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
ANNE G CARSON CHARITABLE TRUST
 
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

25-6435748
B Telephone number (see instructions)

(412) 209-4802
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$6,436,514J 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... 149,756 148,778  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 124,501
b Gross sales price for all assets on line 6a 1,007,940
7 Capital gain net income (from Part IV, line 2)... 124,501
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........ 274,257 273,279  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,450 48,360   12,090
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,949 2,163   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
785 785    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,184 51,308 0 12,090
25 Contributions, gifts, grants paid....... 276,281 276,281
26 Total expenses and disbursements. Add lines 24 and 25 346,465 51,308 0 288,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -72,208
b Net investment income (if negative, enter -0-) 221,971
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......... 123,942 201,245 201,245
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)....... 91,211 Click to see attachment
List of Attached Documents:
// Content
83,187 		233,679
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).......... 5,012,662 Click to see attachment
List of Attached Documents:
// Content
4,871,301 		6,001,590
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) 5,227,815 5,155,733 6,436,514
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........ 5,227,815 5,155,733
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)..... 5,227,815 5,155,733
30 Total liabilities and net assets/fund balances (see instructions). 5,227,815 5,155,733
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
5,227,815
2
Enter amount from Part I, line 27a .....................
2
-72,208
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,201
4
Add lines 1, 2, and 3 ..........................
4
5,161,808
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,075
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,155,733
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 15. MOBILEYE GLOBAL INC-A   2023-06-08 2024-01-04
b 6. UBER TECHNOLOGIES INC   2020-02-28 2024-01-10
c 4. LVMH MOET HENNESSY LOUIS ADR   2020-09-17 2024-01-11
d 2. SALESFORCE INC   2009-06-18 2024-01-18
e 1. LULULEMON ATHLETICA INC   2018-12-18 2024-01-24
2. CROWDSTRIKE HOLDINGS INC - A   2023-10-06 2024-01-25
10. ARM HOLDINGS PLC ADR SEDOL BNSP5P7   2023-09-15 2024-01-26
1. NVIDIA CORP   2016-01-28 2024-01-30
3. ALPHABET INC/CA-CL C   2023-09-14 2024-01-31
3. ALPHABET INC/CA-CL C   2023-09-14 2024-02-08
1. ALPHABET INC/CA-CL C   2004-09-09 2024-02-08
10. ARM HOLDINGS PLC ADR SEDOL BNSP5P7   2023-09-15 2024-02-14
16. UBER TECHNOLOGIES INC   2020-02-28 2024-02-14
11. ALPHABET INC/CA-CL C   2004-09-09 2024-03-04
3. ADVANCED MICRO DEVICES INC   2023-12-12 2024-03-06
2. NVIDIA CORP   2016-01-28 2024-03-11
2. ADVANCED MICRO DEVICES INC   2023-03-15 2024-03-15
2. ADVANCED MICRO DEVICES INC   2023-12-12 2024-03-15
3. TESLA INC   2013-11-26 2024-03-15
1. MICROSOFT CORP   2023-11-21 2024-03-20
1. COSTCO WHOLESALE CORP   2009-03-13 2024-03-22
3. MARRIOTT INTERNATIONAL INC CL A   2023-10-05 2024-03-26
5. TESLA INC   2013-11-26 2024-03-26
2. UBER TECHNOLOGIES INC   2022-08-04 2024-03-27
2. UNITEDHEALTH GROUP INC   2023-11-29 2024-04-02
1. UNITEDHEALTH GROUP INC   2023-10-09 2024-04-03
1. UNITEDHEALTH GROUP INC   2023-10-09 2024-04-11
4. UNITEDHEALTH GROUP INC   2021-05-18 2024-04-11
4. SALESFORCE INC   2009-06-18 2024-04-16
5. AMERICAN TOWER CORP   2022-03-25 2024-04-17
2. MARRIOTT INTERNATIONAL INC CL A   2021-06-25 2024-04-17
94. ADYEN NV-UNSPON ADR SEDOL BJXK4M9   2024-03-26 2024-04-26
6. LAUDER ESTEE COS INC CL A   2024-03-06 2024-05-02
3. AMERICAN TOWER CORP   2022-05-18 2024-05-06
4. NOVO NORDISK A S ADR   2022-06-01 2024-05-06
1. NVIDIA CORP   2024-04-17 2024-05-08
1. NVIDIA CORP   2016-01-28 2024-05-08
2. MASTERCARD INC CL A   2023-09-27 2024-05-09
2. VISA INC CLASS A SHARES   2011-12-16 2024-05-09
2. AMERICAN TOWER CORP   2023-12-20 2024-05-13
2. AMERICAN TOWER CORP   2022-11-18 2024-05-13
1. NVIDIA CORP   2016-01-28 2024-05-14
2. LULULEMON ATHLETICA INC   2018-12-18 2024-05-16
1. NVIDIA CORP   2016-01-28 2024-05-20
1. HOME DEPOT INC   2023-12-14 2024-05-22
2. HOME DEPOT INC   2021-07-14 2024-05-22
1. LULULEMON ATHLETICA INC   2018-12-18 2024-05-22
4. LULULEMON ATHLETICA INC   2018-12-18 2024-05-23
1. NVIDIA CORP   2016-01-28 2024-05-28
2. SALESFORCE INC   2009-06-18 2024-05-30
6. SALESFORCE INC   2009-06-18 2024-05-31
2. ADOBE INC   2013-10-25 2024-06-03
12. ADVANCED MICRO DEVICES INC   2023-02-08 2024-06-11
1. NOVO NORDISK A/S XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-06-12
4240.701 LSV SMALL CAP FUND-INST   2022-11-03 2024-06-17
133. ISHARES CORE S&P 500 ETF   2023-06-23 2024-06-17
1162.822 SPYGLASS GROWTH FUND-INST   2022-11-03 2024-06-17
1. SNOWFLAKE INC-CLASS A   2020-12-30 2024-06-17
11444.129 TRANSAMERICA SM CAP GROW-I2   2020-07-01 2024-06-17
2084.46 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-06-20 2024-06-17
164. WISDOMTREE U.S. QUALITY DIVI ETF   2023-10-31 2024-06-17
7. ADVANCED MICRO DEVICES INC   2023-02-01 2024-06-18
6. LVMH MOET HENNESSY LOUIS ADR   2020-09-11 2024-06-20
2. CROWDSTRIKE HOLDINGS INC - A   2020-04-20 2024-06-24
5. NIKE INC CLASS B   2024-06-03 2024-06-28
5. NIKE INC CLASS B   2018-02-08 2024-06-28
10. NIKE INC CLASS B   2018-02-08 2024-07-01
1. AMAZON COM INC   2023-09-14 2024-07-03
1. AMAZON COM INC   2024-04-17 2024-07-03
1. MICROSOFT CORP   2024-04-17 2024-07-03
5. L OREAL CO UNSPONSORED ADR   2023-01-27 2024-07-05
2. HUBSPOT INC   2023-08-16 2024-07-11
1. HUBSPOT INC   2024-01-30 2024-07-11
2. CADENCE DESIGN SYSTEMS INC   2024-06-11 2024-07-17
4. LVMH MOET HENNESSY LOUIS ADR   2020-09-11 2024-07-17
6. TJX COMPANIES INC NEW   2020-12-01 2024-07-18
3. ADVANCED MICRO DEVICES INC   2023-02-01 2024-07-19
2. NVIDIA CORP   2016-01-28 2024-07-19
9. ADVANCED MICRO DEVICES INC   2023-02-01 2024-07-23
2. ANALOG DEVICES INC   2024-06-18 2024-07-24
6. NVIDIA CORP   2016-01-28 2024-07-25
8. LVMH MOET HENNESSY LOUIS ADR   2020-09-11 2024-07-31
1. MONGODB INC   2023-09-01 2024-07-31
1. MONGODB INC   2023-07-18 2024-07-31
3. TJX COMPANIES INC NEW   2022-06-17 2024-08-02
5. AIRBNB INC-CLASS A   2024-03-06 2024-08-07
5. KEYSIGHT TECHNOLOGIES IN-W/I   2023-12-14 2024-08-07
2. HOME DEPOT INC   2021-07-14 2024-08-12
24. CHIPOTLE MEXICAN GRIL CL A   2024-07-03 2024-08-14
16. CHIPOTLE MEXICAN GRIL CL A   2024-07-03 2024-08-16
37213.007 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2018-06-27 2024-08-26
3. ADIDAS AG SPONSORED ADR   2024-07-31 2024-08-30
1. ADOBE INC   2013-10-25 2024-08-30
6. ADVANCED MICRO DEVICES INC   2023-02-23 2024-08-30
5. AIRBNB INC-CLASS A   2024-04-17 2024-08-30
16. ALPHABET INC/CA-CL C   2024-06-25 2024-08-30
26. AMAZON COM INC   2023-09-14 2024-08-30
2. ANALOG DEVICES INC   2024-05-22 2024-08-30
15. APPLE INC   2024-05-03 2024-08-30
9. ASTRAZENECA PLC SPONS ADR   2023-01-19 2024-08-30
3. BOEING CO   2023-11-29 2024-08-30
7. BROADCOM INC   2024-02-14 2024-08-30
10. BROADCOM INC   2024-03-11 2024-08-30
2. CADENCE DESIGN SYSTEMS INC   2023-09-01 2024-08-30
1. CADENCE DESIGN SYSTEMS INC   2024-06-11 2024-08-30
1. COSTCO WHOLESALE CORP   2024-05-02 2024-08-30
1. COSTCO WHOLESALE CORP   2009-03-13 2024-08-30
2. CROWDSTRIKE HOLDINGS INC - A   2024-08-07 2024-08-30
4. DATADOG INC - CLASS A   2024-04-29 2024-08-30
9. DISNEY WALT CO   2024-03-20 2024-08-30
2. META PLATFORMS INC   2024-02-02 2024-08-30
1. META PLATFORMS INC   2024-05-30 2024-08-30
3. META PLATFORMS INC   2023-07-27 2024-08-30
3. GE AEROSPACE   2024-05-24 2024-08-30
1. GOLDMAN SACHS GROUP INC   2021-01-12 2024-08-30
2. HILTON WORLDWIDE HLDGS - W/I   2024-07-01 2024-08-30
1. HOME DEPOT INC   2022-05-18 2024-08-30
1. INTUITIVE SURGICAL INC   2023-08-30 2024-08-30
1. INTUITIVE SURGICAL INC   2022-12-14 2024-08-30
1. KEYSIGHT TECHNOLOGIES IN-W/I   2023-12-14 2024-08-30
4. L OREAL CO UNSPONSORED ADR   2023-01-27 2024-08-30
3. ELI LILLY & CO   2021-05-26 2024-08-30
1. MARRIOTT INTERNATIONAL INC CL A   2021-06-25 2024-08-30
3. MASTERCARD INC CL A   2009-03-02 2024-08-30
1. MERCADOLIBRE INC   2022-03-04 2024-08-30
1. MICROSOFT CORP   2023-11-21 2024-08-30
10. MICROSOFT CORP   2015-10-26 2024-08-30
1. MONGODB INC   2023-09-01 2024-08-30
1. MOODY'S CORP   2023-09-07 2024-08-30
1. NETFLIX INC   2024-01-31 2024-08-30
2. NETFLIX INC   2024-07-19 2024-08-30
10. NOVO NORDISK A S ADR   2022-06-01 2024-08-30
43. NVIDIA CORP   2016-01-28 2024-08-30
1. O REILLY AUTOMOTIVE INC   2022-04-05 2024-08-30
1. PALO ALTO NETWORKS INC   2024-08-21 2024-08-30
2. PROGRESSIVE CORP OHIO   2024-07-18 2024-08-30
1. SALESFORCE INC   2009-06-18 2024-08-30
1. SERVICE NOW INC   2023-09-22 2024-08-30
1. SERVICE NOW INC   2023-08-23 2024-08-30
2. SNOWFLAKE INC-CLASS A   2020-12-30 2024-08-30
3. TJX COMPANIES INC NEW   2022-06-17 2024-08-30
6. TESLA INC   2024-04-25 2024-08-30
6. TRADE DESK INC/THE -CLASS A   2024-05-16 2024-08-30
11. UBER TECHNOLOGIES INC   2022-08-04 2024-08-30
2280.502 LYRICAL US VALUE EQUITY-INST   2022-11-03 2024-08-30
1. VERTEX PHARMACEUTICALS INC   2024-02-08 2024-08-30
1. VERTEX PHARMACEUTICALS INC   2024-07-18 2024-08-30
5. VISA INC CLASS A SHARES   2011-12-16 2024-08-30
4. WALMART INC   2024-08-12 2024-08-30
2. EATON CORP PLC SEDOL B8KQN82   2024-05-14 2024-08-30
17. NU HOLDINGS LTD/CAYMAN ISL-A SEDOL BN6NP19   2023-11-10 2024-08-30
1. ASML HOLDING NV-NY SEDOL B908F01   2024-01-18 2024-08-30
7. ASTRAZENECA PLC SPONS ADR   2023-01-05 2024-09-05
1. ELI LILLY & CO   2021-05-26 2024-09-09
4. L OREAL CO UNSPONSORED ADR   2023-01-27 2024-09-11
5. L OREAL CO UNSPONSORED ADR   2023-01-19 2024-09-12
7. L OREAL CO UNSPONSORED ADR   2023-01-19 2024-09-16
1. INTUITIVE SURGICAL INC   2022-12-14 2024-09-23
5. KEYSIGHT TECHNOLOGIES IN-W/I   2023-12-14 2024-09-23
12. ASTRAZENECA PLC SPONS ADR   2023-01-05 2024-10-07
3. ALPHABET INC/CA-CL C   2004-09-09 2024-10-10
4. TESLA INC   2013-11-26 2024-10-11
1. INTUITIVE SURGICAL INC   2022-12-14 2024-10-18
6. ALPHABET INC/CA-CL C   2004-09-09 2024-10-31
1. GOLDMAN SACHS GROUP INC   2024-10-14 2024-11-08
1. GOLDMAN SACHS GROUP INC   2021-01-12 2024-11-08
2. TRADE DESK INC/THE -CLASS A   2024-05-09 2024-11-13
3. TRADE DESK INC/THE -CLASS A   2024-09-05 2024-11-13
1. VERTEX PHARMACEUTICALS INC   2024-09-09 2024-11-13
1. ELI LILLY & CO   2021-05-26 2024-11-14
3. VISA INC CLASS A SHARES   2011-12-16 2024-11-14
2. ANALOG DEVICES INC   2024-05-22 2024-11-18
3. ASML HOLDING NV-NY SEDOL B908F01   2023-03-22 2024-11-18
25. NU HOLDINGS LTD/CAYMAN ISL-A SEDOL BN6NP19   2023-11-10 2024-11-19
34. NU HOLDINGS LTD/CAYMAN ISL-A SEDOL BN6NP19   2023-11-10 2024-11-20
8. ALPHABET INC/CA-CL C   2004-09-09 2024-11-21
2. VISA INC CLASS A SHARES   2011-12-16 2024-11-21
3. BROADCOM INC   2024-02-14 2024-12-04
3. BROADCOM INC   2024-10-18 2024-12-04
5. BROADCOM INC   2022-02-01 2024-12-05
25571.096 WASATCH INTL OPPORTUNIT-INST   2019-06-20 2024-12-09
3. TRADE DESK INC/THE -CLASS A   2024-05-09 2024-12-16
1. ELI LILLY & CO   2021-05-26 2024-12-23
2. MONGODB INC   2023-06-23 2024-12-23
2. NETFLIX INC   2024-01-04 2024-12-26
1. MONGODB INC   2024-03-13 2024-12-27
2. MONGODB INC   2023-05-17 2024-12-27
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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    
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 446   615 -169
b 368   201 167
c 589   399 190
d 550   20 530
e 479   119 360
599   343 256
723   646 77
632   7 625
430   415 15
442   415 27
147   3 144
1,288   625 663
1,238   535 703
1,474   34 1,440
632   412 220
1,758   14 1,744
382   174 208
382   275 107
488   24 464
421   372 49
738   41 697
759   581 178
918   39 879
154   63 91
912   1,072 -160
460   524 -64
445   524 -79
1,781   1,648 133
1,102   40 1,062
857   1,179 -322
480   300 180
1,179   1,572 -393
799   863 -64
534   665 -131
492   221 271
907   862 45
907   7 900
910   779 131
555   49 506
368   425 -57
368   434 -66
907   7 900
686   239 447
947   7 940
333   350 -17
666   638 28
300   119 181
1,200   477 723
1,117   7 1,110
438   20 418
1,304   60 1,244
885   107 778
1,904   1,023 881
83     83
75,569   67,470 8,099
72,244   57,921 14,323
17,140   11,000 6,140
126   305 -179
76,218   77,019 -801
62,951   57,573 5,378
12,773   10,216 2,557
1,090   583 507
917   597 320
761   139 622
380   471 -91
380   324 56
752   649 103
198   145 53
198   183 15
459   415 44
443   414 29
997   1,025 -28
499   625 -126
586   598 -12
603   397 206
673   356 317
457   243 214
239   1 238
1,396   723 673
456   469 -13
691   4 687
1,129   794 335
247   401 -154
247   416 -169
336   170 166
555   802 -247
616   794 -178
690   638 52
1,244   1,490 -246
849   973 -124
354,640   392,916 -38,276
385   375 10
572   54 518
880   476 404
584   750 -166
2,626   2,949 -323
4,569   3,720 849
466   467 -1
3,417   2,771 646
785   637 148
516   748 -232
1,120   877 243
1,600   1,289 311
534   485 49
267   299 -32
889   728 161
889   41 848
554   483 71
465   521 -56
808   1,075 -267
1,036   950 86
518   469 49
1,554   955 599
518   503 15
507   302 205
436   427 9
366   291 75
489   316 173
489   283 206
153   157 -4
350   330 20
2,841   604 2,237
233   140 93
1,446   46 1,400
2,054   1,054 1,000
413   372 41
4,131   538 3,593
288   401 -113
484   341 143
696   565 131
1,391   1,284 107
1,384   552 832
5,090   30 5,060
1,124   689 435
360   366 -6
502   456 46
252   10 242
842   552 290
842   577 265
226   610 -384
350   170 180
1,269   1,234 35
623   560 63
797   345 452
60,000   41,802 18,198
496   421 75
496   490 6
1,378   121 1,257
308   274 34
607   651 -44
248   145 103
894   733 161
583   493 90
902   202 700
324   330 -6
402   410 -8
570   573 -3
490   283 207
760   769 -9
928   833 95
489   9 480
887   31 856
514   283 231
1,054   19 1,035
594   518 76
594   302 292
261   174 87
391   310 81
495   473 22
799   202 597
927   73 854
417   465 -48
1,992   1,933 59
339   214 125
454   291 163
1,324   25 1,299
618   49 569
516   376 140
516   541 -25
858   293 565
81,316   80,123 1,193
397   261 136
784   202 582
484   781 -297
1,844   952 892
237   374 -137
474   562 -88
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
      53,387
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       -169
b       167
c       190
d       530
e       360
      256
      77
      625
      15
      27
      144
      663
      703
      1,440
      220
      1,744
      208
      107
      464
      49
      697
      178
      879
      91
      -160
      -64
      -79
      133
      1,062
      -322
      180
      -393
      -64
      -131
      271
      45
      900
      131
      506
      -57
      -66
      900
      447
      940
      -17
      28
      181
      723
      1,110
      418
      1,244
      778
      881
      83
      8,099
      14,323
      6,140
      -179
      -801
      5,378
      2,557
      507
      320
      622
      -91
      56
      103
      53
      15
      44
      29
      -28
      -126
      -12
      206
      317
      214
      238
      673
      -13
      687
      335
      -154
      -169
      166
      -247
      -178
      52
      -246
      -124
      -38,276
      10
      518
      404
      -166
      -323
      849
      -1
      646
      148
      -232
      243
      311
      49
      -32
      161
      848
      71
      -56
      -267
      86
      49
      599
      15
      205
      9
      75
      173
      206
      -4
      20
      2,237
      93
      1,400
      1,000
      41
      3,593
      -113
      143
      131
      107
      832
      5,060
      435
      -6
      46
      242
      290
      265
      -384
      180
      35
      63
      452
      18,198
      75
      6
      1,257
      34
      -44
      103
      161
      90
      700
      -6
      -8
      -3
      207
      -9
      95
      480
      856
      231
      1,035
      76
      292
      87
      81
      22
      597
      854
      -48
      59
      125
      163
      1,299
      569
      140
      -25
      565
      1,193
      136
      582
      -297
      892
      -137
      -88
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 124,501
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 3,085
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 3,085
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 3,085
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,879
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,879
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 794
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow794 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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 209-4802

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 N A TRUSTEE
12 		60,450    
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
6,365,317
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
6,365,317
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
6,365,317
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
95,480
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,269,837
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
313,492
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
313,492
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,085
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,085
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
310,407
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
310,407
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
310,407
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
288,371
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
288,371
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 7 310,407
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 276,281
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$ 288,371
a Applied to 2023, but not more than line 2a 276,281
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..... 12,090
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 .......... 		298,317
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

THE SALVATION ARMY

PO BOX 60
TRENTON,NJ086010060 		NONE PC GENERAL SUPPORT 69,070

UNIVERSITY OF PITTSBURGH

2409 CATHEDERAL DR
PITTSBURGH,PA152606302 		NONE PC GENERAL SUPPORT 207,211
Total .................................right arrow 3a 276,281
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 ....     14 149,756  
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 ............ 		    18 124,501  
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) ..   274,257  
13Total. Add line 12, columns (b), (d), and (e)..................
13
274,257
(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.
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Name of Stock End of Year Book Value End of Year Fair Market Value
252131107 DEXCOM INC 1,403 1,555
437076102 HOME DEPOT INC 1,285 1,556
502441306 LVMH MOET HENNESSY L    
550021109 LULULEMON ATHLETICA    
594918104 MICROSOFT CORP 2,043 16,017
654106103 NIKE INC CLASS B    
833445109 SNOWFLAKE INC-CLASS 1,940 1,699
872540109 TJX COMPANIES INC NE 679 1,450
00724F101 ADOBE INC 214 1,779
02079K107 ALPHABET INC/CA-CL C 1,863 9,332
22160K105 COSTCO WHOLESALE COR 207 4,581
22788C105 CROWDSTRIKE HOLDINGS 803 3,079
30303M102 META PLATFORMS INC 2,004 12,881
46120E602 INTUITIVE SURGICAL I 1,267 2,610
57636Q104 MASTERCARD INC CL A 169 5,792
64110L106 NETFLIX INC 2,855 8,913
67066G104 NVIDIA CORP 111 21,352
79466L302 SALESFORCE INC 1,455 3,009
88160R101 TESLA INC 149 7,673
88339J105 TRADE DESK INC/THE - 1,009 2,703
90353T100 UBER TECHNOLOGIES IN 1,510 2,654
92532F100 VERTEX PHARMACEUTICA 2,617 3,222
92826C839 VISA INC CLASS A SHA 340 4,425
009066101 AIRBNB INC-CLASS A 2,531 2,365
023135106 AMAZON COM INC 604 19,526
037833100 APPLE INC 61 13,523
38141G104 GOLDMAN SACHS GROUP 905 1,718
443573100 HUBSPOT INC    
532457108 ELI LILLY & CO 1,612 6,176
571903202 MARRIOTT INTERNATION 700 1,395
91324P102 UNITEDHEALTH GROUP I    
03027X100 AMERICAN TOWER CORP    
11135F101 BROADCOM INC 2,921 12,751
58733R102 MERCADOLIBRE INC 4,035 5,101
670100205 NOVO NORDISK A S ADR 1,875 3,097
67103H107 O REILLY AUTOMOTIVE 2,599 3,557
007903107 ADVANCED MICRO DEVIC 1,249 2,174
042068205 ARM HOLDINGS PLC ADR    
046353108 ASTRAZENECA PLC SPON 1,436 1,441
097023105 BOEING CO 4,179 3,894
127387108 CADENCE DESIGN SYSTE 2,535 3,606
49338L103 KEYSIGHT TECHNOLOGIE    
502117203 L OREAL CO UNSPONSOR    
60741F104 MOBILEYE GLOBAL INC-    
60937P106 MONGODB INC    
615369105 MOODY'S CORP 1,618 2,367
697435105 PALO ALTO NETWORKS I 1,201 1,456
81762P102 SERVICE NOW INC 1,771 4,240
G6683N103 NU HOLDINGS LTD/CAYM    
N07059210 ASML HOLDING NV-NY S    
00687A107 ADIDAS AG SPONSORED 1,941 1,948
032654105 ANALOG DEVICES INC 1,248 1,275
03831W108 APPLOVIN CORP-CLASS 950 971
23804L103 DATADOG INC - CLASS 1,692 2,000
254687106 DISNEY WALT CO 3,813 4,009
28176E108 EDWARDS LIFESCIENCES 1,190 1,184
369604301 GE AEROSPACE 2,137 2,168
43300A203 HILTON WORLDWIDE HLD 1,982 2,224
455793109 INDUSTRIA DE DISENO 1,009 867
743315103 PROGRESSIVE CORP OHI 2,132 2,396
92537N108 VERTIV HOLDINGS LLC 1,656 1,704
931142103 WALMART INC 3,616 4,156
G29183103 EATON CORP PLC SEDOL 1,896 1,991
G3643J108 FLUTTER ENTERTAINMEN 805 775
L8681T102 SPOTIFY TECHNOLOGY S 1,365 1,342

TY 2024 InvestmentsOtherSchedule2
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR AT COST 134,381 138,385
461418444 WCM FOCUSED INTL GRO AT COST 184,023 229,212
464287200 ISHARES CORE S&P 500 AT COST 1,234,562 1,975,610
552746364 MFS EMERGING MKTS DE AT COST 55,118 58,550
936793686 WASATCH INTL OPPORTU      
74440Y884 PGIM HIGH YIELD FUND AT COST 61,333 57,504
89355J656 TRANSAMERICA SM CAP      
89609H704 TRIBUTARY SMALL COMP      
97717X669 WISDOMTREE U.S. QUAL AT COST 176,904 229,841
413838566 OAKMARK INTL SM CAP- AT COST 59,932 71,751
957663669 WESTERN ASSET CORE P      
00769G535 LSV SMALL CAP FUND-I      
00770X675 PZENA EMERG MKTS VAL AT COST 88,002 108,226
256210105 DODGE & COX INCOME F AT COST 358,326 367,908
543069405 LONGLEAF PARTNERS FD AT COST 86,993 111,955
56167N712 NUANCE MID CAP VALUE AT COST 105,181 106,384
56170L703 SPYGLASS GROWTH FUND AT COST 70,348 149,321
89154M702 TOUCHSTONE SANDS EM AT COST 110,133 119,797
89155T490 TOUCHSTONE MID CAP-R AT COST 98,949 134,287
90386H404 LYRICAL US VALUE EQU AT COST 141,534 199,291
25434V807 DIMENSIONAL INTERNAT AT COST 120,981 129,537
258620566 DOUBLELINE TOTAL RET AT COST 200,910 196,158
46429B267 ISHARES U S TREASURY AT COST 254,507 253,676
46429B697 ISHARES MSCI USA MIN AT COST 133,762 166,304
46434V456 ISHARES MSCI INTL QU AT COST 197,167 210,656
94987W794 ALLSPRING CORE BOND AT COST 342,599 335,815
00171A852 AMG RR SM CAP VAL-I AT COST 109,850 115,118
04314H576 ARTISAN INTL SM/MID- AT COST 81,316 76,398
09252M883 BLACKROCK TOTAL RETU AT COST 354,640 340,301
589619824 MERIDIAN SMALL CAP G AT COST 109,850 119,605

TY 2024 OtherDecreasesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Amount
2024 TRANSACTIONS POSTED IN 2025 5,052
ADJUSTMENT TO INCOME 45
RETURN OF CAPITAL ADJUSTMENT 978


TY 2024 OtherExpensesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MAP MANAGEMENT FEES 754 754   0
ADR SERVICE FEES 6 6   0
CLASS ACTION FILING FEES 25 25   0


TY 2024 OtherIncreasesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Amount
2023 TRANSACTIONS POSTED IN 2024 6,199
ROUNDING 2


TY 2024 TaxesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 46 46   0
FEDERAL TAX PAYMENT - PRIOR YE 2,907 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,879 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,669 1,669   0
FOREIGN TAXES ON NONQUALIFIED 448 448   0