2026-05-08T14:01:38-05:00 2025-12-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990PF 2025-01-01 236292772 THE C K WILLIAMS FDN INV ADV ACCT WILL 2155533344 PO BOX 185 PITTSBURGH PA 152300185 ANN COFFIN PRESIDENT 2155533344 2026-05-08 true DANIEL WALTMAN P01233408 4123556000 2026-05-08 X 2025 2025-03-06 01:10:19Z X 11931139 X 194484 194484 885450 1023748 885450 0 1079934 1079934 0 0 0 0 0 0 60114 36069 24046 0 15894 0 0 0 0 0 0 0 150 150 76158 36069 0 24196 632500 632500 708658 36069 0 656696 371276 1043865 0 528135 458303 458303 0 0 0 2013461 2455778 11472836 2541596 2914081 11931139 0 X 2541596 2914081 2541596 2914081 2541596 2914081 2541596 371276 1211 2914083 2 2914081 7500. BANK OF AMERICA CORP 2016-02-09 2025-07-14 351763 93341 258422 258422 628. DOW INC. 2009-11-02 2025-07-14 17755 14654 3101 3101 200. MICROSOFT CORPORATION 2011-03-08 2025-07-14 100584 5164 95420 95420 1400. ALPHABET INC/CA-CL A 2011-03-08 2025-12-23 439621 20736 418885 418885 375. APPLE INC 2009-11-02 2025-12-23 101647 2537 99110 99110 250. SOLSTICE ADVANCED MATERI-W/I 2004-03-15 2025-12-23 12378 1866 10512 10512 885450 14510 0 14510 0 14510 9100 0 0 9100 0 5410 0 0 false false false false false false false true true PA true false false false false true BNY MELLON NA 2155533344 PO BOX 185 PITTSBURGH PA 152300185 false false false false false false false false false false false false false false false false false false false false false CHARLES KAUFMAN WILLIAMS II 1820 RITTENHOUSE SQUARE APT 901 Philadelphia PA 19103 DIRECTOR 1 0 JOAN WILLIAMS RHAME 4800 FILMORE AVENUE 208 ALEXANDRIA VA 22311 DIRECTOR 1 0 LUCY STREET RHAME 508 S FAIRFAX STREET Alexandria VA 22314 DIRECTOR 1 0 ANN RHAME COFFIN 255 WOODLAND ROAD Chestnut Hill MA 02467 PRESIDENT 1 0 NONE 0 NONE 0 10901545 257883 0 11159428 0 0 11159428 167391 10992037 549602 549602 14510 14510 535092 0 535092 0 535092 656696 0 0 0 0 656696 535092 211404 0 0 0 0 0 0 0 656696 211404 0 0 445292 0 0 0 0 0 0 0 0 89800 0 0 0 0 0 0 0 0 NONE NONE X NATIVE PLANT TRUST 180 HEMENWAY RD FRAMINGHAM MA 01701 NONE PC GENERAL OPERATING 25000 FRIENDS OF THE NATIONAL ARBORETUM 3501 NEW YORK AVE NE WASHINGTON DC 20002 NONE PC GENERAL OPERATING 25000 MASS HORTICULTURAL SOCIETY 900 WASHINGTON ST WELLESLEY MA 02482 NONE PC GENERAL OPERATING 5000 ARNOLD ARBORETUM 241 PERKINS ST UNIT K601 JAMAICA PLAIN MA 02130 NONE PC GENERAL OPERATING 10000 BRIDGEPORT HOSPITAL 267 GRANT ST BRIDGEPORT CT 06610 NONE PC GENERAL OPERATING 130000 THE GARDEN CLUB OF AMERICA 14 EAST 60TH STREET NEW YORK NY 100221006 NONE PC GENERAL OPERATING 5000 YOUNG CONCERT ARTISTS 1776 SOUTH BROADWAY STE 1500 NEW YORK NY 10019 NONE PC GENERAL OPERATING 25000 OLANA PARTNERSHIP 5720 ROUTE 9G HUDSON NY 12534 NONE PC GENERAL OPERATING 50000 ENVIRONMENT AMERICA 1543 WAZEE ST STE 410 DENVER CO 80202 NONE PC GENERAL OPERATING 10000 DECORATIVE ARTS TRUST 206 WEST STATE STREET 3RD FLOOR MEDIA PA 190633105 NONE PC GENERAL OPERATING 25000 WASHINGTON WINTER SHOW INC 1333 H STREET NW WASHINGTON DC DC 200054707 NONE PC GENERAL OPERATING 5000 GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVE VERO BEACH FL 32967 NONE PC GENERAL OPERATING 50000 NO KID HUNGRY - SHARE OUT STRENGTH 1401 MASSACHUSETTS AVE NW STE 400 WASHINGTON DC 20005 NONE PC GENERAL OPERATING 75000 HILLWOOD ESTATE MUSEUM & GARDENS 4155 LINNEAN AVE NW WASHINGTON DC DC 200083806 NONE PC GENERAL OPERATING 25000 MOUNTAIN TOP ARBORETUM 4 MAUDE ADAMS RD TANNERSVILLE NY 12485 NONE PC GENERAL OPERATING 125000 THE OETTMEIER FOUNDATION PO BOX 278 FARGO GA 31631 NONE PC GENERAL OPERATING 10000 SMITHSONIAN AMERICAN ART MUSEUM MRC 970 PO BOX 37012 WASHINGTON DC DC 20013 NONE PC GENERAL OPERATING 25000 MOUNT VERNON LADIES ASSOCIATION 3200 MOUNT VERNON MEMORIAL HWY ALEXANDRIA VA 22309 NONE PC GENERAL OPERATING 7500 632500 14 194484 18 885450 1079934 1079934 false false false false false false false false false false 037833100 APPLE INC AT COST 27301 1096955 254687106 WALT DISNEY CO/THE AT COST 97540 113770 30231G102 EXXON MOBIL CORP AT COST 33774 318901 68389X105 ORACLE CORPORATION AT COST 30200 487275 416515104 THE HARTFORD INSURAN AT COST 111067 344500 594918104 MICROSOFT CORPORATIO AT COST 52931 991421 92343V104 VERIZON COMMUNICATIO AT COST 50312 61095 00287Y109 ABBVIE INC AT COST 20158 228490 009158106 AIR PRODS & CHEMS IN AT COST 45451 135861 20030N101 COMCAST CORP CL A AT COST 179756 134505 002824100 ABBOTT LABORATORIES AT COST 18589 125290 023135106 AMAZON COM INC AT COST 92529 577050 438516106 HONEYWELL INTL INC AT COST 29814 195090 478160104 JOHNSON & JOHNSON AT COST 50765 206950 65339F101 NEXTERA ENERGY INC AT COST 101306 594072 02079K305 ALPHABET INC/CA-CL A AT COST 53322 1126800 03027X100 AMERICAN TOWER CORP- AT COST 249396 302858 191216100 COCA - COLA CO AT COST 15479 132829 30303M102 META PLATFORMS INC AT COST 175090 660090 742718109 PROCTER & GAMBLE CO AT COST 51915 143310 437076102 HOME DEPOT INC AT COST 44409 609057 713448108 PEPSICO INC AT COST 25808 71760 717081103 PFIZER INC AT COST 5208 394939 060505104 BANK OF AMERICA CORP 494368103 KIMBERLY CLARK CORP AT COST 29141 50445 02079K107 ALPHABET INC-CL C AT COST 37024 784500 260557103 DOW INC. 46625H100 J P MORGAN CHASE & C AT COST 93169 322220 929089100 VOYA FINANCIAL INC AT COST 87609 148980 14448C104 CARRIER GLOBAL CORP AT COST 15244 105680 75513E101 RTX CORPORATION AT COST 50856 366800 11135F101 BROADCOM INC AT COST 110366 138440 22788C105 CROWDSTRIKE HOLDINGS AT COST 95179 93752 252131107 DEXCOM INC AT COST 93716 73007 609839105 MONOLITHIC PWR SYS I AT COST 107842 135954 67066G104 NVIDIA CORP AT COST 98975 111900 816851109 SEMPRA ENERGY AT COST 74537 88290 ROUNDING 2 OTHER NON-ALLOCABLE EXPENSE - 150 0 150 MUTUAL FUND TIMING ADJ 1211 INVESTMENT MANAGEMENT FEES 60114 36069 24046 FEDERAL TAX PAYMENT - PRIOR YE 6794 0 0 FEDERAL ESTIMATES - PRINCIPAL 9100 0 0