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
JEAN L POTTER FDTN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532
  Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
085340691
A Employer identification number

47-1641626
B Telephone number (see instructions)

8888663275
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)$15,274,139J 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... 391,694 390,768  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 518,932
b Gross sales price for all assets on line 6a 1,590,187
7 Capital gain net income (from Part IV, line 2)... 518,932
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........ 910,626 909,700  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 127,851 76,711   51,140
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).......        
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
15,168 8,350   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
495 495    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 143,514 85,556 0 51,140
25 Contributions, gifts, grants paid....... 662,000 662,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 805,514 85,556 0 713,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,112
b Net investment income (if negative, enter -0-) 824,144
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............. 3,329 3,039 3,039
2 Savings and temporary cash investments......... 252,287 898,136 898,136
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)....... 6,087,511 Click to see attachment
List of Attached Documents:
// Content
6,502,506 		13,101,014
c Investments—corporate bonds (attach schedule)....... 1,560,904 Click to see attachment
List of Attached Documents:
// Content
1,258,513 		1,271,950
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 656,142   0
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) 8,560,173 8,662,194 15,274,139
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........ 8,560,173 8,662,194
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)..... 8,560,173 8,662,194
30 Total liabilities and net assets/fund balances (see instructions). 8,560,173 8,662,194
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
8,560,173
2
Enter amount from Part I, line 27a .....................
2
105,112
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,665,285
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,091
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,662,194
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 8.4 SOUTH BOW CORP   2018-01-12 2025-01-03
b 4.4 SOUTH BOW CORP   2018-03-06 2025-01-03
c 7.6 SOUTH BOW CORP   2017-09-28 2025-01-03
d 8.2 SOUTH BOW CORP   2017-07-26 2025-01-03
e 31.6 SOUTH BOW CORP   2017-06-26 2025-01-03
9.6 SOUTH BOW CORP   2018-06-13 2025-01-03
31.4 SOUTH BOW CORP   2017-10-31 2025-01-03
4.4 SOUTH BOW CORP   2018-02-27 2025-01-03
18.8 SOUTH BOW CORP   2018-02-14 2025-01-03
18.2 SOUTH BOW CORP   2019-06-27 2025-01-03
12.2 SOUTH BOW CORP   2019-05-16 2025-01-03
13.4 SOUTH BOW CORP   2019-03-28 2025-01-03
4.8 SOUTH BOW CORP   2018-12-03 2025-01-03
9.8 SOUTH BOW CORP   2018-11-26 2025-01-03
41. SOUTH BOW CORP   2018-09-10 2025-01-03
14. SOUTH BOW CORP   2018-09-04 2025-01-03
26.8 SOUTH BOW CORP   2018-08-09 2025-01-03
10.8 SOUTH BOW CORP   2018-02-07 2025-01-03
4.2 SOUTH BOW CORP   2018-01-31 2025-01-03
4.4 SOUTH BOW CORP   2018-03-14 2025-01-03
5. SOUTH BOW CORP   2018-04-04 2025-01-03
23.2 SOUTH BOW CORP   2018-05-02 2025-01-03
18.8 SOUTH BOW CORP   2018-05-23 2025-01-03
100000. MERCK & CO INC 2.75% 2025 GLB   2017-08-28 2025-02-10
130. BRISTOL MYERS SQUIBB CO COM   2021-01-15 2025-04-30
29. BRISTOL MYERS SQUIBB CO COM   2022-03-23 2025-04-30
86. BRISTOL MYERS SQUIBB CO COM   2022-08-30 2025-04-30
161. BRISTOL MYERS SQUIBB CO COM   2023-07-19 2025-04-30
21. BRISTOL MYERS SQUIBB CO COM   2022-03-25 2025-04-30
34. BRISTOL MYERS SQUIBB CO COM   2022-03-31 2025-04-30
236. KEYCORP NEW COM   2019-05-16 2025-04-30
344. KEYCORP NEW COM   2019-06-27 2025-04-30
25. LINCOLN NATL CORP IND   2022-07-14 2025-04-30
30. LINCOLN NATL CORP IND   2022-08-02 2025-04-30
101. LINCOLN NATL CORP IND   2022-08-30 2025-04-30
6. LINCOLN NATL CORP IND   2022-08-31 2025-04-30
37. LINCOLN NATL CORP IND   2022-03-31 2025-04-30
66. LINCOLN NATL CORP IND   2022-04-27 2025-04-30
28. LINCOLN NATL CORP IND   2022-05-18 2025-04-30
7. LINCOLN NATL CORP IND   2022-09-29 2025-04-30
31. LINCOLN NATL CORP IND   2022-03-23 2025-04-30
69. LINCOLN NATL CORP IND   2022-03-25 2025-04-30
13. LINCOLN NATL CORP IND   2022-06-03 2025-04-30
29. MAGNA INTERNATIONAL INC CL A COM   2022-08-02 2025-04-30
62. MAGNA INTERNATIONAL INC CL A COM   2022-04-27 2025-04-30
31. MAGNA INTERNATIONAL INC CL A COM   2022-05-18 2025-04-30
15. MAGNA INTERNATIONAL INC CL A COM   2022-06-03 2025-04-30
6. MAGNA INTERNATIONAL INC CL A COM   2022-08-31 2025-04-30
8. MAGNA INTERNATIONAL INC CL A COM   2022-09-29 2025-04-30
30. MAGNA INTERNATIONAL INC CL A COM   2022-03-23 2025-04-30
70. MAGNA INTERNATIONAL INC CL A COM   2022-03-25 2025-04-30
35. MAGNA INTERNATIONAL INC CL A COM   2022-03-31 2025-04-30
27. MAGNA INTERNATIONAL INC CL A COM   2022-07-14 2025-04-30
4.4 SANDOZ GROUP AG   2018-11-26 2025-04-30
2.2 SANDOZ GROUP AG   2018-12-03 2025-04-30
13.4 SANDOZ GROUP AG   2018-12-10 2025-04-30
8.4 SANDOZ GROUP AG   2019-03-28 2025-04-30
9.6 SANDOZ GROUP AG   2019-05-16 2025-04-30
61. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-05-04 2025-04-30
806. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-05-05 2025-04-30
70. BROADCOM INC   2018-06-13 2025-08-07
170. BROADCOM INC   2018-05-23 2025-08-07
220. BROADCOM INC   2018-05-02 2025-08-07
100000. JOHN DEERE CAPITAL CORP SER MTN   2018-03-14 2025-09-11
4. NUTRIEN LTD REG SHS   2022-09-29 2025-10-14
244. NUTRIEN LTD REG SHS   2023-07-19 2025-10-14
100000. MICROSOFT CORP 3.12% 2025 GLB   2017-03-17 2025-11-03
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-08-13 2025-11-04
77. AMGEN INC COM   2010-10-18 2025-12-03
14. AMGEN INC COM   2011-09-27 2025-12-03
32. AMGEN INC COM   2013-07-08 2025-12-03
57. AMGEN INC COM   2016-04-01 2025-12-03
120. AMGEN INC COM   2018-12-10 2025-12-03
7. AMGEN INC COM   2022-03-23 2025-12-03
8. AMGEN INC COM   2022-03-31 2025-12-03
38. BIOGEN IDEC INC   2013-06-11 2025-12-03
7. BIOGEN IDEC INC   2014-02-26 2025-12-03
9. BIOGEN IDEC INC   2014-04-16 2025-12-03
8. BIOGEN IDEC INC   2014-04-17 2025-12-03
38. BIOGEN IDEC INC   2016-04-01 2025-12-03
40. BROADCOM INC   2022-05-18 2025-12-03
30. BROADCOM INC   2022-03-23 2025-12-03
40. BROADCOM INC   2022-03-31 2025-12-03
39. KRAFT (THE) HEINZ CO SHS   2018-11-26 2025-12-03
53. KRAFT (THE) HEINZ CO SHS   2022-05-18 2025-12-03
29. KRAFT (THE) HEINZ CO SHS   2022-06-03 2025-12-03
40. KRAFT (THE) HEINZ CO SHS   2022-07-14 2025-12-03
56. KRAFT (THE) HEINZ CO SHS   2022-08-02 2025-12-03
11. KRAFT (THE) HEINZ CO SHS   2022-08-31 2025-12-03
13. KRAFT (THE) HEINZ CO SHS   2018-01-31 2025-12-03
32. KRAFT (THE) HEINZ CO SHS   2018-02-07 2025-12-03
56. KRAFT (THE) HEINZ CO SHS   2018-02-14 2025-12-03
15. KRAFT (THE) HEINZ CO SHS   2018-02-27 2025-12-03
14. KRAFT (THE) HEINZ CO SHS   2018-03-06 2025-12-03
15. KRAFT (THE) HEINZ CO SHS   2018-03-14 2025-12-03
16. KRAFT (THE) HEINZ CO SHS   2018-04-04 2025-12-03
91. KRAFT (THE) HEINZ CO SHS   2018-05-02 2025-12-03
71. KRAFT (THE) HEINZ CO SHS   2018-05-23 2025-12-03
33. KRAFT (THE) HEINZ CO SHS   2018-06-13 2025-12-03
100. KRAFT (THE) HEINZ CO SHS   2018-08-09 2025-12-03
51. KRAFT (THE) HEINZ CO SHS   2018-09-04 2025-12-03
150. KRAFT (THE) HEINZ CO SHS   2018-09-10 2025-12-03
12. KRAFT (THE) HEINZ CO SHS   2022-09-29 2025-12-03
750. KRAFT (THE) HEINZ CO SHS   2014-03-21 2025-12-03
145. KRAFT (THE) HEINZ CO SHS   2015-01-21 2025-12-03
142. KRAFT (THE) HEINZ CO SHS   2015-03-04 2025-12-03
67. KRAFT (THE) HEINZ CO SHS   2017-06-26 2025-12-03
19. KRAFT (THE) HEINZ CO SHS   2017-09-28 2025-12-03
78. KRAFT (THE) HEINZ CO SHS   2017-10-31 2025-12-03
26. KRAFT (THE) HEINZ CO SHS   2018-01-12 2025-12-03
19. KRAFT (THE) HEINZ CO SHS   2018-12-03 2025-12-03
121. KRAFT (THE) HEINZ CO SHS   2019-03-28 2025-12-03
122. KRAFT (THE) HEINZ CO SHS   2019-05-16 2025-12-03
195. KRAFT (THE) HEINZ CO SHS   2019-06-27 2025-12-03
81. KRAFT (THE) HEINZ CO SHS   2020-05-22 2025-12-03
249. KRAFT (THE) HEINZ CO SHS   2020-05-22 2025-12-03
54. KRAFT (THE) HEINZ CO SHS   2022-03-23 2025-12-03
63. KRAFT (THE) HEINZ CO SHS   2022-03-31 2025-12-03
97. KRAFT (THE) HEINZ CO SHS   2022-04-27 2025-12-03
26. MICROSOFT CORP   2019-03-28 2025-12-03
23. MICROSOFT CORP   2019-05-16 2025-12-03
34. MICROSOFT CORP   2019-06-27 2025-12-03
337. OCCIDENTAL PETE CORP COM   2020-01-07 2025-12-03
2369. OCCIDENTAL PETE CORP COM   2020-01-07 2025-12-03
102. BLUE OWL CAPITAL CORP   2022-03-23 2025-12-03
123. BLUE OWL CAPITAL CORP   2022-03-31 2025-12-03
15. TARGET CORP   2018-11-26 2025-12-03
17. TARGET CORP   2018-02-07 2025-12-03
27. TARGET CORP   2018-02-14 2025-12-03
7. TARGET CORP   2018-02-27 2025-12-03
7. TARGET CORP   2018-03-06 2025-12-03
7. TARGET CORP   2018-03-14 2025-12-03
14. TARGET CORP   2018-04-04 2025-12-03
70. TARGET CORP   2018-05-02 2025-12-03
56. TARGET CORP   2018-05-23 2025-12-03
25. TARGET CORP   2018-06-13 2025-12-03
36. TARGET CORP   2018-08-09 2025-12-03
17. TARGET CORP   2018-09-04 2025-12-03
48. TARGET CORP   2018-09-10 2025-12-03
116. TARGET CORP   2017-06-26 2025-12-03
84. TARGET CORP   2017-07-26 2025-12-03
31. TARGET CORP   2017-09-28 2025-12-03
126. TARGET CORP   2017-10-31 2025-12-03
26. TARGET CORP   2018-01-12 2025-12-03
7. TARGET CORP   2018-01-31 2025-12-03
7. TARGET CORP   2018-12-03 2025-12-03
25. TARGET CORP   2019-03-28 2025-12-03
28. TARGET CORP   2019-05-16 2025-12-03
35. TARGET CORP   2019-06-27 2025-12-03
20. BROADCOM INC   2022-06-03 2025-12-04
70. BROADCOM INC   2022-04-27 2025-12-04
50. BROADCOM INC   2022-08-02 2025-12-04
10. CUMMINS ENGINE CO INC COM   2022-05-18 2025-12-04
5. CUMMINS ENGINE CO INC COM   2022-06-03 2025-12-04
21. CUMMINS ENGINE CO INC COM   2022-04-27 2025-12-04
12. CUMMINS ENGINE CO INC COM   2022-03-31 2025-12-04
30. CUMMINS ENGINE CO INC COM   2022-03-25 2025-12-04
10. CUMMINS ENGINE CO INC COM   2022-03-23 2025-12-04
1. CUMMINS ENGINE CO INC COM   2022-09-29 2025-12-04
1. CUMMINS ENGINE CO INC COM   2022-08-31 2025-12-04
9. CUMMINS ENGINE CO INC COM   2022-08-02 2025-12-04
8. CUMMINS ENGINE CO INC COM   2022-07-14 2025-12-04
750. ISHARES CORE S&P U.S. GROWTH ETF   2018-11-12 2025-12-04
1500. ISH TR CORE DIVID GROWTH ETF   2018-11-12 2025-12-04
1.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-11-26 2025-12-04
4.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-04-27 2025-12-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-05-18 2025-12-04
2.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-03-31 2025-12-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-03-23 2025-12-04
8.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-06-27 2025-12-04
5.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-05-16 2025-12-04
4.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-28 2025-12-04
6.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-12-10 2025-12-04
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-12-03 2025-12-04
6.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-09-10 2025-12-04
2.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-09-04 2025-12-04
30.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-08-13 2025-12-04
300. FIDELITY NATL INFORMATION SVCS INC COM   2023-07-19 2025-12-08
40. BROADCOM INC   2022-07-14 2025-12-10
100. BROADCOM INC   2019-03-28 2025-12-10
160. BROADCOM INC   2019-06-27 2025-12-10
100. BROADCOM INC   2019-05-16 2025-12-10
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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    
(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 205   181 24
b 107   88 19
c 185   169 16
d 200   190 10
e 770   671 99
234   181 53
766   675 91
107   89 18
458   360 98
444   401 43
297   267 30
327   270 57
117   90 27
239   178 61
1,000   774 226
341   268 73
653   540 113
263   214 49
102   87 15
107   87 20
122   89 33
566   450 116
458   359 99
100,000   100,000  
6,515   8,684 -2,169
1,453   2,064 -611
4,310   5,750 -1,440
8,068   10,083 -2,015
1,052   1,539 -487
1,704   2,492 -788
3,472   3,993 -521
5,061   6,001 -940
792   1,130 -338
950   1,512 -562
3,198   4,749 -1,551
190   278 -88
1,172   2,438 -1,266
2,090   4,079 -1,989
887   1,505 -618
222   309 -87
982   2,052 -1,070
2,185   4,680 -2,495
412   726 -314
1,000   1,852 -852
2,138   3,786 -1,648
1,069   1,908 -839
517   964 -447
207   347 -140
276   386 -110
1,034   1,907 -873
2,414   4,466 -2,052
1,207   2,268 -1,061
931   1,430 -499
191   91 100
96   47 49
583   272 311
365   188 177
417   212 205
4,889   4,931 -42
64,599   65,181 -582
21,192   1,848 19,344
51,466   4,047 47,419
66,603   5,062 61,541
100,000   100,000  
235   334 -99
14,308   15,833 -1,525
100,000   100,000  
33   26 7
26,236   4,401 21,835
4,770   788 3,982
10,903   3,148 7,755
19,422   8,785 10,637
40,888   22,956 17,932
2,385   1,659 726
2,726   1,946 780
6,846   7,760 -914
1,261   2,255 -994
1,622   2,397 -775
1,441   2,136 -695
6,846   9,092 -2,246
15,208   2,280 12,928
11,406   1,822 9,584
15,208   2,538 12,670
973   2,001 -1,028
1,322   2,069 -747
724   1,051 -327
998   1,539 -541
1,397   2,077 -680
274   413 -139
324   1,019 -695
798   2,383 -1,585
1,397   3,970 -2,573
374   1,020 -646
349   946 -597
374   1,006 -632
399   969 -570
2,270   4,985 -2,715
1,771   4,007 -2,236
823   1,989 -1,166
2,495   5,976 -3,481
1,272   2,971 -1,699
3,743   8,595 -4,852
299   400 -101
18,713   40,317 -21,604
3,618   9,276 -5,658
3,543   8,631 -5,088
1,672   5,984 -4,312
474   1,485 -1,011
1,946   5,972 -4,026
649   2,000 -1,351
474   975 -501
3,019   3,988 -969
3,044   3,984 -940
4,865   5,988 -1,123
2,021   2,412 -391
6,213   7,430 -1,217
1,347   2,060 -713
1,572   2,485 -913
2,420   4,171 -1,751
12,381   3,050 9,331
10,953   2,972 7,981
16,191   4,556 11,635
14,252   15,160 -908
100,185   106,363 -6,178
1,348   1,523 -175
1,626   1,822 -196
1,360   1,026 334
1,541   1,245 296
2,448   2,011 437
635   530 105
635   511 124
635   498 137
1,269   981 288
6,347   4,978 1,369
5,078   3,997 1,081
2,267   1,967 300
3,264   2,977 287
1,541   1,497 44
4,352   4,281 71
10,518   5,972 4,546
7,616   4,589 3,027
2,811   1,836 975
11,424   7,472 3,952
2,357   1,991 366
635   527 108
635   500 135
2,267   2,028 239
2,539   1,994 545
3,173   2,990 183
7,647   1,130 6,517
26,763   3,930 22,833
19,117   2,668 16,449
5,130   2,061 3,069
2,565   1,055 1,510
10,773   4,107 6,666
6,156   2,475 3,681
15,390   6,275 9,115
5,130   2,092 3,038
513   203 310
513   215 298
4,617   1,986 2,631
4,104   1,553 2,551
126,510   43,238 83,272
104,749   54,060 50,689
83   59 24
201   187 14
95   92 3
107   104 3
95   91 4
414   359 55
272   233 39
225   177 48
320   220 100
47   35 12
320   250 70
118   90 28
1,445   1,053 392
19,721   18,266 1,455
16,101   1,902 14,199
40,252   3,021 37,231
64,403   4,591 59,812
40,252   2,998 37,254
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
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       24
b       19
c       16
d       10
e       99
      53
      91
      18
      98
      43
      30
      57
      27
      61
      226
      73
      113
      49
      15
      20
      33
      116
      99
       
      -2,169
      -611
      -1,440
      -2,015
      -487
      -788
      -521
      -940
      -338
      -562
      -1,551
      -88
      -1,266
      -1,989
      -618
      -87
      -1,070
      -2,495
      -314
      -852
      -1,648
      -839
      -447
      -140
      -110
      -873
      -2,052
      -1,061
      -499
      100
      49
      311
      177
      205
      -42
      -582
      19,344
      47,419
      61,541
       
      -99
      -1,525
       
      7
      21,835
      3,982
      7,755
      10,637
      17,932
      726
      780
      -914
      -994
      -775
      -695
      -2,246
      12,928
      9,584
      12,670
      -1,028
      -747
      -327
      -541
      -680
      -139
      -695
      -1,585
      -2,573
      -646
      -597
      -632
      -570
      -2,715
      -2,236
      -1,166
      -3,481
      -1,699
      -4,852
      -101
      -21,604
      -5,658
      -5,088
      -4,312
      -1,011
      -4,026
      -1,351
      -501
      -969
      -940
      -1,123
      -391
      -1,217
      -713
      -913
      -1,751
      9,331
      7,981
      11,635
      -908
      -6,178
      -175
      -196
      334
      296
      437
      105
      124
      137
      288
      1,369
      1,081
      300
      287
      44
      71
      4,546
      3,027
      975
      3,952
      366
      108
      135
      239
      545
      183
      6,517
      22,833
      16,449
      3,069
      1,510
      6,666
      3,681
      9,115
      3,038
      310
      298
      2,631
      2,551
      83,272
      50,689
      24
      14
      3
      3
      4
      55
      39
      48
      100
      12
      70
      28
      392
      1,455
      14,199
      37,231
      59,812
      37,254
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 518,932
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 11,456
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 11,456
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 11,456
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,668
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 5,668
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 5,788
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)
FL
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 ofBANK OF AMERICA NA Telephone no. (888) 866-3375

Located atPO BOX 1532PENNINGTONNJ ZIP+408534
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
BANK OF AMERICA N A TRUSTEE
2 		127,851    
PO BOX 1532
PENNINGTON,NJ08534
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
13,864,458
b
Average of monthly cash balances.......................
1b
478,175
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,342,633
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
14,342,633
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
215,139
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,127,494
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
706,375
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
706,375
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,456
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,456
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
694,919
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
694,919
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
694,919
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
713,140
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
713,140
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 7 694,919
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 112,280
b From 2021...... 38,547
c From 2022...... 125,239
d From 2023...... 64,356
e From 2024...... 35,895
f Total of lines 3a through e ........ 376,317
4Qualifying distributions for 2025 from Part
XI, line 4: $ 713,140
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 694,919
e Remaining amount distributed out of corpus 18,221
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 5 394,538
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		112,280
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		282,258
10 Analysis of line 9:
a Excess from 2021 .... 38,547
b Excess from 2022 .... 125,239
c Excess from 2023 .... 64,356
d Excess from 2024 .... 35,895
e Excess from 2025 .... 18,221
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).)
NONE
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.
NONE
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

GOOD SHEPHERD REHABILITATION

850 SOUTH 5TH STREET
ALLENTOWN,PA181033308 		N/A   UNRESTRICTED GENERAL 135,949

WORLD CHALLENGE

1702 CHAPEL HILLS DRIVE
COLORADO SPRINGS,CO809205452 		N/A   UNRESTRICTED GENERAL 21,184

BILLY GRAHAM EVANGELISTIC ASSOCIATION

1 BILLY GRAHAM PKWY
CHARLOTTE,NC282010001 		N/A   UNRESTRICTED GENERAL 20,000

CHRISTIAN HEALING MINISTRY

438 W 67TH STREET
JACKSONVILLE,FL322083931 		N/A   UNRESTRICTED GENERAL 13,500

PRISON FELLOWSHIP MINISTRIES

44180 RIVERSIDE PARKWAY
LANSDOWNE,VA20176 		N/A   UNRESTRICTED GENERAL 52,960

WORLD VISION INC

PO BOX 9716
FEDERAL WAY,WA980639716 		N/A   UNRESTRICTED GENERAL 200,000

AFRICAN ENTERPRISE

PO BOX 28190
SPOKANE,WA992288190 		N/A   UNRESTRICTED GENERAL 50,775

WYCLIFFE ASSOCIATES INC

11450 TRANSLATION WAY
ORLANDO,FL328620143 		N/A   UNRESTRICTED GENERAL 10,000

DOOR OF HOPE

221 E WALNUT STREET
PASADENA,CA911011554 		N/A   UNRESTRICTED GENERAL 141,082

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DRIVE
ORLANDO,FL328320100 		N/A   UNRESTRICTED GENERAL 16,550
Total ................................. 3a 662,000
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 ....     14 391,694  
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 ............ 		    18 518,932  
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) ..   910,626  
13Total. Add line 12, columns (b), (d), and (e)..................
13
910,626
(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 InvestmentsCorpBondsSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Name of Bond End of Year Book Value End of Year Fair Market Value
36966TJS2 GENERAL ELEC CAP COR 51,226 50,202
532457BP2 ELI LILLY & CO GLB 50,185 49,570
24422ETC3 JOHN DEERE CAPITAL C    
46625HRY8 JPMORGAN CHASE & CO 100,766 99,777
58933YAR6 MERCK & CO INC    
594918BJ2 MICROSOFT CORP    
68389XBD6 ORACLE CORP GLB 50,573 46,545
437076BT8 HOME DEPOT INC GLB 94,977 98,420
22160KAM7 COSTCO WHOLESALE COR 96,963 99,265
25468PDK9 WALT DISNEY COMPANY/ 100,018 99,876
36966TJT0 GENERAL ELEC CAP COR 62,945 62,121
023135CQ7 AMAZON.COM INC GLB 100,612 102,647
89236TKR5 TOYOTA MOTOR CREDIT 98,715 101,266
91324PEQ1 UNITEDHEALTH GROUP I 50,357 52,128
341081GU5 FLORIDA POWER & LIGH 51,051 52,374
373334KQ3 GEORGIA POWER CO GLB 49,588 50,681
438516CR5 HONEYWELL INTERNATIO 50,743 51,676
458140CN8 INTEL CORP GLB 50,321 51,116
744448CW9 PUBLIC SERVICE COLOR 47,686 48,980
744448CZ2 PUBLIC SERVICE COLOR 50,479 51,375
91324PFA5 UNITEDHEALTH GROUP I 50,196 51,339
949746JM4 WELLS FARGO GLB 51,112 52,592

TY 2025 InvestmentsCorpStockSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Name of Stock End of Year Book Value End of Year Fair Market Value
68389X105 ORACLE CORP $0.01 16,908 97,455
713448108 PEPSICO INC 136,026 192,747
747525103 QUALCOMM INC 82,644 207,997
904767704 UNILEVER PLC AMER SH    
911312106 UNITED PARCEL SVC CL 101,099 86,097
46625H100 JPMORGAN CHASE & CO 70,600 335,431
87612E106 TARGET CORP    
931142103 WALMART INC 24,731 103,611
00287Y109 ABBVIE INC SHS 102,195 312,117
037833100 APPLE INC 88,947 702,486
291011104 EMERSON ELEC CO 94,141 176,650
594918104 MICROSOFT CORP 58,838 530,048
636274409 NATIONAL GRID PLC SH 88,746 127,009
717081103 PFIZER INC 142,999 107,543
580135101 MCDONALDS CORP 13,343 42,483
80105N105 SANOFI ADR 112,928 110,392
882508104 TEXAS INSTRUMENTS 30,138 43,893
92343V104 VERIZON COMMUNICATNS 215,435 201,369
02079K107 ALPHABET INC SHS 13,857 188,280
002824100 ABBOTT LABS 7,475 19,044
031162100 AMGEN INC    
458140100 INTEL CORP 150,953 161,696
718172109 PHILIP MORRIS INTL I 128,195 239,477
855244109 STARBUCKS CORP 9,555 11,874
369550108 GENL DYNAMICS CORP 64,911 114,128
09062X103 BIOGEN IDEC INC    
25243Q205 DIAGEO PLC SPSD ADR 65,726 45,205
438516106 HONEYWELL INTL INC D 47,533 62,234
66987V109 NOVARTIS ADR 14,395 26,195
000375204 ABB LTD SPON 108,061 362,453
126650100 CVS HEALTH CORP 126,624 152,530
172967424 CITIGROUP INC COM NE 46,913 133,027
478160104 JOHNSON AND JOHNSON 105,258 165,560
58933Y105 MERCK AND CO INC SHS 100,947 187,889
742718109 PROCTER & GAMBLE CO 144,414 243,627
00206R102 AT&T INC 129,935 138,036
11135F101 BROADCOM INC 101,467 1,332,485
149123101 CATERPILLAR INC DEL 33,677 222,846
254687106 DISNEY (WALT) CO COM 78,024 94,315
29250N105 ENBRIDGE INC 65,633 88,629
30231G102 EXXON MOBIL CORP 568,071 727,094
370334104 GENERAL MILLS 64,672 62,078
500754106 KRAFT HEINZ CO/THE    
548661107 LOWE'S COMPANIES INC 17,280 107,316
57636Q104 MASTERCARD INC 13,752 161,559
874039100 TAIWAN S MANUFCTRING 26,797 156,503
17275R102 CISCO SYSTEMS INC 192,474 503,699
260003108 DOVER CORP 4,914 26,553
718546104 PHILLIPS 66 SHS 106,740 155,106
20030N101 COMCAST CORP NEW CL 89,149 78,939
459200101 INTL BUSINESS MACHIN 321,503 562,503
891160509 TORONTO DOMINION BAN 65,981 104,939
482480100 KLA CORP 18,486 145,810
G5960L103 MEDTRONIC PLC SHS 78,111 88,471
493267108 KEYCORP NEW COM    
539830109 LOCKHEED MARTIN CORP 116,921 189,599
87807B107 TC ENERGY CORP 67,447 91,097
674599105 OCCIDENTAL PETROLEUM    
89832Q109 TRUIST FINL CORP 117,908 152,354
756109104 REALTY INCM CRP MD P 19,550 17,080
75513E101 RTX CORP CORP 82,625 229,617
110122108 BRISTOL-MYERS SQUIBB    
67077M108 NUTRIEN LTD    
020002101 ALLSTATE CORP DEL 13,943 22,272
09260D107 BLACKSTONE INC 14,487 21,271
G7997R103 SEAGATE TECH HLDGS P 20,570 67,746
04010L103 ARES CAPITAL CORP 8,571 8,841
49456B101 KINDER MORGAN INC. D 11,399 18,501
166764100 CHEVRON CORP 23,381 22,099
773903109 ROCKWELL AUTOMATION 12,053 20,232
459506101 INTL FLAVORS&FRAGRNC 27,850 16,848
65473P105 NISOURCE INC 11,146 15,535
253868103 DIGITAL RLTY TR INC 21,904 25,063
231021106 CUMMINS INC    
219350105 CORNING INC 16,761 41,066
826197501 SIEMENS AG 18,872 43,385
559222401 MAGNA INTERNATIONAL    
N6596X109 NXP SEMICONDUCTORS N 19,719 23,660
828806109 SIMON PROPERTY GROUP 10,967 18,511
69121K104 OWL ROCK CAPITAL COR    
534187109 LINCOLN NATIONAL COR    
780259305 SHELL PLC 107,780 130,574
89151E109 TOTAL FINA ELF S.A.    
22822V101 CROWN CASTLE INC SHS 32,880 26,661
26884L109 EQT CORP 11,814 16,080
277432100 EASTMAN CHEMICAL CO 4,290 3,511
31620M106 FIDELITY NATL INFO S    
501044101 KROGER CO 12,209 17,120
799926100 SANDOZ GROUP AG    
867224107 SUNCOR ENERGY INC NE 14,525 22,180
09290D101 BLACKROCK INC REG SH 31,300 77,064
512807306 LAM RESH CORP 10,789 99,284
83671M105 SOUTH BOW CORP    
G02602103 AMDOCS LIMITED 44,326 44,925
00162Q452 ALERIAN MLP ETF SHS 4,093 5,125
N5505D105 MAGNUM (THE) ICE CRE 1,859 2,552
229899109 CULLEN FRST BKRS PV$ 14,537 14,562
47103U845 JANUS HENDERSON AAA 252,986 252,900
464287663 ISHARES CORE S&P US 89,987 168,678
464288448 ISHARES INTL SELECT 147,223 180,089
464287671 ISHARES CORE S&P U.S 46,697 136,031
F92124100 TOTALENERGIES SE 49,298 64,046
46641Q332 JPMORGAN EQUITY PREM 15,688 15,283
092528603 ISHARES FLEXIBLE INC 264,180 263,850
904767803 UNILEVER PLC 33,741 46,761
46434V621 ISH TR CORE DIVID GR 65,881 126,900
464286319 ISHARES EMERGING MAR 119,148 94,633

TY 2025 InvestmentsOtherSchedule2
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464286319 ISHARES EMERGING MAR      
464287663 ISHARES CORE S&P U.S      
46434V621 ISHARES CORE DIVIDEN      
464288448 SHARES DJ EPAC SEL D      
464287671 ISHARES CORE S&P U.S      
00162Q452 ALERIAN MLP ETF SHS      
46641Q332 J.P. MORGAN EXCHANGE      
81369Y506 ENERGY SELECT SECTOR      

TY 2025 OtherDecreasesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Amount
MUTUAL FUND TIMING ADJ 1,528
PY ROC / COST BASIS ADJ 1,563


TY 2025 OtherExpensesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 495 495   0


TY 2025 TaxesSchedule
Name:
JEAN L POTTER FDTN
EIN:
47-1641626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,877 6,877   0
EXCISE TAX - PRIOR YEAR 1,150 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,668 0   0
FOREIGN TAXES ON QUALIFIED FOR 955 955   0
FOREIGN TAXES ON NONQUALIFIED 518 518   0