Fw Johnston Scholarship Fund — Form 990PF, tax year 2025

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

54-6456401
B Telephone number (see instructions)

8047825464
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)$2,009,720J 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) 118,282
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,531 41,451  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,264
b Gross sales price for all assets on line 6a 476,239
7 Capital gain net income (from Part IV, line 2)... 96,264
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)....... Click to see attachment
List of Attached Documents:
// Content
1,073    
12 Total. Add lines 1 through 11........ 257,150 137,715  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,926 6,963   6,963
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,289 825   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,626 1,170   2,456
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,341 8,958 0 10,919
25 Contributions, gifts, grants paid....... 69,397 69,397
26 Total expenses and disbursements. Add lines 24 and 25 ................ 91,738 8,958 0 80,316
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 165,412
b Net investment income (if negative, enter -0-) 128,757
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............. 720 487 487
2 Savings and temporary cash investments......... 20,493 15,687 15,687
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)....... 335,559 Click to see attachment
List of Attached Documents:
// Content
378,496 		825,657
c Investments—corporate bonds (attach schedule)....... 374,683 Click to see attachment
List of Attached Documents:
// Content
433,828 		415,731
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 525,356 Click to see attachment
List of Attached Documents:
// Content
572,904 		694,658
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
86,423 		Click to see attachment
List of Attached Documents:
// Content
86,423 		Click to see attachment
List of Attached Documents:
// Content
57,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,343,234 1,487,825 2,009,720
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,343,234 1,487,825
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,343,234 1,487,825
30 Total liabilities and net assets/fund balances (see instructions). 1,343,234 1,487,825
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,343,234
2
Enter amount from Part I, line 27a .....................
2
165,412
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
528
4
Add lines 1, 2, and 3 ..........................
4
1,509,174
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
21,349
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,487,825
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 22. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2025-01-10
b 28. APPLE COMPUTER CORPORATION COMMON   2008-11-06 2025-01-10
c 41. ANALOG DEVICES INC     2025-01-31
d 6. MERCK & CO INC     2025-01-31
e 100. MERCK & CO INC     2025-01-31
91. ARCH CAPITAL GROUP LTD     2025-01-31
5. FACEBOOK INC CL A   2023-07-25 2025-02-21
4. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
6. ALPHABET INC CL C   2008-07-21 2025-03-03
1. ALPHABET INC CL A   2008-11-06 2025-03-03
1. AMAZON COM INC COM   2023-08-24 2025-03-03
3. AMERISOURCEBERGEN CORP. COMMON   2025-01-31 2025-03-03
9. APPLE COMPUTER CORPORATION COMMON     2025-03-03
1. APPLIED MATERIALS   2020-04-06 2025-03-03
96.678 ARTISAN INTL VALUE FUND-INS   2024-10-21 2025-03-03
12. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-03-03
9. BELLRING BRANDS INC   2024-02-12 2025-03-03
18. BERKLEY W R CORP   2022-12-12 2025-03-03
16. CMS ENERGY CORP     2025-03-03
1. CARLISLE COS INC   2019-09-05 2025-03-03
13. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2025-03-03
8. CORE & MAIN INC CL A   2024-04-03 2025-03-03
5. DIAMONDBACK ENERGY INC   2024-08-09 2025-03-03
52.306 DOUBLELINE TTL RTRN BND-R6     2025-03-03
6. EASTMAN CHEM CO   2024-04-03 2025-03-03
2. ECOLABS INC   2023-07-14 2025-03-03
18. ENTERGY CORP COMMON   2024-05-10 2025-03-03
1. FACEBOOK INC CL A   2023-07-25 2025-03-03
4. GLOBUS MEDICAL INC   2025-01-31 2025-03-03
1. HCA HOLDINGS INC   2022-03-18 2025-03-03
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-03-03
69. ISHARES GOLD TRUST   2024-10-21 2025-03-03
8. CEF ISHARES TR S&P   2024-04-29 2025-03-03
323. CEF ISHARES TR S&P     2025-03-03
6. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-03-03
1. J.P. MORGAN CHASE & CO.   2024-05-29 2025-03-03
5. J.P. MORGAN CHASE & CO.   2021-01-20 2025-03-03
3. JONES LANG LASALLE INC     2025-03-03
2. LPL FINANCIAL HOLDINGS INC   2024-02-15 2025-03-03
1. ELI LILLY & CO   2024-05-10 2025-03-03
5. MICROSOFT CORPORATION   2012-01-30 2025-03-03
5. MOHAWK IND INC COMMON   2024-01-10 2025-03-03
5. PNC BANK CORP COM   2012-10-16 2025-03-03
4. PALO ALTO NETWORKS INC   2025-01-10 2025-03-03
9. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-03-03
5. PHILLIPS 66     2025-03-03
5. PROGESSIVE CORP., OHIO COMMON   2025-01-31 2025-03-03
13. RTX CORPORATION   2022-09-07 2025-03-03
3. TARGA RESOURCES   2023-08-10 2025-03-03
2. UNION PAC CORP   2009-06-22 2025-03-03
1. UNITED HEALTH GROUP INC   2016-02-01 2025-03-03
38.35 VANGUARD M/B SEC INDEX-ADM   2014-10-27 2025-03-03
1. VERTEX PHARMACEUTICALS INC   2022-12-12 2025-03-03
5. VISA INC   2009-05-26 2025-03-03
14. VONTIER CORP   2023-03-03 2025-03-03
16. WAL MART STORES INCORPORATED   2018-11-06 2025-03-03
8. WELLS FARGO COMPANY   2025-02-21 2025-03-03
8. MEDTRONIC PLC   2025-01-31 2025-03-03
1. TRANE TECHNOLOGIES PLC   2016-06-29 2025-03-03
125. CHIPOTLE MEXICAN GRILL INC     2025-03-10
14. NETFLIX INC   2023-05-26 2025-03-10
167. VONTIER CORP     2025-03-10
9. ISHARES 20+ YEAR TREASURY BOND ETF   2024-09-16 2025-04-09
31. ISHARES 20+ YEAR TREASURY BOND ETF   2024-09-16 2025-04-09
1. APPLIED MATERIALS   2020-04-06 2025-04-21
2. ARISTA NETWORKS INC   2024-12-05 2025-04-21
67.27 ARTISAN INTL VALUE FUND-INS     2025-04-21
4. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2025-03-10 2025-04-21
2. BROADCOM INC   2025-03-03 2025-04-21
1. DIAMONDBACK ENERGY INC   2024-08-09 2025-04-21
87.732 EATON VANCE-ATLANTA SMID-R6   2025-03-03 2025-04-21
22.132 EATON VANCE-ATLANTA SMID-R6   2014-03-24 2025-04-21
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-04-21
380. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-04-21
218. ISHARES US TREASURY BOND ETF   2015-02-23 2025-04-21
62. ISHARES CORE MSCI EAFE ETF   2025-03-03 2025-04-21
24. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-04-21
1. ELI LILLY & CO   2024-05-10 2025-04-21
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2025-04-21
1. QUANTA SERVICES INC COMMON   2020-01-28 2025-04-21
2. TARGA RESOURCES   2023-08-10 2025-04-21
4. TESLA MOTORS INC   2025-03-03 2025-04-21
5. VERIZON COMMUNICATIONS INC   2025-03-10 2025-04-21
37. APPLIED MATERIALS   2020-04-06 2025-05-02
6. BERKLEY W R CORP   2025-04-21 2025-05-02
41. BERKLEY W R CORP   2022-12-12 2025-05-02
36. CMS ENERGY CORP     2025-05-02
39. DIAMONDBACK ENERGY INC     2025-05-02
20. ENTERGY CORP COMMON     2025-05-02
14. ENTERGY CORP COMMON     2025-05-02
6. TARGA RESOURCES   2023-08-10 2025-05-02
4. UNITED HEALTH GROUP INC   2025-04-21 2025-05-02
12. UNITED HEALTH GROUP INC     2025-05-02
3. ISHARES 3-7 YEAR TREASURY BOND ETF   2025-04-09 2025-05-14
12. ISHARES 3-7 YEAR TREASURY BOND ETF   2025-04-09 2025-05-14
79. GLOBUS MEDICAL INC     2025-05-16
7. PALO ALTO NETWORKS INC     2025-05-16
6. PALO ALTO NETWORKS INC   2023-10-04 2025-05-16
6. QUANTA SERVICES INC COMMON     2025-05-16
4. VERTEX PHARMACEUTICALS INC     2025-05-16
1. ALPHABET INC CL C   2025-04-21 2025-06-16
9. ALPHABET INC CL C   2008-07-21 2025-06-16
3. ALPHABET INC CL A     2025-06-16
13. AMAZON COM INC COM   2025-04-21 2025-06-16
3. AMAZON COM INC COM   2023-08-24 2025-06-16
1. AMERISOURCEBERGEN CORP. COMMON   2025-04-21 2025-06-16
109.858 ARTISAN INTL VALUE FUND-INS   2024-12-09 2025-06-16
402.378 ARTISAN INTL VALUE FUND-INS     2025-06-16
2. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2025-03-10 2025-06-16
3. BANK OF NEW YORK MELLON CORP   2025-04-21 2025-06-16
9. BROADCOM INC   2025-03-03 2025-06-16
2. CMS ENERGY CORP   2024-07-12 2025-06-16
11. COTERRA ENERGY INC   2025-05-02 2025-06-16
2. CISCO SYSTEMS   2025-03-10 2025-06-16
5. EVERGY INC   2025-05-02 2025-06-16
3. FACEBOOK INC CL A   2025-04-21 2025-06-16
2. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-06-16
5. ISHARES S&P MIDCAP 400 INDEX FUND   2024-12-09 2025-06-16
32. ISHARES CORE MSCI EMERGING MKTS ETF   2024-10-21 2025-06-16
3. J.P. MORGAN CHASE & CO.   2025-04-21 2025-06-16
2. JONES LANG LASALLE INC   2024-07-12 2025-06-16
5. MICROSOFT CORPORATION   2025-04-21 2025-06-16
5. MICROSOFT CORPORATION   2012-01-30 2025-06-16
2. MOHAWK IND INC COMMON   2024-01-10 2025-06-16
3. MOSAIC CO   2025-05-16 2025-06-16
48. NVIDIA CORP     2025-06-16
2. PHILLIPS 66   2022-06-03 2025-06-16
1. PROGESSIVE CORP., OHIO COMMON   2025-04-21 2025-06-16
5. RTX CORPORATION   2025-04-21 2025-06-16
2. TARGA RESOURCES   2023-08-10 2025-06-16
6. TESLA MOTORS INC   2023-06-15 2025-06-16
1. UNION PAC CORP   2025-04-21 2025-06-16
3. MEDTRONIC PLC   2025-01-31 2025-06-16
1. TRANE TECHNOLOGIES PLC   2025-04-21 2025-06-16
10. BELLRING BRANDS INC     2025-06-26
98. BELLRING BRANDS INC     2025-06-26
4. EASTMAN CHEM CO     2025-06-26
74. EASTMAN CHEM CO     2025-06-26
7. ISHARES S&P 500 VALUE ETF   2024-09-16 2025-06-26
25. ISHARES S&P 500 VALUE ETF   2024-09-16 2025-06-26
1. LPL FINANCIAL HOLDINGS INC   2025-04-21 2025-06-26
3. LPL FINANCIAL HOLDINGS INC     2025-06-26
3. MOHAWK IND INC COMMON   2025-04-21 2025-06-26
47. MOHAWK IND INC COMMON     2025-06-26
44.698 JOHCM INTERNATIONAL SEL-INST   2024-09-16 2025-07-15
149.34 JOHCM INTERNATIONAL SEL-INST   2024-09-16 2025-07-15
1. INTUITIVE SURGICAL INC   2025-06-16 2025-08-01
15. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
93. CMS ENERGY CORP   2024-07-12 2025-09-25
187. COTERRA ENERGY INC   2025-05-02 2025-10-09
20. SALESFORCE INC     2025-10-09
98. BERKLEY W R CORP   2022-12-12 2025-11-06
1. CARLISLE COS INC   2025-06-16 2025-11-06
23. CARLISLE COS INC     2025-11-06
264. MOSAIC CO     2025-11-06
154.559 DODGE & COX INCOME FUND   2024-09-16 2025-12-05
38.64 DODGE & COX INCOME FUND   2024-09-16 2025-12-05
12.503 EATON VANCE-ATLANTA SMID-R6   2024-09-16 2025-12-05
25.006 EATON VANCE-ATLANTA SMID-R6   2024-09-16 2025-12-05
4. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-12-11
5. COSTCO WHOLESALE CORP     2025-12-11
205. VERIZON COMMUNICATIONS INC   2025-03-10 2025-12-11
1438.465 VANGUARD M/B SEC INDEX-ADM     2025-12-17
29.116 ARTISAN INTL VALUE FUND-INS   2024-09-16 2025-12-23
97.302 ARTISAN INTL VALUE FUND-INS   2024-09-16 2025-12-23
25.6 EATON VANCE-ATLANTA SMID-R6   2024-09-16 2025-12-23
102.337 EATON VANCE-ATLANTA SMID-R6   2024-09-16 2025-12-23
25.098 EATON VANCE-ATLANTA SMID-R6   2025-06-16 2025-12-23
864.684 EATON VANCE-ATLANTA SMID-R6     2025-12-23
47.654 GOLDMAN SACHS GQP PRT INTL-R6   2024-09-16 2025-12-23
159.215 GOLDMAN SACHS GQP PRT INTL-R6   2024-09-16 2025-12-23
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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    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,190   4,702 488
b 6,605   99 6,506
c 8,761   6,127 2,634
d 597   706 -109
e 9,950   2,630 7,320
8,462   4,339 4,123
3,497   1,470 2,027
2,785   4,130 -1,345
1,041   70 971
172   8 164
213   135 78
761   764 -3
2,176   31 2,145
160   45 115
4,831   4,954 -123
1,076   616 460
657   536 121
1,134   886 248
1,163   1,062 101
342   145 197
714   432 282
410   478 -68
800   995 -195
465   556 -91
591   610 -19
542   376 166
1,563   1,009 554
674   294 380
321   376 -55
309   260 49
255   183 72
3,739   3,562 177
898   849 49
36,277   27,602 8,675
322   342 -20
264   198 66
1,320   682 638
817   776 41
748   516 232
911   768 143
1,993   148 1,845
586   531 55
962   302 660
766   692 74
1,393   1,095 298
652   530 122
1,412   1,248 164
1,746   1,126 620
608   253 355
497   50 447
474   115 359
711   814 -103
478   313 165
1,815   83 1,732
525   383 142
1,568   547 1,021
629   632 -3
742   731 11
356   48 308
6,234   3,925 2,309
12,240   5,181 7,059
5,497   4,572 925
791   910 -119
2,726   3,136 -410
135   45 90
138   215 -77
3,272   3,384 -112
271   306 -35
333   408 -75
134   199 -65
3,282   3,540 -258
828   536 292
239   183 56
20,544   25,442 -4,898
4,960   5,524 -564
4,693   4,774 -81
1,252   1,368 -116
841   768 73
327   243 84
263   40 223
343   169 174
920   1,201 -281
221   233 -12
5,737   1,660 4,077
433   413 20
2,956   2,019 937
2,617   2,245 372
5,283   7,752 -2,469
1,677   1,228 449
1,174   739 435
967   506 461
1,590   1,799 -209
4,769   1,379 3,390
352   353 -1
1,406   1,411 -5
4,726   7,105 -2,379
1,345   1,203 142
1,153   710 443
2,039   215 1,824
1,732   1,239 493
176   151 25
1,584   105 1,479
524   22 502
2,760   2,204 556
637   404 233
295   289 6
5,728   5,382 346
20,980   17,373 3,607
149   153 -4
268   226 42
2,253   1,836 417
141   123 18
291   282 9
130   127 3
341   346 -5
2,098   1,475 623
559   365 194
303   335 -32
1,879   1,823 56
802   692 110
480   450 30
2,375   1,815 560
2,375   148 2,227
206   212 -6
108   104 4
6,880   5,824 1,056
244   207 37
268   264 4
726   643 83
347   169 178
1,987   1,544 443
224   218 6
265   274 -9
425   330 95
572   609 -37
5,601   5,759 -158
305   348 -43
5,646   7,489 -1,843
1,354   1,368 -14
4,836   4,885 -49
361   302 59
1,083   771 312
308   303 5
4,831   4,452 379
1,147   1,117 30
3,832   3,732 100
481   514 -33
7,215   4,922 2,293
6,560   5,712 848
4,358   4,794 -436
4,882   5,472 -590
7,322   4,825 2,497
319   361 -42
7,342   2,909 4,433
6,699   9,246 -2,547
2,000   2,036 -36
500   509 -9
500   550 -50
1,000   1,099 -99
1,383   942 441
4,380   772 3,608
8,259   9,564 -1,305
27,000   29,507 -2,507
1,571   1,489 82
5,248   4,976 272
967   1,125 -158
3,866   4,499 -633
948   1,020 -72
32,668   18,995 13,673
1,069   1,117 -48
3,573   3,732 -159
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
      7,579
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       488
b       6,506
c       2,634
d       -109
e       7,320
      4,123
      2,027
      -1,345
      971
      164
      78
      -3
      2,145
      115
      -123
      460
      121
      248
      101
      197
      282
      -68
      -195
      -91
      -19
      166
      554
      380
      -55
      49
      72
      177
      49
      8,675
      -20
      66
      638
      41
      232
      143
      1,845
      55
      660
      74
      298
      122
      164
      620
      355
      447
      359
      -103
      165
      1,732
      142
      1,021
      -3
      11
      308
      2,309
      7,059
      925
      -119
      -410
      90
      -77
      -112
      -35
      -75
      -65
      -258
      292
      56
      -4,898
      -564
      -81
      -116
      73
      84
      223
      174
      -281
      -12
      4,077
      20
      937
      372
      -2,469
      449
      435
      461
      -209
      3,390
      -1
      -5
      -2,379
      142
      443
      1,824
      493
      25
      1,479
      502
      556
      233
      6
      346
      3,607
      -4
      42
      417
      18
      9
      3
      -5
      623
      194
      -32
      56
      110
      30
      560
      2,227
      -6
      4
      1,056
      37
      4
      83
      178
      443
      6
      -9
      95
      -37
      -158
      -43
      -1,843
      -14
      -49
      59
      312
      5
      379
      30
      100
      -33
      2,293
      848
      -436
      -590
      2,497
      -42
      4,433
      -2,547
      -36
      -9
      -50
      -99
      441
      3,608
      -1,305
      -2,507
      82
      272
      -158
      -633
      -72
      13,673
      -48
      -159
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 96,264
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 1,790
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 1,790
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 1,790
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,713
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,713
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 77
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofTRUIST BANK Telephone no. (804) 782-5464

Located atPO BOX 919798ORLANDOFL ZIP+432891
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1 		13,926    
PO BOX 919798
ORLANDO,FL32891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,747,884
b
Average of monthly cash balances.......................
1b
43,393
c
Fair market value of all other assets (see instructions)................
1c
57,500
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,848,777
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
1,848,777
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,732
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,821,045
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
91,052
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
91,052
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,790
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,790
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,262
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,262
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
89,262
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
80,316
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
80,316
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 89,262
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 69,397
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: $ 80,316
a Applied to 2024, but not more than line 2a 69,397
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..... 10,919
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 .......... 		78,343
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:
TRUIST BANK
919 E MAIN ST 8TH FLOOR
RICHMOND,VA23219
(804) 782-5464
bThe form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE FOR APPLICATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
STUDENTS FROM THE ROANOKE VALLEY AND GILES COUNTY AREAS OF VIRGINIA
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

SOPHIA I
C/O HOLLINS UNIVERSITY
7916 WILLIAMSON RD BOX 9718
ROANOKE,VA24020 		NONE   SCHOLARSHIP 294

ABRAM J RODRIQUEZ
C/O HAMPDEN-SYDNEY COLLEGE
PO BOX 726
HAMPDENSYDNEY,VA23943 		NONE   SCHOLARSHIP 5,576

AUSTIN C NIELSEN
C/O ROANOKE COLLEGE
221 COLLEGE LANE
SALEM,VA24153 		NONE   SCHOLARSHIP 8,354

MADISON N
C/O ROANOKE COLLEGE
221 COLLEGE LANE
SALEM,VA24153 		NONE   SCHOLARSHIP 6,358

PALOMA L
C/O HOLLINS UNIVERSITY
7916 WILLIAMSON RD BOX 9718
ROANOKE,VA24020 		NONE   SCHOLARSHIP 9,712

ISABELL L
C/O HOLLINS UNIVERSITY
7916 WILLIAMSON RD BOX 9718
ROANOKE,VA24020 		NONE   SCHOLARSHIP 5,952

CHARLES B
C/O HAMPDEN-SYDNEY COLLEGE
PO BOX 726
HAMPDENSYDNEY,VA23943 		NONE   SCHOLARSHIP 9,148

MASON J
C/O HAMPDEN-SYDNEY COLLEGE
PO BOX 726
HAMPDENSYDNEY,VA23943 		NONE   SCHOLARSHIP 6,111

AVA N
C/O SWEET BRIAR COLLEGE
PO BOX 1095
SWEET BRIAR,VA24595 		NONE   SCHOLARSHIP 3,237

TEKOAH J
C/O ROANOKE COLLEGE
221 COLLEGE LANE
SALEM,VA24153 		NONE   SCHOLARSHIP 8,409

TRUSTEES FIRST PRESBYTERIAN CHURCH

PO BOX 8538
ROANOKE,VA24014 		NONE   GENERAL OPERATING 1,388

GILES COUNTY HISTORICAL SOCIETY

208 NORTH MAIN ST
PEARISBURG,VA24134 		NONE   GENERAL OPERATING 4,858
Total ................................. 3a 69,397
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 41,531  
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 96,264  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,073  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   138,868  
13Total. Add line 12, columns (b), (d), and (e)..................
13
138,868
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
FW JOHNSTON SCHOLARSHIP FUND
 
Employer identification number

54-6456401
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
FW JOHNSTON SCHOLARSHIP FUND
  		Employer identification number
54-6456401
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FW JOHNSTON TUW A
 
PO BOX 919798
 
ORLANDO, FL328919798

$ 118,282


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
FW JOHNSTON SCHOLARSHIP FUND
  		Employer identification number

54-6456401
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS STOCKS $ 111,456 2025-09-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
FW JOHNSTON SCHOLARSHIP FUND
  		Employer identification number

54-6456401
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 65,704 60,245
464288588 ISHARES BARCLAYS MBS 14,052 13,045
46429B267 ISHARES US TREASURY 281,877 271,626
722005816 PIMCO INVESTMENT GRA 47,367 46,366
464287226 ISHARES CORE US AGGR 21,420 20,975
464287432 ISHARES 20+ YEAR TRE 1,715 1,743
464287440 ISHARES 7-10 YEAR TR 1,693 1,731

TY 2025 InvestmentsCorpStockSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Name of Stock End of Year Book Value End of Year Fair Market Value
30303M102 META PLATFORMS INC C 10,489 24,423
02079K107 ALPHABET INC CL C 5,553 45,187
58933Y105 MERCK & CO INC 8,671 9,263
22160K105 COSTCO WHOLESALE COR 914 5,174
594918104 MICROSOFT CORP 3,277 53,682
693475105 PNC FINL SVCS GROUP 2,706 9,810
931142103 WALMART INC 5,402 16,043
02079K305 ALPHABET INC CL A 256 11,894
46120E602 INTUITIVE SURGICAL I    
92826C839 VISA INC CL A 2,057 16,483
907818108 UNION PAC CORP 765 7,171
91324P102 UNITEDHEALTH GROUP I    
142339100 CARLISLE COS INC    
G8994E103 TRANE TECHNOLOGIES P 1,334 10,898
023135106 AMAZON.COM INC 13,054 40,855
037833100 APPLE INC 1,092 46,216
038222105 APPLIED MATERIALS IN    
46625H100 JP MORGAN CHASE & CO 10,919 26,422
74762E102 QUANTA SERVICES INC 856 11,396
032654105 ANALOG DEVICES INC    
084423102 WR BERKLEY CORP    
169656105 CHIPOTLE MEXICAN GRI    
40412C101 HCA HEALTHCARE INC 5,510 10,271
718546104 PHILLIPS 66 7,200 8,259
75513E101 RTX CORPORATION 6,713 14,122
92532F100 VERTEX PHARMACEUTICA 3,904 5,894
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL 5,514 12,306
09857L108 BOOKING HOLDINGS INC 7,636 10,711
11135F101 BROADCOM INC 7,239 31,495
278865100 ECOLAB INC 5,450 7,613
29364G103 ENTERGY CORP 7,808 12,478
50212V100 LPL FINANCIAL HOLDIN 5,061 7,143
532457108 LILLY ELI & CO 10,496 17,195
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP 16,244 73,668
697435105 PALO ALTO NETWORKS I 5,945 9,026
87612G101 TARGA RESOURCES 6,374 10,886
88160R101 TESLA INC 8,047 15,290
928881101 VONTIER CORP    
03073E105 CENCORA INC 6,723 9,457
040413205 ARISTA NETWORKS INC 9,133 10,744
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC 6,329 9,633
125896100 CMS ENERGY CORP    
21874C102 CORE & MAIN INC CL A 7,084 6,236
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN 8,041 13,033
48020Q107 JONES LANG LASALLE I 6,043 9,085
701094104 PARKER HANNIFIN CORP 6,168 9,669
718172109 PHILIP MORRIS INTL I 9,904 13,153
743315103 PROGRESSIVE CORP 10,648 11,614
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC 11,077 11,815
00287Y109 ABBVIE INC 10,048 10,739
046353108 ASTRAZENECA PLC SPON 6,818 8,182
14040H105 CAPITAL ONE FINANCIA 7,104 8,967
17275R102 CISCO SYSTEMS INC 8,438 10,245
22788C105 CROWDSTRIKE HOLDINGS 4,579 4,219
30034W106 EVERGY INC 10,736 10,946
478160104 JOHNSON & JOHNSON 8,859 10,348
512807306 LAM RESEARCH CORPORA 9,315 16,604
688239201 OSHKOSH CORP 8,243 8,292
81762P102 SERVICENOW INC 10,275 7,660
876030107 TAPESTRY INC 7,133 10,605
90138F102 TWILIO INC CL A 5,555 6,828
91912E105 VALE S.A. SPONSORED 7,777 8,769
92537N108 VERTIV HOLDINGS LLC 4,748 4,212
949746101 WELLS FARGO & CO 11,232 13,328

TY 2025 InvestmentsOtherSchedule2
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92206C755 VANGUARD MORTGAGE-BA AT COST 40,544 40,188
277902235 EATON VANCE ATLANTA      
464287200 ISHARES CORE S&P 500 AT COST 40,244 81,508
464287507 ISHARES CORE S&P MID AT COST 19,067 19,932
464287804 ISHARES CORE S&P SMA      
464288620 ISHARES BROAD USD IN AT COST 78,382 74,808
04314H857 ARTISAN INTERNATIONA AT COST 38,740 66,169
46432F842 ISHARES CORE MSCI EA AT COST 150,540 173,105
46434G103 ISHARES CORE MSCI EM AT COST 41,262 48,735
92206C680 VANGUARD RUSSELL 100 AT COST 15,906 21,793
46653M849 JOHCM INTERNATIONAL      
29444U700 EQUINIX INC AT COST 4,746 4,597
00771X419 GQG PARTNERS EMERGIN AT COST 2,828 2,812
19247U106 COHEN & STEERS INSTI AT COST 3,624 3,245
233203843 DFA US SMALL CAP POR AT COST 3,227 3,536
256210105 DODGE & COX INCOME F AT COST 19,904 19,522
38147N269 GOLDMAN SACHS GQG PA      
41664T669 HARTFORD DIVIDEND & AT COST 10,506 9,808
464285204 ISHARES GOLD TRUST AT COST 30,894 52,030
464287408 ISHARES S&P 500 VALU      
78468R663 STATE STREET SPDR BL AT COST 4,399 4,386
87283A102 T. ROWE PRICE QM US AT COST 4,217 3,751
14064D451 FULLERTHALER BEHAVIO AT COST 19,254 18,800
233203371 DFA INTERNATIONAL CO AT COST 8,364 8,887
78464A409 STATE STREET SPDR PO AT COST 2,677 3,094
921943858 VANGUARD FTSE DEVELO AT COST 8,059 8,059
92206C714 VANGUARD RUSSELL 100 AT COST 6,178 6,738
922908629 VANGUARD INDEX FUND AT COST 19,342 19,155

TY 2025 OtherAssetsSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
99A002VF0 9.156 ACRES RT 100-5 12,818 12,818 15,000
99A002VH6 26.606 ACRES; RT. 10 73,605 73,605 42,500


TY 2025 OtherDecreasesSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Description Amount
2025 TRANSACTION POSTED IN 2026 560
COST BASIS ADJUSTMENT 129
FMV TO CB ADJUSTMENT ON CONTRIBUTION 20,660


TY 2025 OtherExpensesSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 2,456 0   2,456
REAL ESTATE EXPENSE ON NON-REN 1,163 1,163   0
OTHER EXPENSE (NON-DEDUCTIBLE 7 7   0


TY 2025 OtherIncomeSchedule2
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,073 0  


TY 2025 OtherIncreasesSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Description Amount
2024 TRANSACTION POSTED IN 2025 522
ROUNDING 6


TY 2025 SubstantialContributorsSch
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Name Address
FW JOHNSTON TUW A
  		PO BOX 919798
ORLANDO,FL328919798


TY 2025 TaxesSchedule
Name:
FW JOHNSTON SCHOLARSHIP FUND
EIN:
54-6456401
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAX ON NON-RENTAL 409 409   0
FEDERAL TAX PAYMENT - PRIOR YE 751 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,713 0   0
FOREIGN TAXES ON QUALIFIED FOR 316 316   0
FOREIGN TAXES ON NONQUALIFIED 100 100   0