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
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
 
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

72-6018854
B Telephone number (see instructions)

8004962583
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)$4,793,936
J 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... 141,280 141,280  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,770
b Gross sales price for all assets on line 6a 1,546,113
7 Capital gain net income (from Part IV, line 2)... 128,770
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)....... 28,974 28,974  
12 Total. Add lines 1 through 11........ 299,024 299,024  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,644 32,313   26,331
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).... 2,530 2,530   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,941 1,971   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)....... 3,540 3,540    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,655 40,354 0 26,331
25 Contributions, gifts, grants paid....... 193,500 193,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 263,155 40,354 0 219,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,869
b Net investment income (if negative, enter -0-) 258,670
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............. 57,588 101,681 101,681
2 Savings and temporary cash investments......... 32,187 29,538 29,538
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,743,825 Click to see attachment
List of Attached Documents:
// Content
1,806,122
2,846,966
c Investments—corporate bonds (attach schedule)....... 1,011,576 Click to see attachment
List of Attached Documents:
// Content
1,067,686
1,083,808
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 793,793 Click to see attachment
List of Attached Documents:
// Content
668,849
665,247
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )     Click to see attachment
List of Attached Documents:
// Content
66,696
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,638,969 3,673,876 4,793,936
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........ 3,638,969 3,673,876
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)..... 3,638,969 3,673,876
30 Total liabilities and net assets/fund balances (see instructions). 3,638,969 3,673,876
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
3,638,969
2
Enter amount from Part I, line 27a .....................
2
35,869
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,496
4
Add lines 1, 2, and 3 ..........................
4
3,679,334
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,458
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,673,876
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 603. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-02-06
b 228. SPDR OIL & GAS EQUIP & SERV   2024-11-19 2025-02-06
c 161. SPDR OIL & GAS EQUIP & SERV   2024-11-19 2025-02-06
d 962. VANECK GOLD MINERS ETF     2025-02-06
e 93. VANECK SEMICONDUCTOR ETF     2025-02-06
618.239 DODGE & COX INCOME FUND   2018-02-09 2025-02-19
295. ISHARES GOLD TRUST   2023-03-17 2025-02-19
174. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2025-02-19
612. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-19
793.351 PIMCO TOTAL RETURN FIND   2019-02-01 2025-02-19
293. SPDR EURO STOXX 50 ETF   2024-03-01 2025-02-19
466. SPDR EURO STOXX 50 ETF   2023-12-15 2025-02-19
1014.403 VANGUARD TTL BD MKT IDX-ADM   2022-07-07 2025-02-19
232. WISDOMTREE JAPAN HEDGED EQ   2024-11-19 2025-02-19
159. WISDOMTREE JAPAN HEDGED EQ   2024-11-19 2025-02-19
113. ISHARES GOLD TRUST     2025-03-12
96. ISHARES GOLD TRUST   2023-03-17 2025-03-12
846. ISHARES GOLD TRUST     2025-03-12
1862.601 PIMCO COMMODITYPL STRAT-INS     2025-03-12
131.83 FIDELITY 500 INDEX FUND     2025-04-08
953. ISHARES MSCI EUROPE FINANCIA   2024-06-14 2025-04-08
794. SPDR EURO STOXX 50 ETF   2023-12-15 2025-04-08
10413.079 BLACKROCK HIGH YIELD-K   2024-09-18 2025-04-30
174. INVESCO QQQ TRUST SERIES 1     2025-04-30
79. INVESCO QQQ TRUST SERIES 1     2025-04-30
670. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-04-30
44. VANECK SEMICONDUCTOR ETF     2025-04-30
418. ABRDN PHYSICAL GOLD SHARES   2025-03-12 2025-06-30
374.099 FIDELITY 500 INDEX FUND     2025-07-07
291. ISHARES CORE MSCI EMERGING   2021-03-03 2025-07-07
98. ISHARES MSCI JAPAN ETF     2025-07-07
348. VANGUARD EUROPEAN ETF   2025-02-19 2025-07-07
316. INVESCO S&P 500 EQUAL WEIGHT     2025-07-18
115. ISHARES MSCI JAPAN ETF   2020-09-29 2025-07-18
2205.291 VANGUARD TTL BD MKT IDX-ADM   2022-07-07 2025-07-18
49.02 FIDELITY 500 INDEX FUND   2025-03-12 2025-09-30
710. ISHARES TR 7-10 YR TREAS INDEX FD     2025-09-30
3652.627 AMERICAN BEACON AHL MGD-R5     2025-12-02
9675.286 COHEN & STEERS RL EST-F     2025-12-02
13. INVESCO QQQ TRUST SERIES 1     2025-12-02
13. INVESCO QQQ TRUST SERIES 1   2018-12-07 2025-12-02
11262.172 NEUBERGR LONG SHRT FUND-INST     2025-12-02
7968.887 PIMCO UNCONSTRAINED BD FD INSTL CL*     2025-12-02
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39,067   31,299 7,768
b 18,072   18,773 -701
c 12,756   13,256 -500
d 39,555   37,318 2,237
e 23,093   21,768 1,325
7,728   8,408 -680
16,344   11,032 5,312
16,174   17,219 -1,045
22,370   20,825 1,545
6,783   7,855 -1,072
15,934   14,922 1,012
25,342   22,083 3,259
9,657   10,053 -396
25,458   25,399 59
17,447   17,407 40
6,248   4,224 2,024
5,309   3,573 1,736
46,802   23,600 23,202
12,591   14,238 -1,647
22,808   26,666 -3,858
23,608   20,916 2,692
38,367   37,626 741
72,996   75,287 -2,291
82,729   90,091 -7,362
37,561   13,188 24,373
38,125   34,776 3,349
9,296   9,992 -696
13,182   11,707 1,475
81,191   75,496 5,695
17,386   19,187 -1,801
7,136   5,843 1,293
26,864   24,293 2,571
58,201   46,615 11,586
8,258   6,850 1,408
21,149   21,854 -705
11,420   9,553 1,867
68,483   70,253 -1,770
36,818   42,406 -5,588
171,349   177,623 -6,274
8,086   7,296 790
8,086   2,118 5,968
227,271   178,381 48,890
82,239   86,074 -3,835
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
      6,774
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       7,768
b       -701
c       -500
d       2,237
e       1,325
      -680
      5,312
      -1,045
      1,545
      -1,072
      1,012
      3,259
      -396
      59
      40
      2,024
      1,736
      23,202
      -1,647
      -3,858
      2,692
      741
      -2,291
      -7,362
      24,373
      3,349
      -696
      1,475
      5,695
      -1,801
      1,293
      2,571
      11,586
      1,408
      -705
      1,867
      -1,770
      -5,588
      -6,274
      790
      5,968
      48,890
      -3,835
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 128,770
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 3,596
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 3,596
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 3,596
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,396
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 2,396
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,200
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)
LA
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA trustee
2
58,644    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
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
4,408,669
b
Average of monthly cash balances.......................
1b
82,031
c
Fair market value of all other assets (see instructions)................
1c
72,248
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,562,948
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
4,562,948
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
68,444
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,494,504
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
224,725
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
224,725
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,596
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,596
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
221,129
4
Recoveries of amounts treated as qualifying distributions................
4
1,793
5
Add lines 3 and 4............................
5
222,922
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
222,922
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
219,831
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
219,831
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 7 222,922
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 192,098
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: $ 219,831
a Applied to 2024, but not more than line 2a 192,098
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..... 27,733
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 ..........
195,189
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JP MORGAN CHASE BANK N A
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:
SUPPORT FOR STUDIES, THE APPLICANT'S FAFSA FORM JUNE 30TH OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
STUDENTS WHO ARE RESIDENTS OF LOUISIANA, TEXAS AND ARKANSAS WHO ARE IN GOOD STANDING AT THE COLLEGE ATTENDED.
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

JESSE DYLAN MOLINA
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

ELIZABETH ALBRIGHT
C/O ABILENE CHRISTIAN UNIVERSITY
206 HARDIN ADMIN ACU BOX 29100
ABILENE,TX79699
NONE   SCHOLARSHIP 2,000

REBEKAH ALBRIGHT
C/O ABILENE CHRISTIAN UNIVERSITY
206 HARDIN ADMIN ACU BOX 29100
ABILENE,TX79699
NONE   SCHOLARSHIP 2,000

CADE CARSON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

FAITH HIDALGO
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

NOAH BOULEY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

MEAGAN TOUPS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

JAMES CADEN BEAM
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

ALEXANDER LEPSCH
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

ANNA SWARTZ
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

CALEB ALLRED
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

CHLOE GRACE BENEFIELD
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

DREW HINTON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

ELLIE SARAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

JOSEPH HOLLAS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

COOPER CHAPEL
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

BENJAMIN H LAYNE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

CHLOE M NORTON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

FAITH WINTERS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

GARRETT SMITH
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

GRAYSON ROSALES
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

JACKSON IRICK
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

JESSICA STOUT
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

KARIS BARNWELL
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

LAUREN FRICKE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

LYDIA LAMAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

MADISON ANDERSON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

RAMSI WALL
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

SARAH CHRISTIAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

LARISSA BRASIL
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

PEYTON BECK
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

ATLEY HUNTER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

DARBY DICKENSCHEIDT
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

HANNAH AQUINO
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

ISAIAH GONZALES
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,000

ISRAEL WILLIAMS AMUPITAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

JONATHAN IBEKWE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

JORDAN HACKLEMAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

KINLEY VENT
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

MACEE REID
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 2,000

MACKYNZIE SPARKS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

REIGN FERGUSON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

RILEY COOPER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

RYLEE KARBER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

TAINA KOGA
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

VICTORIA VARGAS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

WILLIAM INNESS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 500

ANGELINA BAWI THA CHIN PAR
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 500

MASON KAYE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
NONE   SCHOLARSHIP 1,500

MICHAEL BOLDING
C/O LIBERTY UNIVERSITY
1971 UNIVERSITY BLVD
LYNCHBURG,VA24502
NONE   SCHOLARSHIP 1,500

EMMA TOMPKINS
C/O LOUISIANA STATE UNIVERSITY
494 E PARKER BLVD
BATON ROUGE,LA70803
NONE   SCHOLARSHIP 1,500

CARTER MORRISSETTE
C/O LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272
NONE   SCHOLARSHIP 2,000

ABBIE HOOPER
C/O LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272
NONE   SCHOLARSHIP 1,500

JACOB TAYLOR KING
C/O OUACHITA BAPTIST UNIVERSITY
410 OUACHITA ST
ARKADELPHIA,AZ71998
NONE   SCHOLARSHIP 1,500

COREY PENA
C/O ROCKBRIDGE INTL SEMINARY
3111 E BATTELFIELD ST
SPRINGFIELD,MO65804
NONE   SCHOLARSHIP 1,500

SYDNEY WELLS
C/O TARLETON STATE UNIVERSITY
201 ST FELIX ST
STEPHENVILLE,TX76402
NONE   SCHOLARSHIP 1,000

JASON ASHER FRANKENFIELD
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 1,500

KRISTINA SIADIS
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 1,500

JASMINE BLAKESLEE
C/O TEXAS A&M UNIVERSITY-CORPUS CHRISTI
6300 OCEAN DR
CORPUS CHRISTI,TX78412
NONE   SCHOLARSHIP 2,000

ZOIE PARTLOW
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 1,500

ERYNN KELLEY
C/O TEXAS TECH UNIVERSITY HEALTH SCIENCE
3601 4TH STREET RM MS6264
LUBBOCK,TX79430
NONE   SCHOLARSHIP 1,500

NOLAN JOHNSON
C/O UNIVERSITY OF LOUISIANA AT LAFAYETTE
104 UNIVERSITY CIR
LAFAYETTE,LA70503
NONE   SCHOLARSHIP 2,000

HUDSON REEVE DICKENS
C/O UNIVERSITY OF LOUISIANA AT MONROE
700 UNIVERSITY AVE
MONROE,LA71209
NONE   SCHOLARSHIP 1,500

KAELYN BAKER
C/O UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203
NONE   SCHOLARSHIP 1,500

LANDON FAGLIE
C/O UNIVERSITY OF TEXAS AT TYLER
3900 UNIVERSITY BLVD
TYLER,TX75799
NONE   SCHOLARSHIP 1,500

LOGAN FAGLIE
C/O UNIVERSITY OF TEXAS AT TYLER
3900 UNIVERSITY BLVD
TYLER,TX75799
NONE   SCHOLARSHIP 1,500

LESLEY LOPEZ
C/O UNIV OF N TX HLTH SC CTR AT FT WRT
3500 CAMP BOWIE BLVD
FORTH WORTH,TX76107
NONE   SCHOLARSHIP 2,000

EMMA LEIGH COLEMAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

JACKSON BALLEW
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 2,000

PAIGE TRUEX
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

NICHOLAS GRIFFIN
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 2,000

ISABEL KRISTINE KING
C/O OUACHITA BAPTIST UNIVERSITY
410 OUACHITA ST
ARKADELPHIA,AR719980001
NONE   SCHOLARSHIP 2,000

LAUREN RITCHEY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

MY UYEN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

ANNA CLAIRE TAYLOR
C/O UNIVERSITY OF MISSISSIPPI
PO BOX 1848
UNIVERSITY,MO38677
NONE   SCHOLARSHIP 2,000

JACOB MCCARTHY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

ABIGAIL KOO
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

CLAIRE DRINKARD
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

ADELEINE DART
C/O MISSISSIPPI COLLEGE
200 SOUTH CAPITOL STREET
CLINTON,MS39058
NONE   SCHOLARSHIP 1,000

JAMES CALEB MCCLURE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

LAUREN ENGLERT
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

MADILYN YOUNG
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 500

ASHLYN MOORE
C/O UNIVERSITY OF ALABAMA
739 UNIVERSITY BOULEVARD
TUSCALOOSA,AL354870100
NONE   SCHOLARSHIP 2,000

JAMES CARTER BARNETT
C/O LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272
NONE   SCHOLARSHIP 1,500

BRADY BECKER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

HAYDEN LANE BALDWIN
C/O NORTHWESTERN STATE UNIVERSITY
140 CENTRAL AVENUE
NATCHITOCHES,LA71497
NONE   SCHOLARSHIP 1,500

SYDNEY DUNCAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

EVE FRUTH
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

MADELINE KING
C/O OUACHITA BAPTIST UNIVERSITY
410 OUACHITA ST
ARKADELPHIA,AR71998
NONE   SCHOLARSHIP 1,500

WALKER MOULTON
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77840
NONE   SCHOLARSHIP 2,000

CAROLINE MOORE
C/O UNIVERSITY OF MISSISSIPPI
PO BOX 1848
UNIVERSITY,MS386771848
NONE   SCHOLARSHIP 2,000

JOHNNY REYNOLDS MOORE JR
C/O UNIVERSITY OF MISSISSIPPI
PO BOX 1848
UNIVERSITY,MS386771848
NONE   SCHOLARSHIP 2,000

WADE JOHNSON
C/O TEXAS WOMANS UNIVERSITY
304 ADMINISTRATION DR
DENTON,TX76201
NONE   SCHOLARSHIP 2,000

MARIAPAZ BASTIAS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,000

EMILY MCQUEARY
C/O LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272
NONE   SCHOLARSHIP 1,000

JENNA CLAIRE FERONTI
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

AVERY MORGAN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

LEYENA RAMIREZ
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

SAIGE FLORES
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

NOELLE STOUT
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

ADRIANNA DOBBINS
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

ISABELLE ROSE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

JACINDA USSERY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

KAYLEE COX
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

KENNEDI FAGLIE
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

JAXSON D BUTTRAM
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

NATHAN LIMON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

MIA RAMSEY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

MATTHEW WEAVER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

EMILY JAMESON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

LIAM MCNEELY
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

MAGGIE MCWHORTER
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000

HANNAH HARGRAVE
C/O UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
ARLINGTON,TX76013
NONE   SCHOLARSHIP 1,500

PAYTON SHANK
C/O BAYLOR UNIVERSITY
1311 S 5TH ST
WACO,TX76706
NONE   SCHOLARSHIP 2,000

AINSLEY M TOMPKINS
C/O LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,TX70802
NONE   SCHOLARSHIP 2,000

ISABELLA RUFFO
C/O SOUTHEASTERN UNIVERSITY
1000 LONGFELLOW BLVD
LAKELAND,FL33801
NONE   SCHOLARSHIP 2,000

ABIGAIL WILSON
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 1,500

HAYLEY NGUYEN
C/O DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299
NONE   SCHOLARSHIP 2,000
Total ................................. 3a 193,500
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 ....     14 141,188  
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 ............
    18 128,770  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME
    15 28,912  
bOTHER INCOME     15 154  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   299,024  
13Total. Add line 12, columns (b), (d), and (e)..................
13
299,024
(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 InvestmentsCorpBondsSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Name of Bond End of Year Book Value End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT 528,541 543,814
256210105 DODGE & COX INCOME-I 224,330 230,092
693390700 PIMCO TOTAL RETURN F 141,803 139,120
464287440 ISHARES 7-10 YEAR TR 93,074 91,064
09260B614 BLACKROCK HIGH YIELD 79,938 79,718

TY 2025 InvestmentsCorpStockSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Name of Stock End of Year Book Value End of Year Fair Market Value
315911727 FIDELITY INTL INDX 114,811 165,326
315911750 FIDELITY 500 INDEX F 612,594 1,261,006
46090E103 INVESCO QQQ TRUST SE 30,624 115,490
46434G103 ISHARES CORE MSCI EM 227,194 290,659
46434G822 ISHARES MSCI JAPAN E 82,189 113,440
92189F106 VANECK GOLD MINERS E    
81369Y209 STATE STREET HEALTH 35,163 46,285
922042874 VANGUARD FTSE EUROPE 212,161 274,826
04314H857 ARTISAN INTL VAL-INS 57,952 69,248
46137V357 INVESCO S&P 500 EQUA    
464287507 ISHARES CORE S&P MID    
46641Q225 JPMORGAN BETABUILDER 59,506 82,770
78463X202 SPDR EURO STOXX 50 E    
97717W851 WISDOMTREE JAPAN HED    
464289180 ISHARES MSCI EUROPE    
46435G334 ISHARES MSCI UNITED    
78468R549 SPDR OIL & GAS EQUIP    
81369Y407 STATE STREET CONSUME 31,481 35,107
81369Y605 STATE STREET FINANCI 56,976 68,463
81369Y704 STATE STREET INDUSTR 30,001 33,506
92189F676 VANECK SEMICONDUCTOR    
46641Q233 JPMORGAN BETABUILDER 32,644 36,145
81369Y308 STATE STREET CONSUME 23,290 22,683
81369Y506 STATE STREET ENERGY 10,719 10,820
81369Y803 STATE STREET TECHNOL 125,986 151,456
81369Y852 STATE STREET COMMUNI 30,523 35,669
81369Y886 STATE STREET UTILITI 32,308 34,067

TY 2025 InvestmentsOtherSchedule2
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 400,700 392,631
64128R608 NEUBERGER BERM LNG S      
191912708 COHEN & STEERS RL ES      
72201P175 PIMCO COMMODITYPL ST AT COST 94,163 92,298
024525669 AMERICAN BEACON AHL      
464285204 ISHARES GOLD TRUST      
72201M487 PIMCO DYNAMIC BOND-I      
35241W401 FRNKLN ALTRNTV STRTG AT COST 46,164 43,448
00326A104 ABRDN PHYSICAL GOLD AT COST 25,838 35,370
22544R305 CREDIT SUISSE COMM R AT COST 101,984 101,500

TY 2025 OtherAssetsSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX STATE: ARKANSAS, COU   0 1
XXX-XX-XXXX ORI IN N/2 NW/4 OF S   0 1
XXX-XX-XXXX STATE: LOUISIANA, CO   0 8,793
XXX-XX-XXXX STATE: LOUISIANA, CO   0 5,073
XXX-XX-XXXX STATE: LOUISIANA, CO   0 2,877
XXX-XX-XXXX STATE: LOUISIANA, CO   0 852
XXX-XX-XXXX STATE: LOUISIANA, CO   0 299
XXX-XX-XXXX SEC 5 17N 3W LINCOLN   0 1
XXX-XX-XXXX STATE: LOUISIANA, CO   0 48,797
XXX-XX-XXXX AN UNDIV 1/4TH IN TH   0 1
XXX-XX-XXXX 1/4 IN N 3/4 OF SECT   0 1


TY 2025 OtherDecreasesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Amount
2025 TRANSACTION POSTED IN 2026 2,827
MUTUAL FUND ADJUSTMENT 3
RETURN OF CAPITAL ADJUSTMENT 2,627
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 981 981   0
ROYALTY - OTHER EXPENSES 2,559 2,559   0


TY 2025 OtherIncomeSchedule2
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 28,912 28,912  
OTHER INCOME 62 62  


TY 2025 OtherIncreasesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Amount
2024 TRANSACTION POSTED IN 2025 2,703
RECOVERY OF PRIOR YEAR GRANTS 1,793


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 OtherNotesLoansRcvblLongSch
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
student loans none           0 %        

TY 2025 OtherProfessionalFeesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,530 2,530    


TY 2025 TaxesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 574 0   0
FEDERAL ESTIMATES - INCOME 2,396 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,348 1,348   0
FOREIGN TAXES ON NONQUALIFIED 623 623   0