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
VICTOR A & LOUISE R LESTER EDU FUND
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 919798
  Room/suite
City or town
ORLANDO
State or province
FL
Country  
ZIP or foreign postal code
328919798
A Employer identification number

82-3533400
B Telephone number (see instructions)

8042737445
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)$3,353,543J 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... 54,793 54,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 279,759
b Gross sales price for all assets on line 6a 959,883
7 Capital gain net income (from Part IV, line 2)... 279,759
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........ 334,552 334,379  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,115 10,557   10,558
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
5,273 1,075   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
4,601 1,251   3,350
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,489 12,883 0 15,408
25 Contributions, gifts, grants paid....... 125,948 125,948
26 Total expenses and disbursements. Add lines 24 and 25 ................ 158,437 12,883 0 141,356
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 176,115
b Net investment income (if negative, enter -0-) 321,496
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............. 669 68 68
2 Savings and temporary cash investments......... 104,063 106,580 106,580
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 914,169 Click to see attachment
List of Attached Documents:
// Content
990,174 		2,164,745
c Investments—corporate bonds (attach schedule)....... 206,992 Click to see attachment
List of Attached Documents:
// Content
203,167 		184,984
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 718,350 Click to see attachment
List of Attached Documents:
// Content
820,015 		889,516
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
8,160 		Click to see attachment
List of Attached Documents:
// Content
8,160 		Click to see attachment
List of Attached Documents:
// Content
7,650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,952,403 2,128,164 3,353,543
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........ 1,952,403 2,128,164
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)..... 1,952,403 2,128,164
30 Total liabilities and net assets/fund balances (see instructions). 1,952,403 2,128,164
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
1,952,403
2
Enter amount from Part I, line 27a .....................
2
176,115
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
920
4
Add lines 1, 2, and 3 ..........................
4
2,129,438
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,274
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,128,164
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 15. APPLE COMPUTER CORPORATION COMMON   2019-08-19 2025-01-10
b 106. ANALOG DEVICES INC     2025-01-31
c 32. MERCK & CO INC   2024-02-12 2025-01-31
d 240. MERCK & CO INC     2025-01-31
e 228. ARCH CAPITAL GROUP LTD   2022-04-01 2025-01-31
16. FACEBOOK INC CL A   2023-10-04 2025-02-21
13. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
300. CHIPOTLE MEXICAN GRILL INC     2025-03-10
40. NETFLIX INC   2023-05-26 2025-03-10
453. VONTIER CORP     2025-03-10
96. APPLIED MATERIALS     2025-05-02
131. BERKLEY W R CORP   2022-12-12 2025-05-02
101. CMS ENERGY CORP     2025-05-02
111. DIAMONDBACK ENERGY INC   2024-08-09 2025-05-02
112. ENTERGY CORP COMMON   2024-05-10 2025-05-02
19. TARGA RESOURCES   2023-08-10 2025-05-02
37. UNITED HEALTH GROUP INC   2016-02-08 2025-05-02
210. GLOBUS MEDICAL INC     2025-05-16
31. PALO ALTO NETWORKS INC   2025-01-10 2025-05-16
19. QUANTA SERVICES INC COMMON   2020-01-28 2025-05-16
12. VERTEX PHARMACEUTICALS INC     2025-05-16
17.22 INVESCO DEVELOPING MARKETS FUND   2012-02-06 2025-05-22
2. ABBVIE INC   2025-05-02 2025-05-22
7. ALPHABET INC CL C   2020-04-06 2025-05-22
2. ALPHABET INC CL A   2009-02-02 2025-05-22
8. AMAZON COM INC COM   2024-05-29 2025-05-22
2. AMERISOURCEBERGEN CORP. COMMON   2025-01-31 2025-05-22
8. APPLE COMPUTER CORPORATION COMMON   2019-08-19 2025-05-22
3. ARISTA NETWORKS INC   2024-12-05 2025-05-22
29.217 ARTISAN INTL VALUE FUND-INS   2020-04-06 2025-05-22
4. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2025-03-10 2025-05-22
5. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-05-22
5. BELLRING BRANDS INC   2024-02-12 2025-05-22
5. BERKLEY W R CORP   2022-12-12 2025-05-22
1. BLACKROCK INC   2021-11-10 2025-05-22
1. BOOKING HOLDINGS INC   2023-03-03 2025-05-22
5. BROADCOM INC   2023-05-26 2025-05-22
5. CMS ENERGY CORP   2024-07-12 2025-05-22
1. CVS CORP COMMON   2024-02-12 2025-05-22
9. COTERRA ENERGY INC   2025-05-02 2025-05-22
2. CAPITAL ONE FINL CORP   2025-05-02 2025-05-22
2. CARLISLE COS INC   2019-09-05 2025-05-22
6. CISCO SYSTEMS   2025-03-10 2025-05-22
6.237 COHEN & STEERS REALTY SHARES INSTITUTION   2023-07-19 2025-05-22
5. CORE & MAIN INC CL A   2024-04-03 2025-05-22
1. COSTCO WHOLESALE CORP   2016-07-07 2025-05-22
18.265 DFA INTM GOVT FIXED INCOME   2023-07-19 2025-05-22
321.802 DODGE & COX INCOME FUND   2020-12-07 2025-05-22
114.943 DOUBLELINE TTL RTRN BND-R6     2025-05-22
4. EASTMAN CHEM CO   2024-04-03 2025-05-22
48.96 EATON VANCE-ATLANTA SMID-R6   2020-03-02 2025-05-22
2. ECOLABS INC   2023-07-14 2025-05-22
5. ENTERGY CORP COMMON   2024-05-10 2025-05-22
1. EQUINIX INC REIT   2023-12-08 2025-05-22
4. EVERGY INC   2025-05-02 2025-05-22
31.258 FPA CRESCENT FUND-SUPR INST   2021-07-20 2025-05-22
2. FACEBOOK INC CL A     2025-05-22
1. HCA HOLDINGS INC   2022-03-18 2025-05-22
2. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-05-22
1. INTUITIVE SURGICAL INC   2023-06-15 2025-05-22
9. ISHARES CORE TOTAL US BOND MKT ETF   2022-12-16 2025-05-22
14. ISHARES S&P MIDCAP 400 INDEX FUND   2022-05-16 2025-05-22
4. J.P. MORGAN CHASE & CO.   2024-05-29 2025-05-22
68.136 JOHCM INTERNATIONAL SEL-INST   2015-12-28 2025-05-22
2. JONES LANG LASALLE INC   2024-10-03 2025-05-22
1. KNIGHT-SWIFT TRANSN HLDGS INC   2020-10-05 2025-05-22
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2025-05-22
1. ELI LILLY & CO   2024-05-29 2025-05-22
5. MICROSOFT CORPORATION   2012-08-24 2025-05-22
3. MOHAWK IND INC COMMON   2024-01-10 2025-05-22
7. MOSAIC CO   2025-05-16 2025-05-22
17. NVIDIA CORP   2024-01-10 2025-05-22
2. PNC BANK CORP COM   2020-04-06 2025-05-22
1. PALO ALTO NETWORKS INC   2025-01-10 2025-05-22
2. PALO ALTO NETWORKS INC   2023-10-04 2025-05-22
1. PARKER HANNIFIN CORP   2024-05-10 2025-05-22
4. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-05-22
3. PHILLIPS 66   2023-08-10 2025-05-22
135.593 PIMCO INVESTMENT GRADE CREDIT BD-I   2015-06-15 2025-05-22
3. PROGESSIVE CORP., OHIO COMMON   2025-01-31 2025-05-22
2. QUANTA SERVICES INC COMMON   2020-01-28 2025-05-22
4. RTX CORPORATION   2022-12-12 2025-05-22
1. SALESFORCE INC   2025-05-02 2025-05-22
1. SERVICENOW INC   2025-01-10 2025-05-22
19.222 T ROWE PRICE INTEGRATED U.S.   2020-10-05 2025-05-22
3. TARGA RESOURCES   2023-08-10 2025-05-22
2. TESLA MOTORS INC   2023-06-15 2025-05-22
2. TWILIO INC CL A   2025-05-16 2025-05-22
2. UNION PAC CORP   2008-11-24 2025-05-22
44.586 VANECK EMERGING MARKETS-Z   2015-06-15 2025-05-22
9. VERIZON COMMUNICATIONS INC   2025-03-10 2025-05-22
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2025-05-22
2. VISA INC   2024-02-15 2025-05-22
7. WAL MART STORES INCORPORATED   2019-08-19 2025-05-22
6. WELLS FARGO COMPANY   2025-02-21 2025-05-22
6. MEDTRONIC PLC   2024-10-30 2025-05-22
2. TRANE TECHNOLOGIES PLC   2016-06-29 2025-05-22
995.496 INVESCO DEVELOPING MARKETS FUND     2025-06-24
282. BELLRING BRANDS INC     2025-06-26
208. EASTMAN CHEM CO     2025-06-26
7. LPL FINANCIAL HOLDINGS INC   2024-02-15 2025-06-26
141. MOHAWK IND INC COMMON     2025-06-26
4266.606 JOHCM INTERNATIONAL SEL-INST   2015-12-28 2025-07-15
39. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
55. AMAZON COM INC COM     2025-08-29
16. EQUINIX INC REIT   2023-12-08 2025-08-29
17. ELI LILLY & CO     2025-08-29
34. VERTEX PHARMACEUTICALS INC     2025-08-29
256. CMS ENERGY CORP   2024-07-12 2025-09-25
533. COTERRA ENERGY INC   2025-05-02 2025-10-09
52. SALESFORCE INC   2025-05-02 2025-10-09
263. BERKLEY W R CORP   2022-12-12 2025-11-06
64. CARLISLE COS INC     2025-11-06
702. MOSAIC CO     2025-11-06
15. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-12-11
13. COSTCO WHOLESALE CORP   2016-07-07 2025-12-11
551. VERIZON COMMUNICATIONS INC   2025-03-10 2025-12-11
1750.142 ARTISAN INTL VALUE FUND-INS   2020-04-06 2025-12-23
2951.127 EATON VANCE-ATLANTA SMID-R6     2025-12-23
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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 3,538   790 2,748
b 22,627   16,197 6,430
c 3,184   4,006 -822
d 23,880   9,380 14,500
e 21,201   11,047 10,154
11,191   4,867 6,324
9,052   13,423 -4,371
14,961   9,382 5,579
34,970   14,802 20,168
14,910   12,403 2,507
14,886   4,438 10,448
9,445   6,450 2,995
7,341   6,619 722
15,037   22,092 -7,055
9,394   6,278 3,116
3,061   1,601 1,460
14,703   4,089 10,614
12,562   19,112 -6,550
5,957   5,359 598
6,457   762 5,695
5,196   3,790 1,406
700   561 139
366   393 -27
1,217   398 819
345   17 328
1,632   1,466 166
581   509 72
1,614   421 1,193
279   322 -43
1,500   792 708
281   306 -25
447   257 190
304   298 6
362   246 116
973   956 17
5,325   2,620 2,705
1,160   398 762
348   307 41
61   77 -16
220   231 -11
377   374 3
777   289 488
381   381  
300   279 21
264   299 -35
1,021   163 858
200   201 -1
4,000   4,805 -805
1,000   1,253 -253
326   407 -81
2,000   1,698 302
520   376 144
408   280 128
868   801 67
264   276 -12
1,300   1,214 86
1,277   599 678
377   260 117
521   365 156
545   328 217
873   896 -23
837   679 158
1,047   793 254
1,700   1,219 481
430   529 -99
44   42 2
378   258 120
719   810 -91
2,281   153 2,128
305   319 -14
247   243 4
2,271   921 1,350
346   180 166
187   173 14
373   237 136
659   561 98
702   487 215
341   346 -5
1,200   1,413 -213
834   749 85
663   80 583
537   395 142
286   274 12
1,020   1,028 -8
800   803 -3
478   253 225
692   515 177
231   232 -1
448   49 399
700   696 4
390   420 -30
432   313 119
719   558 161
674   266 408
442   474 -32
488   542 -54
853   95 758
41,990   32,096 9,894
16,117   16,635 -518
15,869   21,139 -5,270
2,526   1,804 722
14,494   13,720 774
109,481   76,330 33,151
18,760   12,796 5,964
12,767   9,100 3,667
12,560   12,822 -262
12,424   13,226 -802
13,311   10,285 3,026
18,059   15,724 2,335
12,423   13,663 -1,240
12,694   14,264 -1,570
19,649   12,950 6,699
20,430   8,449 11,981
17,813   24,462 -6,649
5,187   3,532 1,655
11,387   2,114 9,273
22,197   25,707 -3,510
94,403   47,456 46,947
111,494   71,739 39,755
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
      20,227
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       2,748
b       6,430
c       -822
d       14,500
e       10,154
      6,324
      -4,371
      5,579
      20,168
      2,507
      10,448
      2,995
      722
      -7,055
      3,116
      1,460
      10,614
      -6,550
      598
      5,695
      1,406
      139
      -27
      819
      328
      166
      72
      1,193
      -43
      708
      -25
      190
      6
      116
      17
      2,705
      762
      41
      -16
      -11
      3
      488
       
      21
      -35
      858
      -1
      -805
      -253
      -81
      302
      144
      128
      67
      -12
      86
      678
      117
      156
      217
      -23
      158
      254
      481
      -99
      2
      120
      -91
      2,128
      -14
      4
      1,350
      166
      14
      136
      98
      215
      -5
      -213
      85
      583
      142
      12
      -8
      -3
      225
      177
      -1
      399
      4
      -30
      119
      161
      408
      -32
      -54
      758
      9,894
      -518
      -5,270
      722
      774
      33,151
      5,964
      3,667
      -262
      -802
      3,026
      2,335
      -1,240
      -1,570
      6,699
      11,981
      -6,649
      1,655
      9,273
      -3,510
      46,947
      39,755
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 279,759
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 4,469
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 4,469
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 4,469
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,880
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 1,589
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)
VA
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 ofTRUIST BANK Telephone no. (804) 273-7445

Located atPO BOX 919798ORLANDOFL ZIP+4328919798
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
TRUIST BANK TRUSTEE
1 		21,115    
PO BOX 919798
ORLANDO,FL32891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,039,911
b
Average of monthly cash balances.......................
1b
77,482
c
Fair market value of all other assets (see instructions)................
1c
7,969
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,125,362
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
3,125,362
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,880
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,078,482
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
153,924
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
153,924
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,469
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,469
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
149,455
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
149,455
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
149,455
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
141,356
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
141,356
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 7 149,455
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 125,948
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 141,356
a Applied to 2024, but not more than line 2a 125,948
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..... 15,408
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		134,047
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

COMMUNITY FOUNDATION OF WESTERN VA

PO BOX 1124
MARTINSVILLE,VA24114 		NONE   GENERAL OPERATING 125,948
Total ................................. 3a 125,948
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 54,793  
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 ............ 		    18 279,759  
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) ..   334,552  
13Total. Add line 12, columns (b), (d), and (e)..................
13
334,552
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 71,692 60,146
464287226 ISHARES CORE US AGGR 51,423 51,638
722005816 PIMCO INVESTMENT GRA 80,052 73,200

TY 2025 InvestmentsCorpStockSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Name of Stock End of Year Book Value End of Year Fair Market Value
907818108 UNION PAC CORP 2,089 19,662
92826C839 VISA INC CL A 5,919 43,839
91324P102 UNITEDHEALTH GROUP I    
22160K105 COSTCO WHOLESALE COR 2,590 14,660
02079K107 ALPHABET INC CL C 7,162 119,872
46120E602 INTUITIVE SURGICAL I    
693475105 PNC FINL SVCS GROUP 7,481 25,883
58933Y105 MERCK & CO INC 22,861 24,420
594918104 MICROSOFT CORP 9,077 148,471
931142103 WALMART INC 13,336 42,447
02079K305 ALPHABET INC CL A 927 34,743
30303M102 META PLATFORMS INC C 27,761 64,029
142339100 CARLISLE COS INC    
499049104 KNIGHT-SWIFT TRANSN 293 366
G8994E103 TRANE TECHNOLOGIES P 3,479 28,412
023135106 AMAZON.COM INC 43,086 98,099
037833100 APPLE INC 1,554 122,337
038222105 APPLIED MATERIALS IN    
46625H100 JP MORGAN CHASE & CO 32,546 71,533
74762E102 QUANTA SERVICES INC 2,497 31,232
032654105 ANALOG DEVICES INC    
084423102 WR BERKLEY CORP    
169656105 CHIPOTLE MEXICAN GRI    
40412C101 HCA HEALTHCARE INC 14,548 26,144
718546104 PHILLIPS 66 19,399 21,937
75513E101 RTX CORPORATION 20,917 44,199
92532F100 VERTEX PHARMACEUTICA    
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL 15,042 34,014
09857L108 BOOKING HOLDINGS INC 10,480 21,421
11135F101 BROADCOM INC 20,285 88,256
278865100 ECOLAB INC 14,847 20,739
29364G103 ENTERGY CORP 20,495 32,905
50212V100 LPL FINANCIAL HOLDIN 14,086 19,644
532457108 LILLY ELI & CO 20,300 34,390
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 43,174 189,484
697435105 PALO ALTO NETWORKS I 15,358 23,946
87612G101 TARGA RESOURCES 15,865 28,598
88160R101 TESLA INC 24,758 45,871
928881101 VONTIER CORP    
03073E105 CENCORA INC 17,552 24,656
040413205 ARISTA NETWORKS INC 24,014 28,171
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC 17,275 24,618
125896100 CMS ENERGY CORP    
126650100 CVS HEALTH CORP 542 556
21874C102 CORE & MAIN INC CL A 15,771 13,824
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN 22,295 36,138
48020Q107 JONES LANG LASALLE I 17,695 25,572
701094104 PARKER HANNIFIN CORP 16,822 26,369
718172109 PHILIP MORRIS INTL I 27,316 36,411
743315103 PROGRESSIVE CORP 27,394 30,059
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC 29,897 31,988
00287Y109 ABBVIE INC 25,519 28,104
046353108 ASTRAZENECA PLC SPON 25,782 30,613
14040H105 CAPITAL ONE FINANCIA 19,027 23,994
17275R102 CISCO SYSTEMS INC 22,460 27,269
22788C105 CROWDSTRIKE HOLDINGS 12,721 11,719
30034W106 EVERGY INC 28,223 28,851
478160104 JOHNSON & JOHNSON 23,393 27,524
512807306 LAM RESEARCH CORPORA 24,728 44,849
688239201 OSHKOSH CORP 21,605 21,734
81762P102 SERVICENOW INC 26,715 19,915
90138F102 TWILIO INC CL A 14,015 17,211
91912E105 VALE S.A. SPONSORED 20,475 23,089
92537N108 VERTIV HOLDINGS LLC 12,419 11,017
949746101 WELLS FARGO & CO 29,176 34,484
G3265R107 APTIV PLC 15,131 14,457

TY 2025 InvestmentsOtherSchedule2
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87283A102 T. ROWE PRICE QM US AT COST 27,025 48,438
00143W859 INVESCO DEVELOPING M      
277902235 EATON VANCE ATLANTA      
256210105 DODGE & COX INCOME F AT COST 262,459 262,066
04314H857 ARTISAN INTERNATIONA      
30254T676 FPA CRESCENT FD AT COST 70,789 79,626
46653M849 JOHCM INTERNATIONAL      
464287507 ISHARES CORE S&P MID AT COST 39,983 54,384
19247U106 COHEN & STEERS INSTI AT COST 17,108 18,261
233203876 DFA INTERMEDIATE GOV AT COST 11,930 12,180
29444U700 EQUINIX INC      
92107P889 VANECK EMERGING MARK AT COST 34,715 44,125
14064D451 FULLERTHALER BEHAVIO AT COST 55,868 54,551
233203371 DFA INTERNATIONAL CO AT COST 155,770 167,413
921943858 VANGUARD FTSE DEVELO AT COST 88,687 93,330
922908629 VANGUARD INDEX FUND AT COST 55,681 55,142

TY 2025 OtherAssetsSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
99A004789 A1 SMITH LAKE RD (51 8,160 8,160 7,650


TY 2025 OtherDecreasesSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Description Amount
2025 TRANSACTION POSTED IN 2026 856
COST BASIS ADJUSTMENT 411
ROUNDING 7


TY 2025 OtherExpensesSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 3,350 0   3,350
REAL ESTATE EXPENSE ON NON-REN 1,232 1,232   0
OTHER EXPENSE (NON-DEDUCTIBLE 19 19   0


TY 2025 OtherIncreasesSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Description Amount
2024 TRANSACTION POSTED IN 2025 920


TY 2025 TaxesSchedule
Name:
VICTOR A & LOUISE R LESTER EDU FUND
EIN:
82-3533400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAX ON NON-RENTAL 219 219   0
FEDERAL TAX PAYMENT - PRIOR YE 1,318 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,880 0   0
FOREIGN TAXES ON QUALIFIED FOR 716 716   0
FOREIGN TAXES ON NONQUALIFIED 140 140   0