Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE BULLER FOUNDATION
C/O KWM CPAS LLP
Number and street (or P.O. box number if mail is not delivered to street address) 100 JERICHO QUADRANGLE 220
  Room/suite
City or town
JERICHO
State or province
NY
Country  
ZIP or foreign postal code
11753
A Employer identification number

47-1291497
B Telephone number (see instructions)

5166670742
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)$8,179,039J 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) 520,988
2 Check .................
3 Interest on savings and temporary cash investments 10,494 10,494  
4 Dividends and interest from securities... 265,197 265,197  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 540,864
b Gross sales price for all assets on line 6a 3,958,869
7 Capital gain net income (from Part IV, line 2)... 540,864
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,337,543 816,555 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,858 829 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,100 27,100 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,958 27,929 0 0
25 Contributions, gifts, grants paid....... 776,470 776,470
26 Total expenses and disbursements. Add lines 24 and 25 ................ 874,428 27,929 0 776,470
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 463,115
b Net investment income (if negative, enter -0-) 788,626
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............. 164,567 279,403 279,403
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 625,196 Click to see attachment
List of Attached Documents:
// Content
3,551,952 		4,266,816
c Investments—corporate bonds (attach schedule)....... 2,961,297 Click to see attachment
List of Attached Documents:
// Content
2,794,625 		2,855,472
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,484,541 Click to see attachment
List of Attached Documents:
// Content
752,800 		777,348
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) 7,235,601 7,378,780 8,179,039
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 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........... 7,235,601 7,378,780
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........    
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)..... 7,235,601 7,378,780
30 Total liabilities and net assets/fund balances (see instructions). 7,235,601 7,378,780
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
7,235,601
2
Enter amount from Part I, line 27a .....................
2
463,115
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,698,716
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
319,936
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,378,780
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 279 SHS AGNC INVESTMENT CORP CMN P 2024-08-05 2025-05-13
b 297 SHS AGNC INVESTMENT CORP CMN P 2025-02-26 2025-05-13
c 11 SHS AGNC INVESTMENT CORP CMN P 2025-01-13 2025-05-15
d 716 SHS AGNC INVESTMENT CORP CMN P 2024-08-05 2025-05-15
e 8 SHS ALPHABET INC. CMN CLASS A P 2024-04-29 2025-04-11
62 SHS ALPHABET INC. CMN CLASS A P 2024-04-29 2025-10-09
73 SHS AMAZON.COM INC CMN P 2024-04-29 2025-10-09
15 SHS AMAZON.COM INC CMN P 2024-04-29 2025-10-31
28 SHS AMRIZE LTD (US) CMN P 2025-08-11 2025-10-09
115 SHS AMRIZE LTD (US) CMN P 2025-08-07 2025-10-09
54 SHS AMRIZE LTD (US) CMN P 2025-08-07 2025-11-26
34.95 SHS ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL P 2025-09-29 2025-10-08
58.74 SHS ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL P 2025-06-27 2025-10-08
635.59 SHS ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL P 2025-06-02 2025-10-08
2162.1 SHS ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL P 2024-04-24 2025-10-08
1 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-01-17 2025-05-02
7 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-01-27 2025-05-02
16 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-01-13 2025-05-02
22 SHS BECTON, DICKINSON AND COMPANY CMN P 2024-09-24 2025-05-02
2 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-01-13 2025-05-12
4 SHS BECTON, DICKINSON AND COMPANY CMN P 2024-09-24 2025-05-12
10 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-02-10 2025-05-12
23 SHS BECTON, DICKINSON AND COMPANY CMN P 2025-02-28 2025-05-12
32 SHS BECTON, DICKINSON AND COMPANY CMN P 2024-09-24 2025-05-12
15 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-02-26 2025-07-23
2 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-02-07 2025-08-01
2 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-02-26 2025-08-01
7 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-02-07 2025-08-18
5 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-02-07 2025-10-09
11 SHS BERKSHIRE HATHAWAY INC. CLASS B P 2025-10-07 2025-10-09
5 SHS CAPITAL ONE FINANCIAL CORP CMN P 2025-05-15 2025-10-07
21 SHS CAPITAL ONE FINANCIAL CORP CMN P 2025-07-02 2025-10-07
39 SHS CAPITAL ONE FINANCIAL CORP CMN P 2025-05-15 2025-10-09
11 SHS CAPITAL ONE FINANCIAL CORP CMN P 2025-05-15 2025-10-20
1 SHS COCA-COLA CONSOLIDATED INC CMN P 2024-07-01 2025-04-08
1 SHS COCA-COLA CONSOLIDATED INC CMN P 2025-04-21 2025-05-05
4 SHS COCA-COLA CONSOLIDATED INC CMN P 2024-07-01 2025-05-05
17 SHS COMFORT SYSTEMS USA INC COMMON STOCK P 2024-08-05 2025-01-13
27 SHS COMFORT SYSTEMS USA INC COMMON STOCK P 2024-08-05 2025-02-18
5 SHS COMFORT SYSTEMS USA INC COMMON STOCK P 2024-08-05 2025-01-27
33 SHS CORTEVA, INC. CMN P 2024-06-21 2025-02-07
156 SHS CORTEVA, INC. CMN P 2024-05-22 2025-02-07
191 SHS CORTEVA, INC. CMN P 2024-05-10 2025-02-07
80 SHS DANAHER CORPORATION CMN P 2024-04-29 2025-02-10
19 SHS DOORDASH INC CMN CLASS A P 2024-05-30 2025-01-13
5 SHS DOORDASH INC CMN CLASS A P 2024-05-30 2025-01-17
34 SHS DOORDASH INC CMN CLASS A P 2024-05-30 2025-02-10
37 SHS DOORDASH INC CMN CLASS A P 2024-05-30 2025-02-26
35 SHS DOORDASH INC CMN CLASS A P 2024-05-30 2025-03-07
9 SHS EATON CORP PLC CMN P 2024-09-24 2025-02-14
27 SHS EATON CORP PLC CMN P 2024-09-24 2025-02-26
24 SHS EATON CORP PLC CMN P 2024-09-24 2025-03-27
4 SHS EATON CORP PLC CMN P 2025-05-13 2025-09-24
5 SHS EATON CORP PLC CMN P 2025-08-05 2025-09-24
23 SHS EATON CORP PLC CMN P 2025-05-13 2025-10-09
509.82 SHS EATON VANCE INCOME FUND OF BOSTON I P 2024-09-30 2025-06-02
516.91 SHS EATON VANCE INCOME FUND OF BOSTON I P 2024-08-30 2025-06-02
530.91 SHS EATON VANCE INCOME FUND OF BOSTON I P 2020-10-31 2025-06-02
642.15 SHS EATON VANCE INCOME FUND OF BOSTON I P 2024-11-29 2025-06-02
665.94 SHS EATON VANCE INCOME FUND OF BOSTON I P 2025-02-28 2025-06-02
675.94 SHS EATON VANCE INCOME FUND OF BOSTON I P 2025-01-31 2025-06-02
17035.26 SHS EATON VANCE INCOME FUND OF BOSTON I P 2024-11-01 2025-06-02
7 SHS ELI LILLY & CO CMN P 2025-08-19 2025-10-09
8 SHS ELI LILLY & CO CMN P 2025-09-25 2025-10-09
2 SHS ELI LILLY & CO CMN P 2025-10-20 2025-11-12
1 SHS ELI LILLY & CO CMN P 2025-12-19 2025-12-22
26 SHS EXPAND ENERGY CORP CMN P 2024-12-09 2025-05-02
27 SHS EXPAND ENERGY CORP CMN P 2025-01-13 2025-05-02
52 SHS EXPAND ENERGY CORP CMN P 2024-12-09 2025-10-09
44 SHS EXXON MOBIL CORPORATION CMN P 2025-02-07 2025-10-09
1470.59 SHS GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU P 2025-06-02 2025-10-08
4102.03 SHS GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P P 2024-04-24 2025-10-08
25 SHS INTERCONTINENTAL EXCHANGE INC CMN P 2025-09-25 2025-10-09
79 SHS INTERCONTINENTAL EXCHANGE INC CMN P 2024-04-29 2025-05-15
25 SHS INTERCONTINENTAL EXCHANGE INC CMN P 2024-04-29 2025-10-09
9 SHS INTERCONTINENTAL EXCHANGE INC CMN P 2024-04-29 2025-11-26
6 SHS INTUIT INC CMN P 2024-06-21 2025-03-28
26 SHS INTUIT INC CMN P 2024-05-29 2025-03-28
6 SHS JPMORGAN CHASE & CO CMN P 2024-04-29 2025-10-07
36 SHS JPMORGAN CHASE & CO CMN P 2024-04-29 2025-10-09
1018 SHS KOSMOS ENERGY LTD. CMN P 2024-04-29 2025-03-07
8 SHS KOSMOS ENERGY LTD. CMN P 2024-06-26 2025-03-24
645 SHS KOSMOS ENERGY LTD. CMN P 2024-12-03 2025-03-24
849 SHS KOSMOS ENERGY LTD. CMN P 2024-04-29 2025-03-24
503 SHS KOSMOS ENERGY LTD. CMN P 2024-04-29 2025-02-07
2 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-01-28 2025-02-19
1 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-01-28 2025-04-11
3 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-05-12 2025-10-09
8 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2024-10-15 2025-10-09
2 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-07-28 2025-10-09
10 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-01-28 2025-10-09
2 SHS META PLATFORMS INC-CLASS A CMN CLASS A P 2025-11-13 2025-11-13
4 SHS MICROSOFT CORPORATION CMN (XXX-XX-XXXX) P 2025-06-03 2025-09-24
3 SHS MICROSOFT CORPORATION CMN (XXX-XX-XXXX) P 2024-04-29 2025-05-06
16 SHS MICROSOFT CORPORATION CMN (XXX-XX-XXXX) P 2024-04-29 2025-09-24
33 SHS MICROSOFT CORPORATION CMN (XXX-XX-XXXX) P 2024-04-29 2025-10-09
29 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-03-28 2025-05-12
5 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-03-28 2025-05-16
17 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-03-07 2025-05-16
21 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-03-07 2025-06-05
27 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-03-18 2025-06-05
30 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-02-18 2025-06-05
79 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-02-26 2025-06-05
44 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-09-25 2025-10-09
44 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-02-18 2025-10-09
161 SHS MONDELEZ INTERNATIONAL, INC. CMN P 2025-02-18 2025-12-17
4 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-01-13
5 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-01-29
6 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-04-09
1 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2025-08-06 2025-09-25
2 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2025-10-31 2025-11-12
2 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-09-25
10 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-10-09
1 SHS MONOLITHIC POWER SYSTEMS, INC. CMN P 2024-04-29 2025-10-27
16 SHS MOTOROLA SOLUTIONS INC CMN P 2025-04-01 2025-10-09
31 SHS MOTOROLA SOLUTIONS INC CMN P 2025-04-01 2025-11-26
79 SHS NVIDIA CORPORATION CMN P 2024-04-29 2025-01-28
34 SHS NVIDIA CORPORATION CMN P 2024-04-29 2025-04-21
8 SHS NVIDIA CORPORATION CMN P 2025-07-28 2025-10-09
99 SHS NVIDIA CORPORATION CMN P 2024-04-29 2025-10-09
73 SHS ON SEMICONDUCTOR CORPORATION CMN P 2024-04-29 2025-01-27
135 SHS ON SEMICONDUCTOR CORPORATION CMN P 2024-04-29 2025-02-10
1 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2024-04-29 2025-01-31
2 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2024-04-29 2025-04-30
3 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2025-02-10 2025-04-30
20 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2025-06-04 2025-08-04
25 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2025-06-04 2025-10-09
1 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2024-04-29 2025-05-16
63 SHS O'REILLY AUTOMOTIVE, INC. CMN P 2024-04-29 2025-10-09
2 SHS SAIA, INC. CMN P 2024-12-23 2025-02-26
5 SHS SAIA, INC. CMN P 2024-04-29 2025-02-26
16 SHS SAIA, INC. CMN P 2024-04-29 2025-04-30
26 SHS SAIA, INC. CMN P 2024-04-29 2025-05-01
7 SHS SAIA, INC. CMN (78709Y105) P 2024-07-18 2025-04-30
1 SHS SERVICENOW INC CMN P 2024-08-05 2025-02-26
3 SHS SERVICENOW INC CMN P 2024-06-26 2025-02-26
2 SHS SERVICENOW INC CMN P 2025-06-03 2025-07-02
4 SHS SERVICENOW INC CMN P 2025-05-12 2025-07-02
4 SHS SERVICENOW INC CMN P 2024-06-26 2025-08-15
6 SHS SERVICENOW INC CMN P 2024-06-26 2025-10-09
18 SHS SHERWIN-WILLIAMS CO CMN P 2025-05-05 2025-07-23
4 SHS SHERWIN-WILLIAMS CO CMN P 2025-05-21 2025-10-09
5 SHS SHERWIN-WILLIAMS CO CMN P 2025-06-04 2025-10-09
8 SHS SHERWIN-WILLIAMS CO CMN P 2025-05-05 2025-10-09
2 SHS SHERWIN-WILLIAMS CO CMN P 2024-04-29 2025-10-09
35 SHS SHERWIN-WILLIAMS CO CMN P 2024-04-29 2025-12-24
3 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-08 2025-12-24
14 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-08 2025-12-24
1 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-28 2025-07-02
3 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-21 2025-07-02
3 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-06-03 2025-07-02
3 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-08 2025-10-09
4 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-10-01 2025-10-09
7 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-11 2025-10-09
9 SHS SPOTIFY TECHNOLOGY S.A. CMN P 2025-04-08 2025-11-26
14 SHS TAIWAN SEMICONDUCTOR MFG P 2024-10-17 2025-10-20
35 SHS TAIWAN SEMICONDUCTOR MFG P 2024-10-16 2025-10-20
14 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD P 2024-10-17 2025-10-09
12 SHS TOPBUILD CORP. CMN (89055F103) P 2024-09-19 2025-08-18
8 SHS TOPBUILD CORP. CMN (89055F103) P 2024-09-19 2025-09-24
14 SHS TOPBUILD CORP. CMN (89055F103) P 2024-09-19 2025-10-09
1 SHS TOPBUILD CORP. CMN (89055F103) P 2024-09-19 2025-11-26
2 SHS TOPBUILD CORP. CMN (89055F103) P 2024-10-30 2025-11-26
1 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-08-05 2025-12-23
1 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-12-01 2025-12-23
7 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-05-23 2025-12-23
2 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-06-05 2025-10-09
2 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-05-23 2025-10-09
1 SHS TRANSDIGM GROUP INCORPORATED CMN P 2025-05-23 2025-10-30
1 SHS UNITED RENTALS, INC. CMN P 2025-07-02 2025-09-24
4 SHS UNITED RENTALS, INC. CMN P 2025-08-04 2025-09-24
5 SHS UNITED RENTALS, INC. CMN P 2025-07-02 2025-10-09
8 SHS UNITED RENTALS, INC. CMN P 2025-05-13 2025-10-09
6 SHS UNITED THERAPEUTICS CORP CMN P 2025-02-19 2025-05-12
7 SHS UNITED THERAPEUTICS CORP CMN P 2025-03-19 2025-05-19
35 SHS UNITED THERAPEUTICS CORP CMN P 2025-02-19 2025-05-19
699 SHS VANGUARD S&P 500 ETF P 2025-06-03 2025-10-08
48 SHS WALT DISNEY COMPANY (THE) CMN P 2024-04-29 2025-03-28
23 SHS WALT DISNEY COMPANY (THE) CMN P 2024-04-29 2025-04-09
69 SHS WALT DISNEY COMPANY (THE) CMN P 2024-04-29 2025-05-07
46 SHS WALT DISNEY COMPANY (THE) CMN P 2024-04-29 2025-10-09
11 SHS XYLEM INC. CMN P 2025-05-20 2025-10-09
39 SHS XYLEM INC. CMN P 2025-03-31 2025-10-09
26 SHS XYLEM INC. CMN P 2025-03-31 2025-11-26
10 SHS ZOETIS INC. CMN CLASS A P 2025-02-14 2025-05-06
5 SHS ZOETIS INC. CMN CLASS A P 2025-02-14 2025-07-23
16 SHS ZOETIS INC. CMN CLASS A P 2024-04-29 2025-05-15
44 SHS ZOETIS INC. CMN CLASS A P 2024-04-29 2025-07-23
22 SHS ZOETIS INC. CMN CLASS A P 2024-04-29 2025-08-06
77 SHS ZOETIS INC. CMN CLASS A P 2024-04-29 2025-08-15
931 SHS CATERPILLAR INC D 2022-01-26 2025-12-04
16000 SHSAMERIPRISE FINANCIAL INC 2.875% 09/15/2026 USD SR P 2024-05-01 2025-03-13
23000 SHSAMGEN INC. 3.125% 05/01/2025 SR LIEN P 2024-05-01 2025-03-13
15000 SHSBANK OF NY MELLON CORP HYBRID MTN 03/14/2030 P 2024-03-14 2025-03-13
23000 SHSDOWDUPONT INC. 4.493% 11/15/2025 SR LIEN P 2024-05-01 2025-03-13
23000 SHSEBAY INC. 1.4% 05/10/2026 SR LIEN P 2024-05-01 2025-03-13
40000 SHSGENERAL DYNAMICS CORPORATION 1.15% 06/01/2026 SR P 2024-05-01 2025-03-13
14000 SHSGLOBAL PAYMENTS INC 5.3% 08/15/2029 USD SR LIEN P 2024-05-01 2025-03-13
28000 SHSHEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 P 2024-05-01 2025-03-13
8000 SHSJPMORGAN CHASE & CO. HYBRID 04/22/2027 USD SR LIEN P 2024-07-24 2025-03-13
44000 SHSJPMORGAN CHASE & CO. HYBRID 04/22/2027 USD SR LIEN P 2024-05-01 2025-03-13
42000 SHSMORGAN STANLEY HYBRID MTN 07/22/2028 USD SR LIEN P 2024-05-01 2025-03-13
16000 SHSPFIZER INVESTMENT ENTERPRISES 4.45% 05/19/2028 P 2024-05-01 2025-03-13
12000 SHSSTARBUCKS CORP 2.45% 06/15/2026 USD SR LIEN P 2024-11-06 2025-03-13
19000 SHSSTARBUCKS CORP 2.45% 06/15/2026 USD SR LIEN P 2024-11-06 2025-03-13
24000 SHSSTRYKER CORP 1.15% 06/15/2025 SR LIEN P 2024-05-01 2025-03-13
44000 SHSALPHABET INC. 1.1% 08/15/2030 USD SR LIEN P 2025-03-13 2025-05-05
71000 SHSAPPLE INC. 1.7% 08/05/2031 USD SR LIEN P 2024-11-06 2025-05-05
13000 SHSAUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 P 2024-11-06 2025-05-05
7000 SHSCBOE HOLDINGS INC 3.65% 01/12/2027 USD SR LIEN P 2024-07-24 2025-05-05
9000 SHSENBRIDGE INC 1.6% 10/04/2026 USD SR LIEN P 2024-11-13 2025-05-05
70000 SHSNVIDIA CORP 2.0% 06/15/2031 USD SR LIEN P 2024-11-06 2025-05-05
16000 SHSPROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN P 2024-11-06 2025-05-05
9000 SHSSABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 USD P 2024-01-13 2025-05-05
19000 SHSVISA INC. 1.1% 02/15/2031 USD SR LIEN P 2025-03-13 2025-05-05
8000 SHSAIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN P 2024-11-13 2025-06-02
3000 SHSAIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 USD SR P 2024-11-13 2025-06-02
7000 SHSAIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 USD SR P 2024-07-24 2025-06-02
39000 SHSAUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 P 2024-11-06 2025-06-02
8000 SHSBANK OF NOVA SCOTIA 5.35% 12/07/2026 USD SR LIEN P 2024-11-06 2025-06-02
3000 SHSBANK OF NY MELLON CORP HYBRID MTN 03/14/2030 USD P 2024-11-06 2025-06-02
9000 SHSCANADIAN IMPERIAL BANK OF COMM 5.26% 04/08/2029 P 2024-11-13 2025-06-02
64000 SHSCOCA-COLA COMPANY (THE) 1.375% 03/15/2031 USD SR P 2025-03-13 2025-06-02
9000 SHSDTE ENERGY COMPANY 5.1% 03/01/2029 USD SR LIEN P 2024-11-13 2025-06-02
10000 SHSHOME DEPOT INC 1.375% 03/15/2031 USD SR LIEN P 2025-03-13 2025-06-02
58000 SHSJOHNSON & JOHNSON 4.9% 06/01/2031 USD SR LIEN P 2024-11-06 2025-06-02
10000 SHSMORGAN STANLEY HYBRID MTN 02/13/2032 USD SER P 2025-03-13 2025-06-02
9000 SHSNATIONAL GRID PLC 5.602% 06/12/2028 USD SR LIEN P 2024-11-13 2025-06-02
10000 SHSNOVARTIS CAPITAL CORPORATION 4.0% 09/18/2031 USD P 2024-11-06 2025-06-02
9000 SHSNUTRIEN LTD. 4.9% 03/27/2028 USD SR LIEN P 2024-11-13 2025-06-02
17000 SHSPROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN P 2024-11-06 2025-06-02
36000 SHSPRUDENTIAL FINANCIAL INC MTN 2.1% 03/10/2030 US P 2025-03-13 2025-06-02
18000 SHSREPUBLIC SERVICES INC 2.3% 03/01/2030 USD SR LIEN P 2024-11-06 2025-06-02
18000 SHSSTATE STREET CORP HYBRID 11/21/2029 USD SR LIEN CPN P 2024-11-06 2025-06-02
10000 SHSWASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN P 2025-03-13 2025-06-02
9000 SHSKEURIG DR PEPPER INC. 5.2% 03/15/2031 USD SER 10 P 2024-11-06 2025-09-09
8000 SHSBANK OF NOVA SCOTIA 5.35% 12/07/2026 USD SR LIEN P 2024-11-06 2025-09-29
1000 SHSAIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN P 2024-11-13 2025-10-08
23000 SHSAMERIPRISE FINANCIAL INC 2.875% 09/15/2026 USD P 2024-05-01 2025-05-05
38000 SHSCBOE HOLDINGS INC 3.65% 01/12/2027 USD SR LIEN P 2024-05-01 2025-05-05
25000 SHSENBRIDGE INC 1.6% 10/04/2026 USD SR LIEN P 2024-05-01 2025-05-05
18000 SHSENERGY TRANSFER OPERATNG 5.5% 06/01/2027 USD SER P 2024-05-01 2025-05-05
14000 SHSNEXTERA ENERGY CAPITAL 3.55% 05/01/2027 USD SR LIEN P 2024-05-01 2025-05-05
3000 SHSSABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 P 2024-05-01 2025-05-05
44000 SHSTORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 P 2024-05-01 2025-05-05
19000 SHSAT&T INC. 4.3% 02/15/2030 USD SER WI SR LIEN P 2024-05-01 2025-06-02
19000 SHSAUTOZONE INC 3.75% 06/01/2027 USD SR LIEN P 2024-05-01 2025-06-02
7000 SHSBANK OF NY MELLON CORP HYBRID MTN 03/14/2030 USD P 2024-05-01 2025-06-02
19000 SHSCARDINAL HEALTH, INC. 3.41% 06/15/2027 USD SR LIEN P 2024-05-01 2025-06-02
5000 SHSDTE ENERGY COMPANY 5.1% 03/01/2029 USD SR LIEN P 2024-05-01 2025-06-02
19000 SHSKELLOGG CO 3.4% 11/15/2027 USD SR LIEN P 2024-05-01 2025-06-02
11000 SHSNATIONAL GRID PLC 5.602% 06/12/2028 P 2024-05-01 2025-06-02
5000 SHSNUTRIEN LTD. 4.9% 03/27/2028 USD SR LIEN P 2024-05-01 2025-06-02
9000 SHSPFIZER INVESTMENT ENTERPRISES 4.45% 05/19/2028 P 2024-05-01 2025-06-02
13000 SHSPHILIP MORRIS INTL INC 5.125% 11/17/2027 USD SR LIEN P 2024-05-01 2025-06-02
15000 SHSPROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN P 2024-05-01 2025-06-02
1000 SHSREPUBLIC SERVICES INC 2.3% 03/01/2030 USD SR LIEN P 2024-05-01 2025-06-02
25000 SHSSABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 USD P 2024-05-01 2025-06-02
39000 SHSSTATE STREET CORP HYBRID 11/21/2029 USD SR LIEN CPN P 2024-05-01 2025-06-02
21000 SHSTOYOTA MOTOR CREDIT CORP MTN 5.0% 03/19/2027 P 2024-05-01 2025-06-02
19000 SHSXYLEM INC 3.25% 11/01/2026 USD SR LIEN P 2024-05-01 2025-06-02
3000 SHSKEURIG DR PEPPER INC. 5.2% 03/15/2031 USD SER 10 SR P 2024-05-01 2025-09-09
35000 SHSBANK OF NOVA SCOTIA 5.35% 12/07/2026 USD SR LIEN P 2024-05-01 2025-09-29
19000 SHSBUNGE LIMITED FINANCE CORP. 3.25% 08/15/2026 USD SR P 2024-05-01 2025-09-29
15000 SHSCARRIER GLOBAL CORPORATION 2.493% 02/15/2027 USD P 2024-05-01 2025-09-29
24000 SHSLOWE'S COMPANIES, INC. 3.35% 04/01/2027 USD SR LIEN P 2024-05-01 2025-09-29
34000 SHSNEXTERA ENERGY CAPITAL 3.55% 05/01/2027 USD SR LIEN P 2024-05-01 2025-09-29
46000 SHSSIMON PROPERTY GROUP INC 1.375% 01/15/2027 USD SR P 2024-05-01 2025-09-29
11000 SHSTOYOTA MOTOR CREDIT CORP MTN 5.0% 03/19/2027 USD P 2024-05-01 2025-09-29
36000 SHSAIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN P 2024-05-01 2025-10-08
15000 SHSKEURIG DR PEPPER INC. 5.2% 03/15/2031 USD SER 10 P 2024-05-01 2025-10-24
2000 SHSAMERICAN ELECTRIC POWER COMPAN 5.2% 01/15/2029 P 2024-05-01 2025-11-25
9000 SHSAMERICAN ELECTRIC POWER COMPAN 5.2% 01/15/2029 P 2024-11-13 2025-11-25
24000 SHSANTHEM INC 3.65% 12/01/2027 USD SR LIEN P 2024-05-01 2025-11-25
20000 SHSAUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 P 2024-11-06 2025-11-25
34000 SHSBANK OF NY MELLON CORP HYBRID MTN 03/14/2030 USD P 2024-05-01 2025-11-25
8000 SHSBROADCOM INC. 4.15% 11/15/2030 USD SER WI SR LIEN P 2024-07-24 2025-11-25
14000 SHSBROADCOM INC. 4.15% 11/15/2030 USD SER WI SR LIEN P 2024-05-01 2025-11-25
2000 SHSCANADIAN NATURAL RESOURCES LIM 3.85% 06/01/2027 P 2024-05-01 2025-11-25
9000 SHSCANADIAN NATURAL RESOURCES LIM 3.85% 06/01/2027 P 2024-11-13 2025-11-25
38000 SHSINTERCONTINENTAL EXCHANGE, INC 4.0% 09/15/2027 USD P 2024-05-01 2025-11-25
39000 SHSMITSUBISHI UFJ FINANCIAL GROUP 3.287% 07/25/2027 P 2024-05-01 2025-11-25
18000 SHSNASDAQ, INC. 5.35% 06/28/2028 USD SR LIEN P 2024-05-01 2025-11-25
12000 SHSNOVARTIS CAPITAL CORPORATION 4.0% 09/18/2031 P 2024-11-06 2025-11-25
15000 SHSREPUBLIC SERVICES INC 2.3% 03/01/2030 USD SR LIEN P 2024-05-01 2025-11-25
11000 SHSTOYOTA MOTOR CREDIT CORP MTN 5.0% 03/19/2027 P 2024-05-01 2025-11-25
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,518   2,740 -222
b 2,681   3,151 -470
c 98   100 -2
d 6,408   7,031 -623
e 1,241   1,346 -105
14,922   10,430 4,492
16,515   13,161 3,354
3,697   2,704 993
1,344   1,334 10
5,518   5,445 73
2,729   2,557 172
1,940   1,893 47
3,261   3,061 200
35,282   33,000 2,282
120,018   102,245 17,773
168   238 -70
1,176   1,725 -549
2,687   3,791 -1,104
3,694   5,207 -1,513
347   470 -123
695   947 -252
1,737   2,295 -558
3,995   5,126 -1,131
5,534   7,574 -2,040
7,217   7,479 -262
947   948 -1
947   997 -50
3,334   3,318 16
2,480   2,370 110
5,455   5,518 -63
1,067   981 86
4,482   4,552 -70
8,218   7,648 570
2,359   2,157 202
1,351   1,116 235
1,139   1,389 -250
4,556   4,464 92
7,411   5,082 2,329
10,371   8,072 2,299
2,128   1,495 633
2,060   1,733 327
9,737   8,863 874
11,922   11,174 748
16,280   19,757 -3,477
3,192   2,113 1,079
872   556 316
6,582   3,782 2,800
7,426   4,115 3,311
6,060   3,893 2,167
2,792   2,955 -163
8,026   8,865 -839
6,830   7,880 -1,050
1,482   1,313 169
1,853   1,802 51
8,666   7,550 1,116
2,651   2,651 0
2,688   2,688 0
2,761   2,763 -2
3,339   3,365 -26
3,463   3,483 -20
3,515   3,528 -13
88,583   88,754 -171
5,979   4,953 1,026
6,833   5,814 1,019
2,011   1,601 410
1,068   1,068 0
2,723   2,552 171
2,828   2,763 65
5,488   5,104 384
4,971   4,804 167
33,515   33,000 515
93,485   90,737 2,748
3,965   4,178 -213
13,713   10,475 3,238
3,965   3,315 650
1,401   1,193 208
3,602   3,759 -157
15,607   15,770 -163
1,848   1,162 686
10,987   6,971 4,016
2,220   6,052 -3,832
18   43 -25
1,458   2,483 -1,025
1,919   5,047 -3,128
1,514   2,990 -1,476
1,409   1,359 50
533   679 -146
2,188   1,894 294
5,836   4,711 1,125
1,459   1,435 24
7,294   6,793 501
1,213   1,216 -3
2,034   1,850 184
1,308   1,204 104
8,135   6,419 1,716
17,147   13,239 3,908
1,906   1,973 -67
323   340 -17
1,097   1,147 -50
1,389   1,417 -28
1,786   1,764 22
1,984   1,839 145
5,224   5,110 114
2,682   2,801 -119
2,682   2,697 -15
8,686   9,870 -1,184
2,348   2,726 -378
3,065   3,408 -343
3,261   4,089 -828
889   796 93
1,929   1,929 0
1,778   1,363 415
9,685   6,815 2,870
1,107   682 425
7,311   7,005 306
11,503   13,572 -2,069
9,603   6,881 2,722
3,273   2,961 312
1,539   1,401 138
19,045   8,623 10,422
4,026   5,040 -1,014
6,381   9,320 -2,939
1,295   1,036 259
2,788   2,072 716
4,182   3,938 244
2,005   1,817 188
2,502   2,271 231
1,368   1,036 332
6,304   4,352 1,952
839   929 -90
2,096   2,047 49
3,703   6,550 -2,847
6,119   10,644 -4,525
1,620   3,100 -1,480
930   786 144
2,791   2,274 517
2,011   2,017 -6
4,023   4,052 -29
3,465   3,033 432
5,498   4,549 949
6,146   6,520 -374
1,325   1,421 -96
1,656   1,794 -138
2,649   2,898 -249
662   614 48
11,358   10,736 622
1,757   1,627 130
8,201   7,722 479
730   602 128
2,189   1,707 482
2,189   2,021 168
2,010   1,655 355
2,680   2,848 -168
4,690   3,911 779
5,312   4,964 348
4,235   2,955 1,280
10,587   7,240 3,347
4,183   2,955 1,228
5,174   4,991 183
3,171   3,328 -157
5,953   5,823 130
445   416 29
890   720 170
1,307   1,312 -5
1,307   1,358 -51
9,149   9,401 -252
2,555   2,748 -193
2,555   2,686 -131
1,315   1,343 -28
951   782 169
3,804   3,458 346
4,894   3,908 986
7,830   5,789 2,041
1,838   2,282 -444
2,124   2,184 -60
10,618   13,313 -2,695
432,325   381,228 51,097
4,735   5,427 -692
2,071   2,600 -529
6,955   7,801 -846
5,126   5,201 -75
1,608   1,400 208
5,700   4,634 1,066
3,671   3,089 582
1,529   1,587 -58
761   794 -33
2,533   2,617 -84
6,701   7,197 -496
3,202   3,598 -396
11,884   12,594 -710
549,430   201,045 348,385
15,660   15,136 524
22,948   22,450 498
15,132   15,091 41
22,943   22,635 308
22,182   21,207 975
38,524   36,744 1,780
14,106   13,720 386
27,923   27,673 250
7,731   7,527 204
42,521   40,652 1,869
40,753   39,542 1,211
15,987   15,534 453
11,702   11,295 407
18,528   18,393 135
23,770   22,838 932
37,646   37,085 561
60,989   59,470 1,519
11,122   10,812 310
6,927   6,805 122
8,630   8,500 130
61,212   59,851 1,361
15,349   15,142 207
8,888   8,831 57
15,960   15,722 238
8,231   8,204 27
3,018   3,001 17
7,041   7,015 26
33,356   32,437 919
8,095   8,090 5
3,046   3,017 29
9,198   9,143 55
54,244   53,349 895
9,109   9,070 39
8,351   8,246 105
59,344   58,649 695
8,401   8,321 80
9,249   9,196 53
9,703   9,567 136
9,085   9,052 33
16,341   16,089 252
32,421   32,057 364
16,275   15,904 371
18,683   18,538 145
8,429   8,330 99
9,290   9,122 168
8,116   8,071 45
1,030   1,022 8
22,550   21,758 792
37,605   36,518 1,087
23,973   22,791 1,182
18,219   17,929 290
13,727   13,243 484
2,963   2,862 101
42,164   39,945 2,219
18,753   17,896 857
18,755   18,139 616
7,107   6,859 248
18,622   17,881 741
5,060   4,891 169
18,611   17,782 829
11,304   11,003 301
5,047   4,901 146
9,028   8,738 290
13,223   12,898 325
14,419   13,707 712
904   849 55
24,762   23,851 911
40,479   39,386 1,093
21,256   20,859 397
18,672   18,027 645
3,097   2,936 161
35,507   34,866 641
18,851   18,057 794
14,682   13,842 840
23,759   22,724 1,035
33,716   32,163 1,553
44,459   41,413 3,046
11,171   10,926 245
37,069   36,090 979
15,460   14,679 781
2,067   1,970 97
9,300   9,091 209
23,820   22,663 1,157
17,689   16,634 1,055
34,997   33,314 1,683
7,985   7,656 329
13,973   12,944 1,029
1,991   1,905 86
8,960   8,804 156
38,062   36,448 1,614
38,630   36,658 1,972
18,562   17,929 633
11,980   11,481 499
13,954   12,739 1,215
11,154   10,926 228
26,750     26,750
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       -222
b       -470
c       -2
d       -623
e       -105
      4,492
      3,354
      993
      10
      73
      172
      47
      200
      2,282
      17,773
      -70
      -549
      -1,104
      -1,513
      -123
      -252
      -558
      -1,131
      -2,040
      -262
      -1
      -50
      16
      110
      -63
      86
      -70
      570
      202
      235
      -250
      92
      2,329
      2,299
      633
      327
      874
      748
      -3,477
      1,079
      316
      2,800
      3,311
      2,167
      -163
      -839
      -1,050
      169
      51
      1,116
      0
      0
      -2
      -26
      -20
      -13
      -171
      1,026
      1,019
      410
      0
      171
      65
      384
      167
      515
      2,748
      -213
      3,238
      650
      208
      -157
      -163
      686
      4,016
      -3,832
      -25
      -1,025
      -3,128
      -1,476
      50
      -146
      294
      1,125
      24
      501
      -3
      184
      104
      1,716
      3,908
      -67
      -17
      -50
      -28
      22
      145
      114
      -119
      -15
      -1,184
      -378
      -343
      -828
      93
      0
      415
      2,870
      425
      306
      -2,069
      2,722
      312
      138
      10,422
      -1,014
      -2,939
      259
      716
      244
      188
      231
      332
      1,952
      -90
      49
      -2,847
      -4,525
      -1,480
      144
      517
      -6
      -29
      432
      949
      -374
      -96
      -138
      -249
      48
      622
      130
      479
      128
      482
      168
      355
      -168
      779
      348
      1,280
      3,347
      1,228
      183
      -157
      130
      29
      170
      -5
      -51
      -252
      -193
      -131
      -28
      169
      346
      986
      2,041
      -444
      -60
      -2,695
      51,097
      -692
      -529
      -846
      -75
      208
      1,066
      582
      -58
      -33
      -84
      -496
      -396
      -710
      348,385
      524
      498
      41
      308
      975
      1,780
      386
      250
      204
      1,869
      1,211
      453
      407
      135
      932
      561
      1,519
      310
      122
      130
      1,361
      207
      57
      238
      27
      17
      26
      919
      5
      29
      55
      895
      39
      105
      695
      80
      53
      136
      33
      252
      364
      371
      145
      99
      168
      45
      8
      792
      1,087
      1,182
      290
      484
      101
      2,219
      857
      616
      248
      741
      169
      829
      301
      146
      290
      325
      712
      55
      911
      1,093
      397
      645
      161
      641
      794
      840
      1,035
      1,553
      3,046
      245
      979
      781
      97
      209
      1,157
      1,055
      1,683
      329
      1,029
      86
      156
      1,614
      1,972
      633
      499
      1,215
      228
      26,750
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 2 540,864
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 10,962
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 10,962
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 10,962
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 151
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,113
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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
 
No
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)
NY
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 addressN/A
14
The books are in care ofMITCHELL KAHN Telephone no. (516) 667-0742

Located at100 JERICHO QUADRANGLE STE 220JERICHONY ZIP+411753
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)
 
No
(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
 
 
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
JAMES BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
CHERYL BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
ANNA BULLER TRUSTEE
0.00 		0 0 0
301 EAST 81ST STREET APT 9B
NEW YORK,NY10028
JESSE BULLER TRUSTEE
0.00 		0 0 0
111 MURRAY STREET APT 41W
NEW YORK,NY10007
MITCHELL KAHN TRUSTEE
0.00 		0 0 0
11 KEVIN COURT
MUTTONTOWN,NY11753
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.........................0
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
7,663,163
b
Average of monthly cash balances.......................
1b
224,870
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,888,033
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,888,033
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,320
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,769,713
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
388,486
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
388,486
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,962
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,962
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
377,524
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
377,524
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
377,524
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
776,470
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
776,470
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 7 377,524
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 46,782
b From 2021......  
c From 2022...... 37,627
d From 2023...... 156,769
e From 2024...... 107,016
f Total of lines 3a through e ........ 348,194
4Qualifying distributions for 2025 from Part
XI, line 4: $ 776,470
a Applied to 2024, but not more than line 2a 0
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..... 377,524
e Remaining amount distributed out of corpus 398,946
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 5 747,140
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 .......... 		0
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) ... 		46,782
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		700,358
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 37,627
c Excess from 2023 .... 156,769
d Excess from 2024 .... 107,016
e Excess from 2025 .... 398,946
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:
MITCHELL KAHN
100 JERICHO QUAD SUITE 220
JERICHO,NY11753
(516) 667-0742
bThe form in which applications should be submitted and information and materials they should include:
MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 WEST 57TH ST SUITE 904
NEW YORK,NY10019 		    SUPPORT ALZHEIMERS RESEARCH 10,000

AMERICANS FOR BEN-GURION UNIVERSITY

1001 AVENUE OF THE AMERICAS 19TH
FLOOR
NEW YORK,NY10018 		    PROMOTE HIGHER LEARNING 3,600

AMERICAN COMMITTEE FOR SHAARE ZEDEK

55 W 39TH STREET
NEW YORK,NY10018 		    MEDICAL RESEARCH 1,800

AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE

633 3RD AVENUE
NEW YORK,NY10017 		    CHARITABLE CONTRIBUTION 3,600

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038 		    PREVENTION SERVICES 10,000

AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY

160 E 56TH ST 5
NEW YORK,NY10022 		    PROMOTE HIGHER LEARNING 3,600

AMERICAN FRIENDS OF MAGEN DAVID ADOM

352 SEVENTH AVENUE SUITE 400
NEW YORK,NY10001 		    TO SAVE LIVES IN ISREAL 3,600

AMERICAN FRIENDS OF SOROKA MEDICAL CENTER

205 WEST 86TH STREET 511A
NEW YORK,NY10024 		    TO SAVE LIVES IN ISRAEL 3,600

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		    ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE 1,800

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET
NEW YORK,NY10022 		    PROMOTE TECHNOLOGY 103,600

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		    SUPPORT CULTURE 1,800

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 5892
HICKSVILLE,NY11802 		    FOSTER YOUNG JEWISH AWARENESS AND CONNECTION TO ISRAEL 218,000

BOCA RATON REGIONAL HOSPITAL

800 MEADOWS RD
BOCA RATON,FL33486 		    WOMENS HEALTH CARE 11,250

BREAST CANCER RESEARCH FOUNDATION

60 EAST 56TH STREET 8TH FLOOR
NEW YORK,NY10022 		    CANCER RESEARCH 10,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213 		    SOUP KITCHENS AND FOOD BANKS 36,000

DOROT

171 W 85TH ST
NEW YORK,NY10024 		    SOCIAL SERVICES 1,800

FRIENDS OF CHABAD

75 POWERHOUSE ROAD
ROSLYN HEIGHTS,NY11577 		    CHARITABLE CONTRIBUTION 3,600

FRIENDS OF UNITED HATZALAH

442 5TH AVENUE-SUITE 1866
NEW YORK,NY10018 		    SUPPORT CULTURE 18,000

FRIENDS OF YAD SARAH

445 PARK AVE
NEW YORK,NY10022 		    FITNESS CENTER FOR SPECIAL NEEDS 1,800

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001 		    PROMOTE EDUCATION 3,600

ISRAEL CANCER RESEARCH FUND

52 VANDERBILT AVENUE - SUITE 1510
NEW YORK,NY10017 		    MEDICAL RESEARCH 180

JAWONIO FOUNDATION

260 N LITTLE TOR RD
NEW CITY,NY10956 		    DISABILITY SERVICES 180

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		    MAKE A DIFFERENCE IN PEOPLE LIVES 720

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE-STE 200
RYE BROOK,NY10573 		    CHARITABLE CONTRIBUTION 360

MEIR PANIM

88 WALTON ST
BROOKLYN,NY11206 		    SOCIAL SERVICES 720

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE
NEW YORK,NY10065 		    HELP FIND A CURE FOR CANCER 3,600

NATIONAL JEWISH OUTREACH PROGRAM

989 SIXTH AVENUE
NEW YORK,NY10018 		    PROMOTE JEWISH HERITAGE 360

OVARIAN CANCER RESEARCH ALLIANCE

1101 14TH STREET NW-SUITE 850
WASHINGTON,DC20005 		    CHARITABLE CONTRIBUTION 360

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		    CHARITABLE CONTRIBUTION 3,600

ST JUDE

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		    MAKE A DIFFERENCE IN PEOPLE LIVES 1,800

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		    PROMOTE EDUCATION 18,000

THE LUSTGARTEN FOUNDATION

1111 STEWART AVENUE
BETHPAGE,NY11714 		    HELP CURE CANCER 1,000

THE WATER PROJECT

17 DEPOT STREET - 2ND FLOOR
CONCORD,NH03301 		    MAKE A DIFFERENCE IN PEOPLE LIVES 1,800

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    PUBLIC SUPPORT 180

UJA FED NY

130 E59TH ST
NEW YORK,NY10022 		    SOCIAL SERVICES 1,800

BROTHERS FOR LIFE

PO BOX 25806
NEW YORK,NY10087 		    CHARITABLE CONTRIBUTION 360

CHABAD AT TULANE

7033 FRERET STREET
NEW ORLEANS,LA70118 		    CHARITABLE CONTRIBUTION 1,800

JEWISH FOUNDATION OF SOUTH PALM BEACH

9901 DONNA KLEIN BLVD
BOCA RATON,FL33428 		    CHARITABLE CONTRIBUTION 25,000

MACULAR DEGENRATION RESEARCH

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871 		    CHARITABLE CONTRIBUTION 180

MIDDLE EAST MEDIA AND RESEARCH INSTITUTE (MEMRI)

1819 L STREET NW - STE 500
WASHINGTON,DC20036 		    CHARITABLE CONTRIBUTION 720

STUDENTS SUPPORTING ISRAEL

3131 FERNBROOK LANE - STE 223
PLYMOUTH,MN55447 		    CHARITABLE CONTRIBUTION 360

FOUNDATION TO COMBAT ANTISEMITISM

1 PATRIOT PLACE
FOXBOROUGH,MA02035 		    CHARITABLE CONTRIBUTION 1,800

THE LAWFARE PROJECT

633 3RD AVENUE - 21ST FL
NEW YORK,NY10017 		    CHARITABLE CONTRIBUTION 180

B'NAI B'RITH INTERNATIONAL

1120 20TH STREET NW - STE 300
NOTH WASHINGTON,DC20036 		    CHARITABLE CONTRIBUTION 360

THE COOPER FAMILY FOUNDATIONMILTON

280 MADISON AVENUE SUITE 1007
NEW YORK,NY10016 		    CHARITABLE CONTRIBUTION 250,000

THE BINYAMIN FUND INC

11 BAKER LANE
SUFFERN,NY10901 		    CHARITABLE CONTRIBUTION 10,000
Total ................................. 3a 776,470
bApproved for future payment
Total ................................. 3b 0
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 ........... 		    14 10,494  
4 Dividends and interest from securities ....     14 265,197  
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 ............ 		    18 540,864  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 816,555 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
816,555
(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.)
1 RAISE MONEY FROM INVESTMENT ACTIVITIES TO FUND FOUNDATIONS CHARITABLE
2 PURPOSES.
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE BULLER FOUNDATION
C/O KWM CPAS LLP
Employer identification number

47-1291497
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE BULLER FOUNDATION
C/O KWM CPAS LLP 		Employer identification number
47-1291497
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JAMES BULLER
 
C/O KWM CPAS LLP 100 JERICHO QUAD S
 
JERICHO, NY11753

$ 520,988


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE BULLER FOUNDATION
C/O KWM CPAS LLP 		Employer identification number

47-1291497
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED COMPANIES - 931 SHS CATERPILLAR INC. $ 520,988 2025-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE BULLER FOUNDATION
C/O KWM CPAS LLP 		Employer identification number

47-1291497
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Name of Bond End of Year Book Value End of Year Fair Market Value
55000 SHS JPMORGAN CHASE & CO. HYBRID 04/22/2032 USD SR LIEN 50,129 50,317
40000 SHS AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 USD SR LIEN 39,074 41,060
6000 SHS AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 USD SR LIEN 6,002 6,159
23000 SHS ALEXANDRIA REAL ESTATE E 4.9% 12/15/2030 USD SR LIEN 22,309 23,325
20000 SHS ALTRIA GROUP, INC. 4.8% 02/14/2029 USD SR LIEN 20,307 20,352
21000 SHS AMERICAN ELECTRIC POWER COMPAN 5.2% 01/15/2029 USD 20,787 21,654
40000 SHS AMERICAN EXPRESS COMPANY HYBRID 04/25/2030 USD SR 39,982 41,750
15000 SHS AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN 14,098 14,779
10000 SHS AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN 9,628 9,853
42000 SHS AMERIPRISE FINANCIAL, INC. 4.5% 05/13/2032 USD SR LIEN 42,284 42,421
29000 SHS AMERISOURCEBERGEN CORP 2.8% 05/15/2030 USD SR LIEN 27,260 27,324
23000 SHS AON NORTH AMERICA, INC. 5.15% 03/01/2029 USD SR LIEN 22,813 23,672
7000 SHS AON NORTH AMERICA, INC. 5.15% 03/01/2029 USD SR LIEN 7,048 7,205
22000 SHS AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN 22,111 22,125
14000 SHS AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 13,369 14,141
21000 SHS AUTOZONE INC 5.1% 07/15/2029 USD SR LIEN 21,597 21,618
21000 SHS B.A.T. CAPITAL CORPORATION 2.259% 03/25/2028 USD SR 19,494 20,213
43000 SHS BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 40,003 42,786
51000 SHS BANK OF MONTREAL HYBRID 09/22/2031 SR LIEN CPN 50,829 50,976
19000 SHS BANK OF NY MELLON CORP MTN 1.8% 07/28/2031 USD SER 16,378 16,735
21000 SHS BAXTER INTERNATIONAL INC 2.272% 12/01/2028 USD SR LIEN 19,133 19,842
10000 SHS BAXTER INTERNATIONAL INC 2.272% 12/01/2028 USD SR LIEN 9,274 9,448
19000 SHS BECTON, DICKINSON AND COMPANY 4.693% 02/13/2028 USD 18,714 19,256
44000 SHS BLACKROCK, INC. 2.1% 02/25/2032 USD SR LIEN 38,815 38,896
15000 SHS BOEING COMPANY (THE) 5.15% 05/01/2030 USD SR LIEN 15,394 15,428
33000 SHS BUNGE LIMITED FINANCE CORP. 3.2% 04/21/2031 USD SER WI 31,104 31,094
41000 SHS CANADIAN IMPERIAL BANK OF COMM 5.26% 04/08/2029 USD 40,611 42,491
3000 SHS CANADIAN IMPERIAL BANK OF COMM 5.26% 04/08/2029 USD 3,041 3,109
27000 SHS CANADIAN NATURAL RESOURCES LIM 3.85% 06/01/2027 USD 26,383 26,929
29000 SHS CAPITAL ONE FINANCIAL CORPORAT HYBRID 09/11/2031 SR 28,775 28,978
21000 SHS CARDINAL HEALTH, INC. 5.125% 02/15/2029 USD SR LIEN 21,585 21,622
52000 SHS CHARLES SCHWAB CORPORATION (TH HYBRID 05/19/2029 54,129 53,972
27000 SHS CIGNA CORPORATION 2.4% 03/15/2030 USD SR LIEN 23,860 25,079
40000 SHS CITIGROUP INC. HYBRID 03/20/2030 USD SR LIEN CPN 37,102 39,660
28000 SHS CLOROX COMPANY (THE) 1.8% 05/15/2030 USD SR LIEN 24,119 25,253
40000 SHS COLGATE-PALMOLIVE CO 3.25% 08/15/2032 USD SR LIEN 37,652 37,757
40000 SHS COMCAST CORP 3.15% 02/15/2028 USD SR LIEN 38,302 39,374
15000 SHS CONSTELLATION BRANDS, INC. 2.875% 05/01/2030 USD SR 13,469 14,121
19000 SHS CROWN CASTLE INTERNATIONAL COR 3.8% 02/15/2028 USD 18,272 18,856
9000 SHS CROWN CASTLE INTERNATIONAL COR 3.8% 02/15/2028 USD 8,800 8,932
20000 SHS CVS HEALTH CORPORATION 3.75% 04/01/2030 USD SR LIEN 18,628 19,543
20000 SHS DIAMONDBACK ENERGY, INC. 3.125% 03/24/2031 USD SR 18,704 18,707
23000 SHS DOW CHEMICAL COMPANY (THE) 4.8% 11/30/2028 USD SER 22,675 23,341
8000 SHS DOW CHEMICAL COMPANY (THE) 4.8% 11/30/2028 USD SER 8,003 8,119
23000 SHS DTE ENERGY COMPANY 5.1% 03/01/2029 USD SR LIEN 22,655 23,588
21000 SHS ENERGY TRANSFER LP 5.25% 07/01/2029 USD SR LIEN 21,599 21,624
39000 SHS ENTERGY LOUISIANA LLC 2.35% 06/15/2032 USD SR LIEN 34,311 34,455
18000 SHS EVERSOURCE ENERGY 5.85% 04/15/2031 USD SR LIEN 17,951 19,007
9000 SHS EVERSOURCE ENERGY 5.85% 04/15/2031 USD SR LIEN 9,263 9,504
18000 SHS FISERV INC 5.375% 08/21/2028 USD SR LIEN 17,900 18,464
9000 SHS FISERV INC 5.375% 08/21/2028 USD SR LIEN 9,126 9,232
19000 SHS FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 18,593 19,252
9000 SHS FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 8,967 9,120
21000 SHS GE HEALTHCARE TECHNOLOGIES INC 4.8% 01/15/2031 SR 21,351 21,404
24000 SHS GENERAL MILLS INC 2.25% 10/14/2031 USD SR LIEN 21,319 21,324
18000 SHS GENERAL MOTORS FINANCIAL COMPA 5.55% 07/15/2029 USD 17,819 18,673
15000 SHS HCA INC. 5.5% 03/01/2032 USD SR LIEN 15,651 15,654
24000 SHS HEWLETT PACKARD ENTERPRISE COM 4.15% 09/15/2028 SR 23,999 24,029
55000 SHS HOME DEPOT INC 1.375% 03/15/2031 USD SR LIEN 46,486 47,791
46000 SHS HONDA MOTOR CO., LTD. 4.436% 07/08/2028 SR LIEN 46,356 46,461
47000 SHS HONEYWELL INTERNATIONAL INC 1.75% 09/01/2031 USD SR 39,874 41,134
19000 SHS HUMANA INC. 5.375% 04/15/2031 USD SR LIEN 18,625 19,659
38000 SHS INTEL CORPORATION 3.9% 03/25/2030 USD SR LIEN 35,878 37,278
17000 SHS JM SMUCKER CO 5.9% 11/15/2028 USD SR LIEN 17,225 17,818
8000 SHS JM SMUCKER CO 5.9% 11/15/2028 USD SR LIEN 8,258 8,385
21000 SHS KELLOGG CO 2.1% 06/01/2030 USD SR LIEN 19,227 19,232
47000 SHS KENVUE INC. 4.85% 05/22/2032 USD SR LIEN 47,885 48,115
19000 SHS L3HARRIS TECHNOLOGIES, INC. 4.4% 06/15/2028 USD SR LIEN 18,523 19,147
22000 SHS LABORATORY CORPORATION OF AMER 4.55% 04/01/2032 USD 21,928 22,003
30000 SHS LOWE'S COMPANIES, INC. 3.75% 04/01/2032 USD SR LIEN 28,723 28,788
25000 SHS MCCORMICK & CO 1.85% 02/15/2031 USD SR LIEN 22,089 22,104
46000 SHS META PLATFORMS, INC. 3.85% 08/15/2032 USD SER WI SR 44,868 44,679
54000 SHS MORGAN STANLEY HYBRID MTN 02/13/2032 USD SER MTN 45,838 47,479
21000 SHS MPLX LP 2.65% 08/15/2030 USD SR LIEN 18,489 19,468
10000 SHS MPLX LP 2.65% 08/15/2030 USD SR LIEN 9,019 9,270
11000 SHS NATIONAL GRID PLC 5.602% 06/12/2028 USD SR LIEN 11,003 11,361
24000 SHS NORTHROP GRUMMAN CORPORATION 3.25% 01/15/2028 USD 23,063 23,697
9000 SHS NORTHROP GRUMMAN CORPORATION 3.25% 01/15/2028 USD 8,755 8,886
40000 SHS NOVARTIS CAPITAL CORPORATION 4.0% 09/18/2031 USD SR 38,523 39,842
28000 SHS NUTRIEN LTD. 4.9% 03/27/2028 USD SR LIEN 27,669 28,512
22000 SHS NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN 21,996 22,799
8000 SHS NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN 8,117 8,291
35000 SHS OMNICOM GROUP INC 2.45% 04/30/2030 USD SR LIEN 32,356 32,386
17000 SHS ONEOK, INC. 5.8% 11/01/2030 USD SR LIEN 17,109 17,935
32000 SHS ORACLE CORPORATION 2.95% 04/01/2030 USD SR LIEN 28,871 29,575
27000 SHS OTIS WORLDWIDE CORPORATION 5.25% 08/16/2028 USD SR 26,940 27,833
33000 SHS PFIZER INC. 1.75% 08/18/2031 USD SR LIEN 28,388 29,185
16000 SHS PFIZER INVESTMENT ENTERPRISES 4.45% 05/19/2028 USD SR 15,714 16,217
12000 SHS PHILIP MORRIS INTERNATIONAL IN 5.125% 02/13/2031 USD 11,754 12,446
14000 SHS PHILIP MORRIS INTERNATIONAL IN 5.125% 02/13/2031 USD 14,114 14,520
18000 SHS PHILIP MORRIS INTL INC 5.125% 11/17/2027 USD SR LIEN 17,922 18,394
18000 SHS PNC FINANCIAL SERVICES HYBRID 06/12/2029 USD SR LIEN 17,940 18,676
9000 SHS PNC FINANCIAL SERVICES HYBRID 06/12/2029 USD SR LIEN 9,212 9,338
16000 SHS PUBLIC SERVICE ENTERPRISE GROU 5.2% 04/01/2029 16,500 16,457
44000 SHS QUALCOMM INCORPORATED 1.65% 05/20/2032 USD SR LIEN 37,541 37,620
33000 SHS QUEST DIAGNOSTICS INC 2.95% 06/30/2030 USD SR LIEN 31,273 31,242
39000 SHS REALTY INCOME CORP 3.4% 01/15/2028 USD SR LIEN 37,494 38,578
19000 SHS REPUBLIC SERVICES INC 1.75% 02/15/2032 USD SR LIEN 16,449 16,412
21000 SHS ROPER TECHNOLOGIES INC 1.4% 09/15/2027 USD SR LIEN 19,637 20,109
48000 SHS ROYAL BANK OF CANADA HYBRID MTN 08/06/2029 SR LIEN 48,446 48,480
16000 SHS ROYALTY PHARMA PLC 5.15% 09/02/2029 USD SR LIEN 16,408 16,456
11000 SHS SABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 USD SER 10,699 11,013
42000 SHS SOUTHERN POWER CO 4.25% 10/01/2030 SER A SR LIEN 41,785 41,928
21000 SHS SYNOPSYS INC 5.0% 04/01/2032 USD SR LIEN 21,489 21,470
20000 SHS SYSCO CORPORATION 5.95% 04/01/2030 USD SR LIEN 21,172 21,213
18000 SHS T-MOBILE USA, INC. 4.8% 07/15/2028 USD SR LIEN 17,719 18,331
9000 SHS T-MOBILE USA, INC. 4.8% 07/15/2028 USD SR LIEN 9,004 9,166
16000 SHS TARGET CORPORATION 4.5% 09/15/2032 USD SR LIEN 16,112 16,181
21000 SHS TELEDYNE TECHNOLOGIES IN 2.25% 04/01/2028 USD SR LIEN 19,575 20,198
22000 SHS TRANSCANADA PIPELINES 4.1% 04/15/2030 USD SR LIEN 20,730 21,767
19000 SHS TRUIST FINANCIAL CORPORATION HYBRID MTN 01/26/2029 18,455 19,307
19000 SHS US BANCORP HYBRID 02/01/2029 USD SR LIEN CPN 02/01/23 18,331 19,245
7000 SHS US BANCORP HYBRID 02/01/2029 USD SR LIEN CPN 02/01/23 6,906 7,090
26000 SHS VERIZON COMMUNICATIONS, INC. 3.15% 03/22/2030 USD 23,746 24,926
24000 SHS WASTE CONNECTIONS INC 3.5% 05/01/2029 USD SR LIEN 22,687 23,622
8000 SHS WASTE CONNECTIONS INC 3.5% 05/01/2029 USD SR LIEN 7,704 7,874
45000 SHS WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN 38,366 39,351
18000 SHS WELLS FARGO & COMPANY HYBRID MTN 07/25/2029 USD 18,659 18,650
30000 SHS WELLS FARGO & COMPANY HYBRID 04/23/2031 USD SR LIEN 30,977 30,993
15000 SHS ZIMMER BIOMET HOLDINGS, INC. 5.05% 02/19/2030 USD SR 15,474 15,487

TY 2025 InvestmentsCorpStockSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Name of Stock End of Year Book Value End of Year Fair Market Value
119291.015 SHS EATON VANCE INCOME FUND OF BOSTON 608,798 631,049
3754 SHS S&P 500 INDEX FUND (VOO) 1,813,704 2,354,246
17282.142 SHS GS GQG PARTNERS INTL OPPORTUNITIES FUND (GGIPX) 381,714 387,984
7262.511 SHS ARTISAN INTERNATIONAL VALUE FUND (APHKX) 348,975 390,578
121 SHS ALPHABET INC. CMN CLASS A (GOOGL) 20,327 37,873
140 SHS AMAZON.COM INC CMN (AMZN) 26,349 32,315
73 SHS APPLE INC. CMN (AAPL) 20,017 19,846
31 SHS BERKSHIRE HATHAWAY INC. CLASS B (BRKB) 13,959 15,582
47 SHS BOEING COMPANY CMN (BA) 10,288 10,205
53 SHS BROADCOM INC. CMN (AVGO) 20,407 18,343
60 SHS CAPITAL ONE FINANCIAL CORP CMN (COF) 11,560 14,542
28 SHS ELI LILLY & CO CMN (LLY) 20,130 30,091
100 SHS EXPAND ENERGY CORP CMN (EXE) 9,815 11,036
110 SHS EXXON MOBIL CORPORATION CMN (XOM) 12,211 13,237
82 SHS INTERCONTINENTAL EXCHANGE INC CMN (ICE) 10,873 13,281
66 SHS JPMORGAN CHASE & CO CMN (JPM) 12,780 21,267
33 SHS META PLATFORMS INC-CLASS A CMN CLASS A (META) 19,432 21,783
60 SHS MICROSOFT CORPORATION CMN (MSFT) 24,070 29,017
22 SHS MONOLITHIC POWER SYSTEMS, INC. CMN (MPWR) 15,970 19,940
61 SHS NUCOR CORPORATION CMN (NUE) 10,147 9,950
195 SHS NVIDIA CORPORATION CMN (NVDA) 17,618 36,368
162 SHS O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 11,191 14,776
60 SHS SERVICENOW INC CMN (NOW) 9,098 9,191
22 SHS SYNOPSYS, INC. CMN (SNPS) 10,199 10,334
23 SHS TOPBUILD CORP. CMN (BLD) 7,385 9,595
24 SHS UNITED RENTALS, INC. CMN (URI) 15,921 19,424
121 SHS WALT DISNEY COMPANY (THE) CMN (DIS) 12,775 13,766
71 SHS XYLEM INC. CMN (XYL) 8,414 9,669
204 SHS AMRIZE AG CMN (AMRZ) 9,658 11,032
45 SHS EATON CORP PLC CMN (ETN) 14,785 14,333
119 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 23,382 36,163

TY 2025 InvestmentsOtherSchedule2
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS PRIVATE CREDIT FUND AT COST 377,653 383,523
HPS CORPORATE CAPITAL SOLUTIONS FUND AT COST 375,147 393,825

TY 2025 OtherDecreasesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Description Amount
CHANGE IN UNREALIZED GAIN (LOSS) 319,936


TY 2025 OtherExpensesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEES 250 250 0 0
ADVISORY FEES 26,850 26,850 0 0


TY 2025 TaxesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 70,029 0 0 0
FOREIGN TAXES 829 829 0 0