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
BINGHAM ADELBERT M
 
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

24-6021518
B Telephone number (see instructions)

4124428772
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)$2,353,506J 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... 52,350 52,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 209,299
b Gross sales price for all assets on line 6a 811,991
7 Capital gain net income (from Part IV, line 2)... 209,299
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
258    
12 Total. Add lines 1 through 11........ 261,907 261,363  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,653 11,723   2,931
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,172 443   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
1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,826 12,167 0 2,931
25 Contributions, gifts, grants paid....... 100,661 100,661
26 Total expenses and disbursements. Add lines 24 and 25 ................ 116,487 12,167 0 103,592
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 145,420
b Net investment income (if negative, enter -0-) 249,196
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......... 47,322 45,050 45,050
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)....... 178,083 Click to see attachment
List of Attached Documents:
// Content
194,685 		376,211
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).......... 1,444,764 Click to see attachment
List of Attached Documents:
// Content
1,575,952 		1,932,245
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) 1,670,169 1,815,687 2,353,506
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........ 1,670,169 1,815,687
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,670,169 1,815,687
30 Total liabilities and net assets/fund balances (see instructions). 1,670,169 1,815,687
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,670,169
2
Enter amount from Part I, line 27a .....................
2
145,420
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
221
4
Add lines 1, 2, and 3 ..........................
4
1,815,810
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
123
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,815,687
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. AMERIPRISE FINANCIAL INC   2019-06-10 2025-01-17
b 6. BROADCOM INC   2020-06-17 2025-01-17
c 1. META PLATFORMS INC   2023-03-15 2025-01-17
d 2. MOTOROLA SOLUTIONS INC   2018-03-12 2025-01-17
e 2. CINTAS CORP   2023-06-30 2025-02-14
1. QUANTA SVCS INC   2020-06-11 2025-02-14
5. MCDONALD'S CORP   2022-11-22 2025-03-25
10. PEPSICO INC   2023-09-06 2025-03-25
5. UNITEDHEALTH GROUP INC   2016-10-27 2025-05-16
6. UNITEDHEALTH GROUP INC   2016-11-28 2025-05-19
955.884 T ROWE PR MID CAP GROW-I   2010-05-07 2025-05-29
1. CME GROUP INC   2023-10-18 2025-06-10
1. ELI LILLY & CO   2018-07-09 2025-06-10
1. TRANE TECHNOLOGIES PLC   2024-10-23 2025-06-10
3. ABBVIE INC   2020-02-13 2025-07-01
2. AMERIPRISE FINANCIAL INC   2019-06-10 2025-07-01
3. JPMORGAN CHASE & CO   2009-01-13 2025-07-01
6. MORGAN STANLEY   2020-12-22 2025-07-01
3. ROYAL CARIBBEAN CRUISES LTD   2024-06-26 2025-07-01
3. HONEYWELL INTL INC   2023-10-18 2025-07-02
11. ILLINOIS TOOL WORKS INC   2023-11-30 2025-07-02
3. QUANTA SVCS INC   2020-06-11 2025-07-02
4. THERMO FISHER SCIENTIFIC INC   2020-08-06 2025-07-02
4. BROADCOM INC   2019-02-08 2025-07-10
8. ILLINOIS TOOL WORKS INC   2023-11-28 2025-07-10
3. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-07-10
1. QUANTA SVCS INC   2020-09-03 2025-07-10
1. META PLATFORMS INC   2025-07-01 2025-07-14
1. JOHNSON & JOHNSON   2022-06-30 2025-07-14
2. NEXTERA ENERGY INC   2022-06-06 2025-07-14
2. SERVICE CORP INTERNATIONAL   2022-06-28 2025-07-14
1. SIMON PROPERTY GROUP INC   2024-10-23 2025-07-14
1. STRYKER CORP   2023-09-19 2025-07-14
3. BROADCOM INC   2020-06-17 2025-07-15
5. MICRON TECHNOLOGY INC   2021-02-05 2025-07-15
2. ROYAL CARIBBEAN CRUISES LTD   2024-06-26 2025-07-15
1. HOME DEPOT INC   2021-08-26 2025-07-29
1. MASTERCARD INC CL A   2021-11-22 2025-07-29
3. BROADCOM INC   2020-06-17 2025-09-15
5. ACCENTURE PLC CLASS A   2019-05-10 2025-09-19
11. EASTMAN CHEM CO   2024-09-23 2025-10-01
18. EASTMAN CHEM CO   2024-11-08 2025-10-02
18. AMERICAN WATER WORKS CO INC   2014-06-23 2025-10-17
.75 SOLSTICE ADV MATERIALS INC   2023-10-18 2025-11-07
.25 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
4. LAM RESEARCH CORP   2020-03-05 2025-11-13
2. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
5. LAM RESEARCH CORP   2021-02-23 2025-11-17
5. MICRON TECHNOLOGY INC   2021-02-05 2025-11-17
2. SOLSTICE ADV MATERIALS INC   2023-10-18 2025-11-17
17809.048 BLACKROCK CORE BOND PORTFOLIO   2007-06-28 2025-12-05
1519.757 FEDERATED STRAT VAL DVD-R6   2011-03-09 2025-12-05
2516.476 SEAFARER OVERSEAS GROWTH &   2023-08-09 2025-12-05
977. ISHARES CORE S&P MID-CAP ETF   2025-05-29 2025-12-05
123. ISHARES CORE S&P SMALL CAP ETF   2020-12-23 2025-12-05
87. ISHARES S&P SMALL CAP   2023-03-07 2025-12-05
278. ISHARES S&P SMALL CAP   2014-12-31 2025-12-05
549. ISHARES MSCI USA QUALITY FACTOR   2023-03-07 2025-12-05
2842. ISHARES MSCI INTL QUALITY   2023-08-08 2025-12-05
657.277 MFS VALUE FUND-R6   2023-08-16 2025-12-05
751. WISDOMTREE U.S. QUALITY DIVI   2020-12-23 2025-12-05
2. BROADCOM INC   2020-06-17 2025-12-09
55. COMCAST CORPORATION CL A   2009-09-04 2025-12-09
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,096   304 792
b 1,414   188 1,226
c 615   193 422
d 933   218 715
e 411   248 163
285   38 247
1,533   1,373 160
1,458   1,746 -288
1,391   980 411
1,825   909 916
92,749   50,207 42,542
266   217 49
797   88 709
422   393 29
556   289 267
1,066   304 762
872   76 796
846   403 443
936   478 458
714   565 149
2,799   2,716 83
1,104   113 991
1,700   1,657 43
1,098   109 989
2,106   1,983 123
534   300 234
378   52 326
721   734 -13
156   176 -20
150   162 -12
160   139 21
162   174 -12
392   293 99
841   94 747
602   406 196
676   319 357
379   322 57
567   327 240
1,080   94 986
1,194   866 328
681   1,214 -533
1,125   1,848 -723
2,583   979 1,604
35   33 2
12   11 1
615   121 494
93   88 5
744   272 472
1,241   406 835
86   87 -1
149,418   151,356 -1,938
10,000   7,174 2,826
37,571   30,852 6,719
65,244   58,908 6,336
15,033   12,188 2,845
10,000   8,609 1,391
40,045   19,442 20,603
109,818   65,529 44,289
128,416   100,935 27,481
35,000   31,477 3,523
67,710   40,068 27,642
797   63 734
1,466   779 687
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
      7,274
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       792
b       1,226
c       422
d       715
e       163
      247
      160
      -288
      411
      916
      42,542
      49
      709
      29
      267
      762
      796
      443
      458
      149
      83
      991
      43
      989
      123
      234
      326
      -13
      -20
      -12
      21
      -12
      99
      747
      196
      357
      57
      240
      986
      328
      -533
      -723
      1,604
      2
      1
      494
      5
      472
      835
      -1
      -1,938
      2,826
      6,719
      6,336
      2,845
      1,391
      20,603
      44,289
      27,481
      3,523
      27,642
      734
      687
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 209,299
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 3,464
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,464
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,464
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,459
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 1,459
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 2,005
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 address  
14
The books are in care ofPNC BANK NA Telephone no. (412) 442-8772

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 		14,653    
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
2,219,244
b
Average of monthly cash balances.......................
1b
27,795
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,247,039
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,247,039
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,706
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,213,333
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
110,667
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
110,667
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,464
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,464
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
107,203
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
107,203
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
107,203
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
103,592
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
103,592
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 7 107,203
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 100,661
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: $ 103,592
a Applied to 2024, but not more than line 2a 100,661
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..... 2,931
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 .......... 		104,272
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

DUNMORE UNITED METHODIST CHURCH

222 SOUTH BLAKELY STREET
DUNMORE,PA18512 		NONE   GENERAL SUPPORT 300

FRIENDSHIP HOUSE

1509 MAPLE STREET
SCRANTON,PA18505 		NONE   GENERAL SUPPORT 500

ST JOSEPH'S CENTER FOUNDATION

2010 ADAMS AVENUE
SCRANTON,PA18509 		NONE   GENERAL SUPPORT 500

CHILDRENS HOME OF WYOMING CONFERENCE

1182 CHENANGO ST
BINGHAMTON,NY139011653 		NONE   GENERAL SUPPORT 600

JOHNSON COLLEGE

3427 NORTH MAIN STREET
SCRANTON,PA18508 		NONE   GENERAL SUPPORT 97,261

VISITING NURSE ASSOCIATION AND HOME HEAL

301 DELAWARE AVE
OLYPHANT,PA184471531 		NONE   GENERAL SUPPORT 500

YMCA OF GREATER SCRANTON

706 N BLAKELY ST
DUNMORE,PA185121937 		NONE   GENERAL SUPPORT 1,000
Total ................................. 3a 100,661
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 52,350  
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 ............ 		    18 209,299  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 258  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   261,907  
13Total. Add line 12, columns (b), (d), and (e)..................
13
261,907
(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:
BINGHAM ADELBERT M
EIN:
24-6021518
Name of Stock End of Year Book Value End of Year Fair Market Value
166764100 CHEVRON CORPORATION 4,557 4,420
172908105 CINTAS CORP 2,330 4,702
437076102 HOME DEPOT INC 529 2,065
443510607 HUBBELL INC 3,931 4,885
478160104 JOHNSON & JOHNSON 5,118 6,209
532457108 ELI LILLY & CO 621 7,523
571748102 MARSH & MCLENNAN 1,054 2,041
594918104 MICROSOFT CORP 1,332 16,443
617446448 MORGAN STANLEY 2,099 6,924
620076307 MOTOROLA SOLUTIONS I 1,148 3,450
713448108 PEPSICO INC    
742718109 PROCTER & GAMBLE CO 2,854 4,586
863667101 STRYKER CORP 2,625 3,515
874039100 TAIWAN SEMICONDUCTOR 718 2,127
879360105 TELEDYNE TECHNOLOGIE 1,198 1,532
883556102 THERMO FISHER SCIENT    
74762E102 QUANTA SVCS INC 597 5,909
00287Y109 ABBVIE INC 1,692 4,570
02079K305 ALPHABET INC/CA-CL A 6,161 24,101
03076C106 AMERIPRISE FINANCIAL 668 2,452
11135F101 BROADCOM INC 944 11,421
12514G108 CDW CORP/DE 318 1,362
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 659 2,587
30303M102 META PLATFORMS INC 3,847 9,901
46187W107 INVITATION HOMES INC 1,613 1,723
46625H100 JPMORGAN CHASE & CO 1,045 13,533
58933Y105 MERCK & CO INC 3,977 5,789
65339F101 NEXTERA ENERGY INC 2,488 2,730
78409V104 S&P GLOBAL INC 1,281 4,703
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 1,783 4,910
92939U106 WEC ENERGY GROUP INC 764 2,953
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 4,995 5,763
023135106 AMAZON COM INC 8,504 14,080
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 134 11,962
053332102 AUTOZONE INC 1,549 6,783
060505104 BANK OF AMERICA CORP 3,619 8,635
09260D107 BLACKSTONE INC 3,209 3,545
30231G102 EXXON MOBIL CORP 3,449 8,183
57636Q104 MASTERCARD INC CL A 1,635 2,854
595112103 MICRON TECHNOLOGY IN 1,418 5,708
718172109 PHILIP MORRIS INTERN 3,847 6,416
191216100 COCA COLA CO 2,680 3,006
35137L105 FOX CORP - CLASS A - 1,949 4,092
427866108 THE HERSHEY COMPANY 2,600 2,366
580135101 MCDONALD'S CORP 2,647 3,362
817565104 SERVICE CORP INTERNA 1,247 1,403
H1467J104 CHUBB LTD 3,667 5,930
101137107 BOSTON SCIENTIFIC CO 1,080 1,907
12572Q105 CME GROUP INC 1,520 1,912
127387108 CADENCE DESIGN SYSTE 1,777 2,188
438516106 HONEYWELL INTL INC 3,498 3,902
452308109 ILLINOIS TOOL WORKS    
693718108 PACCAR INC 2,363 3,285
74340W103 PROLOGIS INC 2,661 2,809
81762P102 SERVICE NOW INC 2,057 2,298
872540109 TJX COMPANIES INC NE 2,678 5,069
049560105 ATMOS ENERGY CORP 3,716 4,191
09290D101 BLACKROCK FUNDING IN 2,992 5,352
147528103 CASEYS GENERAL STORE 3,182 5,527
254687106 DISNEY WALT CO 5,004 4,892
277432100 EASTMAN CHEM CO    
29261A100 ENCOMPASS HEALTH COR 1,690 2,123
512807306 LAM RESEARCH CORP 1,300 5,307
571903202 MARRIOTT INTERNATION 1,213 1,551
67066G104 NVIDIA CORP 11,008 14,920
754730109 RAYMOND JAMES FINANC 3,385 3,694
780259305 SHELL PLC-W/I-ADR 1,744 1,764
824348106 SHERWIN-WILLIAMS CO 3,316 2,916
828806109 SIMON PROPERTY GROUP 1,917 2,036
893641100 TRANSDIGM GROUP INC 3,890 3,990
G29183103 EATON CORP PLC 2,668 2,867
G54950103 NEW LINDE PLC 4,188 3,838
G8994E103 TRANE TECHNOLOGIES P 1,967 1,946
V7780T103 ROYAL CARIBBEAN CRUI 2,527 3,626
144285103 CARPENTER TECHNOLOGY 2,586 3,148
36828A101 GE VERNOVA LLC 1,596 1,961
58155Q103 MCKESSON CORPORATION 3,603 4,101
747525103 QUALCOMM 2,865 3,079
75513E101 RTX CORPORATION 1,892 2,384
949746101 WELLS FARGO & COMPAN 3,702 4,474

TY 2025 InvestmentsOtherSchedule2
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 260,000 253,044
464287200 ISHARES CORE S&P 500 AT COST 20,449 61,645
464287242 ISHARES IBOXX $ INVE AT COST 79,824 79,667
464287507 ISHARES CORE S&P MID AT COST 87,972 115,764
464287804 ISHARES CORE S&P SMA AT COST 33,053 43,385
464287887 ISHARES S&P SMALL CA AT COST 19,253 44,748
922908744 VANGUARD VALUE AT COST 132,299 229,570
46090E103 INVESCO QQQ TRUST AT COST 29,751 58,974
09260B309 BLACKROCK CORE BOND      
97717X669 WISDOMTREE U.S. QUAL      
04314H402 ARTISAN INTERNATIONA AT COST 13,708 21,692
31421N881 FEDERATED STRAT VAL AT COST 16,755 24,136
779556406 T ROWE PR MID CAP GR      
09260B382 BLACKROCK STRATEGIC AT COST 71,300 73,350
317609295 SEAFARER OVERSEAS GR      
464287309 ISHARE S&P 500 GROWT AT COST 247,290 359,549
464287879 ISHARES S&P SMALL CA AT COST 19,098 21,948
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU      
55273H353 MFS VALUE FUND-R6 AT COST 39,006 40,651
808524862 SCHWAB SHORT TERM US AT COST 93,467 94,093
37954Y632 GLOBAL X ART INTEL & AT COST 126,442 124,760
46138E800 INVESCO CHINA TECHNO AT COST 30,422 29,848
46432F842 ISHARES CORE MSCI EA AT COST 200,279 200,301
46434G103 ISHARES CORE MSCI EM AT COST 55,584 55,120

TY 2025 OtherDecreasesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 123


TY 2025 OtherExpensesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncomeSchedule2
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 258 0  


TY 2025 OtherIncreasesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Description Amount
MUTUAL FUND TIMING ADJ 212
ROUNDING 9


TY 2025 TaxesSchedule
Name:
BINGHAM ADELBERT M
EIN:
24-6021518
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 267 267   0
FEDERAL ESTIMATES - PRINCIPAL 729 0   0
FOREIGN TAXES ON NONQUALIFIED 176 176   0