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
ARCHER M HUNTINGTON CHAR TR A
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

13-6078583
B Telephone number (see instructions)

2129228198
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,414,470J 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... 169,139 169,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,503
b Gross sales price for all assets on line 6a 3,072,853
7 Capital gain net income (from Part IV, line 2)... 291,503
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
4,115    
12 Total. Add lines 1 through 11........ 464,757 460,642  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,961 2,369   592
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
3,826 1,564   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
253 3   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,040 3,936 0 842
25 Contributions, gifts, grants paid....... 341,460 341,460
26 Total expenses and disbursements. Add lines 24 and 25 ................ 348,500 3,936 0 342,302
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,257
b Net investment income (if negative, enter -0-) 456,706
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......... 222,129 130,881 130,881
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).......      
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).......... 5,445,842 Click to see attachment
List of Attached Documents:
// Content
5,654,422 		7,283,589
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,667,971 5,785,303 7,414,470
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,667,971 5,785,303
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,667,971 5,785,303
30 Total liabilities and net assets/fund balances (see instructions). 5,667,971 5,785,303
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,667,971
2
Enter amount from Part I, line 27a .....................
2
116,257
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,163
4
Add lines 1, 2, and 3 ..........................
4
5,786,391
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,088
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,785,303
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 158. ALLSTATE CORP   2023-12-07 2025-01-10
b 146. APPLIED MATERIALS INC   2023-09-20 2025-01-10
c 176. BIO-TECHNE CORP     2025-01-10
d 180. E Q T CORP   2024-12-13 2025-01-10
e 87. HUBBELL INC COM     2025-01-10
350. NEWMONT CORPORATION   2023-12-07 2025-01-10
145. PINDUODUO INC-ADR   2024-10-31 2025-01-10
24. ROPER TECHNOLOGIES INC   2023-09-20 2025-01-10
64. BIO-TECHNE CORP   2023-09-21 2025-01-13
52. ROPER TECHNOLOGIES INC   2023-09-20 2025-01-15
40000. BANK OF AMERICA CORP 3.366% 1/23/26   2024-02-05 2025-01-23
110. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
40000. MIZUHO FINANCIAL GRO 4.018% 3/05/28   2024-02-06 2025-01-30
65. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
72. BECTON DICKINSON AND COMPANY     2025-02-06
11000. CHAMPLAIN MID CAP FUND-INS   2024-06-21 2025-02-13
42. CONSTELLATION ENERGY   2023-09-20 2025-02-21
59. GE VERNOVA LLC   2024-08-08 2025-03-10
39. APPLE INC   2023-08-31 2025-03-12
164. CME GROUP INC     2025-03-12
140. CONOCOPHILLIPS     2025-03-17
240. E Q T CORP   2024-12-13 2025-03-17
330. E Q T CORP   2024-02-21 2025-03-17
380. UBER TECHNOLOGIES INC     2025-03-17
40000. ROYAL BANK OF CANADA 4.65% 1/27/26   2024-02-07 2025-03-20
192. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
111. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
35000. JOHN DEERE CAPITAL C 4.75% 1/20/28   2024-02-05 2025-04-10
420. US BANCORP DEL   2024-10-24 2025-04-10
8. HUBSPOT INC   2023-06-30 2025-04-14
280. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
130. SANOFI   2023-09-20 2025-04-15
110. SANOFI   2024-06-24 2025-04-16
210. SANOFI   2023-09-20 2025-04-16
450. INGERSOLL RAND INC   2023-09-20 2025-04-25
130. CHEWY INC - CLASS A   2023-09-20 2025-04-29
45. LULULEMON ATHLETICA INC   2023-09-20 2025-04-29
40000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26   2024-02-05 2025-05-02
90. DEXCOM INC   2025-01-15 2025-05-23
108. ALPHABET INC-CL C   2023-09-20 2025-05-29
40000. SUMITOMO MITSUI FINL 2.632% 7/14/26   2024-02-05 2025-06-03
156. CONOCOPHILLIPS   2024-08-01 2025-06-04
55. CONOCOPHILLIPS   2023-12-07 2025-06-04
40000. COCA-COLA CO/THE 3.45% 3/25/30   2024-02-05 2025-06-16
120. HOWMET AEROSPACE INC   2024-02-05 2025-06-16
75. HOWMET AEROSPACE INC     2025-06-17
158. ALPHABET INC-CL C   2023-09-20 2025-06-24
470. GENERAL MOTORS CO   2023-09-20 2025-06-30
157. 3M CO     2025-07-02
108. ALPHABET INC-CL C   2023-09-20 2025-07-14
62. AMAZON COM INC   2024-08-28 2025-07-14
28. AMAZON COM INC   2023-08-31 2025-07-14
8. HUBSPOT INC   2023-06-30 2025-07-14
19. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
50. NVIDIA CORP   2023-04-14 2025-07-14
61. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
120. JOHNSON CTLS INTL PLC   2024-03-28 2025-07-14
19. INTUITIVE SURGICAL INC     2025-07-21
144. ZOETIS INC     2025-07-21
.8 CHEVRON CORPORATION   2025-04-03 2025-07-28
220. METLIFE INC   2024-10-04 2025-07-30
290. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
430. BAXTER INTERNATIONAL INC     2025-07-31
53. HOWMET AEROSPACE INC   2023-09-20 2025-07-31
140. BLOCK INC   2023-06-30 2025-08-06
35000. TORONTO-DOMINION BAN 5.532% 7/17/26   2024-02-07 2025-08-06
22. GE VERNOVA LLC   2024-08-08 2025-08-11
400. JOHNSON CTLS INTL PLC   2024-03-28 2025-08-15
95. DANAHER CORP     2025-08-27
48. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
61. ALIGN TECHNOLOGY INC     2025-09-03
160. DOMINION ENERGY INC     2025-09-04
28. RENAISSANCERE HLDGS LTD   2023-10-12 2025-09-04
24. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-05
69. RENAISSANCERE HLDGS LTD   2023-10-06 2025-09-08
27. GE VERNOVA LLC   2024-08-08 2025-09-09
40000. PNC FINANCIAL SERVICES GROUP I   2024-02-05 2025-09-12
480. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
40000. META PLATFORMS INC 3.5% 8/15/27   2024-02-05 2025-09-18
21008.404 ARISTOTLE FLOATING RATE INCOME FUND   2024-06-21 2025-09-24
2300. ISHARES MSCI EMERGING MARKETS EX   2024-06-21 2025-09-24
40000. COMCAST CORP 3.15% 2/15/28   2024-02-05 2025-09-26
240. DEXCOM INC   2025-01-15 2025-09-26
163. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
80. AT&T INC   2024-01-05 2025-10-08
30. ALPHABET INC-CL C   2023-09-20 2025-10-08
32. AMAZON COM INC   2023-08-31 2025-10-08
20. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-10-08
7. AMETEK INC NEW   2024-09-12 2025-10-08
32. APPLE INC   2023-08-31 2025-10-08
4. APPLIED MATERIALS INC   2023-09-20 2025-10-08
8. ASSURANT INC   2024-11-14 2025-10-08
3. ATLASSIAN CORP   2025-04-25 2025-10-08
2. AXON ENTERPRISE INC   2025-09-03 2025-10-08
50. BANK OF AMERICA CORP   2025-04-15 2025-10-08
20. BENTLEY SYSTEMS INC   2025-05-29 2025-10-08
7. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-20 2025-10-08
13. BIONTECH SE-ADR   2025-04-14 2025-10-08
6. BROADCOM INC   2025-01-10 2025-10-08
4. CME GROUP INC   2019-03-04 2025-10-08
30. C S X CORP   2025-01-10 2025-10-08
4. CAPITAL ONE FINANCIAL CORP   2025-06-30 2025-10-08
2. CARLISLE COMPANIES INC   2025-07-14 2025-10-08
4. CHEVRON CORPORATION   2025-04-03 2025-10-08
20. CHEWY INC - CLASS A   2023-09-20 2025-10-08
30. CISCO SYSTEMS INC   2023-08-31 2025-10-08
10. CITIGROUP INC   2025-07-31 2025-10-08
10. COMERICA INC   2025-07-31 2025-10-08
5. CONSTELLATION ENERGY   2023-09-20 2025-10-08
10. COSTAR GROUP INC   2023-09-20 2025-10-08
2. CUMMINS ENGINE INC   2025-10-08 2025-10-08
5. DANAHER CORP   2023-09-20 2025-10-08
147. DANAHER CORP     2025-10-08
20. DELTA AIR LINES INC - W/I   2025-08-15 2025-10-08
7. DIAMONDBACK ENERGY INC   2025-06-16 2025-10-08
13. WALT DISNEY CO/THE   2025-02-21 2025-10-08
10. DOLBY LABORATORIES INC   2025-01-14 2025-10-08
20. DOMINION ENERGY INC   2023-11-15 2025-10-08
20. E Q T CORP   2024-02-21 2025-10-08
14. EXXON MOBIL CORP   2025-03-17 2025-10-08
4. META PLATFORMS INC   2025-08-06 2025-10-08
50. FORD MOTOR CO DEL   2025-06-30 2025-10-08
40. FREEPORT-MCMORAN INC   2023-07-31 2025-10-08
1. GE VERNOVA LLC   2024-08-09 2025-10-08
12. GILEAD SCIENCES INC   2025-09-26 2025-10-08
3. GOLDMAN SACHS GROUP INC   2025-05-23 2025-10-08
10. HOWMET AEROSPACE INC   2023-09-20 2025-10-08
5. HUBBELL INC COM   2025-06-17 2025-10-08
2. HUBSPOT INC   2023-06-30 2025-10-08
3. HUMANA INC   2025-09-04 2025-10-08
1. IDEXX LABS INC   2025-07-21 2025-10-08
10. ILLUMINA INC   2023-07-31 2025-10-08
4. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-08
20. INTERNATIONAL PAPER CO   2024-09-12 2025-10-08
1. INTUITIVE SURGICAL INC   2024-04-25 2025-10-08
9. J P MORGAN CHASE & CO   2017-11-21 2025-10-08
16. JOHNSON & JOHNSON   2025-08-15 2025-10-08
50. KENVUE INC   2024-03-28 2025-10-08
7. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-10-08
4. LABCORP HOLDINGS INC   2024-07-25 2025-10-08
20. LAS VEGAS SANDS CORP   2024-02-05 2025-10-08
10. ESTEE LAUDER COMPANIES INC CL A   2025-10-08 2025-10-08
4. MARATHON PETROLEUM CORP   2023-09-20 2025-10-08
2. MASTERCARD INC   2025-06-24 2025-10-08
22. MICROSOFT CORPORATION   2023-07-31 2025-10-08
4. MONGODB INC   2024-11-26 2025-10-08
1. NETFLIX COM INC   2024-02-21 2025-10-08
10. NEWMONT CORPORATION   2025-02-06 2025-10-08
79. NVIDIA CORP   2023-04-14 2025-10-08
10. OMNICOM GROUP INC   2024-05-08 2025-10-08
40. PFIZER INC   2025-10-07 2025-10-08
6. PHILLIPS 66   2024-02-21 2025-10-08
6. REPLIGEN CORP   2023-08-31 2025-10-08
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-10-08
2. SERVICENOW INC   2025-01-10 2025-10-08
11. SHOPIFY INC-A W/I   2025-02-06 2025-10-08
10. BLOCK INC   2023-06-30 2025-10-08
1. SYNOPSYS INC   2025-03-20 2025-10-08
2. THERMO FISHER SCIENTIFIC INC.   2025-10-08 2025-10-08
3. UNITED HEALTH GROUP INC   2025-09-09 2025-10-08
12. VERALTO CORP-W/I   2023-09-20 2025-10-08
10. VOYA FINANCIAL INC   2025-09-04 2025-10-08
3. AON PLC/IRELAND A   2025-09-04 2025-10-08
16. CRH PLC   2023-11-16 2025-10-08
30. MEDTRONIC PLC     2025-10-08
3. TRANE TECHNOLOGIES PLC   2012-05-22 2025-10-08
10. ALCON INC   2024-07-25 2025-10-08
1. SPOTIFY TECHNOLOGY SA   2025-04-29 2025-10-08
3. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-10-08
3579.042 BNY MELLON INTL EQTY-Y     2025-10-10
750. AT&T INC     2025-10-21
18. MONGODB INC   2024-11-26 2025-10-22
550. AT&T INC     2025-10-23
755. KENVUE INC     2025-10-24
535. KENVUE INC   2023-09-20 2025-10-27
70. COMERICA INC     2025-10-30
94. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
5000. CREDIT SUISSE NEW YO 5.0% 7/09/27   2025-09-24 2025-11-05
35000. CREDIT SUISSE NEW YO 5.0% 7/09/27   2024-03-19 2025-11-05
110. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
30. AMERICAN INTERNATIONAL GROUP   2020-08-07 2025-11-19
28. CUMMINS ENGINE INC     2025-11-19
12. IDEXX LABS INC   2025-07-21 2025-11-19
70. NEWMONT CORPORATION   2025-02-06 2025-11-19
69. ATLASSIAN CORP   2025-04-25 2025-11-21
100. BIONTECH SE-ADR   2025-04-14 2025-11-21
43. CARLISLE COMPANIES INC     2025-11-21
110. CHEVRON CORPORATION   2025-04-03 2025-11-21
190. CITIGROUP INC   2025-07-31 2025-11-21
64. MONGODB INC   2024-11-26 2025-11-21
160. NEWMONT CORPORATION   2025-02-06 2025-11-21
109. SHOPIFY INC-A W/I     2025-11-21
240. BLOCK INC     2025-11-21
57. BIONTECH SE-ADR   2025-04-14 2025-11-24
12685.237 BNY MELLON INTERNATIONAL-M     2025-12-03
4855.108 BNYM INTL STCK-Y   2009-10-30 2025-12-03
5353.318 BNY MELLON DEVELOPED MARKETS REAL   2022-03-07 2025-12-03
29. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
51. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
17. LABCORP HOLDINGS INC     2025-12-16
71. LABCORP HOLDINGS INC     2025-12-17
21. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,299   21,981 6,318
b 24,983   20,218 4,765
c 12,924   12,589 335
d 8,842   8,186 656
e 36,668   35,182 1,486
13,660   13,848 -188
13,766   17,514 -3,748
12,097   12,090 7
4,824   4,482 342
26,830   26,195 635
40,000   39,117 883
27,173   30,748 -3,575
39,098   38,611 487
14,712   15,216 -504
16,297   19,285 -2,988
270,490   267,630 2,860
11,949   4,670 7,279
15,968   10,379 5,589
8,450   7,358 1,092
41,879   31,484 10,395
13,968   15,681 -1,713
12,323   10,914 1,409
16,945   12,413 4,532
27,881   18,372 9,509
39,967   39,744 223
14,208   21,989 -7,781
15,856   18,142 -2,286
35,281   35,221 60
15,626   20,333 -4,707
4,304   4,255 49
11,584   18,008 -6,424
6,590   7,224 -634
5,615   5,397 218
10,720   11,670 -950
33,714   30,040 3,674
4,823   2,485 2,338
12,156   17,506 -5,350
39,573   38,636 937
7,582   7,300 282
18,674   14,972 3,702
39,196   37,832 1,364
13,447   16,915 -3,468
4,741   6,135 -1,394
38,462   37,526 936
20,596   6,952 13,644
12,919   3,961 8,958
26,634   21,903 4,731
23,077   16,026 7,051
24,182   16,359 7,823
19,695   14,972 4,723
13,977   10,605 3,372
6,312   3,870 2,442
4,337   4,255 82
9,867   8,103 1,764
8,241   1,332 6,909
6,478   6,361 117
12,744   7,822 4,922
9,831   7,579 2,252
21,262   26,851 -5,589
124   117 7
16,430   18,488 -2,058
6,564   11,569 -5,005
9,479   13,986 -4,507
9,256   2,520 6,736
10,648   9,256 1,392
35,409   35,538 -129
14,317   3,870 10,447
41,503   26,074 15,429
19,453   21,402 -1,949
6,513   16,998 -10,485
8,085   21,494 -13,409
9,369   7,716 1,653
6,854   6,019 835
5,793   5,007 786
16,466   14,395 2,071
16,309   4,750 11,559
39,288   37,120 2,168
21,922   23,507 -1,585
39,876   38,582 1,294
198,109   200,000 -1,891
155,484   135,385 20,099
39,408   37,737 1,671
16,086   19,465 -3,379
25,185   16,583 8,602
2,096   1,399 697
7,368   4,159 3,209
7,198   4,423 2,775
1,682   1,408 274
1,278   1,171 107
8,249   6,037 2,212
870   554 316
1,752   1,717 35
449   691 -242
1,457   1,472 -15
2,495   1,905 590
1,018   961 57
3,503   2,599 904
1,391   1,323 68
2,051   1,342 709
1,060   724 336
1,076   956 120
852   854 -2
653   828 -175
613   586 27
765   382 383
2,115   1,724 391
969   950 19
797   681 116
1,863   556 1,307
793   810 -17
869   873 -4
1,028   1,126 -98
30,123   32,671 -2,548
1,137   1,206 -69
1,041   1,054 -13
1,453   1,413 40
708   791 -83
1,206   948 258
1,117   752 365
1,599   1,598 1
2,872   3,087 -215
584   543 41
1,707   1,784 -77
619   176 443
1,417   1,343 74
2,340   1,801 539
1,910   476 1,434
2,088   1,967 121
913   1,064 -151
903   938 -35
631   521 110
979   1,863 -884
635   677 -42
929   957 -28
449   374 75
2,747   893 1,854
3,037   2,830 207
803   1,074 -271
2,135   1,603 532
1,107   845 262
1,056   1,024 32
953   958 -5
757   608 149
1,159   1,109 50
11,526   7,361 4,165
1,310   1,347 -37
1,212   573 639
884   449 435
14,874   2,105 12,769
798   951 -153
1,031   1,052 -21
789   860 -71
900   1,043 -143
940   738 202
1,816   2,059 -243
1,820   1,295 525
811   661 150
489   450 39
1,078   1,072 6
1,111   1,048 63
1,249   1,070 179
741   775 -34
1,100   1,116 -16
1,881   949 932
2,937   2,577 360
1,281   77 1,204
765   924 -159
676   574 102
928   622 306
67,143   73,000 -5,857
19,461   12,616 6,845
5,775   6,062 -287
13,508   8,537 4,971
11,301   16,081 -4,780
8,014   11,388 -3,374
5,429   4,764 665
14,113   15,904 -1,791
5,105   5,088 17
35,732   34,709 1,023
8,339   7,747 592
2,274   902 1,372
13,260   12,100 1,160
8,230   6,246 1,984
6,213   3,143 3,070
9,720   15,891 -6,171
9,648   10,173 -525
13,353   17,780 -4,427
16,496   16,119 377
18,453   18,041 412
20,312   21,553 -1,241
13,133   7,185 5,948
15,753   12,293 3,460
14,457   15,704 -1,247
5,474   5,799 -325
220,723   158,960 61,763
114,435   55,958 58,477
47,109   50,000 -2,891
7,516   6,010 1,506
13,186   10,569 2,617
4,389   3,585 804
18,236   14,232 4,004
5,305   4,173 1,132
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
      660
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       6,318
b       4,765
c       335
d       656
e       1,486
      -188
      -3,748
      7
      342
      635
      883
      -3,575
      487
      -504
      -2,988
      2,860
      7,279
      5,589
      1,092
      10,395
      -1,713
      1,409
      4,532
      9,509
      223
      -7,781
      -2,286
      60
      -4,707
      49
      -6,424
      -634
      218
      -950
      3,674
      2,338
      -5,350
      937
      282
      3,702
      1,364
      -3,468
      -1,394
      936
      13,644
      8,958
      4,731
      7,051
      7,823
      4,723
      3,372
      2,442
      82
      1,764
      6,909
      117
      4,922
      2,252
      -5,589
      7
      -2,058
      -5,005
      -4,507
      6,736
      1,392
      -129
      10,447
      15,429
      -1,949
      -10,485
      -13,409
      1,653
      835
      786
      2,071
      11,559
      2,168
      -1,585
      1,294
      -1,891
      20,099
      1,671
      -3,379
      8,602
      697
      3,209
      2,775
      274
      107
      2,212
      316
      35
      -242
      -15
      590
      57
      904
      68
      709
      336
      120
      -2
      -175
      27
      383
      391
      19
      116
      1,307
      -17
      -4
      -98
      -2,548
      -69
      -13
      40
      -83
      258
      365
      1
      -215
      41
      -77
      443
      74
      539
      1,434
      121
      -151
      -35
      110
      -884
      -42
      -28
      75
      1,854
      207
      -271
      532
      262
      32
      -5
      149
      50
      4,165
      -37
      639
      435
      12,769
      -153
      -21
      -71
      -143
      202
      -243
      525
      150
      39
      6
      63
      179
      -34
      -16
      932
      360
      1,204
      -159
      102
      306
      -5,857
      6,845
      -287
      4,971
      -4,780
      -3,374
      665
      -1,791
      17
      1,023
      592
      1,372
      1,160
      1,984
      3,070
      -6,171
      -525
      -4,427
      377
      412
      -1,241
      5,948
      3,460
      -1,247
      -325
      61,763
      58,477
      -2,891
      1,506
      2,617
      804
      4,004
      1,132
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 291,503
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 6,348
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 6,348
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 6,348
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,524
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 4,524
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 1,824
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)
NY
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 ofBNY MELLON NA Telephone no. (212) 922-8198

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
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
BNY MELLON N A TRUSTEE
1 		2,961    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,930,809
b
Average of monthly cash balances.......................
1b
137,822
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,068,631
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,068,631
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
106,029
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,962,602
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
348,130
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
348,130
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,348
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,348
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
341,782
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
341,782
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
341,782
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
342,302
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
342,302
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 7 341,782
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...... 3,369
b From 2021...... 0
c From 2022...... 73,286
d From 2023...... 4,133
e From 2024...... 0
f Total of lines 3a through e ........ 80,788
4Qualifying distributions for 2025 from Part
XI, line 4: $ 342,302
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..... 341,782
e Remaining amount distributed out of corpus 520
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 81,308
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) ... 		3,369
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		77,939
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 73,286
c Excess from 2023 .... 4,133
d Excess from 2024 .... 0
e Excess from 2025 .... 520
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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

AMERICAN ACADEMY OF ARTS & LETTERS

633 W 155TH STREET
NEW YORK,NY100327501 		NONE   GENERAL OPERATING 170,730

LIBRARY OF CONGRESS

101 INDEPENDENCE AVE SE
WASHINGTON,DC205400002 		NONE   GENERAL OPERATING 71,658

LIBRARY OF CONGRESS

101 INDEPENDENCE AVE SE
WASHINGTON,DC20540 		NONE   GENERAL OPERATING 99,072
Total ................................. 3a 341,460
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 ....     14 169,139  
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 ............ 		    18 291,503  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 4,115  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   464,757  
13Total. Add line 12, columns (b), (d), and (e)..................
13
464,757
(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 InvestmentsOtherSchedule2
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 61,553 186,733
05569M871 BNY MELLON INTL FD C      
46625H100 J P MORGAN CHASE & C AT COST 23,666 77,011
594918104 MICROSOFT CORPORATIO AT COST 71,050 278,082
026874784 AMERICAN INTERNATION AT COST 5,378 17,966
91324P102 UNITED HEALTH GROUP AT COST 17,692 29,380
037833100 APPLE INC AT COST 67,661 224,828
929089100 VOYA FINANCIAL INC AT COST 21,664 31,286
05588D753 BNY MELLON INTL EQTY      
12572Q105 CME GROUP INC AT COST 16,078 24,850
05587K857 BNYM INTL STCK-Y      
G8994E103 TRANE TECHNOLOGIES P AT COST 1,899 28,801
517834107 LAS VEGAS SANDS CORP AT COST 20,485 37,101
00206R102 AT&T INC AT COST 11,457 18,382
020002101 ALLSTATE CORP COM      
05588F709 BNYM GLBL RL EST SEC      
016255101 ALIGN TECHNOLOGY INC      
02079K107 ALPHABET INC-CL C AT COST 105,634 239,116
031100100 AMETEK INC NEW AT COST 30,025 39,214
038222105 APPLIED MATERIALS IN AT COST 15,371 28,526
04621X108 ASSURANT INC AT COST 39,393 44,557
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 61,559 89,472
09073M104 BIO-TECHNE CORP      
16679L109 CHEWY INC - CLASS A AT COST 13,750 24,457
17275R102 CISCO SYSTEMS INC AT COST 50,175 68,557
20825C104 CONOCOPHILLIPS      
21037T109 CONSTELLATION ENERGY AT COST 12,564 39,920
22160N109 COSTAR GROUP INC AT COST 28,344 23,534
235851102 DANAHER CORP COMMON      
254687106 WALT DISNEY CO/THE AT COST 33,325 42,322
25746U109 DOMINION ENERGY INC AT COST 25,135 31,053
35671D857 FREEPORT-MCMORAN INC AT COST 32,822 39,108
37045V100 GENERAL MOTORS CO      
38141G104 GOLDMAN SACHS GROUP AT COST 30,164 72,078
443201108 HOWMET AEROSPACE INC AT COST 11,889 51,255
443573100 HUBSPOT INC AT COST 27,634 20,868
452327109 ILLUMINA INC AT COST 22,982 22,035
45687V106 INGERSOLL RAND INC      
49177J102 KENVUE INC      
550021109 LULULEMON ATHLETICA      
56585A102 MARATHON PETROLEUM C AT COST 16,254 17,401
651639106 NEWMONT CORPORATION AT COST 12,574 27,958
67066G104 NVIDIA CORP AT COST 49,087 370,949
759916109 REPLIGEN CORP AT COST 22,209 23,432
776696106 ROPER TECHNOLOGIES I      
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 23,057 30,333
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 24,684 27,172
G25508105 CRH PLC AT COST 16,357 37,939
G5960L103 MEDTRONIC PLC AT COST 54,002 62,439
G7496G103 RENAISSANCERE HLDGS      
00766Y513 CHAMPLAIN MID CAP FU      
00771X419 G Q G PART EMERG MKT AT COST 136,160 131,720
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 40,180 40,806
04045F592 ARISTOTLE FLTNG RT I      
05964HAX3 BANCO SANTANDER SA 6 AT COST 41,070 40,829
060505104 BANK OF AMERICA CORP AT COST 43,223 62,700
06051GGZ6 BANK OF AMERICA CORP      
06368LGV2 BANK OF MONTREAL AT COST 40,412 41,013
06417XAP6 BANK OF NOVA SCOTIA AT COST 40,385 40,936
071813109 BAXTER INTL INC COM      
10373QAE0 B P CAP MARKETS AMER AT COST 39,309 40,257
110122108 BRISTOL-MYERS SQUIBB AT COST 19,514 19,418
110122CN6 BRISTOL-MYERS SQUIBB      
13607HR61 CANADIAN IMPERIAL BA AT COST 38,364 39,797
17275RBT8 CISCO SYSTEMS INC AT COST 40,186 41,162
17325FBG2 CITIBANK NA AT COST 41,297 42,308
191216CT5 COCA-COLA CO/THE      
20030NCA7 COMCAST CORP      
21688ABH4 COOPERAT RABOBANK UA AT COST 39,360 40,704
22550L2K6 CREDIT SUISSE NEW YO      
24422EWR6 JOHN DEERE CAPITAL C      
251526CW7 DEUTSCHE BANK NY AT COST 40,584 41,585
25278X109 DIAMONDBACK ENERGY I AT COST 23,589 24,955
254687FX9 WALT DISNEY COMPANY/ AT COST 39,135 42,092
26884L109 E Q T CORP AT COST 23,126 34,304
30303M8G0 META PLATFORMS INC      
320517105 FIRST HORIZON NATL C AT COST 15,238 25,812
36828A101 GE VERNOVA LLC AT COST 5,444 20,261
375558103 GILEAD SCIENCES INC AT COST 36,575 44,677
377372AN7 GLAXOSMITHKLINE CAP AT COST 39,162 40,032
38151LAF7 GOLDMAN SACHS BANK U AT COST 39,962 40,100
404280DZ9 HSBC HOLDINGS PLC AT COST 40,502 40,420
437076CB6 HOME DEPOT INC 2.7% AT COST 40,472 42,550
443510607 HUBBELL INC COM AT COST 51,020 59,955
460146103 INTERNATIONAL PAPER AT COST 23,840 20,089
46120E602 INTUITIVE SURGICAL I AT COST 14,588 22,088
464287507 ISHARES CORE S&P MID AT COST 593,339 640,200
464287804 ISHARES CORE S&P SMA AT COST 54,258 60,090
46434G764 ISHARES MSCI EMERGIN      
46647PDH6 JPMORGAN CHASE & CO AT COST 39,042 40,748
482480AL4 K L A CORP AT COST 39,729 40,583
502431109 L3HARRIS TECHNOLOGIE AT COST 37,256 51,962
504922105 LABCORP HOLDINGS INC      
512807AU2 LAM RESEARCH CORP AT COST 43,751 45,012
59156R108 METLIFE INC      
606822DE1 MITSUBISHI UFJ FIN G AT COST 39,457 41,216
60687YAR0 MIZUHO FINANCIAL GRO      
60937P106 MONGODB INC      
61747YFA8 MORGAN STANLEY AT COST 40,274 40,833
64110L106 NETFLIX COM INC AT COST 19,935 28,128
665859AX2 NORTHERN TRUST CORP AT COST 42,519 43,619
681919106 OMNICOM GROUP INC AT COST 34,536 29,393
693475AW5 PNC FINANCIAL SERVIC      
716973AE2 PFIZER INVESTMENT EN AT COST 39,620 40,424
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 21,796 19,614
722304102 PINDUODUO INC-ADR      
780082AD5 ROYAL BANK OF CANADA      
822905AB1 SHELL FINANCE US INC AT COST 40,934 42,670
857477CR2 STATE STREET CORP AT COST 39,330 40,758
86562MAF7 SUMITOMO MITSUI FINL      
87612EBP0 TARGET CORP AT COST 39,065 40,395
88579Y101 3M CO      
89115A2S0 TORONTO-DOMINION BAN      
902973304 US BANCORP DEL      
91159HJG6 US BANCORP AT COST 40,026 40,300
91324PFA5 UNITEDHEALTH GROUP I AT COST 39,488 41,071
922908751 VANGUARD SMALL-CAP E AT COST 135,497 154,770
961214FK4 WESTPAC BANKING CORP AT COST 41,071 41,232
G51502105 JOHNSON CTLS INTL PL      
H01301128 ALCON INC AT COST 32,273 28,372
V7780T103 ROYAL CARIBBEAN CRUI      
00287YDZ9 ABBVIE INC AT COST 40,617 41,213
05464C101 AXON ENTERPRISE INC AT COST 25,593 24,989
06051GKP3 BANK OF AMERICA CORP AT COST 39,560 40,160
08265T208 BENTLEY SYSTEMS INC AT COST 21,734 17,938
11135F101 BROADCOM INC AT COST 72,332 96,216
126408103 C S X CORP AT COST 25,497 29,000
14040H105 CAPITAL ONE FINANCIA AT COST 20,989 28,598
147528103 CASEYS GENERAL STORE AT COST 21,837 21,556
20030NEJ6 COMCAST CORP AT COST 46,779 46,376
200340107 COMERICA INC AT COST 21,029 26,948
231021106 CUMMINS ENGINE INC AT COST 17,091 20,418
24422EXE4 JOHN DEERE CAPITAL C AT COST 40,127 41,929
247361702 DELTA AIR LINES INC AT COST 18,691 21,514
25659T107 DOLBY LABORATORIES I AT COST 25,935 21,193
260003108 DOVER CORPORATION AT COST 25,736 28,700
291011104 EMERSON ELECTRIC COM AT COST 29,094 28,668
30231G102 EXXON MOBIL CORP AT COST 48,910 51,385
30303M102 META PLATFORMS INC AT COST 87,403 82,511
345370860 FORD MOTOR CO DEL AT COST 17,919 21,648
38145N220 GOLDMAN SACHS ABS RE AT COST 75,000 73,760
444859102 HUMANA INC AT COST 41,763 39,956
45168D104 IDEXX LABS INC AT COST 14,574 18,943
464288273 ISHARES MSCI EAFE SM AT COST 38,514 38,765
464288281 ISHARES JPMORGAN USD AT COST 47,774 48,140
46432F842 ISHARES CORE MSCI EA AT COST 355,578 357,840
46434G103 ISHARES CORE MSCI EM AT COST 151,244 154,606
46435U853 ISHARES BROAD USD HI AT COST 35,918 35,525
478160104 JOHNSON & JOHNSON AT COST 64,425 81,745
518439104 ESTEE LAUDER COMPANI AT COST 40,593 46,077
57636Q104 MASTERCARD INC AT COST 24,399 25,119
60687YCZ0 MIZUHO FINANCIAL GRO AT COST 41,039 41,597
639057AK4 NATWEST GROUP PLC AT COST 41,674 41,666
680223104 OLD REPUBLIC INTERNA AT COST 29,453 29,666
693475BZ7 PNC FINANCIAL SERVIC AT COST 41,642 41,374
717081103 PFIZER INC AT COST 23,679 22,410
76720AAU0 RIO TINTO FIN USA PL AT COST 39,918 41,217
78017FZT3 ROYAL BANK OF CANADA AT COST 39,732 40,558
808513105 SCHWAB CHARLES CORP AT COST 14,760 19,982
81762P102 SERVICENOW INC AT COST 37,016 28,340
82509L107 SHOPIFY INC-A W/I AT COST 13,089 20,443
86562MCW8 SUMITOMO MITSUI FINL AT COST 41,651 42,137
871607107 SYNOPSYS INC AT COST 40,543 46,033
882508104 TEXAS INSTRUMENTS IN AT COST 20,646 19,951
883556102 THERMO FISHER SCIENT AT COST 62,356 69,534
89115A3C4 TORONTO-DOMINION BAN AT COST 40,754 40,939
89236TMF9 TOYOTA MOTOR CREDIT AT COST 41,438 41,260
L8681T102 SPOTIFY TECHNOLOGY S AT COST 24,911 24,971

TY 2025 OtherDecreasesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Amount
COST BASIS ADJUSTMENT 210
CY PURCHASE OF ACCRUED INTEREST 878


TY 2025 OtherExpensesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncomeSchedule2
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 4,115 0  


TY 2025 OtherIncreasesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Description Amount
MUTUAL FUND TIMING ADJ 1,640
PY PURCHASE OF ACCRUED INTEREST 523


TY 2025 TaxesSchedule
Name:
ARCHER M HUNTINGTON CHAR TR A
EIN:
13-6078583
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 867 867   0
FEDERAL ESTIMATES - PRINCIPAL 2,262 0   0
FOREIGN TAXES ON NONQUALIFIED 697 697   0