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
THE THOMAS LORD CHARITABLE TA
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

25-6028793
B Telephone number (see instructions)

4128073309
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)$2,163,015J 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... 55,805 55,224  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,458
b Gross sales price for all assets on line 6a 1,037,953
7 Capital gain net income (from Part IV, line 2)... 226,458
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........ 282,263 281,682  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,685 1,611   1,074
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
6,647 545   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,332 2,156 0 1,074
25 Contributions, gifts, grants paid....... 190,000 190,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 199,332 2,156 0 191,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,931
b Net investment income (if negative, enter -0-) 279,526
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......... 112,016 78,573 78,573
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)....... 324,344 Click to see attachment
List of Attached Documents:
// Content
308,132 		752,371
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).......... 1,066,688 Click to see attachment
List of Attached Documents:
// Content
1,198,770 		1,332,071
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) 1,503,048 1,585,475 2,163,015
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........ 1,503,048 1,585,475
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)..... 1,503,048 1,585,475
30 Total liabilities and net assets/fund balances (see instructions). 1,503,048 1,585,475
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
1,503,048
2
Enter amount from Part I, line 27a .....................
2
82,931
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4
4
Add lines 1, 2, and 3 ..........................
4
1,585,983
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
508
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,585,475
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 660.404 HARBOR CAPITAL APPRECIA-RET   2010-06-11 2025-02-10
b 198. ISHARES MSCI USA QUALITY FACTOR   2023-03-24 2025-02-10
c 1497.814 MFS VALUE FUND-R6   2010-05-18 2025-02-10
d 1871.497 TOUCHSTONE MIDCAP VALUE FUND   2022-10-17 2025-02-10
e 496.519 HARDING LOEVNER   2009-03-10 2025-03-24
776. ISHARES MSCI EAFE SMALL-CAP ETF   2018-01-16 2025-03-24
104.183 T ROWE PR NEW HORIZONS-I   2012-12-18 2025-03-24
331.05 T ROWE PR NEW HORIZONS-I   2011-01-04 2025-03-24
1374.158 VANGUARD INTERNATIONAL VALUE   2018-01-16 2025-03-24
22. MCDONALD'S CORP   2022-11-22 2025-03-25
49. PEPSICO INC   2023-09-06 2025-03-25
26. UNITEDHEALTH GROUP INC   2016-10-27 2025-05-16
20. BROADCOM INC   2019-02-08 2025-07-10
1. BROADCOM INC   2019-02-08 2025-07-10
38. ILLINOIS TOOL WORKS INC   2023-11-28 2025-07-10
14. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-07-10
9. QUANTA SVCS INC   2020-09-03 2025-07-10
22. ACCENTURE PLC CLASS A   2019-05-10 2025-09-19
51. EASTMAN CHEM CO   2024-09-23 2025-10-01
713.608 BARON SMALL CAP FUND   2025-03-24 2025-10-14
5341. ISHARES U S TREASURY BOND   2023-07-03 2025-10-14
1047.646 MADISON MID CAP FUND-R6   2025-02-10 2025-10-14
2815.574 MADISON MID CAP FUND-R6   2016-09-02 2025-10-14
17194.198 PGIM HIGH YIELD FUND   2024-12-11 2025-10-14
1910.146 T ROWE PR MID-CAP VALUE-I   2025-02-10 2025-10-14
.5 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
22. LAM RESEARCH CORP   2020-03-05 2025-11-13
10. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
99.578 AMG RR SM CAP VAL-I   2022-10-17 2025-12-04
3. ABBOTT LABORATORIES INC   2021-02-10 2025-12-04
3. ABBVIE INC   2020-02-12 2025-12-04
16. ALPHABET INC/CA-CL A   2008-02-26 2025-12-04
13. AMAZON COM INC   2023-08-25 2025-12-04
752.632 AMER FND MULTI-SEC INC-F3   2025-10-14 2025-12-04
17. APPLE INC   2006-06-26 2025-12-04
4. ATMOS ENERGY CORP   2024-01-26 2025-12-04
19. BANK OF AMERICA CORP   2023-11-28 2025-12-04
84.608 ISHARES S&P 500 INDEX FUND   2025-02-10 2025-12-04
137. ISHARES FLEXIBLE INCOME   2025-10-14 2025-12-04
4. BLACKSTONE INC   2021-11-22 2025-12-04
1. BLACKROCK FUNDING INC/DE   2020-12-23 2025-12-04
7. BOSTON SCIENTIFIC CORP   2023-09-07 2025-12-04
8. BROADCOM INC   2019-02-08 2025-12-04
2. CADENCE DESIGN SYSTEMS INC   2025-09-19 2025-12-04
1. CARPENTER TECHNOLOGY CORP   2025-10-01 2025-12-04
1. CASEYS GENERAL STORES INC   2025-03-26 2025-12-04
3. CHEVRON CORPORATION   2022-03-03 2025-12-04
4. CINTAS CORP   2019-04-29 2025-12-04
1. COSTCO WHOLESALE CORP   2018-07-27 2025-12-04
4. DISNEY WALT CO   2024-04-01 2025-12-04
1813.272 DODGE & COX INCOME FUND   2018-01-16 2025-12-04
8. EXXON MOBIL CORP   2021-02-19 2025-12-04
3. META PLATFORMS INC   2023-10-03 2025-12-04
1516.99 SEAFARER OVERSEAS GROWTH &   2025-03-24 2025-12-04
6. FOX CORP - CLASS A - W/I   2022-04-21 2025-12-04
1. GE VERNOVA LLC   2025-07-10 2025-12-04
145.962 HARDING LOEVNER INTERNATIONAL   2011-01-04 2025-12-04
2. HOME DEPOT INC   2021-08-26 2025-12-04
3. HONEYWELL INTL INC   2023-11-28 2025-12-04
1. HUBBELL INC   2024-02-29 2025-12-04
95. ISHARES RUSSELL MID-CAP   2025-10-14 2025-12-04
80. ISHARES MSCI EAFE VALUE   2025-03-24 2025-12-04
84. ISHARES MSCI INTL QUALITY   2025-03-24 2025-12-04
6. JPMORGAN CHASE & CO   2003-08-12 2025-12-04
5. LAM RESEARCH CORP   2020-03-05 2025-12-04
1. ELI LILLY & CO   2018-07-13 2025-12-04
2. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-12-04
2. MASTERCARD INC CL A   2021-11-22 2025-12-04
1. MCKESSON CORPORATION   2025-05-16 2025-12-04
6. MERCK & CO INC   2019-10-10 2025-12-04
10. MICROSOFT CORP   2018-11-02 2025-12-04
5. MORGAN STANLEY   2020-01-27 2025-12-04
27. NVIDIA CORP   2025-07-10 2025-12-04
5. PHILIP MORRIS INTERNAT-W/I   2021-06-14 2025-12-04
4. PROCTER & GAMBLE CO   2022-12-06 2025-12-04
1. QUANTA SVCS INC   2020-09-03 2025-12-04
4. RAYMOND JAMES FINANCIAL INC   2024-10-30 2025-12-04
5. RTX CORPORATION   2025-07-10 2025-12-04
1. S&P GLOBAL INC   2016-05-20 2025-12-04
1. SERVICE NOW INC   2025-09-19 2025-12-04
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-12-04
1. STRYKER CORP   2019-08-08 2025-12-04
5. TJX COMPANIES INC NEW   2023-02-09 2025-12-04
3. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-12-04
1. TELEDYNE TECHNOLOGIES INC   2025-11-13 2025-12-04
1. TRANSDIGM GROUP INC   2024-10-30 2025-12-04
5. VANGUARD SMALL CAP GROWTH   2025-10-14 2025-12-04
3. VISA INC   2013-02-08 2025-12-04
3. WEC ENERGY GROUP INC   2010-05-18 2025-12-04
1047.237 ALLSPRING CORE BOND FUND   2023-07-03 2025-12-04
41. WISDOMTREE U.S. QUALITY DIVI   2023-03-24 2025-12-04
1. NEW LINDE PLC   2024-09-23 2025-12-04
2. CHUBB LTD   2023-05-17 2025-12-04
2. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-12-04
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 79,367   20,902 58,465
b 36,419   23,774 12,645
c 75,145   30,938 44,207
d 43,737   39,000 4,737
e 18,530   11,470 7,060
50,549   52,341 -1,792
5,507   4,073 1,434
17,499   10,765 6,734
55,530   57,357 -1,827
6,745   6,039 706
7,145   8,556 -1,411
7,235   5,582 1,653
5,488   545 4,943
275   27 248
10,006   9,432 574
2,494   1,426 1,068
3,406   466 2,940
5,253   3,803 1,450
3,155   5,627 -2,472
23,906   22,550 1,356
123,938   121,933 2,005
18,187   18,250 -63
48,878   26,417 22,461
83,392   83,000 392
63,264   62,500 764
24   22 2
3,383   664 2,719
466   440 26
1,650   1,383 267
375   376 -1
683   291 392
5,077   180 4,897
2,973   1,715 1,258
7,150   7,165 -15
4,763   36 4,727
685   457 228
1,028   561 467
68,000   60,108 7,892
7,258   7,272 -14
605   558 47
1,074   705 369
680   381 299
3,043   218 2,825
674   735 -61
317   250 67
563   425 138
456   466 -10
736   217 519
894   220 674
422   485 -63
23,500   24,932 -1,432
936   419 517
1,984   909 1,075
22,649   18,750 3,899
405   236 169
633   532 101
4,500   2,205 2,295
701   645 56
577   548 29
437   380 57
9,190   9,081 109
5,678   4,802 876
3,804   3,405 399
1,892   202 1,690
783   151 632
1,012   90 922
590   487 103
1,082   654 428
809   717 92
604   481 123
4,797   1,058 3,739
872   266 606
4,929   4,384 545
741   499 242
582   594 -12
466   52 414
649   596 53
853   728 125
496   108 388
836   960 -124
335   379 -44
363   217 146
752   406 346
874   316 558
516   516  
1,355   1,260 95
1,515   1,508 7
978   497 481
319   77 242
11,750   11,541 209
3,688   2,478 1,210
404   477 -73
589   400 189
520   449 71
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
      8,979
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       58,465
b       12,645
c       44,207
d       4,737
e       7,060
      -1,792
      1,434
      6,734
      -1,827
      706
      -1,411
      1,653
      4,943
      248
      574
      1,068
      2,940
      1,450
      -2,472
      1,356
      2,005
      -63
      22,461
      392
      764
      2
      2,719
      26
      267
      -1
      392
      4,897
      1,258
      -15
      4,727
      228
      467
      7,892
      -14
      47
      369
      299
      2,825
      -61
      67
      138
      -10
      519
      674
      -63
      -1,432
      517
      1,075
      3,899
      169
      101
      2,295
      56
      29
      57
      109
      876
      399
      1,690
      632
      922
      103
      428
      92
      123
      3,739
      606
      545
      242
      -12
      414
      53
      125
      388
      -124
      -44
      146
      346
      558
       
      95
      7
      481
      242
      209
      1,210
      -73
      189
      71
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 226,458
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 3,885
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 3,885
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 3,885
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,534
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 3,534
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....... 9 351
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) 807-3309

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 		2,685    
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
2,103,395
b
Average of monthly cash balances.......................
1b
76,011
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,179,406
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
2,179,406
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,691
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,146,715
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
107,336
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
107,336
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,885
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,885
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,451
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
103,451
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
103,451
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
191,074
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
191,074
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 7 103,451
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 435,541
b From 2021...... 176,107
c From 2022...... 431,455
d From 2023...... 23,389
e From 2024...... 162,026
f Total of lines 3a through e ........ 1,228,518
4Qualifying distributions for 2025 from Part
XI, line 4: $ 191,074
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 103,451
e Remaining amount distributed out of corpus 87,623
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 1,316,141
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		435,541
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		880,600
10 Analysis of line 9:
a Excess from 2021 .... 176,107
b Excess from 2022 .... 431,455
c Excess from 2023 .... 23,389
d Excess from 2024 .... 162,026
e Excess from 2025 .... 87,623
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 e-mail address of the person to whom applications should be addressed:
PNC Charitable Trust Grant Review C
TOWER AT PNC PLAZA 300 FIFTH AVEM
PITTSBURGH,PA15222
(412) 807-3309
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTES
cAny submission deadlines:
SEE FOOTNOTES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTES
Form 990-PF (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

ALLEGHENY COLLEGE

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

MARINE CORPS SCHOLARSHIP FND

909 N WASHINGTON STREET
ALEXANDRIA,VA22314 		NONE   GENERAL SUPPORT 10,000

EMMAUS MINISTRIES

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

EXTRA MILE EDUCATION FOUNDATION

603 STANWIX STREET
PITTSBURGH,PA15222 		NONE   GENERAL SUPPORT 10,000

MOTHER TERESA ACADEMY

1 EXECUTIVE PARK DRIVE
CLIFTON PARK,NY120655694 		NONE   GENERAL SUPPORT 10,000

VATICAN OBSERVATORY FOUNDATION

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

CLEVELAND CLINIC FOUNDATION

6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH44131 		NONE   GENERAL SUPPORT 25,000
Total ................................. 3a 190,000
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 55,805  
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 ............ 		    18 226,458  
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) ..   282,263  
13Total. Add line 12, columns (b), (d), and (e)..................
13
282,263
(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:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP 2,528 8,839
437076102 HOME DEPOT INC 2,018 9,635
532457108 ELI LILLY & CO 1,699 20,419
594918104 MICROSOFT CORP 6,228 56,584
617446448 MORGAN STANLEY 3,190 10,652
620076307 MOTOROLA SOLUTIONS I 2,647 6,133
742718109 PROCTER & GAMBLE CO 3,816 6,162
863667101 STRYKER CORP 3,473 5,624
874039100 TAIWAN SEMICONDUCTOR 3,275 9,724
879360105 TELEDYNE TECHNOLOGIE 6,005 7,661
74762E102 QUANTA SVCS INC 1,087 8,863
00287Y109 ABBVIE INC 2,977 7,997
02079K305 ALPHABET INC/CA-CL A 2,050 56,966
11135F101 BROADCOM INC 2,614 33,226
22160K105 COSTCO WHOLESALE COR 2,637 10,348
30303M102 META PLATFORMS INC 7,646 30,364
46625H100 JPMORGAN CHASE & CO 2,118 20,300
58933Y105 MERCK & CO INC 5,878 7,789
78409V104 S&P GLOBAL INC 1,732 8,361
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 1,300 11,573
92939U106 WEC ENERGY GROUP INC 1,007 4,113
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 8,406 8,770
023135106 AMAZON COM INC 11,846 35,546
037833100 APPLE INC 409 53,013
053332102 AUTOZONE INC 1,557 6,783
060505104 BANK OF AMERICA CORP 6,677 12,815
09260D107 BLACKSTONE INC 6,519 7,090
30231G102 EXXON MOBIL CORP 5,178 11,914
57636Q104 MASTERCARD INC CL A 7,847 13,701
718172109 PHILIP MORRIS INTERN 6,192 9,945
166764100 CHEVRON CORPORATION 5,439 5,334
35137L105 FOX CORP - CLASS A - 2,730 5,115
580135101 MCDONALD'S CORP    
101137107 BOSTON SCIENTIFIC CO 4,693 8,295
127387108 CADENCE DESIGN SYSTE 7,029 9,690
438516106 HONEYWELL INTL INC 6,836 7,609
452308109 ILLINOIS TOOL WORKS    
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 6,856 8,425
872540109 TJX COMPANIES INC NE 4,626 8,756
H1467J104 CHUBB LTD 5,592 8,739
049560105 ATMOS ENERGY CORP 5,561 8,214
09290D101 BLACKROCK FUNDING IN 4,682 8,563
254687106 DISNEY WALT CO 5,695 5,347
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 6,460 7,550
512807306 LAM RESEARCH CORP 2,232 12,667
571903202 MARRIOTT INTERNATION 5,578 7,136
67066G104 NVIDIA CORP 48,598 66,767
754730109 RAYMOND JAMES FINANC 6,402 6,905
824348106 SHERWIN-WILLIAMS CO 6,445 5,509
893641100 TRANSDIGM GROUP INC 6,682 6,649
G54950103 NEW LINDE PLC 6,202 5,543
144285103 CARPENTER TECHNOLOGY 3,750 4,723
147528103 CASEYS GENERAL STORE 6,335 8,291
36828A101 GE VERNOVA LLC 7,448 9,150
58155Q103 MCKESSON CORPORATION 6,454 7,383
75513E101 RTX CORPORATION 8,294 10,454
V7780T103 ROYAL CARIBBEAN CRUI 6,957 8,647

TY 2025 InvestmentsOtherSchedule2
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 321,733 310,691
412295107 HARDING LOEVNER INTE AT COST 29,720 53,931
412295305 HARDING LOEVNER EMER      
464288273 ISHARES MSCI EAFE SM      
557492485 MADISON MID CAP FUND      
921939203 VANGUARD INTERNATION      
922042858 VANGUARD FTSE EMERGI AT COST 31,590 47,954
97717X669 WISDOMTREE U.S. QUAL AT COST 31,577 49,455
066922204 ISHARES S&P 500 INDE AT COST 121,425 187,311
411512528 HARBOR CAPITAL APPRE      
55273H353 MFS VALUE FUND-R6      
779562206 T ROWE PR NEW HORIZO      
00171A852 AMG RR SM CAP VAL-I AT COST 19,817 21,498
89155H389 TOUCHSTONE MIDCAP VA      
46429B267 ISHARES U S TREASURY      
46432F339 ISHARES MSCI USA QUA      
94987W794 ALLSPRING CORE BOND AT COST 153,459 155,891
74440Y884 PGIM HIGH YIELD FUND      
02631W607 AMER FND MULTI-SEC I AT COST 96,835 96,530
092528603 ISHARES FLEXIBLE INC AT COST 97,030 96,464
37954Y632 GLOBAL X ART INTEL & AT COST 49,808 49,995
464287499 ISHARES RUSSELL MID- AT COST 123,027 123,899
464288877 ISHARES MSCI EAFE VA AT COST 51,917 61,770
46434V456 ISHARES MSCI INTL QU AT COST 47,912 53,722
922908595 VANGUARD SMALL CAP G AT COST 22,920 22,960

TY 2025 OtherDecreasesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Description Amount
MUTUAL FUND TIMING ADJ 328
ROC ON CY SALES 87
PY RETURN OF CAPITAL ADJUSTMENT 93


TY 2025 OtherIncreasesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Description Amount
ROUNDING 4


TY 2025 TaxesSchedule
Name:
THE THOMAS LORD CHARITABLE TA
EIN:
25-6028793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 412 412   0
FEDERAL TAX PAYMENT - PRIOR YE 2,568 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,534 0   0
FOREIGN TAXES ON NONQUALIFIED 133 133   0