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
WILLIAM KUNOLD RESIDUARY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 1601 DODGE ST - STOP 8145
 
Room/suite
City or town
OMAHA
State or province
NE
Country  
ZIP or foreign postal code
681978145
A Employer identification number

47-6042110
B Telephone number (see instructions)

4026028734
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)$7,371,178
J Accounting method:
MODIFIED ACCRUAL
(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... 230,694 230,694  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 399,151
b Gross sales price for all assets on line 6a 1,873,745
7 Capital gain net income (from Part IV, line 2)... 399,151
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........ 629,845 629,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 1,250 0 0 1,250
c Other professional fees (attach schedule).... 82,815 82,815   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 9,943 1,811   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)....... 20 20    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,028 84,646 0 1,250
25 Contributions, gifts, grants paid....... 343,200 343,200
26 Total expenses and disbursements. Add lines 24 and 25 ................ 437,228 84,646 0 344,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 192,617
b Net investment income (if negative, enter -0-) 545,199
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 260,378 555,399 555,399
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).......      
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).......... 5,484,427 Click to see attachment
List of Attached Documents:
// Content
5,380,002
6,815,779
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) 5,744,805 5,935,401 7,371,178
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........ 5,744,805 5,935,401
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)..... 5,744,805 5,935,401
30 Total liabilities and net assets/fund balances (see instructions). 5,744,805 5,935,401
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
5,744,805
2
Enter amount from Part I, line 27a .....................
2
192,617
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
473
4
Add lines 1, 2, and 3 ..........................
4
5,937,895
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,494
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,935,401
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 524.115 INVESCO FLOATING RATE ESG FUND - R6 #5095   2024-11-01 2025-02-27
b 608.869 INVESCO FLOATING RATE ESG FUND - R6 #5095   2024-11-01 2025-09-05
c 3706.051 INVESCO FLOATING RATE ESG FUND - R6 #5095   2021-11-03 2025-09-05
d 6.982 INVESCO DISCOVERY MID CAP GROWTH FUND CLASS R6 #7040   2025-02-27 2025-09-05
e 4504.035 INVESCO DISCOVERY MID CAP GROWTH FUND CLASS R6 #7040   2022-09-20 2025-09-05
34. ABBOTT LABS COM   2023-03-23 2025-02-13
24. ABBOTT LABS COM   2023-03-23 2025-02-28
39. ABBOTT LABS COM   2023-03-23 2025-04-17
3. ADOBE SYS INC COM   2024-10-28 2025-02-28
1. ADVANCED MICRO DEVICES INC   2024-05-10 2025-02-28
7. ADVANCED MICRO DEVICES INC   2023-11-13 2025-02-28
4. AIR PRODS & CHEMS INC   2022-03-17 2025-02-28
71. AIR PRODS & CHEMS INC   2024-05-10 2025-08-15
25. ALPHABET INC CAP STK CL A   2016-03-31 2025-02-28
18. ALPHABET INC CAP STK CL A   2024-03-07 2025-03-10
53. ALPHABET INC CAP STK CL A   2024-03-07 2025-09-29
19. AMAZON COM INC   2021-05-05 2025-02-28
20. AMAZON COM INC   2021-05-05 2025-03-10
7. AMGEN INC   2025-01-22 2025-02-28
16. AMGEN INC   2025-01-22 2025-11-21
76. APPLE COMPUTER INCORPORATED   2013-08-15 2025-02-28
17. APPLE COMPUTER INCORPORATED   2013-04-10 2025-03-10
368. BAXTER INTL INC   2025-07-16 2025-11-10
488. BAXTER INTL INC   2024-09-17 2025-11-10
123. BERKSHIRE HATHAWAY INC DEL CL B NEW   2019-03-21 2025-02-28
2. BLACKROCK INC COM   2019-09-06 2025-02-28
6. BLACKROCK INC COM   2019-09-06 2025-07-31
6. BLACKROCK INC COM   2019-09-06 2025-09-29
3. BOOKING HLDGS INC COM   2016-02-08 2025-12-18
8. BROADRIDGE FINL SOLUTIONS INC COM   2020-03-20 2025-02-28
39. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2025-07-31
8. BROADCOM INC COM   2025-02-04 2025-02-28
109. CDW CORP COM   2025-04-07 2025-12-18
8. CHEVRONTEXACO CORP   2011-02-07 2025-02-28
39. COMCAST CORP CL A   2023-01-06 2025-02-28
249. COMCAST CORP CL A   2023-01-06 2025-04-04
379. COMCAST CORP CL A   2010-12-20 2025-04-07
50000. COMCAST CORP NEW SR GLBL 3.30% DTD 01/10/2017 DUE 02/01/2027   2022-12-08 2025-02-28
23. CONOCOPHILLIPS COM   2020-03-03 2025-02-28
2. COSTCO WHSL CORP NEW   2016-11-15 2025-02-28
6. COSTCO WHSL CORP NEW   2016-11-15 2025-07-16
13. CULLEN/FROST BANKERS INC COM   2023-11-03 2025-02-28
82. CULLEN/FROST BANKERS INC COM   2023-11-03 2025-12-18
16. THE WALT DISNEY CO COM   2020-11-02 2025-02-28
25000. DOLLAR GEN CORP SR GLBL NT 3.875% DTD 04/11/2017 DUE 04/15/2027   2024-11-07 2025-09-30
50000. DOLLAR GEN CORP SR GLBL NT 3.875% DTD 04/11/2017 DUE 04/15/2027   2024-06-04 2025-09-30
10. EOG RES INC   2024-01-23 2025-02-28
5. ECOLAB INC   2022-07-21 2025-02-28
43. ECOLAB INC   2022-07-21 2025-12-18
5. META PLATFORM, INC.   2020-04-01 2025-02-28
5. META PLATFORM, INC.   2020-04-01 2025-03-10
25000. META PLATFORMS INC GLBL NT 3.85% DTD 08/09/2022 DUE 08/15/2032   2023-11-17 2025-02-28
119.365 GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND   2024-11-01 2025-02-27
11. INTERCONTINENTAL EXCHANGE, INC. COM   2014-08-15 2025-02-28
459.681 PALMER SQUARE INCOME PLUS FUND INSTL CLASS   2021-11-03 2025-02-27
8. J P MORGAN CHASE & CO   2010-12-20 2025-02-28
20. J P MORGAN CHASE & CO   2011-08-03 2025-07-07
355.635 JPMORGAN HEDGED EQUITY FUND SERIES 1 - R6   2020-07-09 2025-02-27
141. JOHNSON & JOHNSON COM   2021-03-23 2025-01-22
20. JONES LANG LASALLE INC COM   2020-11-02 2025-02-13
8. JONES LANG LASALLE INC COM   2020-11-02 2025-02-28
30. JONES LANG LASALLE INC COM   2020-09-14 2025-12-18
10. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2025-02-28
47. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2025-12-18
6. LITTELFUSE INC COM   2023-08-24 2025-02-28
6. LOWES COS INC   2022-03-10 2025-02-28
947.35 MFS MID-CAP VALUE FUND CLASS R6 #4837   2023-10-24 2025-09-05
11. MKS INC COM   2021-07-29 2025-02-28
184. MKS INC COM   2022-11-18 2025-04-04
270.946 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2019-05-21 2025-02-27
1. MARKEL GROUP INC   2020-11-02 2025-02-28
9. MARKEL GROUP INC   2020-11-02 2025-12-18
34. MERCK & CO INC NEW COM   2024-01-23 2025-01-22
147. MERCK & CO INC NEW COM   2020-06-25 2025-01-22
48. MICROSOFT CORP   2011-02-22 2025-02-28
15. MICROSOFT CORP   2011-02-22 2025-03-10
328. MICROCHIP TECHNOLOGY INC   2015-02-19 2025-02-04
39. MONDELEZ INTL INC CL A   2024-12-03 2025-02-28
16. NASDAQ INC COM   2024-08-13 2025-02-28
100000. NATIONAL RETAIL PROPERTIES INC SR GLBL NT 4.00% DTD 10/21/2015   2022-12-08 2025-11-15
18. NEXTERA ENERGY INC COM   2015-10-05 2025-02-28
1. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2025-02-28
61. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2025-07-07
10. PTC INC COM   2021-10-05 2025-02-28
20. PEPSICO INC COM   2024-12-03 2025-02-28
48. PERKINELMER INC   2022-05-06 2025-01-22
14. PERKINELMER INC   2023-12-08 2025-02-28
13. QUANTA SERVICES INC COM   2017-12-13 2025-02-04
9. QUANTA SERVICES INC COM   2017-12-13 2025-02-28
24. QUANTA SERVICES INC COM   2017-12-13 2025-12-18
38. ROBERT HALF INC   2024-05-30 2025-02-28
3. ROPER TECHNOLOGIES INC COM   2021-03-23 2025-02-28
565.094 T ROWE PRICE BLUE CHIP GROWTH FUND CLASS I #429   2012-08-10 2025-02-27
15. TJX COS INC NEW   2018-03-02 2025-02-28
8. TEXAS INSTRS INC   2011-08-03 2025-02-28
53. TEXAS INSTRS INC   2012-10-04 2025-12-18
1814.59 TRIBUTARY SMALL COMPANY FUND INST PLUS #1705   2019-05-21 2025-09-05
154.74 ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL CLASS   2022-09-20 2025-02-27
8. UNITED PARCEL SERVICE INC CL B-COM   2023-12-08 2025-02-28
55000. US TREASURY NOTE 3.125% DTD 11/15/2018 DUE 11/15/2028   2024-10-01 2025-02-28
320000. US TREASURY NOTE 2.25% DTD 11/15/2015 DUE 11/15/2025   2022-12-08 2025-11-15
50000. US TREASURY NOTE 4.50% DTD 11/15/2022 DUE 11/15/2025   2025-02-06 2025-04-01
10000. US TREASURY NOTE 4.50% DTD 11/15/2022 DUE 11/15/2025   2025-02-06 2025-11-15
160000. US TREASURY NOTE 4.125% DTD 01/31/2023 DUE 01/31/2025   2024-10-01 2025-01-31
2. UNITEDHEALTH GROUP INC   2020-03-03 2025-02-28
38. UNITEDHEALTH GROUP INC   2020-03-20 2025-07-24
7. VISA INC COM CL A   2021-02-04 2025-02-28
18. XCEL ENERGY INC COM   2024-01-23 2025-02-28
7. ZOETIS INC CL A   2024-06-21 2025-02-28
25. ZOETIS INC CL A   2025-04-17 2025-12-18
107. ZOETIS INC CL A   2024-06-21 2025-12-18
5. ACCENTURE PLC CLASS A ORDINARY SHARES   2014-06-20 2025-02-28
5. EATON CORP PLC SHS   2018-03-12 2025-02-28
8. ICON PLC SHS   2025-01-22 2025-02-28
19. MEDTRONIC PLC SHS   2020-11-02 2025-02-28
301. MEDTRONIC PLC SHS   2020-11-02 2025-04-17
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(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 3,480   3,503 -23
b 4,000   4,047 -47
c 24,349   27,006 -2,657
d 252   226 26
e 162,416   121,421 40,995
4,474   3,293 1,181
3,284   2,324 960
5,164   3,777 1,387
1,305   1,451 -146
100   152 -52
701   816 -115
1,251   907 344
20,639   10,037 10,602
4,218   952 3,266
2,997   2,429 568
12,961   4,149 8,812
3,976   3,113 863
3,900   3,277 623
2,146   1,921 225
5,460   4,390 1,070
18,160   1,206 16,954
3,857   265 3,592
6,491   11,105 -4,614
8,608   19,543 -10,935
62,609   25,794 36,815
1,909   856 1,053
6,656   2,551 4,105
7,014   2,149 4,865
16,096   3,214 12,882
1,916   747 1,169
9,674   2,682 6,992
1,578   1,763 -185
15,590   15,960 -370
1,261   784 477
1,389   1,479 -90
8,432   7,677 755
12,697   4,132 8,565
48,986   48,924 62
2,265   1,106 1,159
2,068   302 1,766
5,748   906 4,842
1,773   1,276 497
10,571   8,046 2,525
1,807   1,904 -97
25,000   24,693 307
50,000   49,049 951
1,255   1,105 150
1,343   811 532
11,380   6,972 4,408
3,310   800 2,510
2,982   800 2,182
23,608   22,933 675
2,471   2,676 -205
1,894   415 1,479
4,666   4,624 42
2,089   322 1,767
5,843   797 5,046
11,779   7,860 3,919
20,311   19,370 941
5,564   2,364 3,200
2,144   905 1,239
10,105   3,143 6,962
1,570   1,598 -28
9,394   7,510 1,884
1,371   1,575 -204
1,472   1,340 132
31,850   26,014 5,836
1,008   1,701 -693
10,858   23,431 -12,573
6,359   5,451 908
1,917   958 959
19,408   5,644 13,764
3,263   4,079 -816
14,109   10,719 3,390
18,823   1,298 17,525
5,708   406 5,302
17,232   7,844 9,388
2,496   2,534 -38
1,307   1,099 208
100,000   100,000  
1,255   450 805
1,364   401 963
5,606   1,630 3,976
1,619   1,193 426
3,061   3,249 -188
5,923   6,564 -641
1,554   1,684 -130
3,915   500 3,415
2,331   346 1,985
10,077   924 9,153
2,222   2,437 -215
1,737   1,216 521
103,096   25,032 78,064
1,858   626 1,232
1,560   234 1,326
9,376   1,544 7,832
55,653   50,228 5,425
1,758   1,698 60
951   1,251 -300
53,260   54,268 -1,008
320,000   320,000  
50,109   50,064 45
10,000   10,000  
160,000   160,000  
938   521 417
10,692   9,578 1,114
2,515   1,462 1,053
1,286   1,064 222
1,162   1,198 -36
3,120   3,734 -614
13,354   18,309 -4,955
1,724   415 1,309
1,451   398 1,053
1,514   1,625 -111
1,730   1,965 -235
24,826   24,821 5
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
      45,253
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       -23
b       -47
c       -2,657
d       26
e       40,995
      1,181
      960
      1,387
      -146
      -52
      -115
      344
      10,602
      3,266
      568
      8,812
      863
      623
      225
      1,070
      16,954
      3,592
      -4,614
      -10,935
      36,815
      1,053
      4,105
      4,865
      12,882
      1,169
      6,992
      -185
      -370
      477
      -90
      755
      8,565
      62
      1,159
      1,766
      4,842
      497
      2,525
      -97
      307
      951
      150
      532
      4,408
      2,510
      2,182
      675
      -205
      1,479
      42
      1,767
      5,046
      3,919
      941
      3,200
      1,239
      6,962
      -28
      1,884
      -204
      132
      5,836
      -693
      -12,573
      908
      959
      13,764
      -816
      3,390
      17,525
      5,302
      9,388
      -38
      208
       
      805
      963
      3,976
      426
      -188
      -641
      -130
      3,415
      1,985
      9,153
      -215
      521
      78,064
      1,232
      1,326
      7,832
      5,425
      60
      -300
      -1,008
       
      45
       
       
      417
      1,114
      1,053
      222
      -36
      -614
      -4,955
      1,309
      1,053
      -111
      -235
      5
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 399,151
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 7,578
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 7,578
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 7,578
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,284
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 5,284
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 2,294
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)
NE
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 addressNone
14
The books are in care ofFIRST NATIONAL BANK OF OMAHA Telephone no. (402) 602-8736

Located at1620 DODGE STREET - STOP 8145OMAHANE ZIP+4681978145
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
FIRST NATIONAL BANK OF OMAHA TRUSTEE
1
0    
1620 DODGE ST - STOP 8145
OMAHA,NE681978145
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
FIRST NATIONAL BANK OF OMAHA INVESTMENT MGMT 82,815
1620 DODGE ST-STOP 8145
OMAHA,NE68197
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 N/A  
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
6,830,212
b
Average of monthly cash balances.......................
1b
312,180
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,142,392
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
7,142,392
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
107,136
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,035,256
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
351,763
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
351,763
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,578
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
344,185
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
344,185
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
344,185
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
344,450
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
344,450
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 7 344,185
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 288,925
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: $ 344,450
a Applied to 2024, but not more than line 2a 288,925
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..... 55,525
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 ..........
288,660
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

THE OMAHA PRESBYTERIAN SEMINARY FNDN

1055 N 115TH STREET
OMAHA,NE68154
NONE   SUPPORT OF PROGRAMS 343,200
Total ................................. 3a 343,200
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 ....     14 230,694  
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 ............
    18 399,151  
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) ..   629,845  
13Total. Add line 12, columns (b), (d), and (e)..................
13
629,845
(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:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 5,380,002 6,815,779

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Description Amount
PURCHASE ACCRUED INTEREST 709
MUTUAL FUND TIMING DIFFERENCE 1,570
WASH SALES ADJUSTMENT 215


TY 2025 OtherExpensesSchedule
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 20 20   0


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Description Amount
ROC ADJUSTMENT 473


TY 2025 OtherProfessionalFeesSchedule
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 82,815 82,815    


TY 2025 TaxesSchedule
Name:
WILLIAM KUNOLD RESIDUARY TRUST
EIN:
47-6042110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,848 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,284 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,712 1,712   0
FOREIGN TAXES ON NONQUALIFIED 99 99   0