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
POTT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 64193
  Room/suite
City or town
EAGAN
State or province
MN
Country  
ZIP or foreign postal code
55164
A Employer identification number

43-6041541
B Telephone number (see instructions)

8882657962
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)$32,153,652J 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... 763,687 753,691  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,339,748
b Gross sales price for all assets on line 6a 9,808,501
7 Capital gain net income (from Part IV, line 2)... 1,339,748
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
582 582  
12 Total. Add lines 1 through 11........ 2,104,017 2,094,021  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 155,568 140,011   15,557
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
15,510 0 0 15,510
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,714 18,714   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,699 31,648   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
7,056 7,045   11
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 255,547 197,418 0 31,078
25 Contributions, gifts, grants paid....... 1,410,000 1,410,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,665,547 197,418 0 1,441,078
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 438,470
b Net investment income (if negative, enter -0-) 1,896,603
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 915,309 422,482 422,482
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)....... 12,906,278 Click to see attachment
List of Attached Documents:
// Content
12,868,230 		17,669,543
c Investments—corporate bonds (attach schedule)....... 425,250 Click to see attachment
List of Attached Documents:
// Content
425,250 		418,092
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,284,812 Click to see attachment
List of Attached Documents:
// Content
13,243,443 		13,626,371
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
13,861 		Click to see attachment
List of Attached Documents:
// Content
17,164 		Click to see attachment
List of Attached Documents:
// Content
17,164
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,545,510 26,976,569 32,153,652
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........ 26,545,510 26,976,569
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)..... 26,545,510 26,976,569
30 Total liabilities and net assets/fund balances (see instructions). 26,545,510 26,976,569
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
26,545,510
2
Enter amount from Part I, line 27a .....................
2
438,470
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
26,983,980
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7,411
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
26,976,569
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 33. ALIBABA GROUP HLDG LTD A D R   2024-10-01 2025-01-03
b 11. B H P BILLITON LIMITED A D R   2024-01-09 2025-01-03
c 69. B H P BILLITON LIMITED A D R   2022-10-24 2025-01-03
d 34. CANON INC SPONS A D R   2022-05-25 2025-01-03
e 246. GENMAB A S SP A D R   2024-03-06 2025-01-03
70. HITACHI LTD A D R   2022-05-25 2025-01-03
6. JD COM INC A D R   2024-08-02 2025-01-03
385. NATWEST GROUP PLC SPONS A D R   2024-08-16 2025-01-03
83. RELX PLC SPON A D R   2024-09-03 2025-01-03
100. SANOFI A D R   2024-09-03 2025-01-03
76. SAP SE SPON ADR A D R   2024-11-14 2025-01-03
63. SAP SE SPON ADR A D R   2023-10-23 2025-01-03
926. TAKEDA PHARMACEUTICAL SP A D R   2024-10-28 2025-01-03
359. TIM S A SPNDR A D R   2024-10-28 2025-01-03
251. TORM PLC SHS CL A   2024-07-02 2025-01-03
34. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-01-03
.4 UNI CHARM CORPORATION A D R   2020-01-09 2025-01-07
1. CITIBANK ADR FX   1911-11-11 2025-01-09
126. BILIBILI INC A D R   2024-12-04 2025-01-22
126. CANON INC SPONS A D R   2022-05-25 2025-01-22
35. EXPERIAN GROUP LTD A D R   2024-04-01 2025-01-22
113. EXPERIAN GROUP LTD A D R   2023-12-07 2025-01-22
349. GENMAB A S SP A D R   2024-08-02 2025-01-22
146. HITACHI LTD A D R   2022-05-25 2025-01-22
129. INDITEX UNSPON A D R   2023-12-07 2025-01-22
328. JD COM INC A D R   2024-08-02 2025-01-22
621. NATWEST GROUP PLC SPONS A D R   2024-09-17 2025-01-22
3. NICE SYS LTD SPONSORED A D R   2024-08-02 2025-01-22
40.00026 NICE SYS LTD SPONSORED A D R   2023-05-21 2025-01-22
7.99974 NICE SYS LTD SPONSORED A D R   2023-05-21 2025-01-22
407. NOMURA HOLDINGS INC A D R   2024-08-16 2025-01-22
23. RELX PLC SPON A D R   2023-11-20 2025-01-22
9. SAP SE SPON ADR A D R   2024-11-14 2025-01-22
424. TIM S A SPNDR A D R   2024-06-17 2025-01-22
7. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-01-22
32. MONDAY COM LTD   2024-08-16 2025-01-22
1. GRUPO TELEVISA SA SPON A D R   1911-11-11 2025-02-03
137. ABB LTD A D R   2023-05-10 2025-02-04
28. CANON INC SPONS A D R   2022-05-25 2025-02-04
2580. CEMIG SA A D R   2023-09-08 2025-02-04
3874. ERICSSON LM TEL SP A D R   2024-10-28 2025-02-04
42. HITACHI LTD A D R   2022-05-25 2025-02-04
347. KT CORP SP A D R   2023-09-08 2025-02-04
59. MITSUBISHI ELECTRIC UNSP A D R   2022-05-25 2025-02-04
788. NOMURA HOLDINGS INC A D R   2024-05-14 2025-02-04
8. SEA LTD ADR   2024-12-04 2025-02-04
850.99328 VODAFONE GROUP PLC A D R   2025-01-03 2025-02-04
627.00672 VODAFONE GROUP PLC A D R   2024-12-04 2025-02-04
7. SPOTIFY TECHNOLOGY S A   2023-11-02 2025-02-04
65. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-02-04
4227. AMBEV SA SPN A D R   2024-08-19 2025-02-14
8692. AMBEV SA SPN A D R   2018-08-20 2025-02-14
750. ENN ENERGY HOLDINGS LTD A D R   2024-04-12 2025-02-14
34. ABB LTD A D R   2023-05-10 2025-02-20
262. ALIBABA GROUP HLDG LTD A D R   2024-09-01 2025-02-20
143. AXA SPONS A D R   2024-09-17 2025-02-20
38. CANON INC SPONS A D R   2022-05-25 2025-02-20
58. ERICSSON LM TEL SP A D R   2024-10-28 2025-02-20
17. FUTU HOLDINGS LTD A D R   2024-10-15 2025-02-20
152. INDITEX UNSPON A D R   2023-11-20 2025-02-20
137. NOMURA HOLDINGS INC A D R   2024-05-14 2025-02-20
62. RELX PLC SPON A D R   2024-02-05 2025-02-20
7. SEA LTD ADR   2024-12-04 2025-02-20
627. VODAFONE GROUP PLC A D R   2024-11-21 2025-02-20
44. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-02-20
374. ABBOTT LABORATORIES   2021-12-07 2025-03-04
352. ABBVIE INC   2022-07-14 2025-03-04
164. CME GROUP INC   2021-12-07 2025-03-04
672. GILEAD SCIENCES INC   2020-12-16 2025-03-04
417. STARBUCKS CORP COM   2021-12-07 2025-03-04
71. ABB LTD A D R   2023-05-10 2025-03-06
175. AIA GROUP LTD ADR   2024-12-04 2025-03-06
109. BAIDU COM INC A D R   2025-02-20 2025-03-06
25. CANON INC SPONS A D R   2022-05-25 2025-03-06
246. EQUINOR ASA SPON ADR   2025-02-04 2025-03-06
66. FUTU HOLDINGS LTD A D R   2024-10-15 2025-03-06
186. GENMAB A S SP A D R   2024-06-17 2025-03-06
467. GENMAB A S SP A D R   2022-08-17 2025-03-06
111. HITACHI LTD A D R   2022-05-25 2025-03-06
312. JD COM INC A D R   2024-08-02 2025-03-06
947. MELCO CROWN ENTERTAINMENT LMTD A D R   2025-02-04 2025-03-06
55. MITSUBISHI ELECTRIC UNSP A D R   2022-05-25 2025-03-06
747. NOMURA HOLDINGS INC A D R   2024-05-14 2025-03-06
188. NOVARTIS AG A D R   2024-09-03 2025-03-06
34. ORIX CORP SPONS A D R   2024-11-14 2025-03-06
94. RELX PLC SPON A D R   2025-02-04 2025-03-06
121. RELX PLC SPON A D R   2024-02-05 2025-03-06
129. SUMITOMO MITSUI FINL GROUP A D R   2025-02-04 2025-03-06
222. SUMITOMO MITSUI FINL GROUP A D R   2025-02-20 2025-03-06
155. GLOBAL E ONLINE LTD SHS   2025-02-04 2025-03-06
2692. BANCO BILBAO VIZCAYA ARGEN A D R   2016-10-21 2025-03-19
2295. INFINEON TECHNOLOGIES A D R   2019-01-03 2025-03-19
61. BAIDU COM INC A D R   2025-02-20 2025-03-20
33. FUJITSU LTD UNSPON A D R   2023-12-07 2025-03-20
54. INDITEX UNSPON A D R   2024-02-21 2025-03-20
17. MITSUBISHI ELECTRIC UNSP A D R   2022-05-25 2025-03-20
388. NATWEST GROUP PLC SPONS A D R   2024-09-17 2025-03-20
103. NOVARTIS AG A D R   2024-08-02 2025-03-20
263. NOVARTIS AG A D R   2024-08-18 2025-03-20
48. NOVARTIS AG A D R   2023-07-12 2025-03-20
104. ORIX CORP SPONS A D R   2024-11-14 2025-03-20
312. RELX PLC SPON A D R   2023-11-02 2025-03-20
137. TRIP COM GROUP LTD A D R   2024-12-04 2025-03-20
1. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-03-20
39. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-03-20
93. ABB LTD A D R   2024-05-14 2025-04-03
204. CANON INC SPONS A D R   2022-05-25 2025-04-03
53. EXPERIAN GROUP LTD A D R   2024-03-06 2025-04-03
276. GENMAB A S SP A D R   2022-05-25 2025-04-03
138. HITACHI LTD A D R   2022-05-25 2025-04-03
379. INDITEX UNSPON A D R   2023-06-26 2025-04-03
163. MITSUBISHI ELECTRIC UNSP A D R   2022-05-25 2025-04-03
511. NATWEST GROUP PLC SPONS A D R   2024-09-03 2025-04-03
57. NETEASE INC A D R   2025-03-06 2025-04-03
304. RELX PLC SPON A D R   2023-10-23 2025-04-03
37.00028 SAP SE SPON ADR A D R   2025-03-06 2025-04-03
14.99972 SAP SE SPON ADR A D R   2025-03-06 2025-04-03
7979. GRAB HOLDINGS LIMITED CLASS A   2024-11-14 2025-04-03
1. SPOTIFY TECHNOLOGY S A   2025-03-06 2025-04-03
1. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-04-03
19. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-04-03
4. CYBER ARK SOFTWARE LTD   2025-02-04 2025-04-03
15. CYBER ARK SOFTWARE LTD   2024-02-21 2025-04-03
12. DBS GROUP HLDGS LTD SPON A D R   2025-02-20 2025-04-17
46. EQUINOR ASA SPON ADR   2025-03-04 2025-04-17
223. EQUINOR ASA SPON ADR   2025-02-18 2025-04-17
80. HITACHI LTD A D R   2022-05-25 2025-04-17
34. INDITEX UNSPON A D R   2023-10-23 2025-04-17
207.01244 KT CORP SP A D R   2025-03-20 2025-04-17
69.98756 KT CORP SP A D R   2025-03-20 2025-04-17
11. NICE SYS LTD SPONSORED A D R   2023-06-03 2025-04-17
161. NOVARTIS AG A D R   2024-09-17 2025-04-17
294. SHELL PLC SPON A D R   2025-03-20 2025-04-17
57. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-04-17
297. COSTAMARE INC   2024-07-02 2025-04-17
555. ENN ENERGY HOLDINGS LTD A D R   2021-04-27 2025-04-23
1219. SHIMANO INC A D R   2022-10-06 2025-04-23
43. ALIBABA GROUP HLDG LTD A D R   2025-03-20 2025-04-30
6. CANON INC SPONS A D R   2022-05-25 2025-04-30
267. EQUINOR ASA SPON ADR   2025-02-04 2025-04-30
78. FUTU HOLDINGS LTD A D R   2024-10-15 2025-04-30
282. GSK PLC SPONSORED A D R   2025-04-03 2025-04-30
146. HSBC HOLDINGS PLC SPONS A D R   2025-04-03 2025-04-30
75. HITACHI LTD A D R   2022-05-25 2025-04-30
95. INDITEX UNSPON A D R   2023-10-23 2025-04-30
208. RELX PLC SPON A D R   2023-10-23 2025-04-30
113. ON HLDG AG NAMEN AKT A   2025-01-22 2025-04-30
215. ALLIANZ SE UNSP A D R   2021-06-14 2025-05-02
472. AMERICAN TOWER CORP   2020-12-16 2025-05-05
435. CME GROUP INC   2021-12-07 2025-05-05
847. CENTENE CORP COM   2020-12-16 2025-05-05
1020. EDWARDS LIFESCIENCES CORP COM   2021-03-16 2025-05-05
227. MICROSOFT CORP   2024-07-19 2025-05-05
143. MICROSOFT CORP   2020-12-16 2025-05-05
1827. VERIZON COMMUNICATIONS INC COM   2021-12-07 2025-05-05
597. BANK OF AMERICA CORP   2020-12-16 2025-05-12
121. BLACKROCK INC COM   2021-12-07 2025-05-12
1250. CISCO SYSTEMS INC   2021-12-07 2025-05-12
250. HONEYWELL INTL INC   2021-12-07 2025-05-12
1802. ISHARES CORE MSCI EMERGING MKTS ETF   2019-02-06 2025-05-12
19094.985 NYLI CBRE GLOBAL INFRASTRUCTURE FD I   2023-05-03 2025-05-12
35. S P GLOBAL INC COM   2020-10-30 2025-05-12
5293. SCHWAB US REIT ETF   2018-12-28 2025-05-12
1102. ALBEMARLE CORP   2020-10-30 2025-05-13
127. ALIBABA GROUP HLDG LTD A D R   2024-11-14 2025-05-13
115. HSBC HOLDINGS PLC SPONS A D R   2025-04-17 2025-05-13
1001. HALEON PLC SPON ADS A D R   2025-04-17 2025-05-13
70. HITACHI LTD A D R   2024-05-14 2025-05-13
152. HITACHI LTD A D R   2022-05-25 2025-05-13
124. INDITEX UNSPON A D R   2023-10-23 2025-05-13
46. INFOSYS LTD SP A D R   2024-09-03 2025-05-13
799. MAGNA INTL INC CL A   2022-07-14 2025-05-13
123. NOMURA HOLDINGS INC A D R   2025-04-30 2025-05-13
586. NOVARTIS AG A D R   2024-07-18 2025-05-13
324. PEARSON P L C A D R   2025-03-06 2025-05-13
3164. PFIZER INC   2021-12-07 2025-05-13
283. ROCHE HOLDINGS LTD SPON A D R   2024-09-17 2025-05-13
178. ROCHE HOLDINGS LTD SPON A D R   2022-05-25 2025-05-13
39.99945 SK TELECOM LTD A D R   2024-12-04 2025-05-13
125.00055 SK TELECOM LTD A D R   2024-12-04 2025-05-13
95. SANOFI A D R   2025-03-06 2025-05-13
24. TECHTRONIC INDUSTRIES SP ADR   2024-05-14 2025-05-13
9. TECHTRONIC INDUSTRIES SP ADR   2024-04-30 2025-05-13
1105. WIPRO LIMITED A D R   2025-02-20 2025-05-13
587. APTIV PLC COM SHS   2020-12-16 2025-05-13
63. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-05-13
176. ABBOTT LABORATORIES   2021-12-07 2025-05-23
332. AMERICAN TOWER CORP   2020-12-16 2025-05-23
536. GILEAD SCIENCES INC   2020-10-30 2025-05-23
119. HONEYWELL INTL INC   2021-12-07 2025-05-23
119. LULULEMON ATHLETICA INC   2023-03-24 2025-05-23
156. MICROSOFT CORP   2020-12-16 2025-05-23
724. ZILLOW GROUP INC   2021-12-07 2025-05-23
30. ABB LTD A D R   2024-05-14 2025-05-28
195. BAIDU COM INC A D R   2025-04-17 2025-05-28
67. BANCO SANTANDER SA A D R   2025-03-20 2025-05-28
112. BILIBILI INC A D R   2024-12-04 2025-05-28
52. INDITEX UNSPON A D R   2023-10-23 2025-05-28
616. MIZUHO FNL GRP A D R   2024-12-04 2025-05-28
178. NATWEST GROUP PLC SPONS A D R   2024-05-14 2025-05-28
31. SAP SE SPON ADR A D R   2025-05-13 2025-05-28
51. SEA LTD ADR   2025-03-20 2025-05-28
3. TECHTRONIC INDUSTRIES SP ADR   2024-09-18 2025-05-28
8. TECHTRONIC INDUSTRIES SP ADR   2024-09-05 2025-05-28
369. VIPSHOP HOLDINGS LTD A D R   2023-02-06 2025-05-28
725. BANCO SANTANDER SA A D R   2025-03-20 2025-06-09
13. CANON INC SPONS A D R   2022-05-25 2025-06-09
65. HIMAX TECHNOLOGIES INC A D R   2024-07-02 2025-06-09
376. INDITEX UNSPON A D R   2023-10-23 2025-06-09
128. JD COM INC A D R   2025-04-03 2025-06-09
279. MIZUHO FNL GRP A D R   2024-12-04 2025-06-09
125. NATWEST GROUP PLC SPONS A D R   2024-05-14 2025-06-09
116. RELX PLC SPON A D R   2023-10-23 2025-06-09
346. SK TELECOM LTD A D R   2024-10-28 2025-06-09
2. TECHTRONIC INDUSTRIES SP ADR   2024-09-05 2025-06-09
38. TECHTRONIC INDUSTRIES SP ADR   2024-04-30 2025-06-09
439. VIPSHOP HOLDINGS LTD A D R   2023-03-06 2025-06-09
504. COCA COLA EUROPACIFIC PARTNERS SHS   2025-03-06 2025-06-09
8. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-06-09
281. ANHEUSER BUSCH INBEV NV A D R   2025-04-30 2025-06-25
812. BILIBILI INC A D R   2024-07-18 2025-06-25
208. HIMAX TECHNOLOGIES INC A D R   2024-07-02 2025-06-25
5. RELX PLC SPON A D R   2024-09-03 2025-06-25
124. RELX PLC SPON A D R   2023-10-23 2025-06-25
85. SK TELECOM LTD A D R   2024-10-28 2025-06-25
504. SK TELECOM LTD A D R   2023-12-07 2025-06-25
46. SUMITOMO MITSUI FINL GROUP A D R   2025-01-21 2025-06-25
14. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-06-25
268. ANHEUSER BUSCH INBEV NV A D R   2025-04-03 2025-07-14
163. CANON INC SPONS A D R   2022-05-25 2025-07-14
82.99913 FRESENIUS MEDICAL CARE AG A D R   2025-05-28 2025-07-14
131.00087 FRESENIUS MEDICAL CARE AG A D R   2025-05-28 2025-07-14
2334. HALEON PLC SPON ADS A D R   2025-02-04 2025-07-14
133. IMPERIAL BRANDS PLC A D R   2025-02-20 2025-07-14
1144. INDITEX UNSPON A D R   2023-04-06 2025-07-14
117. MS D INSURANCE UNSPONS A D R   2024-03-19 2025-07-14
50. MITSUBISHI ELECTRIC UNSP A D R   2022-08-17 2025-07-14
725. PEARSON P L C A D R   2025-04-02 2025-07-14
176. RELX PLC SPON A D R   2024-09-03 2025-07-14
313. SK TELECOM LTD A D R   2023-12-07 2025-07-14
69.9993 SAP SE SPON ADR A D R   2025-06-09 2025-07-14
72.0007 SAP SE SPON ADR A D R   2025-06-09 2025-07-14
8. TECHTRONIC INDUSTRIES SP ADR   2024-08-08 2025-07-14
5. TECHTRONIC INDUSTRIES SP ADR   2024-04-30 2025-07-14
4. CYBER ARK SOFTWARE LTD   2024-11-14 2025-07-14
10. CYBER ARK SOFTWARE LTD   2024-02-21 2025-07-14
578. ALLIANZ SE UNSP A D R   2022-08-12 2025-07-18
1313. ATLAS COPCO AB SPONS A D R   2011-11-02 2025-07-18
1049. CHUGAI PHARMACEUTIC UNSP A D R   2023-07-28 2025-07-18
746. MANULIFE FINANCIAL CORP   2022-07-18 2025-07-18
49. CANON INC SPONS A D R   2022-05-25 2025-07-25
353. FRESENIUS MEDICAL CARE AG A D R   2025-05-09 2025-07-25
59. IMPERIAL BRANDS PLC A D R   2025-02-20 2025-07-25
38. RECRUIT HOLDINGS CO LTD A D R   2024-11-14 2025-07-25
193. SK TELECOM LTD A D R   2024-01-09 2025-07-25
22. SAP SE SPON ADR A D R   2025-05-21 2025-07-25
21. TECHTRONIC INDUSTRIES SP ADR   2024-04-15 2025-07-25
68. VIPSHOP HOLDINGS LTD A D R   2023-03-06 2025-07-25
333. ABBOTT LABORATORIES   2021-12-07 2025-07-28
179. ABBVIE INC   2022-07-14 2025-07-28
548. ADVANCED MICRO DEVICES INC COM   2023-08-07 2025-07-28
740. ALPHABET INC CL A   2020-12-16 2025-07-28
139. AMAZON.COM INC   2024-07-19 2025-07-28
93. AMERICAN TOWER CORP   2020-12-16 2025-07-28
1074. APPLE COMPUTER INC   2020-12-16 2025-07-28
1594. COMCAST CORP CLASS A   2021-12-07 2025-07-28
61. COSTCO WHSL CORP NEW COMMON STOCK   2021-03-16 2025-07-28
4301. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-03-25 2025-07-28
1348. MAGNA INTL INC CL A   2022-07-14 2025-07-28
1683. MARATHON PETROLEUM CORP   2020-10-30 2025-07-28
88. MICROSOFT CORP   2020-12-16 2025-07-28
459. MICRON TECHNOLOGY INC   2025-05-13 2025-07-28
1010. NVIDIA CORP COM   2024-07-19 2025-07-28
533. PALO ALTO NETWORKS INC   2022-07-14 2025-07-28
408. SALESFORCE INC   2021-03-16 2025-07-28
548. SCHWAB CHARLES CORP   2022-07-14 2025-07-28
656. TARGET CORP   2020-10-30 2025-07-28
13. TRANSDIGM GROUP INC   2020-10-30 2025-07-28
114. UNION PACIFIC CORP COM   2022-07-14 2025-07-28
919. WAL MART STORES INC   2021-03-16 2025-07-28
277. ACCENTURE PLC IRELAND SHS CLASS A   2021-12-07 2025-07-28
657. MEDTRONIC PLC SHS   2020-10-30 2025-07-28
50. ADIDAS AG A D R   2024-05-14 2025-08-11
23. IMPERIAL BRANDS PLC A D R   2025-02-20 2025-08-11
244. SK TELECOM LTD A D R   2024-01-09 2025-08-11
210. SAP SE SPON ADR A D R   2025-05-13 2025-08-11
8. TECHTRONIC INDUSTRIES SP ADR   2024-04-15 2025-08-11
37. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-08-11
382. CELLEBRITE DI LTD ORDINARY SHARES   2025-01-03 2025-08-11
98. FRESENIUS MEDICAL CARE AG A D R   2025-06-09 2025-08-29
14. IMPERIAL BRANDS PLC A D R   2025-02-20 2025-08-29
908. INFOSYS LTD SP A D R   2024-09-03 2025-08-29
128. NETEASE INC A D R   2025-06-09 2025-08-29
158. SK TELECOM LTD A D R   2025-03-06 2025-08-29
121. SK TELECOM LTD A D R   2024-04-15 2025-08-29
92. SEA LTD ADR   2025-04-17 2025-08-29
71. SEA LTD ADR   2024-07-18 2025-08-29
8. TECHTRONIC INDUSTRIES SP ADR   2024-04-15 2025-08-29
285. WNS HLDGS LTD COM SHS   2022-05-25 2025-08-29
26. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-08-29
14. ALLOT COMMUNICATIONS LTD   2025-03-20 2025-08-29
7. CHECK POINT SOFTWARE TECH LTD   2025-04-17 2025-08-29
37. CHECK POINT SOFTWARE TECH LTD   2024-04-15 2025-08-29
19. WIX COM LTD   2025-01-22 2025-08-29
13. CANON INC SPONS A D R   2022-05-25 2025-09-15
110. DBS GROUP HLDGS LTD SPON A D R   2023-12-28 2025-09-15
140. FRESENIUS MEDICAL CARE AG A D R   2025-05-13 2025-09-15
1617. HALEON PLC SPON ADS A D R   2023-04-06 2025-09-15
154. IMPERIAL BRANDS PLC A D R   2024-12-04 2025-09-15
545. INFOSYS LTD SP A D R   2024-10-15 2025-09-15
576. I N G GROEP NV SPONSORED ADR   2025-08-11 2025-09-15
10. MITSUBISHI ELECTRIC UNSP A D R   2022-08-17 2025-09-15
1100. NATWEST GROUP PLC SPONS A D R   2024-09-03 2025-09-15
52. NETEASE INC A D R   2025-05-28 2025-09-15
53. ORANGE SPON A D R   2024-10-01 2025-09-15
383. ROCHE HOLDINGS LTD SPON A D R   2019-08-15 2025-09-15
16. SAP SE SPON ADR A D R   2025-05-13 2025-09-15
663. SCHNEIDER ELECT SE UNSP A D R   2019-12-11 2025-09-15
18. SEA LTD ADR   2025-04-17 2025-09-15
675. SONY GROUP CORPORATION A D R   2023-12-14 2025-09-15
28. TECHTRONIC INDUSTRIES SP ADR   2024-04-15 2025-09-15
51. UNITED OVERSEAS BK LTD SPON A D R   2025-02-20 2025-09-15
1180. WIPRO LIMITED A D R   2024-11-14 2025-09-15
371. DOLE PLC ORD SHS   2025-04-30 2025-09-15
67. ADOBE SYS INC   2025-05-13 2025-09-24
182. ADOBE SYS INC   2022-07-14 2025-09-24
568. APPLE COMPUTER INC   2021-03-16 2025-09-24
24291.671 CREDIT SUISSE COMMODITY RETURN   2024-05-13 2025-09-24
808. TEXAS INSTRS INC COM   2021-12-07 2025-09-24
480. UBER TECHNOLOGIES INC   2023-03-24 2025-09-24
572. UNITED PARCEL SERVICE INC CL B   2023-08-07 2025-09-24
386. VISA INC COM CL A   2021-12-07 2025-09-24
230. ATOUR LIFESTYLE HOLDINGS LTD A D R   2025-08-29 2025-09-30
70. FRESENIUS MEDICAL CARE AG A D R   2025-05-13 2025-09-30
232. INFOSYS LTD SP A D R   2024-10-15 2025-09-30
1375. LLOYDS BANKING GROUP P L C A D R   2025-07-25 2025-09-30
16. SAP SE SPON ADR A D R   2025-05-13 2025-09-30
37. SEA LTD ADR   2024-09-17 2025-09-30
28. UNITED OVERSEAS BK LTD SPON A D R   2025-02-04 2025-09-30
2201. WIPRO LIMITED A D R   2024-11-14 2025-09-30
32. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-09-30
113. DBS GROUP HLDGS LTD SPON A D R   2020-04-02 2025-10-09
1318. KOMATSU LTD SPONS A D R   2018-11-12 2025-10-09
165. NESTLE SA SPONSORED A D R   2024-09-10 2025-10-09
41. TAIWAN SEMICONDUCTOR A D R   2011-04-14 2025-10-09
1353. ZTO EXPRESS CAYMAN INC A D R   2024-04-24 2025-10-09
193. ATOUR LIFESTYLE HOLDINGS LTD A D R   2025-08-29 2025-10-14
53. COMMONWEALTH BANK OF AUS A D R   2025-01-03 2025-10-14
4. EXPERIAN GROUP LTD A D R   2024-03-06 2025-10-14
45. FUTU HOLDINGS LTD A D R   2025-08-29 2025-10-14
57. IMPERIAL BRANDS PLC A D R   2024-12-04 2025-10-14
368. LLOYDS BANKING GROUP P L C A D R   2025-06-25 2025-10-14
1808. NATWEST GROUP PLC SPONS A D R   2024-07-18 2025-10-14
41. NETEASE INC A D R   2025-05-28 2025-10-14
38. ORANGE SPON A D R   2024-10-01 2025-10-14
271. SAP SE SPON ADR A D R   2024-10-15 2025-10-14
62. SEA LTD ADR   2024-09-17 2025-10-14
258. SMITH NEPHEW PLC SPON A D R   2025-08-29 2025-10-14
261. SUMITOMO MITSUI FINL GROUP A D R   2025-01-21 2025-10-14
20. UNITED OVERSEAS BK LTD SPON A D R   2024-12-04 2025-10-14
126. SPORTRADAR GROUP AG CLASS A ORD SHS   2025-07-25 2025-10-14
133. ADVANCED MICRO DEVICES INC COM   2022-11-04 2025-10-17
117. ANALOG DEVICES INC   2022-07-14 2025-10-17
10. BLACKROCK INC COM   2023-08-07 2025-10-17
2160. DRAFTKINGS INC NEW   2025-07-28 2025-10-17
107. L3HARRIS TECHNOLOGIES INC   2023-03-24 2025-10-17
24. MASTERCARD INC   2020-12-16 2025-10-17
947. BLOCK INC   2025-07-28 2025-10-17
61. TALEN ENERGY CORP COM   2025-07-28 2025-10-17
2. ARGENX SE A D R   2025-09-30 2025-10-28
1070. ERICSSON LM TEL SP A D R   2024-10-01 2025-10-28
424. INFOSYS LTD SP A D R   2024-12-04 2025-10-28
125. I N G GROEP NV SPONSORED ADR   2025-10-14 2025-10-28
2068. NATWEST GROUP PLC SPONS A D R   2024-07-18 2025-10-28
180. RYANAIR HOLDINGS PLC SP A D R   2025-08-11 2025-10-28
54. SEA LTD ADR   2024-09-17 2025-10-28
560. SUMITOMO MITSUI FINL GROUP A D R   2025-01-21 2025-10-28
335. TENCENT MUSIC ENTERTAINM A D R   2025-09-30 2025-10-28
65. TIM S A SPNDR A D R   2025-07-25 2025-10-28
270. SPORTRADAR GROUP AG CLASS A ORD SHS   2025-05-13 2025-10-28
20. SPOTIFY TECHNOLOGY S A   2024-09-17 2025-10-28
17. CHECK POINT SOFTWARE TECH LTD   2022-05-25 2025-10-28
795. B H P BILLITON LIMITED A D R   2021-03-09 2025-10-30
466. NESTLE SA SPONSORED A D R   2007-03-05 2025-10-30
37. TAIWAN SEMICONDUCTOR A D R   2011-04-14 2025-10-30
19. DNB BANK ASA SPONSORED A D R   2025-04-03 2025-11-11
436. ERICSSON LM TEL SP A D R   2024-10-28 2025-11-11
87. EXPERIAN GROUP LTD A D R   2024-02-21 2025-11-11
48. FRESENIUS MEDICAL CARE AG A D R   2025-05-13 2025-11-11
329. HSBC HOLDINGS PLC SPONS A D R   2025-09-15 2025-11-11
908. INFOSYS LTD SP A D R   2024-12-04 2025-11-11
643. INFOSYS LTD SP A D R   2024-09-03 2025-11-11
26. MS D INSURANCE UNSPONS A D R   2024-03-19 2025-11-11
857. MIZUHO FNL GRP A D R   2025-07-25 2025-11-11
191. NATWEST GROUP PLC SPONS A D R   2024-08-02 2025-11-11
63. ORANGE SPON A D R   2024-10-01 2025-11-11
172. SEA LTD ADR   2024-12-04 2025-11-11
35. SEA LTD ADR   2024-09-17 2025-11-11
492. SUMITOMO MITSUI FINL GROUP A D R   2025-01-03 2025-11-11
393. SPORTRADAR GROUP AG CLASS A ORD SHS   2025-05-13 2025-11-11
6. ASCENDIS PHARMA A S A D R   2025-10-28 2025-11-25
32. DNB BANK ASA SPONSORED A D R   2025-02-20 2025-11-25
59. DANONE SPON A D R   2025-05-13 2025-11-25
65. EXPERIAN GROUP LTD A D R   2024-02-21 2025-11-25
146. FRESENIUS MEDICAL CARE AG A D R   2025-04-30 2025-11-25
342. HSBC HOLDINGS PLC SPONS A D R   2025-08-11 2025-11-25
616. INFOSYS LTD SP A D R   2024-09-17 2025-11-25
689. JD COM INC A D R   2025-10-14 2025-11-25
1502. LLOYDS BANKING GROUP P L C A D R   2025-06-25 2025-11-25
419. MELCO CROWN ENTERTAINMENT LMTD A D R   2025-08-29 2025-11-25
692. NATWEST GROUP PLC SPONS A D R   2024-05-14 2025-11-25
258. NETEASE INC A D R   2025-04-30 2025-11-25
293. ORANGE SPON A D R   2024-10-01 2025-11-25
391. KONINKLIJKE ROYAL KPN NV SP ADR   2024-02-05 2025-11-25
307. SK TELECOM LTD A D R   2025-01-22 2025-11-25
63. SK TELECOM LTD A D R   2024-04-15 2025-11-25
103. SEA LTD ADR   2025-01-03 2025-11-25
21. SUMITOMO MITSUI FINL GROUP A D R   2025-04-03 2025-11-25
1219. DASSAULT SYSTEMES SA A D R   2025-10-30 2025-12-08
1072. DASSAULT SYSTEMES SA A D R   2011-04-14 2025-12-08
327. SAP SE SPON ADR A D R   2011-11-02 2025-12-08
87. LINDE PLC   2018-12-12 2025-12-08
16. ASCENDIS PHARMA A S A D R   2025-09-15 2025-12-18
28. CANON INC SPONS A D R   2022-05-25 2025-12-18
165. DANONE SPON A D R   2025-01-03 2025-12-18
228. DASSAULT SYSTEMES SA A D R   2023-11-20 2025-12-18
90. EXPERIAN GROUP LTD A D R   2024-01-23 2025-12-18
264. FRESENIUS MEDICAL CARE AG A D R   2025-04-17 2025-12-18
14. FUTU HOLDINGS LTD A D R   2025-08-29 2025-12-18
606. INFOSYS LTD SP A D R   2024-08-02 2025-12-18
2204. KT CORP SP A D R   2025-08-11 2025-12-18
12. KT CORP SP A D R   2024-10-15 2025-12-18
676. LLOYDS BANKING GROUP P L C A D R   2025-07-14 2025-12-18
1560. MELCO CROWN ENTERTAINMENT LMTD A D R   2025-08-11 2025-12-18
6. MITSUBISHI ELECTRIC UNSP A D R   2022-08-17 2025-12-18
156. MIZUHO FNL GRP A D R   2025-07-25 2025-12-18
624. MIZUHO FNL GRP A D R   2024-12-04 2025-12-18
215. NETEASE INC A D R   2025-01-22 2025-12-18
146. NICE SYS LTD SPONSORED A D R   2025-06-09 2025-12-18
426. NINTENDO LTD A D R   2023-09-08 2025-12-18
169. RECRUIT HOLDINGS CO LTD A D R   2024-09-17 2025-12-18
296. SHELL PLC SPON A D R   2025-10-28 2025-12-18
399. KONINKLIJKE ROYAL KPN NV SP ADR   2024-12-04 2025-12-18
5. SAFRAN SA UNSPON A D R   2025-10-14 2025-12-18
7. SAFRAN SA UNSPON A D R   2024-10-01 2025-12-18
729. SONY GROUP CORPORATION A D R   2025-10-14 2025-12-18
349. SUMITOMO MITSUI FINL GROUP A D R   2025-04-03 2025-12-18
220. QFIN HOLDINGS INC A D R   2025-01-22 2025-12-18
55. TIM S A SPNDR A D R   2025-11-11 2025-12-18
389. TRIP COM GROUP LTD A D R   2025-11-25 2025-12-18
28. WOLTERS KLUWER NV SPONSORED ADR   2025-03-06 2025-12-18
31. SPOTIFY TECHNOLOGY S A   2023-05-26 2025-12-18
118. WIX COM LTD   2025-01-04 2025-12-18
27.00038 ASML HOLDING NV NY REG SHS A D R   2025-10-28 2025-12-18
19.99962 ASML HOLDING NV NY REG SHS A D R   2025-10-28 2025-12-18
856. COPART INC COM   2025-09-24 2025-12-30
944. COPART INC COM   2021-03-16 2025-12-30
113. SOLSTICE ADV MATL COM   2021-12-07 2025-12-30
819. TARGET CORP   2020-10-30 2025-12-30
1092. TRADE DESK INC THE CLASS A   2025-07-28 2025-12-30
437. TRADE DESK INC THE CLASS A   2020-10-30 2025-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 2,807   3,580 -773
b 536   711 -175
c 3,361   3,406 -45
d 1,103   859 244
e 5,274   7,030 -1,756
3,462   1,468 1,994
211   151 60
3,888   3,546 342
3,767   3,874 -107
4,796   5,782 -986
18,345   17,679 666
15,207   8,262 6,945
12,209   12,603 -394
4,179   5,452 -1,273
5,036   8,991 -3,955
6,207   4,193 2,014
2   2  
2     2
2,059   2,397 -338
3,947   3,182 765
1,647   1,533 114
5,316   4,335 981
7,331   9,852 -2,521
7,385   3,062 4,323
3,259   2,627 632
12,837   8,246 4,591
6,424   5,693 731
494   511 -17
6,592   6,786 -194
1,318   1,442 -124
2,490   2,349 141
1,131   860 271
2,456   2,094 362
5,460   6,372 -912
1,349   863 486
8,126   8,406 -280
229     229
7,449   5,002 2,447
910   707 203
4,905   4,863 42
28,919   33,311 -4,392
2,178   881 1,297
5,927   4,210 1,717
2,016   1,308 708
5,047   4,527 520
981   935 46
6,849   7,215 -366
5,046   5,541 -495
4,227   1,186 3,041
13,742   8,016 5,726
7,948   10,377 -2,429
16,344   35,044 -18,700
20,206   25,605 -5,399
1,978   1,241 737
35,213   26,351 8,862
5,513   5,740 -227
1,294   960 334
463   499 -36
2,099   1,678 421
4,276   3,048 1,228
901   786 115
3,116   2,571 545
924   818 106
5,141   5,793 -652
27,778   6,715 21,063
51,964   49,476 2,488
73,423   53,024 20,399
41,508   37,826 3,682
77,167   39,733 37,434
47,337   48,733 -1,396
3,913   2,592 1,321
5,699   5,121 578
10,035   9,733 302
856   631 225
5,455   6,073 -618
7,809   6,515 1,294
4,402   5,046 -644
11,053   17,043 -5,990
2,894   1,164 1,730
13,689   10,805 2,884
5,498   5,409 89
1,951   1,219 732
4,823   4,210 613
21,116   22,482 -1,366
711   763 -52
4,445   4,688 -243
5,722   5,018 704
1,980   1,928 52
3,407   3,480 -73
6,216   9,105 -2,889
39,182   18,291 20,891
87,222   44,299 42,923
5,752   5,447 305
676   489 187
1,368   1,196 172
674   377 297
4,671   4,002 669
11,597   11,560 37
29,612   30,860 -1,248
5,404   4,444 960
2,246   2,264 -18
15,598   12,092 3,506
8,805   9,148 -343
596   150 446
8,981   4,810 4,171
4,639   4,886 -247
6,084   5,151 933
2,420   2,298 122
5,276   8,272 -2,996
2,936   1,447 1,489
9,549   7,442 2,107
5,714   3,545 2,169
6,083   4,637 1,446
5,979   5,828 151
15,683   10,662 5,021
9,776   10,385 -609
3,963   4,210 -247
33,311   38,766 -5,455
554   564 -10
554   150 404
4,273   2,343 1,930
1,310   1,495 -185
4,913   3,605 1,308
1,490   1,655 -165
1,082   1,239 -157
5,245   6,197 -952
1,900   839 1,061
906   614 292
3,718   3,789 -71
1,257   1,281 -24
1,645   1,951 -306
17,842   19,063 -1,221
19,239   21,070 -1,831
32,410   8,577 23,833
2,650   4,951 -2,301
17,506   36,053 -18,547
15,494   20,449 -4,955
5,093   5,914 -821
180   152 28
6,038   7,808 -1,770
7,191   7,638 -447
11,180   10,918 262
8,118   7,804 314
1,839   787 1,052
2,538   1,715 823
11,264   7,249 4,015
5,352   6,744 -1,392
8,975   5,099 3,876
105,853   112,659 -6,806
122,537   92,102 30,435
51,198   51,965 -767
76,821   87,683 -10,862
99,204   99,043 161
62,494   31,417 31,077
79,447   92,672 -13,225
25,873   17,152 8,721
115,702   103,554 12,148
76,842   72,618 4,224
54,298   51,886 2,412
101,999   89,606 12,393
265,802   240,048 25,754
18,072   11,683 6,389
112,433   101,121 11,312
68,241   143,946 -75,705
16,804   14,097 2,707
6,713   6,087 626
10,406   10,258 148
1,840   1,358 482
3,995   1,592 2,403
3,347   2,239 1,108
843   1,069 -226
29,069   43,465 -14,396
719   684 35
62,516   65,353 -2,837
5,138   5,419 -281
71,558   162,997 -91,439
10,836   11,725 -889
6,815   7,710 -895
797   928 -131
2,489   2,901 -412
4,742   5,650 -908
1,438   1,792 -354
539   628 -89
3,234   4,083 -849
39,322   67,174 -27,852
39,541   9,479 30,062
23,146   23,283 -137
70,463   72,556 -2,093
57,657   30,993 26,664
26,469   24,698 1,771
36,901   37,368 -467
70,533   34,273 36,260
47,357   44,946 2,411
1,711   1,576 135
16,384   16,219 165
528   465 63
2,132   2,011 121
1,365   939 426
3,406   3,575 -169
2,508   1,483 1,025
9,231   9,022 209
8,430   6,430 2,000
170   201 -31
454   522 -68
5,197   5,459 -262
5,792   5,027 765
386   328 58
577   513 64
10,428   6,763 3,665
4,342   5,112 -770
1,556   1,440 116
1,790   1,042 748
6,173   4,043 2,130
7,478   8,201 -723
118   131 -13
2,234   2,651 -417
6,594   6,405 189
46,649   43,679 2,970
5,598   1,204 4,394
19,238   18,451 787
17,008   12,813 4,195
1,895   1,643 252
266   233 33
6,586   4,322 2,264
1,935   1,958 -23
11,476   10,781 695
685   703 -18
10,425   2,107 8,318
18,132   17,356 776
4,428   4,116 312
2,252   2,407 -155
3,554   3,799 -245
23,076   23,390 -314
5,306   4,911 395
14,238   9,810 4,428
2,466   2,482 -16
2,078   1,068 1,010
10,359   10,995 -636
9,486   8,215 1,271
7,075   6,534 541
21,101   20,671 430
21,704   22,045 -341
443   471 -28
277   349 -72
1,513   1,212 301
3,781   2,403 1,378
23,108   10,738 12,370
20,192   7,134 13,058
24,342   15,723 8,619
23,024   13,500 9,524
1,336   1,237 99
9,240   10,266 -1,026
2,299   2,095 204
451   500 -49
4,274   3,934 340
6,313   6,566 -253
1,276   1,464 -188
1,082   992 90
41,861   44,053 -2,192
33,744   26,935 6,809
94,768   72,691 22,077
142,254   107,120 35,134
32,365   25,382 6,983
20,878   20,324 554
229,584   168,883 60,701
53,345   79,222 -25,877
56,898   20,011 36,887
422,736   450,464 -27,728
57,337   73,330 -15,993
292,861   57,697 235,164
44,940   19,334 25,606
50,892   43,428 7,464
177,225   118,226 58,999
109,028   41,339 67,689
109,938   87,536 22,402
53,444   33,228 20,216
69,566   111,810 -42,244
20,761   5,619 15,142
25,994   23,425 2,569
89,258   41,016 48,242
76,507   102,758 -26,251
60,451   75,762 -15,311
4,769   6,184 -1,415
933   817 116
5,460   4,931 529
60,807   61,486 -679
498   557 -59
25,746   8,057 17,689
5,142   8,604 -3,462
2,505   2,812 -307
590   497 93
15,224   21,109 -5,885
17,439   16,842 597
3,393   3,415 -22
2,598   2,442 156
17,136   11,338 5,798
13,225   4,821 8,404
519   557 -38
21,505   23,606 -2,101
17,610   3,912 13,698
108   89 19
1,347   1,565 -218
7,118   5,892 1,226
2,675   4,458 -1,783
390   328 62
17,665   10,043 7,622
3,451   3,941 -490
15,659   14,614 1,045
6,601   5,276 1,325
9,241   12,655 -3,414
14,783   13,866 917
524   214 310
16,154   9,761 6,393
8,057   6,499 1,558
858   610 248
15,709   13,129 2,580
4,043   4,656 -613
36,500   13,360 23,140
3,448   2,218 1,230
19,767   12,464 7,303
1,755   1,950 -195
2,800   2,955 -155
3,229   4,115 -886
4,990   5,597 -607
23,523   26,473 -2,950
63,899   78,369 -14,470
142,796   71,381 71,415
587,373   571,097 16,276
148,367   160,738 -12,371
46,835   14,719 32,116
48,109   104,395 -56,286
130,853   79,711 51,142
8,610   9,014 -404
1,825   1,961 -136
3,784   5,387 -1,603
6,174   5,940 234
4,280   4,656 -376
6,557   2,945 3,612
1,497   1,572 -75
5,747   7,109 -1,362
6,658   4,485 2,173
18,611   9,401 9,210
45,861   29,528 16,333
15,318   17,245 -1,927
12,278   507 11,771
25,779   28,573 -2,794
6,795   7,564 -769
5,690   5,181 509
189   172 17
7,126   8,304 -1,178
2,347   1,855 492
1,651   1,565 86
26,442   16,006 10,436
6,044   5,099 945
596   437 159
73,143   69,241 3,902
11,206   4,935 6,271
9,001   9,659 -658
4,040   4,107 -67
1,069   1,103 -34
3,235   3,587 -352
30,497   9,802 20,695
28,322   17,924 10,398
11,596   7,130 4,466
75,288   95,888 -20,600
30,418   20,586 9,832
13,317   7,959 5,358
70,389   76,494 -6,105
24,947   21,642 3,305
1,664   1,452 212
10,166   8,275 1,891
7,222   9,567 -2,345
3,017   3,068 -51
32,114   17,632 14,482
11,139   11,476 -337
8,585   4,299 4,286
9,096   8,276 820
7,802   7,839 -37
1,527   1,175 352
7,201   6,750 451
13,283   6,844 6,439
3,417   2,097 1,320
45,449   60,001 -14,552
44,836   29,273 15,563
11,305   457 10,848
498   499 -1
4,287   3,749 538
3,986   3,722 264
1,157   1,345 -188
23,889   22,365 1,524
15,439   18,973 -3,534
10,933   14,931 -3,998
544   455 89
5,755   5,689 66
3,108   1,624 1,484
1,032   725 307
24,325   19,022 5,303
4,950   2,786 2,164
8,126   7,075 1,051
8,907   9,412 -505
1,226   1,238 -12
832   770 62
1,057   951 106
2,866   2,737 129
3,505   3,906 -401
23,786   21,959 1,827
10,528   14,295 -3,767
20,138   23,111 -2,973
7,157   6,281 876
3,771   4,224 -453
11,024   5,880 5,144
36,036   29,521 6,515
4,705   3,370 1,335
1,765   1,363 402
6,166   6,499 -333
1,265   1,271 -6
13,789   10,786 3,003
363   288 75
33,114   35,017 -1,903
29,121   40,424 -11,303
79,710   19,685 60,025
34,028   14,058 19,970
3,192   3,132 60
838   707 131
3,025   2,552 473
6,328   10,381 -4,053
4,077   3,706 371
6,208   6,361 -153
2,273   2,584 -311
11,279   13,620 -2,341
41,802   44,130 -2,328
228   182 46
3,480   2,819 661
12,146   14,722 -2,576
352   128 224
1,135   966 169
4,540   3,220 1,320
29,294   21,788 7,506
15,996   22,118 -6,122
7,511   5,103 2,408
1,924   2,126 -202
21,137   22,475 -1,338
1,837   1,542 295
443   438 5
620   409 211
18,990   21,048 -2,058
6,648   4,780 1,868
4,149   8,676 -4,527
1,131   1,301 -170
28,038   27,402 636
2,968   4,600 -1,632
17,533   6,892 10,641
12,575   22,990 -10,415
28,207   28,495 -288
20,894   21,107 -213
33,928   38,933 -5,005
37,415   25,804 11,611
5,560   4,808 752
80,082   119,990 -39,908
41,753   95,827 -54,074
16,709   25,192 -8,483
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
      289,692
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       -773
b       -175
c       -45
d       244
e       -1,756
      1,994
      60
      342
      -107
      -986
      666
      6,945
      -394
      -1,273
      -3,955
      2,014
       
      2
      -338
      765
      114
      981
      -2,521
      4,323
      632
      4,591
      731
      -17
      -194
      -124
      141
      271
      362
      -912
      486
      -280
      229
      2,447
      203
      42
      -4,392
      1,297
      1,717
      708
      520
      46
      -366
      -495
      3,041
      5,726
      -2,429
      -18,700
      -5,399
      737
      8,862
      -227
      334
      -36
      421
      1,228
      115
      545
      106
      -652
      21,063
      2,488
      20,399
      3,682
      37,434
      -1,396
      1,321
      578
      302
      225
      -618
      1,294
      -644
      -5,990
      1,730
      2,884
      89
      732
      613
      -1,366
      -52
      -243
      704
      52
      -73
      -2,889
      20,891
      42,923
      305
      187
      172
      297
      669
      37
      -1,248
      960
      -18
      3,506
      -343
      446
      4,171
      -247
      933
      122
      -2,996
      1,489
      2,107
      2,169
      1,446
      151
      5,021
      -609
      -247
      -5,455
      -10
      404
      1,930
      -185
      1,308
      -165
      -157
      -952
      1,061
      292
      -71
      -24
      -306
      -1,221
      -1,831
      23,833
      -2,301
      -18,547
      -4,955
      -821
      28
      -1,770
      -447
      262
      314
      1,052
      823
      4,015
      -1,392
      3,876
      -6,806
      30,435
      -767
      -10,862
      161
      31,077
      -13,225
      8,721
      12,148
      4,224
      2,412
      12,393
      25,754
      6,389
      11,312
      -75,705
      2,707
      626
      148
      482
      2,403
      1,108
      -226
      -14,396
      35
      -2,837
      -281
      -91,439
      -889
      -895
      -131
      -412
      -908
      -354
      -89
      -849
      -27,852
      30,062
      -137
      -2,093
      26,664
      1,771
      -467
      36,260
      2,411
      135
      165
      63
      121
      426
      -169
      1,025
      209
      2,000
      -31
      -68
      -262
      765
      58
      64
      3,665
      -770
      116
      748
      2,130
      -723
      -13
      -417
      189
      2,970
      4,394
      787
      4,195
      252
      33
      2,264
      -23
      695
      -18
      8,318
      776
      312
      -155
      -245
      -314
      395
      4,428
      -16
      1,010
      -636
      1,271
      541
      430
      -341
      -28
      -72
      301
      1,378
      12,370
      13,058
      8,619
      9,524
      99
      -1,026
      204
      -49
      340
      -253
      -188
      90
      -2,192
      6,809
      22,077
      35,134
      6,983
      554
      60,701
      -25,877
      36,887
      -27,728
      -15,993
      235,164
      25,606
      7,464
      58,999
      67,689
      22,402
      20,216
      -42,244
      15,142
      2,569
      48,242
      -26,251
      -15,311
      -1,415
      116
      529
      -679
      -59
      17,689
      -3,462
      -307
      93
      -5,885
      597
      -22
      156
      5,798
      8,404
      -38
      -2,101
      13,698
      19
      -218
      1,226
      -1,783
      62
      7,622
      -490
      1,045
      1,325
      -3,414
      917
      310
      6,393
      1,558
      248
      2,580
      -613
      23,140
      1,230
      7,303
      -195
      -155
      -886
      -607
      -2,950
      -14,470
      71,415
      16,276
      -12,371
      32,116
      -56,286
      51,142
      -404
      -136
      -1,603
      234
      -376
      3,612
      -75
      -1,362
      2,173
      9,210
      16,333
      -1,927
      11,771
      -2,794
      -769
      509
      17
      -1,178
      492
      86
      10,436
      945
      159
      3,902
      6,271
      -658
      -67
      -34
      -352
      20,695
      10,398
      4,466
      -20,600
      9,832
      5,358
      -6,105
      3,305
      212
      1,891
      -2,345
      -51
      14,482
      -337
      4,286
      820
      -37
      352
      451
      6,439
      1,320
      -14,552
      15,563
      10,848
      -1
      538
      264
      -188
      1,524
      -3,534
      -3,998
      89
      66
      1,484
      307
      5,303
      2,164
      1,051
      -505
      -12
      62
      106
      129
      -401
      1,827
      -3,767
      -2,973
      876
      -453
      5,144
      6,515
      1,335
      402
      -333
      -6
      3,003
      75
      -1,903
      -11,303
      60,025
      19,970
      60
      131
      473
      -4,053
      371
      -153
      -311
      -2,341
      -2,328
      46
      661
      -2,576
      224
      169
      1,320
      7,506
      -6,122
      2,408
      -202
      -1,338
      295
      5
      211
      -2,058
      1,868
      -4,527
      -170
      636
      -1,632
      10,641
      -10,415
      -288
      -213
      -5,005
      11,611
      752
      -39,908
      -54,074
      -8,483
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,339,748
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 26,363
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 26,363
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 26,363
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,532
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 24,532
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,831
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)
MO
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 ofUS BANK NA Telephone no. (888) 265-7962

Located at60 LIVINGSTON AVESAINT PAULMN ZIP+455107
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
US BANK N A TRUSTEE
1 		155,568    
PO BOX 64193
EAGAN,MN55164
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
30,295,380
b
Average of monthly cash balances.......................
1b
517,054
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
30,812,434
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
30,812,434
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
462,187
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,350,247
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,517,512
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
1,517,512
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
26,363
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,363
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,491,149
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,491,149
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
1,491,149
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
1,441,078
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
1,441,078
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 1,491,149
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...... 230,398
b From 2021...... 109,515
c From 2022...... 208,307
d From 2023...... 128,173
e From 2024...... 53,242
f Total of lines 3a through e ........ 729,635
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,441,078
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..... 1,441,078
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 50,071 50,071
(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 5 679,564
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) ... 		180,327
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		499,237
10 Analysis of line 9:
a Excess from 2021 .... 109,515
b Excess from 2022 .... 208,307
c Excess from 2023 .... 128,173
d Excess from 2024 .... 53,242
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CAROL EAVES
US BANK NA PO BOX 387
ST LOUIS,MO63166
(314) 418-1340
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT WWW.POTT FOUNDATION.ORG FOR GRANT APPLICATION FORM
cAny submission deadlines:
PLEASE VISIT WWW.POTTFOUNDATION.ORG FOR GRANT GUIDELINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS EXEMPT UNDER 501(C)(3)
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

BOYS HOPE GIRLS HOPE OF ST LOUIS

8027 ELINOR AVENUE
RICHMOND HEIGHTS,MO63117 		NONE   GENERAL OPERATING 5,000

KIPP ST LOUIS PUBLIC SCHOOLS

SUITE 203
ST LOUIS,MO63013 		NONE   SCHOLARSHIP 10,000

LUTHERAN FAMILY CHILDRENS

9666 OLIVE BLVD SUITE 400
ST LOUIS,MO63132 		NONE   GENERAL OPERATING 7,500

HOME SWEET HOME

290 HANLEY INDUSTRIAL COURT
BRENTWOOD,MO63144 		NONE   SCHOLARSHIP 7,500

SAINT LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		NONE   SCHOLARSHIP 40,000

CHILD CENTER MARYGROVE

2705 MULLANPHY LANE
FLORISSANT,MO630313727 		NONE   GENERAL OPERATING 10,000

WASHINGTON UNIVERSITY IN ST LOUIS

1 BROOKINGS DR
ST LOUIS,MO63130 		NONE   SCHOLARSHIP 75,000

MEMORY CARE HOME SOLUTIONS

4389 W PINE BLVD
SAINT LOUIS,MO631082205 		NONE   GENERAL OPERATING 10,000

BIG BROTHERS BIG SISTERS OF

EASTERN MISSOURI
ST LOUIS,MO63103 		NONE   GENERAL OPERATING 50,000

THE HAVEN OF GRACE

1225 WARREN ST
ST LOUIS,MO63106 		NONE   SCHOLARSHIP 5,000

ALIVE INC

PO BOX 11201
ST LOUIS,MO63105 		NONE   SCHOLARSHIP 7,500

ALMOST HOME

3200 ST VINCENT AVE
ST LOUIS,MO63104 		NONE   SCHOLARSHIP 5,000

BOYS & GIRLS CLUBS OF GREATER ST LOUIS

2901 N GRAND BLVD
St Louis,MO63107 		NONE   GENERAL OPERATING 7,500

HOMEWORKS THE TEACHER HOME
VISIT PROGRAM
5501 DELMAR BLVD SUITE A530
St Louis,MO63112 		NONE   GENERAL OPERATING 15,000

LOGOS SCHOOL

9137 OLD BONHOMME ROAD
Olivette,MO63132 		NONE   SCHOLARSHIP 10,000

UNIVERSITY OF MISSOURI-ST LOUIS

ONE UNIVERSITY BLVD
St Louis,MO63121 		NONE   SCHOLARSHIP 90,000

SPECIAL EDUCATION FOUNDATION FKA

11933 WESTLINE INDUSTRIAL
St Louis,MO63146 		NONE   GENERAL OPERATING 2,500

NORTH SIDE COMMUNITY SCHOOL

3033 N EUCLID AVE
St Louis,MO63115 		NONE   GENERAL OPERATING 15,000

URBAN LEAGUE OF METROPOLITAN SAINT LOUIS

1408 N KINGSHIGHWAY BLVD
St Louis,MO63113 		NONE   GENERAL OPERATING 85,000

BURNS RECOVERED SUPPORT GROUP INC

11710 ADMINISTATION DR - SUITE 2B
ST LOUIS,MO63146 		NONE   GENERAL OPERATING 5,000

CHILDREN'S HOME SOCIETY OF MISSOURI

1167 CORPORATE LAKE DRIVE
ST LOUIS,MO63132 		NONE   GENERAL OPERATING 85,000

CHRISTIAN ACTIVITY CENTER

PO BOX 2525
EAST ST LOUIS,IL62201 		NONE   GENERAL OPERATING 30,000

DELTA GAMMA CENTER FOR- CHILDREN

1750 S BIG BEND BLVD
ST LOUIS,MO63117 		NONE   GENERAL OPERATING 5,000

FOSTER CARE COALITION OF GREATER

1750 S BRENTWOOD BLVD - SUITE 210
ST LOUIS,MO63144 		NONE   SCHOLARSHIP 10,000

GATEWAY TO HOPE

845 NORTH NEW BALLAS COURT-SUITE 38
ST LOUIS,MO63141 		NONE   SCHOLARSHIP 7,500

MIRIAM FOUNDATION

501 BACON AVENUE
ST LOUIS,MO63119 		NONE   GENERAL OPERATING 12,000

RAINBOW VILLAGE PROPERTIES INC

1240 DAUTEL LANE
ST LOUIS,MO63146 		NONE   GENERAL OPERATING 5,000

RANKEN- JORDAN HOME FOR -

11365 DORSETT ROAD
MARYLAND HEIGHTS,MO63043 		NONE   GENERAL OPERATING 40,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 20,000

NPOWER MISSOURI INC

3140 CASS AVE
ST LOUIS,MO63106 		NONE   GENERAL OPERATING 10,000

CONNECTIONS TO SUCCESS

300 LINWOOD BLVD
KANSAS CITY,MO64111 		NONE   GENERAL OPERATING 10,000

UNLEASHING POTENTIAL

1000 N VANDEVENTER AVE 2ND FLOOR
ST LOUIS,MO63113 		NONE   GENERAL OPERATING 10,000

HAVEN HOUSE SAINT LOUIS

25 PROGRESS PKWY
MARYLAND HEIGHTS,MO63043 		NONE   GENERAL OPERATING 5,000

SAINT LOUIS CRISIS NURSERY

2401 N GRAND BLVD
ST LOUIS,MO63106 		NONE   GENERAL OPERATING 30,000

THE WOMENS SAFE HOUSE

PO BOX 63010
SAINT LOUIS,MO63163 		NONE   GENERAL OPERATING 20,000

MIDTOWN NEIGHBORHOOD OPPORTUNITIES

1202 S BOYLE AVE
SAINT LOUIS,MO63110 		NONE   GENERAL OPERATING 10,000

PREVENTED

9355 OLIVE BLVD
SAINT LOUIS,MO63132 		NONE   GENERAL OPERATING 5,000

ST LOUIS AREA FOODBANK INC

70 CORPORATE WOODS DRIVE
BRIDGETON,MO63044 		NONE   GENERAL OPERATING 40,000

ST LOUIS ARC

1177 N WARSON ROAD
ST LOUIS,MO63132 		NONE   GENERAL OPERATING 5,000

A MILLION STARS INC

110 N JEFFERSON AVE
SAINT LOUIS,MO631032207 		NONE   GENERAL OPERATING 15,000

LIFT FOR LIFE GYM

1415 CASS AVE
SAINT LOUIS,MO631063302 		NONE   GENERAL OPERATING 10,000

YOUTH IN NEED

1815 BOONES LICK ROAD
ST CHARLES,MO633012247 		NONE   SCHOLARSHIP 5,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 35,000

PARAQUAD INC

5240 OAKLAND AVE
SAINT LOUIS,MO631101436 		NONE   GENERAL OPERATING 7,500

AFFTON CHRISTIAN FOOD PANTRY

4960 HEEGE RD
AFFTON,MO631234707 		NONE   GENERAL OPERATING 10,000

CITY ACADEMY INC

4175 N KINGSHIGHWAY BLVD
SAINT LOUIS,MO631151733 		NONE   GENERAL OPERATING 15,000

STS JOACHIM AND ANN CARE SERVICE

4116 MCCLAY RD
SAINT CHARLES,MO633047918 		NONE   GENERAL OPERATING 10,000

RANKEN TECHNICAL COLLEGE

4431 FINNEY AVE
SAINT LOUIS,MO631132811 		NONE   SCHOLARSHIP 20,000

GUARDIAN ANGEL SETTLEMENT ASSOCIATION

1127 N VANDEVENTER AVE
SAINT LOUIS,MO631133427 		NONE   GENERAL OPERATING 20,000

ST VINCENT

1000 ROSATI CT
PERRYVILLE,MO637752319 		NONE   GENERAL OPERATING 15,000

EMMAUS HOMES INC

3731 MUELLER RD
SAINT CHARLES,MO633018043 		NONE   GENERAL OPERATING 15,000

SHERWOOD FOREST CAMP INC

2708 SUTTON BLVD
SAINT LOUIS,MO631433008 		NONE   GENERAL OPERATING 5,000

ST JOSEPH INSTITUTE FOR THE DEAF

9192 WALDEMAR RD
INDIANAPOLIS,IN462681131 		NONE   GENERAL OPERATING 5,000

EVANGELICAL CHILDRENS HOME

8240 SAINT CHARLES ROCK RD
SAINT LOUIS,MO631144508 		NONE   GENERAL OPERATING 10,000

ST LOUIS CHILDRENS HOSPITAL

1 CHILDRENS PL
SAINT LOUIS,MO631101002 		NONE   GENERAL OPERATING 10,000

CENTRAL INSTITUTE FOR THE DEAF

825 S TAYLOR AVE
SAINT LOUIS,MO631101567 		NONE   GENERAL OPERATING 4,000

SOUTHSIDE EARLY CHILDHOOD CENTER

2101 S JEFFERSON AVE
SAINT LOUIS,MO631042209 		NONE   GENERAL OPERATING 7,500

MARY RYDER HOME

4361 OLIVE ST
SAINT LOUIS,MO631082621 		NONE   GENERAL OPERATING 5,000

CORNERSTONE CENTER FOR EARLY LEARNING IN

3901 RUSSELL BLVD
SAINT LOUIS,MO631103709 		NONE   GENERAL OPERATING 10,000

CARONDELET COMMUNITY BETTERMENT FEDERATI

6408 MICHIGAN AVE
SAINT LOUIS,MO631112801 		NONE   GENERAL OPERATING 50,000

LEMAY CHILD AND FAMILY CENTER

9828 S BROADWAY
SAINT LOUIS,MO631252749 		NONE   GENERAL OPERATING 4,000

NAMI ST LOUIS

12125 WOODCREST EXECUTIVE DR STE 2
SAINT LOUIS,MO631415001 		NONE   GENERAL OPERATING 10,000

RONALD MCDONALD HOUSE CHARITIES OF ST LO

4321 CHOUTEAU AVE
SAINT LOUIS,MO631101605 		NONE   GENERAL OPERATING 5,000

PONY BIRD INCORPORATED

1615 VINE SCHOOL RD
HERCULANEUM,MO630481590 		NONE   GENERAL OPERATING 10,000

INDEPENDENCE CENTER

4245 FOREST PARK AVE
SAINT LOUIS,MO631082810 		NONE   GENERAL OPERATING 15,000

OUR LADYS INN

4223 S COMPTON AVE
SAINT LOUIS,MO631111129 		NONE   GENERAL OPERATING 7,500

OPERATION FOOD SEARCH INC

1644 LOTSIE BLVD
SAINT LOUIS,MO631321444 		NONE   GENERAL OPERATING 35,000

ST PATRICK CENTER

20 ARCHBISHOP MAY DR
SAINT LOUIS,MO631195738 		NONE   GENERAL OPERATING 30,000

GOOD SHEPHERD CHILDREN --

1340 PARTRIDGE AVENUE
ST LOUIS,MO63130 		NONE   GENERAL OPERATING 7,500

DUO DOGS INC

10955 LINPAGE PL
SAINT LOUIS,MO631321006 		NONE   GENERAL OPERATING 5,000

FOOD OUTREACH INC

3117 OLIVE ST
SAINT LOUIS,MO631031212 		NONE   GENERAL OPERATING 25,000

LIFT FOR LIFE ACADEMY

1731 S BROADWAY
SAINT LOUIS,MO631044050 		NONE   GENERAL OPERATING 10,000

CAMP RAINBOW FOUNDATION

108 MATRIX COMMONS DR
FENTON,MO630262935 		NONE   GENERAL OPERATING 5,000

NURSES FOR NEWBORNS

3 SUNNEN DR
SAINT LOUIS,MO631433800 		NONE   GENERAL OPERATING 10,000

CARDINAL GLENNON CHILDRENS FOUNDATION

3800 PARK AVE
SAINT LOUIS,MO631102514 		NONE   GENERAL OPERATING 5,000

CASA OF ST LOUIS

105 S CENTRAL AVE
SAINT LOUIS,MO631051704 		NONE   GENERAL OPERATING 5,000

COVENANT HOUSE MISSOURI

2727 N KINGSHIGHWAY BLVD
SAINT LOUIS,MO631131006 		NONE   GENERAL OPERATING 15,000

READY READERS

10403 BAUR BLVD STE H
SAINT LOUIS,MO631321910 		NONE   GENERAL OPERATING 5,000

LOYOLA ACADEMY OF SAINT LOUIS

3851 WASHINGTON AVE
SAINT LOUIS,MO63108 		NONE   GENERAL OPERATING 15,000

ST LOUIS COUNTY LIBRARY FOUNDATION

1412 S SPOEDE RD
SAINT LOUIS,MO631312557 		NONE   GENERAL OPERATING 15,000

MARIAN MIDDLE SCHOOL

4130 WYOMING ST
SAINT LOUIS,MO631163935 		NONE   GENERAL OPERATING 15,000

VARIETY THE CHILDRENS CHARITY OF ST LOUI

11840 WESTLINE INDUSTRIAL DRIVE 220
SAINT LOUIS,MO631463329 		NONE   GENERAL OPERATING 15,000

FLANCE MANAGEMENT INC

1908 OFALLON ST
SAINT LOUIS,MO631063232 		NONE   GENERAL OPERATING 5,000

GOT YOUR SIX SUPPORT DOGS

407 BELTLINE RD 352
COLLINSVILLE,IL622344407 		NONE   GENERAL OPERATING 20,000

BEYOND HOUSING INC

6506 WRIGHT WAY
SAINT LOUIS,MO631213209 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 1,410,000
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 ....     14 763,687  
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 1,339,748  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 582  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,104,017  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,104,017
(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:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 15,510     15,510

TY 2025 InvestmentsCorpBondsSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Name of Bond End of Year Book Value End of Year Fair Market Value
912810FA1 U S TREASURY BD 425,250 418,092

TY 2025 InvestmentsCorpStockSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Name of Stock End of Year Book Value End of Year Fair Market Value
874039100 TAIWAN SEMICONDUCTOR 5,673 139,486
001317205 AIA GROUP LTD ADR 42,417 83,004
009126202 AIR LIQUIDE S A A D 9,330 32,827
23304Y100 DBS GROUP HLDGS LTD 82,548 220,215
87184P109 SYSMEX CORP UNSPON A 43,340 29,708
015393101 ALFA LAVAL AB A D R 27,112 61,689
049255706 ATLAS COPCO AB SPONS 8,406 29,122
87155N109 SYMRISE AG UNSPON A 15,998 23,500
641069406 NESTLE SA SPONSORED    
83569C102 SONOVA HOLDING UNSPO 7,035 21,606
136375102 CANADIAN NATL RAILWA 7,940 21,549
502117203 LOREAL UNSPON A D R 28,725 74,002
M22465104 CHECK POINT SOFTWARE 78,327 118,573
771195104 ROCHE HOLDINGS LTD S 187,196 261,666
05946K101 BANCO BILBAO VIZCAYA 87,649 168,112
237545108 DASSAULT SYSTEMES SA 6,978 24,737
803054204 SAP SE SPON ADR A D    
40415F101 HDFC BANK LTD A D R 73,639 93,177
45662N103 INFINEON TECHNOLOGIE    
500458401 KOMATSU LTD SPONS A    
344419106 FOMENTO ECONOMICO ME 68,215 84,292
02319V103 AMBEV SA SPN A D R    
670108109 NOVONESIS NOVOZYMES 17,894 21,885
80687P106 SCHNEIDER ELECT SE U 50,948 79,325
72341E304 PING AN INSURANCE AD 31,085 23,861
767204100 RIO TINTO PLC A D R 47,455 66,185
171269103 CHUGAI PHARMACEUTIC 39,665 73,898
29429L105 EPIROC AB UNSP A D R    
88032Q109 TENCENT HLDGS LTD A 89,968 115,284
90460M204 UNI CHARM CORPORATIO 41,669 21,454
824667109 SHIONOGI CO LTD UNSP 31,578 30,074
88339J105 TRADE DESK INC THE C    
375558103 GILEAD SCIENCES INC    
808513105 SCHWAB CHARLES CORP 47,780 78,729
060505104 BANK OF AMERICA CORP 122,158 233,860
893641100 TRANSDIGM GROUP INC 49,818 71,812
79466L302 SALESFORCE COM INC    
91324P102 UNITEDHEALTH GROUP I 240,307 212,921
28176E108 EDWARDS LIFESCIENCES    
46625H100 JPMORGAN CHASE CO 115,659 348,964
30303M102 META PLATFORMS INC 261,873 374,271
931142103 WALMART INC COM 28,474 71,080
78409V104 S P GLOBAL INC COM 41,390 67,414
018820100 ALLIANZ SE UNSP A D 29,328 114,494
22160K105 COSTCO WHSL CORP 79,706 101,756
037833100 APPLE INC COM 287,149 647,842
15135B101 CENTENE CORP COM    
03027X100 AMERICAN TOWER CORP 158,784 139,227
217204106 COPART INC COM    
57636Q104 MASTERCARD INC 85,536 153,567
461202103 INTUIT COM 194,996 197,401
H01301128 ALCON INC 28,187 35,386
56585A102 MARATHON PETROLEUM C 6,932 39,519
012653101 ALBEMARLE CORP    
G5960L103 MEDTRONIC PLC SHS 130,294 139,479
594918104 MICROSOFT CORP COM 510,523 955,150
87612E106 TARGET CORP COM    
81762P102 SERVICENOW INC 99,340 137,105
00783V104 ADYEN NV UNSPON A D 21,655 39,158
02079K305 ALPHABET INC CL A 297,552 893,615
023135106 AMAZON.COM INC 214,317 309,760
26876F102 ENN ENERGY HOLDINGS    
855244109 STARBUCKS CORP COM 76,771 68,968
717081103 PFIZER INC    
031162100 AMGEN INC 71,482 110,631
438516106 HONEYWELL INTL INC 76,825 88,181
65339F101 NEXTERA ENERGY INC 230,560 224,142
086516101 BEST BUY CO INC 94,663 70,745
002824100 ABBOTT LABORATORIES 64,125 66,404
12572Q105 CME GROUP INC    
92343V104 VERIZON COMMUNICATIO    
088606108 B H P BILLITON LIMIT    
20030N101 COMCAST CORP CLASS A 153,477 97,023
715684106 P T TELEKOMUNIKASI I 37,795 33,596
98954M101 ZILLOW GROUP INC    
G1151C101 ACCENTURE PLC IRELAN 155,107 123,150
67066G104 NVIDIA CORP COM 169,227 592,884
92826C839 VISA INC    
437076102 HOME DEPOT INC 267,669 271,495
882508104 TEXAS INSTRS INC COM 95,670 89,694
40523H106 HAIER SMART HOME CO 33,569 33,476
17275R102 CISCO SYSTEMS INC 63,337 94,054
138006309 CANON INC SPONS A D 89,203 104,696
233802107 DAIFUKU CO LTD UNSP 22,778 35,308
007903107 ADVANCED MICRO DEVIC 89,388 163,190
609207105 MONDELEZ INTL INC CL 131,604 116,488
48268K101 KT CORP SP A D R 50,137 71,403
500467501 KONINKLIJKE AHOLD DE 65,515 94,930
60687Y109 MIZUHO FNL GRP A D R 18,842 24,851
372303206 GENMAB A S SP A D R 67,424 59,567
697435105 PALO ALTO NETWORKS I 81,141 101,310
00202F102 A P MOLLER MAERSK A 56,241 51,251
433578507 HITACHI LTD A D R    
654624105 NTT INC A D R 81,366 66,830
977874205 WOLTERS KLUWER NV SP 30,455 26,097
56501R106 MANULIFE FINANCIAL C 31,390 65,195
759530108 RELX PLC SPON A D R    
00287Y109 ABBVIE INC 76,893 116,758
04623U102 ASTELLAS PHARMA INC 12,380 12,891
82455C101 SHIMANO INC A D R    
606776201 MITSUBISHI ELECTRIC 17,746 50,982
66987V109 NOVARTIS AG A D R 201,040 237,550
617446448 MORGAN STANLEY 68,114 162,085
00724F101 ADOBE SYS INC    
032654105 ANALOG DEVICES INC 83,665 128,820
559222401 MAGNA INTL INC CL    
907818108 UNION PACIFIC CORP C 35,754 40,250
780259305 SHELL PLC SPON A D R 134,141 157,982
226718104 CRITEO SA SPON A D R 28,579 23,495
000375204 ABB LTD A D R 83,665 158,222
045387107 ASSA ABLOY AB A D R 22,932 40,223
05278C107 AUTOHOME INC A D R 24,503 20,123
166764100 CHEVRON CORP COM 109,075 112,936
204409601 CEMIG SA A D R    
20825C104 CONOCOPHILLIPS 65,876 64,685
235851102 DANAHER CORP 118,752 131,171
29286D105 ENGIE A D R 15,969 24,589
30215C101 EXPERIAN GROUP LTD A 5,660 6,233
359590304 FUJITSU LTD UNSPON A 25,172 46,369
405552100 HALEON PLC SPON ADS 54,987 63,218
423403104 HELLO GROUP INC A D 14,712 12,877
455793109 INDITEX UNSPON A D R    
456788108 INFOSYS LTD SP A D R    
46591M109 JOYY INC A D R 11,781 23,443
502431109 L3HARRIS TECHNOLOGIE 93,312 142,381
550021109 LULULEMON ATHLETICA    
653656108 NICE SYS LTD SPONSOR 80,134 69,294
654445303 NINTENDO LTD A D R 11,778 18,968
74340W103 PROLOGIS INC 154,453 172,724
747525103 QUALCOMM INC COM 74,619 107,762
78440P306 SK TELECOM LTD A D R    
786584102 SAFRAN SA UNSPON A D 39,154 45,875
806857108 SCHLUMBERGER LTD COM 108,047 97,063
82706C108 SILICON MOTION TECHN 3,934 6,860
835699307 SONY GROUP CORPORATI 46,994 65,152
90353T100 UBER TECHNOLOGIES IN 33,732 89,881
911312106 UNITED PARCEL SERVIC    
92763W103 VIPSHOP HOLDINGS LTD 24,879 32,160
97651M109 WIPRO LIMITED A D R    
G2519Y108 CREDICORP LTD 29,705 52,521
G54950103 LINDE PLC 79,694 105,745
L8681T102 SPOTIFY TECHNOLOGY S    
M2682V108 CYBER ARK SOFTWARE L    
M7S64H106 MONDAY COM LTD    
00687A107 ADIDAS AG A D R    
01609W102 ALIBABA GROUP HLDG L    
054536107 AXA SPONS A D R    
090040106 BILIBILI INC A D R    
09290D101 BLACKROCK INC COM 106,464 186,239
127097103 COTERRA ENERGY INC 49,026 50,745
19624Y200 COLOPLAST A S A D R 24,799 17,289
25461D100 DISCO CORP A D R 110,114 112,367
294821608 ERICSSON LM TEL SP A 107,799 129,262
36118L106 FUTU HOLDINGS LTD A 9,965 8,867
40052P107 GRUPO FIN BANORTE SP 25,536 31,659
42550U109 HENKEL AG COMPANY KG 23,334 23,453
43289P106 HIMAX TECHNOLOGIES I 5,421 5,299
45262P102 IMPERIAL BRANDS PLC 10,581 13,695
47215P106 JD COM INC A D R    
48667L106 KDDI CORP ADR 20,144 21,664
553491101 MS D INSURANCE UNSPO 5,882 8,435
58733R102 MERCADOLIBRE INC 125,416 120,856
639057207 NATWEST GROUP PLC SP 41,116 61,495
65535H208 NOMURA HOLDINGS INC 7,253 10,613
684060106 ORANGE SPON A D R 4,359 6,326
686330101 ORIX CORP SPONS A D 17,221 23,113
75629J101 RECRUIT HOLDINGS CO 12,588 12,454
780641205 KONINKLIJKE ROYAL KP 12,211 15,117
80105N105 SANOFI A D R 10,488 10,274
81141R100 SEA LTD ADR 31,313 21,177
871607107 SYNOPSYS INC 108,598 102,399
874060205 TAKEDA PHARMACEUTICA 49,079 52,071
87873R101 TECHTRONIC INDUSTRIE 47,965 39,097
88706T108 TIM S A SPNDR A D R 5,679 5,874
89677Q107 TRIP COM GROUP LTD A    
911271302 UNITED OVERSEAS BK L 31,343 37,618
92857W308 VODAFONE GROUP PLC A    
98980A105 ZTO EXPRESS CAYMAN I    
G3265R107 APTIV PLC COM SHS    
G4124C109 GRAB HOLDINGS LIMITE    
G89479102 TORM PLC SHS CL A    
G98196101 WNS HLDGS LTD COM SH    
M98068105 WIX COM LTD 15,727 12,986
Y1771G102 COSTAMARE INC    
00215W100 ASE TECHNOLOGY HOLDI 25,607 29,334
04016X101 ARGENX SE A D R 22,267 26,069
04351P101 ASCENDIS PHARMA A S 5,872 6,397
04965M106 ATOUR LIFESTYLE HOLD 6,274 6,028
05565A202 BNP PARIBAS A D R 7,721 9,338
05722G100 BAKER HUGHES COMPANY 57,787 56,515
05964H105 BANCO SANTANDER SA A 24,531 26,498
06738E204 BARCLAYS PLC A D R 14,930 15,270
11135F101 BROADCOM INC 246,032 290,378
14040H105 CAPITAL ONE FINL COR 76,342 88,704
14448C104 CARRIER GLOBAL CORPO 62,072 40,792
16411R208 CHENIERE ENERGY INC 44,480 37,906
169656105 CHIPOTLE MEXICAN GRI 56,016 52,947
204448104 MINAS BUENAVENTURA A 38,820 41,940
20449X401 COMPASS GROUP PLC A 31,182 29,079
210919106 CONTEMPORARY AMPEREX 60,356 60,305
23341C103 DNB BANK ASA SPONSOR 5,210 6,433
23636T100 DANONE SPON A D R 4,541 6,134
23703Q203 DAQO NEW ENERGY CORP 6,041 5,045
237194105 DARDEN RESTAURANTS I 66,983 60,911
24703L202 DELL TECHNOLOGIES IN 71,913 70,996
251566105 DEUTSCHE TELEKOM AG 28,137 25,473
268780103 E ON AG A D R 5,440 6,250
29429L402 EPIROC AKTIEBOLAG SP 18,064 42,300
29444U700 EQUINIX INC 43,987 42,139
31428X106 FED EX CORP 50,974 62,971
37733W204 GSK PLC SPONSORED A 54,287 55,121
40049J206 GRUPO TELEVISA SA SP 13,864 17,443
404280406 HSBC HOLDINGS PLC SP 51,950 56,406
413216300 HARMONY GOLD MNG LTD 12,687 12,239
43858F109 HONG KONG EXCHANGES 13,205 12,717
44332N106 HUAZHU GROUP LTD A D 31,760 30,959
456837103 I N G GROEP NV SPONS 91,382 117,460
46120E602 INTUITIVE SURGICAL I 77,789 93,449
482480100 KLA CORP COM NEW 83,592 109,357
48553T106 KANZHUN LTD A D R 54,470 51,684
500472303 KONINKLIJKE PHILIPS 7,116 6,608
51809L109 LASTERTEC CORP A D R 74,283 72,181
52660W101 LEONARDO S P A UNSPN 14,086 14,953
532457108 ELI LILLY CO 137,741 182,696
539439109 LLOYDS BANKING GROUP 31,031 41,987
55379N106 M3 INC A D R 29,412 25,794
565394103 MAPLEBEAR INC COM 53,375 56,675
585464100 MELCO CROWN ENTERTAI 21,077 22,120
595112103 MICRON TECHNOLOGY IN 63,392 191,225
64110L106 NETFLIX.COM INC 90,710 72,195
64110W102 NETEASE INC A D R 53,667 71,150
674388103 OBIC CO LTD A D R 41,335 35,811
679295105 OKTA INC 117,555 107,223
783513203 RYANAIR HOLDINGS PLC 29,642 37,972
78437M100 S F HLDG CO LTD A D 26,490 23,608
824596100 SHINHAN FINANCIAL GR 21,385 22,042
82621A104 SIEMENS ENERGY AG A 22,463 29,992
82929R304 SINGAPORE TELECOMMUN 29,265 33,250
83364L109 SOCIETE GENERALE SPO 6,327 6,379
83571B100 SONY FINANCIAL GROUP 2,609 2,662
853254100 STANDARD CHARTERED U 6,845 7,073
872540109 TJX COMPANIES INC 111,732 137,020
872590104 T -MOBILE US INC 53,353 45,481
874080104 TAL EDUCATION GROUP 6,220 6,121
87422Q109 TALEN ENERGY CORP CO 59,605 62,973
88031M109 TENARIS SA ADR 6,083 6,037
889110102 TOKYO ELECTRON LTD A 6,034 5,999
910873405 UNITED MICROELECTRON 6,228 6,036
922475108 VEEVA SYSTEMS INC-CL 39,472 29,913
92537N108 VERTIV HOLDINGS CO 109,405 125,882
949746101 WELLS FARGO CO NEW C 104,651 115,848
981064108 WOORI FINANCIAL SPON 19,651 25,338
G29183103 EATON CORP PLC SHS 104,014 84,405
M0854Q105 ALLOT COMMUNICATIONS 9,094 15,571
M87915274 TOWER SEMICONDUCTOR 41,462 46,498
N07059210 ASML HOLDING NV NY R 145,294 180,806

TY 2025 InvestmentsOtherSchedule2
Name:
POTT FOUNDATION
EIN:
43-6041541
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
949915482 ALLSPRING SPECIAL MI AT COST 1,892,722 1,812,565
316146182 FIDELITY SMALL CAP I AT COST 1,275,179 1,362,389
808524847 SCHWAB US REIT ETF AT COST 843,872 922,732
31420B300 FEDERATED HERMES INS AT COST 1,528,737 1,425,338
46434G103 ISHARES CORE MSCI EM AT COST 1,217,123 1,768,222
464287226 ISHARES CORE U.S. AG AT COST 2,505,589 2,524,267
56064L298 NYLI CBRE GLOBAL INF AT COST 586,132 589,718
22544R305 CREDIT SUISSE COMMOD      
464287804 ISHARES CORE S P SMA AT COST 100,089 113,570
74440B884 PGIM TOTAL RETURN BO AT COST 923,000 920,732
779556406 ROWE T PRICE MID CAP AT COST 2,071,000 1,890,564
464287507 ISHARES CORE SP MID- AT COST 300,000 296,274

TY 2025 OtherAssetsSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 13,861 17,164 17,164


TY 2025 OtherDecreasesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 424
COST BASIS ADJUSTMENT 651
WASH SALE ADJUSTMENT 6,336


TY 2025 OtherExpensesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 11 0   11
ADR FEES 7,045 7,045   0


TY 2025 OtherIncomeSchedule2
Name:
POTT FOUNDATION
EIN:
43-6041541
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 582 582  


TY 2025 OtherProfessionalFeesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 18,714 18,714    


TY 2025 TaxesSchedule
Name:
POTT FOUNDATION
EIN:
43-6041541
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 28,272 28,272   0
FEDERAL TAX PAYMENT - PRIOR YE 2,519 0   0
FEDERAL ESTIMATES - PRINCIPAL 24,532 0   0
FOREIGN TAXES ON NONQUALIFIED 3,376 3,376   0