TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

OMB No. 1545-0047

2025

Open to Public Inspection

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

Name of foundation
ELIZABETH RUDDICK NUGENT FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 125 3RD STREET
Room/suite

City or town
COLUMBUS

State or province
IN

Country

ZIP or foreign postal code
47201

A Employer identification number

35-6049600

B Telephone number (see instructions)

8123761981

C If exemption application is pending, check here

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

Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,616,494J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	8,039		8,039
4	Dividends and interest from securities...	283,476		283,476
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		412,302
b	Gross sales price for all assets on line 6a 2,830,010
7	Capital gain net income (from Part IV, line 2)...			412,302
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........	703,817		703,817
13	Compensation of officers, directors, trustees, etc.	3,300		1,980		1,320
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	295	0	0	295
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	695	0	0	695
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	67,649	67,649		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	11,201	373		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......	1,269		0	0	1,269
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	84,409		70,002	0	3,579
25	Contributions, gifts, grants paid.......	530,000				530,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	614,409		70,002	0	533,579
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	89,408
b	Net investment income (if negative, enter -0-)			633,815
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	16,199	3,317	3,317
	2	Savings and temporary cash investments.........	172,033	237,414	237,414
	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)	254,773	List of Attached Documents: // Content 257,897	257,567
	b	Investments—corporate stock (attach schedule).......	5,836,848	List of Attached Documents: // Content 6,349,049	8,343,939
	c	Investments—corporate bonds (attach schedule).......	2,218,608	List of Attached Documents: // Content 1,740,187	1,774,257
	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)	8,498,461	8,587,864	10,616,494
	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
		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........	8,498,461	8,587,864
	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).....	8,498,461	8,587,864
	30	Total liabilities and net assets/fund balances (see instructions).	8,498,461	8,587,864

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

8,498,461

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

89,408

Other increases not included in line 2 (itemize)

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

8,587,869

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

List of Attached Documents:

// Content

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

8,587,864

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	89. CBOE GLOBAL MARKETS INC		2023-05-31	2025-01-14
b	116. CONSTELLATION BRANDS INC.		2022-12-20	2025-01-14
c	266. GENERAL MOTORS CO		2023-12-05	2025-01-14
d	183. JOHNSON & JOHNSON		2020-07-23	2025-01-14
e	68. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-01-16
	104. ABBOTT LABORATORIES		2020-07-23	2025-02-05
	42. ABBVIE INC.		2024-02-15	2025-02-05
	30. ALPHABET INC CL A		2023-12-05	2025-02-05
	46. AMAZON COM INC.		2025-01-16	2025-02-05
	16. AMERICAN TOWER CORPORATION		2024-08-27	2025-02-05
	50. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-02-05
	21. APTARGROUP INC		2024-01-30	2025-02-05
	271. BANK OF AMERICA CORP.		2022-02-28	2025-02-05
	61.613 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2025-02-05
	49. BROADCOM, INC.		2024-08-14	2025-02-05
	16. CBOE GLOBAL MARKETS INC		2023-05-31	2025-02-05
	27. CATERPILLAR INCORPORATED		2020-09-02	2025-02-05
	5. CHEVRON CORPORATION		2024-07-16	2025-02-05
	20. CHEVRON CORPORATION		2020-07-23	2025-02-05
	179. CORNING INC		2024-11-06	2025-02-05
	29. DARDEN RESTAURANTS INC.		2023-07-25	2025-02-05
	83. WALT DISNEY CO.		2020-07-23	2025-02-05
	299.18 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2025-02-05
	20. ECOLAB INC		2020-07-23	2025-02-05
	12. EXXON MOBIL CORP.		2024-07-16	2025-02-05
	61. EXXON MOBIL CORP.		2022-03-28	2025-02-05
	53. FISERV INC		2024-07-16	2025-02-05
	87. FREEPORT MCMORAN C&G CL B		2024-07-16	2025-02-05
	38. GENERAL MOTORS CO		2024-07-16	2025-02-05
	53. GENERAL MOTORS CO		2023-12-05	2025-02-05
	71. GILEAD SCIENCES INC		2022-09-27	2025-02-05
	105. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2025-02-05
	37. HONEYWELL INTERNATIONAL INC		2020-07-23	2025-02-05
	174. INTEL CORPORATION		2022-12-20	2025-02-05
	68. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2025-02-05
	22. ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-02-05
	52. ISHARES RUSSELL 2000 INDEX FD		2024-01-30	2025-02-05
	71. JP MORGAN CHASE		2020-07-23	2025-02-05
	37. LOWES COMPANIES INCORPORATED		2020-07-23	2025-02-05
	31. MICROSOFT CORPORATION		2020-07-23	2025-02-05
	2. PEPSICO INCORPORATED		2024-07-16	2025-02-05
	40. PEPSICO INCORPORATED		2020-07-23	2025-02-05
	301. PFIZER INCORPORATED		2024-07-16	2025-02-05
	65. PROCTER & GAMBLE COMPANY		2020-07-23	2025-02-05
	23. QUALCOMM INCORPORATED		2020-07-23	2025-02-05
	89. RAYTHEON TECHNOLOGIES CORP		2023-12-05	2025-02-05
	62. REALTY INCOME CORPORATION		2024-08-27	2025-02-05
	12. REXFORD INDUSTRIAL REALTY INC		2024-07-16	2025-02-05
	59. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2025-02-05
	7. ROPER INDS INC NEW		2023-12-15	2025-02-05
	61. ROSS STORES INC		2024-06-20	2025-02-05
	10. SALESFORCE.COM		2025-01-14	2025-02-05
	58. SCHLUMBERGER LIMITED		2023-09-07	2025-02-05
	204. UTILITES SELECT SECTOR SPDR		2020-07-23	2025-02-05
	30. STRYKER CORPORATION		2020-07-23	2025-02-05
	11. THERMO FISHER SCIENTIFIC, INC.		2024-05-15	2025-02-05
	50. VISA INC CL A		2020-07-23	2025-02-05
	10. ACCENTURE PLC IE		2023-09-07	2025-02-05
	8. EATON CORPORATION PLC EI		2024-07-16	2025-02-05
	10. EATON CORPORATION PLC EI		2020-07-23	2025-02-05
	34. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-07-16	2025-02-05
	9. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-02-05
	440. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2025-04-11
	67. THERMO FISHER SCIENTIFIC, INC.		2024-07-16	2025-04-11
	872.922 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-07-16	2025-04-29
	10835.181 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-03-19	2025-04-29
	573.936 EATON VANCE ALL ASSET STRATEGY FUND CL		2024-07-16	2025-04-29
	27396.307 EATON VANCE ALL ASSET STRATEGY FUND CL		2024-03-19	2025-04-29
	48. UNITED HEALTH GROUP INC COM		2025-04-11	2025-05-15
	160. EXXON MOBIL CORP.		2022-03-28	2025-06-05
	22. PROCTER & GAMBLE COMPANY		2024-07-16	2025-06-05
	65. PROCTER & GAMBLE COMPANY		2020-07-23	2025-06-05
	7.99952 S&P 500 DEPOSITARY RECEIPTS (SPDR)		2025-02-05	2025-06-05
	25.00048 S&P 500 DEPOSITARY RECEIPTS (SPDR)		2025-02-05	2025-06-05
	418.048 AQR AQR MANAGED FUTURES STRATEGY FD		2025-04-29	2025-07-23
	66. ALPHABET INC CL A		2024-07-16	2025-07-23
	14. AMAZON COM INC.		2025-01-16	2025-07-23
	7. AMERICAN TOWER CORPORATION		2024-08-27	2025-07-23
	13. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-07-23
	2. APTARGROUP INC		2024-01-30	2025-07-23
	70.996 ARTISAN HIGH INCOME FUND		2025-02-05	2025-07-23
	1085.939 BAIRD CORE PLUS BOND INST		2024-07-16	2025-07-23
	36. BANK OF AMERICA CORP.		2022-02-28	2025-07-23
	579.324 BLACKROCK EMERGING MARKETS FUND CL K		2024-07-16	2025-07-23
	265.267 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2025-07-23
	298.463 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2025-02-05	2025-07-23
	2. CBOE GLOBAL MARKETS INC		2024-07-16	2025-07-23
	8. CATERPILLAR INCORPORATED		2024-07-16	2025-07-23
	10. CHEVRON CORPORATION		2020-07-23	2025-07-23
	56. CORNING INC		2024-07-16	2025-07-23
	6. DARDEN RESTAURANTS INC.		2023-07-25	2025-07-23
	29. WALT DISNEY CO.		2020-07-23	2025-07-23
	263.153 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2025-07-23
	22. DOLLAR TREE, INC.		2025-06-05	2025-07-23
	808.517 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-07-23
	3. ECOLAB INC		2024-07-16	2025-07-23
	16. EXXON MOBIL CORP.		2022-03-28	2025-07-23
	3. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-07-23
	66. GENERAL MOTORS CO		2023-12-05	2025-07-23
	12. GILEAD SCIENCES INC		2024-07-16	2025-07-23
	8. HARTFORD FINL SVCS GRP COM STK		2024-07-16	2025-07-23
	353.823 HARTFORD WORLD BOND F FUND		2023-12-28	2025-07-23
	10. HONEYWELL INTERNATIONAL INC		2024-07-16	2025-07-23
	2. INTEL CORPORATION		2022-12-20	2025-07-23
	15. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2025-07-23
	28. ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-07-23
	50. ISHARES RUSSELL 2000 INDEX FD		2024-03-19	2025-07-23
	11. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2025-07-23
	6. JP MORGAN CHASE		2024-07-16	2025-07-23
	289. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-07-23
	104. JP MORGAN EQUITY PREMIUM INCOME		2025-04-29	2025-07-23
	7. LOWES COMPANIES INCORPORATED		2024-07-16	2025-07-23
	364.966 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-07-23
	963.46289 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2025-07-23
	486.20511 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2025-07-23
	4. MICROSOFT CORPORATION		2020-07-23	2025-07-23
	4. PEPSICO INCORPORATED		2020-07-23	2025-07-23
	17. PFIZER INCORPORATED		2022-02-28	2025-07-23
	307.411 PRINCIPAL REAL ESTATE SECURITIES FUND		2024-07-16	2025-07-23
	10. PROCTER & GAMBLE COMPANY		2020-07-23	2025-07-23
	7. QUALCOMM INCORPORATED		2020-07-23	2025-07-23
	14. RAYTHEON TECHNOLOGIES CORP		2024-07-16	2025-07-23
	2. REALTY INCOME CORPORATION		2024-08-27	2025-07-23
	3. ROPER INDS INC NEW		2024-11-06	2025-07-23
	1.00037 ROSS STORES INC		2024-06-20	2025-07-23
	5.99963 ROSS STORES INC		2024-06-20	2025-07-23
	40. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-07-23
	6.00002 SALESFORCE.COM		2025-01-14	2025-07-23
	.99998 SALESFORCE.COM		2025-01-14	2025-07-23
	52. SCHLUMBERGER LIMITED		2023-09-07	2025-07-23
	10. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-07-23
	4. STRYKER CORPORATION		2024-07-16	2025-07-23
	105.735 VANGUARD EMERGING MARKETS BOND FUND - A		2024-07-16	2025-07-23
	3. VISA INC CL A		2024-07-16	2025-07-23
	1. ACCENTURE PLC IE		2023-09-07	2025-07-23
	9. EATON CORPORATION PLC EI		2020-07-23	2025-07-23
	11. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-07-23
	5. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-07-23
	7. ALPHABET INC CL A		2024-06-18	2025-08-04
	1. AMAZON COM INC.		2025-01-16	2025-08-04
	7. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-08-04
	1671.303 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2025-08-04
	11. BROADCOM, INC.		2025-07-23	2025-08-04
	3. CBOE GLOBAL MARKETS INC		2024-07-16	2025-08-04
	247.499 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2025-08-04
	57. FISERV INC		2025-07-23	2025-08-04
	10. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-08-04
	3. ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-08-04
	927. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-08-04
	989.129 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-08-04
	4. MICROSOFT CORPORATION		2020-07-23	2025-08-04
	2. QUALCOMM INCORPORATED		2020-07-23	2025-08-04
	2. REALTY INCOME CORPORATION		2024-08-27	2025-08-04
	413.709 AQR AQR MANAGED FUTURES STRATEGY FD		2025-08-04	2025-10-21
	1. ABBOTT LABORATORIES		2025-08-04	2025-10-21
	9. ABBOTT LABORATORIES		2024-07-16	2025-10-21
	11. AMERICAN TOWER CORPORATION		2025-08-04	2025-10-21
	5. APTARGROUP INC		2025-08-04	2025-10-21
	2. APTARGROUP INC		2024-01-30	2025-10-21
	2337.143 BLACKROCK EMERGING MARKETS FUND CL K		2025-02-05	2025-10-21
	23278.869 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2025-10-21
	73.541 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2024-03-19	2025-10-21
	14. CHEVRON CORPORATION		2020-07-23	2025-10-21
	382.694 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-10-21
	2. EXXON MOBIL CORP.		2022-03-28	2025-10-21
	18. GENERAL MOTORS CO		2023-12-05	2025-10-21
	12. GILEAD SCIENCES INC		2024-07-16	2025-10-21
	5. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2025-10-21
	140. ISHARES RUSSELL 2000 INDEX FD		2024-01-30	2025-10-21
	98. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-10-21
	2. LOWES COMPANIES INCORPORATED		2024-07-16	2025-10-21
	13. PEPSICO INCORPORATED		2020-07-23	2025-10-21
	25. PFIZER INCORPORATED		2022-02-28	2025-10-21
	17. PROCTER & GAMBLE COMPANY		2020-07-23	2025-10-21
	4. ROSS STORES INC		2024-06-20	2025-10-21
	15. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-10-21
	26. SCHLUMBERGER LIMITED		2023-09-07	2025-10-21
	19. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-10-21
	1. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-10-21
	12. FISERV INC		2025-07-23	2025-11-07
	236. FISERV INC		2024-03-19	2025-11-07
	.5 SOLSTICE ADVANCED MATERIALS, INC		2020-07-23	2025-11-17
	245. DOLLAR TREE, INC.		2025-10-21	2025-12-02
	104. ROPER INDS INC NEW		2024-11-06	2025-12-02
	4. SOLSTICE ADVANCED MATERIALS, INC		2025-10-21	2025-12-02
	65. SOLSTICE ADVANCED MATERIALS, INC		2020-07-23	2025-12-02
	1. ABBOTT LABORATORIES		2025-07-23	2025-12-11
	15. ABBOTT LABORATORIES		2024-07-16	2025-12-11
	5. ABBVIE INC.		2024-02-15	2025-12-11
	7. ALPHABET INC CL A		2024-06-18	2025-12-11
	5. AMAZON COM INC.		2024-11-06	2025-12-11
	3. AMERICAN TOWER CORPORATION		2025-08-04	2025-12-11
	15. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-12-11
	2. APTARGROUP INC		2024-01-30	2025-12-11
	62. BANK OF AMERICA CORP.		2022-02-28	2025-12-11
	2. CBOE GLOBAL MARKETS INC		2024-07-16	2025-12-11
	4. CATERPILLAR INCORPORATED		2020-09-02	2025-12-11
	47. CORNING INC		2024-11-06	2025-12-11
	2. DARDEN RESTAURANTS INC.		2025-08-04	2025-12-11
	4. DARDEN RESTAURANTS INC.		2023-07-25	2025-12-11
	223. DIMENSIONAL EMERGING MARKETS CORE EQUITY		2025-10-21	2025-12-11
	19. WALT DISNEY CO.		2025-10-21	2025-12-11
	8. WALT DISNEY CO.		2020-07-23	2025-12-11
	29. DOLLAR TREE, INC.		2025-06-05	2025-12-11
	3. ECOLAB INC		2020-07-23	2025-12-11
	14. EXXON MOBIL CORP.		2022-03-28	2025-12-11
	48. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-12-11
	2. GENERAL MOTORS CO		2023-12-05	2025-12-11
	15. GILEAD SCIENCES INC		2024-07-16	2025-12-11
	30. HARTFORD FINL SVCS GRP COM STK		2024-07-16	2025-12-11
	12. HONEYWELL INTERNATIONAL INC		2025-08-04	2025-12-11
	4. INTEL CORPORATION		2022-12-20	2025-12-11
	9. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2025-12-11
	37. ISHARES 7-10 YEAR TREASURY BOND ETF		2025-10-21	2025-12-11
	95. ISHARES RUSSELL 2000 INDEX FD		2018-05-08	2025-12-11
	10. ISHARES 3-7 YEAR TREASURY BOND ETF		2025-10-21	2025-12-11
	21. JP MORGAN CHASE		2024-07-16	2025-12-11
	265. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-12-11
	151. JP MORGAN EQUITY PREMIUM INCOME		2025-10-21	2025-12-11
	2. LOWES COMPANIES INCORPORATED		2024-07-16	2025-12-11
	7. MICROSOFT CORPORATION		2025-11-07	2025-12-11
	72. PFIZER INCORPORATED		2022-02-28	2025-12-11
	5. PROCTER & GAMBLE COMPANY		2025-08-04	2025-12-11
	4. QUALCOMM INCORPORATED		2020-07-23	2025-12-11
	28. RAYTHEON TECHNOLOGIES CORP		2024-07-16	2025-12-11
	2. REALTY INCOME CORPORATION		2025-10-21	2025-12-11
	18. REALTY INCOME CORPORATION		2024-08-27	2025-12-11
	11. ROSS STORES INC		2024-06-20	2025-12-11
	24. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-12-11
	10. SALESFORCE.COM		2025-01-14	2025-12-11
	19. SCHLUMBERGER LIMITED		2023-09-07	2025-12-11
	24. UTILITES SELECT SECTOR SPDR		2025-08-04	2025-12-11
	15. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-12-11
	5. STRYKER CORPORATION		2025-10-21	2025-12-11
	5. STRYKER CORPORATION		2024-07-16	2025-12-11
	10. VISA INC CL A		2025-08-04	2025-12-11
	4. VISA INC CL A		2024-07-16	2025-12-11
	3. ACCENTURE PLC IE		2023-09-07	2025-12-11
	8. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-12-11
	3. ROYAL CARIBBEAN CRUISES LTD		2025-10-21	2025-12-11
	4. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-12-11
	357.128 AQR AQR MANAGED FUTURES STRATEGY FD		2025-08-04	2025-12-15
	130.032 ARTISAN HIGH INCOME FUND		2025-10-21	2025-12-15
	1204.171 BAIRD CORE PLUS BOND INST		2025-10-21	2025-12-15
	933.24 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2025-10-21	2025-12-15
	303.379 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2025-02-05	2025-12-15
	196.221 DODGE & COX GLOBAL BOND FUND - I		2025-10-21	2025-12-15
	578.155 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-12-15
	215.671 HARTFORD WORLD BOND F FUND		2025-10-21	2025-12-15
	241.898 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-12-15
	1586.537 METROPOLITAN WEST T/R BOND-I #512		2025-10-21	2025-12-15
	245.875 PRINCIPAL REAL ESTATE SECURITIES FUND		2025-10-21	2025-12-15
	304.195 VANGUARD EMERGING MARKETS SELECT STOCK F		2025-10-21	2025-12-15
	87.325 VANGUARD EMERGING MARKETS BOND FUND - A		2024-07-16	2025-12-15
	32. AMERICAN TOWER CORPORATION		2025-04-11	2025-12-17
	107. AMERICAN TOWER CORPORATION		2024-08-27	2025-12-17
	175. APTARGROUP INC		2024-01-30	2025-12-17
	4. SCHLUMBERGER LIMITED		2025-08-04	2025-12-17
	553. SCHLUMBERGER LIMITED		2023-09-07	2025-12-17
	3. ACCENTURE PLC IE		2025-10-21	2025-12-17
	82. ACCENTURE PLC IE		2023-09-07	2025-12-17
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	17,047	11,814	5,233
b	21,012	26,677	-5,665
c	13,556	8,818	4,738
d	26,223	27,477	-1,254
e	15,876	10,275	5,601
	13,681	10,476	3,205
	8,037	7,367	670
	5,739	3,760	1,979
	10,895	10,287	608
	3,004	3,594	-590
	11,542	4,646	6,896
	3,344	2,785	559
	12,645	11,903	742
	634	590	44
	11,566	7,799	3,767
	3,325	2,124	1,201
	9,691	3,998	5,693
	765	785	-20
	3,061	1,808	1,253
	9,529	8,673	856
	5,788	4,872	916
	9,309	9,747	-438
	4,377	3,997	380
	4,989	4,185	804
	1,314	1,372	-58
	6,679	5,058	1,621
	12,012	8,118	3,894
	3,192	3,910	-718
	1,837	1,874	-37
	2,561	1,757	804
	7,087	4,356	2,731
	11,829	7,883	3,946
	8,195	5,681	2,514
	3,417	4,632	-1,215
	17,932	9,586	8,346
	2,058	2,143	-85
	11,915	10,283	1,632
	19,103	6,974	12,129
	9,509	5,397	4,112
	12,819	6,299	6,520
	288	327	-39
	5,756	5,433	323
	7,895	8,647	-752
	10,904	8,199	2,705
	3,998	2,064	1,934
	11,453	7,389	4,064
	3,368	3,849	-481
	486	607	-121
	2,391	3,155	-764
	4,043	3,760	283
	8,977	9,030	-53
	3,430	3,285	145
	2,351	3,561	-1,210
	15,971	12,370	3,601
	11,929	5,867	6,062
	6,356	6,601	-245
	17,363	9,859	7,504
	3,955	3,264	691
	2,524	2,639	-115
	3,155	936	2,219
	7,186	5,406	1,780
	2,400	1,360	1,040
	13,670	23,528	-9,858
	28,245	39,813	-11,568
	8,834	8,904	-70
	109,652	103,787	5,865
	8,282	8,391	-109
	395,329	366,110	29,219
	13,203	28,307	-15,104
	16,308	13,266	3,042
	3,583	3,634	-51
	10,585	8,199	2,386
	4,758	4,823	-65
	14,869	15,074	-205
	3,683	3,679	4
	12,494	11,869	625
	3,186	3,131	55
	1,623	1,572	51
	2,763	1,208	1,555
	320	265	55
	656	652	4
	11,044	11,033	11
	1,726	1,581	145
	15,439	13,892	1,547
	2,780	2,539	241
	8,545	8,673	-128
	485	346	139
	3,391	2,176	1,215
	1,511	904	607
	3,129	2,495	634
	1,263	1,008	255
	3,541	3,405	136
	2,921	2,879	42
	2,520	2,038	482
	5,506	5,215	291
	810	728	82
	1,749	1,327	422
	136	132	4
	3,366	2,188	1,178
	1,347	851	496
	984	825	159
	3,609	3,581	28
	2,386	2,042	344
	46	53	-7
	4,281	2,774	1,507
	2,652	2,727	-75
	11,273	9,989	1,284
	1,302	1,299	3
	1,760	1,250	510
	20,690	18,432	2,258
	5,938	5,735	203
	1,588	1,645	-57
	14,803	12,040	2,763
	8,690	8,830	-140
	4,386	4,456	-70
	2,008	813	1,195
	585	543	42
	430	803	-373
	9,001	8,699	302
	1,582	1,261	321
	1,107	628	479
	2,117	1,427	690
	116	124	-8
	1,691	1,698	-7
	136	148	-12
	818	888	-70
	25,210	20,505	4,705
	1,597	1,971	-374
	266	329	-63
	1,813	3,178	-1,365
	853	699	154
	1,588	1,317	271
	2,526	2,479	47
	1,063	808	255
	289	326	-37
	3,419	842	2,577
	2,445	1,739	706
	1,770	756	1,014
	1,352	1,222	130
	212	224	-12
	1,440	650	790
	43,621	37,136	6,485
	3,263	2,688	575
	747	518	229
	2,772	2,708	64
	7,683	7,817	-134
	404	441	-37
	287	292	-5
	64,565	59,124	5,441
	38,487	32,631	5,856
	2,135	813	1,322
	296	179	117
	114	124	-10
	3,893	3,645	248
	128	130	-2
	1,155	925	230
	2,133	2,336	-203
	656	693	-37
	262	265	-3
	68,572	55,624	12,948
	683,002	517,256	165,746
	2,193	2,185	8
	2,153	1,266	887
	2,698	2,468	230
	225	166	59
	1,204	597	607
	1,488	851	637
	1,423	925	498
	34,685	23,624	11,061
	7,319	6,250	1,069
	492	481	11
	1,992	1,766	226
	618	1,181	-563
	2,577	2,144	433
	627	607	20
	10,081	7,689	2,392
	871	1,589	-718
	1,722	1,328	394
	197	158	39
	757	1,646	-889
	14,895	36,137	-21,242
	21	18	3
	26,607	22,913	3,694
	45,973	56,566	-10,593
	187	206	-19
	3,036	2,351	685
	123	124	-1
	1,851	1,542	309
	1,115	877	238
	2,205	1,222	983
	1,150	1,031	119
	546	628	-82
	4,166	1,394	2,772
	236	265	-29
	3,349	2,712	637
	500	306	194
	2,497	592	1,905
	4,495	2,277	2,218
	366	408	-42
	732	672	60
	7,315	7,302	13
	2,096	2,218	-122
	882	939	-57
	3,759	2,687	1,072
	780	628	152
	1,682	1,161	521
	2,301	2,119	182
	161	66	95
	1,848	923	925
	4,045	2,898	1,147
	2,328	2,484	-156
	158	106	52
	2,809	1,445	1,364
	3,574	3,617	-43
	24,450	14,967	9,483
	1,195	1,204	-9
	6,619	3,824	2,795
	20,257	16,902	3,355
	8,712	8,691	21
	500	481	19
	3,365	3,533	-168
	1,860	3,387	-1,527
	706	754	-48
	715	359	356
	4,984	2,552	2,432
	115	121	-6
	1,031	1,118	-87
	2,005	1,636	369
	16,492	12,303	4,189
	2,627	3,285	-658
	773	1,161	-388
	1,029	1,045	-16
	643	524	119
	1,779	1,894	-115
	1,779	1,513	266
	3,419	3,430	-11
	1,367	1,005	362
	816	979	-163
	1,579	1,265	314
	828	941	-113
	1,105	604	501
	3,457	3,146	311
	1,195	1,200	-5
	12,415	12,584	-169
	9,911	9,930	-19
	8,261	8,816	-555
	2,233	2,237	-4
	4,261	3,729	532
	2,202	2,217	-15
	10,017	7,980	2,037
	14,612	14,802	-190
	6,914	7,064	-150
	8,557	8,414	143
	2,177	2,044	133
	5,752	6,647	-895
	19,234	24,036	-4,802
	21,398	23,211	-1,813
	152	132	20
	20,989	33,704	-12,715
	835	750	85
	22,832	26,768	-3,936
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939
			62,939

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			5,233
b			-5,665
c			4,738
d			-1,254
e			5,601
			3,205
			670
			1,979
			608
			-590
			6,896
			559
			742
			44
			3,767
			1,201
			5,693
			-20
			1,253
			856
			916
			-438
			380
			804
			-58
			1,621
			3,894
			-718
			-37
			804
			2,731
			3,946
			2,514
			-1,215
			8,346
			-85
			1,632
			12,129
			4,112
			6,520
			-39
			323
			-752
			2,705
			1,934
			4,064
			-481
			-121
			-764
			283
			-53
			145
			-1,210
			3,601
			6,062
			-245
			7,504
			691
			-115
			2,219
			1,780
			1,040
			-9,858
			-11,568
			-70
			5,865
			-109
			29,219
			-15,104
			3,042
			-51
			2,386
			-65
			-205
			4
			625
			55
			51
			1,555
			55
			4
			11
			145
			1,547
			241
			-128
			139
			1,215
			607
			634
			255
			136
			42
			482
			291
			82
			422
			4
			1,178
			496
			159
			28
			344
			-7
			1,507
			-75
			1,284
			3
			510
			2,258
			203
			-57
			2,763
			-140
			-70
			1,195
			42
			-373
			302
			321
			479
			690
			-8
			-7
			-12
			-70
			4,705
			-374
			-63
			-1,365
			154
			271
			47
			255
			-37
			2,577
			706
			1,014
			130
			-12
			790
			6,485
			575
			229
			64
			-134
			-37
			-5
			5,441
			5,856
			1,322
			117
			-10
			248
			-2
			230
			-203
			-37
			-3
			12,948
			165,746
			8
			887
			230
			59
			607
			637
			498
			11,061
			1,069
			11
			226
			-563
			433
			20
			2,392
			-718
			394
			39
			-889
			-21,242
			3
			3,694
			-10,593
			-19
			685
			-1
			309
			238
			983
			119
			-82
			2,772
			-29
			637
			194
			1,905
			2,218
			-42
			60
			13
			-122
			-57
			1,072
			152
			521
			182
			95
			925
			1,147
			-156
			52
			1,364
			-43
			9,483
			-9
			2,795
			3,355
			21
			19
			-168
			-1,527
			-48
			356
			2,432
			-6
			-87
			369
			4,189
			-658
			-388
			-16
			119
			-115
			266
			-11
			362
			-163
			314
			-113
			501
			311
			-5
			-169
			-19
			-555
			-4
			532
			-15
			2,037
			-190
			-150
			143
			133
			-895
			-4,802
			-1,813
			20
			-12,715
			85
			-3,936

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	412,302
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,810
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	8,810
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	8,810
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	7,483
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	7,483
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	1,327
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)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

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

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

on foundation managers.$

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address

The books are in care ofFIRST FINANCIAL BANK Telephone no. (812) 376-1981

Located at125 3RD STREETCOLUMBUSIN ZIP+447201

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

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

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
RICHARD H WEAVER	DIRECTOR 2	550
2750 SYCAMORE ST COLUMBUS,IN47203	DIRECTOR 2	550
A SAMUEL PENTZER	VICE PRESIDENT 2	550
6097 HORIZON DR COLUMBUS,IN47201	VICE PRESIDENT 2	550
DIANE BRADLEY	DIRECTOR 2	550
2584 CHESTNUT ST COLUMBUS,IN47203	DIRECTOR 2	550
STEVE CAROTHERS	DIRECTOR 2	550
13470 W OLD NASHVILLE RD COLUMBUS,IN47201	DIRECTOR 2	550
JAMES W HOLLAND	SECRETARY 2	550
201 WASHINGTON COLUMBUS,IN47201	SECRETARY 2	550
SETH KEELE	DIRECTOR 2	550
660 SHORELINE DR COLUMBUSE,IN47201	DIRECTOR 2	550

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)

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
FIRST FINANCIAL BANK	FINANCIAL	67,649
300 HIGH STREET HAMILTON,OH45011	FINANCIAL	67,649

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2025)

Page 8

Part IX

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

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

purposes:

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

10,029,510

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

206,317

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

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

10,235,827

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

1c (attach detailed explanation) .............

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

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

10,235,827

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

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

153,537

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

10,082,290

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

504,115

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

504,115

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

8,810

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

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

8,810

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

495,305

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

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

495,305

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

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

495,305

Part XI

Qualifying Distributions (see instructions)

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

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

533,579

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

Cash distribution test (attach the required schedule) .................

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

533,579

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					495,305
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				150,179
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: $ 533,579
a Applied to 2024, but not more than line 2a				150,179
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.....					383,400
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 ..........					111,905
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

KARA SWEANEY TRUST OFFICER
FIRST FINANCIAL BANK 125 3RD ST
COLUMBUS,IN47201
(812) 376-1981
KARA.SWEANY@YELLOWCARDINALADVISORS.COM

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

APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING PURPOSE OF ORGANIZATION AND NATURE OF REQUEST.

cAny submission deadlines:

PRIOR TO ANNUAL MEETING

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

NONE

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CASA PO BOX 2107 COLUMBUS,IN47202	NONE		UNRESTRICTED	18,000
LOVE CHAPEL FOUNDATION 311 CENTER ST COLUMBUS,IN47201	NONE		UNRESTRICTED	15,000
TURNING POINT DOMESTIC VIOLENCE SERVICES PO BOX 103 COLUMBUS,IN47202	NONE		UNRESTRICTED	8,000
JUST FRIENDS INC 900 LINDSAY ST COLUMBUS,IN47201	NONE		UNRESTRICTED	15,000
COLUMBUS SYMPHONY ORCHESTRA PO BOX 1992 COLUMBUS,IN472021992	NONE		UNRESTRICTED	5,000
INDIANA UNIVERSITY COLUMBUS 4601 CENTRAL AVE COLUMBUS,IN47203	NONE		UNRESTRICTED	45,000
FOUNDATION FOR YOUTH 405 HOPE AVE COLUMBUS,IN472016435	NONE		UNRESTRICTED	15,000
ST PETER'S LUTHERAN CHURCH 719 5TH ST COLUMBUS,IN47201	NONE		UNRESTRICTED	2,500
FIRST CHRISTIAN CHURCH 531 5TH STREET COLUMBUS,IN472016224	NONE		UNRESTRICTED	3,000
HAPPY HOLLOW CHILDREN'S CAMP 615 N ALABAMA ST SUITE 134 INDIANAPOLIS,IN462041431	NONE		UNRESTRICTED	5,000
MILL RACE CENTER 900 LINDSEY ST COLUMBUS,IN47201	NONE		UNRESTRICTED	12,000
SALVATION ARMY 6060 CASTLEWAY WEST INDIANAPOLIS,IN46250	NONE		UNRESTRICTED	11,000
LANDMARKS COLUMBUS PO BOX 1547 COLUMBUS,IN472021547	NONE		UNRESTRICTED	3,000
UNITED WAY OF BARTHOLOMEW COUNTY 1304 HUTCHINS AVE COLUMBUS,IN47201	NONE		UNRESTRICTED	3,000
FAMILY SERVICE OF BARTHOLOMEW COUNTY PO BOX 1002 COLUMBUS,IN472021002	NONE		UNRESTRICTED	30,000
OUR HOSPICE OF SOUTH CENTRAL INDIANA 2626 EAST 17TH STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	51,000
GLEANERS FOOD BANK OF INDIANA 3737 WALDMERE AVE INDIANAPOLIS,IN46241	NONE		UNRESTRICTED	5,000
RONALD MCDONALD HOUSE OF INDIANA 435 LIMESTONE ST INDIANAPOLIS,IN46202	NONE		UNRESTRICTED	10,000
NAMI SOUTH CENTRAL INDIANA 1032 COLES DR COLUMBUS,IN47201	NONE		UNRESTRICTED	500
KIDSCOMMON 309 WASHINGTON ST COLUMBUS,IN47201	NONE		UNRESTRICTED	3,000
CHAIN BREAKER MINISTRIES 1218 CALIFORNIA ST COLUMBUS,IN47201	NONE		UNRESTRICTED	25,000
BARTHOLOMEW CO HISTORICAL SOCIETY 524 THIRD STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	5,000
BARTHOLOMEW COUNTY PUBLIC LIBRARY 536 5TH STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	13,000
HOOSIER TRAILS COUNCIL BOY SCOUTS OF AMERICA 5625 EAST STATE ROAD 46 BLOOMINGTON,IN474019233	NONE		UNRESTRICTED	8,000
SONS OF AMERICAN LEGION 2515 25TH ST COLUMBUS,IN47201	NONE		UNRESTRICTED	500
SHOP WITH A COP FOP 89 PO BOX 204 COLUMBUS,IN472020204	NONE		UNRESTRICTED	5,000
RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN STREET SUITE 200 INDIANAPOLIS,IN46204	NONE		UNRESTRICTED	8,000
AMERICAN RED CROSS 1531 13TH ST COLUMBUS,IN47201	NONE		UNRESTRICTED	34,500
LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER 1039 SYCAMORE ST COLUMBUS,IN47201	NONE		UNRESTRICTED	20,000
COLUMBUS FIREMEN'S CHEER FUND 2674 VERHULST ST COLUMBUS,IN47203	NONE		UNRESTRICTED	5,000
COLUMBUS REGIONAL HEALTH FOUNDATION 2400 E 17TH ST COLUMBUS,IN47201	NONE		UNRESTRICTED	8,000
THRIVE ALLIANCE 1531 13TH ST COLUMBUS,IN47201	NONE		UNRESTRICTED	5,000
COLUMBUS AREA CHAMBER OF COMMERCE 500 FRANKLIN ST COLUMBUS,IN47201	NONE		UNRESTRICTED	10,000
COLUMBUS INDIANA ARCHITECTURAL ARCHIVES 536 FIFTH STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	8,000
COLUMBUS INDIANA PHILHARMONIC 315 FRANKLIN ST COLUMBUS,IN47201	NONE		UNRESTRICTED	13,000
THE ARC OF BARTHOLMEW COUNTY 2060 DOCTORS PARK DR COLUMBUS,IN47203	NONE		UNRESTRICTED	5,000
CALVARY COMMUNITY CHURCH 1031 CHESTNUT ST COLUMBUS,IN47201	NONE		UNRESTRICTED	1,000
REINS TO RECOVERY INC 10861 N US 31 SYMOUR,IN47274	NONE		UNRESTRICTED	1,500
MILL RACE THEATRE COMPANY PO BOX 980 COLUMBUS,IN472020980	NONE		UNRESTRICTED	3,500
FRIENDS OF COLUMBUS ANIMAL CARE SERVICE 2730 ARNOLD STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	13,000
BRIDGE TO DOVE RECOVERY HOUSE 719 5TH STREET COLUMBUS,IN47201	NONE		UNRESTRICTED	78,000
Total ................................. 3a				530,000

bApproved for future payment

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

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	8,039
4 Dividends and interest from securities ....			14	283,476
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	412,302
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) ..				703,817

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

703,817

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ARTISAN HIGH INCOME FUND	68,142	68,556
BAIRD CORE PLUS BOND INST	562,037	578,880
DODGE & COX GLOBAL BOND FUND	147,987	152,506
METROPOLITAN WEST #512	670,739	671,595
VANGUARD EMERGING MARKETS BOND	140,861	153,802
BLACKROCK EMERGING MARKETS FUN
HARTFORD WORLD BOND FUND	150,421	148,918

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	39,091	50,953
ABBOTT LABORATORIES	68,710	85,448
APPLE COMPUTER INCORPORATED	36,650	99,229
ADOBE INC	30,643	30,099
BANK OF AMERICA CORP	48,866	93,940
RAYTHEON TECHNOLOGIES CORP	45,499	96,652
CATERPILLAR INCORPORATED	28,114	95,096
CHEVRON CORP	14,590	22,862
DOLLAR TREE INC	30,218	38,994
CONSTELLATION BRANDS
ALPHABET INC CL A	79,436	188,739
WALT DISNEY CO	66,021	75,202
ECOLAB INC	26,785	33,603
CBOE GLOBAL MARKETS INC	17,123	32,379
GENERAL MOTORS CO	26,404	62,291
GILEAD SCIENCES INC	26,879	53,392
DARDEN RESTAURANTS INC	32,351	35,516
HONEYWELL INTERNATIONAL INC	38,658	51,894
INTEL CORPORATION	32,033	44,575
JP MORGAN CHASE & CO	45,019	137,910
JOHNSON & JOHNSON COMPANY
FISERV INC
LOWES COMPANIES INC	31,414	50,885
MICROSOFT CORPORATION	56,381	116,069
REALTY INCOME CORP	31,050	29,143
PEPSICO INCORPORATED	40,654	42,912
PFIZER INCORPORATED	63,721	41,658
PROCTER & GAMBLE COMPANY	42,276	47,722
QUALCOMM INCORPORATED	24,014	44,131
REXFORD INDUSTRIAL REALTY INC
CORNING INC	49,150	101,832
SPDR UTILITIES SELECT SECTOR	81,038	111,207
ROPER TECHNOLOGIES
STRYKER CORPORATION	43,217	77,675
EQT CORPORATION	38,116	33,929
THERMO FISHER SCIENTIFIC, INC.
VISA INC CL A	44,253	75,403
INTUIT COM	40,361	42,395
EATON CORPORATION PLC ID IRELA	22,837	72,939
ISHARES RUSSELL 2000 INDEX FD	325,887	536,629
S&P 500 DEPOSITARY RECEIPTS (S	548,765	748,748
SCHLUMBERGER LTD FR
BROWN ADVISORY SMALL-CAP FUNDA	369,337	448,782
FREEPORT-MCMORAN	22,413	25,852
SALESFORCE.COM	58,222	47,419
BLACKROCK MULTI-ASSET INCOME #	273,283	300,330
EATON VANCE ALL ASSET STRATEGY
PRINCIPAL REAL ESTATE SECURITI	403,372	457,692
ROSS STORES INC	53,527	71,335
EXXON MOBIL CORP	26,224	37,426
HARTFORD FINL SVCS GRP	58,144	102,385
INTERNATIONAL BUSINESS MACHINE	66,430	134,776
ACCENTURE PLC IE
MFS INTERNATIONAL EQUITY FUND	511,735	693,209
AMAZON.COM INC	76,709	84,711
AMERICAN TOWER CORPORATION
APTAR GROUP INC
BROADCOM INC	55,265	113,521
CHECK POINT SOFTWARE TECH LTD	50,204	58,451
ROYAL CARIBBEAN CRUISES LTD	16,168	29,844
JP MORGAN INTERNATIONAL RESEAR	586,146	686,949
EATON VANCE PARAMETRIC COMMODI	216,520	222,291
XYLEM INC	30,467	29,960
LINDE PLC	30,068	30,274
DIMENSIONAL EMERGING MARKETS C	342,656	346,149
VANGUARD EMERGING MARKETS SELE	349,365	354,529
AQR MANAGED FUTURES STRATEGY F	203,261	220,674
JP MORGAN EQUITY PREMIUM INCOM	333,309	345,329

Category	Amount	Net Investment Income
FOREIGN TAXES	373	373
FEDERAL TAX PAYMENT - PRIOR YE	3,345	0
FEDERAL ESTIMATES - PRINCIPAL	7,483	0