Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ANNE G CARSON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

25-6435748
B Telephone number (see instructions)

4122094802
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,021,794J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,906 167,551  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 560,091
b Gross sales price for all assets on line 6a 3,339,245
7 Capital gain net income (from Part IV, line 2)... 560,091
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 727,997 727,642  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,452 50,762   12,690
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).... Click to see attachment
List of Attached Documents:
// Content
684 684   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,361 3,070   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
33 33    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,530 54,549 0 12,690
25 Contributions, gifts, grants paid....... 298,317 298,317
26 Total expenses and disbursements. Add lines 24 and 25 ................ 367,847 54,549 0 311,007
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 360,150
b Net investment income (if negative, enter -0-) 673,093
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 201,245 146,274 146,274
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 83,187 Click to see attachment
List of Attached Documents:
// Content
66,469 		198,699
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,871,301 Click to see attachment
List of Attached Documents:
// Content
5,303,943 		6,676,821
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,155,733 5,516,686 7,021,794
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,155,733 5,516,686
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)..... 5,155,733 5,516,686
30 Total liabilities and net assets/fund balances (see instructions). 5,155,733 5,516,686
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
5,155,733
2
Enter amount from Part I, line 27a .....................
2
360,150
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
811
4
Add lines 1, 2, and 3 ..........................
4
5,516,694
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,516,686
Form 990-PF (2025)
Form 990-PF (2025)
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 2. MICROSOFT CORP   2015-10-26 2025-01-08
b 6. ADVANCED MICRO DEVICES INC   2023-01-19 2025-01-10
c 2. EATON CORP PLC   2024-04-12 2025-01-15
d 3. MICROSOFT CORP   2015-10-26 2025-01-16
e 2. MARRIOTT INTERNATIONAL INC   2021-06-25 2025-01-17
3. MARRIOTT INTERNATIONAL INC   2021-06-25 2025-01-21
4. EATON CORP PLC   2024-03-26 2025-01-22
12. ADVANCED MICRO DEVICES INC   2023-01-19 2025-01-28
3. BROADCOM INC   2022-02-01 2025-01-28
1. HOME DEPOT INC   2024-11-18 2025-01-30
3. PALO ALTO NETWORKS INC   2023-12-01 2025-01-30
4. VERTIV HOLDINGS LLC   2024-11-19 2025-01-30
5. PALO ALTO NETWORKS INC   2023-12-01 2025-02-03
2. ALPHABET INC/CA-CL C   2025-01-08 2025-02-14
6. ANALOG DEVICES INC   2024-05-08 2025-02-18
3. HOME DEPOT INC   2022-05-18 2025-02-18
1. ADOBE INC   2013-10-25 2025-02-24
3. TJX COMPANIES INC NEW   2022-06-17 2025-02-24
2. APPLE INC   2004-12-09 2025-02-26
8. ASTRAZENECA PLC   2024-11-18 2025-02-26
14. ASTRAZENECA PLC   2023-01-23 2025-02-26
1. BROADCOM INC   2022-02-01 2025-02-26
3. DISNEY WALT CO   2024-03-20 2025-02-26
1. MOODY'S CORP   2023-09-07 2025-02-27
3. PROGRESSIVE CORP OHIO   2024-10-02 2025-02-27
1. VISA INC   2011-12-16 2025-03-04
2. TESLA INC   2025-03-04 2025-03-11
1. TESLA INC   2013-11-26 2025-03-11
3. FLUTTER ENTERTAINMENT PLC   2024-11-14 2025-03-11
1. PROGRESSIVE CORP OHIO   2024-05-01 2025-03-19
2090.044 AMG RR SM CAP VAL-I   2024-06-17 2025-03-20
4390.714 ARTISAN INTL SM/MID-INST   2024-12-09 2025-03-20
967.306 DOUBLELINE TOTAL RETURN BOND   2023-06-20 2025-03-20
4037.755 OAKMARK INTL SM CAP-R6   2019-06-20 2025-03-20
1873. ISHARES MSCI USA MIN VOL FACTOR   2023-10-31 2025-03-20
8593.235 NUANCE MID CAP VALUE-Z   2022-11-03 2025-03-20
7436.327 SPYGLASS GROWTH FUND-INST   2022-11-03 2025-03-20
2328.087 MERIDIAN SMALL CAP GROW-INSTL   2024-06-17 2025-03-20
2418.706 TOUCHSTONE MID CAP-R6   2022-11-03 2025-03-20
4856.628 ALLSPRING CORE BOND FUND   2023-06-20 2025-03-20
2. AIRBNB INC-CLASS A   2024-06-11 2025-04-07
3. AIRBNB INC-CLASS A   2024-02-14 2025-04-07
4. BROADCOM INC   2022-02-01 2025-04-07
1. META PLATFORMS INC   2023-07-12 2025-04-07
3. STARBUCKS CORP   2025-03-03 2025-04-07
2. TAIWAN SEMICONDUCTOR MTG CO   2025-01-21 2025-04-07
2. TESLA INC   2013-11-26 2025-04-07
9. VERTIV HOLDINGS LLC   2024-09-23 2025-04-07
2. VERTIV HOLDINGS LLC   2024-11-19 2025-04-07
14. SAMSARA INC-CL A   2025-02-24 2025-04-08
4. AIRBNB INC-CLASS A   2021-05-14 2025-04-21
1. DISNEY WALT CO   2024-11-18 2025-04-21
3. DISNEY WALT CO   2024-03-20 2025-04-21
2. HILTON WORLDWIDE HLDGS - W/I   2024-11-08 2025-04-21
2. SALESFORCE INC   2024-12-05 2025-04-21
5. AMAZON COM INC   2008-12-01 2025-04-22
2. BROADCOM INC   2022-02-01 2025-04-22
1. META PLATFORMS INC   2023-07-12 2025-04-22
5. UBER TECHNOLOGIES INC   2024-10-09 2025-04-22
5. UBER TECHNOLOGIES INC   2025-01-16 2025-04-22
2. UBER TECHNOLOGIES INC   2025-01-16 2025-05-01
3. UBER TECHNOLOGIES INC   2022-08-04 2025-05-01
1. CROWDSTRIKE HOLDINGS INC - A   2025-05-01 2025-05-08
4. DATADOG INC - CLASS A   2024-04-11 2025-05-15
4. NVIDIA CORP   2016-01-28 2025-05-15
4. UBER TECHNOLOGIES INC   2022-08-04 2025-05-15
1. MERCADOLIBRE INC   2024-10-18 2025-06-04
2. MERCADOLIBRE INC   2022-03-04 2025-06-04
1. NETFLIX INC   2025-06-04 2025-06-10
15. O REILLY AUTOMOTIVE INC   2024-11-22 2025-06-11
2. GE AEROSPACE   2025-04-22 2025-06-12
2. ALPHABET INC/CA-CL C   2024-12-23 2025-06-24
3. ALPHABET INC/CA-CL C   2025-01-08 2025-06-24
2. SALESFORCE INC   2024-11-26 2025-06-24
1. SALESFORCE INC   2009-06-18 2025-06-24
3. ADOBE INC   2013-10-25 2025-06-25
1. NETFLIX INC   2023-12-13 2025-07-02
2. PROGRESSIVE CORP OHIO   2024-04-18 2025-07-09
4. SALESFORCE INC   2009-06-18 2025-07-15
3. ADIDAS AG SPONSORED ADR   2024-07-31 2025-07-17
1. MOODY'S CORP   2023-01-18 2025-07-17
3. WALMART INC   2024-11-22 2025-07-17
3. MOODY'S CORP   2023-01-18 2025-07-21
10. ASTRAZENECA PLC   2025-04-09 2025-07-25
1. CROWDSTRIKE HOLDINGS INC - A   2024-10-10 2025-07-25
1. CROWDSTRIKE HOLDINGS INC - A   2020-04-20 2025-07-25
7. TJX COMPANIES INC NEW   2025-04-09 2025-07-25
4. TJX COMPANIES INC NEW   2025-04-09 2025-07-28
1. TJX COMPANIES INC NEW   2022-06-17 2025-07-28
7. ASTRAZENECA PLC   2025-04-09 2025-07-29
1. ELI LILLY & CO   2025-01-28 2025-07-29
11. NOVO NORDISK A S   2022-03-08 2025-07-29
25. NOVO NORDISK A S   2022-03-08 2025-07-30
4. CAVA GROUP INC   2025-01-22 2025-08-14
4. CAVA GROUP INC   2025-02-27 2025-08-14
6. PROGRESSIVE CORP OHIO   2024-04-18 2025-08-21
3. UBER TECHNOLOGIES INC   2022-08-04 2025-08-22
2. BROADCOM INC   2025-06-25 2025-08-28
1. BROADCOM INC   2022-02-01 2025-08-28
11. STARBUCKS CORP   2025-01-30 2025-08-29
1. STARBUCKS CORP   2025-03-03 2025-08-29
4. AIRBNB INC-CLASS A   2021-05-14 2025-09-03
7428.98 LONGLEAF PARTNERS FDS TR   2022-11-03 2025-09-03
5. TEXAS INSTRUMENTS INC   2025-02-26 2025-09-09
5. TRADE DESK INC/THE -CLASS A   2025-06-11 2025-09-11
11. TRADE DESK INC/THE -CLASS A   2020-02-28 2025-09-11
12. TRADE DESK INC/THE -CLASS A   2020-02-28 2025-09-12
5. AIRBNB INC-CLASS A   2021-05-14 2025-09-16
5. O REILLY AUTOMOTIVE INC   2025-08-21 2025-09-16
2. O REILLY AUTOMOTIVE INC   2022-04-05 2025-09-16
2. VERTEX PHARMACEUTICALS INC   2025-04-09 2025-09-16
2. VERTEX PHARMACEUTICALS INC   2025-05-08 2025-09-18
1. VERTEX PHARMACEUTICALS INC   2024-02-08 2025-09-19
2. LPL FINANCIAL HOLDINGS INC   2025-02-21 2025-09-23
8. TJX COMPANIES INC NEW   2022-06-17 2025-09-24
3. ADIDAS AG SPONSORED ADR   2024-12-27 2025-09-25
4. ADVANCED MICRO DEVICES INC   2025-08-29 2025-09-25
7. ALPHABET INC/CA-CL C   2024-12-23 2025-09-25
8. ALPHABET INC/CA-CL C   2025-08-22 2025-09-25
4. AMAZON COM INC   2025-06-04 2025-09-25
19. AMAZON COM INC   2008-12-01 2025-09-25
1475. AVANTIS US LARGE CAP VALUE   2025-03-20 2025-09-25
3. AMPHENOL CORP NEW   2025-09-24 2025-09-25
6. APPLE INC   2025-06-04 2025-09-25
9. APPLE INC   2004-12-09 2025-09-25
1. APPLOVIN CORP-CLASS A   2025-02-14 2025-09-25
1. AXON ENTERPRISE INC   2025-02-26 2025-09-25
3863.498 BLACKROCK TOTAL RETURN-I   2025-03-20 2025-09-25
34974.359 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-09-25
6. BOEING CO   2023-11-21 2025-09-25
3. BOSTON SCIENTIFIC CORP   2025-06-30 2025-09-25
11. BROADCOM INC   2022-02-01 2025-09-25
3. CADENCE DESIGN SYSTEMS INC   2024-12-27 2025-09-25
1. CADENCE DESIGN SYSTEMS INC   2025-06-11 2025-09-25
2. CONSTELLATION ENERGY - W/I   2025-01-30 2025-09-25
1. CONSTELLATION ENERGY - W/I   2025-06-04 2025-09-25
1. COSTCO WHOLESALE CORP   2009-03-13 2025-09-25
2. CROWDSTRIKE HOLDINGS INC - A   2025-08-29 2025-09-25
1. CROWDSTRIKE HOLDINGS INC - A   2020-04-20 2025-09-25
3. DATADOG INC - CLASS A   2024-04-11 2025-09-25
1. DEXCOM INC   2025-01-21 2025-09-25
4. DEXCOM INC   2024-07-31 2025-09-25
3. DISNEY WALT CO   2024-11-18 2025-09-25
8. DISNEY WALT CO   2025-06-04 2025-09-25
21657.64 DOUBLELINE TOTAL RETURN BOND   2023-06-20 2025-09-25
9. EDWARDS LIFESCIENCES CORP   2025-06-25 2025-09-25
1. META PLATFORMS INC   2025-06-24 2025-09-25
5. META PLATFORMS INC   2023-02-03 2025-09-25
11909.25 SEAFARER OVERSEAS GROWTH &   2019-06-20 2025-09-25
4. GE AEROSPACE   2025-04-22 2025-09-25
1. GE AEROSPACE   2024-05-24 2025-09-25
1. GOLDMAN SACHS GROUP INC   2021-01-12 2025-09-25
153.683 HARBOR MID CAP VALUE   2025-03-20 2025-09-25
1. HILTON WORLDWIDE HLDGS - W/I   2025-01-16 2025-09-25
2. HILTON WORLDWIDE HLDGS - W/I   2025-06-04 2025-09-25
1. HUBSPOT INC   2025-05-15 2025-09-25
29. INDUSTRIA DE DISENO TEXTIL IND   2024-10-24 2025-09-25
1. INTUITIVE SURGICAL INC   2025-04-10 2025-09-25
1. INTUITIVE SURGICAL INC   2022-12-14 2025-09-25
4908.559 WCM FOCUSED INTL GROWTH-INS   2019-06-20 2025-09-25
87. ISHARES CORE S&P 500   2025-03-20 2025-09-25
66. ISHARES CORE S&P 500   2023-06-23 2025-09-25
5675. ISHARES MSCI INTL QUALITY   2023-06-23 2025-09-25
1. KKR & CO INC   2025-01-28 2025-09-25
1. LPL FINANCIAL HOLDINGS INC   2025-02-21 2025-09-25
1. ELI LILLY & CO   2025-06-10 2025-09-25
2. ELI LILLY & CO   2021-05-26 2025-09-25
4360.033 MFS EMERGING MKTS DEBT FD-R6   2025-03-20 2025-09-25
4899.622 MFS EMERGING MKTS DEBT FD-R6   2018-05-18 2025-09-25
2. MASTERCARD INC CL A   2025-01-28 2025-09-25
2. MASTERCARD INC CL A   2009-03-02 2025-09-25
1. MICROSOFT CORP   2025-06-04 2025-09-25
8. MICROSOFT CORP   2015-10-26 2025-09-25
3. NETFLIX INC   2022-09-07 2025-09-25
8. NIKE INC   2025-02-18 2025-09-25
3. NVIDIA CORP   2025-06-17 2025-09-25
39. NVIDIA CORP   2016-01-28 2025-09-25
7. O REILLY AUTOMOTIVE INC   2022-04-05 2025-09-25
17950.833 PGIM HIGH YIELD FUND   2025-03-20 2025-09-25
12055.332 PGIM HIGH YIELD FUND   2019-06-20 2025-09-25
1. SERVICE NOW INC   2025-07-25 2025-09-25
1. SERVICE NOW INC   2023-04-27 2025-09-25
3. SNOWFLAKE INC-CLASS A   2020-12-30 2025-09-25
4. TAIWAN SEMICONDUCTOR MTG CO   2025-01-10 2025-09-25
6. TESLA INC   2025-07-30 2025-09-25
1. TEXAS INSTRUMENTS INC   2025-02-26 2025-09-25
1. TEXAS INSTRUMENTS INC   2025-05-12 2025-09-25
8. TOAST INC-CLASS A   2025-07-29 2025-09-25
8. UBER TECHNOLOGIES INC   2019-11-19 2025-09-25
1008.742 LYRICAL US VALUE EQUITY-INST   2022-11-03 2025-09-25
2. VERTEX PHARMACEUTICALS INC   2023-12-13 2025-09-25
1. VISA INC   2025-08-21 2025-09-25
3. VISA INC   2011-12-16 2025-09-25
11. WALMART INC   2024-10-31 2025-09-25
25980.408 ALLSPRING CORE BOND FUND   2023-06-20 2025-09-25
2840. WISDOMTREE U.S. QUALITY DIVI   2023-10-31 2025-09-25
2. SPOTIFY TECHNOLOGY SA   2025-01-08 2025-09-25
1. BROADCOM INC   2022-05-23 2025-10-01
4. DISNEY WALT CO   2025-06-04 2025-10-02
2. HUBSPOT INC   2025-05-15 2025-10-02
2. LPL FINANCIAL HOLDINGS INC   2025-07-17 2025-10-03
2. HILTON WORLDWIDE HLDGS - W/I   2025-01-16 2025-10-06
3. BOEING CO   2024-07-01 2025-10-10
4. UBER TECHNOLOGIES INC   2019-11-19 2025-10-10
1. MASTERCARD INC CL A   2009-03-02 2025-10-21
1. META PLATFORMS INC   2012-11-01 2025-10-30
1. META PLATFORMS INC   2012-11-01 2025-10-31
1. META PLATFORMS INC   2012-11-01 2025-11-17
2. NVIDIA CORP   2025-10-30 2025-12-01
8. NVIDIA CORP   2016-01-28 2025-12-01
3. NETFLIX INC   2022-07-21 2025-12-05
6. NETFLIX INC   2022-07-21 2025-12-08
1. COSTCO WHOLESALE CORP   2009-03-13 2025-12-15
1. SERVICE NOW INC   2025-11-03 2025-12-15
4. NIKE INC   2025-02-18 2025-12-19
7. UBER TECHNOLOGIES INC   2019-11-19 2025-12-19
16. DEXCOM INC   2024-07-31 2025-12-23
5. NIKE INC   2025-02-18 2025-12-23
14. NIKE INC   2025-06-30 2025-12-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 851   108 743
b 690   440 250
c 688   632 56
d 1,279   161 1,118
e 559   280 279
829   420 409
1,486   1,264 222
1,366   809 557
604   176 428
416   411 5
561   468 93
452   523 -71
913   733 180
373   393 -20
1,304   1,248 56
1,213   874 339
444   54 390
366   170 196
485   2 483
608   504 104
1,063   932 131
211   59 152
338   345 -7
502   341 161
836   749 87
353   24 329
451   534 -83
226   8 218
681   805 -124
271   213 58
32,960   32,249 711
78,638   81,316 -2,678
8,580   8,590 -10
81,199   59,932 21,267
173,810   133,762 40,048
102,603   105,181 -2,578
132,738   70,348 62,390
28,845   29,101 -256
128,965   98,949 30,016
53,860   53,957 -97
209   296 -87
314   432 -118
594   234 360
509   307 202
237   350 -113
285   433 -148
456   16 440
545   872 -327
121   261 -140
492   718 -226
441   568 -127
83   115 -32
250   345 -95
406   498 -92
469   723 -254
863   424 439
336   117 219
496   307 189
373   387 -14
373   343 30
164   137 27
245   94 151
426   439 -13
466   518 -52
534   3 531
359   125 234
2,575   2,056 519
5,150   1,979 3,171
1,189   1,238 -49
1,351   1,221 130
483   371 112
337   386 -49
506   590 -84
543   681 -138
272   10 262
1,155   161 994
1,281   473 808
500   422 78
1,036   40 996
358   375 -17
503   320 183
286   271 15
1,511   958 553
724   617 107
467   312 155
467   70 397
883   879 4
503   484 19
126   57 69
522   432 90
769   806 -37
599   582 17
1,261   1,292 -31
268   492 -224
268   385 -117
1,493   1,243 250
291   94 197
615   532 83
308   59 249
962   1,206 -244
87   117 -30
500   559 -59
133,499   86,993 46,506
925   993 -68
227   368 -141
499   677 -178
546   332 214
600   676 -76
531   518 13
212   92 120
789   933 -144
773   850 -77
386   421 -35
680   760 -80
1,123   453 670
315   370 -55
638   651 -13
1,718   1,352 366
1,964   1,718 246
872   831 41
4,140   41 4,099
106,046   97,430 8,616
362   367 -5
1,522   1,242 280
2,283   10 2,273
634   498 136
712   581 131
38,712   38,210 502
350,443   354,640 -4,197
1,280   1,316 -36
292   321 -29
3,681   603 3,078
1,054   906 148
351   309 42
656   615 41
328   305 23
939   41 898
941   855 86
471   70 401
406   382 24
68   86 -18
270   282 -12
338   345 -7
902   944 -42
193,403   192,320 1,083
674   711 -37
749   710 39
3,745   1,072 2,673
168,754   134,381 34,373
1,186   978 208
297   168 129
789   302 487
4,360   3,887 473
261   246 15
521   502 19
507   654 -147
374   432 -58
436   499 -63
436   283 153
134,200   85,753 48,447
57,564   49,634 7,930
43,670   28,743 14,927
245,986   197,167 48,819
136   165 -29
335   380 -45
715   799 -84
1,430   403 1,027
54,544   52,800 1,744
61,294   55,118 6,176
1,132   1,100 32
1,132   31 1,101
507   465 42
4,053   430 3,623
3,616   1,077 2,539
553   609 -56
528   434 94
6,869   27 6,842
729   321 408
87,600   86,164 1,436
58,830   61,333 -2,503
916   973 -57
916   443 473
664   866 -202
1,101   848 253
2,537   2,115 422
181   199 -18
181   187 -6
293   386 -93
777   242 535
30,000   18,490 11,510
756   780 -24
335   344 -9
1,006   73 933
1,137   937 200
290,981   288,642 2,339
251,045   176,904 74,141
1,422   953 469
333   53 280
448   456 -8
882   1,307 -425
629   760 -131
520   492 28
636   562 74
377   108 269
573   15 558
675   21 654
652   21 631
604   21 583
360   406 -46
1,439   6 1,433
299   65 234
574   130 444
865   41 824
772   906 -134
234   304 -70
548   189 359
1,068   1,122 -54
285   381 -96
799   1,024 -225
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
      53,570
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       743
b       250
c       56
d       1,118
e       279
      409
      222
      557
      428
      5
      93
      -71
      180
      -20
      56
      339
      390
      196
      483
      104
      131
      152
      -7
      161
      87
      329
      -83
      218
      -124
      58
      711
      -2,678
      -10
      21,267
      40,048
      -2,578
      62,390
      -256
      30,016
      -97
      -87
      -118
      360
      202
      -113
      -148
      440
      -327
      -140
      -226
      -127
      -32
      -95
      -92
      -254
      439
      219
      189
      -14
      30
      27
      151
      -13
      -52
      531
      234
      519
      3,171
      -49
      130
      112
      -49
      -84
      -138
      262
      994
      808
      78
      996
      -17
      183
      15
      553
      107
      155
      397
      4
      19
      69
      90
      -37
      17
      -31
      -224
      -117
      250
      197
      83
      249
      -244
      -30
      -59
      46,506
      -68
      -141
      -178
      214
      -76
      13
      120
      -144
      -77
      -35
      -80
      670
      -55
      -13
      366
      246
      41
      4,099
      8,616
      -5
      280
      2,273
      136
      131
      502
      -4,197
      -36
      -29
      3,078
      148
      42
      41
      23
      898
      86
      401
      24
      -18
      -12
      -7
      -42
      1,083
      -37
      39
      2,673
      34,373
      208
      129
      487
      473
      15
      19
      -147
      -58
      -63
      153
      48,447
      7,930
      14,927
      48,819
      -29
      -45
      -84
      1,027
      1,744
      6,176
      32
      1,101
      42
      3,623
      2,539
      -56
      94
      6,842
      408
      1,436
      -2,503
      -57
      473
      -202
      253
      422
      -18
      -6
      -93
      535
      11,510
      -24
      -9
      933
      200
      2,339
      74,141
      469
      280
      -8
      -425
      -131
      28
      74
      269
      558
      654
      631
      583
      -46
      1,433
      234
      444
      824
      -134
      -70
      359
      -54
      -96
      -225
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 560,091
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 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 9,356
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 9,356
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 9,356
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,085
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,085
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....... 9 6,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 209-4802

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		63,452    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,595,843
b
Average of monthly cash balances.......................
1b
124,051
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,719,894
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,719,894
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
100,798
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,619,096
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
330,955
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
330,955
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,356
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,356
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
321,599
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
321,599
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
321,599
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, line 26, column (d) ..........
1a
311,007
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
311,007
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 321,599
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 298,317
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 311,007
a Applied to 2024, but not more than line 2a 298,317
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 2025 distributable amount..... 12,690
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		308,909
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE SALVATION ARMY

PO BOX 60
TRENTON,NJ086010060 		NONE   GENERAL SUPPORT 74,579

UNIVERSITY OF PITTSBURGH

2409 CATHEDERAL DR
PITTSBURGH,PA152606302 		NONE   GENERAL SUPPORT 223,738
Total ................................. 3a 298,317
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 167,906  
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 ............ 		    18 560,091  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   727,997  
13Total. Add line 12, columns (b), (d), and (e)..................
13
727,997
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpStockSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Name of Stock End of Year Book Value End of Year Fair Market Value
252131107 DEXCOM INC    
437076102 HOME DEPOT INC    
594918104 MICROSOFT CORP 1,344 12,091
833445109 SNOWFLAKE INC-CLASS 2,637 3,290
872540109 TJX COMPANIES INC NE    
00724F101 ADOBE INC    
02079K107 ALPHABET INC/CA-CL C 1,089 14,121
22160K105 COSTCO WHOLESALE COR 124 2,587
22788C105 CROWDSTRIKE HOLDINGS 351 2,813
30303M102 META PLATFORMS INC 254 7,921
46120E602 INTUITIVE SURGICAL I 984 2,265
57636Q104 MASTERCARD INC CL A 123 4,567
64110L106 NETFLIX INC 1,109 4,782
67066G104 NVIDIA CORP 76 20,142
79466L302 SALESFORCE INC    
88160R101 TESLA INC 444 7,645
88339J105 TRADE DESK INC/THE -    
90353T100 UBER TECHNOLOGIES IN 270 817
92532F100 VERTEX PHARMACEUTICA 1,416 2,267
92826C839 VISA INC 243 3,507
009066101 AIRBNB INC-CLASS A    
023135106 AMAZON COM INC 370 15,234
037833100 APPLE INC 49 11,690
38141G104 GOLDMAN SACHS GROUP 604 1,758
532457108 ELI LILLY & CO 2,924 8,597
571903202 MARRIOTT INTERNATION    
11135F101 BROADCOM INC 1,621 11,075
58733R102 MERCADOLIBRE INC    
670100205 NOVO NORDISK A S ADR    
67103H107 O REILLY AUTOMOTIVE 964 1,915
007903107 ADVANCED MICRO DEVIC 2,836 3,212
046353108 ASTRAZENECA PLC SPON    
097023105 BOEING CO 3,048 3,691
127387108 CADENCE DESIGN SYSTE 2,136 3,438
615369105 MOODY'S CORP    
697435105 PALO ALTO NETWORKS I    
81762P102 SERVICE NOW INC 1,328 2,298
00687A107 ADIDAS AG SPONSORED 1,196 989
032654105 ANALOG DEVICES INC    
03831W108 APPLOVIN CORP-CLASS 1,861 3,369
23804L103 DATADOG INC - CLASS 1,561 1,632
254687106 DISNEY WALT CO 2,777 3,072
28176E108 EDWARDS LIFESCIENCES 1,817 2,131
369604301 GE AEROSPACE 1,969 3,696
43300A203 HILTON WORLDWIDE HLD 1,485 2,011
455793109 INDUSTRIA DE DISENO 1,149 1,337
743315103 PROGRESSIVE CORP OHI    
92537N108 VERTIV HOLDINGS LLC    
931142103 WALMART INC 2,408 3,565
G29183103 EATON CORP PLC SEDOL    
G3643J108 FLUTTER ENTERTAINMEN    
L8681T102 SPOTIFY TECHNOLOGY S 2,527 2,904
032095101 AMPHENOL CORP NEW 2,271 2,297
05464C101 AXON ENTERPRISE INC 1,717 1,704
101137107 BOSTON SCIENTIFIC CO 1,533 1,430
21037T109 CONSTELLATION ENERGY 2,780 3,533
48251W104 KKR & CO INC 989 765
58933Y105 MERCK & CO INC 629 632
68389X105 ORACLE CORP 3,905 2,534
82509L107 SHOPIFY INC - A W/I 3,047 3,863
874039100 TAIWAN SEMICONDUCTOR 2,135 3,343
882508104 TEXAS INSTRUMENTS IN 1,381 1,388
888787108 TOAST INC-CLASS A 988 781

TY 2025 InvestmentsOtherSchedule2
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
317609295 SEAFARER OVERSEAS GR      
461418444 WCM FOCUSED INTL GRO AT COST 98,270 139,952
464287200 ISHARES CORE S&P 500 AT COST 1,205,819 2,253,453
552746364 MFS EMERGING MKTS DE      
74440Y884 PGIM HIGH YIELD FUND      
97717X669 WISDOMTREE U.S. QUAL      
413838566 OAKMARK INTL SM CAP-      
00770X675 PZENA EMERG MKTS VAL AT COST 122,852 175,080
256210105 DODGE & COX INCOME F AT COST 563,071 587,466
543069405 LONGLEAF PARTNERS FD      
56167N712 NUANCE MID CAP VALUE      
56170L703 SPYGLASS GROWTH FUND      
89154M702 TOUCHSTONE SANDS EM AT COST 138,613 171,124
89155T490 TOUCHSTONE MID CAP-R      
90386H404 LYRICAL US VALUE EQU AT COST 123,044 193,729
25434V807 DIMENSIONAL INTERNAT AT COST 263,303 339,619
258620566 DOUBLELINE TOTAL RET      
46429B267 ISHARES U S TREASURY AT COST 381,424 380,949
46429B697 ISHARES MSCI USA MIN      
46434V456 ISHARES MSCI INTL QU      
94987W794 ALLSPRING CORE BOND      
00171A852 AMG RR SM CAP VAL-I AT COST 80,911 78,723
04314H576 ARTISAN INTL SM/MID-      
09252M883 BLACKROCK TOTAL RETU      
589619824 MERIDIAN SMALL CAP G AT COST 81,354 81,386
025072349 AVANTIS US LARGE CAP AT COST 111,302 127,672
02631W607 AMER FND MULTI-SEC I AT COST 312,635 311,650
057071813 BAIRD MIDCAP INST AT COST 100,835 88,678
092528603 ISHARES FLEXIBLE INC AT COST 208,158 206,436
37954Y632 GLOBAL X ART INTEL & AT COST 344,401 358,766
411512460 HARBOR MID CAP VALUE AT COST 92,053 99,988
46138E800 INVESCO CHINA TECHNO AT COST 175,612 156,676
46435G326 ISHARES CORE MSCI DE AT COST 257,641 288,268
52107V229 LAZARD INTL QLTY GRW AT COST 156,320 150,081
74440B884 PRUDENTIAL TOTAL RET AT COST 486,325 487,125

TY 2025 OtherDecreasesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Amount
ROUNDING 8


TY 2025 OtherExpensesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLASS ACTION FILING FEES 25 25   0
INVESTMENT EXPENSES-DIVIDEND I 8 8   0


TY 2025 OtherIncreasesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Description Amount
MUTUAL FUND TIMING ADJ 811


TY 2025 OtherProfessionalFeesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 684 684    


TY 2025 TaxesSchedule
Name:
ANNE G CARSON CHARITABLE TRUST
EIN:
25-6435748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,037 2,037   0
FEDERAL ESTIMATES - PRINCIPAL 2,291 0   0
FOREIGN TAXES ON NONQUALIFIED 1,033 1,033   0