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 02 - 01 2025, and ending 01 - 31, 20 26
Name of foundation
SARAH DECOIZART PERPETUAL CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

13-7046581
B Telephone number (see instructions)

8004962583
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)$56,040,316J 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... 1,444,788 1,444,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,191,259
b Gross sales price for all assets on line 6a 8,509,282
7 Capital gain net income (from Part IV, line 2)... 2,191,259
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........ 3,636,047 3,636,047  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 332,367 179,025   153,342
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,719 1,642   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500     1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 378,586 180,667 0 154,842
25 Contributions, gifts, grants paid....... 2,312,420 2,312,420
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,691,006 180,667 0 2,467,262
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 945,041
b Net investment income (if negative, enter -0-) 3,455,380
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............. 52,676 186,712 186,712
2 Savings and temporary cash investments......... 25,538 133,007 133,007
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)....... 24,651,376 Click to see attachment
List of Attached Documents:
// Content
25,323,913 		43,875,467
c Investments—corporate bonds (attach schedule)....... 11,517,732 Click to see attachment
List of Attached Documents:
// Content
11,852,646 		11,845,130
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) 36,247,322 37,496,278 56,040,316
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........ 36,247,322 37,496,278
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)..... 36,247,322 37,496,278
30 Total liabilities and net assets/fund balances (see instructions). 36,247,322 37,496,278
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
36,247,322
2
Enter amount from Part I, line 27a .....................
2
945,041
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
303,920
4
Add lines 1, 2, and 3 ..........................
4
37,496,283
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
37,496,278
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 . VALEANT PHARMACEUTICALS INTE     2025-02-10
b 161. APPLE COMPUTER INC     2025-02-13
c 56. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
d 20. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
e 12. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
17. NXP SEMICONDUCTORS NV   2019-02-19 2025-02-13
151. HONEYWELL INTL INC   2025-01-24 2025-03-25
10. HONEYWELL INTL INC   2025-01-24 2025-03-25
22. HONEYWELL INTL INC   2010-12-08 2025-03-25
157. HONEYWELL INTL INC   2010-12-08 2025-03-26
53. HONEYWELL INTL INC   2010-12-08 2025-03-26
79. HONEYWELL INTL INC   2010-12-08 2025-03-26
14410. VANGUARD BD INDEX FD INC     2025-03-26
56. HONEYWELL INTL INC   2010-12-08 2025-03-27
56. HONEYWELL INTL INC   2010-12-08 2025-03-27
38. APPLE COMPUTER INC   2024-04-12 2025-04-04
274. APPLE COMPUTER INC     2025-04-04
153. APPLE COMPUTER INC   2010-07-01 2025-04-09
379. NORFOLK SOUTHN CORP     2025-04-09
195. NORFOLK SOUTHN CORP     2025-04-09
39. REGENERON PHARMACEUTICALS INC     2025-04-28
297. EXXON MOBIL CORP     2025-05-01
343. EXXON MOBIL CORP   2022-12-02 2025-05-01
252. ALPHABET INC-CL C   2012-07-11 2025-05-22
38. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
24. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
330. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
4. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
80. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
20. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
7. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
9. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
19. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
13933. ISHARES CORE MSCI EAFE ETF     2025-06-09
. BANK OF AMERICA CORPORATION     2025-06-12
257. FISERV INC     2025-06-20
238. FISERV INC     2025-06-20
20. MASTERCARD INC - CLASS A     2025-06-20
66. MASTERCARD INC - CLASS A   2010-03-04 2025-06-20
90. REGENERON PHARMACEUTICALS INC     2025-06-20
138. BROADCOM INC   2024-12-17 2025-07-11
48. FISERV INC   2023-07-07 2025-07-11
500. FISERV INC     2025-07-11
249. INTUITIVE SURGICAL INC NEW     2025-07-11
13. INGERSOLL RAND INC   2025-07-11 2025-08-01
372. INGERSOLL RAND INC   2025-07-11 2025-08-01
514. INGERSOLL RAND INC     2025-08-01
1212. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
265. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
12. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
265. OTIS WORLDWIDE CORP     2025-08-21
56. OTIS WORLDWIDE CORP   2024-10-02 2025-08-21
174. OTIS WORLDWIDE CORP     2025-08-21
128. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
416. OTIS WORLDWIDE CORP     2025-08-22
18. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
215. OTIS WORLDWIDE CORP     2025-08-22
272. OTIS WORLDWIDE CORP     2025-08-22
4. BOOKING HOLDINGS INC   2020-10-05 2025-09-08
4. BOOKING HOLDINGS INC   2020-10-05 2025-09-08
130. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
1. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
155. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
1. CONOCOPHILLIPS   2021-03-18 2025-09-08
265. CONOCOPHILLIPS     2025-09-08
4. CONOCOPHILLIPS   2021-03-03 2025-09-08
174. CONOCOPHILLIPS   2021-03-03 2025-09-08
1. SALESFORCE.COM INC   2024-03-20 2025-09-08
108. SALESFORCE.COM INC   2024-03-20 2025-09-08
88. SALESFORCE.COM INC   2024-03-20 2025-09-08
49. LINDE PLC   2018-12-11 2025-09-08
35. LINDE PLC   2018-12-11 2025-09-08
104. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
233. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
811. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
167. INGERSOLL RAND INC   2021-05-14 2025-09-11
21. INGERSOLL RAND INC   2021-05-14 2025-09-11
23. INGERSOLL RAND INC   2021-05-14 2025-09-11
419. INGERSOLL RAND INC     2025-09-11
63. SALESFORCE.COM INC   2024-03-20 2025-09-11
117. SALESFORCE.COM INC     2025-09-11
378. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
354. CONOCOPHILLIPS   2021-03-03 2025-09-23
186. SALESFORCE.COM INC   2024-10-01 2025-09-23
145. SALESFORCE.COM INC     2025-09-23
244. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
492. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
64. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
22. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
132. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
16. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
20. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
5445. ISHARES TR BARCLAYS MBS BD FD   2024-12-09 2025-10-24
594. SPDR TR UNIT SER 1   2018-08-22 2025-10-24
1074. SPDR TR UNIT SER 1   2018-08-22 2025-10-24
97014.347 SIX CIRCLES CREDIT OPPORT     2025-10-24
137. CANADIAN PACIFIC KANSAS CITY     2025-11-03
783. CANADIAN PACIFIC KANSAS CITY     2025-11-03
2. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
689. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
22. MCDONALDS CORP   2024-12-17 2025-11-03
106. MCDONALDS CORP   2024-12-17 2025-11-03
314. CANADIAN PACIFIC KANSAS CITY     2025-11-04
31. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
21. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
457. CONOCOPHILLIPS   2021-03-03 2025-11-21
8. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
2. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
91. BROADCOM INC   2025-09-11 2025-11-24
18. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
34. ASML HOLDING NV-NY REG SHS     2025-11-24
. ALEXION PHARMACEUTICALS INC     2025-11-25
19. MARTIN MARIETTA MATLS INC     2025-11-25
18. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
138. MONDELEZ INTERNATIONAL-W/I     2025-12-03
211. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2025-12-03
54. PEPSICO INC   2024-09-12 2025-12-03
156. PEPSICO INC     2025-12-03
86. SOUTHERN CO   2025-04-04 2025-12-03
187. SOUTHERN CO   2025-04-04 2025-12-03
17. CONOCOPHILLIPS   2021-03-03 2025-12-24
78. CONOCOPHILLIPS   2021-03-03 2025-12-24
264. CONOCOPHILLIPS     2025-12-24
2. CONOCOPHILLIPS   2021-03-03 2025-12-24
88. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
11. CONOCOPHILLIPS   2021-03-03 2025-12-26
143. CONOCOPHILLIPS     2025-12-26
119. CONOCOPHILLIPS   2021-03-03 2025-12-26
1. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
80. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
133. EATON CORP PLC   2021-02-22 2026-01-08
3. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
55. PROGRESSIVE CORP OHIO     2026-01-15
42. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
117. PROGRESSIVE CORP OHIO     2026-01-15
195. PROGRESSIVE CORP OHIO     2026-01-15
220. PROGRESSIVE CORP OHIO   2022-06-30 2026-01-15
439. ISHARES MISCI EAFE INDEX FUND   2025-01-22 2026-01-23
42. ISHARES CORE MSCI EAFE ETF   2017-06-27 2026-01-23
797. JPMORGAN BETABUILDERS EUROPE ETF   2025-10-24 2026-01-23
1472. JPMORGAN BETABUILDERS JAPAN ETF   2023-07-11 2026-01-23
1473. JPMORGAN BETABUILDERS DEVELO   2021-01-28 2026-01-23
17161.244 JPMORGAN CORE BOND FUND ULTRA   1999-06-30 2026-01-23
45. SERVICENOW INC   2025-09-08 2026-01-29
47. SERVICENOW INC   2025-09-08 2026-01-29
15. SERVICENOW INC     2026-01-29
79. SERVICENOW INC   2025-09-11 2026-01-29
5. SERVICENOW INC   2025-09-11 2026-01-29
118. WASTE CONNECTIONS INC   2016-07-26 2026-01-29
1. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
179. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
140. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
216. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
673. MONDELEZ INTERNATIONAL-W/I     2026-01-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 455     455
b 38,170   30,204 7,966
c 12,259   12,518 -259
d 4,343   4,471 -128
e 2,615   2,683 -68
3,705   1,577 2,128
32,011   34,236 -2,225
2,116   2,267 -151
4,655   1,081 3,574
33,631   7,716 25,915
11,307   2,605 8,702
16,836   3,883 12,953
1,123,769   1,112,477 11,292
11,999   2,752 9,247
11,960   2,752 9,208
7,495   6,709 786
54,043   45,760 8,283
27,231   1,352 25,879
80,199   48,481 31,718
40,370   23,147 17,223
23,567   19,851 3,716
31,612   33,024 -1,412
36,579   37,973 -1,394
44,337   3,580 40,757
7,837   3,525 4,312
4,776   2,227 2,549
65,900   30,538 35,362
199   93 106
797   370 427
15,836   7,403 8,433
3,983   1,851 2,132
1,397   648 749
1,718   833 885
3,654   1,758 1,896
1,162,082   849,558 312,524
13     13
41,962   45,298 -3,336
38,860   29,851 9,009
10,631   9,736 895
35,083   1,523 33,560
45,857   45,605 252
37,901   32,893 5,008
7,945   6,020 1,925
83,212   62,224 20,988
127,486   69,084 58,402
983   1,148 -165
28,165   32,846 -4,681
38,916   24,877 14,039
58,807   68,369 -9,562
12,921   14,949 -2,028
1,060   1,269 -209
23,400   27,940 -4,540
4,903   5,859 -956
15,251   18,071 -2,820
11,374   13,277 -1,903
36,951   43,040 -6,089
1,595   1,793 -198
19,119   21,408 -2,289
24,048   27,048 -3,000
22,400   6,826 15,574
22,267   6,826 15,441
14,080   2,691 11,389
108   21 87
16,755   3,208 13,547
91   54 37
24,156   14,295 9,861
363   215 148
15,819   9,349 6,470
251   304 -53
27,150   32,865 -5,715
22,096   26,779 -4,683
23,192   7,871 15,321
16,563   5,622 10,941
11,290   2,153 9,137
11,096   12,267 -1,171
38,623   45,749 -7,126
13,684   8,082 5,602
1,705   1,016 689
1,869   1,113 756
34,009   20,251 13,758
15,476   19,171 -3,695
28,830   35,240 -6,410
17,824   19,902 -2,078
33,141   19,020 14,121
45,698   50,396 -4,698
35,625   38,100 -2,475
58,672   28,621 30,051
38,381   37,097 1,284
4,993   1,900 3,093
7,263   8,367 -1,104
43,650   50,202 -6,552
5,289   6,085 -796
6,612   7,606 -994
522,706   511,365 11,341
402,111   170,088 232,023
727,051   307,534 419,517
883,801   854,071 29,730
9,692   11,183 -1,491
55,337   56,883 -1,546
142   138 4
48,576   47,487 1,089
6,508   6,528 -20
31,366   31,454 -88
22,136   21,227 909
2,185   2,087 98
1,479   1,414 65
39,979   24,554 15,425
4,837   3,610 1,227
1,213   902 311
34,039   33,085 954
10,849   8,122 2,727
33,655   22,184 11,471
33     33
11,681   8,276 3,405
11,207   7,357 3,850
7,728   7,398 330
11,778   4,589 7,189
8,046   9,572 -1,526
23,115   25,626 -2,511
7,605   7,871 -266
16,331   17,116 -785
1,560   913 647
7,206   4,191 3,015
24,357   14,145 10,212
184   106 78
20,041   10,322 9,719
1,015   584 431
13,060   7,591 5,469
10,961   6,284 4,677
228   117 111
18,172   9,384 8,788
42,245   17,329 24,916
623   352 271
11,369   6,444 4,925
8,543   4,909 3,634
23,810   13,632 10,178
40,152   22,646 17,506
44,793   25,509 19,284
43,644   34,412 9,232
3,899   2,561 1,338
60,191   56,629 3,562
101,270   75,782 25,488
87,264   82,451 4,813
179,507   178,678 829
5,290   8,470 -3,180
5,422   8,847 -3,425
1,748   2,822 -1,074
9,039   14,853 -5,814
573   940 -367
19,704   5,837 13,867
58   22 36
10,357   3,893 6,464
8,183   3,045 5,138
12,599   4,698 7,901
39,278   14,609 24,669
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
      428,844
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       455
b       7,966
c       -259
d       -128
e       -68
      2,128
      -2,225
      -151
      3,574
      25,915
      8,702
      12,953
      11,292
      9,247
      9,208
      786
      8,283
      25,879
      31,718
      17,223
      3,716
      -1,412
      -1,394
      40,757
      4,312
      2,549
      35,362
      106
      427
      8,433
      2,132
      749
      885
      1,896
      312,524
      13
      -3,336
      9,009
      895
      33,560
      252
      5,008
      1,925
      20,988
      58,402
      -165
      -4,681
      14,039
      -9,562
      -2,028
      -209
      -4,540
      -956
      -2,820
      -1,903
      -6,089
      -198
      -2,289
      -3,000
      15,574
      15,441
      11,389
      87
      13,547
      37
      9,861
      148
      6,470
      -53
      -5,715
      -4,683
      15,321
      10,941
      9,137
      -1,171
      -7,126
      5,602
      689
      756
      13,758
      -3,695
      -6,410
      -2,078
      14,121
      -4,698
      -2,475
      30,051
      1,284
      3,093
      -1,104
      -6,552
      -796
      -994
      11,341
      232,023
      419,517
      29,730
      -1,491
      -1,546
      4
      1,089
      -20
      -88
      909
      98
      65
      15,425
      1,227
      311
      954
      2,727
      11,471
      33
      3,405
      3,850
      330
      7,189
      -1,526
      -2,511
      -266
      -785
      647
      3,015
      10,212
      78
      9,719
      431
      5,469
      4,677
      111
      8,788
      24,916
      271
      4,925
      3,634
      10,178
      17,506
      19,284
      9,232
      1,338
      3,562
      25,488
      4,813
      829
      -3,180
      -3,425
      -1,074
      -5,814
      -367
      13,867
      36
      6,464
      5,138
      7,901
      24,669
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,191,259
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 48,030
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 48,030
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 48,030
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 37,512
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 37,512
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 10,518
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofJPMORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN IL1-0111CHICAGOIL ZIP+460603
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
JP MORGAN CHASE BANK NA TRUSTEE
20 		332,367    
10 S DEARBORN IL1-0111
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
52,635,055
b
Average of monthly cash balances.......................
1b
720,937
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
53,355,992
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
53,355,992
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
800,340
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
52,555,652
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,627,783
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
2,627,783
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
48,030
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,030
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,579,753
4
Recoveries of amounts treated as qualifying distributions................
4
90,000
5
Add lines 3 and 4............................
5
2,669,753
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
2,669,753
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
2,467,262
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
2,467,262
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 2,669,753
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,220,726
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,467,262
a Applied to 2024, but not more than line 2a 2,220,726
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..... 246,536
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		2,423,217
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CASEY BURGESS CASTENEDA CO JPMORGA
270 PARK AVENUE FL 16
NEW YORK,NY10017
(212) 464-0308
NONE
bThe form in which applications should be submitted and information and materials they should include:
DESCRIBE THE PROPOSED USE OF FUNDS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3) NO GRANTS ARE MADE TO INDIVIDUALS
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

AUDUBON SOCIETY OF NEW HAMPSHIRE

84 SILK FARM ROAD
CONCORD,NH03301 		NONE   GENERAL SUPPORT 40,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE 216-110
BOSTON,MA02115 		NONE   GENERAL 55,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NONE   GENERAL SUPPORT 75,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON STREET
WATERTOWN,MA02472 		NONE   GENERAL SUPPORT 50,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		NONE   GENERAL SUPPORT 75,000

HOUSATONIC VALLEY ASSOCIATION INC

150 KENT ROAD
CORNWALL BRIDGE,CT06754 		NONE   GENERAL SUPPORT 45,000

FUND FOR THE CITY OF NY
FRESHKILLS PARK ALLIANCE INC
PO BOX 719
NEW YORK,NY10272 		NONE   GENERAL SUPPORT 30,000

LEADER DOGS FOR THE BLIND

1039 S ROCHESTER RD
ROCHESTER HILLS,MI48307 		NONE   GENERAL SUPPORT 25,000

SEATUCK ENVIRONMENTAL ASSOCIATION INC

PO BOX 31
ISLIP,NY11751 		NONE   GENERAL SUPPORT 60,000

VISIONS SERVICES FOR THE BLIND &
VISUALLY IMPAIRED
500 GREENWICH STREET SUITE 302
NEW YORK,NY10013 		NONE   GENERAL SUPPORT 75,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BOULEVARD
BRONX,NY10460 		NONE   GENERAL SUPPORT 75,000

CENTER FOR INDEPENDENCE OF THE DISABLED
IN NEW YORK INC
1010 AVENUE OF THE AMERICAS SUITE
NEW YORK,NY10018 		NONE   GENERAL SUPPORT 70,000

NEW YORK CITY BIRD ALLIANCE INC

71 W 23RD STREET SUITE 1523
NEW YORK,NY10010 		NONE   GENERAL SUPPORT 50,000

SOLOMON R GUGGENHEIM MUSEUM &
FOUNDATION
1071 FIFTH AVENUE
NEW YORK,NY101280173 		NONE   GENERAL SUPPORT 25,000

DUCKS UNLIMITED INC

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE   GENERAL SUPPORT 75,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10025 		NONE   GENERAL SUPPORT 25,000

THE UPSTATE FOUNDATION INC

750 E ADAMS STREET
SYRACUSE,NY132102306 		NONE   GENERAL SUPPORT 50,000

MANOMET INC

PO BOX 1770
Manomet,MA02345 		NONE   GENERAL 43,920

XERCES SOCIETY

PO BOX 84274
SEATTLE,WA981245574 		NONE   GENERAL SUPPORT 75,000

NATURESERVE

2511 JEFFERSON DAVIS HIGHWAY
ARLINGTON,VA22202 		NONE   GENERAL SUPPORT 50,000

NATIONAL WILDLIFE FEDERATION

149 STATE STREET
MONTPELIER,VT05602 		NONE   PROGRAM SUPPORT 75,000

BRONX RIVER ALLIANCE

1 BRONX RIVER PARKWAY
BRONX,NY10462 		NONE   GENERAL SUPPORT 85,000

SAFE TODDLES

1491 ROUTE 52 SUITE 44
Fishkill,NY12524 		NONE   GENERAL 80,000

AMERICAN RIVERS

1101 14TH ST NW STE 1400
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 50,000

MARINE CONSERVATION INSTITUTE

14301 ARNOLD DR SUITE 25
Glen Ellen,CA95442 		NONE   GENERAL SUPPORT 100,000

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE   GENERAL SUPPORT 50,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011 		NONE   GENERAL SUPPORT 75,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 WEST 64TH STREET 6TH FLOOR
NEW YORK,NY10023 		NONE   GENERAL SUPPORT 35,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION

100 CARLSON AVENUE BLDG 12
NEWTON,ME02459 		NONE   GENERAL SUPPORT 100,000

CONNECTICUT INSTITUTE FOR THE BLIND
DBA OAK HILL
120 HOLCOMB STREET
HARTFORD,CT06112 		NONE   GENERAL SUPPORT 30,000

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		NONE   GENERAL SUPPORT 100,000

WESTCHESTER LAND TRUST

403 HARRIS RD
BEDFORD HILLS,NY10507 		NONE   GENERAL SUPPORT 63,500

FREEDOM GUIDE DOGS FOR BLIND

1210 HARDSCRABBLE ROAD
CASSVILLE,NY13318 		NONE   GENERAL SUPPORT 25,000

MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019 		NONE   GENERAL SUPPORT 25,000

CONNECTICUT RIVER WATERSHED

15 BANK ROW
GREENFIELD,MA01301 		NONE   GENERAL SUPPORT 70,000

NOTRE DAME ACADEMY

425 SALISBURY STREET
WORCESTER,MA01609 		NONE   PROGRAM SUPPORT 280,000
Total ................................. 3a 2,312,420
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 1,444,788  
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 2,191,259  
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) ..   3,636,047  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,636,047
(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 InvestmentsCorpBondsSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD 1,115,228 1,131,705
92203J308 VANGUARD TTL INTL BN 1,619,972 1,501,359
921937827 VANGUARD SHORT-TERM    
92203J407 VANGUARD TOTAL INTL 1,551,341 1,532,384
83002G702 SIX CIRCLES GLOBAL B 4,041,153 4,090,500
83002G884 SIX CIRCLES CREDIT O 1,070,516 1,114,691
92206C870 VANGUARD INT-TERM CO 797,507 821,115
464288588 ISHARES MBS ETF 544,611 554,906
46429B267 ISHARES US TREASURY 1,112,318 1,098,470

TY 2025 InvestmentsCorpStockSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 37,230 169,009
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 1,442,225 2,266,650
532457108 ELI LILLY AND COMPAN 30,482 171,130
548661107 LOWE'S COS INC 166,540 264,656
594918104 MICROSOFT CORP 38,035 1,047,326
609207105 MONDELEZ INTERNATION 1,324 3,567
617446448 MORGAN STANLEY 37,226 331,234
655844108 NORFOLK SOUTHERN COR    
713448108 PEPSICO INC 71,726 117,527
882508104 TEXAS INSTRUMENTS IN 128,295 293,795
949746101 WELLS FARGO & CO 96,056 292,826
02079K107 ALPHABET INC-CL C 69,820 842,263
30303M102 META PLATFORMS INC-C 84,986 744,444
57636Q104 MASTERCARD INC - A 44,060 390,623
65339F101 NEXTERA ENERGY INC 105,698 196,105
91324P102 UNITEDHEALTH GROUP I 26,700 207,450
94106B101 WASTE CONNECTIONS IN 25,584 86,817
023135106 AMAZON.COM INC 81,919 818,645
037833100 APPLE INC 146,813 887,162
060505104 BANK OF AMERICA CORP 78,914 269,192
46432F842 ISHARES CORE MSCI EA    
67066G104 NVIDIA CORP 59,392 1,485,653
337738108 FISERV INC    
75886F107 REGENERON PHARMACEUT    
78462F103 STATE STREET SPDR S& 1,069,027 2,655,089
00287Y109 ABBVIE INC 88,843 277,647
025816109 AMERICAN EXPRESS CO 59,620 206,724
580135101 MCDONALD'S CORP 129,877 194,985
883556102 THERMO FISHER SCIENT 139,050 183,419
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 81,113 250,092
315911750 FIDELITY 500 INDEX F 4,262,492 7,844,452
461202103 INTUIT INC 122,380 88,808
N07059210 ASML HOLDING NV-NY R 24,560 119,532
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 53,691 103,428
363576109 ARTHUR J GALLAGHER & 73,307 131,169
43300A203 HILTON WORLDWIDE HOL 70,354 167,166
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q217 JPMORGAN BETABUILDER 1,212,606 1,715,102
46641Q225 JPMORGAN BETABUILDER 428,938 840,870
46641Q233 JPMORGAN BETABUILDER 790,142 870,814
679580100 OLD DOMINION FREIGHT 75,798 96,472
G29183103 EATON CORP PLC 56,074 153,571
30231G102 EXXON MOBIL CORP 121,380 308,959
743315103 PROGRESSIVE CORP    
78409V104 S&P GLOBAL INC 96,178 143,559
573284106 MARTIN MARIETTA MATE 95,595 152,556
83002G306 SIX CIRCLES US UNCON 5,876,680 7,059,330
83002G405 SIX CIRCLES INTL UNC 3,772,944 4,915,428
842587107 THE SOUTHERN COMPANY 177,377 215,326
863667101 STRYKER CORP 110,218 137,846
872540109 TJX COMPANIES INC 68,342 128,237
G54950103 LINDE PLC 64,884 187,358
11135F101 BROADCOM INC 289,612 381,326
127387108 CADENCE DESIGN SYS I 87,042 84,166
254687106 WALT DISNEY CO/THE 197,218 195,708
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
931142103 WALMART INC 112,555 137,130
032095101 AMPHENOL CORP-CL A 179,569 184,134
053332102 AUTOZONE INC 48,192 48,156
126408103 CSX CORP 144,847 152,815
26884L109 EQT CORP 127,441 131,624
278865100 ECOLAB INC 164,232 177,372
29364G103 ENTERGY CORP 77,594 79,301
443201108 HOWMET AEROSPACE INC 155,794 203,294
45866F104 INTERCONTINENTAL EXC 105,751 106,006
46641Q191 JPMORGAN BETABUILDER 1,065,793 1,148,400
478160104 JOHNSON & JOHNSON 238,288 324,513
81762P102 SERVICENOW INC 103,556 64,824
874039100 TAIWAN SEMICONDUCTOR 120,208 197,675
G8994E103 TRANE TECHNOLOGIES P 211,726 225,010

TY 2025 OtherDecreasesSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Description Amount
ROUNDING 5


TY 2025 OtherExpensesSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 1,500 0   1,500


TY 2025 OtherIncreasesSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 90,000
1/30/2026 DISTRIBUTIONS THAT POSTED LATE 213,920


TY 2025 TaxesSchedule
Name:
SARAH DECOIZART PERPETUAL CHARITABLE TR
EIN:
13-7046581
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,642 1,642   0
FEDERAL TAX PAYMENT - PRIOR YE 5,565 0   0
FEDERAL ESTIMATES - INCOME 37,512 0   0