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
CAROLYN AND MICHAEL M MINCHIN JR
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 3331 PURDUE AVE
  Room/suite
City or town
LOS ANGELES
State or province
CA
Country  
ZIP or foreign postal code
900661321
A Employer identification number

95-4627186
B Telephone number (see instructions)

3105917556
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,057,203J 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... 40,177 40,177  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 167,197
b Gross sales price for all assets on line 6a 474,106
7 Capital gain net income (from Part IV, line 2)... 167,197
8 Net short-term capital gain.........  
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........ 207,374 207,374  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,150 0   6,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,728 8,728   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,830 926   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
141 0   141
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,849 9,654   6,291
25 Contributions, gifts, grants paid....... 210,640 210,640
26 Total expenses and disbursements. Add lines 24 and 25 ................ 232,489 9,654   216,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,115
b Net investment income (if negative, enter -0-) 197,720
c Adjusted net income (if negative, enter -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............. 7,573 9,738 9,738
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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).......... 1,818,832 Click to see attachment
List of Attached Documents:
// Content
1,791,552 		2,047,465
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) 1,826,405 1,801,290 2,057,203
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,826,405 1,801,290
29 Total net assets or fund balances (see instructions)..... 1,826,405 1,801,290
30 Total liabilities and net assets/fund balances (see instructions). 1,826,405 1,801,290
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,826,405
2
Enter amount from Part I, line 27a .....................
2
-25,115
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,801,290
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,801,290
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 AB DISCOVERY GRWTH FUND- AD   2018-12-13 2025-01-07
b AB DISCOVERY GRWTH FUND- AD   2019-08-06 2025-01-07
c AB DISCOVERY GRWTH FUND- AD   2019-09-04 2025-01-07
d AB DISCOVERY VALUE-ADV   2019-03-12 2025-01-07
e AB DISCOVERY VALUE-ADV   2019-06-25 2025-01-07
AB DISCOVERY VALUE-ADV   2019-08-12 2025-01-07
AB DISCOVERY VALUE-ADV   2018-12-17 2025-01-07
AB EMERGING MARKETS PORT   2015-03-17 2025-12-15
AB EMERGING MARKETS PORT   2013-12-10 2025-10-02
AB EMERGING MARKETS PORT   2014-12-09 2025-10-02
AB EMERGING MARKETS PORT   2015-03-17 2025-10-02
AB EMERGING MARKETS PORT   2013-07-03 2025-08-26
AB EMERGING MARKETS PORT   2013-12-10 2025-08-26
AB EMERGING MARKETS PORT   2013-07-03 2025-06-24
AB EMERGING MARKETS PORT   2013-07-03 2025-05-20
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-10-01 2025-12-15
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-09-17 2025-12-15
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-12-09 2025-12-15
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-09-17 2025-10-02
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-03-25 2025-10-02
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-03-25 2025-08-26
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-03-25 2025-07-21
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-12-10 2025-06-24
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2014-03-25 2025-06-24
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2025-06-24
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2025-05-20
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2025-04-21
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-07-03 2025-01-07
AB SMALL CAP CORE PORTFOLIO ADV CL   2018-12-14 2025-01-07
AB SMALL CAP CORE PORTFOLIO ADV CL   2018-11-30 2025-01-07
AB SMALL CAP CORE PORTFOLIO ADV CL   2018-12-11 2025-01-07
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ADOBE INC   2021-10-01 2025-06-30
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ADOBE INC   2021-09-30 2025-03-31
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ALPHABET INC-CL C   2018-05-10 2025-11-24
ALPHABET INC-CL C   2018-05-10 2025-05-09
ALPHABET INC-CL C   2018-05-10 2025-04-24
ALPHABET INC-CL C   2018-05-10 2025-03-31
ALPHABET INC-CL C   2018-05-10 2025-02-18
ALPHABET INC-CL C   2018-05-10 2025-01-29
ALPHABET INC-CL C   2018-05-10 2025-01-07
AMAZON.COM INC   2020-04-06 2025-01-07
AMAZON.COM INC   2020-04-21 2025-01-07
AMEREN CORPORATION   2024-12-09 2025-01-08
AMERICAN ELECTRIC POWER   2018-05-11 2025-01-08
APPLE INC   2018-05-25 2025-01-07
APPLIED MATERIALS INC   2025-06-03 2025-11-17
APPLIED MATERIALS INC   2025-06-03 2025-11-10
APPLIED MATERIALS INC   2025-06-03 2025-10-09
AUTOZONE INC   2018-07-30 2025-01-07
BAKER HUGHES CO   2022-03-21 2025-07-30
BAKER HUGHES CO   2022-03-31 2025-07-30
BAKER HUGHES CO   2022-04-21 2025-07-30
BAKER HUGHES CO   2022-03-21 2025-01-07
BANK OF AMERICA CORP   2018-05-10 2025-01-07
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2013-09-18 2025-10-21
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2013-09-18 2025-01-21
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BROADCOM INC   2023-06-27 2025-10-09
BROADCOM INC   2023-06-27 2025-09-26
BROADCOM INC   2023-06-27 2025-09-04
BROADCOM INC   2023-06-27 2025-06-05
BROADCOM INC   2023-06-27 2025-01-07
CAMECO CORP   2024-08-09 2025-01-27
CAMECO CORP   2024-08-12 2025-01-27
CAMECO CORP   2024-08-13 2025-01-27
CAMECO CORP   2024-08-09 2025-01-07
CDW CORP/DE   2020-12-17 2025-02-05
CDW CORP/DE   2018-05-10 2025-02-04
CDW CORP/DE   2020-04-02 2025-02-04
CDW CORP/DE   2018-05-10 2025-01-08
CHEVRON CORP   2021-03-02 2025-01-06
CHEVRON CORP   2023-02-08 2025-01-06
COCA-COLA CO/THE   2021-06-24 2025-01-07
COMCAST CORP-CLASS A   2024-11-19 2025-10-10
COMCAST CORP-CLASS A   2024-11-04 2025-10-10
COMCAST CORP-CLASS A   2024-04-03 2025-10-10
COMCAST CORP-CLASS A   2024-04-03 2025-10-07
COMCAST CORP-CLASS A   2022-03-31 2025-10-07
COMCAST CORP-CLASS A   2022-03-21 2025-10-07
COMCAST CORP-CLASS A   2022-03-21 2025-10-06
COMCAST CORP-CLASS A   2019-12-02 2025-09-09
COMCAST CORP-CLASS A   2019-12-02 2025-08-22
COMCAST CORP-CLASS A   2018-08-02 2025-08-22
COMCAST CORP-CLASS A   2018-05-10 2025-08-22
COMCAST CORP-CLASS A   2018-05-10 2025-07-30
COMCAST CORP-CLASS A   2018-05-10 2025-01-07
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CONSTELLATION BRANDS INC-A   2021-09-15 2025-01-08
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CORTEVA INC   2023-10-18 2025-01-07
COSTCO WHOLESALE CORP   2018-05-10 2025-12-10
COSTCO WHOLESALE CORP   2018-05-10 2025-10-06
COSTCO WHOLESALE CORP   2018-05-10 2025-07-22
COSTCO WHOLESALE CORP   2018-05-10 2025-01-07
CSX CORP   2020-09-18 2025-04-16
CSX CORP   2020-09-29 2025-04-16
CSX CORP   2020-09-18 2025-01-07
DEERE & CO   2024-09-18 2025-01-07
DIGITAL REALTY TRUST INC   2024-12-19 2025-01-10
DOLLAR TREE INC   2025-05-21 2025-12-02
EATON CORP PLC   2019-09-03 2025-01-07
EDWARDS LIFESCIENCES CORP   2024-02-26 2025-02-12
EDWARDS LIFESCIENCES CORP   2023-01-30 2025-02-12
EDWARDS LIFESCIENCES CORP   2023-09-20 2025-02-12
EDWARDS LIFESCIENCES CORP   2022-10-21 2025-02-07
EDWARDS LIFESCIENCES CORP   2022-10-27 2025-02-07
EDWARDS LIFESCIENCES CORP   2023-01-30 2025-02-07
EDWARDS LIFESCIENCES CORP   2020-07-21 2025-01-08
EDWARDS LIFESCIENCES CORP   2022-10-20 2025-01-08
EOG RESOURCES INC   2019-09-03 2025-01-07
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FISERV INC   2025-04-25 2025-10-29
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GE VERNOVA INC   2024-07-25 2025-07-24
GE VERNOVA INC   2024-07-25 2025-07-22
GE VERNOVA INC   2024-07-25 2025-05-21
GE VERNOVA INC   2024-07-25 2025-01-07
GE VERNOVA INC   2024-07-25 2025-10-13
GE VERNOVA INC   2024-07-25 2025-09-15
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GOLDMAN SACHS GROUP INC   2020-07-27 2025-09-26
GOLDMAN SACHS GROUP INC   2020-07-27 2025-07-10
GOLDMAN SACHS GROUP INC   2019-04-11 2025-07-10
GOLDMAN SACHS GROUP INC   2018-05-10 2025-01-07
GOLDMAN SACHS GROUP INC   2019-04-11 2025-01-07
HOME DEPOT INC   2018-05-10 2025-01-07
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HONEYWELL INTERNATIONAL INC   2024-06-18 2025-01-29
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HONEYWELL INTERNATIONAL INC   2024-06-17 2025-01-24
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HONEYWELL INTERNATIONAL INC   2024-06-17 2025-01-08
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IQVIA HOLDINGS INC   2022-07-25 2025-01-07
IQVIA HOLDINGS INC   2022-08-23 2025-01-07
KLA CORP   2021-10-15 2025-06-03
KLA CORP   2022-02-28 2025-06-03
KLA CORP   2024-01-11 2025-06-03
KLA CORP   2024-04-18 2025-06-03
KLA CORP   2021-10-15 2025-01-08
LABCORP HOLDINGS INC   2024-11-15 2025-10-07
LABCORP HOLDINGS INC   2024-11-14 2025-04-28
LABCORP HOLDINGS INC   2024-11-14 2025-01-08
LINDE PLC   2021-06-14 2025-01-07
LYONDELLBASELL INDU-CL A   2024-10-28 2025-06-06
LYONDELLBASELL INDU-CL A   2024-11-15 2025-06-06
LYONDELLBASELL INDU-CL A   2024-10-28 2025-04-24
LYONDELLBASELL INDU-CL A   2023-03-13 2025-04-24
LYONDELLBASELL INDU-CL A   2023-03-15 2025-04-24
LYONDELLBASELL INDU-CL A   2024-01-22 2025-04-24
LYONDELLBASELL INDU-CL A   2023-03-07 2025-04-16
LYONDELLBASELL INDU-CL A   2023-03-13 2025-04-16
LYONDELLBASELL INDU-CL A   2022-12-16 2025-04-14
LYONDELLBASELL INDU-CL A   2022-11-03 2025-04-09
LYONDELLBASELL INDU-CL A   2022-11-07 2025-04-09
LYONDELLBASELL INDU-CL A   2022-12-01 2025-04-09
LYONDELLBASELL INDU-CL A   2022-12-16 2025-04-09
LYONDELLBASELL INDU-CL A   2022-11-03 2025-01-07
MEDTRONIC PLC   2020-01-27 2025-05-20
MEDTRONIC PLC   2020-03-02 2025-05-20
MEDTRONIC PLC   2020-09-08 2025-05-20
MEDTRONIC PLC   2020-01-27 2025-05-14
MEDTRONIC PLC   2020-01-24 2025-04-16
MEDTRONIC PLC   2020-01-27 2025-04-16
MEDTRONIC PLC   2019-11-19 2025-01-07
MEDTRONIC PLC   2019-11-21 2025-01-07
MEDTRONIC PLC   2020-01-24 2025-01-07
MERCK & CO. INC.   2024-07-15 2025-01-08
META PLATFORMS INC-CLASS A   2019-12-02 2025-10-22
META PLATFORMS INC-CLASS A   2019-12-02 2025-07-30
META PLATFORMS INC-CLASS A   2019-06-14 2025-06-30
META PLATFORMS INC-CLASS A   2019-06-14 2025-01-30
META PLATFORMS INC-CLASS A   2019-06-14 2025-01-07
MICROSOFT CORP   2018-11-07 2025-10-22
MICROSOFT CORP   2018-11-07 2025-02-03
MICROSOFT CORP   2018-10-12 2025-01-07
MICROSOFT CORP   2018-11-07 2025-01-07
NIKE INC -CL B   2018-05-10 2025-05-21
NIKE INC -CL B   2020-04-23 2025-05-21
NIKE INC -CL B   2023-07-24 2025-05-21
NIKE INC -CL B   2023-07-31 2025-05-21
NIKE INC -CL B   2018-05-10 2025-04-16
NIKE INC -CL B   2018-05-10 2025-04-14
NIKE INC -CL B   2018-05-10 2025-01-07
NVIDIA CORP   2020-03-24 2025-10-09
NVIDIA CORP   2020-03-24 2025-01-15
NVIDIA CORP   2020-03-24 2025-01-07
NXP SEMICONDUCTORS NV   2020-07-28 2025-02-03
NXP SEMICONDUCTORS NV   2020-08-07 2025-02-03
NXP SEMICONDUCTORS NV   2020-05-18 2025-01-07
NXP SEMICONDUCTORS NV   2020-07-28 2025-01-07
ORACLE CORP   2022-03-04 2025-09-19
ORACLE CORP   2022-03-07 2025-09-19
ORACLE CORP   2022-03-04 2025-09-15
ORACLE CORP   2022-03-03 2025-09-09
ORACLE CORP   2022-03-04 2025-09-09
ORACLE CORP   2022-03-03 2025-06-16
ORACLE CORP   2022-02-15 2025-01-07
ORACLE CORP   2022-03-03 2025-01-07
OTIS WORLDWIDE CORP   2022-03-28 2025-01-08
OTIS WORLDWIDE CORP   2022-03-31 2025-01-08
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PENTAIR PLC   2024-07-19 2025-07-21
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PROCTER & GAMBLE CO/THE   2023-12-06 2025-07-23
PROCTER & GAMBLE CO/THE   2023-12-06 2025-07-22
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PROCTER & GAMBLE CO/THE   2020-12-14 2025-04-09
PROCTER & GAMBLE CO/THE   2020-12-08 2025-01-08
PROGRESSIVE CORP   2022-08-04 2025-12-16
PROGRESSIVE CORP   2022-08-04 2025-06-30
PROGRESSIVE CORP   2022-07-20 2025-06-30
PROGRESSIVE CORP   2022-07-20 2025-05-05
PROGRESSIVE CORP   2019-11-21 2025-04-14
PROGRESSIVE CORP   2022-07-20 2025-04-14
PROGRESSIVE CORP   2019-11-21 2025-02-11
PROGRESSIVE CORP   2019-11-21 2025-01-07
PROLOGIS INC   2025-05-14 2025-10-09
PROLOGIS INC   2023-05-16 2025-10-09
PROLOGIS INC   2023-06-27 2025-10-09
PROLOGIS INC   2023-07-18 2025-10-09
PROLOGIS INC   2024-01-29 2025-10-09
PROLOGIS INC   2024-08-02 2025-10-09
PROLOGIS INC   2022-12-16 2025-10-08
PROLOGIS INC   2023-03-22 2025-10-08
PROLOGIS INC   2023-04-26 2025-10-08
PROLOGIS INC   2020-12-08 2025-07-14
PROLOGIS INC   2021-01-22 2025-07-14
PROLOGIS INC   2022-12-16 2025-07-14
PROLOGIS INC   2020-12-08 2025-07-10
PROLOGIS INC   2020-03-24 2025-01-16
PROLOGIS INC   2020-12-08 2025-01-16
QUALCOMM INC   2024-08-05 2025-01-06
QUALCOMM INC   2021-04-07 2025-01-06
QUALCOMM INC   2023-04-27 2025-01-06
QUALCOMM INC   2023-05-04 2025-01-06
REGENERON PHARMACEUTICALS   2024-10-21 2025-08-15
REGENERON PHARMACEUTICALS   2023-12-04 2025-08-15
REGENERON PHARMACEUTICALS   2023-11-28 2025-07-31
REGENERON PHARMACEUTICALS   2023-11-21 2025-07-31
REGENERON PHARMACEUTICALS   2023-07-07 2025-07-31
REGENERON PHARMACEUTICALS   2023-05-24 2025-02-18
ROCHE HOLDINGS LTD-SPONS ADR   2024-10-28 2025-12-08
ROCHE HOLDINGS LTD-SPONS ADR   2022-04-26 2025-12-08
ROCHE HOLDINGS LTD-SPONS ADR   2022-04-26 2025-12-02
ROCHE HOLDINGS LTD-SPONS ADR   2022-03-04 2025-12-02
ROCHE HOLDINGS LTD-SPONS ADR   2022-02-08 2025-12-02
ROCHE HOLDINGS LTD-SPONS ADR   2022-02-08 2025-11-17
ROCHE HOLDINGS LTD-SPONS ADR   2020-11-09 2025-11-17
ROCHE HOLDINGS LTD-SPONS ADR   2020-07-23 2025-11-17
ROCHE HOLDINGS LTD-SPONS ADR   2020-07-23 2025-10-07
ROCHE HOLDINGS LTD-SPONS ADR   2020-07-23 2025-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2020-04-29 2025-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2025-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2025-04-24
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2025-02-14
RTX CORPORATION   2025-04-16 2025-12-30
RTX CORPORATION   2025-04-16 2025-12-16
S&P GLOBAL INC   2025-01-15 2025-02-05
SANDISK CORP   2024-04-29 2025-02-26
SANDISK CORP   2021-03-15 2025-02-26
SANDISK CORP   2021-03-23 2025-02-26
SANDISK CORP   2021-06-17 2025-02-26
SANDISK CORP   2025-03-14 2025-03-14
SCHWAB (CHARLES) CORP   2022-08-30 2025-01-07
SCHWAB (CHARLES) CORP   2022-10-26 2025-01-07
SERVICENOW INC   2022-08-12 2025-12-16
SERVICENOW INC   2022-07-28 2025-01-07
STARBUCKS CORP   2024-09-16 2025-07-10
STARBUCKS CORP   2024-09-11 2025-07-10
TAIWAN SEMICONDUCTOR-SP ADR   2024-08-28 2025-01-08
THERMO FISHER SCIENTIFIC INC   2023-11-27 2025-01-08
T-MOBILE US INC   2021-03-18 2025-04-24
T-MOBILE US INC   2021-03-02 2025-02-12
T-MOBILE US INC   2021-03-18 2025-02-12
T-MOBILE US INC   2021-03-02 2025-01-07
UNITED RENTALS INC   2025-01-24 2025-09-15
UNITEDHEALTH GROUP INC   2019-03-14 2025-04-16
UNITEDHEALTH GROUP INC   2018-05-10 2025-01-07
UNITEDHEALTH GROUP INC   2019-03-14 2025-01-07
VERALTO CORP   2025-01-14 2025-12-17
VERTEX PHARMACEUTICALS INC   2020-09-16 2025-07-14
VERTEX PHARMACEUTICALS INC   2019-12-02 2025-01-07
VISA INC-CLASS A SHARES   2018-05-10 2025-04-28
VISA INC-CLASS A SHARES   2018-05-10 2025-04-23
VISA INC-CLASS A SHARES   2018-05-10 2025-01-07
WALMART INC   2020-06-25 2025-12-30
WALMART INC   2020-06-25 2025-12-16
WALMART INC   2020-06-25 2025-05-09
WALMART INC   2018-05-10 2025-05-09
WALMART INC   2018-05-10 2025-02-18
WALMART INC   2018-05-10 2025-02-12
WALMART INC   2018-05-10 2025-02-11
WALMART INC   2018-05-10 2025-01-07
WALT DISNEY CO/THE   2022-07-06 2025-01-07
WALT DISNEY CO/THE   2022-07-14 2025-01-07
WATERS CORP   2024-07-02 2025-07-22
WATERS CORP   2024-06-17 2025-07-22
WATERS CORP   2023-08-15 2025-07-14
WATERS CORP   2023-08-03 2025-07-14
WATERS CORP   2023-05-24 2025-07-14
WATERS CORP   2023-05-11 2025-07-14
WATERS CORP   2023-04-19 2025-07-14
WATERS CORP   2023-04-19 2025-01-08
WELLS FARGO & CO   2019-04-24 2025-12-16
WELLS FARGO & CO   2018-05-10 2025-12-16
WELLS FARGO & CO   2018-05-10 2025-07-10
WELLS FARGO & CO   2018-05-10 2025-01-07
WESTERN DIGITAL CORP   2024-04-29 2025-03-26
WESTERN DIGITAL CORP   2021-03-15 2025-03-26
WESTERN DIGITAL CORP   2021-03-23 2025-03-26
WESTERN DIGITAL CORP   2021-06-17 2025-03-26
WILLIS TOWERS WATSON PLC   2022-03-03 2025-11-10
WILLIS TOWERS WATSON PLC   2022-05-09 2025-11-10
WILLIS TOWERS WATSON PLC   2022-05-13 2025-11-10
WILLIS TOWERS WATSON PLC   2022-02-16 2025-10-13
WILLIS TOWERS WATSON PLC   2022-03-03 2025-10-13
WILLIS TOWERS WATSON PLC   2022-02-16 2025-01-08
ZOETIS INC   2024-04-18 2025-06-24
ZOETIS INC   2024-04-26 2025-06-24
ZOETIS INC   2024-04-18 2025-06-23
ZOETIS INC   2022-04-05 2025-06-23
ZOETIS INC   2019-12-02 2025-06-23
ZOETIS INC   2019-12-02 2025-05-05
ZOETIS INC   2019-12-02 2025-02-12
STOCK LITIGATION SETTLEMENTS   2020-01-01 2025-12-31
CAPITAL GAINS 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 2,621   1,930 691
b 456   400 56
c 358   310 48
d 907   840 67
e 878   805 73
406   359 47
2,044   1,775 269
635   506 129
61   49 12
890   711 179
1,659   1,309 350
1,981   1,527 454
194   165 29
1,130   898 232
160   133 27
2,421   1,710 711
1,445   1,050 395
4,293   2,959 1,334
2,477   1,655 822
13,503   9,054 4,449
17,825   12,537 5,288
396   289 107
3,322   2,415 907
3,346   2,486 860
7,197   4,743 2,454
9,840   6,760 3,080
384   290 94
9,945   7,908 2,037
589   500 89
1,455   1,411 44
876   795 81
346   503 -157
346   525 -179
346   485 -139
346   382 -36
346   374 -28
346   378 -32
354   464 -110
707   1,028 -321
354   625 -271
388   574 -186
382   606 -224
763   1,162 -399
449   486 -37
449   484 -35
843   506 337
617   109 508
2,530   437 2,093
771   273 498
645   219 426
934   328 606
743   219 524
1,181   328 853
4,720   1,312 3,408
2,889   1,280 1,609
889   472 417
619   640 -21
641   470 171
4,115   804 3,311
2,758   1,935 823
1,176   806 370
1,101   806 295
3,284   697 2,587
2,054   1,630 424
1,095   874 221
365   260 105
1,128   942 186
783   527 256
465   541 -76
375   454 -79
385   243 142
1,379   339 1,040
1,003   254 749
1,223   339 884
783   254 529
2,300   846 1,454
478   394 84
1,289   1,056 233
1,815   1,476 339
775   591 184
1,227   807 420
400   157 243
1,199   520 679
538   235 303
1,473   1,029 444
589   682 -93
790   705 85
561   807 -246
738   1,073 -335
30   42 -12
305   418 -113
336   517 -181
61   93 -32
735   1,118 -383
713   919 -206
136   175 -39
984   1,014 -30
271   251 20
912   879 33
890   753 137
358   500 -142
537   734 -197
537   762 -225
541   653 -112
1,471   1,746 -275
436   436 0
651   514 137
740   668 72
876   196 680
911   196 715
945   196 749
924   196 728
438   426 12
684   654 30
1,156   959 197
829   805 24
700   710 -10
1,090   888 202
1,035   235 800
601   690 -89
451   465 -14
376   366 10
352   422 -70
775   945 -170
282   310 -28
149   152 -3
372   428 -56
1,149   658 491
217   534 -317
217   541 -324
217   696 -479
290   851 -561
662   743 -81
170   186 -16
849   926 -77
816   741 75
1,159   2,972 -1,813
628   164 464
552   164 388
1,383   491 892
1,101   491 610
648   164 484
627   164 463
885   203 682
804   203 601
709   203 506
2,127   613 1,514
1,158   489 669
579   204 375
1,153   561 592
1,341   1,294 47
443   424 19
886   852 34
667   636 31
445   424 21
661   636 25
1,585   1,108 477
457   329 128
202   221 -19
607   659 -52
202   231 -29
1,549   659 890
1,549   694 855
775   560 215
775   646 129
682   329 353
1,122   937 185
912   956 -44
699   717 -18
829   581 248
394   613 -219
618   908 -290
59   88 -29
119   174 -55
237   335 -98
237   375 -138
279   465 -186
168   261 -93
691   968 -277
356   470 -114
416   585 -169
535   773 -238
178   242 -64
737   784 -47
431   595 -164
345   405 -60
86   105 -19
674   952 -278
330   478 -148
165   238 -73
240   336 -96
400   559 -159
480   717 -237
599   768 -169
727   200 527
702   200 502
742   180 562
688   180 508
3,087   902 2,185
520   111 409
414   111 303
2,960   761 2,199
3,383   887 2,496
601   679 -78
421   621 -200
421   765 -344
240   442 -202
482   611 -129
665   815 -150
794   747 47
1,349   44 1,305
3,117   143 2,974
6,345   280 6,065
411   231 180
616   363 253
214   97 117
642   347 295
607   153 454
304   75 229
1,794   459 1,335
959   313 646
719   229 490
1,472   548 924
1,456   718 738
162   78 84
91   78 13
456   385 71
1,205   1,245 -40
1,405   1,461 -56
3,413   4,028 -615
5,452   6,600 -1,148
54   62 -8
39,561   43,823 -4,262
1,200   1,418 -218
92   112 -20
475   561 -86
95   73 22
438   363 75
88   71 17
701   571 130
789   614 175
526   427 99
519   432 87
606   500 106
658   438 220
549   365 184
219   146 73
527   400 127
844   700 144
1,161   886 275
422   316 106
494   403 91
1,055   789 266
633   678 -45
474   439 35
1,101   1,025 76
159   137 22
634   511 123
476   452 24
159   136 23
953   825 128
984   818 166
320   273 47
647   553 94
699   350 349
265   117 148
265   111 154
847   332 515
279   70 209
1,115   443 672
508   140 368
1,213   350 863
688   644 44
459   486 -27
459   483 -24
459   493 -34
573   637 -64
917   989 -72
579   562 17
579   587 -8
348   356 -8
543   489 54
543   501 42
217   225 -8
760   684 76
441   279 162
110   98 12
481   473 8
802   692 110
641   455 186
641   424 217
574   970 -396
574   813 -239
543   796 -253
543   797 -254
543   697 -154
682   742 -60
782   645 137
635   602 33
244   232 12
487   459 28
146   141 5
628   658 -30
987   934 53
179   177 2
1,085   1,062 23
120   133 -13
519   569 -50
40   38 2
591   572 19
371   343 28
736   516 220
903   646 257
513   497 16
95   123 -28
48   83 -35
190   191 -1
143   122 21
16     16
796   793 3
217   219 -2
772   506 266
1,050   439 611
1,334   1,351 -17
2,858   2,904 -46
622   504 118
545   490 55
524   251 273
517   249 268
259   125 134
1,060   622 438
945   789 156
586   254 332
2,052   933 1,119
513   254 259
600   610 -10
471   273 198
818   442 376
1,688   655 1,033
680   262 418
3,120   1,311 1,809
897   319 578
695   239 456
97   40 57
870   251 619
719   195 524
621   167 454
1,944   530 1,414
1,729   530 1,199
893   775 118
112   91 21
865   851 14
577   588 -11
618   571 47
618   583 35
618   515 103
927   806 121
309   308 1
373   308 65
184   94 90
1,013   600 413
1,069   709 360
1,507   1,145 362
298   379 -81
213   255 -42
511   591 -80
298   378 -80
322   225 97
967   628 339
322   205 117
337   224 113
673   449 224
626   447 179
468   458 10
468   464 4
314   305 9
786   951 -165
1,101   838 263
472   359 113
525   359 166
123     123
68,869     68,869
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       691
b       56
c       48
d       67
e       73
      47
      269
      129
      12
      179
      350
      454
      29
      232
      27
      711
      395
      1,334
      822
      4,449
      5,288
      107
      907
      860
      2,454
      3,080
      94
      2,037
      89
      44
      81
      -157
      -179
      -139
      -36
      -28
      -32
      -110
      -321
      -271
      -186
      -224
      -399
      -37
      -35
      337
      508
      2,093
      498
      426
      606
      524
      853
      3,408
      1,609
      417
      -21
      171
      3,311
      823
      370
      295
      2,587
      424
      221
      105
      186
      256
      -76
      -79
      142
      1,040
      749
      884
      529
      1,454
      84
      233
      339
      184
      420
      243
      679
      303
      444
      -93
      85
      -246
      -335
      -12
      -113
      -181
      -32
      -383
      -206
      -39
      -30
      20
      33
      137
      -142
      -197
      -225
      -112
      -275
      0
      137
      72
      680
      715
      749
      728
      12
      30
      197
      24
      -10
      202
      800
      -89
      -14
      10
      -70
      -170
      -28
      -3
      -56
      491
      -317
      -324
      -479
      -561
      -81
      -16
      -77
      75
      -1,813
      464
      388
      892
      610
      484
      463
      682
      601
      506
      1,514
      669
      375
      592
      47
      19
      34
      31
      21
      25
      477
      128
      -19
      -52
      -29
      890
      855
      215
      129
      353
      185
      -44
      -18
      248
      -219
      -290
      -29
      -55
      -98
      -138
      -186
      -93
      -277
      -114
      -169
      -238
      -64
      -47
      -164
      -60
      -19
      -278
      -148
      -73
      -96
      -159
      -237
      -169
      527
      502
      562
      508
      2,185
      409
      303
      2,199
      2,496
      -78
      -200
      -344
      -202
      -129
      -150
      47
      1,305
      2,974
      6,065
      180
      253
      117
      295
      454
      229
      1,335
      646
      490
      924
      738
      84
      13
      71
      -40
      -56
      -615
      -1,148
      -8
      -4,262
      -218
      -20
      -86
      22
      75
      17
      130
      175
      99
      87
      106
      220
      184
      73
      127
      144
      275
      106
      91
      266
      -45
      35
      76
      22
      123
      24
      23
      128
      166
      47
      94
      349
      148
      154
      515
      209
      672
      368
      863
      44
      -27
      -24
      -34
      -64
      -72
      17
      -8
      -8
      54
      42
      -8
      76
      162
      12
      8
      110
      186
      217
      -396
      -239
      -253
      -254
      -154
      -60
      137
      33
      12
      28
      5
      -30
      53
      2
      23
      -13
      -50
      2
      19
      28
      220
      257
      16
      -28
      -35
      -1
      21
      16
      3
      -2
      266
      611
      -17
      -46
      118
      55
      273
      268
      134
      438
      156
      332
      1,119
      259
      -10
      198
      376
      1,033
      418
      1,809
      578
      456
      57
      619
      524
      454
      1,414
      1,199
      118
      21
      14
      -11
      47
      35
      103
      121
      1
      65
      90
      413
      360
      362
      -81
      -42
      -80
      -80
      97
      339
      117
      113
      224
      179
      10
      4
      9
      -165
      263
      113
      166
      123
      68,869
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 2 167,197
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 2,748
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 2,748
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 2,748
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
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 1,252
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,252 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
CA
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 ofMONTGOMERY MINCHIN Telephone no. (310) 591-7556

Located at3331 PURDUE AVELOS ANGELESCA ZIP+4900661321
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)
 
No
(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
 
 
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
 
No
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
MONTGOMERY MINCHIN PRESIDENT AND CFO
0.00 		0 0 0
3208 S BARRINGTON AVE APT E
LOS ANGELES,CA90066
MICHAEL M MINCHIN III SECRETARY
0.00 		0 0 0
15401 MULHOLLAND DRIVE
LOS ANGELES,CA900771624
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.........................0
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
1,919,415
b
Average of monthly cash balances.......................
1b
14,839
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,934,254
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
1,934,254
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,014
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,905,240
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
95,262
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
95,262
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,748
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,748
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
92,514
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
92,514
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
92,514
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
216,931
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
216,931
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 92,514
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......  
b From 2021......  
c From 2022......  
d From 2023...... 65,096
e From 2024...... 77,406
f Total of lines 3a through e ........ 142,502
4Qualifying distributions for 2025 from Part
XI, line 4: $ 216,931
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..... 92,514
e Remaining amount distributed out of corpus 124,417
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 5 266,919
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		266,919
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 65,096
d Excess from 2024 .... 77,406
e Excess from 2025 .... 124,417
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

CAMPUS CRUSADE FOR CHRIST INC

PO BOX 628222
ORLANDO,FL32862 		NONE   CHARITABLE 16,000

FRIENDS OF COMPTON YAL

700 N ALAMEDA ST
COMPTON,CA90221 		NONE   CHARITABLE 10,000

FULL GOSPEL FELLOWSHIP OF CHURCHES

1000 N BELT LINE RD STE 201
IRVING,TX75061 		NONE   CHARITABLE 12,000

NOVO MISSION

1240 N LAKEVIEW AVE
ANAHEIM,CA92807 		NONE   CHARITABLE 10,000

PACIFICA CHRISTIAN HIGH SCHOOL

1730 WILSHIRE BLVD
SANTA MONICA,CA90403 		NONE   CHARITABLE 131,200

SHELTERING WINGS

5104 OLD HWY 66
LEASBURG,MO65535 		NONE   CHARITABLE 10,440

UCLA FOUNDATION

10920 WILSHIRE BLVD SUITE 900
LOS ANGELES,CA90024 		NONE   CHARITABLE 10,000

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE   CHARITABLE 11,000
Total ................................. 3a 210,640
bApproved for future payment
Total ................................. 3b 0
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 40,177  
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 ............ 		    18 167,197  
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) .. 0 207,374 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
207,374
(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 AccountingFeesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,150 0   6,150

TY 2025 InvestmentsOtherSchedule2
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BERNSTEIN PUBLICLY-TRADED INVESTMENT PORTFOLIO AT COST 1,791,552 2,047,465

TY 2025 OtherExpensesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 100 0   100
BANK CHARGES 41 0   41


TY 2025 OtherProfessionalFeesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BERNSTEIN MGMT FEE 8,728 8,728   0


TY 2025 TaxesSchedule
Name:
CAROLYN AND MICHAEL M MINCHIN JR
 
FOUNDATION
EIN:
95-4627186
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHELD 926 926   0
FEDERAL TAXES 5,904 0   0