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

30-6625517
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,214,028J 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... 102,653 87,655  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 140,772
b Gross sales price for all assets on line 6a 915,683
7 Capital gain net income (from Part IV, line 2)... 140,772
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 243,425 228,427  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,129 34,877   23,252
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,644 380   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
117 117    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,890 35,374 0 23,252
25 Contributions, gifts, grants paid....... 186,191 186,191
26 Total expenses and disbursements. Add lines 24 and 25 ................ 250,081 35,374 0 209,443
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,656
b Net investment income (if negative, enter -0-) 193,053
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............. 235 629 629
2 Savings and temporary cash investments......... 95,231 20,805 20,805
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) 1,011,262 Click to see attachment
List of Attached Documents:
// Content
359,053 		359,744
b Investments—corporate stock (attach schedule)....... 1,868,439 Click to see attachment
List of Attached Documents:
// Content
1,886,327 		3,739,350
c Investments—corporate bonds (attach schedule)....... 363,684 Click to see attachment
List of Attached Documents:
// Content
221,740 		219,546
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
854,599 		873,954
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,338,851 3,343,153 5,214,028
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........ 3,338,851 3,343,153
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)..... 3,338,851 3,343,153
30 Total liabilities and net assets/fund balances (see instructions). 3,338,851 3,343,153
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
3,338,851
2
Enter amount from Part I, line 27a .....................
2
-6,656
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
11,488
4
Add lines 1, 2, and 3 ..........................
4
3,343,683
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
530
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,343,153
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 19. IBOTTA CL A   2024-12-18 2025-03-14
b 409. IBOTTA CL A   2024-09-24 2025-03-14
c 32. TOYOTA MOTOR CORP ADR 2   2022-06-02 2025-04-03
d 12. TOYOTA MOTOR CORP ADR 2   2023-12-26 2025-04-03
e 39. TOYOTA MOTOR CORP ADR 2   2024-09-16 2025-04-03
63. TOYOTA MOTOR CORP ADR 2   2022-05-24 2025-04-03
34. TOYOTA MOTOR CORP ADR 2   2023-02-17 2025-04-03
1. TOYOTA MOTOR CORP ADR 2   2023-12-26 2025-04-03
9. TOYOTA MOTOR CORP ADR 2   2024-12-18 2025-04-03
13. TERNIUM S A   2024-12-18 2025-04-07
425. TERNIUM S A   2024-03-25 2025-04-07
13. JOHNSON & JOHNSON   2024-12-18 2025-04-14
1. JOHNSON & JOHNSON   2021-10-06 2025-04-14
14. JOHNSON & JOHNSON   2022-06-02 2025-04-14
17. JOHNSON & JOHNSON   2023-02-17 2025-04-14
1. JOHNSON & JOHNSON   2023-12-26 2025-04-14
22. JOHNSON & JOHNSON   2023-12-26 2025-04-14
15. JOHNSON & JOHNSON   2020-04-27 2025-04-14
7. JOHNSON & JOHNSON   2020-07-16 2025-04-14
134. JOHNSON & JOHNSON   2020-10-15 2025-04-14
123. JOHNSON & JOHNSON   2020-03-31 2025-04-14
4. LOCKHEED MARTIN CORPORATION   2024-12-18 2025-04-14
1. LOCKHEED MARTIN CORPORATION   2021-10-06 2025-04-14
4. LOCKHEED MARTIN CORPORATION   2022-06-02 2025-04-14
1. LOCKHEED MARTIN CORPORATION   2023-02-17 2025-04-14
6. LOCKHEED MARTIN CORPORATION   2023-12-26 2025-04-14
10. LOCKHEED MARTIN CORPORATION   2020-04-27 2025-04-14
4. LOCKHEED MARTIN CORPORATION   2020-07-16 2025-04-14
24. LOCKHEED MARTIN CORPORATION   2018-12-11 2025-04-14
28. LOCKHEED MARTIN CORPORATION   2018-12-18 2025-04-14
10. LOCKHEED MARTIN CORPORATION   2019-03-05 2025-04-14
5. LOCKHEED MARTIN CORPORATION   2019-03-08 2025-04-14
7. LOCKHEED MARTIN CORPORATION   2019-03-08 2025-04-14
2. LOCKHEED MARTIN CORPORATION   2019-10-16 2025-04-14
2. LOCKHEED MARTIN CORPORATION   2019-10-25 2025-04-14
98. AIR PRODS & CHEMS INC   2021-08-23 2025-04-16
1. AIR PRODS & CHEMS INC   2023-12-26 2025-04-16
37. AIR PRODS & CHEMS INC   2022-06-02 2025-04-16
16. AIR PRODS & CHEMS INC   2023-12-26 2025-04-16
1. AIR PRODS & CHEMS INC   2023-12-26 2025-04-16
1. AIR PRODS & CHEMS INC   2021-10-06 2025-04-16
3. AIR PRODS & CHEMS INC   2024-12-18 2025-04-16
21. AIR PRODS & CHEMS INC   2023-02-17 2025-04-16
58. TALEN ENERGY CORP NEW   2025-04-02 2025-04-22
2. TALEN ENERGY CORP NEW   2025-02-20 2025-04-22
2. TALEN ENERGY CORP NEW   2025-04-02 2025-04-22
2. UBER TECHNOLOGIES INC   2023-12-26 2025-04-22
42. UBER TECHNOLOGIES INC   2023-12-26 2025-04-22
43. UBER TECHNOLOGIES INC   2024-12-18 2025-04-22
443. UBER TECHNOLOGIES INC   2022-06-21 2025-04-22
151. UBER TECHNOLOGIES INC   2023-02-17 2025-04-22
229. UBER TECHNOLOGIES INC   2024-09-16 2025-04-22
46. UNITEDHEALTH GROUP INC   2019-11-12 2025-04-22
16. UNITEDHEALTH GROUP INC   2020-04-27 2025-04-22
6. UNITEDHEALTH GROUP INC   2020-07-16 2025-04-22
5. UNITEDHEALTH GROUP INC   2024-12-18 2025-04-22
7. UNITEDHEALTH GROUP INC   2023-12-26 2025-04-22
1. UNITEDHEALTH GROUP INC   2022-06-02 2025-04-22
9. UNITEDHEALTH GROUP INC   2019-03-05 2025-04-22
23. UNITEDHEALTH GROUP INC   2019-03-08 2025-04-22
17. UNITEDHEALTH GROUP INC   2019-03-08 2025-04-22
4. UNITEDHEALTH GROUP INC   2019-10-16 2025-04-22
4. UNITEDHEALTH GROUP INC   2019-10-25 2025-04-22
317. ENTERGY MISSISSIPPI LLC FIRST MORTGAGE BONDS   2018-12-11 2025-05-06
1. TESLA INC   2023-12-26 2025-05-14
233. TESLA INC   2023-02-24 2025-05-14
1. TESLA INC   2023-12-26 2025-05-14
12. TESLA INC   2023-12-26 2025-05-14
4. TESLA INC   2024-12-18 2025-05-14
22000. FEDERAL FARM CREDIT BANK BONDS   2023-09-18 2025-09-15
15000. USD BK OF MONTREA 5.92% 25 5.920% SEP 25 2025   2024-06-28 2025-09-25
145000. FEDERAL FARM CREDIT BANK BONDS   2024-12-19 2025-09-30
12000. FEDERAL FARM CREDIT BANK CALLABLE BONDS   2025-06-30 2025-10-02
10. SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-12-11 2025-11-04
14. SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-12-18 2025-11-04
4. SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-05 2025-11-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2020-07-16 2025-11-04
3. SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-06-02 2025-11-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-02-17 2025-11-04
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-12-26 2025-11-04
2.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-12-26 2025-11-04
3. SOLSTICE ADVANCED MATERIALS INC REGISTER   2025-04-28 2025-11-04
2.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-08 2025-11-04
.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-08 2025-11-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-08 2025-11-04
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-10-16 2025-11-04
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-10-25 2025-11-04
6. SOLSTICE ADVANCED MATERIALS INC REGISTER   2020-04-27 2025-11-04
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2024-12-18 2025-11-04
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2024-12-18 2025-11-10
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-05 2025-11-10
.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2020-07-16 2025-11-10
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-06-02 2025-11-10
.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-12-26 2025-11-10
.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2025-04-28 2025-11-10
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-12-11 2025-11-10
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-03-08 2025-11-10
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-10-25 2025-11-10
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2020-04-27 2025-11-10
25000. FEDERAL FARM CREDIT BANK CALLABLE BONDS   2025-09-18 2025-11-12
134. AT&T INC   2020-05-14 2025-11-18
10. ABBOTT LABS   2021-10-06 2025-11-18
11. ABBOTT LABS   2022-06-02 2025-11-18
15. ALPHABET INC SHS CL A   2020-02-10 2025-11-18
19. ALTRIA GROUP INC   2023-02-03 2025-11-18
18. AMAZON COM INC   2020-07-07 2025-11-18
19. ANHEUSER-BUSCH INBEV ADR   2023-05-31 2025-11-18
13. APPLE INC COM   2019-03-08 2025-11-18
4. APPLOVIN CORP COM   2025-05-15 2025-11-18
3. BLACKROCK INC REG SHS   2018-12-11 2025-11-18
7. BROADCOM INC   2023-06-22 2025-11-18
27. CISCO SYS INC   2020-09-03 2025-11-18
3. CISCO SYS INC   2022-05-17 2025-11-18
13. DARDEN RESTAURANTS INC COM   2024-03-26 2025-11-18
13. DATADOG INC REG SHS CL A   2024-05-30 2025-11-18
17. DOORDASH INC REG SHS CL A   2025-04-03 2025-11-18
73. ENTERGY ARKANSAS LLC NEW MONEY   2019-10-25 2025-11-18
545. ENTERGY ARKANSAS LLC NEW MONEY   2018-12-18 2025-11-18
12. ENTERGY CORP NEW COM   2024-08-07 2025-11-18
623. ENTERGY MISSISSIPPI LLC FIRST MORTGAGE BONDS   2018-12-18 2025-11-18
577. ENTERGY MISSISSIPPI LLC FIRST MORTGAGE BONDS   2018-12-11 2025-11-18
71. ENTERGY LOUISIANA, LLC COLLATERAL TR MTG BONDS   2019-10-25 2025-11-18
548. ENTERGY LOUISIANA, LLC COLLATERAL TR MTG BONDS   2018-12-18 2025-11-18
15. EXXON MOBIL CORPORATION   2020-12-03 2025-11-18
3. META PLATFORMS INC CLASS A COMMON STOCK   2024-12-18 2025-11-18
3. META PLATFORMS INC CLASS A COMMON STOCK   2025-01-02 2025-11-18
4. GOLDMAN SACHS GROUP INC   2020-03-17 2025-11-18
72. HEALTHPEAK PPTYS INC   2024-08-05 2025-11-18
7. HOME DEPOT INC   2018-12-18 2025-11-18
203. HUNTINGTON BANCSHARES INC COM   2023-06-20 2025-11-18
7. INTUIT INC   2018-12-11 2025-11-18
12. J P MORGAN CHASE & CO COM   2018-12-11 2025-11-18
2. KLA-TENCOR CORP COM   2019-03-04 2025-11-18
3. LILLY ELI & CO   2025-04-22 2025-11-18
26. MERCK AND CO INC SHS HOLDING 429.0000   2025-04-14 2025-11-18
7. MICROSOFT CORP   2018-12-11 2025-11-18
22. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2023-09-01 2025-11-18
7. NATIONAL GRID PLC SHS ADR   2018-12-11 2025-11-18
23. NVIDIA CORP COM   2023-06-22 2025-11-18
21. PALANTIR TECHNOLOGIES INC REG SHS CL A   2025-03-03 2025-11-18
7. PALANTIR TECHNOLOGIES INC REG SHS CL A   2025-04-02 2025-11-18
23. SHELL PLC   2021-11-03 2025-11-18
30. SYSCO CORP   2023-05-30 2025-11-18
9. VANECK URANIUM AND NUCLEAR ETF   2025-01-29 2025-11-18
22. VERTIV HLDG CO   2025-04-14 2025-11-18
22. WAL MART STORES INC   2020-03-17 2025-11-18
6. WELLTOWER INC   2024-01-09 2025-11-18
20. WORKDAY INC CL A   2023-01-12 2025-11-18
28. MEDTRONIC PLC SHS   2023-12-12 2025-11-18
326. SEALED AIR CORP NEW   2025-04-28 2025-11-20
651. SEALED AIR CORP NEW   2024-09-16 2025-11-20
2. SEALED AIR CORP NEW   2023-12-26 2025-11-20
2. SEALED AIR CORP NEW   2023-12-26 2025-11-20
45. SEALED AIR CORP NEW   2023-12-26 2025-11-20
42. SEALED AIR CORP NEW   2024-12-18 2025-11-20
77. SEALED AIR CORP NEW   2023-12-12 2025-11-20
25000. ROYAL BANK OF CANADA CLD SER GMTN GLB   2022-12-16 2025-12-15
651. HEALTHPEAK PPTYS INC   2024-09-16 2025-12-16
21. HEALTHPEAK PPTYS INC   2024-08-05 2025-12-16
58. HEALTHPEAK PPTYS INC   2024-12-18 2025-12-16
405. HEALTHPEAK PPTYS INC   2025-04-28 2025-12-16
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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    
(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 746   1,243 -497
b 16,051   26,599 -10,548
c 5,395   5,405 -10
d 2,023   2,159 -136
e 6,576   6,864 -288
10,622   10,126 496
5,733   4,843 890
169   180 -11
1,517   1,581 -64
353   385 -32
11,548   17,538 -5,990
1,995   1,892 103
153   158 -5
2,148   2,452 -304
2,609   2,685 -76
153   156 -3
3,376   3,427 -51
2,302   2,326 -24
1,074   1,033 41
20,561   19,715 846
18,873   16,269 2,604
1,908   1,940 -32
477   346 131
1,908   1,738 170
477   473 4
2,862   2,703 159
4,770   3,834 936
1,908   1,462 446
11,447   7,070 4,377
13,355   7,883 5,472
4,770   3,062 1,708
2,385   1,503 882
3,339   2,101 1,238
954   763 191
954   742 212
26,095   26,424 -329
266   275 -9
9,852   9,131 721
4,260   4,396 -136
266   275 -9
266   254 12
799   894 -95
5,592   5,842 -250
11,415   12,062 -647
394   481 -87
394   504 -110
147   123 24
3,088   2,586 502
3,162   2,678 484
32,574   9,804 22,770
11,103   5,404 5,699
16,838   16,410 428
19,717   11,753 7,964
6,858   4,676 2,182
2,572   1,854 718
2,143   2,521 -378
3,000   3,636 -636
429   484 -55
3,858   2,167 1,691
9,859   5,454 4,405
7,287   4,031 3,256
1,715   942 773
1,715   978 737
6,514   6,897 -383
348   257 91
81,168   45,175 35,993
348   257 91
4,180   3,086 1,094
1,393   1,797 -404
22,000   21,953 47
15,000   15,000  
145,000   144,942 58
12,000   12,000  
437   325 112
612   450 162
175   146 29
87   72 15
131   137 -6
87   94 -7
11   12 -1
120   134 -14
131   141 -10
109   89 20
22   18 4
87   71 16
44   39 5
44   40 4
262   197 65
87   108 -21
12   13 -1
36   27 9
24   18 6
12   11 1
24   24  
24   24  
12   8 4
48   36 12
12   10 2
36   25 11
25,000   24,997 3
3,434   2,905 529
1,303   1,147 156
1,433   1,246 187
4,198   1,125 3,073
1,121   889 232
4,055   2,754 1,301
1,168   1,009 159
3,460   558 2,902
2,098   1,457 641
3,033   1,173 1,860
2,357   587 1,770
2,091   1,110 981
232   152 80
2,237   2,135 102
2,286   1,542 744
3,560   2,987 573
1,542   1,933 -391
11,515   11,726 -211
1,140   704 436
13,091   13,668 -577
12,124   12,554 -430
1,478   1,872 -394
11,404   12,031 -627
1,764   605 1,159
1,756   1,831 -75
1,756   1,791 -35
3,075   646 2,429
1,263   1,477 -214
2,425   1,203 1,222
3,101   2,177 924
4,555   1,444 3,111
3,568   1,218 2,350
2,205   233 1,972
3,071   2,475 596
2,492   2,046 446
3,453   763 2,690
3,477   1,895 1,582
547   339 208
4,149   994 3,155
3,496   1,756 1,740
1,165   599 566
1,707   1,031 676
2,268   2,084 184
1,122   793 329
3,507   1,578 1,929
2,252   857 1,395
1,191   533 658
4,510   3,251 1,259
2,848   2,239 609
13,779   8,991 4,788
27,516   21,958 5,558
85   73 12
85   73 12
1,902   1,647 255
1,775   1,458 317
3,255   2,565 690
25,000   25,000  
10,678   14,476 -3,798
344   431 -87
951   1,160 -209
6,643   7,055 -412
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
      189
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       -497
b       -10,548
c       -10
d       -136
e       -288
      496
      890
      -11
      -64
      -32
      -5,990
      103
      -5
      -304
      -76
      -3
      -51
      -24
      41
      846
      2,604
      -32
      131
      170
      4
      159
      936
      446
      4,377
      5,472
      1,708
      882
      1,238
      191
      212
      -329
      -9
      721
      -136
      -9
      12
      -95
      -250
      -647
      -87
      -110
      24
      502
      484
      22,770
      5,699
      428
      7,964
      2,182
      718
      -378
      -636
      -55
      1,691
      4,405
      3,256
      773
      737
      -383
      91
      35,993
      91
      1,094
      -404
      47
       
      58
       
      112
      162
      29
      15
      -6
      -7
      -1
      -14
      -10
      20
      4
      16
      5
      4
      65
      -21
      -1
      9
      6
      1
       
       
      4
      12
      2
      11
      3
      529
      156
      187
      3,073
      232
      1,301
      159
      2,902
      641
      1,860
      1,770
      981
      80
      102
      744
      573
      -391
      -211
      436
      -577
      -430
      -394
      -627
      1,159
      -75
      -35
      2,429
      -214
      1,222
      924
      3,111
      2,350
      1,972
      596
      446
      2,690
      1,582
      208
      3,155
      1,740
      566
      676
      184
      329
      1,929
      1,395
      658
      1,259
      609
      4,788
      5,558
      12
      12
      255
      317
      690
       
      -3,798
      -87
      -209
      -412
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 140,772
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 2,683
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 2,683
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 2,683
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,644
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 3,644
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 961
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax961 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532PENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		58,129    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,894,664
b
Average of monthly cash balances.......................
1b
29,520
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,924,184
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
4,924,184
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,863
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,850,321
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
242,516
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
242,516
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,683
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,683
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
239,833
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
239,833
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
239,833
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
209,443
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
209,443
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 7 239,833
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 186,191
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 209,443
a Applied to 2024, but not more than line 2a 186,191
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..... 23,252
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		216,581
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

HENDERSON BEHAVIORAL HEALTH

4740 N STATE ROAD
LAUDERDALE LAKES,FL333195839 		N/A   UNRESTRICTED GENERAL 46,191

ARCHWAYS

919 NE 13TH STREET
FT LAUDERDALE,FL333042009 		N/A   UNRESTRICTED GENERAL 140,000
Total ................................. 3a 186,191
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 ....     14 102,653  
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 ............ 		    18 140,772  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   243,425  
13Total. Add line 12, columns (b), (d), and (e)..................
13
243,425
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Bond End of Year Book Value End of Year Fair Market Value
29364W108 ENTERGY LOUISIANA LL    
29364N108 ENTERGY MISSISSIPPI    
29364D100 ENTERGY ARKANSAS INC    
38141GWB6 GOLDMAN SACHS GROUP 39,368 39,965
38148YAA6 GOLDMAN SACHS GROUP 19,607 17,984
857477BD4 STATE STREET CORP GL 39,486 40,253
46647PDH6 JPMORGAN CHASE & CO 48,898 50,936
78014RJS0 ROYAL BANK OF CANADA    
06368LWT9 USD BANK OF MONTREAL    
754730AF6 RAYMOND JAMES FINANC 74,381 70,408

TY 2025 InvestmentsCorpStockSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Stock End of Year Book Value End of Year Fair Market Value
478160104 JOHNSON & JOHNSON    
539830109 LOCKHEED MARTIN CORP    
91324P102 UNITEDHEALTH GROUP I    
17275R102 CISCO SYSTEMS INC 46,654 73,256
594918104 MICROSOFT CORP 46,656 162,496
617446448 MORGAN STANLEY 52,832 98,529
931142103 WALMART INC 44,041 114,641
30231G102 EXXON MOBIL CORP 53,982 149,462
46625H100 JPMORGAN CHASE & CO 61,997 175,610
437076102 HOME DEPOT INC 22,227 36,819
461202103 INTUIT INC 52,358 127,185
636274409 NATIONAL GRID PLC SH 25,256 36,896
037833100 APPLE INC 72,131 166,378
438516106 HONEYWELL INTL INC D 36,264 47,602
482480100 KLA CORP 45,401 349,943
38141G104 GOLDMAN SACHS GROUP 42,227 179,316
023135106 AMAZON COM INC COM 45,797 69,477
00206R102 AT&T INC 25,464 30,156
002824100 ABBOTT LABS 52,674 57,884
02079K305 ALPHABET INC SHS 23,256 90,144
90353T100 UBER TECHNOLOGIES IN    
009158106 AIR PRODUCTS & CHEMI    
780259305 SHELL PLC 52,835 83,547
892331307 TOYOTA MTR CORP ADR    
02209S103 ALTRIA GROUP INC 45,433 56,219
03524A108 ANHEUSER-BUSCH INBEV 45,083 46,813
11135F101 BROADCOM INC 34,193 134,633
446150104 HUNTNGTN BANCSHS INC 56,781 89,491
67066G104 NVIDIA 33,542 137,451
81211K100 SEALED AIR CORP    
871829107 SYSCO CORPORATION 85,693 85,186
88160R101 TESLA MTRS INC    
98138H101 WORKDAY INC CL A 60,033 75,817
G5960L103 MEDTRONIC PLC SHS 62,815 75,311
09290D101 BLACKROCK INC REG SH 49,106 108,104
237194105 DARDEN RESTAURANTS I 39,559 44,349
23804L103 DATADOG INC REG SHS 102,067 123,615
29364G103 ENTERGY CORP NEW 34,105 53,240
30303M102 META PLATFORMS INC C 49,394 54,787
42250P103 HEALTHPEAK PPTYS INC    
451051106 IBOTTA CL A    
880890108 TERNIUM SA    
95040Q104 WELLTOWER INC 33,719 69,789
532457108 ELI LILLY & CO 59,538 77,377
03831W108 APPLOVIN CORP COM 25,857 47,841
92537N108 VERTIV HLDG CO 51,504 116,323
58933Y105 MERCK AND CO INC SHS 51,154 68,419
25809K105 DOORDASH INC REG SHS 33,292 42,352
29364W108 ENTERGY LOUISIANA, L 11,627 9,816
69608A108 PALANTIR TECHNOLOGIE 42,133 71,456
29364N108 ENTERGY MISSISSIPPI 17,985 15,446
29364D100 ENTERGY ARKANSAS LLC 11,404 9,791
92189F601 VANECK URANIUM AND N 48,258 76,383

TY 2025 InvestmentsGovtObligationsSch
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
US Government Securities - End of Year Book Value:

359,053
US Government Securities - End of Year Fair Market Value:

359,744
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92812VSY3 VIRGINIA ST HSG DEV AT COST 156,712 155,518
646066XC9 NEW JERSEY ST EDL FA AT COST 9,140 9,776
517704ET5 LAS VEGAS NV CNVNTN- AT COST 68,079 71,096
650116GX8 NEW YORK TRANSN DEV AT COST 15,162 15,054
353856B97 FRANKLIN-MCKINLEY CA AT COST 52,829 56,315
02765ULG7 AMERICAN MUN PWR OHI AT COST 50,076 50,136
735389R26 PORT SEATTLE WASH RE AT COST 44,821 45,713
485052RL0 KANSAS CITY MO MUN A AT COST 49,535 49,531
130658NH6 CALIFORNIA ST DEPT V AT COST 47,912 49,748
725769JN4 PITTSYLVANIA CNTY VA AT COST 65,000 65,015
91537PEV3 UPLAND CALIF UNI SCH AT COST 48,425 53,289
02765ULC6 AMERICAN MUN PWR OHI AT COST 18,108 19,447
3134HCBH1 FEDERAL HOME LN MTG AT COST 25,000 24,992
46613QHW7 JEA FLA ST JOHNS RIV AT COST 14,996 15,005
365418BG6 GARDEN ST NJ PRESRV AT COST 45,317 45,715
59261APF8 METROPOLITAN TRANSN AT COST 47,063 47,290
64972GTG9 NEW YORK NY MUN WFA AT COST 20,037 20,033
613603YY9 MONTGOMERY CNTY PA H AT COST 45,128 45,211
97712DQQ2 WISCONSIN ST HLTH ED AT COST 31,259 35,070

TY 2025 OtherDecreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
COST BASIS ADJUSTMENT 530


TY 2025 OtherExpensesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 117 117   0


TY 2025 OtherIncreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
INCOME ADJUSTMENT 3,142
ACCRUED INTEREST ADJUSTMENT 752
TIMINGS ADJUSMENT SALES 7,594


TY 2025 TaxesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 357 357   0
EXCISE TAX - PRIOR YEAR 1,620 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,644 0   0
FOREIGN TAXES ON QUALIFIED FOR 4 4   0
FOREIGN TAXES ON NONQUALIFIED 19 19   0