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
DONALD S WALKER FUND XXXXX5007
 
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

51-0242992
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)$54,948,726J 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... 1,497,048 1,496,953  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,337,045
b Gross sales price for all assets on line 6a 7,850,547
7 Capital gain net income (from Part IV, line 2)... 1,337,045
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........ 2,834,093 2,833,998  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,889 123,738   50,150
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)... Click to see attachment
List of Attached Documents:
// Content
53,615 22,431   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
750     750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 228,254 146,169 0 50,900
25 Contributions, gifts, grants paid....... 2,298,604 2,298,604
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,526,858 146,169 0 2,349,504
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 307,235
b Net investment income (if negative, enter -0-) 2,687,829
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............. 760,198 386,862 386,862
2 Savings and temporary cash investments......... 572,815 547,888 547,888
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)....... 29,967,622 Click to see attachment
List of Attached Documents:
// Content
30,127,176 		42,665,520
c Investments—corporate bonds (attach schedule)....... 8,618,743 Click to see attachment
List of Attached Documents:
// Content
8,511,732 		8,243,081
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,409,038 Click to see attachment
List of Attached Documents:
// Content
3,062,908 		3,105,375
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) 42,328,416 42,636,566 54,948,726
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........ 42,328,416 42,636,566
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)..... 42,328,416 42,636,566
30 Total liabilities and net assets/fund balances (see instructions). 42,328,416 42,636,566
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
42,328,416
2
Enter amount from Part I, line 27a .....................
2
307,235
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
7,237
4
Add lines 1, 2, and 3 ..........................
4
42,642,888
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6,322
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
42,636,566
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 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
b 5. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 37. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
d 20. LILLY ELI & CO   2015-06-05 2025-01-27
e 808. MONSTER BEVERAGE CORP     2025-01-27
6. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
352. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
45. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
191. APPLE COMPUTER INC     2025-02-13
51. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
18. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
24. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
2. NXP SEMICONDUCTORS NV   2021-08-11 2025-02-13
138. HONEYWELL INTL INC   2025-01-24 2025-03-25
4. HONEYWELL INTL INC   2025-01-24 2025-03-25
26. HONEYWELL INTL INC   2010-04-15 2025-03-25
143. HONEYWELL INTL INC   2010-04-15 2025-03-26
48. HONEYWELL INTL INC   2010-04-15 2025-03-26
72. HONEYWELL INTL INC   2010-04-15 2025-03-26
52. HONEYWELL INTL INC   2010-04-15 2025-03-27
51. HONEYWELL INTL INC   2010-04-15 2025-03-27
288. APPLE COMPUTER INC   2024-06-05 2025-04-04
139. APPLE COMPUTER INC     2025-04-09
346. NORFOLK SOUTHN CORP   2017-06-15 2025-04-09
178. NORFOLK SOUTHN CORP   2017-06-15 2025-04-09
36. REGENERON PHARMACEUTICALS INC     2025-04-28
273. EXXON MOBIL CORP     2025-05-01
315. EXXON MOBIL CORP   2022-11-01 2025-05-01
233. ALPHABET INC-CL C   2021-08-11 2025-05-22
35. NXP SEMICONDUCTORS NV   2021-08-11 2025-05-22
22. NXP SEMICONDUCTORS NV   2021-08-11 2025-05-22
301. NXP SEMICONDUCTORS NV   2021-08-11 2025-05-22
3. NXP SEMICONDUCTORS NV   2021-08-11 2025-05-22
74. NXP SEMICONDUCTORS NV     2025-05-22
18. NXP SEMICONDUCTORS NV     2025-05-22
7. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-22
9. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-23
17. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-23
3388.886 FIDELITY INTL INDX   2021-08-10 2025-06-11
39091.23 SIX CIRCLES INTL UNCON EQ   2024-12-03 2025-06-11
12686.12 SIX CIRCLES INTL UNCON EQ   2021-08-10 2025-06-11
483.342 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-18
945. JPMORGAN BETABUILDERS CANADA   2021-08-10 2025-06-18
249. FISERV INC     2025-06-20
217. FISERV INC     2025-06-20
20. MASTERCARD INC - CLASS A   2024-09-12 2025-06-20
59. MASTERCARD INC - CLASS A     2025-06-20
82. REGENERON PHARMACEUTICALS INC     2025-06-20
128. BROADCOM INC   2024-12-17 2025-07-11
44. FISERV INC     2025-07-11
456. FISERV INC     2025-07-11
227. INTUITIVE SURGICAL INC NEW     2025-07-11
12. INGERSOLL RAND INC   2025-07-11 2025-08-01
339. INGERSOLL RAND INC   2025-07-11 2025-08-01
469. INGERSOLL RAND INC   2021-08-11 2025-08-01
. WELLS FARGO & CO NEW     2025-08-06
1137. BRISTOL MYERS SQUIBB CO     2025-08-21
248. BRISTOL MYERS SQUIBB CO   2020-10-05 2025-08-21
11. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
242. OTIS WORLDWIDE CORP     2025-08-21
51. OTIS WORLDWIDE CORP     2025-08-21
159. OTIS WORLDWIDE CORP     2025-08-21
117. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
380. OTIS WORLDWIDE CORP     2025-08-22
17. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
196. OTIS WORLDWIDE CORP     2025-08-22
249. OTIS WORLDWIDE CORP     2025-08-22
1544.77 FIDELITY 500 INDEX FUND   2024-12-03 2025-09-03
2131. JPMORGAN BETABUILDERS JAPAN ETF   2021-08-10 2025-09-03
4. BOOKING HOLDINGS INC   2021-08-11 2025-09-08
4. BOOKING HOLDINGS INC   2021-08-11 2025-09-08
119. BOSTON SCIENTIFIC CORP     2025-09-08
1. BOSTON SCIENTIFIC CORP   2016-11-30 2025-09-08
142. BOSTON SCIENTIFIC CORP   2016-11-30 2025-09-08
1. CONOCOPHILLIPS   2022-02-08 2025-09-08
243. CONOCOPHILLIPS     2025-09-08
4. CONOCOPHILLIPS   2022-01-05 2025-09-08
159. CONOCOPHILLIPS     2025-09-08
1. SALESFORCE.COM INC   2024-03-20 2025-09-08
104. SALESFORCE.COM INC   2024-03-20 2025-09-08
84. SALESFORCE.COM INC   2024-03-20 2025-09-08
45. LINDE PLC   2019-01-09 2025-09-08
31. LINDE PLC   2019-01-09 2025-09-08
95. BOSTON SCIENTIFIC CORP   2016-11-30 2025-09-09
184. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
769. BRISTOL MYERS SQUIBB CO   2020-10-05 2025-09-11
152. INGERSOLL RAND INC   2021-08-11 2025-09-11
20. INGERSOLL RAND INC   2021-08-11 2025-09-11
21. INGERSOLL RAND INC   2021-08-11 2025-09-11
382. INGERSOLL RAND INC   2021-08-11 2025-09-11
18546.664 PIMCO MTGE OPPORTUNITIES IS   2023-08-03 2025-09-11
57. SALESFORCE.COM INC   2024-03-20 2025-09-11
107. SALESFORCE.COM INC     2025-09-11
5486. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-11
345. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
323. CONOCOPHILLIPS     2025-09-23
170. SALESFORCE.COM INC   2024-10-01 2025-09-23
132. SALESFORCE.COM INC     2025-09-23
224. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
445. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
61. WELLS FARGO & CO NEW   2021-02-26 2025-10-10
20. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
121. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
14. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
19. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
107241.623 SIX CIRCLES CREDIT OPPORT     2025-10-22
21444. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-22
72. ABBVIE INC   2019-11-01 2025-10-23
135. ALPHABET INC-CL C   2021-08-11 2025-10-23
95. AMAZON COM INC   2025-05-22 2025-10-23
100. AMAZON COM INC   2021-08-11 2025-10-23
34. AMERICAN EXPRESS CO   2018-07-30 2025-10-23
187. APPLE COMPUTER INC   2025-09-08 2025-10-23
287. BANK OF AMERICA CORPORATION   2025-06-20 2025-10-23
2. BOOKING HOLDINGS INC   2021-08-11 2025-10-23
98. BOSTON SCIENTIFIC CORP   2016-11-30 2025-10-23
68. BROADCOM INC   2025-09-11 2025-10-23
16. CADENCE DESIGN SYS INC   2024-11-13 2025-10-23
36. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
76. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
72. CONOCOPHILLIPS   2021-08-11 2025-10-23
6. COSTCO WHSL CORP NEW   2021-10-27 2025-10-23
80. DISNEY WALT CO   2024-11-21 2025-10-23
35. ECOLAB INC   2025-10-17 2025-10-23
124. EXXON MOBIL CORP   2022-11-01 2025-10-23
60. FACEBOOK INC-A   2021-08-11 2025-10-23
30. ARTHUR J GALLAGHER & CO     2025-10-23
32. HILTON WORLDWIDE HOLDINGS IN   2021-08-11 2025-10-23
54. HOWMET AEROSPACE INC     2025-10-23
12. INTUIT   2025-09-23 2025-10-23
92. JOHNSON & JOHNSON   2025-10-10 2025-10-23
9. LILLY ELI & CO   2025-04-04 2025-10-23
56. LOWES COS INC   2025-09-08 2025-10-23
17. MARTIN MARIETTA MATLS INC     2025-10-23
47. MASTERCARD INC - CLASS A   2025-10-10 2025-10-23
42. MCDONALDS CORP   2024-12-17 2025-10-23
34. MICROSOFT CORP   2025-04-09 2025-10-23
44. MICROSOFT CORP   2025-04-09 2025-10-23
61. MICROSOFT CORP   2021-08-11 2025-10-23
93. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-10-23
106. MORGAN STANLEY DEAN WITTER & CO NEW   2014-09-22 2025-10-23
144. NEXTERA ENERGY INC   2024-09-12 2025-10-23
221. NVIDIA CORP   2025-04-04 2025-10-23
215. NVIDIA CORP     2025-10-23
32. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-10-23
57. PEPSICO INC   2024-09-12 2025-10-23
52. PROGRESSIVE CORP OHIO     2025-10-23
15. S&P GLOBAL INC   2022-12-02 2025-10-23
8. SERVICENOW INC   2025-09-08 2025-10-23
149. SOUTHERN CO   2025-04-04 2025-10-23
21. STRYKER CORP   2023-09-13 2025-10-23
49. TJX COS INC NEW   2023-09-22 2025-10-23
34. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-10-23
76. TEXAS INSTRS INC   2025-07-11 2025-10-23
18. THERMO ELECTRON CORP     2025-10-23
41. UNITEDHEALTH GROUP INC   2011-02-28 2025-10-23
66. WAL MART STORES INC     2025-10-23
36. WASTE CONNECTIONS INC   2017-06-15 2025-10-23
209. WELLS FARGO & CO NEW   2021-02-26 2025-10-23
33. EATON CORP PLC   2021-02-26 2025-10-23
23. LINDE PLC   2019-01-09 2025-10-23
23. TRANE TECHNOLOGIES PLC     2025-10-23
7. ASML HOLDING NV-NY REG SHS   2021-08-11 2025-10-23
117. CANADIAN PACIFIC KANSAS CITY     2025-11-03
670. CANADIAN PACIFIC KANSAS CITY     2025-11-03
2. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
589. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
19. MCDONALDS CORP   2024-12-17 2025-11-03
82. MCDONALDS CORP   2024-12-17 2025-11-03
9. MCDONALDS CORP   2024-05-17 2025-11-03
268. CANADIAN PACIFIC KANSAS CITY     2025-11-04
27. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
18. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
382. CONOCOPHILLIPS   2021-08-11 2025-11-21
7. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
2. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
81. BROADCOM INC     2025-11-24
16. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
29. ASML HOLDING NV-NY REG SHS   2021-08-11 2025-11-24
15. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-25
16. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
119. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
181. MONDELEZ INTERNATIONAL-W/I     2025-12-03
46. PEPSICO INC     2025-12-03
133. PEPSICO INC     2025-12-03
75. SOUTHERN CO   2025-04-04 2025-12-03
163. SOUTHERN CO     2025-12-03
14. CONOCOPHILLIPS   2021-08-11 2025-12-24
67. CONOCOPHILLIPS   2021-08-11 2025-12-24
225. CONOCOPHILLIPS   2021-08-11 2025-12-24
2. CONOCOPHILLIPS   2021-08-11 2025-12-24
72. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-24
10. CONOCOPHILLIPS   2021-08-11 2025-12-26
122. CONOCOPHILLIPS   2021-08-11 2025-12-26
102. CONOCOPHILLIPS   2021-08-11 2025-12-26
1. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-26
65. PROGRESSIVE CORP OHIO     2025-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 943   488 455
b 4,700   2,442 2,258
c 34,774   18,074 16,700
d 15,995   1,561 14,434
e 39,961   35,770 4,191
298   265 33
17,503   15,563 1,940
2,195   1,990 205
45,283   41,061 4,222
11,164   11,401 -237
3,909   4,024 -115
5,231   5,365 -134
436   429 7
29,256   31,288 -2,032
846   907 -61
5,502   1,153 4,349
30,632   6,341 24,291
10,240   2,128 8,112
15,344   3,193 12,151
11,142   2,306 8,836
10,892   2,261 8,631
56,804   56,535 269
24,739   25,429 -690
73,216   40,922 32,294
36,850   21,052 15,798
21,754   22,464 -710
29,057   30,546 -1,489
33,593   35,081 -1,488
40,994   32,062 8,932
7,218   7,505 -287
4,378   4,717 -339
60,109   64,543 -4,434
598   643 -45
14,648   13,876 772
3,585   3,021 564
1,397   1,173 224
1,718   1,509 209
3,270   2,850 420
191,608   171,518 20,090
506,231   443,295 62,936
164,285   143,099 21,186
100,656   101,768 -1,112
75,303   61,855 13,448
40,656   43,977 -3,321
35,431   27,250 8,181
10,631   9,745 886
31,362   14,957 16,405
41,780   48,152 -6,372
35,154   30,509 4,645
7,283   5,518 1,765
75,889   56,855 19,034
116,222   68,917 47,305
908   1,060 -152
25,666   29,932 -4,266
35,509   23,982 11,527
163     163
55,168   76,959 -21,791
12,092   14,635 -2,543
972   1,163 -191
21,369   25,537 -4,168
4,465   5,350 -885
13,937   16,526 -2,589
10,397   12,136 -1,739
33,753   39,376 -5,623
1,506   1,693 -187
17,429   19,518 -2,089
22,014   24,761 -2,747
346,631   325,251 21,380
137,332   120,988 16,344
22,400   8,755 13,645
22,267   8,755 13,512
12,889   4,534 8,355
108   21 87
15,350   2,941 12,409
91   91  
22,150   20,260 1,890
363   307 56
14,455   12,202 2,253
251   304 -53
26,144   31,648 -5,504
21,091   25,562 -4,471
21,299   7,159 14,140
14,670   4,932 9,738
10,313   1,967 8,346
8,763   9,688 -925
36,623   45,381 -8,758
12,455   7,773 4,682
1,624   1,023 601
1,707   1,074 633
31,006   19,534 11,472
175,451   173,188 2,263
14,002   17,345 -3,343
26,366   32,391 -6,025
463,485   431,756 31,729
16,268   18,164 -1,896
30,238   23,728 6,510
41,767   46,061 -4,294
32,431   34,876 -2,445
53,862   26,797 27,065
34,714   33,553 1,161
4,759   2,231 2,528
6,603   7,606 -1,003
40,012   46,019 -6,007
4,628   5,324 -696
6,282   7,226 -944
974,826   947,303 27,523
1,015,641   989,184 26,457
16,427   5,910 10,517
34,309   18,577 15,732
20,919   19,251 1,668
22,020   16,453 5,567
11,962   3,450 8,512
48,473   44,741 3,732
14,768   13,071 1,697
10,329   4,377 5,952
10,111   2,030 8,081
23,507   24,723 -1,216
5,311   4,938 373
2,735   2,939 -204
5,776   6,204 -428
6,491   4,070 2,421
5,633   2,931 2,702
8,993   9,220 -227
9,612   9,660 -48
14,350   13,810 540
44,308   21,547 22,761
8,473   4,392 4,081
8,678   3,977 4,701
10,591   9,935 656
8,057   8,384 -327
17,693   17,517 176
7,348   6,815 533
13,520   15,239 -1,719
10,625   7,697 2,928
26,958   26,275 683
12,915   12,463 452
17,760   12,231 5,529
22,992   15,829 7,163
31,875   17,461 14,414
5,713   6,677 -964
16,814   3,731 13,083
11,914   12,036 -122
40,197   21,377 18,820
39,106   4,975 34,131
4,377   4,643 -266
8,680   10,104 -1,424
11,454   6,174 5,280
7,220   5,405 1,815
7,433   7,529 -96
14,400   13,638 762
7,974   6,216 1,758
7,016   4,384 2,632
9,969   7,118 2,851
13,020   16,718 -3,698
10,198   9,997 201
14,675   1,750 12,925
7,020   6,649 371
6,402   2,375 4,027
17,629   7,644 9,985
12,110   4,294 7,816
10,350   3,659 6,691
9,455   10,039 -584
7,194   5,477 1,717
8,277   9,547 -1,270
47,351   47,512 -161
142   138 4
41,525   40,595 930
5,621   5,638 -17
24,264   24,332 -68
2,663   2,449 214
18,893   18,088 805
1,903   1,818 85
1,268   1,212 56
33,418   21,591 11,827
4,233   3,159 1,074
1,213   902 311
30,298   29,418 880
9,643   7,220 2,423
28,706   22,690 6,016
9,222   6,769 2,453
9,962   7,220 2,742
6,664   8,543 -1,879
10,103   12,744 -2,641
6,854   8,078 -1,224
19,707   22,288 -2,581
6,632   6,865 -233
14,235   14,172 63
1,285   791 494
6,189   3,787 2,402
20,759   12,717 8,042
184   113 71
16,397   8,520 7,877
923   565 358
11,142   6,896 4,246
9,396   5,765 3,631
228   118 110
14,765   7,633 7,132
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
      493,313
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       455
b       2,258
c       16,700
d       14,434
e       4,191
      33
      1,940
      205
      4,222
      -237
      -115
      -134
      7
      -2,032
      -61
      4,349
      24,291
      8,112
      12,151
      8,836
      8,631
      269
      -690
      32,294
      15,798
      -710
      -1,489
      -1,488
      8,932
      -287
      -339
      -4,434
      -45
      772
      564
      224
      209
      420
      20,090
      62,936
      21,186
      -1,112
      13,448
      -3,321
      8,181
      886
      16,405
      -6,372
      4,645
      1,765
      19,034
      47,305
      -152
      -4,266
      11,527
      163
      -21,791
      -2,543
      -191
      -4,168
      -885
      -2,589
      -1,739
      -5,623
      -187
      -2,089
      -2,747
      21,380
      16,344
      13,645
      13,512
      8,355
      87
      12,409
       
      1,890
      56
      2,253
      -53
      -5,504
      -4,471
      14,140
      9,738
      8,346
      -925
      -8,758
      4,682
      601
      633
      11,472
      2,263
      -3,343
      -6,025
      31,729
      -1,896
      6,510
      -4,294
      -2,445
      27,065
      1,161
      2,528
      -1,003
      -6,007
      -696
      -944
      27,523
      26,457
      10,517
      15,732
      1,668
      5,567
      8,512
      3,732
      1,697
      5,952
      8,081
      -1,216
      373
      -204
      -428
      2,421
      2,702
      -227
      -48
      540
      22,761
      4,081
      4,701
      656
      -327
      176
      533
      -1,719
      2,928
      683
      452
      5,529
      7,163
      14,414
      -964
      13,083
      -122
      18,820
      34,131
      -266
      -1,424
      5,280
      1,815
      -96
      762
      1,758
      2,632
      2,851
      -3,698
      201
      12,925
      371
      4,027
      9,985
      7,816
      6,691
      -584
      1,717
      -1,270
      -161
      4
      930
      -17
      -68
      214
      805
      85
      56
      11,827
      1,074
      311
      880
      2,423
      6,016
      2,453
      2,742
      -1,879
      -2,641
      -1,224
      -2,581
      -233
      63
      494
      2,402
      8,042
      71
      7,877
      358
      4,246
      3,631
      110
      7,132
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,337,045
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 37,361
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 37,361
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 37,361
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,904
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 16,904
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 20,457
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)
NY
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 addressNA
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		173,889    
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
50,988,756
b
Average of monthly cash balances.......................
1b
837,489
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
51,826,245
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
51,826,245
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
777,394
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,048,851
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,552,443
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
2,552,443
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
37,361
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,361
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,515,082
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,515,082
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
2,515,082
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
2,349,504
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
2,349,504
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 2,515,082
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,298,604
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: $ 2,349,504
a Applied to 2024, but not more than line 2a 2,298,604
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..... 50,900
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 .......... 		2,464,182
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MAINEHEALTH
C/O HEATHER SHANKLIN CFO
118 NORTHPORT AVE
BELFAST,ME049156009 		NONE   GENERAL 1,149,302

BAPTIST HEALTH RICHMOND
ATTN KARL LAINHART
801 EASTERN BYP
RICHMOND,KY404752751 		NONE   GENERAL 1,149,302
Total ................................. 3a 2,298,604
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 1,497,048  
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 1,337,045  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,834,093  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,834,093
(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:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 1,020,335 955,197
83002G702 SIX CIRCLES GLOBAL B 2,401,017 2,148,164
83002G884 SIX CIRCLES CREDIT O 1,042,353 1,088,667
921937835 VANGUARD TOTAL BOND 405,635 413,237
92206C771 VANGUARD MORTGAGE-BA 531,034 541,985
92203J407 VANGUARD TOTAL INTL 2,159,323 2,118,156
92206C870 VANGUARD INT-TERM CO 497,759 530,138
46429B267 ISHARES US TREASURY 454,276 447,537

TY 2025 InvestmentsCorpStockSchedule
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 32,121 147,888
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 21,191 151,530
548661107 LOWE'S COS INC 137,521 204,504
617446448 MORGAN STANLEY 53,425 275,172
949746101 WELLS FARGO & CO 100,366 255,741
57636Q104 MASTERCARD INC - A 13,050 351,091
65339F101 NEXTERA ENERGY INC 90,324 151,809
91324P102 UNITEDHEALTH GROUP I 26,425 204,338
060505104 BANK OF AMERICA CORP 90,519 238,095
655844108 NORFOLK SOUTHERN COR    
94106B101 WASTE CONNECTIONS IN 35,959 95,571
025816109 AMERICAN EXPRESS CO 50,937 185,715
00287Y109 ABBVIE INC 87,415 243,342
580135101 MCDONALD'S CORP 121,392 161,678
883556102 THERMO FISHER SCIENT 119,223 157,031
02079K107 ALPHABET INC-CL C 280,165 638,897
023135106 AMAZON.COM INC 480,328 675,379
037833100 APPLE INC 466,557 797,637
09857L108 BOOKING HOLDINGS INC 94,114 230,279
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 46,387 81,922
30303M102 META PLATFORMS INC-C 248,596 586,820
315911727 FIDELITY INTL INDX 1,360,700 1,640,436
315911750 FIDELITY 500 INDEX F 7,305,616 11,228,837
337738108 FISERV INC    
363576109 ARTHUR J GALLAGHER & 64,054 116,456
43300A203 HILTON WORLDWIDE HOL 59,525 137,593
45687V106 INGERSOLL RAND INC    
461202103 INTUIT INC 103,683 100,025
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 900,932 936,481
46641Q217 JPMORGAN BETABUILDER 1,347,192 1,606,293
46641Q225 JPMORGAN BETABUILDER 893,919 1,270,101
46641Q233 JPMORGAN BETABUILDER 837,884 826,597
594918104 MICROSOFT CORP 593,176 1,006,413
609207105 MONDELEZ INTERNATION 68,143 58,459
67066G104 NVIDIA CORP 136,788 1,241,344
679580100 OLD DOMINION FREIGHT 66,700 74,637
713448108 PEPSICO INC 101,982 94,006
75886F107 REGENERON PHARMACEUT    
83002G306 SIX CIRCLES US UNCON 6,910,802 7,947,818
83002G405 SIX CIRCLES INTL UNC 3,882,491 4,901,984
882508104 TEXAS INSTRUMENTS IN 220,791 202,463
G29183103 EATON CORP PLC 63,363 155,114
N07059210 ASML HOLDING NV-NY R 49,495 77,030
N6596X109 NXP SEMICONDUCTORS N    
30231G102 EXXON MOBIL CORP 135,474 224,915
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 63,121 123,197
78409V104 S&P GLOBAL INC 82,971 121,763
573284106 MARTIN MARIETTA MATE 82,563 124,532
842587107 THE SOUTHERN COMPANY 159,552 179,806
863667101 STRYKER CORP 94,293 112,119
872540109 TJX COMPANIES INC 59,061 112,596
G54950103 LINDE PLC 56,000 150,089
11135F101 BROADCOM INC 240,736 340,909
127387108 CADENCE DESIGN SYS I 74,458 75,957
254687106 WALT DISNEY CO/THE 168,612 168,835
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 112,225 110,274
126408103 CSX CORP 123,874 125,461
26884L109 EQT CORP 108,995 104,520
278865100 ECOLAB INC 139,936 141,236
29364G103 ENTERGY CORP 66,430 65,440
443201108 HOWMET AEROSPACE INC 132,140 171,602
478160104 JOHNSON & JOHNSON 199,896 250,616
81762P102 SERVICENOW INC 119,794 98,042
874039100 TAIWAN SEMICONDUCTOR 102,435 155,288
931142103 WALMART INC 96,131 109,739
G8994E103 TRANE TECHNOLOGIES P 145,228 142,058

TY 2025 InvestmentsOtherSchedule2
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 725,653 739,908
64128R608 NEUBERGER BERM LNG S AT COST 503,738 537,556
72201U638 PIMCO MRTG OPP & BND AT COST 263,710 266,251
83002G876 SIX CIRCLES MULTI-ST AT COST 1,569,807 1,561,660

TY 2025 OtherDecreasesSchedule
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Description Amount
2025 TRANSACTIONS POSTED IN 2026 6,259
COST BASIS ADJUSTMENT 38
MUTUAL FUNDS ADJUSTMENT 25


TY 2025 OtherExpensesSchedule
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 750 0   750


TY 2025 OtherIncreasesSchedule
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Description Amount
2024 TRANSACTIONS POSTED IN 2025 7,223
ROUNDING 14


TY 2025 TaxesSchedule
Name:
DONALD S WALKER FUND XXXXX5007
EIN:
51-0242992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,477 1,477   0
FEDERAL TAX PAYMENT - PRIOR YE 14,280 0   0
FEDERAL ESTIMATES - INCOME 16,904 0   0
FOREIGN TAXES ON QUALIFIED FOR 16,306 16,306   0
FOREIGN TAXES ON NONQUALIFIED 4,648 4,648   0