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
ARCHER M HUNTINGTON CHARITABLE TRUST B
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6078584
B Telephone number (see instructions)

(212) 922-8198
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$4,604,324J 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... 101,195 100,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,504
b Gross sales price for all assets on line 6a 2,696,616
7 Capital gain net income (from Part IV, line 2)... 96,504
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
2,134    
12 Total. Add lines 1 through 11........ 199,833 197,387  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,351 811   541
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
4,450 2,550   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
266 16   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,067 3,377 0 791
25 Contributions, gifts, grants paid....... 211,664 211,664
26 Total expenses and disbursements. Add lines 24 and 25 217,731 3,377 0 212,455
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,898
b Net investment income (if negative, enter -0-) 194,010
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......... 39,236 130,707 130,707
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).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 3,859,632 Click to see attachment
List of Attached Documents:
// Content
3,747,017 		4,473,617
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) 3,898,868 3,877,724 4,604,324
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........ 3,898,868 3,877,724
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,898,868 3,877,724
30 Total liabilities and net assets/fund balances (see instructions). 3,898,868 3,877,724
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,898,868
2
Enter amount from Part I, line 27a .....................
2
-17,898
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,880,970
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,246
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,877,724
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 47. CELANESE CORP DEL   2012-05-22 2023-01-03
b 53. CHEVRONTEXACO CORP   2009-10-29 2023-01-03
c 19. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-03
d 100. GENERAL MILLS INC COM     2023-01-10
e 20. HUMANA INC COM     2023-01-10
20. UNITED HEALTH GROUP INC     2023-01-13
41. UNITED HEALTH GROUP INC     2023-01-18
80. GENERAL MILLS INC COM     2023-01-19
29. MICROSOFT CORP COM   2018-11-19 2023-01-19
80. GENERAL MILLS INC COM   2022-10-27 2023-01-25
40. ABBVIE INC     2023-01-26
340. ALTRIA GROUP INC     2023-01-26
39. T -MOBILE US INC     2023-01-26
500. AT&T INC     2023-01-27
160. ALTRIA GROUP INC   2022-05-18 2023-01-27
360. CSX CORP COM   2017-01-13 2023-01-27
70. LAS VEGAS SANDS CORP   2022-12-07 2023-01-30
18. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-31
30. HONEYWELL INTL INC   2022-09-26 2023-02-02
18. HONEYWELL INTL INC   2005-01-19 2023-02-02
37. MC DONALDS CORPORATION COMMON   2022-11-01 2023-02-02
39. T -MOBILE US INC     2023-02-02
34. ABBVIE INC     2023-02-08
50. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-08
260. AT&T INC     2023-02-09
60. RAYTHEON TECHNOLOGIES CORP     2023-02-09
35. T -MOBILE US INC   2022-06-03 2023-02-09
100. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
260. AT&T INC     2023-02-15
1.63 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-02-15
79. PIONEER NAT RES CO     2023-02-15
47. T -MOBILE US INC     2023-02-15
73. VALERO ENERGY CORP NEW   2009-10-16 2023-02-15
80. D R HORTON INC   2023-02-02 2023-02-17
38. MICROSOFT CORP COM     2023-02-17
80. MICRON TECHNOLOGY   2022-07-25 2023-02-17
94. CELANESE CORP DEL   2012-05-22 2023-02-21
7. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
35. AMERICAN TOWER CORP-CL A     2023-02-24
6. AMERICAN TOWER CORP-CL A   2021-05-27 2023-02-24
15. AMERICAN TOWER CORP-CL A     2023-03-01
50. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
11. ANTHEM INC     2023-03-03
16. CIGNA CORP   2022-11-10 2023-03-03
88. QUALCOMM INC     2023-03-03
40. D R HORTON INC     2023-03-06
12. HOME DEPOT INC USD 0.05   2023-02-02 2023-03-06
70. LAS VEGAS SANDS CORP     2023-03-06
1.69 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-03-15
40. ORACLE CORPORATION   2022-12-16 2023-03-15
13. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-03-15
21. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-03-15
65. T -MOBILE US INC   2022-06-13 2023-03-16
111. TARGET CORP     2023-04-12
418. TRUIST FINL CORP     2023-04-12
33. CIGNA CORP     2023-04-14
140. D R HORTON INC     2023-04-14
14. EQUINIX INC     2023-04-14
58. HOME DEPOT INC USD 0.05     2023-04-14
36. HOME DEPOT INC USD 0.05   2005-08-29 2023-04-14
39. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-04-14
1.63 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-04-15
49. C D W CORP/DE   2023-03-16 2023-04-19
84. PROLOGIS INC   2022-10-27 2023-04-19
2101.944 BNYM DIV EMG MKTS-Y   2014-01-31 2023-05-12
1.61 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-05-15
70. AMERICAN TOWER CORP-CL A     2023-06-01
33. BROADCOM INC     2023-06-01
1.62 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-06-15
11036.376 BNY MELLON INTL EQUITY INCOME FUND     2023-06-22
3303.965 DFA EMERG MKTS CORE EQUITY   2017-12-21 2023-06-22
8. BROADCOM INC   2022-12-16 2023-06-30
12. BROADCOM INC   2022-05-12 2023-06-30
107. FACEBOOK INC     2023-06-30
13. KLA TENCOR CORP   2019-10-24 2023-06-30
83. MASTERCARD INC   2021-11-19 2023-06-30
160. MICRON TECHNOLOGY     2023-06-30
530. MICRON TECHNOLOGY     2023-06-30
97. PROCTER & GAMBLE CO COM     2023-06-30
56. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
152. QUALCOMM INC     2023-06-30
162. TEXAS INSTRUMENTS INC     2023-06-30
1.63 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-07-15
3526.094 BNY MELLON INTL FD CL M SHSS   2017-12-28 2023-07-21
190. COCA-COLA CO USD     2023-07-31
80. COCA-COLA CO USD   2022-01-27 2023-07-31
14. DEERE & COMPANY   2022-11-03 2023-07-31
63. DEERE & COMPANY   2017-06-16 2023-07-31
8. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
29. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
60. NEXTERA ENERGY INC   2023-02-10 2023-07-31
90. NEXTERA ENERGY INC     2023-07-31
88. NIKE INC CL B     2023-07-31
45. NIKE INC CL B   2015-04-21 2023-07-31
51. ORACLE CORPORATION     2023-07-31
38. ORACLE CORPORATION   2022-11-16 2023-07-31
170. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
310. SYNCHRONY FINANCIAL     2023-07-31
25. T -MOBILE US INC     2023-07-31
74. T -MOBILE US INC     2023-07-31
440. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
1.68 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-08-15
8. HUMANA INC COM   2022-09-02 2023-08-16
17. HUMANA INC COM   2022-09-02 2023-08-17
62. SALESFORCE COM INC   2023-03-15 2023-08-21
146. ADVANCED MICRO DEVICES INC     2023-08-31
410. ALCOA UPSTREAM CORP     2023-08-31
51. BOEING COMPANY     2023-08-31
37. FACEBOOK INC   2023-01-26 2023-08-31
66. HONEYWELL INTL INC   2005-01-19 2023-08-31
33. MASTERCARD INC     2023-08-31
134. MERCK & CO INC     2023-08-31
124. ORACLE CORPORATION     2023-08-31
13. REGENERON PHARMACEUTICALS INC     2023-08-31
600. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
124. T -MOBILE US INC     2023-08-31
2170. SOUTHWESTERN ENERGY CO     2023-09-01
36639.556 BNY MELLON INTERMEDIATE BOND FD CL M     2023-09-05
13666.331 BNY MELLON CORP BOND-M     2023-09-07
31142.677 BNY MELLON BOND FD CL M     2023-09-07
30000. NORTHERN TRUST CORP 1.95% 5/01/30   2023-09-05 2023-09-13
1.65 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-09-15
52. BOEING COMPANY   2022-11-08 2023-09-25
38. CHARTER COMMUNICATIONS INC-A     2023-09-25
24. COSTCO WHSL CORP NEW     2023-09-25
480. ENBRIDGE INC     2023-09-25
58. HONEYWELL INTL INC   2005-01-19 2023-09-25
183. OLIN CORP COM PAR $1     2023-09-25
1240. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
187. RAYTHEON TECHNOLOGIES CORP   2021-02-05 2023-09-25
76. STRYKER CORP   2023-01-18 2023-09-25
77. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
230. BAXTER INTL INC COM   2023-07-31 2023-10-13
1.66 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-10-15
.6667 VERALTO CORP-W/I   2023-07-31 2023-10-16
156. HESS CORP     2023-10-24
221. MERCK & CO INC   2022-10-10 2023-11-10
1.67 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-11-15
25000. HSBC HOLDINGS PLC 3.803% 3/11/25   2023-09-06 2023-11-28
25000. B B & T CORPORATION 2.5% 8/01/24   2023-09-06 2023-12-12
25000. DUKE ENERGY 3.8% 7/15/28   2023-09-06 2023-12-14
600. EQT CORP COM     2023-12-14
37. FACEBOOK INC   2023-01-26 2023-12-14
37. KLA TENCOR CORP   2019-10-24 2023-12-14
20. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
80. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
54. MASTERCARD INC     2023-12-14
177. ORACLE CORPORATION     2023-12-14
1.68 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-12-15
420. EXELON CORP     2023-12-18
1.69 GOV'T NAT'L MTGE ASSN POOL 547028   2001-05-02 2023-12-31
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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 4,786   1,964 2,822
b 9,219   4,131 5,088
c 4,949   5,184 -235
d 8,422   8,178 244
e 9,614   9,929 -315
9,957   6,735 3,222
19,616   8,965 10,651
6,219   6,461 -242
6,706   3,059 3,647
6,173   6,393 -220
5,893   3,803 2,090
15,054   19,070 -4,016
5,790   5,829 -39
9,939   10,074 -135
7,083   8,594 -1,511
10,821   4,641 6,180
4,042   3,245 797
4,760   4,911 -151
6,089   5,112 977
3,653   613 3,040
9,728   10,096 -368
5,728   5,676 52
4,943   3,038 1,905
4,882   3,956 926
4,930   4,986 -56
5,858   4,729 1,129
5,015   4,780 235
6,031   7,213 -1,182
4,984   4,782 202
2   2  
17,481   10,441 7,040
6,921   6,028 893
9,948   1,327 8,621
7,538   8,249 -711
9,763   4,007 5,756
4,704   4,836 -132
10,612   3,927 6,685
1,382   1,879 -497
6,851   9,127 -2,276
1,174   1,530 -356
2,914   3,708 -794
2,940   3,607 -667
5,141   5,302 -161
4,572   5,165 -593
10,806   12,663 -1,857
3,664   4,014 -350
3,591   4,069 -478
4,206   2,780 1,426
2   2  
3,297   3,202 95
3,179   4,014 -835
5,136   7,455 -2,319
9,216   8,280 936
18,357   18,256 101
13,873   17,213 -3,340
8,557   10,099 -1,542
13,709   12,881 828
9,641   6,150 3,491
16,943   19,045 -2,102
10,516   1,464 9,052
9,021   3,385 5,636
2   2  
8,093   9,476 -1,383
10,512   9,284 1,228
48,555   40,000 8,555
2   2  
13,088   10,626 2,462
26,067   19,027 7,040
2   2  
141,707   155,000 -13,293
72,489   75,000 -2,511
6,945   4,422 2,523
10,418   6,724 3,694
30,758   17,891 12,867
6,286   2,181 4,105
32,482   28,594 3,888
10,147   8,626 1,521
33,611   21,009 12,602
14,636   14,652 -16
8,450   8,393 57
18,086   18,156 -70
29,063   27,531 1,532
2   2  
50,000   48,801 1,199
11,739   11,855 -116
4,958   4,858 100
6,003   5,536 467
27,013   8,062 18,951
2,337   2,183 154
8,472   7,066 1,406
4,389   4,474 -85
6,584   7,465 -881
9,704   10,629 -925
4,963   2,254 2,709
5,953   4,076 1,877
4,439   3,029 1,410
11,427   9,857 1,570
10,684   7,537 3,147
3,440   3,154 286
10,182   9,273 909
21,843   25,172 -3,329
2   2  
3,955   3,880 75
8,348   8,246 102
12,781   11,211 1,570
15,404   3,059 12,345
12,330   21,733 -9,403
11,479   9,300 2,179
11,012   5,432 5,580
12,410   2,247 10,163
13,610   11,332 2,278
14,670   13,707 963
14,924   9,682 5,242
10,758   9,451 1,307
4,043   4,084 -41
16,899   10,322 6,577
14,690   14,027 663
424,286   470,554 -46,268
158,256   175,000 -16,744
332,292   411,308 -79,016
24,327   24,441 -114
2   2  
10,219   8,797 1,422
16,674   15,293 1,381
13,354   10,461 2,893
16,527   18,476 -1,949
11,066   1,974 9,092
8,534   11,078 -2,544
5,411   12,022 -6,611
13,323   13,646 -323
21,757   19,213 2,544
3,540   4,612 -1,072
7,310   10,433 -3,123
2   2  
48   60 -12
24,276   22,491 1,785
22,363   20,003 2,360
2   2  
24,822   24,671 151
24,474   24,207 267
24,284   23,617 667
22,647   25,279 -2,632
12,279   5,432 6,847
21,449   6,206 15,243
2,936   5,437 -2,501
11,745   21,945 -10,200
22,669   17,927 4,742
17,835   13,411 4,424
2   2  
14,426   11,909 2,517
2   2  
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
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       2,822
b       5,088
c       -235
d       244
e       -315
      3,222
      10,651
      -242
      3,647
      -220
      2,090
      -4,016
      -39
      -135
      -1,511
      6,180
      797
      -151
      977
      3,040
      -368
      52
      1,905
      926
      -56
      1,129
      235
      -1,182
      202
       
      7,040
      893
      8,621
      -711
      5,756
      -132
      6,685
      -497
      -2,276
      -356
      -794
      -667
      -161
      -593
      -1,857
      -350
      -478
      1,426
       
      95
      -835
      -2,319
      936
      101
      -3,340
      -1,542
      828
      3,491
      -2,102
      9,052
      5,636
       
      -1,383
      1,228
      8,555
       
      2,462
      7,040
       
      -13,293
      -2,511
      2,523
      3,694
      12,867
      4,105
      3,888
      1,521
      12,602
      -16
      57
      -70
      1,532
       
      1,199
      -116
      100
      467
      18,951
      154
      1,406
      -85
      -881
      -925
      2,709
      1,877
      1,410
      1,570
      3,147
      286
      909
      -3,329
       
      75
      102
      1,570
      12,345
      -9,403
      2,179
      5,580
      10,163
      2,278
      963
      5,242
      1,307
      -41
      6,577
      663
      -46,268
      -16,744
      -79,016
      -114
       
      1,422
      1,381
      2,893
      -1,949
      9,092
      -2,544
      -6,611
      -323
      2,544
      -1,072
      -3,123
       
      -12
      1,785
      2,360
       
      151
      267
      667
      -2,632
      6,847
      15,243
      -2,501
      -10,200
      4,742
      4,424
       
      2,517
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 96,504
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 2,697
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 2,697
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 2,697
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,800
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 3,800
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,103
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,103 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 arrowNY
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 arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8198

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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
BNY MELLON N A TRUSTEE
1 		1,351    
PO BOX 185
PITTSBURGH,PA152300185
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
4,306,693
b
Average of monthly cash balances.......................
1b
109,022
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,415,715
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,415,715
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
66,236
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,349,479
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
217,474
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
217,474
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,697
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,697
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
214,777
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
214,777
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
214,777
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
212,455
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
212,455
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 7 214,777
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 119
b From 2019...... 0
c From 2020...... 12,189
d From 2021...... 0
e From 2022...... 52,694
f Total of lines 3a through e ........ 65,002
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 212,455
a Applied to 2022, but not more than line 2a 0
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..... 212,455
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 2,322 2,322
(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 62,680
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 .......... 		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) ....... 		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 ...... 		62,680
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 9,986
c Excess from 2021.... 0
d Excess from 2022.... 52,694
e Excess from 2023....  
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).)
NONE
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.
NONE
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

AMERICAN MUSEUM OF NATURAL

CENTRAL PARK W 79TH ST
NEW YORK,NY10024 		NONE PC GENERAL OPERATING 105,832

THE AMERICAN NUMISMATIC

75 VARICK STREET - 11TH FLOOR
NEW YORK,NY10013 		NONE PC GENERAL OPERATING 105,832
Total .................................right arrow 3a 211,664
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 ....     14 101,195  
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 96,504  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,134  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   199,833  
13Total. Add line 12, columns (b), (d), and (e)..................
13
199,833
(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 InvestmentsOtherSchedule2
Name:
ARCHER M HUNTINGTON CHARITABLE TRUST B
EIN:
13-6078584
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
929089100 VOYA FINANCIAL INC AT COST 8,163 21,158
G29183103 EATON CORP PLC AT COST 10,631 48,405
02079K305 ALPHABET INC/CA AT COST 63,499 118,178
05569M814 BNY MELLON INTERMEDI      
05569M830 BNY MELLON BOND FD C      
36212XVV4 GOV'T NAT'L MTGE ASS AT COST 174 184
723787107 PIONEER NAT RES CO      
91324P102 UNITED HEALTH GROUP AT COST 7,329 28,956
91913Y100 VALERO ENERGY CORP N      
05569M368 BNY MELLON CORP BOND      
05569M871 BNY MELLON INTL FD C AT COST 173,199 189,432
126408103 CSX CORP COM AT COST 3,868 10,401
150870103 CELANESE CORP DEL      
29444U700 EQUINIX INC      
438516106 HONEYWELL INTL INC      
882508104 TEXAS INSTRUMENTS IN      
166764100 CHEVRONTEXACO CORP      
22160K105 COSTCO WHSL CORP NEW AT COST 3,070 19,142
30161N101 EXELON CORP      
654106103 NIKE INC CL B AT COST 4,959 10,748
002824100 ABBOTT LABORATORIES AT COST 22,567 30,599
026874784 AMERICAN INTERNATION AT COST 16,862 34,553
595112103 MICRON TECHNOLOGY      
05569M384 BNY MELLON INTL EQUI      
101137107 BOSTON SCIENTIFIC CO AT COST 28,037 36,998
452308109 ILLINOIS TOOL WORKS AT COST 7,377 22,265
437076102 HOME DEPOT INC USD 0      
46625H100 J P MORGAN CHASE & C AT COST 45,097 68,550
594918104 MICROSOFT CORP COM AT COST 56,543 150,792
87165B103 SYNCHRONY FINANCIAL AT COST 4,809 8,020
023135106 AMAZON COM INC AT COST 46,027 86,606
03027X100 AMERICAN TOWER CORP-      
060505104 BANK AMER CORP AT COST 12,555 19,529
233203421 DFA EMERG MKTS CORE AT COST 54,457 69,104
244199105 DEERE & COMPANY AT COST 2,048 6,398
037833100 APPLE COMPUTER INC C AT COST 63,680 122,064
05569M855 BNY MELLON EMERGING AT COST 135,000 136,443
65339F101 NEXTERA ENERGY INC AT COST 7,438 10,326
872590104 T -MOBILE US INC      
05588D811 BNYM DIV EMG MKTS-Y      
05588M100 BNYM MIDCAP INDEX FU AT COST 225,000 222,518
05587K857 BNYM INTL STCK-Y AT COST 49,652 88,036
05587K824 BNYM SEL MGR S/C VAL AT COST 50,000 54,831
05587K865 BNYM SELECT MGR S/C AT COST 50,000 58,914
05588D753 BNY MELLON INTL EQTY AT COST 66,000 65,851
05588E850 BNY MELLON HIGH YIEL AT COST 180,000 150,831
482480100 KLA TENCOR CORP      
89832Q109 TRUIST FINL CORP      
05589K400 BNYM FLTNG RT INC-Y AT COST 86,253 79,023
00287Y109 ABBVIE INC AT COST 15,221 31,614
05587N737 BNYM OPPORT SM CAP-Y AT COST 50,000 60,287
191216100 COCA-COLA CO USD AT COST 19,684 21,215
883556102 THERMO ELECTRON CORP AT COST 12,495 21,232
007903107 ADVANCED MICRO DEVIC      
78409V104 S & P GLOBAL INC AT COST 12,494 25,110
12572Q105 CME GROUP INC AT COST 24,966 28,852
G8994E103 TRANE TECHNOLOGIES P AT COST 2,438 23,171
532457108 ELI LILLY & CO COM AT COST 21,051 62,372
75513E101 RAYTHEON TECHNOLOGIE      
G1151C101 ACCENTURE PLC IRELAN AT COST 9,710 12,633
57636Q104 MASTERCARD INC      
518439104 ESTEE LAUDER COMPANI      
03076C106 AMERIPRISE FINL INC AT COST 19,787 33,425
032095101 AMPHENOL CORP NEW AT COST 24,222 31,722
444859102 HUMANA INC COM      
036752103 ANTHEM INC AT COST 19,193 19,334
744573106 PUBLIC SERVICE ENTER AT COST 15,804 14,065
02209S103 ALTRIA GROUP INC      
87612E106 TARGET CORP      
11135F101 BROADCOM INC AT COST 7,489 15,628
580135101 MC DONALDS CORPORATI AT COST 12,182 14,826
845467109 SOUTHWESTERN ENERGY      
74340W103 PROLOGIS INC      
573284106 MARTIN MARIETTA MATL AT COST 12,492 17,961
75886F107 REGENERON PHARMACEUT AT COST 8,968 11,418
00206R102 AT&T INC AT COST 19,948 18,961
742718109 PROCTER & GAMBLE CO AT COST 10,057 10,258
68389X105 ORACLE CORPORATION      
747525103 QUALCOMM INC      
097023105 BOEING COMPANY      
517834107 LAS VEGAS SANDS CORP AT COST 20,970 29,034
29250N105 ENBRIDGE INC      
125523100 CIGNA CORP      
30231G102 EXXON MOBIL CORP AT COST 55,681 52,989
05722G100 BAKER HUGHES A GE CO AT COST 13,498 14,697
370334104 GENERAL MILLS INC CO      
020002101 ALLSTATE CORP COM AT COST 23,158 24,497
58933Y105 MERCK & CO INC      
016255101 ALIGN TECHNOLOGY INC AT COST 29,038 22,468
023135CF1 AMAZON.COM INC AT COST 23,697 24,268
037833DN7 APPLE INC AT COST 27,697 28,259
038222105 APPLIED MATERIALS IN AT COST 16,753 19,935
03990B101 ARES MANAGEMENT CORP AT COST 9,922 14,270
04621X108 ASSURANT INC AT COST 23,019 27,127
06051GGZ6 BANK OF AMERICA CORP AT COST 24,106 24,416
06368LGV2 BANK OF MONTREAL AT COST 24,712 25,466
06417XAH4 BANK OF NOVA SCOTIA AT COST 24,132 24,460
075887109 BECTON DICKINSON AND AT COST 34,912 30,966
084670702 BERKSHIRE HATHAWAY I AT COST 52,625 53,856
10373QAE0 BP CAPITAL MARKETS A AT COST 23,998 24,847
110122CN6 BRISTOL-MYERS SQUIBB AT COST 23,762 24,257
13607HR61 CANADIAN IMPERIAL BA AT COST 23,287 24,002
14913R3A3 CATERPILLAR FINL SER AT COST 23,824 24,413
16679L109 CHEWY INC - CLASS A AT COST 13,445 17,486
17275R102 CISCO SYS INC AT COST 18,390 16,166
191216CT5 COCA-COLA CO/THE AT COST 23,079 24,007
20030NCA7 COMCAST CORP AT COST 27,714 28,595
21037T109 CONSTELLATION ENERGY AT COST 24,872 25,599
21688AAE2 RABOBANK NEDERLAND AT COST 24,125 24,510
219350105 CORNING INC COM AT COST 14,839 12,789
22160N109 COSTAR GROUP INC AT COST 17,455 19,226
22546QAP2 CREDIT SUISSE NEW YO AT COST 24,385 24,646
235851102 DANAHER CORP COMMON AT COST 27,239 28,223
24422EWR6 JOHN DEERE CAPITAL C AT COST 24,898 25,414
25746U109 DOMINION RES INC VA AT COST 14,502 14,100
30303M8G0 META PLATFORMS INC AT COST 23,742 24,345
35671D857 FREEPORT-MCMORAN COP AT COST 22,754 22,136
372460105 GENUINE PARTS CO AT COST 11,628 9,280
377372AN7 GLAXOSMITHKLINE CAP AT COST 24,112 24,648
404280DZ9 HSBC HOLDINGS PLC AT COST 24,909 25,346
437076CB6 HOME DEPOT INC 2.7% AT COST 26,102 27,400
443573100 HUBSPOT INC AT COST 28,190 30,769
452327109 ILLUMINA INC AT COST 22,947 20,468
458140100 INTEL CORPORATION AT COST 14,258 15,578
458140BH2 INTEL CORP AT COST 25,881 27,002
46120E602 INTUITIVE SURGICAL I AT COST 13,664 13,494
464288620 ISHARES BARCLAYS CRE AT COST 50,129 51,260
46647PDH6 JPMORGAN CHASE & CO AT COST 23,714 24,718
482480AL4 K L A CORP AT COST 24,587 25,537
512807AU2 LAM RESEARCH CORP AT COST 23,997 24,667
56585A102 MARATHON PETROLEUM C AT COST 19,802 19,732
595017104 MICROCHIP TECHNOLOGY AT COST 10,665 11,723
606822BN3 MITSUBISHI UFJ FIN G AT COST 23,713 24,146
60687YAR0 MIZUHO FINANCIAL GRO AT COST 28,010 29,110
61747YFA8 MORGAN STANLEY AT COST 24,527 25,114
64110L106 NETFLIX COM INC AT COST 10,570 11,685
651639106 NEWMONT MINING CORP AT COST 28,496 28,559
665859AX2 NORTHERN TRUST CORP AT COST 25,284 26,846
666807102 NORTHROP GRUMMAN COR AT COST 27,704 30,429
67066G104 NVIDIA CORP AT COST 40,308 75,273
674599105 OCCIDENTAL PETROLEUM AT COST 22,732 22,093
693475AW5 PNC FINANCIAL SERVIC AT COST 26,838 28,403
70450YAD5 PAYPAL HLDGS INC AT COST 23,214 23,744
716973AE2 PFIZER INVESTMENT EN AT COST 25,215 25,056
759916109 REPLIGEN CORP AT COST 11,474 11,867
780082AD5 ROYAL BANK OF CANADA AT COST 24,494 24,788
80105N105 SANOFI-SYNTHELABO AT COST 20,821 19,892
803607100 SAREPTA THERAPEUTICS AT COST 22,218 18,707
806857108 SCHLUMBERGER LIMITED AT COST 32,382 30,183
822582CG5 SHELL INTERNATIONAL AT COST 26,206 27,403
82509L107 SHOPIFY INC-A W/I AT COST 9,857 13,243
852234103 SQUARE INC - A AT COST 19,174 22,432
857477CB7 STATE STREET CORP AT COST 24,775 25,026
86562MAF7 SUMITOMO MITSUI FINL AT COST 27,707 28,418
87612EBP0 TARGET CORP AT COST 24,137 25,250
89115A2S0 TORONTO-DOMINION BAN AT COST 25,005 25,475
89788MAN2 TRUIST FINANCIAL COR AT COST 25,032 25,440
90138F102 TWILIO INC - A AT COST 9,428 10,622
90353T100 UBER TECHNOLOGIES IN AT COST 17,258 21,550
91159HHM5 U S BANCORP 3.1% 4 AT COST 23,479 23,957
91324PEC2 UNITEDHEALTH GROUP I AT COST 27,075 27,772
92338C103 VERALTO CORP-W/I AT COST 3,536 3,290
931142FD0 WALMART INC AT COST 23,551 24,763
961214FK4 WESTPAC BANKING CORP AT COST 25,287 25,828
G25508105 CRH ORD AT COST 12,877 15,907
G3223R108 EVEREST RE GRP LTD AT COST 15,287 14,143
G4863A108 INTERNATIONAL GAME T AT COST 25,201 24,121
G7496G103 RENAISSANCERE HLDGS AT COST 16,835 17,052

TY 2023 OtherDecreasesSchedule
Name:
ARCHER M HUNTINGTON CHARITABLE TRUST B
EIN:
13-6078584
Description Amount
MUTUAL FUND TIMING ADJ 1,038
CY PURCHASE OF ACCRUED INTEREST 2,054
ROC ON CY SALES 123
COST BASIS ADJUSTMENT 31


TY 2023 OtherExpensesSchedule
Name:
ARCHER M HUNTINGTON CHARITABLE TRUST B
EIN:
13-6078584
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 16 16   0


TY 2023 OtherIncomeSchedule2
Name:
ARCHER M HUNTINGTON CHARITABLE TRUST B
EIN:
13-6078584
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,134 0  


TY 2023 TaxesSchedule
Name:
ARCHER M HUNTINGTON CHARITABLE TRUST B
EIN:
13-6078584
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,405 2,405   0
FEDERAL ESTIMATES - PRINCIPAL 1,900 0   0
FOREIGN TAXES ON NONQUALIFIED 145 145   0