TY 2025 Form 990PF

- TIN:

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
MARCIA HYDE CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532
Room/suite

City or town
PENNINGTON

State or province
NJ

Country

ZIP or foreign postal code
085340691

A Employer identification number

22-6979693

B Telephone number (see instructions)

8888663275

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,359,000J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	42,582		42,299
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		46,396
b	Gross sales price for all assets on line 6a 243,011
7	Capital gain net income (from Part IV, line 2)...			46,396
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........	88,978		88,695
13	Compensation of officers, directors, trustees, etc.	19,014		11,408		7,606
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)...	List of Attached Documents: // Content	2,519	644		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).......	List of Attached Documents: // Content	42	42
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	21,575		12,094	0	7,606
25	Contributions, gifts, grants paid.......	48,900				48,900
26	Total expenses and disbursements. Add lines 24 and 25 ................	70,475		12,094	0	56,506
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	18,503
b	Net investment income (if negative, enter -0-)			76,601
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	3,627	1,931	1,931
	2	Savings and temporary cash investments.........	16,272	16,019	16,019
	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).......	356,715	List of Attached Documents: // Content 372,568	404,676
	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)..........	850,671	List of Attached Documents: // Content 854,939	936,374
	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)	1,227,285	1,245,457	1,359,000
	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
		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........	1,227,285	1,245,457
	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).....	1,227,285	1,245,457
	30	Total liabilities and net assets/fund balances (see instructions).	1,227,285	1,245,457

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,227,285

Enter amount from Part I, line 27a .....................

18,503

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

1,245,788

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

331

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

1,245,457

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	4. FIDELITY MSCI UTILITIES INDEX		2022-07-13	2025-01-15
b	6. FIRST TRUST CLOUD COMPUTING ETF		2022-02-09	2025-01-15
c	4. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2021-10-26	2025-01-15
d	6. ISHARES NASDAQ BIOTECHNOLOGY ETF		2020-04-14	2025-01-15
e	5. ISHARES TR U S INFRASTRUCTURE ETF		2023-07-19	2025-01-15
	10. SELECT SECTOR SPDR TR MATERIALS SHS BEN INT		2021-07-12	2025-01-15
	42. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2020-05-12	2025-01-15
	6. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2022-07-13	2025-01-15
	17. SELECT SECTOR SPDR TR INDUSTRIAL SHS BEN INT		2021-01-12	2025-01-15
	9. SELECT SECTOR SPDR TR INDUSTRIAL SHS BEN INT		2020-04-21	2025-01-15
	4. ST STRT REAL ESTATE SLCT SCTR SPDR ETF		2022-05-12	2025-01-15
	1. VANECK SEMICONDUCTOR ETF		2022-09-27	2025-01-15
	2. VANGUARD FINANCIALS ETF		2020-03-31	2025-01-15
	2. VANGUARD FINANCIALS ETF		2020-04-21	2025-01-15
	34. BRISTOL MYERS SQUIBB CO COM		2024-01-18	2025-01-16
	20. GILEAD SCIENCES INC		2022-04-01	2025-01-16
	17. TC ENERGY CORP		2020-06-23	2025-01-16
	5. TC ENERGY CORP		2019-09-03	2025-01-16
	12. TC ENERGY CORP		2019-09-03	2025-01-16
	8. VERIZON COMMUNICATIONS		2016-11-16	2025-01-16
	10. VERIZON COMMUNICATIONS		2016-11-16	2025-01-16
	3. VERIZON COMMUNICATIONS		2017-11-01	2025-01-16
	16. VERIZON COMMUNICATIONS		2017-07-14	2025-01-16
	21. WILLIAMS COS INC DEL COM		2022-01-19	2025-01-16
	66. AT&T INC		2022-04-13	2025-02-20
	27. AT&T INC		2022-07-05	2025-02-20
	16. ENTERGY CORP NEW COM		2023-02-16	2025-02-20
	11. GILEAD SCIENCES INC		2022-04-01	2025-02-20
	1. GILEAD SCIENCES INC		2023-09-12	2025-02-20
	7. GILEAD SCIENCES INC		2023-09-11	2025-02-20
	2. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-08-14	2025-02-20
	7. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-08-13	2025-02-20
	10. PAYCHEX INC		2024-07-24	2025-02-25
	7. FIDELITY MSCI UTILITIES INDEX		2022-07-13	2025-03-12
	1. INVESCO AEROSPACE AND DEFENSE ETF		2024-09-10	2025-03-12
	3. ISHARES U.S. HOME CONSTRUCTION ETF		2024-02-13	2025-03-12
	6. PACER DATA & INFRA REAL ESTATE ETF		2022-09-27	2025-03-12
	2. PACER DATA & INFRA REAL ESTATE ETF		2022-05-18	2025-03-12
	7. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2020-05-12	2025-03-12
	9. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT		2022-05-18	2025-03-12
	19. STE STRT COMTN SR SLCT SCTR SPDR ETF		2020-05-12	2025-03-12
	3. ST STRT REAL ESTATE SLCT SCTR SPDR ETF		2022-05-18	2025-03-12
	9. VANGUARD FINANCIALS ETF		2020-04-21	2025-03-12
	25. BRISTOL MYERS SQUIBB CO COM		2024-01-18	2025-04-08
	14. BRISTOL MYERS SQUIBB CO COM		2024-03-08	2025-04-08
	8. ENTERGY CORP NEW COM		2023-02-23	2025-04-08
	4. ENTERGY CORP NEW COM		2023-02-16	2025-04-08
	11. ENTERGY CORP NEW COM		2023-02-24	2025-04-08
	1. PAYCHEX INC		2024-08-26	2025-04-08
	10. PAYCHEX INC		2024-08-23	2025-04-08
	3. PAYCHEX INC		2024-07-24	2025-04-08
	10. LYONDELLBASELL INDUSTRIE		2022-11-03	2025-04-08
	10. LYONDELLBASELL INDUSTRIE		2022-11-23	2025-04-08
	19. BRISTOL MYERS SQUIBB CO COM		2024-03-08	2025-04-17
	31. BRISTOL MYERS SQUIBB CO COM		2024-03-11	2025-04-17
	13. GILEAD SCIENCES INC		2024-01-11	2025-04-17
	1. GILEAD SCIENCES INC		2023-12-05	2025-04-17
	2. GILEAD SCIENCES INC		2023-11-03	2025-04-17
	2. GILEAD SCIENCES INC		2023-09-12	2025-04-17
	5. PAYCHEX INC		2024-08-26	2025-04-17
	12. PAYCHEX INC		2024-09-12	2025-04-17
	2. PHILIP MORRIS INTL INC		2020-02-24	2025-04-17
	1. PHILIP MORRIS INTL INC		2019-04-26	2025-04-17
	5. PHILIP MORRIS INTL INC		2019-01-11	2025-04-17
	4. PHILIP MORRIS INTL INC		2020-02-25	2025-04-17
	5. LYONDELLBASELL INDUSTRIE		2022-11-23	2025-04-17
	16. LYONDELLBASELL INDUSTRIE		2023-01-11	2025-04-17
	11. LYONDELLBASELL INDUSTRIE		2022-11-25	2025-04-17
	10. BRISTOL MYERS SQUIBB CO COM		2024-06-10	2025-04-28
	2. BRISTOL MYERS SQUIBB CO COM		2024-03-11	2025-04-28
	1. BRISTOL MYERS SQUIBB CO COM		2024-04-12	2025-04-28
	36. BRISTOL MYERS SQUIBB CO COM		2024-04-18	2025-04-28
	15. PHILIP MORRIS INTL INC		2020-02-25	2025-04-28
	36. BRISTOL MYERS SQUIBB CO COM		2024-06-10	2025-05-06
	22. COCA COLA CO		2023-03-07	2025-05-06
	13. ENTERGY CORP NEW COM		2023-07-18	2025-05-06
	9. ENTERGY CORP NEW COM		2023-02-24	2025-05-06
	10. PHILIP MORRIS INTL INC		2020-02-25	2025-05-06
	4. BRISTOL MYERS SQUIBB CO COM		2024-06-10	2025-05-15
	43. BRISTOL MYERS SQUIBB CO COM		2024-09-25	2025-05-15
	22. COCA COLA CO		2023-03-07	2025-05-15
	25. ENTERGY CORP NEW COM		2023-07-18	2025-05-15
	2. ENTERGY CORP NEW COM		2024-04-12	2025-05-15
	2. ENTERGY CORP NEW COM		2023-12-05	2025-05-15
	2. ENTERGY CORP NEW COM		2023-11-03	2025-05-15
	12. GILEAD SCIENCES INC		2024-03-08	2025-05-15
	5. GILEAD SCIENCES INC		2024-01-11	2025-05-15
	6. PHILIP MORRIS INTL INC		2020-04-21	2025-05-15
	4. PHILIP MORRIS INTL INC		2020-02-25	2025-05-15
	3. ABBVIE INC SHS		2020-04-21	2025-06-03
	4. AMERICAN ELEC PWR INC		2021-06-29	2025-06-03
	2. AMGEN INC COM		2023-05-05	2025-06-03
	2. BANK MONTREAL QUE COM		2024-10-01	2025-06-03
	2. BANK MONTREAL QUE COM		2024-10-02	2025-06-03
	14. BRITISH AMERICAN TOBACCO PLC (UK/US$) ISIN US1104481072		2025-04-08	2025-06-03
	2. CHEVRONTEXACO CORP COM		2023-06-15	2025-06-03
	3. CHEVRONTEXACO CORP COM		2023-06-15	2025-06-03
	1. ENBRIDGE INC		2019-07-01	2025-06-03
	14. ENBRIDGE INC		2019-07-18	2025-06-03
	4. EXXON MOBIL CORPORATION		2024-11-13	2025-06-03
	2. EXXON MOBIL CORPORATION		2024-11-13	2025-06-03
	16. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2021-10-26	2025-06-03
	1. HUNTINGTON BANCSHARES INC COM		2019-02-22	2025-06-03
	31. HUNTINGTON BANCSHARES INC COM		2019-03-25	2025-06-03
	9. INVESCO AEROSPACE AND DEFENSE ETF		2024-09-10	2025-06-03
	14. INVESCO KBW BANK ETF		2023-04-11	2025-06-03
	3. JOHNSON & JOHNSON		2024-08-23	2025-06-03
	1. JOHNSON & JOHNSON		2024-08-23	2025-06-03
	1284. JPMORGAN CORE BOND FD CL I		2016-10-20	2025-06-03
	10. NATIONAL GRID PLC SHS ADR		2016-10-20	2025-06-03
	4. PNC FINCL SERVICES GROUP		2022-04-08	2025-06-03
	17. PFIZER INC		2021-04-21	2025-06-03
	3. PROLOGIS INC		2024-06-10	2025-06-03
	1. PROLOGIS INC		2024-06-10	2025-06-03
	15. SANOFI SPONSORED ADR		2023-01-12	2025-06-03
	1. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT		2020-08-12	2025-06-03
	7. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT		2020-11-30	2025-06-03
	4. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT		2021-01-12	2025-06-03
	9. SELECT SECTOR SPDR TR INDUSTRIAL SHS BEN INT		2021-01-12	2025-06-03
	12. STE STRT COMTN SR SLCT SCTR SPDR ETF		2020-05-12	2025-06-03
	5. TC ENERGY CORP		2020-06-23	2025-06-03
	5. TC ENERGY CORP		2025-01-07	2025-06-03
	9. TOTAL FINA ELF S A SPONSORED ADR		2022-02-10	2025-06-03
	3. TOTAL FINA ELF S A SPONSORED ADR		2022-02-18	2025-06-03
	5. TRUIST FINL CORP		2021-02-04	2025-06-03
	6. TRUIST FINL CORP		2021-02-04	2025-06-03
	8. US BANCORP DEL COM NEW		2021-03-08	2025-06-03
	8. US BANCORP DEL COM NEW		2021-03-08	2025-06-03
	6. VANECK SEMICONDUCTOR ETF		2022-10-31	2025-06-03
	4. VANECK SEMICONDUCTOR ETF		2023-04-11	2025-06-03
	2. VANECK SEMICONDUCTOR ETF		2022-09-27	2025-06-03
	21. VANGUARD FINANCIALS ETF		2020-04-21	2025-06-03
	10. VANGUARD INFORMATION TECH ETF		2020-05-12	2025-06-03
	2. VANGUARD INFORMATION TECH ETF		2020-03-12	2025-06-03
	4. VANGUARD INFORMATION TECH ETF		2020-04-14	2025-06-03
	5. VERIZON COMMUNICATIONS		2025-01-07	2025-06-03
	1. VERIZON COMMUNICATIONS		2016-11-16	2025-06-03
	9. VERIZON COMMUNICATIONS		2016-11-16	2025-06-03
	8. XCEL ENERGY INC COM		2023-09-12	2025-06-03
	52. AT&T INC		2022-07-05	2025-06-06
	10. AT&T INC		2022-10-31	2025-06-06
	17. AT&T INC		2023-04-04	2025-06-06
	4. GILEAD SCIENCES INC		2024-03-11	2025-06-06
	9. GILEAD SCIENCES INC		2024-03-08	2025-06-06
	7. PHILIP MORRIS INTL INC		2020-04-21	2025-06-06
	23. SOUTHERN CO		2020-10-21	2025-06-06
	24. AT&T INC		2023-04-13	2025-07-31
	59. AT&T INC		2023-04-04	2025-07-31
	1. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-06-16	2025-07-31
	26. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-02-24	2025-07-31
	2. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-02-23	2025-07-31
	4. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-06-15	2025-07-31
	16. GILEAD SCIENCES INC		2024-03-11	2025-07-31
	1. SOUTHERN CO		2020-10-21	2025-07-31
	12. SOUTHERN CO		2020-11-30	2025-07-31
	15. AT&T INC		2023-12-05	2025-08-08
	4. AT&T INC		2024-04-12	2025-08-08
	51. AT&T INC		2023-04-13	2025-08-08
	10. AT&T INC		2023-11-03	2025-08-08
	1. CANADIAN IMPERIAL BANK OF COMMERCE COM		2024-04-12	2025-08-08
	3. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-12-05	2025-08-08
	3. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-11-03	2025-08-08
	21. CANADIAN IMPERIAL BANK OF COMMERCE COM		2023-06-16	2025-08-08
	5. FIRST TRUST CLOUD COMPUTING ETF		2022-04-04	2025-08-12
	13. FIRST TRUST CLOUD COMPUTING ETF		2022-02-09	2025-08-12
	20. FIRST TRUST CLOUD COMPUTING ETF		2022-09-27	2025-08-12
	4. FIRST TRUST CLOUD COMPUTING ETF		2022-05-18	2025-08-12
	1. FIRST TRUST CLOUD COMPUTING ETF		2024-02-13	2025-08-12
	2. FIRST TRUST CLOUD COMPUTING ETF		2024-10-09	2025-08-12
	1. FIRST TRUST CLOUD COMPUTING ETF		2025-03-12	2025-08-12
	2. INVESCO KBW BANK ETF		2023-04-11	2025-08-12
	5. ISHARES NASDAQ BIOTECHNOLOGY ETF		2021-10-26	2025-08-12
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2021-03-09	2025-08-12
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2020-08-12	2025-08-12
	21. ISHARES U.S. HOME CONSTRUCTION ETF		2024-02-13	2025-08-12
	2. ISHARES TR U S INFRASTRUCTURE ETF		2023-07-19	2025-08-12
	1. PACER DATA & INFRA REAL ESTATE ETF		2022-09-27	2025-08-12
	5. SELECT SECTOR SPDR TR MATERIALS SHS BEN INT		2021-07-12	2025-08-12
	16. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2022-04-13	2025-08-12
	11. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2021-10-26	2025-08-12
	1. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2022-05-12	2025-08-12
	5. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2021-03-09	2025-08-12
	16. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2020-05-12	2025-08-12
	16. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2020-11-30	2025-08-12
	14. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT		2022-07-13	2025-08-12
	1. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT		2022-05-18	2025-08-12
	3. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2022-09-27	2025-08-12
	17. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2022-07-13	2025-08-12
	28. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2023-01-19	2025-08-12
	2. UNITED PARCEL SERVICE CL B		2023-11-03	2025-09-09
	1. UNITED PARCEL SERVICE CL B		2025-01-07	2025-09-09
	10. UNITED PARCEL SERVICE CL B		2023-03-07	2025-09-09
	10. UNITED PARCEL SERVICE CL B		2023-02-03	2025-09-09
	7. UNITED PARCEL SERVICE CL B		2022-06-15	2025-09-09
	10. UNITED PARCEL SERVICE CL B		2022-07-05	2025-09-09
	1. UNITED PARCEL SERVICE CL B		2023-12-05	2025-09-09
	4. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-10-01	2025-09-15
	17. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-09-12	2025-09-15
	2. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-08-14	2025-09-15
	10. LYONDELLBASELL INDUSTRIE		2023-03-30	2025-09-15
	18. LYONDELLBASELL INDUSTRIE		2023-03-29	2025-09-15
	4. LYONDELLBASELL INDUSTRIE		2023-01-12	2025-09-15
	5. LYONDELLBASELL INDUSTRIE		2023-04-04	2025-09-15
	11. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-10-02	2025-09-17
	3. MORGAN STANLEY DEAN WITTER DISCOVER & CO		2024-10-01	2025-09-17
	2. LYONDELLBASELL INDUSTRIE		2025-01-07	2025-09-17
	4. LYONDELLBASELL INDUSTRIE		2023-11-03	2025-09-17
	18. LYONDELLBASELL INDUSTRIE		2023-04-13	2025-09-17
	1. LYONDELLBASELL INDUSTRIE		2024-04-12	2025-09-17
	11. LYONDELLBASELL INDUSTRIE		2023-04-04	2025-09-17
	57. KENVUE INC		2023-10-19	2025-09-26
	3. KENVUE INC		2023-11-03	2025-09-26
	88. KENVUE INC		2023-11-21	2025-09-26
	7. KENVUE INC		2023-12-18	2025-09-26
	74. KENVUE INC		2023-12-18	2025-10-01
	69. KENVUE INC		2024-01-11	2025-10-01
	8. KENVUE INC		2025-01-07	2025-10-01
	3. ALEXANDRIA REAL ESTATE EQ INC COM		2024-10-10	2025-10-06
	8. ALEXANDRIA REAL ESTATE EQ INC COM		2024-08-26	2025-10-06
	1. ALEXANDRIA REAL ESTATE EQ INC COM		2024-08-23	2025-10-06
	22. WILLIAMS COS INC DEL COM		2022-01-19	2025-10-06
	9. ALEXANDRIA REAL ESTATE EQ INC COM		2024-09-12	2025-10-07
	5. ALEXANDRIA REAL ESTATE EQ INC COM		2024-08-26	2025-10-07
	9. ALEXANDRIA REAL ESTATE EQ INC COM		2024-09-13	2025-10-07
	1. ALEXANDRIA REAL ESTATE EQ INC COM		2024-09-25	2025-10-07
	10. WILLIAMS COS INC DEL COM		2022-01-19	2025-10-07
	1. ALEXANDRIA REAL ESTATE EQ INC COM		2024-10-10	2025-10-09
	12. ALEXANDRIA REAL ESTATE EQ INC COM		2024-09-25	2025-10-09
	11. ALEXANDRIA REAL ESTATE EQ INC COM		2024-11-21	2025-10-09
	13. ALEXANDRIA REAL ESTATE EQ INC COM		2024-10-11	2025-10-09
	16. WILLIAMS COS INC DEL COM		2023-08-01	2025-10-09
	3. WILLIAMS COS INC DEL COM		2022-01-19	2025-10-09
	10. WILLIAMS COS INC DEL COM		2023-11-03	2025-10-09
	3. WILLIAMS COS INC DEL COM		2023-12-05	2025-10-09
	3. WILLIAMS COS INC DEL COM		2024-04-12	2025-10-09
	10. JOHNSON & JOHNSON		2024-08-23	2025-10-13
	27. VERIZON COMMUNICATIONS		2017-05-19	2025-10-13
	1. VERIZON COMMUNICATIONS		2018-06-29	2025-10-13
	21. VERIZON COMMUNICATIONS		2019-10-07	2025-10-13
	25. VERIZON COMMUNICATIONS		2020-02-20	2025-10-13
	12. VERIZON COMMUNICATIONS		2017-07-14	2025-10-13
	1. VERIZON COMMUNICATIONS		2019-04-26	2025-10-13
	5. VERIZON COMMUNICATIONS		2017-05-19	2025-10-13
	1. VERIZON COMMUNICATIONS		2025-07-02	2025-10-13
	3. VERIZON COMMUNICATIONS		2025-01-07	2025-10-13
	5. ABBVIE INC SHS		2020-11-30	2025-10-16
	14. BANK MONTREAL QUE COM		2024-10-02	2025-10-16
	8. JOHNSON & JOHNSON		2024-08-23	2025-10-16
	1. JOHNSON & JOHNSON		2024-10-10	2025-10-16
	3. ABBVIE INC SHS		2022-10-31	2025-11-05
	3. ABBVIE INC SHS		2020-11-30	2025-11-05
	1. ABBVIE INC SHS		2023-11-03	2025-11-05
	1. AMERICAN ELEC PWR INC		2022-10-31	2025-11-05
	3. AMERICAN ELEC PWR INC		2021-06-29	2025-11-05
	2. AMERICAN ELEC PWR INC		2022-11-02	2025-11-05
	2. AMERICAN ELEC PWR INC		2022-11-03	2025-11-05
	1. BANK MONTREAL QUE COM		2024-10-02	2025-11-05
	1. BANK MONTREAL QUE COM		2024-10-11	2025-11-05
	4. BANK MONTREAL QUE COM		2024-10-10	2025-11-05
	55. HUNTINGTON BANCSHARES INC COM		2019-03-25	2025-11-05
	3. VERIZON COMMUNICATIONS		2020-02-20	2025-11-05
	27. VERIZON COMMUNICATIONS		2025-09-15	2025-11-05
	13. XCEL ENERGY INC COM		2023-10-19	2025-11-05
	3. XCEL ENERGY INC COM		2023-09-12	2025-11-05
	4. AMERICAN ELEC PWR INC		2022-11-03	2025-11-06
	4. BANK MONTREAL QUE COM		2024-10-11	2025-11-06
	46. HUNTINGTON BANCSHARES INC COM		2019-03-25	2025-11-06
	1. COCA COLA CO		2023-03-07	2025-11-10
	4. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896		2024-07-24	2025-11-10
	1. DUKE ENERGY CORP NEW		2018-04-06	2025-11-10
	4. FIDELITY MSCI UTILITIES INDEX		2022-07-13	2025-11-10
	3. FIRST TR NASDAQ CYBERSECURITY ETF		2025-08-12	2025-11-10
	3. GSK PLC SHS ADR		2025-04-08	2025-11-10
	7. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2021-10-26	2025-11-10
	3. INVESCO AEROSPACE AND DEFENSE ETF		2024-09-10	2025-11-10
	6. INVESCO KBW BANK ETF		2023-04-11	2025-11-10
	4. INVESCO KBW BANK ETF		2023-07-19	2025-11-10
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2021-10-26	2025-11-10
	4. ISHARES NASDAQ BIOTECHNOLOGY ETF		2021-11-17	2025-11-10
	3. ISHARES TR U S INFRASTRUCTURE ETF		2023-07-19	2025-11-10
	5. PPL CORP		2016-10-20	2025-11-10
	2. REALTY INCOME CORP COM		2021-06-29	2025-11-10
	11. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2025-07-16	2025-11-10
	9. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT		2025-07-16	2025-11-10
	4. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT		2021-01-12	2025-11-10
	3. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT		2021-03-09	2025-11-10
	3. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2023-01-19	2025-11-10
	10. STE STRT COMTN SR SLCT SCTR SPDR ETF		2020-05-12	2025-11-10
	3. TC ENERGY CORP		2020-06-23	2025-11-10
	4. VANECK SEMICONDUCTOR ETF		2023-04-11	2025-11-10
	13. VANECK SEMICONDUCTOR ETF		2023-07-19	2025-11-10
	12. VANGUARD INFORMATION TECH ETF		2020-05-12	2025-11-10
	1. WEC ENERGY GROUP INC SHS		2024-07-24	2025-11-10
	7. AMERICAN ELEC PWR INC		2022-11-03	2025-11-26
	7. AMERICAN ELEC PWR INC		2023-01-31	2025-11-26
	1. AMGEN INC COM		2024-03-26	2025-11-26
	1. AMGEN INC COM		2023-11-03	2025-11-26
	3. AMGEN INC COM		2023-07-13	2025-11-26
	3. GILEAD SCIENCES INC		2024-04-12	2025-11-26
	4. GILEAD SCIENCES INC		2024-05-07	2025-11-26
	5. GILEAD SCIENCES INC		2024-03-11	2025-11-26
	50. GSK PLC SHS ADR		2025-04-08	2025-11-26
	4. HUNTINGTON BANCSHARES INC COM		2019-03-25	2025-11-26
	2. HUNTINGTON BANCSHARES INC COM		2019-04-26	2025-11-26
	118. HUNTINGTON BANCSHARES INC COM		2019-08-28	2025-11-26
	1. JOHNSON & JOHNSON		2024-10-10	2025-11-26
	9. JOHNSON & JOHNSON		2024-09-12	2025-11-26
	1. JOHNSON & JOHNSON		2025-07-02	2025-11-26
	1. JOHNSON & JOHNSON		2024-10-10	2025-11-26
	.4 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-11-10	2025-12-12
	.8001 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-11-06	2025-12-12
	.0728 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-12-10	2025-12-12
	5.4006 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-11-05	2025-12-12
	7.6008 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-10-16	2025-12-12
	2.8003 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-10-14	2025-12-12
	3.9254 MAGNUM (THE) ICE CREAM CO B.V. REGIST		2025-10-13	2025-12-12
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	198	179	19
b	726	577	149
c	168	111	57
d	800	713	87
e	237	200	37
	866	832	34
	5,898	4,274	1,624
	553	412	141
	2,302	1,534	768
	1,218	545	673
	161	167	-6
	250	97	153
	241	103	138
	241	105	136
	1,906	1,702	204
	1,823	1,187	636
	784	693	91
	231	235	-4
	554	565	-11
	305	380	-75
	381	475	-94
	114	144	-30
	610	790	-180
	1,238	592	646
	1,716	1,279	437
	702	565	137
	1,373	857	516
	1,204	653	551
	109	77	32
	766	540	226
	267	196	71
	935	675	260
	1,507	1,236	271
	350	313	37
	114	110	4
	289	306	-17
	182	177	5
	61	70	-9
	1,015	712	303
	722	668	54
	1,835	991	844
	124	128	-4
	1,036	471	565
	1,333	1,252	81
	746	754	-8
	635	429	206
	318	214	104
	874	586	288
	139	131	8
	1,390	1,299	91
	417	371	46
	538	777	-239
	538	880	-342
	943	1,023	-80
	1,538	1,677	-139
	1,353	1,099	254
	104	78	26
	208	164	44
	208	154	54
	728	654	74
	1,748	1,603	145
	326	171	155
	163	84	79
	816	345	471
	653	346	307
	285	440	-155
	912	1,479	-567
	627	956	-329
	482	422	60
	96	108	-12
	48	49	-1
	1,736	1,735	1
	2,530	1,296	1,234
	1,746	1,518	228
	1,571	1,320	251
	1,093	636	457
	756	480	276
	1,737	864	873
	182	169	13
	1,956	2,151	-195
	1,572	1,320	252
	2,045	1,223	822
	164	104	60
	164	101	63
	164	99	65
	1,198	902	296
	499	423	76
	1,013	450	563
	675	346	329
	565	247	318
	411	338	73
	582	473	109
	215	182	33
	215	183	32
	650	557	93
	280	318	-38
	420	477	-57
	47	36	11
	661	503	158
	416	487	-71
	208	244	-36
	674	442	232
	16	14	2
	493	382	111
	1,213	988	225
	930	587	343
	465	490	-25
	155	163	-8
	13,045	15,305	-2,260
	714	683	31
	706	735	-29
	399	673	-274
	328	333	-5
	109	111	-2
	742	737	5
	216	144	72
	1,512	1,098	414
	864	673	191
	1,292	812	480
	1,220	626	594
	256	204	52
	256	244	12
	543	534	9
	181	173	8
	199	267	-68
	238	321	-83
	355	431	-76
	355	431	-76
	1,490	572	918
	993	512	481
	497	193	304
	2,593	1,100	1,493
	6,210	2,546	3,664
	1,242	412	830
	2,484	936	1,548
	219	246	-27
	44	47	-3
	395	427	-32
	554	458	96
	1,454	1,089	365
	280	183	97
	475	332	143
	446	303	143
	1,004	676	328
	1,271	525	746
	2,025	1,358	667
	661	476	185
	1,625	1,151	474
	72	44	28
	1,859	1,180	679
	143	91	52
	286	175	111
	1,841	1,211	630
	95	59	36
	1,134	724	410
	423	256	167
	113	66	47
	1,437	1,012	425
	282	159	123
	73	48	25
	218	126	92
	218	114	104
	1,524	927	597
	597	465	132
	1,551	1,249	302
	2,387	1,227	1,160
	477	271	206
	119	93	26
	239	209	30
	119	107	12
	148	84	64
	666	804	-138
	266	304	-38
	266	267	-1
	2,202	2,142	60
	102	80	22
	31	29	2
	445	416	29
	2,091	2,210	-119
	1,437	1,452	-15
	131	126	5
	653	575	78
	2,091	1,628	463
	2,091	1,755	336
	1,157	1,009	148
	83	74	9
	255	212	43
	1,447	1,168	279
	2,383	2,508	-125
	169	289	-120
	84	127	-43
	843	1,836	-993
	843	1,916	-1,073
	590	1,250	-660
	843	1,835	-992
	84	155	-71
	631	417	214
	2,681	1,646	1,035
	315	196	119
	539	924	-385
	970	1,647	-677
	216	371	-155
	270	466	-196
	1,724	1,153	571
	470	313	157
	107	149	-42
	213	372	-159
	960	1,719	-759
	53	103	-50
	587	1,026	-439
	926	1,143	-217
	49	59	-10
	1,429	1,757	-328
	114	147	-33
	1,201	1,557	-356
	1,120	1,492	-372
	130	170	-40
	240	364	-124
	641	967	-326
	80	120	-40
	1,402	614	788
	713	1,086	-373
	396	605	-209
	713	1,102	-389
	79	124	-45
	635	279	356
	75	114	-39
	902	1,488	-586
	827	1,148	-321
	978	1,506	-528
	1,014	527	487
	190	84	106
	634	349	285
	190	108	82
	190	115	75
	1,903	1,633	270
	1,070	1,224	-154
	40	50	-10
	833	1,267	-434
	991	1,452	-461
	476	524	-48
	40	56	-16
	198	227	-29
	40	48	-8
	119	148	-29
	1,134	525	609
	1,775	1,284	491
	1,538	1,306	232
	192	166	26
	651	436	215
	651	315	336
	217	143	74
	120	88	32
	359	254	105
	240	177	63
	240	176	64
	123	92	31
	123	93	30
	491	364	127
	844	678	166
	119	174	-55
	1,072	1,341	-269
	1,055	772	283
	243	172	71
	478	353	125
	491	371	120
	706	567	139
	70	60	10
	381	517	-136
	122	78	44
	230	179	51
	228	216	12
	140	103	37
	335	194	141
	461	329	132
	467	252	215
	311	180	131
	317	321	-4
	634	617	17
	157	120	37
	182	168	14
	112	127	-15
	1,609	1,487	122
	1,316	1,272	44
	951	673	278
	713	487	226
	269	269
	1,126	521	605
	159	122	37
	1,419	512	907
	4,612	2,078	2,534
	9,264	3,055	6,209
	111	84	27
	858	617	241
	858	653	205
	343	283	60
	343	266	77
	1,030	681	349
	382	205	177
	509	263	246
	636	379	257
	2,408	1,708	700
	65	49	16
	33	27	6
	1,925	1,519	406
	207	166	41
	1,866	1,475	391
	207	164	43
	207	161	46
	6	6
	13	13
	1		1
	85	86	-1
	119	123	-4
	44	44
	62	62
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93
			93

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			19
b			149
c			57
d			87
e			37
			34
			1,624
			141
			768
			673
			-6
			153
			138
			136
			204
			636
			91
			-4
			-11
			-75
			-94
			-30
			-180
			646
			437
			137
			516
			551
			32
			226
			71
			260
			271
			37
			4
			-17
			5
			-9
			303
			54
			844
			-4
			565
			81
			-8
			206
			104
			288
			8
			91
			46
			-239
			-342
			-80
			-139
			254
			26
			44
			54
			74
			145
			155
			79
			471
			307
			-155
			-567
			-329
			60
			-12
			-1
			1
			1,234
			228
			251
			457
			276
			873
			13
			-195
			252
			822
			60
			63
			65
			296
			76
			563
			329
			318
			73
			109
			33
			32
			93
			-38
			-57
			11
			158
			-71
			-36
			232
			2
			111
			225
			343
			-25
			-8
			-2,260
			31
			-29
			-274
			-5
			-2
			5
			72
			414
			191
			480
			594
			52
			12
			9
			8
			-68
			-83
			-76
			-76
			918
			481
			304
			1,493
			3,664
			830
			1,548
			-27
			-3
			-32
			96
			365
			97
			143
			143
			328
			746
			667
			185
			474
			28
			679
			52
			111
			630
			36
			410
			167
			47
			425
			123
			25
			92
			104
			597
			132
			302
			1,160
			206
			26
			30
			12
			64
			-138
			-38
			-1
			60
			22
			2
			29
			-119
			-15
			5
			78
			463
			336
			148
			9
			43
			279
			-125
			-120
			-43
			-993
			-1,073
			-660
			-992
			-71
			214
			1,035
			119
			-385
			-677
			-155
			-196
			571
			157
			-42
			-159
			-759
			-50
			-439
			-217
			-10
			-328
			-33
			-356
			-372
			-40
			-124
			-326
			-40
			788
			-373
			-209
			-389
			-45
			356
			-39
			-586
			-321
			-528
			487
			106
			285
			82
			75
			270
			-154
			-10
			-434
			-461
			-48
			-16
			-29
			-8
			-29
			609
			491
			232
			26
			215
			336
			74
			32
			105
			63
			64
			31
			30
			127
			166
			-55
			-269
			283
			71
			125
			120
			139
			10
			-136
			44
			51
			12
			37
			141
			132
			215
			131
			-4
			17
			37
			14
			-15
			122
			44
			278
			226

			605
			37
			907
			2,534
			6,209
			27
			241
			205
			60
			77
			349
			177
			246
			257
			700
			16
			6
			406
			41
			391
			43
			46


			1
			-1
			-4

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	46,396
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,065
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	1,065
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	1,065
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	1,196
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,196
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	131
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax131	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532PENNINGTONNJ ZIP+408534

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
BANK OF AMERICA N A	TRUSTEE 2	19,014
PO BOX 1532 PENNINGTON,NJ08534	TRUSTEE 2	19,014

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,302,260

Average of monthly cash balances.......................

10,673

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

1,312,933

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,312,933

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

19,694

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,293,239

Minimum investment return. Enter 5% (0.05) of line 5 ................

64,662

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.)

Minimum investment return from Part IX, line 6..................

64,662

Tax on investment income for 2025 from Part V, line 5 .......

1,065

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,065

Distributable amount before adjustments. Subtract line 2c from line 1............

63,597

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

63,597

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

63,597

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

56,506

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

56,506

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					63,597
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				48,900
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	0
b From 2021......	0
c From 2022......	0
d From 2023......	0
e From 2024......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 56,506
a Applied to 2024, but not more than line 2a				48,900
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.....					7,606
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					55,991
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	0
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	0

Form 990-PF (2025)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Memorial Park Presbyterian 8800 PEEBLES ROAD Allison Park,PA151012716	NONE		UNRESTRICTED GENERAL	48,900
Total ................................. 3a				48,900

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	42,582
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	46,396
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) ..				88,978

13Total. Add line 12, columns (b), (d), and (e)..................

88,978

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Stock	End of Year Book Value	End of Year Fair Market Value
756109104 REALTY INCM CRP MD P	10,407	10,259
842587107 SOUTHERN COMPANY	2,696	3,488
00287Y109 ABBVIE INC SHS	9,060	11,653
136069101 CANADIAN IMPERIAL BA
446150104 HUNTNGTN BANCSHS INC	4,063	5,309
00206R102 AT&T INC
110448107 BRITISH AMN TOBACO S	11,383	14,778
718172109 PHILIP MORRIS INTL I	8,039	10,426
494368103 KIMBERLY CLARK	9,184	6,961
92343V104 VERIZON COMMUNICATNS	10,612	9,042
26441C204 DUKE ENERGY CORP NEW	7,486	9,377
636274409 NATIONAL GRID PLC SH	13,672	16,476
69351T106 PPL CORPORATION	5,620	6,093
29250N105 ENBRIDGE INC	12,493	15,640
717081103 PFIZER INC	18,604	14,069
031162100 AMGEN INC COM	10,557	12,438
87807B107 TC ENERGY CORP	7,064	10,122
375558103 GILEAD SCIENCES INC	2,657	4,664
025537101 AMN ELEC POWER CO	5,084	6,457
89832Q109 TRUIST FINL CORP	13,214	13,287
89151E109 TOTAL FINA ELF S.A.
902973304 US BANCORP	14,071	15,955
969457100 WILLIAMS COS INC/THE
911312106 UNITED PARCEL SERVIC
693475105 PNC FINCL SERVICES G	12,195	15,446
G0250X107 AMCOR PLC REG SHS	11,153	9,299
N53745100 LYONDELLBASELL INDUS
166764100 CHEVRON CORP	13,537	13,260
191216100 COCA COLA COM	3,895	4,544
29364G103 ENTERGY CORP
49177J102 KENVUE INC
704326107 PAYCHEX INC	8,880	8,301
80105N105 SANOFI ADR	13,116	12,745
98389B100 XCEL ENERGY INC	9,317	11,965
015271109 ALEXANDRIA REAL ESTA
063671101 BANK OF MONTREAL	5,165	7,138
110122108 BRISTOL-MYERS SQUIBB
25243Q205 DIAGEO PLC SPSD ADR	6,942	4,572
30231G102 EXXON MOBIL CORP	12,731	13,478
478160104 JOHNSON AND JOHNSON	7,628	9,934
617446448 MORGAN STANLEY
713448108 PEPSICO INC	13,001	11,625
74340W103 PROLOGIS INC	13,726	14,809
92939U106 WEC ENERGY GROUP INC	3,996	4,851
12572Q105 CME GROUP INC	9,076	9,285
02209S103 ALTRIA GROUP INC	5,298	4,670
337932107 FIRSTENERGY CORP	10,050	10,700
58933Y105 MERCK AND CO INC SHS	4,425	4,421
37733W204 GSK PLC SHS	7,040	9,318
904767803 UNILEVER PLC	6,392	6,409
F92124100 TOTALENERGIES SE	14,892	17,075
882508104 TEXAS INSTRUMENTS	4,147	4,337

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
81369Y100 MATERIALS SELECT SEC	AT COST	3,161	3,447
92204A405 VANGUARD FINANCIALS	AT COST	31,183	52,195
92204A702 VANGUARD INFORMATION	AT COST	45,408	96,484
464287556 ISHARES NASDAQ BIOTE	AT COST	3,764	4,894
81369Y407 CONSUMER DISCRETIONA	AT COST	26,906	38,689
4812C0381 JPMORGAN CORE BOND F	AT COST	589,946	531,253
81369Y209 HEALTH CARE SELECT S	AT COST	23,943	27,864
81369Y704 INDUSTRIAL SELECT SE	AT COST	13,406	19,545
81369Y308 CONSUMER STAPLES SEL	AT COST	16,309	17,167
81369Y506 ENERGY SELECT SECTOR	AT COST	3,957	3,934
81369Y852 COMM SERVICES SELECT	AT COST	22,138	40,967
81369Y860 REAL ESTATE SELECT S	AT COST	6,751	7,223
69374H741 PACER BENCHMARK DATA	AT COST	576	573
316092865 FIDELITY MSCI UTILIT	AT COST	5,795	6,571
33734X192 FIRST TRUST CLOUD CO
37954Y673 GLOBAL X FUNDS SHS U	AT COST	6,659	9,606
92189F676 VANECK VECTORS SEMIC	AT COST	18,968	32,772
46138E628 INVESCO KBW BANK ETF	AT COST	8,950	13,571
46435U713 ISHARES TR	AT COST	5,790	6,893
46137V100 INVESCO AEROSPACE &	AT COST	7,301	9,711
464288752 ISHARES U.S. HOME CO	AT COST	7,620	6,645
09248U213 BLACKROCK LIQUIDITY	AT COST	2,012	2,012
33734X846 FIRST TR NASDAQ CYBE	AT COST	4,396	4,358

Category	Amount	Net Investment Income
FOREIGN TAXES	644	644
EXCISE TAX - PRIOR YEAR	679	0
FEDERAL ESTIMATES - PRINCIPAL	1,196	0

Description	Amount
INCOME ADJUSTMENT	39
COST BASIS ADJUSTMENT	292