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 CHAR TR A
 
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

13-6078583
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$6,228,985
J 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... 138,333 137,784  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 650,227
b Gross sales price for all assets on line 6a 3,749,603
7 Capital gain net income (from Part IV, line 2)... 650,227
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)....... 8,925    
12 Total. Add lines 1 through 11........ 797,485 788,011  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,679 1,344   336
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)... 7,989 2,583   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)....... 288 38   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,956 3,965 0 586
25 Contributions, gifts, grants paid....... 286,168 286,168
26 Total expenses and disbursements. Add lines 24 and 25 296,124 3,965 0 286,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 501,361
b Net investment income (if negative, enter -0-) 784,046
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......... 115,723 155,263 155,263
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).......... 5,057,019 Click to see attachment
List of Attached Documents:
// Content
5,517,825
6,073,722
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) 5,172,742 5,673,088 6,228,985
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........ 5,172,742 5,673,088
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)..... 5,172,742 5,673,088
30 Total liabilities and net assets/fund balances (see instructions). 5,172,742 5,673,088
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
5,172,742
2
Enter amount from Part I, line 27a .....................
2
501,361
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,674,103
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,015
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,673,088
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 73. CELANESE CORP DEL   2010-11-05 2023-01-03
b 83. CHEVRONTEXACO CORP   2009-10-29 2023-01-03
c 26. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-03
d 160. GENERAL MILLS INC COM     2023-01-10
e 31. HUMANA INC COM     2023-01-10
31. UNITED HEALTH GROUP INC     2023-01-13
64. UNITED HEALTH GROUP INC     2023-01-18
140. GENERAL MILLS INC COM     2023-01-19
45. MICROSOFT CORP COM     2023-01-19
120. GENERAL MILLS INC COM   2022-10-27 2023-01-25
62. ABBVIE INC     2023-01-26
540. ALTRIA GROUP INC     2023-01-26
62. T -MOBILE US INC     2023-01-26
770. AT&T INC     2023-01-27
250. ALTRIA GROUP INC   2022-05-18 2023-01-27
560. CSX CORP COM   2017-01-13 2023-01-27
130. LAS VEGAS SANDS CORP   2022-12-07 2023-01-30
28. MC DONALDS CORPORATION COMMON   2022-11-01 2023-01-31
49. HONEYWELL INTL INC   2022-09-26 2023-02-02
27. HONEYWELL INTL INC   2005-01-19 2023-02-02
59. MC DONALDS CORPORATION COMMON   2022-11-01 2023-02-02
61. T -MOBILE US INC     2023-02-02
53. ABBVIE INC     2023-02-08
70. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-08
410. AT&T INC     2023-02-09
90. RAYTHEON TECHNOLOGIES CORP   2019-10-21 2023-02-09
54. T -MOBILE US INC   2022-06-03 2023-02-09
160. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-02-10
410. AT&T INC     2023-02-15
123. PIONEER NAT RES CO     2023-02-15
73. T -MOBILE US INC     2023-02-15
114. VALERO ENERGY CORP NEW   2009-10-16 2023-02-15
100. D R HORTON INC   2023-02-02 2023-02-17
60. MICROSOFT CORP COM     2023-02-17
130. MICRON TECHNOLOGY   2022-07-25 2023-02-17
147. CELANESE CORP DEL   2010-11-05 2023-02-21
11. AMERICAN TOWER CORP-CL A   2022-06-03 2023-02-24
53. AMERICAN TOWER CORP-CL A     2023-02-24
10. AMERICAN TOWER CORP-CL A   2021-05-27 2023-02-24
23. AMERICAN TOWER CORP-CL A     2023-03-01
80. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2023-03-01
17. ANTHEM INC     2023-03-03
25. CIGNA CORP   2022-11-10 2023-03-03
142. QUALCOMM INC     2023-03-03
70. D R HORTON INC     2023-03-06
19. HOME DEPOT INC USD 0.05   2023-02-02 2023-03-06
110. LAS VEGAS SANDS CORP     2023-03-06
60. ORACLE CORPORATION   2022-12-16 2023-03-15
22. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-03-15
31. ACCENTURE PLC IRELAND SHS CL A   2021-10-27 2023-03-15
101. T -MOBILE US INC     2023-03-16
179. TARGET CORP     2023-04-12
652. TRUIST FINL CORP     2023-04-12
51. CIGNA CORP     2023-04-14
220. D R HORTON INC     2023-04-14
22. EQUINIX INC     2023-04-14
90. HOME DEPOT INC USD 0.05     2023-04-14
57. HOME DEPOT INC USD 0.05   2005-08-29 2023-04-14
61. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-04-14
77. C D W CORP/DE   2023-03-16 2023-04-19
132. PROLOGIS INC   2022-10-27 2023-04-19
110. AMERICAN TOWER CORP-CL A     2023-06-01
51. BROADCOM INC     2023-06-01
5841.121 BNY MELLON INTL EQUITY INCOME FUND   2014-01-17 2023-06-22
13. BROADCOM INC   2022-12-16 2023-06-30
19. BROADCOM INC   2022-05-12 2023-06-30
162. FACEBOOK INC     2023-06-30
20. KLA TENCOR CORP   2019-10-24 2023-06-30
129. MASTERCARD INC   2021-11-19 2023-06-30
250. MICRON TECHNOLOGY     2023-06-30
820. MICRON TECHNOLOGY     2023-06-30
151. PROCTER & GAMBLE CO COM     2023-06-30
91. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
237. QUALCOMM INC     2023-06-30
253. TEXAS INSTRUMENTS INC     2023-06-30
290. COCA-COLA CO USD     2023-07-31
120. COCA-COLA CO USD   2022-01-27 2023-07-31
21. DEERE & COMPANY   2022-11-03 2023-07-31
98. DEERE & COMPANY   2017-06-16 2023-07-31
13. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
44. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
90. NEXTERA ENERGY INC   2023-02-10 2023-07-31
140. NEXTERA ENERGY INC     2023-07-31
136. NIKE INC CL B     2023-07-31
69. NIKE INC CL B     2023-07-31
80. ORACLE CORPORATION     2023-07-31
60. ORACLE CORPORATION   2022-11-16 2023-07-31
280. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
480. SYNCHRONY FINANCIAL     2023-07-31
39. T -MOBILE US INC     2023-07-31
115. T -MOBILE US INC     2023-07-31
690. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
13. HUMANA INC COM   2022-09-02 2023-08-16
26. HUMANA INC COM   2022-09-02 2023-08-17
96. SALESFORCE COM INC   2023-03-15 2023-08-21
225. ADVANCED MICRO DEVICES INC     2023-08-31
640. ALCOA UPSTREAM CORP     2023-08-31
79. BOEING COMPANY     2023-08-31
57. FACEBOOK INC   2023-01-26 2023-08-31
104. HONEYWELL INTL INC   2005-01-19 2023-08-31
51. MASTERCARD INC     2023-08-31
208. MERCK & CO INC     2023-08-31
194. ORACLE CORPORATION     2023-08-31
20. REGENERON PHARMACEUTICALS INC     2023-08-31
940. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
194. T -MOBILE US INC     2023-08-31
3420. SOUTHWESTERN ENERGY CO     2023-09-01
1370. AT&T INC     2023-09-20
135. ABBOTT LABORATORIES   2023-01-13 2023-09-20
299. ABBOTT LABORATORIES     2023-09-20
30. ABBVIE INC   2020-02-28 2023-09-20
274. ALLSTATE CORP COM     2023-09-20
820. ALPHABET INC/CA     2023-09-20
500. ALPHABET INC/CA     2023-09-20
500. AMERICAN INTERNATIONAL GROUP     2023-09-20
138. AMERIPRISE FINL INC     2023-09-20
510. AMPHENOL CORP NEW     2023-09-20
64. ANTHEM INC   2022-10-10 2023-09-20
160. BAKER HUGHES A GE CO   2023-01-03 2023-09-20
510. BAKER HUGHES A GE CO     2023-09-20
320. BANK AMER CORP   2022-09-23 2023-09-20
590. BANK AMER CORP     2023-09-20
82. BOEING COMPANY   2022-11-08 2023-09-20
1000. BOSTON SCIENTIFIC CORP COM     2023-09-20
8. BROADCOM INC   2022-11-10 2023-09-20
13. BROADCOM INC   2022-05-19 2023-09-20
470. CSX CORP COM   2017-01-13 2023-09-20
60. CHARTER COMMUNICATIONS INC-A     2023-09-20
570. COCA-COLA CO USD     2023-09-20
650. CORNING INC COM     2023-09-20
83. COSTCO WHSL CORP NEW     2023-09-20
25. DEERE & COMPANY   2017-06-16 2023-09-20
120. EQT CORP COM   2023-08-21 2023-09-20
750. ENBRIDGE INC     2023-09-20
331. EXXON MOBIL CORP   2022-11-01 2023-09-20
58. FACEBOOK INC   2023-01-26 2023-09-20
106. GENUINE PARTS CO   2023-03-06 2023-09-20
90. HONEYWELL INTL INC   2005-01-19 2023-09-20
133. ILLINOIS TOOL WORKS INC COM   2014-08-15 2023-09-20
173. J P MORGAN CHASE & CO     2023-09-20
58. KLA TENCOR CORP   2019-10-24 2023-09-20
20. LAS VEGAS SANDS CORP   2022-09-23 2023-09-20
380. LAS VEGAS SANDS CORP   2022-06-08 2023-09-20
56. MARTIN MARIETTA MATLS INC   2022-08-31 2023-09-20
35. MASTERCARD INC   2022-11-07 2023-09-20
50. MASTERCARD INC     2023-09-20
78. MC DONALDS CORPORATION COMMON   2022-06-22 2023-09-20
346. MERCK & CO INC   2022-10-10 2023-09-20
220. MICROCHIP TECHNOLOGY INC   2023-03-03 2023-09-20
30. NEXTERA ENERGY INC   2023-02-10 2023-09-20
242. NEXTERA ENERGY INC   2018-05-09 2023-09-20
155. NIKE INC CL B   2015-04-21 2023-09-20
140. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2023-09-20
410. OLIN CORP COM PAR $1     2023-09-20
276. ORACLE CORPORATION     2023-09-20
77. PROCTER & GAMBLE CO COM   2023-01-19 2023-09-20
33. PROCTER & GAMBLE CO COM   2022-09-14 2023-09-20
360. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2023-09-20
20. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-09-20
1. REPLIGEN CORP   2023-08-31 2023-09-20
89. S & P GLOBAL INC     2023-09-20
70. SAREPTA THERAPEUTICS INC   2023-06-30 2023-09-20
260. SHOPIFY INC-A W/I   2023-06-01 2023-09-20
119. STRYKER CORP   2023-01-18 2023-09-20
330. SYNCHRONY FINANCIAL     2023-09-20
62. THERMO ELECTRON CORP     2023-09-20
220. TWILIO INC - A   2023-06-01 2023-09-20
210. VOYA FINANCIAL INC     2023-09-20
48. ACCENTURE PLC IRELAND SHS CL A   2022-10-17 2023-09-20
9. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2023-09-20
51. EATON CORP PLC   2022-09-26 2023-09-20
76. EATON CORP PLC   2012-11-30 2023-09-20
14. TRANE TECHNOLOGIES PLC   2012-05-22 2023-09-20
100. CF INDS HLDGS INC   2023-09-20 2023-09-21
143. CONOCOPHILLIPS   2023-09-20 2023-09-21
280. EDWARDS LIFESCIENCES CORP   2023-09-20 2023-09-21
320. HOWMET AEROSPACE INC   2023-09-20 2023-09-21
1. ELI LILLY & CO COM   2023-09-20 2023-09-21
27. ELI LILLY & CO COM   2022-06-17 2023-09-21
40. NETFLIX COM INC     2023-09-21
1950. PELOTON INTERACTIVE INC-A     2023-09-21
160. RAYTHEON TECHNOLOGIES CORP   2023-09-20 2023-09-21
295. RAYTHEON TECHNOLOGIES CORP     2023-09-21
240. UBER TECHNOLOGIES INC   2023-07-31 2023-09-21
380. SCHWAB CHARLES CORP NEW   2023-09-20 2023-10-06
360. BAXTER INTL INC COM   2023-07-31 2023-10-12
.3333 VERALTO CORP-W/I   2023-07-31 2023-10-16
95. HESS CORP     2023-10-24
183. HESS CORP     2023-10-24
37. ESTEE LAUDER COMPANIES INC CL A     2023-11-03
124. ESTEE LAUDER COMPANIES INC CL A     2023-11-03
360. GILEAD SCIENCES INC   2023-09-20 2023-11-15
77. MCKESSON CORPORATION   2023-09-20 2023-11-16
230. MICRON TECHNOLOGY   2023-09-21 2023-11-20
86. ASSURANT INC     2023-12-07
820. EQT CORP COM     2023-12-07
75. INTUITIVE SURGICAL INC     2023-12-07
44. AON PLC/IRELAND A   2023-09-20 2023-12-07
72. EVEREST RE GRP LTD     2023-12-07
74. ASSURANT INC     2023-12-08
520. EXELON CORP     2023-12-18
650. EXELON CORP     2023-12-18
6438.145 BNY MELLON INTL EQUITY INCOME FUND     2023-12-19
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 7,434   2,835 4,599
b 14,438   6,469 7,969
c 6,772   7,094 -322
d 13,475   13,088 387
e 14,902   15,402 -500
15,433   10,499 4,934
30,619   14,367 16,252
10,883   11,323 -440
10,406   4,750 5,656
9,259   9,590 -331
9,134   6,008 3,126
23,909   30,307 -6,398
9,205   9,266 -61
15,305   15,514 -209
11,066   13,428 -2,362
16,832   7,220 9,612
7,506   6,026 1,480
7,405   7,640 -235
9,946   8,349 1,597
5,480   919 4,561
15,513   16,099 -586
8,960   8,907 53
7,706   4,991 2,715
6,835   5,538 1,297
7,774   7,892 -118
8,788   7,120 1,668
7,737   7,374 363
9,650   11,542 -1,892
7,860   7,542 318
27,218   16,255 10,963
10,749   9,382 1,367
15,535   2,072 13,463
9,423   10,311 -888
15,415   6,329 9,086
7,644   7,858 -214
16,595   5,709 10,886
2,172   2,953 -781
10,375   13,794 -3,419
1,957   2,551 -594
4,468   5,688 -1,220
4,704   5,771 -1,067
7,944   8,212 -268
7,144   8,070 -926
17,437   20,350 -2,913
6,412   7,162 -750
5,686   6,443 -757
6,610   4,356 2,254
4,946   4,804 142
5,381   6,793 -1,412
7,582   11,006 -3,424
14,320   12,868 1,452
29,602   29,477 125
21,640   26,652 -5,012
13,225   15,599 -2,374
21,542   20,334 1,208
15,150   9,507 5,643
26,291   29,540 -3,249
16,651   2,318 14,333
14,110   5,294 8,816
12,717   14,891 -2,174
16,519   14,589 1,930
20,567   16,788 3,779
40,285   29,427 10,858
75,000   83,645 -8,645
11,286   7,186 4,100
16,494   10,647 5,847
46,568   27,002 19,566
9,671   3,355 6,316
50,484   44,442 6,042
15,854   13,509 2,345
52,002   32,571 19,431
22,784   22,807 -23
13,731   13,638 93
28,200   28,299 -99
45,389   43,002 2,387
17,917   18,085 -168
7,437   7,287 150
9,004   8,303 701
42,021   12,541 29,480
3,798   3,547 251
12,854   10,720 2,134
6,584   6,711 -127
10,242   11,614 -1,372
14,998   16,412 -1,414
7,609   3,598 4,011
9,339   6,395 2,944
7,009   4,783 2,226
18,821   16,234 2,587
16,543   11,693 4,850
5,366   4,926 440
15,823   14,411 1,412
34,253   39,474 -5,221
6,427   6,306 121
12,768   12,611 157
19,790   17,359 2,431
23,739   4,713 19,026
19,246   33,896 -14,650
17,781   14,420 3,361
16,965   8,368 8,597
19,556   3,540 16,016
21,034   17,515 3,519
22,772   21,314 1,458
23,349   15,153 8,196
16,551   14,521 2,030
6,334   6,399 -65
26,439   16,240 10,199
23,152   22,121 1,031
21,033   24,995 -3,962
13,625   15,322 -1,697
30,176   19,952 10,224
4,610   2,511 2,099
31,091   36,260 -5,169
112,917   89,184 23,733
68,852   9,779 59,073
31,310   18,452 12,858
47,896   31,059 16,837
44,060   38,602 5,458
28,205   29,959 -1,754
5,768   4,682 1,086
18,386   16,301 2,085
9,214   10,073 -859
16,987   9,721 7,266
16,874   13,873 3,001
54,862   43,833 11,029
6,783   4,024 2,759
11,022   7,185 3,837
14,648   6,059 8,589
26,998   24,161 2,837
33,231   31,156 2,075
20,775   22,964 -2,189
46,802   21,346 25,456
10,023   3,199 6,824
4,889   5,319 -430
26,162   28,869 -2,707
38,864   37,034 1,830
17,686   8,515 9,171
15,709   18,397 -2,688
17,592   3,063 14,529
31,739   11,544 20,195
25,855   23,629 2,226
26,650   9,729 16,921
974   701 273
18,515   14,084 4,431
23,624   19,432 4,192
14,454   11,311 3,143
20,649   16,912 3,737
21,743   19,004 2,739
37,443   31,317 6,126
17,202   18,049 -847
2,039   2,237 -198
16,447   9,594 6,853
14,687   7,763 6,924
9,135   8,601 534
20,259   24,740 -4,481
31,097   20,907 10,190
11,861   11,189 672
5,083   4,583 500
21,905   24,736 -2,831
16,692   13,797 2,895
166   174 -8
34,700   19,508 15,192
8,296   8,017 279
15,034   15,075 -41
35,048   30,083 4,965
10,747   7,557 3,190
31,637   19,262 12,375
13,405   14,815 -1,410
14,461   6,616 7,845
15,280   12,571 2,709
2,865   2,779 86
11,069   6,824 4,245
16,495   2,812 13,683
2,856   359 2,497
8,368   8,345 23
17,028   17,535 -507
19,644   20,564 -920
14,756   15,217 -461
550   574 -24
14,838   7,979 6,859
15,370   17,482 -2,112
8,666   18,809 -10,143
11,614   12,160 -546
21,414   21,558 -144
10,681   11,834 -1,153
19,414   22,019 -2,605
11,409   16,330 -4,921
24   30 -6
15,098   14,805 293
28,478   25,764 2,714
4,158   9,347 -5,189
13,936   34,062 -20,126
27,020   27,399 -379
34,678   33,500 1,178
18,072   15,654 2,418
14,420   12,206 2,214
29,878   34,311 -4,433
23,187   25,119 -1,932
14,096   15,087 -991
27,564   27,465 99
12,404   10,486 1,918
17,861   21,128 -3,267
22,326   18,527 3,799
86,529   86,355 174
      47,728
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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       4,599
b       7,969
c       -322
d       387
e       -500
      4,934
      16,252
      -440
      5,656
      -331
      3,126
      -6,398
      -61
      -209
      -2,362
      9,612
      1,480
      -235
      1,597
      4,561
      -586
      53
      2,715
      1,297
      -118
      1,668
      363
      -1,892
      318
      10,963
      1,367
      13,463
      -888
      9,086
      -214
      10,886
      -781
      -3,419
      -594
      -1,220
      -1,067
      -268
      -926
      -2,913
      -750
      -757
      2,254
      142
      -1,412
      -3,424
      1,452
      125
      -5,012
      -2,374
      1,208
      5,643
      -3,249
      14,333
      8,816
      -2,174
      1,930
      3,779
      10,858
      -8,645
      4,100
      5,847
      19,566
      6,316
      6,042
      2,345
      19,431
      -23
      93
      -99
      2,387
      -168
      150
      701
      29,480
      251
      2,134
      -127
      -1,372
      -1,414
      4,011
      2,944
      2,226
      2,587
      4,850
      440
      1,412
      -5,221
      121
      157
      2,431
      19,026
      -14,650
      3,361
      8,597
      16,016
      3,519
      1,458
      8,196
      2,030
      -65
      10,199
      1,031
      -3,962
      -1,697
      10,224
      2,099
      -5,169
      23,733
      59,073
      12,858
      16,837
      5,458
      -1,754
      1,086
      2,085
      -859
      7,266
      3,001
      11,029
      2,759
      3,837
      8,589
      2,837
      2,075
      -2,189
      25,456
      6,824
      -430
      -2,707
      1,830
      9,171
      -2,688
      14,529
      20,195
      2,226
      16,921
      273
      4,431
      4,192
      3,143
      3,737
      2,739
      6,126
      -847
      -198
      6,853
      6,924
      534
      -4,481
      10,190
      672
      500
      -2,831
      2,895
      -8
      15,192
      279
      -41
      4,965
      3,190
      12,375
      -1,410
      7,845
      2,709
      86
      4,245
      13,683
      2,497
      23
      -507
      -920
      -461
      -24
      6,859
      -2,112
      -10,143
      -546
      -144
      -1,153
      -2,605
      -4,921
      -6
      293
      2,714
      -5,189
      -20,126
      -379
      1,178
      2,418
      2,214
      -4,433
      -1,932
      -991
      99
      1,918
      -3,267
      3,799
      174
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 650,227
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 10,898
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 10,898
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 10,898
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,424
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 5,424
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 5,474
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 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
1,679    
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
5,877,290
b
Average of monthly cash balances.......................
1b
82,486
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,959,776
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
5,959,776
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
89,397
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,870,379
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
293,519
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
293,519
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,898
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,898
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
282,621
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
282,621
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
282,621
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
286,754
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
286,754
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 7 282,621
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...... 0
b From 2019...... 0
c From 2020...... 15,287
d From 2021...... 0
e From 2022...... 73,286
f Total of lines 3a through e ........ 88,573
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 286,754
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..... 282,621
e Remaining amount distributed out of corpus 4,133
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 92,706
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 ......
92,706
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 15,287
c Excess from 2021.... 0
d Excess from 2022.... 73,286
e Excess from 2023.... 4,133
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

LIBRARY OF CONGRESS

101 INDEPENDENCE AVE SE
WASHINGTON,DC20540
NONE PC GENERAL OPERATING 143,084

AMERICAN ACADEMY OF ARTS & LETTERS

633 W 155TH ST
NEW YORK,NY100327501
NONE PC GENERAL OPERATING 143,084
Total .................................right arrow 3a 286,168
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 ....     14 138,333  
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 ............
    18 650,227  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 8,925  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   797,485  
13Total. Add line 12, columns (b), (d), and (e)..................
13
797,485
(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 CHAR TR A
EIN:
13-6078583
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87165B103 SYNCHRONY FINANCIAL      
023135106 AMAZON COM INC AT COST 86,994 150,876
05569M871 BNY MELLON INTL FD C AT COST 158,960 174,422
101137107 BOSTON SCIENTIFIC CO      
150870103 CELANESE CORP DEL      
46625H100 J P MORGAN CHASE & C AT COST 47,045 77,906
G29183103 EATON CORP PLC AT COST 6,918 45,033
03027X100 AMERICAN TOWER CORP-      
126408103 CSX CORP COM      
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
654106103 NIKE INC CL B      
723787107 PIONEER NAT RES CO      
872590104 T -MOBILE US INC      
91913Y100 VALERO ENERGY CORP N      
05569M368 BNY MELLON CORP BOND AT COST 250,000 235,686
05569M384 BNY MELLON INTL EQUI      
05569M855 BNY MELLON EMERGING AT COST 156,321 165,165
30161N101 EXELON CORP      
594918104 MICROSOFT CORP COM AT COST 120,569 271,877
438516106 HONEYWELL INTL INC      
02079K305 ALPHABET INC/CA      
05569M830 BNY MELLON BOND FD C AT COST 646,150 537,566
002824100 ABBOTT LABORATORIES      
026874784 AMERICAN INTERNATION AT COST 7,803 19,648
166764100 CHEVRONTEXACO CORP      
882508104 TEXAS INSTRUMENTS IN      
91324P102 UNITED HEALTH GROUP AT COST 25,132 58,965
037833100 APPLE COMPUTER INC C AT COST 106,527 198,306
437076102 HOME DEPOT INC USD 0      
452308109 ILLINOIS TOOL WORKS      
595112103 MICRON TECHNOLOGY      
65339F101 NEXTERA ENERGY INC      
05569M814 BNY MELLON INTERMEDI AT COST 500,000 455,322
060505104 BANK AMER CORP      
29444U700 EQUINIX INC      
929089100 VOYA FINANCIAL INC AT COST 6,328 17,510
007903107 ADVANCED MICRO DEVIC      
05587K865 BNYM SELECT MGR S/C AT COST 60,000 65,994
05588D753 BNY MELLON INTL EQTY AT COST 73,000 73,836
78409V104 S & P GLOBAL INC      
89832Q109 TRUIST FINL CORP      
12572Q105 CME GROUP INC AT COST 59,633 65,918
482480100 KLA TENCOR CORP      
05588E850 BNY MELLON HIGH YIEL AT COST 225,000 194,179
05587K824 BNYM SEL MGR S/C VAL AT COST 60,000 63,327
05587K857 BNYM INTL STCK-Y AT COST 55,958 113,949
191216100 COCA-COLA CO USD AT COST 21,761 22,983
883556102 THERMO ELECTRON CORP      
05587N737 BNYM OPPORT SM CAP-Y AT COST 60,000 63,979
05588M100 BNYM MIDCAP INDEX FU AT COST 370,000 360,618
00287Y109 ABBVIE INC AT COST 41,761 65,397
05589K400 BNYM FLTNG RT INC-Y AT COST 91,162 83,521
G8994E103 TRANE TECHNOLOGIES P AT COST 3,464 32,927
75513E101 RAYTHEON TECHNOLOGIE      
532457108 ELI LILLY & CO COM AT COST 24,384 80,443
518439104 ESTEE LAUDER COMPANI      
57636Q104 MASTERCARD INC      
G1151C101 ACCENTURE PLC IRELAN      
03076C106 AMERIPRISE FINL INC      
036752103 ANTHEM INC      
02209S103 ALTRIA GROUP INC      
58933Y105 MERCK & CO INC      
032095101 AMPHENOL CORP NEW      
742718109 PROCTER & GAMBLE CO      
370334104 GENERAL MILLS INC CO      
517834107 LAS VEGAS SANDS CORP AT COST 17,924 25,589
00206R102 AT&T INC AT COST 24,041 26,009
75886F107 REGENERON PHARMACEUT      
747525103 QUALCOMM INC      
845467109 SOUTHWESTERN ENERGY      
097023105 BOEING COMPANY      
74340W103 PROLOGIS INC      
573284106 MARTIN MARIETTA MATL      
29250N105 ENBRIDGE INC      
580135101 MC DONALDS CORPORATI      
020002101 ALLSTATE CORP COM AT COST 39,511 39,754
125523100 CIGNA CORP      
05588F709 BNYM GLBL RL EST SEC AT COST 50,000 42,612
30231G102 EXXON MOBIL CORP AT COST 49,297 49,090
744573106 PUBLIC SERVICE ENTER      
87612E106 TARGET CORP      
05722G100 BAKER HUGHES A GE CO      
444859102 HUMANA INC COM      
11135F101 BROADCOM INC      
68389X105 ORACLE CORPORATION      
016255101 ALIGN TECHNOLOGY INC AT COST 46,282 35,894
02079K107 ALPHABET INC AT COST 197,405 200,684
031100100 AMETEK INC NEW AT COST 25,437 27,207
038222105 APPLIED MATERIALS IN AT COST 43,621 51,052
03990B101 ARES MANAGEMENT CORP AT COST 27,196 35,557
04621X108 ASSURANT INC AT COST 13,615 16,344
075887109 BECTON DICKINSON AND AT COST 61,774 54,618
084670702 BERKSHIRE HATHAWAY I AT COST 97,195 97,725
09073M104 BIO-TECHNE CORP AT COST 20,655 22,376
125269100 CF INDS HLDGS INC AT COST 18,359 17,490
16679L109 CHEWY INC - CLASS A AT COST 20,058 25,284
17275R102 CISCO SYS INC AT COST 63,393 56,582
172908105 CINTAS CORP AT COST 24,904 28,928
20825C104 CONOCOPHILLIPS AT COST 16,508 17,178
21037T109 CONSTELLATION ENERGY AT COST 39,917 41,964
22160N109 COSTAR GROUP INC AT COST 34,896 37,578
235851102 DANAHER CORP COMMON AT COST 61,508 63,619
254687106 DISNEY (WALT) COMPAN AT COST 26,291 28,893
25746U109 DOMINION RES INC VA AT COST 40,568 39,950
35671D857 FREEPORT-MCMORAN COP AT COST 41,740 41,293
37045V100 GENERAL MOTORS CO AT COST 19,777 20,834
38141G104 GOLDMAN SACHS GROUP AT COST 30,504 34,334
443201108 HOWMET AEROSPACE INC AT COST 16,644 18,942
443573100 HUBSPOT INC AT COST 44,654 48,765
452327109 ILLUMINA INC AT COST 32,861 30,076
45687V106 INGERSOLL RAND INC AT COST 36,048 41,764
458140100 INTEL CORPORATION AT COST 15,952 23,115
460690100 INTERPUBLIC GROUP OF AT COST 25,897 27,744
49177J102 KENVUE INC AT COST 26,394 26,697
550021109 LULULEMON ATHLETICA AT COST 21,785 28,632
56585A102 MARATHON PETROLEUM C AT COST 37,672 36,793
617446448 MORGAN STANLEY DEAN AT COST 42,781 44,760
651639106 NEWMONT MINING CORP AT COST 40,751 42,632
666807102 NORTHROP GRUMMAN COR AT COST 45,598 48,687
67066G104 NVIDIA CORP AT COST 69,805 126,281
674599105 OCCIDENTAL PETROLEUM AT COST 27,647 26,870
743315103 PROGRESSIVE CORP OHI AT COST 29,077 32,334
759916109 REPLIGEN CORP AT COST 17,733 18,340
776696106 ROPER INDS INC NEW AT COST 45,842 49,610
778296103 ROSS STORES INC AT COST 16,535 20,205
780259305 SHELL PLC-W/I-ADR AT COST 29,899 30,268
80105N105 SANOFI-SYNTHELABO AT COST 44,650 39,784
803607100 SAREPTA THERAPEUTICS AT COST 26,455 22,275
806857108 SCHLUMBERGER LIMITED AT COST 62,252 57,244
82509L107 SHOPIFY INC-A W/I AT COST 45,623 51,414
852234103 SQUARE INC - A AT COST 30,249 35,581
90353T100 UBER TECHNOLOGIES IN AT COST 22,810 28,938
92338C103 VERALTO CORP-W/I AT COST 16,458 17,357
98978V103 ZOETIS INC AT COST 16,320 17,763
G0403H108 AON PLC/IRELAND A AT COST 30,409 25,901
G25508105 CRH ORD AT COST 33,918 41,496
G4863A108 INTERNATIONAL GAME T AT COST 45,622 41,937
G5960L103 MEDTRONIC PLC AT COST 54,833 54,371
G7496G103 RENAISSANCERE HLDGS AT COST 30,796 28,616
H11356104 BUNGE GLOBAL SA AT COST 16,609 14,739

TY 2023 OtherDecreasesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Amount
MUTUAL FUND TIMING ADJ 817
ROC ON CY SALES 192
ROUNDING 6


TY 2023 OtherExpensesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
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 38 38   0


TY 2023 OtherIncomeSchedule2
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 8,925 0  


TY 2023 TaxesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,563 2,563   0
FEDERAL TAX PAYMENT - PRIOR YE 2,694 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,712 0   0
FOREIGN TAXES ON NONQUALIFIED 20 20   0