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
RIDBLATT FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 11647
  Room/suite
City or town
BIRMINGHAM
State or province
AL
Country  
ZIP or foreign postal code
35202
A Employer identification number

62-6223251
B Telephone number (see instructions)

2058203141
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)$1,327,715J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 28,770 28,453  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,864
b Gross sales price for all assets on line 6a 244,834
7 Capital gain net income (from Part IV, line 2)... 55,864
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).......      
12 Total. Add lines 1 through 11........ 84,634 84,317  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,291 14,633   3,658
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
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,140 2,140   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,585 430   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
1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,017 17,204 0 4,658
25 Contributions, gifts, grants paid....... 57,000 57,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 83,017 17,204 0 61,658
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,617
b Net investment income (if negative, enter -0-) 67,113
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.............      
2 Savings and temporary cash investments......... 40,939 42,874 42,874
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).......      
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).......... 943,366 Click to see attachment
List of Attached Documents:
// Content
940,851 		1,284,841
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) 984,305 983,725 1,327,715
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........ 984,305 983,725
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)..... 984,305 983,725
30 Total liabilities and net assets/fund balances (see instructions). 984,305 983,725
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
984,305
2
Enter amount from Part I, line 27a .....................
2
1,617
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
985,922
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,197
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
983,725
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 .5 PATRICK INDS INC   2024-10-28 2025-01-09
b 6. ALPHABET INC/CA   2024-03-20 2025-01-22
c 6. FORTIVE CORP   2024-03-20 2025-01-22
d 2. FORTIVE CORP   2024-03-20 2025-01-28
e 8. NVIDIA CORP   2024-03-20 2025-01-28
3. APPLIED MATLS INC   2019-02-13 2025-02-06
6. ENTEGRIS INC   2024-01-03 2025-02-06
7. FORTIVE CORP   2024-08-01 2025-02-06
6. HOULIHAN LOKEY INC   2018-07-12 2025-02-06
88. KEYCORP NEW   2024-01-03 2025-02-06
3. PROGRESSIVE CORP OH   2024-06-28 2025-02-06
1. PROGRESSIVE CORP OH   2023-05-09 2025-02-06
2. AGILENT TECHNOLOGIES INC   2024-05-10 2025-02-10
.0833 QIAGEN N.V.   2024-02-07 2025-02-14
6. UBER TECHNOLOGIES INC   2023-07-20 2025-02-19
9. CONOCOPHILLIPS   2021-01-20 2025-02-20
9. WILLIAMS COMPANIES, INC.   2024-01-09 2025-02-20
2. CONOCOPHILLIPS   2020-06-02 2025-02-21
795.298 BAIRD FDS INC   2019-03-11 2025-03-07
139.119 VANGUARD MALVERN FDS   2022-06-02 2025-03-07
3. AGILENT TECHNOLOGIES INC   2024-03-20 2025-03-13
4. ALLISON TRANSMISSION HLDGS INC   2021-10-12 2025-03-13
27. SHUTTERSTOCK INC   2024-01-03 2025-03-13
1. VISA INC   2024-03-20 2025-03-18
2. PROGRESSIVE CORP OH   2025-02-14 2025-03-25
3. ALPHABET INC/CA   2024-03-20 2025-03-27
7. ORACLE CORPORATION COM   2018-05-03 2025-03-27
8. SHUTTERSTOCK INC   2024-06-28 2025-03-28
1. SHUTTERSTOCK INC   2024-01-03 2025-03-28
2. AMERICAN EXPRESS CO   2016-01-22 2025-04-04
3. BWX TECHNOLOGIES INC   2017-08-22 2025-04-04
4. CAPITAL ONE FINL CORP   2024-07-16 2025-04-04
1. CASEYS GEN STORES INC   2019-09-09 2025-04-04
61. VENTURE GLOBAL INC-CL A   2025-02-20 2025-04-07
6. AGILENT TECHNOLOGIES INC   2024-03-20 2025-04-10
1. CASEYS GEN STORES INC   2020-06-03 2025-04-11
5. ALLISON TRANSMISSION HLDGS INC   2021-10-12 2025-04-16
2. PROGRESSIVE CORP OH   2023-07-17 2025-04-23
1. CASEYS GEN STORES INC   2020-06-03 2025-04-24
56. EXP WORLD HOLDINGS INC   2023-04-03 2025-04-24
6. UBER TECHNOLOGIES INC   2023-07-12 2025-04-24
3. CADENCE DESIGN SYS INC   2024-03-20 2025-05-01
1. GALLAGHER ARTHUR J & CO   2024-06-28 2025-05-01
11. MERCK & CO INC   2014-08-13 2025-05-02
2. ALLISON TRANSMISSION HLDGS INC   2021-10-12 2025-05-05
26. EXP WORLD HOLDINGS INC   2023-04-03 2025-05-06
1. THERMO FISHER SCIENTIFIC INC   2017-02-01 2025-05-08
7. SCHNEIDER NATL INC WIS   2024-08-14 2025-05-15
10. SCHNEIDER NATL INC WIS   2024-01-23 2025-05-15
4. STANDEX INTL CORP   2020-06-03 2025-05-15
2. AMERISOURCEBERGEN CORP   2014-06-19 2025-05-19
6. CBRE GROUP INC   2014-06-19 2025-05-19
2. DARDEN RESTAURANTS INC   2020-04-03 2025-05-19
1. MSCI INC   2024-03-20 2025-05-19
1. PROGRESSIVE CORP OH   2023-07-17 2025-05-19
3. REPUBLIC SVCS INC CL A   2014-06-19 2025-05-19
1. INTUIT   2014-06-19 2025-05-21
1. THERMO FISHER SCIENTIFIC INC   2017-02-06 2025-05-23
3. INSPERITY INC   2022-05-13 2025-05-27
1. THERMO FISHER SCIENTIFIC INC   2017-02-06 2025-05-28
4. PEPSICO INC COM   2024-12-30 2025-05-30
2. PEPSICO INC COM   2024-04-24 2025-05-30
3. CARRIER GLOBAL CORP   2025-05-01 2025-06-03
13. ALPHABET INC/CA   2024-03-20 2025-06-18
1. CASEYS GEN STORES INC   2020-06-03 2025-06-18
9. EDISON INTL   2023-09-27 2025-06-18
.99708 HAMILTON LANE INC   2024-08-14 2025-06-18
1.00292 HAMILTON LANE INC   2024-08-14 2025-06-18
5. HAMILTON LANE INC   2021-03-03 2025-06-18
5. INSPERITY INC   2022-02-14 2025-06-18
2. NORTHROP GRUMMAN CORP   2020-06-02 2025-06-18
15. WILLIAMS COMPANIES, INC.   2024-01-09 2025-06-18
1327.841 JPMORGAN TR I   2024-09-19 2025-06-25
3. ALPHABET INC/CA   2024-03-20 2025-06-26
2. MSCI INC   2024-03-20 2025-06-26
38. SCHNEIDER NATL INC WIS   2024-03-11 2025-06-26
2. AMAZON COM INC   2024-06-21 2025-06-27
1. ENCOMPASS HEALTH CORP   2024-01-03 2025-06-27
593.166 VANGUARD WORLD FD   2024-01-04 2025-06-27
4. ALPHABET INC/CA   2024-03-20 2025-07-01
3. JPMORGAN CHASE & CO   2014-06-19 2025-07-01
28. US BANCORP DEL   2023-03-21 2025-07-01
4. O'REILLY AUTOMOTIVE INC   2024-09-05 2025-07-02
1. KKR & CO INC   2024-12-17 2025-07-08
2. KKR & CO INC   2024-06-03 2025-07-08
1. BWX TECHNOLOGIES INC   2025-06-27 2025-07-10
2. BWX TECHNOLOGIES INC   2017-08-22 2025-07-10
2. CRA INTL INC   2021-04-16 2025-07-15
8. MICROCHIP TECHNOLOGY INC   2024-04-24 2025-07-16
3. VISA INC   2024-03-20 2025-07-16
16. CHAMPIONX CORP   2025-06-27 2025-07-17
30. CHAMPIONX CORP   2022-12-21 2025-07-17
3. ANSYS INC   2025-06-27 2025-07-18
6. ANSYS INC   2014-06-19 2025-07-18
1. KINSALE CAP GROUP INC   2024-01-03 2025-07-18
3. DATADOG INC - CLASS A   2025-01-08 2025-07-24
2. ENSIGN GROUP INC   2025-06-27 2025-07-28
1. ENSIGN GROUP INC   2019-09-09 2025-07-28
1. MCKESSON HBOC INC   2024-09-24 2025-07-28
1. MCKESSON HBOC INC   2023-06-12 2025-07-28
.81 SCHLUMBERGER LTD   2025-07-17 2025-07-28
2. PROGRESSIVE CORP OH   2025-06-27 2025-07-30
11. NOVO NORDISK A/S - SPONSORED ADR ONE ADR REPRS ONE-HALF OF CL 'B'   2025-02-21 2025-07-31
.0591 SYNOPSYS INC COM   2025-07-18 2025-08-01
3. WORKDAY INC   2024-04-04 2025-08-05
3. BWX TECHNOLOGIES INC   2018-12-27 2025-08-07
49. INTEL CORP   2023-09-06 2025-08-08
3. ENCOMPASS HEALTH CORP   2019-09-09 2025-08-11
3. WORKDAY INC   2024-05-21 2025-08-12
2. ARES MGMT CORP   2024-10-15 2025-08-20
4. BWX TECHNOLOGIES INC   2018-12-27 2025-08-20
5. MARVELL TECHNOLOGY INC   2024-03-04 2025-08-20
5. NVIDIA CORP   2025-05-01 2025-08-20
3. NVIDIA CORP   2022-01-24 2025-08-20
4. PROGRESSIVE CORP OH   2023-07-17 2025-08-20
3. BWX TECHNOLOGIES INC   2018-12-27 2025-08-25
6. TRAVEL + LEISURE CO   2022-03-14 2025-08-28
2. WORKDAY INC   2024-05-10 2025-09-02
4. NVIDIA CORP   2022-01-24 2025-09-03
1. KLA CORP   2024-03-20 2025-09-25
3. KKR & CO INC   2024-06-03 2025-09-26
12. AIR LEASE CORP   2025-06-27 2025-09-29
3. AIR LEASE CORP   2025-06-27 2025-10-02
11. DYNATRACE INC   2024-03-20 2025-10-02
3. VERALTO CORP   2025-02-10 2025-10-09
3. VERALTO CORP   2023-11-29 2025-10-09
6. MATERION CORP   2025-06-27 2025-10-10
21. ATLAS ENERGY SOLUTIONS INC   2024-10-15 2025-10-10
33. ATLAS ENERGY SOLUTIONS INC   2024-06-28 2025-10-10
21. SENSATA TECHNOLOGIES HOLDING   2019-08-06 2025-10-13
7. AMAZON COM INC   2025-07-31 2025-10-15
5. CABOT CORP   2024-01-03 2025-10-17
8. UMH PPTYS INC   2025-06-27 2025-10-17
39. UMH PPTYS INC   2024-08-14 2025-10-17
24. ATLAS ENERGY SOLUTIONS INC   2024-06-28 2025-10-20
11. SEMPRA   2023-11-09 2025-10-20
2. AIRBNB INC   2024-03-22 2025-10-21
86.148 ARTISAN PARTNERS FDS INC   2025-06-27 2025-10-21
2. DANAHER CORP   2024-03-20 2025-10-21
42. ISHARES TR   2017-04-12 2025-10-21
1. WEST PHARMACEUTICAL SVCS INC   2024-03-20 2025-10-21
18.085 VANGUARD WORLD FD   2024-01-04 2025-10-22
6. VERALTO CORP   2023-11-29 2025-10-22
20. EDISON INTL   2020-09-03 2025-10-28
5. AIR LEASE CORP   2025-06-27 2025-10-31
57. AIR LEASE CORP   2024-07-12 2025-10-31
2. KLA CORP   2024-03-20 2025-10-31
7. MARVELL TECHNOLOGY INC   2024-03-04 2025-11-04
5. CABOT CORP   2023-06-01 2025-11-07
3. DATADOG INC - CLASS A   2025-01-08 2025-11-07
3. DATADOG INC - CLASS A   2024-10-21 2025-11-07
2. MARVELL TECHNOLOGY INC   2024-03-04 2025-11-07
9. SENSATA TECHNOLOGIES HOLDING   2024-05-20 2025-11-07
2. BROADRIDGE FINL SOLUTIONS INC   2025-06-27 2025-11-11
3. CBRE GROUP INC   2025-06-27 2025-11-11
4. D R HORTON INC   2025-06-27 2025-11-11
18. DENTSPLY SIRONA INC   2025-06-27 2025-11-11
32. DENTSPLY SIRONA INC   2023-08-18 2025-11-11
5. INTERCONTINENTAL EXCHANGE INC   2025-06-27 2025-11-11
4. RAYMOND JAMES FINL INC   2025-06-27 2025-11-11
7. STIFEL FINL CORP   2025-06-27 2025-11-11
1. ULTA SALON COSMETICS &   2023-12-13 2025-11-11
2. NORTHROP GRUMMAN CORP   2020-11-24 2025-11-13
6. SEMPRA   2020-09-01 2025-11-13
1. PROGRESSIVE CORP OH   2014-06-19 2025-11-17
29. PERRIGO CO PLC   2023-05-12 2025-11-17
20. CHIPOTLE MEXICAN GRILL INC   2024-03-20 2025-11-18
1. SERVICENOW INC   2020-12-15 2025-11-18
12. THE TRADE DESK INC   2025-02-10 2025-11-18
8. CABOT CORP   2023-06-01 2025-11-19
7. NVIDIA CORP   2022-01-24 2025-11-19
16. SENSATA TECHNOLOGIES HOLDING   2024-06-04 2025-11-20
4. PERRIGO CO PLC   2025-06-27 2025-11-20
23. PERRIGO CO PLC   2024-08-14 2025-11-20
13. CHIPOTLE MEXICAN GRILL INC   2024-03-20 2025-11-24
9. MARVELL TECHNOLOGY INC   2024-06-28 2025-11-26
15. CHIPOTLE MEXICAN GRILL INC   2025-08-20 2025-12-04
1. CHIPOTLE MEXICAN GRILL INC   2024-03-20 2025-12-04
19. THE TRADE DESK INC   2025-07-08 2025-12-04
4. SEMPRA   2020-03-25 2025-12-08
6. SEMPRA   2020-03-25 2025-12-09
16. SEALED AIR CORP NEW   2025-06-27 2025-12-19
27. SEALED AIR CORP NEW   2021-02-19 2025-12-19
1. STANDEX INTL CORP   2025-06-27 2025-12-19
2. STANDEX INTL CORP   2020-06-03 2025-12-19
6. NORTHERN OIL & GAS INC   2025-06-27 2025-12-22
17. NORTHERN OIL & GAS INC   2021-06-16 2025-12-22
29. NORTHERN OIL & GAS INC   2021-05-26 2025-12-24
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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    
(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 42   45 -3
b 1,188   892 296
c 483   515 -32
d 160   172 -12
e 1,013   720 293
544   124 420
645   660 -15
556   539 17
1,115   305 810
1,566   1,319 247
752   626 126
251   136 115
287   297 -10
3   4 -1
486   277 209
916   404 512
527   313 214
197   88 109
7,794   8,475 -681
3,292   3,477 -185
354   443 -89
374   137 237
524   1,568 -1,044
334   289 45
547   526 21
488   446 42
1,024   316 708
144   304 -160
18   47 -29
467   110 357
267   160 107
599   595 4
418   170 248
413   1,014 -601
592   885 -293
452   168 284
441   171 270
527   257 270
446   168 278
497   1,187 -690
466   268 198
907   950 -43
318   259 59
922   605 317
196   69 127
226   317 -91
413   153 260
169   188 -19
242   254 -12
617   270 347
583   145 438
780   183 597
417   91 326
572   559 13
288   121 167
748   112 636
663   79 584
393   151 242
197   313 -116
403   151 252
527   608 -81
263   355 -92
212   209 3
2,277   1,932 345
508   168 340
448   572 -124
137   139 -2
138   140 -2
689   435 254
305   471 -166
991   707 284
889   519 370
15,270   15,257 13
515   446 69
1,136   1,118 18
919   910 9
439   374 65
122   67 55
70,029   58,587 11,442
701   454 247
870   173 697
1,300   1,086 214
358   302 56
139   151 -12
278   205 73
137   143 -6
275   107 168
388   148 240
588   707 -119
1,047   868 179
409   398 11
766   865 -99
1,188   1,045 143
2,375   458 1,917
484   348 136
439   424 15
296   308 -12
148   43 105
705   483 222
705   394 311
29   28 1
483   527 -44
523   969 -446
37   34 3
678   818 -140
535   138 397
971   2,076 -1,105
354   145 209
641   799 -158
357   322 35
654   149 505
351   399 -48
872   568 304
523   65 458
1,013   294 719
489   112 377
372   317 55
458   495 -37
677   86 591
1,057   697 360
404   303 101
763   703 60
191   176 15
548   513 35
309   299 10
309   224 85
722   482 240
225   423 -198
354   782 -428
644   967 -323
1,503   1,578 -75
345   388 -43
114   133 -19
555   637 -82
253   457 -204
1,017   707 310
258   337 -79
4,824   4,489 335
444   503 -59
28,349   9,911 18,438
279   394 -115
2,218   1,786 432
624   444 180
1,126   1,129 -3
319   293 26
3,640   2,505 1,135
2,404   1,394 1,010
622   559 63
303   349 -46
555   406 149
555   376 179
176   160 16
273   401 -128
448   479 -31
465   417 48
587   513 74
199   284 -85
354   1,367 -1,013
757   908 -151
656   613 43
864   728 136
522   493 29
1,116   642 474
554   355 199
224   26 198
392   1,134 -742
609   1,160 -551
818   526 292
490   1,494 -1,004
476   554 -78
1,292   151 1,141
462   668 -206
50   106 -56
288   731 -443
410   754 -344
798   668 130
510   649 -139
34   58 -24
743   1,429 -686
354   235 119
531   341 190
660   500 160
1,113   952 161
223   159 64
447   116 331
134   174 -40
378   317 61
621   497 124
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
      10,463
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       -3
b       296
c       -32
d       -12
e       293
      420
      -15
      17
      810
      247
      126
      115
      -10
      -1
      209
      512
      214
      109
      -681
      -185
      -89
      237
      -1,044
      45
      21
      42
      708
      -160
      -29
      357
      107
      4
      248
      -601
      -293
      284
      270
      270
      278
      -690
      198
      -43
      59
      317
      127
      -91
      260
      -19
      -12
      347
      438
      597
      326
      13
      167
      636
      584
      242
      -116
      252
      -81
      -92
      3
      345
      340
      -124
      -2
      -2
      254
      -166
      284
      370
      13
      69
      18
      9
      65
      55
      11,442
      247
      697
      214
      56
      -12
      73
      -6
      168
      240
      -119
      179
      11
      -99
      143
      1,917
      136
      15
      -12
      105
      222
      311
      1
      -44
      -446
      3
      -140
      397
      -1,105
      209
      -158
      35
      505
      -48
      304
      458
      719
      377
      55
      -37
      591
      360
      101
      60
      15
      35
      10
      85
      240
      -198
      -428
      -323
      -75
      -43
      -19
      -82
      -204
      310
      -79
      335
      -59
      18,438
      -115
      432
      180
      -3
      26
      1,135
      1,010
      63
      -46
      149
      179
      16
      -128
      -31
      48
      74
      -85
      -1,013
      -151
      43
      136
      29
      474
      199
      198
      -742
      -551
      292
      -1,004
      -78
      1,141
      -206
      -56
      -443
      -344
      130
      -139
      -24
      -686
      119
      190
      160
      161
      64
      331
      -40
      61
      124
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 55,864
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) 1 933
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........................... 3 933
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- ..... 5 933
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,786
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 1,786
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... 10 853
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax853 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)
TN
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 ofREGIONS BANK Telephone no. (205) 820-3141

Located atP O BOX 11647BIRMINGHAMAL ZIP+435244
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
REGIONS BANK TRUSTEE
1 		18,291    
2050 PARKWAY OFFICE CIRCLE
HOOVER,AL35244
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
1,264,835
b
Average of monthly cash balances.......................
1b
39,113
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,303,948
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
1,303,948
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,559
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,284,389
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
64,219
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
64,219
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
933
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
933
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
63,286
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
63,286
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
63,286
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
61,658
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
61,658
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 63,286
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 56,658
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: $ 61,658
a Applied to 2024, but not more than line 2a 56,658
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..... 5,000
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 .......... 		58,286
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

HADASSAH THE WOMEN'S ZIONIST
ORGANIZATION OF AMERICA INC
40 WALL STREET
NEW YORK,NY10005 		NONE   GENERAL OPERATING 5,700

MEMPHIS JEWISH FEDERATION

6560 POPLAR AVE
GERMANTOWN,TN38138 		NONE   GENERAL OPERATING 2,850

TEMPLE ISRAEL

1376 E MASSEY ROAD
MEMPHIS,TN38120 		NONE   GENERAL OPERATING 5,700

MEMPHIS JEWISH HOME B'NAI B'RITH HOME &
HOSPITAL
36 BAZEBERRY ROAD
CORDOVA,TN38018 		NONE   GENERAL OPERATING 5,700

AMERICAN CANCER SOCIETY TN DIV

P O BOX 720366
OKLAHOMA CITY,OK73162 		NONE   GENERAL OPERATING 14,250

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   GENERAL OPERATING 14,250

ANSHEI SPHARD CONGREGATION

PO BOX 772597
MEMPHIS,TN38177 		NONE   GENERAL OPERATING 5,700

MEMPHIS HEBREW ACADEMYYESHIVA OF THE
SOUTH
390 S WHITE STATION ROAD
MEMPHIS,TN38117 		NONE   GENERAL OPERATING 2,850
Total ................................. 3a 57,000
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 ........... 		         
4 Dividends and interest from securities ....     14 28,770  
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 55,864  
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) ..   84,634  
13Total. Add line 12, columns (b), (d), and (e)..................
13
84,634
(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:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2025 InvestmentsOtherSchedule2
Name:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00771X419 GQG PART EMERG MKTS AT COST 91,525 92,042
00846U101 AGILENT TECHNOLOGIES AT COST 1,156 2,449
009066101 AIRBNB INC AT COST 2,802 2,443
00912X302 AIR LEASE CORP AT COST 829 1,349
009158106 AIR PRODS & CHEMS IN AT COST 1,966 2,717
00971T101 AKAMAI TECHNOLOGIES AT COST 2,015 2,356
012653101 ALBEMARLE CORP AT COST 1,873 3,112
01973R101 ALLISON TRANSMISSION      
02079K305 ALPHABET INC/CA AT COST 1,323 2,817
023135106 AMAZON COM INC AT COST 3,906 9,925
024525669 AMERICAN BEACON FDS AT COST 20,203 18,234
025816109 AMERICAN EXPRESS CO AT COST 330 2,220
03027X100 AMERICAN TOWER CORP AT COST 530 1,053
03064D108 AMERICOLD RLTY TR AT COST 2,360 1,273
03073E105 AMERISOURCEBERGEN CO AT COST 1,332 3,040
03662Q105 ANSYS INC      
038222105 APPLIED MATLS INC AT COST 860 2,056
03990B101 ARES MGMT CORP AT COST 2,031 2,263
042735100 ARROW ELECTRONICS IN AT COST 1,848 2,093
04314H568 ARTISAN PARTNERS FDS AT COST 15,515 15,949
04314H857 ARTISAN PARTNERS FDS AT COST 103,235 135,866
05605H100 BWX TECHNOLOGIES INC      
057071854 BAIRD FDS INC AT COST 49,352 47,123
060505104 BANK AMER CORP AT COST 1,117 2,860
075887109 BECTON DICKINSON & C AT COST 2,760 2,135
084670702 BERKSHIRE HATHAWAY I AT COST 995 2,513
090572207 BIO RAD LABS INC CL AT COST 1,355 2,121
09258N570 BLACKROCK FDS AT COST 18,616 20,791
101121101 BOSTON PPTYS INC AT COST 2,369 2,092
11133T103 BROADRIDGE FINL SOLU AT COST 1,707 2,009
11135F101 BROADCOM INC AT COST 5,327 6,576
11276H106 BROOKFIELD INFRASTRU AT COST 1,607 1,998
117043109 BRUNSWICK CORP AT COST 1,532 1,856
12504L109 CBRE GROUP INC AT COST 1,724 4,502
12618T105 CRA INTL INC AT COST 499 1,405
126408103 CSX CORP AT COST 1,311 2,501
126650100 CVS HEALTH CORP AT COST 2,032 2,381
127055101 CABOT CORP      
127097103 CABOT OIL & GAS CORP AT COST 1,139 2,211
127387108 CADENCE DESIGN SYS I AT COST 2,483 2,501
128119880 CALAMOS INVT TR NEW      
14040H105 CAPITAL ONE FINL COR AT COST 1,006 1,697
14448C104 CARRIER GLOBAL CORP AT COST 2,992 2,431
147528103 CASEYS GEN STORES IN      
15135B101 CENTENE CORP AT COST 2,479 1,646
15872M104 CHAMPIONX CORP      
16359R103 CHEMED CORP NEW AT COST 1,318 1,284
165303108 CHESAPEAKE UTILS COR AT COST 1,068 1,497
166764100 CHEVRON CORP NEW AT COST 1,077 1,981
169656105 CHIPOTLE MEXICAN GRI      
18467V109 CLEAR SECURE INC -CL AT COST 1,464 1,929
192422103 COGNEX CORP AT COST 1,461 1,331
19247A100 COHEN & STEERS INC AT COST 1,239 1,381
20030N101 COMCAST CORP NEW AT COST 1,485 1,345
20602D101 CONCENTRIX CORP AT COST 2,198 1,289
20825C104 CONOCOPHILLIPS AT COST 927 2,059
231021106 CUMMINS INC AT COST 1,079 3,573
23331A109 D R HORTON INC AT COST 608 2,449
235851102 DANAHER CORP AT COST 3,016 2,747
237194105 DARDEN RESTAURANTS I AT COST 1,520 2,760
23804L103 DATADOG INC - CLASS AT COST 1,991 2,176
244199105 DEERE & CO AT COST 1,177 1,862
24906P109 DENTSPLY SIRONA INC      
254687106 DISNEY WALT CO AT COST 670 796
260003108 DOVER CORP AT COST 1,734 2,929
268150109 DYNATRACE INC AT COST 1,633 1,517
277432100 EASTMAN CHEM CO AT COST 1,798 1,404
278865100 ECOLAB INC AT COST 1,836 2,100
281020107 EDISON INTL      
29261A100 ENCOMPASS HEALTH COR AT COST 1,061 2,335
29358P101 ENSIGN GROUP INC AT COST 818 3,310
29362U104 ENTEGRIS INC AT COST 3,422 3,202
30212W100 EXP WORLD HOLDINGS I      
30303M102 FACEBOOK INC AT COST 225 1,320
313148306 FEDERAL AGRIC MTG CO AT COST 972 1,931
31635T807 FIDELITY SALEM STR T AT COST 57,398 55,084
33767E202 FIRSTSERVICE CORP AT COST 1,257 1,244
34959J108 FORTIVE CORP      
361448103 GATX CORP AT COST 1,433 2,544
362014193 GMO TR AT COST 15,257 15,213
363576109 GALLAGHER ARTHUR J & AT COST 3,167 3,105
369550108 GENERAL DYNAMICS COR AT COST 1,180 2,357
369604301 GENERAL ELEC CO AT COST 1,456 2,464
37940X102 GLOBAL PMTS INC AT COST 1,308 1,703
405552100 HALEON PLC-ADR AT COST 987 1,436
407497106 HAMILTON LANE INC AT COST 1,033 1,746
42222N103 HEALTHSTREAM INC AT COST 1,043 807
423452101 HELMERICH & PAYNE IN AT COST 1,272 1,061
428291108 HEXCEL CORP NEW AT COST 4,202 5,099
436893200 HOME BANCSHARES INC AT COST 1,355 1,945
437076102 HOME DEPOT INC AT COST 617 1,721
441593100 HOULIHAN LOKEY INC AT COST 1,377 2,439
452308109 ILLINOIS TOOL WKS IN AT COST 334 985
45778Q107 INSPERITY INC      
458140100 INTEL CORP AT COST 1,595 1,845
45866F104 INTERCONTINENTAL EXC AT COST 953 2,753
461202103 INTUIT AT COST 556 4,637
46120E602 INTUITIVE SURGICAL I AT COST 1,446 1,699
46266A109 IRADIMED CORP AT COST 873 1,751
46266C105 IQVIA HOLDINGS INC AT COST 3,352 4,057
464287200 ISHARES TR AT COST 78,112 226,715
46625H100 JPMORGAN CHASE & CO AT COST 1,029 5,800
46637K265 JPMORGAN TR I AT COST 21,133 38,467
478160104 JOHNSON & JOHNSON AT COST 2,123 3,311
48121L114 JPMORGAN TR I      
4812C0134 JPMORGAN TR II AT COST 24,404 23,542
482480100 KLA CORP      
48251W104 KKR & CO INC AT COST 2,649 3,442
493267108 KEYCORP NEW      
49338L103 KEYSIGHT TECHNOLOGIE AT COST 1,382 3,657
493732101 KFORCE INC AT COST 1,136 587
49714P108 KINSALE CAP GROUP IN AT COST 920 1,173
501242101 KULICKE & SOFFA INDS AT COST 1,637 1,731
504922105 LABCORP HOLDINGS INC AT COST 1,714 2,509
511656100 LAKELAND FINL CORP AT COST 1,229 1,541
515098101 LANDSTAR SYS INC AT COST 1,166 1,293
525558201 LEMAITRE VASCULAR IN AT COST 724 2,109
537008104 LITTELFUSE INC AT COST 1,228 1,770
553498106 MSA SAFETY INC AT COST 1,357 1,281
55354G100 MSCI INC      
571748102 MARSH & MCLENNAN COS AT COST 419 1,484
573284106 MARTIN MARIETTA MATL AT COST 915 2,491
573874104 MARVELL TECHNOLOGY I AT COST 1,699 2,209
574599106 MASCO CORP AT COST 1,525 3,110
576485205 MATADOR RES CO AT COST 1,678 1,443
576690101 MATERION CORP AT COST 742 1,616
58155Q103 MCKESSON CORP AT COST 1,103 2,461
58933Y105 MERCK & CO INC NEW      
594918104 MICROSOFT CORP AT COST 3,463 10,640
595017104 MICROCHIP TECHNOLOGY AT COST 2,592 2,230
609839105 MONOLITHIC PWR SYS I AT COST 2,001 2,719
620076307 MOTOROLA SOLUTIONS I AT COST 248 1,533
626717102 MURPHY OIL CORP AT COST 1,053 969
630402105 NAPCO SEC TECHNOLOGI AT COST 2,222 2,585
642045108 ATLAS ENERGY SOLUTIO      
65336K103 NEXSTAR MEDIA GROUP AT COST 879 2,031
65341D102 NEXPOINT RESIDENTIAL AT COST 994 963
665531307 NORTHERN OIL & GAS I      
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 1,292 8,952
67103H107 O'REILLY AUTOMOTIVE AT COST 1,962 2,371
68389X105 ORACLE CORP      
68902V107 OTIS WORLDWIDE CORP AT COST 641 1,048
695156109 PACKAGING CORP AMER AT COST 1,031 2,062
701094104 PARKER-HANNIFIN CORP AT COST 2,217 3,516
703343103 PATRICK INDS INC AT COST 1,397 1,735
713448108 PEPSICO INC AT COST 897 1,005
739276103 POWER INTEGRATIONS I AT COST 1,558 960
741511109 PRICESMART INC AT COST 1,566 2,208
743315103 PROGRESSIVE CORP OH AT COST 539 4,782
747316107 QUAKER CHEM CORP AT COST 1,533 1,373
754730109 RAYMOND JAMES FINL I AT COST 998 3,051
75513E101 RAYTHEON TECHNOLOGIE AT COST 832 2,568
759351604 REINSURANCE GROUP AM AT COST 2,101 3,459
760759100 REPUBLIC SVCS INC AT COST 1,629 3,391
778296103 ROSS STORES INC AT COST 2,257 2,882
78410G104 SBA COMMUNICATIONS C AT COST 993 1,547
80689H102 SCHNEIDER NATL INC W      
808513105 SCHWAB CHARLES CORP AT COST 3,924 5,995
810186106 SCOTTS MIRACLE-GRO C AT COST 2,983 2,451
81211K100 SEALED AIR CORP NEW      
816851109 SEMPRA AT COST 1,170 2,207
81762P102 SERVICENOW INC AT COST 1,378 2,298
824348106 SHERWIN-WILLIAMS CO AT COST 1,155 1,620
824889109 SHOE CARNIVAL INC AT COST 1,157 1,148
825690100 SHUTTERSTOCK INC      
83088M102 SKYWORKS SOLUTIONS I AT COST 2,939 2,283
833034101 SNAP ON INC AT COST 1,331 2,757
854231107 STANDEX INTL CORP AT COST 348 1,304
855244109 STARBUCKS CORP AT COST 469 421
860630102 STIFEL FINL CORP AT COST 920 3,256
871607107 SYNOPSYS INC COM AT COST 2,312 2,818
871829107 SYSCO CORP AT COST 1,604 1,916
872540109 TJX COS INC NEW AT COST 1,016 2,458
88146M101 TERRENO RLTY CORP AT COST 1,491 1,409
88162G103 TETRA TECH INC NEW AT COST 906 1,409
88339J105 THE TRADE DESK INC      
883556102 THERMO FISHER SCIENT AT COST 1,077 2,897
894164102 TRAVEL + LEISURE CO AT COST 1,204 1,834
89417E109 TRAVELERS COS INC AT COST 1,045 2,611
90278Q108 UFP INDS INC AT COST 844 1,002
902973304 US BANCORP DEL      
903002103 UMH PPTYS INC AT COST 802 875
90337L108 U S PHYSICAL THERAPY AT COST 2,152 1,640
90353T100 UBER TECHNOLOGIES IN AT COST 1,358 2,533
90384S303 ULTA SALON COSMETICS AT COST 2,312 3,025
904708104 UNIFIRST CORP MASS AT COST 1,325 1,350
90470L360 ABSOLUTE CONVERT ARB AT COST 14,676 15,430
91324P102 UNITEDHEALTH GROUP I AT COST 2,338 2,311
91347P105 UNIVERSAL DISPLAY CO AT COST 1,753 1,518
918090101 UTZ BRANDS INC AT COST 1,898 1,339
920253101 VALMONT INDS INC AT COST 1,179 2,012
921910501 VANGUARD WORLD FD AT COST 48,003 55,399
922020813 VANGUARD MALVERN FDS AT COST 4,395 4,920
92338C103 VERALTO CORP AT COST 2,316 2,993
92345Y106 VERISK ANALYTICS INC AT COST 1,891 1,790
92826C839 VISA INC AT COST 4,810 6,663
92939U106 WEC ENERGY GROUP INC AT COST 4,201 5,273
955306105 WEST PHARMACEUTICAL AT COST 3,312 2,751
969457100 WILLIAMS COS INC AT COST 1,462 2,525
974155103 WINGSTOP INC AT COST 950 1,431
974250102 WINMARK CORP AT COST 766 810
980745103 WOODWARD INC AT COST 1,707 4,837
98138H101 WORKDAY INC      
98311A105 WYNDHAM HOTELS & RES AT COST 1,145 1,133
983793100 XPO LOGISTICS INC AT COST 1,738 2,039
G7496G103 RENAISSANCERE HOLDIN AT COST 1,769 3,093
G8060N102 SENSATA TECHNOLOGIES AT COST 1,897 1,964
G97822103 PERRIGO CO PLC      
N72482149 QIAGEN NV      
000360206 AAON INC AT COST 1,289 1,220
002474104 AZZ INC AT COST 1,223 1,179
011311107 ALAMO GROUP INC AT COST 524 504
046353108 ASTRAZENECA PLC AT COST 938 1,195
097023105 BOEING CO AT COST 1,451 1,520
12541W209 C H ROBINSON WORLDWI AT COST 2,483 2,572
128120342 CALAMOS MRKT NEU INC AT COST 38,142 40,324
14174T107 CARETRUST REIT INC AT COST 1,341 1,519
27579R104 EAST WEST BANCORP IN AT COST 2,325 2,697
29084Q100 EMCOR GROUP INC AT COST 2,569 2,447
294429105 EQUIFAX INC AT COST 2,643 2,387
29667J101 ESQUIRE FINANCIAL HO AT COST 1,008 1,123
30069T101 EXCELERATE ENERGY IN AT COST 1,285 1,290
30231G102 EXXON MOBIL CORP AT COST 1,025 1,083
48242W106 KBR INC AT COST 1,381 1,166
693390882 PIMCO FDS PAC INVT M AT COST 10,891 11,013
693475105 PNC FINL SVCS GROUP AT COST 1,346 1,461
71363P106 PERDOCEO EDUCATION C AT COST 1,518 1,349
742718109 PROCTER & GAMBLE CO AT COST 1,319 1,146
771195104 ROCHE HLDG LTD AT COST 1,036 1,083
79589L106 SAMSARA INC-CL A AT COST 2,024 1,843
806857108 SCHLUMBERGER LTD AT COST 1,147 1,267
82509L107 SHOPIFY INC-A W/I AT COST 1,319 1,771
833445109 SNOWFLAKE INC-CLASS AT COST 1,730 1,755
874039100 TAIWAN SEMICONDUCTOR AT COST 4,463 6,078
90041L105 TURNING POINT BRANDS AT COST 850 867
90138F102 TWILIO INC - A AT COST 2,896 3,129
911922102 UNITED STATES LIME & AT COST 1,022 958
92537N108 VERTIV HLDGS CO AT COST 1,994 1,782
92648C819 VICTORY PIONEER CAT AT COST 12,091 11,950
95082P105 WESCO INTL INC AT COST 1,423 2,202
971378104 WILLSCOT MOBILE MINI AT COST 1,430 1,036
97650W108 WINTRUST FINL CORP AT COST 2,425 2,657
G54950103 LINDE PLC AT COST 1,285 1,279
L8681T102 SPOTIFY TECHNOLOGY S AT COST 2,586 2,323
N72482206 QIAGEN N.V. AT COST 2,793 2,788

TY 2025 OtherDecreasesSchedule
Name:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Description Amount
MUTUAL FUND TIMING ADJ 1,988
ROC ON CY SALES 39
COST BASIS ADJUSTMENT 170


TY 2025 OtherExpensesSchedule
Name:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherProfessionalFeesSchedule
Name:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,140 2,140    


TY 2025 TaxesSchedule
Name:
RIDBLATT FAMILY CHARITABLE TRUST
EIN:
62-6223251
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 337 337   0
FEDERAL TAX PAYMENT - PRIOR YE 2,407 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,748 0   0
FOREIGN TAXES ON NONQUALIFIED 93 93   0