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
SEEBE FRANCES TUW
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

95-6795278
B Telephone number (see instructions)

8887304933
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)$4,348,453J 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... 116,007 116,007  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 84,738
b Gross sales price for all assets on line 6a 540,674
7 Capital gain net income (from Part IV, line 2)... 84,738
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........ 200,745 200,745  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,312 21,234   7,078
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,591 0 0 1,591
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,650 24,650   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,793 868   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
9 9    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,355 46,761 0 8,669
25 Contributions, gifts, grants paid....... 143,250 143,250
26 Total expenses and disbursements. Add lines 24 and 25 ................ 203,605 46,761 0 151,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,860
b Net investment income (if negative, enter -0-) 153,984
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......... 136,096 172,048 172,048
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)....... 463,202 Click to see attachment
List of Attached Documents:
// Content
654,622 		1,661,181
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).......... 2,313,800 Click to see attachment
List of Attached Documents:
// Content
2,084,081 		2,515,224
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) 2,913,098 2,910,751 4,348,453
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........ 2,913,098 2,910,751
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)..... 2,913,098 2,910,751
30 Total liabilities and net assets/fund balances (see instructions). 2,913,098 2,910,751
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
2,913,098
2
Enter amount from Part I, line 27a .....................
2
-2,860
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
516
4
Add lines 1, 2, and 3 ..........................
4
2,910,754
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,910,751
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 425. FIRST TRUST GLOBAL TACTICAL   2024-05-23 2025-03-20
b 195. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-03-20
c 5. INVESCO OPTIMUM YIELD DIVERSIF ETF   2024-05-23 2025-03-20
d 20. INVESCO OPTIMUM YIELD DIVERSIF ETF   2024-05-23 2025-03-20
e 240. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-03-20
1140. ISHARES IBOXX $ INVESTMENT   2024-12-13 2025-03-20
80. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-03-20
1145. ISHR CR UNVRSE USD BD ETF-UI ETF   2024-12-13 2025-03-20
24.167 PGIM HIGH YIELD-Q 1067   2024-12-13 2025-03-20
115. VANGUARD MORTGAGE-BACKED SEC ETF   2024-12-13 2025-03-20
50. CVS HEALTH CORPORATION   2008-09-16 2025-03-28
100. CELANESE CORP   2012-06-08 2025-03-28
125. COMCAST CORP CLASS A   2008-09-16 2025-03-28
50. CONSTELLATION BRANDS INC   2015-12-31 2025-03-28
50. GILEAD SCIENCES INC   2013-07-16 2025-03-28
50. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-03-28
5. JPMORGAN CHASE & CO   2013-12-30 2025-03-28
50. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-03-28
50. TARGET CORP   2008-09-16 2025-03-28
5. UNION PACIFIC CORP   2013-12-30 2025-03-28
10. UNITEDHEALTH GROUP INC   2011-06-02 2025-03-28
20. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-04-10
50. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-04-10
25. TARGET CORP   2008-09-16 2025-04-10
13. UNION PACIFIC CORP   2013-12-30 2025-04-10
11. UNITEDHEALTH GROUP INC   2011-06-02 2025-04-10
50. CVS HEALTH CORPORATION   2008-09-16 2025-04-16
50. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-04-16
25. TARGET CORP   2008-09-16 2025-04-16
7. UNION PACIFIC CORP   2013-12-30 2025-04-16
75. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-05-01
20. ISHARES CORE U.S. AGGREGATE ETF   2025-03-28 2025-05-01
10. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-05-01
25. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-05-01
10. ISHARES JP MORGAN USD EMERGING   2025-03-28 2025-05-01
40. VANGUARD MORTGAGE-BACKED SEC ETF   2024-12-13 2025-05-01
100. CISCO SYSTEMS INC   2024-12-19 2025-05-06
10. BOEING CO   2012-06-08 2025-05-07
30. BOEING CO   2008-09-16 2025-05-07
50. CONSTELLATION BRANDS INC   2015-12-31 2025-05-07
50. WALT DISNEY CO   2008-09-16 2025-05-07
30. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-05-07
20. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-05-07
5. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-05-07
10. JPMORGAN CHASE & CO   2013-12-30 2025-05-07
50. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-05-07
10. VANGUARD MORTGAGE-BACKED SEC ETF   2024-12-13 2025-05-07
5. ALPHABET INC CL C   2014-07-09 2025-05-16
10. CONSTELLATION BRANDS INC   2015-12-31 2025-05-16
10. WALT DISNEY CO   2008-09-16 2025-05-16
15. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-05-16
30. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-05-16
15. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-05-16
5. JPMORGAN CHASE & CO   2013-12-30 2025-05-16
5. ALPHABET INC CL C   2014-07-09 2025-05-22
25. GILEAD SCIENCES INC   2013-07-16 2025-05-22
25. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-05-22
5. ALPHABET INC CL C   2014-07-09 2025-05-27
5. CELANESE CORP   2012-06-08 2025-05-27
10. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-05-27
5. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-05-27
25. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-05-27
5. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-05-30
5. JPMORGAN CHASE & CO   2013-12-30 2025-05-30
336.536 PGIM HIGH YIELD-Q 1067   2024-12-13 2025-06-02
98.894 PGIM HIGH YIELD-Q 1067   2024-05-29 2025-06-02
10. BOEING CO   2008-09-16 2025-06-05
10. CVS HEALTH CORPORATION   2011-03-28 2025-06-05
5. CELANESE CORP   2012-06-08 2025-06-05
10. WALT DISNEY CO   2008-09-16 2025-06-05
5. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-06-05
30. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-06-05
5. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-06-05
89.144 PGIM HIGH YIELD-Q 1067   2024-05-29 2025-06-05
5. ADVANCED MICRO DEVICES INC   2024-12-19 2025-06-24
10. CVS HEALTH CORPORATION   2011-03-28 2025-06-24
10. CELANESE CORP   2012-06-08 2025-06-24
10. WALT DISNEY CO   2008-09-16 2025-06-24
10. ISHARES CORE U.S. AGGREGATE ETF   2024-05-28 2025-06-24
5. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-06-24
175. ISHR CR UNVRSE USD BD ETF-UI ETF   2024-12-13 2025-06-24
20. ISHR CR UNVRSE USD BD ETF-UI ETF   2025-03-28 2025-06-24
140. ISHARES BROAD USD HIGH YIELD ETF   2024-12-13 2025-06-24
5. JPMORGAN CHASE & CO   2013-12-30 2025-06-24
22.199 PGIM HIGH YIELD-Q 1067   2024-05-29 2025-06-24
30. VANGUARD MORTGAGE-BACKED SEC ETF   2024-12-13 2025-06-24
5. CVS HEALTH CORPORATION   2011-03-28 2025-07-07
10. GILEAD SCIENCES INC   2013-07-16 2025-07-07
5. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-07-07
10. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-07-07
10. ISHARES JP MORGAN USD EMERGING   2024-05-28 2025-07-07
5. JPMORGAN CHASE & CO   2013-12-30 2025-07-07
56.405 PGIM HIGH YIELD-Q 1067   2024-05-29 2025-07-07
25. ISHR CR UNVRSE USD BD ETF-UI ETF   2024-12-13 2025-07-22
20. ISHARES BROAD USD HIGH YIELD ETF   2024-12-13 2025-07-22
15. VANGUARD MORTGAGE-BACKED SEC ETF   2024-12-13 2025-07-22
10. FIRST TRUST GLOBAL TACTICAL   2025-03-28 2025-07-23
1600. FIRST TRUST GLOBAL TACTICAL   2024-05-28 2025-07-23
5. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-07-23
560. FIRST TRUST GLOBAL TACTICAL   2024-05-28 2025-09-02
5. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-09-11
5. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-09-11
50. VANGUARD RUSSELL 2000   2024-12-17 2025-09-11
55. FIRST TRUST GLOBAL TACTICAL   2024-12-13 2025-10-15
945. FIRST TRUST GLOBAL TACTICAL   2024-05-28 2025-10-15
90. GOLDMAN SACHS ACTIVEBETA INT ETF   2024-12-17 2025-11-10
50. NESTLE S.A. REGISTERED SHARES - ADR   2012-12-27 2025-11-10
5. EATON CORP PLC   2024-12-17 2025-11-10
20. ISHARES S&P SMALL-CAP 600 GROWTH   2015-12-31 2025-12-12
5. ISHARES JP MORGAN USD EMERGING   2025-11-10 2025-12-12
50. VANGUARD RUSSELL 2000   2024-12-17 2025-12-12
(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 10,807   10,598 209
b 7,161   6,693 468
c 67   74 -7
d 269   296 -27
e 23,710   23,084 626
124,173   124,026 147
7,297   7,074 223
52,675   52,315 360
116   116  
5,316   5,261 55
3,328   1,795 1,533
5,713   3,903 1,810
4,597   1,288 3,309
9,145   7,139 2,006
5,600   2,879 2,721
6,143   3,131 3,012
1,211   289 922
5,101   3,281 1,820
5,188   2,873 2,315
1,163   415 748
5,173   493 4,680
2,276   1,253 1,023
5,100   3,281 1,819
2,293   1,436 857
2,840   1,079 1,761
6,565   542 6,023
3,418   1,795 1,623
5,204   3,281 1,923
2,243   1,436 807
1,509   581 928
7,379   7,214 165
1,968   1,975 -7
1,223   626 597
2,239   2,211 28
896   904 -8
1,839   1,835 4
5,904   5,791 113
1,848   697 1,151
5,542   1,841 3,701
9,490   7,139 2,351
5,093   1,621 3,472
1,135   1,030 105
1,963   1,924 39
449   442 7
2,518   579 1,939
5,369   3,281 2,088
459   458 1
839   144 695
1,934   1,428 506
1,129   324 805
576   515 61
2,929   2,886 43
1,356   1,326 30
1,340   289 1,051
869   144 725
2,667   1,440 1,227
2,662   1,641 1,021
868   144 724
276   195 81
977   962 15
452   442 10
2,679   1,641 1,038
196   172 24
1,324   289 1,035
1,605   1,619 -14
472   462 10
2,111   614 1,497
640   338 302
277   195 82
1,137   324 813
197   172 25
2,936   2,886 50
454   442 12
427   416 11
690   596 94
676   338 338
559   390 169
1,187   324 863
987   962 25
460   442 18
8,047   7,996 51
920   920  
5,221   5,212 9
1,407   289 1,118
107   104 3
1,382   1,373 9
332   169 163
1,114   576 538
197   172 25
1,344   626 718
921   884 37
1,458   289 1,169
273   263 10
1,149   1,142 7
748   745 3
691   686 5
255   253 2
40,792   39,848 944
683   313 370
14,459   13,947 512
207   172 35
713   313 400
4,861   4,725 136
1,426   1,316 110
24,500   23,536 964
3,749   3,089 660
4,936   3,281 1,655
1,901   1,757 144
2,920   1,253 1,667
481   481  
5,146   4,725 421
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       209
b       468
c       -7
d       -27
e       626
      147
      223
      360
       
      55
      1,533
      1,810
      3,309
      2,006
      2,721
      3,012
      922
      1,820
      2,315
      748
      4,680
      1,023
      1,819
      857
      1,761
      6,023
      1,623
      1,923
      807
      928
      165
      -7
      597
      28
      -8
      4
      113
      1,151
      3,701
      2,351
      3,472
      105
      39
      7
      1,939
      2,088
      1
      695
      506
      805
      61
      43
      30
      1,051
      725
      1,227
      1,021
      724
      81
      15
      10
      1,038
      24
      1,035
      -14
      10
      1,497
      302
      82
      813
      25
      50
      12
      11
      94
      338
      169
      863
      25
      18
      51
       
      9
      1,118
      3
      9
      163
      538
      25
      718
      37
      1,169
      10
      7
      3
      5
      2
      944
      370
      512
      35
      400
      136
      110
      964
      660
      1,655
      144
      1,667
       
      421
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 84,738
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 2,140
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 2,140
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 2,140
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,908
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 2,908
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 768
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax768 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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
WELLS FARGO BANK N A TRUSTEE
1 		28,312    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
3,933,778
b
Average of monthly cash balances.......................
1b
214,554
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,148,332
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
4,148,332
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,225
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,086,107
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
204,305
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
204,305
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,140
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,140
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
202,165
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
202,165
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
202,165
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
151,919
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
151,919
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 7 202,165
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 127,340
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: $ 151,919
a Applied to 2024, but not more than line 2a 127,340
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..... 24,579
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 .......... 		177,586
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).)
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

ENVIRONMENTAL EDUCATION AND CONSERVATION

204 E LOCUST ST
COUDERSPORT,PA169151435 		NONE   GENERAL OPERATING 7,000

POODLE AND POOCH RESCUE INC

801 STONEHENGE
DELAND,FL327203527 		NONE   GENERAL OPERATING 7,000

FENCES FOR FIDO

PO BOX 80282
PORTLAND,OR97280 		NONE   GENERAL SUPPORT 4,000

WILDLIFE GUARDIANS

PO BOX 9641
WASHINGTON,DC200169641 		NONE   GENERAL OPERATING 15,000

BORDERLANDS RESTORATION NETWORK

PO BOX 121
PATAGONIA,AZ856240121 		NONE   GENERAL OPERATING 7,000

THE DIAN FOSSEY GORILLA FUND INTERNATION

800 CHEROKEE AVE SE
ATLANTA,GA303151470 		NONE   GENERAL OPERATING 16,250

AMERICAN BIRD CONSERVANCY

8255 E MAIN STREET D E
MARSHALL,VA201153278 		NONE   GENERAL OPERATING 7,000

ARTHRITIS FOUNDATION INC

1355 PEACHTREE STREET STE 600
ATLANTA,GA30309 		NONE   GENERAL OPERATING 27,000

SAVE THE MANATEE CLUB INC

317 WEKIVA SPRINGS RD
LONGWOOD,FL327795950 		NONE   GENERAL SUPPORT 7,000

ANIMAL FRIENDS RESCUE PROJECT

161 FOUNTAIN AVE
PACIFIC GROVE,CA939502737 		NONE   GENERAL OPERATING 4,000

HUMANE SOCIETY OF WESTERN MONTANA

5930 US HIGHWAY 93 S
MISSOULA,MT598049291 		NONE   GENERAL SUPPORT 4,000

WILDLIFE COEXISTENCE NETWORK

9169 W STATE ST STE 1014
GARDEN CITY,ID83707 		NONE   GENERAL OPERATING 4,000

WOLF HAVEN INTERNATIONAL

3111 OFFUT LAKE RD SE
TENINO,WA985899624 		NONE   GENERAL OPERATING 7,000

USC NORRIS CANCER CENTER

1441 EASTLAKE AVENUE SUITE 8302
LOS ANGELES,CA900899181 		NONE   GENERAL OPERATING 27,000
Total ................................. 3a 143,250
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 ....     14 116,007  
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 84,738  
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) ..   200,745  
13Total. Add line 12, columns (b), (d), and (e)..................
13
200,745
(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:
SEEBE FRANCES TUW
EIN:
95-6795278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,591     1,591

TY 2025 InvestmentsCorpStockSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Name of Stock End of Year Book Value End of Year Fair Market Value
21036P108 CONSTELLATION BRANDS 12,850 14,103
02079K107 ALPHABET INC CL C 19,181 260,668
907818108 UNION PACIFIC CORP 15,394 70,530
20030N101 COMCAST CORP CLASS A 8,522 26,031
87612E106 TARGET CORP 15,054 31,641
126650100 CVS HEALTH CORPORATI 5,908 13,041
254687106 WALT DISNEY CO 7,132 24,816
375558103 GILEAD SCIENCES INC 12,380 30,519
084670702 BERKSHIRE HATHAWAY I 18,913 120,133
150870103 CELANESE CORP 14,831 16,887
097023105 BOEING CO 11,657 44,407
037833100 APPLE INC 7,424 155,688
91324P102 UNITEDHEALTH GROUP I 8,331 48,491
46625H100 JPMORGAN CHASE & CO 25,774 142,239
641069406 NESTLE S.A. REGISTER 6,562 9,506
883556102 THERMO FISHER SCIENT 16,790 109,936
00287Y109 ABBVIE INC 13,675 15,611
00724F101 ADOBE INC 18,277 13,196
007903107 ADVANCED MICRO DEVIC 14,003 31,959
023135106 AMAZON COM INC COM 19,767 23,930
032654105 ANALOG DEVICES INC 13,330 20,207
09260D107 BLACKSTONE INC 15,121 14,242
09290D101 BLACKROCK INC 14,620 16,784
11135F101 BROADCOM INC 18,594 33,130
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC. 11,924 20,249
30303M102 META PLATFORMS INC 29,045 35,825
437076102 HOME DEPOT INC 16,587 16,857
49338L103 KEYSIGHT TECHNOLOGIE 7,636 10,817
532457108 ELI LILLY & CO COM 38,695 51,858
580135101 MCDONALDS CORP 11,897 12,600
58933Y105 MERCK & CO INC NEW 4,997 5,514
594918104 MICROSOFT CORP 23,781 25,817
609207105 MONDELEZ INTERNATION 7,740 7,309
75513E101 RTX CORP 6,197 10,047
855244109 STARBUCKS CORP COM 14,123 13,793
904767704 UNILEVER PLC - ADR    
911312106 UNITED PARCEL SERVIC 6,153 5,311
92826C839 VISA INC-CLASS A SHR 14,840 14,482
94106L109 WASTE MANAGEMENT INC 17,419 17,779
G29183103 EATON CORP PLC 20,003 21,085
H2906T109 GARMIN LTD 15,842 15,123
002824100 ABBOTT LABS 3,165 2,733
43300A203 HILTON WORLDWIDE HOL 14,547 19,403
620076307 MOTOROLA SOLUTIONS, 10,553 10,064
64110L106 NETFLIX INC 4,664 4,175
79466L302 SALESFORCE INC 4,937 4,246
90353T100 UBER TECHNOLOGIES IN 7,348 8,005
904767803 UNILEVER PLC ADR 11,133 12,153
925283103 VERSANT MEDIA GROUP 491 1,140
931142103 WALMART INC 4,248 5,957
98419M100 XYLEM INC/NY 5,423 6,204
N07059210 ASML HOLDING NV-NY R 6,543 14,230
N5505D105 MAGNUM ICE CREAM CO 601 710

TY 2025 InvestmentsOtherSchedule2
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922908629 VANGUARD MIDCAP VIPE AT COST 207,804 392,319
464287887 ISHARES S&P SMALL-CA AT COST 92,691 218,818
33739H101 FIRST TRUST GLOBAL T      
381430107 GOLDMAN SACHS ACTIVE AT COST 68,993 89,626
46090F100 INVESCO OPTIMUM YIEL AT COST 87,576 87,701
464287226 ISHARES CORE U.S. AG AT COST 607,961 631,320
464287242 ISHARES IBOXX $ INVE      
464288281 ISHARES JP MORGAN US AT COST 196,071 213,442
46432F842 ISHARES CORE MSCI EA AT COST 122,621 159,885
46434V613 ISHR CR UNVRSE USD B AT COST 287,790 293,429
46435U853 ISHARES BROAD USD HI AT COST 169,815 171,638
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 79,337 82,284
92206C664 VANGUARD RUSSELL 200 AT COST 39,652 47,214
92206C771 VANGUARD MORTGAGE-BA AT COST 123,770 127,548

TY 2025 OtherDecreasesSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Description Amount
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 9 9   0


TY 2025 OtherIncreasesSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Description Amount
MUTUAL FUND TIMING ADJ 516


TY 2025 OtherProfessionalFeesSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 24,650 24,650    


TY 2025 TaxesSchedule
Name:
SEEBE FRANCES TUW
EIN:
95-6795278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 734 734   0
FEDERAL TAX PAYMENT - PRIOR YE 2,017 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,908 0   0
FOREIGN TAXES ON NONQUALIFIED 134 134   0