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
STACKHOUSE MARY REINHART FNDT
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 700
  Room/suite
City or town
BEDMINSTER
State or province
NJ
Country  
ZIP or foreign postal code
07921
A Employer identification number

52-7077828
B Telephone number (see instructions)

9087193313
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)$9,804,190J 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... 126,152 126,152  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,102,130
b Gross sales price for all assets on line 6a 4,260,315
7 Capital gain net income (from Part IV, line 2)... 1,102,130
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,539    
12 Total. Add lines 1 through 11........ 1,230,821 1,228,282  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,657 62,742   20,914
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
1,500 0 0 1,500
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
1,078 80   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,240 62,827 0 22,414
25 Contributions, gifts, grants paid....... 420,000 420,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 506,240 62,827 0 442,414
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 724,581
b Net investment income (if negative, enter -0-) 1,165,455
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......... 41,365 335,622 337,850
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
6,008,788 		9,225,738
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
169,244 		172,026
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,828,249 Click to see attachment
List of Attached Documents:
// Content
80,392 		68,576
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,869,614 6,594,046 9,804,190
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,869,614 6,594,046
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,869,614 6,594,046
30 Total liabilities and net assets/fund balances (see instructions). 5,869,614 6,594,046
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,869,614
2
Enter amount from Part I, line 27a .....................
2
724,581
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
47
4
Add lines 1, 2, and 3 ..........................
4
6,594,242
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
196
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,594,046
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 141. FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-01-15
b 68.93 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-01-15
c 133.74 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-01-25
d 94.32 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-01-25
e 483. MICROSOFT CORP   2018-08-29 2025-02-05
138.42 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-02-15
100.84 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-02-15
43.72 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-02-25
31.89 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-02-25
146.42 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-03-15
59.53 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-03-15
48.78 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-03-25
35.78 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-03-25
80000. GOLDMAN SACHS GROUP 3.500% 4/01/25   2022-06-27 2025-04-01
1256. INGERSOLL-RAND INC   2023-08-01 2025-04-04
167.68 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-04-15
97.79 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-04-15
195.97 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-04-25
106.25 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-04-25
159.3 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-05-15
99.66 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-05-15
100000. ORACLE CORP 2.950% 5/15/25   2022-04-27 2025-05-15
203.1 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-05-25
32.41 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-05-25
25000. PNC BANK NA MTN 3.250% 6/01/25   2016-04-28 2025-06-01
523. APPLE COMPUTER INC COM     2025-06-05
855. APPLE COMPUTER INC COM   2023-05-23 2025-06-05
119.98 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-06-15
107.91 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-06-15
42.88 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-06-25
239.17 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-06-25
86000. AMGFI 7.125% 7.125% 3/15/26   2018-08-08 2025-06-27
131.08 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-07-15
58.44 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-07-15
25000. JPMORGAN CHASE & CO 3.900% 7/15/25   2016-03-17 2025-07-15
42.73 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-07-25
225.36 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-07-25
252. ACCENTURE PLC   2025-02-05 2025-07-31
430. ACCENTURE PLC     2025-07-31
888. NORTHERN TRUST CORP   2025-02-05 2025-08-07
840. ZEBRA TECHNOLOGIES CORP CL A     2025-08-07
60000. FFCB 4.375% 8/13/25   2024-08-16 2025-08-13
1059. AMEX ENERGY SELECT SPDR   2024-03-28 2025-08-13
146.67 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-08-15
98.56 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-08-15
129.75 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-08-25
95.75 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-08-25
410. AIR PRODUCTS AND CHEMICALS INC COMMON     2025-08-29
1461. AVERY DENNISON CORP   2022-03-17 2025-08-29
25000. WALGREENS BOOTS 3.450% 6/01/26   2019-12-17 2025-09-12
128.25 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-09-15
77.47 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-09-15
1135. FISERV INC   2022-08-03 2025-09-19
1999. FISERV INC   2022-08-03 2025-09-23
46.59 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-09-25
30.99 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-09-25
2000. BANK OF AMERICA 5.000% PFD SER LL     2025-10-09
60000. FFCB 4.450% 1/14/28   2025-08-14 2025-10-14
116.7 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-10-15
80.9 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-10-15
45.18 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-10-25
31.14 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-10-25
111.74 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-11-15
67.66 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-11-15
683. ALPHABET INC CL A   2018-06-12 2025-11-20
684. AMAZON COM INC     2025-11-20
446. APPLIED MATERIALS INC   2023-02-02 2025-11-20
2469. ARISTA NETWORKS INC   2022-08-12 2025-11-20
139. COSTCO WHOLESALE CORP   2022-03-17 2025-11-20
256. FACEBOOK INC-A   2023-05-23 2025-11-20
2249. FASTENAL CO   2025-06-05 2025-11-20
260. MICROSOFT CORP   2018-08-29 2025-11-20
90. MONOLITHIC PWR SYS INC   2025-04-04 2025-11-20
242. MONOLITHIC PWR SYS INC     2025-11-20
382. VISA INC-CLASS A SHRS     2025-11-20
130.8 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-11-25
31.05 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-11-25
100000. FHLB 4.000% 5/26/27   2022-05-03 2025-11-26
72.26 FHLMC GD PL #G16447 3.500% 9/01/32   2018-03-27 2025-12-15
78.63 FHLMC GD PL #C91778 3.500% 8/01/34   2016-03-30 2025-12-15
122.75 FNMA PL #AS6640 3.500% 2/01/46   2017-12-20 2025-12-25
101.4 FNMA PL #BM1277 4.000% 5/01/47   2017-12-04 2025-12-25
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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 141   147 -6
b 69   74 -5
c 134   139 -5
d 94   100 -6
e 198,908   53,552 145,356
138   144 -6
101   108 -7
44   46 -2
32   34 -2
146   153 -7
60   64 -4
49   51 -2
36   38 -2
80,000   80,000  
86,844   82,031 4,813
168   175 -7
98   105 -7
196   204 -8
106   113 -7
159   166 -7
100   107 -7
100,000   100,000  
203   212 -9
32   34 -2
25,000   25,124 -124
105,588   119,911 -14,323
172,616   147,697 24,919
120   125 -5
108   115 -7
43   45 -2
239   254 -15
87,510   86,036 1,474
131   137 -6
58   62 -4
25,000   25,194 -194
43   45 -2
225   239 -14
68,331   99,606 -31,275
116,597   139,245 -22,648
110,938   100,264 10,674
264,519   242,451 22,068
60,000   60,000  
89,533   99,963 -10,430
147   153 -6
99   105 -6
130   135 -5
96   102 -6
120,707   108,129 12,578
250,230   249,962 268
25,000   25,039 -39
128   134 -6
77   83 -6
149,992   123,008 26,984
259,587   216,647 42,940
47   49 -2
31   33 -2
42,760   50,470 -7,710
60,000   60,000  
117   122 -5
81   86 -5
45   47 -2
31   33 -2
112   116 -4
68   72 -4
200,079   39,166 160,913
150,427   67,277 83,150
99,836   55,547 44,289
301,000   78,333 222,667
124,919   76,120 48,799
150,833   63,741 87,092
88,129   92,586 -4,457
124,758   28,827 95,931
78,945   42,507 36,438
212,276   150,851 61,425
124,596   63,831 60,765
131   136 -5
31   33 -2
100,000   100,000  
72   75 -3
79   84 -5
123   128 -5
101   108 -7
      38
      38
      38
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      38
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      38
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      38
      38
      38
      38
      38
      38
      38
      38
      38
      38
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      38
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      38
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      38
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      38
      38
      38
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      38
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       -6
b       -5
c       -5
d       -6
e       145,356
      -6
      -7
      -2
      -2
      -7
      -4
      -2
      -2
       
      4,813
      -7
      -7
      -8
      -7
      -7
      -7
       
      -9
      -2
      -124
      -14,323
      24,919
      -5
      -7
      -2
      -15
      1,474
      -6
      -4
      -194
      -2
      -14
      -31,275
      -22,648
      10,674
      22,068
       
      -10,430
      -6
      -6
      -5
      -6
      12,578
      268
      -39
      -6
      -6
      26,984
      42,940
      -2
      -2
      -7,710
       
      -5
      -5
      -2
      -2
      -4
      -4
      160,913
      83,150
      44,289
      222,667
      48,799
      87,092
      -4,457
      95,931
      36,438
      61,425
      60,765
      -5
      -2
       
      -3
      -5
      -5
      -7
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,102,130
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 16,200
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 16,200
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 16,200
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,068
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 1,068
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 15,132
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)
NJ
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 ofPEAPACK GLADSTONE BANK Telephone no. (908) 719-3313

Located atPO BOX 700BEDMINSTERNJ ZIP+407921
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
PEAPACK GLADSTONE BANK CO-TRUSTEE
1 		53,131    
PO BOX 700
BEDMINSTER,MP07921
MARY MCCURDY CO-TRUSTEE
1 		15,263    
70 TOPPIN DR
HILTON HEAD,SC29926
MARY PARKER CO-TRUSTEE
1 		15,263    
29 KINGS HILL CT
SUMMIT,NJ07901
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
9,337,961
b
Average of monthly cash balances.......................
1b
250,958
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,588,919
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
9,588,919
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
143,834
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,445,085
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
472,254
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
472,254
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,200
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,200
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
456,054
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
456,054
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
456,054
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
442,414
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
442,414
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 7 456,054
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 208,691
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: $ 442,414
a Applied to 2024, but not more than line 2a 208,691
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..... 233,723
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 .......... 		222,331
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 e-mail address of the person to whom applications should be addressed:
Peapack-Gladstone Bank Attn Jill Pe
233 South Street
Morristown,NJ07960
(201) 285-6170
jpetroro@pgbank.com
bThe form in which applications should be submitted and information and materials they should include:
The form to be used is the NY/NJ Area Common Application.
cAny submission deadlines:
September 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants for environmental purposes and scholarships.
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

REEVES-REED ARBORETUM

165 HOBART AVE
SUMMIT,NJ07901 		NONE   GENERAL OPERATING 175,000

NJ STATE GOLF ASSOCIATION

3 GOLF DR
KENILWORTH,NJ07033 		NONE   GENERAL OPERATING 95,000

GREAT SWAMP WATERSHED ASSOCIATION

568 TEMPE WICK RD
MORRISTOWN,NJ07960 		NONE   GENERAL OPERATING 15,000

STUDENTPARTNER ALLIANCE

561 SPRINGFIELD AVE
SUMMIT,NJ07901 		NONE   GENERAL OPERATING 25,000

CONSERVANCY OF SOUTHWEST FLORIDA

1495 SMITH PRESERVE WAY
NAPLES,FL34102 		NONE   GENERAL OPERATING 20,000

SUMMIT AREA YMCA

490 MORRIS AVE
SUMMIT,NJ07901 		NONE   GENERAL OPERATING 40,000

NEW JERSEY AUDUBON SOCIETY

PO BOX 157
MENDHAM,NJ07945 		NONE   GENERAL OPERATING 10,000

ANTIOCH EDUCATIONAL CENTER

7557 W MAIN ST
RIDGELAND,SC29936 		NONE   GENERAL OPERATING 15,000

EVANS SCHOLARS FOUNDATION

1 BRIAR RD
GOLF,IL60029 		NONE   GENERAL OPERATING 25,000
Total ................................. 3a 420,000
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 ....     14 126,152  
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 1,102,130  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,539  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,230,821  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,230,821
(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:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Name of Bond End of Year Book Value End of Year Fair Market Value
37045XBG0 GENERAL MOTORS FINL 25,226 25,020
85172FAN9 AMGFI 7.125% 44,018 44,324
85172FAQ2 SPRINGLEAF FINANCE 100,000 102,682

TY 2025 InvestmentsCorpStockSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 99,579 154,231
020002101 ALLSTATE CORP COM 250,869 244,160
02079K305 ALPHABET INC CL A 97,944 534,604
023135106 AMAZON COM INC 121,681 332,381
025816109 AMERICAN EXPRESS COM 249,889 266,364
032654105 ANALOG DEVICES INC 205,673 274,997
038222105 APPLIED MATERIALS IN 158,172 326,377
040413205 ARISTA NETWORKS INC 112,916 466,336
09290D101 BLACKROCK INC 186,839 372,478
110122108 BRISTOL MYERS SQUIBB 282,910 272,990
11135F101 BROADCOM INC 73,708 139,824
149123101 CATERPILLAR INC 259,961 329,973
22160K105 COSTCO WHOLESALE COR 220,147 346,661
235851102 DANAHER CORP 161,892 359,404
30303M102 FACEBOOK INC-A 159,600 423,118
437076102 HOME DEPOT INC 185,631 320,013
45866F104 INTERCONTINENTAL EXC 123,672 110,619
461202103 INTUIT COM 337,515 324,586
594918104 MICROSOFT CORP 61,978 270,344
617446448 MORGAN STANLEY 295,798 376,009
67066G104 NVIDIA CORP 259,764 348,009
773903109 ROCKWELL AUTOMATION 251,838 261,455
808513105 SCHWAB CHARLES CORP 223,240 230,193
883556102 THERMO FISHER SCIENT 190,192 376,643
892356106 TRACTOR SUPPLY CO CO 145,842 134,327
89417E109 TRAVELERS COS INC 206,040 233,498
922475108 VEEVA SYSTEMS INC CL 242,883 228,588
92826C839 VISA INC-CLASS A SHR 147,940 387,535
98419M100 XYLEM INC/NY 250,415 245,260
G87052109 TE CONNECTIVITY PLC 172,838 191,336
N07059210 ASML HOLDING N.V. SP 271,422 343,425

TY 2025 InvestmentsOtherSchedule2
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC      
02079K305 ALPHABET INC CL A      
023135106 AMAZON COM INC      
032654105 ANALOG DEVICES INC      
037833100 APPLE COMPUTER INC C      
038222105 APPLIED MATERIALS IN      
053611109 AVERY DENNISON CORP      
06055H202 BANK OF AMERICA 5.00      
110122108 BRISTOL MYERS SQUIBB      
22160K105 COSTCO WHOLESALE COR      
235851102 DANAHER CORP      
30303M102 FACEBOOK INC-A      
3128MFL48 FHLMC GD PL #G16447 AT COST 3,286 3,122
3128P76P3 FHLMC GD PL #C91778 AT COST 5,299 4,853
3130ARYA3 FHLB      
3138WGLW2 FNMA PL #AS6640 AT COST 11,940 10,866
3140J5M30 FNMA PL #BM1277 AT COST 10,238 9,335
337738108 FISERV INC      
37045XBG0 GENERAL MOTORS FINL      
38141GXJ8 GOLDMAN SACHS GROUP      
437076102 HOME DEPOT INC      
45687V106 INGERSOLL-RAND INC      
46625HMN7 JPMORGAN CHASE & CO      
49446R737 KIMCO REALTY 5.125% AT COST 49,629 40,400
594918104 MICROSOFT CORP      
609839105 MONOLITHIC PWR SYS I      
68389XBC8 ORACLE CORP      
69353REQ7 PNC BANK NA MTN      
85172FAN9 AMGFI 7.125%      
85172FAQ2 SPRINGLEAF FINANCE      
883556102 THERMO FISHER SCIENT      
922475108 VEEVA SYSTEMS INC CL      
92826C839 VISA INC-CLASS A SHR      
931427AQ1 WALGREENS BOOTS      
989207105 ZEBRA TECHNOLOGIES C      
G1151C101 ACCENTURE PLC      
009158106 AIR PRODUCTS AND CHE      
040413205 ARISTA NETWORKS INC      
09290D101 BLACKROCK INC      
149123101 CATERPILLAR INC      
3133ERPF2 FFCB      
617446448 MORGAN STANLEY      
81369Y506 AMEX ENERGY SELECT S      
892356106 TRACTOR SUPPLY CO CO      
89417E109 TRAVELERS COS INC      

TY 2025 OtherDecreasesSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Description Amount
MUTUAL FUND TIMING ADJ 196


TY 2025 OtherExpensesSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 5 5   0


TY 2025 OtherIncomeSchedule2
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,539 0  


TY 2025 OtherIncreasesSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Description Amount
PY PURCHASE OF ACCRUED INTEREST 44
ROUNDING 3


TY 2025 TaxesSchedule
Name:
STACKHOUSE MARY REINHART FNDT
EIN:
52-7077828
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 80 80   0
FEDERAL ESTIMATES - PRINCIPAL 998 0   0