TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

OMB No. 1545-0047

2025

Open to Public Inspection

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

Name of foundation
MAUDE PRITCHARD CHAR TRUST XXXXX2009

Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
Room/suite

City or town
CHICAGO

State or province
IL

Country

ZIP or foreign postal code
60603

A Employer identification number

13-6824965

B Telephone number (see instructions)

8004962583

C If exemption application is pending, check here

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

Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$23,870,387J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	655,001		654,959
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		611,395
b	Gross sales price for all assets on line 6a 2,888,520
7	Capital gain net income (from Part IV, line 2)...			611,395
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,266,396		1,266,354
13	Compensation of officers, directors, trustees, etc.	193,428		104,869		88,559
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).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	22,407	10,081		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).......	List of Attached Documents: // Content	750			750
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	216,585		114,950	0	89,309
25	Contributions, gifts, grants paid.......	944,000				944,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	1,160,585		114,950	0	1,033,309
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	105,811
b	Net investment income (if negative, enter -0-)			1,151,404
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	328,538	353,356	353,356
	2	Savings and temporary cash investments.........	375,411	446,332	446,332
	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).......	9,067,559	List of Attached Documents: // Content 8,926,053	18,313,741
	c	Investments—corporate bonds (attach schedule).......	3,633,774	List of Attached Documents: // Content 3,511,128	3,421,369
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,025,175	List of Attached Documents: // Content 1,299,732	1,335,589
	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)	14,430,457	14,536,601	23,870,387
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	14,430,457	14,536,601
	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).....	14,430,457	14,536,601
	30	Total liabilities and net assets/fund balances (see instructions).	14,430,457	14,536,601

Part III

Analysis of Changes in Net Assets or Fund Balances

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

14,430,457

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

105,811

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

List of Attached Documents:

// Content

14,955

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

14,551,223

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

List of Attached Documents:

// Content

14,622

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

14,536,601

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	. ALEXION PHARMACEUTICALS INC			2025-01-03
b	1. COSTCO WHSL CORP NEW		2021-11-05	2025-01-24
c	8. COSTCO WHSL CORP NEW			2025-01-24
d	5. LILLY ELI & CO		2016-12-16	2025-01-27
e	169. MONSTER BEVERAGE CORP			2025-01-27
	1. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	74. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	10. MONSTER BEVERAGE CORP		2022-06-17	2025-01-28
	. VALEANT PHARMACEUTICALS INTE			2025-02-10
	38. APPLE COMPUTER INC			2025-02-13
	11. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	4. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	5. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	29. HONEYWELL INTL INC		2025-01-24	2025-03-25
	1. HONEYWELL INTL INC		2025-01-24	2025-03-25
	5. HONEYWELL INTL INC		2009-12-16	2025-03-25
	30. HONEYWELL INTL INC		2009-12-16	2025-03-26
	10. HONEYWELL INTL INC		2009-12-16	2025-03-26
	15. HONEYWELL INTL INC		2009-12-16	2025-03-26
	11. HONEYWELL INTL INC		2009-12-16	2025-03-27
	11. HONEYWELL INTL INC		2009-12-16	2025-03-27
	61. APPLE COMPUTER INC			2025-04-04
	29. APPLE COMPUTER INC		2024-06-05	2025-04-09
	73. NORFOLK SOUTHN CORP			2025-04-09
	37. NORFOLK SOUTHN CORP			2025-04-09
	8. REGENERON PHARMACEUTICALS INC			2025-04-28
	58. EXXON MOBIL CORP			2025-05-01
	67. EXXON MOBIL CORP			2025-05-01
	49. ALPHABET INC-CL C			2025-05-22
	7. NXP SEMICONDUCTORS NV		2020-07-10	2025-05-22
	5. NXP SEMICONDUCTORS NV		2020-07-10	2025-05-22
	63. NXP SEMICONDUCTORS NV			2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	15. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	4. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	2. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-23
	4. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-23
	773. ISHARES MISCI EAFE INDEX FUND		2016-02-02	2025-06-11
	17584.494 SIX CIRCLES INTL UNCON EQ		2024-12-03	2025-06-11
	3873.056 SIX CIRCLES INTL UNCON EQ		2021-10-26	2025-06-11
	56. FISERV INC			2025-06-20
	41. FISERV INC			2025-06-20
	8. MASTERCARD INC - CLASS A		2024-09-12	2025-06-20
	9. MASTERCARD INC - CLASS A		2022-02-03	2025-06-20
	17. REGENERON PHARMACEUTICALS INC			2025-06-20
	27. BROADCOM INC		2024-12-17	2025-07-11
	9. FISERV INC		2023-07-07	2025-07-11
	96. FISERV INC			2025-07-11
	48. INTUITIVE SURGICAL INC NEW			2025-07-11
	3. ABBVIE INC		2022-08-24	2025-07-16
	6. ALPHABET INC-CL C		2012-09-26	2025-07-16
	8. AMAZON COM INC		2025-05-22	2025-07-16
	2. AMERICAN EXPRESS CO		2019-05-16	2025-07-16
	7. APPLE COMPUTER INC		2024-04-12	2025-07-16
	12. BANK OF AMERICA CORPORATION		2025-06-20	2025-07-16
	7. BOSTON SCIENTIFIC CORP		2021-12-29	2025-07-16
	14. BRISTOL MYERS SQUIBB CO		2022-06-30	2025-07-16
	2. BROADCOM INC		2024-12-17	2025-07-16
	4. CANADIAN PACIFIC KANSAS CITY		2025-07-11	2025-07-16
	5. CONOCOPHILLIPS		2022-03-03	2025-07-16
	3. DISNEY WALT CO		2024-11-21	2025-07-16
	1. ECOLAB INC		2025-06-12	2025-07-16
	6. EXXON MOBIL CORP		2022-11-01	2025-07-16
	2. FACEBOOK INC-A		2021-03-03	2025-07-16
	1. ARTHUR J GALLAGHER & CO		2022-03-08	2025-07-16
	2. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-07-16
	2. HOWMET AEROSPACE INC		2025-03-25	2025-07-16
	4. INGERSOLL RAND INC		2025-07-11	2025-07-16
	2. JOHNSON & JOHNSON		2025-07-11	2025-07-16
	1. LILLY ELI & CO		2025-04-04	2025-07-16
	1. LOWES COS INC		2025-01-24	2025-07-16
	2. MASTERCARD INC - CLASS A		2022-02-08	2025-07-16
	2. MCDONALDS CORP		2024-12-17	2025-07-16
	6. MICROSOFT CORP		2025-04-09	2025-07-16
	2. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-07-16
	4. MORGAN STANLEY DEAN WITTER & CO NEW		2022-10-05	2025-07-16
	5. NEXTERA ENERGY INC		2024-09-12	2025-07-16
	17. NVIDIA CORP		2025-04-04	2025-07-16
	5. OTIS WORLDWIDE CORP		2024-10-14	2025-07-16
	2. PEPSICO INC		2024-09-12	2025-07-16
	3. PROGRESSIVE CORP OHIO		2022-10-05	2025-07-16
	1. S&P GLOBAL INC		2022-12-02	2025-07-16
	3. SALESFORCE.COM INC		2024-03-20	2025-07-16
	1. SHERWIN WILLIAMS CO		2024-11-21	2025-07-16
	5. SOUTHERN CO		2025-04-04	2025-07-16
	2. STRYKER CORP		2023-09-13	2025-07-16
	3. TJX COS INC NEW		2023-09-22	2025-07-16
	1. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-07-16
	3. TEXAS INSTRS INC		2025-07-11	2025-07-16
	1. THERMO ELECTRON CORP		2024-01-29	2025-07-16
	2. UNITEDHEALTH GROUP INC		2022-08-03	2025-07-16
	2. WAL MART STORES INC			2025-07-16
	2. WASTE CONNECTIONS INC		2021-01-08	2025-07-16
	9. WELLS FARGO & CO NEW		2025-06-20	2025-07-16
	1. EATON CORP PLC		2021-03-03	2025-07-16
	2. LINDE PLC		2023-03-24	2025-07-16
	1. TRANE TECHNOLOGIES PLC		2025-03-25	2025-07-16
	1. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-07-16
	631.414 FIDELITY 500 INDEX FUND		2024-12-03	2025-07-22
	733. JPMORGAN BETABUILDERS CANADA		2019-04-04	2025-07-22
	3. INGERSOLL RAND INC		2025-07-11	2025-08-01
	66. INGERSOLL RAND INC		2025-07-11	2025-08-01
	101. INGERSOLL RAND INC			2025-08-01
	229. BRISTOL MYERS SQUIBB CO			2025-08-21
	50. BRISTOL MYERS SQUIBB CO			2025-08-21
	2. OTIS WORLDWIDE CORP		2024-10-14	2025-08-21
	50. OTIS WORLDWIDE CORP			2025-08-21
	11. OTIS WORLDWIDE CORP			2025-08-21
	33. OTIS WORLDWIDE CORP			2025-08-21
	24. OTIS WORLDWIDE CORP		2024-10-01	2025-08-22
	79. OTIS WORLDWIDE CORP			2025-08-22
	3. OTIS WORLDWIDE CORP		2024-11-01	2025-08-22
	41. OTIS WORLDWIDE CORP			2025-08-22
	51. OTIS WORLDWIDE CORP			2025-08-22
	2. BOOKING HOLDINGS INC			2025-09-08
	24. BOSTON SCIENTIFIC CORP			2025-09-08
	1. BOSTON SCIENTIFIC CORP		2021-12-29	2025-09-08
	29. BOSTON SCIENTIFIC CORP			2025-09-08
	51. CONOCOPHILLIPS			2025-09-08
	1. CONOCOPHILLIPS		2022-02-08	2025-09-08
	33. CONOCOPHILLIPS			2025-09-08
	20. SALESFORCE.COM INC		2024-03-20	2025-09-08
	17. SALESFORCE.COM INC		2024-03-20	2025-09-08
	9. LINDE PLC		2019-04-25	2025-09-08
	6. LINDE PLC		2019-04-25	2025-09-08
	19. BOSTON SCIENTIFIC CORP			2025-09-09
	42. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-11
	156. BRISTOL MYERS SQUIBB CO		2019-11-20	2025-09-11
	31. INGERSOLL RAND INC			2025-09-11
	4. INGERSOLL RAND INC		2021-05-14	2025-09-11
	4. INGERSOLL RAND INC		2021-05-14	2025-09-11
	80. INGERSOLL RAND INC			2025-09-11
	8642.795 PIMCO MTGE OPPORTUNITIES IS		2023-08-09	2025-09-11
	12. SALESFORCE.COM INC		2024-03-20	2025-09-11
	22. SALESFORCE.COM INC			2025-09-11
	2230. VANGUARD INT-TERM CORPORATE		2023-12-04	2025-09-11
	71. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-12
	11. ABBVIE INC		2023-10-27	2025-09-15
	20. ALPHABET INC-CL C		2012-09-26	2025-09-15
	11. AMAZON COM INC		2025-05-22	2025-09-15
	18. AMAZON COM INC		2021-10-29	2025-09-15
	5. AMERICAN EXPRESS CO		2019-05-16	2025-09-15
	27. APPLE COMPUTER INC		2025-09-08	2025-09-15
	43. BANK OF AMERICA CORPORATION		2025-06-20	2025-09-15
	14. BOSTON SCIENTIFIC CORP			2025-09-15
	10. BROADCOM INC		2025-09-11	2025-09-15
	3. CADENCE DESIGN SYS INC		2024-11-13	2025-09-15
	17. CANADIAN PACIFIC KANSAS CITY		2025-07-11	2025-09-15
	11. CONOCOPHILLIPS			2025-09-15
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-09-15
	12. DISNEY WALT CO		2024-11-21	2025-09-15
	5. ECOLAB INC			2025-09-15
	18. EXXON MOBIL CORP		2022-11-01	2025-09-15
	9. FACEBOOK INC-A		2021-03-03	2025-09-15
	5. ARTHUR J GALLAGHER & CO		2022-03-08	2025-09-15
	5. HILTON WORLDWIDE HOLDINGS IN			2025-09-15
	8. HOWMET AEROSPACE INC			2025-09-15
	11. JOHNSON & JOHNSON		2025-08-21	2025-09-15
	1. LILLY ELI & CO		2025-04-04	2025-09-15
	7. LOWES COS INC		2025-09-08	2025-09-15
	3. MARTIN MARIETTA MATLS INC		2023-11-09	2025-09-15
	5. MASTERCARD INC - CLASS A		2022-02-08	2025-09-15
	6. MCDONALDS CORP		2024-12-17	2025-09-15
	10. MICROSOFT CORP		2025-04-09	2025-09-15
	11. MICROSOFT CORP		2022-02-15	2025-09-15
	14. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-09-15
	15. MORGAN STANLEY DEAN WITTER & CO NEW		2022-10-05	2025-09-15
	17. NEXTERA ENERGY INC		2024-09-12	2025-09-15
	28. NVIDIA CORP		2025-04-04	2025-09-15
	38. NVIDIA CORP			2025-09-15
	5. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-09-15
	9. PEPSICO INC		2024-09-12	2025-09-15
	9. PROGRESSIVE CORP OHIO		2022-10-05	2025-09-15
	2. S&P GLOBAL INC		2022-12-02	2025-09-15
	3. SALESFORCE.COM INC		2024-04-12	2025-09-15
	1. SERVICENOW INC		2025-09-08	2025-09-15
	2. SHERWIN WILLIAMS CO		2024-11-21	2025-09-15
	23. SOUTHERN CO		2025-04-04	2025-09-15
	3. STRYKER CORP		2023-09-13	2025-09-15
	7. TJX COS INC NEW		2023-09-22	2025-09-15
	5. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-09-15
	12. TEXAS INSTRS INC		2025-07-11	2025-09-15
	2. THERMO ELECTRON CORP			2025-09-15
	6. UNITEDHEALTH GROUP INC		2022-08-03	2025-09-15
	10. WAL MART STORES INC			2025-09-15
	5. WASTE CONNECTIONS INC		2021-01-08	2025-09-15
	32. WELLS FARGO & CO NEW		2025-06-20	2025-09-15
	5. EATON CORP PLC		2021-03-03	2025-09-15
	4. LINDE PLC		2019-04-25	2025-09-15
	3. TRANE TECHNOLOGIES PLC			2025-09-15
	1. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-09-15
	65. CONOCOPHILLIPS			2025-09-23
	34. SALESFORCE.COM INC		2024-10-01	2025-09-23
	26. SALESFORCE.COM INC			2025-09-23
	44. PROGRESSIVE CORP OHIO			2025-10-10
	52. WELLS FARGO & CO NEW		2025-06-20	2025-10-10
	48. WELLS FARGO & CO NEW			2025-10-10
	4. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	24. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	3. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	3. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	46172.729 SIX CIRCLES CREDIT OPPORT			2025-10-22
	9230. VANGUARD MORTGAGE-BACKED SEC		2024-12-03	2025-10-22
	31. ABBVIE INC			2025-10-23
	58. ALPHABET INC-CL C			2025-10-23
	84. AMAZON COM INC			2025-10-23
	14. AMERICAN EXPRESS CO		2019-05-16	2025-10-23
	69. APPLE COMPUTER INC		2025-09-08	2025-10-23
	15. APPLE COMPUTER INC		2024-04-12	2025-10-23
	108. BANK OF AMERICA CORPORATION		2025-06-20	2025-10-23
	16. BANK OF AMERICA CORPORATION		2022-05-20	2025-10-23
	1. BOOKING HOLDINGS INC		2020-10-13	2025-10-23
	45. BOSTON SCIENTIFIC CORP		2016-12-05	2025-10-23
	30. BROADCOM INC			2025-10-23
	7. CADENCE DESIGN SYS INC			2025-10-23
	48. CANADIAN PACIFIC KANSAS CITY			2025-10-23
	28. CONOCOPHILLIPS			2025-10-23
	3. COSTCO WHSL CORP NEW		2021-10-27	2025-10-23
	35. DISNEY WALT CO		2024-11-21	2025-10-23
	16. ECOLAB INC		2025-10-17	2025-10-23
	54. EXXON MOBIL CORP			2025-10-23
	26. FACEBOOK INC-A			2025-10-23
	13. ARTHUR J GALLAGHER & CO			2025-10-23
	14. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-10-23
	24. HOWMET AEROSPACE INC			2025-10-23
	4. INTUIT		2025-09-23	2025-10-23
	37. JOHNSON & JOHNSON			2025-10-23
	4. LILLY ELI & CO		2025-04-04	2025-10-23
	24. LOWES COS INC			2025-10-23
	7. MARTIN MARIETTA MATLS INC			2025-10-23
	9. MASTERCARD INC - CLASS A		2025-10-10	2025-10-23
	10. MASTERCARD INC - CLASS A			2025-10-23
	18. MCDONALDS CORP		2024-12-17	2025-10-23
	59. MICROSOFT CORP			2025-10-23
	40. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-10-23
	45. MORGAN STANLEY DEAN WITTER & CO NEW			2025-10-23
	5. NEXTERA ENERGY INC		2025-10-10	2025-10-23
	53. NEXTERA ENERGY INC		2024-09-12	2025-10-23
	191. NVIDIA CORP		2023-03-07	2025-10-23
	14. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-10-23
	24. PEPSICO INC			2025-10-23
	21. PROGRESSIVE CORP OHIO			2025-10-23
	7. S&P GLOBAL INC		2022-12-02	2025-10-23
	4. SERVICENOW INC			2025-10-23
	66. SOUTHERN CO			2025-10-23
	9. STRYKER CORP		2023-09-13	2025-10-23
	21. TJX COS INC NEW		2023-09-22	2025-10-23
	15. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-10-23
	33. TEXAS INSTRS INC			2025-10-23
	7. THERMO ELECTRON CORP		2024-01-29	2025-10-23
	18. UNITEDHEALTH GROUP INC			2025-10-23
	28. WAL MART STORES INC			2025-10-23
	16. WASTE CONNECTIONS INC		2021-01-08	2025-10-23
	84. WELLS FARGO & CO NEW		2021-03-03	2025-10-23
	14. EATON CORP PLC			2025-10-23
	10. LINDE PLC			2025-10-23
	10. TRANE TECHNOLOGIES PLC		2025-08-01	2025-10-23
	3. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-10-23
	21. CANADIAN PACIFIC KANSAS CITY			2025-11-03
	123. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	108. CANADIAN PACIFIC KANSAS CITY			2025-11-03
	3. MCDONALDS CORP		2024-12-17	2025-11-03
	17. MCDONALDS CORP		2024-05-17	2025-11-03
	49. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	4. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	4. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	70. CONOCOPHILLIPS			2025-11-21
	1. MARTIN MARIETTA MATLS INC		2023-11-08	2025-11-21
	15. BROADCOM INC			2025-11-24
	3. MARTIN MARIETTA MATLS INC		2023-11-08	2025-11-24
	5. ASML HOLDING NV-NY REG SHS			2025-11-24
	3. MARTIN MARIETTA MATLS INC		2023-11-08	2025-11-25
	3. MARTIN MARIETTA MATLS INC		2023-11-08	2025-11-26
	22. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-12-03
	33. MONDELEZ INTERNATIONAL-W/I			2025-12-03
	8. PEPSICO INC			2025-12-03
	24. PEPSICO INC			2025-12-03
	14. SOUTHERN CO		2024-12-17	2025-12-03
	29. SOUTHERN CO		2024-12-17	2025-12-03
	180. ISHARES CORE MSCI EAFE ETF		2017-06-29	2025-12-10
	3. CONOCOPHILLIPS		2021-03-03	2025-12-24
	12. CONOCOPHILLIPS		2021-03-03	2025-12-24
	41. CONOCOPHILLIPS		2021-03-03	2025-12-24
	1. CONOCOPHILLIPS		2021-03-03	2025-12-24
	13. PROGRESSIVE CORP OHIO			2025-12-24
	2. CONOCOPHILLIPS		2021-03-03	2025-12-26
	22. CONOCOPHILLIPS			2025-12-26
	18. CONOCOPHILLIPS			2025-12-26
	12. PROGRESSIVE CORP OHIO			2025-12-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	56		56
b	940	510	430
c	7,519	3,929	3,590
d	3,999	364	3,635
e	8,358	7,519	839
	50	44	6
	3,680	3,272	408
	488	442	46
	52		52
	9,009	8,543	466
	2,408	2,459	-51
	869	894	-25
	1,090	1,118	-28
	6,148	6,575	-427
	212	227	-15
	1,058	195	863
	6,426	1,171	5,255
	2,133	390	1,743
	3,197	585	2,612
	2,357	429	1,928
	2,349	429	1,920
	12,031	12,220	-189
	5,161	5,693	-532
	15,447	11,675	3,772
	7,660	4,401	3,259
	4,834	4,870	-36
	6,173	6,687	-514
	7,145	7,485	-340
	8,621	940	7,681
	1,444	818	626
	995	584	411
	12,581	5,918	6,663
	199	93	106
	2,969	1,388	1,581
	797	370	427
	200	93	107
	382	185	197
	769	370	399
	69,334	41,865	27,469
	227,719	199,408	28,311
	50,156	43,688	6,468
	9,144	9,919	-775
	6,694	5,158	1,536
	4,252	3,898	354
	4,784	3,516	1,268
	8,662	8,780	-118
	7,415	6,436	979
	1,490	1,129	361
	15,977	11,977	4,000
	24,576	14,933	9,643
	573	415	158
	1,105	113	992
	1,786	1,621	165
	624	239	385
	1,472	1,236	236
	551	547	4
	721	303	418
	661	1,079	-418
	559	477	82
	323	327	-4
	459	486	-27
	360	346	14
	267	271	-4
	676	668	8
	1,406	520	886
	309	152	157
	549	254	295
	369	275	94
	345	353	-8
	328	312	16
	789	757	32
	216	262	-46
	1,108	747	361
	598	593	5
	3,035	2,158	877
	135	144	-9
	556	332	224
	375	418	-43
	2,903	1,644	1,259
	500	529	-29
	270	355	-85
	741	370	371
	524	360	164
	774	913	-139
	340	380	-40
	466	458	8
	781	592	189
	362	268	94
	237	209	28
	648	660	-12
	417	557	-140
	585	1,083	-498
	190	204	-14
	365	210	155
	720	679	41
	364	137	227
	919	688	231
	437	363	74
	756	663	93
	138,419	132,944	5,475
	60,190	35,586	24,604
	227	265	-38
	4,997	5,828	-831
	7,647	4,902	2,745
	11,111	16,171	-5,060
	2,438	2,828	-390
	177	211	-34
	4,415	5,275	-860
	963	1,152	-189
	2,892	3,429	-537
	2,133	2,490	-357
	7,017	8,178	-1,161
	266	299	-33
	3,646	4,083	-437
	4,509	5,072	-563
	11,133	3,845	7,288
	2,599	1,037	1,562
	108	43	65
	3,135	1,252	1,883
	4,649	4,726	-77
	91	91
	3,000	2,854	146
	5,028	6,086	-1,058
	4,268	5,173	-905
	4,260	1,586	2,674
	2,839	1,057	1,782
	2,063	819	1,244
	2,000	2,211	-211
	7,429	8,800	-1,371
	2,540	1,503	1,037
	325	194	131
	325	194	131
	6,493	3,870	2,623
	81,761	81,138	623
	2,948	3,652	-704
	5,421	6,669	-1,248
	188,402	175,504	12,898
	3,348	3,738	-390
	2,362	1,507	855
	5,004	376	4,628
	2,563	2,229	334
	4,194	3,017	1,177
	1,640	598	1,042
	6,392	6,460	-68
	2,180	1,958	222
	1,427	400	1,027
	3,594	3,636	-42
	1,040	926	114
	1,289	1,388	-99
	1,011	845	166
	964	488	476
	1,384	1,383	1
	1,360	1,350	10
	2,017	2,005	12
	6,936	2,338	4,598
	1,463	758	705
	1,369	636	733
	1,513	1,473	40
	1,949	1,974	-25
	745	757	-12
	1,898	1,905	-7
	1,848	1,362	486
	2,910	1,866	1,044
	1,813	1,780	33
	5,127	3,597	1,530
	5,639	3,299	2,340
	866	1,005	-139
	2,355	1,246	1,109
	1,215	1,421	-206
	4,958	2,708	2,250
	6,729	962	5,767
	730	725	5
	1,271	1,595	-324
	2,221	1,109	1,112
	1,091	721	370
	727	888	-161
	948	941	7
	711	761	-50
	2,123	2,105	18
	1,146	888	258
	984	626	358
	1,306	1,047	259
	2,124	2,640	-516
	950	1,111	-161
	2,092	3,250	-1,158
	1,036	1,005	31
	880	525	355
	2,601	2,413	188
	1,883	687	1,196
	1,916	705	1,211
	1,210	1,310	-100
	858	663	195
	6,085	4,985	1,100
	8,353	9,212	-859
	6,388	6,760	-372
	10,580	5,306	5,274
	4,057	3,921	136
	3,744	1,832	1,912
	1,321	1,521	-200
	7,936	9,128	-1,192
	992	1,141	-149
	992	1,141	-149
	419,710	409,369	10,341
	437,156	425,768	11,388
	7,073	3,006	4,067
	14,770	1,071	13,699
	18,497	13,374	5,123
	4,926	1,675	3,251
	17,856	16,509	1,347
	3,882	2,648	1,234
	5,557	4,919	638
	823	553	270
	5,164	1,808	3,356
	4,643	931	3,712
	10,371	10,888	-517
	2,323	2,148	175
	3,650	3,915	-265
	2,524	1,808	716
	2,817	1,465	1,352
	3,934	4,034	-100
	4,394	4,416	-22
	6,249	6,012	237
	19,200	6,712	12,488
	3,672	1,965	1,707
	3,798	1,779	2,019
	4,707	4,408	299
	2,686	2,795	-109
	7,119	7,023	96
	3,266	3,029	237
	5,794	6,514	-720
	4,375	3,170	1,205
	5,162	5,031	131
	5,736	3,579	2,157
	5,535	5,341	194
	30,794	4,945	25,849
	2,457	2,872	-415
	7,145	3,176	3,969
	413	417	-4
	4,383	4,430	-47
	34,741	4,546	30,195
	1,915	2,031	-116
	3,655	4,222	-567
	4,625	2,510	2,115
	3,370	2,522	848
	3,716	3,764	-48
	6,379	5,774	605
	3,417	2,664	753
	3,007	1,879	1,128
	4,396	3,140	1,256
	5,653	6,532	-879
	3,966	3,880	86
	6,449	7,415	-966
	2,980	2,760	220
	2,845	1,680	1,165
	7,090	3,193	3,897
	5,131	1,922	3,209
	4,500	1,700	2,800
	4,115	4,361	-246
	3,083	1,990	1,093
	1,486	1,460	26
	8,693	8,477	216
	7,614	7,439	175
	887	890	-3
	5,030	4,627	403
	3,454	3,299	155
	282	269	13
	282	269	13
	6,124	3,774	2,350
	605	451	154
	5,611	3,946	1,665
	1,808	1,354	454
	4,949	2,204	2,745
	1,844	1,354	490
	1,868	1,354	514
	1,232	1,579	-347
	1,842	972	870
	1,192	1,392	-200
	3,556	3,827	-271
	1,238	1,164	74
	2,533	2,411	122
	16,056	10,984	5,072
	275	161	114
	1,109	645	464
	3,783	2,203	1,580
	92	54	38
	2,961	1,539	1,422
	185	107	78
	2,009	1,176	833
	1,658	953	705
	2,726	1,414	1,312
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
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			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
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			212,157
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			212,157
			212,157
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			212,157
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			212,157
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			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
			212,157
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			212,157
			212,157

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			56
b			430
c			3,590
d			3,635
e			839
			6
			408
			46
			52
			466
			-51
			-25
			-28
			-427
			-15
			863
			5,255
			1,743
			2,612
			1,928
			1,920
			-189
			-532
			3,772
			3,259
			-36
			-514
			-340
			7,681
			626
			411
			6,663
			106
			1,581
			427
			107
			197
			399
			27,469
			28,311
			6,468
			-775
			1,536
			354
			1,268
			-118
			979
			361
			4,000
			9,643
			158
			992
			165
			385
			236
			4
			418
			-418
			82
			-4
			-27
			14
			-4
			8
			886
			157
			295
			94
			-8
			16
			32
			-46
			361
			5
			877
			-9
			224
			-43
			1,259
			-29
			-85
			371
			164
			-139
			-40
			8
			189
			94
			28
			-12
			-140
			-498
			-14
			155
			41
			227
			231
			74
			93
			5,475
			24,604
			-38
			-831
			2,745
			-5,060
			-390
			-34
			-860
			-189
			-537
			-357
			-1,161
			-33
			-437
			-563
			7,288
			1,562
			65
			1,883
			-77

			146
			-1,058
			-905
			2,674
			1,782
			1,244
			-211
			-1,371
			1,037
			131
			131
			2,623
			623
			-704
			-1,248
			12,898
			-390
			855
			4,628
			334
			1,177
			1,042
			-68
			222
			1,027
			-42
			114
			-99
			166
			476
			1
			10
			12
			4,598
			705
			733
			40
			-25
			-12
			-7
			486
			1,044
			33
			1,530
			2,340
			-139
			1,109
			-206
			2,250
			5,767
			5
			-324
			1,112
			370
			-161
			7
			-50
			18
			258
			358
			259
			-516
			-161
			-1,158
			31
			355
			188
			1,196
			1,211
			-100
			195
			1,100
			-859
			-372
			5,274
			136
			1,912
			-200
			-1,192
			-149
			-149
			10,341
			11,388
			4,067
			13,699
			5,123
			3,251
			1,347
			1,234
			638
			270
			3,356
			3,712
			-517
			175
			-265
			716
			1,352
			-100
			-22
			237
			12,488
			1,707
			2,019
			299
			-109
			96
			237
			-720
			1,205
			131
			2,157
			194
			25,849
			-415
			3,969
			-4
			-47
			30,195
			-116
			-567
			2,115
			848
			-48
			605
			753
			1,128
			1,256
			-879
			86
			-966
			220
			1,165
			3,897
			3,209
			2,800
			-246
			1,093
			26
			216
			175
			-3
			403
			155
			13
			13
			2,350
			154
			1,665
			454
			2,745
			490
			514
			-347
			870
			-200
			-271
			74
			122
			5,072
			114
			464
			1,580
			38
			1,422
			78
			833
			705
			1,312

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	611,395
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	16,005
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	16,005
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	16,005
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	6,916
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	6,916
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	9,089
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax0	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

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

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

on foundation managers.$

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website addressN/A

The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603

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

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

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

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

16 No

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

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2025)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JP MORGAN CHASE BANK NA	TRUSTEE 2	193,428
10 S DEARBORN ST MC IL 1-0111 CHICAGO,IL60603	TRUSTEE 2	193,428

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2025)

Page 8

Part IX

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

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

purposes:

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

21,955,548

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

503,337

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

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

22,458,885

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

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

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

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

22,458,885

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

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

336,883

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

22,122,002

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

1,106,100

Part X

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

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

1,106,100

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

16,005

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

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

16,005

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

1,090,095

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

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

1,090,095

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

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

1,090,095

Part XI

Qualifying Distributions (see instructions)

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

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

1,033,309

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

1,033,309

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					1,090,095
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				943,200
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: $ 1,033,309
a Applied to 2024, but not more than line 2a				943,200
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.....					90,109
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 ..........					999,986
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	0
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	0

Form 990-PF (2025)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

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

NONE

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

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

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

JP MORGAN CHASE BANK NA
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583

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

www.jpmorgan.com/onlinegrants

cAny submission deadlines:

NONE

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

preference is given to organizations serving Long Island New York

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BANK STREET COLLEGE OF EDUCATION DEVELOPING SYSTEMS 610 W 112TH ST NEW YORK,NY10025	NONE		GENERAL OPERATING	100,000
NEW HOUR FOR WOMEN AND CHILDREN PO BOX 213 BRENTWOOD,NY11717	NONE		GENERAL OPERATING	100,000
HEALTH AND WELFARE COUNCIL OF LONG ISLAND INC 150 BROADHOLLOW ROAD STE 118 MELVILLE,NY11747	NONE		GENERAL OPERATING	50,000
THREE VILLAGE MEALS ON WHEELS INC PO BOX 853 STONY BROOK,NY11790	NONE		GENERAL OPERATING	30,000
WYANDANCH HOMES AND PROPERTY DEVELOPMENT CORPORATION 819 GRAND BLVD DEER PARK,NY11729	NONE		GENERAL OPERATING	50,000
UNITED WAY OF LONG ISLAND 819 GRAND BLVD DEER PARK,NY11729	NONE		GENERAL OPERATING	50,000
THE HECKSCHER MUSEUM OF ART 2 PRIME AVE HUNTINGTON,NY11743	NONE		GENERAL OPERATING	34,000
COMMUNITY ACTION SOUTHOLD TOWN INC 311 FRONT STREET GREENPORT,NY11944	NONE		GENERAL OPERATING	25,000
THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO,CA94104	NONE		GENERAL OPERATING	100,000
ST MARKS EPISCOPAL CHURCH 754 MONTAUK HWY ISLIP,NY11751	NONE		GENERAL OPERATING	30,000
STONY BROOK FOUNDATION INC 230 ADMINISTRATION STONY BROOK,NY117941188	NONE		GENERAL OPERATING	100,000
DOCS FOR TOTS 3537 36TH ST ASTORIA,NY11106	NONE		GENERAL OPERATING	50,000
HERSTORY WRITERS WORKSHOP INC 2539 MIDDLE COUNTRY ROAD SECOND FL CENTEREACH,NY11720	NONE		GENERAL OPERATING	50,000
NEW SCHOOL UNIVERSITY 66 WEST 12TH STREET NEW YORK,NY10011	NONE		GENERAL OPERATING	50,000
LIGHT HOUSE MISSION OUTREACH INC 1543 MONTAUK HIGHWAY BELLPORT,NY11713	NONE		GENERAL OPERATING	25,000
NURSING SISTERS HOME CARE 110 BI-COUNTY ROAD SUITE 114 FARMINGDALE,NY11570	NONE		GENERAL OPERATING	100,000
Total ................................. 3a				944,000

bApproved for future payment

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

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	655,001
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	611,395
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,266,396

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

1,266,396

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2025)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR	384,771	376,253
83002G702 SIX CIRCLES GLOBAL B	1,005,533	901,368
83002G884 SIX CIRCLES CREDIT O	448,652	468,277
92206C771 VANGUARD MORTGAGE-BA	228,429	233,140
92206C870 VANGUARD INT-TERM CO	213,890	227,800
92203J407 VANGUARD TOTAL INTL	869,638	854,104
46429B267 ISHARES US TREASURY	194,733	191,844
921937835 VANGUARD TOTAL BOND	165,482	168,583

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	5,837	26,984
110122108 BRISTOL-MYERS SQUIBB
438516106 HONEYWELL INTERNATIO
464287465 ISHARES MSCI EAFE ET	390,742	709,182
532457108 ELI LILLY AND COMPAN	1,891	27,942
548661107 LOWE'S COS INC	22,453	37,380
594918104 MICROSOFT CORP	6,779	183,776
609207105 MONDELEZ INTERNATION	4,317	10,658
617446448 MORGAN STANLEY	5,814	50,241
713448108 PEPSICO INC	11,305	17,222
882508104 TEXAS INSTRUMENTS IN	16,326	36,953
949746101 WELLS FARGO & CO	16,196	46,693
02079K107 ALPHABET INC-CL C	5,445	116,734
30303M102 META PLATFORMS INC-C	19,745	106,935
57636Q104 MASTERCARD INC - A	7,908	63,939
65339F101 NEXTERA ENERGY INC	17,254	27,697
78462F103 SPDR S&P 500 ETF TRU	863,936	4,150,165
91324P102 UNITEDHEALTH GROUP I	4,282	37,302
94106B101 WASTE CONNECTIONS IN	5,891	17,361
023135106 AMAZON.COM INC	12,493	123,258
037833100 APPLE INC	17,316	145,717
060505104 BANK OF AMERICA CORP	11,671	43,450
46432F842 ISHARES CORE MSCI EA
655844108 NORFOLK SOUTHERN COR
67066G104 NVIDIA CORP	12,801	226,598
025816109 AMERICAN EXPRESS CO	9,915	34,035
315911750 FIDELITY 500 INDEX F	1,985,388	3,759,829
83002G306 SIX CIRCLES US UNCON	1,859,722	3,300,736
83002G405 SIX CIRCLES INTL UNC	1,487,984	2,130,651
00287Y109 ABBVIE INC	14,594	44,327
337738108 FISERV INC
580135101 MCDONALD'S CORP	21,968	29,646
N6596X109 NXP SEMICONDUCTORS N
09857L108 BOOKING HOLDINGS INC	13,386	42,843
461202103 INTUIT INC	19,221	18,548
883556102 THERMO FISHER SCIENT	21,144	28,973
N07059210 ASML HOLDING NV-NY R	3,801	13,908
20825C104 CONOCOPHILLIPS
22160K105 COSTCO WHOLESALE COR	8,301	14,660
363576109 ARTHUR J GALLAGHER &	11,487	21,221
43300A203 HILTON WORLDWIDE HOL	10,991	24,991
45687V106 INGERSOLL RAND INC
46120E602 INTUITIVE SURGICAL I
46641Q191 JPMORGAN BETABUILDER	386,224	401,464
46641Q217 JPMORGAN BETABUILDER	550,430	751,638
46641Q225 JPMORGAN BETABUILDER	258,040	509,733
46641Q233 JPMORGAN BETABUILDER	317,565	352,888
679580100 OLD DOMINION FREIGHT	12,210	13,642
75886F107 REGENERON PHARMACEUT
G29183103 EATON CORP PLC	11,696	28,347
30231G102 EXXON MOBIL CORP	22,185	41,036
61174X109 MONSTER BEVERAGE COR
743315103 PROGRESSIVE CORP	11,554	22,544
78409V104 S&P GLOBAL INC	14,959	21,949
573284106 MARTIN MARIETTA MATE	15,244	23,038
842587107 THE SOUTHERN COMPANY	28,878	32,874
863667101 STRYKER CORP	17,144	20,385
872540109 TJX COMPANIES INC	10,756	20,584
G54950103 LINDE PLC	10,186	27,289
11135F101 BROADCOM INC	42,570	62,298
127387108 CADENCE DESIGN SYS I	13,480	13,754
254687106 WALT DISNEY CO/THE	30,749	30,832
68902V107 OTIS WORLDWIDE CORP
79466L302 SALESFORCE INC
824348106 SHERWIN-WILLIAMS CO/
032095101 AMPHENOL CORP-CL A	20,492	20,136
126408103 CSX CORP	22,620	22,910
26884L109 EQT CORP	19,899	19,082
278865100 ECOLAB INC	25,298	25,727
29364G103 ENTERGY CORP	12,104	11,923
443201108 HOWMET AEROSPACE INC	23,674	31,368
478160104 JOHNSON & JOHNSON	35,869	45,736
81762P102 SERVICENOW INC	21,507	17,617
874039100 TAIWAN SEMICONDUCTOR	18,512	28,262
931142103 WALMART INC	17,544	20,054
G8994E103 TRANE TECHNOLOGIES P	26,360	26,076

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI	AT COST	310,760	318,376
64128R608 NEUBERGER BERM LNG S	AT COST	201,161	231,918
72201U638 PIMCO MRTG OPP & BND	AT COST	113,428	114,391
83002G876 SIX CIRCLES MULTI-ST	AT COST	674,383	670,904

Description	Amount
2025 TRANSACTION POSTED IN 2026	14,616
MUTUAL FUND ADJUSTMENT	2
ROUNDING ADJUSTMENT	2
COST BASIS ADJUSTMENT	2

Category	Amount	Net Investment Income
FOREIGN TAXES	300	300
FEDERAL TAX PAYMENT - PRIOR YE	5,410	0
FEDERAL ESTIMATES - INCOME	6,916	0
FOREIGN TAXES ON QUALIFIED FOR	7,933	7,933
FOREIGN TAXES ON NONQUALIFIED	1,848	1,848