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
BUEHLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
 
Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

23-7166014
B Telephone number (see instructions)

8888663275
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)$14,814,000
J 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... 320,233 316,285  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,495,298
b Gross sales price for all assets on line 6a 5,517,731
7 Capital gain net income (from Part IV, line 2)... 1,495,298
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,815,531 1,811,583  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 85,708 51,425   34,283
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,443 0 0 2,443
b Accounting fees (attach schedule)....... 1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 29,549 3,152   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)....... 17,912 17,897   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,862 73,224 0 37,241
25 Contributions, gifts, grants paid....... 1,165,000 1,165,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,301,862 73,224 0 1,202,241
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 513,669
b Net investment income (if negative, enter -0-) 1,738,359
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......... 363,790 208,879 208,879
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)....... 9,028,241 Click to see attachment
List of Attached Documents:
// Content
9,692,408
14,605,121
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,392,031 9,901,287 14,814,000
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........ 9,392,031 9,901,287
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)..... 9,392,031 9,901,287
30 Total liabilities and net assets/fund balances (see instructions). 9,392,031 9,901,287
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
9,392,031
2
Enter amount from Part I, line 27a .....................
2
513,669
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
852
4
Add lines 1, 2, and 3 ..........................
4
9,906,552
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,265
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,901,287
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 18. CARDINAL HEALTH INCORPORATED   2024-03-27 2025-01-06
b 36. CARLISLE COS INC   2024-07-01 2025-01-06
c 70. ENTERGY CORP NEW COM   2024-05-17 2025-01-06
d 12. ENTERGY CORP NEW COM   2021-09-20 2025-01-06
e 42. ENTERGY CORP NEW COM   2024-07-22 2025-01-06
40. ENTERGY CORP NEW COM   2021-09-29 2025-01-06
18. ENTERGY CORP NEW COM   2022-07-21 2025-01-06
8. ENTERGY CORP NEW COM   2024-06-10 2025-01-06
195. PARK HOTELS AND RESORTS INC REG SHS   2023-07-14 2025-01-06
11. RALPH LAUREN CORP   2024-07-01 2025-01-06
7. REINSURNCE GROUP AMERICA   2024-07-01 2025-01-06
12. REINSURNCE GROUP AMERICA   2024-03-27 2025-01-06
14. REINSURNCE GROUP AMERICA   2024-04-23 2025-01-06
15. REINSURNCE GROUP AMERICA   2024-02-14 2025-01-06
5. SALESFORCE.COM INC COMMON   2024-08-12 2025-01-06
2. SALESFORCE.COM INC COMMON   2022-08-05 2025-01-06
5. UNITEDHEALTH GROUP INC   2024-12-03 2025-01-06
43. CRH PLC   2024-07-22 2025-01-06
5. CRH PLC   2024-07-01 2025-01-06
10. AIRBNB INC CL A   2024-03-15 2025-01-14
90. AIRBNB INC CL A   2024-06-06 2025-01-14
25. AIRBNB INC CL A   2024-02-05 2025-01-14
183. AIRBNB INC CL A   2022-07-18 2025-01-14
24. COSTAR GROUP INC   2022-07-25 2025-01-14
443. COSTAR GROUP INC   2019-06-11 2025-01-14
19. QUANTA SVCS INC   2024-03-15 2025-01-16
38. QUANTA SVCS INC   2023-09-05 2025-01-16
7. ENTERGY CORP NEW COM   2024-06-10 2025-01-28
20. EXXON MOBIL CORPORATION   2024-11-08 2025-01-28
27. EXXON MOBIL CORPORATION   2024-10-18 2025-01-28
33. EXXON MOBIL CORPORATION   2024-10-18 2025-01-28
4. FISERV INCORPORATED   2024-11-08 2025-01-28
10. FISERV INCORPORATED   2023-05-12 2025-01-28
19. FORTINET INC   2024-07-22 2025-01-28
20. GAMING AND LEISURE PROPERTIES INC. SHS W   2024-10-18 2025-01-28
23. JOHNSON & JOHNSON   2024-03-06 2025-01-28
7. MARATHON PETROLEUM CORP   2024-09-05 2025-01-28
11. MARATHON PETROLEUM CORP   2022-11-18 2025-01-28
12. MARATHON PETROLEUM CORP   2022-11-28 2025-01-28
73. MARATHON PETROLEUM CORP   2023-06-26 2025-01-28
53. MARATHON PETROLEUM CORP   2022-04-14 2025-01-28
22. MARATHON PETROLEUM CORP   2022-07-15 2025-01-28
14. NEW YORK TIMES COMPANY CLASS A   2024-03-27 2025-01-28
9. NEW YORK TIMES COMPANY CLASS A   2023-08-23 2025-01-28
42. NUCOR CORP   2021-12-03 2025-01-28
27. LILLY ELI & COMPANY   2024-07-15 2025-02-05
4. LILLY ELI & COMPANY   2024-10-30 2025-02-05
5. ZOETIS INC   2024-01-26 2025-02-05
19. ZOETIS INC   2024-02-05 2025-02-05
42. ZOETIS INC   2024-08-16 2025-02-05
27. ZOETIS INC   2024-08-16 2025-02-13
33. ZOETIS INC   2023-05-04 2025-02-13
19. ZOETIS INC   2024-03-15 2025-02-13
185. ZOETIS INC   2017-02-16 2025-02-13
69. AT&T INC   2024-08-12 2025-02-19
85. ARCHER DANIELS MIDLAND CO   2024-06-10 2025-02-19
16. CARDINAL HEALTH INCORPORATED   2024-03-27 2025-02-19
49. CARDINAL HEALTH INCORPORATED   2024-03-06 2025-02-19
117. CARDINAL HEALTH INCORPORATED   2024-09-26 2025-02-19
8. CARDINAL HEALTH INCORPORATED   2023-11-15 2025-02-19
21. J P MORGAN CHASE & CO COM   2024-09-05 2025-02-19
26. KIRBY CORP   2024-11-08 2025-02-19
54. KIRBY CORP   2025-01-06 2025-02-19
24. RALPH LAUREN CORP   2024-07-01 2025-02-19
9. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-20 2025-02-27
28. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-21 2025-02-27
10. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-19 2025-02-27
21. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-27
6. UNITEDHEALTH GROUP INC   2024-11-20 2025-02-27
3. UNITEDHEALTH GROUP INC   2024-07-30 2025-02-27
8. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-28
55. MONOLITHIC POWER SYSTEMS INC   2024-08-28 2025-03-06
14. BROADCOM INC   2016-12-28 2025-03-11
20. WAL-MART STORES INCORPORATED   2025-02-27 2025-03-11
15. WAL-MART STORES INCORPORATED   2023-01-31 2025-03-11
13. WAL-MART STORES INCORPORATED   2023-03-20 2025-03-11
25. AT&T INC   2024-08-12 2025-03-13
50. AT&T INC   2024-07-22 2025-03-13
50. AT&T INC   2024-05-17 2025-03-13
19. ALTRIA GROUP INC   2023-03-19 2025-03-13
27. ALTRIA GROUP INC   2023-07-18 2025-03-13
10. ALTRIA GROUP INC   2021-11-08 2025-03-13
39. APPLIED MATERIALS INCORPORATED   2023-08-23 2025-03-13
178. ARCHER DANIELS MIDLAND CO   2024-06-10 2025-03-13
43. ARCHER DANIELS MIDLAND CO   2024-04-23 2025-03-13
18. ARCHER DANIELS MIDLAND CO   2024-05-17 2025-03-13
57. BUILDERS FIRSTSOURCE INC   2025-01-06 2025-03-13
9. CME GROUP INC   2022-04-29 2025-03-13
26. CARDINAL HEALTH INCORPORATED   2023-11-15 2025-03-13
11. EXXON MOBIL CORPORATION   2022-03-25 2025-03-13
8. EXXON MOBIL CORPORATION   2021-06-28 2025-03-13
4. EXXON MOBIL CORPORATION   2024-10-18 2025-03-13
68. GAP INCORPORATED   2024-01-24 2025-03-13
11. JOHNSON & JOHNSON   2024-03-06 2025-03-13
16. LENNAR CORPORATION   2020-07-24 2025-03-13
22. MILLROSE PROPERTIES INC   2025-02-07 2025-03-13
18. PAYPAL HOLDINGS INC SHS   2023-01-06 2025-03-13
53. PAYPAL HOLDINGS INC SHS   2022-12-08 2025-03-13
6. PAYPAL HOLDINGS INC SHS   2023-07-18 2025-03-13
42. STEEL DYNAMICS INC   2023-06-02 2025-03-13
.944 QIAGEN NV REG SHS   2024-08-12 2025-03-24
18. CHEVRONTEXACO CORP COM   2021-10-27 2025-03-25
30. CHEVRONTEXACO CORP COM   2016-05-06 2025-03-25
30. EOG RESOURCES INC   2020-12-08 2025-03-25
.5 MILLROSE PROPERTIES INC   2025-02-07 2025-03-31
14. AT&T INC   2024-05-17 2025-04-02
15. AT&T INC   2023-06-02 2025-04-02
35. AT&T INC   2023-07-14 2025-04-02
19. ABBOTT LABORATORIES   2022-08-26 2025-04-02
16. ALTRIA GROUP INC   2021-11-08 2025-04-02
22. APPLIED MATERIALS INCORPORATED   2023-08-23 2025-04-02
65. ARAMARK SHS   2025-01-28 2025-04-02
9. AUTOMATIC DATA PROCESSING INC   2023-01-06 2025-04-02
2. CME GROUP INC   2022-04-29 2025-04-02
7. CME GROUP INC   2023-10-04 2025-04-02
68. ELECTRONIC ARTS   2024-04-23 2025-04-02
10. GAMING AND LEISURE PROPERTIES INC. SHS W   2024-10-18 2025-04-02
41. GAMING AND LEISURE PROPERTIES INC. SHS W   2024-09-26 2025-04-02
83. GENERAL MILLS INC   2025-01-28 2025-04-02
15. JOHNSON & JOHNSON   2024-03-06 2025-04-02
18. JOHNSON & JOHNSON   2024-05-17 2025-04-02
10. JOHNSON & JOHNSON   2024-06-10 2025-04-02
1. JOHNSON & JOHNSON   2012-03-12 2025-04-02
675. PLAYTIKA HLDG CORP   2025-01-28 2025-04-02
32. GENUINE PARTS COMPANY   2023-06-27 2025-04-08
2. GENUINE PARTS COMPANY   2023-06-26 2025-04-08
7. MICROSOFT CORPORATION   2024-11-20 2025-04-08
3. MICROSOFT CORPORATION   2011-09-19 2025-04-08
14. PPG INDUSTRIES INC   2021-12-21 2025-04-08
23. PPG INDUSTRIES INC   2023-03-01 2025-04-08
14. PPG INDUSTRIES INC   2022-07-06 2025-04-08
15. PPG INDUSTRIES INC   2022-09-27 2025-04-08
6. GENUINE PARTS COMPANY   2023-06-26 2025-04-09
11. GENUINE PARTS COMPANY   2024-05-21 2025-04-09
15. PPG INDUSTRIES INC   2022-09-27 2025-04-09
7. ABBVIE INC SHS   2024-12-24 2025-04-22
16. ABBVIE INC SHS   2021-09-01 2025-04-22
32. COCA COLA CO COM   2024-08-27 2025-04-22
23. COCA COLA CO COM   2021-05-26 2025-04-22
37.745 MERCK AND CO INC SHS   2011-05-04 2025-04-22
1.255 MERCK AND CO INC SHS   2008-06-06 2025-04-22
10. VALERO ENERGY CORP - NEW   2024-10-08 2025-04-22
3. VALERO ENERGY CORP - NEW   2022-04-13 2025-04-22
19. VALERO ENERGY CORP - NEW   2021-12-30 2025-04-22
750. ISHARES S&P SMALLCAP 600 INDEX FUND   2019-03-22 2025-04-28
1250. ISHARES S&P SMALLCAP 600 INDEX FUND   2010-02-05 2025-04-28
500. STATE STREET SPDR BBG CONVRTBL SECRS ETF   2014-05-23 2025-04-28
1500. STATE STREET SPDR BBG CONVRTBL SECRS ETF   2010-10-18 2025-04-28
46. ARCHER DANIELS MIDLAND CO   2024-05-17 2025-04-29
82. ARCHER DANIELS MIDLAND CO   2024-07-01 2025-04-29
13. CENTENE CORP DELAWARE COM   2024-07-01 2025-04-29
25. CENTENE CORP DELAWARE COM   2024-10-18 2025-04-29
3. ELECTRONIC ARTS   2024-04-23 2025-04-29
9. ELECTRONIC ARTS   2024-05-17 2025-04-29
29. LENNAR CORPORATION   2020-07-24 2025-04-29
20. LOUISIANA PACIFIC CORPORATION   2024-12-03 2025-04-29
135. NEW YORK TIMES COMPANY CLASS A   2023-08-23 2025-04-29
8. RALPH LAUREN CORP   2024-07-01 2025-04-29
7. SBA COMMUNICATIONS CORP NEW   2024-12-03 2025-04-29
7. SBA COMMUNICATIONS CORP NEW   2023-08-08 2025-04-29
26. STEEL DYNAMICS INC   2023-06-02 2025-04-29
39. WELLS FARGO COMPANY   2022-05-06 2025-04-29
213. WELLS FARGO COMPANY   2021-09-03 2025-04-29
181. ADT INC NPV   2024-07-01 2025-05-19
24. ABBOTT LABORATORIES   2022-08-26 2025-05-19
5. FEDEX CORP   2023-10-04 2025-05-19
11. JOHNSON & JOHNSON   2012-03-12 2025-05-19
19. MASTEC INC COM   2025-01-06 2025-05-19
137. OWENS CORNING INC   2024-05-17 2025-05-19
20. OWENS CORNING INC   2022-02-11 2025-05-19
18. PROCTER & GAMBLE CO COM   2019-03-29 2025-05-19
10. RALPH LAUREN CORP   2024-07-01 2025-05-19
4. STEEL DYNAMICS INC   2023-06-02 2025-05-19
22. STEEL DYNAMICS INC   2022-01-21 2025-05-19
15. TARGET CORP   2025-02-19 2025-05-19
11. TENET HEALTHCARE CORP COM NEW   2024-09-05 2025-05-19
1. TENET HEALTHCARE CORP COM NEW   2024-07-22 2025-05-19
58. UNITED AIRLINES HLDGS   2025-02-19 2025-05-19
1. WELLS FARGO COMPANY   2021-09-03 2025-05-19
14. WELLS FARGO COMPANY   2022-08-05 2025-05-19
16. WELLS FARGO COMPANY   2022-07-15 2025-05-19
39. WELLS FARGO COMPANY   2022-06-24 2025-05-19
16. CRH PLC   2025-04-29 2025-05-19
2. GENERAL MILLS INC   2022-08-23 2025-05-21
15. GENERAL MILLS INC   2023-08-05 2025-05-21
2. GENERAL MILLS INC   2022-08-02 2025-05-21
8. GENERAL MILLS INC   2024-04-09 2025-05-21
35. GENERAL MILLS INC   2024-04-10 2025-05-21
16. TEXAS INSTRS INC   2011-11-16 2025-05-21
7. UNITEDHEALTH GROUP INC   2024-07-30 2025-05-21
6. UNITEDHEALTH GROUP INC   2024-11-05 2025-05-21
5. UNITEDHEALTH GROUP INC   2024-07-16 2025-05-21
5. UNITEDHEALTH GROUP INC   2024-06-27 2025-05-21
55. ABBOTT LABORATORIES   2022-08-26 2025-06-09
15. JOHNSON & JOHNSON   2012-03-12 2025-06-09
7. JOHNSON & JOHNSON   2012-06-06 2025-06-09
22. PROCTER & GAMBLE CO COM   2019-03-29 2025-06-09
73. STEEL DYNAMICS INC   2022-01-21 2025-06-09
49. TENET HEALTHCARE CORP COM NEW   2024-07-22 2025-06-09
34. TENET HEALTHCARE CORP COM NEW   2024-07-01 2025-06-09
19. TRANE TECHNOLOGIES PLC   2024-11-08 2025-06-09
165. ADT INC NPV   2024-07-01 2025-06-16
67. AT&T INC   2023-07-14 2025-06-16
4. ABBVIE INC SHS   2024-10-18 2025-06-16
4. ADOBE SYS INC   2024-01-26 2025-06-16
3. ALLSTATE CORPORATION   2025-01-06 2025-06-16
25. ALPHABET INC SHS CL C   2024-03-15 2025-06-16
23. ALTRIA GROUP INC   2021-11-08 2025-06-16
37. AMAZON COM INC   2024-03-15 2025-06-16
62. ARISTA NETWORKS INC REG SHS   2024-02-05 2025-06-16
3. AUTOMATIC DATA PROCESSING INC   2023-01-06 2025-06-16
2. AUTOMATIC DATA PROCESSING INC   2023-07-18 2025-06-16
16. BAXTER INTERNATIONAL INC   2024-07-01 2025-06-16
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-04-29 2025-06-16
2. BLACKROCK INC REG SHS   2024-12-03 2025-06-16
25. BOSTON SCIENTIFIC CORPORATION   2025-02-05 2025-06-16
14. BRISTOL MYERS SQUIBB CO COM   2018-04-24 2025-06-16
31. BROADCOM INC   2024-02-05 2025-06-16
15. CF INDS HLDGS INC   2024-12-03 2025-06-16
2. CIGNA GROUP/THE   2023-12-06 2025-06-16
3. CME GROUP INC   2023-10-04 2025-06-16
4. CME GROUP INC   2022-07-15 2025-06-16
10. CVS CAREMARK CORP COM   2025-02-19 2025-06-16
6. CADENCE DESIGN SYSTEMS INCORPORATED   2020-10-02 2025-06-16
8. CATERPILLAR INCORPORATED   2024-07-01 2025-06-16
8. CHEVRONTEXACO CORP COM   2024-12-03 2025-06-16
4. CHEVRONTEXACO CORP COM   2025-01-28 2025-06-16
7. CIRRUS LOGIC INC   2024-10-18 2025-06-16
41. CISCO SYSTEMS INCORPORATED   2025-04-29 2025-06-16
26. CITIGROUP INC COM NEW   2022-12-08 2025-06-16
11. CITIGROUP INC COM NEW   2022-10-07 2025-06-16
6. COLGATE PALMOLIVE CO   2024-08-12 2025-06-16
7. COLGATE PALMOLIVE CO   2024-02-14 2025-06-16
7513.148 COLUMBIA MIDCAP INDEX FUND CL INSTL3   2001-12-26 2025-06-16
6. COLUMBIA SPORTSWEAR CO COM   2024-11-08 2025-06-16
2. COLUMBIA SPORTSWEAR CO COM   2025-01-06 2025-06-16
21. EDISON INTERNATIONAL   2024-11-08 2025-06-16
4. EMCOR GROUP INC   2024-11-08 2025-06-16
16. ENTERGY CORP NEW COM   2025-02-19 2025-06-16
22. EXXON MOBIL CORPORATION   2021-06-28 2025-06-16
15. META PLATFORMS INC CLASS A COMMON STOCK   2024-03-15 2025-06-16
7. FEDEX CORP   2023-10-04 2025-06-16
8. FISERV INCORPORATED   2023-05-12 2025-06-16
43. FOX CORP REG SHS CL A   2025-04-02 2025-06-16
45. GAP INCORPORATED   2025-04-02 2025-06-16
6. INTUITIVE SURGICAL INC   2024-08-01 2025-06-16
23. J P MORGAN CHASE & CO COM   2024-09-05 2025-06-16
8. JONES LANG LASALLE INC   2024-09-26 2025-06-16
10. LOUISIANA PACIFIC CORPORATION   2024-12-23 2025-06-16
34. MGIC INVT CORP WIS   2024-10-18 2025-06-16
40. MGIC INVT CORP WIS   2025-01-28 2025-06-16
6. MARSH & MCLENNAN COS INC   2021-06-28 2025-06-16
11. MASTEC INC COM   2025-01-06 2025-06-16
2. MCKESSON HBOC INC   2024-08-01 2025-06-16
1. MCKESSON HBOC INC   2025-06-09 2025-06-16
24. METLIFE INC   2021-02-26 2025-06-16
10. MICROSOFT CORPORATION   2024-03-15 2025-06-16
5. MOTOROLA SOLUTIONS INC   2024-03-15 2025-06-16
17. NETAPP INC   2024-07-01 2025-06-16
4. NETFLIX.COM INC COM   2024-08-12 2025-06-16
11. NEWMONT MINING CORP   2025-06-09 2025-06-16
11. NUTANIX INC   2025-06-09 2025-06-16
121. NVIDIA CORP COM   2017-08-11 2025-06-16
14. O'REILLY AUTOMOTIVE INC   2024-03-15 2025-06-16
9. PG&E CORP COM   2023-12-19 2025-06-16
85. PG&E CORP COM   2023-12-12 2025-06-16
19. PALO ALTO NETWORKS INC COM   2024-02-28 2025-06-16
6. PHILIP MORRIS INTL INC   2025-01-28 2025-06-16
1. PHILIP MORRIS INTL INC   2019-07-02 2025-06-16
4. PROCTER & GAMBLE CO COM   2019-03-29 2025-06-16
15. PULTE CORPORATION   2025-05-19 2025-06-16
11. QUALCOMM INC   2024-08-12 2025-06-16
11. QUANTA SVCS INC   2025-03-20 2025-06-16
7. RALPH LAUREN CORP   2024-07-01 2025-06-16
17. REDDIT INC REG SHS-A- CL A   2025-02-13 2025-06-16
1. REGENERON PHARMACEUTICALS INC   2023-07-18 2025-06-16
9. SBA COMMUNICATIONS CORP NEW   2023-08-08 2025-06-16
7. SALESFORCE.COM INC COMMON   2022-08-05 2025-06-16
12. SCOTTS MIRACLE GRO CO CL A COM   2025-03-13 2025-06-16
7. SERVICENOW INC   2024-02-05 2025-06-16
5. SNAP ON TOOLS CORP   2025-03-13 2025-06-16
28. SYNCHRONY FINL COM   2025-05-19 2025-06-16
5. TJX COMPANIES INCORPORATED NEW   2025-05-19 2025-06-16
5. TARGET CORP   2025-02-19 2025-06-16
8. TARGET CORP   2025-01-30 2025-06-16
23. TRADE (THE) DESK INC SHS CL A   2023-11-10 2025-06-16
11. TRADEWEB MKTS INC CL A   2025-03-20 2025-06-16
59. UBER TECHNOLOGIES INC   2024-03-15 2025-06-16
14. UNITED AIRLINES HLDGS   2025-02-19 2025-06-16
8. VALERO ENERGY CORP - NEW   2025-01-28 2025-06-16
5. VALERO ENERGY CORP - NEW   2022-12-08 2025-06-16
3. VALMONT INDS INC   2025-02-19 2025-06-16
41. VERTIV HLDG CO   2025-01-30 2025-06-16
131. VIATRIS INC   2025-01-28 2025-06-16
46. VIATRIS INC   2025-01-28 2025-06-16
19. VIRTU FINL INC SHS CL A   2025-03-13 2025-06-16
12. VISA INC CL A SHRS   2024-02-05 2025-06-16
11. CRH PLC   2025-04-29 2025-06-16
57. JANUS HENDERSON GROUP PLC   2024-08-12 2025-06-16
11. JAZZ PHARMACEUTICALS PLC SHS   2022-10-10 2025-06-16
2. JAZZ PHARMACEUTICALS PLC SHS   2022-09-15 2025-06-16
21. JOHNSON CONTROLS INTER   2025-06-09 2025-06-16
12. MEDTRONIC PLC SHS   2025-04-02 2025-06-16
7. TRANE TECHNOLOGIES PLC   2024-08-12 2025-06-16
39. ON HLDG AG NAMEN-AKT CL A   2023-07-07 2025-06-16
8. ON HLDG AG NAMEN-AKT CL A   2023-06-14 2025-06-16
6. CYBER-ARK SOFTWARE LTD   2025-02-13 2025-06-16
34. ABBVIE INC SHS   2021-09-01 2025-06-26
9. BECTON DICKINSON & COMPANY   2022-12-06 2025-06-26
11. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-26
4. BECTON DICKINSON & COMPANY   2024-01-16 2025-06-26
15. MARSH & MCLENNAN COS INC   2024-12-24 2025-06-26
3. MARSH & MCLENNAN COS INC   2012-10-12 2025-06-26
29. WAL-MART STORES INCORPORATED   2023-03-20 2025-06-26
2. ADOBE SYS INC   2024-01-26 2025-06-27
1. ADOBE SYS INC   2024-02-19 2025-06-27
32. ADOBE SYS INC   2024-03-15 2025-06-27
65. ADOBE SYS INC   2020-03-24 2025-06-27
40. ADOBE SYS INC   2020-03-25 2025-06-27
33. ALPHABET INC SHS CL C   2024-03-15 2025-06-27
86. ALPHABET INC SHS CL C   2013-05-03 2025-06-27
15. AMAZON COM INC   2024-03-15 2025-06-27
42. AMAZON COM INC   2024-02-05 2025-06-27
42. AMAZON COM INC   2024-02-05 2025-06-27
30. ARISTA NETWORKS INC REG SHS   2024-02-05 2025-06-27
1013. ARISTA NETWORKS INC REG SHS   2022-07-18 2025-06-27
7. BECTON DICKINSON & COMPANY   2024-01-16 2025-06-27
267. BOSTON SCIENTIFIC CORPORATION   2025-02-05 2025-06-27
138. BOSTON SCIENTIFIC CORPORATION   2025-03-20 2025-06-27
185. BOSTON SCIENTIFIC CORPORATION   2025-03-06 2025-06-27
25. BROADCOM INC   2024-02-05 2025-06-27
80. BROADCOM INC   2023-09-05 2025-06-27
100. BROADCOM INC   2023-03-17 2025-06-27
159. BROADCOM INC   2022-07-18 2025-06-27
242. CADENCE DESIGN SYSTEMS INCORPORATED   2020-10-02 2025-06-27
20. META PLATFORMS INC CLASS A COMMON STOCK   2024-02-05 2025-06-27
34. INTUITIVE SURGICAL INC   2024-08-01 2025-06-27
10. INTUITIVE SURGICAL INC   2024-03-15 2025-06-27
11. INTUITIVE SURGICAL INC   2024-02-05 2025-06-27
18. INTUITIVE SURGICAL INC   2023-07-12 2025-06-27
27. INTUITIVE SURGICAL INC   2023-03-27 2025-06-27
16. LILLY ELI & COMPANY   2024-10-30 2025-06-27
35. LILLY ELI & COMPANY   2024-03-07 2025-06-27
29. MCKESSON HBOC INC   2024-08-01 2025-06-27
50. MCKESSON HBOC INC   2024-07-26 2025-06-27
6. MOTOROLA SOLUTIONS INC   2024-03-15 2025-06-27
17. MOTOROLA SOLUTIONS INC   2024-02-05 2025-06-27
21. MOTOROLA SOLUTIONS INC   2022-11-11 2025-06-27
139. MOTOROLA SOLUTIONS INC   2022-07-18 2025-06-27
17. NETFLIX.COM INC COM   2024-08-12 2025-06-27
19. NETFLIX.COM INC COM   2024-03-22 2025-06-27
3. NETFLIX.COM INC COM   2024-03-12 2025-06-27
1. NETFLIX.COM INC COM   2024-03-15 2025-06-27
271. NVIDIA CORP COM   2017-08-11 2025-06-27
61. O'REILLY AUTOMOTIVE INC   2024-03-15 2025-06-27
105. O'REILLY AUTOMOTIVE INC   2024-02-05 2025-06-27
885. O'REILLY AUTOMOTIVE INC   2022-07-18 2025-06-27
15. PALO ALTO NETWORKS INC COM   2024-02-28 2025-06-27
218. PALO ALTO NETWORKS INC COM   2022-07-18 2025-06-27
24. PALO ALTO NETWORKS INC COM   2022-07-25 2025-06-27
89. PALO ALTO NETWORKS INC COM   2022-10-10 2025-06-27
39. QUANTA SVCS INC   2025-03-20 2025-06-27
12. QUANTA SVCS INC   2023-09-05 2025-06-27
37. QUANTA SVCS INC   2024-02-05 2025-06-27
48. QUANTA SVCS INC   2023-06-14 2025-06-27
42. QUANTA SVCS INC   2023-05-15 2025-06-27
49. QUANTA SVCS INC   2023-11-10 2025-06-27
42. QUANTA SVCS INC   2023-05-04 2025-06-27
55. REDDIT INC REG SHS-A- CL A   2025-02-13 2025-06-27
88. REDDIT INC REG SHS-A- CL A   2024-12-16 2025-06-27
89. REDDIT INC REG SHS-A- CL A   2025-01-14 2025-06-27
5. SERVICENOW INC   2024-01-26 2025-06-27
10. SERVICENOW INC   2024-03-15 2025-06-27
64. SERVICENOW INC   2017-07-06 2025-06-27
3. TRADE (THE) DESK INC SHS CL A   2023-11-10 2025-06-27
1. TRADE (THE) DESK INC SHS CL A   2022-10-03 2025-06-27
81. TRADE (THE) DESK INC SHS CL A   2022-11-11 2025-06-27
359. TRADE (THE) DESK INC SHS CL A   2020-03-31 2025-06-27
102. TRADEWEB MKTS INC CL A   2025-03-20 2025-06-27
117. TRADEWEB MKTS INC CL A   2024-12-16 2025-06-27
109. TRADEWEB MKTS INC CL A   2025-01-14 2025-06-27
21. UBER TECHNOLOGIES INC   2024-03-15 2025-06-27
208. UBER TECHNOLOGIES INC   2024-07-12 2025-06-27
16. UBER TECHNOLOGIES INC   2024-02-05 2025-06-27
749. UBER TECHNOLOGIES INC   2022-07-18 2025-06-27
29. VERTIV HLDG CO   2025-01-30 2025-06-27
135. VERTIV HLDG CO   2024-05-09 2025-06-27
179. VERTIV HLDG CO   2024-06-06 2025-06-27
152. VERTIV HLDG CO   2024-04-18 2025-06-27
104. VERTIV HLDG CO   2024-07-24 2025-06-27
1. VISA INC CL A SHRS   2022-07-25 2025-06-27
182. VISA INC CL A SHRS   2011-08-24 2025-06-27
18. VISA INC CL A SHRS   2011-06-30 2025-06-27
42. TRANE TECHNOLOGIES PLC   2024-08-12 2025-06-27
39. TRANE TECHNOLOGIES PLC   2024-05-09 2025-06-27
50. TRANE TECHNOLOGIES PLC   2024-04-05 2025-06-27
208. ON HLDG AG NAMEN-AKT CL A   2023-06-14 2025-06-27
236. ON HLDG AG NAMEN-AKT CL A   2023-08-15 2025-06-27
310. ON HLDG AG NAMEN-AKT CL A   2023-12-22 2025-06-27
430. ON HLDG AG NAMEN-AKT CL A   2023-05-26 2025-06-27
219. ON HLDG AG NAMEN-AKT CL A   2024-02-05 2025-06-27
29. CYBER-ARK SOFTWARE LTD   2025-02-13 2025-06-27
87. CYBER-ARK SOFTWARE LTD   2025-01-14 2025-06-27
.26 ALPHABET INC SHS CL C   2013-05-03 2025-06-30
49.74 ALPHABET INC SHS CL C   2013-01-24 2025-06-30
15. AMAZON COM INC   2024-02-05 2025-06-30
45. AMAZON COM INC   2023-05-26 2025-06-30
7. AUTOMATIC DATA PROCESSING INC   2024-11-20 2025-06-30
1. AUTOMATIC DATA PROCESSING INC   2024-12-24 2025-06-30
29. BROADCOM INC   2016-12-28 2025-06-30
6. HOME DEPOT INC   2008-10-10 2025-06-30
1. INTUITIVE SURGICAL INC   2023-03-27 2025-06-30
7. INTUITIVE SURGICAL INC   2023-01-31 2025-06-30
7. TRANE TECHNOLOGIES PLC   2016-11-15 2025-06-30
16. ABBOTT LABORATORIES   2022-08-26 2025-07-01
14. ABBOTT LABORATORIES   2020-07-24 2025-07-01
25. ABBOTT LABORATORIES   2023-03-29 2025-07-01
5. ABBOTT LABORATORIES   2023-10-04 2025-07-01
31. ABBVIE INC SHS   2024-07-01 2025-07-01
9. ABBVIE INC SHS   2024-10-18 2025-07-01
14. ALTRIA GROUP INC   2021-11-08 2025-07-01
14. ALTRIA GROUP INC   2020-07-24 2025-07-01
110. BRIXMOR PPTY GROUP INC   2025-01-06 2025-07-01
7. CATERPILLAR INCORPORATED   2024-07-01 2025-07-01
7. CATERPILLAR INCORPORATED   2023-06-02 2025-07-01
47. CATERPILLAR INCORPORATED   2023-05-12 2025-07-01
34. CITIGROUP INC COM NEW   2022-10-07 2025-07-01
23. COLUMBIA SPORTSWEAR CO COM   2025-01-06 2025-07-01
35. COLUMBIA SPORTSWEAR CO COM   2024-09-26 2025-07-01
13. COLUMBIA SPORTSWEAR CO COM   2024-08-12 2025-07-01
42. HOLOGIC INC   2023-01-25 2025-07-01
13. HOLOGIC INC   2024-05-17 2025-07-01
2. J P MORGAN CHASE & CO COM   2024-09-05 2025-07-01
29. J P MORGAN CHASE & CO COM   2024-08-12 2025-07-01
14. J P MORGAN CHASE & CO COM   2022-12-08 2025-07-01
1. J P MORGAN CHASE & CO COM   2023-03-29 2025-07-01
10. JONES LANG LASALLE INC   2024-09-26 2025-07-01
4. JONES LANG LASALLE INC   2024-10-18 2025-07-01
101. MASTEC INC COM   2024-12-03 2025-07-01
42. PFIZER INC   2025-04-29 2025-07-01
27. PRUDENTIAL FINL INC COM   2025-02-19 2025-07-01
21. REINSURNCE GROUP AMERICA   2024-02-14 2025-07-01
122. SCOTTS MIRACLE GRO CO CL A COM   2025-03-13 2025-07-01
39. SCOTTS MIRACLE GRO CO CL A COM   2025-04-02 2025-07-01
7. TARGET CORP   2025-01-30 2025-07-01
39. TARGET CORP   2025-03-13 2025-07-01
30. TARGET CORP   2025-04-02 2025-07-01
23. TENET HEALTHCARE CORP COM NEW   2024-07-01 2025-07-01
19. TENET HEALTHCARE CORP COM NEW   2024-05-17 2025-07-01
17. MEDTRONIC PLC SHS   2023-07-14 2025-07-01
19. MEDTRONIC PLC SHS   2025-04-29 2025-07-01
3. MEDTRONIC PLC SHS   2020-03-16 2025-07-01
5. MEDTRONIC PLC SHS   2025-04-02 2025-07-01
22. MCDONALDS CORP   2025-06-27 2025-07-02
10. VISA INC CL A SHRS   2011-06-30 2025-07-02
26. ALPHABET INC SHS CL C   2013-01-24 2025-07-08
5. INTUITIVE SURGICAL INC   2023-01-31 2025-07-08
2. SERVICENOW INC   2017-07-06 2025-07-08
4.48 ALPHABET INC SHS CL C   2013-01-24 2025-07-09
29.52 ALPHABET INC SHS CL C   2013-01-28 2025-07-09
4. SERVICENOW INC   2017-07-06 2025-07-09
160. COCA COLA CO COM   2025-06-27 2025-07-10
7. INTUITIVE SURGICAL INC   2023-01-31 2025-07-10
13. VISA INC CL A SHRS   2011-06-30 2025-07-10
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-06-27 2025-07-11
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-05-10 2025-07-11
5. LILLY ELI & COMPANY   2024-03-07 2025-07-11
11. MCDONALDS CORP   2025-06-27 2025-07-14
18. VISA INC CL A SHRS   2011-06-30 2025-07-14
23. FAIR ISAAC & CO INC COM   2025-06-27 2025-07-15
20. JOHNSON & JOHNSON   2025-06-27 2025-07-15
11. VISA INC CL A SHRS   2011-06-30 2025-07-15
45. COCA COLA CO COM   2025-06-27 2025-07-16
116. EDWARDS LIFESCIENCES CORP   2025-06-27 2025-07-16
8. FAIR ISAAC & CO INC COM   2025-06-27 2025-07-16
10. MCDONALDS CORP   2025-06-27 2025-07-16
9. VISA INC CL A SHRS   2011-06-30 2025-07-16
23. GRAINGER W W INCORPORATED   2025-06-27 2025-07-17
50. ABBOTT LABORATORIES   2025-06-27 2025-07-18
35. ABBOTT LABORATORIES   2025-06-27 2025-07-18
67. COCA COLA CO COM   2025-06-27 2025-07-18
12. VISA INC CL A SHRS   2011-06-30 2025-07-18
24. DR HORTON   2025-06-27 2025-07-21
239. AT&T INC   2023-07-14 2025-07-22
21. CIGNA GROUP/THE   2023-12-06 2025-07-22
32. CHEVRONTEXACO CORP COM   2025-01-28 2025-07-22
21. CIRRUS LOGIC INC   2024-10-18 2025-07-22
11. CIRRUS LOGIC INC   2024-09-26 2025-07-22
50. CITIGROUP INC COM NEW   2022-10-07 2025-07-22
16. COLUMBIA SPORTSWEAR CO COM   2024-08-12 2025-07-22
2. ENTERGY CORP NEW COM   2025-02-19 2025-07-22
15. ENTERGY CORP NEW COM   2024-06-10 2025-07-22
48. ENTERGY CORP NEW COM   2024-04-23 2025-07-22
94. GAMING AND LEISURE PROPERTIES INC. SHS W   2024-09-26 2025-07-22
6. JONES LANG LASALLE INC   2024-10-18 2025-07-22
51. JONES LANG LASALLE INC   2024-09-05 2025-07-22
30. JONES LANG LASALLE INC   2024-08-12 2025-07-22
69. LINCOLN NATL CORP IND   2025-02-19 2025-07-22
11. MASTEC INC COM   2024-12-03 2025-07-22
11. MASTEC INC COM   2024-10-18 2025-07-22
24. TARGET CORP   2025-04-02 2025-07-22
1. NETFLIX.COM INC COM   2024-03-15 2025-07-23
4. NETFLIX.COM INC COM   2024-02-16 2025-07-23
8. SPOTIFY TECH S.A. REG SHS   2025-06-27 2025-07-23
5. NETFLIX.COM INC COM   2024-02-16 2025-07-24
55. INTERNATIONAL BUSINESS MACHS   2025-06-27 2025-07-25
7. NETFLIX.COM INC COM   2024-02-16 2025-07-25
15. TESLA INC   2025-06-27 2025-07-25
3. SPOTIFY TECH S.A. REG SHS   2025-06-27 2025-07-25
55. WAL-MART STORES INCORPORATED   2025-06-27 2025-07-28
26. ABBOTT LABORATORIES   2025-06-27 2025-07-29
85. COMCAST CORP NEW CL A COM   2024-12-05 2025-07-29
26. COMCAST CORP NEW CL A COM   2024-12-18 2025-07-29
3. MCKESSON HBOC INC   2024-07-26 2025-07-29
2. MCKESSON HBOC INC   2024-09-06 2025-07-29
13. INTERNATIONAL BUSINESS MACHS   2025-06-27 2025-07-30
6. LILLY ELI & COMPANY   2024-03-07 2025-07-30
30. PHILIP MORRIS INTL INC   2025-06-27 2025-07-30
29. JOHNSON & JOHNSON   2025-06-27 2025-07-31
4. MCKESSON HBOC INC   2024-09-06 2025-07-31
36. CISCO SYSTEMS INCORPORATED   2025-04-29 2025-08-01
53. CISCO SYSTEMS INCORPORATED   2020-06-30 2025-08-01
73. FEDEX CORP   2023-10-04 2025-08-01
6. FEDEX CORP   2023-10-18 2025-08-01
20. FEDEX CORP   2023-10-20 2025-08-01
1. LILLY ELI & COMPANY   2024-03-07 2025-08-01
3. LILLY ELI & COMPANY   2024-04-04 2025-08-01
5. LOCKHEED MARTIN CORPORATION   2024-09-05 2025-08-01
11. LOCKHEED MARTIN CORPORATION   2025-05-19 2025-08-01
14. LOCKHEED MARTIN CORPORATION   2024-06-10 2025-08-01
21. MASTEC INC COM   2024-10-18 2025-08-01
8. UNITEDHEALTH GROUP INC   2024-07-22 2025-08-01
1. UNITEDHEALTH GROUP INC   2024-12-03 2025-08-01
8. TRANE TECHNOLOGIES PLC   2024-11-08 2025-08-01
25. HUBSPOT INC   2025-06-27 2025-08-04
12. AMAZON COM INC   2023-05-26 2025-08-05
11. AMAZON COM INC   2013-07-29 2025-08-05
36. INTUITIVE SURGICAL INC   2023-01-31 2025-08-05
36. SPOTIFY TECH S.A. REG SHS   2025-06-27 2025-08-05
57. AMAZON COM INC   2013-07-29 2025-08-06
1. AMAZON COM INC   2013-05-10 2025-08-06
10. VISA INC CL A SHRS   2011-06-30 2025-08-06
8. VISA INC CL A SHRS   2011-06-30 2025-08-07
15. VISA INC CL A SHRS   2011-06-30 2025-08-11
37. EATON CORP PLC   2025-06-27 2025-08-11
33. ALIBABA GROUP HOLDING LT   2025-06-27 2025-08-12
21. INTERNATIONAL BUSINESS MACHS   2025-06-27 2025-08-12
15. CISCO SYSTEMS INCORPORATED   2025-02-27 2025-08-13
20. CISCO SYSTEMS INCORPORATED   2013-06-25 2025-08-13
45. CISCO SYSTEMS INCORPORATED   2013-03-07 2025-08-13
16. J P MORGAN CHASE & CO COM   2007-11-13 2025-08-13
10. LAM RESH CORP   2019-01-09 2025-08-13
9. LAM RESH CORP   2019-01-22 2025-08-13
12. ACCENTURE PLC SHS   2024-10-22 2025-08-13
5. ACCENTURE PLC SHS   2024-08-27 2025-08-13
3. ACCENTURE PLC SHS   2025-05-21 2025-08-13
11. ACCENTURE PLC SHS   2025-04-08 2025-08-13
1. NETFLIX.COM INC COM   2024-02-16 2025-08-15
2. NETFLIX.COM INC COM   2024-04-19 2025-08-15
90. LAM RESH CORP   2025-06-27 2025-08-18
9. VISA INC CL A SHRS   2011-06-30 2025-08-19
30. LILLY ELI & COMPANY   2024-04-04 2025-08-21
2. LILLY ELI & COMPANY   2024-02-26 2025-08-21
3. LILLY ELI & COMPANY   2024-03-15 2025-08-21
3. NETFLIX.COM INC COM   2024-04-19 2025-08-21
2. SNOWFLAKE INC REG SHS   2025-06-27 2025-08-21
21. 3M CO COM   2025-06-27 2025-08-21
2. NETFLIX.COM INC COM   2024-04-19 2025-08-22
4. EXXON MOBIL CORPORATION   2024-10-30 2025-08-26
33. EXXON MOBIL CORPORATION   2024-11-17 2025-08-26
2. EXXON MOBIL CORPORATION   2025-03-25 2025-08-26
38. GENERAL MILLS INC   2023-11-08 2025-08-26
57. GENERAL MILLS INC   2023-11-21 2025-08-26
32. GENERAL MILLS INC   2024-12-18 2025-08-26
8. HOME DEPOT INC   2008-10-10 2025-08-26
2. SERVICENOW INC   2017-07-06 2025-08-26
42. WAL-MART STORES INCORPORATED   2023-03-20 2025-08-26
462. AT&T INC   2023-07-14 2025-08-28
20. ABBVIE INC SHS   2024-07-01 2025-08-28
9. CIRRUS LOGIC INC   2024-09-26 2025-08-28
11. CIRRUS LOGIC INC   2024-09-23 2025-08-28
4. CIRRUS LOGIC INC   2025-04-02 2025-08-28
267. DENTSPLY SIRONA INC   2025-07-01 2025-08-28
54. ENTERGY CORP NEW COM   2024-04-23 2025-08-28
24. EXACT SCIENCES CORP COM   2024-10-18 2025-08-28
68. KKR & CO INC CL A   2025-06-27 2025-08-28
17. LOCKHEED MARTIN CORPORATION   2024-06-10 2025-08-28
10. LOUISIANA PACIFIC CORPORATION   2024-11-25 2025-08-28
10. LOUISIANA PACIFIC CORPORATION   2024-12-23 2025-08-28
55. LOUISIANA PACIFIC CORPORATION   2024-12-03 2025-08-28
38. LOUISIANA PACIFIC CORPORATION   2025-01-06 2025-08-28
71. QIAGEN NV REG SHS   2024-08-12 2025-08-28
6. META PLATFORMS INC CLASS A COMMON STOCK   2024-02-05 2025-09-03
4. NETFLIX.COM INC COM   2024-04-19 2025-09-03
18. AMAZON COM INC   2013-05-10 2025-09-04
20. AMAZON COM INC   2013-05-10 2025-09-11
31. SYNOPSYS INC   2025-06-27 2025-09-11
31. AMAZON COM INC   2013-05-10 2025-09-12
9. META PLATFORMS INC CLASS A COMMON STOCK   2024-02-05 2025-09-12
3. NETFLIX.COM INC COM   2024-04-19 2025-09-12
10. TWILIO INC CL A   2025-06-27 2025-09-16
17. CIGNA GROUP/THE   2023-12-06 2025-09-18
16. CATERPILLAR INCORPORATED   2023-05-12 2025-09-18
16. ENTERGY CORP NEW COM   2024-04-23 2025-09-18
106. ENTERGY CORP NEW COM   2024-03-27 2025-09-18
59. GAP INCORPORATED   2025-04-02 2025-09-18
14. GAP INCORPORATED   2024-01-24 2025-09-18
289. GAP INCORPORATED   2024-03-06 2025-09-18
278. GAP INCORPORATED   2023-09-13 2025-09-18
2. LOUISIANA PACIFIC CORPORATION   2025-01-06 2025-09-18
22. LOUISIANA PACIFIC CORPORATION   2024-10-18 2025-09-18
28. LOUISIANA PACIFIC CORPORATION   2024-09-05 2025-09-18
19. PULTE CORPORATION   2025-05-19 2025-09-18
101. MEDTRONIC PLC SHS   2023-10-20 2025-09-18
142. ADT INC NPV   2025-07-01 2025-09-23
150. AES CORP COM   2025-07-22 2025-09-23
34. AT&T INC   2023-07-14 2025-09-23
6. ADVANCED MICRO DEVICES INC   2025-07-01 2025-09-23
6. ALLSTATE CORPORATION   2025-09-18 2025-09-23
7. ALPHABET INC SHS CL A   2025-09-18 2025-09-23
43. ALTRIA GROUP INC   2020-07-24 2025-09-23
2. AMGEN INC COM   2024-12-03 2025-09-23
2. AUTOMATIC DATA PROCESSING INC   2023-07-18 2025-09-23
3. AUTOMATIC DATA PROCESSING INC   2024-01-04 2025-09-23
3. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-04-29 2025-09-23
1. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-03-13 2025-09-23
2. BLACKROCK INC REG SHS   2024-12-03 2025-09-23
40. BRISTOL MYERS SQUIBB CO COM   2018-04-24 2025-09-23
5. CBRE GROUP INC CL A   2024-12-03 2025-09-23
17. CF INDS HLDGS INC   2024-12-03 2025-09-23
8. CME GROUP INC   2022-07-15 2025-09-23
16. CVS CAREMARK CORP COM   2025-02-19 2025-09-23
2. CATERPILLAR INCORPORATED   2023-05-12 2025-09-23
4. CHARLES RIV LABORATORIES INTL INC COM   2025-09-18 2025-09-23
16. CHEVRONTEXACO CORP COM   2025-01-28 2025-09-23
25. CISCO SYSTEMS INCORPORATED   2025-08-28 2025-09-23
27. CITIGROUP INC COM NEW   2022-10-07 2025-09-23
12. COLGATE PALMOLIVE CO   2024-02-14 2025-09-23
31. EOG RESOURCES INC   2020-12-08 2025-09-23
28. EDISON INTERNATIONAL   2024-11-08 2025-09-23
2. ELECTRONIC ARTS   2024-05-17 2025-09-23
1. ELECTRONIC ARTS   2025-01-28 2025-09-23
1. EMCOR GROUP INC   2024-11-08 2025-09-23
2. EQUINIX INC   2025-07-22 2025-09-23
2. EXXON MOBIL CORPORATION   2021-06-28 2025-09-23
33. EXXON MOBIL CORPORATION   2021-12-21 2025-09-23
4. META PLATFORMS INC CLASS A COMMON STOCK   2025-07-01 2025-09-23
7. FISERV INCORPORATED   2025-07-01 2025-09-23
19. FOX CORP REG SHS CL A   2025-04-02 2025-09-23
2. GENERAL DYNAMICS CORP   2025-08-28 2025-09-23
12. HONEYWELL INTERNATIONAL INC   2024-07-16 2025-09-23
30. HONEYWELL INTERNATIONAL INC   2011-09-06 2025-09-23
3. IQVIA HLDGS INC   2025-06-09 2025-09-23
14. J P MORGAN CHASE & CO COM   2023-03-29 2025-09-23
2. LOWES COMPANIES INCORPORATED   2025-09-18 2025-09-23
41. LYFT INC REG SHS CL A   2025-05-19 2025-09-23
51. MGIC INVT CORP WIS   2025-01-28 2025-09-23
9. MGIC INVT CORP WIS   2024-08-12 2025-09-23
6. MARSH & MCLENNAN COS INC   2021-06-28 2025-09-23
3. MCKESSON HBOC INC   2025-06-09 2025-09-23
16. METLIFE INC   2021-02-26 2025-09-23
16. MOLSON COORS BREWING CO CL B   2023-11-15 2025-09-23
8. NETAPP INC   2024-07-01 2025-09-23
27. NEWMONT MINING CORP   2025-07-01 2025-09-23
11. NUTANIX INC   2025-06-24 2025-09-23
5. NUTANIX INC   2025-06-09 2025-09-23
116. PG&E CORP COM   2023-12-12 2025-09-23
6. PG&E CORP COM   2023-11-20 2025-09-23
6. PG&E CORP COM   2023-12-06 2025-09-23
8. PHILIP MORRIS INTL INC   2019-07-02 2025-09-23
19. PREMIER INC   2025-07-01 2025-09-23
1. PULTE CORPORATION   2025-05-19 2025-09-23
12. PULTE CORPORATION   2020-06-30 2025-09-23
11. QUALCOMM INC   2024-08-27 2025-09-23
1. QUALCOMM INC   2024-08-12 2025-09-23
4. RALPH LAUREN CORP   2024-07-01 2025-09-23
1. REGENERON PHARMACEUTICALS INC   2021-06-28 2025-09-23
8. SBA COMMUNICATIONS CORP NEW   2023-08-08 2025-09-23
6. SALESFORCE.COM INC COMMON   2025-07-22 2025-09-23
3. SIMON PPTY GROUP INC NEW COM   2025-03-13 2025-09-23
4. SNAP ON TOOLS CORP   2025-03-13 2025-09-23
1. SNAP ON TOOLS CORP   2024-04-23 2025-09-23
18. SYNCHRONY FINL COM   2025-05-19 2025-09-23
5. TJX COMPANIES INCORPORATED NEW   2025-05-19 2025-09-23
7. TARGET CORP   2025-04-02 2025-09-23
8. TORO CO COM   2025-04-02 2025-09-23
6. UNION PAC CORP COM   2025-08-01 2025-09-23
11. VALERO ENERGY CORP - NEW   2022-12-08 2025-09-23
3. VALMONT INDS INC   2025-02-19 2025-09-23
15. VERIZON COMMUNICATIONS   2024-09-05 2025-09-23
2. VERTEX PHARMACEUTICALS INC COM   2020-01-13 2025-09-23
46. VIATRIS INC   2025-02-12 2025-09-23
22. VIATRIS INC   2025-01-28 2025-09-23
72. VIATRIS INC   2023-08-23 2025-09-23
57. WELLS FARGO COMPANY   2024-09-24 2025-09-23
5. WELLS FARGO COMPANY   2022-04-13 2025-09-23
12. ANGLOGOLD ASHANTI LTD REG SHS   2025-09-18 2025-09-23
2. CRH PLC   2025-04-29 2025-09-23
8. CRH PLC   2024-07-01 2025-09-23
36. JANUS HENDERSON GROUP PLC   2024-08-12 2025-09-23
15. JAZZ PHARMACEUTICALS PLC SHS   2022-09-15 2025-09-23
1. JAZZ PHARMACEUTICALS PLC SHS   2025-03-13 2025-09-23
14. JOHNSON CONTROLS INTER   2025-06-09 2025-09-23
10. PENTAIR PLC SHS   2025-08-01 2025-09-23
10. AMAZON COM INC   2013-05-10 2025-09-26
15. AMAZON COM INC   2013-05-03 2025-09-26
82. TWILIO INC CL A   2025-06-27 2025-10-03
63. EOG RESOURCES INC   2020-12-08 2025-10-07
486. AT&T INC   2023-07-14 2025-10-10
266. BAXTER INTERNATIONAL INC   2024-07-01 2025-10-10
16. EMCOR GROUP INC   2024-11-08 2025-10-10
97. PULTE CORPORATION   2020-06-30 2025-10-10
32. ANGLOGOLD ASHANTI LTD REG SHS   2025-09-18 2025-10-10
68. ANGLOGOLD ASHANTI LTD REG SHS   2025-08-28 2025-10-10
51. INTERCONTINENTAL EXCHANGE INC   2025-06-27 2025-10-16
24. AMAZON COM INC   2013-05-03 2025-10-20
3. META PLATFORMS INC CLASS A COMMON STOCK   2024-02-05 2025-10-20
2. META PLATFORMS INC CLASS A COMMON STOCK   2023-07-12 2025-10-20
33. 3M CO COM   2025-06-27 2025-10-20
19. MICROSOFT CORPORATION   2025-08-06 2025-10-21
7. NETFLIX.COM INC COM   2024-04-19 2025-10-23
3. NETFLIX.COM INC COM   2024-04-19 2025-10-24
38. ABBOTT LABORATORIES   2025-06-27 2025-10-27
16. AMAZON COM INC   2013-05-03 2025-10-27
3. MICROSOFT CORPORATION   2025-08-06 2025-10-27
16. AMAZON COM INC   2013-05-03 2025-10-30
80. BLACKSTONE INC   2025-06-27 2025-10-31
4. META PLATFORMS INC CLASS A COMMON STOCK   2023-07-12 2025-10-31
27. SHOPIFY INC CL A   2025-08-11 2025-10-31
3. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-03-13 2025-11-03
5. BERKSHIRE HATHAWAYINC DEL CL B NEW   2015-11-10 2025-11-03
7. BERKSHIRE HATHAWAYINC DEL CL B NEW   2016-02-02 2025-11-03
19. CATERPILLAR INCORPORATED   2023-05-12 2025-11-03
64. CITIGROUP INC COM NEW   2022-10-07 2025-11-03
44. CITIGROUP INC COM NEW   2023-08-23 2025-11-03
40. ENTERGY CORP NEW COM   2024-03-27 2025-11-03
8. META PLATFORMS INC CLASS A COMMON STOCK   2023-07-12 2025-11-03
11. FISERV INCORPORATED   2025-07-01 2025-11-03
53. FISERV INCORPORATED   2023-05-12 2025-11-03
33. FOX CORP REG SHS CL A   2025-04-02 2025-11-03
3. NETFLIX.COM INC COM   2024-04-19 2025-11-03
3. NETFLIX.COM INC COM   2024-01-25 2025-11-03
129. PREMIER INC   2025-07-01 2025-11-03
220. PREMIER INC   2025-02-19 2025-11-03
45. SYNOVUS FINL CORP SHS   2025-07-22 2025-11-03
1. VALMONT INDS INC   2025-02-19 2025-11-03
15. VALMONT INDS INC   2025-07-22 2025-11-03
2. VALMONT INDS INC   2025-03-13 2025-11-03
37. MEDTRONIC PLC SHS   2023-10-20 2025-11-03
111. BRISTOL MYERS SQUIBB CO COM   2024-12-05 2025-11-04
24. ARISTA NETWORKS INC REG SHS   2022-07-18 2025-11-06
27. ARISTA NETWORKS INC REG SHS   2022-07-18 2025-11-10
11. META PLATFORMS INC CLASS A COMMON STOCK   2023-07-12 2025-11-10
8. META PLATFORMS INC CLASS A COMMON STOCK   2023-10-26 2025-11-10
24. SEA LTD   2025-08-21 2025-11-10
7. WAL-MART STORES INCORPORATED   2025-06-27 2025-11-10
5. META PLATFORMS INC CLASS A COMMON STOCK   2023-10-26 2025-11-11
15. ORACLE SYS CORP   2025-09-11 2025-11-11
10. ORACLE SYS CORP   2025-08-15 2025-11-12
51. WAL-MART STORES INCORPORATED   2025-06-27 2025-11-12
26. DOORDASH INC REG SHS CL A   2025-06-27 2025-11-13
3. META PLATFORMS INC CLASS A COMMON STOCK   2023-10-26 2025-11-13
35. META PLATFORMS INC CLASS A COMMON STOCK   2023-06-16 2025-11-13
10. ORACLE SYS CORP   2025-07-18 2025-11-13
5. ORACLE SYS CORP   2025-08-15 2025-11-13
11. ORACLE SYS CORP   2025-09-11 2025-11-13
10. ORACLE SYS CORP   2025-06-19 2025-11-14
5. ORACLE SYS CORP   2025-07-17 2025-11-14
5. ORACLE SYS CORP   2025-08-13 2025-11-14
1. ORACLE SYS CORP   2025-08-22 2025-11-14
12. PHILIP MORRIS INTL INC   2025-06-27 2025-11-14
24. WAL-MART STORES INCORPORATED   2025-06-27 2025-11-14
27. BLACKSTONE INC   2022-12-22 2025-11-18
16. BROADCOM INC   2016-12-28 2025-11-18
9. MICROSOFT CORPORATION   2011-09-19 2025-11-18
3. NORTHROP CORPORATION   2024-12-24 2025-11-18
14. SOLSTICE ADVANCED MATERIALS INC REGISTER   2011-09-06 2025-11-18
19. BLACKSTONE INC   2022-12-22 2025-11-19
1. NORTHROP CORPORATION   2024-12-24 2025-11-19
1. NORTHROP CORPORATION   2021-12-21 2025-11-19
5. SOLSTICE ADVANCED MATERIALS INC REGISTER   2011-09-06 2025-11-19
6. META PLATFORMS INC CLASS A COMMON STOCK   2023-06-16 2025-11-20
76. ARISTA NETWORKS INC REG SHS   2022-07-18 2025-11-21
15. DOORDASH INC REG SHS CL A   2025-06-27 2025-11-21
26. PHILIP MORRIS INTL INC   2025-06-27 2025-11-21
84. UBER TECHNOLOGIES INC   2022-07-18 2025-11-21
17. DOORDASH INC REG SHS CL A   2025-06-27 2025-11-24
19. AMAZON COM INC   2013-05-03 2025-11-26
63. DROPBOX INC REG SHS CL A   2025-07-01 2025-11-26
38. DROPBOX INC REG SHS CL A   2024-09-05 2025-11-26
170. DROPBOX INC REG SHS CL A   2022-09-15 2025-11-26
20. META PLATFORMS INC CLASS A COMMON STOCK   2023-06-16 2025-11-26
58. FISERV INCORPORATED   2023-05-12 2025-11-26
37. HOLOGIC INC   2025-11-03 2025-11-26
36. HOLOGIC INC   2025-08-28 2025-11-26
15. MCKESSON HBOC INC   2025-10-10 2025-11-26
9. MICROSOFT CORPORATION   2025-08-06 2025-11-26
1. MICROSOFT CORPORATION   2025-07-15 2025-11-26
230. VIRTU FINL INC SHS CL A   2025-03-13 2025-11-26
8. JAZZ PHARMACEUTICALS PLC SHS   2025-03-13 2025-11-26
35. JAZZ PHARMACEUTICALS PLC SHS   2022-10-07 2025-11-26
4. JAZZ PHARMACEUTICALS PLC SHS   2023-10-04 2025-11-26
34. JOHNSON CONTROLS INTER   2025-06-09 2025-11-26
102. JOHNSON CONTROLS INTER   2025-05-19 2025-11-26
10. ORACLE SYS CORP   2025-05-29 2025-12-01
5. ORACLE SYS CORP   2025-06-26 2025-12-01
5. ORACLE SYS CORP   2025-07-23 2025-12-01
9. META PLATFORMS INC CLASS A COMMON STOCK   2023-06-16 2025-12-02
1. META PLATFORMS INC CLASS A COMMON STOCK   2023-03-28 2025-12-02
24. DOORDASH INC REG SHS CL A   2025-06-27 2025-12-03
17. DOORDASH INC REG SHS CL A   2025-06-27 2025-12-04
23. PHILIP MORRIS INTL INC   2025-06-27 2025-12-04
7. META PLATFORMS INC CLASS A COMMON STOCK   2023-03-28 2025-12-05
100. INVESCO QQQ TR SER 1   2024-03-14 2025-12-08
30. NETFLIX.COM INC COM   2024-01-25 2025-12-08
15. PHILIP MORRIS INTL INC   2025-06-27 2025-12-10
5. PHILIP MORRIS INTL INC   2025-06-27 2025-12-10
4. PHILIP MORRIS INTL INC   2025-06-27 2025-12-10
17. DOORDASH INC REG SHS CL A   2025-06-27 2025-12-11
5. NVIDIA CORP COM   2025-11-12 2025-12-11
13. PALO ALTO NETWORKS INC COM   2022-10-10 2025-12-11
25. PALO ALTO NETWORKS INC COM   2022-07-12 2025-12-11
80. UBER TECHNOLOGIES INC   2022-07-18 2025-12-11
1. ORACLE SYS CORP   2025-08-01 2025-12-12
5. ORACLE SYS CORP   2025-08-22 2025-12-12
13. ORACLE SYS CORP   2025-09-11 2025-12-12
57. NETFLIX.COM INC COM   2024-01-25 2025-12-16
16. ORACLE SYS CORP   2025-09-11 2025-12-16
5. ORACLE SYS CORP   2025-09-12 2025-12-16
206. AT&T INC   2023-07-14 2025-12-17
44. AT&T INC   2023-07-18 2025-12-17
2. CARVANA CO CL A   2025-08-05 2025-12-17
41. CHENIERE ENERGY   2025-06-27 2025-12-17
28. DOORDASH INC REG SHS CL A   2025-06-27 2025-12-17
24. FORTINET INC   2024-07-22 2025-12-17
38. FOX CORP REG SHS CL A   2025-04-02 2025-12-17
76. HOLOGIC INC   2025-08-28 2025-12-17
31. IQVIA HLDGS INC   2025-06-09 2025-12-17
20. KIMBERLY CLARK CORP COM   2023-05-12 2025-12-17
13. MICROSOFT CORPORATION   2011-09-19 2025-12-17
31. NEWMONT MINING CORP   2025-07-01 2025-12-17
13. ORACLE SYS CORP   2025-09-12 2025-12-17
13. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-09 2025-12-17
34. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-17
37. TJX COMPANIES INCORPORATED NEW   2025-05-19 2025-12-17
30. US FOODS HLDG CORP SHS   2025-07-22 2025-12-17
4. ACCENTURE PLC SHS   2025-04-08 2025-12-17
12. ACCENTURE PLC SHS   2017-10-10 2025-12-17
143. JOHNSON CONTROLS INTER   2025-05-19 2025-12-17
53. NETFLIX.COM INC COM   2024-01-25 2025-12-18
45. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-18
24. SEA LTD   2025-07-31 2025-12-18
14. SEA LTD   2025-08-21 2025-12-18
28. TRANSDIGM GROUP INC COM   2025-06-27 2025-12-18
13. ORACLE SYS CORP   2025-09-12 2025-12-19
13. ORACLE SYS CORP   2025-10-24 2025-12-19
6775. ISHARES PREFERRED & INCOME SECURITIES ETF   2023-01-25 2025-12-22
1000. ISHARES PREFERRED & INCOME SECURITIES ETF   2024-10-11 2025-12-22
50. ROBLOX CORP REG SHS CL A   2025-10-29 2025-12-22
43. UBER TECHNOLOGIES INC   2022-07-18 2025-12-22
600. VANGUARD SHORT-TERM CORPORATE BOND   2021-02-03 2025-12-22
500. VANGUARD SHORT-TERM CORPORATE BOND   2020-11-20 2025-12-22
4170. VANGUARD SHORT-TERM CORPORATE BOND   2020-10-13 2025-12-22
650. VANGUARD SHORT-TERM CORPORATE BOND   2023-01-25 2025-12-22
12. MICROSOFT CORPORATION   2025-07-15 2025-12-23
12. MICROSOFT CORPORATION   2025-07-15 2025-12-24
9. ABBOTT LABORATORIES   2021-05-26 2025-12-30
35. ABBOTT LABORATORIES   2025-06-05 2025-12-30
19. LAM RESH CORP   2019-01-22 2025-12-30
21. MARSH & MCLENNAN COS INC   2012-10-12 2025-12-30
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2011-09-06 2025-12-30
12. EATON CORP PLC   2025-03-25 2025-12-30
4. EATON CORP PLC   2025-03-25 2025-12-31
14. EATON CORP PLC   2025-03-26 2025-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 2,163   2,018 145
b 13,402   14,349 -947
c 5,291   3,970 1,321
d 907   675 232
e 3,175   2,337 838
3,023   2,183 840
1,361   975 386
605   433 172
2,742   2,590 152
2,663   1,900 763
1,543   1,439 104
2,645   2,311 334
3,086   2,665 421
3,307   2,526 781
1,652   1,254 398
661   380 281
2,586   3,035 -449
4,053   3,512 541
471   365 106
1,286   1,624 -338
11,577   13,272 -1,695
3,216   3,601 -385
23,540   18,543 4,997
1,664   1,476 188
30,709   24,330 6,379
6,361   4,583 1,778
12,722   7,922 4,800
531   379 152
2,168   2,414 -246
2,926   3,229 -303
3,577   3,947 -370
849   848 1
2,123   1,199 924
1,901   1,112 789
988   1,024 -36
3,481   3,665 -184
1,048   1,190 -142
1,648   1,329 319
1,797   1,443 354
10,934   8,198 2,736
7,938   4,657 3,281
3,295   1,820 1,475
763   612 151
490   385 105
5,251   4,658 593
22,582   25,741 -3,159
3,345   3,333 12
872   966 -94
3,313   3,601 -288
7,323   7,719 -396
4,373   4,962 -589
5,344   5,912 -568
3,077   3,276 -199
29,960   9,873 20,087
1,815   1,332 483
3,909   5,272 -1,363
2,025   1,794 231
6,202   5,452 750
14,808   12,772 2,036
1,013   814 199
5,869   4,553 1,316
2,824   3,316 -492
5,865   5,824 41
6,899   4,145 2,754
998   837 161
3,106   2,601 505
1,109   927 182
9,369   3,988 5,381
2,817   3,560 -743
1,408   1,730 -322
3,581   1,519 2,062
31,721   52,156 -20,435
2,720   252 2,468
1,756   1,952 -196
1,317   718 599
1,141   610 531
656   483 173
1,311   931 380
1,311   865 446
1,117   891 226
1,587   1,233 354
588   452 136
5,939   5,783 156
8,462   11,040 -2,578
2,044   2,651 -607
856   1,103 -247
7,312   8,423 -1,111
2,323   1,877 446
3,287   2,646 641
1,211   933 278
881   504 377
440   478 -38
1,451   1,310 141
1,806   1,753 53
1,917   1,113 804
476   517 -41
1,234   1,371 -137
3,632   3,993 -361
411   444 -33
5,246   4,111 1,135
37   44 -7
2,986   2,017 969
4,976   3,048 1,928
3,824   1,555 2,269
13   12 1
394   242 152
422   227 195
985   505 480
2,507   1,973 534
912   723 189
3,253   3,262 -9
2,275   2,560 -285
2,766   2,165 601
524   417 107
1,836   1,409 427
9,826   8,689 1,137
504   512 -8
2,068   2,089 -21
4,912   5,042 -130
2,324   2,390 -66
2,789   2,773 16
1,549   1,470 79
155   65 90
3,572   4,945 -1,373
3,409   5,281 -1,872
213   326 -113
2,514   2,899 -385
1,077   80 997
1,282   2,291 -1,009
2,106   3,085 -979
1,282   1,648 -366
1,373   1,655 -282
632   978 -346
1,159   1,662 -503
1,382   1,655 -273
1,213   1,253 -40
2,773   1,744 1,029
2,354   2,285 69
1,692   1,263 429
2,961   1,319 1,642
98   43 55
1,121   1,374 -253
336   312 24
2,129   1,412 717
75,448   56,711 18,737
125,746   32,550 93,196
38,604   24,473 14,131
115,813   59,640 56,173
2,201   2,818 -617
3,923   4,981 -1,058
767   846 -79
1,476   1,552 -76
439   383 56
1,318   1,144 174
3,123   2,017 1,106
1,722   2,362 -640
6,948   5,771 1,177
1,765   1,382 383
1,642   1,570 72
1,642   1,546 96
3,300   2,545 755
2,715   1,728 987
14,827   9,425 5,402
1,543   1,337 206
3,241   2,492 749
1,130   1,293 -163
1,672   716 956
2,995   2,786 209
19,471   24,105 -4,634
2,842   1,814 1,028
2,953   1,858 1,095
2,772   1,727 1,045
543   391 152
2,987   1,180 1,807
1,465   1,963 -498
1,839   1,770 69
167   135 32
4,553   6,282 -1,729
76   44 32
1,061   619 442
1,212   659 553
2,955   1,595 1,360
1,574   1,488 86
107   152 -45
800   1,135 -335
107   151 -44
427   561 -134
1,867   2,439 -572
2,965   512 2,453
2,120   4,037 -1,917
1,817   3,401 -1,584
1,515   2,717 -1,202
1,514   2,428 -914
7,352   5,710 1,642
2,332   976 1,356
1,088   437 651
3,574   2,271 1,303
9,796   3,915 5,881
8,109   6,617 1,492
5,627   4,554 1,073
8,133   7,807 326
1,369   1,219 150
1,864   968 896
763   754 9
1,581   2,447 -866
600   570 30
4,425   3,567 858
1,349   1,039 310
7,981   6,475 1,506
5,865   4,186 1,679
921   722 199
614   473 141
490   531 -41
1,958   2,119 -161
1,968   2,082 -114
2,548   2,649 -101
680   722 -42
7,848   3,805 4,043
1,518   1,411 107
624   514 110
802   604 198
1,070   803 267
675   664 11
1,796   633 1,163
2,906   2,627 279
1,162   1,301 -139
581   622 -41
724   866 -142
2,682   2,335 347
2,029   1,167 862
858   463 395
543   605 -62
634   581 53
100,000   63,994 36,006
369   510 -141
123   167 -44
1,014   1,749 -735
1,950   2,063 -113
1,310   1,385 -75
2,458   1,387 1,071
10,522   7,267 3,255
1,589   1,810 -221
1,322   959 363
2,373   2,451 -78
954   1,007 -53
3,123   2,687 436
6,230   4,987 1,243
1,931   2,164 -233
893   1,270 -377
924   880 44
1,087   1,020 67
1,303   835 468
1,806   1,613 193
1,443   1,251 192
722   710 12
1,879   1,390 489
4,799   4,161 638
2,043   1,699 344
1,753   2,226 -473
4,888   2,532 2,356
644   589 55
790   836 -46
17,618   466 17,152
1,237   1,040 197
122   164 -42
1,153   1,498 -345
3,776   3,393 383
1,091   776 315
182   80 102
644   413 231
1,535   1,547 -12
1,716   1,788 -72
3,997   3,007 990
1,888   1,209 679
2,113   3,434 -1,321
531   724 -193
2,084   1,988 96
1,842   1,330 512
746   738 8
7,064   5,441 1,623
1,559   1,643 -84
1,718   1,680 38
624   675 -51
484   654 -170
775   1,039 -264
1,612   1,459 153
1,530   1,572 -42
5,039   4,530 509
1,100   1,516 -416
1,101   1,110 -9
688   592 96
985   1,120 -135
4,772   4,666 106
1,178   1,471 -293
414   516 -102
800   660 140
4,272   3,312 960
999   1,023 -24
2,106   1,972 134
1,203   1,677 -474
219   305 -86
2,185   2,175 10
1,054   1,067 -13
2,999   2,331 668
2,059   1,250 809
422   243 179
2,368   2,459 -91
6,349   3,706 2,643
1,525   2,197 -672
1,864   2,606 -742
678   941 -263
3,234   3,206 28
647   103 544
2,789   1,361 1,428
774   1,223 -449
387   544 -157
12,380   15,713 -3,333
25,147   20,526 4,621
15,475   12,535 2,940
5,804   4,709 1,095
15,125   1,807 13,318
3,316   2,625 691
9,285   7,094 2,191
9,223   7,094 2,129
3,025   2,025 1,000
102,134   25,737 76,397
1,195   1,647 -452
28,203   28,290 -87
14,577   14,030 547
19,542   18,763 779
6,728   3,069 3,659
21,530   7,008 14,522
26,912   6,304 20,608
42,790   7,917 34,873
75,993   25,523 50,470
14,666   9,255 5,411
18,243   15,228 3,015
5,365   3,881 1,484
5,902   4,224 1,678
9,658   6,211 3,447
14,487   6,819 7,668
12,779   13,330 -551
27,955   27,443 512
21,003   18,142 2,861
36,213   29,890 6,323
2,496   2,039 457
7,071   5,510 1,561
8,734   5,443 3,291
57,814   29,736 28,078
22,262   10,763 11,499
24,881   11,929 12,952
3,929   1,853 2,076
1,310   617 693
42,309   1,043 41,266
5,424   4,531 893
9,336   7,294 2,042
78,687   40,071 38,616
3,039   2,679 360
44,160   18,761 25,399
4,862   2,029 2,833
18,029   7,313 10,716
14,684   10,661 4,023
4,518   2,502 2,016
13,931   7,480 6,451
18,072   8,919 9,153
15,813   7,333 8,480
18,449   8,384 10,065
15,813   6,960 8,853
7,867   11,110 -3,243
12,587   15,634 -3,047
12,730   14,696 -1,966
5,095   3,799 1,296
10,189   7,529 2,660
65,210   6,724 58,486
209   190 19
70   61 9
5,639   3,965 1,674
24,993   6,902 18,091
14,542   14,579 -37
16,680   15,601 1,079
15,540   14,444 1,096
1,925   1,612 313
19,065   15,224 3,841
1,467   1,095 372
68,653   17,092 51,561
3,658   3,300 358
17,029   13,254 3,775
22,580   15,804 6,776
19,174   12,868 6,306
13,119   8,443 4,676
349   214 135
63,472   3,917 59,555
6,277   381 5,896
18,128   13,985 4,143
16,833   12,941 3,892
21,581   15,231 6,350
10,885   6,329 4,556
12,350   7,132 5,218
16,222   8,705 7,517
22,502   11,820 10,682
11,460   5,921 5,539
11,652   11,884 -232
34,955   29,765 5,190
46   5 41
8,819   932 7,887
3,322   2,534 788
9,965   5,404 4,561
2,142   2,091 51
306   296 10
7,954   523 7,431
2,199   116 2,083
539   253 286
3,773   1,711 2,062
3,057   411 2,646
2,175   1,661 514
1,903   1,380 523
3,398   2,438 960
680   476 204
5,769   5,273 496
1,675   1,697 -22
820   632 188
820   586 234
2,887   2,999 -112
2,717   2,299 418
2,717   1,570 1,147
18,246   9,923 8,323
2,893   1,432 1,461
1,435   1,920 -485
2,183   2,856 -673
811   1,043 -232
2,749   3,417 -668
851   969 -118
579   434 145
8,394   5,971 2,423
4,052   1,851 2,201
289   129 160
2,549   2,705 -156
1,020   1,057 -37
16,783   14,346 2,437
1,037   987 50
2,911   2,994 -83
4,174   3,536 638
8,138   7,501 637
2,601   2,248 353
716   909 -193
3,990   4,193 -203
3,069   3,168 -99
4,068   3,081 987
3,360   2,432 928
1,489   1,471 18
1,665   1,600 65
263   233 30
438   444 -6
6,460   6,333 127
3,534   211 3,323
4,595   487 4,108
2,673   1,222 1,451
2,048   210 1,838
789   84 705
5,201   552 4,649
4,090   420 3,670
11,094   11,201 -107
3,671   1,711 1,960
4,640   275 4,365
1,891   1,948 -57
1,891   2,109 -218
3,925   3,920 5
3,266   3,167 99
6,247   381 5,866
34,598   42,687 -8,089
3,135   3,044 91
3,828   233 3,595
3,122   3,150 -28
8,819   8,972 -153
12,019   14,848 -2,829
2,989   2,879 110
3,123   190 2,933
23,583   23,620 -37
6,145   6,693 -548
4,302   4,685 -383
4,721   4,690 31
4,192   254 3,938
3,179   3,081 98
6,535   3,452 3,083
6,325   5,398 927
4,812   4,974 -162
2,186   2,597 -411
1,145   1,346 -201
4,713   2,106 2,607
989   1,284 -295
176   173 3
1,321   812 509
4,227   2,587 1,640
4,437   4,786 -349
1,551   1,586 -35
13,182   12,710 472
7,754   6,994 760
2,378   2,677 -299
1,909   1,562 347
1,909   1,398 511
2,538   2,535 3
1,184   617 567
4,737   2,342 2,395
5,376   6,214 -838
5,885   2,927 2,958
14,154   16,062 -1,908
8,285   4,098 4,187
4,688   4,891 -203
2,092   2,330 -238
5,357   5,331 26
3,278   3,480 -202
2,802   3,635 -833
857   1,008 -151
2,126   1,793 333
1,417   1,015 402
3,376   3,797 -421
4,597   4,705 -108
4,888   5,380 -492
4,818   4,413 405
2,836   2,031 805
2,414   2,051 363
3,554   2,448 1,106
15,827   18,871 -3,044
1,301   1,517 -216
4,336   4,798 -462
760   784 -24
2,280   2,321 -41
2,114   2,828 -714
4,650   5,210 -560
5,919   6,546 -627
3,582   2,668 914
1,893   4,464 -2,571
237   607 -370
3,482   3,287 195
12,447   13,682 -1,235
2,558   1,441 1,117
2,345   171 2,174
17,394   8,800 8,594
23,431   27,962 -4,531
12,224   888 11,336
214   13 201
3,380   211 3,169
2,732   169 2,563
5,049   317 4,732
13,316   13,114 202
3,911   3,793 118
4,929   6,133 -1,204
1,061   974 87
1,414   485 929
3,182   986 2,196
4,632   723 3,909
1,066   143 923
960   126 834
2,947   4,466 -1,519
1,228   1,701 -473
737   953 -216
2,702   3,119 -417
1,238   585 653
2,477   1,122 1,355
8,910   8,776 134
3,087   190 2,897
21,391   23,206 -1,815
1,426   1,509 -83
2,139   2,245 -106
3,631   1,683 1,948
384   446 -62
3,250   3,178 72
2,413   1,122 1,291
442   505 -63
3,647   4,035 -388
221   233 -12
1,868   2,485 -617
2,803   3,678 -875
1,573   2,050 -477
3,247   155 3,092
1,753   210 1,543
4,014   1,971 2,043
13,383   6,672 6,711
4,130   3,402 728
1,052   1,101 -49
1,285   1,334 -49
467   394 73
3,783   4,333 -550
4,798   2,910 1,888
1,138   1,677 -539
9,549   9,018 531
7,725   7,949 -224
949   1,328 -379
949   1,270 -321
5,219   6,495 -1,276
3,606   4,323 -717
3,274   3,314 -40
4,419   2,777 1,642
4,822   2,244 2,578
4,215   237 3,978
4,621   263 4,358
12,996   15,983 -2,987
7,138   408 6,730
6,733   4,165 2,568
3,608   1,683 1,925
1,025   1,222 -197
4,993   4,370 623
7,461   3,378 4,083
1,409   862 547
9,332   5,452 3,880
1,340   1,320 20
318   270 48
6,565   5,550 1,015
6,315   3,046 3,269
181   228 -47
1,988   2,278 -290
2,530   2,629 -99
2,536   1,960 576
9,619   7,338 2,281
1,228   1,208 20
2,017   2,063 -46
974   491 483
972   823 149
1,250   1,232 18
1,765   1,764 1
2,759   1,800 959
570   558 12
577   473 104
865   702 163
1,492   1,589 -97
497   507 -10
2,278   2,082 196
1,816   2,062 -246
819   688 131
1,483   1,599 -116
2,077   1,605 472
1,227   1,062 165
962   422 540
616   628 -12
2,544   2,487 57
1,690   1,733 -43
2,827   1,137 1,690
953   996 -43
3,603   1,607 1,996
1,547   2,332 -785
348   254 94
174   116 58
648   516 132
1,607   1,592 15
229   126 103
3,773   1,993 1,780
3,072   2,922 150
909   1,204 -295
1,184   1,083 101
648   649 -1
2,512   2,615 -103
6,279   1,283 4,996
568   462 106
4,399   1,810 2,589
516   536 -20
929   689 240
1,444   1,300 144
255   208 47
1,175   835 340
2,223   2,129 94
1,297   926 371
710   951 -241
995   1,047 -52
2,298   1,589 709
829   881 -52
377   380 -3
1,723   2,041 -318
89   103 -14
89   103 -14
1,293   638 655
535   418 117
129   103 26
1,553   405 1,148
1,876   1,816 60
171   163 8
1,242   691 551
574   544 30
1,581   1,767 -186
1,483   1,581 -98
551   498 53
1,360   1,314 46
340   272 68
1,371   1,080 291
697   675 22
615   739 -124
622   591 31
1,365   1,315 50
1,886   1,302 584
1,135   1,120 15
646   619 27
759   457 302
448   518 -70
214   247 -33
701   793 -92
4,853   3,096 1,757
426   241 185
833   777 56
232   186 46
929   584 345
1,628   1,245 383
1,950   2,286 -336
130   138 -8
1,532   1,450 82
1,106   1,007 99
2,186   132 2,054
3,278   194 3,084
8,380   10,016 -1,636
6,931   3,266 3,665
12,568   7,019 5,549
5,760   8,823 -3,063
10,757   8,254 2,503
11,675   3,274 8,401
2,297   2,071 226
4,882   3,765 1,117
7,933   9,216 -1,283
5,157   310 4,847
2,178   1,388 790
1,452   612 840
5,072   4,995 77
9,791   10,077 -286
7,839   3,927 3,912
3,318   1,683 1,635
4,781   5,086 -305
3,642   207 3,435
1,591   1,591  
3,627   207 3,420
11,684   11,921 -237
2,636   1,225 1,411
4,730   4,064 666
1,428   1,522 -94
2,380   670 1,710
3,332   882 2,450
10,841   4,011 6,830
6,496   2,695 3,801
4,466   1,812 2,654
3,878   2,057 1,821
5,217   2,450 2,767
716   1,892 -1,176
3,451   6,355 -2,904
2,100   1,881 219
3,311   1,683 1,628
3,311   1,675 1,636
3,636   2,836 800
6,201   4,117 2,084
2,011   2,508 -497
411   373 38
6,158   5,283 875
821   637 184
3,336   2,688 648
5,101   6,539 -1,438
3,224   610 2,614
3,720   686 3,034
6,934   3,369 3,565
5,043   2,291 2,752
3,667   4,282 -615
715   678 37
3,140   1,432 1,708
3,540   4,939 -1,399
2,315   4,016 -1,701
5,260   4,943 317
5,170   6,183 -1,013
1,838   859 979
21,444   9,909 11,535
2,214   4,784 -2,570
1,107   2,008 -901
2,435   3,622 -1,187
2,258   5,653 -3,395
1,129   2,442 -1,313
1,129   2,081 -952
226   393 -167
1,849   2,152 -303
2,440   2,326 114
3,686   1,826 1,860
5,455   288 5,167
4,445   241 4,204
1,701   1,411 290
581   139 442
2,595   1,285 1,310
562   471 91
562   379 183
209   50 159
3,608   1,699 1,909
9,037   1,931 7,106
2,810   3,567 -757
4,068   4,663 -595
6,986   1,917 5,069
3,179   4,043 -864
4,398   246 4,152
1,885   1,760 125
1,137   900 237
5,086   3,687 1,399
12,735   5,662 7,073
3,533   6,954 -3,421
2,767   2,739 28
2,692   2,389 303
13,351   11,493 1,858
4,389   4,773 -384
488   504 -16
8,212   7,993 219
1,421   1,105 316
6,217   4,741 1,476
710   509 201
3,958   3,521 437
11,875   10,001 1,874
2,021   6,249 -4,228
1,010   2,741 -1,731
1,010   2,379 -1,369
5,780   2,548 3,232
642   200 442
5,223   5,707 -484
3,706   4,043 -337
3,444   4,125 -681
4,650   1,397 3,253
62,295   43,855 18,440
2,913   1,675 1,238
2,234   2,690 -456
745   897 -152
596   717 -121
3,724   4,043 -319
901   964 -63
2,479   1,068 1,411
4,768   1,985 2,783
6,711   1,826 4,885
197   453 -256
984   1,967 -983
2,558   4,281 -1,723
5,367   3,183 2,184
2,999   5,269 -2,270
937   1,527 -590
5,026   2,975 2,051
1,074   605 469
919   731 188
7,785   9,855 -2,070
6,296   6,659 -363
1,920   1,405 515
2,709   2,166 543
5,708   5,044 664
6,896   4,773 2,123
2,065   2,883 -818
6,187   349 5,838
3,051   1,825 1,226
2,357   3,971 -1,614
1,038   872 166
2,714   2,255 459
5,757   4,996 761
2,317   2,518 -201
1,105   1,134 -29
3,316   1,651 1,665
16,647   14,021 2,626
5,036   2,959 2,077
3,633   2,985 648
2,892   4,573 -1,681
1,687   2,498 -811
35,102   39,284 -4,182
2,517   3,971 -1,454
2,517   3,712 -1,195
211,346   224,828 -13,482
31,195   33,061 -1,866
4,115   6,648 -2,533
3,507   981 2,526
47,738   49,842 -2,104
39,781   41,486 -1,705
331,777   345,801 -14,024
51,716   49,620 2,096
5,825   6,052 -227
5,829   6,052 -223
1,129   1,055 74
4,389   5,048 -659
3,322   265 3,057
3,933   722 3,211
37   7 30
3,852   3,596 256
1,278   1,199 79
4,473   4,106 367
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      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
      56,883
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       145
b       -947
c       1,321
d       232
e       838
      840
      386
      172
      152
      763
      104
      334
      421
      781
      398
      281
      -449
      541
      106
      -338
      -1,695
      -385
      4,997
      188
      6,379
      1,778
      4,800
      152
      -246
      -303
      -370
      1
      924
      789
      -36
      -184
      -142
      319
      354
      2,736
      3,281
      1,475
      151
      105
      593
      -3,159
      12
      -94
      -288
      -396
      -589
      -568
      -199
      20,087
      483
      -1,363
      231
      750
      2,036
      199
      1,316
      -492
      41
      2,754
      161
      505
      182
      5,381
      -743
      -322
      2,062
      -20,435
      2,468
      -196
      599
      531
      173
      380
      446
      226
      354
      136
      156
      -2,578
      -607
      -247
      -1,111
      446
      641
      278
      377
      -38
      141
      53
      804
      -41
      -137
      -361
      -33
      1,135
      -7
      969
      1,928
      2,269
      1
      152
      195
      480
      534
      189
      -9
      -285
      601
      107
      427
      1,137
      -8
      -21
      -130
      -66
      16
      79
      90
      -1,373
      -1,872
      -113
      -385
      997
      -1,009
      -979
      -366
      -282
      -346
      -503
      -273
      -40
      1,029
      69
      429
      1,642
      55
      -253
      24
      717
      18,737
      93,196
      14,131
      56,173
      -617
      -1,058
      -79
      -76
      56
      174
      1,106
      -640
      1,177
      383
      72
      96
      755
      987
      5,402
      206
      749
      -163
      956
      209
      -4,634
      1,028
      1,095
      1,045
      152
      1,807
      -498
      69
      32
      -1,729
      32
      442
      553
      1,360
      86
      -45
      -335
      -44
      -134
      -572
      2,453
      -1,917
      -1,584
      -1,202
      -914
      1,642
      1,356
      651
      1,303
      5,881
      1,492
      1,073
      326
      150
      896
      9
      -866
      30
      858
      310
      1,506
      1,679
      199
      141
      -41
      -161
      -114
      -101
      -42
      4,043
      107
      110
      198
      267
      11
      1,163
      279
      -139
      -41
      -142
      347
      862
      395
      -62
      53
      36,006
      -141
      -44
      -735
      -113
      -75
      1,071
      3,255
      -221
      363
      -78
      -53
      436
      1,243
      -233
      -377
      44
      67
      468
      193
      192
      12
      489
      638
      344
      -473
      2,356
      55
      -46
      17,152
      197
      -42
      -345
      383
      315
      102
      231
      -12
      -72
      990
      679
      -1,321
      -193
      96
      512
      8
      1,623
      -84
      38
      -51
      -170
      -264
      153
      -42
      509
      -416
      -9
      96
      -135
      106
      -293
      -102
      140
      960
      -24
      134
      -474
      -86
      10
      -13
      668
      809
      179
      -91
      2,643
      -672
      -742
      -263
      28
      544
      1,428
      -449
      -157
      -3,333
      4,621
      2,940
      1,095
      13,318
      691
      2,191
      2,129
      1,000
      76,397
      -452
      -87
      547
      779
      3,659
      14,522
      20,608
      34,873
      50,470
      5,411
      3,015
      1,484
      1,678
      3,447
      7,668
      -551
      512
      2,861
      6,323
      457
      1,561
      3,291
      28,078
      11,499
      12,952
      2,076
      693
      41,266
      893
      2,042
      38,616
      360
      25,399
      2,833
      10,716
      4,023
      2,016
      6,451
      9,153
      8,480
      10,065
      8,853
      -3,243
      -3,047
      -1,966
      1,296
      2,660
      58,486
      19
      9
      1,674
      18,091
      -37
      1,079
      1,096
      313
      3,841
      372
      51,561
      358
      3,775
      6,776
      6,306
      4,676
      135
      59,555
      5,896
      4,143
      3,892
      6,350
      4,556
      5,218
      7,517
      10,682
      5,539
      -232
      5,190
      41
      7,887
      788
      4,561
      51
      10
      7,431
      2,083
      286
      2,062
      2,646
      514
      523
      960
      204
      496
      -22
      188
      234
      -112
      418
      1,147
      8,323
      1,461
      -485
      -673
      -232
      -668
      -118
      145
      2,423
      2,201
      160
      -156
      -37
      2,437
      50
      -83
      638
      637
      353
      -193
      -203
      -99
      987
      928
      18
      65
      30
      -6
      127
      3,323
      4,108
      1,451
      1,838
      705
      4,649
      3,670
      -107
      1,960
      4,365
      -57
      -218
      5
      99
      5,866
      -8,089
      91
      3,595
      -28
      -153
      -2,829
      110
      2,933
      -37
      -548
      -383
      31
      3,938
      98
      3,083
      927
      -162
      -411
      -201
      2,607
      -295
      3
      509
      1,640
      -349
      -35
      472
      760
      -299
      347
      511
      3
      567
      2,395
      -838
      2,958
      -1,908
      4,187
      -203
      -238
      26
      -202
      -833
      -151
      333
      402
      -421
      -108
      -492
      405
      805
      363
      1,106
      -3,044
      -216
      -462
      -24
      -41
      -714
      -560
      -627
      914
      -2,571
      -370
      195
      -1,235
      1,117
      2,174
      8,594
      -4,531
      11,336
      201
      3,169
      2,563
      4,732
      202
      118
      -1,204
      87
      929
      2,196
      3,909
      923
      834
      -1,519
      -473
      -216
      -417
      653
      1,355
      134
      2,897
      -1,815
      -83
      -106
      1,948
      -62
      72
      1,291
      -63
      -388
      -12
      -617
      -875
      -477
      3,092
      1,543
      2,043
      6,711
      728
      -49
      -49
      73
      -550
      1,888
      -539
      531
      -224
      -379
      -321
      -1,276
      -717
      -40
      1,642
      2,578
      3,978
      4,358
      -2,987
      6,730
      2,568
      1,925
      -197
      623
      4,083
      547
      3,880
      20
      48
      1,015
      3,269
      -47
      -290
      -99
      576
      2,281
      20
      -46
      483
      149
      18
      1
      959
      12
      104
      163
      -97
      -10
      196
      -246
      131
      -116
      472
      165
      540
      -12
      57
      -43
      1,690
      -43
      1,996
      -785
      94
      58
      132
      15
      103
      1,780
      150
      -295
      101
      -1
      -103
      4,996
      106
      2,589
      -20
      240
      144
      47
      340
      94
      371
      -241
      -52
      709
      -52
      -3
      -318
      -14
      -14
      655
      117
      26
      1,148
      60
      8
      551
      30
      -186
      -98
      53
      46
      68
      291
      22
      -124
      31
      50
      584
      15
      27
      302
      -70
      -33
      -92
      1,757
      185
      56
      46
      345
      383
      -336
      -8
      82
      99
      2,054
      3,084
      -1,636
      3,665
      5,549
      -3,063
      2,503
      8,401
      226
      1,117
      -1,283
      4,847
      790
      840
      77
      -286
      3,912
      1,635
      -305
      3,435
       
      3,420
      -237
      1,411
      666
      -94
      1,710
      2,450
      6,830
      3,801
      2,654
      1,821
      2,767
      -1,176
      -2,904
      219
      1,628
      1,636
      800
      2,084
      -497
      38
      875
      184
      648
      -1,438
      2,614
      3,034
      3,565
      2,752
      -615
      37
      1,708
      -1,399
      -1,701
      317
      -1,013
      979
      11,535
      -2,570
      -901
      -1,187
      -3,395
      -1,313
      -952
      -167
      -303
      114
      1,860
      5,167
      4,204
      290
      442
      1,310
      91
      183
      159
      1,909
      7,106
      -757
      -595
      5,069
      -864
      4,152
      125
      237
      1,399
      7,073
      -3,421
      28
      303
      1,858
      -384
      -16
      219
      316
      1,476
      201
      437
      1,874
      -4,228
      -1,731
      -1,369
      3,232
      442
      -484
      -337
      -681
      3,253
      18,440
      1,238
      -456
      -152
      -121
      -319
      -63
      1,411
      2,783
      4,885
      -256
      -983
      -1,723
      2,184
      -2,270
      -590
      2,051
      469
      188
      -2,070
      -363
      515
      543
      664
      2,123
      -818
      5,838
      1,226
      -1,614
      166
      459
      761
      -201
      -29
      1,665
      2,626
      2,077
      648
      -1,681
      -811
      -4,182
      -1,454
      -1,195
      -13,482
      -1,866
      -2,533
      2,526
      -2,104
      -1,705
      -14,024
      2,096
      -227
      -223
      74
      -659
      3,057
      3,211
      30
      256
      79
      367
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,495,298
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 24,163
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 24,163
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 24,163
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 27,272
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 27,272
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,109
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,109 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)
IL
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 ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
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
Thomas G Park Director
1
0    
c/o Bk of America 135 S LaSalle St
Chicago,IL60606
A C Buehler Director
1
0    
c/o Bk of America 135 S LaSalle St
Chicago,IL60606
Pamela Varner Director
1
0    
c/o Bk of America 135 S LaSalle St
Chicago,IL60606
BANK OF AMERICA N A AGENT FOR FIDUCIARY
1
85,708    
110 N Wacker
CHICAGO,IL60606
John H Buehler Director
1
0    
c/o Bk of America 135 S Lasalle St
Chicago,IL60606
Aurora Grosse Director
0
0    
c/o Bk of America 135 S Lasalle St
Chicago,IL60603
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
14,152,863
b
Average of monthly cash balances.......................
1b
221,382
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,374,245
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
14,374,245
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
215,614
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,158,631
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
707,932
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
707,932
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
24,163
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,163
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
683,769
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
683,769
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
683,769
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
1,202,241
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
1,202,241
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 7 683,769
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...... 1,071,742
b From 2021...... 359,485
c From 2022...... 548,774
d From 2023...... 201,992
e From 2024...... 368,085
f Total of lines 3a through e ........ 2,550,078
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,202,241
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..... 683,769
e Remaining amount distributed out of corpus 518,472
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 3,068,550
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) ...
1,071,742
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
1,996,808
10 Analysis of line 9:
a Excess from 2021 .... 359,485
b Excess from 2022 .... 548,774
c Excess from 2023 .... 201,992
d Excess from 2024 .... 368,085
e Excess from 2025 .... 518,472
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

LITERACY CONNECTS

200 E YAVAPAI ROAD
TUSCON,AZ85705
N/A   UNRESTRICTED GENERAL 50,000

HUNGER RESOURCE NETWORK

3025 WALTERS AVENUE A
NORTHBROOK,IL60062
N/A   UNRESTRICTED GENERAL 10,000

DEPAUW UNIVERSITY

204 E SEMINARY STREET
GREENCASTLE,IN43135
N/A   UNRESTRICTED GENERAL 250,000

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL60202
N/A   UNRESTRICTED GENERAL 250,000

KENILWORTH UNION CHURCH

211 KENILWORTH AVENUE
KENILWORTH,IL60043
N/A   UNRESTRICTED GENERAL 200,000

CHICAGO BOTANIC GARDEN

1000 LAKE COOK ROAD
GLENCOE,IL60022
N/A   UNRESTRICTED GENERAL 110,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632
N/A   UNRESTRICTED GENERAL 20,000

LYRIC OPERA OF CHICAGO

20 N WACKER DRIVE
CHICAGO,IL60606
N/A   UNRESTRICTED GENERAL 25,000

NORTHFIELD TOWNSHIP FOOD PANTRY

2550 WAUKEGAN ROAD
GLENVIEW,IL600251777
N/A   UNRESTRICTED GENERAL 10,000

MARY MOTHER OF GOD PARISH

1220 W CATALPA AVENUE
CHICAGO,IL60640
N/A   UNRESTRICTED GENERAL 50,000

EDU4LIFE aka POWER OVER PREDATORS

7320 N LA CHOLLA BLVD
TUSCON,AZ85741
N/A   UNRESTRICTED GENERAL 2,000

TUCSON MEDICAL CENTER FOUNDATION

5301 E GRANT ROAD
TUCSON,AZ85712
N/A   UNRESTRICTED GENERAL 106,000

SOUTHERN ARIZONA AIDS FOUNDATION

375 EUCLID AVENUE
TUSCON,AZ857196644
N/A   UNRESTRICTED GENERAL 72,000

THE VILLAGE PRESBYTERIAN CHURCH

1300 SHERMER ROAD
NORTHBROOK,IL60026
N/A   UNRESTRICTED GENERAL 10,000
Total ................................. 3a 1,165,000
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 ....     14 320,233  
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 1,495,298  
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) ..   1,815,531  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,815,531
(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:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 InvestmentsCorpStockSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Name of Stock End of Year Book Value End of Year Fair Market Value
053484101 AVALONBAY CMMUN INC 7,537 6,165
74340W103 PROLOGIS INC 7,436 7,915
74460D109 PUBLIC STORAGE $0.10 6,733 5,450
95040Q104 WELLTOWER INC 4,109 5,568
166764100 CHEVRON CORP 21,364 28,958
20825C104 CONOCOPHILLIPS 15,200 17,411
30231G102 EXXON MOBIL CORP 21,290 39,472
91913Y100 VALERO ENERGY CORP N 6,092 13,349
G54950103 LINDE PLC NEW 11,099 17,482
053611109 AVERY DENNISON CORP 6,765 9,094
695156109 PACKAGING CORP AMERI 5,367 8,662
G29183103 EATON CORP PLC 5,305 5,733
G8994E103 TRANE TECHNOLOGIES P 2,281 15,179
053015103 AUTOMATIC DATA PROC 7,266 17,234
126408103 CSX CORP 10,937 12,180
231021106 CUMMINS INC 4,807 15,314
291011104 EMERSON ELEC CO 8,293 8,361
369550108 GENL DYNAMICS CORP 17,014 21,883
438516106 HONEYWELL INTL INC D 3,182 15,412
452308109 ILLINOIS TOOL WORKS 14,338 14,285
666807102 NORTHROP GRUMMAN COR 11,514 18,817
701094104 PARKER HANNIFIN CORP 1,651 35,158
907818108 UNION PACIFIC CORP 8,803 18,737
94106L109 WASTE MANAGEMENT INC 5,947 17,577
278642103 EBAY INC 6,928 11,236
437076102 HOME DEPOT INC 1,450 25,808
580135101 MCDONALDS CORP 10,777 26,284
872540109 TJX COS INC NEW 12,410 19,508
02209S103 ALTRIA GROUP INC 18,969 18,509
191216100 COCA COLA COM 16,410 20,484
609207105 MONDELEZ INTERNATION 14,193 14,426
713448108 PEPSICO INC 6,410 9,616
718172109 PHILIP MORRIS INTL I 7,288 6,095
742718109 PROCTER & GAMBLE CO 20,902 34,538
931142103 WALMART INC 12,102 42,113
G5960L103 MEDTRONIC PLC SHS 15,267 18,251
002824100 ABBOTT LABS 16,298 20,673
00287Y109 ABBVIE INC SHS 13,476 28,561
046353108 ASTRAZENECA PLC SPND 12,902 13,698
110122108 BRISTOL-MYERS SQUIBB 11,538 11,489
235851102 DANAHER CORP DEL 8,063 8,928
375558103 GILEAD SCIENCES INC 16,185 17,920
478160104 JOHNSON AND JOHNSON 27,156 61,050
58933Y105 MERCK AND CO INC SHS 9,599 19,578
91324P102 UNITEDHEALTH GROUP I 14,649 20,137
H1467J104 CHUBB LTD 14,018 35,582
025816109 AMER EXPRESS COMPANY 12,328 13,318
064058100 BANK NEW YORK MELLON 15,366 33,086
09290D101 BLACKROCK INC REG SH 3,137 21,407
12572Q105 CME GROUP INC 4,059 22,666
46625H100 JPMORGAN CHASE & CO 11,970 90,544
571748102 MARSH & MCLENNAN COS 2,852 15,398
617446448 MORGAN STANLEY 17,100 31,423
693475105 PNC FINCL SERVICES G 12,622 33,188
92826C839 VISA INC CL A SHRS 15,568 22,095
949746101 WELLS FARGO & CO 21,963 44,643
G1151C101 ACCENTURE PLC SHS 5,901 11,537
G87052109 TE CONNECTIVITY PLC 12,198 18,428
032654105 ANALOG DEVICES INC 18,105 35,798
11135F101 BROADCOM INC 1,749 33,572
17275R102 CISCO SYSTEMS INC 9,688 34,047
459200101 INTL BUSINESS MACHIN 13,193 32,583
482480100 KLA CORP 2,615 34,022
512807306 LAM RESH CORP 1,843 22,596
594918104 MICROSOFT CORP 2,225 42,075
747525103 QUALCOMM INC 7,384 7,526
79466L302 SALESFORCE INC 10,952 11,126
882508104 TEXAS INSTRUMENTS 1,367 7,807
00206R102 AT&T INC 16,810 26,976
02079K305 ALPHABET INC SHS 20,814 35,995
20030N101 COMCAST CORP NEW CL 19,033 21,371
254687106 DISNEY (WALT) CO COM 24,314 25,940
023608102 AMEREN CORP 5,529 9,686
025537101 AMN ELEC POWER CO 4,339 12,684
125896100 CMS ENERGY CORP 1,541 5,874
233331107 DTE ENERGY COMPANY 2,664 4,901
29364G103 ENTERGY CORP NEW 11,940 19,503
65339F101 NEXTERA ENERGY INC S 3,247 9,553
842587107 SOUTHERN COMPANY 14,111 17,614
92939U106 WEC ENERGY GROUP INC 2,803 8,648
G8994E103 TRANE TECHNOLOGIES P 10,662 13,622
15101Q207 CELESTICA INC 9,477 13,894
244199105 DEERE CO 15,332 13,967
36828A101 GE VERNOVA INC 49,109 50,325
369604301 GE AEROSPACE 38,969 44,356
74762E102 QUANTA SERVICES INC 6,960 17,727
75513E101 RTX CORP CORP 18,399 21,825
88579Y101 3M COMPANY 37,081 39,225
90353T100 UBER TECHNOLOGIES IN 2,396 8,580
01609W102 ALIBABA GROUP HOLDIN 21,608 27,557
023135106 AMAZON COM INC COM 5,554 99,253
053332102 AUTOZONE INC NEVADA 67,707 64,439
23331A109 D R HORTON INC 12,197 13,683
580135101 MCDONALDS CORP 14,970 15,893
58733R102 MERCADOLIBRE INC 56,773 44,314
88160R101 TESLA INC 96,908 128,620
191216100 COCA COLA COM 19,041 19,016
718172109 PHILIP MORRIS INTL I 38,739 34,646
931142103 WALMART INC 47,446 54,145
002824100 ABBOTT LABS 20,613 19,295
00287Y109 ABBVIE INC SHS 22,984 28,104
02043Q107 ALNYLAM PHARMACEUTIC 12,711 14,713
375558103 GILEAD SCIENCES INC 20,602 23,321
433000106 HIMS AND HERS HEALTH 13,314 8,377
457669307 INSMED INC 33,031 50,820
478160104 JOHNSON AND JOHNSON 30,356 33,526
532457108 ELI LILLY & CO 70,865 69,854
58155Q103 MCKESSON CORPORATION 18,276 29,530
632307104 NATERA INC SHS 29,727 37,571
084670702 BERKSHIRE HATHAWAYIN 18,724 19,101
38141G104 GOLDMAN SACHS GROUP 53,676 65,925
57636Q104 MASTERCARD INC 92,326 95,337
808513105 SCHWAB CHARLES CORP 19,284 21,481
83406F102 SOFI TECHNOLOGIES IN 23,080 26,206
92826C839 VISA INC CL A SHRS 825 13,678
007903107 ADVNCD MICRO D INC 33,782 28,697
032095101 AMPHENOL CORP CL A N 21,010 26,758
037833100 APPLE INC 193,506 252,286
03831W108 APPLOVIN CORP COM 19,256 33,017
11135F101 BROADCOM INC 40,936 164,744
146869102 CARVANA CO 23,014 27,431
171779309 CIENA CORP 14,819 17,540
18915M107 CLOUDFLARE INC REG S 28,268 26,812
22788C105 CROWDSTRIKE HLDGS IN 20,567 19,219
459200101 INTL BUSINESS MACHIN 47,603 48,282
461202103 INTUIT INC 28,124 23,847
594918104 MICROSOFT CORP 281,230 324,509
67066G104 NVIDIA 57,767 439,954
68389X105 ORACLE CORP $0.01 41,635 37,033
69608A108 PALANTIR TECHNOLOGIE 46,019 51,903
697435105 PALO ALTO NETWORKS I 3,581 8,657
770700102 ROBINHOOD MARKETS, I 29,102 35,287
81141R100 SEA LTD 23,616 18,625
81762P102 SERVICENOW INC 3,782 27,574
82509L107 SHOPIFY INC CL A 32,678 42,818
833445109 SNOWFLAKE INC REG SH 8,482 8,336
874039100 TAIWAN S MANUFCTRING 26,105 32,212
958102105 WSTN DIGITAL CORP DE 17,159 17,572
02079K107 ALPHABET INC SHS 37,055 194,556
25809K105 DOORDASH INC REG SHS 14,982 14,268
30303M102 META PLATFORMS INC C 8,438 87,132
64110L106 NETFLIX COM INC 14,517 24,378
771049103 ROBLOX CORP REG SHS 28,273 17,989
92840M102 VISTRA CORP 8,015 6,453
29444U700 EQUINIX INC 23,081 22,219
78410G104 SBA COMMUNICATIONS C 30,921 29,015
828806109 SIMON PROPERTY GROUP 2,823 3,147
166764100 CHEVRON CORP 28,372 33,378
30231G102 EXXON MOBIL CORP 22,298 44,887
91913Y100 VALERO ENERGY CORP N 16,838 23,767
G0378L100 ANGLOGOLD ASHANTI LT 5,869 9,040
G25508105 CRH PLC 10,950 18,720
125269100 CF INDS HLDGS INC 17,256 16,319
651639106 NEWMONT CORPORATION 17,690 31,553
G7S00T104 PENTAIR PLC SHS 15,904 16,454
00090Q103 ADT INC NPV 22,322 23,685
053015103 AUTOMATIC DATA PROC 19,573 22,636
29084Q100 EMCOR GROUP INC 18,055 21,413
369550108 GENL DYNAMICS CORP 30,268 30,299
452308109 ILLINOIS TOOL WORKS 15,001 14,778
574599106 MASCO CORP 2,778 2,285
891092108 TORO CO 25,623 25,505
907818108 UNION PACIFIC CORP 20,170 21,281
910047109 UNITED AIRLINES HLDG 11,519 14,425
920253101 VALMONT INDUSTRIES 10,512 13,277
023135106 AMAZON COM INC COM 15,490 16,388
099724106 BORG WARNER INC 8,904 9,733
548661107 LOWE'S COMPANIES INC 17,267 16,399
745867101 PULTE GROUP 4,290 15,127
751212101 RALPH LAUREN CORP 13,682 28,289
833034101 SNAP ON INC COM 19,322 25,845
872540109 TJX COS INC NEW 5,574 6,912
02209S103 ALTRIA GROUP INC 20,506 30,387
194162103 COLGATE PALMOLIVE 15,669 15,014
205887102 CONAGRA BRANDS INC 6,248 4,708
501044101 KROGER CO 2,633 2,499
60871R209 MOLSON COORS BEVERAG 8,436 6,629
718172109 PHILIP MORRIS INTL I 8,954 19,569
72147K108 PILGRIM'S PRIDE CORP 11,790 9,903
742718109 PROCTER & GAMBLE CO 14,069 16,767
87612E106 TARGET CORP C 8,986 8,993
G50871105 JAZZ PHARMACEUTICALS 20,471 27,710
00287Y109 ABBVIE INC SHS 2,892 3,884
031162100 AMGEN INC COM 3,686 4,582
09061G101 BIOMARIN PHARMACEUTI 6,259 4,338
110122108 BRISTOL-MYERS SQUIBB 30,177 33,713
125523100 CIGNA GROUP/THE 6,999 7,156
126650100 CVS HEALTH CORP 11,352 13,571
15135B101 CENTENE CORP 4,735 5,020
159864107 CHARLES RIVER LABS I 11,770 14,961
29415F104 ENVISTA HOLDINGS COR 16,001 16,348
457669307 INSMED INC 2,582 3,307
58155Q103 MCKESSON CORPORATION 14,135 17,226
717081103 PFIZER INC 9,930 10,060
75886F107 REGENERON PHARMACTCL 6,527 9,262
76155X100 REVOLUTION MEDICINES 2,572 5,257
92532F100 VERTEX PHARMCTLS INC 3,429 6,800
92556V106 VIATRIS INC 26,503 33,030
G4474Y214 JANUS HENDERSON GROU 20,004 30,635
020002101 ALLSTATE CORP DEL 16,057 17,068
084670702 BERKSHIRE HATHAWAYIN 4,003 24,127
09290D101 BLACKROCK INC REG SH 22,972 29,970
12572Q105 CME GROUP INC 23,443 32,497
172967424 CITIGROUP INC COM NE 10,192 31,273
46625H100 JPMORGAN CHASE & CO 24,517 67,666
552848103 MGIC INVT CORP WIS 20,823 28,548
571748102 MARSH & MCLENNAN COS 11,938 16,140
59156R108 METLIFE INC 13,405 23,287
733174700 POPULAR INC COM NEW 13,921 15,440
78409V104 S&P GLOBAL INC 8,444 8,884
808513105 SCHWAB CHARLES CORP 12,260 13,288
87165B103 SYNCHRONY FINL COM 17,972 28,199
007903107 ADVNCD MICRO D INC 22,556 28,697
17275R102 CISCO SYSTEMS INC 23,201 37,205
172755100 CIRRUS LOGIC INC DEL 2,858 3,437
55087P104 LYFT INC REG SHS 10,010 12,048
573874104 MARVELL TECH INC 5,405 5,609
64110D104 NETAPP INC 23,493 20,668
67059N108 NUTANIX INC 18,222 14,215
747525103 QUALCOMM INC 27,733 35,065
79466L302 SALESFORCE INC 26,198 34,968
92343E102 VERISIGN INC 3,295 3,401
02079K305 ALPHABET INC SHS 47,275 66,356
285512109 ELECTRONIC ARTS INC 3,475 6,130
30303M102 META PLATFORMS INC C 40,451 36,965
35137L105 FOX CORP REG SHS 22,257 31,420
92343V104 VERIZON COMMUNICATNS 4,663 4,602
00130H105 AES CORP 24,660 26,672
281020107 EDISON INTL CALIF 25,591 19,747
30161N101 EXELON CORPORATION 9,078 8,500
69331C108 PG&E CORP 24,669 23,526
12504L109 CBRE GROUP INC CL A 5,368 6,271
SEE ATTACHED STATEMENT    
464287176 ISHARES TIPS BOND ET 82,277 87,928
464287234 ISHARES MSCI EMERGIN 93,185 219,934
464287242 ISHARES IBOXX $ INVT 409,666 410,458
464287465 ISHARES MSCI EAFE 283,295 384,120
464287499 ISHARES RUSSELL MIDC 115,046 770,160
464287655 ISHARES TR RUSSELL 2 400,080 756,942
464287804 ISHARES CORE S&P SMA 19,530 90,135
464288372 ISHARES S&P GLOBAL I 107,463 154,320
464288513 ISHARES IBOXX$ HIGH 90,324 95,547
74255Y888 PRINCIPAL SPECTRUM P 241,010 240,568
921943858 VANGUARD FTSE DEVELO 132,358 187,410
922042858 VANGUARD FTSE EMERGI 285,856 376,320
92206C870 VANGUARD INTERMEDIAT 473,091 474,025
922908629 VANGUARD MID-CAP ETF 304,488 580,440
46090E103 INVESCO QQQ TR SE 265,729 623,525
464287564 ISHARES SELECT U.S. 108,436 149,175
922908553 VANGUARD REAL ESTATE 107,201 150,433
19766P728 COLUMBIA MIDCAP INDE 431,784 692,469
64128R608 NEUBERGER BERMAN LON 225,000 239,928
057071854 BAIRD AGGREGATE BOND 414,946 419,291
74441R607 PGIM SHORT TERM CORP 295,878 299,875
00191K104 AQR DIVERSIFIED ARBI 225,000 239,238
09258N703 BLACKROCK GLOBAL EQU 225,000 265,561

TY 2025 LegalFeesSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - CHARITABLE 2,443     2,443


TY 2025 OtherDecreasesSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Description Amount
SALES BASIS ADJUSTMENT 3,625
BASIS ADJUSTMENT 1,640


TY 2025 OtherExpensesSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 15 0   15
INVESTMENT ADVISORY FEES 17,897 17,897   0


TY 2025 OtherIncreasesSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Description Amount
INCOME ADJUSTMENT 852


TY 2025 TaxesSchedule
Name:
BUEHLER FAMILY FOUNDATION
EIN:
23-7166014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16 16   0
FEDERAL ESTIMATES - PRINCIPAL 26,397 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,052 2,052   0
FOREIGN TAXES ON NONQUALIFIED 1,084 1,084   0