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
TOM AND JULIE WOOD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 9820 ASSOCIATION COURT
  Room/suite
City or town
INDIANAPOLIS
State or province
IN
Country  
ZIP or foreign postal code
46280
A Employer identification number

27-4826335
B Telephone number (see instructions)

3176886534
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)$36,080,966J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 10,196 10,196  
4 Dividends and interest from securities... 1,325,787 1,325,787  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,549,490
b Gross sales price for all assets on line 6a 29,476,949
7 Capital gain net income (from Part IV, line 2)... 8,549,490
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........ 9,885,473 9,885,473  
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
25,000 25,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
205,205 205,205   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
202,985 0   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
499,835 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 933,025 230,205   0
25 Contributions, gifts, grants paid....... 15,802,253 15,802,253
26 Total expenses and disbursements. Add lines 24 and 25 ................ 16,735,278 230,205   15,802,253
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,849,805
b Net investment income (if negative, enter -0-) 9,655,268
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.............      
2 Savings and temporary cash investments......... 524,707 403,449 403,449
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)....... 6,248,212 Click to see attachment
List of Attached Documents:
// Content
4,573,421 		7,407,351
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).......... 25,863,916 Click to see attachment
List of Attached Documents:
// Content
20,772,783 		28,270,165
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,636,836 25,749,654 36,080,966
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 ) Click to see attachment
List of Attached Documents:
// Content
155,037 		Click to see attachment
List of Attached Documents:
// Content
117,660
23 Total liabilities (add lines 17 through 22)......... 155,037 117,660
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 32,481,799 25,631,994
29 Total net assets or fund balances (see instructions)..... 32,481,799 25,631,994
30 Total liabilities and net assets/fund balances (see instructions). 32,636,836 25,749,654
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
32,481,799
2
Enter amount from Part I, line 27a .....................
2
-6,849,805
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,631,994
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
25,631,994
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 ADOBE INC P 2016-01-08 2025-01-13
b ADOBE INC P 2016-01-08 2025-03-12
c ADOBE INC P 2016-01-08 2025-05-15
d ALPHABET INC SHS CL A P 2017-09-06 2025-03-12
e ALPHABET INC SHS CL A P 2019-07-18 2025-03-12
ALPHABET INC SHS CL A P 2019-01-30 2025-03-12
ALPHABET INC SHS CL A P 2019-07-18 2025-05-15
ALPHABET INC SHS CL A P 2020-12-10 2025-05-15
ALPHABET INC SHS CL A P 2019-03-28 2025-03-12
ALPHABET INC SHS CL A P 2019-04-15 2025-03-12
ALPHABET INC SHS CL A P 2020-12-24 2025-05-15
ALPHABET INC SHS CL A P 2017-09-06 2025-01-13
ALPHABET INC SHS CL A P 2018-03-01 2025-03-12
ALPHABET INC SHS CL A P 2021-01-08 2025-05-15
ALPHABET INC SHS CL C P 2019-04-15 2025-03-12
ALPHABET INC SHS CL C P 2019-10-17 2025-03-12
ALPHABET INC SHS CL C P 2020-04-30 2025-03-12
ALPHABET INC SHS CL C P 2020-12-10 2025-05-15
ALPHABET INC SHS CL C P 2020-07-20 2025-05-15
ALPHABET INC SHS CL C P 2019-04-15 2025-01-13
ALPHABET INC SHS CL C P 2020-04-30 2025-05-15
ALPHABET INC SHS CL C P 2019-07-18 2025-03-12
AMAZON COM INC COM P 2014-10-03 2025-01-13
AMAZON COM INC COM P 2014-10-03 2025-03-12
AMAZON COM INC COM P 2014-10-03 2025-05-15
AMERICAN TOWER REIT INC P 2017-08-23 2025-01-13
AMERICAN TOWER REIT INC P 2018-03-01 2025-03-12
AMERICAN TOWER REIT INC P 2017-08-23 2025-03-12
AMERICAN TOWER REIT INC P 2017-09-06 2025-03-12
AMERICAN TOWER REIT INC P 2018-03-01 2025-05-15
APPLE INC P 2020-07-20 2025-01-13
APPLE INC P 2020-07-20 2025-03-12
APPLE INC P 2020-07-20 2025-05-15
APPLIED MATERIAL INC P 2020-12-09 2025-01-13
APPLIED MATERIAL INC P 2020-12-09 2025-04-02
APPLIED MATERIAL INC P 2021-09-03 2025-04-02
APPLIED MATERIAL INC P 2020-12-10 2025-04-02
APPLIED MATERIAL INC P 2020-12-24 2025-04-02
APPLIED MATERIAL INC P 2020-12-09 2025-03-12
APPLOVIN CORP COM P 2024-01-24 2025-03-12
APPLOVIN CORP COM P 2024-01-24 2025-05-15
ASML HLDG NV NY REG SHS P 2019-05-23 2025-01-13
ASML HLDG NV NY REG SHS P 2019-05-23 2025-03-12
ASML HLDG NV NY REG SHS P 2019-05-23 2025-05-15
BLACKROCK INC REG SHS P 2019-07-18 2025-05-15
BLACKROCK INC REG SHS P 2019-04-15 2025-05-15
BLACKROCK INC REG SHS P 2018-03-01 2025-01-13
BLACKROCK INC REG SHS P 2019-03-28 2025-05-15
BLACKROCK INC REG SHS P 2018-03-01 2025-03-12
BLACKROCK INC REG SHS P 2019-01-30 2025-03-12
BLACKROCK INC REG SHS P 2019-01-30 2025-05-15
BLUE OWL CAP INC P 2023-09-15 2025-01-13
BLUE OWL CAP INC P 2023-09-15 2025-03-12
BLUE OWL CAP INC P 2023-09-15 2025-04-16
BROADCOM INC P 2017-08-23 2025-01-13
BROADCOM INC P 2019-03-28 2025-03-12
BROADCOM INC P 2019-04-15 2025-03-12
BROADCOM INC P 2019-07-18 2025-05-15
BROADCOM INC P 2019-07-18 2025-03-12
BROADCOM INC P 2017-09-06 2025-01-13
BROADCOM INC P 2017-09-06 2025-03-12
BROADCOM INC P 2019-01-30 2025-03-12
BROADCOM INC P 2019-10-03 2025-05-15
CHENIERE ENERGY P 2022-05-10 2025-01-13
CHENIERE ENERGY P 2022-05-10 2025-03-12
CHENIERE ENERGY P 2022-05-10 2025-09-24
CHENIERE ENERGY P 2022-05-10 2025-05-15
COMCAST CORP NEW CL A P 2015-08-11 2025-01-31
COMCAST CORP NEW CL A P 2015-08-11 2025-01-13
COMCAST CORP NEW CL A P 2020-11-25 2025-01-31
COMCAST CORP NEW CL A P 2020-12-24 2025-01-31
COMCAST CORP NEW CL A P 2020-12-10 2025-01-31
COMCAST CORP NEW CL A P 2021-05-19 2025-01-31
COMCAST CORP NEW CL A P 2021-09-03 2025-01-31
COSTCO WHOLESALE CRP DEL P 2014-01-24 2025-01-13
COSTCO WHOLESALE CRP DEL P 2014-01-24 2025-05-15
COSTCO WHOLESALE CRP DEL P 2014-10-03 2025-05-15
COSTCO WHOLESALE CRP DEL P 2014-01-24 2025-03-12
CSX CORP P 2019-10-03 2025-01-08
CSX CORP P 2019-12-13 2025-01-08
CSX CORP P 2020-11-11 2025-01-08
CSX CORP P 2019-07-18 2025-01-08
CSX CORP P 2020-12-24 2025-01-08
CSX CORP P 2020-01-13 2025-01-08
CSX CORP P 2020-11-25 2025-01-08
CSX CORP P 2019-10-17 2025-01-08
CSX CORP P 2020-12-10 2025-01-08
CSX CORP P 2021-05-19 2025-01-08
CSX CORP P 2021-09-03 2025-01-08
CSX CORP P 2018-03-01 2025-01-08
DOMINOS PIZZA INC P 2021-10-13 2025-08-06
DOMINOS PIZZA INC P 2022-02-28 2025-08-06
DOMINOS PIZZA INC P 2023-01-19 2025-08-06
DOMINOS PIZZA INC P 2020-12-10 2025-05-15
DOMINOS PIZZA INC P 2022-10-25 2025-08-06
DOMINOS PIZZA INC P 2021-09-03 2025-05-15
DOMINOS PIZZA INC P 2020-12-10 2025-03-12
DOMINOS PIZZA INC P 2019-10-17 2025-03-12
DOMINOS PIZZA INC P 2021-09-03 2025-08-06
DOMINOS PIZZA INC P 2020-12-24 2025-05-15
DOMINOS PIZZA INC P 2019-10-17 2025-01-30
DOMINOS PIZZA INC P 2019-10-03 2025-01-13
DOMINOS PIZZA INC P 2021-11-02 2025-08-06
DOMINOS PIZZA INC P 2020-11-25 2025-03-12
DOMINOS PIZZA INC P 2021-05-19 2025-05-15
DOMINOS PIZZA INC P 2019-10-03 2025-01-30
DOVER CORP P 2017-01-20 2025-01-13
DOVER CORP P 2018-05-16 2025-05-15
DOVER CORP P 2017-01-20 2025-05-15
DOVER CORP P 2017-01-20 2025-03-12
EATON CORP PLC P 2021-02-10 2025-01-13
EATON CORP PLC P 2021-02-10 2025-03-12
EATON CORP PLC P 2021-02-10 2025-05-15
ELI LILLY & CO P 2022-09-09 2025-01-13
ELI LILLY & CO P 2022-09-09 2025-03-12
ELI LILLY & CO P 2022-09-09 2025-05-15
GENL DYNAMICS CORP COM P 2023-05-08 2025-01-13
GENL DYNAMICS CORP COM P 2023-05-08 2025-03-12
GENL DYNAMICS CORP COM P 2023-05-08 2025-05-15
HOME DEPOT INC P 2017-09-06 2025-05-15
HOME DEPOT INC P 2017-08-09 2025-01-13
HOME DEPOT INC P 2019-01-30 2025-05-15
HOME DEPOT INC P 2019-03-28 2025-05-15
HOME DEPOT INC P 2017-08-23 2025-01-13
HOME DEPOT INC P 2017-08-23 2025-03-12
HOME DEPOT INC P 2017-09-06 2025-03-12
HOME DEPOT INC P 2018-03-01 2025-05-15
HONEYWELL INTL INC DEL P 2020-04-30 2025-05-15
HONEYWELL INTL INC DEL P 2019-07-18 2025-05-15
HONEYWELL INTL INC DEL P 2018-10-08 2025-05-15
HONEYWELL INTL INC DEL P 2018-10-08 2025-05-15
HONEYWELL INTL INC DEL P 2019-03-28 2025-05-15
HONEYWELL INTL INC DEL P 2018-10-30 2025-05-15
HONEYWELL INTL INC DEL P 2020-07-20 2025-05-15
HONEYWELL INTL INC DEL P 2020-01-13 2025-05-15
HONEYWELL INTL INC DEL P 2018-10-30 2025-05-15
HONEYWELL INTL INC DEL P 2019-01-30 2025-05-15
HONEYWELL INTL INC DEL P 2017-09-06 2025-03-12
HONEYWELL INTL INC DEL P 2017-09-06 2025-01-13
HONEYWELL INTL INC DEL P 2018-03-01 2025-05-15
HONEYWELL INTL INC DEL P 2019-04-15 2025-05-15
HONEYWELL INTL INC DEL P 2019-10-17 2025-05-15
HONEYWELL INTL INC DEL P 2018-03-01 2025-03-12
INTERCONTINENTAL P 2019-01-30 2025-03-12
INTERCONTINENTAL P 2020-12-10 2025-05-15
INTERCONTINENTAL P 2020-01-13 2025-05-15
INTERCONTINENTAL P 2019-12-13 2025-05-15
INTERCONTINENTAL P 2019-04-15 2025-05-15
INTERCONTINENTAL P 2018-03-01 2025-01-13
INTERCONTINENTAL P 2019-03-28 2025-03-12
INTERCONTINENTAL P 2020-11-25 2025-05-15
INTERCONTINENTAL P 2019-03-28 2025-05-15
INTERCONTINENTAL P 2020-11-11 2025-05-15
INTERCONTINENTAL P 2018-03-01 2025-03-12
INTUITIVE SURGICAL INC P 2019-10-03 2025-05-15
INTUITIVE SURGICAL INC P 2018-10-23 2025-01-13
INTUITIVE SURGICAL INC P 2019-04-15 2025-05-15
INTUITIVE SURGICAL INC P 2019-01-30 2025-03-12
INTUITIVE SURGICAL INC P 2019-01-30 2025-05-15
INTUITIVE SURGICAL INC P 2019-10-17 2025-05-15
INTUITIVE SURGICAL INC P 2019-07-18 2025-05-15
INTUITIVE SURGICAL INC P 2018-10-23 2025-03-12
LINDE PLC NEW P 2024-01-10 2025-01-13
LINDE PLC NEW P 2024-01-10 2025-03-12
LINDE PLC NEW P 2024-01-10 2025-05-15
MASTERCARD INC P 2024-01-10 2025-01-13
MASTERCARD INC P 2024-01-10 2025-03-12
MASTERCARD INC P 2024-01-10 2025-05-15
MICROSOFT CORP P 2020-12-10 2025-05-15
MICROSOFT CORP P 2019-04-15 2025-01-13
MICROSOFT CORP P 2020-12-24 2025-05-15
MICROSOFT CORP P 2020-01-08 2025-01-13
MICROSOFT CORP P 2022-02-09 2025-05-15
MICROSOFT CORP P 2021-09-03 2025-05-15
MICROSOFT CORP P 2020-01-08 2025-03-12
MICROSOFT CORP P 2021-05-19 2025-05-15
MICROSOFT CORP P 2020-01-08 2025-05-15
MICROSOFT CORP P 2020-01-08 2025-03-12
NORTHROP GRUMMAN CORP P 2021-09-10 2025-08-06
NORTHROP GRUMMAN CORP P 2020-12-10 2025-03-12
NORTHROP GRUMMAN CORP P 2021-11-02 2025-08-06
NORTHROP GRUMMAN CORP P 2021-09-03 2025-05-15
NORTHROP GRUMMAN CORP P 2021-05-19 2025-05-15
NORTHROP GRUMMAN CORP P 2021-09-03 2025-08-06
NORTHROP GRUMMAN CORP P 2020-10-26 2025-01-13
NORTHROP GRUMMAN CORP P 2020-12-24 2025-03-12
NORTHROP GRUMMAN CORP P 2020-12-10 2025-01-30
NORTHROP GRUMMAN CORP P 2020-11-25 2025-01-30
NORTHROP GRUMMAN CORP P 2020-11-11 2025-01-30
NORTHROP GRUMMAN CORP P 2021-02-04 2025-03-12
NORTHROP GRUMMAN CORP P 2021-02-04 2025-05-15
NORTHROP GRUMMAN CORP P 2021-09-03 2025-08-06
NORTHROP GRUMMAN CORP P 2020-10-26 2025-01-30
NVIDIA P 2024-03-13 2025-05-15
O'REILLY AUTOMOTIVE INC P 2020-12-10 2025-05-15
O'REILLY AUTOMOTIVE INC P 2019-10-03 2025-03-12
O'REILLY AUTOMOTIVE INC P 2019-10-17 2025-05-15
O'REILLY AUTOMOTIVE INC P 2020-01-13 2025-05-15
O'REILLY AUTOMOTIVE INC P 2019-08-13 2025-01-13
O'REILLY AUTOMOTIVE INC P 2019-10-17 2025-03-12
O'REILLY AUTOMOTIVE INC P 2019-12-13 2025-05-15
O'REILLY AUTOMOTIVE INC P 2020-11-25 2025-05-15
O'REILLY AUTOMOTIVE INC P 2020-11-11 2025-05-15
O'REILLY AUTOMOTIVE INC P 2019-08-13 2025-03-12
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-01-13
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-03-12
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-05-15
PROGRESSIVE CRP OHIO P 2018-02-09 2025-01-13
PROGRESSIVE CRP OHIO P 2021-09-03 2025-05-15
PROGRESSIVE CRP OHIO P 2021-05-19 2025-05-15
PROGRESSIVE CRP OHIO P 2018-02-09 2025-05-15
PROGRESSIVE CRP OHIO P 2018-02-09 2025-03-12
S&P GLOBAL INC P 2023-08-16 2025-01-13
S&P GLOBAL INC P 2023-08-16 2025-09-24
S&P GLOBAL INC P 2023-08-16 2025-03-12
S&P GLOBAL INC P 2023-08-16 2025-05-15
SALESFORCE INC P 2014-10-03 2025-01-13
SALESFORCE INC P 2014-10-03 2025-03-12
SALESFORCE INC P 2014-10-03 2025-05-15
SANDISK CORP P 2024-02-28 2025-03-05
SYNOPSYS INC P 2024-01-10 2025-01-13
SYNOPSYS INC P 2024-01-10 2025-03-12
SYNOPSYS INC P 2024-01-10 2025-04-16
TAIWAN S MANUFCTRING ADR P 2019-08-23 2025-01-13
TAIWAN S MANUFCTRING ADR P 2019-08-23 2025-03-12
TAIWAN S MANUFCTRING ADR P 2019-08-23 2025-05-15
TESLA INC P 2024-03-06 2025-03-12
THERMO FISHER SCIENTIFIC P 2019-10-17 2025-03-12
THERMO FISHER SCIENTIFIC P 2015-11-16 2025-01-13
THERMO FISHER SCIENTIFIC P 2015-11-16 2025-03-12
THERMO FISHER SCIENTIFIC P 2020-07-20 2025-03-12
THERMO FISHER SCIENTIFIC P 2020-07-20 2025-05-15
TJX COS INC NEW P 2019-07-18 2025-03-12
TJX COS INC NEW P 2020-04-30 2025-05-15
TJX COS INC NEW P 2020-01-13 2025-05-15
TJX COS INC NEW P 2020-01-13 2025-03-12
TJX COS INC NEW P 2020-12-24 2025-05-15
TJX COS INC NEW P 2020-12-10 2025-05-15
TJX COS INC NEW P 2018-03-01 2025-01-13
TJX COS INC NEW P 2020-11-25 2025-05-15
TJX COS INC NEW P 2019-12-13 2025-03-12
TJX COS INC NEW P 2020-11-11 2025-05-15
TJX COS INC NEW P 2020-07-20 2025-05-15
TJX COS INC NEW P 2018-03-01 2025-03-12
T-MOBILE US INC SHS P 2023-06-07 2025-01-13
T-MOBILE US INC SHS P 2023-06-07 2025-03-12
T-MOBILE US INC SHS P 2023-06-07 2025-05-15
UBER TECHNOLOGIES INC P 2024-05-08 2025-05-15
VISA INC CL A SHRS P 2021-09-10 2025-09-17
VISA INC CL A SHRS P 2020-01-13 2025-03-12
VISA INC CL A SHRS P 2019-10-17 2025-03-12
VISA INC CL A SHRS P 2019-01-30 2025-03-12
VISA INC CL A SHRS P 2020-12-24 2025-03-12
VISA INC CL A SHRS P 2020-11-25 2025-03-12
VISA INC CL A SHRS P 2020-12-24 2025-05-15
VISA INC CL A SHRS P 2021-09-03 2025-09-17
VISA INC CL A SHRS P 2021-11-02 2025-09-17
VISA INC CL A SHRS P 2019-01-09 2025-01-13
VISA INC CL A SHRS P 2019-04-15 2025-03-12
VISA INC CL A SHRS P 2020-12-10 2025-03-12
VISA INC CL A SHRS P 2021-09-03 2025-09-17
VISA INC CL A SHRS P 2021-09-03 2025-05-15
VISA INC CL A SHRS P 2021-05-19 2025-05-15
VISA INC CL A SHRS P 2019-01-09 2025-02-07
VISA INC CL A SHRS P 2019-01-30 2025-02-07
WSTN DIGITAL CORP DEL P 2024-02-28 2025-03-12
WSTN DIGITAL CORP DEL P 2024-02-28 2025-04-16
ZOETIS INC P 2022-10-27 2025-01-13
ZOETIS INC P 2022-10-27 2025-03-12
ZOETIS INC P 2022-10-27 2025-04-30
APPLOVIN CORP COM P 2024-01-24 2025-01-13
ARM HLDGS PLC P 2025-04-02 2025-05-15
AXON ENTERPRISE INC P 2025-03-12 2025-05-15
BOEING COMPANY P 2025-04-16 2025-05-15
BOEING COMPANY P 2025-02-19 2025-03-12
BOSTON SCIENTIFIC CORP P 2025-04-02 2025-05-15
CAMECO CORP COM P 2025-04-02 2025-05-15
CLOUDFLARE INC REG SHS P 2025-08-06 2025-12-17
CONSTELLATION ENERGY P 2025-04-02 2025-05-15
DATADOG INC REG SHS CL A P 2025-04-16 2025-08-13
DATADOG INC REG SHS CL A P 2025-04-16 2025-05-15
DATADOG INC REG SHS CL A P 2025-02-07 2025-03-12
DELL TECHNOLOGIES INC P 2025-01-30 2025-03-12
DELL TECHNOLOGIES INC P 2025-01-30 2025-04-16
DOLLAR GENERAL CORP P 2025-04-16 2025-05-15
EQUIFAX INC P 2024-05-22 2025-01-13
EQUIFAX INC P 2024-05-22 2025-03-12
EQUIFAX INC P 2024-05-22 2025-04-16
GE VERNOVA LLC P 2024-10-23 2025-01-13
GE VERNOVA LLC P 2024-10-23 2025-03-12
GE VERNOVA LLC P 2024-10-23 2025-05-15
HEWLETT PACKARD P 2025-04-16 2025-05-15
META PLATFORMS INC P 2025-01-31 2025-03-12
META PLATFORMS INC P 2025-01-31 2025-04-16
MICRON TECHNOLOGY INC P 2024-02-28 2025-01-08
MONGODB INC CL A P 2024-08-07 2025-01-13
MONGODB INC CL A P 2025-04-16 2025-08-13
MONGODB INC CL A P 2025-04-16 2025-05-15
MONGODB INC CL A P 2024-08-07 2025-03-12
NETFLIX COM INC P 2025-04-16 2025-05-15
NOVO NORDISK A S ADR P 2024-11-25 2025-01-13
NOVO NORDISK A S ADR P 2024-11-25 2025-03-12
NVIDIA P 2024-03-13 2025-01-13
NVIDIA P 2024-03-13 2025-03-12
ORACLE CORP $0.01 DEL P 2025-03-05 2025-03-12
ORACLE CORP $0.01 DEL P 2025-03-05 2025-05-15
SANDISK CORP P 2024-02-28 2025-02-26
SAP SE SHS P 2025-04-30 2025-12-17
SAP SE SHS P 2025-04-30 2025-05-15
SERVICENOW INC P 2024-05-31 2025-01-13
SERVICENOW INC P 2024-05-31 2025-03-12
SERVICENOW INC P 2024-05-31 2025-05-15
SPDR NYSE TECHNOLOGY P 2025-04-16 2025-05-21
SPDR NYSE TECHNOLOGY P 2025-04-16 2025-05-15
SPDR S&P AEROSPACE & P 2025-03-12 2025-04-16
SPDR S&P SOFTWARE & SERV P 2025-03-12 2025-04-16
SPROUTS FARMERS MARKETS P 2025-04-16 2025-10-30
SPROUTS FARMERS MARKETS P 2025-04-16 2025-05-15
SPROUTS FARMERS MARKETS P 2025-09-17 2025-10-30
TAKE TWO INTER SOFTWARE P 2025-01-30 2025-03-12
TAKE TWO INTER SOFTWARE P 2025-01-30 2025-05-15
TESLA INC P 2024-03-06 2025-01-13
TOPBUILD CORP SHS P 2025-01-08 2025-01-13
TOPBUILD CORP SHS P 2025-01-08 2025-03-12
TOPBUILD CORP SHS P 2025-01-08 2025-05-15
TRADE (THE) DESK INC SHS P 2025-01-08 2025-01-13
TRADE (THE) DESK INC SHS P 2025-04-16 2025-08-08
TRADE (THE) DESK INC SHS P 2025-04-16 2025-05-15
TRADE (THE) DESK INC SHS P 2025-01-08 2025-02-19
UBER TECHNOLOGIES INC P 2024-05-08 2025-01-13
UBER TECHNOLOGIES INC P 2024-05-08 2025-03-12
VANECK PHARMACEUTICAL P 2025-03-12 2025-04-02
VERTIV HLDG CO P 2024-10-23 2025-01-13
VERTIV HLDG CO P 2024-10-23 2025-03-12
WISDOMTREE CLOUD P 2025-03-12 2025-04-02
WSTN DIGITAL CORP DEL P 2024-02-28 2025-01-13
D R HORTON INC P 2024-12-23 2025-01-13
KRAFT (THE) HEINZ CO SHS P 2024-12-23 2025-01-13
UNILEVER PLC NEW ADR P 2025-05-28 2025-10-10
ALLSTATE CORP DEL COM P 2023-10-25 2025-07-14
ALLSTATE CORP DEL COM P 2023-10-25 2025-10-10
ALLSTATE CORP DEL COM P 2023-10-25 2025-07-28
ALLSTATE CORP DEL COM P 2023-10-25 2025-01-13
ALPHABET INC SHS CL A P 2024-05-29 2025-07-14
ALPHABET INC SHS CL A P 2024-05-29 2025-10-10
ALPHABET INC SHS CL A P 2024-05-29 2025-07-28
AMER EXPRESS COMPANY P 2022-03-08 2025-07-14
AMER EXPRESS COMPANY P 2022-03-08 2025-10-10
AMER EXPRESS COMPANY P 2022-03-08 2025-01-13
AMER EXPRESS COMPANY P 2022-03-08 2025-07-28
ASTRAZENECA PLC SPND ADR P 2023-07-13 2025-07-14
ASTRAZENECA PLC SPND ADR P 2023-07-13 2025-10-10
ASTRAZENECA PLC SPND ADR P 2023-07-13 2025-01-13
ASTRAZENECA PLC SPND ADR P 2023-07-13 2025-07-28
BLUE OWL CAP INC P 2023-09-15 2025-01-13
BLUE OWL CAP INC P 2023-09-15 2025-04-16
CONSOLIDATED EDISON INC P 2024-01-10 2025-07-14
CONSOLIDATED EDISON INC P 2024-01-10 2025-01-13
CONSOLIDATED EDISON INC P 2024-01-10 2025-07-28
CONSOLIDATED EDISON INC P 2024-01-10 2025-08-20
DIGITAL RLTY TR INC P 2023-06-22 2025-07-14
DIGITAL RLTY TR INC P 2023-06-22 2025-10-10
DIGITAL RLTY TR INC P 2023-06-22 2025-07-28
DIGITAL RLTY TR INC P 2023-06-22 2025-01-13
EMERSON ELEC CO P 2020-03-10 2025-10-10
EMERSON ELEC CO P 2020-03-10 2025-07-14
EMERSON ELEC CO P 2020-03-10 2025-01-13
EMERSON ELEC CO P 2020-03-10 2025-07-28
ENTERGY CORP NEW P 2020-07-09 2025-07-14
ENTERGY CORP NEW P 2020-07-09 2025-10-10
ENTERGY CORP NEW P 2020-07-09 2025-01-13
ENTERGY CORP NEW P 2020-07-09 2025-07-28
EXXON MOBIL CORP COM P 2022-01-14 2025-07-14
EXXON MOBIL CORP COM P 2022-01-14 2025-10-10
EXXON MOBIL CORP COM P 2022-01-14 2025-07-28
EXXON MOBIL CORP COM P 2022-01-14 2025-01-13
HCA HEALTHCARE INC P 2024-01-10 2025-07-14
HCA HEALTHCARE INC P 2024-01-10 2025-10-10
HCA HEALTHCARE INC P 2024-01-10 2025-01-13
HCA HEALTHCARE INC P 2024-01-10 2025-07-28
HCA HEALTHCARE INC P 2024-01-10 2025-10-22
HP INC P 2024-01-10 2025-01-13
HP INC P 2024-01-10 2025-04-16
INTL BUSINESS MACHINES P 2023-03-16 2025-07-14
INTL BUSINESS MACHINES P 2023-03-16 2025-10-10
INTL BUSINESS MACHINES P 2023-03-16 2025-01-13
INTL BUSINESS MACHINES P 2023-03-16 2025-07-28
ISHARES BROAD USD INVST P 2023-09-27 2025-07-14
ISHARES BROAD USD INVST P 2023-09-27 2025-10-10
ISHARES BROAD USD INVST P 2023-09-27 2025-07-28
ISHARES BROAD USD INVST P 2023-09-27 2025-01-13
ISHARES MBS ETF P 2023-09-27 2025-07-14
ISHARES MBS ETF P 2023-09-27 2025-10-10
ISHARES MBS ETF P 2023-09-27 2025-07-28
ISHARES MBS ETF P 2023-09-27 2025-01-13
ISHARES PREFERRED P 2023-10-24 2025-07-14
ISHARES PREFERRED P 2023-10-24 2025-10-10
ISHARES PREFERRED P 2023-10-24 2025-07-28
ISHARES PREFERRED P 2023-10-24 2025-01-13
JANUS HENDERSON AAA P 2024-09-25 2025-10-10
JPMORGAN CHASE & CO P 2014-10-07 2025-07-28
JPMORGAN CHASE & CO P 2014-10-07 2025-07-28
JPMORGAN CHASE & CO P 2014-10-07 2025-07-14
JPMORGAN CHASE & CO P 2014-10-15 2025-10-10
JPMORGAN CHASE & CO P 2014-10-15 2025-07-28
JPMORGAN CHASE & CO P 2014-10-07 2025-01-13
KINDER MORGAN INC. DEL P 2020-10-28 2025-07-14
KINDER MORGAN INC. DEL P 2020-10-28 2025-10-10
KINDER MORGAN INC. DEL P 2020-10-28 2025-07-28
KINDER MORGAN INC. DEL P 2020-10-28 2025-01-13
LOCKHEED MARTIN CORP P 2014-07-15 2025-07-28
LOCKHEED MARTIN CORP P 2015-08-04 2025-10-10
LOCKHEED MARTIN CORP P 2014-10-02 2025-07-28
LOCKHEED MARTIN CORP P 2014-10-02 2025-10-10
LOCKHEED MARTIN CORP P 2014-07-23 2025-07-28
LOCKHEED MARTIN CORP P 2014-01-14 2025-07-14
LOCKHEED MARTIN CORP P 2014-01-14 2025-01-13
LOWE'S COMPANIES INC P 2024-02-14 2025-05-28
MCDONALDS CORP COM P 2017-08-09 2025-01-13
MCDONALDS CORP COM P 2017-08-09 2025-07-14
MCDONALDS CORP COM P 2017-08-09 2025-10-10
MCDONALDS CORP COM P 2017-03-22 2025-01-13
MCDONALDS CORP COM P 2017-08-09 2025-07-28
MEDTRONIC PLC SHS P 2024-01-10 2025-07-14
MEDTRONIC PLC SHS P 2024-01-10 2025-10-10
MEDTRONIC PLC SHS P 2024-01-10 2025-01-13
MEDTRONIC PLC SHS P 2024-01-10 2025-07-28
MICROSOFT CORP P 2024-05-29 2025-07-14
MICROSOFT CORP P 2024-05-29 2025-10-10
MICROSOFT CORP P 2024-05-29 2025-07-28
NEXTERA ENERGY INC SHS P 2013-07-09 2025-07-14
NEXTERA ENERGY INC SHS P 2013-07-09 2025-10-10
NEXTERA ENERGY INC SHS P 2013-07-09 2025-07-28
NEXTERA ENERGY INC SHS P 2013-07-09 2025-01-13
PEPSICO INC P 2018-06-25 2025-07-14
PEPSICO INC P 2018-06-25 2025-10-10
PEPSICO INC P 2018-06-25 2025-07-28
PEPSICO INC P 2018-06-25 2025-01-13
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-07-14
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-10-10
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-07-28
PRINCIPAL FINANCIAL GRP P 2022-03-08 2025-01-13
PROCTER & GAMBLE CO P 2022-09-26 2025-10-10
PROCTER & GAMBLE CO P 2022-09-26 2025-07-14
PROCTER & GAMBLE CO P 2022-09-26 2025-07-28
PROCTER & GAMBLE CO P 2021-05-19 2025-01-13
PROCTER & GAMBLE CO P 2021-05-19 2025-01-30
PROCTER & GAMBLE CO P 2021-09-03 2025-01-30
PROCTER & GAMBLE CO P 2021-09-17 2025-01-30
PROCTER & GAMBLE CO P 2021-05-19 2025-01-30
PROCTER & GAMBLE CO P 2022-09-26 2025-11-12
PROCTER & GAMBLE CO P 2022-09-26 2025-01-30
PUB SVC ENTERPRISE GRP P 2024-08-07 2025-10-10
QUALCOMM INC P 2020-04-14 2025-07-14
QUALCOMM INC P 2020-04-14 2025-10-10
QUALCOMM INC P 2020-04-14 2025-07-28
QUALCOMM INC P 2020-04-14 2025-01-13
REALTY INCM CRP MD PV$1. P 2024-01-10 2025-07-14
REALTY INCM CRP MD PV$1. P 2024-01-10 2025-10-10
REALTY INCM CRP MD PV$1. P 2024-01-10 2025-01-13
REALTY INCM CRP MD PV$1. P 2024-01-10 2025-07-28
RTX CORP P 2024-08-14 2025-10-10
SCHWAB INTERMEDIATE-TERM P 2023-09-27 2025-07-14
SCHWAB INTERMEDIATE-TERM P 2023-09-27 2025-10-10
SCHWAB INTERMEDIATE-TERM P 2023-09-27 2025-07-28
SCHWAB INTERMEDIATE-TERM P 2023-09-27 2025-01-13
SIMON PROPERTY GROUP DEL P 2023-03-16 2025-07-14
SIMON PROPERTY GROUP DEL P 2023-03-16 2025-10-10
SIMON PROPERTY GROUP DEL P 2023-03-16 2025-07-28
SIMON PROPERTY GROUP DEL P 2023-03-16 2025-01-13
SPDR PORTFOLIO INTERMEDI P 2023-05-09 2025-07-14
SPDR PORTFOLIO INTERMEDI P 2023-05-09 2025-10-10
SPDR PORTFOLIO INTERMEDI P 2023-05-09 2025-07-28
SPDR PORTFOLIO INTERMEDI P 2023-05-09 2025-01-13
TRUIST FINL CORP P 2023-09-14 2025-07-14
TRUIST FINL CORP P 2023-09-14 2025-10-10
TRUIST FINL CORP P 2023-09-14 2025-07-28
TRUIST FINL CORP P 2023-09-14 2025-01-13
VANGUARD LONG-TERM CORP P 2024-05-08 2025-07-14
VANGUARD LONG-TERM CORP P 2024-05-08 2025-10-10
VANGUARD LONG-TERM CORP P 2024-05-08 2025-07-28
WALMART INC P 2018-10-25 2025-07-14
WALMART INC P 2018-10-25 2025-10-10
WALMART INC P 2018-10-25 2025-01-31
WALMART INC P 2018-10-25 2025-07-28
WALMART INC P 2018-10-25 2025-01-13
WALMART INC P 2018-10-25 2025-01-31
WELLS FARGO & CO P 2023-05-08 2025-07-14
WELLS FARGO & CO P 2023-05-08 2025-10-10
WELLS FARGO & CO P 2023-05-08 2025-01-13
WELLS FARGO & CO P 2023-05-08 2025-07-28
WILLIAMS COMPANIES DEL P 2021-10-04 2025-07-14
WILLIAMS COMPANIES DEL P 2021-10-04 2025-10-10
WILLIAMS COMPANIES DEL P 2021-10-04 2025-07-28
WILLIAMS COMPANIES DEL P 2021-10-04 2025-01-13
XCEL ENERGY INC P 2024-09-11 2025-10-10
ACCENTURE PLC SHS P 2025-04-02 2025-07-14
ACCENTURE PLC SHS P 2025-04-02 2025-07-28
ACCENTURE PLC SHS P 2025-04-02 2025-08-13
ALPHABET INC SHS CL A P 2024-05-29 2025-01-13
AT&T INC P 2025-02-26 2025-10-10
AT&T INC P 2025-02-26 2025-07-14
AT&T INC P 2025-02-26 2025-07-28
COMCAST CORP NEW CL A P 2024-05-29 2025-01-13
COMCAST CORP NEW CL A P 2024-05-29 2025-01-31
CSX CORP P 2025-08-13 2025-10-10
D R HORTON INC P 2024-12-23 2025-02-26
D R HORTON INC P 2024-12-23 2025-01-13
D R HORTON INC P 2024-12-23 2025-02-26
EATON CORP PLC P 2024-10-16 2025-07-14
EATON CORP PLC P 2024-10-16 2025-10-10
EATON CORP PLC P 2024-10-16 2025-07-28
EATON CORP PLC P 2024-10-16 2025-01-13
FIRST TRUST NASDAQ P 2025-04-16 2025-05-21
FREEPORT-MCMORAN INC P 2024-12-23 2025-07-14
FREEPORT-MCMORAN INC P 2024-12-23 2025-10-10
FREEPORT-MCMORAN INC P 2024-12-23 2025-01-13
FREEPORT-MCMORAN INC P 2024-12-23 2025-07-28
GILEAD SCIENCES INC COM P 2025-01-15 2025-07-14
GILEAD SCIENCES INC COM P 2025-01-15 2025-10-10
GILEAD SCIENCES INC COM P 2025-01-15 2025-07-28
HEWLETT PACKARD P 2025-04-16 2025-07-14
HEWLETT PACKARD P 2025-04-16 2025-10-10
HEWLETT PACKARD P 2025-04-16 2025-07-28
HEWLETT PACKARD P 2025-01-31 2025-03-12
HP INC P 2025-05-21 2025-07-14
HP INC P 2025-05-21 2025-10-10
HP INC P 2025-05-21 2025-07-28
HP INC P 2025-05-21 2025-12-17
HSBC HLDG PLC SP ADR P 2025-04-02 2025-07-14
HSBC HLDG PLC SP ADR P 2025-04-02 2025-10-10
HSBC HLDG PLC SP ADR P 2025-04-02 2025-07-28
ISHARES 0-3 P 2025-05-16 2025-07-14
ISHARES 0-3 P 2025-05-16 2025-07-28
ISHARES 0-3 P 2025-05-16 2025-09-16
ISHARES SHORT TREASURY P 2025-05-16 2025-10-10
ISHARES SHORT TREASURY P 2025-05-16 2025-07-14
ISHARES SHORT TREASURY P 2025-05-16 2025-07-28
ISHARES SHORT TREASURY P 2025-05-16 2025-08-07
ISHARES SHORT TREASURY P 2025-05-16 2025-09-16
JANUS HENDERSON AAA P 2024-09-25 2025-07-14
JANUS HENDERSON AAA P 2024-09-25 2025-07-28
JANUS HENDERSON AAA P 2024-09-25 2025-01-13
KRAFT (THE) HEINZ CO SHS P 2024-12-23 2025-01-15
KRAFT (THE) HEINZ CO SHS P 2024-12-23 2025-01-13
KRAFT (THE) HEINZ CO SHS P 2024-12-23 2025-01-15
LOWE'S COMPANIES INC P 2024-02-14 2025-01-13
MAGNUM (THE) ICE CREAM P 2025-05-28 2025-12-19
MAGNUM (THE) ICE CREAM P 2025-05-28 2025-12-17
MAGNUM (THE) ICE CREAM P 2025-09-10 2025-12-17
MAGNUM (THE) ICE CREAM P 2025-05-28 2025-12-17
MICROSOFT CORP P 2024-05-29 2025-01-13
PUB SVC ENTERPRISE GRP P 2024-08-07 2025-07-14
PUB SVC ENTERPRISE GRP P 2024-08-07 2025-07-28
PUB SVC ENTERPRISE GRP P 2024-08-07 2025-01-13
RTX CORP P 2024-08-14 2025-07-14
RTX CORP P 2024-08-14 2025-01-13
RTX CORP P 2024-08-14 2025-07-28
SANOFI ADR P 2025-08-21 2025-09-10
SANOFI ADR P 2025-08-20 2025-09-10
SPDR KBW REGIONAL BANKIN P 2025-03-12 2025-04-16
SYNCHRONY FINL COM P 2025-01-30 2025-03-12
TARGET CORP COM P 2024-08-07 2025-01-13
TARGET CORP COM P 2024-08-07 2025-02-26
TECHNOLOGY SELECT P 2025-03-12 2025-04-02
TEXAS INSTRUMENTS P 2025-05-21 2025-10-10
TEXAS INSTRUMENTS P 2025-05-21 2025-07-14
TEXAS INSTRUMENTS P 2024-05-22 2025-01-13
TEXAS INSTRUMENTS P 2025-05-21 2025-07-28
TEXAS INSTRUMENTS P 2024-05-22 2025-04-16
TEXAS INSTRUMENTS P 2025-05-21 2025-10-22
TORONTO DOMINION BANK P 2025-04-16 2025-07-14
TORONTO DOMINION BANK P 2025-04-16 2025-10-10
TORONTO DOMINION BANK P 2025-04-16 2025-07-28
UNILEVER PLC NEW ADR P 2025-05-28 2025-07-14
UNILEVER PLC NEW ADR P 2025-05-28 2025-07-28
VANGUARD LONG-TERM CORP P 2024-05-08 2025-01-13
WELLTOWER INC P 2025-01-31 2025-07-14
WELLTOWER INC P 2025-01-31 2025-10-10
WELLTOWER INC P 2025-01-31 2025-07-28
XCEL ENERGY INC P 2024-09-11 2025-07-14
XCEL ENERGY INC P 2024-09-11 2025-01-13
XCEL ENERGY INC P 2024-09-11 2025-07-28
(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 7,733   1,695 6,038
b 51,242   10,438 40,804
c 53,164   11,776 41,388
d 1,504   423 1,081
e 2,507   858 1,649
3,342   1,086 2,256
17,122   6,007 11,115
26,091   14,122 11,969
26,738   9,371 17,367
26,738   9,800 16,938
35,875   19,058 16,817
41,192   10,149 31,043
157,088   51,640 105,448
160,135   86,900 73,235
507   183 324
3,381   1,260 2,121
9,467   3,715 5,752
9,707   5,228 4,479
9,871   4,664 5,207
11,514   3,658 7,856
46,724   18,841 27,883
47,333   16,009 31,324
29,439   2,179 27,260
162,006   13,138 148,868
187,780   14,784 172,996
11,797   9,538 2,259
19,403   13,094 6,309
26,422   18,221 8,201
37,775   26,873 10,902
95,871   63,380 32,491
95,720   40,023 55,697
532,788   241,310 291,478
585,913   271,377 314,536
10,249   5,376 4,873
11,652   7,167 4,485
22,867   21,240 1,627
36,703   22,161 14,542
37,577   21,939 15,638
53,993   32,254 21,739
75,815   12,355 63,460
116,770   13,937 102,833
4,360   1,140 3,220
25,326   6,837 18,489
30,346   7,597 22,749
3,936   1,889 2,047
16,729   7,692 9,037
20,974   11,946 9,028
43,300   18,645 24,655
51,179   30,407 20,772
72,198   31,863 40,335
84,631   34,686 49,945
11,469   6,212 5,257
59,467   36,868 22,599
109,798   76,480 33,318
15,321   1,739 13,582
42,780   6,556 36,224
56,392   9,163 47,229
80,490   9,929 70,561
113,367   16,682 96,685
124,593   13,828 110,765
131,646   16,928 114,718
383,076   53,231 329,845
895,135   104,414 790,721
3,209   1,906 1,303
18,412   11,571 6,841
19,172   11,026 8,146
22,605   13,068 9,537
4,150   3,633 517
4,556   3,692 864
8,368   12,670 -4,302
11,675   17,358 -5,683
16,635   24,808 -8,173
17,344   27,725 -10,381
20,178   36,752 -16,574
25,025   3,033 21,992
44,370   4,943 39,427
142,184   17,992 124,192
152,291   18,423 133,868
5,967   4,134 1,833
10,106   7,641 2,465
15,785   14,787 998
18,191   13,309 4,882
18,287   17,059 1,228
21,656   16,795 4,861
22,233   21,274 959
24,736   18,383 6,353
25,698   23,998 1,700
26,757   27,072 -315
53,161   53,107 54
127,111   72,410 54,701
443   480 -37
3,986   3,829 157
4,872   3,831 1,041
8,273   6,559 1,714
10,186   7,592 2,594
13,140   13,944 -804
13,558   11,961 1,597
13,995   8,275 5,720
14,172   16,526 -2,354
14,600   11,959 2,641
15,865   9,051 6,814
16,675   9,949 6,726
18,157   19,629 -1,472
26,241   22,927 3,314
31,146   27,608 3,538
155,927   83,475 72,452
8,918   3,009 5,909
28,066   11,809 16,257
32,497   11,035 21,462
53,017   18,245 34,772
18,032   6,483 11,549
94,049   39,142 54,907
118,587   44,035 74,552
40,084   15,897 24,187
249,437   96,656 152,781
251,609   108,738 142,871
3,954   3,162 792
23,494   18,975 4,519
28,026   21,294 6,732
2,273   931 1,342
3,898   1,554 2,344
4,546   2,168 2,378
7,955   4,000 3,955
18,711   7,092 11,619
63,251   25,562 37,689
63,983   27,146 36,837
133,720   64,563 69,157
445   284 161
1,557   1,195 362
2,001   1,435 566
3,335   2,391 944
3,558   2,530 1,028
5,559   3,535 2,024
7,116   4,911 2,205
7,560   6,155 1,405
8,450   5,373 3,077
17,122   10,868 6,254
18,212   11,545 6,667
19,260   11,545 7,715
20,235   13,116 7,119
25,349   18,479 6,870
30,686   23,207 7,479
91,890   63,996 27,894
2,203   979 1,224
4,897   3,057 1,840
15,041   8,147 6,894
18,364   9,619 8,745
21,861   9,851 12,010
22,414   11,351 11,063
31,349   13,771 17,578
37,077   21,807 15,270
43,548   18,535 25,013
43,723   25,104 18,619
125,397   53,843 71,554
5,052   1,538 3,514
39,347   12,169 27,178
55,577   19,005 36,572
57,929   19,222 38,707
62,875   18,559 44,316
70,173   22,197 47,976
82,524   25,651 56,873
160,802   53,677 107,125
5,904   5,672 232
37,986   34,032 3,954
42,726   38,083 4,643
6,570   5,533 1,037
41,314   33,623 7,691
52,398   38,305 14,093
906   422 484
17,877   5,201 12,676
23,996   11,834 12,162
50,306   19,256 31,050
61,575   42,117 19,458
90,098   60,022 30,076
126,833   52,836 73,997
129,941   68,990 60,951
195,590   68,750 126,840
250,228   104,239 145,989
590   354 236
3,336   2,095 1,241
12,971   7,750 5,221
15,914   12,435 3,479
20,126   15,761 4,365
24,764   15,381 9,383
26,113   16,870 9,243
28,122   17,604 10,518
35,111   22,142 12,969
37,958   24,944 13,014
46,024   30,128 15,896
47,187   29,960 17,227
50,549   32,684 17,865
53,655   33,282 20,373
121,466   78,520 42,946
34,683   22,989 11,694
5,447   1,771 3,676
13,082   3,917 9,165
14,978   4,500 10,478
31,318   10,043 21,275
38,773   11,907 26,866
70,644   22,093 48,551
70,806   22,924 47,882
84,422   27,240 57,182
84,422   28,875 55,547
166,143   47,256 118,887
7,228   6,084 1,144
46,110   36,698 9,412
51,329   41,277 10,052
8,934   1,964 6,970
14,353   4,899 9,454
24,204   8,684 15,520
34,336   6,305 28,031
64,010   11,886 52,124
4,823   3,881 942
28,386   22,508 5,878
28,793   23,285 5,508
35,326   26,389 8,937
12,097   2,215 9,882
64,610   13,230 51,380
73,991   14,861 59,130
22,089   18,900 3,189
5,358   5,543 -185
29,544   34,266 -4,722
58,358   70,548 -12,190
6,620   1,358 5,262
35,018   8,145 26,873
42,904   9,132 33,772
106,416   77,358 29,058
15,958   8,790 7,168
22,867   5,499 17,368
30,372   7,913 22,459
80,306   62,912 17,394
111,463   111,307 156
348   166 182
531   196 335
5,842   2,746 3,096
14,596   7,864 6,732
15,666   7,876 7,790
29,341   14,763 14,578
33,220   11,514 21,706
36,112   17,003 19,109
37,185   19,297 17,888
70,498   32,001 38,497
92,139   35,800 56,339
142,022   50,776 91,246
17,743   10,576 7,167
127,829   63,709 64,120
134,582   71,609 62,973
32,971   24,521 8,450
341   226 115
2,989   1,752 1,237
3,985   2,139 1,846
5,314   2,174 3,140
6,642   4,165 2,477
7,970   5,065 2,905
21,735   12,496 9,239
22,522   14,943 7,579
25,594   15,642 9,952
27,222   12,357 14,865
28,892   13,919 14,973
33,210   20,774 12,436
38,220   25,276 12,944
41,296   25,728 15,568
46,367   28,436 17,931
58,761   23,326 35,435
229,799   89,272 140,527
19,589   19,922 -333
33,810   41,373 -7,563
4,823   4,386 437
28,246   26,315 1,931
56,053   54,748 1,305
14,592   2,066 12,526
36,547   29,639 6,908
79,998   59,970 20,028
35,648   26,647 9,001
47,849   57,175 -9,326
54,037   51,345 2,692
44,403   36,553 7,850
67,213   72,229 -5,016
40,858   29,386 11,472
15,978   11,604 4,374
17,198   13,647 3,551
203,604   287,861 -84,257
51,572   56,679 -5,107
94,314   117,653 -23,339
6,376   6,048 328
4,443   4,341 102
26,159   26,286 -127
50,027   54,260 -4,233
6,181   4,770 1,411
30,605   28,618 1,987
49,988   32,546 17,442
71,834   60,956 10,878
22,365   25,163 -2,798
38,648   53,122 -14,474
91,864   83,419 8,445
7,610   7,559 51
15,147   11,563 3,584
16,290   13,622 2,668
115,480   140,793 -25,313
200,143   164,157 35,986
5,982   7,473 -1,491
97,909   138,626 -40,717
5,020   3,386 1,634
26,469   20,405 6,064
6,809   7,123 -314
8,184   8,072 112
32   27 5
21,667   25,609 -3,942
30,929   30,213 716
5,007   3,267 1,740
26,986   20,907 6,079
38,392   24,174 14,218
104,566   85,856 18,710
124,551   101,808 22,743
49,744   48,221 1,523
304,842   331,773 -26,931
2,497   5,091 -2,594
6,356   6,204 152
53,910   86,561 -32,651
83,916   78,251 5,665
106,812   88,008 18,804
9,429   4,258 5,171
18,897   19,073 -176
110,006   114,437 -4,431
119,143   128,742 -9,599
4,577   4,740 -163
5,779   5,118 661
9,725   6,084 3,641
56,606   87,634 -31,028
3,576   3,618 -42
23,094   21,774 1,320
93,676   97,364 -3,688
4,998   4,650 348
65,273   87,561 -22,288
66,470   67,471 -1,001
4,725   4,346 379
137   139 -2
86   91 -5
6,341   6,705 -364
2,534   1,636 898
2,922   1,762 1,160
4,606   3,021 1,585
4,749   3,273 1,476
2,361   2,290 71
3,409   2,466 943
4,613   4,228 385
3,847   1,895 1,952
3,921   1,895 2,026
6,740   3,632 3,108
6,816   3,474 3,342
5,260   4,936 324
6,477   5,139 1,338
9,456   9,670 -214
9,627   9,061 566
7,328   3,968 3,360
138,727   96,630 42,097
1,916   1,792 124
3,173   3,395 -222
3,438   3,206 232
86,456   79,678 6,778
8,849   5,501 3,348
9,400   5,712 3,688
16,620   9,944 6,676
17,379   10,684 6,695
10,685   4,227 6,458
10,917   4,071 6,846
17,946   7,985 9,961
21,191   7,411 13,780
4,764   2,496 2,268
5,892   2,625 3,267
8,608   4,906 3,702
9,222   4,562 4,660
6,368   4,011 2,357
6,606   4,226 2,380
11,499   7,377 4,122
11,985   7,950 4,035
2,267   1,689 578
2,500   1,689 811
3,641   3,377 264
3,738   3,096 642
121,922   78,242 43,680
3,682   3,421 261
66,017   84,577 -18,560
3,130   1,356 1,774
3,464   1,480 1,984
4,757   2,713 2,044
5,500   2,589 2,911
41,308   39,211 2,097
44,210   40,950 3,260
75,914   71,662 4,252
79,210   76,926 2,284
12,341   11,856 485
13,230   12,390 840
22,575   21,661 914
23,598   23,265 333
45,552   41,958 3,594
48,294   43,850 4,444
83,264   76,694 6,570
88,931   82,340 6,591
5,976   6,001 -25
594   119 475
6,235   1,252 4,983
26,515   5,484 21,031
29,711   5,442 24,269
43,049   8,220 34,829
44,048   10,789 33,259
13,467   4,353 9,114
13,828   4,553 9,275
23,836   7,960 15,876
26,752   8,551 18,201
2,537   971 1,566
6,580   2,719 3,861
12,262   5,119 7,143
13,160   4,590 8,570
13,954   5,554 8,400
17,500   5,554 11,946
34,735   10,958 23,777
267,324   267,121 203
5,049   2,793 2,256
20,147   10,395 9,752
20,517   10,860 9,657
31,697   14,537 17,160
36,392   18,927 17,465
1,792   1,740 52
2,035   1,827 208
3,143   3,393 -250
3,409   3,219 190
3,014   2,578 436
3,134   2,578 556
5,104   4,297 807
3,526   959 2,567
4,127   999 3,128
6,054   1,734 4,320
6,155   1,876 4,279
6,923   5,557 1,366
7,894   5,774 2,120
13,328   10,241 3,087
14,284   10,895 3,389
2,344   1,897 447
2,497   1,962 535
4,247   3,467 780
4,383   3,729 654
1,055   952 103
1,078   952 126
2,037   1,769 268
6,700   5,702 998
7,988   7,062 926
13,646   11,825 1,821
15,810   13,742 2,068
23,631   19,279 4,352
46,633   42,853 3,780
52,921   43,261 9,660
15,680   15,130 550
10,343   5,134 5,209
11,477   5,364 6,113
19,694   9,348 10,346
20,409   10,038 10,371
1,698   1,685 13
1,818   1,793 25
2,962   3,342 -380
3,027   3,079 -52
10,638   7,746 2,892
37,143   34,963 2,180
39,733   36,553 3,180
68,297   63,909 4,388
70,586   68,613 1,973
2,107   1,404 703
2,329   1,404 925
3,812   2,484 1,328
4,269   2,700 1,569
42,099   40,845 1,254
44,660   42,689 1,971
77,237   74,641 2,596
80,550   80,106 444
4,607   2,968 1,639
4,711   3,115 1,596
8,309   5,436 2,873
8,560   5,848 2,712
5,349   5,442 -93
5,822   5,668 154
9,818   9,901 -83
17,821   6,171 11,650
20,066   6,435 13,631
28,065   9,438 18,627
33,275   11,286 21,989
54,893   19,701 35,192
529,603   178,104 351,499
16,427   7,602 8,825
16,431   7,911 8,520
27,147   14,895 12,252
29,704   13,853 15,851
5,764   2,538 3,226
6,590   2,658 3,932
10,329   4,662 5,667
10,781   5,035 5,746
3,522   2,728 794
3,641   4,067 -426
6,625   7,509 -884
142,771   186,151 -43,380
4,904   4,580 324
2,508   2,589 -81
2,522   2,482 40
4,696   4,538 158
4,328   4,514 -186
98,305   111,751 -13,446
3,266   3,239 27
129   143 -14
2,596   2,645 -49
64,977   69,884 -4,907
1,079   1,017 62
1,536   1,356 180
2,357   2,034 323
2,373   2,373 0
122,926   103,983 18,943
1,679   1,442 237
1,689   1,520 169
2,848   2,844 4
2,961   2,650 311
1,680   1,382 298
1,783   1,382 401
3,066   2,488 578
4,075   2,928 1,147
5,280   3,062 2,218
7,450   5,347 2,103
398,675   561,557 -162,882
722   843 -121
799   873 -74
1,369   1,542 -173
31,666   37,753 -6,087
4,436   4,104 332
4,957   4,277 680
8,366   7,514 852
72,170   72,202 -32
132,199   132,035 164
3,302,364   3,302,692 -328
9,043   9,043 0
72,189   72,233 -44
132,241   132,115 126
506,736   507,288 -552
2,399,788   2,398,700 1,088
5,725   5,747 -22
10,455   10,477 -22
11,278   11,291 -13
86   96 -10
2,587   2,735 -148
65,375   69,459 -4,084
11,936   10,829 1,107
10   9 1
344   366 -22
1,725   1,740 -15
12,583   12,789 -206
4,162   4,297 -135
15,072   14,496 576
29,140   26,537 2,603
30,134   28,438 1,696
9,381   7,394 1,987
14,491   14,554 -63
18,088   13,615 4,473
28,097   30,448 -2,351
51,770   56,102 -4,332
82,016   89,422 -7,406
87,943   115,344 -27,401
2,363   2,331 32
54,103   59,101 -4,998
395,638   406,273 -10,635
1,614   1,689 -75
1,980   1,689 291
2,071   2,232 -161
3,036   3,003 33
39,237   53,969 -14,732
67,018   75,441 -8,423
2,070   1,686 384
3,327   2,529 798
3,852   3,131 721
5,314   5,503 -189
9,420   10,058 -638
10,334   10,657 -323
2,363   2,055 308
2,674   2,192 482
4,280   3,699 581
2,821   2,602 219
5,160   5,140 20
5,365   4,759 606
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,038
b       40,804
c       41,388
d       1,081
e       1,649
      2,256
      11,115
      11,969
      17,367
      16,938
      16,817
      31,043
      105,448
      73,235
      324
      2,121
      5,752
      4,479
      5,207
      7,856
      27,883
      31,324
      27,260
      148,868
      172,996
      2,259
      6,309
      8,201
      10,902
      32,491
      55,697
      291,478
      314,536
      4,873
      4,485
      1,627
      14,542
      15,638
      21,739
      63,460
      102,833
      3,220
      18,489
      22,749
      2,047
      9,037
      9,028
      24,655
      20,772
      40,335
      49,945
      5,257
      22,599
      33,318
      13,582
      36,224
      47,229
      70,561
      96,685
      110,765
      114,718
      329,845
      790,721
      1,303
      6,841
      8,146
      9,537
      517
      864
      -4,302
      -5,683
      -8,173
      -10,381
      -16,574
      21,992
      39,427
      124,192
      133,868
      1,833
      2,465
      998
      4,882
      1,228
      4,861
      959
      6,353
      1,700
      -315
      54
      54,701
      -37
      157
      1,041
      1,714
      2,594
      -804
      1,597
      5,720
      -2,354
      2,641
      6,814
      6,726
      -1,472
      3,314
      3,538
      72,452
      5,909
      16,257
      21,462
      34,772
      11,549
      54,907
      74,552
      24,187
      152,781
      142,871
      792
      4,519
      6,732
      1,342
      2,344
      2,378
      3,955
      11,619
      37,689
      36,837
      69,157
      161
      362
      566
      944
      1,028
      2,024
      2,205
      1,405
      3,077
      6,254
      6,667
      7,715
      7,119
      6,870
      7,479
      27,894
      1,224
      1,840
      6,894
      8,745
      12,010
      11,063
      17,578
      15,270
      25,013
      18,619
      71,554
      3,514
      27,178
      36,572
      38,707
      44,316
      47,976
      56,873
      107,125
      232
      3,954
      4,643
      1,037
      7,691
      14,093
      484
      12,676
      12,162
      31,050
      19,458
      30,076
      73,997
      60,951
      126,840
      145,989
      236
      1,241
      5,221
      3,479
      4,365
      9,383
      9,243
      10,518
      12,969
      13,014
      15,896
      17,227
      17,865
      20,373
      42,946
      11,694
      3,676
      9,165
      10,478
      21,275
      26,866
      48,551
      47,882
      57,182
      55,547
      118,887
      1,144
      9,412
      10,052
      6,970
      9,454
      15,520
      28,031
      52,124
      942
      5,878
      5,508
      8,937
      9,882
      51,380
      59,130
      3,189
      -185
      -4,722
      -12,190
      5,262
      26,873
      33,772
      29,058
      7,168
      17,368
      22,459
      17,394
      156
      182
      335
      3,096
      6,732
      7,790
      14,578
      21,706
      19,109
      17,888
      38,497
      56,339
      91,246
      7,167
      64,120
      62,973
      8,450
      115
      1,237
      1,846
      3,140
      2,477
      2,905
      9,239
      7,579
      9,952
      14,865
      14,973
      12,436
      12,944
      15,568
      17,931
      35,435
      140,527
      -333
      -7,563
      437
      1,931
      1,305
      12,526
      6,908
      20,028
      9,001
      -9,326
      2,692
      7,850
      -5,016
      11,472
      4,374
      3,551
      -84,257
      -5,107
      -23,339
      328
      102
      -127
      -4,233
      1,411
      1,987
      17,442
      10,878
      -2,798
      -14,474
      8,445
      51
      3,584
      2,668
      -25,313
      35,986
      -1,491
      -40,717
      1,634
      6,064
      -314
      112
      5
      -3,942
      716
      1,740
      6,079
      14,218
      18,710
      22,743
      1,523
      -26,931
      -2,594
      152
      -32,651
      5,665
      18,804
      5,171
      -176
      -4,431
      -9,599
      -163
      661
      3,641
      -31,028
      -42
      1,320
      -3,688
      348
      -22,288
      -1,001
      379
      -2
      -5
      -364
      898
      1,160
      1,585
      1,476
      71
      943
      385
      1,952
      2,026
      3,108
      3,342
      324
      1,338
      -214
      566
      3,360
      42,097
      124
      -222
      232
      6,778
      3,348
      3,688
      6,676
      6,695
      6,458
      6,846
      9,961
      13,780
      2,268
      3,267
      3,702
      4,660
      2,357
      2,380
      4,122
      4,035
      578
      811
      264
      642
      43,680
      261
      -18,560
      1,774
      1,984
      2,044
      2,911
      2,097
      3,260
      4,252
      2,284
      485
      840
      914
      333
      3,594
      4,444
      6,570
      6,591
      -25
      475
      4,983
      21,031
      24,269
      34,829
      33,259
      9,114
      9,275
      15,876
      18,201
      1,566
      3,861
      7,143
      8,570
      8,400
      11,946
      23,777
      203
      2,256
      9,752
      9,657
      17,160
      17,465
      52
      208
      -250
      190
      436
      556
      807
      2,567
      3,128
      4,320
      4,279
      1,366
      2,120
      3,087
      3,389
      447
      535
      780
      654
      103
      126
      268
      998
      926
      1,821
      2,068
      4,352
      3,780
      9,660
      550
      5,209
      6,113
      10,346
      10,371
      13
      25
      -380
      -52
      2,892
      2,180
      3,180
      4,388
      1,973
      703
      925
      1,328
      1,569
      1,254
      1,971
      2,596
      444
      1,639
      1,596
      2,873
      2,712
      -93
      154
      -83
      11,650
      13,631
      18,627
      21,989
      35,192
      351,499
      8,825
      8,520
      12,252
      15,851
      3,226
      3,932
      5,667
      5,746
      794
      -426
      -884
      -43,380
      324
      -81
      40
      158
      -186
      -13,446
      27
      -14
      -49
      -4,907
      62
      180
      323
      0
      18,943
      237
      169
      4
      311
      298
      401
      578
      1,147
      2,218
      2,103
      -162,882
      -121
      -74
      -173
      -6,087
      332
      680
      852
      -32
      164
      -328
      0
      -44
      126
      -552
      1,088
      -22
      -22
      -13
      -10
      -148
      -4,084
      1,107
      1
      -22
      -15
      -206
      -135
      576
      2,603
      1,696
      1,987
      -63
      4,473
      -2,351
      -4,332
      -7,406
      -27,401
      32
      -4,998
      -10,635
      -75
      291
      -161
      33
      -14,732
      -8,423
      384
      798
      721
      -189
      -638
      -323
      308
      482
      581
      219
      20
      606
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 8,549,490
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) 1 134,208
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........................... 3 134,208
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- ..... 5 134,208
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 135,405
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.............. 7 135,405
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 1,197
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,197 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)
IN
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 ofMR CHRIS WILGUS Telephone no. (317) 688-6534

Located at9820 ASSOCIATION COURTINDIANAPOLISIN ZIP+446280
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
 
 
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
JULIE D WOOD PRESIDENT/DIRECTOR
1.00 		0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
JEFFREY WOOD DIRECTOR
1.00 		0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
JOHN WOOD DIRECTOR
1.00 		0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
APRIL WOOD DIRECTOR
1.00 		0 0 0
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
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
42,100,909
b
Average of monthly cash balances.......................
1b
464,078
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
42,564,987
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
42,564,987
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
638,475
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,926,512
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,096,326
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
2,096,326
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
134,208
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
134,208
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,962,118
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,962,118
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
1,962,118
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
15,802,253
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
15,802,253
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 1,962,118
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...... 1,434,552
e From 2024...... 18,099,803
f Total of lines 3a through e ........ 19,534,355
4Qualifying distributions for 2025 from Part
XI, line 4: $ 15,802,253
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..... 1,962,118
e Remaining amount distributed out of corpus 13,840,135
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 33,374,490
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 ...... 		33,374,490
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 1,434,552
d Excess from 2024 .... 18,099,803
e Excess from 2025 .... 13,840,135
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).)
JULIE D WOOD
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 e-mail address of the person to whom applications should be addressed:
JULIE WOOD
9820 ASSOCIATION COURT
INDIANAPOLIS,IN46280
(317) 688-6534
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

BRIGHTLANE LEARNING CENTER

2955 N MERIDIAN ST STE 250
INDIANAPOLIS,IN46208 		NONE   CHARITABLE 1,060,000

CATHEDRAL HIGH SCHOOL

5225 E 56TH STREET
INDIANAPOLIS,IN46226 		NONE   EDUCATIONAL 20,000

COMMUNITY HEALTH NETWORK FOUNDATION

7330 SHADELAND STATION 150
INDIANAPOLIS,IN46256 		NONE   CHARITABLE 1,350,000

DIOCESE OF NORWICH

201 BROADWAY
NORWICH,CT06360 		NONE   CHARITABLE 121,125

FAIR HAVEN FOUNDATION

1702 W 16TH ST
INDIANAPOLIS,IN46202 		NONE   CHARITABLE 167,400

GENNESARET FREE CLINICS

615 ALABAMA STREET
INDIANAPOLIS,IN46204 		NONE   CHARITABLE 162,500

GLEANERS FOOD BANK OF INDIANA

3737 WALDEMERE AVE STE 200
INDIANAPOLIS,IN46241 		NONE   CHARITABLE 1,175,000

GOOD NEWS MINISTRIES

2716 E WASHINGTON ST
INDIANAPOLIS,IN46201 		NONE   CHARITABLE 100,000

GREATER INDPLS HABITAT FOR HUMANITY

3135 N MERIDIAN ST
INDIANAPOLIS,IN46208 		NONE   CHARITABLE 50,000

HAPPY HOLLOW CHILDREN'S CAMP

615 N ALABAMA ST C
INDIANAPOLIS,IN46204 		NONE   CHARITABLE 15,000

HOLLIS ADAMS FOUNDATION

3535 KESSLER BLVD E DR
INDIANAPOLIS,IN46220 		NONE   CHARITABLE 25,000

HOPE ACADEMY HIGH SCHOOL

3919 MADISON AVE STE 100
INDIANAPOLIS,IN46227 		NONE   EDUCATIONAL 100,000

INDIANA GOLF FOUNDATION

PO BOX 26159
INDIANAPOLIS,IN46226 		NONE   CHARITABLE 95,000

IU FOUNDATION

PO BOX 6460
INDIANAPOLIS,IN46206 		NONE   CHARITABLE 1,550,000

IWIN FOUNDATION

PO BOX 30648
INDIANAPOLIS,IN46220 		NONE   CHARITABLE 15,000

MARIAN UNIVERSITY

3200 COLD SPRING RD
INDIANAPOLIS,IN46222 		NONE   EDUCATIONAL 650,000

MIRACLE PLACE PARK

933 N TEMPLE AVE
INDIANAPOLIS,IN46201 		NONE   CHARITABLE 65,000

NASSAU COUNTY COUNCIL ON AGING

1901 ISLAND WALKWAY
FERNANDINA BEACH,FL32034 		NONE   CHARITABLE 1,767,728

RILEY CHILDREN'S FOUNDATION

500 N MERIDIAN ST 100
INDIANAPOLIS,IN46204 		NONE   CHARITABLE 2,350,000

SAMARITAN'S PURSE UKRAINE

PO BOX 3000
BOONE,NC28607 		NONE   CHARITABLE 250,000

SHEPHERD COMMUNITY CENTER

4107 E WASHINGTON ST
INDIANAPOLIS,IN46201 		NONE   CHARITABLE 1,118,500

STARFISH INITIATIVE

814 N DELAWARE STREET
INDIANAPOLIS,IN46260 		NONE   CHARITABLE 55,000

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE   CHARITABLE 1,050,000

VILLAGE OF MERICI INC

5707 LAWTON LOOP E DR
INDIANAPOLIS,IN46216 		NONE   CHARITABLE 100,000

WESTMINSTER NEIGHBORHOOD SERVICE

2325 E NEW YORK STREET
INDIANAPOLIS,IN46201 		NONE   CHARITABLE 75,000

WHEELER MISSION

205 EAST NEW YORK STREET
INDIANAPOLIS,IN46204 		NONE   CHARITABLE 945,000

WOMEN'S CARE CENTER

4901 W 86TH ST
INDIANAPOLIS,IN46268 		NONE   CHARITABLE 1,200,000

CONNOR PRARIE MUSEUM INC

13400 ALLISONVILLE RD
FISHERS,IN46038 		NONE   CHARITABLE 5,000

ST MARGARET'S GUILD

FIFTH THIRD BANK BUILDING AT
ESKENAZI 640 ESKENAZI AVE
INDIANAPOLIS,IN46202 		NONE   CHARITABLE 40,000

AMELIA ISLAND CHAPEL

36 BOWMAN ROAD
FERNANDINA BEACH,FL32034 		NONE   CHARITABLE 125,000
Total ................................. 3a 15,802,253
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 ........... 		    14 10,196  
4 Dividends and interest from securities ....     14 1,325,787  
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   8,549,490
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 1,335,983 8,549,490
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,885,473
(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.)
4 DIVIDENDS AND INTEREST FROM SECURITIES CONTRIBUTED TO FOUNDATION
8 G/L FROM SALES OF ASSETS OTHER THAN INVENTORY
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:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,000 25,000   0

TY 2025 InvestmentsCorpStockSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE CORP 74,771 123,641
ALPHABETINC SHS CL A 122,897 387,494
APPLOVIN CORP COM 11,739 179,910
ARM HLDG PLC 25,021 25,469
ASML HLDG NV NY REG SHS 6,457 36,375
AT&T INC 110,720 103,036
AXON ENTERPRISE INC 50,702 52,817
BOEING COMPANY 22,488 31,700
BOSTON SCIENTIFIC CORP 43,369 41,477
COCA COLA COM 88,692 87,877
EATON CORP PLC 37,492 96,827
EMERSON ELEC CO 335,645 461,202
ENTERGY CORP NEW 124,181 240,041
GENL DYNAMICS CORP 18,132 28,953
GILEAD SCIENCES INC COM 60,632 80,763
HSBC HLDG PLC SP ADR 183,508 249,777
INTL BUSINESS MACHINES 61,654 148,105
KINDER MORGAN INC. DEL 200,502 588,726
MEDTRONIC PLC SHS 77,945 86,070
META PLATFORMS 184,116 183,505
NETFLIX COM INC 139,050 135,014
NVIDIA 19,336 40,471
O'REILLY AUTOMOTIVE INC 94,547 247,635
ORACLE CORP $0.01 DEL 6,806 8,381
PRINCIPAL FINANCIAL GRP 84,385 113,791
QUALCOMM INC 250,462 510,926
QUANTA SERVICES INC 72,314 78,503
REALTY INCM CRP 76,580 73,506
RTX CORP 332,860 520,122
TAIWANS MANUFACTURING ADR 14,407 57,131
TOPBUILD CORP SHS 108,715 142,679
TORONTO DOMINION BANK 115,176 167,205
TPG INC REG SHS CL A 107,509 121,168
T-MOBILE US INC 60,523 96,444
TRUIST FINL CORP 132,855 222,478
UBER TECHNOLOGIES 20,702 25,248
UNILEVEL PLC 270,586 262,319
VANGUARD LONG TERM CORP 248,874 243,099
WELLS FARGO & CO 338,604 818,110
WELLTOWER INC 90,281 122,317
WORKDAY INC CL A 31,625 31,358
XCEL ENERGY 116,561 135,681

TY 2025 InvestmentsOtherSchedule2
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADOBE INC AT COST 9,903 38,849
ALPHABETINC SHS AT COST 32,320 107,006
ALPHABETINC SHS CL A AT COST 103,230 183,418
AMAZON COM INC COM AT COST 12,476 178,424
AMER EXPRESS COMPANY AT COST 82,749 193,854
AMERICAN TOWERREIT INC AT COST 80,551 67,419
ANALOG DEVICES INC COM AT COST 46,889 53,155
APPLE INC AT COST 229,108 638,055
ASTRAZENECA PLC SPND ADR AT COST 226,177 300,060
BCP IX ACCESS FUND AT COST 73,500 54,899
BLACKROCK INC AT COST 80,913 137,004
BLACKSTONE ALTERNATIVES AT COST 830,000 840,079
BROADCOM LTD AT COST 100,890 1,229,001
CAMECO CORP COM AT COST 30,848 66,788
CATERPILLAR INC DEL AT COST 80,602 88,222
CONSETLLATION ENERGY AT COST 24,626 42,039
COSTCO WHOLESALE CRPDEL AT COST 32,119 133,663
CSX CORP AT COST 185,281 185,854
DIGITAL RLTY TRINC AT COST 243,831 356,607
DOLLAR GENERAL CORP AT COST 5,171 7,833
DOVERCORP AT COST 23,963 54,081
EATON CORP PLC AT COST 52,543 49,369
ELI LILLY & CO AT COST 101,014 325,628
EXXON MOBIL CORP AT COST 180,272 302,896
FREEPORT MCMORAN INC AT COST 64,797 84,464
GE VERNOVA LLC AT COST 27,215 63,396
HEWLETT PACKARD AT COST 130,695 210,175
HEWLETT PACKARD AT COST 51,457 82,749
HOME DEPOT INC AT COST 76,672 113,897
HONEYWELL INTL INCDEL AT COST 95,223 98,325
INTERCONTINENTAL EXCHANGEINC AT COST 102,678 144,306
INTUITIVE SURGICAL INC AT COST 133,457 265,056
IRONWOOD MULTI-STRATEGY AT COST 2,658,349 2,909,846
ISHARES BROAD USD INVST AT COST 1,831,305 1,876,921
ISHARES 0-1 YR TREASURY AT COST 387,744 387,287
ISHARES MBS ETF AT COST 544,541 565,797
ISHARES PREFERRED AT COST 2,080,502 2,024,691
JANUS HENDERSON AAA AT COST 256,469 255,126
JPMORGAN CHASE& CO AT COST 337,281 1,324,646
KKR NORTH AMERICA BUYOUT AT COST 985,000 1,138,155
LINDE PLC NEW AT COST 32,006 33,685
LOCKHEED MARTIN CORP AT COST 391,392 806,278
MASTERCARD INC AT COST 31,921 42,816
MCDONALDS CORP COM AT COST 512,705 908,638
MICROSOFT CORP AT COST 272,008 453,152
MICROSOFT CORP AT COST 102,708 115,585
NB COINVESTMENT AT COST 955,000 1,342,298
NB CROSSROADS AT COST 350,000 508,817
NEXTERAENERGY INC SHS AT COST 52,551 167,705
PEPSICO INC AT COST 281,249 327,943
PRINCIPAL FINANCIAL GRP AT COST 34,801 46,928
PROGRESSIVE CRP OHIO AT COST 21,037 49,871
PUB SVC ENTERPRISE GRP AT COST 647,899 656,774
SALESFORCE COM INC AT COST 12,588 57,221
SCHWAB INTERMEDIATE-TERM AT COST 1,621,021 1,693,073
SERVICENOW INC AT COST 19,600 22,979
SIMON PROPERTY GROUP DEL AT COST 60,165 103,106
SOLSTICE ADVANCED AT COST 5,960 6,121
SPDR PORTFOLIO MORTGAGE AT COST 1,860,146 1,906,816
STARWOOD REAL ESTATE AT COST 154,363 142,548
TAKE TWO INTER SOFTWARE AT COST 74,425 99,596
THERMO FISHER SCIENTIFIC AT COST 94,246 135,012
THIRD POINT AT COST 26,073 24,626
TJX COS INCNEW AT COST 110,289 244,394
WALMART AT COST 301,519 930,719
WILLIAMS COMPANIES DEL AT COST 114,750 264,424

TY 2025 OtherAssetsSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIFE INSURANCE 613-02487 1 1 1


TY 2025 OtherExpensesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LIFE INSURANCE EXPENSE 499,835 0   0


TY 2025 OtherLiabilitiesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Description Beginning of Year - Book Value End of Year - Book Value
UNREALIZED LOSS 155,037 117,660


TY 2025 OtherProfessionalFeesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 174,954 174,954   0
CONSULTING FEES 30,251 30,251   0


TY 2025 SubstantialContributorsSch
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Name Address
JULIE WOOD 23 OCEAN CLUB BLVD
FERNANDINA BEACH,FL32034


TY 2025 TaxesSchedule
Name:
TOM AND JULIE WOOD FAMILY FOUNDATION INC
EIN:
27-4826335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 785 0   0
FEDERAL EXCISE TAX 202,200 0   0