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
GENE CONLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

75-2224430
B Telephone number (see instructions)

8887304933
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)$11,831,858J 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... 188,524 170,389  
5a Gross rents............ 181,146 181,146  
b Net rental income or (loss) 159,472
6a Net gain or (loss) from sale of assets not on line 10 186,953
b Gross sales price for all assets on line 6a 521,467
7 Capital gain net income (from Part IV, line 2)... 186,953
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........ 556,623 538,488  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,651 78,488   26,163
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,786 0 0 1,786
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
4,534 523   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
26,276 26,226   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,247 105,237 0 27,999
25 Contributions, gifts, grants paid....... 469,000 469,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 606,247 105,237 0 496,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,624
b Net investment income (if negative, enter -0-) 433,251
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............. 7,496    
2 Savings and temporary cash investments......... 407,910 475,793 475,793
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)....... 605,863 Click to see attachment
List of Attached Documents:
// Content
622,746 		1,517,698
c Investments—corporate bonds (attach schedule)....... 973,554 Click to see attachment
List of Attached Documents:
// Content
966,054 		943,227
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,073,523 Click to see attachment
List of Attached Documents:
// Content
3,961,780 		8,895,140
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) 6,068,346 6,026,373 11,831,858
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........ 6,068,346 6,026,373
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)..... 6,068,346 6,026,373
30 Total liabilities and net assets/fund balances (see instructions). 6,068,346 6,026,373
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
6,068,346
2
Enter amount from Part I, line 27a .....................
2
-49,624
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
15,792
4
Add lines 1, 2, and 3 ..........................
4
6,034,514
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8,141
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,026,373
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 14. ENOVIS CORP   2020-05-11 2025-01-10
b 92. TFS FINANCIAL CORP   2024-12-09 2025-01-10
c 5000. US TREASURY NOTE 2.625% 1/31/26   2020-02-28 2025-02-04
d 35000. US TREASURY NOTE 2.250% 11/15/25     2025-02-04
e 11. ALPHABET INC CL C   2012-06-07 2025-02-11
5. CRANE CO   2020-08-25 2025-02-11
10. PALANTIR TECHNOLOGIES INC   2023-07-11 2025-02-11
.5 MILLROSE PROPERTIES INC   2025-02-07 2025-03-07
11. CRANE NXT CO   2020-08-25 2025-03-27
13. ESAB CORP   2020-05-11 2025-03-27
7. JPMORGAN CHASE & CO   2009-07-08 2025-03-27
8. TESLA INC     2025-03-27
19. AMPHENOL CORP CL A   2020-03-03 2025-05-06
23. NVIDIA CORP   2025-03-27 2025-05-06
6. WESTLAKE CORP   2021-11-23 2025-05-06
20000. ABBVIE INC 3.600% 5/14/25   2020-08-04 2025-05-14
15000. GOLDMAN SACHS GROUP 3.750% 5/22/25   2020-02-28 2025-05-22
.173 CAPITAL ONE FINANCIAL CORP   2020-03-03 2025-05-29
8. BROADCOM INC     2025-06-20
2. ANSYS INC   2020-04-08 2025-07-18
3302.378 INV OPP DEVELOP MRKTS-R6 7038   2020-02-25 2025-07-23
15000. JPMORGAN CHASE & CO 2.950% 10/01/26     2025-07-25
7. BROADCOM INC   2024-07-24 2025-07-29
14. CITIGROUP INC.   2016-09-30 2025-07-29
7. CLOUDFLARE INC   2023-09-12 2025-07-29
.175 CHEVRON CORP   2020-03-03 2025-07-31
.68 SYNOPSYS INC COM   2020-03-03 2025-08-15
.6667 RALLIANT CORP   2023-08-23 2025-08-21
4. CATERPILLAR INC   2020-03-03 2025-09-05
29. FASTENAL CO   2020-04-08 2025-09-05
2. NETFLIX.COM INC   2020-03-03 2025-09-05
2. SPOTIFY TECHNOLOGY SA   2023-09-12 2025-09-05
35000. US TREASURY NOTE 2.625% 1/31/26     2025-10-16
40000. US TREASURY NOTE 2.125% 5/31/26     2025-10-16
3. DEERE & CO   2020-03-03 2025-10-28
8. MARATHON PETROLEUM CORP   2021-10-18 2025-10-28
2. MCKESSON CORP   2020-03-03 2025-10-28
6. CAPITAL ONE FINANCIAL CORP   2023-03-29 2025-12-09
20. CISCO SYSTEMS INC   2020-03-03 2025-12-09
9. LAM RESH CORP   2020-03-03 2025-12-09
24. WILLIAMS COS INC   2020-03-03 2025-12-09
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 635   633 2
b 1,111   1,251 -140
c 4,922   5,459 -537
d 34,460   37,304 -2,844
e 2,054   160 1,894
851   192 659
1,130   163 967
11   12 -1
576   218 358
1,522   443 1,079
1,739   228 1,511
2,216   2,287 -71
1,513   445 1,068
2,603   2,582 21
469   601 -132
20,000   22,474 -2,474
15,000   16,259 -1,259
33   15 18
1,985   1,689 296
792   488 304
144,215   140,395 3,820
14,776   15,725 -949
2,091   1,081 1,010
1,328   665 663
1,403   455 948
27   16 11
420   95 325
28   38 -10
1,683   500 1,183
1,381   471 910
2,481   742 1,739
1,423   310 1,113
34,874   36,754 -1,880
39,609   41,076 -1,467
1,409   475 934
1,538   531 1,007
1,616   296 1,320
1,392   567 825
1,596   803 793
1,484   262 1,222
1,486   354 1,132
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
      171,585
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       2
b       -140
c       -537
d       -2,844
e       1,894
      659
      967
      -1
      358
      1,079
      1,511
      -71
      1,068
      21
      -132
      -2,474
      -1,259
      18
      296
      304
      3,820
      -949
      1,010
      663
      948
      11
      325
      -10
      1,183
      910
      1,739
      1,113
      -1,880
      -1,467
      934
      1,007
      1,320
      825
      793
      1,222
      1,132
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 186,953
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 6,022
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 6,022
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 6,022
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,812
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 4,812
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 1,210
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)
TX
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 ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
MAC W CANNEDY JR ADVISORY BOARD MEMBR
10 		0    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC76301
BILL DANIEL ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC76301
TERRY PENCE ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC76301
BARRY PLAXCO ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
RHONDA POIROT ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
STEVE LYNN MCSPADDEN ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
CHRISTOPHER TRAVELSTEAD ADVISORY BOARD MEMBER
10 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		104,651    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
10,297,772
b
Average of monthly cash balances.......................
1b
356,720
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,654,492
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
10,654,492
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
159,817
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,494,675
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
524,734
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
524,734
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,022
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,022
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
518,712
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
518,712
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
518,712
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
496,999
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
496,999
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 7 518,712
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 468,893
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 496,999
a Applied to 2024, but not more than line 2a 468,893
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..... 28,106
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		490,606
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STACEY ASHTON
1525 WEST WT HARRIS BLVD MAC D1114-
CHARLOTTE,NC28288
(888) 730-4933
WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/CONLEY
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION AVAILABLE FROM WELLS FARGO
cAny submission deadlines:
ANNUALLY BY MAY 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE PURPOSE OF TEH GRANT MUST PREFERABLY SERVE A SUBSTANTIAL CONSTITUE EACH GRANT MUST BE USED TO RENDER SERVICES PRIMARILY FOR MEDICAL CARE, OF PERSONS AGE 18 OR YOUNGER FOR DIRECT CLIENT SERVICES.
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

TEXAS SCOTTISH RITE HOSPITAL FOR

2222 WELBORN ST
DALLAS,TX75219 		NONE   GENERAL OPERATING 80,500

ZAVALA HISPANIC CULTURAL INITIATIVE

719 SCOTT AVENUE
WICHITA FALLS,TX76301 		NONE   GENERAL OPERATING 12,500

NORTHWEST TX COUNCIL BOY SCOUTS OF AMER

3604 MAPLEWOOD AVENUE
WICHITA FALLS,TX76308 		NONE   GENERAL OPERATING 60,000

CHILD ADVOCATES CASA OF RED RIVER

808 AUSTIN STREET
WICHITA FALLS,TX76301 		NONE   GENERAL OPERATING 25,000

PETS LOW COST SPAY AND NEUTER CLINIC

POST OFFICE BOX 4669
WICHITA FALLS,TX76308 		NONE   GENERAL OPERATING 10,000

BIG BROTHERS BIG SISTERS LONE STAR

1526 WEEKS SUITE A
WICHITA FALLS,TX76302 		NONE   GENERAL OPERATING 4,000

CATHOLIC CHARITIES DIOCESE OF FORT WORTH

POST OFFICE BOX 15610
FORT WORTH,TX76119 		NONE   GENERAL OPERATING 10,000

NORTH TEXAS AREA UNITED WAY INC

3401-B ARMORY ROAD
WICHITA FALLS,TX76302 		NONE   GENERAL OPERATING 5,000

THE ARC OF TEXAS

3115 BUCHANAN
WICHITA FALLS,TX76308 		NONE   GENERAL OPERATING 15,000

BOYS CLUB OF BURKBURNETT

POST OFFICE BOX 2
BURKBURNETT,TX76354 		NONE   GENERAL OPERATING 60,000

INTERFAITH MINISTRIES OF WICHITA FALLS I

1101 11TH STREET
WICHITA FALLS,TX76301 		NONE   GENERAL OPERATING 10,000

WICHITA FALLS AREA FOOD BANK

1230 MIDWESTERN PARKWAY
WICHITA FALLS,TX76302 		NONE   GENERAL SUPPORT 25,000

CHRIST COUNSELING MINISTRY INC

1420 TWIN OAKS
WICHITA FALLS,TX76302 		NONE   GENERAL SUPPORT 5,000

ARTS COUNCIL WICHITA FALLS AREA INC

1300 LAMAR ST
WICHITA FALLS,TX763017031 		NONE   GENERAL OPERATING 5,000

RIVER BEND NATURE WORKS

POST OFFICE BOX 3674
WICHITA FALLS,TX76301 		NONE   GENERAL OPERATING 10,000

PATSY'S HOUSE CHILDREN'S ADVOCACY CETR I

1411 10TH STREET
WICHITA FALLS,TX763014402 		NONE   GENERAL OPERATING 10,000

WICHITA FALLS SYMPHONY ORCHESTRA INC

1300 LAMAR
WICHITA FALLS,TX76301 		NONE   GENERAL SUPPORT 6,000

FIRST BAPTIST CHURCH QUANAH TEXAS

601 SOUTH MAIN STREET
QUANAH,TX79252 		NONE   GENERAL OPERATING 85,000

SOUTHERN GRIT ADVOCACY

POST OFFICE BOX 4827
WICHITA FALLS,TX763080827 		NONE   GENERAL OPERATING 21,000

GENESIS WOMENS SHELTER & SUPPORT

2023 LUCAS DRIVE
DALLAS,TX75219 		NONE   GENERAL SUPPORT 10,000
Total ................................. 3a 469,000
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 ....     14 188,524  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 159,472  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 186,953  
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) ..   534,949  
13Total. Add line 12, columns (b), (d), and (e)..................
13
534,949
(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:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,786     1,786

TY 2025 InvestmentsCorpBondsSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Name of Bond End of Year Book Value End of Year Fair Market Value
961214DW0 WESTPAC BANKING CORP 14,464 14,881
14040HBN4 CAPITAL ONE FINANCIA 22,561 19,940
06051GGA1 BANK OF AMERICA CORP 16,015 14,861
00287YAQ2 ABBVIE INC    
912828M56 US TREASURY NOTE    
9128285M8 US TREASURY NOTE 43,997 39,553
254687FL5 WALT DISNEY COMPANY/ 15,089 14,025
29444UBL9 EQUINIX INC 18,572 18,971
9128286A3 US TREASURY NOTE    
9128286X3 US TREASURY NOTE    
9128283W8 US TREASURY NOTE 46,809 44,321
693475AZ8 PNC FINANCIAL SERVIC 11,118 9,411
20030NCT6 COMCAST CORP 30,865 25,135
25389JAR7 DIGITAL REALTY TRUST 21,558 19,892
46625HRV4 JPMORGAN CHASE & CO    
38148LAE6 GOLDMAN SACHS GROUP    
036752AB9 ANTHEM INC 10,925 9,952
9128286T2 US TREASURY NOTE 2.3 41,240 38,459
91282CBL4 US TREASURY NOTE 43,237 39,619
61746BEF9 MORGAN STANLEY 22,301 19,948
126650DM9 CVS HEALTH CORP 19,560 19,132
912828U24 US TREASURY NOTE 2.0 42,361 39,472
78016EZQ3 ROYAL BANK OF CANADA 15,030 14,873
110122DP0 BRISTOL-MYERS SQUIBB 14,822 14,321
907818FU7 UNION PACIFIC CORP 9,277 9,171
91282CDY4 US TREASURY NOTE 1.8 46,710 49,051
9128282R0 US TREASURY NOTE 32,081 34,319
023135CH7 AMAZON.COM INC 13,989 14,544
037833EV8 APPLE INC 15,008 15,196
91282CGQ8 US TREASURY NOTE 45,768 45,573
92343VGJ7 VERIZON COMMUNICATIO 11,699 12,785
00206RGQ9 AT&T INC 9,528 10,013
09247XAT8 BLACKROCK INC 9,759 10,231
256677AP0 DOLLAR GENERAL CORP 15,016 15,554
26441CBT1 DUKE ENERGY CORP 9,360 9,967
458140CA6 INTEL CORP 14,300 14,464
494553AE0 KINDER MORGAN INC 9,784 10,324
91282CFV8 US TREASURY NOTE 4.1 44,813 45,515
91282CJJ1 US TREASURY NOTE 35,932 36,139
91282CJZ5 US TREASURY NOTE 30,084 29,906
927804GP3 VIRGINIA ELEC & POWE 15,434 15,179
02005NBQ2 ALLY FINANCIAL INC 10,075 10,087
03027XCL2 AMERICAN TOWER CORP 10,298 10,240
04636NAL7 ASTRAZENECA FINANCE 10,139 10,267
373334KY6 GEORGIA POWER CO 14,765 15,240
46647PDY9 VR JPMORGAN CHASE & 16,240 16,469
59156RCE6 METLIFE INC 10,153 10,540
91282CGP0 US TREASURY NOTE 15,012 15,156
91282CLW9 US TREASURY NOTE 14,684 15,158
91282CNC1 US TREASURY NOTE 45,622 45,373

TY 2025 InvestmentsCorpStockSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Name of Stock End of Year Book Value End of Year Fair Market Value
00724F101 ADOBE INC 4,620 4,200
15135B101 CENTENE CORP DEL 1,022 782
075887109 BECTON DICKINSON & C 1,628 1,358
723484101 PINNACLE WEST CAP CO 520 621
571903202 MARRIOTT INTERNATION 499 1,861
00846U101 AGILENT TECHNOLOGIES 1,041 1,769
98389B100 XCEL ENERGY INC 908 1,108
882508104 TEXAS INSTRUMENTS IN 2,842 4,337
615369105 MOODYS CORP 1,265 2,554
89417E109 TRAVELERS COMPANIES 1,130 2,611
58933Y105 MERCK & CO INC NEW 5,087 7,158
969457100 WILLIAMS COS INC 451 1,803
617446448 MORGAN STANLEY 1,550 6,214
G0403H108 AON PLC 1,284 2,117
744320102 PRUDENTIAL FINL INC 1,055 1,580
125523100 CIGNA GROUP/THE 1,894 2,752
053332102 AUTOZONE INC 1,016 3,392
126650100 CVS HEALTH CORPORATI 1,904 2,698
57636Q104 MASTERCARD INC 6,467 12,559
45866F104 INTERCONTINENTAL EXC 1,397 2,429
036752103 ELEVANCE HEALTH INC 1,813 2,454
037833100 APPLE INC 3,992 102,219
844741108 SOUTHWEST AIRLINES C 1,168 1,240
907818108 UNION PACIFIC CORP 838 3,470
592688105 METTLER-TOLEDO INTL 711 1,394
252131107 DEXCOM INC 812 796
30040W108 EVERSOURCE ENERGY CO 1,103 1,279
052769106 AUTODESK INC 1,084 1,776
743315103 PROGRESSIVE CORP OHI 1,158 3,416
458140100 INTEL CORP 6,581 4,354
693475105 PNC FINANCIAL SERVIC 1,509 2,505
020002101 ALLSTATE CORP 1,094 2,082
023135106 AMAZON COM INC COM 24,540 54,935
761152107 RESMED INC 1,154 1,686
30161N101 EXELON CORPORATION 817 1,133
30303M102 META PLATFORMS INC 11,399 36,305
595112103 MICRON TECHNOLOGY IN 1,605 8,848
704326107 PAYCHEX INC 1,032 1,458
25746U109 DOMINION ENERGY INC 1,848 1,289
20030N101 COMCAST CORP CLASS A 5,111 3,676
92826C839 VISA INC-CLASS A SHR 7,819 14,730
852234103 BLOCK INC 994 1,107
369550108 GENERAL DYNAMICS COR 1,130 2,357
74144T108 T ROWE PRICE GROUP I 1,103 921
988498101 YUM BRANDS INC 1,086 1,815
20825C104 CONOCOPHILLIPS 2,960 3,557
291011104 EMERSON ELECTRIC CO 1,086 2,256
842587107 SOUTHERN CO 1,807 2,442
09062X103 BIOGEN INC 1,577 880
98138H101 WORKDAY INC 1,158 1,503
872590104 T-MOBILE US INC 1,078 2,436
579780206 MCCORMICK & CO INC N 1,041 954
35671D857 FREEPORT-MCMORAN INC 1,521 2,895
871607107 SYNOPSYS INC COM 858 1,879
018802108 ALLIANT ENERGY CORPO 565 780
64110L106 NETFLIX INC 3,709 9,376
713448108 PEPSICO INC 5,179 5,454
70450Y103 PAYPAL HOLDINGS INC 3,514 1,868
911312106 UNITED PARCEL SERVIC 2,044 1,984
59156R108 METLIFE INC 1,023 1,895
084670702 BERKSHIRE HATHAWAY I 9,090 23,122
26441C204 DUKE ENERGY HOLDING 1,913 2,344
501044101 KROGER CO 466 1,000
665859104 NORTHERN TRUST CORP 1,002 1,639
718172109 PHILIP MORRIS INTERN 3,608 6,897
311900104 FASTENAL CO 471 1,164
92345Y106 VERISK ANALYTICS INC 1,129 1,566
532457108 ELI LILLY & CO COM 2,728 22,568
233331107 DTE ENERGY CO COM 966 1,290
776696106 ROPER TECHNOLOGIES I 1,060 1,335
91324P102 UNITEDHEALTH GROUP I 581 7,923
88579Y101 3M CO 1,969 2,562
032654105 ANALOG DEVICES INC 1,629 3,526
097023105 BOEING CO 4,222 3,257
101137107 BOSTON SCIENTIFIC CO 1,408 3,623
46266C105 IQVIA HOLDINGS INC 1,121 1,803
452308109 ILLINOIS TOOL WORKS 1,350 1,970
701094104 PARKER HANNIFIN CORP 565 2,637
931142103 WALMART INC 4,177 12,367
02209S103 ALTRIA GROUP INC 2,182 2,998
37045V100 GENERAL MOTORS CO 1,058 3,090
G29183103 EATON CORP PLC 1,034 3,504
26614N102 DUPONT DE NEMOURS IN 435 965
674599105 OCCIDENTAL PETE CORP 229 699
H1467J104 CHUBB LTD 1,760 3,745
459200101 INTERNATIONAL BUSINE 2,950 7,109
548661107 LOWES COS INC 1,837 4,100
693506107 PPG INDUSTRIES INC 1,040 1,025
G1151C101 ACCENTURE PLC 3,106 4,561
31428X106 FEDEX CORPORATION 1,071 2,311
030420103 AMERICAN WATER WORKS 1,191 1,175
94106L109 WASTE MANAGEMENT INC 1,246 2,417
025537101 AMERICAN ELECTRIC PO 1,239 1,845
620076307 MOTOROLA SOLUTIONS, 1,213 2,683
824348106 SHERWIN WILLIAMS CO 1,074 1,944
902973304 US BANCORP 1,803 2,081
65339F101 NEXTERA ENERGY INC 3,464 4,175
871829107 SYSCO CORP 1,094 1,179
30231G102 EXXON MOBIL CORPORAT 6,355 13,959
816851109 SEMPRA ENERGY 945 1,413
02079K107 ALPHABET INC CL C 1,726 37,342
G8994E103 TRANE TECHNOLOGIES P 529 2,335
370334104 GENERAL MILLS INC 1,085 977
375558103 GILEAD SCIENCES INC 2,385 4,050
G5960L103 MEDTRONIC PLC 3,695 3,554
45168D104 IDEXX CORP 750 2,030
502431109 L3HARRIS TECHNOLOGIE 1,192 1,761
46625H100 JPMORGAN CHASE & CO 2,181 21,589
12572Q105 CME GROUP INC 2,133 2,731
81762P102 SERVICENOW INC 1,643 3,830
29364G103 ENTERGY CORP NEW COM 948 2,033
580135101 MCDONALDS CORP 3,974 6,113
609207105 MONDELEZ INTERNATION 2,069 2,369
172908105 CINTAS CORP 552 1,505
189054109 CLOROX CO 1,089 605
437076102 HOME DEPOT INC 6,115 9,291
717081103 PFIZER INC 4,865 3,735
060505104 BANK OF AMERICA CORP 5,295 10,450
78409V104 S&P GLOBAL INC 2,695 5,226
14040H105 CAPITAL ONE FINANCIA 1,409 3,878
337738108 FISERV INC 1,640 1,008
244199105 DEERE & CO 951 2,793
026874784 AMERICAN INTERNATION 1,068 2,738
G96629103 WILLIS TOWERS WATSON 1,179 1,972
654106103 NIKE INC CL B 2,047 2,294
666807102 NORTHROP GRUMMAN COR 1,327 2,281
053015103 AUTOMATIC DATA PROCE 1,885 3,087
98978V103 ZOETIS INC 1,768 1,636
09857L108 BOOKING HOLDINGS INC 1,667 5,355
194162103 COLGATE PALMOLIVE CO 1,660 1,817
278865100 ECOLAB INC 1,355 1,838
744573106 PUBLIC SVC ENTERPRIS 985 1,606
478160104 JOHNSON & JOHNSON 8,169 12,624
166764100 CHEVRON CORP 4,903 8,078
038222105 APPLIED MATERIALS IN 1,284 5,654
247361702 DELTA AIR LINES INC 1,146 2,568
16119P108 CHARTER COMMUNICATIO 1,983 835
539830109 LOCKHEED MARTIN CORP 2,662 3,386
67103H107 O'REILLY AUTOMOTIVE 735 2,736
17275R102 CISCO SYSTEMS INC 3,896 7,472
127387108 CADENCE DESIGN SYSTE 570 2,501
38141G104 GOLDMAN SACHS GROUP 1,827 7,911
87612E106 TARGET CORP 1,364 1,271
110122108 BRISTOL MYERS SQUIBB 3,835 3,506
855244109 STARBUCKS CORP COM 2,528 2,695
92532F100 VERTEX PHARMACEUTICA 1,281 2,720
22160K105 COSTCO WHOLESALE COR 3,652 10,348
90353T100 UBER TECHNOLOGIES IN 1,381 3,840
92343V104 VERIZON COMMUNICATIO 6,192 4,521
21036P108 CONSTELLATION BRANDS 1,064 828
92939U106 WEC ENERGY GROUP INC 1,083 1,160
03662Q105 ANSYS INC    
00287Y109 ABBVIE INC 4,231 10,282
002824100 ABBOTT LABS 3,673 5,889
651639106 NEWMONT CORP 1,133 2,297
92343E102 VERISIGN INC COM 967 1,215
149123101 CATERPILLAR INC 1,374 6,302
482480100 KLA CORP 612 4,860
893641100 TRANSDIGM GROUP INC 932 2,660
126408103 CSX CORP 1,524 2,393
277432100 EASTMAN CHEM CO COM 1,164 957
009158106 AIR PRODS & CHEMS IN 1,358 1,482
461202103 INTUIT COM 2,423 4,637
742718109 PROCTER & GAMBLE CO 7,224 8,742
191216100 COCA COLA CO 5,623 6,711
75886F107 REGENERON PHARMACEUT 1,355 2,316
760759100 REPUBLIC SERVICES IN 537 1,484
192446102 COGNIZANT TECH SOLUT 1,070 1,494
88160R101 TESLA INC 6,455 31,930
697435105 PALO ALTO NETWORKS I 472 2,947
02079K305 ALPHABET INC CL A 10,267 48,202
031162100 AMGEN INC 3,276 5,237
747525103 QUALCOMM INC 2,442 5,303
278642103 EBAY INC 1,094 2,613
808513105 SCHWAB CHARLES CORP 1,229 3,197
79466L302 SALESFORCE INC 4,068 6,358
857477103 STATE STREET CORP 1,050 2,064
11135F101 BROADCOM INC 7,033 38,763
40412C101 HCA HOLDINGS INC 724 3,268
260557103 DOW INC 1,044 608
285512109 ELECTRONIC ARTS INC 1,092 2,043
444859102 HUMANA INC 1,307 1,025
68389X105 ORACLE CORPORATION 2,050 8,186
872540109 TJX COMPANIES INC 1,991 5,069
172967424 CITIGROUP INC. 2,375 5,835
89832Q109 TRUIST FINANCIAL COR 1,683 1,772
231021106 CUMMINS INC. 1,076 3,573
75513E101 RTX CORP 3,093 7,336
571748102 MARSH & MCLENNAN COS 1,480 2,597
863667101 STRYKER CORP 1,690 3,163
254687106 WALT DISNEY CO 5,818 5,689
345370860 FORD MOTOR COMPANY 767 1,522
773903109 ROCKWELL AUTOMATION 1,119 2,334
28176E108 EDWARDS LIFESCIENCES 1,244 1,535
594918104 MICROSOFT CORP 6,085 89,953
67066G104 NVIDIA CORP 5,756 108,543
22160N109 COSTAR GROUP, INC 1,384 1,345
064058100 BANK NEW YORK MELLON 1,001 3,018
550021109 LULULEMON ATHLETICA 1,140 1,039
655844108 NORFOLK SOUTHERN COR 1,240 2,021
883556102 THERMO FISHER SCIENT 3,422 6,374
00206R102 AT & T INC 3,907 4,248
039483102 ARCHER DANIELS MIDLA 728 1,150
235851102 DANAHER CORP 2,349 4,121
438516106 HONEYWELL INTERNATIO 3,038 3,902
922475108 VEEVA SYSTEMS INC 946 1,339
61174X109 MONSTER BEVERAGE COR 1,081 2,607
025816109 AMERICAN EXPRESS CO 2,708 5,549
007903107 ADVANCED MICRO DEVIC 1,821 8,352
55354G100 MSCI INC 923 1,721
494368103 KIMBERLY CLARK CORP 937 807
595017104 MICROCHIP TECHNOLOGY 1,091 1,529
693718108 PACCAR INC 1,088 2,628
58155Q103 MCKESSON CORP 444 2,461
032095101 AMPHENOL CORP CL A 679 3,919
46120E602 INTUITIVE SURGICAL I 1,654 5,097
169656105 CHIPOTLE MEXICAN GRI 1,860 1,850
26875P101 EOG RESOURCES, INC 1,553 1,680
22788C105 CROWDSTRIKE HOLDINGS 889 2,344
14448C104 CARRIER GLOBAL CORP 881 1,110
09260D107 BLACKSTONE INC 1,733 2,466
369604301 GENERAL ELECTRIC CO 1,629 9,241
G51502105 JOHNSON CONTROLS INT 961 2,036
87612G101 TARGA RESOURCES CORP 532 2,214
573874104 MARVELL TECHNOLOGY I 742 2,549
960413102 WESTLAKE CORP    
833445109 SNOWFLAKE INC 952 1,097
125269100 CF INDS HLDGS INC 1,105 1,315
670346105 NUCOR CORP 1,204 1,631
778296103 ROSS STORES INC 934 1,441
91913Y100 VALERO ENERGY CORP 580 1,465
40434L105 HP INC 1,108 668
302520101 FNB CORP PA COM 998 1,368
001055102 AFLAC INC 1,027 2,095
406216101 HALLIBURTON CO 612 876
806857108 SLB LTD 1,057 1,420
25179M103 DEVON ENERGY CORPORA 580 733
23345M107 DT MIDSTREAM INC 176 598
88339J105 TRADE DESK INC/THE 915 531
74251V102 PRINCIPAL FINANCIAL 1,078 1,500
56585A102 MARATHON PETROLEUM C 531 1,301
955306105 WEST PHARMACEUTICAL 897 825
224441105 CRANE NXT CO    
718546104 PHILLIPS 66 909 1,419
49271V100 KEURIG DR PEPPER INC 878 672
209115104 CONSOLIDATED EDISON 927 993
34959E109 FORTINET INC 1,277 1,588
009066101 AIRBNB INC 998 1,357
69331C108 PG&E CORP COM 759 868
22052L104 CORTEVA INC 915 1,140
02043Q107 ALNYLAM PHARMACEUTIC 850 1,193
G02602103 AMDOCS LIMITED COM 933 886
43300A203 HILTON WORLDWIDE HOL 944 2,011
038336103 APTARGROUP INC COM 850 976
363576109 GALLAGHER ARTHUR J & 995 1,553
682189105 ON SEMICONDUCTOR COR 1,053 921
125896100 CMS ENERGY CORP 849 909
049468101 ATLASSIAN CORP PLC 532 649
31620M106 FIDELITY NATL INFORM 945 1,063
21037T109 CONSTELLATION ENERGY 318 2,826
934423104 WARNER BROS DISCOVER 886 2,392
29605J106 ESAB CORP 34 112
427866108 THE HERSHEY COMPANY 1,083 910
16411R208 CHENIERE ENERGY INC 1,022 1,166
60855R100 MOLINA HEALTHCARE IN 1,033 521
194014502 ENOVIS CORP    
68902V107 OTIS WORLDWIDE CORP 923 1,136
49456B101 KINDER MORGAN INC/DE 788 1,237
780287108 ROYAL GOLD INC 930 2,001
679580100 OLD DOMINION FREIGHT 1,073 1,254
37940X102 GLOBAL PMTS INC W/I 1,153 619
16359R103 CHEMED CORP NEW 943 856
682680103 ONEOK INC COM 767 956
03073E105 CENCORA INC 949 2,027
03076C106 AMERIPRISE FINL INC 1,018 1,471
031100100 AMETEK INC COM 849 1,232
03769M106 APOLLO GLOBAL MANAGE 857 1,737
05722G100 BAKER HUGHES CO 952 1,275
12504L109 CBRE GROUP INC 829 1,608
12514G108 CDW CORP/DE 812 545
171340102 CHURCH & DWIGHT INC 832 755
18915M107 CLOUDFLARE INC 520 1,577
217204106 COPART INC COM 883 940
224408104 CRANE CO 230 1,107
23331A109 D R HORTON INC COM 862 1,296
23804L103 DATADOG INC 921 1,224
25278X109 DIAMONDBACK ENERGY I 886 902
254709108 DISCOVER FINANCIAL S    
25809K105 DOORDASH INC 857 2,491
281020107 EDISON INTL COM 835 720
294429105 EQUIFAX INC 988 1,085
30212P303 EXPEDIA INC 980 2,550
34959J108 FORTIVE CORP 640 607
36266G107 GE HEALTHCARE TECHNO 539 820
366651107 GARTNER INC 947 757
384802104 GRAINGER W W INC 1,349 2,018
42809H107 HESS CORP    
443573100 HUBSPOT INC 1,031 803
45687V106 INGERSOLL-RAND INC 882 1,030
48251W104 KKR & CO INC -A 834 1,912
49177J102 KENVUE INC 837 725
49338L103 KEYSIGHT TECHNOLOGIE 936 1,219
517834107 LAS VEGAS SANDS CORP 931 1,237
526057104 LENNAR CORPORATION C 919 925
573284106 MARTIN MARIETTA MATL 1,342 1,868
65249B109 NEWS CORP/NEW 923 1,149
69608A108 PALANTIR TECHNOLOGIE 799 8,710
74762E102 QUANTA SVCS INC COM 997 2,110
806407102 SCHEIN HENRY INC 809 756
874054109 TAKE-TWO INTERACTIVE 864 1,536
879360105 TELEDYNE TECHNOLOGIE 859 1,021
892356106 TRACTOR SUPPLY CO CO 916 1,000
90384S303 ULTA BEAUTY INC 859 1,210
911363109 UNITED RENTAL INC CO 889 1,619
92338C103 VERALTO CORP 310 599
929160109 VULCAN MATERIALS COM 1,110 1,426
98419M100 XYLEM INC/NY 1,009 1,226
98956P102 ZIMMER BIOMET HOLDIN 883 629
98980L101 ZOOM COMMUNICATIONS 917 1,122
G0450A105 ARCH CAPITAL GROUP L 831 1,055
G54950103 NEW LINDE PLC 3,423 5,117
H11356104 BUNGE GLOBAL SA 911 802
L8681T102 SPOTIFY TECHNOLOGY S 621 2,323
N53745100 LYONDELLBASELL INDU- 873 390
V7780T103 ROYAL CARRIBEAN CRUI 925 2,510
03743Q108 APA CORP 1,135 978
03831W108 APPLOVIN CORP 735 3,369
040413205 ARISTA NETWORKS INC 951 3,669
05464C101 AXON ENTERPRISE INC 1,290 1,136
06417N103 BANK OZK 1,094 1,151
09290D101 BLACKROCK INC 1,245 4,281
143130102 CARMAX INC 919 502
174610105 CITIZENS FINANCIAL G 986 1,577
24703L202 DELL TECHNOLOGIES -C 1,357 1,259
27579R104 EAST WEST BANCORP IN 1,200 1,911
29670G102 ESSENTIAL UTILITIES 1,217 1,266
31488V107 FERGUSON ENTERPRISES 940 1,336
31620R303 FNF GROUP 1,292 1,146
316773100 FIFTH THIRD BANCORP 861 1,217
336433107 FIRST SOLAR INC 1,049 1,045
36828A101 GE VERNOVA INC 386 4,575
443201108 HOWMET AEROSPACE INC 1,256 2,255
446150104 HUNTINGTON BANCSHARE 1,231 1,718
512807306 LAM RESH CORP 903 5,307
594972408 STRATEGY INC 1,347 608
7591EP100 REGIONS FINL CORP NE 1,137 1,626
87161C501 SYNOVUS FINANCIAL CO 1,152 1,552
87240R107 TFS FINANCIAL CORP    
92537N108 VERTIV HOLDINGS LLC 1,068 1,782
92840M102 VISTRA CORP 742 968
G25508105 CRH PLC 1,372 2,122
14149Y108 CARDINAL HEALTH INC 1,594 1,644
146869102 CARVANA CO 1,452 1,688
19260Q107 COINBASE GLOBAL INC 1,855 1,131
219350105 CORNING INC 1,345 1,664
29084Q100 EMCOR GROUP INC COM 1,235 1,224
30190A104 F&G ANNUITIES & LIFE   39
74743L100 QNITY ELECTRONICS IN 622 980
750940108 RALLIANT CORP 171 153
770700102 ROBINHOOD MARKETS IN 1,080 2,262
771049103 ROBLOX CORP 1,223 972
83443Q103 SOLSTICE ADVANCED MA 188 243
958102105 WESTERN DIGITAL CORP 1,524 1,550
G0378L100 ANGLOGOLD ASHANTI PL 1,455 1,876
G3643J108 FLUTTER ENTERTAINMEN 1,513 1,075
G6683N103 NU HOLDINGS LTD/CAYM 1,111 1,339
H2906T109 GARMIN LTD 1,477 1,217

TY 2025 InvestmentsOtherSchedule2
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MIT078838 NE/4 SEC 106 BLK H A AT COST 2,448 1
MIT078895 HILL COUNTY, TEXAS 1 AT COST 403 1
MIT035754 SEC 81 BLK H C G CON AT COST 81,480 406,950
MIT078788 160ACS SEC 241 BLK H AT COST 2,000 1
MIT078804 N 217AC W/2 SEC 52 B AT COST 2,713 1
MIT078820 NW/4 SEC 89 BLK H A- AT COST 2,000 1
MIT035762 SEC 90 BLK H C G CON AT COST 6,491 62,670
MIT035770 SEC 90 BLK H C G CON AT COST 2,642 48,888
MIT035788 SEC 89 BLK H C G CON AT COST 3,092 32,490
MIT078879 NW/4 SEC 357 BLK H AT COST 375 1
MIT078887 N/2 SEC 88 BLK H A-8 AT COST 4,425 1
RET002923 3879.5 AC W&NWRY SUR AT COST 147,346 3,775,000
MIT078796 38.1ACS SEC 241 BLK AT COST 238 1
MIT078846 SE/4 SE/4 SEC 106 BL AT COST 4,896 1
MIT078853 SEC 107 BLK H AT COST 8,000 1
MIT078861 E/2 SEC 206 BLK H AT COST 4,525 1
MIT035747 SEC 136 BLK H A-798 AT COST 7,119 138,522
MI0350014 320 AC, W/2 SEC 83, AT COST 1 1
925652109 VICI PROPERTIES INC AT COST 877 759
22822V101 CROWN CASTLE INC AT COST 1,625 978
78410G104 SBA COMMUNICATIONS C AT COST 1,143 774
476313408 JENSEN QUALITY GROWT AT COST 454,999 403,603
03027X100 AMERICAN TOWER CORP AT COST 2,922 2,107
253868103 DIGITAL RLTY TR INC AT COST 1,147 1,392
74460D109 PUBLIC STORAGE INC C AT COST 1,087 1,298
46432F339 ISHARES MSCI USA QUA AT COST 298,025 605,990
828806109 SIMON PROPERTY GROUP AT COST 1,259 2,036
46090F100 INVESCO OPTIMUM YIEL AT COST 198,889 188,150
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 200,000 180,633
77956H435 T ROWE PR OVERSEAS S AT COST 176,155 274,540
693390700 PIMCO TOTAL RET FD-I AT COST 732,905 626,486
464287655 ISHARES RUSSELL 2000 AT COST 141,928 230,160
29444U700 EQUINIX INC AT COST 1,223 1,532
922908629 VANGUARD MIDCAP VIPE AT COST 91,106 130,889
381430503 GOLDMAN ACTIVEBETA U AT COST 235,185 487,651
74340W103 PROLOGIS INC AT COST 1,783 2,553
89155T490 TOUCHSTONE MID CAP-R AT COST 198,866 332,330
872365713 TCW EMRG MRKTS INC-P AT COST 284,185 240,434
95040Q104 WELLTOWER INC AT COST 2,278 3,341
89609H704 TRIBUTARY SMALL CO-I AT COST 154,772 157,233
BIT990000 BLACKSTONE REAL ESTA AT COST 310,000 380,493
00143W859 INV OPP DEVELOP MRKT      
PFX990006 PIMCO FLEXIBLE CREDI AT COST 185,000 171,270
46187W107 INVITATION HOMES INC AT COST 905 778
962166104 WEYERHAEUSER CO AT COST 839 687
49446R109 KIMCO REALTY CORP AT COST 1,073 1,095
601137102 MILLROSE PROPERTIES AT COST 94 119
756109104 REALTY INCOME CORP C AT COST 1,316 1,297

TY 2025 OtherDecreasesSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Description Amount
CY PURCHASE OF ACCRUED INTEREST 107
ROC ON CY SALES 7
PY RETURN OF CAPITAL ADJUSTMENT 6,435
COST BASIS ADJUSTMENT 1,592


TY 2025 OtherExpensesSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RENT AND ROYALTY EXPENSES 4,602 4,602   0
FILING FEE/STATE TAX 50 0   50
OMG MINERAL INTEREST - PRODUCT 5,411 5,411   0
OMG MINERAL INTEREST - AD VALO 6,706 6,706   0
MINERAL INTEREST - FEES 9,501 9,501   0
OMG OTHER ROYALTY EXPENSES 6 6   0


TY 2025 OtherIncreasesSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Description Amount
MUTUAL FUND TIMING ADJ 15,446
PY PURCHASE OF ACCRUED INTEREST 346


TY 2025 TaxesSchedule
Name:
GENE CONLEY FOUNDATION
EIN:
75-2224430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 455 455   0
FEDERAL ESTIMATES - PRINCIPAL 4,011 0   0
FOREIGN TAXES ON NONQUALIFIED 68 68   0