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
PETERSEN BRUCE & CECILIA FDN-MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

82-2622856
B Telephone number (see instructions)

8887304933
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)$24,677,008J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 633,916 590,243  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 387,247
b Gross sales price for all assets on line 6a 3,361,243
7 Capital gain net income (from Part IV, line 2)... 387,247
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
1,492 1,492  
12 Total. Add lines 1 through 11........ 1,022,655 978,982  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 164,923 123,692   41,231
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
1,786 0 0 1,786
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,847 4,401   11,446
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,892 7,044   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
374 374    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 198,822 135,511 0 54,463
25 Contributions, gifts, grants paid....... 1,100,000 1,100,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,298,822 135,511 0 1,154,463
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -276,167
b Net investment income (if negative, enter -0-) 843,471
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............. 14,130    
2 Savings and temporary cash investments......... 607,793 864,579 864,579
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)....... 1,822,440 Click to see attachment
List of Attached Documents:
// Content
2,070,925 		2,662,536
c Investments—corporate bonds (attach schedule)....... 3,877,947 Click to see attachment
List of Attached Documents:
// Content
4,078,334 		4,159,763
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,012,805 Click to see attachment
List of Attached Documents:
// Content
11,038,315 		16,990,130
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) 18,335,115 18,052,153 24,677,008
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........ 18,335,115 18,052,153
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)..... 18,335,115 18,052,153
30 Total liabilities and net assets/fund balances (see instructions). 18,335,115 18,052,153
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
18,335,115
2
Enter amount from Part I, line 27a .....................
2
-276,167
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,110
4
Add lines 1, 2, and 3 ..........................
4
18,061,058
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8,905
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
18,052,153
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 25000. US TREASURY NOTE 1.250% 11/30/26   2021-12-15 2025-02-07
b 75000. US TREASURY NOTE 1.250% 11/30/26   2021-12-15 2025-02-20
c 50000. US TREASURY NOTE 1.250% 11/30/26   2021-12-15 2025-02-25
d 53. CELANESE CORP   2024-07-05 2025-02-27
e 209. CELANESE CORP   2023-12-18 2025-02-27
149. CISCO SYSTEMS INC   2024-07-05 2025-02-27
463. CISCO SYSTEMS INC   2023-12-18 2025-02-27
46. MERCK & CO INC NEW   2024-07-05 2025-02-27
301. MERCK & CO INC NEW   2023-12-18 2025-02-27
222. REGIONS FINL CORP NEW   2023-12-18 2025-02-27
20. GARMIN LTD   2023-12-18 2025-02-27
70. ALPHABET INC CL C   2024-07-05 2025-03-04
23. ALPHABET INC CL C   2023-12-18 2025-03-04
17. META PLATFORMS INC   2024-07-05 2025-03-04
45. UNITED PARCEL SERVICE-CL B   2023-12-18 2025-03-04
139. ALPHABET INC CL C   2023-12-18 2025-03-26
21. BLACKSTONE INC   2023-12-18 2025-03-26
18. BROADCOM INC   2023-12-18 2025-03-26
95. CITIGROUP INC.   2024-07-05 2025-03-26
127. CITIGROUP INC.   2023-12-18 2025-03-26
38. JPMORGAN CHASE & CO   2023-12-18 2025-03-26
230. REGIONS FINL CORP NEW   2024-03-25 2025-03-26
162. SUNCOR ENERGY INC NEW F   2024-07-05 2025-03-26
52. TARGET CORP   2024-07-05 2025-03-26
96. TARGET CORP   2023-12-18 2025-03-26
104. TOTAL S.A. - ADR   2024-06-11 2025-03-26
3. META PLATFORMS INC   2024-07-05 2025-04-08
26. META PLATFORMS INC   2023-12-18 2025-04-08
11. ELI LILLY & CO COM   2024-07-05 2025-04-08
15. VISA INC-CLASS A SHRS   2023-12-18 2025-04-08
32. GARMIN LTD   2023-12-18 2025-04-08
125000. US TREASURY NOTE 1.250% 11/30/26   2021-12-15 2025-04-22
103. UNITED PARCEL SERVICE-CL B   2024-06-11 2025-04-24
99. UNITED PARCEL SERVICE-CL B   2023-12-18 2025-04-24
100000. VR JPMORGAN CHASE & 4.080% 4/26/26   2023-05-08 2025-04-26
179. MANULIFE FINANCIAL CORP   2023-12-18 2025-05-12
80. UNILEVER PLC - ADR   2024-03-25 2025-05-12
23. WASTE MANAGEMENT INC   2024-07-05 2025-05-12
2. WASTE MANAGEMENT INC   2023-12-18 2025-05-12
100000. PPG INDUSTRIES INC 1.200% 3/15/26   2023-05-08 2025-06-23
11. APPLE INC   2024-07-05 2025-06-25
20. APPLE INC   2025-03-04 2025-06-25
16. JPMORGAN CHASE & CO   2023-12-18 2025-06-25
21. UNITEDHEALTH GROUP INC   2024-07-05 2025-06-25
15. UNITEDHEALTH GROUP INC   2023-12-18 2025-06-25
16. ADOBE SYS INC   2023-12-18 2025-07-16
25. BROADCOM INC   2023-12-18 2025-07-16
71. UNITEDHEALTH GROUP INC   2023-12-18 2025-07-16
35. TE CONNECTIVITY PLC   2023-12-18 2025-07-16
34977. INVESCO OPTIMUM YIELD DIVERSIF ETF   2022-10-25 2025-08-01
791. SPDR S & P 500 ETF TRUST   2020-08-24 2025-08-01
419. VANGUARD SMALL CAP VIPER   2023-04-11 2025-08-01
40. ABBVIE INC   2023-12-18 2025-08-04
12. ADOBE SYS INC   2025-05-12 2025-08-04
46. ADOBE SYS INC   2023-12-18 2025-08-04
34. ADVANCED MICRO DEVICES INC   2024-06-11 2025-08-04
73. ALPHABET INC CL C   2023-12-18 2025-08-04
101. ANALOG DEVICES INC   2024-06-11 2025-08-04
7. APPLE INC   2024-07-05 2025-08-04
65. BERKSHIRE HATHAWAY INC.   2025-03-26 2025-08-04
4. BLACKROCK INC   2023-12-18 2025-08-04
47. BROADCOM INC   2023-12-18 2025-08-04
44. CITIGROUP INC.   2023-12-18 2025-08-04
19. HILTON WORLDWIDE HOLDINGS IN   2024-07-05 2025-08-04
15. HOME DEPOT INC   2023-12-18 2025-08-04
26. JPMORGAN CHASE & CO   2024-07-05 2025-08-04
22. KEYSIGHT TECHNOLOGIES INC   2024-12-02 2025-08-04
4. ELI LILLY & CO COM   2023-12-18 2025-08-04
125. MANULIFE FINANCIAL CORP   2023-12-18 2025-08-04
118. MARSH & MCLENNAN COS INC   2024-10-22 2025-08-04
20. MARSH & MCLENNAN COS INC   2025-02-27 2025-08-04
21. MCDONALDS CORP   2023-12-18 2025-08-04
52. MICROSOFT CORP   2023-12-18 2025-08-04
56. RTX CORP   2023-12-18 2025-08-04
59. REGIONS FINL CORP NEW   2024-03-25 2025-08-04
135. SUNCOR ENERGY INC NEW F   2023-12-18 2025-08-04
54. UNILEVER PLC - ADR   2024-07-05 2025-08-04
18. UNION PACIFIC CORP   2024-09-25 2025-08-04
1. UNION PACIFIC CORP   2023-12-18 2025-08-04
9. VISA INC-CLASS A SHRS   2024-07-05 2025-08-04
18. WASTE MANAGEMENT INC   2023-12-18 2025-08-04
15. TE CONNECTIVITY PLC   2023-12-18 2025-08-04
7053.43 TOUCHSTONE MID CAP-R6 #355   2020-08-21 2025-08-15
1431. VANGUARD SMALL CAP VIPER   2023-04-11 2025-08-15
52. ABBOTT LABS   2025-02-27 2025-08-18
58. ALPHABET INC CL C   2023-12-18 2025-08-18
28. AMAZON COM INC COM   2024-12-11 2025-08-18
44. AMAZON COM INC COM   2025-07-16 2025-08-18
57. AMAZON COM INC COM   2024-06-11 2025-08-18
178. APPLE INC   2023-12-18 2025-08-18
68. BLACKSTONE INC   2023-12-18 2025-08-18
45. BOEING CO   2023-12-18 2025-08-18
40. BROADCOM INC   2023-12-18 2025-08-18
73. CITIGROUP INC.   2023-12-18 2025-08-18
24. ECOLAB INC   2025-02-27 2025-08-18
2. META PLATFORMS INC   2025-07-16 2025-08-18
20. META PLATFORMS INC   2023-12-18 2025-08-18
22. HILTON WORLDWIDE HOLDINGS IN   2024-03-25 2025-08-18
31. JPMORGAN CHASE & CO   2023-12-18 2025-08-18
18. LAM RESH CORP   2025-07-16 2025-08-18
114. LAM RESH CORP   2023-12-18 2025-08-18
15. ELI LILLY & CO COM   2023-12-18 2025-08-18
32. MICROSOFT CORP   2023-12-18 2025-08-18
17. MOTOROLA SOLUTIONS, INC.   2025-02-27 2025-08-18
5. NETFLIX.COM INC   2025-03-26 2025-08-18
63. NVIDIA CORP   2025-04-24 2025-08-18
25. SALESFORCE INC   2025-06-25 2025-08-18
22. STARBUCKS CORP COM   2023-12-18 2025-08-18
189. TOTAL S.A. - ADR   2023-12-18 2025-08-18
111. UBER TECHNOLOGIES INC   2025-04-24 2025-08-18
21. VISA INC-CLASS A SHRS   2023-12-18 2025-08-18
48. XYLEM INC/NY   2025-05-12 2025-08-18
4. EATON CORP PLC   2025-07-16 2025-08-18
16. EATON CORP PLC   2024-07-05 2025-08-18
8. DEEMED REDEEMED ASML HOLDING NV ESCR   2025-03-04 2025-08-18
26. DIAGEO PLC - ADR   2025-08-27 2025-09-09
158. ING GROEP N.V. - ADR   2025-08-27 2025-09-09
74. ING GROEP N.V. - ADR   2025-08-27 2025-09-10
410. SMC CORP-SPONSORED ADR   2025-08-27 2025-09-16
181. DAIKIN INDUSTRIES-UNSPONADR ADR   2025-08-27 2025-09-23
75000. US TREASURY NOTE 2.250% 11/15/27   2023-05-09 2025-09-24
98. BARCLAYS PLC - ADR   2025-08-27 2025-10-07
11. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2025-08-27 2025-10-07
104. SONY FINANCIAL GROUP INC ADR   2025-10-07 2025-10-09
183. MITSUBISHI UFJ FINL GROUP INC ADR   2025-08-27 2025-10-28
270. ROLLS-ROYCE HOLDINGS-SP ADR   2025-08-27 2025-10-28
5. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2025-08-27 2025-10-28
10000. FISERV INC 5.450% 3/15/34   2024-08-01 2025-11-04
100. BNP PARIBAS - ADR   2025-08-27 2025-11-11
73. FUJITSU LIMITED - ADR   2025-08-27 2025-11-11
111. FUJITSU LIMITED - ADR   2025-08-27 2025-11-18
732. MITSUBISHI UFJ FINL GROUP INC ADR   2025-08-27 2025-12-02
185. AIR LIQUIDE - ADR   2025-08-27 2025-12-09
488. MITSUBISHI UFJ FINL GROUP INC ADR   2025-08-27 2025-12-09
217. MITSUBISHI UFJ FINL GROUP INC ADR   2025-08-27 2025-12-16
74. NESTLE S.A. REGISTERED SHARES - ADR   2025-08-27 2025-12-16
64. SOFTBANK GROUP CORP-UNSPON ADR   2025-08-27 2025-12-16
21. NESTLE S.A. REGISTERED SHARES - ADR   2025-08-27 2025-12-23
148. SOFTBANK GROUP CORP-UNSPON ADR   2025-08-27 2025-12-23
26. AMADEUS IT GROUP S.A. ADR   2025-08-27 2025-12-30
127. BARCLAYS PLC - ADR   2025-08-27 2025-12-30
131. CAPGEMINI SE - UNSPONSOR ADR   2025-08-27 2025-12-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,700   25,001 -1,301
b 71,188   75,003 -3,815
c 47,607   50,002 -2,395
d 2,698   6,973 -4,275
e 10,637   31,553 -20,916
9,548   6,924 2,624
29,671   23,018 6,653
4,147   5,790 -1,643
27,133   32,135 -5,002
5,203   4,256 947
4,506   2,509 1,997
12,196   13,396 -1,200
4,007   3,145 862
11,024   8,931 2,093
5,290   7,328 -2,038
23,321   19,008 4,313
3,075   2,632 443
3,228   2,031 1,197
6,952   6,108 844
9,294   6,305 2,989
9,519   6,311 3,208
5,110   4,615 495
6,296   6,188 108
5,479   7,831 -2,352
10,115   13,252 -3,137
6,745   7,324 -579
1,544   1,576 -32
13,383   10,548 2,835
8,051   9,965 -1,914
4,688   3,885 803
5,513   4,014 1,499
120,010   125,005 -4,995
10,141   13,862 -3,721
9,747   16,123 -6,376
100,000   98,181 1,819
5,676   3,767 1,909
4,912   4,002 910
5,161   4,808 353
449   354 95
97,571   90,949 6,622
2,213   2,470 -257
4,024   4,771 -747
4,537   2,657 1,880
6,356   10,199 -3,843
4,540   7,933 -3,393
5,778   9,436 -3,658
6,962   2,821 4,141
20,835   37,341 -16,506
6,140   5,164 976
460,297   574,969 -114,672
492,215   270,523 221,692
99,140   79,203 19,937
7,871   6,542 1,329
4,072   4,748 -676
15,611   25,186 -9,575
6,025   5,702 323
14,249   9,982 4,267
22,489   23,850 -1,361
1,427   1,572 -145
29,638   34,573 -4,935
4,438   3,199 1,239
13,994   5,304 8,690
4,054   2,184 1,870
4,949   4,064 885
5,701   5,278 423
7,612   5,352 2,260
3,542   3,790 -248
3,056   2,973 83
3,843   2,631 1,212
23,360   26,192 -2,832
3,959   4,688 -729
6,395   6,081 314
27,968   23,468 4,500
8,806   5,300 3,506
1,482   1,184 298
5,242   4,413 829
3,233   2,989 244
3,981   4,426 -445
221   242 -21
3,086   2,430 656
4,123   3,187 936
3,055   2,115 940
400,000   279,303 120,697
352,146   270,501 81,645
6,794   7,075 -281
11,825   7,931 3,894
6,455   6,436 19
10,143   9,811 332
13,140   11,134 2,006
41,099   36,806 4,293
11,528   8,457 3,071
10,397   11,773 -1,376
12,147   4,514 7,633
6,855   3,624 3,231
6,759   6,433 326
1,533   1,408 125
15,326   6,864 8,462
5,908   4,653 1,255
9,025   5,825 3,200
1,779   1,793 -14
11,269   10,935 334
10,505   8,709 1,796
16,492   11,858 4,634
7,820   7,330 490
6,202   5,364 838
11,426   9,148 2,278
6,070   6,696 -626
2,043   2,121 -78
11,671   12,944 -1,273
10,432   9,253 1,179
7,189   5,527 1,662
6,737   6,104 633
1,411   1,451 -40
5,644   5,059 585
5,974   5,742 232
2,753   2,901 -148
3,926   3,802 124
1,835   1,781 54
6,207   6,298 -91
2,106   2,328 -222
72,929   70,957 1,972
2,005   1,976 29
3,259   2,614 645
523   533 -10
2,748   2,794 -46
4,128   3,867 261
1,490   1,188 302
10,140   10,255 -115
3,908   4,469 -561
1,971   1,765 206
2,795   2,684 111
11,812   11,175 637
6,765   7,691 -926
7,523   7,450 73
3,415   3,313 102
7,270   6,857 413
3,394   3,329 65
2,076   1,946 130
8,274   7,698 576
1,916   2,195 -279
3,273   2,560 713
4,373   3,779 594
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
      41,302
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       -1,301
b       -3,815
c       -2,395
d       -4,275
e       -20,916
      2,624
      6,653
      -1,643
      -5,002
      947
      1,997
      -1,200
      862
      2,093
      -2,038
      4,313
      443
      1,197
      844
      2,989
      3,208
      495
      108
      -2,352
      -3,137
      -579
      -32
      2,835
      -1,914
      803
      1,499
      -4,995
      -3,721
      -6,376
      1,819
      1,909
      910
      353
      95
      6,622
      -257
      -747
      1,880
      -3,843
      -3,393
      -3,658
      4,141
      -16,506
      976
      -114,672
      221,692
      19,937
      1,329
      -676
      -9,575
      323
      4,267
      -1,361
      -145
      -4,935
      1,239
      8,690
      1,870
      885
      423
      2,260
      -248
      83
      1,212
      -2,832
      -729
      314
      4,500
      3,506
      298
      829
      244
      -445
      -21
      656
      936
      940
      120,697
      81,645
      -281
      3,894
      19
      332
      2,006
      4,293
      3,071
      -1,376
      7,633
      3,231
      326
      125
      8,462
      1,255
      3,200
      -14
      334
      1,796
      4,634
      490
      838
      2,278
      -626
      -78
      -1,273
      1,179
      1,662
      633
      -40
      585
      232
      -148
      124
      54
      -91
      -222
      1,972
      29
      645
      -10
      -46
      261
      302
      -115
      -561
      206
      111
      637
      -926
      73
      102
      413
      65
      130
      576
      -279
      713
      594
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 387,247
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 11,724
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 11,724
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 11,724
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,836
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 6,836
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 4,888
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)
UT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		164,923    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
22,878,969
b
Average of monthly cash balances.......................
1b
695,320
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,574,289
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
23,574,289
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
353,614
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,220,675
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,161,034
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
1,161,034
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,724
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,724
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,149,310
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,149,310
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
1,149,310
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
1,154,463
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
1,154,463
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 1,149,310
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,036,777
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: $ 1,154,463
a Applied to 2024, but not more than line 2a 1,036,777
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..... 117,686
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 .......... 		1,031,624
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UTAH YOUTH VILLAGE

5800 HIGHLAND DR
HOLLADAY,UT84121 		NONE   GENERAL OPERATING 15,000

YOUNG WOMENS CHRISTIAN ASSOCIATION

702 HAMILTON ST STE 101
ALLENTOWN,PA18101 		NONE   GENERAL OPERATING 15,000

VOLUNTEERS OF AMERICA INC

1309 W 51ST STREET
SIOUX FALLS,SD571099306 		NONE   GENERAL OPERATING 15,000

MOAB FREE HEALTH CLINIC

121 W 200 S STE A
MOAB,UT845322534 		NONE   GENERAL OPERATING 25,000

ROCKY MTN UNIV HEALTH PROFESSIONS FDN

122 EAST 1700 SOUTH
PROVO,UT846067379 		NONE   GENERAL OPERATING 20,000

BUILDING YOUTH AROUND THE WORLD

198 E 4500 S
MURRAY,UT841072628 		NONE   GENERAL OPERATING 10,000

TABITHAS WAY

45 E 100 N
SPANISH FORK,UT84660 		NONE   GENERAL OPERATING 40,000

WOMEN OF THE WORLD

415 EAST 3900 SOUTH
SALT LAKE CITY,UT84107 		NONE   GENERAL OPERATING 40,000

SANPETE PANTRY

1080 BLACKHAWK BLVD
MT PLEASANT,UT846472395 		NONE   GENERAL OPERATING 10,000

LITTLE LAMBS FOUNDATION FOR KIDS

1125 WEST 400 NORTH
LOGAN,UT84321 		NONE   GENERAL OPERATING 10,000

THE INN BETWEEN

1216 E 1300 S
SALT LAKE CTY,UT841051949 		NONE   GENERAL OPERATING 60,000

UINTAH BASIN TECHNICAL COLLEGE FOUND INC

1100 E LAGOON ST
ROOSEVELT,UT840663000 		NONE   GENERAL OPERATING 10,000

SUMMIT COMMUNITY GARDENS AND EATS

PO BOX 683984
PARK CITY,UT84068 		NONE   GENERAL OPERATING 15,000

GOOD DEED REVOLUTION

47 S ORANGE STREET
SALT LAKE CITY,UT841163052 		NONE   GENERAL OPERATING 10,000

UPLIFT COMMUNITY ALLIANCE

POST OFFICE BOX 9353
SALT LAKE CITY,UT84109 		NONE   GENERAL OPERATING 20,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE   GENERAL OPERATING 40,000

OGDEN-WEBER TECHNICAL COLLEGE FOUNDATION

200 N WASHINGTON BLVD
OGDEN,UT844044089 		NONE   GENERAL OPERATING 5,000

LIFTING HANDS INTERNATIONAL

1167 W BROOKLYN AVENUE
SALT LAKE CITY,UT84104 		NONE   GENERAL OPERATING 15,000

LUCKY PROJECT

PO BOX 681745
PARK CITY,UT84068 		NONE   GENERAL OPERATING 10,000

HOUSING CONNECT FUND

3595 SOUTH MAIN STREET
SALT LAKE CITY,UT841150000 		NONE   GENERAL OPERATING 5,000

UTAH FOOD BANK

3150 SOUTH 900 WEST
SALT LAKE CITY,UT84119 		NONE   GENERAL OPERATING 60,000

NEIGHBORHOOD HOUSE ASSOCIATION

1050 W 500 S
SALT LAKE CITY,UT84104 		NONE   GENERAL OPERATING 20,000

THE ROAD HOME

1415 S MAIN STREET
SALT LAKE CITY,UT84115 		NONE   GENERAL OPERATING 60,000

GIRL SCOUTS OF UTAH

445 E 4500 S STE 125
SALT LAKE CTY,UT841072639 		NONE   GENERAL OPERATING 10,000

JUNIOR ACHIEVEMENT OF UTAH AND IDAHO INC

515 SOUTH 700 EAST SUITE 1C
SALT LAKE CITY,UT841022821 		NONE   GENERAL OPERATING 15,000

JEWISH FAMILY SERVICE

495 E 4500 S SUITE100
SALT LAKE CITY,UT841072797 		NONE   GENERAL OPERATING 10,000

HOUSE OF HOPE

857 EAST 200 SOUTH
SALT LAKE CITY,UT84102 		NONE   GENERAL OPERATING 5,000

SALT LAKE COMMUNITY ACTION PROGRAM

1307 S 900 W
SALT LAKE CITY,UT841041622 		NONE   GENERAL OPERATING 30,000

FIRST STEP HOUSE

440 SOUTH 500 EAST
SALT LAKE CITY,UT84102 		NONE   GENERAL OPERATING 40,000

ODYSSEY HOUSE INCUTAH

117 W 400 S
SALT LAKE CTY,UT841011916 		NONE   GENERAL OPERATING 15,000

BOYS & GIRLS CLUBS OF UTAH COUNTY

702 E 1910 S STE 3
PROVO,UT846066230 		NONE   GENERAL OPERATING 40,000

GUADALUPE CENTER EDUCATIONAL PROGRAMS IN

1385 NORTH 1200 WEST
SALT LAKE CITY,UT84116 		NONE   GENERAL OPERATING 10,000

BOYS & GIRLS CLUBS OF GREATER SALT LAKE

POST OFFICE BOX 57071
MURRAY,UT84157 		NONE   GENERAL OPERATING 50,000

RAPE RECOVERY CENTER

2035 S 1300 E
SALT LAKE CITY,UT84105 		NONE   GENERAL OPERATING 10,000

BIG BROTHERSBIG SISTERS OF UTAH INC

2121 S STATE ST STE 201
S SALT LAKE,UT841152897 		NONE   GENERAL OPERATING 40,000

FAMILY SUPPORT CENTER

1760 WEST 4805 SOUTH
TAYLORSVILLE,UT84129 		NONE   GENERAL OPERATING 25,000

SPECIAL OLYMPICS UTAH INC

12227 BUSINESS PARK DR BLD5 STE100W
DRAPER,UT840206505 		NONE   GENERAL OPERATING 20,000

SALT LAKE DONATED DENTAL SERVICES

1383 SOUTH 900 WEST SUITE 128
SALT LAKE CITY,UT84104 		NONE   GENERAL OPERATING 40,000

SEEKHAVEN INC

81 NORTH 300 EAST
MOAB,UT84532 		NONE   GENERAL OPERATING 20,000

MOUNTAINLANDS COMMUNITY HEALTH CENTER

589 S STATE ST
PROVO,UT846065056 		NONE   GENERAL OPERATING 30,000

UTAH DOMESTIC VIOLENCE ADVISORY COUNCIL

124 S 400 E STE 430
SALT LAKE CTY,UT841112178 		NONE   GENERAL OPERATING 30,000

SOUTH VALLEY SANCTUARY INC

POST OFFICE BOX 1028
WEST JORDAN,UT840847028 		NONE   GENERAL OPERATING 20,000

FAMILY PROMISE SALT LAKE

814 W 800 S
SALT LAKE CTY,UT841041417 		NONE   GENERAL OPERATING 30,000

BOYS & GIRLS CLUBS OF WEBER-DAVIS

690 W 1100 S SUITE 5
OGDEN,UT84404 		NONE   GENERAL OPERATING 25,000

EYE CARE FOR KIDS

6911 S STATE STREET
MIDVALE,UT840471239 		NONE   GENERAL OPERATING 45,000

FRIENDS FOR SIGHT

6715 SOUTH 1300 EAST SUITE 250
SALT LAKE CITY,UT84121 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 1,100,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 633,916  
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 ............ 		    18 387,247  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP 		    1 1,492  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,022,655  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,022,655
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,786     1,786

TY 2025 InvestmentsCorpBondsSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Name of Bond End of Year Book Value End of Year Fair Market Value
91282CDK4 US TREASURY NOTE 1.2    
91282CFM8 US TREASURY NOTE 4.1 201,164 202,140
02005NBQ2 ALLY FINANCIAL INC 93,365 100,870
023135CF1 AMAZON.COM INC 121,321 124,470
037833ET3 APPLE INC 90,916 90,684
097023DG7 BOEING CO 116,205 124,763
30303M8L9 META PLATFORMS INC 80,745 81,475
46647PCZ7 VR JPMORGAN CHASE &    
693506BU0 PPG INDUSTRIES INC    
9128283F5 US TREASURY NOTE 165,566 171,117
9128283W8 US TREASURY NOTE 241,494 246,230
00206RHJ4 AT&T INC 47,813 50,261
023608AP7 AMEREN CORP 76,674 76,025
06051GLG2 VR BANK OF AMERICA 84,805 87,177
09247XAT8 BLACKROCK INC 59,587 61,384
126650CX6 CVS HEALTH CORP 48,012 50,166
254687FL5 WALT DISNEY COMPANY/ 53,466 56,100
26442CBM5 DUKE ENERGY CAROLINA 44,392 45,553
29444UBS4 EQUINIX INC 21,333 22,625
31488VAA5 FERGUSON ENTERPRISES 48,668 50,432
337738BL1 FISERV INC 41,020 40,557
45687VAA4 INGERSOLL RAND INC 49,986 51,684
571903BQ5 MARRIOTT INTERNATION 60,620 61,882
59156RCE6 METLIFE INC 51,761 52,702
67103HAL1 O'REILLY AUTOMOTIVE 50,007 50,434
828807DY0 SIMON PROPERTY GROUP 57,767 59,673
842400HY2 SOUTHERN CAL EDISON 77,762 77,615
89115A2E1 TORONTO-DOMINION BAN 52,887 54,893
912810FF0 US TREASURY BOND 5.2 315,926 313,923
91282CFV8 US TREASURY NOTE 4.1 199,273 202,290
91282CGQ8 US TREASURY NOTE 199,195 202,546
91282CJJ1 US TREASURY NOTE 255,434 258,135
91282CJZ5 US TREASURY NOTE 174,084 174,454
91282CKG5 US TREASURY NOTE 194,930 203,312
913017CY3 RTX CORP 4.125% 11/1 47,606 50,167
927804GP3 VIRGINIA ELEC & POWE 44,465 45,538
03027XCL2 AMERICAN TOWER CORP 59,933 61,437
20826FBL9 CONOCOPHILLIPS COMPA 48,603 50,693
256677AP0 DOLLAR GENERAL CORP 40,612 41,478
373334KY6 GEORGIA POWER CO 49,641 50,801
548661EQ6 LOWE'S COS INC 51,833 51,650
670346AZ8 NUCOR CORP 50,209 51,046
857477DB6 STATE STREET CORP 60,941 61,772
91282CEV9 US TREASURY NOTE 3.2 121,807 123,574
91282CNC1 US TREASURY NOTE 126,506 126,035

TY 2025 InvestmentsCorpStockSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 24,849 37,015
00724F101 ADOBE INC    
007903107 ADVANCED MICRO DEVIC 24,847 37,692
02079K107 ALPHABET INC CL C 48,271 110,771
037833100 APPLE INC 113,832 159,854
09260D107 BLACKSTONE INC 25,505 30,366
097023105 BOEING CO 35,748 34,956
11135F101 BROADCOM INC 33,291 102,100
150870103 CELANESE CORP    
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC. 19,692 43,525
192446102 COGNIZANT TECH SOLUT 19,898 22,161
30303M102 META PLATFORMS INC 35,004 67,329
437076102 HOME DEPOT INC 25,720 25,463
46625H100 JPMORGAN CHASE & CO 30,891 59,933
532457108 ELI LILLY & CO COM 26,127 48,361
56501R106 MANULIFE FINANCIAL C 19,046 32,833
580135101 MCDONALDS CORP 27,680 30,563
58933Y105 MERCK & CO INC NEW    
594918104 MICROSOFT CORP 118,955 155,242
609207105 MONDELEZ INTERNATION 22,180 16,795
75513E101 RTX CORP 22,276 50,252
7591EP100 REGIONS FINL CORP NE 16,734 23,469
855244109 STARBUCKS CORP COM 21,935 19,874
867224107 SUNCOR ENERGY INC NE 31,121 44,005
87612E106 TARGET CORP    
883556102 THERMO FISHER SCIENT 25,552 28,393
89151E109 TOTALENERGIES SE -SP    
904767704 UNILEVER PLC - ADR    
907818108 UNION PACIFIC CORP 25,349 24,520
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC-CLASS A SHR 25,384 34,370
94106L109 WASTE MANAGEMENT INC 19,300 23,948
G29183103 EATON CORP PLC 26,107 34,399
H2906T109 GARMIN LTD 14,489 22,516
023135106 AMAZON COM INC COM 72,661 87,942
032654105 ANALOG DEVICES INC 5,546 6,509
09290D101 BLACKROCK INC 24,716 33,181
43300A203 HILTON WORLDWIDE HOL 21,760 29,874
49338L103 KEYSIGHT TECHNOLOGIE 17,572 20,725
512807306 LAM RESH CORP 21,858 48,957
571748102 MARSH & MCLENNAN COS    
G87052109 TE CONNECTIVITY PLC 17,627 28,439
001317205 AIA GROUP LTD-SP ADR 8,601 9,519
002824100 ABBOTT LABS 25,515 23,680
010199503 AKZO NOBEL NV-SPON A 7,443 7,477
02263T104 AMADEUS IT GROUP S.A 21,356 18,588
049255706 ATLAS COPCO AB ADR 8,799 9,636
05565A202 BNP PARIBAS - ADR 17,204 18,249
059460303 BANCO BRADESCO S A A 6,669 7,423
06738E204 BARCLAYS PLC - ADR 23,607 29,802
07724U103 BEIERSDORF AG-UNSPON 1,749 1,752
110448107 BRITISH AMERICAN TOB 16,314 16,250
12637N204 CSL LTE-SPONSORED AD 8,122 6,682
18946Q101 CLP HOLDINGS LIMITED 4,506 4,676
204319107 COMPAGNIE FINANCIERE 10,571 13,155
22266T109 COUPANG INC 3,129 2,595
23381B106 DAIKIN INDUSTRIES-UN 10,817 10,723
23381D102 DAIICHI SANKYO CO-SP 10,602 9,282
26874R108 ENI SPA - ADR 16,070 17,225
268780103 E.ON SE - SPONSORED 4,717 4,887
278865100 ECOLAB INC 20,372 19,952
296036304 ERSTE GROUP BANK AG- 5,819 7,048
359590304 FUJITSU LIMITED - AD 16,806 18,946
37827X100 GLENCORE PLC-UNSP AD 9,130 12,613
40415F101 HDFC BANK LTD. - ADR 22,992 23,239
405552100 HALEON PLC ADR 11,464 11,687
433578507 HITACHI LIMITED - AD 22,470 25,584
456837103 ING GROEP N.V. - ADR 4,307 5,012
45857P806 INTERCONTINENTAL HOT 4,394 5,070
48667L106 KDDI CORP-UNSPONSORE 15,980 15,941
502441306 LVMH MOET HENNESSY U 15,009 19,304
524671104 LEGRAND SA-UNSP ADR 6,404 6,286
54211Y107 LONDON STOCK EXCHANG 16,993 16,263
59410T106 MICHELIN (CGDE) ADR 8,356 7,631
606776201 MITSUBISHI ELECTRIC- 11,233 13,282
60687Y109 MIZUHO FINL GROUP IN 14,436 15,094
620076307 MOTOROLA SOLUTIONS, 25,007 22,233
62473G102 MTU AERO ENGINES-UNS 4,489 4,377
636274409 NATIONAL GRID PLC-SP 16,475 17,791
639057207 NATWEST GROUP PLC AD 27,457 32,515
641069406 NESTLE S.A. REGISTER 10,748 11,458
64110L106 NETFLIX INC 19,464 18,752
670100205 NOVO NORDISK A/S - A 8,698 7,988
67066G104 NVIDIA CORP 21,705 40,284
714264306 PERNOD RICARD SA ADR 12,082 9,518
767204100 RIO TINTO PLC - ADR 11,472 13,125
771195104 ROCHE HOLDINGS LTD - 24,060 30,426
780641205 KONINKLIJKE KPN N.V. 6,584 6,650
783513203 RYANAIR HOLDINGS PLC 7,784 8,952
79466L302 SALESFORCE INC 20,704 20,928
80105N105 SANOFI-ADR 16,541 15,846
803054204 SAP SE ADR 4,390 3,887
80687P106 SCHNEIDER ELECTRIC S 22,750 25,325
81783H105 SEVEN & I HOLDINGS C 4,822 5,260
824551105 SHIN-ETSU CHEMICAL C 6,518 6,526
82674R103 SIKA AG-BR-ADR 4,813 4,229
835699307 SONY GROUP CORP - SP 14,405 13,312
86959X107 SUZUKI MOTOR CORP-UN 3,883 4,376
87155N109 SYMRISE AG ADR 12,366 10,422
874039100 TAIWAN SEMICONDUCTOR 22,573 28,870
87873R101 TECHTRONIC INDUSTRIE 9,365 8,349
883219206 THALES SA ADR 4,777 4,322
889110102 TOKYO ELECTRON LTD-U 7,948 8,221
891160509 TORONTO DOMINION BK 14,552 15,920
892331307 TOYOTA MOTOR CORPORA 8,238 8,991
90353T100 UBER TECHNOLOGIES IN 23,161 24,758
904767803 UNILEVER PLC ADR 17,134 20,521
931142103 WALMART INC 20,741 27,295
977874205 WOLTERS KLUWER NV - 5,554 4,453
98419M100 XYLEM INC/NY 20,068 22,061
F92124100 TOTALENERGIES SE 55,398 54,233
G0403H108 AON PLC 5,881 5,646
G4253H101 JAMES HARDIE INDUSTR 5,292 5,374
G54950103 NEW LINDE PLC 25,618 22,599
H42097107 UBS GROUP AG 21,427 24,591
N07059210 ASML HOLDING NV-NY R 15,421 23,537
N5505D105 MAGNUM ICE CREAM CO   1,119
N72482206 QIAGEN NV 7,081 6,611

TY 2025 InvestmentsOtherSchedule2
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
667998553 LUCINE ENERGY ASSOCI AT COST 12,000 5,068
89155T490 TOUCHSTONE MID CAP-R AT COST 720,697 1,037,230
872365713 TCW EMRG MRKTS INC-P AT COST 561,007 626,549
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 453,449 410,304
BIT990000 BLACKSTONE REAL ESTA AT COST 710,535 917,121
70299PGP6 PARTNERS GROUP PRIVA AT COST 233,234 428,580
78462F103 SPDR S & P 500 ETF T AT COST 3,183,009 6,346,629
14064D642 FULTHALER BHVRL UNCN AT COST 500,000 969,650
14064D873 FULRTHALER BHVR SM C AT COST 492,762 963,629
46090F100 INVESCO OPTIMUM YIEL      
31641Q755 FIDELITY NEW MRKTS I AT COST 250,000 301,664
77956H435 T ROWE PR OVERSEAS S AT COST 500,060 661,488
921943858 VANGUARD FTSE DEVELO AT COST 1,220,457 1,671,697
922908629 VANGUARD MIDCAP VIPE AT COST 701,105 966,433
922908751 VANGUARD SMALL CAP V      
CNV990005 STEPSTONE PRIVATE MA AT COST 500,000 656,802
722005667 PIMCO COMMODITY REAL AT COST 500,000 535,793
41152J108 EMBARK COMMODITY STR AT COST 500,000 491,493

TY 2025 OtherDecreasesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Description Amount
MUTUAL FUND TIMING ADJ 5,502
CY PURCHASE OF ACCRUED INTEREST 1,150
ROC ON CY SALES 130
PY RETURN OF CAPITAL ADJUSTMENT 369
PARTNERSHIP INCOME ADJUSTMENT 1,492
COST BASIS ADJUSTMENT 262


TY 2025 OtherExpensesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 374 374   0


TY 2025 OtherIncomeSchedule2
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 1,492 1,492  


TY 2025 OtherIncreasesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Description Amount
PY PURCHASE OF ACCRUED INTEREST 2,110


TY 2025 OtherProfessionalFeesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 11,446     11,446
INVESTMNT MNGMNT FEES (NON-DED 4,401 4,401    


TY 2025 TaxesSchedule
Name:
PETERSEN BRUCE & CECILIA FDN-MAIN
EIN:
82-2622856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,656 5,656   0
FEDERAL TAX PAYMENT - PRIOR YE 2,012 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,836 0   0
FOREIGN TAXES ON NONQUALIFIED 1,388 1,388   0