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
C G FULLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
 
Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

57-6050492
B Telephone number (see instructions)

8888663275
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)$5,085,386
J 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... 107,554 107,273  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,289
b Gross sales price for all assets on line 6a 600,727
7 Capital gain net income (from Part IV, line 2)... 76,289
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........ 183,843 183,562  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,458 40,475   26,983
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)....... 1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 7,196 2,867   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)....... 12 12    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,916 44,104 0 27,483
25 Contributions, gifts, grants paid....... 181,000 181,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 256,916 44,104 0 208,483
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,073
b Net investment income (if negative, enter -0-) 139,458
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......... 95,669 93,560 93,560
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)....... 3,186,131 Click to see attachment
List of Attached Documents:
// Content
3,114,349
4,991,826
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,281,800 3,207,909 5,085,386
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........ 3,281,800 3,207,909
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)..... 3,281,800 3,207,909
30 Total liabilities and net assets/fund balances (see instructions). 3,281,800 3,207,909
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
3,281,800
2
Enter amount from Part I, line 27a .....................
2
-73,073
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
38
4
Add lines 1, 2, and 3 ..........................
4
3,208,765
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
856
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,207,909
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 2. ADOBE SYS INC   2020-07-24 2025-02-11
b 5. ADOBE SYS INC   2023-02-14 2025-02-11
c 6. ADOBE SYS INC   2019-06-18 2025-02-11
d 14. ADOBE SYS INC   2018-11-30 2025-02-11
e 28. L3HARRIS TECHNOLOGIES INC   2020-07-24 2025-02-11
75. MGM GRAND INCORPORATED   2021-05-28 2025-02-11
8. MERCK AND CO INC SHS   2022-08-03 2025-02-11
2. MERCK AND CO INC SHS   2022-08-03 2025-02-11
59. MERCK AND CO INC SHS   2022-09-19 2025-02-11
105. MERCK AND CO INC SHS   2022-03-14 2025-02-11
35. MERCK AND CO INC SHS   2021-05-28 2025-02-11
12. NORTHROP CORPORATION   2023-02-27 2025-02-11
5. TARGET CORP   2019-06-18 2025-02-11
61. TARGET CORP   2018-11-30 2025-02-11
24. EATON CORP PLC   2019-06-18 2025-02-11
11. L3HARRIS TECHNOLOGIES INC   2020-07-24 2025-02-12
158. MGM GRAND INCORPORATED   2021-05-28 2025-02-12
17. MGM GRAND INCORPORATED   2022-08-03 2025-02-12
656. ISHARES CORE TOT U S BD MKT ETF   2023-12-20 2025-03-20
107. ISHARES RUSSELL 2000 ETF   2024-03-07 2025-03-20
186. VANGUARD TOTAL INTERNATL BOND ETF   2024-10-29 2025-03-20
469. VANGUARD TOTAL INTERNATL BOND ETF   2023-01-31 2025-03-20
12. VANGUARD TOTAL INTERNATL BOND ETF   2023-01-31 2025-03-20
6. VANGUARD TOTAL INTERNATL BOND ETF   2023-01-31 2025-03-20
16. VANGUARD TOTAL INTERNATL BOND ETF   2023-01-31 2025-03-20
378. VANGUARD TOTAL INTERNATL BOND ETF   2023-01-31 2025-03-20
750. VANGUARD TOTAL INTERNATL BOND ETF   2022-10-27 2025-03-20
88. VANGUARD FTSE EMERGING MARKETS ETF   2024-12-20 2025-03-20
151. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-03-20
44. CONOCOPHILLIPS COM   2021-05-28 2025-04-04
48. METLIFE INC   2024-10-21 2025-06-16
3. CONSTELLATION ENERGY CORP REG SHS   2025-03-26 2025-07-15
15. CONSTELLATION ENERGY CORP REG SHS   2024-07-12 2025-07-15
22. LUMH MOET HENNESSY LOUIS VUITTON   2025-02-12 2025-07-15
40. LUMH MOET HENNESSY LOUIS VUITTON   2022-08-03 2025-07-15
8. LUMH MOET HENNESSY LOUIS VUITTON   2025-03-26 2025-07-15
27. LUMH MOET HENNESSY LOUIS VUITTON   2024-11-13 2025-07-15
5. ABBOTT LABORATORIES   2025-03-26 2025-08-22
22. ALPHABET INC SHS CL A   2025-03-26 2025-08-22
10. AMAZON COM INC   2025-03-26 2025-08-22
19. APPLE INC COM   2025-03-26 2025-08-22
9. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-05-21 2025-08-22
2. BECTON DICKINSON & COMPANY   2024-05-20 2025-08-22
1. BECTON DICKINSON & COMPANY   2024-05-21 2025-08-22
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-03-26 2025-08-22
11. BLACKSTONE INC   2025-03-26 2025-08-22
1. BLACKROCK INC REG SHS   2025-03-26 2025-08-22
8. BOSTON SCIENTIFIC CORPORATION   2025-03-26 2025-08-22
20. BROADCOM INC   2025-03-26 2025-08-22
4. CAPITAL ONE FINANCIAL CORPORATION   2025-02-11 2025-08-22
4. CHEVRONTEXACO CORP COM   2025-03-26 2025-08-22
11. DUPONT DE NEMOURS INC   2025-02-11 2025-08-22
1. EQUINIX INC   2025-03-26 2025-08-22
7. EXXON MOBIL CORPORATION   2025-03-26 2025-08-22
4. META PLATFORMS INC CLASS A COMMON STOCK   2025-03-26 2025-08-22
14. FREEPORT-MCMORAN COPPER & GOLD INC COM   2022-03-14 2025-08-22
2. GE AEROSPACE   2025-03-26 2025-08-22
3. HILTON WORLDWIDE HOLDINGS INC REG   2025-02-11 2025-08-22
4. HOME DEPOT INC   2025-03-26 2025-08-22
30. ISHARES RUSSELL MID-CAP ETF   2025-03-20 2025-08-22
12. ISHARES RUSSELL 2000 ETF   2024-03-07 2025-08-22
5. J P MORGAN CHASE & CO COM   2025-03-26 2025-08-22
8. KKR & CO INC CL A   2025-03-26 2025-08-22
15. MARVELL TECH INC   2025-03-26 2025-08-22
8. MICROSOFT CORPORATION   2025-02-11 2025-08-22
1. MICROSOFT CORPORATION   2025-03-26 2025-08-22
10. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2025-03-26 2025-08-22
40. NVIDIA CORP COM   2025-03-26 2025-08-22
3. PNC FINCL SERVICES GROUP   2022-03-14 2025-08-22
9. PALO ALTO NETWORKS INC COM   2025-03-26 2025-08-22
7. PROLOGIS INC   2025-03-26 2025-08-22
3. QUANTA SVCS INC   2025-03-26 2025-08-22
5. RTX CORP CORP   2025-03-26 2025-08-22
9. SS SPDR SP BIOTECH ETF   2024-03-18 2025-08-22
3. SALESFORCE.COM INC COMMON   2025-03-26 2025-08-22
9. SEMPRA ENERGY   2024-11-12 2025-08-22
10. TESLA INC   2024-11-12 2025-08-22
2. THERMO ELECTRON CORP   2023-02-14 2025-08-22
1. THERMO ELECTRON CORP   2025-02-11 2025-08-22
5. 3M CO COM   2025-03-26 2025-08-22
6. UBER TECHNOLOGIES INC   2024-10-21 2025-08-22
4. VALERO ENERGY CORP - NEW   2024-03-18 2025-08-22
199. VANGUARD FTSE DEVELOPED MARKETS ETF   2025-03-20 2025-08-22
79. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-08-22
22. VERTIV HLDG CO   2025-02-11 2025-08-22
4. VISA INC CL A SHRS   2025-03-26 2025-08-22
3. VISTRA CORP   2024-11-12 2025-08-22
9. WELLS FARGO COMPANY   2025-02-11 2025-08-22
3. EATON CORP PLC   2025-03-26 2025-08-22
2. ASML HLDG NV NY REG SHS   2025-02-11 2025-08-22
53. ISHARES RUSSELL MID-CAP ETF   2025-03-20 2025-08-28
46. ISHARES RUSSELL 2000 ETF   2024-03-07 2025-08-28
25. AT&T INC   2025-03-26 2025-10-01
5. ALPHABET INC SHS CL A   2025-03-26 2025-10-01
6. AMAZON COM INC   2025-03-26 2025-10-01
13. APPLE INC COM   2025-03-26 2025-10-01
20. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-05-21 2025-10-01
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-03-26 2025-10-01
5. BROADCOM INC   2025-03-26 2025-10-01
5. CISCO SYSTEMS INCORPORATED   2025-03-26 2025-10-01
5. CISCO SYSTEMS INCORPORATED   2022-03-14 2025-10-01
14. COCA COLA CO COM   2025-03-26 2025-10-01
1. COSTCO WHSL CORP NEW COM   2025-03-26 2025-10-01
2. GE AEROSPACE   2025-03-26 2025-10-01
9. GENERAL MOTORS CO COMMON SHARES   2025-03-26 2025-10-01
2. GENERAL MOTORS CO COMMON SHARES   2025-07-22 2025-10-01
4. JOHNSON & JOHNSON   2023-02-14 2025-10-01
1. LILLY ELI & COMPANY   2025-03-26 2025-10-01
1. LILLY ELI & COMPANY   2024-05-21 2025-10-01
2. MCDONALDS CORP   2025-07-15 2025-10-01
7. MERCK AND CO INC SHS   2025-03-26 2025-10-01
5. MERCK AND CO INC SHS   2021-05-28 2025-10-01
6. MICROSOFT CORPORATION   2025-03-26 2025-10-01
7. MONDELEZ INTERNATIONAL INC   2025-03-26 2025-10-01
6. MONDELEZ INTERNATIONAL INC   2020-07-24 2025-10-01
7. NEXTERA ENERGY INC SHS   2022-08-03 2025-10-01
3. NEXTERA ENERGY INC SHS   2022-08-03 2025-10-01
5. NEXTERA ENERGY INC SHS   2022-03-14 2025-10-01
17. NVIDIA CORP COM   2025-03-26 2025-10-01
3. PALO ALTO NETWORKS INC COM   2025-03-26 2025-10-01
2. PROCTER & GAMBLE CO COM   2025-03-26 2025-10-01
2. PROCTER & GAMBLE CO COM   2023-06-30 2025-10-01
2. QUANTA SVCS INC   2025-03-26 2025-10-01
11. SYSCO CORPORATION   2022-08-03 2025-10-01
2. TESLA INC   2024-11-12 2025-10-01
3. THERMO ELECTRON CORP   2025-02-11 2025-10-01
2. UNITEDHEALTH GROUP INC   2025-03-26 2025-10-01
54. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-10-01
12. VERTIV HLDG CO   2025-02-11 2025-10-01
1. VISA INC CL A SHRS   2025-03-26 2025-10-01
2. VISA INC CL A SHRS   2019-06-18 2025-10-01
8. WAL-MART STORES INCORPORATED   2025-03-26 2025-10-01
1. WAL-MART STORES INCORPORATED   2021-05-28 2025-10-01
4. WASTE MANAGEMENT INC   2025-03-26 2025-10-01
1. ASML HLDG NV NY REG SHS   2025-02-11 2025-10-01
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2025-03-26 2025-12-19
29. BERKSHIRE HATHAWAYINC DEL CL B NEW   2019-06-18 2025-12-19
69. CHIPOTLE MEXICAN GRILL   2025-02-05 2025-12-19
74. CHIPOTLE MEXICAN GRILL   2025-02-18 2025-12-19
11. CHIPOTLE MEXICAN GRILL   2025-03-26 2025-12-19
10. NUTANIX INC   2025-03-26 2025-12-19
44. NUTANIX INC   2024-03-18 2025-12-19
69. NUTANIX INC   2024-05-31 2025-12-19
1. PALO ALTO NETWORKS INC COM   2025-03-26 2025-12-19
46. PALO ALTO NETWORKS INC COM   2020-07-24 2025-12-19
29. VALERO ENERGY CORP - NEW   2024-03-18 2025-12-19
13. VALERO ENERGY CORP - NEW   2024-05-31 2025-12-19
22. AT&T INC   2023-03-24 2025-12-22
16. AT&T INC   2025-03-26 2025-12-22
3. ABBOTT LABORATORIES   2019-06-18 2025-12-22
8. ABBOTT LABORATORIES   2025-03-26 2025-12-22
1. ALPHABET INC SHS CL A   2025-03-26 2025-12-22
5. ALPHABET INC SHS CL A   2022-03-14 2025-12-22
5. ALPHABET INC SHS CL A   2022-08-03 2025-12-22
1. ALPHABET INC SHS CL A   2023-02-14 2025-12-22
4. AMAZON COM INC   2025-03-26 2025-12-22
5. AMAZON COM INC   2024-08-13 2025-12-22
9. APPLE INC COM   2010-07-01 2025-12-22
3. BECTON DICKINSON & COMPANY   2024-05-21 2025-12-22
2. BERKSHIRE HATHAWAYINC DEL CL B NEW   2019-06-18 2025-12-22
4. BLACKSTONE INC   2024-01-29 2025-12-22
1. BLACKROCK INC REG SHS   2020-07-24 2025-12-22
7. BOSTON SCIENTIFIC CORPORATION   2024-05-21 2025-12-22
6. BOSTON SCIENTIFIC CORPORATION   2025-03-26 2025-12-22
11. BROADCOM INC   2025-03-26 2025-12-22
1. CHENIERE ENERGY   2023-12-12 2025-12-22
3. CHENIERE ENERGY   2025-03-26 2025-12-22
4. CHEVRONTEXACO CORP COM   2010-07-01 2025-12-22
2. CHEVRONTEXACO CORP COM   2025-03-26 2025-12-22
1. DEERE & COMPANY   2019-06-18 2025-12-22
1. DEERE & COMPANY   2025-03-26 2025-12-22
1. DISNEY WALT CO   2025-03-26 2025-12-22
5. DISNEY WALT CO   2023-06-30 2025-12-22
7. EXXON MOBIL CORPORATION   2024-03-18 2025-12-22
3. EXXON MOBIL CORPORATION   2025-03-26 2025-12-22
1. META PLATFORMS INC CLASS A COMMON STOCK   2025-03-26 2025-12-22
2. META PLATFORMS INC CLASS A COMMON STOCK   2024-11-12 2025-12-22
28. FREEPORT-MCMORAN COPPER & GOLD INC COM   2022-03-14 2025-12-22
1. GE AEROSPACE   2025-03-26 2025-12-22
2. GE AEROSPACE   2025-02-11 2025-12-22
1. HOME DEPOT INC   2019-06-18 2025-12-22
1. HOME DEPOT INC   2025-03-26 2025-12-22
85. ISHARES CORE TOT U S BD MKT ETF   2025-10-01 2025-12-22
192. ISHARES RUSSELL MID-CAP ETF   2025-10-01 2025-12-22
82. ISHARES RUSSELL 2000 ETF   2024-03-07 2025-12-22
5. J P MORGAN CHASE & CO COM   2025-03-26 2025-12-22
4. J P MORGAN CHASE & CO COM   2019-06-18 2025-12-22
1. JOHNSON & JOHNSON   2023-02-14 2025-12-22
2. JOHNSON & JOHNSON   2025-03-26 2025-12-22
1. JOHNSON & JOHNSON   2018-11-30 2025-12-22
8. MARVELL TECH INC   2025-03-26 2025-12-22
3. MARVELL TECH INC   2020-07-24 2025-12-22
8. MICROSOFT CORPORATION   2025-03-26 2025-12-22
4. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2025-03-26 2025-12-22
4. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-06-18 2025-12-22
27. NVIDIA CORP COM   2025-03-26 2025-12-22
8. NVIDIA CORP COM   2018-11-30 2025-12-22
6. PALO ALTO NETWORKS INC COM   2020-07-24 2025-12-22
3. QUANTA SVCS INC   2022-09-19 2025-12-22
4. RTX CORP CORP   2025-03-26 2025-12-22
6. RTX CORP CORP   2023-02-27 2025-12-22
11. SS SPDR SP BIOTECH ETF   2024-03-18 2025-12-22
2. SS SPDR SP BIOTECH ETF   2024-05-21 2025-12-22
1. SALESFORCE.COM INC COMMON   2024-05-31 2025-12-22
4. SALESFORCE.COM INC COMMON   2025-03-26 2025-12-22
9. SEMPRA ENERGY   2024-11-12 2025-12-22
2. TESLA INC   2024-11-12 2025-12-22
7. UBER TECHNOLOGIES INC   2024-10-21 2025-12-22
3. UNION PAC CORP COM   2025-02-11 2025-12-22
248. VANGUARD FTSE DEVELOPED MARKETS ETF   2025-10-01 2025-12-22
301. VANGUARD FTSE DEVELOPED MARKETS ETF   2025-03-20 2025-12-22
4. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-12-22
2. VISA INC CL A SHRS   2019-06-18 2025-12-22
6. WAL-MART STORES INCORPORATED   2021-05-28 2025-12-22
3. WASTE MANAGEMENT INC   2023-12-12 2025-12-22
1. WASTE MANAGEMENT INC   2025-03-26 2025-12-22
1. EATON CORP PLC   2025-03-26 2025-12-22
2. EATON CORP PLC   2019-06-18 2025-12-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 916   868 48
b 2,289   1,875 414
c 2,747   1,664 1,083
d 6,410   3,486 2,924
e 5,797   4,794 1,003
2,576   3,221 -645
692   701 -9
173   175 -2
5,106   5,095 11
9,086   8,155 931
3,029   2,535 494
5,678   5,641 37
655   434 221
7,990   4,324 3,666
7,481   1,866 5,615
2,226   1,883 343
5,429   6,786 -1,357
584   581 3
64,834   64,850 -16
22,062   22,130 -68
9,055   9,292 -237
22,833   22,751 82
584   582 2
292   291 1
779   776 3
18,402   18,312 90
36,513   36,210 303
4,071   3,917 154
6,986   6,359 627
3,852   2,449 1,403
3,762   4,076 -314
952   660 292
4,759   3,295 1,464
2,438   3,135 -697
4,433   5,567 -1,134
887   1,023 -136
2,992   3,294 -302
661   630 31
4,491   3,716 775
2,271   2,039 232
4,322   4,271 51
727   709 18
398   474 -76
199   236 -37
979   1,072 -93
1,893   1,639 254
1,153   976 177
851   810 41
5,942   3,704 2,238
887   799 88
634   674 -40
850   906 -56
790   846 -56
777   829 -52
3,007   2,483 524
604   621 -17
537   426 111
834   808 26
1,651   1,451 200
2,891   2,584 307
2,821   2,482 339
1,483   1,267 216
1,142   978 164
1,100   1,025 75
4,056   3,283 773
507   394 113
1,486   1,256 230
7,089   4,665 2,424
604   549 55
1,666   1,694 -28
790   773 17
1,157   803 354
785   679 106
819   841 -22
741   855 -114
746   829 -83
3,376   3,298 78
999   1,152 -153
500   544 -44
795   769 26
581   481 100
577   663 -86
11,854   10,463 1,391
4,116   3,327 789
2,820   2,695 125
1,399   1,385 14
576   421 155
713   718 -5
1,051   878 173
1,508   1,499 9
5,106   4,565 541
10,900   9,514 1,386
694   689 5
1,226   845 381
1,332   1,223 109
3,335   2,922 413
1,680   1,576 104
997   1,072 -75
1,670   926 744
342   309 33
342   271 71
932   968 -36
917   935 -18
603   426 177
554   475 79
123   99 24
744   651 93
827   836 -9
827   802 25
601   603 -2
633   617 16
452   362 90
3,116   2,364 752
441   459 -18
378   329 49
544   604 -60
233   256 -23
389   395 -6
3,188   1,983 1,205
611   565 46
306   328 -22
306   304 2
845   535 310
909   944 -35
920   660 260
1,592   1,632 -40
694   1,034 -340
2,943   2,274 669
1,938   1,470 468
347   346 1
695   338 357
815   678 137
102   47 55
883   911 -28
1,000   750 250
994   1,072 -78
14,418   5,967 8,451
2,606   3,971 -1,365
2,795   4,131 -1,336
415   545 -130
524   739 -215
2,307   2,825 -518
3,617   3,705 -88
187   188 -1
8,609   1,878 6,731
4,711   4,809 -98
2,112   2,021 91
533   409 124
388   441 -53
378   250 128
1,007   1,008 -1
309   169 140
1,544   631 913
1,544   591 953
309   95 214
914   815 99
1,142   844 298
2,438   80 2,358
592   709 -117
998   412 586
620   490 130
1,087   572 515
674   531 143
578   607 -29
3,779   2,037 1,742
190   171 19
569   701 -132
600   271 329
300   337 -37
468   158 310
468   482 -14
112   102 10
561   447 114
826   783 43
354   355 -1
660   621 39
1,321   1,171 150
1,415   1,241 174
316   213 103
631   416 215
347   208 139
347   363 -16
8,480   8,514 -34
18,804   18,533 271
20,857   16,959 3,898
1,610   1,267 343
1,288   443 845
208   163 45
415   323 92
208   146 62
680   547 133
255   106 149
3,886   3,152 734
718   502 216
718   173 545
4,952   3,149 1,803
1,467   32 1,435
1,135   245 890
1,298   425 873
743   543 200
1,114   598 516
1,387   1,027 360
252   185 67
263   224 39
1,052   1,141 -89
791   829 -38
989   660 329
568   561 7
701   739 -38
15,399   14,989 410
18,690   15,827 2,863
214   168 46
704   338 366
675   284 391
657   528 129
219   228 -9
320   293 27
640   155 485
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
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      14
      14
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      14
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      14
      14
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      14
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      14
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      14
      14
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      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
      14
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       48
b       414
c       1,083
d       2,924
e       1,003
      -645
      -9
      -2
      11
      931
      494
      37
      221
      3,666
      5,615
      343
      -1,357
      3
      -16
      -68
      -237
      82
      2
      1
      3
      90
      303
      154
      627
      1,403
      -314
      292
      1,464
      -697
      -1,134
      -136
      -302
      31
      775
      232
      51
      18
      -76
      -37
      -93
      254
      177
      41
      2,238
      88
      -40
      -56
      -56
      -52
      524
      -17
      111
      26
      200
      307
      339
      216
      164
      75
      773
      113
      230
      2,424
      55
      -28
      17
      354
      106
      -22
      -114
      -83
      78
      -153
      -44
      26
      100
      -86
      1,391
      789
      125
      14
      155
      -5
      173
      9
      541
      1,386
      5
      381
      109
      413
      104
      -75
      744
      33
      71
      -36
      -18
      177
      79
      24
      93
      -9
      25
      -2
      16
      90
      752
      -18
      49
      -60
      -23
      -6
      1,205
      46
      -22
      2
      310
      -35
      260
      -40
      -340
      669
      468
      1
      357
      137
      55
      -28
      250
      -78
      8,451
      -1,365
      -1,336
      -130
      -215
      -518
      -88
      -1
      6,731
      -98
      91
      124
      -53
      128
      -1
      140
      913
      953
      214
      99
      298
      2,358
      -117
      586
      130
      515
      143
      -29
      1,742
      19
      -132
      329
      -37
      310
      -14
      10
      114
      43
      -1
      39
      150
      174
      103
      215
      139
      -16
      -34
      271
      3,898
      343
      845
      45
      92
      62
      133
      149
      734
      216
      545
      1,803
      1,435
      890
      873
      200
      516
      360
      67
      39
      -89
      -38
      329
      7
      -38
      410
      2,863
      46
      366
      391
      129
      -9
      27
      485
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 76,289
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 1,938
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 1,938
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 1,938
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,700
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 2,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 762
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax762 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)
SC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
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
BANK OF AMERICA TRUSTEE
1
59,458    
PO BOX 653067
DALLAS,TX752653067
CLINTON C LEMON TRUSTEE
1
4,000    
122 MAIN ST FL 2
BARNWELL,SC29812
VICTOR B JOHN III TRUSTEE
1
4,000    
4625 BELLEFIELD LN
COLUMBIA,SC292064501
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
4,772,498
b
Average of monthly cash balances.......................
1b
79,196
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,851,694
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,851,694
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,778,919
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
238,946
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
238,946
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,938
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,938
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
237,008
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
237,008
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
237,008
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
208,483
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
208,483
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 7 237,008
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 191,246
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: $ 208,483
a Applied to 2024, but not more than line 2a 191,246
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..... 17,237
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 ..........
219,771
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 e-mail address of the person to whom applications should be addressed:
C G FULLER FOUNDATION
C/O BANK OF AMERICA 1901 MAIN STRE
COLUMBIA,SC292012434
(803) 255-7381
bThe form in which applications should be submitted and information and materials they should include:
MANDATORY GRANT FORM AVAILABLE UPON REQUEST FROM FOUNDATION.
cAny submission deadlines:
NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501(c)3 ORGANIZATIONS LOCATED IN SOUTH CAROLINA
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

BARNWELL COUNTY MUSEUM & HISTORICAL SOC

9426 MARLBORO AVENUE
BARNWELL,SC29812
N/A   UNRESTRICTED GENERAL 30,000

TAYLORS' FREE MEDICAL CLINIC INC

400 W MAIN STREET
TAYLORS,SC296872951
N/A   UNRESTRICTED GENERAL 5,000

EMMANUEL'S HAMMER

143 DRY ROCK ROAD
TOWNVILLE,SC296893837
N/A   UNRESTRICTED GENERAL 3,000

COLLEGE OF CHARLESTON

66 GEORGE STREET
CHARLESTON,SC29424
N/A   SCHOLARSHIPS 2,500

APPALACHIAN STATE UNIVERSITY

ASU BOX 32064
BOONE,NC28608
N/A   SCHOLARSHIPS 2,500

TURNING POINT OF SOUTH CAROLINA

24 BRUCE ROAD
GREENVILLE,SC296054836
N/A   UNRESTRICTED GENERAL 5,000

EPWORTH CHILDRENS' HOME

PO BOX 50466
COLUMBIA,SC29250
N/A   UNRESTRICTED GENERAL 15,000

WOFFORD COLLEGE

NORTH CHURCH STREET
SPARTANBURG,SC29303
N/A   SCHOLARSHIPS 17,500

BOYS FARM INC

PO BOX 713
NEWBERRY,SC29108
N/A   UNRESTRICTED GENERAL 20,000

CHARLESTON SOUTHERN UNIVERSITY

9200 UNIVERSITY BLVD
CHARLESTON,SC29202
N/A   SCHOLARSHIPS 5,000

THE CIRCLE THEATRE INC

PO BOX 92
BARNWELL,SC298120000
N/A   UNRESTRICTED GENERAL 15,000

SOUTH CAROLINA CHILDREN'S THEATRE

PO BOX 9340
GREENVILLE,SC296049340
N/A   UNRESTRICTED GENERAL 5,000

DICKERSON CHILDREN'S ADVOCACY CENTER

140 GIBSON ROAD
LEXINGTON,SC29072
N/A   UNRESTRICTED GENERAL 15,000

CLEMSON UNIVERSITY

101 CALHOUN DRIVE
CLEMSON,SC29634
N/A   SCHOLARSHIPS 2,500

RICHLAND COUNTY PUBLIC LIBRARY

1431 ASSEMBLY STREET
COLUMBIA,SC29201
N/A   UNRESTRICTED GENERAL 10,500

UNIVERSITY OF SOUTH CAROLINA - COLUMBIA

1500 PENDLETON STREET
COLUMBIA,SC29208
N/A   SCHOLARSHIPS 5,000

GREENVILLE THEATRE

444 COLLEGE STREET
GREENVILLE,SC296012017
N/A   UNRESTRICTED GENERAL 5,000

UNIVERSITY SOUTH CAROLINA AT AIKEN

471 UNIVERSITY PARKWAY
AIKEN,SC29801
N/A   SCHOLARSHIPS 2,500

BARNWELL UNITED METHODIST CHURCH

PO BOX 126
BARNWELL,SC29812
N/A   UNRESTRICTED GENERAL 10,000

MERCY HOUSE

1224 CURTIS STREET
ROCK HILL,SC297304252
N/A   UNRESTRICTED GENERAL 5,000
Total ................................. 3a 181,000
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 ....     14 107,554  
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 76,289  
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) ..   183,843  
13Total. Add line 12, columns (b), (d), and (e)..................
13
183,843
(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:
C G FULLER FOUNDATION
EIN:
57-6050492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 GeneralExplanationAttachment
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2025 InvestmentsCorpStockSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Name of Stock End of Year Book Value End of Year Fair Market Value
78464A870 SS SPDR SP BIOTECH E 15,150 21,338
29444U700 EQUINIX INC 5,161 5,363
74340W103 PROLOGIS INC 6,911 11,489
16411R208 CHENIERE ENERGY 7,003 8,164
166764100 CHEVRON CORP 6,020 13,564
30231G102 EXXON MOBIL CORP 16,804 20,097
91913Y100 VALERO ENERGY CORP N 4,238 7,326
26614N102 DUPONT DE NEMOURS 4,327 6,472
35671D857 FREEPORT-MCMORAN INC 12,708 16,507
74743L100 QNITY ELECTRONICS IN 6,199 6,573
G29183103 EATON CORP PLC 3,656 15,607
097023105 BOEING COMPANY 4,369 4,125
244199105 DEERE CO 2,315 6,984
369604301 GE AEROSPACE 10,992 17,558
74762E102 QUANTA SERVICES INC 9,813 29,544
75513E101 RTX CORP CORP 10,877 22,191
88579Y101 3M COMPANY 11,851 13,929
90353T100 UBER TECHNOLOGIES IN 7,583 7,926
907818108 UNION PACIFIC CORP 6,194 7,402
92537N108 VERTIV HLDG CO 12,658 27,218
94106L109 WASTE MANAGEMENT INC 12,072 16,698
023135106 AMAZON COM INC COM 31,033 69,246
37045V100 GENERAL MOTORS CO CO 6,556 13,418
43300A203 HILTON WORLDWIDE HOL 7,826 13,214
437076102 HOME DEPOT INC 11,091 19,958
580135101 MCDONALDS CORP 17,649 17,727
88160R101 TESLA INC 19,072 35,078
191216100 COCA COLA COM 10,950 15,870
22160K105 COSTCO WHOLESALE CRP 9,122 23,283
609207105 MONDELEZ INTERNATION 10,448 10,658
742718109 PROCTER & GAMBLE CO 12,006 11,608
871829107 SYSCO CORPORATION 14,817 14,370
931142103 WALMART INC 9,325 22,393
002824100 ABBOTT LABS 12,817 19,796
046353108 ASTRAZENECA PLC SPND 12,853 15,168
075887109 BECTON DICKINSON CO 12,497 10,286
101137107 BOSTON SCIENTIFIC CO 8,400 19,165
478160104 JOHNSON AND JOHNSON 10,938 15,935
532457108 ELI LILLY & CO 10,310 13,971
58933Y105 MERCK AND CO INC SHS 6,301 9,158
883556102 THERMO FISHER SCIENT 16,932 19,701
91324P102 UNITEDHEALTH GROUP I 12,352 9,903
084670702 BERKSHIRE HATHAWAYIN 11,037 28,148
09260D107 BLACKSTONE INC 12,898 17,264
09290D101 BLACKROCK INC REG SH 7,020 17,125
14040H105 CAPITAL ONE FINL 15,914 18,177
46625H100 JPMORGAN CHASE & CO 13,790 42,533
48251W104 KKR & CO INC C 7,637 16,955
57636Q104 MASTERCARD INC 14,022 14,843
617446448 MORGAN STANLEY 7,015 28,760
693475105 PNC FINCL SERVICES G 9,799 11,480
92826C839 VISA INC CL A SHRS 14,970 34,019
949746101 WELLS FARGO & CO 18,323 21,343
N07059210 ASML HLDG NV NY REG 13,350 23,537
037833100 APPLE INC 4,074 124,512
11135F101 BROADCOM INC 8,773 106,599
17275R102 CISCO SYSTEMS INC 9,533 14,096
573874104 MARVELL TECH INC 5,773 17,931
594918104 MICROSOFT CORP 33,618 114,618
67066G104 NVIDIA 3,035 143,978
69608A108 PALANTIR TECHNOLOGIE 15,303 14,042
697435105 PALO ALTO NETWORKS I 5,989 28,183
79466L302 SALESFORCE INC 12,407 20,398
00206R102 AT&T INC 11,910 15,922
02079K305 ALPHABET INC SHS 25,182 106,420
254687106 DISNEY (WALT) CO COM 4,828 6,144
30303M102 META PLATFORMS INC C 30,362 42,906
21037T109 CONSTELLATION ENERGY 3,847 6,359
65339F101 NEXTERA ENERGY INC S 13,481 14,210
816851109 SEMPRA 14,089 15,186
92840M102 VISTRA CORP 5,980 8,389
SEE ATTACHED    
464287226 ISHARES CORE U.S. AG 744,964 758,589
464287499 ISHARES RUSSELL MIDC 487,079 902,724
464287655 ISHARES TR RUSSELL 2 263,495 397,056
78468R606 STATE STREET SPDR PO 48,955 49,163
921943858 VANGUARD FTSE DEVELO 467,157 714,907
922042858 VANGUARD FTSE EMERGI 308,544 409,329

TY 2025 OtherDecreasesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Amount
COST BASIS ADJUSTMENT 822
TAX EFFECTIVE SALES ADJUSTMENT 34


TY 2025 OtherExpensesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 12 12   0


TY 2025 OtherIncreasesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Description Amount
ROUNDING ADJUSTMENT 21
TAX EFFECTIVE POSTING ADJUSTMENT 17


TY 2025 TaxesSchedule
Name:
C G FULLER FOUNDATION
EIN:
57-6050492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 66 66   0
EXCISE TAX - PRIOR YEAR 1,629 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,700 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,786 1,786   0
FOREIGN TAXES ON NONQUALIFIED 1,015 1,015   0