TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
ROBERT MCLEAN FOUNDATION TRUST

% GILBERT M LEVINE

Number and street (or P.O. box number if mail is not delivered to street address) 530 MORRIS AVE STE 300
Room/suite

City or town
SPRINGFIELD

State or province
NJ

Country

ZIP or foreign postal code
07081

A Employer identification number

46-7026896

B Telephone number (see instructions)

9733769050

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,968,892J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...		213,437		213,437	0
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		List of Attached Documents: // Content	786,569
b	Gross sales price for all assets on line 6a 4,063,140
7	Capital gain net income (from Part IV, line 2)...				786,569
8	Net short-term capital gain.........
9	Income modifications...........					0
10a	Gross sales less returns and allowances	0
b	Less: Cost of goods sold....	0
c	Gross profit or (loss) (attach schedule).....			0		0
11	Other income (attach schedule).......			0	0	0
12	Total. Add lines 1 through 11........		1,000,006		1,000,006	0
13	Compensation of officers, directors, trustees, etc.		55,496		41,622	0	13,874
14	Other employee salaries and wages......		0		0	0	0
15	Pension plans, employee benefits.......		0		0	0	0
16a	Legal fees (attach schedule).........			0	0	0	0
b	Accounting fees (attach schedule).......			0	0	0	0
c	Other professional fees (attach schedule)....		List of Attached Documents: // Content	60,636	45,477	0	15,159
17	Interest...............		0		0	0	0
18	Taxes (attach schedule) (see instructions)...		List of Attached Documents: // Content	8,785	3,785	0	0
19	Depreciation (attach schedule) and depletion...			0	0	0
20	Occupancy..............		0		0	0	0
21	Travel, conferences, and meetings.......		0		0	0	0
22	Printing and publications..........		0		0	0	0
23	Other expenses (attach schedule).......		List of Attached Documents: // Content	1,379	1,379	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........		126,296		92,263	0	29,033
25	Contributions, gifts, grants paid.......		628,600				628,600
26	Total expenses and disbursements. Add lines 24 and 25 ................		754,896		92,263	0	657,633
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements		245,110
b	Net investment income (if negative, enter -0-)				907,743
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	219,136	977,863	977,863
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	0	0
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts	0	0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	900,338	List of Attached Documents: // Content 843,204	893,341
	b	Investments—corporate stock (attach schedule).......	5,697,533	List of Attached Documents: // Content 5,241,891	7,120,265
	c	Investments—corporate bonds (attach schedule).......	944,610	List of Attached Documents: // Content 943,710	977,423
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	15	Other assets (describe )	0	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,761,617	8,006,668	9,968,892
	17	Accounts payable and accrued expenses..........	0	0
	18	Grants payable.................	0	0
	19	Deferred revenue.................	0	0
	20	Loans from officers, directors, trustees, and other disqualified persons	0	0
	21	Mortgages and other notes payable (attach schedule)......		0
	22	Other liabilities (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 0
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	7,761,617	8,006,668
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	7,761,617	8,006,668
	30	Total liabilities and net assets/fund balances (see instructions).	7,761,617	8,006,668

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

7,761,617

Enter amount from Part I, line 27a .....................

245,110

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

8,006,727

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

8,006,668

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	Public Traded Securities
b	Public Traded Securities
c	Public Traded Securities
d	Public Traded Securities
e	Public Traded Securities
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,809	11,746	-2,937
b	2,549	3,356	-807
c	850	1,148	-298
d	5,978	7,461	-1,483
e	5,518	6,979	-1,461
	1,381	1,745	-364
	10,131	11,680	-1,549
	10,071	11,822	-1,751
	6,251	7,313	-1,062
	4,862	5,778	-916
	1,542	1,260	282
	8,163	6,131	2,032
	4,509	3,444	1,065
	5,582	3,276	2,306
	3,536	4,400	-864
	4,950	6,463	-1,513
	1,702	3,626	-1,924
	1,277	2,754	-1,477
	1,338	2,515	-1,177
	2,840	5,316	-2,476
	2,107	4,036	-1,929
	180	351	-171
	1,945	3,766	-1,821
	4,577	8,755	-4,178
	3,777	3,777	0
	6,702	6,702	0
	25,234	20,003	5,231
	1,399	1,009	390
	1,399	1,018	381
	6,829	5,060	1,769
	854	630	224
	3,811	2,940	871
	7,814	7,503	311
	5,809	4,808	1,001
	1,477	1,223	254
	25,896	22,346	3,550
	12,891	13,562	-671
	10,585	12,029	-1,444
	7,386	8,373	-987
	19,629	13,245	6,384
	1,746	1,311	435
	3,744	2,754	990
	26,006	13,376	12,630
	26,184	17,482	8,702
	7,973	5,117	2,856
	36,039	23,451	12,588
	21,885	12,650	9,235
	1,974	641	1,333
	9,617	3,561	6,056
	16,149	6,623	9,526
	24,380	16,357	8,023
	7,264	852	6,412
	39,436	3,808	35,628
	11,697	10,380	1,317
	1,589	1,297	292
	7,246	6,487	759
	2,898	3,502	-604
	5,657	7,004	-1,347
	3,599	1,735	1,864
	1,661	816	845
	7,926	3,878	4,048
	24,615	10,122	14,493
	5,786	1,968	3,818
	29,873	8,247	21,626
	2,557	1,893	664
	8,301	8,245	56
	6,275	8,582	-2,307
	3,344	4,627	-1,283
	1,566	1,044	522
	12,185	9,394	2,791
	1,078	546	532
	1,636	818	818
	8,042	4,091	3,951
	4,675	3,547	1,128
	14,340	10,051	4,289
	18,634	13,598	5,036
	11,757	6,503	5,254
	3,399	2,338	1,061
	12,654	8,573	4,081
	14,489	6,527	7,962
	12,780	5,875	6,905
	6,447	2,937	3,510
	13,620	6,201	7,419
	27,124	12,076	15,048
	21,777	11,423	10,354
	8,186	1,691	6,495
	12,635	2,452	10,183
	14,442	2,452	11,990
	68,535	11,077	57,458
	13,031	7,317	5,714
	51,988	26,105	25,883
	16,190	8,002	8,188
	1,805	1,309	496
	13,118	8,443	4,675
	4,678	3,011	1,667
	15,809	9,839	5,970
	2,026	1,260	766
	10,213	6,047	4,166
	2,151	1,249	902
	6,785	3,748	3,037
	7,581	6,089	1,492
	1,830	1,435	395
	1,307	1,046	261
	1,830	1,457	373
	1,038	832	206
	519	422	97
	5,543	5,277	266
	2,107	1,561	546
	10,636	8,586	2,050
	13,163	10,399	2,764
	13,946	11,248	2,698
	12,122	9,762	2,360
	5,388	4,061	1,327
	5,998	4,569	1,429
	7,760	5,838	1,922
	14,431	14,969	-538
	1,273	1,656	-383
	5,063	6,622	-1,559
	7,619	5,323	2,296
	4,135	2,887	1,248
	2,375	1,714	661
	11,981	7,488	4,493
	7,730	4,511	3,219
	1,518	1,089	429
	3,960	3,268	692
	1,320	1,094	226
	15,176	14,343	833
	4,619	4,897	-278
	5,278	5,677	-399
	21,676	37,212	-15,536
	1,047	729	318
	3,571	2,431	1,140
	15,975	11,182	4,793
	36,000	35,478	522
	3,060	3,024	36
	12,000	11,909	91
	3,929	3,919	10
	6,871	6,794	77
	7,061	6,863	198
	8,867	8,431	436
	9,000	8,674	326
	3,000	2,924	76
	35,138	34,044	1,094
	9,000	8,819	181
	2,977	2,882	95
	9,000	8,910	90
	2,990	2,925	65
	34,000	33,152	848
	9,289	9,253	36
	966	925	41
	8,606	8,321	285
	8,839	8,702	137
	11,000	10,717	283
	9,000	8,739	261
	2,991	2,916	75
	34,000	33,045	955
	9,000	8,807	193
	9,000	9,000	0
	64,173	59,445	4,728
	9,021	8,946	75
	8,960	8,602	358
	9,000	8,873	127
	9,000	8,929	71
	9,674	9,010	664
	2,000	1,966	34
	4,000	3,935	65
	2,000	1,968	32
	2,000	1,968	32
	2,999	2,852	147
	9,965	9,397	568
	53,526	51,034	2,492
	59,644	57,156	2,488
	1,945	1,880	65
	16,549	16,827	-278
	660	552	108
	704	510	194
	3,167	2,094	1,073
	4,487	2,967	1,520
	6,331	4,189	2,142
	9,758	6,458	3,300
	1,056	698	358
	1,440	1,698	-258
	1,302	813	489
	704	449	255
	763	499	264
	9,554	17,185	-7,631
	1,147	1,163	-16
	890	787	103
	1,323	924	399
	10,966	5,609	5,357
	872	749	123
	6,404	3,001	3,403
	1,083	487	596
	1,161	789	372
	8,533	5,916	2,617
	2,319	1,578	741
	1,128	789	339
	1,999	1,335	664
	966	1,108	-142
	1,508	1,676	-168
	1,018	685	333
	1,454	1,222	232
	909	764	145
	2,487	2,088	399
	937	815	122
	1,141	1,018	123
	743	662	81
	932	866	66
	1,594	1,477	117
	846	764	82
	717	762	-45
	956	754	202
	9,107	9,002	105
	182	173	9
	3,261	3,116	145
	1,068	1,084	-16
	891	1,107	-216
	1,409	1,119	290
	762	615	147
	1,016	821	195
	1,305	1,358	-53
	4,553	4,526	27
	4,097	5,142	-1,045
	6,028	9,642	-3,614
	5,841	5,966	-125
	1,638	1,422	216
	3,167	4,511	-1,344
	1,678	1,678	0
	4,922	4,185	737
	2,193	2,574	-381
	4,044	4,872	-828
	3,473	3,402	71
	1,839	1,593	246
	4,069	3,410	659
	2,763	2,575	188
	3,044	3,183	-139
	4,609	4,720	-111
	3,893	4,438	-545
	1,250	1,020	230
	5,677	4,473	1,204
	5,373	4,154	1,219
	2	2	0
	156	159	-3
	352	359	-7
	1,985	1,874	111
	5,366	3,280	2,086
	6,133	4,853	1,280
	3,785	3,827	-42
	5,118	3,663	1,455
	12,462	8,198	4,264
	4,115	3,047	1,068
	6,800	5,724	1,076
	6,866	8,754	-1,888
	4,977	4,916	61
	8,492	7,121	1,371
	9,781	9,107	674
	5,302	6,790	-1,488
	932	901	31
	13,850	11,469	2,381
	11,119	10,746	373
	1,251	2,003	-752
	1,855	3,286	-1,431
	1,024	948	76
	1,783	2,066	-283
	3,559	3,845	-286
	4,452	3,523	929
	1,916	1,399	517
	6,675	4,822	1,853
	3,298	2,840	458
	6,947	7,760	-813
	4,082	4,249	-167
	1,227	1,626	-399
	1,004	1,372	-368
	6,373	7,129	-756
	1,738	1,978	-240
	9,119	8,939	180
	6,205	6,753	-548
	6,116	6,332	-216
	3,605	4,712	-1,107
	3,702	3,425	277
	8,822	6,157	2,665
	3,525	1,963	1,562
	2,151	1,160	991
	3,717	2,021	1,696
	4,583	3,940	643
	582	481	101
	190	160	30
	632	535	97
	7,136	6,027	1,109
	5,705	4,376	1,329
	6,026	6,006	20
	8,207	7,855	352
	11,374	8,585	2,789
	3,636	2,752	884
	3,396	5,013	-1,617
	5,239	8,427	-3,188
	6,681	5,346	1,335
	6,455	4,867	1,588
	6,287	5,004	1,283
	6,900	5,382	1,518
	10,730	8,571	2,159
	7,324	4,008	3,316
	3,674	3,038	636
	4,647	3,470	1,177
	7,996	5,816	2,180
	5,121	4,341	780
	3,566	3,143	423
	3,950	3,868	82
	1,606	1,451	155
	981	990	-9
	7,015	6,708	307
	14,409	10,420	3,989
	7,395	9,467	-2,072
	9,468	10,094	-626
	3,346	3,505	-159
	6,710	6,705	5
	5,078	2,931	2,147
	8,432	7,867	565
	7,551	10,281	-2,730
	1,893	2,150	-257
	5,875	4,413	1,462
	2,332	2,037	295
	3,419	3,692	-273
	5,621	5,167	454
	5,312	3,868	1,444
	2,294	1,596	698
	14,427	17,239	-2,812
	8,792	3,992	4,800
	4,001	1,767	2,234
	9,779	7,349	2,430
	4,103	3,877	226
	16,857	11,925	4,932
	1,819	898	921
	6,740	3,185	3,555
	22,582	12,288	10,294
	6,805	3,572	3,233
	8,636	4,572	4,064
	4,950	4,724	226
	3,873	2,250	1,623
	1,738	1,034	704
	6,020	6,197	-177
	8,647	11,165	-2,518
	4,427	6,254	-1,827
	2,800	2,642	158
	4,835	5,196	-361
	16,086	6,812	9,274
	1,969	921	1,048
	2,851	1,013	1,838
	3,344	1,013	2,331
	5,534	3,674	1,860
	4,963	3,998	965
	4,303	2,587	1,716
	2,467	1,796	671
	4,751	3,857	894
	441	551	-110
	623	771	-148
	5,117	6,171	-1,054
	5,120	4,295	825
	12,922	14,243	-1,321
	3,369	3,659	-290
	6,154	6,599	-445
	1	1	0
	2,164	2,509	-345
	2,082	3,293	-1,211
	1,384	1,286	98
	11,883	11,386	497
	17,848	13,503	4,345
	14,160	13,805	355
	943	939	4
	13,475	14,477	-1,002
	1,235	1,161	74
	15,235	11,073	4,162
	10,439	7,511	2,928
	10,810	10,112	698
	1,441	1,336	105
	3,031	3,564	-533
	2,528	2,935	-407
	498	569	-71
	6,473	7,450	-977
	1,225	1,314	-89
	11,980	10,771	1,209
	7,758	7,093	665
	2,020	2,061	-41
	1,415	1,362	53
	17,462	13,705	3,757
	8,473	11,238	-2,765
	3,389	3,896	-507
	8,896	10,014	-1,118
	4,864	5,080	-216
	6,237	5,977	260
	4,054	3,844	210
	6,076	5,879	197
	24,848	38,029	-13,181
	6,626	10,055	-3,429
	6,046	9,340	-3,294
	3,313	4,003	-690
	12,376	10,781	1,595
	6,483	5,401	1,082
	17,090	13,676	3,414
	6,033	4,054	1,979
	5,309	3,209	2,100
	13,725	10,503	3,222
	24,496	31,453	-6,957
	2,693	3,526	-833
	5,102	6,281	-1,179
	2,976	3,556	-580
	11,652	13,443	-1,791
	756	846	-90
	3,532	3,674	-142
	19,734	23,630	-3,896
	2,416	3,421	-1,005
	794	1,140	-346
	4,759	10,263	-5,504
	10,047	21,505	-11,458
	6,345	13,600	-7,255
	793	1,735	-942
	3,702	8,106	-4,404
	3,702	7,210	-3,508
	6,874	13,445	-6,571
	10,162	9,540	622
	2,736	2,445	291
	3,453	3,161	292
	1,381	1,484	-103
	2,360	2,523	-163
	1,968	1,362	606
	1,964	1,375	589
	18,675	11,135	7,540
	8,691	8,264	427
	9,381	8,999	382
	1,149	1,156	-7
	12,144	6,247	5,897
	1,652	914	738
	18,050	7,771	10,279
	10,621	4,723	5,898
	1,794	1,610	184
	17,136	13,139	3,997
	22,827	12,063	10,764
	1,224	548	676
	13,263	3,473	9,790
	13,239	3,564	9,675
	22,000	6,123	15,877
	1,126	862	264
	11,966	9,483	2,483
	7,299	5,819	1,480
	909	1,142	-233
	6,530	8,562	-2,032
	864	680	184
	10,059	6,550	3,509
	2,737	2,873	-136
	3,755	3,970	-215
	2,991	3,179	-188
	318	341	-23
	9,090	10,363	-1,273
	718	830	-112
	5,192	6,089	-897
	5,723	6,671	-948
	3,361	3,920	-559
	3,656	4,678	-1,022
	884	1,140	-256
	2,258	2,888	-630
	12,168	10,620	1,548
	2,011	1,959	52
	13,285	12,579	706
	15,663	14,126	1,537
	3,485	3,375	110
	24,545	12,810	11,735
	1,130	641	489
	18,803	8,007	10,796
	10,917	4,484	6,433
	1,088	1,062	26
	14,132	12,749	1,383
	17,749	14,585	3,164
	2,508	2,065	443
	2,779	676	2,103
	11,771	2,460	9,311
	16,774	3,404	13,370
	2,728	2,352	376
	13,155	10,978	2,177
	14,076	12,154	1,922
	17,173	17,662	-489
	488	442	46
	12,709	13,247	-538
	11,588	9,855	1,733
	1,870	1,598	272
	18,886	17,579	1,307
	12,250	6,961	5,289
	1,555	963	592
	18,732	8,738	9,994
	10,649	4,887	5,762
	1,565	1,355	210
	12,879	8,905	3,974
	24,377	16,842	7,535
	13,407	9,292	4,115
	4,715	3,097	1,618
	1,361	1,007	354
	13,127	6,044	7,083
	12,630	4,701	7,929
	24,514	9,291	15,223
	10,358	4,254	6,104
	9,894	4,589	5,305
	2,092	1,947	145
	14,724	14,377	347
	10,597	10,633	-36
	946	931	15
	12,824	10,549	2,275
	11,904	7,334	4,570
	1,960	1,236	724
	22,693	10,631	12,062
	8,926	8,926	0
	23,677	22,123	1,554
	13,815	13,088	727
	212	199	13
	1,062	674	388
	11,785	7,582	4,203
	7,278	4,549	2,729
	10,501	6,571	3,930
	12,073	11,794	279
	7,687	7,566	121
	3,362	1,856	1,506
	13,304	7,479	5,825
	23,337	11,846	11,491
	2,293	1,251	1,042
	19,456	9,362	10,094
	10,549	5,044	5,505
	11,975	11,324	651
	889	747	142
	12,538	10,453	2,085
	4,006	3,609	397
	9,807	9,397	410
	17,762	10,309	7,453
	10,651	10,701	-50
	3,574	2,788	786

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	0	0	0	-2,937
b	0	0	0	-807
c	0	0	0	-298
d	0	0	0	-1,483
e	0	0	0	-1,461
	0	0	0	-364
	0	0	0	-1,549
	0	0	0	-1,751
	0	0	0	-1,062
	0	0	0	-916
	0	0	0	282
	0	0	0	2,032
	0	0	0	1,065
	0	0	0	2,306
	0	0	0	-864
	0	0	0	-1,513
	0	0	0	-1,924
	0	0	0	-1,477
	0	0	0	-1,177
	0	0	0	-2,476
	0	0	0	-1,929
	0	0	0	-171
	0	0	0	-1,821
	0	0	0	-4,178
	0	0	0	0
	0	0	0	0
	0	0	0	5,231
	0	0	0	390
	0	0	0	381
	0	0	0	1,769
	0	0	0	224
	0	0	0	871
	0	0	0	311
	0	0	0	1,001
	0	0	0	254
	0	0	0	3,550
	0	0	0	-671
	0	0	0	-1,444
	0	0	0	-987
	0	0	0	6,384
	0	0	0	435
	0	0	0	990
	0	0	0	12,630
	0	0	0	8,702
	0	0	0	2,856
	0	0	0	12,588
	0	0	0	9,235
	0	0	0	1,333
	0	0	0	6,056
	0	0	0	9,526
	0	0	0	8,023
	0	0	0	6,412
	0	0	0	35,628
	0	0	0	1,317
	0	0	0	292
	0	0	0	759
	0	0	0	-604
	0	0	0	-1,347
	0	0	0	1,864
	0	0	0	845
	0	0	0	4,048
	0	0	0	14,493
	0	0	0	3,818
	0	0	0	21,626
	0	0	0	664
	0	0	0	56
	0	0	0	-2,307
	0	0	0	-1,283
	0	0	0	522
	0	0	0	2,791
	0	0	0	532
	0	0	0	818
	0	0	0	3,951
	0	0	0	1,128
	0	0	0	4,289
	0	0	0	5,036
	0	0	0	5,254
	0	0	0	1,061
	0	0	0	4,081
	0	0	0	7,962
	0	0	0	6,905
	0	0	0	3,510
	0	0	0	7,419
	0	0	0	15,048
	0	0	0	10,354
	0	0	0	6,495
	0	0	0	10,183
	0	0	0	11,990
	0	0	0	57,458
	0	0	0	5,714
	0	0	0	25,883
	0	0	0	8,188
	0	0	0	496
	0	0	0	4,675
	0	0	0	1,667
	0	0	0	5,970
	0	0	0	766
	0	0	0	4,166
	0	0	0	902
	0	0	0	3,037
	0	0	0	1,492
	0	0	0	395
	0	0	0	261
	0	0	0	373
	0	0	0	206
	0	0	0	97
	0	0	0	266
	0	0	0	546
	0	0	0	2,050
	0	0	0	2,764
	0	0	0	2,698
	0	0	0	2,360
	0	0	0	1,327
	0	0	0	1,429
	0	0	0	1,922
	0	0	0	-538
	0	0	0	-383
	0	0	0	-1,559
	0	0	0	2,296
	0	0	0	1,248
	0	0	0	661
	0	0	0	4,493
	0	0	0	3,219
	0	0	0	429
	0	0	0	692
	0	0	0	226
	0	0	0	833
	0	0	0	-278
	0	0	0	-399
	0	0	0	-15,536
	0	0	0	318
	0	0	0	1,140
	0	0	0	4,793
	0	0	0	522
	0	0	0	36
	0	0	0	91
	0	0	0	10
	0	0	0	77
	0	0	0	198
	0	0	0	436
	0	0	0	326
	0	0	0	76
	0	0	0	1,094
	0	0	0	181
	0	0	0	95
	0	0	0	90
	0	0	0	65
	0	0	0	848
	0	0	0	36
	0	0	0	41
	0	0	0	285
	0	0	0	137
	0	0	0	283
	0	0	0	261
	0	0	0	75
	0	0	0	955
	0	0	0	193
	0	0	0	0
	0	0	0	4,728
	0	0	0	75
	0	0	0	358
	0	0	0	127
	0	0	0	71
	0	0	0	664
	0	0	0	34
	0	0	0	65
	0	0	0	32
	0	0	0	32
	0	0	0	147
	0	0	0	568
	0	0	0	2,492
	0	0	0	2,488
	0	0	0	65
	0	0	0	-278
	0	0	0	108
	0	0	0	194
	0	0	0	1,073
	0	0	0	1,520
	0	0	0	2,142
	0	0	0	3,300
	0	0	0	358
	0	0	0	-258
	0	0	0	489
	0	0	0	255
	0	0	0	264
	0	0	0	-7,631
	0	0	0	-16
	0	0	0	103
	0	0	0	399
	0	0	0	5,357
	0	0	0	123
	0	0	0	3,403
	0	0	0	596
	0	0	0	372
	0	0	0	2,617
	0	0	0	741
	0	0	0	339
	0	0	0	664
	0	0	0	-142
	0	0	0	-168
	0	0	0	333
	0	0	0	232
	0	0	0	145
	0	0	0	399
	0	0	0	122
	0	0	0	123
	0	0	0	81
	0	0	0	66
	0	0	0	117
	0	0	0	82
	0	0	0	-45
	0	0	0	202
	0	0	0	105
	0	0	0	9
	0	0	0	145
	0	0	0	-16
	0	0	0	-216
	0	0	0	290
	0	0	0	147
	0	0	0	195
	0	0	0	-53
	0	0	0	27
	0	0	0	-1,045
	0	0	0	-3,614
	0	0	0	-125
	0	0	0	216
	0	0	0	-1,344
	0	0	0	0
	0	0	0	737
	0	0	0	-381
	0	0	0	-828
	0	0	0	71
	0	0	0	246
	0	0	0	659
	0	0	0	188
	0	0	0	-139
	0	0	0	-111
	0	0	0	-545
	0	0	0	230
	0	0	0	1,204
	0	0	0	1,219
	0	0	0	0
	0	0	0	-3
	0	0	0	-7
	0	0	0	111
	0	0	0	2,086
	0	0	0	1,280
	0	0	0	-42
	0	0	0	1,455
	0	0	0	4,264
	0	0	0	1,068
	0	0	0	1,076
	0	0	0	-1,888
	0	0	0	61
	0	0	0	1,371
	0	0	0	674
	0	0	0	-1,488
	0	0	0	31
	0	0	0	2,381
	0	0	0	373
	0	0	0	-752
	0	0	0	-1,431
	0	0	0	76
	0	0	0	-283
	0	0	0	-286
	0	0	0	929
	0	0	0	517
	0	0	0	1,853
	0	0	0	458
	0	0	0	-813
	0	0	0	-167
	0	0	0	-399
	0	0	0	-368
	0	0	0	-756
	0	0	0	-240
	0	0	0	180
	0	0	0	-548
	0	0	0	-216
	0	0	0	-1,107
	0	0	0	277
	0	0	0	2,665
	0	0	0	1,562
	0	0	0	991
	0	0	0	1,696
	0	0	0	643
	0	0	0	101
	0	0	0	30
	0	0	0	97
	0	0	0	1,109
	0	0	0	1,329
	0	0	0	20
	0	0	0	352
	0	0	0	2,789
	0	0	0	884
	0	0	0	-1,617
	0	0	0	-3,188
	0	0	0	1,335
	0	0	0	1,588
	0	0	0	1,283
	0	0	0	1,518
	0	0	0	2,159
	0	0	0	3,316
	0	0	0	636
	0	0	0	1,177
	0	0	0	2,180
	0	0	0	780
	0	0	0	423
	0	0	0	82
	0	0	0	155
	0	0	0	-9
	0	0	0	307
	0	0	0	3,989
	0	0	0	-2,072
	0	0	0	-626
	0	0	0	-159
	0	0	0	5
	0	0	0	2,147
	0	0	0	565
	0	0	0	-2,730
	0	0	0	-257
	0	0	0	1,462
	0	0	0	295
	0	0	0	-273
	0	0	0	454
	0	0	0	1,444
	0	0	0	698
	0	0	0	-2,812
	0	0	0	4,800
	0	0	0	2,234
	0	0	0	2,430
	0	0	0	226
	0	0	0	4,932
	0	0	0	921
	0	0	0	3,555
	0	0	0	10,294
	0	0	0	3,233
	0	0	0	4,064
	0	0	0	226
	0	0	0	1,623
	0	0	0	704
	0	0	0	-177
	0	0	0	-2,518
	0	0	0	-1,827
	0	0	0	158
	0	0	0	-361
	0	0	0	9,274
	0	0	0	1,048
	0	0	0	1,838
	0	0	0	2,331
	0	0	0	1,860
	0	0	0	965
	0	0	0	1,716
	0	0	0	671
	0	0	0	894
	0	0	0	-110
	0	0	0	-148
	0	0	0	-1,054
	0	0	0	825
	0	0	0	-1,321
	0	0	0	-290
	0	0	0	-445
	0	0	0	0
	0	0	0	-345
	0	0	0	-1,211
	0	0	0	98
	0	0	0	497
	0	0	0	4,345
	0	0	0	355
	0	0	0	4
	0	0	0	-1,002
	0	0	0	74
	0	0	0	4,162
	0	0	0	2,928
	0	0	0	698
	0	0	0	105
	0	0	0	-533
	0	0	0	-407
	0	0	0	-71
	0	0	0	-977
	0	0	0	-89
	0	0	0	1,209
	0	0	0	665
	0	0	0	-41
	0	0	0	53
	0	0	0	3,757
	0	0	0	-2,765
	0	0	0	-507
	0	0	0	-1,118
	0	0	0	-216
	0	0	0	260
	0	0	0	210
	0	0	0	197
	0	0	0	-13,181
	0	0	0	-3,429
	0	0	0	-3,294
	0	0	0	-690
	0	0	0	1,595
	0	0	0	1,082
	0	0	0	3,414
	0	0	0	1,979
	0	0	0	2,100
	0	0	0	3,222
	0	0	0	-6,957
	0	0	0	-833
	0	0	0	-1,179
	0	0	0	-580
	0	0	0	-1,791
	0	0	0	-90
	0	0	0	-142
	0	0	0	-3,896
	0	0	0	-1,005
	0	0	0	-346
	0	0	0	-5,504
	0	0	0	-11,458
	0	0	0	-7,255
	0	0	0	-942
	0	0	0	-4,404
	0	0	0	-3,508
	0	0	0	-6,571
	0	0	0	622
	0	0	0	291
	0	0	0	292
	0	0	0	-103
	0	0	0	-163
	0	0	0	606
	0	0	0	589
	0	0	0	7,540
	0	0	0	427
	0	0	0	382
	0	0	0	-7
	0	0	0	5,897
	0	0	0	738
	0	0	0	10,279
	0	0	0	5,898
	0	0	0	184
	0	0	0	3,997
	0	0	0	10,764
	0	0	0	676
	0	0	0	9,790
	0	0	0	9,675
	0	0	0	15,877
	0	0	0	264
	0	0	0	2,483
	0	0	0	1,480
	0	0	0	-233
	0	0	0	-2,032
	0	0	0	184
	0	0	0	3,509
	0	0	0	-136
	0	0	0	-215
	0	0	0	-188
	0	0	0	-23
	0	0	0	-1,273
	0	0	0	-112
	0	0	0	-897
	0	0	0	-948
	0	0	0	-559
	0	0	0	-1,022
	0	0	0	-256
	0	0	0	-630
	0	0	0	1,548
	0	0	0	52
	0	0	0	706
	0	0	0	1,537
	0	0	0	110
	0	0	0	11,735
	0	0	0	489
	0	0	0	10,796
	0	0	0	6,433
	0	0	0	26
	0	0	0	1,383
	0	0	0	3,164
	0	0	0	443
	0	0	0	2,103
	0	0	0	9,311
	0	0	0	13,370
	0	0	0	376
	0	0	0	2,177
	0	0	0	1,922
	0	0	0	-489
	0	0	0	46
	0	0	0	-538
	0	0	0	1,733
	0	0	0	272
	0	0	0	1,307
	0	0	0	5,289
	0	0	0	592
	0	0	0	9,994
	0	0	0	5,762
	0	0	0	210
	0	0	0	3,974
	0	0	0	7,535
	0	0	0	4,115
	0	0	0	1,618
	0	0	0	354
	0	0	0	7,083
	0	0	0	7,929
	0	0	0	15,223
	0	0	0	6,104
	0	0	0	5,305
	0	0	0	145
	0	0	0	347
	0	0	0	-36
	0	0	0	15
	0	0	0	2,275
	0	0	0	4,570
	0	0	0	724
	0	0	0	12,062
	0	0	0	0
	0	0	0	1,554
	0	0	0	727
	0	0	0	13
	0	0	0	388
	0	0	0	4,203
	0	0	0	2,729
	0	0	0	3,930
	0	0	0	279
	0	0	0	121
	0	0	0	1,506
	0	0	0	5,825
	0	0	0	11,491
	0	0	0	1,042
	0	0	0	10,094
	0	0	0	5,505
	0	0	0	651
	0	0	0	142
	0	0	0	2,085
	0	0	0	397
	0	0	0	410
	0	0	0	7,453
	0	0	0	-50
	0	0	0	786

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	786,569
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	12,618
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
3	Add lines 1 and 2...........................	3	12,618
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	12,618
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	10,368
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	14,900
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	25,268
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
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	12,650
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax12,650	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ 0(2) On foundation managers.$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 . Click to see attachment

List of Attached Documents:

// Content

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website addressN A

The books are in care ofGILBERT M LEVINE Telephone no. (973) 376-9050

Located at530 MORRIS AVE STE 300LEVINE HADDAD AND GREGORY LLCSPRINGFIELDNJ ZIP+407081

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
JOHN F HOLZINGER JR List of Attached Documents: // Content	TRUSTEE 1.00	13,874
LEVINE HADDAD GREGORY LLC 530 MORRIS AVENUE SUITE 300 SPRINGFIELD,NJ07081	TRUSTEE 1.00	13,874
ANNE VANDYKE List of Attached Documents: // Content	TRUSTEE 1.00	13,874
LEVINE HADDAD GREGORY LLC 530 MORRIS AVENUE SUITE 300 SPRINGFIELD,CT07081	TRUSTEE 1.00	13,874
KATHLEEN HAMILTON List of Attached Documents: // Content	TRUSTEE 1.00	13,874
LEVINE HADDAD GREGORY LLC 530 MORRIS AVENUE SUITE 300 SPRINGFIELD,NJ07081	TRUSTEE 1.00	13,874
LAURA MAMADOPOLOUS List of Attached Documents: // Content	TRUSTEE 1.00	13,874
LEVINE HADDAD GREGORY LLC 530 MORRIS AVENUE SUITE 300 SPRINGFIELD,NJ07081	TRUSTEE 1.00	13,874

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...................

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 arrow

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	NONE
2	NONE
All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................0

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,486,502

Average of monthly cash balances.......................

1,083,052

Fair market value of all other assets (see instructions)................

517,146

Total (add lines 1a, 1b, and 1c).......................

10,086,700

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) Click to see attachment

List of Attached Documents:

// Content

.............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,086,700

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

151,301

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

9,935,400

Minimum investment return. Enter 5% (0.05) of line 5 ................

496,770

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.)

Minimum investment return from Part IX, line 6..................

496,770

Tax on investment income for 2025 from Part V, line 5 .......

12,618

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

12,618

Distributable amount before adjustments. Subtract line 2c from line 1............

484,152

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

484,152

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

484,152

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

657,633

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) Click to see attachment

List of Attached Documents:

// Content

.................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

657,633

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					484,152
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......	31,785
b From 2021......	0
c From 2022......	15,393
d From 2023......	7,691
e From 2024......	76,918
f Total of lines 3a through e ........		131,787
4Qualifying distributions for 2025 from Part
XI, line 4: $ 657,633
a Applied to 2024, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....					484,152
e Remaining amount distributed out of corpus		173,481
5 Excess distributions carryover applied to 2025.
(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		305,268
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		31,785
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		273,483
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....	15,393
c Excess from 2023 ....	7,691
d Excess from 2024 ....	76,918
e Excess from 2025 ....	173,481

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 e-mail address of the person to whom applications should be addressed:

JOHN F HOLZINGER JR
274 HARDSCRABBLE ROAD
NORTH SALEM,NY10560
(973) 379-3820
jfh@barhiteandholzinger. com

bThe form in which applications should be submitted and information and materials they should include:

A WRITTEN REQUEST SUMMARIZING THE PURPOSE OF THE ORGANIZATION REASON FOR THE REQUEST MEMBERS OF THE BOARD AND TAX IDENTIFICATION NUMBER.

cAny submission deadlines:

SEPTEMBER 30TH

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

AWARDS ARE GRANTED TO CHARITABLE ORGANIZATIONS EITHER SUPPORTED BY ROBERT D MCLEAN DURING HIS LIFETIME OR SUPPORTED BY THE TRUSTEES OF THE FOUNDATION.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ANIMAL NATION PO BOX 905 RYE,NY10580	No Relationship		OPERATING EXPENSES	33,000
BOBBI AND THE STRAYS 107 57 100TH STREET OZONE PARK,NY114172634	No Relationship		OPERATING EXPENSES	1,500
MT PLEASANT ANIMAL SHELTER 194 ROUTE 10 WEST EAST HANOVER,NJ07936	No Relationship		OPERATING EXPENSES	19,500
UNION CONGREGATIONAL CHURCH 176 COOPER AVENUE MONTCLAIR,NJ07042	No Relationship		OPERATING EXPENSES	1,500
STANDARDBRED RETIREMENT FOUNDATION 353 SWEETMANS LANCE MILLSTONE,NJ08535	No Relationship		OPERATING EXPENSES	16,000
WOMENS CLUB OF UPPER MONTCLAIR 200 COOPER AVENUE UPPER MONTCLAIR,NJ07043	No Relationship		OPERATING EXPENSES	1,500
FRIENDS OF KAREN INC 118 TITICUS ROAD NORTH SALEN,NY10560	No Relationship		OPERATING EXPENSES	24,000
BAT CONSERVANCY INTERNATIONAL 500 N CAPITAL OF TEXAS HWY AUSTIN,TX78759	No Relationship		OPERATING EXPENSES	15,000
OCEAN ALLIANCE 32 HORTON STREET GLOUCESTER,MA01930	No Relationship		OPERATING EXPENSES	58,500
PUTNAM COUNTY HUMANE SOCIETY PO BOX 297 CARMEL,NY10512	No Relationship		OPERATING EXPENSES	16,000
AVERYCOPP HOUSE MUSEUM 154 THAMES STREET GROTON,CT06340	No Relationship		OPERATING EXPENSES	5,000
RMMS FOUNDATION PO BOX 1306 NEW LONDON,CT06320	No Relationship		OPERATING EXPENSES	15,000
UNDUE MEDICAL DEBT 28 07 JACKSON AVE 5TH FL LONG ISLAND,NY111013459	No Relationship		OPERATING EXPENSES	15,000
TEAM MOBILE FELINE UNIT PO BOX 591 WESTBROOK,CT06498	No Relationship		OPERATING EXPENSES	15,000
ELEVENTH HOUR RESCUE PO BOX 218 ROCKAWAY,NJ07866	No Relationship		OPERATING EXPENSES	25,000
MYSTIC PAPER BEASTS THEATER COMPANY 8 HANCOX STREET STONINGTON,CT06378	No Relationship		OPERATING EXPENSES	10,000
NEW FREEDOM FARM PO BOX 125 BUCHAMAM,VA24066	No Relationship		OPERATING EXPENSES	9,000
PET RESCUE PO BOX 393 LARCHMONT,NY10538	No Relationship		OPERATING EXPENSES	12,000
WARRIOR RANCH FOUNDATION 1179 EDWARDS AVENUE CALVERTON,NY11933	No Relationship		OPERATING EXPENSES	5,000
BEST FRIENDS ANIAL SOCIETY 5001 ANGEL CANYON ROAD KANAB,UT847415000	No Relationship		OPERATING EXPENSES	25,000
NEW ENGLAND ANIMAL HEALTH 38 BAYWAY AVENUE BRIGHTWATERS,NY11718	No Relationship		OPERATING EXPENSES	111,600
BILL MEMORIAL LIBRARY 240 MONUMENT ST GROTON,CT063403915	No Relationship		OPERATING EXPENSES	16,000
THE POUND ANIMAL WELFARE SOCIETY OF MONTCLAIR PO BOX 149 MONTCLAIR,NJ07042	No Relationship		OPERATING EXPENSES	23,500
PASADENA HUMANE SOCIETY 361 SOUTH RAYMOND AVENUE PASADENA,CA91105	No Relationship		OPERATING EXPENSES	25,000
PAWS FOR LIFE K9 RESCUE 100 190 RANCHO ROAD 365 THOUSAND OAKES,CA91362	No Relationship		OPERATING EXPENSES	50,000
THE SEEING EYE 1 SEEING EYE WAY MORRISTOWN,NJ07960	No Relationship		OPERATING EXPENSES	80,000
Total ................................. 3a				628,600

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a		0		0	0
b		0		0	0
c		0		0	0
d		0		0	0
e		0		0	0
f		0		0	0
		0		0	0
gFees and contracts from government agencies
2 Membership dues and assessments ....		0		0	0
3 Interest on savings and temporary cash investments ...........		0		0	0
4 Dividends and interest from securities ....		0	14	213,437	0
5 Net rental income or (loss) from real estate:
aDebt-financed property......		0		0	0
bNot debt-financed property.....		0		0	0
6 Net rental income or (loss) from personal property		0		0	0
7 Other investment income .....		0		0	0
8 Gain or (loss) from sales of assets other than inventory ............		0	18	786,569	0
9 Net income or (loss) from special events:		0		0	0
10 Gross profit or (loss) from sales of inventory		0		0	0
11 Other revenue: a		0		0	0
b		0		0	0
c		0		0	0
d		0		0	0
e		0		0	0
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,000,006	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,000,006

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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:	25022704
Software Version:	V2.0

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AECOM NTS B-E CALL at MW plus 50BP RATE 05.125 MATURES 03-15-27	0	0
AIR LEASE CORP 02.875 011526 DTD081720 FC011521 CALL at MW plus 45BP	0	0
AIR LEASE CORP NTS B-E 05.300 02-01-28 DTD O1-13-23 FC08-01-23	8,811	9,168
AMER AXLE & MANF INC NTS 04-01-27 DTD 10-01-17 FC 04-01-18	0	0
AMERIGAS PARTNERS NTS B-E 05.500 05-20-25 DTD 1228-16 FC 05-20-17	0	0
ASBURY AUTO GROUP INC NTS B-E RATE 04.500 MATURES 03-01-28	7,578	7,977
ASBURY AUTO GROUP INC NTS B-E RATE 04.750 MATURES 03-01-30	2,947	2,957
AT&T INC B-E OBP RATE 04.350 MATURES 03-01-29 CALLABLE	36,134	36,205
BANK OF AMERICA CORP NTS 05.080 01-20-27 DTD 10-30-23 FC 07-20-23	8,850	9,005
BANK OF AMERICA CORP NTS B-E RATE 02.015 MATURES 02-13-26	0	0
BANK OF AMERICA CORP NTS B-E RATE 1.734 MATURES 07-22-27	33,573	34,556
BANK OF NY MELLON CORP CLL at Mw plus 20 BP 5.188 MATURES 03-14-35	35,309	36,220
BLOCK INC NTS B-E CALL at MW plus 50BP 03.500 MATURES 06-01-31	11,719	12,218
BOYD GAMING CORP NTS B-E 04.750 120127 DTO060120 CALL at MW plus 50BP	8,465	8,988
BP CPTL MARK AMER INC CALL at MW plus 10BP RATE 04.868 MATURES 11-25-29	4,992	5,133
BRISTOL-MYERS SQUIBB CO CALL at MW plus 15BP RATE 04.900 MATURES 02-22-29	0	0
BRISTOL-MYERS SQUIBB CO CALL at MW plus 15BP RATE 05.100 MATURES 02-22-31	34,426	34,387
BROADCOM INC NTS B-E 04.150 111530 DTD050820 FC111520 CALL	9,129	9,968
CADENCE DESIGN SYS INC 2.5BP 4.3 MATURES 09-10-29	3,975	4,023
CANADIAN IMPERIAL BK CALL at MW plus 25BP RATE 06.092 MATURES 10-03-33	4,272	4,356
CEDAR FAIN-MAGNUM-MI CALL at MW plus 50BP RATE 05.375 MATURES 04-15-27	10,843	10,957
CEDAR FAIN-MAGNUM-MI CALL at MW plus 50BP RATE 06.5 MATURES 10-1-28	3,022	2,940
CELANESE US HLDGS LLC 0BP STEP CPN 6.83 MATURES 07-15-29	11,413	11,540
CENTENE CORP B-E 02.500 030131 DTD021721 FC090121 CALL at MW plus 50BP	8,733	9,497
CENTENE CORP NTS B-E 04.250 121527 DTD120619 CALL at MW plus 50BP	8,456	8,947
CHARLES SCHWAB CORP NTS 02.300 051331 DTD051321 FC111321 B-E	14,993	17,216
CHARTER COMM OPT LLC-CAP 02.800 040131 DTD041720 CALL at MW plus 35BP	8,858	9,907
CHARTER COMM OPT LLC-CAP 04.908 07-23-25 DTD 07-23-16 FC 01-23-17 CAL	0	0
CHEMOURS CO NTS B-E 05.375 05-15-27 DTD 05-23-17 FC111517 CALL	11,344	12,030
CHENIERE ENERGY INC NTS CALL at MW plus 50BP RATE 04.625 MATURES 101-15-28	3,854	3,995
CHENIERE ENERGY PARTNERS 04.000 03-01-31 DTD 09-01-21 CALL at MW plus 50BP	8,692	9,748
CITIGROUP INC 03.700 01-12-26 DTD 01-12-16 FC 07-12-16	32,668	33,996
CITIGROUP INC NTS B-E 03.070 022428 DTD021622 FC082422 CALL at MW plus 18BP	9,204	9,887
CLEVELAND-CLIFFS INC NTS 05.875 060127 DTD120119 CALL at MW plus 50BP	0	0
COMCAST CORP NTS B-E 03.950 10-15-25 DTD 10-05-18 FC 04-15-19 CALL	0	0
COMCAST CORP NTS B-E 04.250 10-15-30 CALL at MW plus 20BP	34,167	34,037
DANA HLDG CORP NTS B-E 05.375 111527 DTD112019 CALL at MW plus 50BP	8,539	8,985
DCP MIDSTREAM OPER LP 05.625 071527 DTD061720 FC011521 CALL	4,995	5,095
DISCOVERY COMM INC NTS 03.95 03-20-28 DTD 09-21-17 FC 03-20-18 CALL	8,606	8,840
DISCOVERY COMMUNICATIONS 03.625 051530 DTD051820 FC111520 CALL	8,839	9,206
DPL INC NTS B-E CALL at MW plus 50BP RATE 04.125 MATURES 07-01-25	0	0
ENCOMPASS HEALTH CORP NTS CALL at MW plus 50P 4.5 02-01-28	12,617	12,977
EPR PROPERTIES NTS B-E 04.5000 04-01-25 DTD 03-16-15 FC 10-05-15 CALL	0	0
EVERSOURCE ENERGY B-E CALL at MW plus 25BP RATE 05.95 MATURES 07-15-34	12,605	12,712
FORD MOTOR CO NTS B-E 06.100 081932 DTD081922 FCO21923	8,590	9,287
GENERAL MOTORS FINL CO 05.350 01-07-30	10,941	11,367
GENERAL MOTORS FINL CO 05.850 040630 DTD040623 CALL at MW plus 40BP	8,787	9,462
GENESIS ENERGY LP NTS CALL at MW plus 50BP RATE 08.000 MATURES 01-15-27	0	0
GOLDMAN SACHS GROUP INC 02.640 022428 DTD012422 FIX TO FLOATCALL	33,438	36,426
GOLDMAN SACHS GROUP INC 3.800 031530 DTD031920 FC091520 CALL	5,403	5,910
GOODYEAR TIRE & RUBBER 04.875 031527 DTD030717 FC091517 CALL	8,539	9,015
HCA INC B-E CALL at MW plus 25BP 5.45 MATURES 09-15-34	11,003	11,339
HILTON DOMESTIC OPERATIN 0BP 4.875 MATURES 01-15-30	8,946	9,030
HOME DEPOT INC NTS B-E CALL at MW plus 10BP RATE 04.75 MATURES 06-25-29	34,871	35,909
ICAHN ENTERPRISES LP -0BP RATE 05.250 MATURES 05-15-27	11,452	11,835
JPMORGAN CHASE & CO NTS 5.350 060134 DTD 060123 FC120123 CALL	12,444	12,488
L BRANDS INC NTS B-E 06.694 011527 DTD061818 FC011519 CALL at MW plus 50BP	8,969	9,169
LAMAR MEDIA CORP NTS B-E CALL at MW plus 50BP 3.75 021528	3,818	3,928
MAGALLANES INC NTS B-E 04.279 031532 DTD031523 FC091523	0	0
MARRIOTT OWNERSHIP RESORTS INC 4.75 01-15-28	10,679	10,835
MORGAN STANLEY B-E 4.000 07-23-25 DTD 07-23-15 FC 01-23-16 CALL	0	0
MORGAN STANLEY B-E 4.654 10-18-30 CALL at MW plus 15BP	34,058	34,434
MORGAN STANLEY NTS B-E 3.591 CALL at MW plus 20BP 7-22-28	8,826	8,939
MORGAN STANLEY NTS B-E 4.654 CALL at MW plus 15BP	0	0
MORGAN STANLEY NTS B-E 4.679 071726 DTD072022 FC011723 CALL	0	0
NAVIENT CORP NTS B-E 05.00 03-15-27 CALL at MW plus 50BP -	3,974	4,008
NAVIENT CORP NTS B-E 06.750 06-15-26 CALL at MW plus 50BP -	6,041	6,063
NAVIENT CORP NTS B-E 06.750 062525 DTD052617 FC122517 CALL	0	0
NUSTAR LOGISTICS L P NTS 05.750 100125 DTD091420 CALL at MW-t-50BP	0	0
OCEANEERING INTL INC NTSMCALL MW plus 40BP RATE 06.000 MATURES 02-01-28	9,782	10,124
ONEMAIN FINL CORP NTS CALL at MW plus 50BP RATE 06.694 MATURES 01-15-27	12,194	12,873
PACIFIC GAS & ELEC CO 03.450 070125 DTD070120 FC010121 B-E	0	0
PACIFIC GAS & ELEC CO 5BP RATE 05.900 MATURES 06-15-32 CALLABLE	9,337	9,437
PG&E CORP NTS B-E CALL MW plus 30BP RATE 03.95 MATURES 03-20-28 CALLABLE	11,924	11,965
PNC FINANCIAL SERVICES NTS B-E RATE 05.582 MATURES 06-12-29 CALLABLE	34,349	35,276
RANGE RESOURCES CORP NTS 04.875 051525 DTD111515 FC051516 CALL	0	0
ROYAL BK OF CANADA NTS 04.650 012726 DTDO12716 FC072716 B-E	33,314	34,012
ROYAL CARIBBEAN CRUISES 07.500 101527 DTD101497 FC041598 DEBS	9,121	9,509
SEAGATE HDD CAYMAN B-E RATE 04.75 MATURES 01-01-25	0	0
SERVICE CORP INTL B-E CALL at MW plus 50BP RATE 04.625 MATURES 12-15-27	7,838	7,990
SOUTHERN CALIF EDISON CO 05.300 030128 DTD030223 FC090123 B-E CALL	9,000	9,192
SOUTHWESTERN ENERGY CO NTS B-E 5.375 MATURES 02-01-29	6,003	6,000
SPRINT CAPITAL CORP CALL at MW plus 25BP 6.875 MATTURES 11-15-28	11,681	11,808
SUNOCO LP - SUNOCO FIN 06.000 041527 DTDO31419 CALL at MW plus 50BP	5,940	6,008
TENET HEALTHCARE CORP 06.250 020127 DTD080122 FC020123 NTS B-E	0	0
TEVA PHARMACEUTICAL NE 03.150 10-01-26 DTD072116 FC040117 CALL	4,853	4,942
TEVA PHARMACEUTICAL NE 03.150 100126 DTD072116 FC040117 CALL	0	0
TRANSDIGM INC NTS B-E CALL at MW plus 50BP RATE 05.5MATURES 11-15-27	0	0
TRAVEL & LEISURE CO B-E CALL at MW plus 30BP RATE 06.000 MATURES 04-01-27	8,663	9,136
TRI POINTE GROUP INC NTS 5.250 060127 DTD060817 FC120117 CALL	8,529	9,042
TRUIST FINANCIAL CORP 06.047 060827 DTD060823 FC120823 NTS B-E	8,954	9,073
UNITED HEALTH GROUP INC 02.300 051531 DTD051921 FC111521 CALL	15,641	17,149
UNITED RENTALS NORTH AM CALL at MW plus 50BP 005.25 MATURES 01-15-30	10,969	11,156
US BANCORP NTS B-E 04.653 020129 DTD02O123 FC080123	32,327	34,438
US BANCORP NTS B-E 05.775 061229 DTD061223 FC121223	8,925	9,357
WARNERMEDIA HLDGS INC 4.279 CALL at MW plus 40BP MATURES 03-15-32	5,219	5,267
WELLS FARGO & CO B-E 04.897 072533 DTD072522 FC012523 CALL	3,721	4,068
WELLS FARGO & CO NTS B-E 05.574 072529 DTD072523 FC012524	8,923	9,325
WESTERN MIDSTREAM NTS 6.350 011529 DTD 0929223 FC011524 B-E CALL	3,096	3,159
CROWN CORK SEAL B-E 07.375 12-15-26 DTD 12-17-96 CALL at MW15BP	0	0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MANAGEMENT FEES	53,636	40,227	0	13,409
ACCOUNTING AND TAX PREP	7,000	5,250	0	1,750

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	3,785	3,785	0	0
2025 ESTIMATED EXCISE TAX PAYMENT	5,000	0	0	0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO	48,785	68,203
ABB LTD SPON ADR	15,251	31,511
ABBOTT LABORATORIES	0	0
ABBVIE INC COM	50,919	74,031
ADIDAS AG SPON ADR	0	0
ADOBE INC DELAWARE	0	0
ADVANCED MICRO DEVICES INC	0	0
AIA GROUP LTD SPON ADR	14,991	17,356
AIR LIQUIDE ADR FRANCE ADR	8,869	10,367
AIRBUS SE UNSPONSORED ADR	11,462	19,577
ALLEGION PLC	19,053	28,182
ALLSTATE CORP	25,449	27,268
ALPHABET INC CL A	151,554	266,676
ALPS-CORECOMMODITY MGMT COMMODITIES STRAT FD CL I	60,707	67,423
AMADEUS IT GROUP UNSPONSORED ADR	19,019	20,645
AMAZON. COM INC	93,589	143,801
AMER EXPRESS CO	32,402	64,741
AMERICAN TOWER CORP	0	0
AMERIPRISE FINANCIAL INC	0	0
AMPHENAOL CORP NEW CL A	33,517	32,704
ANALOG DEVICES INC	58,163	66,986
ANHEUSER BUSCH INBEV SPON ADR	7,178	7,108
APPLE INC	67,283	177,525
ARISTA NETWORKS INC	25,600	33,675
ASHTEAD GROUP PLC	0	0
ASML HLDG NV SPON ADR	26,899	38,515
ASPEN TECHNOLOGY INC	0	0
ASTRAZENECA PLC SPON ADR	74,890	103,054
AT&T INC	62,289	54,946
B&M EUROPEAN VALUE RETAIL SA	0	0
BAE SYSTEMS PLC SPON ADR	11,418	16,347
BANCO BILBOA VIZCAYA ARGENTINA S A SPON ADR	9,154	14,033
BANCO SANTANDER SA SPON ADR	8,719	12,704
BANK OF NEW YORK MELLON CORP	38,344	55,143
BARRICK MINING CORP	7,223	9,146
BEIGENE LTD SPON ADR	0	0
BENTLEY SYSTEMS INC CL B	30,202	22,403
BEONE MEDICINES LTD SPON ADR	4,088	6,988
BERKLEY W R CORP	19,686	30,572
BHP GROUP LTD SPON ADR	0	0
BJS WHSL CLUB HLDGS INC	13,852	16,656
BOSTON SCIENTIFIEC	25,931	38,998
BP PLC SPONS ADR	0	0
BRIGHT HORIZONS FAMILY SOLUTIONS INC	12,317	15,007
BRITISH AMER TOBACCO PLC GB SPON ADR	5,340	9,795
BROADCOM INC	76,418	175,819
CAPGEMINI S E UNSPONSORED ADR	0	0
CARLSBERG AS SPON ADR	0	0
CDN NATL RAILWAY CO CAD	13,964	11,269
CHARLES RIVER LABORATORIES	0	0
CHEMED CORP NEW	15,699	11,552
CHIPOLTLE MEXICAN GRILL INC	0	0
CHOICE HOTELS INTL INC NEW	16,468	13,717
CHUGAI PHARMAEUTICAL LTD ADR	9,523	10,377
CISCO SYSTEMS INC	66,364	67,324
CME GROUP INC	26,019	30,585
COMPUTERSHAREMLTD SPON ADR	5,055	4,680
CONOCOPHILLIPS	34,209	28,270
CSX CORPORATION	54,550	57,674
DAIICHI SANKYO CO LTD SPON ADR	14,572	10,450
DAIKIN INDS LTD ADR	8,291	7,306
DANONE SPON ADR	6,273	9,218
DBS GROUP HLDGS LTD. SPON ADR	7,942	15,629
DEUTSCHE BANK AG REG SHS ORD EUR	8,533	19,627
DEUTSCHE BOERSE ADR	9,726	9,596
DNB BK ASA SPON ADR	0	0
DSV NS ADR	13,104	19,709
EMERSON ELECTRIC CO	32,647	40,878
ENGIE SPON ADR	10,890	17,575
ENTERGY COR NEW	21,263	20,335
EPIROC AKTIEBOLAG ADR	14,266	18,589
EQUIFAX INC	16,267	19,094
EQUITY RESIDENTIAL SBI	0	0
ESSILORLUXOTTICA ADR	15,211	25,822
EVOLUTION AB UNSPONSORED ADR	7,521	5,978
EXPONENT INC	12,005	11,322
EXXON MOBIL CORP	60,044	69,316
FAIR ISAAC CORP	0	0
FEDEX CORP	0	0
FERRARI N V EUR	6,379	5,543
FUJITSU LTD ADR NEW JAPAN ADR	5,298	11,177
GENMAB A-S SPON ADR	0	0
GIVAUDAN SA ADR	0	0
GOLDMAN SACHS GROUP INC	32,030	75,594
HALMA PLC UNSPONSORED ADR	11,854	14,638
HAMILTON LANE INC CL A	13,863	12,088
HEIDELBERG CEMENT AG ADR SPON ADR	5,959	6,563
HENRY JACK & ASSOC INC	17,384	21,168
HERMES INTL SCA ADR	0	0
HITACHI LTD ADR NEW JAPAN	9,879	18,907
HOME DEPOT INC	55,186	52,991
HONG KONG EXCHANGES & CLEARING LTD ADR	13,306	18,034
HOYA CORP SPON ADR	4,782	5,914
IBERDROLA SA SPON ADR	15,442	21,859
IMPERIAL BRANDS PLC SPON ADR	10,354	16,132
INDUSTRIA DE DISENO TEXTIL IND ADR	11,614	20,889
INTERACTIVE BROKERS GROUP INC CL A	11,842	37,557
INTERCONTINENTALEXCHANGE GROUP	29,993	28,019
INTESA SANPAOLO SPON ADR	10,922	11,859
INTL BUSINESS MACH	29,412	33,176
INTUIT	45,850	49,682
INTUITIVE SURGICAL	17,184	35,681
INVESCO DB ENERGY FUND ETF	62,781	59,171
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	54,174	53,384
ISHARES CORE S&P MIDCAP ETF DE	120,315	175,230
ISHARES CORE S&P SMALL-CAP ETF DE	130,554	170,295
ISHARES GSCI COMMODITIES DYNAMIC	64,890	61,911
ISHARES SILVER TRUST ETF	57,765	133,414
ITOCHU CORP ADR JAPAN ADR	9,364	13,151
JOHNSON & JOHNSON COM	77,536	98,094
JOHNSON CTLS INTL PLC	57,494	79,634
JPMORGAN CHASE & CO	65,062	137,266
KEYENCE CORP ORD JPY	11,838	10,800
KINGSPAN GROUP PLC ADR	6,613	6,786
KOMATSU LTD SPON ADR NEW	6,990	5,937
LENNOX INTL INC	15,381	18,938
LILY ELI & CO	63,944	99,945
LINDE PLC NEW EUR	67,420	71,634
LOCKHEED MARTIN CORP	0	0
LONDON STK EXCHANGE UNSPONSORED ADR	18,176	21,063
LOREAL CO ADR FRANCE ADR	16,776	15,931
LPL FINL HLDGS INC COM	21,501	33,931
LVMH MOET HENNESSY LOUIS ADR	21,120	23,225
MARUBENI CORP ADR JAPAN ADR	7,364	10,203
MASTERCARD INC CL A	40,152	54,234
MCDONALDS CORP	40,555	41,871
MEDTRONIC PLC	67,197	66,089
MERCK & CO INC COM	0	0
META PLATFORMS INC CL A	41,123	83,171
MICROSOFT CORP	113,195	274,213
MORGAN STANLEY	33,963	72,610
MTU AFRO ENGINES HLDGS AG ADR	5,179	11,047
MUNICH RE GROUP ADR	10,121	12,755
NATIONAL GRID PLC SPON ADR	0	0
NATWEST GROUP PLC SPONSORED SPON ADR	9,786	20,493
NESTLE S A SPONSORED ADR REPSTG REG SHS	19,079	16,990
NETEASE INC SPON ADR	0	0
NETFLIX INC	54,092	43,130
NINTENDO LTD ADR NEW JAPAN ADR	12,433	11,212
NITORI HLDGS CO LTD ADR	0	0
NOMURA RESEARCH INSTITUTE LTD ADR	0	0
NORDSON CORP	20,823	22,600
NORFOLK STHN CORP	0	0
NOVO NORDISK ADR DENMARK ADR	36,672	21,420
NVIDIA CORP	204,975	303,809
O REILLY AUTOMOTIVE INC	25,494	29,734
OLLIES BARGAIN OUTLET HOLDI	13,173	15,893
ORACLE CORP	0	0
ORACLE CORP	39,546	48,143
PALO ALTO NETWORKS INC	34,268	37,945
PARKER HANNIFIN CORP	19,816	35,158
POOL CORP	23,801	16,241
PROCTER & GAMBLE CO	48,867	45,429
PROGRESSIVE CORP OHIO	25,476	24,594
PROLOGIS INC COM	57,276	66,766
RECRUIT HLDGS CO LTD UN SPONSORED ADR	7,474	11,340
RELX PLC SPON ADR	13,899	14,592
RHEINMETALL AG ADR	3,409	8,041
RIO TINTO PLC SPON ADR	5,174	5,282
ROLLINS INC	16,999	26,829
ROLLS ROYCE HOLDINGS PLC SPON ADR	12,483	33,955
ROYAL KPN N.V. SPON ADR	6,832	9,460
RTX CORP	57,281	94,634
RWE AG ADR	18,404	21,240
RYANAIR HOLDINGS PLC SPON ADR	12,397	15,737
S&P GLOBAL INC	45,230	49,123
SAFRAN SA ADR	17,193	36,648
SAIA INC	21,891	18,612
SALESFORCE	0	0
SAP SE SPON ADR	22,102	26,234
SCOTTS MIRACLE-GRO CO CL A	0	0
SEMPRA	0	0
SERVICETITAN INC CL A	16,008	19,703
SHERWIN WILLIAMS CO	26,523	27,867
SHIN ETSU CHEM CO LTD ADR	8,561	8,370
SHOPIFY INC CL A	2,736	7,244
SIKA AG UNSPONSORED ADR	0	0
SITEONE LANDSCAPE SUPPLY INC	13,073	12,830
SMC CORP YEN SHS ORD JPY	11,466	7,604
SONY GROUP CORP SPONSORED ADR	18,616	18,074
SPDR GOLD SHARES ETF	87,481	132,764
SPOTIFY TECHNOLOGY SA EUR	0	0
STANDARD CHARTERED PLC ADR	8,040	14,591
STARBUCKS CORP	53,143	47,747
STRAUMANN HLDG AG ADR	0	0
STRYKER CORP UNSOLICITED	32,109	29,875
SUZUKI MOTOR CORP LTD ADR	7,833	10,289
SYSCO CORP	0	0
TAIWAN SEMICONDUCTOR MFG CO LTD ADR	40,487	65,640
TDK CORP ADR JAPAN ADR	7,029	12,408
TELEDYNE TECHNOLOGIES INC	17,703	22,983
TENCENT HLDGS LTD ADR	4,626	9,033
TERADYNE INC	0	0
TERUMO CORP ADR	3,272	3,408
TFI INTL INC CAD	0	0
THE COOPER COMPANIES INC	23,273	22,867
THERMO FISHER SCIENTIFIC INC	0	0
THOR INDUSTRIES INC	18,363	20,431
TJX COS INC NEW	30,665	47,926
TOKYO ELECTRON LTD ADR	7,352	11,221
TOTALENERGIES SE SPON ADR	14,635	14,654
TRANSDIGM GROUP INC	20,880	25,267
TRAVELERS COS INC-THE	17,510	21,755
TRIMBLE INC COM	17,580	17,315
UL SOLUTIONS INC CL A	16,372	24,447
UNICHARM CORP SPON ADR	0	0
UNICREDIT SPA UNSPONSORED ADR	12,602	27,743
UNION PACIFIC CORP	0	0
UNITEDHEALTH GROUP INC	0	0
UNIVERSAL DISPLAY CORP	34,093	20,437
VANGUARD SHORT-TERM CORPORATE BOND ETF	188,416	185,532
VERIZON COMMUNICATIONS INC	0	0
VISA INC CL A	48,862	70,493
VOLVO AB-A SHS UNSPONSORED ADR	5,449	6,164
WALMART INC	56,170	101,383
WATSCO INC	19,400	17,521
WELLS FARGO & CO NEW	38,475	74,746
WOLTERS KLUWER NV SPONSORED ADR NETHERLANDS ADR	7,913	6,110
ZEBRA TECHNOLOGIES CORP CL A	13,741	16,269
ZURN ELKAY WATER SOLUTION CORP	17,266	28,359
YUM BRANDS INC	29,780	30,710