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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STAMBAUGH AVANELL C CHAR TW
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

34-6673319
B Telephone number (see instructions)

(216) 222-3075
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,488,906J 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... 63,781 63,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,537
b Gross sales price for all assets on line 6a 994,981
7 Capital gain net income (from Part IV, line 2)... 83,537
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).......      
12 Total. Add lines 1 through 11........ 147,318 147,211  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,772 2,218   554
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
236 0 0 236
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
3,531 844   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
321 121   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,860 3,183 0 990
25 Contributions, gifts, grants paid....... 109,183 109,183
26 Total expenses and disbursements. Add lines 24 and 25 116,043 3,183 0 110,173
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,275
b Net investment income (if negative, enter -0-) 144,028
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 98,759 103,515 103,515
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)....... 76,102    
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).......... 1,929,763 Click to see attachment
List of Attached Documents:
// Content
2,033,359 		2,385,391
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) 2,104,624 2,136,874 2,488,906
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........ 2,104,624 2,136,874
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)..... 2,104,624 2,136,874
30 Total liabilities and net assets/fund balances (see instructions). 2,104,624 2,136,874
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
2,104,624
2
Enter amount from Part I, line 27a .....................
2
31,275
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,835
4
Add lines 1, 2, and 3 ..........................
4
2,138,734
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,860
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,136,874
Form 990-PF (2024)
Form 990-PF (2024)
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 928.13 BAIRD MIDCAP INST   2023-02-06 2024-02-01
b 22. NESTLE S.A. SPONSORED ADR REPSTG REG SH   2020-01-08 2024-02-16
c 1. ADVANTEST CORP- SPON ADR SEDOL B1CCJ03   2023-07-18 2024-03-06
d 3. ADYEN NV-UNSPON ADR SEDOL BJXK4M9   2020-10-08 2024-03-06
e 2. ASTRAZENECA PLC SPONS ADR   2022-07-11 2024-03-06
5. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2020-01-08 2024-03-06
1. ATLASSIAN CORP CL A SEDOL BQ1PC76   2021-09-20 2024-03-06
2. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2023-06-30 2024-03-06
3. EXPERIAN PLC SPON ADR   2020-01-08 2024-03-06
5. ICICI BANK LTD SPON ADR   2022-12-07 2024-03-06
1. NOVO NORDISK A S ADR   2022-04-12 2024-03-06
1. THOMSON REUTERS CORP SEDOL BNBXPB4   2022-12-29 2024-03-06
1. WASTE CONNECTIONS INC SEDOL BYVG1F6   2023-07-14 2024-03-06
1. ARCH CAPITAL GROUP LTD SEDOL 2740542   2023-07-20 2024-03-06
64. ADYEN NV-UNSPON ADR SEDOL BJXK4M9   2020-10-08 2024-03-25
55. ADVANTEST CORP- SPON ADR SEDOL B1CCJ03   2023-07-18 2024-04-01
46. ADYEN NV-UNSPON ADR SEDOL BJXK4M9   2023-10-06 2024-04-01
147. ADYEN NV-UNSPON ADR SEDOL BJXK4M9     2024-04-01
36. ASTRAZENECA PLC SPONS ADR   2022-07-11 2024-04-01
115. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2020-01-08 2024-04-01
2. ATLASSIAN CORP CL A SEDOL BQ1PC76   2023-10-18 2024-04-01
14. ATLASSIAN CORP CL A SEDOL BQ1PC76     2024-04-01
50. BAE SYSYTEMS PLC SPONSORED ADR     2024-04-01
28. CANADIAN NATURAL RESOURCES SEDOL 2171573   2023-12-21 2024-04-01
8. CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09   2023-08-10 2024-04-01
51. CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09   2020-01-08 2024-04-01
66. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2023-06-30 2024-04-01
5. EPAM SYSTEMS INC     2024-04-01
22. EVOLUTION AB ADR SEDOL BD079T3     2024-04-01
61. EXPERIAN PLC SPON ADR   2020-01-08 2024-04-01
99. ICICI BANK LTD SPON ADR     2024-04-01
25. L OREAL CO UNSPONSORED ADR   2023-11-21 2024-04-01
16. LVMH MOET HENNESSY LOUIS ADR   2020-01-08 2024-04-01
2. MERCADOLIBRE INC     2024-04-01
48. NOVO NORDISK A S ADR     2024-04-01
60. SAFRAN SA UNSPON ADR   2023-11-29 2024-04-01
49. SCHNEIDER ELECTRIC SE     2024-04-01
14. THOMSON REUTERS CORP SEDOL BNBXPB4   2022-12-29 2024-04-01
1. WASTE CONNECTIONS INC SEDOL BYVG1F6   2023-07-14 2024-04-01
12. WASTE CONNECTIONS INC SEDOL BYVG1F6   2022-10-07 2024-04-01
10. AON PLC/IRELAND-A SEDOL BLP1HW5     2024-04-01
4. ARCH CAPITAL GROUP LTD SEDOL 2740542   2023-07-20 2024-04-01
27. ARCH CAPITAL GROUP LTD SEDOL 2740542   2023-03-31 2024-04-01
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2023-09-26 2024-04-01
6. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2020-01-08 2024-04-01
2. FERGUSON PLC MERGED 08/01/24   2023-05-24 2024-04-01
13. FERGUSON PLC MERGED 08/01/24   2022-03-10 2024-04-01
4. ICON PLC SEDOL B94G471   2023-08-14 2024-04-01
11. ICON PLC SEDOL B94G471     2024-04-01
1. NEW LINDE PLC SEDOL BNZHB81   2023-09-26 2024-04-01
5. NEW LINDE PLC SEDOL BNZHB81   2022-12-28 2024-04-01
201. NU HOLDINGS LTD/CAYMAN ISL-A SEDOL BN6NP19   2024-03-06 2024-04-01
11. STERIS PLC SEDOL BFY8C75     2024-04-01
65. UBS GROUP AG SEDOL BRJL176   2023-12-27 2024-04-01
7. MONDAY.COM LTD SEDOL BMHRYX8   2024-03-04 2024-04-01
5. ASM INTERNATIONAL N V   2022-04-19 2024-04-01
5. ASML HOLDING NV-NY SEDOL B908F01     2024-04-01
12. FERRARI NV - W/I SEDOL BZ1GMK5     2024-04-01
1837.082 OAKMARK INTL SM CAP-R6   2023-06-08 2024-04-17
950. ISHARES RUSSELL MID-CAP ETF     2024-04-17
125. ISHARES RUSSELL 2000 ETF   2021-01-22 2024-04-17
575. ISHARES MSCI EAFE SMALL-CAP ETF   2022-10-27 2024-04-17
680. ISHARES CORE MSCI EAFE ETF ETF     2024-04-17
9183.721 PGIM HIGH YIELD FUND CLASS R6   2020-01-09 2024-04-17
1967.401 VANGUARD INTERNATIONAL VALUE FUND 46   2022-10-27 2024-04-17
7148.202 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2019-01-04 2024-04-17
2896.475 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-06-08 2024-09-23
75. ISHARES CORE S&P 500 ETF   2024-04-17 2024-09-23
440. ISHARES RUSSELL MID-CAP GROWTH ETF     2024-09-23
995. ISHARES U S TREASURY BOND ETF   2024-04-17 2024-09-23
1602.989 MOERUS WORLDWIDE VALUE FUND CLASS INST   2024-04-17 2024-09-23
894.231 TOUCHSTONE MID CAP-R6   2024-04-17 2024-09-23
5825.967 TRANSAMERICA SM CAP GROW-I2   2020-01-06 2024-09-23
3556.869 VANGUARD TOTAL BD MKT INDX 584 ADM   2023-04-20 2024-09-23
9151.487 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2023-06-08 2024-11-05
20. ISHARES CORE S&P 500 ETF   2022-04-20 2024-11-05
2895.323 MADISON MID CAP FUND-R6   2024-09-23 2024-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
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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    
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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    
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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 22,656   21,922 734
b 2,428   2,345 83
c 50   40 10
d 48   59 -11
e 131   135 -4
87   51 36
197   397 -200
56   57 -1
130   100 30
131   114 17
124   59 65
158   114 44
168   141 27
88   81 7
1,037   1,252 -215
2,368   2,174 194
788   362 426
2,518   2,345 173
2,421   2,426 -5
1,933   1,164 769
390   389 1
2,731   3,377 -646
3,474   2,610 864
2,137   1,800 337
705   658 47
4,491   2,663 1,828
1,924   1,872 52
1,381   2,316 -935
2,751   3,804 -1,053
2,648   2,036 612
2,591   2,204 387
2,371   2,327 44
2,900   1,502 1,398
3,070   2,732 338
6,166   2,488 3,678
3,401   2,653 748
2,216   1,505 711
2,174   1,599 575
170   141 29
2,045   1,607 438
3,309   2,284 1,025
370   325 45
2,495   1,825 670
688   625 63
2,063   1,230 833
436   285 151
2,834   1,865 969
1,334   1,037 297
3,668   2,167 1,501
464   371 93
2,320   1,650 670
2,389   2,265 124
2,441   1,650 791
1,997   2,030 -33
1,558   1,610 -52
3,061   1,588 1,473
5,026   1,509 3,517
5,236   1,955 3,281
34,794   33,490 1,304
74,861   62,777 12,084
24,237   26,446 -2,209
34,761   29,848 4,913
48,144   46,811 1,333
42,521   51,245 -8,724
78,991   65,180 13,811
64,763   80,473 -15,710
24,649   24,139 510
43,072   37,733 5,339
51,461   46,418 5,043
23,332   22,129 1,203
27,347   24,285 3,062
51,347   47,430 3,917
40,141   39,442 699
35,213   34,466 747
75,591   76,267 -676
11,573   8,973 2,600
53,129   52,000 1,129
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
      26,112
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       734
b       83
c       10
d       -11
e       -4
      36
      -200
      -1
      30
      17
      65
      44
      27
      7
      -215
      194
      426
      173
      -5
      769
      1
      -646
      864
      337
      47
      1,828
      52
      -935
      -1,053
      612
      387
      44
      1,398
      338
      3,678
      748
      711
      575
      29
      438
      1,025
      45
      670
      63
      833
      151
      969
      297
      1,501
      93
      670
      124
      791
      -33
      -52
      1,473
      3,517
      3,281
      1,304
      12,084
      -2,209
      4,913
      1,333
      -8,724
      13,811
      -15,710
      510
      5,339
      5,043
      1,203
      3,062
      3,917
      699
      747
      -676
      2,600
      1,129
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 83,537
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 2,002
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 2,002
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 2,002
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,688
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 1,688
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 9 314
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (216) 222-3075

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA TRUSTEE
2 		2,772    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
2,486,928
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,486,928
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
2,486,928
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,304
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,449,624
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
122,481
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
122,481
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,002
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,002
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
120,479
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
120,479
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
120,479
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
110,173
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
110,173
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 120,479
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 109,183
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 110,173
a Applied to 2023, but not more than line 2a 109,183
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 2024 distributable amount..... 990
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		119,489
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

MEMORIAL PARK

C/O PARK DISTRICT LIBERTY TWP
ADA,OH458100228 		NONE PC GENERAL SUPPORT 10,818

OHIO NORTHERN UNIVERSITY

525 S MAIN ST
ADA,OH458101599 		NONE PC GENERAL SUPPORT 29,755

HARDIN MEMORIAL HOSPITAL

921 E FRANKLIN ST
KENTON,OH433262099 		NONE PC GENERAL SUPPORT 900

ADA 1ST UNTD METHODIST CHURCH

301 N MAIN ST
ADA,OH45810 		NONE PC GENERAL SUPPORT 11,118

ADA EXEMPTED VILLAGE SCHOOLS

725 W NORTH AVE
ADA,OH458101176 		NONE PC GENERAL SUPPORT 33,855

ADA PUBLIC LIBRARY

RHETT GRANT DIRECTOR
ADA,OH458101184 		NONE PC GENERAL SUPPORT 22,237

PEO CHAPTER O ADA OHIO

3700 GRAND AVE
DES MOINES,IA503122806 		NONE PC GENERAL SUPPORT 500
Total .................................right arrow 3a 109,183
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 63,781  
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 83,537  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   147,318  
13Total. Add line 12, columns (b), (d), and (e)..................
13
147,318
(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 (2024)
Form 990-PF (2024)
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.
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Name of Stock End of Year Book Value End of Year Fair Market Value
125523100 CIGNA CORP    
126650100 CVS HEALTH CORPORATI    
192446102 COGNIZANT TECHNOLOGY    
205887102 CONAGRA BRANDS INC    
254687106 DISNEY WALT CO    
254709108 DISCOVER FINANCIAL W    
256677105 DOLLAR GENERAL CORP    
256746108 DOLLAR TREE INC    
281020107 EDISON INTL    
438516106 HONEYWELL INTL INC    
478160104 JOHNSON & JOHNSON    
502441306 LVMH MOET HENNESSY L    
550021109 LULULEMON ATHLETICA    
592688105 METTLER TOLEDO INTL    
594918104 MICROSOFT CORP    
620076307 MOTOROLA SOLUTIONS I    
641069406 NESTLE S.A. SPONSORE    
654106103 NIKE INC CLASS B    
666807102 NORTHROP GRUMMAN COR    
761152107 RESMED INC    
808513105 SCHWAB CHARLES CORP    
858912108 STERICYCLE INC    
872540109 TJX COMPANIES INC NE    
75513E101 RAYTHEON TECHNOLOGIE    
00783V104 ADYEN NV-UNSPON ADR    
02263T104 AMADEUS IT GROUP S A    
03027X100 AMERICAN TOWER CORP    
05523R107 BAE SYSYTEMS PLC SPO    
11135F101 BROADCOM INC    
12514G108 CDW CORP/DE    
12637N204 CSL LTD-SPONSORED AD    
13645T100 CANADIAN PACIFIC RAI    
17275R102 CISCO SYSTEMS INC    
20030N101 COMCAST CORPORATION    
20825C104 CONOCOPHILLIPS    
26251A108 DSV A/S ADR SEDOL B3    
26614N102 DUPONT DE NEMOURS IN    
29476L107 EQUITY RESIDENTIAL S    
30215C101 EXPERIAN PLC SPON AD    
46266C105 IQVIA HOLDINGS INC    
54338V101 LONZA GROUP AG UNSPO    
57636Q104 MASTERCARD INC CL A    
58733R102 MERCADOLIBRE INC    
58933Y105 MERCK & CO INC    
68389X105 ORACLE CORP    
82674R103 SIKA AG-BR-ADR ADR S    
89832Q109 TRUIST FINANCIAL COR    
92343V104 VERIZON COMMUNICATIO    
98978V103 ZOETIS INC    
G0403H108 AON PLC/IRELAND-A SE    
G0450A105 ARCH CAPITAL GROUP L    
G1151C101 ACCENTURE PLC CLASS    
G4705A100 ICON PLC SEDOL B94G4    
G6095L109 APTIV PLC-WHEN ISSUE    
G8473T100 STERIS PLC SEDOL BFY    
H01301128 ALCON INC SEDOL BJXB    
N07059210 ASML HOLDING NV-NY S    
N3167Y103 FERRARI NV - W/I SED    
001317205 AIA GROUP LTD SPONSO    
002824100 ABBOTT LABORATORIES    
023135106 AMAZON COM INC    
026874784 AMERICAN INTERNATION    
032095101 AMPHENOL CORP NEW CL    
039483102 ARCHER DANIELS MIDLA    
049255706 ATLAS COPCO AB SPONS    
053015103 AUTOMATIC DATA PROCE    
071813109 BAXTER INTERNATIONAL    
20449X401 COMPASS GROUP PLC-SP    
21036P108 CONSTELLATION BRANDS    
260003108 DOVER CORP    
29414B104 EPAM SYSTEMS INC    
30051E104 EVOLUTION AB ADR SED    
31620M106 FIDELITY NATIONAL IN    
51809L109 LASERTEC CORP - ADR    
52989T102 LI NING CO LTD-UNSPO    
59156R108 METLIFE INC.    
714264306 PERNOD RICARD SA - S    
902973304 US BANCORP DEL COM N    
046353108 ASTRAZENECA PLC SPON    
049468101 ATLASSIAN CORP CL A    
216648402 COOPER COS INC NEW    
436440101 HOLOGIC INC    
45104G104 ICICI BANK LTD SPON    
452327109 ILLUMINA INC    
670100205 NOVO NORDISK A S ADR    
80687P106 SCHNEIDER ELECTRIC S    
94106B101 WASTE CONNECTIONS IN    
G29183103 EATON CORP PLC SEDOL    
G3421J106 FERGUSON PLC SEDOL B    
G5494J103 LINDE PLC SEDOL BZ12    
N07045102 ASM INTERNATIONAL N    
00762U200 ADVANTEST CORP- SPON    
136385101 CANADIAN NATURAL RES    
13646K108 CANADIAN PACIFIC KAN    
502117203 L OREAL CO UNSPONSOR    
786584102 SAFRAN SA UNSPON ADR    
884903808 THOMSON REUTERS CORP    
G54950103 NEW LINDE PLC SEDOL    
H42097107 UBS GROUP AG SEDOL B    

TY 2024 InvestmentsOtherSchedule2
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR AT COST 37,855 37,757
464287200 ISHARES CORE S&P 500 AT COST 596,865 924,228
464287499 ISHARES RUSSELL MID-      
552746364 MFS EMERGING MKTS DE AT COST 67,998 62,807
03463K406 ANGEL OAK MULTI-STRA AT COST 31,182 28,194
09250J734 BLACKROCK EVENT DRIV AT COST 32,459 33,330
74440Y884 PGIM HIGH YIELD FUND      
89355J656 TRANSAMERICA SM CAP      
97717X669 WISDOMTREE U.S. QUAL AT COST 57,496 93,879
024525669 AMERICAN BEACON AHL AT COST 16,308 15,207
057071854 BAIRD AGGREGATE BOND AT COST 134,848 120,652
27830W108 EV GL MACR ABS RTRN AT COST 29,625 30,677
464287655 ISHARES RUSSELL 2000      
46432F842 ISHARES CORE MSCI EA      
77957Y403 T ROWE PR MID-CAP VA AT COST 52,859 46,329
957663669 WESTERN ASSET CORE P      
00171A852 AMG RR SM CAP VAL-I AT COST 49,400 54,525
464288273 ISHARES MSCI EAFE SM      
89154M702 TOUCHSTONE SANDS EM AT COST 35,023 38,153
921939203 VANGUARD INTERNATION      
00770X675 PZENA EMERG MKTS VAL AT COST 44,195 45,935
057071813 BAIRD MIDCAP INST      
09260B309 BLACKROCK CORE BOND      
413838566 OAKMARK INTL SM CAP-      
46432F339 ISHARES MSCI USA QUA AT COST 53,863 80,136
46434V456 ISHARES MSCI INTL QU AT COST 79,545 81,293
592905749 TCW METROPOLITAN WES AT COST 44,660 44,487
921937603 VANGUARD TOTAL BD MK AT COST 76,234 74,582
04314H576 ARTISAN INTL SM/MID- AT COST 39,000 36,328
068278803 BARON SMALL CAP FUND AT COST 52,000 46,264
09260B630 BLACKROCK HIGH YIELD AT COST 47,430 48,594
25434V807 DIMENSIONAL INTERNAT AT COST 71,162 70,783
256210105 DODGE & COX INCOME F AT COST 135,000 130,089
461418444 WCM FOCUSED INTL GRO AT COST 71,140 63,967
464287481 ISHARES RUSSELL MID- AT COST 52,917 50,700
46429B267 ISHARES U S TREASURY AT COST 49,150 50,786
66538H880 MOERUS WORLDWIDE VAL AT COST 23,145 24,871
74256W584 PRINCIPAL MIDCAP FUN AT COST 52,000 50,838

TY 2024 LegalFeesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 236     236


TY 2024 OtherDecreasesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Amount
RETURN OF CAPITAL ADJUSTMENT 90
COST BASIS ADJUSTMENT/PY ROC 78
2024 TRANSACTION POSTED IN 2025 1,667
ADJUSTMENT TO INCOME 23
ROUNDING ADJ FOR SALES AND TRANSACTIONS 2


TY 2024 OtherExpensesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 117 117   0
ADR SERVICE FEES 4 4   0


TY 2024 OtherIncreasesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Description Amount
2023 TRANSACTION POSTED IN 2024 2,835


TY 2024 TaxesSchedule
Name:
STAMBAUGH AVANELL C CHAR TW
EIN:
34-6673319
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 32 32   0
FEDERAL TAX PAYMENT - PRIOR YE 999 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,688 0   0
FOREIGN TAXES ON QUALIFIED FOR 526 526   0
FOREIGN TAXES ON NONQUALIFIED 286 286   0