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
MURIEL WHITESIDE CHARITABLE TR
 
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

41-6370669
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)$33,055,203J 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... 780,306 769,590  
5a Gross rents............ 1,522,546 1,522,546  
b Net rental income or (loss) 1,330,608
6a Net gain or (loss) from sale of assets not on line 10 193,972
b Gross sales price for all assets on line 6a 386,033
7 Capital gain net income (from Part IV, line 2)... 193,972
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
1,024 1,024  
12 Total. Add lines 1 through 11........ 2,497,848 2,487,132  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 278,897 223,118   55,779
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,837 0 0 29,837
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,050 0 0 2,050
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,642 3,642   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,021 16,298   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
194,395 192,532   1,863
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 544,842 435,590 0 89,529
25 Contributions, gifts, grants paid....... 1,685,265 1,685,265
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,230,107 435,590 0 1,774,794
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,741
b Net investment income (if negative, enter -0-) 2,051,542
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............. 8    
2 Savings and temporary cash investments......... 26,381 257,946 257,946
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)....... 2,468,002 Click to see attachment
List of Attached Documents:
// Content
2,512,772 		9,550,978
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,173,149 Click to see attachment
List of Attached Documents:
// Content
13,163,704 		23,234,772
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
10,751 		Click to see attachment
List of Attached Documents:
// Content
11,507 		Click to see attachment
List of Attached Documents:
// Content
11,507
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,678,291 15,945,929 33,055,203
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........ 15,678,291 15,945,929
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)..... 15,678,291 15,945,929
30 Total liabilities and net assets/fund balances (see instructions). 15,678,291 15,945,929
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
15,678,291
2
Enter amount from Part I, line 27a .....................
2
267,741
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
140
4
Add lines 1, 2, and 3 ..........................
4
15,946,172
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
243
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
15,945,929
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 41. BOOZ ALLEN HAMILTON HOLDING   2022-07-19 2025-02-26
b 26. LOCKHEED MARTIN CORP COM     2025-02-26
c 10. UNITEDHEALTH GROUP INC COM     2025-02-26
d 22. BROADCOM INC   2017-02-14 2025-03-11
e 1. WAL MART STORES INC   2025-02-26 2025-03-11
22. WAL MART STORES INC   2023-11-20 2025-03-11
46. CHEVRONTEXACO CORP     2025-03-25
26. E O G RES INC     2025-03-25
8. GENUINE PARTS COMPANY   2024-05-21 2025-04-08
34. GENUINE PARTS COMPANY     2025-04-08
6. MICROSOFT CORP   2024-11-19 2025-04-08
4. MICROSOFT CORP     2025-04-08
72. PPG INDS INC     2025-04-08
4. ABBVIE INC   2024-12-23 2025-04-22
19. ABBVIE INC     2025-04-22
53. COCA COLA COMPANY     2025-04-22
38. MERCK CO INC     2025-04-22
3. VALERO ENERGY CORP COM   2024-10-09 2025-04-22
19. VALERO ENERGY CORP COM     2025-04-22
24. GENERAL MLS INC COM   2024-12-17 2025-05-21
28. GENERAL MLS INC COM   2024-04-09 2025-05-21
14. TEXAS INSTRS INC COM   2017-02-14 2025-05-21
20. UNITEDHEALTH GROUP INC COM     2025-05-21
28. ABBVIE INC     2025-06-26
26. BECTON DICKINSON AND CO     2025-06-26
17. MARSH MCLENNAN COS INC   2017-02-14 2025-06-26
47. WAL MART STORES INC     2025-06-26
7. AUTOMATIC DATA PROCESSING   2024-04-25 2025-06-30
32. BROADCOM INC   2017-02-14 2025-06-30
9. HOME DEPOT INC     2025-06-30
33. ISHARES CORE S P 500 ETF   2019-08-12 2025-06-30
7. TRANE TECHNOLOGIES PLC     2025-06-30
124. COMCAST CORP CLASS A     2025-07-29
76. CISCO SYSTEMS INC     2025-08-14
22. J P MORGAN CHASE & CO     2025-08-14
21. LAM RESEARCH CORP   2019-01-22 2025-08-14
28. ACCENTURE PLC IRELAND SHS CLASS A     2025-08-14
29. EXXON MOBIL CORP   2025-03-25 2025-08-27
9. EXXON MOBIL CORP   2023-10-10 2025-08-27
105. GENERAL MLS INC COM     2025-08-27
6. HOME DEPOT INC   2017-02-14 2025-08-27
29. WAL MART STORES INC     2025-08-27
26. E O G RES INC   2020-12-08 2025-09-24
37. HONEYWELL INTL INC     2025-09-24
57. WELLS FARGO CO NEW COM     2025-09-24
53. E O G RES INC   2020-12-08 2025-10-08
98. BRISTOL MYERS SQUIBB CO     2025-11-04
.25 SOLSTICE ADV MATL COM   2016-06-10 2025-11-14
.25 SOLSTICE ADV MATL COM   2017-02-14 2025-11-14
41. BLACKSTONE GROUP INC CLASS A   2022-12-21 2025-11-18
16. BROADCOM INC   2017-02-14 2025-11-18
7. CUMMINS INC COM   2017-05-02 2025-11-18
10. MICROSOFT CORP   2017-02-14 2025-11-18
8. NORTHROP GRUMMAN CORPORATION   2021-12-22 2025-11-18
16. SOLSTICE ADV MATL COM   2017-02-14 2025-11-18
8. EATON CORP PLC SHS   2025-03-25 2025-11-18
7. MICROSOFT CORP   2017-02-14 2025-12-16
78. PUBLIC SVC ENTERPRISE GROUP INC   2024-04-09 2025-12-16
2. ACCENTURE PLC IRELAND SHS CLASS A   2025-04-08 2025-12-16
11. ACCENTURE PLC IRELAND SHS CLASS A     2025-12-16
21. ABBOTT LABORATORIES   2025-06-26 2025-12-29
10. ABBOTT LABORATORIES   2021-09-01 2025-12-29
20. LAM RESEARCH CORP   2024-10-09 2025-12-29
17. MARSH MCLENNAN COS INC     2025-12-29
17. EATON CORP PLC SHS     2025-12-29
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 4,649   3,728 921
b 11,494   7,368 4,126
c 4,623   5,791 -1,168
d 4,169   452 3,717
e 88   97 -9
1,938   1,143 795
7,614   6,553 1,061
3,322   1,834 1,488
901   1,210 -309
3,830   5,542 -1,712
2,183   2,499 -316
1,456   788 668
6,831   10,132 -3,301
695   708 -13
3,302   2,754 548
3,920   3,045 875
2,982   2,595 387
339   417 -78
2,146   2,446 -300
1,292   1,588 -296
1,507   1,948 -441
2,654   1,058 1,596
6,136   10,905 -4,769
5,235   3,410 1,825
4,409   6,370 -1,961
3,670   1,222 2,448
4,522   2,398 2,124
2,132   1,722 410
8,792   657 8,135
3,289   2,742 547
20,446   9,616 10,830
3,038   1,151 1,887
4,122   5,105 -983
5,244   3,405 1,839
6,419   3,418 3,001
2,233   292 1,941
6,842   9,310 -2,468
3,251   3,378 -127
1,009   1,001 8
5,152   6,940 -1,788
2,451   846 1,605
2,783   1,423 1,360
3,070   1,351 1,719
7,746   6,177 1,569
4,794   2,847 1,947
5,821   2,755 3,066
4,467   5,723 -1,256
11   7 4
11   7 4
5,659   2,926 2,733
5,535   329 5,206
3,274   1,120 2,154
4,923   644 4,279
4,572   3,038 1,534
671   447 224
2,726   2,400 326
3,323   451 2,872
6,236   5,232 1,004
543   577 -34
2,984   3,541 -557
2,621   2,804 -183
1,248   1,269 -21
3,506   1,648 1,858
3,184   2,893 291
5,478   4,868 610
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
      130,520
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       921
b       4,126
c       -1,168
d       3,717
e       -9
      795
      1,061
      1,488
      -309
      -1,712
      -316
      668
      -3,301
      -13
      548
      875
      387
      -78
      -300
      -296
      -441
      1,596
      -4,769
      1,825
      -1,961
      2,448
      2,124
      410
      8,135
      547
      10,830
      1,887
      -983
      1,839
      3,001
      1,941
      -2,468
      -127
      8
      -1,788
      1,605
      1,360
      1,719
      1,569
      1,947
      3,066
      -1,256
      4
      4
      2,733
      5,206
      2,154
      4,279
      1,534
      224
      326
      2,872
      1,004
      -34
      -557
      -183
      -21
      1,858
      291
      610
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 193,972
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 28,516
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 28,516
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 28,516
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,328
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 6,328
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 22,188
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)
MN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care 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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES H STEWART CO-TRUSTEE
1 		47,803    
302 W SUPERIOR ST STE 700
DULUTH,MN55802
US BANK N A TRUSTEE
1 		231,094    
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
31,927,823
b
Average of monthly cash balances.......................
1b
347,047
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
32,274,870
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
32,274,870
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
484,123
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,790,747
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,589,537
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
1,589,537
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
28,516
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,516
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,561,021
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,561,021
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
1,561,021
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
1,774,794
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
1,774,794
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 1,561,021
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...... 0
b From 2021...... 0
c From 2022...... 141,652
d From 2023...... 295,461
e From 2024...... 91,249
f Total of lines 3a through e ........ 528,362
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,774,794
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..... 1,561,021
e Remaining amount distributed out of corpus 213,773
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 742,135
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		742,135
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 141,652
c Excess from 2023 .... 295,461
d Excess from 2024 .... 91,249
e Excess from 2025 .... 213,773
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN CANCER SOCIETY

ATTNNATIONAL OFFICE OF PROBATE
HAGERSTOWN,MD21741 		NONE   GENERAL OPERATING 33,705

PILGRIM CONGREGATIONAL CHURCH

2310 E 4TH ST
DULUTH,MN55812 		NONE   GENERAL OPERATING 33,705

DULUTH AREA FAMILY YMCA

302 W 1ST ST
DULUTH,MN55802 		NONE   GENERAL OPERATING 263,656

DULUTH SUPERIOR SYMPHONY ASSOCIATION

506 W MICHIGAN ST
DULUTH,MN55802 		NONE   GENERAL OPERATING 33,705

HEAD OF THE LAKES UNITED WAY

432 W SUPERIOR ST STE 402
DULUTH,MN55802 		NONE   GENERAL OPERATING 101,116

WDSE-WRPT

632 NIAGARA COURT
DULUTH,MN55811 		NONE   GENERAL OPERATING 33,705

ANIMAL ALLIES HUMANE SOCIETY

4006 AIRPORT RD
DULUTH,MN55811 		NONE   GENERAL OPERATNG 117,969

BOYS & GIRLS CLUBS OF THE NORTHLAND

PO BOX 16435
DULUTH,MN55816 		NONE   GENERAL OPERATING 257,670

THE DEPOT FOUNDATION

506 W MICHIGAN ST
DULUTH,MN55802 		NONE   GENERAL OPERATING 117,969

ST LUKE'S HOSPITAL

915 E 1ST ST
DULUTH,MN55805 		NONE   GENERAL OPERATING 235,937

YWCA DULUTH

32 E 1ST ST
DULUTH,MN55802 		NONE   GENERAL OPERATING 220,191

UNIVERSITY OF MARYLAND SCHOOL
OF MEDICINE
685 W BALTIMORE ST
BALTIMORE,MD21201 		NONE   GENERAL OPERATING 235,937
Total ................................. 3a 1,685,265
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 ....     14 780,306  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,330,608  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 193,972  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 330  
bFROM PARTNERSHIP/S     1 694  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,305,910  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,305,910
(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:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,050     2,050

TY 2025 InvestmentsCorpStockSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Name of Stock End of Year Book Value End of Year Fair Market Value
30231G102 EXXON MOBIL CORP 53,955 103,613
68389X105 ORACLE CORPORATION 41,538 506,766
125896100 C M S ENERGY CORP 3,346 5,455
949746101 WELLS FARGO CO NEW C 46,294 137,470
126650100 CVS HEALTH CORP 37,696 64,202
037833100 APPLE INC COM 18,923 295,784
760759100 REPUBLIC SVCS INC 25,796 254,316
17275R102 CISCO SYSTEMS INC 101,287 271,916
65339F101 NEXTERA ENERGY INC 30,012 102,758
907818108 UNION PACIFIC CORP C 20,594 53,898
539830109 LOCKHEED MARTIN CORP 23,786 43,530
233331107 D T E ENERGY CO 15,206 27,602
247361702 DELTA AIR LINES INC 11,587 20,057
98956P102 ZIMMER BIOMET HOLDIN 18,435 22,480
695156109 PACKAGING CORP AMERI 4,448 7,218
22160K105 COSTCO WHSL CORP 30,886 517,404
438516106 HONEYWELL INTL INC 16,960 38,628
40434L105 HP INC 34,791 52,358
493267108 KEYCORP 15,424 25,346
571748102 MARSH MCLENNAN COS I 4,961 12,801
20030N101 COMCAST CORP CLASS A 21,374 18,113
337738108 FISERV INC 17,382 107,472
594918104 MICROSOFT CORP COM 111,184 1,676,711
654106103 NIKE INC 22,554 95,565
458140100 INTEL CORP 21,513 44,280
166764100 CHEVRON CORP COM 19,322 24,386
020002101 ALLSTATE CORP 28,809 124,890
91324P102 UNITEDHEALTH GROUP I 30,892 90,780
20825C104 CONOCOPHILLIPS 34,975 80,224
00287Y109 ABBVIE INC 27,054 82,942
G5960L103 MEDTRONIC PLC SHS 34,972 41,402
126408103 CSX CORP 21,626 62,640
46625H100 JPMORGAN CHASE CO 35,804 169,488
478160104 JOHNSON JOHNSON 94,320 267,172
H1467J104 CHUBB LIMITED COM 64,213 264,054
718546104 PHILLIPS 66 25,992 80,779
G1151C101 ACCENTURE PLC IRELAN 55,288 378,840
882508104 TEXAS INSTRS INC COM 95,812 256,592
931142103 WALMART INC COM 57,696 369,436
00206R102 ATT INC 98,165 110,985
609207105 MONDELEZ INTL INC CL 13,118 12,327
G29183103 EATON CORP PLC SHS 17,555 108,612
742718109 PROCTER GAMBLE CO 23,286 29,092
025537101 AMERICAN ELEC PWR CO 6,318 10,724
053015103 AUTOMATIC DATA PROCE 8,760 14,405
12572Q105 CME GROUP INC 36,125 59,805
693475105 PNC FINANCIAL SVCS C 11,401 18,160
002824100 ABBOTT LABORATORIES 31,290 71,791
110122108 BRISTOL MYERS SQUIBB 9,732 9,709
482480100 KLA CORP COM NEW 1,492 19,441
231021106 CUMMINS INC COM 2,081 6,636
437076102 HOME DEPOT INC 8,888 21,678
58933Y105 MERCK CO INC 10,812 16,315
701094104 PARKER HANNIFIN CORP 5,832 29,885
94106L109 WASTE MGMT INC DEL C 7,052 14,721
023608102 AMEREN CORP 4,822 8,189
11135F101 BROADCOM INC 1,664 28,034
459200101 INTL BUSINESS MACHIN 11,905 27,548
666807102 NORTHROP GRUMMAN COR 8,258 13,115
580135101 MCDONALDS CORP COM 51,050 358,198
053484101 AVALONBAY COMMUNITIE 6,806 5,439
747525103 QUALCOMM INC COM 60,134 211,076
92343V104 VERIZON COMMUNICATIO 49,647 61,095
086516101 BEST BUY CO INC 4,269 13,386
G8994E103 TRANE TECHNOLOGIES P 2,089 12,844
713448108 PEPSICO INC 60,849 153,710
060505104 BANK OF AMERICA CORP 17,147 32,230
032654105 ANALOG DEVICES INC 15,508 29,561
053611109 AVERY DENNISON CORP 5,769 7,639
26875P101 E O G RES INC    
548661107 LOWES CO INC 31,335 241,160
75513E101 RTX CORPORATION 11,103 110,040
31428X106 FED EX CORP 22,360 57,772
369550108 GENERAL DYNAMICS COR 27,973 64,639
88579Y101 3M CO 35,478 80,050
681919106 OMNICOM GROUP INC 33,962 64,600
717081103 PFIZER INC 68,945 74,501
92939U106 WEC ENERGY GROUP INC 4,355 8,015
617446448 MORGAN STANLEY 14,853 27,162
29364G103 ENTERGY CORPORATION 9,841 16,083
191216100 COCA COLA COMPANY 14,273 17,268
693506107 P P G INDS INC    
075887109 BECTON DICKINSON AND    
09260D107 BLACKSTONE GROUP INC    
007903107 ADVANCED MICRO DEVIC 9,696 81,381
099502106 BOOZ ALLEN HAMILTON    
91913Y100 VALERO ENERGY CORP C 5,499 11,233
064058100 BANK OF NEW YORK MEL 12,968 27,513
370334104 GENERAL MILLS INC    
372460105 GENUINE PARTS COMPAN    
452308109 ILLINOIS TOOL WORKSI 12,151 12,069
74340W103 PROLOGIS INC 6,244 6,638
74460D109 PUBLIC STORAGE INC 5,156 4,671
842587107 SOUTHERN CO THE 11,982 14,911
92826C839 VISA INC COM CL A 12,813 18,237
G54950103 LINDE PLC 9,915 14,924
09290D101 BLACKROCK INC COM 18,629 65,291
254687106 WALT DISNEY CO 20,409 21,730
278642103 EBAY INC COM 5,916 9,668
512807306 LAM RESEARCH CORP 4,078 18,316
744573106 PUBLIC SVC ENTERPRIS    
83444M101 SOLVENTUM CORP COM S 6,675 9,905
872540109 TJX COMPANIES INC 10,538 16,743
02079K305 ALPHABET INC CL A 17,337 30,048
02209S103 ALTRIA GROUP INC 16,210 15,741
025816109 AMERICAN EXPRESS CO 10,206 11,099
046353108 ASTRAZENECA P L C SP 10,738 11,399
235851102 DANAHER CORP 6,550 7,325
291011104 EMERSON ELECTRIC CO 6,836 6,901
375558103 GILEAD SCIENCES INC 13,318 14,729
502431109 L3HARRIS TECHNOLOGIE 6,977 7,046
718172109 PHILIP MORRIS INTL 5,652 5,614
79466L302 SALESFORCE INC 9,137 9,537
83443Q103 SOLSTICE ADV MATL CO 601 1,603
95040Q104 WELLTOWER INC COM 3,368 4,455
G87052109 TE CONNECTIVITY 10,164 15,243

TY 2025 InvestmentsOtherSchedule2
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
265991109 DU NORD LAND CO LLC AT COST 334 404
97MSCPEJ7 WAYLAND LAND, LLC AT COST   17,967
997006AV3 LAND VACANT LAND PEC AT COST 1 528
997006AU5 LAND VACANT LAND PEC AT COST 1 491
464287499 ISHARES RUSSELL MID AT COST 200,498 318,365
464287200 ISHARES CORE S P 500 AT COST 190,096 449,321
46434G103 ISHARES CORE MSCI EM AT COST 1,570,480 2,016,600
04314H568 ARTISAN HIGH INCOME AT COST 750,000 799,049
74440B884 PGIM TOTAL RETURN BO AT COST 971,150 964,999
922908645 VANGUARD MID-CAP IND AT COST 960,000 2,055,933
46432F842 ISHARES CORE MSCI EA AT COST 1,913,518 2,639,070
922908686 VANGUARD SMALL CAP I AT COST 94,584 184,248
922908553 VANGUARD REAL ESTATE AT COST 420,839 469,793
38141W398 GOLDMAN SACHS M C VA AT COST 100,000 112,096
99MINBLL1 VARIOUS MINERAL ASSE AT COST 522 3,699,304
922908710 VANGUARD 500 INDEX A AT COST 1,347,692 4,235,250
464287226 ISHARES CORE U.S. AG AT COST 2,174,010 2,197,360
641233200 NEUBERGER BERMAN GEN AT COST 130,000 207,548
464288448 ISHARES INTERNATIONA AT COST 430,480 512,850
861728400 STONE RIDGE HY REINS AT COST 635,790 630,133
997006CG4 LAND N1083 SILVERTON AT COST 1 1,748
52471E258 CLEARBRIDGE INTERNAT AT COST 1,000,000 1,374,863
779556406 ROWE T PRICE MID CAP AT COST 50,000 95,399
922908769 VANGUARD TOTAL STOCK AT COST 223,708 251,453

TY 2025 LegalFeesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,265     3,265
LEGAL FEES - INCOME (ALLOCABLE 26,572     26,572


TY 2025 OtherAssetsSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 10,751 11,507 11,507


TY 2025 OtherDecreasesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Description Amount
ROC ON CY SALES 96
PY RETURN OF CAPITAL ADJUSTMENT 47
PARTNERSHIP INCOME ADJUSTMENT 100


TY 2025 OtherExpensesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP 594 594   0
INSURANCE EXPENSE 1,492 0   1,492
STATE FILING FEE/TAX 25 0   25
MISCELLANEOUS EXPENSES 346 0   346
Rent and Royalty Expense 191,938      


TY 2025 OtherIncomeSchedule2
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 330 330  
FROM PARTNERSHIP/S-CORP 694 694  


TY 2025 OtherIncreasesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Description Amount
COST BASIS ADJUSTMENT 140


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 OtherNotesLoansRcvblLongSch
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
AMERN PACER MNG             0 %        

TY 2025 OtherProfessionalFeesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,642 3,642    


TY 2025 TaxesSchedule
Name:
MURIEL WHITESIDE CHARITABLE TR
EIN:
41-6370669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10,466 10,466   0
REAL ESTATE TAX ON NON-RENTAL 48 48   0
FEDERAL TAX PAYMENT - PRIOR YE 13,395 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,328 0   0
FOREIGN TAXES ON NONQUALIFIED 5,784 5,784   0