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
CONSOLIDATED CHARTRUST PRE 1069
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 919798
  Room/suite
City or town
ORLANDO
State or province
FL
Country  
ZIP or foreign postal code
328919798
A Employer identification number

25-6839130
B Telephone number (see instructions)

8443823122
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)$2,048,474J 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 62 62  
4 Dividends and interest from securities... 44,367 44,357  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,479
b Gross sales price for all assets on line 6a 591,452
7 Capital gain net income (from Part IV, line 2)... 85,479
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,104    
12 Total. Add lines 1 through 11........ 131,012 129,898  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,531 7,265   7,266
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,004 458   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
134 8    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,169 7,731 0 8,766
25 Contributions, gifts, grants paid....... 77,289 77,289
26 Total expenses and disbursements. Add lines 24 and 25 ................ 96,458 7,731 0 86,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,554
b Net investment income (if negative, enter -0-) 122,167
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets 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............. 815 284 284
2 Savings and temporary cash investments......... 40,760 48,687 48,687
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 570,566 Click to see attachment
List of Attached Documents:
// Content
540,946 		947,196
c Investments—corporate bonds (attach schedule)....... 432,271 Click to see attachment
List of Attached Documents:
// Content
446,257 		420,240
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 525,429 Click to see attachment
List of Attached Documents:
// Content
567,989 		632,067
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) 1,569,841 1,604,163 2,048,474
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
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........ 1,569,841 1,604,163
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,569,841 1,604,163
30 Total liabilities and net assets/fund balances (see instructions). 1,569,841 1,604,163
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
1,569,841
2
Enter amount from Part I, line 27a .....................
2
34,554
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
615
4
Add lines 1, 2, and 3 ..........................
4
1,605,010
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
847
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,604,163
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 22. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2025-01-10
b 33. APPLE COMPUTER CORPORATION COMMON   2022-01-19 2025-01-10
c 50. ANALOG DEVICES INC   2022-07-12 2025-01-31
d 128. MERCK & CO INC   2009-05-15 2025-01-31
e 110. ARCH CAPITAL GROUP LTD   2022-07-12 2025-01-31
7. FACEBOOK INC CL A   2023-07-25 2025-02-21
6. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
4. ALPHABET INC CL C   2022-01-19 2025-03-03
1. ALPHABET INC CL A   2023-06-12 2025-03-03
4. AMERISOURCEBERGEN CORP. COMMON   2025-01-31 2025-03-03
10. APPLE COMPUTER CORPORATION COMMON   2022-01-19 2025-03-03
1. APPLIED MATERIALS   2022-03-18 2025-03-03
65.359 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-03-03
12. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-03-03
8. BELLRING BRANDS INC   2024-02-12 2025-03-03
19. BERKLEY W R CORP   2022-12-14 2025-03-03
1. BLACKROCK INC   2021-12-07 2025-03-03
16. CMS ENERGY CORP   2024-07-12 2025-03-03
2. CARLISLE COS INC   2021-12-07 2025-03-03
13. CHIPOTLE MEXICAN GRILL INC   2022-12-14 2025-03-03
8. CORE & MAIN INC CL A   2024-04-03 2025-03-03
1. COSTCO WHOLESALE CORP   2022-01-19 2025-03-03
6. DIAMONDBACK ENERGY INC   2024-08-09 2025-03-03
5. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2025-03-03
3. ECOLABS INC   2023-07-14 2025-03-03
18. ENTERGY CORP COMMON   2024-05-10 2025-03-03
1. FACEBOOK INC CL A   2023-07-25 2025-03-03
4. GLOBUS MEDICAL INC   2025-01-31 2025-03-03
1. HCA HOLDINGS INC   2022-12-14 2025-03-03
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-03-03
69. ISHARES GOLD TRUST   2024-10-21 2025-03-03
6. CEF ISHARES TR S&P   2024-04-29 2025-03-03
393. CEF ISHARES TR S&P   2021-02-24 2025-03-03
5. J P MORGAN CHASE & CO   2021-12-07 2025-03-03
3. JONES LANG LASALLE INC   2024-10-03 2025-03-03
2. LPL FINANCIAL HOLDINGS INC   2024-02-15 2025-03-03
3. ELI LILLY & CO   2024-05-10 2025-03-03
3. MICROSOFT CORPORATION   2022-02-11 2025-03-03
6. MOHAWK IND INC COMMON   2024-01-10 2025-03-03
5. PNC BK CORP   2021-12-07 2025-03-03
4. PALO ALTO NETWORKS INC   2025-01-10 2025-03-03
1. PARKER HANNIFIN CORP   2024-05-10 2025-03-03
8. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-03-03
5. PHILLIPS 66   2022-12-14 2025-03-03
6. PROGESSIVE CORP., OHIO COMMON   2025-01-31 2025-03-03
13. RTX CORPORATION   2022-12-14 2025-03-03
1. SERVICENOW INC   2025-01-10 2025-03-03
3. TARGA RESOURCES   2023-08-10 2025-03-03
3. UNION PACIFIC CORP   2021-12-07 2025-03-03
1. UNITED HEALTH GROUP INC   2024-12-09 2025-03-03
1. UNITED HEALTH GROUP INC   2021-12-07 2025-03-03
1. VERTEX PHARMACEUTICALS INC   2022-12-14 2025-03-03
5. VISA INC   2022-03-18 2025-03-03
12. VONTIER CORP   2023-03-03 2025-03-03
16. WAL MART STORES INCORPORATED   2022-01-19 2025-03-03
9. WELLS FARGO & CO NEW   2025-02-21 2025-03-03
10. MEDTRONIC PLC   2025-01-31 2025-03-03
2. TRANE TECHNOLOGIES PLC   2022-01-19 2025-03-03
154. CHIPOTLE MEXICAN GRILL INC   2022-12-14 2025-03-10
18. NETFLIX INC   2023-05-26 2025-03-10
207. VONTIER CORP   2023-03-03 2025-03-10
1. ALPHABET INC CL C   2022-01-19 2025-04-21
1. ALPHABET INC CL A   2023-06-12 2025-04-21
1. APPLE COMPUTER CORPORATION COMMON   2022-01-19 2025-04-21
1. APPLIED MATERIALS   2022-03-18 2025-04-21
2. ARISTA NETWORKS INC   2024-12-05 2025-04-21
105.14 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-04-21
6. ASTRAZENECA PLC SPONS ADR   2025-03-10 2025-04-21
3. BROADCOM INC   2025-03-03 2025-04-21
1. COSTCO WHOLESALE CORP   2022-01-19 2025-04-21
2. DIAMONDBACK ENERGY INC   2024-08-09 2025-04-21
56.979 DOUBLELINE TTL RTRN BND-R6   2017-04-07 2025-04-21
131.648 EATON VANCE-ATLANTA SMID-R6   2025-03-03 2025-04-21
15.425 EATON VANCE-ATLANTA SMID-R6   2020-06-16 2025-04-21
1. HCA HOLDINGS INC   2022-07-12 2025-04-21
2. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-04-21
473. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-04-21
399. ISHARES US TREASURY BOND ETF   2020-06-16 2025-04-21
89. ISHARES CORE MSCI EAFE ETF   2025-03-03 2025-04-21
39. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-04-21
1. ELI LILLY & CO   2024-05-10 2025-04-21
5. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-04-21
1. QUANTA SERVICES INC COMMON   2021-12-07 2025-04-21
4. TARGA RESOURCES   2023-08-10 2025-04-21
5. TESLA INC   2025-03-03 2025-04-21
44.249 VANGUARD M/B SEC INDEX-ADM   2020-06-16 2025-04-21
9. VERIZON COMMUNICATIONS INC   2025-03-10 2025-04-21
3. WELLS FARGO & CO NEW   2025-02-21 2025-04-21
46. APPLIED MATERIALS   2022-03-18 2025-05-02
6. BERKLEY W R CORP   2025-04-21 2025-05-02
52. BERKLEY W R CORP   2022-12-14 2025-05-02
42. CMS ENERGY CORP   2024-07-12 2025-05-02
2. CMS ENERGY CORP   2025-04-21 2025-05-02
47. DIAMONDBACK ENERGY INC   2024-08-09 2025-05-02
22. ENTERGY CORP COMMON   2024-05-10 2025-05-02
2. ENTERGY CORP COMMON   2025-04-21 2025-05-02
17. ENTERGY CORP COMMON   2023-12-18 2025-05-02
6. TARGA RESOURCES   2023-08-10 2025-05-02
5. UNITED HEALTH GROUP INC   2025-04-21 2025-05-02
15. UNITED HEALTH GROUP INC   2021-12-07 2025-05-02
97. GLOBUS MEDICAL INC   2025-01-31 2025-05-16
10. PALO ALTO NETWORKS INC   2025-01-10 2025-05-16
6. PALO ALTO NETWORKS INC   2023-10-04 2025-05-16
8. QUANTA SERVICES INC COMMON   2021-12-07 2025-05-16
6. VERTEX PHARMACEUTICALS INC   2022-12-14 2025-05-16
1. ABBVIE INC   2025-05-02 2025-06-16
12. ALPHABET INC CL C   2022-01-19 2025-06-16
3. ALPHABET INC CL A   2023-06-12 2025-06-16
16. AMAZON INC COMMON   2025-03-03 2025-06-16
3. AMAZON INC COMMON   2022-01-19 2025-06-16
1. AMERISOURCEBERGEN CORP. COMMON   2025-04-21 2025-06-16
120.996 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-06-16
504.167 ARTISAN INTL VALUE FUND-INS   2023-02-06 2025-06-16
3. ASTRAZENECA PLC SPONS ADR   2025-03-10 2025-06-16
3. BANK OF NEW YORK MELLON CORP   2025-04-21 2025-06-16
10. BROADCOM INC   2025-03-03 2025-06-16
2. CMS ENERGY CORP   2024-07-12 2025-06-16
13. COTERRA ENERGY INC   2025-05-02 2025-06-16
4. CISCO SYSTEMS   2025-03-10 2025-06-16
6. EVERGY INC   2025-05-02 2025-06-16
3. FACEBOOK INC CL A   2025-04-21 2025-06-16
2. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-06-16
6. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-06-16
39. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-06-16
3. J P MORGAN CHASE & CO   2025-04-21 2025-06-16
1. J P MORGAN CHASE & CO   2021-12-07 2025-06-16
2. JONES LANG LASALLE INC   2024-07-12 2025-06-16
5. MICROSOFT CORPORATION   2025-04-21 2025-06-16
8. MICROSOFT CORPORATION   2022-02-11 2025-06-16
3. MOHAWK IND INC COMMON   2024-01-10 2025-06-16
3. MOSAIC CO   2025-05-16 2025-06-16
1. NVIDIA CORP COMMON   2024-10-21 2025-06-16
56. NVIDIA CORP COMMON   2025-01-10 2025-06-16
1. NVIDIA CORP COMMON   2023-08-03 2025-06-16
4. PHILLIPS 66   2022-12-14 2025-06-16
1. PROGESSIVE CORP., OHIO COMMON   2025-04-21 2025-06-16
6. RTX CORPORATION   2025-04-21 2025-06-16
3. TARGA RESOURCES   2023-08-10 2025-06-16
1. TESLA INC   2025-03-03 2025-06-16
6. TESLA INC   2023-06-15 2025-06-16
1. UNION PACIFIC CORP   2021-12-07 2025-06-16
4. MEDTRONIC PLC   2025-01-31 2025-06-16
2. TRANE TECHNOLOGIES PLC   2025-04-21 2025-06-16
8. BELLRING BRANDS INC   2024-08-19 2025-06-26
2. BELLRING BRANDS INC   2025-04-21 2025-06-26
122. BELLRING BRANDS INC   2024-02-12 2025-06-26
2. EASTMAN CHEMICAL COMPANY INC   2024-08-19 2025-06-26
92. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2025-06-26
1. LPL FINANCIAL HOLDINGS INC   2025-04-21 2025-06-26
4. LPL FINANCIAL HOLDINGS INC   2023-03-03 2025-06-26
3. MOHAWK IND INC COMMON   2025-04-21 2025-06-26
57. MOHAWK IND INC COMMON   2023-12-08 2025-06-26
1. INTUITIVE SURGICAL INC   2025-06-16 2025-08-01
19. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
27. AMAZON INC COMMON   2022-01-19 2025-08-29
8. EQUINIX INC REIT   2023-12-08 2025-08-29
6. ELI LILLY & CO   2023-10-12 2025-08-29
15. VERTEX PHARMACEUTICALS INC   2022-12-14 2025-08-29
114. CMS ENERGY CORP   2024-07-12 2025-09-25
1. ABBVIE INC   2025-08-29 2025-09-29
6. ALPHABET INC CL C   2022-01-19 2025-09-29
2. ALPHABET INC CL A   2023-03-27 2025-09-29
4. AMAZON INC COMMON   2022-02-11 2025-09-29
2. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-09-29
18. APPLE COMPUTER CORPORATION COMMON   2022-01-19 2025-09-29
9. ARISTA NETWORKS INC   2024-12-05 2025-09-29
2. ASTRAZENECA PLC SPONS ADR   2025-08-29 2025-09-29
8. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-09-29
7. BERKLEY W R CORP   2022-12-14 2025-09-29
5. BROADCOM INC   2023-05-26 2025-09-29
1. COTERRA ENERGY INC   2025-05-02 2025-09-29
2. CAPITAL ONE FINL CORP   2025-08-01 2025-09-29
3. CARLISLE COS INC   2021-12-07 2025-09-29
13. CISCO SYSTEMS   2025-03-10 2025-09-29
7. CORE & MAIN INC CL A   2024-04-03 2025-09-29
1. COSTCO WHOLESALE CORP   2022-01-19 2025-09-29
270.985 DOUBLELINE TTL RTRN BND-R6   2017-04-07 2025-09-29
3. ECOLABS INC   2023-07-14 2025-09-29
8. ENTERGY CORP COMMON   2023-12-18 2025-09-29
4. EVERGY INC   2025-08-01 2025-09-29
3. FACEBOOK INC CL A   2023-07-25 2025-09-29
2. HCA HOLDINGS INC   2022-07-12 2025-09-29
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-09-29
18. ISHARES GOLD TRUST   2024-04-29 2025-09-29
3. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-09-29
369. ISHARES US TREASURY BOND ETF   2020-06-16 2025-09-29
31. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-09-29
5. J P MORGAN CHASE & CO   2021-12-07 2025-09-29
1. LPL FINANCIAL HOLDINGS INC   2023-03-03 2025-09-29
3. LAM RESEARCH CORPORATION   2025-06-26 2025-09-29
5. MICROSOFT CORPORATION   2022-02-11 2025-09-29
21. NVIDIA CORP COMMON   2023-08-03 2025-09-29
5. PNC BK CORP   2021-12-07 2025-09-29
4. PALO ALTO NETWORKS INC   2023-10-04 2025-09-29
1. PARKER HANNIFIN CORP   2024-05-10 2025-09-29
4. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-09-29
6. PROGESSIVE CORP., OHIO COMMON   2024-03-08 2025-09-29
1. QUANTA SERVICES INC COMMON   2021-12-07 2025-09-29
1. RTX CORPORATION   2022-12-14 2025-09-29
3. SALESFORCE INC   2025-05-02 2025-09-29
1. SERVICENOW INC   2025-01-10 2025-09-29
3. TAPESTRY INC   2025-06-26 2025-09-29
1. TARGA RESOURCES   2023-08-10 2025-09-29
7. TWILIO INC CL A   2025-05-16 2025-09-29
2. UNION PACIFIC CORP   2021-12-07 2025-09-29
16. VERIZON COMMUNICATIONS INC   2025-03-10 2025-09-29
6. VISA INC   2022-12-14 2025-09-29
14. WAL MART STORES INCORPORATED   2021-12-07 2025-09-29
17. WELLS FARGO & CO NEW   2025-02-21 2025-09-29
1. APTIV PLC   2025-08-29 2025-09-29
8. MEDTRONIC PLC   2025-01-31 2025-09-29
2. TRANE TECHNOLOGIES PLC   2022-01-19 2025-09-29
135.981 VANGUARD M/B SEC INDEX-ADM   2020-06-16 2025-09-30
760.594 ARTISAN INTL VALUE FUND-INS   2020-06-16 2025-10-09
1. BOOKING HOLDINGS INC   2023-03-03 2025-10-09
227. COTERRA ENERGY INC   2025-05-02 2025-10-09
22. SALESFORCE INC   2025-05-02 2025-10-09
112. BERKLEY W R CORP   2022-12-14 2025-11-06
1. CARLISLE COS INC   2025-06-16 2025-11-06
25. CARLISLE COS INC   2021-12-07 2025-11-06
323. MOSAIC CO   2025-05-16 2025-11-06
5. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-12-11
6. COSTCO WHOLESALE CORP   2022-01-19 2025-12-11
234. VERIZON COMMUNICATIONS INC   2025-03-10 2025-12-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,190   4,702 488
b 7,784   5,607 2,177
c 10,684   7,755 2,929
d 12,736   8,136 4,600
e 10,229   4,912 5,317
4,896   2,059 2,837
4,178   6,195 -2,017
694   548 146
172   123 49
1,014   1,019 -5
2,418   1,699 719
160   134 26
3,266   3,349 -83
1,076   616 460
584   476 108
1,197   929 268
980   921 59
1,163   1,060 103
683   486 197
714   403 311
410   478 -68
1,052   490 562
960   1,194 -234
493   508 -15
814   564 250
1,563   1,009 554
674   294 380
321   376 -55
309   246 63
255   183 72
3,739   3,562 177
674   636 38
44,139   42,615 1,524
1,320   811 509
817   794 23
748   516 232
2,733   2,304 429
1,196   910 286
703   637 66
962   1,020 -58
766   692 74
674   561 113
1,238   974 264
652   551 101
1,694   1,498 196
1,746   1,306 440
936   1,028 -92
608   253 355
745   744 1
474   554 -80
474   463 11
478   313 165
1,815   1,080 735
450   329 121
1,568   760 808
708   711 -3
927   913 14
713   358 355
7,680   4,772 2,908
15,737   6,661 9,076
6,813   5,667 1,146
151   137 14
149   123 26
193   170 23
135   134 1
138   215 -77
5,114   5,387 -273
407   460 -53
500   612 -112
993   490 503
267   398 -131
498   607 -109
4,925   5,312 -387
577   530 47
335   171 164
479   365 114
25,572   31,668 -6,096
9,078   11,096 -2,018
6,736   6,853 -117
2,034   2,222 -188
841   768 73
819   609 210
263   117 146
687   337 350
1,151   1,501 -350
804   963 -159
398   420 -22
193   237 -44
7,133   5,610 1,523
433   413 20
3,749   2,544 1,205
3,053   2,580 473
145   145  
6,367   9,344 -2,977
1,845   1,233 612
168   165 3
1,426   896 530
967   506 461
1,987   2,249 -262
5,961   6,946 -985
5,802   8,759 -2,957
1,922   1,721 201
1,153   710 443
2,719   934 1,785
2,598   1,877 721
191   196 -5
2,112   1,643 469
524   368 156
3,397   2,843 554
637   476 161
295   289 6
6,309   5,952 357
26,287   21,807 4,480
223   230 -7
268   226 42
2,503   2,040 463
141   123 18
344   333 11
261   254 7
410   415 -5
2,098   1,475 623
559   365 194
363   402 -39
2,290   2,222 68
802   692 110
267   162 105
480   471 9
2,375   1,815 560
3,800   2,427 1,373
308   319 -11
108   104 4
143   138 5
8,027   6,885 1,142
143   45 98
489   410 79
268   264 4
871   771 100
521   253 268
331   300 31
1,987   1,544 443
224   248 -24
353   365 -12
849   660 189
457   440 17
114   150 -36
6,972   7,170 -198
153   196 -43
7,019   9,315 -2,296
361   302 59
1,444   1,027 417
308   303 5
5,859   5,351 508
481   514 -33
9,139   6,234 2,905
6,268   4,284 1,984
6,280   6,411 -131
4,385   4,294 91
5,873   4,692 1,181
8,042   7,002 1,040
221   207 14
1,260   822 438
419   227 192
899   633 266
591   471 120
4,151   3,058 1,093
1,213   967 246
148   160 -12
835   411 424
503   342 161
1,470   398 1,072
24   26 -2
444   415 29
1,138   729 409
885   825 60
445   418 27
943   490 453
2,425   2,886 -461
825   564 261
700   406 294
285   285  
2,199   882 1,317
816   341 475
240   183 57
1,187   794 393
194   201 -7
8,435   10,262 -1,827
1,918   1,766 152
1,482   811 671
361   256 105
289   289  
2,519   1,517 1,002
3,576   943 2,633
1,021   1,020 1
764   473 291
745   561 184
659   487 172
1,483   1,181 302
373   117 256
158   100 58
758   823 -65
901   1,028 -127
308   258 50
167   84 83
731   811 -80
441   496 -55
707   746 -39
2,092   1,294 798
1,359   659 700
1,383   1,343 40
80   80  
749   731 18
820   358 462
2,544   2,959 -415
42,000   28,604 13,396
5,192   2,620 2,572
5,291   5,819 -528
5,370   6,021 -651
8,367   5,478 2,889
319   361 -42
7,980   5,919 2,061
8,196   11,313 -3,117
1,729   1,177 552
5,256   2,935 2,321
9,427   10,917 -1,490
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
      4,868
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       488
b       2,177
c       2,929
d       4,600
e       5,317
      2,837
      -2,017
      146
      49
      -5
      719
      26
      -83
      460
      108
      268
      59
      103
      197
      311
      -68
      562
      -234
      -15
      250
      554
      380
      -55
      63
      72
      177
      38
      1,524
      509
      23
      232
      429
      286
      66
      -58
      74
      113
      264
      101
      196
      440
      -92
      355
      1
      -80
      11
      165
      735
      121
      808
      -3
      14
      355
      2,908
      9,076
      1,146
      14
      26
      23
      1
      -77
      -273
      -53
      -112
      503
      -131
      -109
      -387
      47
      164
      114
      -6,096
      -2,018
      -117
      -188
      73
      210
      146
      350
      -350
      -159
      -22
      -44
      1,523
      20
      1,205
      473
       
      -2,977
      612
      3
      530
      461
      -262
      -985
      -2,957
      201
      443
      1,785
      721
      -5
      469
      156
      554
      161
      6
      357
      4,480
      -7
      42
      463
      18
      11
      7
      -5
      623
      194
      -39
      68
      110
      105
      9
      560
      1,373
      -11
      4
      5
      1,142
      98
      79
      4
      100
      268
      31
      443
      -24
      -12
      189
      17
      -36
      -198
      -43
      -2,296
      59
      417
      5
      508
      -33
      2,905
      1,984
      -131
      91
      1,181
      1,040
      14
      438
      192
      266
      120
      1,093
      246
      -12
      424
      161
      1,072
      -2
      29
      409
      60
      27
      453
      -461
      261
      294
       
      1,317
      475
      57
      393
      -7
      -1,827
      152
      671
      105
       
      1,002
      2,633
      1
      291
      184
      172
      302
      256
      58
      -65
      -127
      50
      83
      -80
      -55
      -39
      798
      700
      40
       
      18
      462
      -415
      13,396
      2,572
      -528
      -651
      2,889
      -42
      2,061
      -3,117
      552
      2,321
      -1,490
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 85,479
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 1,698
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,698
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,698
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,464
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....... 9 234
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 address  
14
The books are in care ofTRUIST BANK Telephone no. (844) 382-3122

Located atPO BOX 919798ORLANDOFL ZIP+4328919798
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
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
 
No
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
TRUIST BANK TRUSTEE
5 		14,531    
PO BOX 919798
ORLANDO,FL328919798
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.........................  
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
1,891,117
b
Average of monthly cash balances.......................
1b
45,992
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,937,109
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
1,937,109
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,057
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,908,052
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
95,403
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
95,403
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,698
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,698
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
93,705
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
93,705
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
93,705
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
86,055
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
86,055
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 93,705
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 77,289
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 86,055
a Applied to 2024, but not more than line 2a 77,289
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..... 8,766
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		84,939
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
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

MARCH OF DIMES INC
ATTN ADRIAN P MOLLO GEN COUNSEL
1550 CRYSTAL DRIVE STE 1300
ARLINGTON,VA22202 		NONE   GENERAL OPERATING 6,478

GENERAL BOARD OF GLOBAL MINISTRIES
UNITED METHODIST CHURCH
458 PONCE DE LEON AVE NE
ATLANTA,GA30308 		NONE   GENERAL OPERATING 579

MORAVIAN MANORS INC

300 W LEMON ST
LITITZ,PA17543 		NONE   GENERAL OPERATING 556

AMERICAS KESWICK

601 ROUTE 530
WHITING,NJ08759 		NONE   GENERAL OPERATING 2,540

SALEM LUTHERAN CHURCH
C/O DOUGLAS A KLINGER SEC/TREAS
755 SAND HILL RD
SELINSGROVE,PA17870 		NONE   GENERAL OPERATING 25

BETHANY CHILDRENS HOME

1863 BETHANY RD
WOMELSDORF,PA19567 		NONE   GENERAL OPERATING 2,301

LUTHERCARE

600 E MAIN ST
LITITZ,PA17543 		NONE   GENERAL OPERATING 386

PHOEBE-DEVITT HOMES
ATTN TOM BAER CONTROLLER
1925 WEST TURNER ST
ALLENTOWN,PA18104 		NONE   GENERAL OPERATING 6,903

COVENANT UNITED METHODIST CHURCH

110 N MULBERRY ST
LANCASTER,PA176033507 		NONE   GENERAL OPERATING 2,540

LANCASTER BIBLE COLLEGE

901 EDEN RD
LANCASTER,PA176015036 		NONE   GENERAL OPERATING 2,533

GREENCASTLE PRESBYTERIAN CHURCH
BOARD OF TRUSTEES
57 W BALTIMORE ST
GREENCASTLE,PA17225 		NONE   GENERAL OPERATING 2,965

PRESBYTERIAN CONGREGATION OF
MIDDLETOWN
290 N UNION ST
MIDDLETOWN,PA170579987 		NONE   GENERAL OPERATING 363

UNITED CHURCH OF CHRIST

247 S MARKET ST
ELIZABETHTOWN,PA17022 		NONE   GENERAL OPERATING 1,382

GREATER SUSQ VALLEY UNITED WAY

228 ARCH ST STE 2
SUNBURY,PA17801 		NONE   GENERAL OPERATING 6,416

ST PAULS UNITED CHURCH OF CHRIST

400 N MARKET ST
SELINSGROVE,PA17870 		NONE   GENERAL OPERATING 50

HOPE ENTERPRISES INC

2401 REACH RD
WILLIAMSPORT,PA17701 		NONE   GENERAL OPERATING 6,478

COMMUNITY GIVING FOUNDATION

725 W FRONT ST
BERWICK,PA18603 		NONE   GENERAL OPERATING 10,262

MT CARMEL BOROUGH PARK
COMMISSION
50 W 3RD ST
MOUNT CARMEL,PA178512061 		NONE   GENERAL OPERATING 4,849

THE KLINESGROVE METHODIST CHURCH
ATTN SUSAN L WERTZ TTEES SEC
2869 MILE HILL ROAD
SUNBURY,PA17801 		NONE   GENERAL OPERATING 2,919

FIRST CHURCH OF GOD OF
ELIZABETHTOWN ATTN CHURCH TREAS
144 S MARKET ST
ELIZABETHTOWN,PA17022 		NONE   GENERAL OPERATING 232

SUNBURY KIWANIS CLUB

PO BOX 711
SUNBURY,PA17801 		NONE   GENERAL OPERATING 6,401

MOODY BIBLE INSTITUTE OF CHICAGO

820 N LASALLE BLVD
CHICAGO,IL606103285 		NONE   GENERAL OPERATING 2,533

THE GIDEONS INTERNATIONAL

50 CENTURY BLVD
NASHVILLE,TN37214 		NONE   GENERAL OPERATING 2,533

BOARD OF CHILD CARE OF THE
UNITED METHODIST CHURCH INC
3300 GAITHER ROAD
BALTIMORE,MD21244 		NONE   GENERAL OPERATING 579

DALLAS THEOLOGICAL SEMINARY
ATTN BUSINESS OFFICE
3909 SWISS AVE
DALLAS,TX75204 		NONE   GENERAL OPERATING 2,540

ALASKA MORAVIAN CHURCH
DT FRANCIS GROSH SUPERINTENDENT
PO BOX 545
BETHEL,AK99559 		NONE   GENERAL OPERATING 1,946
Total ................................. 3a 77,289
bApproved for future payment
Total ................................. 3b  
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 62  
4 Dividends and interest from securities ....     14 44,367  
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 85,479  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,104  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   131,012  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,012
(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:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 78,801 71,119
46429B267 ISHARES US TREASURY 305,608 292,187
722005816 PIMCO INVESTMENT GRA 61,848 56,934

TY 2025 InvestmentsCorpStockSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 20,244 51,777
02079K305 ALPHABET INC CL A 2,840 14,085
023135106 AMAZON.COM INC 21,921 42,702
032654105 ANALOG DEVICES INC    
30303M102 META PLATFORMS INC C 11,881 27,724
46120E602 INTUITIVE SURGICAL I    
58933Y105 MERCK & CO INC 9,952 10,631
594918104 MICROSOFT CORP 26,226 62,871
718546104 PHILLIPS 66 7,797 10,065
92826C839 VISA INC CL A 7,786 17,886
037833100 APPLE INC 29,572 51,653
038222105 APPLIED MATERIALS IN    
142339100 CARLISLE COS INC    
22160K105 COSTCO WHOLESALE COR 3,924 6,036
46625H100 JP MORGAN CHASE & CO 13,903 30,611
693475105 PNC FINL SVCS GROUP 9,691 11,063
74762E102 QUANTA SERVICES INC 3,384 13,506
907818108 UNION PAC CORP 8,472 8,328
91324P102 UNITEDHEALTH GROUP I    
92532F100 VERTEX PHARMACEUTICA    
931142103 WALMART INC 7,952 18,160
G8994E103 TRANE TECHNOLOGIES P 5,251 12,454
084423102 WR BERKLEY CORP    
169656105 CHIPOTLE MEXICAN GRI    
40412C101 HCA HEALTHCARE INC 4,268 11,672
75513E101 RTX CORPORATION 9,326 17,056
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL 6,336 14,163
09857L108 BOOKING HOLDINGS INC 5,240 10,711
11135F101 BROADCOM INC 8,761 37,033
278865100 ECOLAB INC 6,252 8,663
29364G103 ENTERGY CORP 8,959 14,327
50212V100 LPL FINANCIAL HOLDIN 6,084 8,572
532457108 LILLY ELI & CO 8,730 15,046
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 18,787 85,977
697435105 PALO ALTO NETWORKS I 6,771 10,315
87612G101 TARGA RESOURCES 6,948 12,362
88160R101 TESLA INC 10,257 19,338
928881101 VONTIER CORP    
03073E105 CENCORA INC 7,665 10,808
040413205 ARISTA NETWORKS INC 10,557 12,317
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC 8,903 11,774
125896100 CMS ENERGY CORP    
21874C102 CORE & MAIN INC CL A 8,200 7,224
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN 9,686 15,699
48020Q107 JONES LANG LASALLE I 7,409 11,104
701094104 PARKER HANNIFIN CORP 6,729 10,548
718172109 PHILIP MORRIS INTL I 11,642 15,398
743315103 PROGRESSIVE CORP 11,727 12,752
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC 12,787 13,641
00287Y109 ABBVIE INC 11,219 12,338
046353108 ASTRAZENECA PLC SPON 11,226 13,330
14040H105 CAPITAL ONE FINANCIA 8,226 10,421
17275R102 CISCO SYSTEMS INC 9,517 11,555
22788C105 CROWDSTRIKE HOLDINGS 5,597 5,156
30034W106 EVERGY INC 12,265 12,541
478160104 JOHNSON & JOHNSON 10,733 12,624
512807306 LAM RESEARCH CORPORA 11,041 19,686
688239201 OSHKOSH CORP 9,367 9,422
81762P102 SERVICENOW INC 11,300 8,425
876030107 TAPESTRY INC 8,422 12,521
90138F102 TWILIO INC CL A 5,903 7,254
91912E105 VALE S.A. SPONSORED 8,905 10,046
92537N108 VERTIV HOLDINGS LLC 5,479 4,860
949746101 WELLS FARGO & CO 12,396 14,726
G3265R107 APTIV PLC 6,530 6,239

TY 2025 InvestmentsOtherSchedule2
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA AT COST 25,595 41,865
277902235 EATON VANCE ATLANTA AT COST 40,872 43,656
92206C755 VANGUARD MORTGAGE-BA AT COST 86,232 79,523
464288620 ISHARES BROAD USD IN AT COST 84,391 78,742
464287804 ISHARES CORE S&P SMA AT COST 52,076 53,480
29444U700 EQUINIX INC      
464285204 ISHARES GOLD TRUST AT COST 34,575 58,118
464287507 ISHARES CORE S&P MID AT COST 20,652 20,592
46432F842 ISHARES CORE MSCI EA AT COST 177,525 201,643
46434G103 ISHARES CORE MSCI EM AT COST 46,071 54,448

TY 2025 OtherDecreasesSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Description Amount
2025 TRANSACTION POSTED IN 2026 691
COST BASIS ADJUSTMENT 15
RETURN OF CAPITAL ADJUSTMENT 141


TY 2025 OtherExpensesSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON ALLOCABLE 8 8   0
FORM 4720 PENALTY AND INTEREST 126 0   0


TY 2025 OtherIncomeSchedule2
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,104 0  


TY 2025 OtherIncreasesSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Description Amount
2024 TRANSACTION POSTED IN 2025 615


TY 2025 TaxesSchedule
Name:
CONSOLIDATED CHARTRUST PRE 1069
EIN:
25-6839130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,082 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,464 0   0
FOREIGN TAXES ON QUALIFIED FOR 346 346   0
FOREIGN TAXES ON NONQUALIFIED 112 112   0