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
AGAN TRUST FOR SELECTED CHARITIES
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1504
  Room/suite
City or town
BUFFALO
State or province
NY
Country  
ZIP or foreign postal code
14240
A Employer identification number

03-6033050
B Telephone number (see instructions)

2393975002
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)$1,898,537J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 50,960 50,960  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,449
b Gross sales price for all assets on line 6a 734,253
7 Capital gain net income (from Part IV, line 2)... 45,449
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)....... 9 9  
12 Total. Add lines 1 through 11........ 96,418 96,418  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,065 14,458   1,607
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 0 0 900
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
964 738   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,929 15,196 0 2,507
25 Contributions, gifts, grants paid....... 86,334 86,334
26 Total expenses and disbursements. Add lines 24 and 25 ................ 104,263 15,196 0 88,841
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,845
b Net investment income (if negative, enter -0-) 81,222
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......... 56,181 73,229 73,229
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) 115,948    
b Investments—corporate stock (attach schedule)....... 944,393 Click to see attachment
List of Attached Documents:
// Content
892,360 		1,258,919
c Investments—corporate bonds (attach schedule)....... 415,212 Click to see attachment
List of Attached Documents:
// Content
557,158 		566,389
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,531,734 1,522,747 1,898,537
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........ 1,531,734 1,522,747
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)..... 1,531,734 1,522,747
30 Total liabilities and net assets/fund balances (see instructions). 1,531,734 1,522,747
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
1,531,734
2
Enter amount from Part I, line 27a .....................
2
-7,845
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,277
4
Add lines 1, 2, and 3 ..........................
4
1,526,166
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,419
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,522,747
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 . CLASS ACTION SETTLEMENT PROCEEDS     2025-10-27
b 596.178 AMG RIVER RD SM-CAP VALUE FD CL I     2025-02-27
c 6. ABBOTT LABS COM   2024-02-22 2025-02-27
d 4. ABBOTT LABS COM   2024-02-22 2025-12-09
e 4. ABBVIE INC   2024-02-22 2025-02-27
2. ABBVIE INC   2024-02-22 2025-12-09
1. ADOBE SYS INC COM   2020-03-06 2025-02-27
1. ADOBE SYS INC COM   2020-03-06 2025-12-09
112.509 PZENA EMERG MKTS VALUE FD CL I   2024-02-22 2025-07-24
1. AIR PRODUCTS & CHEMICALS INC   2023-03-08 2025-02-27
829.079 AB CONCENTRATED GR FD CL ADV   2023-03-08 2025-02-27
14. ALPHABET INC CL C   2023-03-08 2025-02-27
1. ALPHABET INC CL C   2023-03-08 2025-07-24
7. ALPHABET INC CL C   2023-03-08 2025-12-09
14. AMAZON COM INC COM   2024-02-22 2025-02-27
7. AMAZON COM INC COM     2025-12-09
3807.002 AMERICAN BEACON SIM H/Y-INS     2025-04-25
5. AMERN ELEC PWR CO INC COM   2023-03-08 2025-02-27
1. AMERN ELEC PWR CO INC COM   2023-03-08 2025-07-24
3. AMERN ELEC PWR CO INC COM   2023-03-08 2025-12-09
2. AMERICAN TOWER CORP CL A   2023-03-08 2025-02-27
1. AMERICAN TOWER CORP CL A   2023-03-08 2025-12-09
4. ANALOG DEVICES INC COM   2022-02-07 2025-02-27
2. ANALOG DEVICES INC COM   2022-02-07 2025-12-09
7. ELEVANCE HEALTH INC   2023-03-08 2025-02-27
16. APPLE COMPUTER INC COM   2023-03-08 2025-02-27
2. APPLE COMPUTER INC COM   2023-03-08 2025-07-24
9. APPLE COMPUTER INC COM   2023-03-08 2025-12-09
3. AVALONBAY COMMUNITIES INCORPORATED   2024-02-22 2025-02-27
21. AVALONBAY COMMUNITIES INCORPORATED     2025-11-04
47.272 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-22 2025-02-27
128.268 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-22 2025-07-24
221.154 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-22 2025-12-09
31. BANK AMER CORP COM   2023-03-08 2025-02-27
3. BANK AMER CORP COM   2023-03-08 2025-07-24
18. BANK AMER CORP COM   2023-03-08 2025-12-09
20000. BANK OF AMER CRP MTN 3.248% 10/21/27   2019-05-03 2025-02-26
25000. BLACKROCK INC 1.900% 1/28/31   2020-04-27 2025-02-26
1. BLACKROCK INC   2023-03-08 2025-02-27
25000. BP CAP MKTS AMER 3.633% 4/06/30   2021-05-14 2025-02-26
5. BROADCOM INC   2023-03-08 2025-02-27
5. BROADCOM INC   2023-03-08 2025-12-09
7. CMS ENERGY CORP COM   2023-03-08 2025-02-27
1. CMS ENERGY CORP COM   2023-03-08 2025-07-24
5. CMS ENERGY CORP COM   2023-03-08 2025-12-09
78. CVS CORP COM     2025-02-27
96.036 FT BHVRL SM CAP GRW-R6     2025-12-09
6. CHEVRONTEXACO CORP   2023-03-08 2025-02-27
3. CHEVRONTEXACO CORP   2023-03-08 2025-12-09
8. CISCO SYS INC COM   2022-02-07 2025-02-27
5. CISCO SYS INC COM   2022-02-07 2025-12-09
25000. CITIGROUP INC V-Q 3.520% 10/27/28   2020-02-28 2025-02-26
1084.829 COLUMBIA OVERSEAS VALUE-I3   2024-02-22 2025-07-24
564.599 COLUMBIA OVERSEAS VALUE-I3   2024-02-22 2025-12-09
104. COMCAST CORP     2025-02-27
25000. COMMONWEALTH EDISON 3.700% 8/15/28   2020-08-28 2025-02-26
1. COSTCO WHOLESALE CORP COM   2023-03-08 2025-02-27
1. COSTCO WHOLESALE CORP COM   2023-03-08 2025-12-09
4. DANAHER CORP COM   2023-03-08 2025-02-27
3. DANAHER CORP COM   2023-03-08 2025-12-09
3. DEERE & CO COM   2024-02-22 2025-02-27
10. WALT DISNEY CO COM   2024-02-22 2025-02-27
5. WALT DISNEY CO COM   2024-02-22 2025-12-09
7. EOG RESOURCES INC COM   2023-03-08 2025-02-27
4. EOG RESOURCES INC COM   2023-03-08 2025-12-09
25000. EXXON MOBIL CORP 3.482% 3/19/30   2021-10-12 2025-02-26
1. META PLATFORMS INC-A   2023-03-08 2025-12-09
25000. GOLDMAN SACHS GP 3.800% 3/15/30   2021-10-12 2025-02-26
2566.874 HARBOR LG-CAP VALUE FD CL RET   2023-03-08 2025-02-27
3. HOME DEPOT INC COM   2023-03-08 2025-02-27
1. HOME DEPOT INC COM   2019-01-08 2025-12-09
71.55 T ROWE PRICE LG-CAP GR FD CL I   2023-03-08 2025-02-27
10.105 T ROWE PRICE LG-CAP GR FD CL I   2023-03-08 2025-07-24
286.759 WCM FOCUSED INT'L GR FR CL INSTL   2024-02-22 2025-07-24
3. ISHARES RUSSELL 1000 VALUE ETF   2024-02-22 2025-02-27
7. ISHARES RUSSELL 1000 GROWTH ETF   2023-03-08 2025-07-24
18. ISHARES RUSSELL 1000 GROWTH ETF   2023-03-08 2025-12-09
53. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-08 2025-02-27
249. ISHARES CORE MSCI EAFE ETF   2022-08-05 2025-02-27
10. ISHARES CORE MSCI EMERGING   2023-03-08 2025-02-27
26. ISHARES CORE MSCI EMERGING   2023-03-08 2025-07-24
9. J P MORGAN CHASE & CO COM   2023-03-08 2025-02-27
1. J P MORGAN CHASE & CO COM   2023-03-08 2025-07-24
5. J P MORGAN CHASE & CO COM   2023-03-08 2025-12-09
.1302 JPMORGAN MORTGAGE-BACKED SECS ETF   2025-02-27 2025-07-09
19. JOHNSON & JOHNSON COM   2023-03-08 2025-02-27
1. ELI LILLY & CO COM   2025-02-27 2025-07-24
1. LOCKHEED MARTIN CORPORATION COM   2023-03-08 2025-02-27
1. LOCKHEED MARTIN CORPORATION COM   2023-03-08 2025-12-09
3. MASTERCARD INC CL A   2023-03-08 2025-02-27
1. MASTERCARD INC CL A   2023-03-08 2025-12-09
1. MCDONALD'S CORP COM   2023-03-08 2025-02-27
1. MCDONALD'S CORP COM   2023-03-08 2025-12-09
5. MERCK & CO INC   2021-11-16 2025-02-27
31. MERCK & CO INC     2025-04-23
9. MICROSOFT CORP COM   2023-03-08 2025-02-27
1. MICROSOFT CORP COM   2023-03-08 2025-07-24
5. MICROSOFT CORP COM   2023-03-08 2025-12-09
5. MORGAN ST DEAN WITTER DISCOV   2024-02-22 2025-02-27
1. MORGAN ST DEAN WITTER DISCOV   2024-02-22 2025-07-24
3. MORGAN ST DEAN WITTER DISCOV   2024-02-22 2025-12-09
25000. MORGAN STAN MTN V-D 3.622% 4/01/31   2021-03-04 2025-02-26
19. NVIDIA CORP COM   2023-03-08 2025-02-27
13. NVIDIA CORP COM   2023-03-08 2025-12-09
42. OMNICOM GROUP INC COM   2023-03-08 2025-02-27
4. ORACLE CORPORATION COM   2023-03-08 2025-02-27
1. ORACLE CORPORATION COM   2023-03-08 2025-07-24
25000. ORACLE CORP 2.950% 4/01/30   2021-05-14 2025-02-26
59. PAYPAL HOLDINGS INC   2023-03-08 2025-02-27
2. PEPSICO INC COM   2023-03-08 2025-02-27
1. PEPSICO INC COM   2023-03-08 2025-12-09
2. PROCTER & GAMBLE CO COM   2025-02-27 2025-12-09
1. SHERWIN WILLIAMS CO COM   2023-03-08 2025-02-27
1. SHERWIN WILLIAMS CO COM   2023-03-08 2025-12-09
14. T ROWE PRICE US EQUITY RESEARCH ETF   2025-02-27 2025-07-24
4. TARGET CORP COM   2023-03-08 2025-02-27
2. TARGET CORP COM   2023-03-08 2025-12-09
4. TESLA INC.   2024-02-22 2025-02-27
2. TESLA INC.   2024-02-22 2025-12-09
2. UNION PAC CORP COM COM   2023-03-08 2025-02-27
1. UNION PAC CORP COM COM   2023-03-08 2025-12-09
22. UNITED PARCEL SERVICE CL B   2023-03-08 2025-02-27
40000. U.S. TREASURY NOTES 1.625% 8/15/29   2021-06-23 2025-02-26
35000. U.S. TREASURY NOTES 1.750% 11/15/29   2021-05-14 2025-02-26
40000. U.S. TREASURY NOTES 1.250% 5/31/28   2021-10-01 2025-02-26
1. UNITEDHEALTH GROUP INC COM   2025-02-27 2025-07-24
1. UNITEDHEALTH GROUP INC COM   2025-02-27 2025-12-09
17000. VERIZON COMM INC 2.550% 3/21/31   2021-05-14 2025-02-26
944.129 VIRTUS KAR SMALL-CAP GROWTH I     2025-02-27
21.585 WILMINGTON GLOBAL ALPHA EQUITIES FD   2024-02-22 2025-07-24
154.187 WILMINGTON REAL ASSET FUND-I   2023-03-08 2025-02-27
451.572 WILMINGTON INTERNATIONAL FUND-I   2024-02-22 2025-02-27
646.161 WILMINGTON INTERNATIONAL FUND-I     2025-07-24
1. ACCENTURE PLC- CL A   2023-03-08 2025-02-27
1. ACCENTURE PLC- CL A   2023-03-08 2025-07-24
8. JOHNSON CONTROLS INTERNATIONAL PLC   2023-03-08 2025-02-27
4. JOHNSON CONTROLS INTERNATIONAL PLC   2023-03-08 2025-12-09
3. NVENT ELECTRIC PLC   2025-02-27 2025-12-09
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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 12     12
b 9,515   8,881 634
c 818   714 104
d 487   476 11
e 820   708 112
446   354 92
442   336 106
346   336 10
1,628   1,380 248
315   292 23
43,120   38,113 5,007
2,425   1,328 1,097
194   95 99
2,222   664 1,558
3,000   2,445 555
1,594   1,081 513
34,796   34,099 697
533   443 90
110   89 21
349   266 83
404   385 19
180   193 -13
926   646 280
554   323 231
2,776   3,271 -495
3,846   2,441 1,405
429   305 124
2,503   1,373 1,130
669   531 138
3,654   3,631 23
953   909 44
2,963   2,465 498
5,792   4,251 1,541
1,372   1,014 358
147   98 49
972   589 383
19,371   19,622 -251
21,473   24,911 -3,438
967   676 291
23,729   26,552 -2,823
1,060   314 746
2,028   314 1,714
512   406 106
73   58 15
353   290 63
5,036   5,569 -533
5,402   4,408 994
935   990 -55
447   495 -48
517   442 75
398   277 121
24,212   25,820 -1,608
14,873   11,185 3,688
8,373   5,821 2,552
3,661   3,221 440
24,307   26,859 -2,552
1,039   483 556
883   483 400
831   867 -36
673   650 23
1,446   1,072 374
1,120   1,082 38
533   541 -8
912   830 82
442   475 -33
23,835   26,625 -2,790
654   182 472
23,836   26,594 -2,758
56,574   49,618 6,956
1,179   867 312
347   177 170
5,792   3,535 2,257
914   499 415
7,688   7,169 519
580   512 68
3,062   1,620 1,442
8,619   4,165 4,454
9,637   6,359 3,278
18,887   15,274 3,613
546   482 64
1,605   1,252 353
2,358   1,241 1,117
299   138 161
1,562   689 873
6   6  
3,088   2,921 167
803   921 -118
444   486 -42
468   486 -18
1,711   1,079 632
539   360 179
308   265 43
309   265 44
450   422 28
2,458   2,486 -28
3,612   2,276 1,336
512   253 259
2,450   1,264 1,186
661   431 230
143   86 57
540   258 282
23,546   26,484 -2,938
2,460   448 2,012
2,404   306 2,098
3,418   3,796 -378
685   355 330
242   89 153
22,898   25,545 -2,647
4,253   4,415 -162
302   346 -44
144   173 -29
278   344 -66
360   221 139
322   221 101
558   524 34
497   653 -156
186   326 -140
1,166   789 377
900   395 505
493   409 84
233   205 28
2,593   4,029 -1,436
35,997   40,458 -4,461
31,488   35,420 -3,932
36,539   40,039 -3,500
281   472 -191
324   472 -148
14,932   17,049 -2,117
28,919   31,053 -2,134
305   274 31
2,228   2,114 114
4,308   3,978 330
7,069   5,405 1,664
358   264 94
281   264 17
685   521 164
463   261 202
319   186 133
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
      18,425
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       12
b       634
c       104
d       11
e       112
      92
      106
      10
      248
      23
      5,007
      1,097
      99
      1,558
      555
      513
      697
      90
      21
      83
      19
      -13
      280
      231
      -495
      1,405
      124
      1,130
      138
      23
      44
      498
      1,541
      358
      49
      383
      -251
      -3,438
      291
      -2,823
      746
      1,714
      106
      15
      63
      -533
      994
      -55
      -48
      75
      121
      -1,608
      3,688
      2,552
      440
      -2,552
      556
      400
      -36
      23
      374
      38
      -8
      82
      -33
      -2,790
      472
      -2,758
      6,956
      312
      170
      2,257
      415
      519
      68
      1,442
      4,454
      3,278
      3,613
      64
      353
      1,117
      161
      873
       
      167
      -118
      -42
      -18
      632
      179
      43
      44
      28
      -28
      1,336
      259
      1,186
      230
      57
      282
      -2,938
      2,012
      2,098
      -378
      330
      153
      -2,647
      -162
      -44
      -29
      -66
      139
      101
      34
      -156
      -140
      377
      505
      84
      28
      -1,436
      -4,461
      -3,932
      -3,500
      -191
      -148
      -2,117
      -2,134
      31
      114
      330
      1,664
      94
      17
      164
      202
      133
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 45,449
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 1,129
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 1,129
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 1,129
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 392
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.............. 7 392
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 737
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)
VT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofM & T TRUST COMPANY Telephone no. (239) 397-5002

Located atPO BOX 1504BUFFALONY ZIP+414240
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
M T TRUST COMPANY TRUSTEE
2 		16,065    
PO BOX 1504
BUFFALO,NY14240
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,781,489
b
Average of monthly cash balances.......................
1b
69,013
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,850,502
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
1,850,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,758
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,822,744
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
91,137
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
91,137
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,129
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,129
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
90,008
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
90,008
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
90,008
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
88,841
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
88,841
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 90,008
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 895
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: $ 88,841
a Applied to 2024, but not more than line 2a 895
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..... 87,946
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 .......... 		2,062
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).)
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)
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

ARTHRITIS FOUNDATION
FBO NEW ENGLAND CHAPTER
PO BOX 4067
CONCORD,NH03302 		N/A   GENERAL USE 28,778

AMERICAN CANCER SOCIETY
NATIONAL OFFICE OF PROBATE & TRUST
MANAGEMENT SERVICES
OAKLAHOMA CITY,OK73162 		N/A   GENERAL USE 28,778

AMER HEART ASSN NORTHEAST AFFILIATE
ESTATE SETTLEMENT
PO BOX 9559
TRENTON,NJ08650 		N/A   GENERAL USE 28,778
Total ................................. 3a 86,334
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 50,960  
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 45,449  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 9  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   96,418  
13Total. Add line 12, columns (b), (d), and (e)..................
13
96,418
(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:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900     900

TY 2025 InvestmentsCorpBondsSchedule
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Name of Bond End of Year Book Value End of Year Fair Market Value
06051GGA1 BANK OF AMER CRP MTN    
09247XAR2 BLACKROCK INC    
10373QBL3 BP CAP MKTS AMER    
172967LS8 CITIGROUP INC V-Q    
202795JN1 COMMONWEALTH EDISON    
30231GBK7 EXXON MOBIL CORP    
38141GXH2 GOLDMAN SACHS GP    
6174468P7 MORGAN STAN MTN V-D    
68389XBV6 ORACLE CORP    
92343VGJ7 VERIZON COMM INC    
97181C811 WILMINGTON BROAD MAR 272,729 275,582
592905509 METWEST TOTAL RETURN 192,741 195,969
024524282 AMERICAN BEACON SIM 17,519 18,912
46654Q575 JPMORGAN MORTGAGE-BA 74,169 75,926

TY 2025 InvestmentsCorpStockSchedule
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 3,719 4,798
00724F101 ADOBE INC 2,017 2,100
03027X100 AMERICAN TOWER CORP 2,001 2,634
126650100 CVS HEALTH CORPORATI    
17275R102 CISCO SYSTEMS INC 2,332 3,543
20030N101 COMCAST CORP NEW A    
244199105 DEERE & CO COMMON 4,646 6,052
437076102 HOME DEPOT INC COM 2,077 5,162
46432F842 ISHARES CORE MSCI EA    
46625H100 JPMORGAN CHASE & CO 4,347 16,433
58933Y105 MERCK & CO INC    
594918104 MICROSOFT CORP 6,109 26,599
617446448 MORGAN STANLEY GROUP 2,498 5,148
00171A852 AMG RIVER RD SM-CAP 17,222 17,591
01878T848 AB CONCENTRATED GR F    
02079K107 ALPHABET INC CL C 7,210 23,849
09250J734 BLACKROCK EVENT DRIV 44,503 46,470
09857L108 BOOKING HOLDINGS INC 2,587 5,355
11135F101 BROADCOM INC 3,139 17,305
125896100 CMS ENERGY CORP COM 2,551 3,077
166764100 CHEVRON CORP 5,278 4,877
19766P868 COLUMBIA OVERSEAS VA 68,083 94,824
22160K105 COSTCO WHOLESALE COR 4,834 8,623
235851102 DANAHER CORP COM 4,984 5,265
254687106 WALT DISNEY CO 5,562 6,257
26875P101 EOG RESOURCES INC CO 4,745 4,200
30303M102 META PLATFORMS INC-A 3,891 10,561
411512478 HARBOR LG-CAP VALUE    
45775L408 T ROWE PRICE LG-CAP 14,239 24,487
461418444 WCM FOCUSED INT'L GR 94,884 102,640
464287598 ISHARES RUSSELL 1000 53,334 72,567
464287614 ISHARES RUSSELL 1000 48,655 79,041
46432F339 ISHARES MSCI USA QUA 52,612 86,002
46434G103 ISHARES CORE MSCI EM 15,120 21,107
478160104 JOHNSON & JOHNSON    
539830109 LOCKHEED MARTIN CORP 2,913 2,902
57636Q104 MASTERCARD INC CL A 5,394 8,563
580135101 MCDONALD'S CORPORATI 2,123 2,445
67066G104 NVIDIA CORP COM 3,723 29,467
681919106 OMNICOM GROUP INC CO    
68389X105 ORACLE CORPORATION C 2,130 4,678
70450Y103 PAYPAL HOLDINGS INC    
713448108 PEPSICO INC COM 2,420 2,009
742718109 PROCTER & GAMBLE CO 3,094 2,580
824348106 SHERWIN WILLIAMS CO 2,210 3,240
907818108 UNION PACIFIC CORP C 2,046 2,313
911312106 UNITED PARCEL SERVIC    
92828N593 VIRTUS KAR SMALL-CAP    
97181C332 WILMINGTON GLOBAL AL 40,917 47,221
97181C431 WILMINGTON REAL ASSE 51,011 54,219
97181C787 WILMINGTON INTERNATI 62,617 83,692
G1151C101 ACCENTURE PLC- CL A 2,375 2,415
G51502105 JOHNSON CONTROLS INT 2,606 4,790
87612E106 TARGET CORP COM 3,916 2,346
00770X675 PZENA EMERG MKTS VAL 16,586 20,724
032654105 ANALOG DEVICES INC 3,394 5,695
053484101 AVALONBAY COMMUNITIE    
023135106 AMAZON.COM INC 7,059 16,388
88160R101 TESLA INC. 3,158 7,196
464287630 ISHARES RUSSELL 2000 29,366 34,974
002824100 ABBOTT LABORATORIES 4,165 4,385
036752103 ELEVANCE HEALTH INC    
025537101 AMERICAN ELECTRIC PO 2,481 3,229
037833100 APPLE INC 4,246 26,370
09290D101 BLACKROCK INC 3,382 5,352
060505104 BANK AMER CORP 4,606 10,175
056823396 BAILLIE GIFFORD EMER 24,036 35,330
009158106 AIR PRODUCTS & CHEMI 2,332 1,976
91324P102 UNITEDHEALTH GROUP I 4,519 3,301
29444U700 EQUINIX INC REIT 3,337 3,065
14064D774 FT BHVRL SM CAP GRW- 17,483 20,677
532457108 ELI LILLY & CO 8,095 9,672
87283Q503 T ROWE PRICE US EQUI 40,109 45,817
56065F282 NYLI PINESTONE US EQ 35,486 37,655
90353T100 UBER TECHNOLOGIES IN 3,682 3,922
G6700G107 NVENT ELECTRIC PLC 2,164 3,569

TY 2025 InvestmentsGovtObligationsSch
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2025 OtherDecreasesSchedule
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Description Amount
2025 TRANSACTIONS POSTED IN 2026 3,416
ROUNDING 3


TY 2025 OtherIncreasesSchedule
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Description Amount
2024 TRANSACTIONS POSTED IN 2025 2,277


TY 2025 TaxesSchedule
Name:
AGAN TRUST FOR SELECTED CHARITIES
EIN:
03-6033050
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAX PAYMENTS 226 0   0
FOREIGN TAXES ON QUALIFIED FOR 527 527   0
FOREIGN TAXES ON NONQUALIFIED 211 211   0