2023-10-16
5. LOCKHEED MARTIN CORP   2022-06-06 2023-10-18
39. NASDAQ INC   2019-09-17 2023-10-18
1. ELI LILLY & CO   2018-07-13 2023-11-28
3. QUANTA SVCS INC   2020-09-03 2023-11-28
6. WASTE MANAGEMENT INC   2022-08-30 2023-11-28
2. ELI LILLY & CO   2018-07-09 2023-11-30
16. WASTE MANAGEMENT INC   2022-06-28 2023-11-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 197   259 -62
b 197   146 51
c 1,110   1,036 74
d 1,850   1,681 169
e 14,718   14,475 243
9,793   10,227 -434
9,833   8,720 1,113
9,735   6,502 3,233
28,000   24,932 3,068
113,345   56,737 56,608
7,500   9,170 -1,670
24,610   20,687 3,923
499   627 -128
596   423 173
662   749 -87
95   8 87
650   512 138
137   64 73
2,131   1,174 957
353   360 -7
617   574 43
363   588 -225
626   317 309
597   387 210
319   411 -92
486   466 20
436   217 219
299   316 -17
179   191 -12
251   380 -129
422   345 77
878   419 459
366   219 147
430   198 232
310   355 -45
290   322 -32
243   162 81
824   204 620
491   306 185
624   333 291
478   438 40
358   327 31
539   448 91
2,014   833 1,181
573   365 208
531   339 192
199   206 -7
199   200 -1
137   149 -12
137   89 48
323   104 219
336   108 228
422   251 171
265   269 -4
307   325 -18
271   327 -56
424   342 82
131   95 36
404   421 -17
468   413 55
443   268 175
267   129 138
447   514 -67
505   703 -198
263   194 69
385   311 74
233   308 -75
373   371 2
191   117 74
25,739   26,060 -321
398   102 296
258   100 158
448   266 182
1,246   847 399
562   96 466
528   474 54
792   401 391
778   508 270
889   889  
826   1,139 -313
533   505 28
1,599   1,611 -12
1,093   1,403 -310
269   68 201
164   106 58
360   108 252
355   410 -55
281   316 -35
1,249   1,442 -193
812   272 540
175   116 59
529   262 267
565   333 232
341   231 110
1,828   1,546 282
562   387 175
1,043   652 391
2,384   2,463 -79
407   364 43
1,420   1,473 -53
2,271   2,330 -59
108,920   103,299 5,621
30,819   43,685 -12,866
77,113   36,105 41,008
70,203   44,245 25,958
570   690 -120
787   1,232 -445
1,759   1,897 -138
561   703 -142
332   232 100
827   618 209
71   97 -26
2,581   3,138 -557
605   387 218
572   88 484
28,396   29,896 -1,500
21,325   25,830 -4,505
1,038   509 529
1,318   1,313 5
2,228   2,217 11
2,042   1,330 712
592   90 502
551   155 396
1,020   1,028 -8
1,182   176 1,006
2,716   2,394 322
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
      11,583
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       -62
b       51
c       74
d       169
e       243
      -434
      1,113
      3,233
      3,068
      56,608
      -1,670
      3,923
      -128
      173
      -87
      87
      138
      73
      957
      -7
      43
      -225
      309
      210
      -92
      20
      219
      -17
      -12
      -129
      77
      459
      147
      232
      -45
      -32
      81
      620
      185
      291
      40
      31
      91
      1,181
      208
      192
      -7
      -1
      -12
      48
      219
      228
      171
      -4
      -18
      -56
      82
      36
      -17
      55
      175
      138
      -67
      -198
      69
      74
      -75
      2
      74
      -321
      296
      158
      182
      399
      466
      54
      391
      270
       
      -313
      28
      -12
      -310
      201
      58
      252
      -55
      -35
      -193
      540
      59
      267
      232
      110
      282
      175
      391
      -79
      43
      -53
      -59
      5,621
      -12,866
      41,008
      25,958
      -120
      -445
      -138
      -142
      100
      209
      -26
      -557
      218
      484
      -1,500
      -4,505
      529
      5
      11
      712
      502
      396
      -8
      1,006
      322
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 144,303
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,447
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,447
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,447
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 696
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 696
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,751
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowPA
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 2023 or the taxable year beginning in 2023? 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 addressright arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 442-8772

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA TRUSTEE
3 		12,537    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,917,976
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,917,976
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,917,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,770
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,889,206
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
94,460
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
94,460
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,447
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,447
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
92,013
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
92,013
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
92,013
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, column (d), line 26 ..........
1a
97,656
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
97,656
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 92,013
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 97,029
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 97,656
a Applied to 2022, but not more than line 2a 97,029
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 627
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		91,386
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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, b, or c 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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

DUNMORE UNITED METHODIST CHURCH

222 SOUTH BLAKELY STREET
DUNMORE,PA18512 		NONE PC GENERAL SUPPORT 300

FRIENDSHIP HOUSE

1509 MAPLE STREET
SCRANTON,PA18505 		NONE PC GENERAL SUPPORT 500

ST JOSEPH'S CENTER FOUNDATION

2010 ADAMS AVENUE
SCRANTON,PA18509 		NONE PC GENERAL SUPPORT 500

THE CHILDREN'S HOME WYOMING CONFERENCE

1182 CHENANGO STREET
BINGHAMTON,NY13901 		NONE PC GENERAL SUPPORT 600

VISITING NURSE ASSOC & HOME HEALTH
MAINTENANCE ORGANIZATION
301 DELAWARE AVENUE
OLYPHANT,PA18447 		NONE PC GENERAL SUPPORT 500

YOUNG MEN'S CHRISTIAN ASSOCIATION

706 N BLAKELY STREET
DUNMORE,PA18512 		NONE PC GENERAL SUPPORT 1,000

JOHNSON COLLEGE

3427 NORTH MAIN STREET
SCRANTON,PA18508 		NONE PC GENERAL SUPPORT 93,629
Total .................................right arrow 3a 97,029
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 44,020  
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 ............ 		    18 144,303  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 306  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   188,629  
13Total. Add line 12, columns (b), (d), and (e)..................
13
188,629
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Name of Bond End of Year Book Value End of Year Fair Market Value
037833CC2 APPLE INC CALL 07/04    
05531FBH5 BB&T CORPORATION SER 25,017 24,527
166764AT7 CHEVRON CORP CALL 01    
478160BS2 JOHNSON & JOHNSON CA    
68389XBA2 ORACLE CORP SER NOTE    
89236TEU5 TOYOTA MOTOR CREDIT    
92826CAG7 VISA INC CALL 08/15/    

TY 2023 InvestmentsCorpStockSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Name of Stock End of Year Book Value End of Year Fair Market Value
2824100 ABBOTT LABORATORIES IN    
9158106 AIR PRODUCTS & CHEMICA    
20002101 ALLSTATE CORP    
23135106 AMAZON COM INC    
30420103 AMERICAN WATER WORKS    
31162100 AMGEN INC    
37833100 APPLE INC    
53332102 AUTOZONE INC    
60505104 BANK OF AMERICA CORP    
99502106 BOOZ ALLEN HAMILTON H    
110122108 BRISTOL MYERS SQUIBB    
127190304 CACI INTL INC CL A    
166764100 CHEVRON CORPORATION 5,233 4,922
172908105 CINTAS CORP 2,632 4,219
189054109 CLOROX CO    
256677105 DOLLAR GENERAL CORP    
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
302491303 FMC CORPORATION NEW    
370334104 GENERAL MILLS INC    
437076102 HOME DEPOT INC 851 2,426
443510607 HUBBELL INC 1,585 1,645
458140100 INTEL CORP    
460690100 INTERPUBLIC GROUP CO 1,539 2,220
478160104 JOHNSON & JOHNSON 6,173 5,643
485170302 KANSAS CITY SOUTHERN    
502431109 L3 HARRIS TECHNOLOGI    
512807108 LAM RESEARCH CORP 1,693 3,133
532457108 ELI LILLY & CO 977 6,412
539830109 LOCKHEED MARTIN CORP    
571748102 MARSH & MCLENNAN COM 1,253 2,463
594918104 MICROSOFT CORP 1,730 14,290
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY 2,838 4,663
620076307 MOTOROLA SOLUTIONS I 1,810 4,383
631103108 NASDAQ INC    
666807102 NORTHROP GRUMMAN COR    
713448108 PEPSICO INC 1,746 1,698
742718109 PROCTER & GAMBLE CO 3,131 5,129
747525103 QUALCOMM    
863667101 STRYKER CORP 3,479 3,893
874039100 TAIWAN SEMICONDUCTOR 1,141 1,144
879360105 TELEDYNE TECHNOLOGIE 682 893
883556102 THERMO FISHER SCIENT 2,089 2,654
902973304 US BANCORP DEL COM N    
911312106 UNITED PARCEL SERVIC 2,589 2,516
969457100 WILLIAMS COMPANIES I    
74762E102 QUANTA SVCS INC 874 4,532
03073E105 AMERISOURCEBERGEN CO    
87612E106 TARGET CORP    
28176E108 EDWARDS LIFESCIENCES    
34959E109 FORTINET INC    
89151E109 TOTAL S E    
00287Y109 ABBVIE INC 3,046 5,269
00507V109 ACTIVISION BLIZZARD    
00971T101 AKAMAI TECHNOLOGIES    
02079K305 ALPHABET INC/CA-CL A 1,949 7,543
03027X100 AMERICAN TOWER CORP    
03076C106 AMERIPRISE FINANCIAL 1,883 4,938
08579W103 BERRY GLOBAL GROUP I    
09247X101 BLACKROCK INC 3,592 4,871
11135F101 BROADCOM INC 1,757 6,698
12514G108 CDW CORP/DE 1,041 3,864
16119P108 CHARTER COMMUNICATIO    
20030N101 COMCAST CORPORATION 1,869 3,990
22160K105 COSTCO WHOLESALE COR 659 1,980
22822V101 CROWN CASTLE INC    
23331A109 D R HORTON INC    
30040W108 EVERSOURCE ENERGY    
30303M102 META PLATFORMS INC 3,069 5,663
46187W107 INVITATION HOMES INC 1,906 2,490
46625H100 JPMORGAN CHASE & CO 1,297 8,845
58933Y105 MERCK & CO INC 5,027 7,631
64110L106 NETFLIX INC    
65339F101 NEXTERA ENERGY INC 3,056 2,490
70450Y103 PAYPAL HOLDINGS INC-    
74144T108 PRICE T ROWE GROUP I    
78409V104 S&P GLOBAL INC 1,695 4,405
89400J107 TRANSUNION    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 3,255 7,897
92343V104 VERIZON COMMUNICATIO 2,764 1,885
92826C839 VISA INC CLASS A SHA 2,016 3,905
92939U106 WEC ENERGY GROUP INC 1,064 2,609
G1151C101 ACCENTURE PLC CLASS 866 1,755
001084102 AGCO CORP    
002824100 ABBOTT LABORATORIES 4,609 4,623
02005N100 ALLY FINANCIAL INC    
023135106 AMAZON COM INC 2,795 5,318
030420103 AMERICAN WATER WORKS 1,703 3,300
037833100 APPLE INC 146 9,241
053332102 AUTOZONE INC 1,549 5,171
05352A100 AVANTOR INC    
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 4,022 5,960
070830104 L BRANDS INC - W/I    
09260D107 BLACKSTONE INC 3,571 3,273
126650100 CVS HEALTH CORPORATI    
149123101 CATERPILLAR INC    
17275R102 CISCO SYSTEMS INC    
228368106 CROWN HOLDINGS INC    
244199105 DEERE & CO 2,459 3,199
30231G102 EXXON MOBIL CORP 4,151 8,098
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A 1,962 2,559
595112103 MICRON TECHNOLOGY IN 2,975 3,328
701094104 PARKER HANNIFIN CORP    
718172109 PHILIP MORRIS INTERN 4,618 4,516
723787107 PIONEER NAT RES CO 1,337 2,024
806857108 SCHLUMBERGER LTD SED 2,599 4,892
907818108 UNION PACIFIC CORP    
926400102 VICTORIA'S SECRET &    
98978V103 ZOETIS INC 1,142 1,184
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
009158106 AIR PRODUCTS & CHEMI 3,242 3,559
191216100 COCA COLA CO 2,549 2,475
35137L105 FOX CORP - CLASS A - 2,614 2,196
427866108 THE HERSHEY COMPANY 2,111 1,864
580135101 MCDONALD'S CORP 3,745 4,448
817565104 SERVICE CORP INTERNA 1,593 1,574
855244109 STARBUCKS CORP 2,253 2,208
94106L109 WASTE MANAGEMENT INC    
H1467J104 CHUBB LTD SEDOL B3BQ 4,067 4,746
101137107 BOSTON SCIENTIFIC CO 1,461 1,561
12572Q105 CME GROUP INC A DERI 1,737 1,685
126408103 CSX CORP 4,489 4,680
127387108 CADENCE DESIGN SYSTE 1,042 1,362
150870103 CELANESE CORP 2,769 3,884
438516106 HONEYWELL INTL INC 4,671 5,243
452308109 ILLINOIS TOOL WORKS 3,367 3,667
693718108 PACCAR INC 2,699 3,320
74340W103 PROLOGIS INC 1,949 2,133
81762P102 SERVICE NOW INC 1,097 1,413
872540109 TJX COMPANIES INC NE 3,734 4,315
H11356104 BUNGE GLOBAL SA SEDO 2,009 2,625

TY 2023 InvestmentsOtherSchedule2
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 110,000 100,493
314172560 FEDERATED HERMES STR      
316092857 FIDELITY REAL ESTATE      
412295305 HARDING LOEVNER EMER      
464287176 ISHARES TIPS BOND ET AT COST 24,886 23,863
464287200 ISHARES CORE S&P 500 AT COST 20,449 42,987
464287242 ISHARES IBOXX $ INVE AT COST 49,902 50,129
464287507 ISHARES CORE S&P MID AT COST 56,679 68,456
464287614 ISHARES RUSSELL 1000      
464287648 ISHARES RUSSELL 2000      
464287804 ISHARES CORE S&P SMA AT COST 45,241 52,393
464287887 ISHARES S&P SMALL CA AT COST 38,696 74,458
464288638 ISHARES TRUST ISHARE AT COST 39,827 38,584
464288646 ISHARES TRUST ISHARE      
741479109 T ROWE PRICE GROWTH      
779556109 T ROWE PRICE MID CAP      
779578103 T ROWE PRICE VALUE F      
922042775 VANGUARD FTSE ALL WO      
922908744 VANGUARD VALUE ETF AT COST 140,645 190,314
46090E103 INVESCO QQQ TRUST ET AT COST 29,751 39,314
04314H675 ARTISAN INTERNATIONA      
09260B309 BLACKROCK CORE BOND AT COST 50,772 45,206
09260B465 BLACKROCK LOW DURATI AT COST 124,161 123,424
74440Y884 PGIM HIGH YIELD FUND      
97717X669 WISDOMTREE U.S. QUAL AT COST 40,068 52,780
04314H402 ARTISAN INTERNATIONA AT COST 20,261 28,246
31421N881 FEDERATED STRAT VAL AT COST 35,517 41,904
412295701 HARDING LOEVNER INST      
741479406 T ROWE PR GROWTH STO      
779556406 T ROWE PR MID CAP GR AT COST 50,207 95,827
779578301 T ROWE PRICE VALUE F      
01878T855 ALLIANCE BERNSTEIN C AT COST 110,000 126,672
09260B382 BLACKROCK STRATEGIC AT COST 21,325 22,098
317609295 SEAFARER OVERSEAS GR AT COST 30,852 31,909
464287309 ISHARE S&P 500 GROWT AT COST 77,469 82,460
464287879 ISHARES S&P SMALL CA AT COST 34,634 36,075
46432F339 ISHARES MSCI USA QUA AT COST 65,529 80,780
46434V456 ISHARES MSCI INTL QU AT COST 109,814 116,136
55273H353 MFS VALUE FUND-R6 AT COST 70,483 69,512
808524862 SCHWAB SHORT TERM US AT COST 28,441 28,779

TY 2023 OtherDecreasesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Amount
RETURN OF CAPITAL ADJUSTMENT 7
PRIOR YEAR ROC ADJUSTMENT 209
2023 TRANSACTION POSTED IN 2024 931
ADJUSTMENT TO INCOME 5


TY 2023 OtherIncomeSchedule2
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 306 0  


TY 2023 OtherIncreasesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Amount
2022 TRANSACTION POSTED IN 2023 859
ROUNDING 4


TY 2023 TaxesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10 10   0
FEDERAL ESTIMATES - PRINCIPAL 348 0   0
FOREIGN TAXES ON QUALIFIED FOR 161 161   0
FOREIGN TAXES ON NONQUALIFIED 27 27   0