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
BROWN ABRAHAM W
 
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

24-6023738
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)$6,642,738J 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... 127,402 127,378  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 117,755
b Gross sales price for all assets on line 6a 397,294
7 Capital gain net income (from Part IV, line 2)... 117,755
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
21,792 21,792  
12 Total. Add lines 1 through 11........ 266,949 266,925  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,408 68,767   7,641
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
1,141 0 0 1,141
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
503 503   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,537 1,192   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
127 127    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,716 70,589 0 8,782
25 Contributions, gifts, grants paid....... 290,000 290,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 370,716 70,589 0 298,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,767
b Net investment income (if negative, enter -0-) 196,336
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 219,397 168,811 168,811
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)....... 203,131 Click to see attachment
List of Attached Documents:
// Content
212,694 		259,922
c Investments—corporate bonds (attach schedule)....... 1,208,469 Click to see attachment
List of Attached Documents:
// Content
1,208,312 		1,250,340
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,006,610 Click to see attachment
List of Attached Documents:
// Content
1,944,768 		4,963,665
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,637,607 3,534,585 6,642,738
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,637,607 3,534,585
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,637,607 3,534,585
30 Total liabilities and net assets/fund balances (see instructions). 3,637,607 3,534,585
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,637,607
2
Enter amount from Part I, line 27a .....................
2
-103,767
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
800
4
Add lines 1, 2, and 3 ..........................
4
3,534,640
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
55
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,534,585
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 20000. EQUINIX INC 1.000% 9/15/25   2022-05-18 2025-01-24
b 30000. US TREASURY NOTE 2.250% 11/15/25   2019-02-28 2025-01-24
c 22. AIRBUS SE - UNSP ADR   2024-07-31 2025-02-07
d 30. AIRBUS SE - UNSP ADR   2023-02-13 2025-02-07
e 4. AXA - ADR   2024-12-09 2025-02-07
57. AXA - ADR   2023-02-13 2025-02-07
43. TOTAL S.A. - ADR   2023-02-13 2025-02-10
7. ABBVIE INC   2024-05-15 2025-03-11
5. ABBVIE INC   2023-02-13 2025-03-11
37. DEUTSCHE TELEKOM AG - ADR   2024-05-15 2025-03-11
18. DEUTSCHE TELEKOM AG - ADR   2023-12-21 2025-03-11
12. KROGER CO   2023-02-13 2025-03-11
17. PHILIP MORRIS INTERNATIONAL IN   2023-02-13 2025-03-11
1. ABBVIE INC   2023-02-13 2025-04-23
1. ANALOG DEVICES INC   2023-02-13 2025-04-23
2. ASTRAZENECA PLC ADR   2024-05-15 2025-04-23
18. BARCLAYS PLC - ADR   2024-12-09 2025-04-23
2. COMCAST CORP CLASS A   2024-12-09 2025-04-23
1. DEUTSCHE BOERSE AG ADR   2023-02-13 2025-04-23
1. GOLDMAN SACHS GROUP INC   2023-02-13 2025-04-23
9. HITACHI LIMITED - ADR   2025-02-07 2025-04-23
1. INTERNATIONAL FLAVORS & FRAGRANCES   2023-02-13 2025-04-23
3. LVMH MOET HENNESSY UNSP ADR - ADR   2023-02-13 2025-04-23
1. LOWES COS INC   2024-12-09 2025-04-23
1. MCDONALDS CORP   2024-03-11 2025-04-23
2. NEXTERA ENERGY INC   2023-02-13 2025-04-23
1. NOVO NORDISK A/S - ADR   2025-03-11 2025-04-23
5. ORIX CORPORATION - ADR   2023-02-13 2025-04-23
1. PHILIP MORRIS INTERNATIONAL IN   2023-07-17 2025-04-23
1. QUALCOMM INC   2024-12-09 2025-04-23
2. RIO TINTO PLC - ADR   2024-04-12 2025-04-23
1. SANOFI-ADR   2024-12-12 2025-04-23
1. SANOFI-ADR   2023-02-13 2025-04-23
1. SAP SE   2023-02-13 2025-04-23
1. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-04-23
8. SUMITOMO TRUST AND BANKING ADR   2023-02-13 2025-04-23
1. TJX COMPANIES INC   2023-12-21 2025-04-23
1. TOKYO ELECTRON LTD-UNSP ADR   2024-07-31 2025-04-23
4. VINCI SA ADR   2023-02-13 2025-04-23
1. WILLIAMS COS INC   2023-02-13 2025-04-23
1. AXA - ADR   2025-04-23 2025-05-20
26. AXA - ADR   2023-02-13 2025-05-20
34. DEUTSCHE BOERSE AG ADR   2023-02-13 2025-05-20
36. KROGER CO   2023-02-13 2025-05-20
12. NESTLE S.A. REGISTERED SHARES - ADR   2023-02-13 2025-05-20
18. WILLIAMS COS INC   2023-02-13 2025-05-20
25000. GOLDMAN SACHS GROUP 3.750% 5/22/25   2019-03-06 2025-05-22
10000. US TREASURY NOTE 2.625% 1/31/26   2019-04-10 2025-06-10
1. AIRBUS SE - UNSP ADR   2023-02-13 2025-07-22
2. ALLIANZ SE - UNSP ADR   2025-02-07 2025-07-22
1. ASTRAZENECA PLC ADR   2024-05-15 2025-07-22
1. AXA - ADR   2023-02-13 2025-07-22
1. CME GROUP INC   2025-04-23 2025-07-22
1. CHEVRON CORP   2023-06-09 2025-07-22
1. COMCAST CORP CLASS A   2024-12-09 2025-07-22
2. DEUTSCHE BOERSE AG ADR   2023-02-13 2025-07-22
4. DEUTSCHE TELEKOM AG - ADR   2025-04-23 2025-07-22
1. DEUTSCHE POST AG ADR   2023-02-13 2025-07-22
1. DUKE ENERGY HOLDING CORP. COM   2025-04-23 2025-07-22
1. DUKE ENERGY HOLDING CORP. COM   2024-05-15 2025-07-22
1. GENUINE PARTS CO   2023-12-21 2025-07-22
1. JOHNSON & JOHNSON   2023-02-13 2025-07-22
4. KEURIG DR PEPPER INC   2023-02-13 2025-07-22
3. MERCK & CO INC NEW   2023-02-07 2025-07-22
1. NESTLE S.A. REGISTERED SHARES - ADR   2023-02-13 2025-07-22
3. NORDEA BANK ABP - SPON ADR   2025-04-23 2025-07-22
2. NOVARTIS AG - ADR   2024-05-15 2025-07-22
1. ORIX CORPORATION - ADR   2023-02-13 2025-07-22
1. PEPSICO INC   2023-02-13 2025-07-22
1. RIO TINTO PLC - ADR   2024-04-12 2025-07-22
1. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-07-22
1. SIEMENS AG - SPONSORED ADR   2025-02-10 2025-07-22
5. SUMITOMO TRUST AND BANKING ADR   2023-02-13 2025-07-22
2. TC ENERGY CORP   2023-02-13 2025-07-22
4. UNILEVER PLC - ADR   2025-03-13 2025-07-22
1. VEOLIA ENVIRONNEMENT ADR   2025-04-23 2025-07-22
2. VEOLIA ENVIRONNEMENT ADR   2023-03-31 2025-07-22
1. WILLIAMS COS INC   2023-02-13 2025-07-22
1. COCA-COLA EUROPACIFIC PARTNE   2025-04-23 2025-07-22
1. COCA-COLA EUROPACIFIC PARTNE   2023-02-13 2025-07-22
1. MEDTRONIC PLC   2023-02-13 2025-07-22
9. DUKE ENERGY HOLDING CORP. COM   2024-05-15 2025-07-24
13. MERCK & CO INC NEW   2023-02-13 2025-07-24
10. SIEMENS AG - SPONSORED ADR   2025-02-10 2025-07-24
2. SIEMENS AG - SPONSORED ADR   2023-02-13 2025-07-24
2. HITACHI LIMITED - ADR   2024-12-12 2025-07-25
40. HITACHI LIMITED - ADR   2025-02-07 2025-07-25
29. HITACHI LIMITED - ADR   2024-05-15 2025-07-25
25000. JPMORGAN CHASE & CO 2.950% 10/01/26   2019-09-26 2025-07-25
41. ORIX CORPORATION - ADR   2023-02-13 2025-07-29
53. ORIX CORPORATION - ADR   2023-02-13 2025-07-30
50000. US TREASURY NOTE 2.625% 1/31/26   2019-04-10 2025-10-20
10. ABBVIE INC   2023-02-13 2025-11-04
3. COMCAST CORP CLASS A   2024-12-09 2025-11-04
97. COMCAST CORP CLASS A   2023-02-13 2025-11-04
6. GENUINE PARTS CO   2025-02-10 2025-11-04
14. GENUINE PARTS CO   2023-12-21 2025-11-04
33. NOVO NORDISK A/S - ADR   2025-03-11 2025-11-04
6. PROCTER & GAMBLE CO   2025-05-20 2025-11-04
6. PROCTER & GAMBLE CO   2023-12-21 2025-11-04
57. COCA-COLA EUROPACIFIC PARTNE   2023-02-13 2025-11-04
44. ISHARES CORE S & P 500 ETF   2015-04-24 2025-12-08
2919. ETRACS ALERIAN INFRAST SER B ETN   2022-03-07 2025-12-08
8. MCDONALDS CORP   2024-03-11 2025-12-12
27. NESTLE S.A. REGISTERED SHARES - ADR   2023-02-13 2025-12-12
1. SAP SE   2025-07-22 2025-12-12
4. SAP SE   2023-02-13 2025-12-12
52. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-12-12
7. SNAP ON INC   2024-03-11 2025-12-12
8. TJX COMPANIES INC   2023-02-13 2025-12-12
3.4 MAGNUM ICE CREAM CO BV/THE   2025-03-13 2025-12-12
14.6 MAGNUM ICE CREAM CO BV/THE   2023-02-13 2025-12-12
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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 19,516   18,101 1,415
b 29,525   28,830 695
c 941   833 108
d 1,284   931 353
e 154   145 9
2,197   1,747 450
2,592   2,768 -176
1,497   1,137 360
1,069   766 303
1,346   892 454
655   429 226
802   537 265
2,596   1,749 847
176   153 23
185   180 5
137   155 -18
281   247 34
69   86 -17
32   18 14
533   374 159
224   242 -18
76   96 -20
335   524 -189
218   274 -56
317   293 24
135   151 -16
61   78 -17
100   90 10
168   99 69
142   158 -16
121   135 -14
53   48 5
53   47 6
272   118 154
47   33 14
109   71 38
125   91 34
70   94 -24
135   116 19
58   31 27
47   46 1
1,218   797 421
1,092   620 472
2,515   1,612 903
1,269   1,448 -179
1,054   559 495
25,000   25,165 -165
9,898   10,269 -371
53   31 22
80   73 7
70   77 -7
49   31 18
274   259 15
150   159 -9
35   43 -8
61   36 25
143   149 -6
46   44 2
121   121  
121   103 18
131   138 -7
167   162 5
134   142 -8
244   329 -85
98   121 -23
43   40 3
233   207 26
23   18 5
145   178 -33
64   68 -4
54   33 21
130   109 21
75   44 31
95   76 19
242   244 -2
18   18  
36   31 5
58   31 27
99   88 11
99   56 43
91   84 7
1,078   929 149
1,091   1,413 -322
1,338   1,092 246
268   157 111
63   53 10
1,251   1,086 165
907   536 371
24,626   25,417 -791
918   737 181
1,201   953 248
49,828   50,180 -352
2,145   1,531 614
81   128 -47
2,620   3,786 -1,166
734   714 20
1,712   1,935 -223
1,601   2,579 -978
885   994 -109
885   868 17
4,947   3,185 1,762
30,167   9,369 20,798
74,945   52,473 22,472
2,514   2,345 169
2,641   3,219 -578
245   306 -61
980   473 507
2,877   1,717 1,160
2,451   2,069 382
1,248   695 553
53   51 2
228   195 33
      67,149
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      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
      67,149
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       1,415
b       695
c       108
d       353
e       9
      450
      -176
      360
      303
      454
      226
      265
      847
      23
      5
      -18
      34
      -17
      14
      159
      -18
      -20
      -189
      -56
      24
      -16
      -17
      10
      69
      -16
      -14
      5
      6
      154
      14
      38
      34
      -24
      19
      27
      1
      421
      472
      903
      -179
      495
      -165
      -371
      22
      7
      -7
      18
      15
      -9
      -8
      25
      -6
      2
       
      18
      -7
      5
      -8
      -85
      -23
      3
      26
      5
      -33
      -4
      21
      21
      31
      19
      -2
       
      5
      27
      11
      43
      7
      149
      -322
      246
      111
      10
      165
      371
      -791
      181
      248
      -352
      614
      -47
      -1,166
      20
      -223
      -978
      -109
      17
      1,762
      20,798
      22,472
      169
      -578
      -61
      507
      1,160
      382
      553
      2
      33
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 117,755
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 2,729
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 2,729
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 2,729
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,240
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,240
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....... 9 489
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)
PA
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 		76,408    
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
6,252,165
b
Average of monthly cash balances.......................
1b
249,148
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,501,313
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
6,501,313
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,520
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,403,793
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
320,190
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
320,190
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,729
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,729
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
317,461
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
317,461
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
317,461
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
298,782
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
298,782
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 7 317,461
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 288,806
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: $ 298,782
a Applied to 2024, but not more than line 2a 288,806
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..... 9,976
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 .......... 		307,485
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

ALBRIGHT CARE SERVICES

90 MAPLEWOOD DRIVE
LEWISBURG,PA17837 		NONE   GENERAL OPERATING 290,000
Total ................................. 3a 290,000
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 ....     14 127,402  
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 ............ 		    18 117,755  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 21,792  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   266,949  
13Total. Add line 12, columns (b), (d), and (e)..................
13
266,949
(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:
BROWN ABRAHAM W
EIN:
24-6023738
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,141     1,141

TY 2025 InvestmentsCorpBondsSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Name of Bond End of Year Book Value End of Year Fair Market Value
38148LAE6 GOLDMAN SACHS GROUP    
9128286A3 US TREASURY NOTE    
9128286X3 US TREASURY NOTE 60,573 59,641
912828M56 US TREASURY NOTE    
46625HRV4 JPMORGAN CHASE & CO    
912828U24 US TREASURY NOTE 2.0 57,349 59,207
61746BEF9 MORGAN STANLEY 22,559 19,948
961214FK4 WESTPAC BANKING CORP 30,704 30,924
9128283F5 US TREASURY NOTE 46,570 48,891
78016FZS6 ROYAL BANK OF CANADA 24,096 25,174
29444UBK1 EQUINIX INC    
023135CH7 AMAZON.COM INC 23,048 24,240
036752AB9 ANTHEM INC 23,541 24,881
037833EV8 APPLE INC 19,812 20,262
06051GGA1 BANK OF AMERICA CORP 23,207 24,768
110122DP0 BRISTOL-MYERS SQUIBB 17,138 19,094
126650DM9 CVS HEALTH CORP 16,976 19,132
14040HBN4 CAPITAL ONE FINANCIA 18,764 19,940
20030NCT6 COMCAST CORP 24,524 25,135
25389JAR7 DIGITAL REALTY TRUST 18,584 19,892
254687FL5 WALT DISNEY COMPANY/ 21,042 23,375
61747YEZ4 VR MORGAN STANLEY 5. 20,138 20,014
67103HAL1 O'REILLY AUTOMOTIVE 19,129 20,173
693475AZ8 PNC FINANCIAL SERVIC 8,534 9,411
907818FU7 UNION PACIFIC CORP 16,643 18,341
9128283W8 US TREASURY NOTE 56,275 59,095
9128285M8 US TREASURY NOTE 52,198 54,386
9128286T2 US TREASURY NOTE 2.3 54,366 57,689
91282CBL4 US TREASURY NOTE 48,955 52,826
91282CDY4 US TREASURY NOTE 1.8 59,361 62,429
91282CGQ8 US TREASURY NOTE 60,823 60,764
92343VGJ7 VERIZON COMMUNICATIO 17,477 19,177
00206RGQ9 AT&T INC 9,519 10,013
256677AP0 DOLLAR GENERAL CORP 20,136 20,739
26441CBT1 DUKE ENERGY CORP 9,447 9,967
458140CA6 INTEL CORP 9,288 9,643
494553AE0 KINDER MORGAN INC 9,778 10,324
91282CFV8 US TREASURY NOTE 4.1 19,459 20,229
91282CJJ1 US TREASURY NOTE 46,414 46,464
91282CJZ5 US TREASURY NOTE 59,643 59,813
927804GP3 VIRGINIA ELEC & POWE 20,470 20,239
04636NAN3 ASTRAZENECA FINANCE 20,105 20,689
09247XAT8 BLACKROCK INC 19,555 20,461
316773DK3 VR FIFTH THIRD BANCO 15,844 15,797
46647PDY9 VR JPMORGAN CHASE & 21,653 21,959
579780AU1 MCCORMICK & CO 14,094 14,780
91282CNC1 US TREASURY NOTE 50,521 50,414

TY 2025 InvestmentsCorpStockSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 4,148 6,398
009279100 AIRBUS SE - UNSP ADR 1,644 3,070
032654105 ANALOG DEVICES INC 2,221 3,254
046353108 ASTRAZENECA PLC ADR 5,762 7,446
054536107 AXA - ADR 1,593 2,495
12572Q105 CME GROUP INC 4,511 6,554
166764100 CHEVRON CORP 6,515 6,249
20030N101 COMCAST CORP CLASS A    
251542106 DEUTSCHE BOERSE AG A 2,252 3,286
251566105 DEUTSCHE TELEKOM AG 3,380 4,970
25157Y202 DEUTSCHE POST AG ADR 3,509 4,430
26441C204 DUKE ENERGY HOLDING 3,168 3,751
26875P101 EOG RESOURCES, INC 5,913 5,040
372460105 GENUINE PARTS CO    
38141G104 GOLDMAN SACHS GROUP 3,323 7,032
459506101 INTERNATIONAL FLAVOR 4,218 3,167
478160104 JOHNSON & JOHNSON 5,823 7,450
49271V100 KEURIG DR PEPPER INC 5,311 4,342
501044101 KROGER CO    
502441306 LVMH MOET HENNESSY U 7,540 7,691
539830109 LOCKHEED MARTIN CORP 4,192 4,353
548661107 LOWES COS INC 6,797 6,994
58933Y105 MERCK & CO INC NEW 4,565 4,631
594918104 MICROSOFT CORP 3,003 4,836
609207105 MONDELEZ INTERNATION 4,233 3,553
641069406 NESTLE S.A. REGISTER 2,800 2,865
65339F101 NEXTERA ENERGY INC 4,286 4,817
65558R109 NORDEA BANK ABP - SP 2,334 3,635
66987V109 NOVARTIS AG - ADR 3,680 5,928
686330101 ORIX CORPORATION - A    
713448108 PEPSICO INC 4,657 4,019
718172109 PHILIP MORRIS INTERN 1,971 3,048
742718109 PROCTER & GAMBLE CO 3,372 3,439
747525103 QUALCOMM INC 6,365 7,526
749685103 RPM INTERNATIONAL IN 2,376 2,808
80105N105 SANOFI-ADR 2,455 2,520
803054204 SAP SE ADR 2,247 4,615
80687P106 SCHNEIDER ELECTRIC S    
826197501 SIEMENS AG - SPONSOR 1,886 3,359
86562M209 SUMITOMO TRUST AND B 2,368 5,180
872540109 TJX COMPANIES INC 2,821 5,376
87807B107 TC ENERGY CORP 3,045 4,566
889110102 TOKYO ELECTRON LTD-U 2,785 4,111
89151E109 TOTALENERGIES SE -SP    
904767704 UNILEVER PLC - ADR    
92334N103 VEOLIA ENVIRONNEMENT 2,429 2,726
927320101 VINCI SA ADR 3,389 4,083
969457100 WILLIAMS COS INC 1,868 3,607
G25839104 COCA-COLA EUROPACIFI    
G5960L103 MEDTRONIC PLC 2,866 3,170
06738E204 BARCLAYS PLC - ADR 4,657 8,628
433578507 HITACHI LIMITED - AD 2,199 3,713
502117203 L'OREAL - ADR 2,694 2,655
580135101 MCDONALDS CORP 3,189 3,668
767204100 RIO TINTO PLC - ADR 2,766 3,521
833034101 SNAP ON INC    
00206R102 AT & T INC 4,362 4,446
018820100 ALLIANZ SE - UNSP AD 2,804 3,910
060505104 BANK OF AMERICA CORP 4,943 5,060
191216100 COCA COLA CO 5,006 5,103
30303M102 META PLATFORMS INC 3,230 3,300
456837103 ING GROEP N.V. - ADR 5,182 5,320
79466L302 SALESFORCE INC 3,949 3,974
889094108 TOKIO MARINE HOLDING 2,881 2,626
904767803 UNILEVER PLC ADR 4,968 5,406
907818108 UNION PACIFIC CORP 2,881 3,007
G29183103 EATON CORP PLC 3,362 3,185
N5505D105 MAGNUM ICE CREAM CO   10

TY 2025 InvestmentsOtherSchedule2
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256219106 DODGE & COX STOCK FU AT COST 86,337 118,687
464287655 ISHARES RUSSELL 2000 AT COST 47,261 174,527
77954Q403 T ROWE PRICE BLUE CH AT COST 182,727 1,105,353
77958B402 T ROWE PRICE INST FL AT COST 224,822 220,855
90274D382 ETRACS ALERIAN INFRA AT COST 185,356 260,893
464287200 ISHARES CORE S & P 5 AT COST 352,658 1,394,538
413838574 OAKMARK INTERNATIONA AT COST 106,541 210,540
464287499 ISHARES RUSSELL MID- AT COST 206,869 818,295
92189F486 VANECK IG FLOATING R AT COST 150,038 150,510
921908844 VANGUARD DIVIDEND AP AT COST 200,752 245,274
922908769 VANGUARD TOTAL STOCK AT COST 201,407 264,193

TY 2025 OtherDecreasesSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 38
ROC ON CY SALES 2
ROUNDING 15


TY 2025 OtherExpensesSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 123 123   0
OTHER EXPENSE (NON-DEDUCTIBLE 4 4   0


TY 2025 OtherIncomeSchedule2
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 21,792 21,792  


TY 2025 OtherIncreasesSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Description Amount
MUTUAL FUND TIMING ADJ 113
PY PURCHASE OF ACCRUED INTEREST 452
TAX LOT BASIS ADJUSTMENT 235


TY 2025 OtherProfessionalFeesSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 503 503    


TY 2025 TaxesSchedule
Name:
BROWN ABRAHAM W
EIN:
24-6023738
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,192 1,192   0
FEDERAL ESTIMATES - PRINCIPAL 1,345 0   0