TY 2025 Form 990PF

- TIN:

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
THE ASHURST-LANE FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 5648 WOODSIDE CIRCLE
Room/suite

City or town
MONTGOMERY

State or province
AL

Country

ZIP or foreign postal code
361172601

A Employer identification number

63-1280870

B Telephone number (see instructions)

3342771738

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,194,218J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .................
3	Interest on savings and temporary cash investments	437		437
4	Dividends and interest from securities...	12,731		12,731
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		196,796
b	Gross sales price for all assets on line 6a 10,928,467
7	Capital gain net income (from Part IV, line 2)...			196,796
8	Net short-term capital gain.........
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........	209,964		209,964
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,000	1,000	1,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	6,654	6,654	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,942	4,942	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	13,596		12,596	1,000
25	Contributions, gifts, grants paid.......	43,000			43,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	56,596		12,596	44,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	153,368
b	Net investment income (if negative, enter -0-)			197,368
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	187,703	133,444	133,444
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	8
	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)..........	831,994	List of Attached Documents: // Content 1,039,408	1,060,774
	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)	1,019,705	1,172,852	1,194,218
	17	Accounts payable and accrued expenses..........	186	178
	18	Grants payable.................
	19	Deferred revenue.................	2,420	2,207
	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).........	2,606	2,385
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	1,017,099	1,170,467
	29	Total net assets or fund balances (see instructions).....	1,017,099	1,170,467
	30	Total liabilities and net assets/fund balances (see instructions).	1,019,705	1,172,852

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,017,099

Enter amount from Part I, line 27a .....................

153,368

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

1,170,467

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

1,170,467

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	3M CO COM	P	2025-03-25	2025-03-26
b	4D MOLECULAR THERAPEUTICS INC COM	P	2025-11-28	2025-12-02
c	ADMA BIOLOGICS INC COM	P	2025-06-30	2025-07-01
d	ADVANCED ENERGY INDS INC COM	P	2025-06-30	2025-07-01
e	ADVANCED MICRO DEVICES INC COM	P	2025-06-30	2025-07-01
	AEROVIRONMENT INC COM	P	2025-10-21	2025-10-22
	AEVA TECHNOLOGIES INC COM NEW	P	2025-06-30	2025-07-01
	AFFIRM HLDGS INC CL A	P	2025-06-30	2025-07-01
	AGNICO EAGLE MINES LTD COM	P	2025-06-30	2025-07-01
	ALAMO GROUP INC COM	P	2025-07-10	2025-07-18
	ALBEMARLE CORP COM	P	2025-06-30	2025-07-01
	ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027	P	2025-06-30	2025-07-01
	ALIGNMENT HEALTHCARE INC COM	P	2025-06-30	2025-07-01
	ALLEGIANT TRAVEL CO COM	P	2025-06-30	2025-07-01
	ALLEGRO MICROSYSTEMS INC DEL COM	P	2025-06-30	2025-07-01
	ALLIENT INC COM	P	2025-06-30	2025-07-01
	ALNYLAM PHARMACEUTICALS INC COM	P	2025-06-30	2025-07-01
	ALPHABET INC CL A	P	2025-06-30	2025-07-01
	ALPHATEC HLDGS INC COM NEW	P	2025-06-30	2025-07-01
	AMBARELLA INC SHS ISIN#KYG037AX1015	P	2025-06-30	2025-07-01
	AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P1028	P	2025-06-30	2025-07-01
	AMERICAN HEALTHCARE REIT INC COM	P	2025-04-02	2025-04-04
	AMERICAN SUPERCONDUCTOR CORP SHS NEW	P	2025-06-30	2025-07-01
	AMPHENOL CORP NEW CL A	P	2025-06-30	2025-07-01
	AMPLIFY ETF TR AMPIFY JR SILVER MINES ETF	P	2025-06-30	2025-07-01
	AMPRIUS TECHNOLOGIES INC COM	P	2025-10-15	2025-10-17
	ANAPTYSBIO INC COM	P	2025-06-30	2025-07-01
	ANGIODYNAMICS INC COM	P	2025-01-30	2025-02-03
	ANGLOGOLD ASHANTI REM.ON GB.NO SDRT ISIN#GB00BRXH2664	P	2025-06-30	2025-07-01
	ANI PHARMACEUTICALS INC COM	P	2025-09-11	2025-09-17
	ANTERO RES CORP COM	P	2025-06-30	2025-07-01
	AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54	P	2025-03-05	2025-03-06
	APPLOVIN CORP COM CL A	P	2025-06-30	2025-07-01
	ARCUS BIOSCIENCES INC COM	P	2025-06-30	2025-07-01
	ARCUTIS BIOTHERAPEUTICS INC COM	P	2025-06-30	2025-07-01
	ARGAN INC COM	P	2025-06-30	2025-07-01
	ARGENX SE SPONS ADS ISIN# US04016X1019	P	2025-06-30	2025-07-01
	ARIS WTR SOLUTIONS INC S/M EFF 10/15/2025 0.625 NEW CU XXX-XX-XXXX WESTERN MID	P	2025-06-30	2025-07-01
	ARISTA NETWORKS INC COM NEW	P	2025-06-30	2025-07-01
	ARM HLDGS PLC SPONS ADR NEW ISIN#US0420682058	P	2025-06-30	2025-07-01
	ARROWHEAD PHARMACEUTICALS INC COM	P	2025-06-30	2025-07-01
	ARTIVION INC COM	P	2025-11-17	2025-11-19
	ASCENDIS PHARMA A/S SPONSORED ADR	P	2025-06-30	2025-07-01
	ASSEMBLY BIOSCIENCES INC COM NEW	P	2025-11-17	2025-12-01
	AST SPACEMOBILE INC CL A	P	2025-06-30	2025-07-01
	ASTERA LABS INC COM	P	2025-06-30	2025-07-01
	ASTRONICS CORP COM	P	2025-10-24	2025-11-03
	ATI INC COM	P	2025-06-30	2025-07-01
	AURA MINERALS INC REGISTERED SHS ISIN#VGG069731120	P	2025-06-30	2025-07-01
	AURINIA PHARMACEUTICALS INC COM ISIN#CA05156V1022	P	2025-11-17	2025-11-19
	AVEPOINT INC COM	P	2025-06-30	2025-07-01
	AXON ENTERPRISE INC COM	P	2025-06-30	2025-07-01
	AXSOME THERAPEUTICS INC COM	P	2025-06-30	2025-07-01
	BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085	P	2025-09-25	2025-09-26
	BAKER HUGHES CO CL A	P	2025-12-03	2025-12-09
	BANCORP INC DEL COM	P	2025-06-30	2025-07-01
	BANK MONTREAL QUE MICROSECTORS FANG INDEX ETN	P	2025-02-13	2025-02-20
	BANK NEW YORK MELLON CORP COM	P	2025-02-18	2025-02-26
	BARRICK MINING CORP REGISTERED SHS ISIN#CA06849F1080	P	2025-06-30	2025-07-01
	BEL FUSE INC CL B	P	2025-06-30	2025-07-01
	BELLRING BRANDS INC NEW COM	P	2025-04-09	2025-04-10
	BENTLEY SYS INC CL B	P	2025-06-30	2025-07-01
	BEONE MEDICINES LTD SPONSORED ADR ISIN#US07725L1026	P	2025-06-30	2025-07-01
	BETA BIONICS INC COM	P	2025-06-30	2025-07-01
	BLACKSKY TECHNOLOGY INC CL A NEW	P	2025-06-30	2025-07-01
	BLACKSTONE SECD LENDING FD COM	P	2025-06-30	2025-07-01
	BLOOM ENERGY CORP CL A	P	2025-06-30	2025-07-01
	BOOT BARN HLDGS INC COM	P	2025-06-30	2025-07-01
	BOSTON SCIENTIFIC CORP COM	P	2025-05-02	2025-05-12
	BOWHEAD SPECIALTY HLDGS INC COM	P	2025-06-30	2025-07-01
	BRIDGEBIO PHARMA INC COM	P	2025-06-30	2025-07-01
	BRINKER INTL INC COM	P	2025-06-30	2025-07-01
	BROADCOM INC COM	P	2025-06-30	2025-07-01
	BROOKFIELD INFRASTRUCTURE CORP NEW EXCHANGEABLE SUB VOTING SHS CL A ISIN#CA1	P	2025-06-30	2025-07-01
	BWX TECHNOLOGIES INC COM	P	2025-06-30	2025-07-01
	BYRNA TECHNOLOGIES INC COM NEW	P	2025-06-30	2025-07-01
	C H ROBINSON WORLDWIDE INC COM NEW	P	2025-12-03	2025-12-15
	CALIX INC COM	P	2025-06-30	2025-07-01
	CAMECO CORP COM ISIN#CA13321L1085	P	2025-06-30	2025-07-01
	CAMTEK LTD SHS ISIN#IL0010952641	P	2025-06-30	2025-07-01
	CAPITAL ONE FINL CORP COM	P	2025-08-27	2025-09-23
	CARGURUS INC CL A	P	2025-06-30	2025-07-01
	CARPENTER TECHNOLOGY CORP COM	P	2025-06-30	2025-07-01
	CARVANA CO CL A	P	2025-06-30	2025-07-01
	CATALYST PHARMACEUTICALS INC COM	P	2025-06-30	2025-07-01
	CELCUITY INC COM	P	2025-06-30	2025-07-01
	CELESTICA INC REGISTERED SHS ISIN#CA15101Q2071	P	2025-06-30	2025-07-01
	CELLEBRITE DI LTD CL A ORD SHS ISIN#IL0011794802	P	2025-06-30	2025-07-01
	CENTURY ALUM CO COM	P	2025-10-08	2025-10-10
	CGI INC CL A SUB VTG ISIN#CA12532H1047	P	2025-06-30	2025-07-01
	CHART INDS INC COM PAR $0 01	P	2025-06-30	2025-07-01
	CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113	P	2025-06-30	2025-07-01
	CHEESECAKE FACTORY INC COM	P	2025-06-30	2025-07-01
	CHEFS WHSE INC COM	P	2025-07-07	2025-07-08
	CHEWY INC CL A	P	2025-06-30	2025-07-01
	CIDARA THERAPEUTICS INC C/A EFF 01/07/26 1 OLD / USD 221.5	P	2025-08-14	2025-08-19
	CIENA CORP COM NEW	P	2025-06-30	2025-07-01
	CISCO SYS INC COM	P	2025-06-30	2025-07-01
	CITIGROUP INC COM NEW	P	2025-12-03	2025-12-09
	CITIZENS FINL GROUP INC COM	P	2025-12-03	2025-12-09
	CLOUDFLARE INC CL A	P	2025-06-30	2025-07-01
	CME GROUP INC COM	P	2025-03-05	2025-03-06
	COEUR MNG INC COM NEW	P	2025-09-26	2025-10-02
	COGENT BIOSCIENCES INC COM NEW	P	2025-06-30	2025-07-01
	COHERENT CORP COM	P	2025-06-30	2025-07-01
	COINBASE GLOBAL INC COM CL A	P	2025-06-30	2025-07-01
	COLLEGIUM PHARMACEUTICAL INC COM	P	2025-11-17	2025-12-15
	COMFORT SYS USA INC COM	P	2025-06-30	2025-07-01
	COMPANIA DE MINAS BUENAVENTURA S A SPONS ADR REPSTG SER B SHS	P	2025-06-30	2025-07-01
	COMSTOCK RES INC COM PAR $0 50	P	2025-06-30	2025-07-01
	CONFLUENT INC CL A	P	2025-06-30	2025-07-01
	CONSTELLATION ENERGY CORP COM	P	2025-06-30	2025-07-01
	CONSTRUCTION PARTNERS INC CL A	P	2025-06-30	2025-07-01
	COPA HOLDING S A CL A COM ISIN#PAP310761054	P	2025-09-23	2025-09-24
	COREWEAVE INC COM CL A	P	2025-06-30	2025-07-01
	CORNING INC COM	P	2025-06-30	2025-07-01
	COUPANG INC CL A	P	2025-06-30	2025-07-01
	COVISTA INC COM	P	2025-06-30	2025-07-01
	CREDO TECHNOLOGY GROUP HOLDING LIMITED REGISTERED SHS ISIN#KYG254571055	P	2025-06-30	2025-07-01
	CROWDSTRIKE HLDGS INC CL A	P	2025-06-30	2025-07-01
	CYBERARK C/A EFF 02/12/26 2.2005 NEW XXX-XX-XXXX PALO ALTO & 1 NEW M26CNT069 C	P	2025-06-30	2025-07-01
	DARDEN RESTAURANTS INC COM	P	2025-04-02	2025-04-03
	DAVE INC CL A NEW	P	2025-06-30	2025-07-01
	DECKERS OUTDOOR CORP COM	P	2025-06-30	2025-07-01
	DELL TECHNOLOGIES INC CL C	P	2025-10-15	2025-10-17
	DESCARTES SYS GROUP INC COM	P	2025-06-30	2025-07-01
	DILLARDS INC CL A	P	2025-06-30	2025-07-01
	DOORDASH INC CL A	P	2025-06-30	2025-07-01
	DOXIMITY INC CL A	P	2025-06-30	2025-07-01
	DRDGOLD LTD SPONS ADR REPSTG 10 SHS ISIN#US26152H3012	P	2025-06-30	2025-07-01
	DUOLINGO INC CL A COM	P	2025-06-30	2025-07-01
	DUTCH BROS INC CL A	P	2025-06-30	2025-07-01
	DYCOM INDS INC COM	P	2025-06-30	2025-07-01
	DYNATRACE INC COM	P	2025-06-30	2025-07-01
	E L F BEAUTY INC COM	P	2025-06-30	2025-07-01
	ECHOSTAR CORP CL A	P	2025-06-30	2025-07-01
	ELBIT SYSTEMS LTD ISIN#IL0010811243	P	2025-06-30	2025-07-01
	EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079	P	2025-06-30	2025-07-01
	EMCOR GROUP INC COM	P	2025-06-30	2025-07-01
	ENOVIX CORP COM	P	2025-07-22	2025-08-01
	EQT CORP COM	P	2025-03-26	2025-03-27
	EQUITABLE HLDGS INC COM	P	2025-04-02	2025-04-03
	ESCO TECHNOLOGIES INC COM	P	2025-06-30	2025-07-01
	ESSENTIAL UTILS INC COM	P	2025-04-23	2025-05-01
	ETSY INC COM	P	2025-10-28	2025-10-29
	EVERGY INC COM	P	2025-06-30	2025-07-01
	EVERQUOTE INC CL A COM	P	2025-06-30	2025-07-01
	EXACT SCIENCES CORP COM	P	2025-11-19	2025-11-20
	EXELIXIS INC COM	P	2025-06-30	2025-07-01
	EXPAND ENERGY CORPORATION FORMERLY KNOWN AS CHESAPEAKE ENERGY CORP	P	2025-04-02	2025-04-04
	F5 INC COM	P	2025-06-30	2025-07-01
	FABRINET SHS ISIN#KYG3323L1005	P	2025-06-30	2025-07-01
	FERRARI N V SHS ISIN#NL0011585146	P	2025-06-30	2025-07-01
	FIDELITY NATL FINL INC NEW FNF GROUP COM	P	2025-06-30	2025-07-01
	FIGURE TECHNOLOGY SOLUTIONS INC CL A	P	2025-06-30	2025-07-01
	FIRST SOLAR INC COM	P	2025-12-22	2025-12-29
	FIRST TR EXCHANGE-TRADED FD II NASDAQ CYBERSECURITY ETF	P	2025-04-09	2025-04-10
	FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD	P	2025-06-30	2025-07-01
	FIRST TR EXCHANGE-TRADED FD VI BUYWRITE INCOME ETF	P	2024-09-10	2025-01-10
	FIRST TR EXCHANGE-TRADED FD VI RBA AMERN INDL RENAISSANCE ETF	P	2025-06-30	2025-07-01
	FIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS	P	2025-06-30	2025-07-01
	FIVE BELOW INC COM	P	2025-06-30	2025-07-01
	FLEX LTD ORD SHS ISIN#SG9999000020	P	2025-06-30	2025-07-01
	FLUTTER ENTERTAINMENT PLC REGISTERED SHS ISIN#IE00BWT6H894	P	2025-06-30	2025-07-01
	FORTINET INC COM	P	2025-06-30	2025-07-01
	FREQUENCY ELECTRS INC COM	P	2025-04-29	2025-05-07
	FULL TRUCK ALLIANCE CO LTD SPONS ADR ISIN#US35969L1089	P	2025-06-30	2025-07-01
	FUTU HLDGS LTD SPONSORED ADR ISIN#US36118L1061	P	2025-08-13	2025-08-20
	GALAXY DIGITAL INC CL A	P	2025-06-30	2025-07-01
	GALLAGHER ARTHUR J & CO COM	P	2025-08-08	2025-08-12
	GDS HLDGS LTD SPONS ADR ISIN# US36165L1089	P	2025-06-30	2025-07-01
	GE VERNOVA INC COM	P	2025-06-30	2025-07-01
	GENEDX HLDGS CORP CL A NEW	P	2025-06-30	2025-07-01
	GENERAL ELEC CO COM NEW	P	2025-06-30	2025-07-01
	GLOBAL SHIP LEASE INC REGISTERED SHS A ISIN#MHY271836006	P	2025-12-04	2025-12-12
	GLOBAL X FDS GLOBAL X COPPER MINERS ETF NEW	P	2025-06-30	2025-07-01
	GLOBAL-E ONLINE LTD REGISTERED SHS ISIN#IL0011741688	P	2025-06-30	2025-07-01
	GLOBUS MED INC CL A NEW	P	2025-06-30	2025-07-01
	GOLD FIELDS LTD NEW SPONS ADR ISIN#US38059T1060	P	2025-06-30	2025-07-01
	GOOSEHEAD INS INC COM CL A	P	2025-06-30	2025-07-01
	GRAIL INC COM	P	2025-06-30	2025-07-01
	GRANITE CONSTR INC COM	P	2025-06-30	2025-07-01
	GUARDANT HEALTH INC COM	P	2025-06-30	2025-07-01
	GUIDEWIRE SOFTWARE INC COM	P	2025-06-30	2025-07-01
	HALOZYME THERAPEUTICS INC COM	P	2025-06-30	2025-07-01
	HEXCEL CORP NEW COM	P	2025-06-30	2025-07-01
	HIMS & HERS HEALTH INC COM CL A	P	2025-06-30	2025-07-01
	HINGE HEALTH INC CL A	P	2025-06-30	2025-07-01
	HOWMET AEROSPACE INC COM	P	2025-06-30	2025-07-01
	HUBBELL INC COM	P	2025-11-05	2025-11-12
	HUBSPOT INC COM	P	2025-06-30	2025-07-01
	IAMGOLD CORP COM ISIN#CA4509131088	P	2025-06-30	2025-07-01
	IBEX LTD REGISTERED REG SHS ISIN#BMG4690M1010	P	2025-06-30	2025-07-01
	IDEXX LABS INC COM	P	2025-06-30	2025-07-01
	IMMATICS N V REGISTERED SHS ISIN#NL0015285941	P	2025-12-04	2025-12-08
	INCYTE CORP COM	P	2025-06-30	2025-07-01
	INDIVIOR PLC C/A EFF 01/26/26 1 NEW CU 45579U109 INDIVIOR PHARMACEUTICALS IN	P	2025-06-30	2025-07-01
	INNODATA INC COM NEW	P	2025-06-30	2025-07-01
	INNOVATIVE SOLUTIONS & SUPPORT INC COM	P	2025-06-30	2025-07-01
	INSMED INC COM PAR $ 01	P	2025-06-30	2025-07-01
	INSULET CORP COM	P	2025-06-30	2025-07-01
	INTAPP INC COM	P	2025-06-30	2025-07-01
	INTELLIA THERAPEUTICS INC COM	P	2025-06-30	2025-07-01
	INTERACTIVE BROKERS GROUP INC CL A - COM	P	2025-04-09	2025-04-10
	INTERCONTINENTAL EXCHANGE INC COM	P	2025-06-30	2025-07-01
	INTERDIGITAL INC COM	P	2025-06-30	2025-07-01
	INTERNATIONAL BUSINESS MACHS CORP COM	P	2025-06-30	2025-07-01
	INTUITIVE MACHS INC CL A	P	2025-02-18	2025-02-20
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	IONIS PHARMACEUTICALS INC COM	P	2025-06-30	2025-07-01
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	ISHARES BITCOIN TR ETF SHS BEN INT	P	2025-10-20	2025-11-06
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	ISHARES INC MSCI ITALY ETF	P	2025-06-30	2025-07-01
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	ISHARES TR MSCI INTL MOMENTUM FACTOR ETF	P	2025-04-25	2025-06-05
	ISHARES TR MSCI POLAND ETF	P	2025-06-30	2025-07-01
	ISHARES TR MSCI USA MOMENTUM FACTOR ETF	P	2025-04-09	2025-04-10
	ISHARES TR US AEROSPACE & DEFENSE ETF	P	2025-05-02	2025-06-06
	J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF	P	2024-09-10	2025-01-10
	JABIL INC COM	P	2025-06-30	2025-07-01
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	JEFFERIES FINL GROUP INC COM	P	2025-06-30	2025-07-01
	JOYY INC ADS REPSTG COM CL A ISIN#US46591M1099	P	2025-12-19	2025-12-29
	JPMORGAN CHASE & CO COM	P	2025-04-09	2025-04-10
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	KARMAN HLDGS INC COM	P	2025-06-30	2025-07-01
	KEYSIGHT TECHNOLOGIES INC COM	P	2025-12-15	2025-12-17
	KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047	P	2025-02-04	2025-02-13
	KLA CORP COM	P	2025-06-18	2025-07-01
	KLAVIYO INC COM SER A	P	2025-06-30	2025-07-01
	KNIFE RIV CORP COM	P	2025-06-30	2025-07-01
	KODIAK SCIENCES INC COM	P	2025-06-30	2025-07-01
	KRANESHARES TR CSI CHINA INTERNET ETF	P	2025-03-13	2025-03-26
	KRATOS DEFENSE & SEC SOLUTIONS INC COM NEW	P	2025-06-30	2025-07-01
	KRYSTAL BIOTECH INC COM	P	2025-06-30	2025-07-01
	KYNDRYL HLDGS INC COM	P	2025-06-30	2025-07-01
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	LAS VEGAS SANDS CORP COM	P	2025-06-30	2025-07-01
	LEMONADE INC COM	P	2025-06-30	2025-07-01
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	LENDINGTREE INC NEW COM	P	2025-06-30	2025-07-01
	LEONARDO DRS INC COM	P	2025-06-30	2025-07-01
	LIFE TIME GROUP HLDGS INC COM	P	2025-06-30	2025-07-01
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	LIGAND PHARMACEUTICALS INC COM NEW	P	2025-06-30	2025-07-01
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	LIMBACH HLDGS INC COM	P	2025-06-30	2025-07-01
	LIQUIDIA CORPORATION COM	P	2025-06-30	2025-07-01
	LISTED FDS TR ROUNDHILL MAGNIFICENT SEVEN ETF	P	2025-10-28	2025-11-17
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	LOAR HOLDINGS INC COM	P	2025-06-30	2025-07-01
	LULULEMON ATHLETICA INC COM	P	2025-06-30	2025-07-01
	LUMENTUM HLDGS INC COM	P	2025-06-30	2025-07-01
	MADRIGAL PHARMACEUTICALS INC COM	P	2025-06-30	2025-07-01
	MAGNITE INC COM	P	2025-06-30	2025-07-01
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	MP MATLS CORP COM	P	2025-06-30	2025-07-01
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	PAR PAC HLDGS INC COM NEW	P	2025-06-30	2025-07-01
	PAYCOM SOFTWARE INC COM	P	2025-06-30	2025-07-01
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	PROCORE TECHNOLOGIES INC COM	P	2025-06-30	2025-07-01
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	QFIN HOLDINGS INC ADR ISIN#US88557W1018	P	2025-06-30	2025-07-01
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	REDDIT INC CL A	P	2025-06-30	2025-07-01
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	ROBINHOOD MKTS INC COM CL A	P	2025-06-30	2025-07-01
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	ROIVANT SCIENCES LIMITED REGISTERED SHS ISIN#BMG762791017	P	2025-12-04	2025-12-17
	ROOT INC CL A NEW	P	2025-06-30	2025-07-01
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	SEA LTD ADR ISIN#US81141R1005	P	2025-06-30	2025-07-01
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	SEMTECH CORP COM	P	2025-06-30	2025-07-01
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	SHAKE SHACK INC CL A	P	2025-07-02	2025-07-11
	SHIFT4 PMTS INC CL A	P	2025-06-30	2025-07-01
	SHOPIFY INC CL A ISIN#CA82509L1076	P	2025-06-30	2025-07-01
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	SILICON MOTION TECHNOLOGY CORP SPONS ADR SHS ISIN#US82706C1080	P	2025-06-30	2025-07-01
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	SKYWARD SPECIALTY INS GROUP INC COM	P	2025-06-30	2025-07-01
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	SOUNDHOUND AI INC CL A	P	2025-10-09	2025-10-10
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	SPDR INDEX SHS FDS STATE STR SPDR EURO STOXX 50 ETF	P	2025-06-30	2025-07-01
	SPDR SER TR STATE STREET SPDR PORTFOLIO HIGH YIELD BD ETF	P	2024-09-10	2025-01-17
	SPDR SER TR STATE STREET SPDR S&P BIOTECH ETF	P	2025-10-20	2025-11-03
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	TRANSMEDICS GROUP INC COM	P	2025-06-30	2025-07-01
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	TRIPLE FLAG PRECIOUS METALS CORP REGISTERED SHS UNITARY ISIN#CA89679M1041	P	2025-06-30	2025-07-01
	TSS INC DEL COM	P	2025-06-30	2025-07-01
	TTM TECHNOLOGIES INC COM	P	2025-06-30	2025-07-01
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	UBER TECHNOLOGIES INC COM	P	2025-06-30	2025-07-01
	UBIQUITI INC COM	P	2025-06-30	2025-07-01
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	UNITED AIRLS HLDGS INC COM	P	2025-06-30	2025-07-01
	UNITED THERAPEUTICS CORP DEL COM	P	2025-06-30	2025-07-01
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	VALERO ENERGY CORP NEW COM	P	2025-06-30	2025-07-01
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	VANECK ETF TR SEMICONDUCTOR ETF	P	2025-05-02	2025-06-06
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	VSE CORP COM	P	2025-06-30	2025-07-01
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	WESCO INTL INC COM	P	2025-10-15	2025-10-17
	WHEATON PRECIOUS METALS CORP ISIN#CA9628791027	P	2025-06-30	2025-07-01
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	WOODWARD INC COM	P	2025-06-30	2025-07-01
	WORKIVA INC COM CL A	P	2025-06-30	2025-07-01
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	XOMETRY INC CL A COM	P	2025-06-30	2025-07-01
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	ZSCALER INC COM	P	2025-06-30	2025-07-01

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	14,033	14,190	-157
b	10,577	12,105	-1,528
c	15,505	17,334	-1,829
d	61,933	56,441	5,492
e	57,615	59,792	-2,177
	14,624	15,211	-587
	10,387	10,116	271
	9,832	10,192	-360
	29,630	30,240	-610
	5,431	5,701	-270
	8,453	7,168	1,285
	23,884	25,167	-1,283
	8,968	8,659	309
	11,453	11,864	-411
	10,464	12,422	-1,958
	13,540	13,494	46
	35,260	36,933	-1,673
	30,587	31,912	-1,325
	26,229	27,423	-1,194
	10,458	10,581	-123
	69,205	67,401	1,804
	5,172	5,401	-229
	65,359	56,550	8,809
	27,484	28,381	-897
	52,884	50,160	2,724
	7,121	9,296	-2,175
	9,691	7,177	2,514
	7,113	8,551	-1,438
	35,484	36,654	-1,170
	5,318	5,385	-67
	21,682	22,494	-812
	8,821	8,923	-102
	60,936	26,938	33,998
	24,277	21,915	2,362
	34,027	36,293	-2,266
	98,578	93,234	5,344
	72,254	73,605	-1,351
	17,741	18,582	-841
	61,372	63,285	-1,913
	10,326	11,607	-1,281
	41,189	36,641	4,548
	6,161	6,374	-213
	13,937	14,490	-553
	5,922	6,361	-439
	27,354	26,332	1,022
	79,497	61,934	17,563
	12,548	13,172	-624
	13,078	12,802	276
	17,836	15,602	2,234
	6,110	6,331	-221
	2,909	3,059	-150
	37,218	35,314	1,904
	11,934	12,136	-202
	13,770	14,225	-455
	6,656	7,034	-378
	36,656	34,574	2,082
	24,477	24,898	-421
	8,285	8,525	-240
	31,932	30,631	1,301
	22,226	24,206	-1,980
	6,828	6,935	-107
	14,826	15,351	-525
	16,657	18,354	-1,697
	14,688	14,688	0
	9,664	12,184	-2,520
	25,020	27,597	-2,577
	39,329	33,516	5,813
	30,592	31,767	-1,175
	9,850	10,041	-191
	7,925	7,171	754
	15,622	14,791	831
	28,697	27,861	836
	47,130	47,683	-553
	16,248	16,830	-582
	16,618	17,440	-822
	42,243	42,099	144
	6,920	7,029	-109
	38,292	36,765	1,527
	49,596	47,102	2,494
	31,067	27,818	3,249
	8,044	8,130	-86
	10,647	11,272	-625
	62,402	61,053	1,349
	26,986	26,646	340
	16,168	17,231	-1,063
	21,136	21,544	-408
	117,782	92,174	25,608
	15,972	15,836	136
	14,928	15,303	-375
	10,533	11,122	-589
	18,132	17,431	701
	13,371	14,195	-824
	21,101	20,422	679
	10,344	11,096	-752
	16,219	18,032	-1,813
	3,945	4,120	-175
	58,024	53,049	4,975
	17,844	18,123	-279
	7,241	7,046	195
	7,183	7,083	100
	68,651	64,362	4,289
	8,796	8,971	-175
	7,182	7,479	-297
	23,116	25,589	-2,473
	61,005	62,255	-1,250
	51,725	53,164	-1,439
	2,550	2,381	169
	20,109	24,340	-4,231
	7,877	7,470	407
	14,728	16,104	-1,376
	15,973	16,877	-904
	46,748	45,906	842
	21,457	20,215	1,242
	8,559	8,750	-191
	51,915	46,294	5,621
	32,175	32,504	-329
	24,879	26,643	-1,764
	49,677	45,124	4,553
	103,573	92,759	10,814
	69,565	65,124	4,441
	18,300	17,822	478
	5,179	5,439	-260
	67,181	68,119	-938
	14,368	15,766	-1,398
	9,072	9,473	-401
	17,327	18,367	-1,040
	16,213	17,043	-830
	85,050	83,719	1,331
	25,123	24,666	457
	17,986	19,509	-1,523
	51,211	52,294	-1,083
	36,613	35,184	1,429
	21,782	21,895	-113
	17,459	18,868	-1,409
	13,374	14,417	-1,043
	21,227	20,103	1,124
	13,662	14,364	-702
	19,932	19,811	121
	38,553	37,892	661
	6,672	9,548	-2,876
	10,368	10,959	-591
	4,870	5,379	-509
	18,762	19,023	-261
	7,888	7,940	-52
	11,249	12,188	-939
	14,100	14,281	-181
	10,687	10,893	-206
	9,743	7,221	2,522
	14,340	15,134	-794
	4,663	5,352	-689
	17,385	16,279	1,106
	25,041	24,018	1,023
	16,648	18,137	-1,489
	9,697	9,853	-156
	14,491	15,220	-729
	12,896	13,591	-695
	25,887	26,987	-1,100
	53,845	53,720	125
	15,307	14,541	766
	49,908	48,641	1,267
	10,723	10,441	282
	18,374	18,186	188
	21,782	23,668	-1,886
	38,827	40,779	-1,952
	7,651	7,775	-124
	4,020	4,437	-417
	10,972	11,615	-643
	7,837	8,320	-483
	10,925	11,862	-937
	8,645	8,775	-130
	14,107	15,183	-1,076
	97,261	88,863	8,398
	57,386	62,253	-4,867
	52,572	50,493	2,079
	6,901	7,369	-468
	60,023	56,044	3,979
	21,505	22,678	-1,173
	12,594	13,480	-886
	14,470	14,898	-428
	8,298	8,702	-404
	34,591	33,865	726
	15,981	15,913	68
	61,458	59,560	1,898
	44,517	43,074	1,443
	21,023	22,389	-1,366
	8,587	8,583	4
	40,468	30,570	9,898
	15,176	15,829	-653
	56,191	56,257	-66
	11,657	12,136	-479
	12,832	12,784	48
	19,953	19,243	710
	4,783	4,927	-144
	34,983	35,110	-127
	7,038	8,555	-1,517
	43,961	42,901	1,060
	13,530	12,155	1,375
	36,884	33,064	3,820
	7,405	10,350	-2,945
	24,418	26,862	-2,444
	28,289	29,994	-1,705
	20,827	21,024	-197
	8,061	24,670	-16,609
	6,010	6,333	-323
	14,996	15,700	-704
	35,918	36,893	-975
	17,563	18,157	-594
	7,220	8,683	-1,463
	21,155	21,576	-421
	47,084	44,948	2,136
	10,211	10,948	-737
	9,495	9,583	-88
	23,764	26,041	-2,277
	10,294	10,431	-137
	10,383	10,440	-57
	10,345	10,427	-82
	22,046	22,401	-355
	10,266	10,421	-155
	30,874	28,409	2,465
	10,849	10,461	388
	27,231	28,536	-1,305
	22,520	19,953	2,567
	14,669	14,952	-283
	15,978	15,421	557
	6,845	7,310	-465
	7,869	8,599	-730
	14,641	14,857	-216
	6,046	6,305	-259
	13,351	14,850	-1,499
	22,207	25,351	-3,144
	20,033	21,334	-1,301
	10,142	10,178	-36
	11,721	11,520	201
	23,177	22,779	398
	11,181	12,280	-1,099
	14,920	15,072	-152
	18,784	19,053	-269
	30,804	25,825	4,979
	13,697	12,805	892
	26,119	27,909	-1,790
	7,685	7,956	-271
	20,323	22,576	-2,253
	34,857	33,167	1,690
	17,812	20,169	-2,357
	8,699	9,208	-509
	15,023	14,544	479
	15,469	14,407	1,062
	28,107	30,246	-2,139
	76,950	74,040	2,910
	15,308	16,230	-922
	5,142	4,730	412
	9,659	11,581	-1,922
	10,184	9,232	952
	34,923	36,799	-1,876
	22,476	22,919	-443
	14,394	14,407	-13
	21,621	22,536	-915
	42,914	43,340	-426
	18,309	17,772	537
	21,627	23,549	-1,922
	33,830	34,531	-701
	40,898	36,625	4,273
	9,881	12,516	-2,635
	32,791	32,692	99
	12,540	12,281	259
	21,861	21,910	-49
	28,106	24,467	3,639
	17,739	18,471	-732
	18,037	18,725	-688
	56,739	54,443	2,296
	24,272	23,635	637
	16,859	17,384	-525
	24,321	25,247	-926
	10,180	10,820	-640
	10,932	11,520	-588
	15,417	17,471	-2,054
	44,872	48,423	-3,551
	52,945	47,854	5,091
	5,241	5,540	-299
	22,567	21,415	1,152
	6,313	6,349	-36
	72,720	63,473	9,247
	8,365	9,126	-761
	28,198	24,791	3,407
	25,884	26,595	-711
	20,729	22,425	-1,696
	7,307	7,362	-55
	46,302	44,801	1,501
	16,419	18,575	-2,156
	14,115	12,600	1,515
	9,486	10,125	-639
	9,033	9,347	-314
	53,508	50,877	2,631
	28,099	30,306	-2,207
	14,988	12,365	2,623
	32,695	37,975	-5,280
	14,550	15,622	-1,072
	13,413	15,780	-2,367
	12,962	15,859	-2,897
	43,449	37,024	6,425
	26,723	26,323	400
	31,944	32,142	-198
	8,363	6,798	1,565
	21,982	22,713	-731
	71,546	47,392	24,154
	27,080	25,409	1,671
	17,957	18,232	-275
	37,854	38,832	-978
	14,658	12,628	2,030
	20,528	19,207	1,321
	33,151	32,029	1,122
	14,685	15,709	-1,024
	12,052	13,201	-1,149
	15,264	12,632	2,632
	5,751	6,310	-559
	10,443	10,012	431
	10,788	10,727	61
	11,346	12,297	-951
	10,288	11,667	-1,379
	5,281	5,403	-122
	17,506	15,405	2,101
	15,509	16,469	-960
	18,556	17,911	645
	13,540	12,528	1,012
	32,568	30,482	2,086
	11,046	12,232	-1,186
	25,740	28,544	-2,804
	4,131	4,308	-177
	24,801	19,645	5,156
	23,737	25,787	-2,050
	85,600	77,665	7,935
	7,942	8,039	-97
	27,361	28,488	-1,127
	7,087	7,586	-499
	14,082	14,335	-253
	139,846	105,858	33,988
	44,208	36,285	7,923
	28,065	27,541	524
	46,538	45,189	1,349
	19,434	19,662	-228
	2,061	1,882	179
	21,903	23,126	-1,223
	14,621	14,524	97
	110,250	98,682	11,568
	17,652	18,768	-1,116
	19,260	20,831	-1,571
	9,602	10,059	-457
	6,281	6,531	-250
	17,362	21,335	-3,973
	45,544	41,377	4,167
	13,907	13,363	544
	8,703	8,831	-128
	56,386	55,514	872
	70,759	62,547	8,212
	29,783	32,143	-2,360
	26,725	26,745	-20
	12,274	13,563	-1,289
	9,314	10,029	-715
	12,102	8,641	3,461
	10,843	10,892	-49
	15,189	14,639	550
	46,869	50,074	-3,205
	9,055	9,349	-294
	39,475	39,905	-430
	50,615	59,237	-8,622
	19,496	17,570	1,926
	97,187	104,386	-7,199
	62,900	62,589	311
	13,989	14,448	-459
	11,053	11,537	-484
	14,415	15,243	-828
	10,197	10,435	-238
	14,932	14,950	-18
	25,783	25,783	0
	101,297	82,475	18,822
	57,292	51,901	5,391
	12,118	12,360	-242
	7,008	7,114	-106
	50,105	50,180	-75
	28,560	28,733	-173
	12,666	11,445	1,221
	9,987	10,323	-336
	23,113	21,874	1,239
	6,079	6,299	-220
	66,179	62,064	4,115
	24,733	24,151	582
	106,555	100,710	5,845
	10,923	11,248	-325
	23,107	23,057	50
	28,133	29,762	-1,629
	13,163	14,409	-1,246
	7,767	8,331	-564
	20,612	19,701	911
	18,624	18,828	-204
	36,729	35,685	1,044
	16,688	17,904	-1,216
	51,690	48,608	3,082
	24,689	25,926	-1,237
	11,715	12,473	-758
	5,252	8,586	-3,334
	10,746	12,380	-1,634
	42,499	40,073	2,426
	51,577	55,197	-3,620
	11,112	11,969	-857
	37,241	31,993	5,248
	8,710	8,905	-195
	7,350	6,881	469
	8,219	8,715	-496
	46,074	48,469	-2,395
	13,574	14,165	-591
	9,542	10,282	-740
	28,532	31,090	-2,558
	15,854	16,811	-957
	21,412	23,773	-2,361
	9,911	8,675	1,236
	33,190	31,036	2,154
	19,715	17,835	1,880
	6,993	7,134	-141
	11,683	11,904	-221
	16,432	16,663	-231
	13,495	13,964	-469
	8,751	8,924	-173
	14,356	15,039	-683
	7,951	8,477	-526
	6,812	7,022	-210
	10,512	10,004	508
	24,244	27,314	-3,070
	23,432	20,173	3,259
	10,243	10,444	-201
	19,206	19,638	-432
	49,708	48,050	1,658
	77,528	80,343	-2,815
	31,982	31,027	955
	3,756	3,574	182
	20,856	19,520	1,336
	7,730	7,998	-268
	19,812	18,968	844
	16,632	17,783	-1,151
	58,163	55,577	2,586
	21,258	21,959	-701
	7,163	7,046	117
	10,737	11,524	-787
	12,576	12,680	-104
	9,045	9,289	-244
	20,894	20,516	378
	17,639	18,110	-471
	9,768	9,693	75
	10,394	10,440	-46
	14,014	14,791	-777
	16,615	13,251	3,364
	8,369	8,609	-240
	8,010	8,768	-758
	28,548	27,728	820
	10,976	12,544	-1,568
	19,199	17,190	2,009

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			-157
b			-1,528
c			-1,829
d			5,492
e			-2,177
			-587
			271
			-360
			-610
			-270
			1,285
			-1,283
			309
			-411
			-1,958
			46
			-1,673
			-1,325
			-1,194
			-123
			1,804
			-229
			8,809
			-897
			2,724
			-2,175
			2,514
			-1,438
			-1,170
			-67
			-812
			-102
			33,998
			2,362
			-2,266
			5,344
			-1,351
			-841
			-1,913
			-1,281
			4,548
			-213
			-553
			-439
			1,022
			17,563
			-624
			276
			2,234
			-221
			-150
			1,904
			-202
			-455
			-378
			2,082
			-421
			-240
			1,301
			-1,980
			-107
			-525
			-1,697
			0
			-2,520
			-2,577
			5,813
			-1,175
			-191
			754
			831
			836
			-553
			-582
			-822
			144
			-109
			1,527
			2,494
			3,249
			-86
			-625
			1,349
			340
			-1,063
			-408
			25,608
			136
			-375
			-589
			701
			-824
			679
			-752
			-1,813
			-175
			4,975
			-279
			195
			100
			4,289
			-175
			-297
			-2,473
			-1,250
			-1,439
			169
			-4,231
			407
			-1,376
			-904
			842
			1,242
			-191
			5,621
			-329
			-1,764
			4,553
			10,814
			4,441
			478
			-260
			-938
			-1,398
			-401
			-1,040
			-830
			1,331
			457
			-1,523
			-1,083
			1,429
			-113
			-1,409
			-1,043
			1,124
			-702
			121
			661
			-2,876
			-591
			-509
			-261
			-52
			-939
			-181
			-206
			2,522
			-794
			-689
			1,106
			1,023
			-1,489
			-156
			-729
			-695
			-1,100
			125
			766
			1,267
			282
			188
			-1,886
			-1,952
			-124
			-417
			-643
			-483
			-937
			-130
			-1,076
			8,398
			-4,867
			2,079
			-468
			3,979
			-1,173
			-886
			-428
			-404
			726
			68
			1,898
			1,443
			-1,366
			4
			9,898
			-653
			-66
			-479
			48
			710
			-144
			-127
			-1,517
			1,060
			1,375
			3,820
			-2,945
			-2,444
			-1,705
			-197
			-16,609
			-323
			-704
			-975
			-594
			-1,463
			-421
			2,136
			-737
			-88
			-2,277
			-137
			-57
			-82
			-355
			-155
			2,465
			388
			-1,305
			2,567
			-283
			557
			-465
			-730
			-216
			-259
			-1,499
			-3,144
			-1,301
			-36
			201
			398
			-1,099
			-152
			-269
			4,979
			892
			-1,790
			-271
			-2,253
			1,690
			-2,357
			-509
			479
			1,062
			-2,139
			2,910
			-922
			412
			-1,922
			952
			-1,876
			-443
			-13
			-915
			-426
			537
			-1,922
			-701
			4,273
			-2,635
			99
			259
			-49
			3,639
			-732
			-688
			2,296
			637
			-525
			-926
			-640
			-588
			-2,054
			-3,551
			5,091
			-299
			1,152
			-36
			9,247
			-761
			3,407
			-711
			-1,696
			-55
			1,501
			-2,156
			1,515
			-639
			-314
			2,631
			-2,207
			2,623
			-5,280
			-1,072
			-2,367
			-2,897
			6,425
			400
			-198
			1,565
			-731
			24,154
			1,671
			-275
			-978
			2,030
			1,321
			1,122
			-1,024
			-1,149
			2,632
			-559
			431
			61
			-951
			-1,379
			-122
			2,101
			-960
			645
			1,012
			2,086
			-1,186
			-2,804
			-177
			5,156
			-2,050
			7,935
			-97
			-1,127
			-499
			-253
			33,988
			7,923
			524
			1,349
			-228
			179
			-1,223
			97
			11,568
			-1,116
			-1,571
			-457
			-250
			-3,973
			4,167
			544
			-128
			872
			8,212
			-2,360
			-20
			-1,289
			-715
			3,461
			-49
			550
			-3,205
			-294
			-430
			-8,622
			1,926
			-7,199
			311
			-459
			-484
			-828
			-238
			-18
			0
			18,822
			5,391
			-242
			-106
			-75
			-173
			1,221
			-336
			1,239
			-220
			4,115
			582
			5,845
			-325
			50
			-1,629
			-1,246
			-564
			911
			-204
			1,044
			-1,216
			3,082
			-1,237
			-758
			-3,334
			-1,634
			2,426
			-3,620
			-857
			5,248
			-195
			469
			-496
			-2,395
			-591
			-740
			-2,558
			-957
			-2,361
			1,236
			2,154
			1,880
			-141
			-221
			-231
			-469
			-173
			-683
			-526
			-210
			508
			-3,070
			3,259
			-201
			-432
			1,658
			-2,815
			955
			182
			1,336
			-268
			844
			-1,151
			2,586
			-701
			117
			-787
			-104
			-244
			378
			-471
			75
			-46
			-777
			3,364
			-240
			-758
			820
			-1,568
			2,009

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	196,796
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,743
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	2,743
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	2,743
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	2,452
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,452
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	291
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 tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ 0(2) On foundation managers.$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofJAMIE LEE ASHURST Telephone no. (334) 277-1738

Located at5648 WOODSIDE CIRCLEMONTGOMERYAL ZIP+436117

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JAMIE LEE ASHURST	PRESIDENT/TRUSTEE 0.00	0	0	0
5648 WOODSIDE CIRCLE MONTGOMERY,AL36117	PRESIDENT/TRUSTEE 0.00	0	0	0
WINSTON MCCAIN ASHURST	SECRETARY-TREASURER/TRUSTE 0.00	0	0	0
5648 WOODSIDE CIRCLE MONTGOMERY,AL36117	SECRETARY-TREASURER/TRUSTE 0.00	0	0	0

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)

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 arrow

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.........................0

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

958,111

Average of monthly cash balances.......................

175,790

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

1,133,901

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,133,901

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

17,009

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,116,892

Minimum investment return. Enter 5% (0.05) of line 5 ................

55,845

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.)

Minimum investment return from Part IX, line 6..................

55,845

Tax on investment income for 2025 from Part V, line 5 .......

2,743

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,743

Distributable amount before adjustments. Subtract line 2c from line 1............

53,102

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

53,102

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

53,102

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

44,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

44,000

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				53,102
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			18,168
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 44,000
a Applied to 2024, but not more than line 2a			18,168
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.....				25,832
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 ..........				27,270
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 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or 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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BOYS AND GIRLS CLUB 103 ABINGDON AVENUE NW HUNTSVILLE,AL35801	NONE		PROVIDE FACILITIES, PROGRAMS, AND LEADERSHIP THAT MOTIVATE ALL YOUTH TO REACH THEIR FULL POTENTIAL	30,000
FIRST CHOICE WOMEN'S MEDICAL CENTER 380 MENDEL PKWY E MONTGOMERY,AL36117	NONE		TO REACH THE ABORTION-VULNERABLE MEMBERS OF OUR COMMUNITY	3,000
ST MICHAEL CATHOLIC SCHOOL 1833 SAGE ROAD HOUSTON,TX77056	NONE		TO FORM DISCIPLES OF CHRIST THROUGH AN EDUCATION FOCUSED ON FAITH, CONSCIENCE, SCHOLARSHIP, AND SERVICE.	10,000
Total ................................. 3a				43,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	437
4 Dividends and interest from securities ....			14	12,731
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	196,796
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) ..		0		209,964	0

13Total. Add line 12, columns (b), (d), and (e)..................

209,964

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Category	Amount	Net Investment Income
FOREIGN TAXES - PERSHING	31	31
PY FEDERAL TAXES PAID	2,459	2,459
CY FEDERAL TAXES PAID	2,452	2,452