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
TRUMANSBURG CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 6180 IRADELL RD
  Room/suite
City or town
TRUMANSBURG
State or province
NY
Country  
ZIP or foreign postal code
14886
A Employer identification number

16-1422770
B Telephone number (see instructions)

6077933269
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)$575,197J 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 1 1  
4 Dividends and interest from securities... 16,640 16,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 118,525
b Gross sales price for all assets on line 6a 715,529
7 Capital gain net income (from Part IV, line 2)... 118,525
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 135,166 135,166  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,000 0   0
14 Other employee salaries and wages...... 3,500 0   3,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
840 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
950 0   950
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
817 717   100
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,700 6,681   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,807 7,398   4,550
25 Contributions, gifts, grants paid....... 46,000 46,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 63,807 7,398   50,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,359
b Net investment income (if negative, enter -0-) 127,768
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,313 1,514 1,514
2 Savings and temporary cash investments......... 14,146 5,067 5,067
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 318,153 Click to see attachment
List of Attached Documents:
// Content
128,912 		128,912
c Investments—corporate bonds (attach schedule)....... 161,391 Click to see attachment
List of Attached Documents:
// Content
431,869 		439,704
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 496,003 567,362 575,197
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 496,003 496,003
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 71,359
29 Total net assets or fund balances (see instructions)..... 496,003 567,362
30 Total liabilities and net assets/fund balances (see instructions). 496,003 567,362
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
496,003
2
Enter amount from Part I, line 27a .....................
2
71,359
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
567,362
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
567,362
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 ABB LTD ADR   2025-03-06 2025-06-23
b ADYEN N V UNSPONSRED ADR   2025-06-24 2025-11-05
c AIRBUS SE UNSPONSORED ADR   2025-06-24 2025-11-05
d AKAMAI TECHNOLOGIES INC   2025-01-06 2025-11-05
e ALCON INC   2025-08-29 2025-11-05
ALLEGION PUB LTD CO   2025-03-25 2025-11-05
ALPHABET INC CL A   2025-11-05 2025-11-10
AMAZON COM INC   2025-11-05 2025-11-10
APPLE INC   2025-11-05 2025-11-10
APPLIED MATERIALS INC   2025-11-05 2025-11-10
ARISTA NETWORKS INC   2025-11-05 2025-11-10
ASICS CORP ADR   2024-08-23 2025-03-14
ASML HOLDING NV NY REG   2025-09-25 2025-11-05
ASTRAZENECA PLC ADR   2025-08-29 2025-11-05
AUTODESK INC DELAWARE   2025-06-24 2025-11-05
AXA ADS   2025-08-01 2025-11-05
BANCO BILBAO VIZ ARG SA   2024-09-13 2025-07-22
BANCO SANTANDER S.A.   2025-08-22 2025-11-05
BANK OF AMERICA CORP   2025-11-05 2025-11-10
BANK OZK   2025-03-25 2025-11-05
BECTON DICKINSON & CO   2025-11-05 2025-11-10
BERKSHIRE HATHAWAY CL-B NEW   2025-11-05 2025-11-10
BOOZ ALLEN HAMILTON HLDG CL-A   2025-04-24 2025-11-05
BYD COMPANY LTD UNSPON ADR   2025-06-24 2025-11-05
CANADIAN PACIFIC KANSAS CITY   2024-02-06 2025-01-14
CARLISLE CO INC   2025-06-24 2025-11-05
CDW CORPORATION   2025-04-14 2025-11-05
CELESTICA INC   2025-08-11 2025-11-05
CENCORA INC   2025-11-05 2025-11-10
CENTENE CORPORATION   2024-12-19 2025-11-05
CHECK POINT SOFTWARE TECH LTD   2025-01-31 2025-11-05
COCA-COLA FEMSA, S.A.B. DE C.V   2025-06-24 2025-10-01
COLGATE PALMOLIVE CO   2025-11-05 2025-11-10
COMM SERV SELECT SECTOR SPDR   2025-07-29 2025-10-10
COMPAGNIE FIN RICHEMONTAG ADR   2025-10-15 2025-11-05
COMPASS GROUP PLC SPD ADR   2025-11-05 2025-11-10
CONS STAPLES SEL SECT SPDR FD   2025-07-29 2025-09-22
COTERRA ENERGY INC   2025-11-05 2025-11-10
CSX CORP   2025-11-05 2025-11-10
DANAHER CORPORATION   2025-06-24 2025-11-05
DANONE SPONSORED ADR   2024-11-13 2025-11-05
DAVITA INC   2025-11-05 2025-11-10
DEUTSCHE TELEKOM AG ADR   2025-08-01 2025-08-26
E.ON SE   2025-07-22 2025-11-05
EDP SA ADR   2025-10-01 2025-11-05
EQUIFAX INC   2025-02-13 2025-11-05
ESSILORLUXOTTICA ADR   2025-10-24 2025-11-05
FLOWSERVE CORP   2025-08-07 2025-11-05
GALDERMA GROUP AG ADR   2025-11-03 2025-11-05
GLOBAL PAYMENT INC   2024-09-05 2025-04-17
HALEON PLC ADR   2024-03-19 2025-03-13
HAMILTON LANE CL A   2025-03-24 2025-11-05
HDFC BANK LTD ADR   2024-09-18 2025-08-25
HEALTH CARE SEL SECT SPDR FD   2025-07-29 2025-09-22
HERMES INTL SCA UNSPON ADR   2025-01-22 2025-11-05
HOME DEPOT INC   2025-11-05 2025-11-10
HSBC HOLDINGS PLC SPON ADR NEW   2025-10-24 2025-11-05
HUNTINGTON INGALLS INDUSTRIES   2024-12-19 2025-11-05
ICON PLC   2024-03-18 2025-02-19
IMPAX ELLVTE GLB WMN LDR INST   2025-11-05 2025-11-10
INDUSTRIAL SEL SEC SPDR FD   2025-06-24 2025-11-05
INTERACTIVE BROKERS GROUP CL A   2025-11-05 2025-11-10
INTERCONTINENTAL EXCHANGE INC   2025-11-04 2025-11-05
INTESA SANPAOLO S.P.A. ADR   2024-05-14 2025-03-14
INTUIT INC   2025-11-05 2025-11-10
INVESCO QQQ TRUST, SERIES 1   2025-09-22 2025-11-05
IQVIA HOLDINGS INC   2024-12-19 2025-11-05
ISHARES MSCI EMU ETF   2025-07-29 2025-11-05
ISHARES RUSSELL 2000 ETF   2024-09-19 2025-01-10
JPMORGAN CHASE & CO   2025-11-05 2025-11-10
KYNDRYL HOLDINGS INC   2025-11-05 2025-11-10
L OREAL CO ADR   2025-10-15 2025-11-05
LENOVO GROUP LTD SPONS ADR   2025-06-24 2025-11-05
LINDE PLC   2025-08-22 2025-11-03
LLOYDS BANKING GROUP PLC   2024-09-12 2025-06-23
LVMH MOET HENNESSY LOUIS VUITT   2024-12-06 2025-06-23
MASTERCARD INC CL A   2025-11-05 2025-11-10
MICROSOFT CORP   2025-11-05 2025-11-10
MITSUBISHI UFJ FINCL GRP ADS   2025-03-25 2025-11-05
MOONLAKE IMMUNOTHERAPEUTICS   2025-08-29 2025-10-24
MTU AERO ENGINES AG   2025-11-03 2025-11-05
NATWEST GROUP PLC ADR   2025-06-25 2025-11-05
NOV INC   2025-08-07 2025-11-05
NOVONESIS (NOVOZYMES) B ADR   2025-09-03 2025-11-05
NUSHARES ESG MID-CAP VALUE ETF   2025-11-05 2025-11-10
ONEOK INC   2025-08-07 2025-11-05
OTIS WORLDWIDE CORP   2025-11-05 2025-11-10
PROGRESSIVE CORP OHIO   2025-11-05 2025-11-10
PRYSMIAN S P A MILANO ADR   2025-08-13 2025-11-05
REGAL REXNORD CORPORATION   2025-07-15 2025-11-05
RELX PLC SPONSORED ADR   2025-07-16 2025-09-10
ROCHE HOLDINGS ADR   2025-11-05 2025-11-10
SAIA INC   2025-03-28 2025-11-05
SAP AG   2025-07-17 2025-11-05
SCHNEIDER ELEC SA UNSP ADR   2024-08-27 2025-01-28
SEA LIMITED ADR   2025-07-23 2025-11-05
SERVICETITAN INC CL A   2025-03-21 2025-11-05
SHERWIN WILLIAMS COMPANY OHIO   2025-08-11 2025-11-05
SHOPIFY INC CL A   2024-11-01 2025-03-04
SIEMENS ENERGY AG ADR   2025-04-22 2025-11-05
SIKA AG ADR   2025-03-07 2025-06-26
SOFTBANK CORP UNSPONS ADR   2025-09-25 2025-11-05
SONY FINANCIAL GROUP INC ADR   2025-09-29 2025-10-08
SPDR S&P 500 ETF TRUST   2025-08-26 2025-11-05
SPOTIFY TECHNOLOGY SA   2025-01-16 2025-08-01
ST STR ENERGY SEL SEC SPDR   2025-07-29 2025-12-05
STATE STREET SPDR BLOOMBERG   2025-11-10 2025-12-11
TAIWAN SMCNDCTR MFG CO LTD ADR   2025-10-20 2025-11-05
TELEDYNE TECH INC   2025-03-24 2025-11-05
TENCENT HLDGS LTD UNSPON ADR   2025-08-25 2025-11-05
TERUMO CORP ADR UNSPONS ADR   2025-09-02 2025-11-05
TESCO PLC ADR   2025-06-24 2025-11-05
TEXAS INSTRUMENTS   2025-11-05 2025-11-10
THE CIGNA GROUP   2025-11-05 2025-11-10
THE FINANCIAL SEL SECT SPDR FD   2024-09-19 2025-04-03
THERMO FISHER SCIENTIFIC   2025-06-24 2025-11-05
TOKI MARINE HOLDING INS ADR   2024-12-10 2025-11-05
TOKYO ELECTRON LTD UNSPON ADR   2025-02-20 2025-11-05
TRANE TECHNOLOGIES PLC   2025-01-14 2025-11-10
TRIMBLE INC   2025-07-22 2025-11-05
UCB SA UNSPON ADR   2025-09-05 2025-11-05
UL SOLUTIONS INC CLASS A   2025-04-10 2025-11-05
UNICREDIT SPA-ADR   2025-03-25 2025-11-05
UNILEVER PLC (NEW) ADS   2025-09-03 2025-11-05
UNITED RENTALS INC   2025-11-05 2025-11-10
UNIVERSAL DISPLAY CORP   2025-03-11 2025-11-05
VANECK GOLD MINERS ETF   2025-09-22 2025-11-05
VERISK ANALYTICS INC COM   2025-11-04 2025-11-05
W W GRAINGER INC   2025-11-05 2025-11-10
ZAI LAB LTD-ADR   2025-03-19 2025-11-05
3I GROUP PLC UNSPONS ADR   2025-03-25 2025-11-05
ABB LTD ADR   2024-06-13 2025-06-23
ADOBE INC   2022-07-28 2025-02-10
AKAMAI TECHNOLOGIES INC   2019-07-10 2025-11-05
ALBEMARLE CORPORATION   2019-08-06 2025-11-05
ALCON INC   2020-11-24 2025-03-31
ALEXANDRIA REAL ESTATE EQ INC   2020-03-17 2025-11-05
ALLEGION PUB LTD CO   2020-09-11 2025-11-05
ALPHABET INC CL C   2019-09-25 2025-11-05
AMETEK INC NEW   2020-03-24 2025-11-05
ARGENX SE ADR   2024-05-15 2025-11-05
ASML HOLDING NV NY REG NEW   2019-07-10 2025-11-05
ASPEN TDR B84WL   2023-03-15 2025-03-13
ASTRAZENECA PLC ADR   2024-04-23 2025-11-05
ATLAS COPCO AS A ADR A NEW   2023-08-24 2025-06-23
ATMOS ENERGY CP   2019-07-10 2025-11-05
AUTODESK INC DELAWARE   2020-04-06 2025-11-05
AVNET INC   2024-04-11 2025-11-05
BALL CORP   2023-04-12 2025-02-11
BANCO BILBAO VIZ ARG SA ADS   2024-05-22 2025-07-09
BATH & BODY WORKS INC   2023-09-13 2025-11-05
BENTLEY SYS INC COM CL B   2022-04-21 2025-11-05
BERKLEY W R CORP   2020-09-11 2025-11-05
BJS WHSL CLUB HLDGS INC   2024-04-25 2025-11-05
BORG WARNER INC   2022-06-17 2025-11-05
BRAMBLES LTD SPONSORED ADR   2023-01-27 2025-11-05
BRIGHT HORIZONS FAMILY SOLUT   2022-11-14 2025-11-05
BROADRIDGE FIN SOLU.LLC   2022-07-29 2025-11-05
BXP INC   2024-04-11 2025-11-05
CANADIAN PACIFIC KANSAS CITY   2021-10-12 2025-03-25
CBRE GROUP INC - A   2020-03-17 2025-11-05
CDW CORPORATION   2020-09-11 2025-11-05
CF INDUSTRIES HOLDINGS,INC   2024-09-17 2025-11-05
CHARLES RIVER LABS INTL INC   2019-07-11 2025-11-05
CHECK POINT SOFTWARE TECH LTD   2024-10-29 2025-11-05
CHEMED CORPORATION   2020-06-30 2025-11-05
CHEVRON CORP   2019-07-11 2025-08-07
CHOICE HOTELS INTL INC NEW   2024-07-01 2025-11-05
COMPASS GROUP PLC SPD ADR   2021-03-29 2025-09-03
CONS STAPLES SEL SECT SPDR FD   2024-08-02 2025-09-22
CRH PLC   2023-09-20 2025-06-23
CUMMINS INC   2019-07-10 2025-11-05
D R HORTON INC   2020-03-17 2025-11-05
DANAHER CORPORATION   2019-07-11 2025-11-05
DANONE SPONSORED ADR   2024-11-01 2025-11-05
DARDEN RESTAURANTS   2020-06-16 2025-11-05
DEUTSCHE BOERSE AG UNSPON ADR   2024-04-22 2025-06-23
DEUTSCHE TELEKOM AG ADR   2022-09-29 2025-10-03
EASTMAN CHEMICAL COMPANY   2023-08-29 2025-11-05
EDP SA ADR   2020-09-18 2025-11-05
EQUIFAX INC   2020-03-12 2025-11-05
ESSEX PROPERTY TRUST INC   2020-03-17 2025-11-05
EXPONENT INC   2022-03-21 2025-11-05
FACTSET RESEARCH SYSTEMS INC   2019-07-10 2025-11-05
FAIR ISAAC & CO INC   2019-10-21 2025-10-02
FERRARI N V   2024-08-22 2025-11-05
FISERV INC   2025-11-05 2025-12-17
FLEXTRONICS INTL LTD   2019-07-10 2025-06-26
GARTNER INC   2021-04-07 2025-11-05
GATX CORP   2019-08-06 2025-11-05
GIVAUDAN SA ADR   2023-11-17 2025-11-05
GLOBAL PAYMENT INC   2025-04-14 2025-11-05
GODADDY INC.   2020-12-07 2025-11-10
HALEON PLC ADR   2024-03-19 2025-06-23
HDFC BANK LTD ADR   2024-05-15 2025-08-25
HEALTH CARE SEL SECT SPDR FD   2024-06-03 2025-09-22
HOYA CORP SPONS ADR   2024-02-02 2025-11-05
HUMANA INC   2019-07-10 2025-11-05
HUNTINGTON INGALLS INDUSTRIES   2020-03-17 2025-11-05
ICON PLC   2019-07-10 2025-02-27
INDUSTRIA DE DISENO TEXTIL IND   2020-04-29 2025-11-05
INTERACTIVE BROKERS GROUP CL A   2019-07-10 2025-06-18
INTERCONTINENTAL EXCHANGE INC   2019-08-06 2025-11-05
INTESA SANPAOLO S.P.A. ADR   2023-01-05 2025-11-05
INVESCO S&P 500 EQUAL WEIGHT E   2023-07-14 2025-04-16
IQVIA HOLDINGS INC   2024-08-20 2025-11-05
JACK HENRY & ASSOC INC   2023-03-08 2025-11-05
L OREAL CO ADR   2019-09-09 2025-11-05
LABCORP HOLDINGS INC   2020-03-17 2025-11-05
LCI INDS   2022-07-22 2025-11-05
LENNOX INTL INC   2019-07-10 2025-11-05
LENOVO GROUP LTD SPONS ADR   2024-10-21 2025-11-05
LINDE PLC   2019-08-06 2025-11-05
LKQ CORPORATION   2024-07-18 2025-11-05
LLOYDS BANKING GROUP PLC   2024-06-06 2025-06-23
LONDON STK EXCHANGE GROUP ADR   2019-07-10 2025-11-05
LORD ABBETT SHT DURATION INC I   2022-02-14 2025-11-05
LPL FINL HLDGS INC COM   2021-03-23 2025-11-05
LVMH MOET HENNESSY LOUIS VUITT   2022-02-23 2025-06-23
MARKEL GROUP INC   2021-02-18 2025-11-05
MARTIN MARIETTA MATERIALS   2020-09-18 2025-11-05
MASCO CORP   2019-07-10 2025-11-05
MONOTARO CO LTD ADR   2019-07-12 2025-06-23
MURPHY OIL CORP   2024-09-05 2025-11-05
NEXTRACKER INC CLASS A   2024-01-17 2025-11-05
NOMURA RESH INST LTD ADR   2023-11-29 2025-11-05
NORDSON CP   2019-07-10 2025-11-05
NORTHERN TRUST CORP   2020-03-17 2025-03-25
NOV INC   2021-04-16 2025-11-05
NOVO NORDISK A/S ADR   2019-07-10 2025-11-05
O'REILLY AUTOMOTIVE INC NEW   2019-08-06 2025-11-05
OLLIES BARGAIN OUTLET HLDG INC   2024-10-29 2025-11-05
OLYMPUS CORP ADR   2023-07-14 2025-04-01
ON SEMICONDUCTOR CORP   2020-03-17 2025-11-05
ONEOK INC   2022-06-17 2025-11-05
PIMCO INCOME I2   2019-07-10 2025-11-05
PINNACLE FINCL PARTNERS INC   2024-04-11 2025-11-05
POOL CORP   2019-07-11 2025-11-05
POPULAR INC   2022-04-25 2025-11-05
PROGRESSIVE CORP OHIO   2019-07-10 2025-07-15
PUBLICIS GROUPE SA ADR   2024-05-08 2025-06-23
RAYMOND JAMES FINCL INC   2019-07-10 2025-11-05
REINSURANCE GROUP OF AMERICA   2022-03-04 2025-11-05
RELX PLC SPONSORED ADR   2022-09-29 2025-11-05
RENAISSANCE RE HOLDINGS LTD   2020-03-17 2025-11-05
RENTOKIL INITIAL PLC ADR   2019-07-10 2025-04-23
ROLLINS INC   2023-09-08 2025-11-05
ROSS STORES INC   2024-09-27 2025-11-05
ROYAL CARIBBEAN GROUP COM   2022-06-17 2025-11-05
S&P GLOBAL INC COM   2024-05-03 2025-11-05
SAIA INC   2023-03-15 2025-11-05
SAP AG   2023-01-12 2025-11-05
SCHNEIDER ELEC SA UNSP ADR   2024-04-19 2025-11-05
SCHNEIDER NATIONAL INC CL B   2024-04-11 2025-11-05
SEA LIMITED ADR   2024-09-25 2025-11-05
SEALED AIR CP NEW   2020-03-17 2025-11-05
SHERWIN WILLIAMS COMPANY OHIO   2019-07-10 2025-11-10
SHOPIFY INC CL A   2023-08-24 2025-11-05
SIEMENS HEALTHINEERS AG ADR   2024-03-19 2025-06-23
SITEONE LANDSCAPE SUPPLY INC   2019-07-10 2025-11-05
SMC CORP JAPAN SPONSORED ADR   2023-09-15 2025-02-28
SNAP-ON INC   2019-07-11 2025-11-05
SONOCO PRODUCTS CO   2021-03-24 2025-11-05
SONY GROUP CORPORATION ADR   2023-03-07 2025-11-05
SPDR S&P 500 ETF TRUST   2024-02-22 2025-03-11
ST STR UTILITIES SEL SEC SPDR   2024-05-23 2025-12-05
STATE STREET SPDR BLOOMBERG   2023-08-02 2025-07-29
STERIS PLC   2019-07-12 2025-11-05
STIFEL FINANCIAL CORPORATION   2020-03-17 2025-11-05
STRAUMANN HLDG AG ADR   2022-11-04 2025-09-19
SYNOPSYS INC   2020-03-17 2025-11-05
SYSCO CORP   2020-06-23 2025-11-05
TAIWAN SMCNDCTR MFG CO LTD ADR   2024-02-02 2025-11-05
TELEDYNE TECH INC   2022-04-08 2025-11-05
TELEFLEX INC   2022-11-07 2025-06-23
TERADYNE INC   2019-07-11 2025-03-27
TERUMO CORP ADR UNSPONS ADR   2024-10-08 2025-11-05
THE COOPER COMPANIES INC   2022-11-09 2025-11-05
THE SCOTTS MIRACLE-GRO COMPANY   2019-07-10 2025-11-05
THERMO FISHER SCIENTIFIC   2019-07-12 2025-11-05
THOMSON REUTERS CORP   2019-09-12 2025-07-29
THOR INDUSTRIES INC   2019-07-11 2025-11-05
TJX COS INC NEW   2019-07-10 2025-11-05
TOKI MARINE HOLDING INS ADR   2024-10-02 2025-11-05
TOKYO ELECTRON LTD UNSPON ADR   2024-09-26 2025-11-05
TRANSUNION   2022-11-07 2025-11-05
TRIMBLE INC   2024-05-22 2025-11-05
UCB SA UNSPON ADR   2024-07-29 2025-11-05
UNILEVER PLC (NEW) ADS   2024-08-12 2025-11-05
UNIVERSAL DISPLAY CORP   2024-07-26 2025-11-05
VERISK ANALYTICS INC COM   2019-07-10 2025-11-05
VISA INC CL A   2019-08-06 2025-11-05
VORNADO REALTY TRUST   2022-11-03 2025-11-05
WATSCO INC   2022-04-01 2025-11-05
WEBSTER FINCL CORP   2020-03-17 2025-11-05
WEC ENERGY GROUP INC COM   2019-07-10 2025-11-05
WHITE MOUNTAIN GRP BERMUDA   2019-07-10 2025-11-05
ZEBRA TECH CL-A   2020-03-12 2025-11-05
ZURN ELKAY WATER SOLNS CORP   2023-11-09 2025-11-05
3I GROUP PLC UNSPONS ADR   2023-08-29 2025-11-05
ISHARES GOLD TRUST     2025-12-31
SPDR GOLD TR GOLD SHS     2025-12-05
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 397   415 -18
b 841   882 -41
c 1,710   1,391 319
d 136   179 -43
e 1,059   1,233 -174
810   640 170
954   946 8
1,040   1,047 -7
316   317 -1
180   183 -3
657   688 -31
622   520 102
106   97 9
468   472 -4
413   418 -5
1,232   1,354 -122
882   627 255
1,619   1,402 217
241   236 5
1,181   1,198 -17
117   115 2
614   606 8
1,888   2,573 -685
562   756 -194
261   280 -19
2,578   2,841 -263
1,190   1,018 172
1,552   781 771
411   399 12
670   1,088 -418
687   759 -72
709   817 -108
214   207 7
14,520   13,423 1,097
1,352   1,311 41
863   834 29
2,339   2,427 -88
138   137 1
126   129 -3
542   509 33
967   844 123
93   93 0
145   142 3
1,307   1,311 -4
331   306 25
2,158   2,632 -474
981   974 7
1,267   956 311
360   372 -12
6   10 -4
67   55 12
1,318   1,581 -263
402   358 44
2,794   2,751 43
948   943 5
81   83 -2
1,478   1,408 70
426   261 165
10   18 -8
10,792   10,746 46
1,861   1,759 102
709   711 -2
2,697   2,961 -264
34   26 8
184   187 -3
20,667   20,812 -145
286   260 26
8,051   7,837 214
5,496   5,678 -182
232   228 4
765   744 21
419   406 13
458   495 -37
131   153 -22
1,347   1,005 342
266   329 -63
412   412 0
826   839 -13
1,660   1,367 293
51   293 -242
774   804 -30
2,143   1,790 353
112   90 22
857   982 -125
28,472   28,244 228
86   100 -14
147   149 -2
302   294 8
1,432   1,002 430
997   1,082 -85
198   235 -37
128   120 8
472   625 -153
69   81 -12
135   132 3
273   254 19
1,222   1,254 -32
525   551 -26
177   139 38
1,931   1,047 884
423   419 4
1,167   883 284
102   104 -2
10,783   10,225 558
1,290   844 446
2,632   2,646 -14
81,808   81,726 82
949   819 130
238   236 2
1,781   1,498 283
322   373 -51
1,953   1,474 479
197   199 -2
334   337 -3
5,953   5,529 424
379   270 109
374   367 7
727   670 57
711   628 83
1,202   1,237 -35
767   662 105
3,096   1,973 1,123
1,552   1,236 316
652   655 -3
227   226 1
1,114   1,206 -92
4,696   4,424 272
654   658 -4
191   194 -3
542   644 -102
224   194 30
948   940 8
1,353   1,211 142
793   901 -108
1,003   772 231
603   404 199
476   1,244 -768
2,669   1,640 1,029
11,008   2,370 8,638
3,371   1,145 2,226
2,365   1,250 1,115
2,710   624 2,086
2,880   2,077 803
2,208   1,908 300
1,517   1,268 249
1,416   876 540
3,010   1,472 1,538
1,296   1,171 125
1,200   1,413 -213
721   513 208
712   1,091 -379
3,486   3,169 317
3,870   1,517 2,353
2,228   1,780 448
1,274   1,075 199
1,980   1,001 979
1,752   2,277 -525
2,624   2,012 612
1,175   1,582 -407
1,885   1,770 115
2,058   675 1,383
4,432   3,475 957
1,035   479 556
2,194   2,392 -198
589   609 -20
1,444   1,474 -30
1,258   505 753
1,566   1,993 -427
1,177   734 443
2,752   2,773 -21
1,635   867 768
2,522   973 1,549
1,277   329 948
1,712   1,029 683
1,555   1,277 278
2,090   860 1,230
1,960   1,118 842
2,267   1,123 1,144
674   798 -124
1,449   1,683 -234
2,248   1,461 787
1,030   1,160 -130
1,497   1,542 -45
1,024   1,137 -113
1,221   204 1,017
1,219   1,107 112
6,797   7,304 -507
4,153   449 3,704
5,512   2,791 2,721
1,285   642 643
1,055   727 328
5,611   12,186 -6,575
1,664   1,067 597
859   641 218
1,246   990 256
2,584   2,736 -152
1,986   1,462 524
657   671 -14
1,550   1,083 467
960   761 199
2,870   1,608 1,262
905   265 640
2,227   1,351 876
2,598   1,190 1,408
5,219   4,864 355
1,174   1,378 -204
2,209   1,979 230
1,341   910 431
1,495   847 648
646   775 -129
3,798   2,077 1,721
537   523 14
1,350   614 736
854   1,519 -665
590   407 183
2,785   1,466 1,319
28,020   30,202 -2,182
4,267   1,625 2,642
953   1,412 -459
7,447   4,112 3,335
5,352   1,935 3,417
1,051   651 400
480   294 186
1,005   1,069 -64
2,004   413 1,591
749   581 168
2,694   1,576 1,118
914   794 120
934   835 99
1,817   841 976
6,423   1,772 4,651
2,163   1,530 633
1,041   1,353 -312
1,601   556 1,045
936   753 183
10,314   11,142 -828
1,211   1,330 -119
2,148   1,551 597
1,800   1,277 523
653   222 431
1,052   1,042 10
1,924   688 1,236
1,492   1,012 480
1,991   1,164 827
1,417   942 475
395   457 -62
3,402   1,428 1,974
6,811   4,328 2,483
2,501   709 1,792
3,336   2,341 995
1,414   1,344 70
3,363   1,458 1,905
1,794   1,421 373
941   1,121 -180
2,208   1,057 1,151
864   944 -80
1,027   462 565
1,742   774 968
519   587 -68
1,563   826 737
808   1,071 -263
1,463   671 792
648   1,036 -388
3,442   2,077 1,365
10,602   9,592 1,010
3,347   2,731 616
18,890   18,841 49
4,588   2,808 1,780
2,321   759 1,562
794   831 -37
2,482   771 1,711
1,041   840 201
1,321   727 594
2,558   2,224 334
2,122   5,690 -3,568
1,431   742 689
714   828 -114
2,271   2,514 -243
1,982   3,551 -1,569
3,314   1,739 1,575
1,968   688 1,280
1,769   979 790
10,349   4,053 6,296
1,012   989 23
1,897   1,237 660
3,658   3,923 -265
4,647   3,266 1,381
864   591 273
1,587   1,402 185
1,726   2,708 -982
2,102   1,348 754
5,116   2,700 2,416
1,574   1,032 542
2,365   1,953 412
1,575   1,236 339
1,207   930 277
9,340   5,311 4,029
2,026   1,548 478
3,429   2,048 1,381
1,178   423 755
5     5
7     7
5,149     5,149
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       -18
b       -41
c       319
d       -43
e       -174
      170
      8
      -7
      -1
      -3
      -31
      102
      9
      -4
      -5
      -122
      255
      217
      5
      -17
      2
      8
      -685
      -194
      -19
      -263
      172
      771
      12
      -418
      -72
      -108
      7
      1,097
      41
      29
      -88
      1
      -3
      33
      123
      0
      3
      -4
      25
      -474
      7
      311
      -12
      -4
      12
      -263
      44
      43
      5
      -2
      70
      165
      -8
      46
      102
      -2
      -264
      8
      -3
      -145
      26
      214
      -182
      4
      21
      13
      -37
      -22
      342
      -63
      0
      -13
      293
      -242
      -30
      353
      22
      -125
      228
      -14
      -2
      8
      430
      -85
      -37
      8
      -153
      -12
      3
      19
      -32
      -26
      38
      884
      4
      284
      -2
      558
      446
      -14
      82
      130
      2
      283
      -51
      479
      -2
      -3
      424
      109
      7
      57
      83
      -35
      105
      1,123
      316
      -3
      1
      -92
      272
      -4
      -3
      -102
      30
      8
      142
      -108
      231
      199
      -768
      1,029
      8,638
      2,226
      1,115
      2,086
      803
      300
      249
      540
      1,538
      125
      -213
      208
      -379
      317
      2,353
      448
      199
      979
      -525
      612
      -407
      115
      1,383
      957
      556
      -198
      -20
      -30
      753
      -427
      443
      -21
      768
      1,549
      948
      683
      278
      1,230
      842
      1,144
      -124
      -234
      787
      -130
      -45
      -113
      1,017
      112
      -507
      3,704
      2,721
      643
      328
      -6,575
      597
      218
      256
      -152
      524
      -14
      467
      199
      1,262
      640
      876
      1,408
      355
      -204
      230
      431
      648
      -129
      1,721
      14
      736
      -665
      183
      1,319
      -2,182
      2,642
      -459
      3,335
      3,417
      400
      186
      -64
      1,591
      168
      1,118
      120
      99
      976
      4,651
      633
      -312
      1,045
      183
      -828
      -119
      597
      523
      431
      10
      1,236
      480
      827
      475
      -62
      1,974
      2,483
      1,792
      995
      70
      1,905
      373
      -180
      1,151
      -80
      565
      968
      -68
      737
      -263
      792
      -388
      1,365
      1,010
      616
      49
      1,780
      1,562
      -37
      1,711
      201
      594
      334
      -3,568
      689
      -114
      -243
      -1,569
      1,575
      1,280
      790
      6,296
      23
      660
      -265
      1,381
      273
      185
      -982
      754
      2,416
      542
      412
      339
      277
      4,029
      478
      1,381
      755
      5
      7
      5,149
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 2 118,525
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,776
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,776
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,776
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,795
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 tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofREBECCA STEVENSON Telephone no. (607) 793-3269

Located at6180 IRADELL RDTRUMANSBURGNY ZIP+414886
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROGER RECTOR TRUSTEE
1.00 		1,000 0 0
LONGVIEW 457 1 BELLA VISTA DR
ITHACA,NY14850
NANCY IRISH TRUSTEE
1.00 		1,000 0 0
3889 MCINTYRE ROAD
TRUMANSBURG,NY14886
REBECCA STEVENSON TRUSTEE
1.00 		1,000 0 0
6180 IRADELL ROAD
TRUMANSBURG,NY14886
MEGGAN VAN NESS TRUSTEE
1.00 		1,000 0 0
9631 ROUTE 96
TRUMANSBURG,NY14886
BRANDY BESEMER TRUSTEE
1.00 		1,000 0 0
6650 ROUTE 227
TRUMANSBURG,NY14886
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 PROVIDE EDUCATIONAL ASSISTANCE TO INVDIVIDUALS IN ACCORDANCE WITH BY-LAWS 63,807
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
583,092
b
Average of monthly cash balances.......................
1b
7,646
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
590,738
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
590,738
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,861
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
581,877
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
29,094
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
29,094
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,776
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,776
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,318
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,318
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
27,318
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
50,550
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
50,550
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 27,318
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...... 5,573
b From 2021......  
c From 2022...... 12,256
d From 2023...... 4,628
e From 2024...... 12,155
f Total of lines 3a through e ........ 34,612
4Qualifying distributions for 2025 from Part
XI, line 4: $ 50,550
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..... 27,318
e Remaining amount distributed out of corpus 23,232
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 57,844
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) ... 		5,573
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		52,271
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 12,256
c Excess from 2023 .... 4,628
d Excess from 2024 .... 12,155
e Excess from 2025 .... 23,232
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 e-mail address of the person to whom applications should be addressed:
TRUMANSBURG CHARITABLE TRUST
PO BOX 368
TRUMANSBURG,NY14886
(607) 793-3269
bThe form in which applications should be submitted and information and materials they should include:
PRESCRIBED FORM AVAILABLE FROM TRUST OFFICE
cAny submission deadlines:
FOR GRANTS MADE FOR EDUCATIONAL ASSISTANCE THE DEADLINE IS IN FEBRUARY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR TEACHING AWARD, APPLICANT MUST BE EMPLOYED BY TRUMANSBURG SCHOOL SYSTEM; FOR TUITION ASSISTANCE, APPLICANT MUST BE A GRADUATE OF TRUMANSBURG H.S.
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
KATHRYN ELMORE


4241 COUNTY ROAD 6
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 8,000
LILY HERMAN


4774 EAST BATES RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 8,000
JESSICA HAIGHT


3880 WILLOW ST
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 8,000
ELIAS PARKER


5269 STILWELL RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 2,000
GRACE STURDEVANT


5736 STILWELL RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 2,000
MEGHAN CLARK


4380 WEST SENECA RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 2,000
AUSTIN MILLSPAUGH


5308 CURRY RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 2,000
LUCAS GROVE


4230 WEST SENECA RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 2,000
BRIANNA CLARK


4365 W SENECA RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 6,000
BRYCE GROVE


4230 WEST SENECA RD
TRUMANSBURG,NY14886 		NONE   TEACHER ED AND PROF DEVELOPMENT 6,000
Total ................................. 3a 46,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1  
4 Dividends and interest from securities ....     14 16,640  
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 ............ 		    18 118,525  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 135,166 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
135,166
(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:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSES 950 0   950

TY 2025 InvestmentsCorpBondsSchedule
Name:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 431,869 439,704

TY 2025 InvestmentsCorpStockSchedule
Name:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS 128,912 128,912

TY 2025 LegalFeesSchedule
Name:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 840 0   0


TY 2025 OtherExpensesSchedule
Name:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 6,681 6,681   0
COMPUTER EXPENSES 19 0   0


TY 2025 TaxesSchedule
Name:
TRUMANSBURG CHARITABLE TRUST
EIN:
16-1422770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FEE 100 0   100
IRS TAX 388 388   0
FOREIGN TAX PAID 329 329   0