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
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 95672
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
606945672
A Employer identification number

36-7057895
B Telephone number (see instructions)

3124615154
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)$3,070,998J 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... 46,533 46,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 134,424
b Gross sales price for all assets on line 6a 840,852
7 Capital gain net income (from Part IV, line 2)... 134,424
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........ 180,957 180,957  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,977 17,489   17,489
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,370 336   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1     1
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,348 17,825 0 17,490
25 Contributions, gifts, grants paid....... 139,400 139,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 177,748 17,825 0 156,890
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,209
b Net investment income (if negative, enter -0-) 163,132
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......... 230,168 85,505 85,505
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) 581 Click to see attachment
List of Attached Documents:
// Content
488 		505
b Investments—corporate stock (attach schedule)....... 860,199 Click to see attachment
List of Attached Documents:
// Content
840,746 		1,745,159
c Investments—corporate bonds (attach schedule)....... 100,846    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
796,539 		Click to see attachment
List of Attached Documents:
// Content
1,065,134 		Click to see attachment
List of Attached Documents:
// Content
1,239,829
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,988,333 1,991,873 3,070,998
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........ 1,988,333 1,991,873
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)..... 1,988,333 1,991,873
30 Total liabilities and net assets/fund balances (see instructions). 1,988,333 1,991,873
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
1,988,333
2
Enter amount from Part I, line 27a .....................
2
3,209
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
331
4
Add lines 1, 2, and 3 ..........................
4
1,991,873
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,991,873
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 4.76 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-01-15
b 15. BROADCOM INC   2021-03-18 2025-01-31
c 48. HUBBELL INC   2023-12-07 2025-01-31
d 219. TAPESTRY INC   2024-08-06 2025-01-31
e 74. LINDE PLC   2020-12-18 2025-01-31
11.89 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-02-18
8.47 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-03-17
50000. CITIGROUP INC 3.875% 26 MAR 2025   2022-01-21 2025-03-26
30. EXPEDIA GROUP INC   2022-09-02 2025-03-28
209. JACOBS SOLUTIONS INC   2023-11-01 2025-03-28
35. MICROSOFT CORPORATION COMMON STOCK   2020-06-19 2025-03-28
124. TAPESTRY INC   2024-08-06 2025-03-28
165. WASTE MANAGEMENT INC DEL COMMON STOCK   2021-08-19 2025-03-28
4.25 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-04-15
6.99 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-05-15
50000. GOLDMAN SACHS GROUP INC 3.75% 22 MAY 2025   2022-01-21 2025-05-22
167. DEXCOM INC   2025-01-31 2025-06-02
119. DEXCOM INC   2023-11-01 2025-06-02
23. META PLATFORMS INC-CLASS A   2022-03-02 2025-06-02
10. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2024-06-20 2025-06-02
86. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2023-05-01 2025-06-02
12.31 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-06-16
9.92 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-07-15
60. CUMMINS ENGINE COMPANY INC COMMON STOCK   2025-01-31 2025-08-05
104. D R HORTON INC COMMON STOCK   2023-11-01 2025-08-05
93. EQUITY LIFESTYLE PROPERTIES   2024-09-04 2025-08-05
209. EQUITY LIFESTYLE PROPERTIES   2022-05-23 2025-08-05
34. UNITEDHEALTH GROUP INC COMMON STOCK   2021-06-17 2025-08-05
54. VISA INC-CLASS A SHARES   2021-08-19 2025-08-05
7.43 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-08-15
507. CITIZENS FINANCIAL GROUP   2024-09-04 2025-09-08
269. GLOBAL PAYMENTS INC COMMON STOCK   2024-08-06 2025-09-08
4.12 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-09-15
8.49 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-10-15
5. ADOBE SYSTEMS INC COMMON STOCK   2023-06-02 2025-11-03
60. AMAZON COM INC COMMON STOCK   2025-06-02 2025-11-03
13. AMERICAN EXPRESS COMPANY CAPITAL STOCK   2025-01-31 2025-11-03
42. APPLE COMPUTER INC COMMON STOCK   2020-03-30 2025-11-03
18. ARISTA NETWORKS INC   2024-12-20 2025-11-03
113. AUTODESK INC COMMON STOCK   2023-10-03 2025-11-03
2. CUMMINS ENGINE COMPANY INC COMMON STOCK   2024-08-06 2025-11-03
12. EXPEDIA GROUP INC   2022-09-02 2025-11-03
27. MICROSOFT CORPORATION COMMON STOCK   2020-03-30 2025-11-03
19. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-02-20 2025-11-03
100. ROLLINS INC COMMON STOCK   2025-03-28 2025-11-03
55. STATE STREET CORPORATION COMMON STOCK   2025-09-08 2025-11-03
11. STATE STREET CORPORATION COMMON STOCK   2024-11-01 2025-11-03
9. TJX COMPANIES INC NEW COMMON STOCK   2025-01-31 2025-11-03
5. US BANCORP COMMON STOCK   2025-08-07 2025-11-03
41. UBER TECHNOLOGIES INC   2024-11-01 2025-11-03
7. ULTA BEAUTY INC   2025-09-08 2025-11-03
9. VERTEX PHARMACEUTICALS INC COMMON STOCK   2021-01-21 2025-11-03
58. VISA INC-CLASS A SHARES   2021-05-20 2025-11-03
15. WAL-MART STORES INC COMMON STOCK   2021-02-18 2025-11-03
1. WORKDAY INC-CLASS A   2025-06-02 2025-11-03
5. ARCH CAPITAL GROUP LTD   2025-05-08 2025-11-03
12. CRH PLC   2025-06-02 2025-11-03
65. GENPACT LTD   2025-03-28 2025-11-03
6.35 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-11-17
8. ADOBE SYSTEMS INC COMMON STOCK   2023-06-02 2025-12-08
6. ARISTA NETWORKS INC   2024-12-20 2025-12-08
7. BROADCOM INC   2025-11-03 2025-12-08
10. BROADCOM INC   2021-03-18 2025-12-08
15. THE CIGNA GROUP   2023-03-07 2025-12-08
10. CITIGROUP INC   2025-11-03 2025-12-08
51. COMCAST CORP-CLASS A   2025-09-08 2025-12-08
5. EMCOR GROUP INC COMMON STOCK   2025-11-03 2025-12-08
8. EXPEDIA GROUP INC   2022-09-02 2025-12-08
9. META PLATFORMS INC-CLASS A   2025-11-03 2025-12-08
1. META PLATFORMS INC-CLASS A   2019-09-20 2025-12-08
11. F5 NETWORKS INC COMMON STOCK   2025-11-03 2025-12-08
13. MICROSOFT CORPORATION COMMON STOCK   2018-12-20 2025-12-08
7. NVIDIA CORP COMMON STOCK   2025-11-03 2025-12-08
131. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-03-30 2025-12-08
7. STATE STREET CORPORATION COMMON STOCK   2024-11-01 2025-12-08
5. TJX COMPANIES INC NEW COMMON STOCK   2025-01-31 2025-12-08
11. US BANCORP COMMON STOCK   2025-08-07 2025-12-08
2. ULTA BEAUTY INC   2025-09-08 2025-12-08
80. WORKDAY INC-CLASS A   2025-06-02 2025-12-08
13. CRH PLC   2025-06-02 2025-12-08
26. GENPACT LTD   2025-03-28 2025-12-08
7.24 FG G08095 5.5% 01 NOV 2035   2005-12-12 2025-12-15
45. ADOBE SYSTEMS INC COMMON STOCK   2025-03-28 2025-12-22
46. ADOBE SYSTEMS INC COMMON STOCK   2023-03-07 2025-12-22
1064. COMCAST CORP-CLASS A   2025-11-03 2025-12-22
265. WALT DISNEY COMPANY COMMON STOCK   2025-11-03 2025-12-22
70. ZSCALER INC   2025-12-08 2025-12-22
739. GENPACT LTD   2025-03-28 2025-12-22
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5   5  
b 3,373   700 2,673
c 20,379   14,662 5,717
d 16,059   8,093 7,966
e 33,002   18,968 14,034
12   12  
8   9 -1
50,000   50,000  
5,072   3,121 1,951
25,513   21,344 4,169
13,596   6,901 6,695
8,867   4,583 4,284
37,816   24,979 12,837
4   4  
7   7  
50,000   50,000  
14,193   14,569 -376
10,114   11,157 -1,043
15,258   4,584 10,674
2,327   2,145 182
20,009   15,643 4,366
12   12  
10   10  
22,277   20,514 1,763
16,343   11,164 5,179
5,733   6,777 -1,044
12,884   15,048 -2,164
8,509   13,451 -4,942
18,313   12,394 5,919
7   8 -1
26,093   21,489 4,604
23,313   27,710 -4,397
4   4  
8   9 -1
1,682   2,167 -485
15,363   11,942 3,421
4,709   4,118 591
11,237   2,658 8,579
2,815   2,024 791
34,225   24,251 9,974
880   577 303
2,576   1,249 1,327
14,004   3,299 10,705
2,817   2,394 423
5,780   5,380 400
6,388   6,118 270
1,278   1,030 248
1,255   1,129 126
232   222 10
4,021   3,019 1,002
3,620   3,649 -29
3,804   2,151 1,653
19,521   13,156 6,365
1,508   693 815
236   247 -11
427   474 -47
1,420   1,082 338
2,461   3,281 -820
6   6  
2,712   3,456 -744
781   675 106
2,798   2,563 235
3,997   467 3,530
3,951   4,207 -256
1,080   1,005 75
1,363   1,738 -375
3,161   3,400 -239
2,114   832 1,282
5,997   5,859 138
666   191 475
2,740   2,737 3
6,378   1,307 5,071
1,291   1,463 -172
18,223   15,375 2,848
859   655 204
768   627 141
565   489 76
1,186   1,043 143
17,730   19,775 -2,045
1,630   1,172 458
1,202   1,312 -110
7   7  
16,081   17,692 -1,611
16,439   18,237 -1,798
31,061   32,664 -1,603
29,742   30,464 -722
16,191   23,320 -7,129
35,852   37,304 -1,452
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
      12,902
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        
b       2,673
c       5,717
d       7,966
e       14,034
       
      -1
       
      1,951
      4,169
      6,695
      4,284
      12,837
       
       
       
      -376
      -1,043
      10,674
      182
      4,366
       
       
      1,763
      5,179
      -1,044
      -2,164
      -4,942
      5,919
      -1
      4,604
      -4,397
       
      -1
      -485
      3,421
      591
      8,579
      791
      9,974
      303
      1,327
      10,705
      423
      400
      270
      248
      126
      10
      1,002
      -29
      1,653
      6,365
      815
      -11
      -47
      338
      -820
       
      -744
      106
      235
      3,530
      -256
      75
      -375
      -239
      1,282
      138
      475
      3
      5,071
      -172
      2,848
      204
      141
      76
      143
      -2,045
      458
      -110
       
      -1,611
      -1,798
      -1,603
      -722
      -7,129
      -1,452
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 134,424
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 2,268
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 2,268
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 2,268
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,936
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 1,936
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....... 9 332
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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 ofBMO BANK NA, C/O MICHELLE WILLMS Telephone no. (262) 693-4101

Located atPO BOX 95672CHICAGOIL ZIP+4606945672
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
BMO BANK N A CO-TRUSTEE
1 		34,977    
PO BOX 95672
CHICAGO,IL606945672
ROBERT P MARSCHALL CO-TRUSTEE
1 		0    
2401 PGA BLVD STE 280C
PBG,FL33410
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
2,757,092
b
Average of monthly cash balances.......................
1b
140,823
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,897,915
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
2,897,915
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,469
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,854,446
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
142,722
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
142,722
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,268
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,268
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
140,454
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
140,454
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
140,454
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
156,890
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
156,890
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 7 140,454
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 16,452
f Total of lines 3a through e ........ 16,452
4Qualifying distributions for 2025 from Part
XI, line 4: $ 156,890
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 140,454
e Remaining amount distributed out of corpus 16,436
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 32,888
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		32,888
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 16,452
e Excess from 2025 .... 16,436
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SIOUX CENTER PUBLIC LIBRARY
ATTN POSTMA SCHOLARSHIP COMMITTEE
SIOUX CENTER,IA51250
(712) 722-2138
bThe form in which applications should be submitted and information and materials they should include:
CONTACT LIBRARY DIRECTOR AT ADDRESS/PHONE NUMBER ABOVE
cAny submission deadlines:
MAY 15TH ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SCHOLARSHIPS FOR HIGHER EDUCATION FOR SIOUX CENTER IOWA HIGH SCHOOL GRADUATES
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

UNIVERSITY OF NORTHERN IOWA

105 GILCHRIST HALL
CEDAR FALLS,IA50614 		NONE   SCHOLARSHIP 1,200

GROVE CITY COLLEGE

100 CAMPUS DR
GROVE CITY,PA16127 		NONE   SCHOLARSHIPS 2,350

SOUTHWEST MINNESOTA STATE UNIVERSITY

1501 STATE ST
MARSHALL,MN56258 		NONE   SCHOLARSHIPS 1,200

OLIVET NAZARENE UNIVERSITY
EAST ILLINOIS
1 UNIVERSITY AVE
BOURBONNAIS,IL60914 		NONE   SCHOLARSHIPS 2,350

UNIVERSITY OF NEBRASKA-OMAHA

6001 DORDT ST
OMAHA,NE68182 		NONE   SCHOLARSHIPS 2,350

DRAKE UNIVERSITY

2507 UNIVERSITY AVE
DES MOINES,IA50311 		NONE   SCHOLARSHIP 4,000

NORTHWESTERN COLLEGE

101 7TH ST SW
ORANGE CITY,IA51041 		NONE   SCHOLARSHIPS 20,950

SOUTH DAKOTA STATE UNIVERSITY
FINANCIAL AID OFFICE
PO BOX 2201
BROOKINGS,SD57007 		NONE   SCHOLARSHIPS 8,000

UNIVERSITY OF IOWA

208 CALVIN HALL
IOWA CITY,IA52242 		NONE   SCHOLARSHIPS 11,100

UNIVERSITY OF MINNESOTA

100 CHURCH STREET SE
MINNEAPOLIS,MN55455 		NONE   SCHOLARSHIP 4,000

ORAL ROBERTS UNIVERSITY

7777 S LEWIS AVE
TULSA,OK74171 		NONE   SCHOLARSHIP 2,350

IOWA LAKES COMMUNITY COLLEGE

300 S 18TH ST
ESTHERVILLE,IA51334 		NONE   SCHOLARSHIPS 4,000

NORTHWEST IOWA COMMUNITY COLLEGE

603 W PARK ST
SHELDON,IA51201 		NONE   SCHOLARSHIPS 1,200

DAKOTA STATE UNIVERSITY

820 WASHINGTON AVE N
MADISON,SD57042 		NONE   SCHOLARSHIPS 1,200

DORDT UNIVERSITY
FINANCIAL AID OFFICE
498 4TH AVE NE
SIOUX CENTER,IA51250 		NONE   SCHOLARSHIPS 60,850

MORNINGSIDE UNIVERSITY

1501 MORNINGSIDE AVENUE
SIOUX CITY,IA50011 		NONE   SCHOLARSHIPS 2,400

IOWA STATE UNIVERSITY
OFFICE OF STUDENT FINANCIAL AID
0210 BEARDSHEAR HALL
AMES,IA50011 		NONE   SCHOLARSHIPS 9,900
Total ................................. 3a 139,400
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 46,533  
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 ............ 		    18 134,424  
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) ..   180,957  
13Total. Add line 12, columns (b), (d), and (e)..................
13
180,957
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Name of Bond End of Year Book Value End of Year Fair Market Value
02665WBP5 AMERICAN HONDA FINAN    
24422ESP5 JOHN DEERE CAPITAL C    
172967JL6 CITIGROUP INC 3.875%    
38148LAE6 GOLDMAN SACHS GROUP    

TY 2025 InvestmentsCorpStockSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC-CL C 30,663 160,979
023135106 AMAZON.COM INC 69,198 110,332
025816109 AMERICAN EXPRESS CO 37,111 54,383
037833100 APPLE INC 16,321 113,637
172967424 CITIGROUP INC 28,649 52,627
30303M102 META PLATFORMS INC-C 11,563 40,926
58933Y105 MERCK & CO. INC. 41,811 51,683
594918104 MICROSOFT CORP 11,179 113,651
871829107 SYSCO CORP 25,590 25,865
92826C839 VISA INC-CLASS A SHA 11,020 18,938
931142103 WALMART INC 17,707 63,504
539830109 LOCKHEED MARTIN CORP 22,351 24,184
11135F101 BROADCOM INC 10,974 81,334
67066G104 NVIDIA CORP 19,880 159,644
92532F100 VERTEX PHARMACEUTICA 17,103 31,282
30212P303 EXPEDIA GROUP INC 18,820 52,129
30231G102 EXXON MOBIL CORP 27,554 48,617
025537101 AMERICAN ELECTRIC PO 35,679 49,468
125523100 THE CIGNA GROUP 28,284 29,174
315616102 F5 INC 23,078 31,397
58155Q103 MCKESSON CORP 25,060 47,577
90384S303 ULTA BEAUTY INC 18,766 21,780
040413205 ARISTA NETWORKS INC 20,578 27,778
231021106 CUMMINS INC 18,662 33,179
775711104 ROLLINS INC 29,976 37,032
857477103 STATE STREET CORP 32,950 45,412
90353T100 UBER TECHNOLOGIES IN 29,056 32,766
CRH PLC 25,335 35,069
EMCOR GROUP INC 24,361 23,860
TJX COS INC/THE 20,574 25,192
CHUBB LTD 18,469 19,351
US BANCORP 26,297 31,589
JAZZ PHARMACEUTICALS PLC 15,848 19,550
HUBSPOT INC 18,817 19,664
ARCH CAPITAL GROUP LTD 11,462 11,606
174610105 CITIZENS FINANCIAL G    
876030107 TAPESTRY INC    
G54950103 LINDE PLC    
37940X102 GLOBAL PAYMENTS INC    
46982L108 JACOBS SOLUTIONS INC    
252131107 DEXCOM INC    
23331A109 DR HORTON INC    
052769106 AUTODESK INC    
94106L109 WASTE MANAGEMENT INC    
91324P102 UNITEDHEALTH GROUP I    
443510607 HUBBELL INC    
742718109 PROCTER & GAMBLE CO/    
00724F101 ADOBE INC    
571748102 MARSH & MCLENNAN COS    

TY 2025 InvestmentsGovtObligationsSch
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
US Government Securities - End of Year Book Value:

488
US Government Securities - End of Year Fair Market Value:

505
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 OtherAssetsSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
04314H592 ARTISAN DEVELOPING W 34,004 34,004 67,369
XXX-XX-XXXX EATON VANCE ATL CAP 78,751 78,751 128,824
XXX-XX-XXXX ISHARES RUSSELL 2000 23,740 23,740 44,309
00766Y513 CHAMPLAIN MID CAP FU   0 0
04314H576 ARTISAN INTL SM/MID- 42,760 42,760 50,930
09260C307 BLCKRCK SYST MULTI-S 66,209 66,209 70,558
89832P705 INFINITY Q DIVERS AL 13,067 11,258 0
46653M849 JOHCM INTERNATIONAL 138,050 138,050 172,803
81580H639 SEGALL BRY & HAM S/C   0 0
29472R108 EQUITY LIFESTYLE PRO 21,865 0 0
XXX-XX-XXXX ISHARES CORE S&P SMA 67,748 67,748 78,117
78463X541 SPDR S&P GL NAT RESO 60,271 60,271 57,480
04314H568 ARTISAN HIGH INCOME- 49,944 49,944 51,339
37954Y673 GLOBAL X US INFRASTR 75,045 75,045 97,492
XXX-XX-XXXX ISHARES 7-10 YEAR TR 125,085 125,085 128,374
BRIXMOR PROPERTY GROUP INC   15,746 15,837
ISHARES 1-3 YEAR TREASURY BOND   132,037 132,512
SPDR S&P 500 ETF TRUST   144,486 143,885


TY 2025 OtherExpensesSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 1 0   1


TY 2025 OtherIncreasesSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Description Amount
COST BASIS ADJUSTMENT 331


TY 2025 TaxesSchedule
Name:
JAMES J & MILDRED M POSTMA SCHOLARSHIP FUND
EIN:
36-7057895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 8 8   0
FEDERAL TAX PAYMENT - PRIOR YE 1,098 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,936 0   0
FOREIGN TAXES ON QUALIFIED FOR 294 294   0
FOREIGN TAXES ON NONQUALIFIED 34 34   0