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
THE THOMAS LORD CHARITABLE TA
 
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

25-6028793
B Telephone number (see instructions)

(412) 807-3309
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$2,072,162J 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... 52,642 52,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 204,304
b Gross sales price for all assets on line 6a 611,429
7 Capital gain net income (from Part IV, line 2)... 204,304
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
262    
12 Total. Add lines 1 through 11........ 257,208 256,433  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,569 1,541   1,028
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
1,146 664   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,715 2,205 0 1,028
25 Contributions, gifts, grants paid....... 265,000 265,000
26 Total expenses and disbursements. Add lines 24 and 25 268,715 2,205 0 266,028
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,507
b Net investment income (if negative, enter -0-) 254,228
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......... 60,545 112,016 112,016
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)....... 295,001 Click to see attachment
List of Attached Documents:
// Content
324,344 		690,062
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).......... 1,159,782 Click to see attachment
List of Attached Documents:
// Content
1,066,688 		1,270,084
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,515,328 1,503,048 2,072,162
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,515,328 1,503,048
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,515,328 1,503,048
30 Total liabilities and net assets/fund balances (see instructions). 1,515,328 1,503,048
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,515,328
2
Enter amount from Part I, line 27a .....................
2
-11,507
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,406
4
Add lines 1, 2, and 3 ..........................
4
1,505,227
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,179
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,503,048
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 13. ABBVIE INC   2020-02-12 2024-01-25
b 22. AMERICAN WATER WORKS CO INC   2016-02-08 2024-01-25
c 21. MERCK & CO INC   2022-05-11 2024-01-25
d 3. MERCK & CO INC   2021-10-20 2024-01-25
e 1. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-23 2024-01-25
17. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-23 2024-01-25
19. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-26
7. BUNGE GLOBAL SA SEDOL BQ6BPG9   2021-02-22 2024-01-29
11. ABBVIE INC   2020-02-12 2024-02-29
2. ELI LILLY & CO   2018-07-13 2024-02-29
16. MERCK & CO INC   2019-10-10 2024-02-29
31. ZOETIS INC   2021-12-17 2024-02-29
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2024-03-20
81.738 ISHARES S&P 500 INDEX FUND CLASS K   2016-09-28 2024-03-26
199.51 HARBOR CAPITAL APPRECIA-RET   2010-05-18 2024-03-26
833.965 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2011-01-04 2024-03-26
550.371 VANGUARD INTERNATIONAL VALUE FUND 46   2018-01-16 2024-03-26
15. DEERE & CO   2021-01-13 2024-04-01
131. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2024-04-01
9. ABBOTT LABORATORIES INC   2021-02-10 2024-07-24
4. AMAZON COM INC   2023-08-25 2024-07-24
10. APPLE INC   2020-04-13 2024-07-24
2. CINTAS CORP   2019-04-29 2024-07-24
1. ELI LILLY & CO   2018-07-13 2024-07-24
2. MASTERCARD INC CL A   2021-11-22 2024-07-24
4. MICROSOFT CORP   2018-09-14 2024-07-24
3. UNITEDHEALTH GROUP INC   2021-05-26 2024-07-24
1. AUTOZONE INC   2018-10-11 2024-08-15
30. COMCAST CORPORATION CL A   2021-11-05 2024-08-15
41. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
18. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
36. COMCAST CORPORATION CL A   2011-10-12 2024-08-15
3. ELI LILLY & CO   2018-07-13 2024-08-15
12. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
2676.66 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2024-03-26 2024-08-29
13785.79 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-07-03 2024-08-29
13. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
66. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-23
58. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-09-23
8. ALPHABET INC/CA-CL A   2023-10-03 2024-10-28
1. ALPHABET INC/CA-CL A   2008-02-26 2024-10-28
1. APPLE INC   2020-04-13 2024-10-28
5. APPLE INC   2006-06-26 2024-10-28
1. META PLATFORMS INC   2023-10-03 2024-10-28
3. MICROSOFT CORP   2018-11-02 2024-10-28
69. CSX CORP   2024-04-01 2024-10-29
84. CSX CORP   2023-07-07 2024-10-29
68. CSX CORP   2023-07-07 2024-10-29
34. CSX CORP   2023-11-28 2024-10-29
58. CSX CORP   2023-07-07 2024-10-29
9. CINTAS CORP   2019-04-29 2024-10-29
35. CELANESE CORP   2023-04-12 2024-11-06
5. CELANESE CORP   2023-04-12 2024-11-06
101. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-11-06
14. ABBVIE INC   2020-02-12 2024-11-22
36. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-22
24. BROADCOM INC   2024-07-24 2024-11-22
3. BROADCOM INC   2019-02-08 2024-11-22
25. CDW CORP/DE   2019-07-11 2024-11-22
3. ELI LILLY & CO   2018-07-13 2024-11-22
6. STRYKER CORP   2019-08-08 2024-11-22
13. APPLE INC   2006-06-26 2024-11-25
8. MICROSOFT CORP   2018-11-02 2024-11-25
3. SERVICE NOW INC   2024-07-24 2024-11-25
20. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-11-25
1. ABBVIE INC   2020-02-12 2024-12-11
1. ALPHABET INC/CA-CL A   2008-02-26 2024-12-11
3. AMAZON COM INC   2023-08-25 2024-12-11
2. APPLE INC   2006-06-26 2024-12-11
2. ATMOS ENERGY CORP   2024-01-30 2024-12-11
13. BANK OF AMERICA CORP   2018-07-27 2024-12-11
4. BLACKSTONE INC   2021-11-22 2024-12-11
1. BOSTON SCIENTIFIC CORP   2023-09-07 2024-12-11
2. BROADCOM INC   2019-02-08 2024-12-11
2. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-12-11
4. CHEVRON CORPORATION   2022-03-03 2024-12-11
2. DISNEY WALT CO   2024-04-01 2024-12-11
1. EASTMAN CHEM CO   2024-09-26 2024-12-11
4. EXXON MOBIL CORP   2021-02-19 2024-12-11
2. META PLATFORMS INC   2023-10-03 2024-12-11
1. FOX CORP - CLASS A - W/I   2022-04-21 2024-12-11
304.855 HARBOR CAPITAL APPRECIA-RET   2010-05-18 2024-12-11
730.727 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2011-01-04 2024-12-11
22.962 HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND   2009-03-10 2024-12-11
3. HOME DEPOT INC   2021-08-26 2024-12-11
2. HONEYWELL INTL INC   2023-11-28 2024-12-11
1. HUBBELL INC   2024-02-29 2024-12-11
1. ILLINOIS TOOL WORKS INC   2024-04-01 2024-12-11
78. ISHARES MSCI EAFE SMALL-CAP ETF   2018-01-16 2024-12-11
874. ISHARES U S TREASURY BOND ETF   2023-07-03 2024-12-11
135. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-24 2024-12-11
2. JPMORGAN CHASE & CO   2003-08-12 2024-12-11
9. LAM RESEARCH CORP   2020-03-05 2024-12-11
598.243 MFS VALUE FUND-R6   2010-05-18 2024-12-11
1. MARRIOTT INTERNATIONAL INC CL A   2024-01-25 2024-12-11
1. MASTERCARD INC CL A   2021-11-22 2024-12-11
1. MCDONALD'S CORP   2022-11-22 2024-12-11
3. MERCK & CO INC   2019-10-10 2024-12-11
2. MICROSOFT CORP   2018-11-02 2024-12-11
3. NVIDIA CORP   2024-11-22 2024-12-11
2. PEPSICO INC   2023-09-06 2024-12-11
5. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-12-11
2. PROCTER & GAMBLE CO   2022-12-06 2024-12-11
1. QUANTA SVCS INC   2020-09-03 2024-12-11
1. SERVICE NOW INC   2023-06-05 2024-12-11
1. TJX COMPANIES INC NEW   2023-02-09 2024-12-11
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2024-12-11
471.254 VANGUARD INTERNATIONAL VALUE FUND 46   2018-01-16 2024-12-11
64. VANGUARD FTSE EMERGING MARKETS ETF   2008-12-24 2024-12-11
3. VISA INC CLASS A SHARES   2021-05-25 2024-12-11
4. WEC ENERGY GROUP INC   2010-05-18 2024-12-11
35. WISDOMTREE U.S. QUALITY DIVI ETF   2023-03-24 2024-12-11
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-12-11
1. NEW LINDE PLC SEDOL BNZHB81   2024-09-23 2024-12-11
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,131   1,262 869
b 2,702   1,400 1,302
c 2,509   1,881 628
d 358   251 107
e 89   77 12
1,504   1,315 189
1,678   1,468 210
621   538 83
1,940   1,068 872
1,497   179 1,318
2,040   1,284 756
6,172   6,228 -56
15     15
50,000   21,329 28,671
22,000   6,374 15,626
22,000   12,601 9,399
23,000   22,972 28
6,079   4,534 1,545
4,256   2,925 1,331
962   1,129 -167
727   528 199
2,184   673 1,511
1,514   434 1,080
863   90 773
863   654 209
1,718   431 1,287
1,676   1,237 439
3,177   778 2,399
1,174   1,621 -447
1,604   486 1,118
706   213 493
1,410   426 984
2,785   269 2,516
1,329   974 355
25,375   25,000 375
130,689   129,202 1,487
3,773   3,287 486
2,676   2,599 77
2,488   1,822 666
1,337   1,063 274
167   11 156
234   67 167
1,170   10 1,160
579   303 276
1,282   318 964
2,304   2,538 -234
2,805   2,815 -10
2,277   2,279 -2
1,142   1,090 52
1,947   1,944 3
1,878   488 1,390
3,230   3,860 -630
463   548 -85
4,284   3,173 1,111
2,453   1,359 1,094
3,240   1,960 1,280
3,942   3,701 241
493   82 411
4,466   2,875 1,591
2,246   269 1,977
2,309   1,457 852
3,008   27 2,981
3,332   847 2,485
3,182   2,226 956
3,694   2,114 1,580
175   97 78
194   11 183
690   396 294
497   4 493
281   229 52
597   393 204
773   567 206
90   54 36
364   54 310
622   463 159
626   623 3
229   243 -14
99   114 -15
447   209 238
1,267   606 661
46   39 7
40,000   9,701 30,299
20,000   11,041 8,959
1,000   530 470
1,268   967 301
457   388 69
457   380 77
274   268 6
5,013   5,261 -248
19,955   19,997 -42
25,182   16,209 8,973
487   67 420
697   271 426
32,000   12,357 19,643
292   243 49
533   327 206
298   275 23
300   240 60
898   212 686
419   438 -19
315   349 -34
637   515 122
343   297 46
330   52 278
1,151   554 597
127   81 46
475   342 133
20,000   19,670 330
2,985   1,473 1,512
940   686 254
383   103 280
2,965   2,115 850
365   174 191
441   477 -36
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      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
      27,697
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       869
b       1,302
c       628
d       107
e       12
      189
      210
      83
      872
      1,318
      756
      -56
      15
      28,671
      15,626
      9,399
      28
      1,545
      1,331
      -167
      199
      1,511
      1,080
      773
      209
      1,287
      439
      2,399
      -447
      1,118
      493
      984
      2,516
      355
      375
      1,487
      486
      77
      666
      274
      156
      167
      1,160
      276
      964
      -234
      -10
      -2
      52
      3
      1,390
      -630
      -85
      1,111
      1,094
      1,280
      241
      411
      1,591
      1,977
      852
      2,981
      2,485
      956
      1,580
      78
      183
      294
      493
      52
      204
      206
      36
      310
      159
      3
      -14
      -15
      238
      661
      7
      30,299
      8,959
      470
      301
      69
      77
      6
      -248
      -42
      8,973
      420
      426
      19,643
      49
      206
      23
      60
      686
      -19
      -34
      122
      46
      278
      597
      46
      133
      330
      1,512
      254
      280
      850
      191
      -36
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 204,304
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 3,534
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 3,534
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 3,534
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 966
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.............. 7 966
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 2,568
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 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) 807-3309

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
1 		2,569    
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
2,183,468
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
2,183,468
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
2,183,468
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,752
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,150,716
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
107,536
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
107,536
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,534
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,534
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
104,002
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
104,002
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
104,002
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
266,028
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
266,028
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 7 104,002
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 435,541
c From 2021...... 176,107
d From 2022...... 431,455
e From 2023...... 23,389
f Total of lines 3a through e ........ 1,066,492
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 266,028
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 104,002
e Remaining amount distributed out of corpus 162,026
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 1,228,518
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		1,228,518
10 Analysis of line 9:
a Excess from 2020.... 435,541
b Excess from 2021.... 176,107
c Excess from 2022.... 431,455
d Excess from 2023.... 23,389
e Excess from 2024.... 162,026
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 e-mail address of the person to whom applications should be addressed:
PNC Charitable Trust Grant Review C
TOWER AT PNC PLAZA 300 FIFTH AVEM
PITTSBURGH,PA15222
(412) 807-3309
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTES
cAny submission deadlines:
SEE FOOTNOTES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTES
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

EMMAUS MINISTRIES

345 E 9TH ST
ERIE,PA16503 		NONE PC GENERAL SUPPORT 10,000

EXTRA MILE EDUCATION FOUNDATION

111 BLVD OF THE ALLIES
PITTSBURGH,PA15222 		NONE PC GENERAL SUPPORT 25,000

ALLEGHENY COLLEGE

520 N MAIN ST
MEADVILLE,PA46501 		NONE PC GENERAL SUPPORT 25,000

MARINE CORPS UNIVERSITY FOUNDATION

909 N WASHINGTON ST STE 400
ALEXANDRIA,VA223141555 		NONE PC GENERAL SUPPORT 25,000

VILLA MARIA CATHERDRAL PREPARATORY
CATHOLIC SCHOOL SYSTEM
250 W 10TH ST
ERIE,PA16501 		NONE PC GENERAL PURPOSE 30,000

VATICAN OBSERVATORY FOUNDATION

2017 E LEE ST
TUCSON,AZ857194340 		NONE PC GENERAL SUPPORT 100,000

CLEVELAND CLINIC FOUNDATION

6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH44131 		NONE PC GENERAL PURPOSE 50,000
Total .................................right arrow 3a 265,000
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 52,642  
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 ............ 		    18 204,304  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    14 262  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   257,208  
13Total. Add line 12, columns (b), (d), and (e)..................
13
257,208
(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:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 2,745 9,318
437076102 HOME DEPOT INC 2,663 11,670
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 1,788 15,440
594918104 MICROSOFT CORP 7,286 53,531
617446448 MORGAN STANLEY 3,455 8,172
620076307 MOTOROLA SOLUTIONS I 2,647 7,396
742718109 PROCTER & GAMBLE CO 4,410 7,880
863667101 STRYKER CORP 3,690 6,121
874039100 TAIWAN SEMICONDUCTOR 3,592 6,912
879360105 TELEDYNE TECHNOLOGIE 3,424 4,641
74762E102 QUANTA SVCS INC 1,605 9,798
00287Y109 ABBVIE INC 3,268 6,753
02079K305 ALPHABET INC/CA-CL A 2,230 37,481
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 3,404 28,980
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 2,856 11,912
30303M102 META PLATFORMS INC 8,555 28,690
46625H100 JPMORGAN CHASE & CO 2,320 16,540
58933Y105 MERCK & CO INC 6,358 7,958
78409V104 S&P GLOBAL INC 1,840 8,467
91324P102 UNITEDHEALTH GROUP I 5,582 13,152
92826C839 VISA INC CLASS A SHA 1,797 11,377
92939U106 WEC ENERGY GROUP INC 1,084 3,950
G1151C101 ACCENTURE PLC CLASS 3,803 7,739
002824100 ABBOTT LABORATORIES 8,782 8,257
023135106 AMAZON COM INC 13,561 36,638
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 444 53,089
053332102 AUTOZONE INC 1,557 6,404
060505104 BANK OF AMERICA CORP 7,237 11,075
09260D107 BLACKSTONE INC 7,178 8,621
244199105 DEERE & CO    
30231G102 EXXON MOBIL CORP 5,597 11,510
57636Q104 MASTERCARD INC CL A 8,501 13,691
718172109 PHILIP MORRIS INTERN 8,118 9,748
806857108 SCHLUMBERGER LTD SED    
98978V103 ZOETIS INC    
009158106 AIR PRODUCTS & CHEMI    
166764100 CHEVRON CORPORATION 5,905 5,504
35137L105 FOX CORP - CLASS A - 2,966 3,692
580135101 MCDONALD'S CORP 6,039 6,378
101137107 BOSTON SCIENTIFIC CO 5,074 8,396
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 5,558 8,112
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 7,846 9,487
452308109 ILLINOIS TOOL WORKS 9,432 9,635
713448108 PEPSICO INC 8,556 7,451
81762P102 SERVICE NOW INC 4,935 9,541
872540109 TJX COMPANIES INC NE 5,032 7,490
H11356104 BUNGE GLOBAL SA SEDO    
H1467J104 CHUBB LTD SEDOL B3BQ 5,992 8,289
049560105 ATMOS ENERGY CORP 6,018 7,381
09290D101 BLACKROCK FUNDING IN 5,387 9,226
254687106 DISNEY WALT CO 6,180 5,679
277432100 EASTMAN CHEM CO 5,627 4,657
443510607 HUBBELL INC 6,840 7,540
512807306 LAM RESEARCH CORP 3,046 7,295
571903202 MARRIOTT INTERNATION 6,065 6,974
67066G104 NVIDIA CORP 47,949 47,539
754730109 RAYMOND JAMES FINANC 6,998 7,301
824348106 SHERWIN-WILLIAMS CO 6,824 6,119
893641100 TRANSDIGM GROUP INC 8,019 7,604
G54950103 NEW LINDE PLC SEDOL 6,679 5,861

TY 2024 InvestmentsOtherSchedule2
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 346,666 321,775
412295107 HARDING LOEVNER INTE AT COST 31,926 52,247
412295305 HARDING LOEVNER EMER AT COST 11,470 17,810
464288273 ISHARES MSCI EAFE SM AT COST 52,341 47,142
557492485 MADISON MID CAP FUND AT COST 26,417 47,499
921939203 VANGUARD INTERNATION AT COST 57,357 51,627
922042858 VANGUARD FTSE EMERGI AT COST 12,338 23,605
97717X669 WISDOMTREE U.S. QUAL AT COST 34,055 48,072
066922204 ISHARES S&P 500 INDE AT COST 26,533 69,965
411512528 HARBOR CAPITAL APPRE AT COST 20,902 75,372
55273H353 MFS VALUE FUND-R6 AT COST 30,938 72,464
779562206 T ROWE PR NEW HORIZO AT COST 14,838 24,469
00171A852 AMG RR SM CAP VAL-I AT COST 21,200 24,708
89155H389 TOUCHSTONE MIDCAP VA AT COST 39,000 42,651
46429B267 ISHARES U S TREASURY AT COST 121,933 122,736
46432F339 ISHARES MSCI USA QUA AT COST 23,774 35,260
94987W794 ALLSPRING CORE BOND AT COST 165,000 163,116
957663669 WESTERN ASSET CORE P      
74440Y884 PGIM HIGH YIELD FUND AT COST 30,000 29,566

TY 2024 OtherDecreasesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Description Amount
PRIOR YEAR RETURN OF CAPITAL 473
RETURN OF CAPITAL ADJUSTMENT 421
2024 TRANSACTION POSTED IN 2025 1,284
ROUNDING ADJUSTMENT 1


TY 2024 OtherIncomeSchedule2
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 262 0  


TY 2024 OtherIncreasesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Description Amount
2023 TRANSACTION POSTED IN 2024 1,406


TY 2024 TaxesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 56 56   0
FEDERAL ESTIMATES - PRINCIPAL 482 0   0
FOREIGN TAXES ON QUALIFIED FOR 477 477   0
FOREIGN TAXES ON NONQUALIFIED 131 131   0