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
HAROLD T EDGAR CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

22-6023917
B Telephone number (see instructions)

(888) 730-4933
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$7,456,655J 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... 153,924 151,399  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,233
b Gross sales price for all assets on line 6a 1,435,889
7 Capital gain net income (from Part IV, line 2)... 127,233
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
339    
12 Total. Add lines 1 through 11........ 281,496 278,632  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,509 72,458   8,051
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
711 0 0 711
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,102 0 0 1,102
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,612 6,612   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,964 2,964   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
84 84    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,982 82,118 0 9,864
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 341,982 82,118 0 259,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,486
b Net investment income (if negative, enter -0-) 196,514
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............. 1,008    
2 Savings and temporary cash investments......... 139,245 384,469 384,469
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)....... 1,349,084 Click to see attachment
List of Attached Documents:
// Content
1,481,764 		3,212,180
c Investments—corporate bonds (attach schedule)....... 1,404,856 Click to see attachment
List of Attached Documents:
// Content
1,644,059 		1,593,282
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).......... 2,788,080 Click to see attachment
List of Attached Documents:
// Content
2,108,369 		2,266,724
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) 5,682,273 5,618,661 7,456,655
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........ 5,682,273 5,618,661
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)..... 5,682,273 5,618,661
30 Total liabilities and net assets/fund balances (see instructions). 5,682,273 5,618,661
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
5,682,273
2
Enter amount from Part I, line 27a .....................
2
-60,486
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,533
4
Add lines 1, 2, and 3 ..........................
4
5,623,320
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,659
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,618,661
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 9. AMERICAN HOMES 4 RENT   2020-03-09 2024-01-23
b 17. APARTMENT INCOME REIT CORP   2022-01-06 2024-01-23
c 181. CHEWY INC   2023-07-21 2024-01-23
d 153. CHEWY INC   2021-04-14 2024-01-23
e 1. EQUINIX INC   2018-03-29 2024-01-23
5. EXTRA SPACE STORAGE INC   2022-05-03 2024-01-23
43. FOUR CORNERS PROPERTY TRUST   2018-03-29 2024-01-23
15. INVITATION HOMES INC   2017-08-03 2024-01-23
4. MID AMERICA APARTMENT COM   2023-09-12 2024-01-23
10. PALO ALTO NETWORKS INC   2017-08-01 2024-01-23
4. PROLOGIS INC   2021-06-28 2024-01-23
4. SERVICENOW INC   2021-06-16 2024-01-23
2. EXTRA SPACE STORAGE INC   2021-05-19 2024-02-02
7. GAMING AND LEISURE PROPE-W/I   2021-12-01 2024-02-02
1. MID AMERICA APARTMENT COM   2023-11-02 2024-02-02
10. VICI PROPERTIES INC   2020-06-19 2024-02-02
25. HASBRO INC   2017-12-13 2024-03-11
3. MERCK & CO INC NEW   2017-08-01 2024-03-11
7. ORIX CORPORATION - ADR   2022-08-31 2024-03-11
7. RPM INTERNATIONAL INC   2019-08-07 2024-03-11
6. SANOFI-ADR   2017-08-01 2024-03-11
3. SAP SE   2022-02-14 2024-03-11
40. SMITH & NEPHEW PLC - ADR   2020-09-22 2024-03-11
6. TOKYO ELECTRON LTD-UNSP ADR   2020-09-23 2024-03-11
3. UNION PACIFIC CORP   2023-04-03 2024-03-11
4. UNION PACIFIC CORP   2021-09-23 2024-03-11
8. WILLIAMS COS INC   2021-05-21 2024-03-11
.5 SEVEN & I HOLDINGS CO. LTD ADR   2023-07-17 2024-03-14
19. ADVANCED MICRO DEVICES INC   2023-12-14 2024-03-25
2. ALEXANDRIA REAL ESTATE EQUITIES   2024-01-23 2024-03-25
1. AMERICAN TOWER CORP   2023-09-12 2024-03-25
3. AMERICAN TOWER CORP   2024-01-23 2024-03-25
2. BROADCOM INC   2019-07-03 2024-03-25
84. DIAGEO PLC - ADR   2017-08-01 2024-03-25
26. FOUR CORNERS PROPERTY TRUST   2018-03-29 2024-03-25
4. ELI LILLY & CO COM   2017-08-01 2024-03-25
105. NIKE INC CL B   2017-10-12 2024-03-25
2. SBA COMMUNICATIONS CORP   2022-05-03 2024-03-25
21. EATON CORP PLC   2021-02-10 2024-03-25
16. ALPHABET INC CL C   2022-05-13 2024-03-27
70. BOSTON SCIENTIFIC CORP COM   2017-08-01 2024-03-27
63. CENTENE CORP DEL   2023-11-29 2024-03-27
185. CENTENE CORP DEL   2017-08-01 2024-03-27
202. GXO LOGISTICS INC   2017-08-01 2024-03-27
128. TWILIO INC   2021-12-21 2024-03-27
46. LULULEMON ATHLETICA INC   2019-06-28 2024-04-03
56. APARTMENT INCOME REIT CORP   2022-01-06 2024-04-11
2. CHEVRON CORP   2023-06-09 2024-04-12
5. KROGER CO   2023-04-03 2024-04-12
7. APARTMENT INCOME REIT CORP   2022-05-05 2024-04-22
22. FOUR CORNERS PROPERTY TRUST   2018-03-29 2024-04-22
11. GAMING AND LEISURE PROPE-W/I   2021-12-01 2024-04-22
35000. FED NATL MTG ASSN 2.625% 9/06/24   2017-08-24 2024-04-25
25000. LOWE'S COS INC 1.700% 10/15/30   2021-04-13 2024-04-25
25000. US TREASURY NOTE 2.625% 3/31/25   2019-05-21 2024-04-25
25. APARTMENT INCOME REIT CORP   2023-11-02 2024-05-09
16. APARTMENT INCOME REIT CORP   2022-08-03 2024-05-09
17. DEUTSCHE BOERSE AG ADR   2023-06-09 2024-05-15
28. DEUTSCHE BOERSE AG ADR   2023-12-21 2024-05-15
8. INTERNATIONAL FLAVORS & FRAGRANCES   2020-11-16 2024-05-15
20. MONDELEZ INTERNATIONAL INC   2018-06-14 2024-05-15
3. PEPSICO INC   2022-06-24 2024-05-15
5. PROCTER & GAMBLE CO   2023-12-21 2024-05-15
22. PUBLIC SVC ENTERPRISE GROUP INC   2017-08-01 2024-05-15
32. ROCHE HOLDINGS LTD - ADR   2017-08-01 2024-05-15
3. GAMING AND LEISURE PROPE-W/I   2021-12-01 2024-05-16
6. WELLTOWER INC   2020-06-11 2024-05-16
1. BOOKING HOLDINGS INC   2023-06-14 2024-06-11
6. BOOKING HOLDINGS INC   2020-03-03 2024-06-11
6. BROADCOM INC   2019-07-03 2024-06-11
108. ELECTRONIC ARTS INC   2018-12-21 2024-06-11
7. LAM RESEARCH CORP COM   2018-07-24 2024-06-11
19. EATON CORP PLC   2021-02-10 2024-06-11
17. GARMIN LTD   2020-10-20 2024-06-11
10128.036 EV GLBL MACR ABS RTRN-R6 #1071   2016-08-25 2024-06-26
12312.52 VIRTUS ALPHASIM GLBL ALT-R6   2013-07-11 2024-06-26
7. ALEXANDRIA REAL ESTATE EQUITIES   2023-09-12 2024-06-27
7. ALEXANDRIA REAL ESTATE EQUITIES   2024-01-23 2024-06-27
29. ALEXANDRIA REAL ESTATE EQUITIES   2017-08-03 2024-06-27
47. ALPHABET INC CL C   2024-04-03 2024-06-27
11. ALPHABET INC CL C   2022-05-13 2024-06-27
122. AMERICAN HOMES 4 RENT   2020-03-09 2024-06-27
4. AMERICAN TOWER CORP   2023-09-12 2024-06-27
58. AMERICAN TOWER CORP   2017-08-03 2024-06-27
5. BROADCOM INC   2018-02-09 2024-06-27
6. CAMDEN PPTY TR SH BEN INT   2024-02-02 2024-06-27
34. CAMDEN PPTY TR SH BEN INT   2018-03-29 2024-06-27
93. CHIPOTLE MEXICAN GRILL INC   2022-03-11 2024-06-27
5. COSTCO WHOLESALE CORP   2022-10-18 2024-06-27
28. CROWN CASTLE INC   2024-03-25 2024-06-27
42. CUBESMART   2024-04-22 2024-06-27
15. EQUINIX INC   2018-03-29 2024-06-27
41. EXTRA SPACE STORAGE INC   2021-05-19 2024-06-27
17. META PLATFORMS INC   2017-08-01 2024-06-27
4. FEDERAL REALTY INVESTMENT TRUS   2023-09-12 2024-06-27
27. FEDERAL REALTY INVESTMENT TRUS   2020-06-11 2024-06-27
93. FOUR CORNERS PROPERTY TRUST   2018-03-29 2024-06-27
51. GAMING AND LEISURE PROPE-W/I   2021-12-01 2024-06-27
104. INDEPENDENCE REALTY TRUST INC   2024-05-09 2024-06-27
128. INVITATION HOMES INC   2017-08-03 2024-06-27
62. IRON MOUNTAIN INC   2024-01-23 2024-06-27
30. ESTEE LAUDER COMPANIES INC   2024-04-03 2024-06-27
78. ESTEE LAUDER COMPANIES INC   2017-08-01 2024-06-27
1. MID AMERICA APARTMENT COM   2023-11-02 2024-06-27
9. MID AMERICA APARTMENT COM   2024-04-11 2024-06-27
22. MID AMERICA APARTMENT COM   2019-06-24 2024-06-27
5. PROLOGIS INC   2024-02-02 2024-06-27
103. PROLOGIS INC   2017-08-03 2024-06-27
3. SBA COMMUNICATIONS CORP   2023-11-02 2024-06-27
28. SBA COMMUNICATIONS CORP   2018-03-29 2024-06-27
6. SIMON PROPERTY GROUP INC   2024-01-23 2024-06-27
26. SIMON PROPERTY GROUP INC   2018-03-29 2024-06-27
56. SUN CMNTYS INC COM   2018-03-29 2024-06-27
5. TERRENO REALTY CORP   2024-02-02 2024-06-27
82. TERRENO REALTY CORP   2022-10-06 2024-06-27
153. VICI PROPERTIES INC   2019-08-21 2024-06-27
75. WELLTOWER INC   2020-06-11 2024-06-27
8. COMCAST CORP CLASS A   2019-03-25 2024-07-31
23. MERCK & CO INC NEW   2017-08-01 2024-07-31
8. PHILIP MORRIS INTERNATIONAL IN   2023-01-25 2024-07-31
66. REGIONS FINL CORP NEW   2022-11-02 2024-07-31
139. AGCO CORP COM   2021-04-14 2024-08-06
16. DANAHER CORP   2023-11-29 2024-08-06
35. INTERCONTINENTAL EXCHANGE INC   2017-08-01 2024-08-06
33. MORGAN STANLEY   2024-04-03 2024-08-06
8. AXA - ADR   2023-01-25 2024-08-26
2. QUALCOMM INC   2017-08-01 2024-08-26
41. SEVEN & I HOLDINGS CO. LTD ADR   2023-07-17 2024-08-26
15. ALPHABET INC CL C   2019-02-14 2024-09-25
12. BLACKSTONE INC   2023-02-09 2024-09-25
32. BROADCOM INC   2019-07-03 2024-09-25
4. META PLATFORMS INC   2024-03-25 2024-09-25
64. MANULIFE FINANCIAL CORP   2017-08-01 2024-09-25
260. TORONTO DOMINION BK ONT COM NEW   2019-05-09 2024-09-25
21. GARMIN LTD   2020-05-28 2024-09-25
40. CISCO SYSTEMS INC   2017-08-01 2024-10-03
4. NESTLE S.A. REGISTERED SHARES - ADR   2022-06-24 2024-10-03
7. TC ENERGY CORP   2018-11-20 2024-10-03
46. APPLE INC   2017-08-01 2024-10-10
21. COSTCO WHOLESALE CORP   2022-06-21 2024-10-10
38. NVIDIA CORP   2024-08-06 2024-10-10
10. S&P GLOBAL INC   2017-08-01 2024-10-10
11. SOUTH BOW CORP   2018-11-20 2024-10-10
52.5 SEVEN & I HOLDINGS CO. LTD ADR   2023-12-21 2024-10-17
48.5 SEVEN & I HOLDINGS CO. LTD ADR   2023-07-17 2024-10-17
.6 SOUTH BOW CORP   2023-04-03 2024-10-17
10. APPLE INC   2023-06-14 2024-10-22
34. BLACKSTONE INC   2023-02-09 2024-10-22
17. BROADCOM INC   2019-07-03 2024-10-22
175. MANULIFE FINANCIAL CORP   2017-08-01 2024-10-22
131. REGIONS FINL CORP NEW   2022-08-22 2024-10-22
807.674 INV OPP DEVELOP MRKTS-R6 7038   2017-05-04 2024-11-15
9671.18 LAZARD GL LIST INFRASTR-INST 1243   2019-10-16 2024-11-15
2836. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2012-09-17 2024-11-15
5520.806 FIDELITY NEW MRKTS INC-Z #3323   2021-04-13 2024-11-19
14370.7 PGIM HIGH YIELD-Q 1067   2021-04-13 2024-11-19
15985.905 TCW EMRG MRKTS INC-PLAN #5721   2018-07-26 2024-11-19
35000. US TREASURY NOTE 2.625% 3/31/25   2018-04-30 2024-11-19
11. INTUITIVE SURGICAL INC   2023-11-29 2024-12-11
8. NETFLIX.COM INC   2022-03-11 2024-12-11
37. SALESFORCE INC   2017-08-01 2024-12-11
7. SERVICENOW INC   2020-06-26 2024-12-11
49. TRADE DESK INC/THE   2023-06-05 2024-12-11
39. VERTIV HOLDINGS LLC   2024-08-06 2024-12-11
32. XPO INC   2022-12-21 2024-12-11
9. THE HERSHEY COMPANY   2024-03-11 2024-12-12
21. KROGER CO   2022-11-02 2024-12-12
42. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2024-12-12
3. TJX COMPANIES INC   2021-03-01 2024-12-12
4. TOKYO ELECTRON LTD-UNSP ADR   2024-07-31 2024-12-12
10. TOTAL S.A. - ADR   2024-03-11 2024-12-12
5. TOTAL S.A. - ADR   2021-12-06 2024-12-12
25. WILLIAMS COS INC   2021-05-21 2024-12-12
8. COCA-COLA EUROPACIFIC PARTNE   2018-02-22 2024-12-12
2. ABBVIE INC   2022-05-19 2024-12-26
49. NORDEA BANK ABP - SPON ADR   2024-05-15 2024-12-26
40. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2024-12-26
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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    
(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 320   251 69
b 576   884 -308
c 3,585   6,345 -2,760
d 3,031   13,210 -10,179
e 801   418 383
745   720 25
1,036   958 78
507   318 189
542   535 7
3,416   445 2,971
517   404 113
3,002   2,052 950
286   228 58
316   319 -3
128   121 7
304   217 87
1,296   2,321 -1,025
372   183 189
738   580 158
816   474 342
290   283 7
567   356 211
1,109   1,500 -391
749   256 493
750   604 146
1,000   805 195
287   201 86
7   7  
3,425   2,591 834
253   247 6
195   179 16
586   609 -23
2,698   569 2,129
12,258   11,162 1,096
621   579 42
3,094   329 2,765
9,810   5,328 4,482
437   695 -258
6,582   2,741 3,841
2,412   1,863 549
4,765   1,866 2,899
4,920   4,561 359
14,448   7,854 6,594
10,517   6,713 3,804
7,806   25,682 -17,876
17,330   9,860 7,470
2,147   2,872 -725
326   318 8
279   249 30
269   303 -34
512   490 22
473   501 -28
34,651   35,887 -1,236
19,909   23,607 -3,698
24,422   25,038 -616
964   728 236
617   675 -58
330   301 29
543   564 -21
769   918 -149
1,436   806 630
538   497 41
826   723 103
1,635   992 643
1,002   1,017 -15
138   137 1
607   306 301
3,790   2,601 1,189
22,739   10,163 12,576
8,747   1,707 7,040
14,769   9,089 5,680
6,987   2,256 4,731
6,067   2,312 3,755
2,741   1,899 842
85,177   87,814 -2,637
129,281   136,223 -6,942
803   784 19
803   846 -43
3,328   3,484 -156
8,772   7,312 1,460
2,053   1,114 939
4,443   3,369 1,074
776   717 59
11,250   7,986 3,264
7,922   1,073 6,849
653   596 57
3,698   2,993 705
5,871   2,809 3,062
4,255   2,354 1,901
2,704   2,845 -141
1,871   1,771 100
11,181   6,226 4,955
6,352   4,411 1,941
8,818   2,892 5,926
399   391 8
2,691   2,324 367
2,272   2,062 210
2,257   2,324 -67
1,909   1,762 147
4,479   2,715 1,764
5,495   4,211 1,284
3,325   4,410 -1,085
8,646   10,173 -1,527
139   121 18
1,252   1,202 50
3,061   2,516 545
551   644 -93
11,342   7,225 4,117
585   655 -70
5,461   4,631 830
894   855 39
3,875   3,917 -42
6,639   5,557 1,082
293   304 -11
4,803   4,335 468
4,305   3,114 1,191
7,682   3,820 3,862
326   315 11
2,671   1,400 1,271
913   825 88
1,486   1,474 12
12,178   20,392 -8,214
4,349   3,575 774
5,253   2,569 2,684
3,062   3,079 -17
302   249 53
344   105 239
576   586 -10
2,447   845 1,602
1,834   1,092 742
5,597   910 4,687
2,295   2,023 272
1,865   1,318 547
16,374   14,597 1,777
3,633   1,971 1,662
2,087   1,262 825
394   466 -72
308   256 52
10,509   1,717 8,792
18,762   9,652 9,110
5,116   4,006 1,110
5,146   1,550 3,596
254   197 57
772   677 95
713   694 19
14   11 3
2,353   1,841 512
5,710   2,896 2,814
3,051   484 2,567
5,253   3,456 1,797
3,095   2,886 209
31,281   29,620 1,661
154,449   149,322 5,127
68,473   105,915 -37,442
70,225   79,776 -9,551
69,410   74,994 -5,584
105,347   124,567 -19,220
34,777   34,795 -18
5,979   3,438 2,541
7,501   2,796 4,705
13,250   4,241 9,009
8,041   3,244 4,797
6,564   3,690 2,874
4,930   2,679 2,251
5,019   1,129 3,890
1,594   1,778 -184
1,315   1,011 304
626   363 263
381   202 179
320   378 -58
563   660 -97
281   247 34
1,382   621 761
631   304 327
358   303 55
526   606 -80
570   335 235
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
      43,205
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       69
b       -308
c       -2,760
d       -10,179
e       383
      25
      78
      189
      7
      2,971
      113
      950
      58
      -3
      7
      87
      -1,025
      189
      158
      342
      7
      211
      -391
      493
      146
      195
      86
       
      834
      6
      16
      -23
      2,129
      1,096
      42
      2,765
      4,482
      -258
      3,841
      549
      2,899
      359
      6,594
      3,804
      -17,876
      7,470
      -725
      8
      30
      -34
      22
      -28
      -1,236
      -3,698
      -616
      236
      -58
      29
      -21
      -149
      630
      41
      103
      643
      -15
      1
      301
      1,189
      12,576
      7,040
      5,680
      4,731
      3,755
      842
      -2,637
      -6,942
      19
      -43
      -156
      1,460
      939
      1,074
      59
      3,264
      6,849
      57
      705
      3,062
      1,901
      -141
      100
      4,955
      1,941
      5,926
      8
      367
      210
      -67
      147
      1,764
      1,284
      -1,085
      -1,527
      18
      50
      545
      -93
      4,117
      -70
      830
      39
      -42
      1,082
      -11
      468
      1,191
      3,862
      11
      1,271
      88
      12
      -8,214
      774
      2,684
      -17
      53
      239
      -10
      1,602
      742
      4,687
      272
      547
      1,777
      1,662
      825
      -72
      52
      8,792
      9,110
      1,110
      3,596
      57
      95
      19
      3
      512
      2,814
      2,567
      1,797
      209
      1,661
      5,127
      -37,442
      -9,551
      -5,584
      -19,220
      -18
      2,541
      4,705
      9,009
      4,797
      2,874
      2,251
      3,890
      -184
      304
      263
      179
      -58
      -97
      34
      761
      327
      55
      -80
      235
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 127,233
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,732
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,732
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,732
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,580
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,580
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 1,152
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 arrowNJ
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 arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
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
WELLS FARGO BANK N A TRUSTEE
1 		80,509    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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
7,016,653
b
Average of monthly cash balances.......................
1b
243,120
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,259,773
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
7,259,773
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
108,897
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,150,876
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
357,544
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
357,544
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,732
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,732
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
354,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
354,812
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
354,812
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
259,864
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
259,864
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 7 354,812
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 155,269
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$ 259,864
a Applied to 2023, but not more than line 2a 155,269
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..... 104,595
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 .......... 		250,217
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

BOYS AND GIRLS CLUBS OF AMERICA

1275 PEACHTREE ST NE
ATLANTA,GA303093580 		NONE PC GENERAL OPERATING 29,175

NORTHWOOD SCHOOL

92 NORTHWOOD ROAD
LAKE PLACID,NY12946 		NONE PC GENERAL OPERATING 29,175

YMCA OF METUCHEN EDISON

483 MIDDLESEX AVE
METUCHEN,NJ08840 		NONE PC GENERAL OPERATING 66,650

REFORMED CHURCH OF METUCHEN

150 LAKE AVE
METUCHEN,NJ08840 		NONE PC GENERAL OPERATING 66,650

THEOL SEMINA REFORMED CH OF AM

35 SEMINARY PLACE
NEW BRUNSWICK,NJ08901 		NONE PC GENERAL OPERATING 29,175

PATRIOTS PATH COUNCIL INC BSA

1 SADDLE ROAD
CEDAR KNOLLS,NJ07927 		NONE PC GENERAL OPERATING 29,175
Total .................................right arrow 3a 250,000
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 ....     14 153,924  
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 ............ 		    18 127,233  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 339  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   281,496  
13Total. Add line 12, columns (b), (d), and (e)..................
13
281,496
(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 AccountingFeesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,102     1,102

TY 2024 InvestmentsCorpBondsSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Name of Bond End of Year Book Value End of Year Fair Market Value
437076BM3 HOME DEPOT INC 25,288 24,557
06051GGA1 BANK OF AMERICA CORP 29,731 28,913
912828M56 US TREASURY NOTE 19,393 19,658
9128284F4 US TREASURY NOTE    
9128286T2 US TREASURY NOTE 2.3 78,820 73,742
9128285M8 US TREASURY NOTE 81,549 76,551
9128286X3 US TREASURY NOTE 59,463 58,263
29444UBL9 EQUINIX INC 24,724 22,518
912828U24 US TREASURY NOTE 2.0 76,929 76,781
46625HRV4 JPMORGAN CHASE & CO 25,669 24,358
9128286A3 US TREASURY NOTE 68,826 68,815
14040HBN4 CAPITAL ONE FINANCIA 26,233 24,408
9128283W8 US TREASURY NOTE 60,117 57,291
254687FL5 WALT DISNEY COMPANY/ 24,187 22,231
38148LAE6 GOLDMAN SACHS GROUP 25,701 24,908
25389JAR7 DIGITAL REALTY TRUST 21,058 19,442
3135G0ZR7 FED NATL MTG ASSN 2.    
036752AB9 ANTHEM INC 30,517 29,185
961214DW0 WESTPAC BANKING CORP 29,289 28,881
110122DP0 BRISTOL-MYERS SQUIBB 24,415 22,766
78016EZM2 ROYAL BANK OF CANADA 24,745 24,061
548661DY0 LOWE'S COS INC    
693475AZ8 PNC FINANCIAL SERVIC 15,425 13,321
91282CBL4 US TREASURY NOTE 71,487 66,020
166764BW9 CHEVRON CORP 25,676 24,728
126650DM9 CVS HEALTH CORP 24,355 22,653
20030NCT6 COMCAST CORP 28,823 24,381
00287YAQ2 ABBVIE INC 27,338 24,897
120568BB5 BUNGE LTD FINANCE CO 9,460 9,810
9128282R0 US TREASURY NOTE 55,343 57,032
31428XCD6 FEDEX CORP 9,038 8,532
023135CH7 AMAZON.COM INC 27,929 27,769
037833EV8 APPLE INC 19,892 19,514
256677AP0 DOLLAR GENERAL CORP 19,736 19,640
458140CA6 INTEL CORP 14,275 13,654
61746BEF9 MORGAN STANLEY 23,913 24,544
67103HAL1 O'REILLY AUTOMOTIVE 9,656 9,660
907818FU7 UNION PACIFIC CORP 16,909 17,266
91282CDY4 US TREASURY NOTE 1.8 65,969 63,082
91282CGQ8 US TREASURY NOTE 65,873 63,797
92343VGJ7 VERIZON COMMUNICATIO 17,477 18,085
00206RGQ9 AT&T INC 14,091 14,527
09247XAT8 BLACKROCK INC 29,447 29,376
26441CBT1 DUKE ENERGY CORP 18,399 19,053
30303M8L9 META PLATFORMS INC 20,092 20,026
494553AE0 KINDER MORGAN INC 25,037 24,619
91282CFV8 US TREASURY NOTE 4.1 38,363 39,013
91282CGP0 US TREASURY NOTE 24,815 24,773
91282CJJ1 US TREASURY NOTE 80,744 79,638
91282CJZ5 US TREASURY NOTE 63,119 62,228
927804GP3 VIRGINIA ELEC & POWE 24,724 24,315

TY 2024 InvestmentsCorpStockSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Name of Stock End of Year Book Value End of Year Fair Market Value
66987V109 NOVARTIS AG - ADR 2,217 2,822
46625H100 JPMORGAN CHASE & CO 16,878 43,148
252131107 DEXCOM INC 16,309 21,698
889110102 TOKYO ELECTRON LTD-U 1,420 1,585
339041105 FLEETCOR TECHNOLOGIE    
478160104 JOHNSON & JOHNSON 3,752 3,471
235851102 DANAHER CORP 6,736 17,216
054536107 AXA - ADR 2,576 3,095
826197501 SIEMENS AG - SPONSOR 1,237 1,740
26441C204 DUKE ENERGY HOLDING 2,612 3,017
539830109 LOCKHEED MARTIN CORP 586 972
654106103 NIKE INC CL B    
744573106 PUBLIC SVC ENTERPRIS    
91324P102 UNITEDHEALTH GROUP I 43,499 61,209
893641100 TRANSDIGM GROUP INC 3,955 20,276
87807B107 TC ENERGY CORP 1,844 2,373
883556102 THERMO FISHER SCIENT 6,154 14,046
594918104 MICROSOFT CORP 63,251 263,438
64110L106 NETFLIX INC 8,759 33,870
G1151C101 ACCENTURE PLC 5,035 13,720
79466L302 SALESFORCE INC 8,321 30,424
87612E106 TARGET CORP 4,251 10,139
78409V104 S&P GLOBAL INC 6,044 19,423
548661107 LOWES COS INC 2,441 3,702
747525103 QUALCOMM INC 1,514 2,765
169656105 CHIPOTLE MEXICAN GRI 12,535 32,743
771195104 ROCHE HOLDINGS LTD -    
097023105 BOEING CO 22,614 20,886
532457108 ELI LILLY & CO COM 12,293 67,164
502441306 LVMH MOET HENNESSY U 3,719 4,574
90384S303 ULTA BEAUTY INC 11,051 19,572
89151E109 TOTALENERGIES SE -SP 26,419 26,215
G25839104 COCA-COLA EUROPACIFI 1,406 2,842
56501R106 MANULIFE FINANCIAL C 10,614 21,958
101137107 BOSTON SCIENTIFIC CO 8,798 29,476
192446102 COGNIZANT TECH SOLUT 10,667 12,150
749685103 RPM INTERNATIONAL IN 1,190 2,215
867224107 SUNCOR ENERGY INC NE 20,771 25,618
02079K107 ALPHABET INC CL C 51,410 199,962
11135F101 BROADCOM INC 13,594 132,381
911312106 UNITED PARCEL SERVIC 16,837 18,537
21036P108 CONSTELLATION BRANDS 14,744 16,575
032654105 ANALOG DEVICES INC 39,089 36,968
38141G104 GOLDMAN SACHS GROUP 1,110 2,863
73278L105 POOL CORPORATION 5,431 12,615
86562M209 SUMITOMO TRUST AND B 1,231 2,579
697435105 PALO ALTO NETWORKS I 3,378 27,658
285512109 ELECTRONIC ARTS INC    
81762P102 SERVICENOW INC 10,356 33,924
75513E101 RTX CORP 14,569 22,565
251542106 DEUTSCHE BOERSE AG A 1,594 2,416
94106L109 WASTE MANAGEMENT INC 10,831 17,758
H84989104 TE CONNECTIVITY LTD    
983793100 XPO INC 5,074 22,558
459506101 INTERNATIONAL FLAVOR 2,149 1,860
742718109 PROCTER & GAMBLE CO 2,276 3,185
016255101 ALIGN TECHNOLOGY INC 24,860 20,851
907818108 UNION PACIFIC CORP 10,706 16,875
023135106 AMAZON COM INC COM 86,207 180,119
30303M102 META PLATFORMS INC 48,870 141,693
92532F100 VERTEX PHARMACEUTICA 8,596 20,940
09247X101 BLACKROCK INC    
83175M205 SMITH & NEPHEW PLC -    
H2906T109 GARMIN LTD 8,254 19,182
892356106 TRACTOR SUPPLY CO CO 3,606 17,245
45866F104 INTERCONTINENTAL EXC 8,228 18,328
891160509 TORONTO DOMINION BK    
037833100 APPLE INC 39,483 258,934
278865100 ECOLAB INC 13,945 20,854
150870103 CELANESE CORP 15,565 10,589
25157Y202 DEUTSCHE POST AG ADR 2,187 1,885
896239100 TRIMBLE INC 11,796 17,382
609207105 MONDELEZ INTERNATION 10,901 14,335
686330101 ORIX CORPORATION - A 959 1,381
20030N101 COMCAST CORP CLASS A 2,375 2,364
550021109 LULULEMON ATHLETICA    
G29183103 EATON CORP PLC 8,035 23,895
641069406 NESTLE S.A. REGISTER 3,161 2,696
92826C839 VISA INC-CLASS A SHR 31,256 73,637
09260D107 BLACKSTONE INC 7,650 25,001
512807108 LAM RESEARCH CORP CO    
969457100 WILLIAMS COS INC 1,021 2,760
617446448 MORGAN STANLEY 9,780 23,510
34964C106 FORTUNE BRANDS INNOV 12,658 14,349
172967424 CITIGROUP INC. 25,560 29,705
418056107 HASBRO INC    
67066G104 NVIDIA CORP 28,586 190,558
904767704 UNILEVER PLC - ADR 18,000 19,221
09857L108 BOOKING HOLDINGS INC 7,551 19,874
518439104 ESTEE LAUDER COMPANI    
G5960L103 MEDTRONIC PLC 1,152 1,198
80105N105 SANOFI-ADR 1,510 1,543
15135B101 CENTENE CORP DEL    
58933Y105 MERCK & CO INC NEW 17,706 24,472
17275R102 CISCO SYSTEMS INC 10,348 19,418
040413106 ARISTA NETWORKS INC    
65339F101 NEXTERA ENERGY INC 2,007 2,939
25243Q205 DIAGEO PLC - ADR    
00287Y109 ABBVIE INC 17,178 26,122
001084102 AGCO CORP COM    
927320101 VINCI SA ADR 1,839 1,899
36262G101 GXO LOGISTICS INC    
65558R109 NORDEA BANK ABP - SP 1,400 1,361
803054204 SAP SE ADR 1,723 3,939
251566105 DEUTSCHE TELEKOM AG 2,979 3,970
872540109 TJX COMPANIES INC 1,866 3,141
16679L109 CHEWY INC    
90138F102 TWILIO INC    
679295105 OKTA INC 36,253 20,330
713448108 PEPSICO INC 1,920 1,825
49271V100 KEURIG DR PEPPER INC 2,443 2,184
46120E602 INTUITIVE SURGICAL I 13,308 29,230
12572Q105 CME GROUP INC 2,927 3,483
437076102 HOME DEPOT INC 16,306 19,838
009279100 AIRBUS SE - UNSP ADR 2,073 2,749
22160K105 COSTCO WHOLESALE COR    
046353108 ASTRAZENECA PLC ADR 2,896 3,014
501044101 KROGER CO 1,337 1,773
26875P101 EOG RESOURCES, INC 2,345 2,206
7591EP100 REGIONS FINL CORP NE 13,246 15,923
00724F101 ADOBE INC 41,438 35,574
007903107 ADVANCED MICRO DEVIC 12,890 15,703
127387108 CADENCE DESIGN SYSTE 18,478 24,337
13646K108 CANADIAN PACIFIC KAN 17,843 22,652
166764100 CHEVRON CORP 4,133 3,766
372460105 GENUINE PARTS CO 1,244 1,051
580135101 MCDONALDS CORP 23,997 24,641
718172109 PHILIP MORRIS INTERN 2,184 2,648
80687P106 SCHNEIDER ELECTRIC S 1,156 1,737
81783H105 SEVEN & I HOLDINGS C    
855244109 STARBUCKS CORP COM 15,114 13,779
88339J105 TRADE DESK INC/THE 14,340 25,504
92334N103 VEOLIA ENVIRONNEMENT 1,708 1,546
040413205 ARISTA NETWORKS INC 5,333 44,212
06738E204 BARCLAYS PLC - ADR 2,852 2,897
09290D101 BLACKROCK FUNDING IN 8,793 21,527
219948106 CORPAY INC 19,216 26,058
22160N109 COSTAR GROUP, INC 18,736 15,607
23804L103 DATADOG INC 28,863 32,865
43300A203 HILTON WORLDWIDE HOL 17,168 20,267
433578507 HITACHI LIMITED - AD 1,848 2,473
49338L103 KEYSIGHT TECHNOLOGIE 12,576 11,726
502117203 L'OREAL - ADR 1,738 1,408
512807306 LAM RESH CORP 3,765 16,613
571748102 MARSH & MCLENNAN COS 15,538 14,869
64125C109 NEUROCRINE BIOSCIENC 15,442 15,288
767204100 RIO TINTO PLC - ADR 1,893 1,764
833034101 SNAP ON INC 1,478 1,697
92537N108 VERTIV HOLDINGS LLC 12,777 21,131
G87052109 TE CONNECTIVITY PLC 9,524 14,154

TY 2024 InvestmentsOtherSchedule2
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74440Y884 PGIM HIGH YIELD-Q 10      
09260C703 BLACKROCK GL L/S CRE AT COST 221,281 193,938
78410G104 SBA COMMUNICATIONS C      
19248X604 COHEN & STEERS PR SE AT COST 256,473 225,526
46187W107 INVITATION HOMES INC      
46647B404 JPMORGAN MID CAP VAL AT COST 137,775 193,244
925652109 VICI PROPERTIES INC      
35086T109 FOUR CORNERS PROPERT      
94987W539 AS EMERGING MARKETS AT COST 176,206 235,755
77956H435 T ROWE PR OVERSEAS S AT COST 177,872 222,518
88146M101 TERRENO REALTY CORP      
27831R108 EV GLBL MACR ABS RTR      
64128R608 NEUBERGER BERMAN LON AT COST 211,374 295,394
015271109 ALEXANDRIA REAL ESTA      
03750L109 APARTMENT INCOME REI      
828806109 SIMON PROPERTY GROUP      
866674104 SUN CMNTYS INC COM      
313745101 FEDERAL REALTY INVES      
59522J103 MID AMERICA APARTMEN      
133131102 CAMDEN PPTY TR SH BE      
589509207 MERGER FUND-INST #30 AT COST 127,437 137,489
52106N459 LAZARD GL LIST INFRA      
78463X863 SPDR DJ WILSHIRE INT      
872365713 TCW EMRG MRKTS INC-P      
03027X100 AMERICAN TOWER CORP      
464287655 ISHARES RUSSELL 2000 AT COST 221,790 220,960
74340W103 PROLOGIS INC      
41664T420 HARTFORD MIDCAP FUND AT COST 379,000 352,478
31641Q755 FIDELITY NEW MRKTS I      
29444U700 EQUINIX INC      
95040Q104 WELLTOWER INC      
00143W859 INV OPP DEVELOP MRKT      
36467J108 GAMING AND LEISURE P      
02665T306 AMERICAN HOMES 4 REN      
30225T102 EXTRA SPACE STORAGE      
92835M455 VIRTUS ALPHASIM GLBL      
464287804 ISHARES CORE S&P SMA AT COST 199,161 189,422

TY 2024 LegalFeesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 711     711


TY 2024 OtherDecreasesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Description Amount
CY PURCHASE OF ACCRUED INTEREST 1,867
ROC ON CY SALES 174
PY RETURN OF CAPITAL ADJUSTMENT 2,187
87807B107 BASIS ADJ 287
COST BASIS ADJ 144


TY 2024 OtherExpensesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 84 84   0


TY 2024 OtherIncomeSchedule2
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 339 0  


TY 2024 OtherIncreasesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Description Amount
MUTUAL FUND TIMING ADJ 277
PY PURCHASE OF ACCRUED INTEREST 1,244
TAX LOT BASIS ADJUSTMENT 12


TY 2024 OtherProfessionalFeesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 6,612 6,612    


TY 2024 TaxesSchedule
Name:
HAROLD T EDGAR CHARITABLE TRUST
EIN:
22-6023917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,716 2,716   0
FOREIGN TAXES ON NONQUALIFIED 248 248   0