2026-09-04T13:13:15-05:00 2025-12-31 030498867 LOVETT BOOKMAN HARMON MARKS LLP 1001 LIBERTY AVENUE SUITE 1150 PITTSBURGH PA 15222 990PF 2025-01-01 311536438 THE ARNOLD D AND WINIFRED W PALMER FOUNDATION ARNO 4123922509 1001 LIBERTY AVENUE 1150 PITTSBURGH PA 15222 MARGARET A PALMER PRESIDENT 4123922509 2026-09-04 1 MATTHEW J WILKING P01681421 4123922220 2025 X 3975435 X X 110251 110251 40153 1935805 40153 695 695 151099 151099 0 0 0 5229 0 5229 481 481 0 5710 481 5229 150000 150000 155710 481 155229 -4611 150618 24494 44183 44183 1361103 1589452 1948021 1489228 1177682 1179241 598895 689789 803990 3473720 3501106 3975435 0 0 X 3473720 3501106 0 0 0 0 3473720 3501106 3473720 3501106 3473720 -4611 31997 3501106 0 3501106 MORGAN STANLEY SHORT TERM SALES P 2025-01-01 2025-12-31 645518 655938 -10420 -10420 MORGAN STANLEY LONG TERM SALES P 2024-12-30 2025-12-31 1261906 1239714 22192 22192 CAPITAL GAINS DIVIDENDS P 28381 28381 28381 40153 2094 0 2094 0 2094 2080 0 2500 0 4580 0 2486 2486 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ROBERT LANG 4123922220 1001 LIBERTY AVE STE 1150 PITTSBURGH PA 15222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET A PALMER 1501 MORELAND AVENUE DURHAM NC 27707 PRESIDENT 1.00 0 0 0 AMY P SAUNDERS 9031 BAY HILL BOULEVARD ORLANDO FL 32819 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3786907 52883 0 3839790 0 0 3839790 57597 3782193 189110 189110 2094 2094 187016 0 187016 0 187016 155229 0 155229 187016 139711 0 0 155229 139711 0 0 15518 0 0 0 0 0 0 0 0 171498 0 0 0 X ADAMS MEMORIAL LIBRARY 1112 LIGONIER ST LATROBE PA 15650 NONE PC PALMER SUMMER READING PROGRAM 20000 CASA OF WESTMORELAND COUNTY 2 NORTH MAIN STREET GREENSBURG PA 15601 NONE PC GENERAL OPERATING SUPPORT 20000 FORT LIGONIER 200 SOUTH MARKET STREET LIGONIER PA 15658 NONE PC EDUCATIONAL PROGRAMS AND PRESERVATION 10000 GLSD ART CONSERVATION TRUST 1816 LINCOLN AVE LATROBE PA 15650 NONE PC GENERAL OPERATING SUPPORT 5000 LATROBE PRESBYTERIAN CHURCH 97 HI ACRE DIVE LIGONIER PA 15658 NONE PC UNITY CHAPEL OPERATING SUPPORT 10000 LINCOLN HIGHWAY HERITAGE CORRIDOR 3435 STATE ROUTE 30 EAST LATROBE PA 15650 NONE PC PUBLIC GOOD AND PRESERVATION 5000 ST VINCENT COLLEGE 300 FRASER PURCHASE ROAD LATROBE PA 15650 NONE PC PALMER SCHOLARSHIP FUND 50000 WESTMORELAND COUNTY AIRPORT AUTHORITY 148 AVIATION LANE SUITE 103 LATROBE PA 15650 NONE PC WESTMORELAND COUNTY AIR SHOW 10000 YOUNGSTOWN VOLUNTEER FIRE DEPT PO BOX 283 YOUNGSTOWN PA 15696 NONE PC GENERAL OPERATING SUPPORT 20000 150000 0 14 110251 01 695 18 40153 0 151099 0 151099 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION INTENDS TO MAKE A SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF THE 2015 EXCESS DISTRIBUTIONS. THE FOUNDATION ELECTS TO OVERRIDE THE SECOND STEP OF THE NORMAL CREDIT SEQUENCING SO THAT THE EXCESS DISTRIBUTIONS IN 2015 WILL BE ALLOCATED TO THE 2013 UNDISTRIBUTED INCOME. CORPORATE BONDS/ GOV'T SECS 1177682 1179241 COMMON/PREFERRED STOCKS 1589452 1948021 EXCHANGE TRADED/CLOSED END FUNDS AT COST 414789 433307 MUTUAL FUNDS AT COST 275000 370683 LEGAL FEES 5229 0 5229 ENERGY TRANSFER LP K1 -1560 -1560 -1560 MORGAN STANLEY 2255 2255 2255 COST BASIS ADJUSTMENTS 31997 FOREIGN TAX 481 481 0